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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
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 |
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 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
From 2025 IRS filing
From 2025 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.
Explore Open Grants
Browse active grant opportunities in Merle & Ellen Morgan Gift Fund's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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