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Foundation Dossiers

New York · Private foundation

Margaret Willis Morton Testamentary Trust

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$15k
Granted FY2024(still arriving)
1
Grants FY2024
1
Organizations funded FY2023
Read the full brief
Median grant, FY2024
$15,000
Largest grant, FY2024
$15,000
States reached, FY2024
1
Total assets, FY2024
$3.1M
Applications
Preselected organizations only
Per its most recent filing; check its own site
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2023 to 2024.

Education$15kArts & Culture$100

Top grantees

Largest recipients by total granted, FY2023 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Yale University$15,0001n/a
Yara Arts Group$10010%

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About Margaret Willis Morton Testamentary Trust

How much does Margaret Willis Morton Testamentary Trust give?
Margaret Willis Morton Testamentary Trust reported 1 grants totaling $15,000 in its FY2024 IRS filing.
What does Margaret Willis Morton Testamentary Trust fund?
By grant dollars over FY2023 to FY2024, its largest causes are Education (99%), Arts & Culture (1%).
Who are Margaret Willis Morton Testamentary Trust's largest grantees?
By total granted over FY2023 to FY2024: Yale University ($15k), Yara Arts Group ($100).
Does Margaret Willis Morton Testamentary Trust accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Where is Margaret Willis Morton Testamentary Trust based?
Margaret Willis Morton Testamentary Trust is based in NY.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 2 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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By state
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