The NM Morris Family Foundation is a private 501(c)(3) grantmaking foundation based in Bedford, New York. Established in 2011, the foundation manages substantial assets and distributes grants across multiple states to support various charitable causes.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$7.0M
+0.8% YoY
Annual Giving
$286K
-6.7% YoY
Grant Count
86
-13.1% YoY
Avg Grant Size
$3K
+7.4% YoY
Under IRS private-foundation payout rules, Nm Morris Family Foundation reported a distributable amount of $327K for 2024 — the minimum it must pay out in qualifying distributions.
Grantmaking
The foundation is an active grantmaker that accepts applications. Recent grantmaking activity shows:
Grant Range
** $1,000–$50,100
Average Grant
** $3,700–$14,000
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Geographic Focus
Where this funder awards grants
The foundation funds organizations across multiple states, including:
- California
- Colorado
- Connecticut
- Florida
- Illinois
- Maryland
- Michigan
- Minnesota
- New Hampshire
- New Jersey
- Nevada
- New York
- Pennsylvania
- Tennessee
- Vermont
- Virginia
The foundation has funded major urban centers as well as smaller communities throughout the United States.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2023–2024:
- Total assets: $6.96–$7.02 million
- Total revenue (2023): $357,865–$393,900
- Total expenses (2023): $340,657–$341,000
- Total liabilities: $0
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $7,019,368 | $6,961,818 | $6,944,610 |
| Revenue | $377,424 | $357,865 | $393,948 |
| Expenses | $319,874 | $340,657 | $422,119 |
| Qualifying Distributions | $319,874 | $340,657 | $396,830 |
| Net Investment Income | $408,115 | $390,913 | $392,466 |
| Distributable Amount | $327,252 | $314,486 | $336,708 |
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
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Guiding Eyes for the Blind ($50,000), Aces Aspen Ctr for Enviornmental St ($10,000), Aspen Valley Hospital Foundation ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ACES ASPEN CTR FOR ENVIORNMENTAL ST ASPEN, CO | GENERAL FUND | $10,000 |
| AMERICAN SONGBOOK ASSOCIATION NEW YORK, NY | GENERAL FUND | $1,000 |
| ANTI DEFAMATION LEAGUE NEW YORK, NY | GENERAL FUND | $1,000 |
| ASPEN FAMILY CONNECTIONS ASPEN, CO | GENERAL FUND | $4,000 |
| ASPEN HISTORICAL SOCIETY ASPEN, CO | GENERAL FUND | $5,000 |
| ASPEN INSTITUTE ASPEN, CO | GENERAL FUND | $5,000 |
| ASPEN MIDDLE SCHOOL ASPEN, CO | OUTDOOOR EDUCATION | $5,000 |
| ASPEN VALLEY HOSPITAL FOUNDATION ASPEN, CO | GENERAL FUND | $10,000 |
| ASPEN VALLEY SKI SNOWBOARD CLUB ASPEN, CO | GENERAL FUND | $5,000 |
| ASPEN YOUTH CENTER ASPEN, CO | GENERAL FUND | $250 |
Leadership & Key People
Leadership team and compensation from IRS filings
Key personnel include:
- Kenneth Lubin – President
- Carol Hundert – Vice President (uncompensated)
- Wendy Aglietti – Treasurer/Secretary (compensation: $30,000)
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WENDY AGLIETTI | Treasurer | — | $30,000 |
| KENNETH LUBIN | President | — | — |
| CAROL HUNDERT | Vice President | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
How do I apply for a grant from Nm Morris Family Foundation?
The foundation is an active grantmaker that accepts applications. Recent grantmaking activity shows: • **Total giving (2024):** $278,000–$285,605 • **Number of grants (2024):** 62 grants • **Grant range:** $1,000–$50,100 • **Median grant size:** $2,000 • **Average grant size:** $3,700–$14,000 • **Giving rate:** Approximately 4% of assets annually The foundation has distributed grants across a wide range of charitable organizations and does not specify particular subject areas of focus in its pu…
Where does Nm Morris Family Foundation make grants?
The foundation funds organizations across multiple states, including: • California • Colorado • Connecticut • Florida • Illinois • Maryland • Michigan • Minnesota • New Hampshire • New Jersey • Nevada • New York • Pennsylvania • Tennessee • Vermont • Virginia The foundation has funded major urban centers as well as smaller communities throughout the United States.
What size grants does Nm Morris Family Foundation award?
In 2024, Nm Morris Family Foundation awarded 86 grants totaling $286K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Nm Morris Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Nm Morris Family Foundation reported a distributable amount of $327K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Nm Morris Family Foundation's EIN?
Nm Morris Family Foundation's EIN (Employer Identification Number) is 27-4723253. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Nm Morris Family Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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