Ivor Oconner Morgan Trust
- Assets
- $5.5m
- Revenue
- $200.1k
- Investments
- $5.5m
- Employees
- 0
- Location
- Dallas, TX
- Founding
- 12/1982
- Data as of
- 12/2023
- EIN
- 75-0990320
Organization Overview
Ivor Oconner Morgan Trust is located in Dallas, TX. The organization was established in 1982. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations.
For the year ending 12/2023, Ivor Oconner Morgan Trust generated $200.1k in total revenue. The organization has seen a slow decline revenue. Over the past 9 years, revenues have fallen by an average of (2.1%) each year. All expenses for the organization totaled $354.4k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Ivor Oconner Morgan Trust has awarded 20 individual grants totaling $1,949,984. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $148,926 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $33,476 |
| Capital Gain Net Income | $33,476 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $17,737 |
| Total Revenue | $200,139 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $61,267 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $5,350 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $3,238 |
| Total operating and administrative expenses | $73,368 |
| Contributions, gifts, grants paid | $281,066 |
| Total expenses and disbursements | $354,434 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $27,945 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $5,510,278 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Ivor Oconner Morgan Trust has awarded $281,066 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
CITY OF DALLAS - ANIMAL CONTROL PURPOSE: ANIMAL CONTROL DIVISION | $25,000 |
FRIENDS OF DALLAS ANIMAL SERVICES PURPOSE: HELPING LOST AND STRAY | $128,033 |
CHILDREN'S MEDICAL FOUNDATION PURPOSE: PEDIATRIC PULMONARY PROGRAM | $128,033 |