Robert & Evelyn Hewlett Morgan

Foundation · Grantmaker Princeton, KY EIN: 61-1310243

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.

Key facts about Robert & Evelyn Hewlett Morgan

EIN: 61-1310243
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $176,300
Grants made (2024): 20
Average grant: $8,815
Median grant: $5,000
New grantees (estimate): 20% first-time grantees (4 of 20, 2024)
Total assets: $3,580,517
Primary geography: Kentucky (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who Robert & Evelyn Hewlett Morgan funds

By grant dollars, the top recipient states for Robert & Evelyn Hewlett Morgan's 20 itemized 2024 grants were Kentucky (100%). The most frequent recipient cities were Princeton, KY (16 grants). None of its 20 grants with a stated purpose were described as general or operating support.

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. 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 IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Next steps with Robert & Evelyn Hewlett Morgan

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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

+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

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Kentucky $176K (100%)

Share of all 20 itemized 2024 grant dollars.

States

Kentucky

Cities

PrincetonFredoniaKuttawaSalemDawson Springs

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Data update history

When this profile's IRS filing data changed on Grantable

March 1, 2026 IRS filings on file for fiscal years 2020–2024

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 recipients include Caldwell County Board of Education ($30,884), Princeton Art Guild ($21,530), Community Disciples ($21,500).

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

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS 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

Philanthropy, Voluntarism & Grantmaking

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.