Robert & Evelyn Hewlett Morgan
Robert & Evelyn Hewlett Morgan is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PRINCETON, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.6M in total assets. In 2024, it awarded 20 grants totaling $176K. Net investment income was $221K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.6M
+0.7% YoY
Annual Giving
$176K
-7.2% YoY
Grant Count
20
+0.0% YoY
Avg Grant Size
$9K
-7.2% YoY
Under IRS private-foundation payout rules, Robert & Evelyn Hewlett Morgan reported a distributable amount of $186K for 2024 — the minimum it must pay out in qualifying distributions.
About Robert & Evelyn Hewlett Morgan
Based on IRS filings
Robert & Evelyn Hewlett Morgan is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PRINCETON, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.6M in total assets. In 2024, it awarded 20 grants totaling $176K. Net investment income was $221K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,580,517 | $3,555,418 | $3,638,442 |
| Revenue | $241,448 | $145,935 | $149,151 |
| Expenses | $216,349 | $228,959 | $259,842 |
| Qualifying Distributions | $195,332 | $211,274 | $235,892 |
| Net Investment Income | $221,210 | $129,067 | $130,746 |
| Distributable Amount | $186,152 | $170,960 | $174,909 |
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
92 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Caldwell County Board of Education ($30,884), Princeton Art Guild ($21,530), Community Disciples ($21,500).
| Recipient | Purpose | Amount |
|---|---|---|
| A BRIGHTER FUTURE LEARNING CENTER (CHRISTIAN SCHOOL FOR EXCELLENCE) PRINCETON, KY | FINANCIAL AID - SCHOLARSHIPS | $4,000 |
| AMATEUR RADIO EMERGENCY SERVICE PRINCETON, KY | FINANCIAL AID - EQUIPMENT PURCHASE FOR MOBILE COMMUNICATION CENTER | $1,790 |
| BRIGHT LIFE FARMS KUTTAWA, KY | FINANCIAL AID - FREEZERS, DISHWASHER, TIRES AND TRAILER | $6,500 |
| CALDWELL COUNTY BOARD OF EDUCATION PRINCETON, KY | FINANCIAL AID - BAND INSTRUMENTS; ART SUPPLIES; REGULATION TIMING SYSTEM FOR TRACK MEETS; STEM PROGRAM SUPPLIES; ROBOTICS PROGRAM; LIFE SKILLS CURRICULUM | $30,884 |
| CALDWELL COUNTY FOOD BANK CO CHRIST TABERNACLE CHURCH PRINCETON, KY | FINANCIAL AID - FOOD SUPPLIES | $10,000 |
| CALDWELL COUNTY SENIOR CENTER PRINCETON, KY | FINANCIAL AID - OUTDOOR SEATING | $300 |
| CALDWELL COUNTY SPECIAL OLYMPICS DAWSON SPRINGS, KY | FINANCIAL AID - SUPPORT FOR SPECIAL OLYMPIC ATHELETES | $11,500 |
| COMMUNITY DISCIPLES PRINCETON, KY | FINANCIAL AID - COMMUNITY BEAUTIFICATION AND CLEANUP; PROJECT GRADUATION EVENT; AFTER SCHOOL TUTORING PROGRAM; HVAC SYSTEM MARY J. JONES HOUSE | $21,500 |
| CREATE PRINCETON PRINCETON, KY | FINANCIAL AID - SUMMER THEATER CAMP GRADES 6-8 | $4,710 |
| DOTSON PARK CO CITY OF PRINCETON PRINCETON, KY | FINANCIAL AID - EVENT PROGRAMING, PARK MAINTENANCE, LANDSCAPING | $9,286 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SUZANNE M REGEN | PRESIDENT/DIRECTOR | 8 | $12,000 |
| RICHARD G MORGAN | VICE PRESIDENT/DIRECTOR | 1 | — |
| SHANE FORTNER | SEC/TREAS/DIRECTOR | 2 | — |
| PAT HAYES | DIRECTOR | 1 | — |
| RAYMOND GIANNINI | DIRECTOR | 1 | — |
| KOTA YOUNG | DIRECTOR | 1 | — |
| BRIAN WAINER | DIRECTOR | 1 | — |
| ROY MASSEY | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Robert & Evelyn Hewlett Morgan?
Robert & Evelyn Hewlett Morgan is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PRINCETON, KY. It holds $3.6M in total assets as of 2024.
How large is Robert & Evelyn Hewlett Morgan?
As of 2024, Robert & Evelyn Hewlett Morgan holds $3.6M in total assets with $241K in annual revenue. It awarded 20 grants totaling $176K in 2024.
Where does Robert & Evelyn Hewlett Morgan operate?
Robert & Evelyn Hewlett Morgan has awarded grants in Kentucky.
What size grants does Robert & Evelyn Hewlett Morgan award?
In 2024, Robert & Evelyn Hewlett Morgan awarded 20 grants totaling $176K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is Robert & Evelyn Hewlett Morgan required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert & Evelyn Hewlett Morgan reported a distributable amount of $186K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Robert & Evelyn Hewlett Morgan's EIN?
Robert & Evelyn Hewlett Morgan's EIN (Employer Identification Number) is 61-1310243. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.