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
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
No grants recorded for .
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
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Similar funders by location and focus area
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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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