MORGAN H & AIMEE THOMAS FOUNDATION

Linwood, NJ 082211046 EIN 236275606

https://N/A
Total Given 2016–2017
$37K
19 grants · $18K avg/year
based on 2 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$1K
typical micro grants · $500–$2K
grant size
12%
transactional · 2/17 multi-year
repeat
$698K
Assets · 2017
17
Distinct recipients

About

This is a small private foundation operated by volunteers. The trustee did demonstrate ordinary business care and prudence in meeting the tax filing requirements. An extension was timely filed. When it came time to file the return the foundation enlisted our services and provide the 1099 tax documents and year-end bank and brokerage statements. On October 31st, 2018 our office contacted the client and informed them that that we needed each monthly statement for the brokerage and bank account. This information was downloaded directly from the clients' brokerage account and emailed to our office. For some reason the PDF files that we received from the broker were blank. Because the client is on the west coast and our firm is on the east coast we thought it would be faster to resolve the technical issues vs. having them mailed. Unfortunately It took much longer then expected to resolve this issue resulting in the delay in filing the return. I think that the foundation has proven reasonable cause and is requesting abatement of the late filing penalty.

Focus Areas

Education Human Services Youth Development Community Development

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Contact Person Children Hunger Fund
Phone 3236975340

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2016 $15K $628K $15K 8
2017 $22K $698K $23K 11

Grant Size Distribution

Based on 19 grants on record

Minimum
$100
25th Pctl
$500
Median
$1K
Average
$2K
75th Pctl
$2K
Maximum
$9K

Geographic Distribution

US Grant Distribution Map

Key Personnel

NameTitleCompensation
BO ZENGA Trustee —

Grants Awarded (19 total)

Purpose
Notre Dame Regional High School SHERMAN OAKS, CA $9,000 TUITION ASSISTANCE CATHOLIC EDUCATION. 2017
CAAMERACommunity Partners Los Angelas, CA $5,000 PROMOTE COMMUNITY SOLUTIONS. 2016
Friend of Wonderland Los Angelas, CA $4,400 Supporting education 2017
Friends of Wonderland LOS ANGELES, CA $3,100 Education 2016
Trustees For the University of Penn Philadelphia, PA $2,500 Education 2016
Lady Bombers Woodland Hills, CA $2,000 PROMOTE GIRLS SPORTS 2016
Trustees For the University of Penn Philadelphia, PA $2,000 Education 2017
Charity Buzz Inc Los Angeles, CA $1,900 Education for underprivileged youth. 2017
Hopeful Hearts Newport Beach, CA $1,300 Provide financial support to families with childred of congenital heart disease. 2016
Children's Hospital Los Angeles Los Angeles, CA $1,000 Earmarked for the treatment and study of children with Leukemia 2017
Children Hunger Fund Sylmar, CA $1,000 Food cupboard 2017
Children of the Caribbean Foundatio Beverly Hills, CA $550 Fight poverty and hunger in the Caribbean 2016
Children of the Caribbean Foundatio Beverly Hills, CA $500 Fight poverty and hunger in the Caribbean 2017
Juvenile Diabetes Research Foundati LOS ANGELES, CA $500 To fund research for the cure of Juvenile Diabetes. 2016
Northridge All-Girls Softball Los Angeles, CA $500 Scholarships for underprivileged girls. 2017
LA Regional Food Bank Los Angelas, CA $500 FOOD BANK FOR RESIDENTS OF THE COMMUNITY. 2017
Baron Jay Foundation Los Angeles, CA $500 Promotion and literacy in economically distressed and underserved communities. 2017
Faces 4 Autism Egg Harbor Twp, NJ $200 Education and support of families with Autism. 2017
ST Jude's Children Hospital Memphis, TN $100 Medical care and research for children. 2016