Morton Family Foundation

Morton William I & Mary K Ttee

Hobe Sound, FL
Tax-exempt since March 1999
EIN: 06-6469445

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$75.9k (2024)

Expenses

$149k (2024)

Total Assets

$1.09M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$75,856

Expenses

$149,195

Net Income

-$73,339

Net Assets

$1,086,901

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,150	2.8%
Interest Revenue	$1	0.0%
Dividends	$25,002	33.0%
Sales of Assets	$48,703	64.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$145,750	97.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,086,901
Total Liabilities	$0
Net Assets	$1,086,901

Compensation

Key Employees and Officers	Compensation	Other
William I Morton (Trustee)	$0	$0
Mary K Morton (Trustee)	$0	$0

990-PF

Filed on Sept. 1, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$23,147

Expenses

$129,634

Net Income

-$106,487

Net Assets

$1,160,232

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$22,523	97.3%
Sales of Assets	$623	2.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$126,550	97.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,160,232
Total Liabilities	$0
Net Assets	$1,160,232

Compensation

Key Employees and Officers	Compensation	Other
William I Morton (Trustee)	$0	$0
Mary K Morton (Trustee)	$0	$0

990-PF

Filed on May 9, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$35,005

Expenses

$148,430

Net Income

-$113,425

Net Assets

$1,266,462

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,125	6.1%
Interest Revenue	$8	0.0%
Dividends	$23,509	67.2%
Sales of Assets	$7,473	21.3%
Other Income	$1,890	5.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$141,700	95.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,266,462
Total Liabilities	$0
Net Assets	$1,266,462

Compensation

Key Employees and Officers	Compensation	Other
William I Morton (Trustee)	$0	$0
Mary K Morton (Trustee)	$0	$0

990-PF

Filed on July 6, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$339,591

Expenses

$249,335

Net Income

$90,256

Net Assets

$1,385,929

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$28,013	8.2%
Interest Revenue	$0
Dividends	$33,689	9.9%
Sales of Assets	$276,883	81.5%
Other Income	$1,006	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$241,827	97.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,385,929
Total Liabilities	$0
Net Assets	$1,385,929

Compensation

Key Employees and Officers	Compensation	Other
William I Morton (Trustee)	$0	$0
Mary K Morton (Trustee)	$0	$0

990-PF

Filed on Sept. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$21,860

Expenses

$214,135

Net Income

-$192,275

Net Assets

$1,294,910

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$9,473	43.3%
Interest Revenue	$0
Dividends	$9,665	44.2%
Sales of Assets	$2,722	12.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$211,260	98.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,294,911
Total Liabilities	$1
Net Assets	$1,294,910

Compensation

Key Employees and Officers	Compensation	Other
William I Morton (Trustee)	$0	$0
Mary K Morton (Trustee)	$0	$0

990-PF

Filed on May 8, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$105,071

Expenses

$473,355

Net Income

-$368,284

Net Assets

$1,465,100

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$8,742	8.3%
Interest Revenue	$35,161	33.5%
Dividends	$0
Sales of Assets	$59,306	56.4%
Other Income	$1,862	1.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$460,645	97.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,465,100
Total Liabilities	$0
Net Assets	$1,465,100

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$181,521

Expenses

$158,945

Net Income

$22,576

Net Assets

$1,564,865

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$9,931	5.5%
Interest Revenue	$42,417	23.4%
Dividends	$0
Sales of Assets	$128,233	70.6%
Other Income	$940	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$135,950	85.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,564,865
Total Liabilities	$0
Net Assets	$1,564,865

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$460,458

Expenses

$169,111

Net Income

$291,347

Net Assets

$1,547,484

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$9,920	2.2%
Interest Revenue	$0
Dividends	$43,179	9.4%
Sales of Assets	$406,743	88.3%
Other Income	$616	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$162,759	96.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,547,484
Total Liabilities	$0
Net Assets	$1,547,484

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$160,377

Expenses

$117,242

Net Income

$43,135

Net Assets

$1,254,718

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,417	6.5%
Interest Revenue	$0
Dividends	$37,766	23.5%
Sales of Assets	$111,852	69.7%
Other Income	$342	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$112,642	96.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,254,718
Total Liabilities	$0
Net Assets	$1,254,718

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2012

Revenue

$90,864

Expenses

$115,318

Net Income

-$24,454

Net Assets

$1,204,937

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$8,637	9.5%
Interest Revenue	$0
Dividends	$37,554	41.3%
Sales of Assets	$44,673	49.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,682	96.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,204,937
Total Liabilities	$0
Net Assets	$1,204,937

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$69,720

Expenses

$84,447

Net Income

-$14,727

Net Assets

$1,235,574

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$16,113	23.1%
Interest Revenue	$64	0.1%
Dividends	$26,761	38.4%
Sales of Assets	$26,782	38.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,899	94.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,235,574
Total Liabilities	$0
Net Assets	$1,235,574

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated March 23, 2026

Morton Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $75.9k (2024)

Expenses $149k (2024)

Total Assets $1.09M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$75.9k (2024)

Expenses

$149k (2024)

Total Assets

$1.09M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001