Merle & Ellen Morgan Gift Fund
Merle & Ellen Morgan Gift Fund is a private foundation, based in Portland, OR. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 6 grants totaling $72K. Net investment income was $44K.
Key facts about Merle & Ellen Morgan Gift Fund
- EIN
- 93-0771815
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $72,000
- Grants made (2025)
- 6
- Average grant
- $12,000
- Median grant
- $12,000
- Total assets
- $1,347,326
- Primary geography
- Oregon (33% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Merle & Ellen Morgan Gift Fund funds
By grant dollars, the top recipient states for Merle & Ellen Morgan Gift Fund's 6 itemized 2025 grants were Oregon (33%), Pennsylvania (17%) and Georgia (17%). The most frequent recipient cities were Portland, OR (2 grants). None of its 6 grants with a stated purpose were described as general or operating support. Recurring purposes include "Hunger" (5 grants).
How Merle & Ellen Morgan Gift Fund gives
- Giving held roughly steady from 2022 to 2025 (+14%). Method
- In 2025 it paid out 103% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Merle & Ellen Morgan Gift Fund
- How to evaluate Merle & Ellen Morgan Gift Fund as a funder
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.3M
-2.2% YoY
Annual Giving
$72K
+9.1% YoY
Grant Count
6
+0.0% YoY
Avg Grant Size
$12K
+9.1% YoY
Under IRS private-foundation payout rules, Merle & Ellen Morgan Gift Fund reported a distributable amount of $73K for 2025 — the minimum it must pay out in qualifying distributions.
About Merle & Ellen Morgan Gift Fund
Based on IRS filings
Merle & Ellen Morgan Gift Fund is a private foundation, based in Portland, OR. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 6 grants totaling $72K. Net investment income was $44K.
Ready to take the next step with Merle & Ellen Morgan Gift Fund?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 6 itemized 2025 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,347,326 | $1,378,063 | $1,426,878 |
| Revenue | $63,940 | $38,863 | $-27,614 |
| Expenses | $94,677 | $87,678 | $86,611 |
| Qualifying Distributions | $74,850 | $68,850 | $68,550 |
| Net Investment Income | $44,414 | $21,676 | $4,723 |
| Distributable Amount | $72,859 | $70,445 | $64,832 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
Grant Size Distribution
30 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Afsc ($12,000), Care ($12,000), Save the Children ($12,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AFSC Philadelphia, PA | Hunger | $12,000 |
| CARE Atlanta, GA | Hunger | $12,000 |
| Save the Children Westport, CT | Hunger | $12,000 |
| Technoserve Washington, DC | Hunger | $12,000 |
| Medical Teams International Portland, OR | Medical | $12,000 |
| Oregon Food Bank Portland, OR | Hunger | $12,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| David L Morgan | Director | — | — |
| Steven J Morgan | Director | — | — |
| Eric Rosenberry | Director | — | — |
Frequently Asked Questions
How large is Merle & Ellen Morgan Gift Fund?
As of 2025, Merle & Ellen Morgan Gift Fund holds $1.3M in total assets with $64K in annual revenue. It awarded 6 grants totaling $72K in 2025.
Where does Merle & Ellen Morgan Gift Fund operate?
Merle & Ellen Morgan Gift Fund has awarded grants in Connecticut, District of Columbia, Georgia, Oregon, Pennsylvania.
What size grants does Merle & Ellen Morgan Gift Fund award?
In 2025, Merle & Ellen Morgan Gift Fund awarded 6 grants totaling $72K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is Merle & Ellen Morgan Gift Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Merle & Ellen Morgan Gift Fund reported a distributable amount of $73K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Merle & Ellen Morgan Gift Fund's EIN?
Merle & Ellen Morgan Gift Fund's EIN (Employer Identification Number) is 93-0771815. IRS Form 990 filing data is available on this page for 2020–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.