Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Katherine A Morey Charitable Trust Ua is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 2018. It holds total assets of $1.5M. Annual income is reported at $279K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2018 to 2024. According to available records, Katherine A Morey Charitable Trust Ua has made 10 grants totaling $417K, with a median grant of $46K. Annual giving has grown from $106K in 2021 to $184K in 2023. Individual grants have ranged from $32K to $53K, with an average award of $42K. The foundation has supported 2 unique organizations. Grant recipients are concentrated in Massachusetts. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Katherine A Morey Charitable Trust Ua primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 10 grants. Its grantmaking reaches organizations primarily in MA.
Katherine A Morey Charitable Trust Ua has distributed a total of $417K across 10 grants. The median grant size is $46K, with an average of $42K. Individual grants have ranged from $32K to $53K.
Katherine A Morey Charitable Trust Ua typically selects its grantees rather than accepting unsolicited proposals.
Katherine A Morey Charitable Trust Ua is headquartered in DALLAS, TX.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America | TRUSTEE | $2K | $0 | $2K |
Total Giving
$102K
Total Assets
$1.4M
Fair Market Value
$1.5M
Net Worth
$1.4M
Grants Paid
$92K
Contributions
N/A
Net Investment Income
$28K
Distribution Amount
$72K
Total Grants
10
Total Giving
$417K
Average Grant
$42K
Median Grant
$46K
Unique Recipients
2
Most Common Grant
$46K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Mspca-AngellUNRESTRICTED GENERAL | Jamaica Plain, MA | $46K | 2023 |
| Animal Rescue League Of BostonUNRESTRICTED GENERAL | Boston, MA | $46K | 2023 |