Morey Family Foundation Inc

Naples, FL
Tax-exempt since June 2004
EIN: 20-0559815

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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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$130k (2023)

Expenses

$128k (2023)

Total Assets

$3.72M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Revenue

$130,365

Expenses

$128,325

Net Income

$2,040

Net Assets

$3,721,183

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,527	1.2%
Dividends	$37,072	28.4%
Sales of Assets	$88,684	68.0%
Other Income	$3,082	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$103,500	80.7%
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	$3,721,183
Total Liabilities	$0
Net Assets	$3,721,183

Compensation

Key Employees and Officers	Compensation	Other
Ronald J Morey (Dir/Pres)	$0	$0
Brenda A Morey (Dir/Sec/Treas)	$0	$0
Gregory D Morey (Dir/V.P.)	$0	$0
Tammy Morey (Director)	$0	$0
Jed R Morey (Dir/V.P.)	$0	$0
Eden Morey (Director)	$0	$0

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990-PF

Filed on Sept. 30, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$116,333

Expenses

$148,982

Net Income

-$32,649

Net Assets

$3,242,521

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,479	1.3%
Dividends	$35,874	30.8%
Sales of Assets	$75,268	64.7%
Other Income	$3,712	3.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$116,000	77.9%
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	$3,242,521
Total Liabilities	$0
Net Assets	$3,242,521

Compensation

Key Employees and Officers	Compensation	Other
Ronald J Morey (Dir/Pres)	$0	$0
Brenda A Morey (Dir/Sec/Treas)	$0	$0
Gregory D Morey (Dir/V.P.)	$0	$0
Tammy Morey (Director)	$0	$0
Jed R Morey (Dir/V.P.)	$0	$0
Eden Morey (Director)	$0	$0

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990-PF

Filed on Nov. 10, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$304,199

Expenses

$152,053

Net Income

$152,146

Net Assets

$2,839,801

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,988	1.0%
Dividends	$28,877	9.5%
Sales of Assets	$206,896	68.0%
Other Income	$65,438	21.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,000	82.2%
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	$2,839,801
Total Liabilities	$0
Net Assets	$2,839,801

Compensation

Key Employees and Officers	Compensation	Other
Ronald J Morey (Dir/Pres)	$0	$0
Brenda A Morey (Dir/Sec/Treas)	$0	$0
Gregory D Morey (Dir/V.P.)	$0	$0
Tammy Morey (Director)	$0	$0
Jed R Morey (Dir/V.P.)	$0	$0
Eden Morey (Director)	$0	$0

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990-PF

Filed on Feb. 16, 2023

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

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Fiscal Year Ending Dec.
2020

Revenue

$56,712

Expenses

$163,735

Net Income

-$107,023

Net Assets

$2,095,480

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,488	2.6%
Dividends	$24,738	43.6%
Sales of Assets	$34,051	60.0%
Other Income	-$3,565

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$134,500	82.1%
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	$2,095,480
Total Liabilities	$0
Net Assets	$2,095,480

Compensation

Key Employees and Officers	Compensation	Other
Ronald J Morey (Dir/Pres)	$0	$0
Brenda A Morey (Dir/Sec/Treas)	$0	$0
Gregory D Morey (Dir/V.P.)	$0	$0
Tammy Morey (Director)	$0	$0
Jed R Morey (Dir/V.P.)	$0	$0
Eden Morey (Director)	$0	$0

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990-PF

Filed on Feb. 16, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$126,816

Expenses

$135,565

Net Income

-$8,749

Net Assets

$2,212,502

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$933	0.7%
Dividends	$13,772	10.9%
Sales of Assets	$112,320	88.6%
Other Income	-$209

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$114,500	84.5%
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	$2,212,503
Total Liabilities	$1
Net Assets	$2,212,502

Compensation

Key Employees and Officers	Compensation	Other
Ronald J Morey (Dir/Pres)	$0	$0
Brenda A Morey (Dir/Sec/Treas)	$0	$0
Gregory D Morey (Dir/V.P.)	$0	$0
Tammy Morey (Director)	$0	$0
Jed R Morey (Dir/V.P.)	$0	$0
Eden Morey (Director)	$0	$0

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990-PF

Filed on Nov. 16, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

-$116,786

Expenses

$134,127

Net Income

-$250,913

Net Assets

$2,217,901

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,417
Dividends	$34,727
Sales of Assets	-$152,930
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,000	79.8%
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	$2,252,801
Total Liabilities	$34,900
Net Assets	$2,217,901

Compensation

Key Employees and Officers	Compensation	Other
Ronald J Morey (Dir/Pres)	$0	$0
Brenda A Morey (Dir/Sec/Treas)	$0	$0
Gregory D Morey (Dir/V.P.)	$0	$0
Tammy Morey (Director)	$0	$0
Jed R Morey (Dir/V.P.)	$0	$0
Eden Morey (Director)	$0	$0

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990-PF

Filed on Nov. 14, 2019

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

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Schedules ▼

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Fiscal Year Ending Dec.
2017

Revenue

$108,989

Expenses

$157,397

Net Income

-$48,408

Net Assets

$2,471,568

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,154	32.3%
Sales of Assets	$80,041	73.4%
Other Income	-$6,206

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$129,500	82.3%
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	$2,471,568
Total Liabilities	$0
Net Assets	$2,471,568

Compensation

Key Employees and Officers	Compensation	Other
Ronald J Morey (Dir/Pres)	$0	$0
Brenda A Morey (Dir/Sec/Treas)	$0	$0
Gregory D Morey (Dir/V.P.)	$0	$0
Tammy Morey (Director)	$0	$0
Jed R Morey (Dir/V.P.)	$0	$0
Eden Morey (Director)	$0	$0

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990-PF

Filed on Oct. 8, 2018

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

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XML

Fiscal Year Ending Dec.
2016

Revenue

$58,038

Expenses

$143,594

Net Income

-$85,556

Net Assets

$2,519,978

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,419	54.1%
Sales of Assets	$29,881	51.5%
Other Income	-$3,262

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,500	83.9%
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	$2,519,978
Total Liabilities	$0
Net Assets	$2,519,978

Compensation

Key Employees and Officers	Compensation	Other
Ronald J Morey (Dir/Pres)	$0	$0
Brenda A Morey (Dir/Sec/Treas)	$0	$0
Gregory D Morey (Dir/V.P.)	$0	$0
Tammy Morey (Director)	$0	$0
Jed R Morey (Dir/V.P.)	$0	$0
Eden Morey (Director)	$0	$0

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990-PF

Filed on Sept. 25, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$80,675

Expenses

$139,681

Net Income

-$59,006

Net Assets

$2,605,531

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$42,975	53.3%
Sales of Assets	$36,610	45.4%
Other Income	$1,090	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$110,500	79.1%
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	$2,605,531
Total Liabilities	$0
Net Assets	$2,605,531

Compensation

Key Employees and Officers	Compensation	Other
Ronald J Morey (Dir/Pres)	$0	$0
Brenda A Morey (Dir/Sec/Treas)	$0	$0
Gregory D Morey (Dir/V.P.)	$0	$0
Tammy Morey (Director)	$0	$0
Jed R Morey (Dir/V.P.)	$0	$0
Eden Morey (Director)	$0	$0

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990-PF

Filed on Nov. 11, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$354,096

Expenses

$220,430

Net Income

$133,666

Net Assets

$2,702,489

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$81,092	22.9%
Sales of Assets	$273,004	77.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$190,300	86.3%
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	$2,702,489
Total Liabilities	$0
Net Assets	$2,702,489

Compensation

Key Employees and Officers	Compensation	Other
Ronald J Morey (Dir/Pres)	$0	$0
Brenda A Morey (Dir/Sec/Treas)	$0	$0
Gregory D Morey (Dir/V.P.)	$0	$0
Tammy Morey (Director)	$0	$0
Jed R Morey (Dir/V.P.)	$0	$0
Eden Morey (Director)	$0	$0

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990-PF

Filed on July 21, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$76,205

Expenses

$166,883

Net Income

-$90,678

Net Assets

$2,568,823

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,000	6.6%
Dividends	$53,344	70.0%
Sales of Assets	$17,861	23.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$139,150	83.4%
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	$2,568,823
Total Liabilities	$0
Net Assets	$2,568,823

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$98,829

Expenses

$157,140

Net Income

-$58,311

Net Assets

$2,659,501

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$70,957	71.8%
Sales of Assets	$27,872	28.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$138,250	88.0%
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	$2,659,501
Total Liabilities	$0
Net Assets	$2,659,501

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$27,642

Expenses

$166,413

Net Income

-$138,771

Net Assets

$2,717,860

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$74,423	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$131,000	78.7%
Compensation of Officers*	$5,000	3.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,717,860
Total Liabilities	$0
Net Assets	$2,717,860

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Morey Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $130k (2023)

Expenses $128k (2023)

Total Assets $3.72M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

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

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

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

Revenue

$130k (2023)

Expenses

$128k (2023)

Total Assets

$3.72M (2023)

Total Liabilities

$0 (2023)

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