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Willie T Morton Estate Trust is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 1942. The principal officer is Conn Bk & Trust Co. It holds total assets of $615K. Annual income is reported at $142K. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2021 to 2024. According to available records, Willie T Morton Estate Trust has made 8 grants totaling $173K, with a median grant of $13K. Annual giving has grown from $23K in 2021 to $43K in 2023. Grantmaking activity was highest in 2022 with $107K distributed across 2 grants. Individual grants have ranged from $7K to $91K, with an average award of $22K. The foundation has supported 3 unique organizations. Grant recipients are concentrated in Connecticut. 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.
Willie T Morton Estate Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 8 grants. Its grantmaking reaches organizations primarily in CT.
Willie T Morton Estate Trust has distributed a total of $173K across 8 grants. The median grant size is $13K, with an average of $22K. Individual grants have ranged from $7K to $91K.
Willie T Morton Estate Trust typically selects its grantees rather than accepting unsolicited proposals.
Willie T Morton Estate Trust is headquartered in DALLAS, TX.
Officer and trustee information is not yet available for this foundation. This data is typically reported in Part VIII of the 990-PF filing.
Total Giving
$35K
Total Assets
$598K
Fair Market Value
$715K
Net Worth
$598K
Grants Paid
$23K
Contributions
N/A
Net Investment Income
$12K
Distribution Amount
$33K
Total Grants
8
Total Giving
$173K
Average Grant
$22K
Median Grant
$13K
Unique Recipients
3
Most Common Grant
$14K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Ymca Of ManchesterUNRESTRICTED GENERAL | Manchester, CT | $14K | 2023 |
| Ccmc - Connecticut Childrens Medical CtrUNRESTRICTED GENERAL | Hartford, CT | $7K | 2023 |
| Connecticut Childrens Medical CenterUNRESTRICTED GENERAL | Hartford, CT | $12K | 2021 |