Robert & Evelyn Hewlett Morgan
Robert & Evelyn Hewlett Morgan is a private foundation based in Princeton, Kentucky. Its 2024 filing reports grants to organizations in Kentucky for activities including education, arts, youth programs, community services, food assistance, and recreation.
Robert & Evelyn Hewlett Morgan at a glance
In short: Robert & Evelyn Hewlett Morgan gave $176K across 20 grants in 2024 (avg $9K), mostly in Kentucky. 20% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $176,300
- -7.2% vs 2023
- Grants made (2024)
- 20
- +0.0% vs 2023
- Average grant
- $8,815
- -7.2% vs 2023
- Median grant
- $5,000
- Total assets
- $3,580,517
- +0.7% vs 2023
- New grantees (estimate)
- 20% first-time grantees (4 of 20, 2024; small sample)
- Primary geography
- Kentucky (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Robert & Evelyn Hewlett Morgan
- Accepts unsolicited proposals
- Yes
- How to Apply
-
The foundation accepts unsolicited requests. Request application forms from the foundation; the filing lists Shane Fortner as the contact. Awards are restricted to Caldwell County, Kentucky.
- Review Cycle
- March 31. The filing does not specify a year for this deadline, so its timing is not established here.
- Deadline
- March 31.
- Contact
Application contact: Shane Fortner
Mailing address: PO Box 773, Princeton, KY 42445
Phone: (270) 963-0936
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Robert & Evelyn Hewlett Morgan funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Caldwell County Board of Education ($31K). Together the top 10 received $142K.
Organizations only. It also paid 1 individual scholarship ($4,000), which are not listed by name.
Grant Size Distribution
92 grants across all recorded years
The most common grant size was under $50K: 92 grants of 92 (100%).
Geographic Focus
Where this funder awards grants
The foundation’s 2024 filing states that awards are restricted to Caldwell County, Kentucky. All reported 2024 grant dollars went to recipients in Kentucky.
Grant Distribution by State
Share of 2024 grant dollars across all 20 itemized grants.
States
Cities
Is Robert & Evelyn Hewlett Morgan open to new grantees?
20%
first-time grantees, 2024
In 2024, 4 of 20 grantees (20%) were first-time recipients. With only 20 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $5K; repeat grants $10K. How we count
Medians: $4K first-time, $6K repeat.
- 80% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+12%). Method
- In 2024 it paid out 105% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). 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 2024, annual grant giving ranged from $158K (2021) to $210K (2022). In 2024 it made 20 grants totaling $176K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 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 |
| Princeton Art Guild Princeton, KY | Financial Aid - Director's Salary | $21,530 |
| 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 |
| Youth Incorporated of Caldwell County Princeton, KY | Financial Aid - Subsidize Summer Sports Program Costs | $16,500 |
| Caldwell County Special Olympics Dawson Springs, KY | Financial Aid - Support for Special Olympic Atheletes | $11,500 |
| Caldwell County Food Bank Co Christ Tabernacle Church Princeton, KY | Financial Aid - Food Supplies | $10,000 |
| Dotson Park Co City of Princeton Princeton, KY | Financial Aid - Event Programing, Park Maintenance, Landscaping | $9,286 |
| Fredonia Valley Riding Club Salem, KY | Financial Aid - Equipment for Grounds Maintenance | $9,000 |
| Bright Life Farms Kuttawa, KY | Financial Aid - Freezers, Dishwasher, Tires and Trailer | $6,500 |
| Princeton Rotary Club Princeton, KY | Financial aid - funds for bed program grades k-12 | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $3,580,517 | $241,448 | $216,349 | $176,300 | 20 | $195,332 | $221,210 | $186,152 |
| 2023 | $3,555,418 | $145,935 | $228,959 | $190,000 | 20 | $211,274 | $129,067 | $170,960 |
| 2022 | $3,638,442 | $149,151 | $259,842 | $209,637 | 19 | $235,892 | $130,746 | $174,909 |
| 2021 | $3,749,133 | $490,085 | $195,963 | $157,615 | 16 | $175,375 | $470,883 | $193,536 |
| 2020 | $3,455,011 | $168,808 | $210,438 | $179,285 | 17 | — | $153,537 | $167,495 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Grantmaking
In filing year 2024, the foundation gave $176,300 through 20 grants. Grant amounts ranged from $300 to $30,884, with a median of $5,000.
Among the largest reported grants were $30,884 to Caldwell County Board of Education for band instruments, art supplies, track-meet timing equipment, STEM and robotics supplies, and life-skills curriculum; $21,530 to Princeton Art Guild for a director’s salary; and $21,500 to Community Disciples for community beautification, a Project Graduation event, after-school tutoring, and an HVAC system for Mary J. Jones House. Other notable grants included $16,500 to Youth Incorporated of Caldwell County for summer sports costs, $11,500 to Caldwell County Special Olympics for support for athletes, and $10,000 to Caldwell County Food Bank Co Christ Tabernacle Church for food supplies.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Suzanne M Regen as president and director; Richard G Morgan as vice president and director; Shane Fortner as secretary, treasurer, and director; and Pat Hayes, Raymond Giannini, Kota Young, Brian Wainer, and Roy Massey as directors.
Robert & Evelyn Hewlett Morgan is led by Suzanne M. Regen, President & Director on every filing since 2020; 1 of 8 officers listed in 2024 is compensated.
Officers on the 2024 filing
Suzanne M. Regen
President & Director
On filings since 2020
8 hrs/week
$12K (2020) → $12K (2024)
Pat Hayes
Director
On filings since 2020
1 hr/week
No compensation reported
Raymond Giannini
Director
On filings since 2020
1 hr/week
No compensation reported
Richard G. Morgan
Vice President & Director
On filings since 2020
1 hr/week
No compensation reported
Shane Fortner
Secretary, Treasurer & Director
On filings since 2020
2 hrs/week
No compensation reported
Kota Young
Director
On filings since 2023
1 hr/week
No compensation reported
Brian Wainer
Director
New on the 2024 filing
1 hr/week
No compensation reported
Roy Massey
Director
New on the 2024 filing
1 hr/week
No compensation reported
Former officers (3)
- Former: Duane Miksch (2020–2023) — Director
- Former: Charly A. Morgan (2020) — Director
- Former: Ken Godshall (2020) — Director
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $12K, to Suzanne M Regen (President/Director).
Frequently asked questions about Robert & Evelyn Hewlett Morgan
How much does Robert & Evelyn Hewlett Morgan give each year?
Robert & Evelyn Hewlett Morgan gave $176K across 20 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $190K across 20 grants.
What is Robert & Evelyn Hewlett Morgan's typical grant size?
Robert & Evelyn Hewlett Morgan's median grant in 2024 was $5,000, and its average grant was $8,815, across 20 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Robert & Evelyn Hewlett Morgan that year got $5K on average.
Where does Robert & Evelyn Hewlett Morgan give grants?
Robert & Evelyn Hewlett Morgan gives mostly in Kentucky: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Princeton, KY (15 grants).
Does Robert & Evelyn Hewlett Morgan give general operating support?
Not in 2024: none of the 20 grants with a stated purpose on Robert & Evelyn Hewlett Morgan's 2024 IRS Form 990-PF were described as general or operating support.
Who are Robert & Evelyn Hewlett Morgan's largest grantees?
Robert & Evelyn Hewlett Morgan's largest 2024 grantees include Caldwell County Board of Education ($30,884), Princeton Art Guild ($21,530) and Community Disciples ($21,500), according to its 2024 IRS Form 990-PF. It also paid 1 individual scholarship ($4,000), which are not listed by name. Together they received 42% of its itemized 2024 grant dollars.
How large is Robert & Evelyn Hewlett Morgan?
Robert & Evelyn Hewlett Morgan reported $3.6M in total assets on its 2024 IRS Form 990-PF. It paid out $195K in qualifying distributions that year, against a required minimum of $186K (roughly 5% of its investment assets).
How do I apply for a grant from Robert & Evelyn Hewlett Morgan?
The foundation accepts unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Robert & Evelyn Hewlett Morgan accept unsolicited proposals?
Yes, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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