The Morton Foundation Inc

CAPE NEDDICK, ME EIN: 04-3288386

The Morton Foundation Inc is a private foundation focused on Youth Development, based in CAPE NEDDICK, ME. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $87K in total assets. In 2025, it awarded 5 grants totaling $3.8M. Net investment income was $117K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$87K

-95.3% YoY

Annual Giving

$3.8M

Grant Count

5

Avg Grant Size

$759K

Under IRS private-foundation payout rules, The Morton Foundation Inc reported a distributable amount of $122K for 2025 — the minimum it must pay out in qualifying distributions.

About The Morton Foundation Inc

Based on IRS filings

The Morton Foundation Inc is a private foundation focused on Youth Development, based in CAPE NEDDICK, ME. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $87K in total assets. In 2025, it awarded 5 grants totaling $3.8M. Net investment income was $117K.

Focus Areas

Ready to take the next step with The Morton Foundation Inc?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

CincinnatiLewistonLone TreeMiltonNorthamptonOgunquit

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M$4M20212022202320242025
Metric202520242023
Total Assets$86,676$1,836,896$1,805,402
Revenue$1,743,299$66,862$498,694
Expenses$3,838,421$35,368$256,732
Qualifying Distributions$3,809,166$8,517$217,461
Net Investment Income$116,913$50,199$459,423
Distributable Amount$122,030$107,343$93,565

Giving Over Time

Total grant dollars and number of grants per year

$0$949K$2M$3M$4M1 grants20212 grants20222 grants20230 grants20245 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

FIDELITY CHARITABLE HEDG…$949KSCHWAB DAFGIVING360 KHAS…$931KSCHWAB DAFGIVING360 CARO…$931KSCHWAB DAFGIVING360 THE …$930KMUSEUM OF ART OF OGUNQUIT$54K

Grant Size Distribution

10 grants across all recorded years

2<$50K1$50–100K2$100–250K1$250–500K4$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Fidelity Charitable Hedgie Fund ($949,105), Schwab Dafgiving360 Khastings Daf ($931,160), Schwab Dafgiving360 Carolyn Morton Sayward Fund Daf ($931,160).

RecipientPurposeAmount
MUSEUM OF ART OF OGUNQUIT OGUNQUIT, MEGENERAL SUPPORT OF MUSEUM$54,450
FIDELITY CHARITABLE HEDGIE FUND CINCINNATI, OHTRANSFER OF SECURITIES FROM MORTON FOUNDATION TO FIDELITY DONOR ADVISED FUND$949,105
SCHWAB DAFGIVING360 KHASTINGS DAF LONE TREE, COTRANSFER OF SECURITIES FROM MORTON FOUNDATION TO SCHWAB 360 DONOR ADVISED FUND$931,160
SCHWAB DAFGIVING360 THE CCMF FUND DAF LONE TREE, COTRANSFER OF SECURITIES FROM MORTON FOUNDATION TO SCHWAB 360 DONOR ADVISED FUND$930,499
SCHWAB DAFGIVING360 CAROLYN MORTON SAYWARD FUND DAF LONE TREE, COTRANSFER OF SECURITIES FROM MORTON FOUNDATION TO SCHWAB 360 DONOR ADVISED FUND$931,160

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
CAROLYN M SAYWARDPRESIDENT, DIRECTOR1
CHRISTINA CM WHITAKERDIRECTOR0.5
KEITH WHITAKERTREASURER, DIRECTOR1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Morton Foundation Inc?

The Morton Foundation Inc is a private foundation focused on Youth Development, based in CAPE NEDDICK, ME. It holds $87K in total assets as of 2025.

How large is The Morton Foundation Inc?

As of 2025, The Morton Foundation Inc holds $87K in total assets with $1.7M in annual revenue. It awarded 5 grants totaling $3.8M in 2025.

Where does The Morton Foundation Inc operate?

The Morton Foundation Inc has awarded grants in Colorado, Massachusetts, Maine, Ohio.

What size grants does The Morton Foundation Inc award?

In 2025, The Morton Foundation Inc awarded 5 grants totaling $3.8M — an average of about $759K per grant, based on its IRS Form 990 filings.

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

Private foundations must generally distribute about 5% of their assets annually. For 2025, The Morton Foundation Inc reported a distributable amount of $122K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Morton Foundation Inc's EIN?

The Morton Foundation Inc's EIN (Employer Identification Number) is 04-3288386. IRS Form 990 filing data is available on this page for 2021–2025.

Explore Open Grants

Browse active grant opportunities in The Morton Foundation Inc's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

What could you do with The Morton Foundation Inc on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities

Go from researching The Morton Foundation Inc to a real strategy.

Plan your approach