The Morgenthaler Foundation
The Morgenthaler Foundation is a private foundation, based in New York, NY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $42.6M in total assets. In 2025, it awarded 3 grants totaling $2.1M. Net investment income was $1.7M.
The Morgenthaler Foundation at a glance
In short: The Morgenthaler Foundation gave $2.1M across 3 grants in 2025 (avg $708K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $2,125,000
- +2.4% vs 2024
- Grants made (2025)
- 3
- +50.0% vs 2024
- Average grant
- $708,333
- -31.7% vs 2024
- Median grant
- $100,000
- Total assets
- $42,581,642
- +0.1% vs 2024
- Primary geography
- Pennsylvania (94% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Morgenthaler Foundation funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Carnegie Melon University ($2.0M). Together the top 3 received $2.1M.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 6 grants of 15 (40%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How The Morgenthaler Foundation gives
- Giving held roughly steady from 2022 to 2025 (+9%). Method
- In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $25K (2019) to $2.1M (2025). In 2025 it made 3 grants totaling $2.1M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Carnegie Melon University Pittsburgh, PA | Support annual entrepreneurial business plan competition | $2,000,000 |
| Pepperdine University Malibu, CA | Institute for Diplomacy, Security and Innovation | $100,000 |
| Case Western Reserve University Cleveland, OH | Generator Business Plan Competition | $25,000 |
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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 | $42,581,642 | $2,235,259 | $2,185,341 | $2,125,000 | 3 | $2,151,588 | $1,745,356 | $2,186,296 |
| 2024 | $42,530,981 | $2,206,916 | $2,132,309 | $2,075,000 | 2 | $2,097,613 | $2,185,105 | $2,161,767 |
| 2023 | $42,453,712 | $2,511,324 | $2,054,614 | $2,025,000 | 4 | $2,047,405 | $2,490,890 | $2,091,422 |
| 2022 | $41,991,743 | $6,796,505 | $2,339,339 | $1,954,000 | 3 | $1,973,310 | $6,304,472 | $2,074,930 |
| 2021 | $37,626,238 | $11,621,788 | $1,703,445 | $1,435,000 | 3 | — | $11,362,808 | $1,980,467 |
| 2019 | $17,748,471 | $16,411,389 | $74,119 | $25,000 | 1 | — | $313,744 | $208,656 |
Under IRS private-foundation payout rules, The Morgenthaler Foundation reported a distributable amount of $2.2M for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Morgenthaler Foundation's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Gary Morgenthaler
Trustee
On filings since 2019
10 hrs/week
No compensation reported
Gaye Elizabeth Morgenthaler-Jones
Trustee
On filings since 2019
10 hrs/week
No compensation reported
Todd W. Morgenthaler
Trustee
On filings since 2019
10 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 The Morgenthaler Foundation
How much does The Morgenthaler Foundation give each year?
The Morgenthaler Foundation gave $2.1M across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2.1M across 2 grants.
What is The Morgenthaler Foundation's typical grant size?
The Morgenthaler Foundation's median grant in 2025 was $100,000, and its average grant was $708,333, across 3 grants on its 2025 IRS Form 990-PF.
Where does The Morgenthaler Foundation give grants?
The Morgenthaler Foundation gives mostly in Pennsylvania: 94% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does The Morgenthaler Foundation give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on The Morgenthaler Foundation's 2025 IRS Form 990-PF were described as general or operating support.
How large is The Morgenthaler Foundation?
The Morgenthaler Foundation reported $42.6M in total assets on its 2025 IRS Form 990-PF. It paid out $2.2M in qualifying distributions that year, against a required minimum of $2.2M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is The Morgenthaler Foundation's EIN?
The Morgenthaler Foundation's EIN (Employer Identification Number) is 34-7065666. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS July 14, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 1, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 11, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 12, 2026)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work The Morgenthaler Foundation funds
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