Kenneth D Morgan Charitable Fndn

SARASOTA, FL EIN: 30-6404110

Kenneth D Morgan Charitable Fndn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $359K in total assets. In 2024, it awarded 11 grants totaling $35K. Net investment income was $109K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$359K

+26.1% YoY

Annual Giving

$35K

+9.4% YoY

Grant Count

11

+10.0% YoY

Avg Grant Size

$3K

-0.6% YoY

Under IRS private-foundation payout rules, Kenneth D Morgan Charitable Fndn reported a distributable amount of $48K for 2024 — the minimum it must pay out in qualifying distributions.

About Kenneth D Morgan Charitable Fndn

Based on IRS filings

Kenneth D Morgan Charitable Fndn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $359K in total assets. In 2024, it awarded 11 grants totaling $35K. Net investment income was $109K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

BloomfieldCharlottesvilleLakewood RanchSarasotaSeattleTroyVero Beach

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$32K$64K$97K$129K201920202021202220232024
Metric202420232022
Total Assets$358,558$284,390$294,381
Revenue$117,126$65,690$34,677
Expenses$42,958$75,681$81,262
Qualifying Distributions$35,800$32,000$36,000
Net Investment Income$109,468$23,054
Distributable Amount$47,534$33,794$31,918

Giving Over Time

Total grant dollars and number of grants per year

$0$9K$18K$27K$36K5 grants20194 grants20204 grants202110 grants202210 grants202311 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

COMMUNITY FOUNDATION OF …$6KDARDEN SCHOOL UNIV OF VA…$6KCROSSOVER MISSION INC$4KGEORGE POCOCK ROWING FOU…$4KUNITARIAN UNIVERSALIST F…$4KGRACE COMMUNITY CHURCH$3KALL FAITHS FOOD BANK$2KFIDELCO GUIDE DOG FOUNDA…$2KFRIENDS AFTER DIAGNOSIS$2KRENSSELAER POLYTECHNIC I…$2K

Grant Size Distribution

39 grants across all recorded years

39<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Community Foundation of Sarasota Co ($6,000), Darden School Univ of Va Northern European Scholarship Fd ($5,750), Crossover Mission Inc ($4,000).

RecipientPurposeAmount
ALL FAITHS FOOD BANK SARASOTA, FLCHARITABLE$2,000
COMMUNITY FOUNDATION OF SARASOTA CO SARASOTA, FLCHARITABLE$6,000
CROSSOVER MISSION INC VERO BEACH, FLCHARITABLE$4,000
DARDEN SCHOOL ANNUAL FUND CHARLOTTESVILLE, VAEDUCATIONAL$250
DARDEN SCHOOL UNIV OF VA NORTHERN EUROPEAN SCHOLARSHIP FD CHARLOTTESVILLE, VAEDUCATIONAL SCHOLARSHIP$5,750
FIDELCO GUIDE DOG FOUNDATION INC BLOOMFIELD, CTCHARITABLE$2,000
FRIENDS AFTER DIAGNOSIS VERO BEACH, FLCHARITABLE$2,000
GEORGE POCOCK ROWING FOUNDATION SEATTLE, WACHARITABLE$4,000
RENSSELAER POLYTECHNIC INSTITUTE ANNUAL FUND TROY, NYEDUCATIONAL$2,000
UNITARIAN UNIVERSALIST FELLOWSHIP OF VERO BEACH VERO BEACH, FLCHARITABLE$4,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
KENNETH D MORGANTRUSTEE

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Kenneth D Morgan Charitable Fndn?

Kenneth D Morgan Charitable Fndn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. It holds $359K in total assets as of 2024.

How large is Kenneth D Morgan Charitable Fndn?

As of 2024, Kenneth D Morgan Charitable Fndn holds $359K in total assets with $117K in annual revenue. It awarded 11 grants totaling $35K in 2024.

Where does Kenneth D Morgan Charitable Fndn operate?

Kenneth D Morgan Charitable Fndn has awarded grants in Connecticut, Florida, New York, Virginia, Washington.

What size grants does Kenneth D Morgan Charitable Fndn award?

In 2024, Kenneth D Morgan Charitable Fndn awarded 11 grants totaling $35K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Kenneth D Morgan Charitable Fndn required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Kenneth D Morgan Charitable Fndn reported a distributable amount of $48K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Kenneth D Morgan Charitable Fndn's EIN?

Kenneth D Morgan Charitable Fndn's EIN (Employer Identification Number) is 30-6404110. IRS Form 990 filing data is available on this page for 2019–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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