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
Under IRS private-foundation payout rules, Dave and Wendy Morgan Foundation reported a distributable amount of $1.5M for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Hope 4 Kids Water 4 Kids Internatio ($140,000), FAST Blackfeet ($100,000), International Esperanza Project ($100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Anaconda Community Foundation Anaconda, MT | General program support | $20,000 |
| BlackFeet Achievement Center Browning, MT | General program support | $13,500 |
| Blackfeet Missing and Murdered Indi Browning, MT | General program support | $25,000 |
| Border 911 Foundation Fredericksburg, VA | General program support | $80,000 |
| Child Bridge Big Fork, MT | Foster care support | $51,000 |
| Empowering Strides Everett, WA | General program support | $15,000 |
| FAST Blackfeet Browning, MT | General program support | $100,000 |
| Fish for Garbage Salt Lake City, UT | General program support | $5,000 |
| Florence Crittenton Helena, MT | General program support | $15,000 |
| Florence-Carlton Middle School Pare Florence, MT | General program support | $60,000 |
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
Frequently Asked Questions
What does Dave and Wendy Morgan Foundation fund?
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
How do I apply for a grant from Dave and Wendy Morgan Foundation?
**Grant Amounts & Activity:** • Typical grant awards range from $1,000 to $140,000 • Average grant size: $146 • The foundation made 24 grants in the most recent fiscal year • Total giving in recent years: $998,500 (one reporting period) and $844,000 (another period) **Recent Grants (2024):** • International Esperanza Project: $100,000 (General Program Support) • Fast Blackfeet: $100,000 (General Program Support) • Florence-Carlton Middle School Parent Association: $60,000 (General Program Suppo…
Where does Dave and Wendy Morgan Foundation make 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.
What size grants does Dave and Wendy Morgan Foundation award?
In 2024, Dave and Wendy Morgan Foundation awarded 28 grants totaling $999K — an average of about $36K per grant, based on its IRS Form 990 filings.
How much is Dave and Wendy Morgan Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Dave and Wendy Morgan Foundation reported a distributable amount of $1.5M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Dave and Wendy Morgan Foundation's EIN?
Dave and Wendy Morgan Foundation's EIN (Employer Identification Number) is 85-2477960. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Dave and Wendy Morgan Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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