Morgan Family Foundation
The Morgan Family Foundation is a private foundation based in Yellow Springs, Ohio, established in December 2003 by Lee and Vicki Morgan. It makes grants primarily for social equity in St. Cloud, Minnesota; global warming mitigation in Minnesota; and end-of-life issues in central Minnesota.
Key facts about Morgan Family Foundation
- EIN
- 30-0205024
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $2,144,874
- Grants made (2024)
- 109
- Average grant
- $19,678
- Median grant
- $2,000
- New grantees (estimate)
- 26% first-time grantees (24 of 92, 2024)
- Total assets
- $52,483,633
- Primary geography
- Minnesota (88% of itemized 2024 grant dollars)
- How to apply
- Social Equity uses a two-step online process: organizations submit a Letter of Inquiry, and selected applicants are invited to submit a full application. Full details ↓
- Deadline
- Full applications from organizations invited to the Summer/Fall 2026 Social Equity cycle are due no later than…
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Morgan Family Foundation funds
By grant dollars, the top recipient states for Morgan Family Foundation's 109 itemized 2024 grants were Minnesota (88%) and Ohio (8%). The most frequent recipient cities were St Cloud, MN (29 grants), Yellow Springs, OH (11 grants), St Paul, MN (8 grants) and Minneapolis, MN (7 grants). 38% of grants with a stated purpose were for general or operating support. Recurring purposes include "(Matching) Women's Fund Dwos - Lee Morgan & Debra Leigh" (4 grants).
Is Morgan Family Foundation open to new grantees?
26%
first-time grantees, 2024
In 2024, 24 of 92 grantees (26%) were first-time recipients. First grants averaged $24K; repeat grants $23K. How we count
Medians: $2K first-time, $3K repeat.
- 61% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−6%). Method
- In 2024 it paid out 107% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Morgan Family Foundation
- How to evaluate Morgan Family Foundation as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to Morgan Family Foundation with AI
AI grant writing that drafts from your organization’s own materials, in your voice.
- Track this opportunity in a free grant tracker
A free Google Sheets or Excel template for deadlines, award terms, and reports due.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$52.5M
+5.9% YoY
Annual Giving
$2.1M
+0.2% YoY
Grant Count
109
-44.9% YoY
Avg Grant Size
$20K
+82.0% YoY
Under IRS private-foundation payout rules, Morgan Family Foundation reported a distributable amount of $2.5M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
Beginning in 2020, the Foundation centered its grantmaking on three themes: advancing social equity in St. Cloud, mitigating global warming in Minnesota, and addressing end-of-life issues in central Minnesota. Its guidelines welcome program, project, capital, start-up, operating, and capacity-building requests.
Most grants go to 501(c)(3) public charities. The Foundation’s 2024 awards illustrate the range of work it supports. For example, Citizens Utility Board of Minnesota describes its mission as championing affordable, reliable, safe, and clean home energy for Minnesotans. Honoring Choices describes itself as a community-based organization working to improve end-of-life care in central Minnesota. Yellow Springs Home says it provides permanently affordable and sustainable housing through a community land trust.
Grantmaking
In 2024, the Foundation reported 109 grants totaling $2,144,874. Awards ranged from $200 to $100,000, with a median grant of $2,000. The Foundation says most awards have generally been in the $10,000–$100,000 range.
Review Cycle
** Full applications from organizations invited to the Summer/Fall 2026 Social Equity cycle are due no later than September 7, 2026.
Ready to take the next step with Morgan Family Foundation?
Geographic Focus
Where this funder awards grants
The Foundation’s stated focus is social equity in St. Cloud, global warming mitigation in Minnesota, and end-of-life issues in central Minnesota. In 2024, 88% of grant dollars went to Minnesota recipients and 8% to Ohio recipients.
Grant Distribution by State
Share of all 109 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $52,483,633 | $2,391,716 | $3,299,421 | $2,144,874 |
| 2023 | $49,554,840 | $6,320,814 | $3,371,182 | $2,141,205 |
| 2022 | $46,232,673 | $2,767,106 | $3,355,794 | $2,229,709 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $52,483,633 | $49,554,840 | $46,232,673 |
| Revenue | $2,391,716 | $6,320,814 | $2,767,106 |
| Expenses | $3,299,421 | $3,371,182 | $3,355,794 |
| Qualifying Distributions | $2,653,837 | $2,711,375 | $2,706,018 |
| Net Investment Income | $2,126,004 | $6,131,716 | $2,480,531 |
| Distributable Amount | $2,485,096 | $2,243,926 | $2,399,998 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
664 grants across all recorded years
Open Grants
1 open opportunity from Morgan Family Foundation
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Citizens Utility Board of Minnesota ($100,000), Clean up the River Environment ($100,000), Climate Land Leaders ($100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CITIZENS UTILITY BOARD OF MINNESOTA St Paul, MN | (CORE) CONSUMER ADVOCACY TO EQUITABLY DECARBONIZE HOME ENERGY THROUGHOUT MINNESOTA | $100,000 |
| CLEAN UP THE RIVER ENVIRONMENT Montevideo, MN | (CORE) BUILDING THE CAPACITY AND IMPACT OF CURE'S ENERGY DEMOCRACY PROGRAM - YEARS 4-5 | $100,000 |
| CLIMATE LAND LEADERS Minneapolis, MN | (CORE) ACTIVATING GREATER MINNESOTA CLIMATE LAND LEADERS | $100,000 |
| FARMERS UNION FOUNDATION St Paul, MN | (CORE) ADVANCING FARMER LEADERSHIP IN CLIMATE AND WORKING LANDS | $100,000 |
| HEALTH PROFESSIONALS FOR A HEALTHY CLIMATE Minneapolis, MN | (CORE) EXPANDING AND ACTIVATING HEALTH PROFESSIONAL VOICES FOR CLIMATE ACTION | $100,000 |
| HMONG AMERICAN FARMERS ASSOCIATION West St Paul, MN | (CORE) SUPPORTING SMALL-SCALE HMONG FARMERS WITH TRAINING, SUPPORT, AND SERVICES TO CONTINUE THEIR CLIMATE CHANGE MITIGATION AND CARBON SEQUESTRATION EFFORTS | $100,000 |
| HONORING CHOICES St Cloud, MN | (CORE) GENERAL OPERATING SUPPORT WITH FUNDRAISING MATCH | $100,000 |
| MINNESOTA MARINE ART MUSEUM Winona, MN | (CORE) BUILDING CLIMATE CONSCIOUSNESS AND CULTURE: CAPACITY SUPPORT FOR ASSOCIATE CURATOR OF CLEAN WATER AND CLIMATE | $100,000 |
| YELLOW SPRINGS HOME INC Yellow Springs, OH | (CORE) LAND DONATION FOR CASCADES SENIOR HOUSING PROJECT, PHASE 1 | $94,874 |
| SAHAN JOURNAL St Paul, MN | (CORE) CLIMATE REPORTING ON MINNESOTAS COMMUNITIES OF COLOR | $90,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Lee M. Morgan as president and Victoria A. Morgan as vice president. Lori M. Kuhn is listed as executive director and secretary. Other listed officers and directors are Barclay Carriar, Asha Morgan Moran, Eric Hart, Erica Smith, Judith Thompson, Ronald Brandenburg, and Stephen T. Williams.
Morgan Family Foundation is led by Lee M. Morgan, President on every filing since 2020; all 10 officers listed in 2024 are compensated.
Officers on the 2024 filing
Lee M. Morgan
President
On filings since 2020
1.3 hrs/week
$4K (2020) → $5K (2024)
Lori M. Kuhn
Executive Director & Secretary
On filings since 2020
40 hrs/week
$155K (2020) → $177K (2024)
Asha Morgan Moran
Director
On filings since 2020
1 hr/week
$3K (2020) → $4K (2024)
Judith Thompson
Director
On filings since 2020
1 hr/week
$3K (2020) → $4K (2024)
Ronald Brandenburg
Director
On filings since 2020
1 hr/week
$3K (2020) → $4K (2024)
Eric Hart
Director
On filings since 2021
1 hr/week
$4K (2021) → $4K (2024)
Erica Smith
Director
On filings since 2021
1 hr/week
$4K (2021) → $3K (2024)
Barclay Carriar
Treasurer
On filings since 2020
1 hr/week
$4K (2020) → $5K (2024)
Stephen T. Williams
CFO & Assistant Treasurer
On filings since 2020
30 hrs/week
$88K (2020) → $105K (2024)
Victoria A. Morgan
Vice President
On filings since 2020
1 hr/week
$3K (2020) → $5K (2024)
Former officers (1)
- Former: Karla Morgan (2020–2022) — Director
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.
Compensation Overview
From 2024 IRS filing
Contact
Application contact: Please Visit Wwwmorganfamilyfdnorg
Mailing address: 506 S High St Suite B, Yellow Springs, OH 45387-1577
Phone: (937) 767-9208
Email: info@morganfamilyfdn.org
Website: https://morganfamilyfdn.org
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Morgan Family Foundation fund?
Beginning in 2020, the Foundation centered its grantmaking on three themes: advancing social equity in St. Cloud, mitigating global warming in Minnesota, and addressing end-of-life issues in central Minnesota. Its guidelines welcome program, project, capital, start-up, operating, and capacity-building requests. Most grants go to 501(c)(3) public charities. The Foundation’s 2024 awards illustrate the range of work it supports. For example, Citizens Utility Board of Minnesota describes its missio…
How do I apply for a grant from Morgan Family Foundation?
Social Equity uses a two-step online process: organizations submit a Letter of Inquiry, and selected applicants are invited to submit a full application. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does Morgan Family Foundation make grants?
The Foundation’s stated focus is social equity in St. Cloud, global warming mitigation in Minnesota, and end-of-life issues in central Minnesota. In 2024, 88% of grant dollars went to Minnesota recipients and 8% to Ohio recipients.
What size grants does Morgan Family Foundation award?
In 2024, Morgan Family Foundation awarded 109 grants totaling $2.1M — an average of about $20K per grant, based on its IRS Form 990 filings.
How much is Morgan Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Morgan Family Foundation reported a distributable amount of $2.5M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Morgan Family Foundation's EIN?
Morgan Family Foundation's EIN (Employer Identification Number) is 30-0205024. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Morgan Family Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Minneapolis Foundation
Minneapolis, MN
Assets
$1.2B
Grants
1,565
Total Given
$121.7M
Ge Aerospace Foundation
Norwalk, CT
Assets
$22.5M
Grants
2,467
Total Given
$15.3M
Xcel Energy Foundation
Minneapolis, MN
Assets
—
Grants
1,820
Total Given
$7.7M
Saint Paul & Minnesota Foundation
St Paul, MN
Assets
$1.6B
Grants
1,445
Total Given
$192.6M
Columbus Foundation
Columbus, OH
Assets
$2.8B
Grants
1,747
Total Given
$242.7M
The Greater Cincinnati Foundation
Cincinnati, OH
Assets
$1.0B
Grants
1,408
Total Given
$184.4M
The Cleveland Foundation
Cleveland, OH
Assets
$3.3B
Grants
1,016
Total Given
$184.2M
The Scripps Howard Foundation
Cincinnati, OH
Assets
$69.4M
Grants
819
Total Given
$7.4M
Nisource Charitable Foundation
Columbus, OH
Assets
$43.0M
Grants
683
Total Given
$7.5M
Jpmorgan Chase Foundation
New York, NY
Assets
$1.2B
Grants
10,334
Total Given
$202.5M
The Pfizer Foundation Inc
New York, NY
Assets
$255.3M
Grants
9,306
Total Given
$23.2M
Verizon Foundation
Basking Ridge, NJ
Assets
$23.8M
Grants
5,464
Total Given
$7.0M
More Funders in Ohio
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.