Kenneth D Morgan Charitable Fndn

Private foundation · Grantmaker Sarasota, FL EIN: 30-6404110

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.

Key facts about Kenneth D Morgan Charitable Fndn

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.

EIN
30-6404110
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$35,000
Grants made (2024)
11
Average grant
$3,182
Median grant
$3,000
New grantees (estimate)
9% first-time grantees (1 of 11, 2024)
Total assets
$358,558
Primary geography
Florida (60% of itemized 2024 grant dollars)
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. Full details ↓

Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

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.

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. 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.

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.

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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

5states

Share of 2024 grant dollars across all 11 itemized grants.

Cities

CharlottesvilleVero BeachSarasotaBloomfieldSeattleTroyLakewood Ranch

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K5 grants2019 4 grants2020 4 grants2021 10 grants2022 10 grants2023 11 grants2024

From 2019 to 2024, annual grant giving ranged from $17K (2019) to $36K (2022). In 2024 it made 11 grants totaling $35K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Community Foundation of Sarasota CO: $6KCommunity Foundation ofSarasota CO$6KDarden School Univ of Va Northern European Scholarship FD: $6KDarden School Univ of VaNorthern European Scholarship…$6KCrossover Mission Inc: $4KCrossover Mission Inc$4KGeorge Pocock Rowing Foundation: $4KGeorge Pocock RowingFoundation$4KUnitarian Universalist Fellowship of Vero Beach: $4KUnitarian UniversalistFellowship of Vero Beach$4KGrace Community Church: $3KGrace Community Church$3KAll Faiths Food Bank: $2KAll Faiths Food Bank$2KFidelco Guide Dog Foundation Inc: $2KFidelco Guide Dog FoundationInc$2KFriends After Diagnosis: $2KFriends After Diagnosis$2KRensselaer Polytechnic Institute Annual Fund: $2KRensselaer PolytechnicInstitute Annual Fund$2K

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

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

The most common grant size was under $50K: 39 grants of 39 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Community Foundation of Sarasota CO Sarasota, FLCharitable$6,000
Darden School Univ of Va Northern European Scholarship FD Charlottesville, VAEducational Scholarship$5,750
Crossover Mission Inc Vero Beach, FLCharitable$4,000
George Pocock Rowing Foundation Seattle, WACharitable$4,000
Unitarian Universalist Fellowship of Vero Beach Vero Beach, FLCharitable$4,000
Grace Community Church Lakewood Ranch, FLCharitable$3,000
All Faiths Food Bank Sarasota, FLCharitable$2,000
Fidelco Guide Dog Foundation Inc Bloomfield, CTCharitable$2,000
Friends After Diagnosis Vero Beach, FLCharitable$2,000
Rensselaer Polytechnic Institute Annual Fund Troy, NYEducational$2,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2024 $358,558 $117,126 $42,958 $35,000 (11 grants)
2023 $284,390 $65,690 $75,681 $32,000 (10 grants)
2022 $294,381 $34,677 $81,262 $36,000 (10 grants)
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2019 2020 2021 2022 2023 2024
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS May 13, 2020)
  2. IRS filings on file for fiscal years 2019–2024

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.

Contact

Mailing address: 4728 White Tail Ln, Sarasota, FL 34230-1072
Phone: (941) 927-7747

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.

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