Kenneth D Morgan Charitable Fndn
Kenneth D Morgan Charitable Fndn is a private foundation based in Sarasota, Florida. Its 2024 filing reports $35,000 in grants to 11 organizations, including charitable organizations and educational institutions.
Kenneth D Morgan Charitable Fndn at a glance
In short: Kenneth D Morgan Charitable Fndn gave $35K across 11 grants in 2024 (avg $3K), mostly in Florida. 9% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $35,000
- +9.4% vs 2023
- Grants made (2024)
- 11
- +10.0% vs 2023
- Average grant
- $3,182
- -0.6% vs 2023
- Median grant
- $3,000
- Total assets
- $358,558
- +26.1% vs 2023
- New grantees (estimate)
- 9% first-time grantees (1 of 11, 2024; small sample)
- Primary geography
- Florida (60% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Kenneth D Morgan Charitable Fndn
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 4728 White Tail Ln, Sarasota, FL 34230-1072
Phone: (941) 927-7747
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Kenneth D Morgan Charitable Fndn funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Community Foundation of Sarasota CO ($6K). Together the top 10 received $35K.
Grant Size Distribution
39 grants across all recorded years
The most common grant size was under $50K: 39 grants of 39 (100%).
Geographic Focus
Where this funder awards grants
In 2024, Florida recipients received 60% of grant dollars, Virginia recipients 17%, Washington recipients 11%, and recipients in Connecticut and New York 6% each.
Grant Distribution by State
Share of 2024 grant dollars across all 11 itemized grants.
Cities
Is Kenneth D Morgan Charitable Fndn open to new grantees?
9%
first-time grantees, 2024
In 2024, 1 of 11 grantees (9%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $3K; repeat grants $3K. How we count
Medians: $3K first-time, $3K repeat.
- 91% of 2024 grantees were also funded in 2023. Method
- Giving grew 24% from 2021 to 2024. Method
- In 2024 it paid out 75% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2024). 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 2024, annual grant giving ranged from $17K (2019) to $36K (2022). In 2024 it made 11 grants totaling $35K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Community Foundation of Sarasota CO Sarasota, FL | Charitable | $6,000 |
| Darden School Univ of Va Northern European Scholarship FD Charlottesville, VA | Educational Scholarship | $5,750 |
| Crossover Mission Inc Vero Beach, FL | Charitable | $4,000 |
| George Pocock Rowing Foundation Seattle, WA | Charitable | $4,000 |
| Unitarian Universalist Fellowship of Vero Beach Vero Beach, FL | Charitable | $4,000 |
| Grace Community Church Lakewood Ranch, FL | Charitable | $3,000 |
| All Faiths Food Bank Sarasota, FL | Charitable | $2,000 |
| Fidelco Guide Dog Foundation Inc Bloomfield, CT | Charitable | $2,000 |
| Friends After Diagnosis Vero Beach, FL | Charitable | $2,000 |
| Rensselaer Polytechnic Institute Annual Fund Troy, NY | Educational | $2,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $358,558 | $117,126 | $42,958 | $35,000 | 11 | $35,800 | $109,468 | $47,534 |
| 2023 | $284,390 | $65,690 | $75,681 | $32,000 | 10 | $32,000 | $23,054 | $33,794 |
| 2022 | $294,381 | $34,677 | $81,262 | $36,000 | 10 | $36,000 | — | $31,918 |
| 2021 | $340,966 | $4,985 | $69,110 | $28,250 | 4 | $28,250 | — | $35,931 |
| 2020 | $405,091 | $112,245 | $48,613 | $24,250 | 4 | — | $95,688 | $28,112 |
| 2019 | $341,459 | $50,494 | $33,558 | $16,750 | 5 | — | — | $25,055 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants show support for organizations with varied activities. The Community Foundation of Sarasota County describes its mission as “community impact powered by philanthropy.” Crossover Mission says it mentors and tutors at-risk youth and provides athletic training; the George Pocock Rowing Foundation says it helps young people access rowing and works to build an inclusive rowing community. All Faiths Food Bank describes its work as providing healthy solutions to end hunger, and Fidelco Guide Dog Foundation says it provides guide dogs to promote independence for people who are blind. The foundation also made grants for educational scholarships and to educational institutions.
Grantmaking
In 2024, the foundation gave $35,000 through 11 grants. Grant amounts ranged from $250 to $6,000, with a median grant of $3,000.
Largest 2024 grants included $6,000 to the Community Foundation of Sarasota County; $5,750 for an educational scholarship fund at the Darden School; $4,000 each to Crossover Mission, the George Pocock Rowing Foundation, and the Unitarian Universalist Fellowship of Vero Beach; and $3,000 to Grace Community Church. Other grants included $2,000 each to All Faiths Food Bank, Fidelco Guide Dog Foundation, Friends After Diagnosis, and the Rensselaer Polytechnic Institute Annual Fund, as well as $250 to the Darden School Annual Fund.
Leadership & Key People
Leadership team and compensation from IRS filings
Kenneth D. Morgan is listed as trustee on the 2024 filing.
Kenneth D Morgan Charitable Fndn is led by Kenneth D. Morgan, Trustee on every filing since 2019 — the only officer listed, and uncompensated.
Officers on the 2024 filing
Kenneth D. Morgan
Trustee
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2024. "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 Kenneth D Morgan Charitable Fndn
How much does Kenneth D Morgan Charitable Fndn give each year?
Kenneth D Morgan Charitable Fndn gave $35K across 11 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $32K across 10 grants.
What is Kenneth D Morgan Charitable Fndn's typical grant size?
Kenneth D Morgan Charitable Fndn's median grant in 2024 was $3,000, and its average grant was $3,182, across 11 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Kenneth D Morgan Charitable Fndn that year got $3K on average.
Where does Kenneth D Morgan Charitable Fndn give grants?
Kenneth D Morgan Charitable Fndn gives mostly in Florida: 60% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Virginia (17%) and Washington (11%). The most frequent recipient cities were Vero Beach, FL (3 grants), Sarasota, FL (2 grants) and Charlottesville, VA (2 grants).
Does Kenneth D Morgan Charitable Fndn give general operating support?
Not in 2024: none of the 11 grants with a stated purpose on Kenneth D Morgan Charitable Fndn's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (8 grants).
Who are Kenneth D Morgan Charitable Fndn's largest grantees?
Kenneth D Morgan Charitable Fndn's largest 2024 grantees include Community Foundation of Sarasota CO ($6,000), Darden School Univ of Va Northern European Scholarship FD ($5,750) and Crossover Mission Inc ($4,000), according to its 2024 IRS Form 990-PF. Together they received 45% of its itemized 2024 grant dollars.
How large is Kenneth D Morgan Charitable Fndn?
Kenneth D Morgan Charitable Fndn reported $359K in total assets on its 2024 IRS Form 990-PF. It paid out $36K in qualifying distributions that year, against a required minimum of $48K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Kenneth D Morgan Charitable Fndn fund?
No mission statement for the foundation is provided. Its 2024 grants show support for organizations with varied activities. The Community Foundation of Sarasota County describes its mission as “community impact powered by philanthropy.” See mission & focus areas ↑
How do I apply for a grant from Kenneth D Morgan Charitable Fndn?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Kenneth D Morgan Charitable Fndn accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 13, 2020)
- IRS filings on file for fiscal years 2019–2024
Live grants for the work Kenneth D Morgan Charitable Fndn funds
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