Ruth Morey Trust
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.
Ruth Morey Trust at a glance
In short: Ruth Morey Trust gave $15K across 2 grants in 2025 (avg $8K), mostly in Maine. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $15,069
- +17.3% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $7,535
- +17.3% vs 2024
- Median grant
- $7,535
- Total assets
- $273,605
- +2.8% vs 2024
- Primary geography
- Maine (67% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Ruth Morey Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Phillips Strickland Home ($10K). Together the top 2 received $15K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Ruth Morey Trust gives
- Giving grew 23% from 2022 to 2025. Method
- In 2025 it paid out 107% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $11K (2020) to $15K (2025). In 2025 it made 2 grants totaling $15K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Phillips Strickland Home Bangor, ME | Unrestricted General | $10,046 |
| The Salvation Army West Nyack, NY | Unrestricted General | $5,023 |
Ready to take the next step with Ruth Morey Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $273,605 | $27,589 | $21,169 | $15,069 | 2 | $17,307 | $23,546 | $16,166 |
| 2024 | $266,214 | $9,224 | $18,422 | $12,842 | 2 | $14,936 | $5,014 | $15,314 |
| 2023 | $266,549 | $-1,563 | $20,274 | $13,791 | 2 | $15,775 | $2,677 | $14,226 |
| 2022 | $283,416 | $53,776 | $18,197 | $12,214 | 2 | $14,440 | $49,747 | $15,087 |
| 2021 | $293,221 | $18,456 | $18,837 | $12,233 | 2 | — | $14,750 | $16,606 |
| 2020 | $257,376 | $22,710 | $16,520 | $11,350 | 2 | — | $20,242 | $13,700 |
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.
Leadership & Key People
Officers and directors from IRS filings
Ruth Morey Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$5K (2022) → $5K (2025)
Former officers (1)
- Former: Bank Of America N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $5K, to Bank of America (Trustee).
Frequently asked questions about Ruth Morey Trust
How much does Ruth Morey Trust give each year?
Ruth Morey Trust gave $15K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $13K across 2 grants.
How large is Ruth Morey Trust?
Ruth Morey Trust reported $274K in total assets on its 2025 IRS Form 990-PF. It paid out $17K in qualifying distributions that year, against a required minimum of $16K (roughly 5% of its investment assets).
Where does Ruth Morey Trust operate?
Ruth Morey Trust has awarded grants in Maine, New York.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Other open foundation grants in Texas
Texas Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Ruth Morey Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Ira a Long TW FBO Salvation Army
Buffalo, NY
Assets
$242K
Grants
1
Total Given
$11K
Salvation Army Mem FD Wm Fitch
Pittsburgh, PA
Assets
$138K
Grants
1
Total Given
$9K
Alice B Cooper TD
Saint Louis, MO
Assets
$1.4M
Grants
2
Total Given
$72K
Van Nostrand Hubert a Char Tr
Saint Louis, MO
Assets
$675K
Grants
2
Total Given
$36K
Ridall Paul L Trust
Orlando, FL
Assets
—
Grants
3
Total Given
$102K
Jeanne & Thomas Hardy Family Foundation
New York, NY
Assets
—
Grants
3
Total Given
$3K
More similar funders
More Funders in Texas
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Ruth Morey Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Ruth Morey Trust down — hundreds of funders to go?