The Morey Family Foundation Inc

NAPLES, FL EIN: 20-0559815

The Morey Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.3M in total assets. In 2024, it awarded 12 grants totaling $145K. Net investment income was $786K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.3M

-11.5% YoY

Annual Giving

$145K

+40.1% YoY

Grant Count

12

+33.3% YoY

Avg Grant Size

$12K

+5.1% YoY

Under IRS private-foundation payout rules, The Morey Family Foundation Inc reported a distributable amount of $125K for 2024 — the minimum it must pay out in qualifying distributions.

About The Morey Family Foundation Inc

Based on IRS filings

The Morey Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.3M in total assets. In 2024, it awarded 12 grants totaling $145K. Net investment income was $786K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states
+1 more states

Cities

ArlingtonBostonCaryDeer ParkDurhamnGreencastleHempsteadLake PlacidLakelandLocust ValleyMineolaNaplesNew OrleansNew YorkRancho CucamongaRoselandRoslynSaratoga Springs

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$222K$443K$665K$887K20202021202220232024
Metric202420232022
Total Assets$3,292,983$3,721,183$3,242,521
Revenue$806,089$130,365$116,333
Expenses$165,521$128,325$148,982
Qualifying Distributions$145,000$103,500$116,000
Net Investment Income$785,568$105,540$83,351
Distributable Amount$125,327$137,264$137,523

Giving Over Time

Total grant dollars and number of grants per year

$0$36K$73K$109K$145K16 grants20208 grants20218 grants20229 grants202312 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

St Francis Hospital$50KNaples Shelter for abuse…$35KCurrent Affairs$10KSt Jude Children's Resea…$10KNCH Healthcare Foundation$8KFriends Academy$5KIsland Harvest$5KFamily Children's Associ…$5KSocial Promise$5KSUDC Foundation$5K

Grant Size Distribution

53 grants across all recorded years

51<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include St Francis Hospital ($50,000), Naples Shelter for abused women ($35,000), Current Affairs ($10,000).

RecipientPurposeAmount
St Francis Hospital Roslyn, NYGENERAL SUPPORT$50,000
Naples Shelter for abused women Naples, FLGENERAL SUPPORT$35,000
NCH Healthcare Foundation Naples, FLGENERAL SUPPORT$7,500
Friends Academy Locust Valley, NYGENERAL SUPPORT$5,000
Current Affairs New Orleans, LAGENERAL SUPPORT$10,000
Island Harvest Mineola, NYGENERAL SUPPORT$5,000
Family Children's Association Mineola, NYGENERAL SUPPORT$5,000
Social Promise Greencastle, INGENERAL SUPPORT$5,000
St Jude Children's Research Hospital Arlington, VAGENERAL SUPPORT$10,000
SUDC Foundation Roseland, NJGENERAL SUPPORT$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
RONALD J MOREYDIR/PRES1
GREGORY D MOREYDIR/V.P.1
TAMMY MOREYDIRECTOR1
JED R MOREYDIR/V.P.1
EDEN MOREYDIRECTOR1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Morey Family Foundation Inc?

The Morey Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. It holds $3.3M in total assets as of 2024.

How large is The Morey Family Foundation Inc?

As of 2024, The Morey Family Foundation Inc holds $3.3M in total assets with $806K in annual revenue. It awarded 12 grants totaling $145K in 2024.

Where does The Morey Family Foundation Inc operate?

The Morey Family Foundation Inc has awarded grants in California, Florida, Indiana, Louisiana, Massachusetts, North Carolina, New Jersey, New York, Virginia.

What size grants does The Morey Family Foundation Inc award?

In 2024, The Morey Family Foundation Inc awarded 12 grants totaling $145K — an average of about $12K per grant, based on its IRS Form 990 filings.

How much is The Morey Family Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Morey Family Foundation Inc reported a distributable amount of $125K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Morey Family Foundation Inc's EIN?

The Morey Family Foundation Inc's EIN (Employer Identification Number) is 20-0559815. 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.

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