Well Told Grants

Foundations / New York

Margaret Willis Morton Testamentary Trust

Preselected recipients only New York, New York · EIN 886541290

Margaret Willis Morton Testamentary Trust is a private foundation in New York, New York. In tax year 2024 it gave $15,000 in 1 grant; the typical grant was $15,000 and the largest $15,000. It only gives to organizations it selects itself and does not accept unsolicited applications.

From its IRS Form 990-PF for tax year 2024.

Giving in 2024 was up from $100 the year before.

100% of its 2024 grantees had not received a grant from it the year before, a sign it is open to new organizations.

Giving by year

Tax yearGrants paidNumber of grantsAssets
2023$1001$3.2 million
2024$15,0001$3.9 million

How to apply

Margaret Willis Morton Testamentary Trust says in its IRS filing that it only makes contributions to preselected organizations, so unsolicited applications are unlikely to be considered. Organizations it funds are usually invited.

Foundation website IRS filings on ProPublica

What Margaret Willis Morton Testamentary Trust funds

Where it gives

All of its grants went to recipients in Connecticut.

StateGrantsAmount
Connecticut1$15,000

Grants paid in 2024

All 1 grants
RecipientPurposeAmount
Yale University
New Haven, CT
Donation$15,000

Officers and trustees

As listed in Part VIII of the 2024 filing.

Questions people ask

Does Margaret Willis Morton Testamentary Trust accept grant applications?

No. Its IRS filing says it only makes contributions to preselected organizations.

How much does Margaret Willis Morton Testamentary Trust give?

$15,000 in tax year 2024, across 1 grant, with a typical grant of $15,000.

Who runs Margaret Willis Morton Testamentary Trust?

Its 2024 filing lists Bonnie Yochelson (Trustee).

What does Margaret Willis Morton Testamentary Trust fund?

Based on its grants, mainly education.

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