Morey Family Foundation

Private foundation · Grantmaker Lake Isabella, MI EIN: 84-2640322

Morey Family Foundation is a private foundation, based in Lake Isabella, MI. IRS filing data is available from 2020 through 2024. In 2024, it awarded 4 grants totaling $12K.

Morey Family Foundation at a glance

In short: Morey Family Foundation gave $12K across 4 grants in 2024 (avg $3K), mostly in Michigan. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$12,377
-98.5% vs 2023
Grants made (2024)
4
-81.8% vs 2023
Average grant
$3,094
-92.0% vs 2023
Median grant
$2,000
Primary geography
Michigan (100% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Morey Family Foundation funds

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Jerry Morey Family Foundation Donor Advised Fund: $8KJerry Morey Family FoundationDonor Advised Fund$8KMani United Way: $3KMani United Way$3KMid Michigan Industries Inc: $1KMid Michigan Industries Inc$1KBeal City High School: $300Beal City High School$300

The largest 2024 recipient was Jerry Morey Family Foundation Donor Advised Fund ($8K). Together the top 4 received $12K.

Grant Size Distribution

37 grants across all recorded years

34<$50K2$50–100K$100–250K$250–500K1$500K–1M$1–5M$5M+

The most common grant size was under $50K: 34 grants of 37 (92%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Share of 2024 grant dollars across all 4 itemized grants.

Cities

Mt PleasantManisteeMidlandTampaChicagoIrvingLake IsabellaLansingMemphisRemusSaddle BrookSouthfieldStaten IslandSterling HeightsWeidmanWest Allis

How Morey Family Foundation gives

  • Giving fell 63% from 2021 to 2024. Method
  • In 2024 it paid out well above 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

$0$250K$500K$750K$1M4 grants2020 3 grants2021 4 grants2022 22 grants2023 4 grants2024

From 2020 to 2024, annual grant giving ranged from $12K (2024) to $846K (2023). In 2024 it made 4 grants totaling $12K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Jerry Morey Family Foundation Donor Advised Fund Lake Isabella, MICharitable$8,077
Mani United Way Manistee, MICharitable$3,000
Mid Michigan Industries Inc Mt Pleasant, MICharitable$1,000
Beal City High School Mt Pleasant, MICharitable$300
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024—$2$16,762$12,3774$12,377—$78
2023$16,760$56,644$852,407$846,36122$846,361$50,598$31,370
2022$812,523$7,293$116,764$110,0004$110,000$9,228$44,302
2021$921,994$500,089$33,358$33,3583$33,358$89$29,228
2020$455,263$168$40,000$40,0004—$168$23,854

Under IRS private-foundation payout rules, Morey Family Foundation reported a distributable amount of $78 for 2024 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Morey Family Foundation is led by Jerry Morey, Director, President & Treasurer on every filing since 2020; none of the 4 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Jerry Morey

    Director, President & Treasurer

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Jennifer Brickner

    Director & Secretary

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Justin Brickner

    Director

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Marilyn Morey

    Director

    On filings since 2020

    2 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "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 Morey Family Foundation

How much does Morey Family Foundation give each year?

Morey Family Foundation gave $12K across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $846K across 22 grants.

What is Morey Family Foundation's typical grant size?

Morey Family Foundation's median grant in 2024 was $2,000, and its average grant was $3,094, across 4 grants on its 2024 IRS Form 990-PF.

Where does Morey Family Foundation give grants?

Morey Family Foundation gives mostly in Michigan: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Mt Pleasant, MI (2 grants).

Does Morey Family Foundation give general operating support?

Not in 2024: none of the 4 grants with a stated purpose on Morey Family Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (4 grants).

How much is Morey Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Morey Family Foundation reported a distributable amount of $78 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Morey Family Foundation's EIN?

Morey Family Foundation's EIN (Employer Identification Number) is 84-2640322. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Morey 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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