Willie T Morton Estate Trust
EIN 066029125 Private FoundationTotal Given 2021–2025
$199K
10 grants · $40K avg/year
based on 5 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$13K
typical small grants · $9K–$16K
grant size
67%
deep partner · 2/3 multi-year
repeat
$772K
Assets (2025)
3
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(888) 866-3275
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | N/A | $703K | $40K | N/A |
| 2021 | $23K | $873K | $59K | 2 |
| 2022 | $107K | $619K | $136K | 2 |
| 2023 | $22K | $658K | $-14K | 2 |
| 2024 | $23K | $715K | $23K | 2 |
| 2025 | $25K | $772K | $61K | 2 |
Grant Size Distribution
Based on 10 grants on record
Minimum
$7K
25th Pctl
$9K
Median
$13K
Average
$20K
75th Pctl
$16K
Maximum
$91K
Geographic Distribution
Officers & Directors
BA
Bank of America
4 yrs
Trustee
BA
Bank of America
4 yrs
Trustee
BA
Bank of America
4 yrs
Trustee
BA
Bank of America
4 yrs
Trustee
BA
Bank of America N a
2 yrs
Trustee
BA
Bank of America N a
2 yrs
Trustee
Grants Awarded (10 total)
| Purpose | ||||
|---|---|---|---|---|
| Ymca of Manchester | Manchester, CT | $90,845 | UNRESTRICTED GENERAL | 2022 |
| Ymca of Manchester | Manchester, CT | $16,516 | UNRESTRICTED GENERAL | 2025 |
| Ccmc - Connecticut Childrens Medical Ctr | Hartford, CT | $15,812 | UNRESTRICTED GENERAL | 2022 |
| Ymca of Manchester | Manchester, CT | $15,350 | UNRESTRICTED GENERAL | 2024 |
| Ymca of Manchester | Manchester, CT | $14,451 | UNRESTRICTED GENERAL | 2023 |
| Connecticut Childrens Medical Center | Hartford, CT | $11,625 | UNRESTRICTED GENERAL | 2021 |
| Ymca of Manchester | Manchester, CT | $11,625 | UNRESTRICTED GENERAL | 2021 |
| Ccmc - Connecticut Childrens Medical Ctr | Hartford, CT | $8,258 | UNRESTRICTED GENERAL | 2025 |
| Ccmc - Connecticut Childrens Medical Ctr | Hartford, CT | $7,675 | UNRESTRICTED GENERAL | 2024 |
| Ccmc - Connecticut Childrens Medical Ctr | Hartford, CT | $7,226 | UNRESTRICTED GENERAL | 2023 |
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