The Jess and Palma Morgan Foundation
EIN 954279684Total Given 2016–2024
$1.6M
85 grants · $180K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$20K
typical small grants · $10K–$25K
grant size
82%
deep partner · 23/28 multi-year
repeat
$6.9M
Assets (2024)
28
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
SUSAN J OLLWEILER
Phone
(323) 634-2400
Deadlines
AUGUST 1ST OF EACH YEAR
How to Apply
APPLICATIONS SHOULD BE IN WRITING AND MUST INCLUDE A DESCRIPTION OF CHARITABLE PURPOSE. ADDITIONALLY, PLEASE INCLUDE THE MOST RECENT FORM 990/ 990PF, BUDGET, 501(C)(3) LETTER AND LIST OF MAJOR CONTRIBUTORS.
Restrictions
NONE
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $71K | $325K | $3K | 3 |
| 2017 | $70K | $495K | $65K | 2 |
| 2018 | $70K | $473K | $77K | 2 |
| 2019 | N/A | $6.8M | $5.3M | N/A |
| 2020 | $70K | $7.4M | $407K | 2 |
| 2021 | $305K | $7.6M | $514K | 17 |
| 2022 | $375K | $6.3M | $652K | 23 |
| 2023 | $345K | $6.5M | $-82K | 19 |
| 2024 | $318K | $6.9M | $603K | 17 |
Grant Size Distribution
Based on 85 grants on record
Minimum
$1K
25th Pctl
$10K
Median
$20K
Average
$19K
75th Pctl
$25K
Maximum
$50K
Geographic Distribution
Officers & Directors
SO
Susan J Ollweiler
President & Director
Leadership
GT
Gene Torncello
Vice President & Director
Leadership
TB
Timothy D Bodner
Chief Financial Officer
GL
Gary Levenstein
Secretary & Director
Leadership
SO
Susan J Ollweiler
President & Director
Leadership
GT
Gene Torncello
Vice President & Director
Leadership
TB
Timothy D Bodner
Chief Financial Officer
GL
Gary Levenstein
Secretary & Director
Leadership
SO
Susan J Ollweiler
President & Director
Leadership
GT
Gene Torncello
Vice President & Director
Leadership
TB
Timothy D Bodner
Chief Financial Officer
GL
Gary Levenstein
Secretary & Director
Leadership
GL
Gary Levenstein
President & Director
Leadership
GT
Gene Torncello
Vice President & Director
Leadership
TB
Timothy D Bodner
Chief Financial Officer
SO
Susan J Ollweiler
Secretary
Leadership
PB
Pam Baldonado
Director
GL
Gary Levenstein
President & Director
Leadership
GT
Gene Torncello
Vice President & Director
Leadership
TB
Timothy D Bodner
Chief Financial Officer
SO
Susan J Ollweiler
Secretary
Leadership
PB
Pam Baldonado
Director
GT
Gene Torncello
Vice President & Director
Leadership
GL
Gary Levenstein
President & Director
Leadership
TB
Timothy D Bodner
Chief Financial Officer
SO
Susan J Ollweiler
Secretary
Leadership
PB
Pam Baldonado
Director
PM
Palma S Morgan
President & Director
Leadership
GT
Gene Torncello
Vice President & Director
Leadership
GL
Gary Levenstein
Cfo & Director
SO
Susan J Ollweiler
Secretary & Director
Leadership
GT
Gene Torncello
Vice President & Director
Leadership
PM
Palma S Morgan
President & Director
Leadership
GL
Gary Levenstein
Cfo & Director
SO
Susan J Ollweiler
Secretary & Director
Leadership
GT
Gene Torncello
Vice President & Director
Leadership
PM
Palma S Morgan
President & Director
Leadership
GL
Gary Levenstein
Cfo & Director
SO
Susan J Ollweiler
Secretary & Director
Leadership
Grants Awarded (85 total)
| Purpose | ||||
|---|---|---|---|---|
| Standford Graduate School of Business | Palo Alto, CA | $50,000 | GENERAL | 2018 |
| Standford Graduate School of Business | Palo Alto, CA | $50,000 | GENERAL | 2020 |
| Standford Graduate School of Business | Palo Alto, CA | $50,000 | GENERAL | 2021 |
| Standford Graduate School of Business | Stanford, CA | $50,000 | GENERAL | 2016 |
| Standford Graduate School of Business | Palo Alto, CA | $50,000 | GENERAL | 2017 |
| Children'S Hospital Los Angeles | Los Angeles, CA | $40,000 | GENERAL | 2022 |
| Children'S Hospital Los Angeles | Los Angeles, CA | $40,000 | GENERAL | 2023 |
| Children'S Hospital Los Angeles | Los Angeles, CA | $40,000 | GENERAL | 2024 |
| Fisher House Foundation | Rockville, MD | $30,000 | GENERAL | 2021 |
| Tunnel to Towers Foundation | Staten Island, NY | $30,000 | GENERAL | 2021 |
| Fisher House Foundation | Rockville, MD | $30,000 | GENERAL | 2022 |
| Tunnel to Towers Foundation | Staten Island, NY | $30,000 | GENERAL | 2022 |
| Fisher House Foundation | Rockville, MD | $30,000 | GENERAL | 2023 |
| Cedars-Sinai Medical Center | Los Angeles, CA | $25,000 | GENERAL | 2021 |
| Children'S Hospital Los Angeles | Los Angeles, CA | $25,000 | GENERAL | 2021 |
| Cedars-Sinai Medical Center | Los Angeles, CA | $25,000 | GENERAL | 2022 |
| Griffith Observatory Foundation | Los Angeles, CA | $25,000 | GENERAL | 2022 |
| Cedars-Sinai Medical Center | Los Angeles, CA | $25,000 | GENERAL | 2023 |
| Griffith Observatory Foundation | Los Angeles, CA | $25,000 | GENERAL | 2023 |
| Cedars-Sinai Medical Center | Los Angeles, CA | $25,000 | GENERAL | 2024 |
| Fisher House Foundation | Rockville, MD | $25,000 | GENERAL | 2024 |
| Griffith Observatory Foundation | Los Angeles, CA | $25,000 | GENERAL | 2024 |
| Friendly House | Los Angeles, CA | $22,500 | GENERAL | 2024 |
| Safe Place for Youth | Venice, CA | $22,500 | GENERAL | 2024 |
| Usc - Marshall School of Business | Los Angeles, CA | $20,000 | GENERAL | 2018 |