NM Morris Family Foundation
The NM Morris Family Foundation is a private foundation based in Bedford, New York. It makes grants to organizations across multiple states; its 2025 grants included health, youth, environmental, educational, cultural, and community organizations.
NM Morris Family Foundation at a glance
In short: NM Morris Family Foundation gave $293K across 101 grants in 2025 (avg $3K), mostly in Colorado. 31% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $293,053
- +2.6% vs 2024
- Grants made (2025)
- 101
- +17.4% vs 2024
- Average grant
- $2,902
- -12.6% vs 2024
- Median grant
- $1,000
- Total assets
- $6,889,484
- -1.9% vs 2024
- New grantees (estimate)
- 31% first-time grantees (31 of 101, 2025)
- Primary geography
- Colorado (54% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to NM Morris Family Foundation
- How to Apply
-
The foundation specifies no particular application form. A request should include the organization’s name and the purpose and use of the requested funds. The filing lists no restrictions on awards.
- Contact
Application contact: Nm Morris Family Foundation
Mailing address: 9 Rustling Way, Bedford, NY 10506
Phone: (914) 234-0511
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who NM Morris Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Vail Health Foundation ($37K). Together the top 10 received $134K.
Grant Size Distribution
493 grants across all recorded years
The most common grant size was under $50K: 486 grants of 493 (99%).
Geographic Focus
Where this funder awards grants
In 2025, the largest shares of grant dollars went to recipients in Colorado (54%), New York (25%), California (8%), and Connecticut (6%); Maryland accounted for 2%. The recipient list also included organizations in other states. For example, Mountain Valley Horse Rescue in Colorado describes its work as providing care and rehabilitation for abused, abandoned, and neglected horses, while Chesapeake Bay Maritime Museum in Maryland says its mission is to preserve and explore the history, environment, and people of the Chesapeake Bay.
Grant Distribution by State
Share of 2025 grant dollars across all 101 itemized grants.
States
Cities
Is NM Morris Family Foundation open to new grantees?
31%
first-time grantees, 2025
In 2025, 31 of 101 grantees (31%) were first-time recipients. First grants averaged $2K; repeat grants $3K. How we count
Medians: $1K first-time, $2K repeat.
- 58% of 2025 grantees were also funded in 2024. Method
- Giving fell 26% from 2022 to 2025. Method
- In 2025 it paid out 105% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $258K (2020) to $397K (2022). In 2025 it made 101 grants totaling $293K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Vail Health Foundation Vail, CO | General Fund | $37,000 |
| Aces Aspen Ctr for Enviornmental St Aspen, CO | General Fund | $20,000 |
| Boys Girls Club Northern Westcheste Nount Kisco, NY | General Fund | $17,000 |
| Aspen Valley Health Foundation Aspen, CO | General Fund | $10,000 |
| Lighthouse Guild New York, NY | General Fund | $10,000 |
| Endocare Fund Greenwich, CT | General Fund | $10,000 |
| Aspen Family Connections Aspen, CO | General Fund | $9,000 |
| Aspen Middle School Aspen, CO | Outdooor Education | $9,000 |
| Aspen Valley Land Trust Aspen, CO | General Fund | $7,000 |
| Aspen Historical Society Aspen, CO | General Fund | $5,000 |
Ready to take the next step with NM Morris Family Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $6,889,484 | $218,250 | $348,134 | $293,053 | 101 | $348,135 | $395,294 | $330,613 |
| 2024 | $7,019,368 | $377,424 | $319,874 | $285,605 | 86 | $319,874 | $408,115 | $327,252 |
| 2023 | $6,961,818 | $357,865 | $340,657 | $306,214 | 99 | $340,657 | $390,913 | $314,486 |
| 2022 | $6,944,610 | $393,948 | $422,119 | $396,830 | 107 | $396,830 | $392,466 | $336,708 |
| 2021 | $6,972,781 | $386,511 | $359,884 | $322,518 | 100 | $322,518 | $383,987 | $400,352 |
| 2020 | $6,946,154 | $394,442 | $293,520 | $257,595 | 89 | — | $384,930 | $358,828 |
Under IRS private-foundation payout rules, NM Morris Family Foundation reported a distributable amount of $331K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants show support for organizations working in varied areas. For example, Aspen Valley Land Trust describes its mission as protecting open land and special places in Colorado’s Roaring Fork and Middle Colorado River valleys. Care for the Homeless says it provides health care, human services, and shelter to people experiencing homelessness and advocates for policies to address homelessness. Latino U College Access describes its mission as increasing college enrollment and completion among low-income, first-generation students.
Grantmaking
In 2025, the foundation made 101 grants totaling $293,053. Grants ranged from $100 to $37,000, with a median of $1,000. Its largest grants included $37,000 to Vail Health Foundation, $20,000 to ACES Aspen Center for Environmental Studies, $17,000 to Boys & Girls Club of Northern Westchester, and $10,000 each to Aspen Valley Health Foundation, Lighthouse Guild, and Endocare Fund. The listed purposes for these grants were “general fund.”
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Kenneth Lubin as President, Carol Hundert as Vice President, and Wendy Aglietti as Treasurer.
NM Morris Family Foundation is led by Kenneth Lubin, President since 2023 (on filings since 2020); 1 of 3 officers listed in 2025 is compensated.
Officers on the 2025 filing
Kenneth Lubin
President
Director & President → President, 2023
On filings since 2020
No compensation reported
Wendy Aglietti
Treasurer
Director & Secretary → Treasurer, 2023
On filings since 2020
$20K (2020) → $50K (2025)
Carol Hundert
Vice President
Director & Vice → Vice President, 2023
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $50K, to Wendy Aglietti (Treasurer).
Frequently asked questions about NM Morris Family Foundation
How much does NM Morris Family Foundation give each year?
NM Morris Family Foundation gave $293K across 101 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $286K across 86 grants.
What is NM Morris Family Foundation's typical grant size?
NM Morris Family Foundation's median grant in 2025 was $1,000, and its average grant was $2,902, across 101 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from NM Morris Family Foundation that year got $2K on average.
Where does NM Morris Family Foundation give grants?
NM Morris Family Foundation gives mostly in Colorado: 54% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (25%) and California (8%). The most frequent recipient cities were Aspen, CO (15 grants), New York, NY (7 grants), Vail, CO (5 grants) and Los Angeles, CA (4 grants).
Does NM Morris Family Foundation give general operating support?
Yes: 94% of NM Morris Family Foundation's 2025 grants with a stated purpose (95 of 101) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are NM Morris Family Foundation's largest grantees?
NM Morris Family Foundation's largest 2025 grantees include Vail Health Foundation ($37,000), Aces Aspen Ctr for Enviornmental St ($20,000) and Boys Girls Club Northern Westcheste ($17,000), according to its 2025 IRS Form 990-PF. Together they received 25% of its itemized 2025 grant dollars.
How large is NM Morris Family Foundation?
NM Morris Family Foundation reported $6.9M in total assets on its 2025 IRS Form 990-PF. It paid out $348K in qualifying distributions that year, against a required minimum of $331K (roughly 5% of its investment assets).
What does NM Morris Family Foundation fund?
No mission statement for the foundation is provided. Its 2025 grants show support for organizations working in varied areas. For example, Aspen Valley Land Trust describes its mission as protecting open land and special places in Colorado’s Roaring Fork and Middle Colorado River valleys. See mission & focus areas ↑
How do I apply for a grant from NM Morris Family Foundation?
The foundation specifies no particular application form. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS October 29, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 2, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
Explore Open Grants
Browse active grant opportunities in NM Morris Family Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Synchrony Foundation
Stamford, CT
In 2024, Synchrony Foundation supported charitable organizations across workforce development, education, financial assistance, and giving, with grants ranging from $150 to $2.6 million and a median of $10,000. Its largest shares of grant funding went to Connecticut, New York, and South Carolina, followed by the District of Columbia and New Jersey; it does not accept unsolicited requests and funds preselected organizations only.
Assets
$72.3M
Grants
394
Total Given
$20.5M
Aspen Community Foundation
Basalt, CO
Aspen Community Foundation supports nonprofits serving the Aspen-to-Parachute region, with recent priorities including early childhood and youth empowerment, as well as broader community needs. Its 2024 median grant was $15,000; its 2026 focus-area awards were set at $10,000–$35,000, and that cycle accepted applications but has ended.
Assets
$62.3M
Grants
466
Total Given
$17.4M
Jewish Community Federation of San Francisco the Peninsula Marin & Sonoma
San Francisco, CA
The Federation funds Jewish life and identity, antisemitism response, crisis relief, human services, and justice and inclusion, with work in the Bay Area, Israel, and beyond. Its 2025 grants ranged from $5,050 to $2,405,915, with a median of $22,750. It frequently issues requests for proposals and welcomes inquiries about new Bay Area programs; no current organization grant opportunities were listed.
Assets
$2.0B
Grants
1,032
Total Given
$94.5M
The New York Community Trust
New York, NY
The New York Community Trust funds nonprofit programs in areas such as arts, education, health, the environment, workforce development, and youth development, including projects that improve services, build organizational capacity, or advance policy and systems change. Its competitive grants mainly serve New York City, Long Island, and Westchester, with some national and international environmental funding; the 2024 median grant was $20,000. The profile does not state whether it accepts unsolicited requests.
Assets
$3.5B
Grants
2,748
Total Given
$193.8M
Colorado Gives Foundation
Arvada, CO
Colorado Gives Foundation funds nonprofits serving Jefferson County in areas including food security, early care and education, workforce development, housing, health and convenient neighborhoods; it also offers statewide nonprofit capacity-building support. Typical giving varies widely: its 2024 median grant was $17,814, while Thriving Jeffco Responsive Grant awards ranged from $2,500 to $100,000. It accepts applications through listed grant opportunities, but whether it accepts unsolicited requests is not stated.
Assets
$527.1M
Grants
2,211
Total Given
$91.0M
Greater Houston Community Foundation
Houston, TX
The Foundation makes grants through donor-advised and other donor-established funds for public benefit, human services, education, and health, including initiatives addressing economic mobility and poverty in Harris County. In 2024, its median grant was $25,000; it serves Greater Houston, while grants also go to recipients elsewhere in Texas and beyond. It does not accept proposals for the upcoming High-Impact Grantmaking cycle and plans to invite selected organizations or collaboratives to apply.
Assets
$1.1B
Grants
1,724
Total Given
$232.3M
More similar funders
More Funders in New York
Cite this profile
Grantable. (2026). NM Morris Family Foundation funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/nm-morris-family-foundation-morg_9d4efc224e8f4fd9935a75dad9f769bc
BibTeX
@misc{grantable_274723253_2026,
author = {{Grantable}},
title = {{NM Morris Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/nm-morris-family-foundation-morg_9d4efc224e8f4fd9935a75dad9f769bc},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from NM Morris Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
NM Morris Family Foundation down — hundreds of funders to go?