Morgan Family Foundation Inc logo

Morgan Family Foundation Inc

Private foundation · Grantmaker Bozeman, MT EIN: 46-4245754 Website

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

Unity Foundation of La Porte County: $303KUnity Foundation of La PorteCounty$303KButte SPIRIT Center: $100KButte SPIRIT Center$100KHRDC: $50KHRDC$50KSpay Montana: $50KSpay Montana$50KButte Rescue Mission Center of Hope: $50KButte Rescue Mission Center ofHope$50KHeart of the Valley: $40KHeart of the Valley$40KThrive: $35KThrive$35KWolfpoint Pound Puppies: $30KWolfpoint Pound Puppies$30KMichigan City Renaissance: $30KMichigan City Renaissance$30KCrosswinds Recovery: $25KCrosswinds Recovery$25K

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

105<$50K14$50–100K4$100–250K2$250–500K$500K–1M$1–5M$5M+

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

10states

Share of 2025 grant dollars across all 30 itemized grants.

Cities

Michigan CityBozemanButteLa PorteManhattanKalispellRonanBaltimoreWold PointWoodlandDenverIndianapolisState CollegeWolf PointBelgradeBloomingtonCorvallisEncinitasHelenaHudson

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

$0$500K$1M$1.5M13 grants2018 22 grants2020 17 grants2021 24 grants2022 24 grants2023 30 grants2024 30 grants2025

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

RecipientPurposeAmount
Unity Foundation of La Porte County Michigan City, INGeneral$303,191
Butte SPIRIT Center Butte, MTGeneral$100,000
HRDC Bozeman, MTGeneral$50,000
Spay Montana Butte, MTGeneral$50,000
Butte Rescue Mission Center of Hope Butte, MTGeneral$50,000
Heart of the Valley Bozeman, MTGeneral$40,000
Thrive Bozeman, MTGeneral$35,000
Wolfpoint Pound Puppies Wolf Point, MTGeneral$30,000
Michigan City Renaissance Michigan City, MIGeneral$29,940
Crosswinds Recovery Missoula, MTGeneral$25,000
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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
2025$9,556,353$1,564,688$1,136,663$1,042,13130$1,053,109$1,132,689$549,674
2024$9,128,328$3,173,930$902,540$833,96930$839,245$1,276,043$468,863
2023$7,337,527$1,296,706$751,793$705,76324$712,376$648,988$396,803
2022$6,981,822$1,005,618$695,954$645,81224$651,532$563,475$411,346
2021$6,716,402$1,057,948$743,309$682,59717$686,997$694,328$428,832
2020$6,533,925$473,266$1,066,888$1,012,43522—$203,499$414,866
2018$7,077,939$349,588$329,650$273,65113—$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

  1. Updated Form 990-PF for fiscal year 2018 (received by the IRS December 18, 2019)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS July 18, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS October 19, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 1, 2026)
  8. IRS filings on file for fiscal years 2018–2025

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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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