Dave and Wendy Morgan Foundation
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.
Key facts about Dave and Wendy Morgan Foundation
- EIN
- 85-2477960
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $1,355,000
- Grants made (2025)
- 28
- Average grant
- $48,393
- Median grant
- $30,500
- New grantees (estimate)
- 50% first-time grantees (14 of 28, 2025)
- Primary geography
- Montana (32% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Dave and Wendy Morgan Foundation funds
By grant dollars, the top recipient states for Dave and Wendy Morgan Foundation's 28 itemized 2025 grants were Montana (32%), Utah (17%) and Texas (17%). The most frequent recipient cities were Phoenix, AZ (2 grants), Browning, MT (2 grants), Ogden, UT (2 grants) and Anaconda, MT (2 grants). 4% of grants with a stated purpose were for general or operating support. Recurring purposes include "Program Support" (9 grants).
Is Dave and Wendy Morgan Foundation open to new grantees?
50%
first-time grantees, 2025
In 2025, 14 of 28 grantees (50%) were first-time recipients. First grants averaged $44K; repeat grants $53K. How we count
Medians: $25K first-time, $50K repeat.
Estimate from itemized IRS Form 990-PF grant lists (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Dave and Wendy Morgan Foundation
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$1.4M
+35.7% YoY
Grant Count
28
+0.0% YoY
Avg Grant Size
$48K
+35.7% 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
Ready to take the next step with Dave and Wendy Morgan Foundation?
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
Share of all 28 itemized 2025 grant dollars.
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 | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 25, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 23, 2023)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 23, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 25, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2020–2024
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 2025
Grant Size Distribution
135 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Hope 4 Kids Int'l Water 4 Kids ($170,000), Stephen Siller Tunnel To Towers Fou ($125,000), Child Bridge ($100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Hope 4 Kids Int'l Water 4 Kids Phoenix, AZ | Fund projects a U Primary School | $170,000 |
| Stephen Siller Tunnel To Towers Fou Staten Island, NY | Program Support | $125,000 |
| Child Bridge Big Fork, MT | Fund programs helping Montanas vunerable children | $100,000 |
| FAST Blackfeet Browning, MT | Fund the food pantry | $100,000 |
| International Esperanza Project Dallas, TX | Fund operations and current programs in Guatemala | $100,000 |
| Blackfeet Community College Browning, MT | Commerical Drivers License Courses | $90,000 |
| Underdog Animal Rescue and Rehab Mo Moab, UT | Indoor Dog Kennels | $75,000 |
| Danielle Byron Henry Migraine Found Salt Lake City, UT | Migraine in School program | $50,000 |
| Empowering Strides Everett, WA | Operational costs associated with ongoing horse operations | $50,000 |
| Frisco Family Services Frisco, TX | Continued assistance for those in need in Frisco area | $50,000 |
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 2025 IRS filing
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Dave Morgan | President | 4 | $399 |
| Wendy J Morgan | Vice Pres. | 2 | $399 |
| Christopher Morgan | Treas/Exec Director | 15 | $72,399 |
| 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 2025, Dave and Wendy Morgan Foundation awarded 28 grants totaling $1.4M — an average of about $48K per grant, based on its IRS Form 990 filings.
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 2020–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.