Aela & Donald Morgan Charitable
Aela & Donald Morgan Charitable is a private foundation based in New York, New York. Its 2024 filing reports grants for scholarships supporting students who demonstrate merit, potential, and financial need and attend a high school in the Grossmont Union High School District in San Diego County, California.
Aela & Donald Morgan Charitable at a glance
In short: Aela & Donald Morgan Charitable gave $111K across 18 grants in 2024 (avg $6K), mostly in California. 18% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $111,012
- +34.5% vs 2023
- Grants made (2024)
- 18
- +12.5% vs 2023
- Average grant
- $6,167
- +19.6% vs 2023
- Median grant
- $5,000
- Total assets
- $28,505
- +307.8% vs 2023
- New grantees (estimate)
- 18% first-time grantees (3 of 17, 2024; small sample)
- Primary geography
- California (84% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Aela & Donald Morgan Charitable
- How to Apply
-
The filing says the local committee is a principal, or the principal’s designee, at each high school in the Grossmont Union High School District. A complete application must include an application form, high school transcript, recommendation letters from a teacher and a parent or guardian, and an employer’s recommendation (or a substitute letter if the candidate has never been employed), an essay, a FAFSA copy, and any available post-secondary acceptance letters and financial-aid offers. Recipients must generally maintain full-time enrollment at a qualified educational institution and a 2.5 GPA, meet other eligibility conditions listed in the filing, and submit annual reports. Part-time enrollment may be allowed at the board’s discretion for good cause.
- Review Cycle
- The filing states that complete applications must be submitted to the relevant local committee by February 1; it does not specify the year for this deadline.
- Deadline
- The filing states that complete applications must be submitted to the relevant local committee by February 1; it does…
- Contact
Application contact: Various - Local Committee As Define
Mailing address: Various, Various Ny, NY 10004
Phone: (212) 574-1219
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Aela & Donald Morgan Charitable funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Angelana De Tate -Dr Claire Tremain ($12K). Together the top 10 received $78K.
Organizations only. It also paid 2 individual scholarships ($20,000), which are not listed by name.
Grant Size Distribution
101 grants across all recorded years
The most common grant size was under $50K: 101 grants of 101 (100%).
Geographic Focus
Where this funder awards grants
The 2024 filing reports that 84% of grant dollars went to recipients in California, 14% to Colorado, and 2% to Ohio. The scholarship purpose specifically identifies eligible high schools in the Grossmont Union High School District in San Diego County, California.
Grant Distribution by State
Share of 2024 grant dollars across all 18 itemized grants.
Cities
Is Aela & Donald Morgan Charitable open to new grantees?
18%
first-time grantees, 2024
In 2024, 3 of 17 grantees (18%) were first-time recipients. With only 17 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $4K; repeat grants $7K. How we count
Medians: $4K first-time, $7K repeat.
- 76% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−4%). Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $83K (2023) to $115K (2021). In 2024 it made 18 grants totaling $111K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 2 individual scholarships Recipients not named | — | $20,000 |
| Angelana De Tate -Dr Claire Tremain Pomona, CA | The purpose of the dr. Claire tremaine & george mentas scholarship is to provide financial assistance to high school students who demonstrate merit, potential and financial need and who attend a high school within the grossmont union high schoool district in san Diego county, California. The scholarships are awarded for exclusively educational purposes related to the matriculation of the recipients at an accredited post-secondary educational institution. The above recipient was awarded $10,000 per year for four years, subject to certain restrictions and limitations on awards, as described in statement 7. The scholarship is payable toward only the cost of tuition, books, on-campus dormitory and cafeteria plan. All payments are made directly to the educational institution or other appropriate vendor and no payments are made outright to the recipient. | $11,557 |
| Domonique Beck -Dr Claire Tremaine Fullerton, CA | The purpose of the dr. Claire tremaine & george mentas scholarship is to provide financial assistance to high school students who demonstrate merit, potential and financial need and who attend a high school within the grossmont union high school district in san Diego county, California. The scholarships are awarded for exclusively educational purposes related to the matriculation of the recipients at an accredited post-secondary educational institution. The above recipient was awarded $10,000 per year for four years, subject to certain restrictions and limitations on awards, as described in statement 7. The scholarship is payable toward only the cost of tuition, books, on-campus dormitory and cafeteria plan. All payments are made directly to the educational institution or other appropriate vendor and no payments are made outright to the recipient. | $11,334 |
| Jayden Moreno - Dr Claire Tremaine San Diego, CA | The purpose of the dr. Claire tremaine & george mentas scholarship is to provide financial assistance to high school students who demonstrate merit, potential and financial need and who attend a high school within the grossmont union high school district in san Diego county, California. The scholarships are awarded for exclusively educational purposes related to the matriculation of the recipients at an accredited post-secondary educational institution. The above recipient was awarded $3,000 per year for four years, subject to certain restrictions and limitations on awards, as described in statement 7. The scholarship is payable toward only the cost of tuition, books, on-campus dormitory and cafeteria plan. All payments are made directly to the educational institution or other appropriate vendor and no payments are made outright to the recipient. | $10,634 |
| Rita Kamal -Dr Claire Tremaine Geor Los Angeles, CA | The purpose of the dr. Claire tremaine & george mentas scholarship is to provide financial assistance to high school students who demonstrate merit, potential and financial need and who attend a high school within the grossmont union high school district in san Diego county, California. The scholarships are awarded for exclusively educational purposes related to the matriculation of the recipients at an accredited post-secondary educational institution. The above recipient was awarded a $7,500 one-time grant, subject to certain restrictions and limitations on awards, as described in statement 7. The scholarship is payable toward only the cost of tuition, books, on-campus dormitory and cafeteria plan. All payments are made directly to the educational institution or other appropriate vendor and no payments are made outright to the recipient. | $9,747 |
| Caitlyn Bales -Dr Claire Tremaine G San Diego, CA | The purpose of the dr. Claire tremaine & george mentas scholarship is to provide financial assistance to high school students who demonstrate merit, potential and financial need and who attend a high school within the grossmont union high school district in san Diego county, California. The scholarships are awarded for exclusively educational purposes related to the matriculation of the recipients at an accredited post-secondary educational institution. The above recipient was awarded $7,500 per year for four years, subject to certain restrictions and limitations on awards, as described in statement 7. The scholarship is payable toward only the cost of tuition, books, on-campus dormitory and cafeteria plan. All payments are made directly to the educational institution or other appropriate vendor and no payments are made outright to the recipient. | $7,877 |
| Kiari Fahrney -Dr Claire Tremaine G Berkeley, CA | The purpose of the dr. Claire tremaine & george mentas scholarship is to provide financial assistance to high school students who demonstrate merit, potential and financial need and who attend a high school within the grossmont union high school district in san Diego county, California. The scholarships are awarded for exclusively educational purposes related to the matriculation of the recipients at an accredited post-secondary educational institution. The above recipient was awarded $7,500 per year for four years, subject to certain restrictions and limitations on awards, as described in statement 7. The scholarship is payable toward only the cost of tuition, books, on-campus dormitory and cafeteria plan. All payments are made directly to the educational institution or other appropriate vendor and no payments are made outright to the recipient. | $7,276 |
| Lana Lawrence -Dr Claire Tremaine G Los Angeles, CA | The purpose of the dr. Claire tremaine & george mentas scholarship is to provide financial assistance to high school students who demonstrate merit, potential and financial need and who attend a high school within the grossmont union high school district in san Diego county, California. The scholarships are awarded for exclusively educational purposes related to the matriculation of the recipients at an accredited post-secondary educational institution. The above recipient was awarded $6,000 per year for four years, subject to certain restrictions and limitations on awards, as described in statement 7. The scholarship is payable toward only the cost of tuition, books, on-campus dormitory and cafeteria plan. All payments are made directly to the educational institution or other appropriate vendor and no payments are made outright to the recipient. | $6,306 |
| Olivia Branan -Dr Claire Tremaine G Berkeley, CA | The purpose of the dr. Claire tremaine & george mentas scholarship is to provide financial assistance to high school students who demonstrate merit, potential and financial need and who attend a high school within the grossmont union high school district in san Diego county, California. The scholarships are awarded for exclusively educational purposes related to the matriculation of the recipients at an accredited post-secondary educational institution. The above recipient was awarded $5,000 per year for four years, subject to certain restrictions and limitations on awards, as described in statement 7. The scholarship is payable toward only the cost of tuition, books, on-campus dormitory and cafeteria plan. All payments are made directly to the educational institution or other appropriate vendor and no payments are made outright to the recipient. | $5,000 |
| Cedric Ngandu - Dr Claire Tremaine Pomona, CA | The purpose of the dr. Claire tremaine & george mentas scholarship is to provide financial assistance to high school students who demonstrate merit, potential and financial need and who attend a high school within the grossmont union high schoool district in san Diego county, California. The scholarships are awarded for exclusively educational purposes related to the matriculation of the recipients at an accredited post-secondary educational institution. The above recipient was awarded $10,000 per year for four years, subject to certain restrictions and limitations on awards, as described in statement 7. The scholarship is payable toward only the cost of tuition, books, on-campus dormitory and cafeteria plan. All payments are made directly to the educational institution or other appropriate vendor and no payments are made outright to the recipient. | $4,234 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $28,505 | $144,001 | $122,486 | $111,012 | 18 | $122,486 | — | $690 |
| 2023 | $6,990 | $55,118 | $93,317 | $82,534 | 16 | $90,767 | — | $690 |
| 2022 | $45,189 | $78,033 | $126,587 | $109,452 | 24 | $121,622 | $3,360 | $3,946 |
| 2021 | $93,743 | $127,699 | $125,365 | $115,445 | 22 | $115,665 | $2,689 | $4,189 |
| 2020 | $91,409 | $77,511 | $96,062 | $89,002 | 21 | — | $3,287 | $3,968 |
Under IRS private-foundation payout rules, Aela & Donald Morgan Charitable reported a distributable amount of $690 for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No separate mission statement is provided. The scholarship purpose stated in the 2024 filing is to provide financial assistance to eligible Grossmont Union High School District students for post-secondary education.
Grantmaking
In filing year 2024, the foundation reported 18 grants totaling $111,012. Grants ranged from $1,595 to $15,000, with a median of $5,000. The largest reported awards included:
The filing describes these as awards under the Dr. An individual recipient & George Mentas Scholarship. Award amounts may be payable over multiple years, subject to restrictions. Eligible costs are tuition, books, on-campus dormitory, and cafeteria plan expenses; payments go directly to an educational institution or other appropriate vendor.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists:
- Donald E. Morgan III — President, Treasurer
- Israela Boyum-Morgan — Secretary
- David Stutzman — Assistant Secretary
Aela & Donald Morgan Charitable is led by Donald E. Morgan Iii Co Brigade Capi, President & Treasurer on every filing since 2020; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Donald E. Morgan Iii Co Brigade Capi
President & Treasurer
On filings since 2020
1 hr/week
No compensation reported
David Stutzman Co Seward Kissel
Assistant Secretary
On filings since 2020
0.3 hrs/week
No compensation reported
Israela Boyum-Morgan Co Brigade Cap
Secretary
On filings since 2020
0.3 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Aela & Donald Morgan Charitable
How much does Aela & Donald Morgan Charitable give each year?
Aela & Donald Morgan Charitable gave $111K across 18 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $83K across 16 grants.
What is Aela & Donald Morgan Charitable's typical grant size?
Aela & Donald Morgan Charitable's median grant in 2024 was $5,000, and its average grant was $6,167, across 18 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Aela & Donald Morgan Charitable that year got $4K on average.
Where does Aela & Donald Morgan Charitable give grants?
Aela & Donald Morgan Charitable gives mostly in California: 84% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Colorado (14%). The most frequent recipient cities were San Diego, CA (3 grants), Pomona, CA (3 grants), Los Angeles, CA (2 grants) and Fullerton, CA (2 grants).
Does Aela & Donald Morgan Charitable give general operating support?
Not in 2024: none of the 18 grants with a stated purpose on Aela & Donald Morgan Charitable's 2024 IRS Form 990-PF were described as general or operating support.
Who are Aela & Donald Morgan Charitable's largest grantees?
Aela & Donald Morgan Charitable's largest 2024 grantees include Angelana De Tate -Dr Claire Tremain ($11,557), Domonique Beck -Dr Claire Tremaine ($11,334) and Jayden Moreno - Dr Claire Tremaine ($10,634), according to its 2024 IRS Form 990-PF. It also paid 2 individual scholarships ($20,000), which are not listed by name. Together they received 30% of its itemized 2024 grant dollars.
How large is Aela & Donald Morgan Charitable?
Aela & Donald Morgan Charitable reported $29K in total assets on its 2024 IRS Form 990-PF. It paid out $122K in qualifying distributions that year, against a required minimum of $690 (roughly 5% of its investment assets).
What does Aela & Donald Morgan Charitable fund?
No separate mission statement is provided. The scholarship purpose stated in the 2024 filing is to provide financial assistance to eligible Grossmont Union High School District students for post-secondary education. See mission & focus areas ↑
How do I apply for a grant from Aela & Donald Morgan Charitable?
The filing says the local committee is a principal, or the principal’s designee, at each high school in the Grossmont Union High School District. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Aela & Donald Morgan Charitable's EIN?
Aela & Donald Morgan Charitable's EIN (Employer Identification Number) is 35-2429796. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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