The Dave and Wendy Morgan Foundation is a private foundation based in Ogden, Utah, established in 2021. The foundation operates as a 501(c)(3) organization and functions as a grantmaking entity supporting various causes across the United States.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$22.6M
+48.0% YoY
Annual Giving
$999K
+18.4% YoY
Grant Count
28
+16.7% YoY
Avg Grant Size
$36K
+1.5% YoY
Mission & Focus Areas
The foundation does not have a publicly stated mission statement on file. However, based on grant activity, the foundation supports the following primary focus areas:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
Grantmaking
The foundation is open to new applicants, with approximately 12% of new applicants receiving funding.
Grant Range
$146
Average Grant
$146
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Geographic Focus
Where this funder awards grants
The foundation supports organizations across multiple states, including:
- Arizona
- California
- Georgia
- Idaho
- Maryland
- Montana
- New York
- Texas
- Utah
- Washington
The foundation supports both major urban centers and smaller communities throughout these regions.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Revenue:
- Total assets: $22,584,612 (as of 2024)
- Total revenues: $8,522,844 (2024)
- Total expenses: $1,203,201 (2024)
- Investment income and dividends: $461,027 (2024)
- Total grants and contributions: $7,315,139 (2024)
Historical Assets:
- $15,264,969 (2023)
- $15.3 million (2023)
Staffing:
- 0 employees
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $22,584,612 | $15,264,969 | $15,970,860 |
| Revenue | $8,522,844 | $281,588 | $12,559,234 |
| Expenses | $1,203,201 | $987,479 | $807,107 |
| Qualifying Distributions | $1,056,195 | $846,635 | $770,433 |
| Net Investment Income | $1,062,607 | $722,575 | $8,608,160 |
| Distributable Amount | $1,506,681 | $791,622 | $645,699 |
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
109 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
- Dave Morgan — President
- Wendy J Morgan — Vice President
- The foundation is led by a family-oriented board with other family members holding key positions
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Dave Morgan | President | 4 | $399 |
| Wendy J Morgan | Vice Pres. | 2 | $399 |
| Christopher Morgan | Treas/Exec Director | 10 | $54,399 |
| Karren Morgan | Secretary | 4 | $399 |
Contact Information
- Website: Dave-and-Wendy-Morgan-Foundation.ueniweb.com
- Address: PO Box 150448, Ogden, UT 84415
- EIN: 85-2477960
- Tax-exempt status: Since April 2021
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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