The Morey Family Foundation Inc
The Morey Family Foundation Inc is a private foundation based in Naples, Florida. Its 2024 filing reports 12 grants totaling $145,000 to charitable organizations, including organizations working in areas such as domestic violence prevention, food assistance, education, journalism, and research.
Key facts about The Morey Family Foundation Inc
In short: The Morey Family Foundation Inc gave $145K across 12 grants in 2024 (avg $12K), top state New York. 33% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 20-0559815
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $145,000
- Grants made (2024)
- 12
- Average grant
- $12,083
- Median grant
- $5,000
- New grantees (estimate)
- 33% first-time grantees (4 of 12, 2024; small sample)
- Total assets
- $3,292,983
- Primary geography
- New York (47% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
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.
Is The Morey Family Foundation Inc open to new grantees?
33%
first-time grantees, 2024
In 2024, 4 of 12 grantees (33%) were first-time recipients. With only 12 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $6K; repeat grants $15K. How we count
Medians: $5K first-time, $6K repeat.
- 67% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+16%). Method
- In 2024 it paid out 116% 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.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants included support for organizations with varied missions. For example, The Shelter for Abused Women & Children describes its work as preventing and responding to domestic violence and human trafficking, while Island Harvest says its mission is to end hunger and reduce food waste on Long Island. Friends Academy describes an educational mission guided by Quaker principles, and The V Foundation says it funds research to accelerate progress against cancer.
Grantmaking
In 2024, the foundation made 12 grants totaling $145,000. Grant amounts ranged from $2,500 to $50,000, with a median grant of $5,000. Its largest grants were $50,000 to St Francis Hospital in Roslyn, New York, and $35,000 to The Shelter for Abused Women & Children in Naples, Florida. Other grants included $10,000 to Current Affairs in New Orleans and $10,000 to St Jude Children's Research Hospital in Arlington, Virginia.
How to Apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. No application process, materials, or deadline are provided.
Ready to take the next step with The Morey Family Foundation Inc?
Geographic Focus
Where this funder awards grants
The 2024 grants went to recipients in multiple states. New York accounted for 47% of grant dollars and Florida for 29%; Louisiana and Virginia each accounted for 7%, and Indiana accounted for 3%.
Grant Distribution by State
Share of 2024 grant dollars across all 12 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $104K (2023) to $145K (2024). In 2024 it made 12 grants totaling $145K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was St Francis Hospital ($50K). Together the top 10 received $138K.
Grant Size Distribution
53 grants across all recorded years
The most common grant size was under $50K: 51 grants of 53 (96%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Francis Hospital Roslyn, NY | General Support | $50,000 |
| Naples Shelter for abused women Naples, FL | General Support | $35,000 |
| Current Affairs New Orleans, LA | General Support | $10,000 |
| St Jude Children's Research Hospital Arlington, VA | General Support | $10,000 |
| NCH Healthcare Foundation Naples, FL | General Support | $7,500 |
| Friends Academy Locust Valley, NY | General Support | $5,000 |
| Island Harvest Mineola, NY | General Support | $5,000 |
| Family Children's Association Mineola, NY | General Support | $5,000 |
| Social Promise Greencastle, IN | General Support | $5,000 |
| SUDC Foundation Roseland, NJ | General Support | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $3,292,983 | $806,089 | $165,521 | $145,000 (12) |
| 2023 | $3,721,183 | $130,365 | $128,325 | $103,500 (9) |
| 2022 | $3,242,521 | $116,333 | $148,982 | $116,000 (8) |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Ronald J. Morey as director and president; Gregory D. Morey and Jed R. Morey as directors and vice presidents; and Tammy Morey and Eden Morey as directors.
The Morey Family Foundation Inc is led by Ronald J. Morey, Director & President on every filing since 2020; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Ronald J. Morey
Director & President
On filings since 2020
1 hr/week
No compensation reported
Eden Morey
Director
On filings since 2020
1 hr/week
No compensation reported
Gregory D. Morey
Director & V.p.
On filings since 2020
1 hr/week
No compensation reported
Jed R. Morey
Director & V.p.
On filings since 2020
1 hr/week
No compensation reported
Tammy Morey
Director
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Brenda A. Morey (2020–2023) — Director, Secretary & Treasurer
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.
Contact
Mailing address: 6319 Burnham Road, Naples, FL 34119
Phone: (239) 598-5392
Frequently asked questions about The Morey Family Foundation Inc
How much does The Morey Family Foundation Inc give each year?
The Morey Family Foundation Inc gave $145K across 12 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $104K across 9 grants.
What is The Morey Family Foundation Inc's typical grant size?
The Morey Family Foundation Inc's median grant in 2024 was $5,000, and its average grant was $12,083, across 12 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Morey Family Foundation Inc that year got $6K on average.
Where does The Morey Family Foundation Inc give grants?
The Morey Family Foundation Inc's top state is New York, with 47% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Florida (29%) and Louisiana (7%). The most frequent recipient cities were Naples, FL (2 grants), Mineola, NY (2 grants) and Locust Valley, NY (2 grants).
Does The Morey Family Foundation Inc give general operating support?
Yes: 100% of The Morey Family Foundation Inc's 2024 grants with a stated purpose (12 of 12) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are The Morey Family Foundation Inc's largest grantees?
The Morey Family Foundation Inc's largest 2024 grantees include St Francis Hospital ($50,000), Naples Shelter for abused women ($35,000) and Current Affairs ($10,000), according to its 2024 IRS Form 990-PF. Together they received 66% of its itemized 2024 grant dollars.
How large is The Morey Family Foundation Inc?
The Morey Family Foundation Inc reported $3.3M in total assets on its 2024 IRS Form 990-PF. It paid out $145K in qualifying distributions that year, against a required minimum of $125K (roughly 5% of its investment assets).
What does The Morey Family Foundation Inc fund?
No mission statement for the foundation is provided. Its 2024 grants included support for organizations with varied missions. See mission & focus areas ↑
How do I apply for a grant from The Morey Family Foundation Inc?
The foundation states that it 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 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.
Does The Morey Family Foundation Inc 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.
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