Albert & Leona a Morgan Charitable

PHILLIPSBURG, KS EIN: 48-1126706

Albert & Leona a Morgan Charitable is a private foundation, based in PHILLIPSBURG, KS. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $10.0M in total assets. In 2024, it awarded 1 grants totaling $475K. Net investment income was $443K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$10.0M

-1.0% YoY

Annual Giving

$475K

+3.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$475K

+3.0% YoY

About Albert & Leona a Morgan Charitable

Based on IRS filings

Albert & Leona a Morgan Charitable is a private foundation, based in PHILLIPSBURG, KS. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $10.0M in total assets. In 2024, it awarded 1 grants totaling $475K. Net investment income was $443K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Phillipsburg

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$703K$1M$2M$3M2021202220232024
Metric202420232022
Total Assets$10,025,012$10,131,146$10,073,287
Revenue$549,336$719,320$2,557,509
Expenses$655,470$661,461$684,813
Qualifying Distributions$551,592$535,706$502,007
Net Investment Income$442,747$395,301$654,121
Distributable Amount$580,001$554,812$522,421

Giving Over Time

Total grant dollars and number of grants per year

$0$119K$237K$356K$475K1 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

SEE ATTACHED STATEMENT 14$475K

Grant Size Distribution

4 grants across all recorded years

<$50K$50–100K1$100–250K3$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

DANIELS HEINZEDIRECTOR$11KMICHAEL GOWERDIRECTOR$11KDENIS MILLERChairman$11KLORI FERGUSONTreasurer$11KBEAU VAN LOENENSecretary$11K

From 2024 filing

NameTitleHoursCompensation
DANIELS HEINZEDIRECTOR1$10,962
MICHAEL GOWERDIRECTOR1$10,962
DENIS MILLERChairman4$10,962
LORI FERGUSONTreasurer1$10,962
BEAU VAN LOENENSecretary2$10,962

Related Funders

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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