Aela & Donald Morgan Charitable is a private foundation focused on Education, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $29K in total assets. In 2024, it awarded 18 grants totaling $111K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$29K
+307.8% YoY
Annual Giving
$111K
+34.5% YoY
Grant Count
18
+12.5% YoY
Avg Grant Size
$6K
+19.6% YoY
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.
About Aela & Donald Morgan Charitable
Based on IRS filings
Aela & Donald Morgan Charitable is a private foundation focused on Education, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $29K in total assets. In 2024, it awarded 18 grants totaling $111K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $28,505 | $6,990 | $45,189 |
| Revenue | $144,001 | $55,118 | $78,033 |
| Expenses | $122,486 | $93,317 | $126,587 |
| Qualifying Distributions | $122,486 | $90,767 | $121,622 |
| Net Investment Income | — | — | $3,360 |
| Distributable Amount | $690 | $690 | $3,946 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
101 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Jack Stillington- Dr Claire Tremain ($15,000), Angelana De Tate -dr Claire Tremain ($11,557), Domonique Beck -dr Claire Tremaine ($11,334).
| Recipient | Purpose | Amount |
|---|---|---|
| AMBER CHASE -DR CLAIRE TREMAINE GEO 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 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 $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. | $3,982 |
| 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 |
| ASHLEY FELL -DR CLAIRE TREMAINE GEO LA JOLIA, 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. | $1,595 |
| BIANKA RODRIQUEZ- DR CLAIRE TREMAIN ARCATA, 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 |
| 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 |
| 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 |
| DIEGO REAL - DR CLAIRE TREMAINE GEO LA JOLLA, 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. | $2,000 |
| 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 |
| ELIZABETH LAFAVE -DR CLAIRE TREMAIN OBERLIN, OH | 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. | $2,470 |
| ISABELLA COWIE - DR CLAIRE TREMAINE SANTA BARBARA, 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 $4,000 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. | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DONALD E MORGAN III CO BRIGADE CAPI | PRESIDENT, TREASURER | 1 | — |
| ISRAELA BOYUM-MORGAN CO BRIGADE CAP | SECRETARY | 0.25 | — |
| DAVID STUTZMAN CO SEWARD KISSEL | ASSISTANT SECRETARY | 0.25 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Aela & Donald Morgan Charitable?
Aela & Donald Morgan Charitable is a private foundation focused on Education, based in NEW YORK, NY. It holds $29K in total assets as of 2024.
How large is Aela & Donald Morgan Charitable?
As of 2024, Aela & Donald Morgan Charitable holds $29K in total assets with $144K in annual revenue. It awarded 18 grants totaling $111K in 2024.
Where does Aela & Donald Morgan Charitable operate?
Aela & Donald Morgan Charitable has awarded grants in California, Colorado, Georgia, Ohio.
What size grants does Aela & Donald Morgan Charitable award?
In 2024, Aela & Donald Morgan Charitable awarded 18 grants totaling $111K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is Aela & Donald Morgan Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Aela & Donald Morgan Charitable reported a distributable amount of $690 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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