Robert and Karen Morgan Family
The Robert and Karen Morgan Family is a private foundation based in Mound, Minnesota. Its 2025 filing reports 20 grants totaling $182,117 to charitable organizations.
Robert and Karen Morgan Family at a glance
In short: Robert and Karen Morgan Family gave $182K across 20 grants in 2025 (avg $9K), mostly in Minnesota. 60% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $182,117
- +41.0% vs 2024
- Grants made (2025)
- 20
- +81.8% vs 2024
- Average grant
- $9,106
- -22.5% vs 2024
- Median grant
- $4,700
- Total assets
- $1,502,827
- +1.4% vs 2024
- New grantees (estimate)
- 60% first-time grantees (12 of 20, 2025; small sample)
- Primary geography
- Minnesota (78% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Robert and Karen Morgan Family
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 4285 Enchanted Lane, Mound, MN 55364
Phone: (952) 474-2917
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Robert and Karen Morgan Family funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was University of Minnesota Foundation ($82K). Together the top 10 received $162K.
Grant Size Distribution
43 grants across all recorded years
The most common grant size was under $50K: 39 grants of 43 (91%).
Geographic Focus
Where this funder awards grants
In 2025, 78% of grant dollars went to recipients in Minnesota. The remaining shares went to Indiana (5%), Washington, DC (5%), Michigan (5%), and Florida (4%).
Grant Distribution by State
Share of 2025 grant dollars across all 20 itemized grants.
States
Cities
Is Robert and Karen Morgan Family open to new grantees?
60%
first-time grantees, 2025
In 2025, 12 of 20 grantees (60%) 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 $4K; repeat grants $16K. How we count
Medians: $3K first-time, $8K repeat.
- 35% of 2025 grantees were also funded in 2024. Method
- Giving grew 128% from 2022 to 2025. Method
- In 2025 it paid out 249% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2022–2025). 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 2022 to 2025, annual grant giving ranged from $80K (2022) to $182K (2025). In 2025 it made 20 grants totaling $182K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Minnesota Foundation Minneapolis, MN | General Purpose Exempt Function Grant | $82,217 |
| We Can Mound, MN | General Purpose Exempt Function Grant | $15,000 |
| Delta Tau Delta Educational Foundation Fishers, IN | General Purpose Exempt Function Grant | $10,000 |
| Good Shepherd Lutheran Church Wayzata, MN | General Purpose Exempt Function Grant | $10,000 |
| Hammer Residences Wayzata, MN | General Purpose Exempt Function Grant | $10,000 |
| Heritage Foundation Washington, DC | General Purpose Exempt Function Grant | $10,000 |
| Hillsdale College Hillsdale, MI | General Purpose Exempt Function Grant | $10,000 |
| Canopy Global Naples, FL | General Purpose Exempt Function Grant | $5,000 |
| Chops Inc Minneapolis, MN | General Purpose Exempt Function Grant | $5,000 |
| Cross Generation DBA Connected Families Plymouth, MN | General Purpose Exempt Function Grant | $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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,502,827 | $94,686 | $201,083 | $182,117 | 20 | $182,479 | $78,277 | $73,255 |
| 2024 | $1,482,606 | $80,618 | $146,172 | $129,203 | 11 | $129,203 | $65,024 | $72,108 |
| 2023 | $1,415,647 | $48,364 | $149,545 | $124,000 | 7 | $124,000 | $41,017 | $69,509 |
| 2022 | $1,420,727 | $1,500,727 | $80,000 | $80,000 | 5 | $80,000 | $727 | — |
Under IRS private-foundation payout rules, Robert and Karen Morgan Family reported a distributable amount of $73K 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 included support for a university foundation, educational and leadership programs, services for people with disabilities, and music education and performing arts.
The University of Minnesota Foundation describes its mission as supporting the University of Minnesota by connecting passion with possibility, inspiring generosity, and supporting greatness at the university. Delta Tau Delta Educational Foundation says it raises, manages, and grants funds for the fraternity’s educational and leadership programs. Hammer Residences says it provides people with intellectual and other disabilities the opportunity to experience life to its fullest. CHOPS Inc says it improves lives through music education and performing arts, including free youth programs and concerts.
Grantmaking
In 2025, the foundation gave 20 grants totaling $182,117. Grant amounts ranged from $1,000 to $82,217, with a median grant of $4,700. Its largest grants included $82,217 to the University of Minnesota Foundation, $15,000 to WE CAN, and $10,000 each to Delta Tau Delta Educational Foundation, Good Shepherd Lutheran Church, Hammer Residences, Heritage Foundation, and Hillsdale College.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Robert Morgan, Karen Morgan, Amy Morgan, and Martina Morgan as directors.
Robert and Karen Morgan Family's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Amy Morgan
Director
On filings since 2022
0.2 hrs/week
No compensation reported
Karen Morgan
Director
On filings since 2022
0.6 hrs/week
No compensation reported
Martina Morgan
Director
On filings since 2022
0.2 hrs/week
No compensation reported
Robert Morgan
Director
On filings since 2022
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2022–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Robert and Karen Morgan Family
How much does Robert and Karen Morgan Family give each year?
Robert and Karen Morgan Family gave $182K across 20 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $129K across 11 grants.
What is Robert and Karen Morgan Family's typical grant size?
Robert and Karen Morgan Family's median grant in 2025 was $4,700, and its average grant was $9,106, across 20 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Robert and Karen Morgan Family that year got $4K on average.
Where does Robert and Karen Morgan Family give grants?
Robert and Karen Morgan Family gives mostly in Minnesota: 78% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Indiana (5%) and District of Columbia (5%). The most frequent recipient cities were Mound, MN (4 grants), Minneapolis, MN (3 grants), Wayzata, MN (2 grants) and Minnetrista, MN (2 grants).
Does Robert and Karen Morgan Family give general operating support?
Yes: 100% of Robert and Karen Morgan Family's 2025 grants with a stated purpose (20 of 20) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Robert and Karen Morgan Family's largest grantees?
Robert and Karen Morgan Family's largest 2025 grantees include University of Minnesota Foundation ($82,217), We Can ($15,000) and Delta Tau Delta Educational Foundation ($10,000), according to its 2025 IRS Form 990-PF. Together they received 59% of its itemized 2025 grant dollars.
How large is Robert and Karen Morgan Family?
Robert and Karen Morgan Family reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $182K in qualifying distributions that year, against a required minimum of $73K (roughly 5% of its investment assets).
What does Robert and Karen Morgan Family fund?
No mission statement for the foundation is provided. Its 2025 grants included support for a university foundation, educational and leadership programs, services for people with disabilities, and music education and performing arts. See mission & focus areas ↑
How do I apply for a grant from Robert and Karen Morgan Family?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Robert and Karen Morgan Family's EIN?
Robert and Karen Morgan Family's EIN (Employer Identification Number) is 88-4382460. IRS Form 990 filing data is available on this page for 2022–2025.
Does Robert and Karen Morgan Family accept unsolicited proposals?
No, 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
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 3, 2026)
- IRS filings on file for fiscal years 2022–2024
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Cite this profile
Grantable. (2026). Robert and Karen Morgan Family funder profile. GrantGraph. Retrieved October 6, 2026, from https://grantable.co/funders/robert-and-karen-morgan-family-morg_fd847efcd7f64673b1a428e965ad60c1
BibTeX
@misc{grantable_884382460_2026,
author = {{Grantable}},
title = {{Robert and Karen Morgan Family funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/robert-and-karen-morgan-family-morg_fd847efcd7f64673b1a428e965ad60c1},
note = {Accessed 2026-10-06. 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 Robert and Karen Morgan Family'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.
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