Kelley & Morgan Families Foundation
Kelley & Morgan Families Foundation is a private foundation based in Texarkana, Texas. It makes grants for recipients’ tax-exempt purposes, including general operating support; its 2026 filing reports 28 grants totaling $217,350.
Kelley & Morgan Families Foundation at a glance
In short: Kelley & Morgan Families Foundation gave $217K across 28 grants in 2026 (avg $8K), mostly in Texas. 29% of 2026 grantees were new. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $217,350
- +26.4% vs 2025
- Grants made (2026)
- 28
- +12.0% vs 2025
- Average grant
- $7,763
- +12.8% vs 2025
- Median grant
- $5,000
- Total assets
- $1,611,776
- -1.8% vs 2025
- New grantees (estimate)
- 29% first-time grantees (8 of 28, 2026)
- Primary geography
- Texas (72% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Kelley & Morgan Families Foundation
- How to Apply
The filing lists Judy Kelley Morgan as the contact and requests a letter describing the request, the use of funds, and the person in charge of the program; a copy of the grantee’s IRS letter of exemption from income…
The filing lists Judy Kelley Morgan as the contact and requests a letter describing the request, the use of funds, and the person in charge of the program; a copy of the grantee’s IRS letter of exemption from income tax; and a list of the grantee’s board of directors. Awards must be used for the recipient’s tax-exempt purpose, including general operating support.
- Review Cycle
- None listed.
- Deadline
- None listed.
- Contact
Application contact: Judy Kelley Morgan
Mailing address: 1 Oakhollow, Texarkana, TX 75503
Phone: (903) 792-0134
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Kelley & Morgan Families Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was Texas A&M University Texarkana ($48K). Together the top 10 received $157K.
Grant Size Distribution
102 grants across all recorded years
The most common grant size was under $50K: 102 grants of 102 (100%).
Geographic Focus
Where this funder awards grants
In 2026, 72% of grant dollars went to recipients in Texas, 17% to Arkansas, and 11% to Ohio.
Grant Distribution by State
Share of 2026 grant dollars across all 28 itemized grants.
Cities
Is Kelley & Morgan Families Foundation open to new grantees?
29%
first-time grantees, 2026
In 2026, 8 of 28 grantees (29%) were first-time recipients. First grants averaged $5K; repeat grants $9K. How we count
Medians: $4K first-time, $5K repeat.
- 61% of 2026 grantees were also funded in 2025. Method
- Giving grew 121% from 2023 to 2026. Method
- In 2026 it paid out 232% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2026, annual grant giving ranged from $92K (2022) to $217K (2026). In 2026 it made 28 grants totaling $217K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Texas A&M University Texarkana Texarkana, TX | Furtherance of Exempt Purpose | $47,500 |
| Lifewise Academy Hilliard, OH | Furtherance of Exempt Purpose | $23,000 |
| Texarkana Symphony Orchestra Texarkana, AR | Furtherance of Exempt Purpose | $23,000 |
| CASA of Northeast Texas Texarkana, TX | Furtherance of Exempt Purposes | $11,500 |
| TCU Frog Club Fort Worth, TX | Furtherance of Exempt Purpose | $10,000 |
| Texas A&M Foundation College Station, TX | Furtherance of Exempt Purpose | $10,000 |
| Winthrop P Rockefeller Cancer Little Rock, AR | Furtherance of Exempt Purpose | $10,000 |
| Wtamu Foundation Canyon, TX | Furtherance of Exempt Purpose | $10,000 |
| Haven Homes Texarkana, TX | Furtherance of Exempt Purpose | $6,350 |
| Restoration of Hope Texarkana, TX | Furtherance of Exempt Purpose | $6,000 |
Ready to take the next step with Kelley & Morgan Families Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $1,611,776 | $194,804 | $224,550 | $217,350 | 28 | $219,586 | $192,386 | $94,472 |
| 2025 | $1,641,522 | $137,409 | $172,314 | $172,000 | 25 | $172,094 | $137,189 | $93,813 |
| 2024 | $1,673,927 | $66,369 | $133,134 | $132,800 | 21 | $132,800 | $66,035 | $85,058 |
| 2023 | $1,740,692 | $20,501 | $101,133 | $98,200 | 15 | $99,080 | $18,448 | $86,123 |
| 2022 | $1,821,324 | $123,679 | $95,103 | $92,275 | 13 | $93,123 | $121,699 | $103,911 |
| 2021 | $1,792,748 | $37,025 | $104,123 | $101,125 | 16 | — | $34,926 | $98,012 |
| 2020 | $1,859,846 | $52,545 | $136,248 | $123,500 | 18 | — | $49,922 | $91,578 |
| 2019 | $1,943,549 | $411,840 | $120,084 | $107,500 | 14 | — | $402,964 | $89,173 |
Under IRS private-foundation payout rules, Kelley & Morgan Families Foundation reported a distributable amount of $94K for 2026 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No foundation mission statement is provided. Its grants show support for organizations working in areas including education, music, health care, services for older adults, and local economic development. These descriptions reflect the grantees’ stated missions, not a stated foundation focus.
For example, the Texarkana Symphony Orchestra says its mission is to pursue the transformative power of symphonic music through live performance and education. The Texas A&M Foundation says it raises and manages endowed gifts to support Texas A&M University. Opportunities Inc. says it provides services and activities to senior citizens, while the American Heart Association describes its mission as promoting longer, healthier lives. Main Street Texarkana says it works to preserve downtown as an economic and commercial center.
Grantmaking
In 2026, the foundation reported 28 grants totaling $217,350. Grant amounts ranged from $500 to $47,500, with a median of $5,000. Among the largest grants were $47,500 to Texas A&M University Texarkana, $23,000 to LifeWise Academy, $23,000 to Texarkana Symphony Orchestra, and $11,500 to CASA of Northeast Texas. Other reported grants included $10,000 each to TCU Frog Club, Texas A&M Foundation, Winthrop P. Rockefeller Cancer, and WTAMU Foundation.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2026 filing lists Judy Kelley Morgan as president, Haven Morgan Pearcy as secretary, and Shelby Morgan Wanstrath and Ryan Patrick Morgan as directors.
Kelley & Morgan Families Foundation is led by Judy Kelley Morgan, President on every filing since 2019; none of the 4 officers listed in 2026 report compensation.
Officers on the 2026 filing
Judy Kelley Morgan
President
On filings since 2019
No compensation reported
Shelby Morgan Wanstrath
Director
Vice President → Director, 2025
On filings since 2019
No compensation reported
Ryan Patrick Morgan
Director
On filings since 2025
No compensation reported
Haven Morgan Pearcy
Secretary
Secretary & Treasurer → Secretary, 2025
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Kelley & Morgan Families Foundation
How much does Kelley & Morgan Families Foundation give each year?
Kelley & Morgan Families Foundation gave $217K across 28 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $172K across 25 grants.
What is Kelley & Morgan Families Foundation's typical grant size?
Kelley & Morgan Families Foundation's median grant in 2026 was $5,000, and its average grant was $7,763, across 28 grants on its 2026 IRS Form 990-PF. Organizations receiving their first grant from Kelley & Morgan Families Foundation that year got $5K on average.
Where does Kelley & Morgan Families Foundation give grants?
Kelley & Morgan Families Foundation gives mostly in Texas: 72% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest states were Arkansas (17%) and Ohio (11%). The most frequent recipient cities were Texarkana, TX (18 grants), Texarkana, AR (2 grants) and Little Rock, AR (2 grants).
Who are Kelley & Morgan Families Foundation's largest grantees?
Kelley & Morgan Families Foundation's largest 2026 grantees include Texas A&M University Texarkana ($47,500), Lifewise Academy ($23,000) and Texarkana Symphony Orchestra ($23,000), according to its 2026 IRS Form 990-PF. Together they received 43% of its itemized 2026 grant dollars.
How large is Kelley & Morgan Families Foundation?
Kelley & Morgan Families Foundation reported $1.6M in total assets on its 2026 IRS Form 990-PF. It paid out $220K in qualifying distributions that year, against a required minimum of $94K (roughly 5% of its investment assets).
What does Kelley & Morgan Families Foundation fund?
No foundation mission statement is provided. Its grants show support for organizations working in areas including education, music, health care, services for older adults, and local economic development. These descriptions reflect the grantees’ stated missions, not a stated foundation focus. See mission & focus areas ↑
How do I apply for a grant from Kelley & Morgan Families Foundation?
The filing lists Judy Kelley Morgan as the contact and requests a letter describing the request, the use of funds, and the person in charge of the program; a copy of the grantee’s IRS letter of exemption from income… Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Kelley & Morgan Families Foundation's EIN?
Kelley & Morgan Families Foundation's EIN (Employer Identification Number) is 26-4050040. IRS Form 990 filing data is available on this page for 2019–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS February 11, 2020)
- Added Form 990-PF for fiscal year 2026 (received by the IRS June 9, 2026)
- IRS filings on file for fiscal years 2020–2025
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Cite this profile
Grantable. (2026). Kelley & Morgan Families Foundation funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/kelley-and-morgan-families-foundation-morg_cf4518d0e89c4e27a60a2cbbee2ab1db
BibTeX
@misc{grantable_264050040_2026,
author = {{Grantable}},
title = {{Kelley \& Morgan Families Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/kelley-and-morgan-families-foundation-morg_cf4518d0e89c4e27a60a2cbbee2ab1db},
note = {Accessed 2026-10-14. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Kelley & Morgan Families Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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