Morgan Charitable Foundation
Morgan Charitable Foundation is a private foundation, based in Matthews, NC. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $3K in total assets. In 2025, it awarded 1 grant totaling $1K.
Morgan Charitable Foundation at a glance
In short: Morgan Charitable Foundation gave $1K across 1 grant in 2025 (avg $1K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,491
- -57.4% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $1,491
- -57.4% vs 2024
- Median grant
- $1,491
- Total assets
- $2,950
- +1094.3% vs 2024
- Primary geography
- North Carolina (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Morgan Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Monroe Housing Authority Program ($1K).
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 3 grants of 3 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Morgan Charitable Foundation gives
- In 2025 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
From 2022 to 2025, annual grant giving ranged from $1K (2025) to $4K (2023). In 2025 it made 1 grant totaling $1K.
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 |
|---|---|---|
| Monroe Housing Authority Program Monroe, NC | To provide beds for a place to rest and dream, books for increased literacy and financial literacy games to improve the financial knowledge of children | $1,491 |
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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 | $2,950 | $7,613 | $4,910 | $1,491 | 1 | $2,982 | $82 |
| 2024 | $247 | $7,188 | $7,618 | $3,500 | 1 | $3,500 | $19 |
| 2023 | $677 | $6,760 | $6,313 | $4,000 | 1 | $4,000 | $30 |
| 2022 | $230 | $2,260 | $2,030 | $2,000 | Total only | $2,000 | $1 |
"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.
Under IRS private-foundation payout rules, Morgan Charitable Foundation reported a distributable amount of $82 for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Morgan Charitable Foundation is led by Dale Morgan, President on every filing since 2021; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Dale Morgan
President
On filings since 2021
No compensation reported
Mia Morris-Morgan
Treasurer
On filings since 2021
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "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 Morgan Charitable Foundation
How much does Morgan Charitable Foundation give each year?
Morgan Charitable Foundation gave $1K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $4K across 1 grant.
How large is Morgan Charitable Foundation?
Morgan Charitable Foundation reported $3K in total assets on its 2025 IRS Form 990-PF. It paid out $3K in qualifying distributions that year, against a required minimum of $82 (roughly 5% of its investment assets).
Where does Morgan Charitable Foundation operate?
Morgan Charitable Foundation has awarded grants in North Carolina.
What is Morgan Charitable Foundation's EIN?
Morgan Charitable Foundation's EIN (Employer Identification Number) is 87-2511597. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 27, 2023)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2021–2024
Live grants for the work Morgan Charitable Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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Assets
—
Grants
15
Total Given
$320K
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