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.
Key facts about Willie T Morton Estate Trust
In short: Willie T Morton Estate Trust gave $25K across 2 grants in 2025 (avg $12K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- EIN
- 06-6029125
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $24,774
- Grants made (2025)
- 2
- Average grant
- $12,387
- Median grant
- $12,387
- Total assets
- $615,298
- Primary geography
- Connecticut (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
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.
How Willie T Morton Estate Trust gives
- Giving fell 77% from 2022 to 2025. Method
- In 2025 it paid out 82% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $22K (2023) to $107K (2022). In 2025 it made 2 grants totaling $25K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was YMCA of Manchester ($17K). Together the top 2 received $25K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 9 grants of 10 (90%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| YMCA of Manchester Manchester, CT | Unrestricted General | $16,516 |
| CCMC - Connecticut Childrens Medical Ctr Hartford, CT | Unrestricted General | $8,258 |
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
Willie T Morton Estate 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
$11K (2022) → $10K (2025)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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 $10K, to Bank of America (Trustee).
Frequently asked questions about Willie T Morton Estate Trust
How much does Willie T Morton Estate Trust give each year?
Willie T Morton Estate Trust gave $25K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $23K across 2 grants.
How large is Willie T Morton Estate Trust?
Willie T Morton Estate Trust reported $615K in total assets on its 2025 IRS Form 990-PF. It paid out $29K in qualifying distributions that year, against a required minimum of $36K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Willie T Morton Estate Trust operate?
Willie T Morton Estate Trust has awarded grants in Connecticut.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Willie T Morton Estate Trust by hand.
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