Dave Morgan Foundation
Dave Morgan Foundation is a private foundation, based in Tulsa, OK. IRS filing data is available from 2021 through 2025.
Dave Morgan Foundation at a glance
- Revenue (2025)
- $340
- Expenses (2025)
- $7,757
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Dave Morgan Foundation funds
How this funder distributes its grants
Grant Size Distribution
19 grants across all recorded years
The most common grant size was under $50K: 17 grants of 19 (89%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Dave Morgan Foundation gives
- In 2023 it paid out 65% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2023, annual grant giving ranged from $18K (2023) to $275K (2022). In 2023 it made 2 grants totaling $18K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Blackwell Public Library Blackwell, OK | Donation | $9,000 |
| Newkirk Fire Dept Newkirk, OK | DonationDonation | $8,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | — | $340 | $7,757 | — | — | — | — | $759 |
| 2023 | $520,534 | $13,447 | $109,682 | $17,500 | 2 | $17,500 | — | $27,048 |
| 2022 | $616,769 | $4,617 | $377,940 | $275,200 | 9 | $275,200 | — | $30,129 |
| 2021 | $1,007,365 | $198,767 | $193,149 | $86,000 | 8 | — | $91,618 | $46,811 |
Under IRS private-foundation payout rules, Dave Morgan Foundation reported a distributable amount of $759 for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Dave Morgan Foundation is led by Lane Burdell, Trustee on every filing since 2021 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Lane Burdell
Trustee
On filings since 2021
25 hrs/week
$70K (2021) → $0 (2025)
Former officers (1)
- Former: BancFirst (2021–2023) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $55K, to Lane Burdell (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Dave Morgan Foundation
Where does Dave Morgan Foundation operate?
Dave Morgan Foundation has awarded grants in Oklahoma.
How much is Dave Morgan Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Dave Morgan Foundation reported a distributable amount of $759 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Dave Morgan Foundation's EIN?
Dave Morgan Foundation's EIN (Employer Identification Number) is 73-1475560. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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