The Max T and Grace D Morgan Family
The Max T and Grace D Morgan Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENN VALLEY, CA. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $8K in total assets.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
$8K
+34.8% YoY
Revenue
—
Net Investment Income
—
Expenses
—
Under IRS private-foundation payout rules, The Max T and Grace D Morgan Family reported a distributable amount of $382 for 2023 — the minimum it must pay out in qualifying distributions.
About The Max T and Grace D Morgan Family
Based on IRS filings
The Max T and Grace D Morgan Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENN VALLEY, CA. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $8K in total assets.
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 | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $7,752 | $5,752 | $5,752 |
| Revenue | — | — | $3,000 |
| Expenses | — | — | $450 |
| Qualifying Distributions | — | — | $450 |
| Net Investment Income | — | — | — |
| Distributable Amount | $382 | $283 | $221 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2023
Grant Size Distribution
2 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2023.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SALLY-MORGAN WELCH | Director | — | — |
| DIANE NORDSTROM | Director | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Max T and Grace D Morgan Family?
The Max T and Grace D Morgan Family is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in PENN VALLEY, CA. It holds $8K in total assets as of 2023.
How large is The Max T and Grace D Morgan Family?
As of 2023, The Max T and Grace D Morgan Family holds $8K in total assets.
Where does The Max T and Grace D Morgan Family operate?
The Max T and Grace D Morgan Family has awarded grants in California, Texas.
How much is The Max T and Grace D Morgan Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, The Max T and Grace D Morgan Family reported a distributable amount of $382 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Max T and Grace D Morgan Family's EIN?
The Max T and Grace D Morgan Family's EIN (Employer Identification Number) is 26-2981358. IRS Form 990 filing data is available on this page for 2020–2023.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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