Morgan Family Foundation
EIN 300205024
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2018–2023
$11.9M
719 grants · $2.0M avg/year
based on 6 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$1K
typical micro grants · $500–$8K
grant size
31%
supporter · 106/341 multi-year
repeat
$49.6M
Assets (2023)
341
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
PLEASE VISIT WWWMORGANFAMILYFDNORG
Phone
(937) 767-9208
Deadlines
FIRST LOI DEADLINE: JANUARY 13, 2023; SECOND LOI DEADLINE: NOT YET SET, BUT TYPICALLY DUE IN JUNE.
How to Apply
ORGANIZATIONS SEEKING GRANTS SHOULD FIRST REVIEW THE FOUNDATION'S GRANT GUIDELINES AND PROCESS AVAILABLE AT WWW.MORGANFAMILYFDN.ORG. FOR SOCIAL EQUITY FUNDING, THERE IS A TWO-STEP PROCESS THAT BEGINS WITH A LETTER OF INQUIRY (LOI), WHICH CONSISTS OF BRIEF INFORMATION ABOUT THE ORGANIZATION, THE REQUESTED GRANT, AND FINANCIAL INFORMATION. THE FOUNDATION THEN INVITES SOME LOIS TO PROVIDE MORE DETAILS AS A FULL APPLICATION. THERE IS CURRENTLY NOT AN OPEN APPLICATION PROCESS FOR OUR GLOBAL WARMING AND END-OF-LIFE PROGRAMS. GRANTS IN THESE TWO AREAS ARE INITIATED BY THE FOUNDATION AFTER SOME RESEARCH AND DISCUSSION WITH ORGANIZATIONS WORKING ON THESE ISSUES. THE FOUNDATION INVITES SELECTED ORGANIZATIONS TO COMPLETE AN ONLINE GRANT REQUEST. IN ALL THREE PROGRAMS, NONPROFIT APPLICANTS MAY PROVIDE FURTHER INFORMATION VERBALLY THROUGH SCHEDULED VISIT(S) OR CONVERSATION(S) WITH A FOUNDATION PROGRAM OFFICER.
Restrictions
MOST FOUNDATION GRANTS ARE AWARDED TO 501(C)(3) PUBLIC CHARITIES, AND FOCUS ON ADVANCING SOCIAL EQUITY IN ST. CLOUD, MITIGATING GLOBAL WARMING IN MINNESOTA, AND ADDRESSING END-OF-LIFE ISSUES IN CENTRAL MINNESOTA. THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS OR FOR LOBBYING LEGISLATION OR INFLUENCING PUBLIC ELECTIONS. THE FOUNDATION ALSO AWARDS OCCASIONAL GRANTS TO PRE-SELECTED PUBLIC CHARITIES IN OTHER LOCALITIES AND/OR FOR OTHER PURPOSES.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $2.1M | $43.5M | $3.5M | 153 |
| 2019 | N/A | $49.1M | $3.3M | N/A |
| 2020 | $2.1M | $51.8M | $1.6M | 102 |
| 2021 | $2.4M | $56.6M | $7.6M | 171 |
| 2022 | $2.6M | $46.2M | $2.8M | 89 |
| 2023 | $2.6M | $49.6M | $6.3M | 204 |
Grant Size Distribution
Based on 719 grants on record
Minimum
$100
25th Pctl
$500
Median
$1K
Average
$16K
75th Pctl
$8K
Maximum
$1.5M
Geographic Distribution
Texas Counties Served
1.1% of US grants
· Rank #15 of 33 states
$2K across
8 grants
4 of 254 counties
Top 4 counties
- 1 Bexar
- 2 Dallas
- 3 Smith
- 4 Travis
Officers & Directors
LM
Lee M Morgan
6+ yrs
President
Leadership
VM
Victoria a Morgan
6+ yrs
Vice President
Leadership
SW
Stephen T Williams
6+ yrs
Cfo/Assistant Treasurer
Leadership
BC
Barclay Carriar
6+ yrs
Treasurer
Leadership
LK
Lori M Kuhn
6+ yrs
Exec. Director/Secretary
Leadership
RB
Ronald Brandenburg
6+ yrs
Director
JT
Judith Thompson
6+ yrs
Director
ES
Erica Smith
3 yrs
Director
EH
Eric Hart
3 yrs
Director
AM
Asha Morgan Moran
6+ yrs
Director
LM
Lee M Morgan
6+ yrs
President
Leadership
VM
Victoria a Morgan
6+ yrs
Vice President
Leadership
SW
Stephen T Williams
6+ yrs
Cfo/Assistant Treasurer
Leadership
BC
Barclay Carriar
6+ yrs
Treasurer
Leadership
LK
Lori M Kuhn
6+ yrs
Exec. Director/Secretary
Leadership
AM
Asha Morgan Moran
6+ yrs
Director
EH
Eric Hart
3 yrs
Director
ES
Erica Smith
3 yrs
Director
JT
Judith Thompson
6+ yrs
Director
KM
Karla Morgan
5 yrs
Director
RB
Ronald Brandenburg
6+ yrs
Director
LM
Lee M Morgan
6+ yrs
President
Leadership
VM
Victoria a Morgan
6+ yrs
Vice President
Leadership
SW
Stephen T Williams
6+ yrs
Cfo/Assistant Treasurer
Leadership
BC
Barclay Carriar
6+ yrs
Treasurer
Leadership
LK
Lori M Kuhn
6+ yrs
Exec. Director/Secretary
Leadership
AM
Asha Morgan Moran
6+ yrs
Director
EH
Eric Hart
3 yrs
Director
ES
Erica Smith
3 yrs
Director
JT
Judith Thompson
6+ yrs
Director
KM
Karla Morgan
5 yrs
Director
RB
Ronald Brandenburg
6+ yrs
Director
LM
Lee M Morgan
6+ yrs
President
Leadership
VM
Victoria a Morgan
6+ yrs
Vice President
Leadership
SW
Stephen T Williams
6+ yrs
Cfo/Assistant Treasurer
Leadership
BC
Barclay Carriar
6+ yrs
Treasurer
Leadership
LK
Lori M Kuhn
6+ yrs
Exec. Director/Secretary
Leadership
KM
Karla Morgan
5 yrs
Director
JT
Judith Thompson
6+ yrs
Director
AM
Asha Morgan Moran
6+ yrs
Director
RB
Ronald Brandenburg
6+ yrs
Director
LM
Lee M Morgan
6+ yrs
President
Leadership
VM
Victoria a Morgan
6+ yrs
Vice President
Leadership
SW
Stephen T Williams
6+ yrs
Cfo/Assistant Treasurer
Leadership
BC
Barclay Carriar
6+ yrs
Treasurer
Leadership
LK
Lori M Kuhn
6+ yrs
Exec. Director/Secretary
Leadership
AM
Asha Morgan Moran
6+ yrs
Director
JT
Judith Thompson
6+ yrs
Director
KM
Karla Morgan
5 yrs
Director
RB
Ronald Brandenburg
6+ yrs
Director
LM
Lee M Morgan
6+ yrs
President
Leadership
VM
Victoria a Morgan
6+ yrs
Vice President
Leadership
SW
Stephen T Williams
6+ yrs
Cfo/Assistant Treasurer
Leadership
MM
Matthew Morgan
Treasurer
Leadership
LK
Lori M Kuhn
6+ yrs
Exec. Director/Secretary
Leadership
AM
Asha Morgan Moran
6+ yrs
Director
BC
Barclay Carriar
6+ yrs
Director
JT
Judith Thompson
6+ yrs
Director
KM
Karla Morgan
5 yrs
Director
RB
Ronald Brandenburg
6+ yrs
Director
Grants Awarded (719 total)
| Purpose | ||||
|---|---|---|---|---|
| Antioch College Corporation | Yellow Springs, OH | $1,500,000 | FOURTH YEAR OF 5-YEAR GRANT FOR FAST-TRACK FOR ANTIOCH: SUPPORTING THE COLLEGE'S QUEST FOR ACCREDITATION | 2018 |
| Antioch College Corporation | Yellow Springs, OH | $350,000 | YEAR 2 OF 3-YEAR GRANT: INCREASING SUSTAINABLE ENROLLMENT FOR A COLLEGE OF PRACTICE | 2020 |
| St Cloud Area Family Ymca | St Cloud, MN | $200,000 | FINAL PAYMENT ON A 5-YEAR GRANT FOR THE COMMUNITY AQUATIC CENTER | 2018 |
| Arthur Morgan School | Burnsville, NC | $200,000 | BUILDING THE FUTURE, THE CAMPAIGN FOR ARTHUR MORGAN SCHOOL | 2020 |
| Yellow Springs Community Foundation | Yellow Springs, OH | $165,000 | (COMPETITIVE) YELLOW SPRINGS COMMUNITY SUPPORT OVER THREE YEARS | 2022 |
| Farmers Union Foundation | St Paul, MN | $150,000 | (COMPETITIVE) EMPOWERING FARMER LEADERSHIP ON CLIMATE AND WORKING LANDS, YEAR 1 OF TWO YEARS | 2022 |
| Farmers Union Foundation | St Paul, MN | $150,000 | (COMPETITIVE) EMPOWERING FARMER LEADERSHIP ON CLIMATE AND WORKING LANDS (YEAR 2 OF TWO YEARS) | 2022 |
| Farmers Union Foundation | St Paul, MN | $150,000 | (CORE) EMPOWERING FARMER LEADERSHIP ON CLIMATE AND WORKING LANDS (YEAR 2 OF 2 YEARS) | 2023 |
| Sahan Journal | St Paul, MN | $140,000 | (COMPETITIVE) CLIMATE CHANGE REPORTING AND EDITORIAL SUPPORT, YEAR 1 OF 2 | 2021 |
| Sahan Journal | St Paul, MN | $120,000 | (COMPETITIVE) CLIMATE CHANGE REPORTING AND EDITORIAL SUPPORT, YEAR 2 OF 2 | 2021 |
| Sahan Journal | St Paul, MN | $120,000 | (COMPETITIVE) CLIMATE CHANGE REPORTING AND EDITORIAL SUPPORT, YEAR 2 OF TWO YEARS | 2022 |
| Promise Neighborhood of Central Minnesota | St Cloud, MN | $120,000 | (CORE) RAISE THE BAR (YEARS 2 & 3 OF 3 YEARS) | 2023 |
| Antioch College Corporation | Yellow Springs, OH | $100,000 | (COMPETITIVE) INCREASING SUSTAINABLE ENROLLMENT FOR A COLLEGE OF PRACTICE | 2021 |
| Boys & Girls Clubs of Central Minnesota | St Cloud, MN | $100,000 | (COMPETITIVE) EASTSIDE, ROOSEVELT & SOUTHSIDE BOYS & GIRLS CLUBS PROGRAMMING FOR YOUTH | 2022 |
| Central Lakes College | Staples, MN | $100,000 | (COMPETITIVE) AGCENTRIC: COVER CROP FINANCIAL EDUCATION TO SUPPORT FARMERS IN MITIGATING AND ADAPTING TO GLOBAL WARMING | 2022 |
| Citizens Utility Board of Minnesota | St Paul, MN | $100,000 | (COMPETITIVE) CONSUMER ADVOCACY TO DECARBONIZE MINNESOTA'S UTILITY SECTOR, YEAR 1 OF TWO YEARS | 2022 |
| Sharing Our Roots | Northfield, MN | $100,000 | (COMPETITIVE) CLIMATE LAND LEADERS IN MINNESOTA: OPTIMISM, COMMITMENT AND ACTION | 2022 |
| Citizens Utility Board of Minnesota | St Paul, MN | $100,000 | (COMPETITIVE) CONSUMER ADVOCACY TO DECARBONIZE MINNESOTA'S UTILITY SECTOR (YEAR 2 OF TWO YEARS) | 2022 |
| Citizens Utility Board of Minnesota | St Paul, MN | $100,000 | (CORE) CONSUMER ADVOCACY TO DECARBONIZE MINNESOTA'S UTILITY SECTOR | 2023 |
| Climate Land Leaders | Minneapolis, MN | $100,000 | (CORE) ADDRESSING GLOBAL WARMING WITH URGENCY AND OPTIMISM ON MINNESOTA FARMLAND | 2023 |
| Clean Up the River Environment | Montevideo, MN | $100,000 | (CORE) BUILDING THE CAPACITY AND IMPACT OF CURE'S ENERGY DEMOCRACY PROGRAM (YEAR 2 OF 2 YEARS) | 2023 |
| Hmong American Farmers Association | West Saint Paul, MN | $100,000 | (CORE) SUPPORTING SMALL-SCALE HMONG FARMERS WITH TRAINING, SUPPORT, AND SERVICES TO CONTINUE THEIR CLIMATE CHANGE... | 2023 |
| Clean Up the River Environment | Montevideo, MN | $91,500 | (COMPETITIVE) BUILDING THE CAPACITY AND IMPACT OF CURE'S ENERGY DEMOCRACY PROGRAM, YEAR 3 | 2022 |
| Light the Legacy | St Cloud, MN | $90,000 | (COMPETITIVE) EXPANSION BEYOND THE "TIPPING POINT:" BUILDING CAPACITY FOR LIGHT THE LEGACY | 2021 |
| Sahan Journal | St Paul, MN | $90,000 | (CORE) CLIMATE REPORTING ON MINNESOTAS COMMUNITIES OF COLOR (YEAR 1 OF 2 YEARS) | 2023 |