Ruth Morey Trust

DALLAS, TX EIN: 01-6009129

Ruth Morey Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $274K in total assets. In 2025, it awarded 2 grants totaling $15K. Net investment income was $24K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$274K

+2.8% YoY

Annual Giving

$15K

+17.3% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$8K

+17.3% YoY

Under IRS private-foundation payout rules, Ruth Morey Trust reported a distributable amount of $16K for 2025 — the minimum it must pay out in qualifying distributions.

About Ruth Morey Trust

Based on IRS filings

Ruth Morey Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $274K in total assets. In 2025, it awarded 2 grants totaling $15K. Net investment income was $24K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

BangorWest Nyack

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$15K$30K$44K$59K202020212022202320242025
Metric202520242023
Total Assets$273,605$266,214$266,549
Revenue$27,589$9,224$-1,563
Expenses$21,169$18,422$20,274
Qualifying Distributions$17,307$14,936$15,775
Net Investment Income$23,546$5,014$2,677
Distributable Amount$16,166$15,314$14,226

Giving Over Time

Total grant dollars and number of grants per year

$0$4K$8K$11K$15K2 grants20202 grants20212 grants20222 grants20232 grants20242 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

PHILLIPS STRICKLAND HOME$10KTHE SALVATION ARMY$5K

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Phillips Strickland Home ($10,046), The Salvation Army ($5,023).

RecipientPurposeAmount
PHILLIPS STRICKLAND HOME BANGOR, MEUNRESTRICTED GENERAL$10,046
THE SALVATION ARMY WEST NYACK, NYUNRESTRICTED GENERAL$5,023

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

BANK OF AMERICATRUSTEE$5K

From 2025 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$4,796

Frequently Asked Questions

How large is Ruth Morey Trust?

As of 2025, Ruth Morey Trust holds $274K in total assets with $28K in annual revenue. It awarded 2 grants totaling $15K in 2025.

Where does Ruth Morey Trust operate?

Ruth Morey Trust has awarded grants in Maine, New York.

What size grants does Ruth Morey Trust award?

In 2025, Ruth Morey Trust awarded 2 grants totaling $15K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is Ruth Morey Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Ruth Morey Trust reported a distributable amount of $16K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Ruth Morey Trust's EIN?

Ruth Morey Trust's EIN (Employer Identification Number) is 01-6009129. IRS Form 990 filing data is available on this page for 2020–2025.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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