Funder DirectoryROBERT AND KAREN MORGAN FAMILY
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Private foundation (trust)EIN 884382460Est. 2023-11

ROBERT AND KAREN MORGAN FAMILY

MOUND, MN 55364

Total Assets

$1.5M

FY 2024

Annual Giving

$129K

FY 2024

Grants Made

11

FY 2024

Avg Grant

$12K

FY 2024

Grant Range

$1K–$64K

Typical

Deadlines

Applications

Focus Areas

Human Services

Financial Snapshot

2024 filing

Total Revenue

$81K

Total Expenses

$146K

Qualifying Distributions

$129K

Distributable Amount

$72K

Min. Investment Return

$73K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

11 grants

Grant sizes from minimum $1K through median $5K to maximum $64K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2022 to 2024. Peak $129K in 2024. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

23 grants

UNIVERSITY OF MINNESOTA FOUNDATION
$174K
3 grants
GOOD SHEPHERD LUTHERAN CHURCH
$50K
1 grant
WE CAN
$30K
3 grants
CROSS GENERATION DBA CONNECTED FAMILIES
$20K
3 grants
DELTA TAU DELTA EDUCATIONAL FOUNDATION
$13K
1 grant
THE ROTARY FOUNDATION
$10K
1 grant
HILLSIDE COLLEGE
$8K
2 grants
CHOPS INC
$7K
2 grants

Grant Size Distribution

23 grants

<$10K
19
grants
$10–50K
2
grants
$50–250K
2
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

8 states

Minnesota
$291K
87% of total
Indiana
$13K
4% of total
Illinois
$10K
3% of total
Michigan
$8K
2% of total
North Carolina
$5K
2% of total
Texas
$5K
1% of total
Pennsylvania
$1K
0% of total
Arizona
$1K
0% of total

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