Max T and Grace D Morgan Family Foundation
Max T and Grace D Morgan Family Foundation is a private foundation, based in Penn Valley, CA. IRS filing data is available from 2020 through 2025. In 2025, it awarded 2 grants totaling $552.
Max T and Grace D Morgan Family Foundation at a glance
In short: Max T and Grace D Morgan Family Foundation gave $552 across 2 grants in 2025 (avg $276), mostly in Alabama. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $552
- Grants made (2025)
- 2
- Average grant
- $276
- Median grant
- $276
- Primary geography
- Alabama (54% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated November 2026.
Who Max T and Grace D Morgan Family Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Southern Poverty Law Center ($252).
Organizations only. It also paid 1 grant to individuals ($300), which are not listed by name.
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Max T and Grace D Morgan Family Foundation gives
- In 2021 it paid out 204% of its IRS minimum distribution (the 5% rule). 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 2020 to 2025, annual grant giving ranged from $200 (2020) to $552 (2025). In 2025 it made 2 grants totaling $552.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 grant to individuals Recipients not named | — | $300 |
| Southern Poverty Law Center Arlington, WV | Contribution | $252 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2025 | — | $7,752 | $7,752 | $552 | 2 | $7,752 | — |
| 2024 | $7,752 | — | — | — | — | — | $382 |
| 2023 | $7,752 | — | — | — | — | — | $382 |
| 2022 | $5,752 | — | — | — | — | — | $283 |
| 2021 | $5,752 | $3,000 | $450 | $450 | 2 | $450 | $221 |
| 2020 | $3,202 | — | $200 | $200 | Total only | — | $163 |
"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.
Leadership & Key People
Officers and directors from IRS filings
Max T and Grace D Morgan Family Foundation's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Diane Nordstrom
Director
On filings since 2020
No compensation reported
Sally Morgan-Welch
Director
On filings since 2020
No compensation reported
Former officers (1)
- Former: Sally Morgan Welch (2024) — Director
Data from IRS Form 990 filings, 2020–2025. "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 Max T and Grace D Morgan Family Foundation
How much does Max T and Grace D Morgan Family Foundation give each year?
Max T and Grace D Morgan Family Foundation gave $552 across 2 grants in 2025, according to its 2025 IRS Form 990-PF.
Where does Max T and Grace D Morgan Family Foundation operate?
Max T and Grace D Morgan Family Foundation has awarded grants in Alabama, California, Texas, West Virginia.
What is Max T and Grace D Morgan Family Foundation's EIN?
Max T and Grace D Morgan Family Foundation's EIN (Employer Identification Number) is 26-2981358. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated November 2026. Sourced from IRS Form 990-PF filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 11, 2022)
- Added Form 990-PF for fiscal year 2025 (received by the IRS September 11, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 1, 2021)
- Added Form 990-PF for fiscal year 2024 (received by the IRS June 30, 2026)
- IRS filings on file for fiscal years 2020–2023
Live grants for the work Max T and Grace D Morgan Family Foundation funds
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Figures come from Max T and Grace D Morgan Family 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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