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
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
No grants recorded for .
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 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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