Morgan Family Foundation Inc
Morgan Family Foundation Inc is a private foundation based in Bozeman, Montana. Its 2025 filing reports 30 grants totaling $1,042,131 to charitable organizations, including organizations in Montana and Indiana.
Morgan Family Foundation Inc at a glance
In short: Morgan Family Foundation Inc gave $1.0M across 30 grants in 2025 (avg $35K), top state Montana. 40% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,042,131
- +25.0% vs 2024
- Grants made (2025)
- 30
- +0.0% vs 2024
- Average grant
- $34,738
- +25.0% vs 2024
- Median grant
- $25,000
- Total assets
- $9,556,353
- +4.7% vs 2024
- New grantees (estimate)
- 40% first-time grantees (12 of 30, 2025)
- Primary geography
- Montana (47% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Morgan Family Foundation Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 520 S Grand Ave, Bozeman, MT 59715
Phone: (406) 595-7678
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Morgan Family Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Unity Foundation of La Porte County ($303K). Together the top 10 received $713K.
Grant Size Distribution
125 grants across all recorded years
The most common grant size was under $50K: 105 grants of 125 (84%).
Geographic Focus
Where this funder awards grants
In 2025, 47% of grant dollars went to recipients in Montana and 45% to recipients in Indiana. Smaller shares went to Michigan (3%), Maryland (2%), and Washington (2%).
Grant Distribution by State
Share of 2025 grant dollars across all 30 itemized grants.
Cities
Is Morgan Family Foundation Inc open to new grantees?
40%
first-time grantees, 2025
In 2025, 12 of 30 grantees (40%) were first-time recipients. First grants averaged $24K; repeat grants $42K. How we count
Medians: $25K first-time, $23K repeat.
- 53% of 2025 grantees were also funded in 2024. Method
- Giving grew 61% from 2022 to 2025. Method
- In 2025 it paid out 192% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2018–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2018 to 2025, annual grant giving ranged from $274K (2018) to $1.0M (2025). In 2025 it made 30 grants totaling $1.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Unity Foundation of La Porte County Michigan City, IN | General | $303,191 |
| Butte SPIRIT Center Butte, MT | General | $100,000 |
| HRDC Bozeman, MT | General | $50,000 |
| Spay Montana Butte, MT | General | $50,000 |
| Butte Rescue Mission Center of Hope Butte, MT | General | $50,000 |
| Heart of the Valley Bozeman, MT | General | $40,000 |
| Thrive Bozeman, MT | General | $35,000 |
| Wolfpoint Pound Puppies Wolf Point, MT | General | $30,000 |
| Michigan City Renaissance Michigan City, MI | General | $29,940 |
| Crosswinds Recovery Missoula, MT | General | $25,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $9,556,353 | $1,564,688 | $1,136,663 | $1,042,131 | 30 | $1,053,109 | $1,132,689 | $549,674 |
| 2024 | $9,128,328 | $3,173,930 | $902,540 | $833,969 | 30 | $839,245 | $1,276,043 | $468,863 |
| 2023 | $7,337,527 | $1,296,706 | $751,793 | $705,763 | 24 | $712,376 | $648,988 | $396,803 |
| 2022 | $6,981,822 | $1,005,618 | $695,954 | $645,812 | 24 | $651,532 | $563,475 | $411,346 |
| 2021 | $6,716,402 | $1,057,948 | $743,309 | $682,597 | 17 | $686,997 | $694,328 | $428,832 |
| 2020 | $6,533,925 | $473,266 | $1,066,888 | $1,012,435 | 22 | — | $203,499 | $414,866 |
| 2018 | $7,077,939 | $349,588 | $329,650 | $273,651 | 13 | — | $119,916 | $373,619 |
Under IRS private-foundation payout rules, Morgan Family Foundation Inc reported a distributable amount of $550K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants include support for organizations working in areas such as community philanthropy, recovery services, animal sheltering and adoption, child development, and services for people with disabilities. These are the grantees’ activities, not stated focus areas of the foundation.
For example, Butte SPIRIT Center describes its work as providing supportive housing and services to people recovering from substance abuse. Heart of the Valley describes its mission as sheltering lost and surrendered pets and supporting adoption and education. Thrive says its goal is for all children to have the opportunity to grow and succeed. Paladin describes providing habilitation, individual support, and employment services to people with disabilities.
Grantmaking
In filing year 2025, the foundation made 30 grants totaling $1,042,131. Grants ranged from $1,000 to $303,191, with a median of $25,000. The largest grants included $303,191 to Unity Foundation of La Porte County, $100,000 to Butte SPIRIT Center, $50,000 each to HRDC, Spay Montana, and Butte Rescue Mission Center of Hope, and $40,000 to Heart of the Valley. The listed grant purposes were “GENERAL.”
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Alyce Morgan as President and Lucille Curran as Vice President.
Morgan Family Foundation Inc is led by Alyce Morgan, President on every filing since 2018; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Alyce Morgan
President
On filings since 2018
1 hr/week
No compensation reported
Lucille Curran
Vice President
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Lucy Curran (2018) — Vice President
Data from IRS Form 990 filings, 2018–2025. "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 Family Foundation Inc
How much does Morgan Family Foundation Inc give each year?
Morgan Family Foundation Inc gave $1.0M across 30 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $834K across 30 grants.
What is Morgan Family Foundation Inc's typical grant size?
Morgan Family Foundation Inc's median grant in 2025 was $25,000, and its average grant was $34,738, across 30 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Morgan Family Foundation Inc that year got $24K on average.
Where does Morgan Family Foundation Inc give grants?
Morgan Family Foundation Inc's top state is Montana, with 47% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest state was Indiana (45%). The most frequent recipient cities were Michigan City, IN (9 grants), Bozeman, MT (6 grants), Butte, MT (3 grants) and La Porte, IN (2 grants).
Does Morgan Family Foundation Inc give general operating support?
Yes: 100% of Morgan Family Foundation Inc's 2025 grants with a stated purpose (30 of 30) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Morgan Family Foundation Inc's largest grantees?
Morgan Family Foundation Inc's largest 2025 grantees include Unity Foundation of La Porte County ($303,191), Butte SPIRIT Center ($100,000) and HRDC ($50,000), according to its 2025 IRS Form 990-PF. Together they received 43% of its itemized 2025 grant dollars.
How large is Morgan Family Foundation Inc?
Morgan Family Foundation Inc reported $9.6M in total assets on its 2025 IRS Form 990-PF. It paid out $1.1M in qualifying distributions that year, against a required minimum of $550K (roughly 5% of its investment assets).
What does Morgan Family Foundation Inc fund?
No mission statement for the foundation is provided. Its 2025 grants include support for organizations working in areas such as community philanthropy, recovery services, animal sheltering and adoption, child development, and services for people with disabilities. See mission & focus areas ↑
How do I apply for a grant from Morgan Family Foundation Inc?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Morgan Family Foundation Inc's EIN?
Morgan Family Foundation Inc's EIN (Employer Identification Number) is 46-4245754. IRS Form 990 filing data is available on this page for 2018–2025.
Does Morgan Family Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2018 (received by the IRS December 18, 2019)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 18, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 19, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 1, 2026)
- IRS filings on file for fiscal years 2018–2025
Live grants for the work Morgan Family Foundation Inc funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Morgan Family Foundation Inc's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Morgan Family Foundation Inc funder profile. GrantGraph. Retrieved October 23, 2026, from https://grantable.co/funders/morgan-family-foundation-inc-morg_8c0d45a674884ffa9f346d800c714eff
BibTeX
@misc{grantable_464245754_2026,
author = {{Grantable}},
title = {{Morgan Family Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/morgan-family-foundation-inc-morg_8c0d45a674884ffa9f346d800c714eff},
note = {Accessed 2026-10-23. Data licensed CC BY 4.0}
} The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Morgan Family Foundation Inc'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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