Morgan Family Foundation Inc
Morgan Family Foundation Inc is a private foundation based in Bozeman, Montana. The foundation was established in 2015 and operates as a 501(c)(3) charitable organization.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$9.1M
+24.4% YoY
Annual Giving
$834K
+18.2% YoY
Grant Count
30
+25.0% YoY
Avg Grant Size
$28K
-5.5% YoY
Mission & Focus Areas
The foundation's grantmaking focuses on:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Animal Rescue and Dog Rescues
- Wildlife
Grantmaking
The foundation is not currently accepting new Letters of Inquiry.
Grant Range
s & Activity:**
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in:
- Indiana
- Montana
- Maryland
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Revenue (2023):
- Total assets: $7,337,527–$9,128,328
- Total revenues: $1,296,706
- Total expenses: $751,793
- Total grants and contributions: $608,301
- Investment income and dividends: $184,445
- Net gain from sale of non-inventory assets: $503,960
Staffing:
- Number of employees: 0
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $9,128,328 | $7,337,527 | $6,981,822 |
| Revenue | $3,173,930 | $1,296,706 | $1,005,618 |
| Expenses | $902,540 | $751,793 | $695,954 |
| Qualifying Distributions | $839,245 | $712,376 | $651,532 |
| Net Investment Income | $1,276,043 | $648,988 | $563,475 |
| Distributable Amount | $468,863 | $396,803 | $411,346 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
117 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
- Alyce Morgan – President
- Lucille Curran – Vice President
Compensation Overview
From 2024 IRS filing
No officer/director data available.
Recent News & Activity
Recent developments and announcements
The Morgan Family Foundation has committed to investing in the Joint Venture Education Initiative, demonstrating continued engagement in education-focused grantmaking.
Community Foundation of Morgan County Awards $10,000 to Youth First \u2013\Subject Areas
Focus areas based on grantmaking activity
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Similar funders by location and focus area
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Total Given
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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