Morton Family Foundation

HOBE SOUND, FL EIN: 06-6469445

Morton Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HOBE SOUND, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 30 grants totaling $146K. Net investment income was $70K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.1M

-6.3% YoY

Annual Giving

$146K

+15.2% YoY

Grant Count

30

+0.0% YoY

Avg Grant Size

$5K

+15.2% YoY

Under IRS private-foundation payout rules, Morton Family Foundation reported a distributable amount of $66K for 2024 — the minimum it must pay out in qualifying distributions.

About Morton Family Foundation

Based on IRS filings

Morton Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HOBE SOUND, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 30 grants totaling $146K. Net investment income was $70K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

13states
+5 more states

Cities

AlexandriaArlingtonAvonBedfordBostonBronxCalaisChagrin FallsChapel HillClevelandDeerfieldGarrisonGreenwichHillsdaleHobe SoundIndianapolisJuno BeachJupiterMinturnNew York

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$93K$187K$280K$374K20202021202220232024
Metric202420232022
Total Assets$1,086,901$1,160,232$1,266,462
Revenue$75,856$23,147$35,005
Expenses$149,195$129,634$148,430
Qualifying Distributions$145,750$126,550$141,700
Net Investment Income$70,261$20,063$26,150
Distributable Amount$66,382$66,168$72,350

Giving Over Time

Total grant dollars and number of grants per year

$0$58K$117K$175K$233K28 grants202028 grants202127 grants202230 grants202330 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

BRAVO VAIL ANNUA GIFT$35KMALTZ JUPITER THEATER FDN$26KMAYO FOUNDATION$10KVAIL VALLEY FOUNDATION$10KBOYS AND GIRLS CLUB OF M…$8KSOCIETY OF THE FOUR ARTS$8KBANNER LAKE CLUB$6KCHRIST MEMORIAL CHAPEL$6KJUPITER MEDICAL CENTER F…$5KTHE CONSERVATION FUND$5K

Grant Size Distribution

143 grants across all recorded years

141<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Bravo Vail Annua Gift ($35,000), Maltz Jupiter Theater Fdn ($26,000), Mayo Foundation ($10,000).

RecipientPurposeAmount
1000 FRIENDS OF FLORIDA TALLAHASSEE, FLTO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES.$1,000
AMERICAN FRIENDS OF ACADEMY OF ST MARTIN IN THE FIELDS ALEXANDRIA, VATO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES.$3,000
BANNER LAKE CLUB HOBE SOUND, FLTO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES.$6,000
BOYS AND GIRLS CLUB OF MARTIN COUNTY HOBE SOUND, FLTO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES.$8,000
BRAVO VAIL ANNUA GIFT VAIL, COTO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES.$35,000
UNC CAROLINA PERFORMING ARTS SOCIETY CHAPEL HILL, NCTO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES.$1,000
CHRIST MEMORIAL CHAPEL HOBE SOUND, FLTO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES.$6,000
COLUMBIA UNIVERSITY DEPT OF OPTHALMOLOGY NEW YORK, NYTO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES.$1,000
EAGLEBROOK SCHOOL DEERFIELD, MATO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES.$2,500
EVERGLADES FOUNDATION PALMETTO BAY, FLTO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES.$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
WILLIAM I MORTONTRUSTEE
MARY K MORTONTRUSTEE

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Morton Family Foundation?

Morton Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HOBE SOUND, FL. It holds $1.1M in total assets as of 2024.

How large is Morton Family Foundation?

As of 2024, Morton Family Foundation holds $1.1M in total assets with $76K in annual revenue. It awarded 30 grants totaling $146K in 2024.

Where does Morton Family Foundation operate?

Morton Family Foundation has awarded grants in Colorado, Connecticut, District of Columbia, Florida, Indiana, Massachusetts, Maine, Michigan, Minnesota, North Carolina, New York, Ohio, Virginia.

What size grants does Morton Family Foundation award?

In 2024, Morton Family Foundation awarded 30 grants totaling $146K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is Morton Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Morton Family Foundation reported a distributable amount of $66K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Morton Family Foundation's EIN?

Morton Family Foundation's EIN (Employer Identification Number) is 06-6469445. IRS Form 990 filing data is available on this page for 2020–2024.

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Related Funders

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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