Willie T Morton Estate Trust
Willie T Morton Estate Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $615K in total assets. In 2025, it awarded 2 grants totaling $25K. Net investment income was $53K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$615K
+2.8% YoY
Annual Giving
$25K
+7.6% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$12K
+7.6% YoY
Under IRS private-foundation payout rules, Willie T Morton Estate Trust reported a distributable amount of $36K for 2025 — the minimum it must pay out in qualifying distributions.
About Willie T Morton Estate Trust
Based on IRS filings
Willie T Morton Estate Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $615K in total assets. In 2025, it awarded 2 grants totaling $25K. Net investment income was $53K.
Ready to take the next step with Willie T Morton Estate Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $615,298 | $598,412 | $597,090 |
| Revenue | $61,352 | $22,748 | $-13,502 |
| Expenses | $37,582 | $34,565 | $36,488 |
| Qualifying Distributions | $29,435 | $27,330 | $25,621 |
| Net Investment Income | $52,834 | $12,344 | $6,230 |
| Distributable Amount | $36,014 | $33,259 | $31,167 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Ymca of Manchester ($16,516), Ccmc - Connecticut Childrens Medical Ctr ($8,258).
| Recipient | Purpose | Amount |
|---|---|---|
| CCMC - CONNECTICUT CHILDRENS MEDICAL CTR HARTFORD, CT | UNRESTRICTED GENERAL | $8,258 |
| YMCA OF MANCHESTER MANCHESTER, CT | UNRESTRICTED GENERAL | $16,516 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $10,402 |
Frequently Asked Questions
How large is Willie T Morton Estate Trust?
As of 2025, Willie T Morton Estate Trust holds $615K in total assets with $61K in annual revenue. It awarded 2 grants totaling $25K in 2025.
Where does Willie T Morton Estate Trust operate?
Willie T Morton Estate Trust has awarded grants in Connecticut.
What size grants does Willie T Morton Estate Trust award?
In 2025, Willie T Morton Estate Trust awarded 2 grants totaling $25K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is Willie T Morton Estate Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Willie T Morton Estate Trust reported a distributable amount of $36K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Willie T Morton Estate Trust's EIN?
Willie T Morton Estate Trust's EIN (Employer Identification Number) is 06-6029125. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Willie T Morton Estate Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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