Morton Family Foundation

Barrington, IL
Tax-exempt since Jan. 1989
EIN: 36-3605391

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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.

Donations to this organization are tax deductible.

Revenue

$112k (2024)

Expenses

$149k (2024)

Total Assets

$2.29M (2024)

Total Liabilities

$0 (2024)

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

$111,538

Expenses

$148,940

Net Income

-$37,402

Net Assets

$2,286,882

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$57,056	51.2%
Dividends	$51,929	46.6%
Sales of Assets	$2,553	2.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,055	84.0%
Compensation of Officers*	$57,000	38.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,286,882
Total Liabilities	$0
Net Assets	$2,286,882

Compensation

Key Employees and Officers	Compensation	Other
Charles Frey (President)	$57,000	$0

990-PF

Filed on May 12, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$78,277

Expenses

$136,061

Net Income

-$57,784

Net Assets

$2,325,884

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$61,824	79.0%
Dividends	$29,398	37.6%
Sales of Assets	-$12,945
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$121,811	89.5%
Compensation of Officers*	$57,000	41.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,325,884
Total Liabilities	$0
Net Assets	$2,325,884

Compensation

Key Employees and Officers	Compensation	Other
Charles Frey (President)	$57,000	$0

990-PF

Filed on Aug. 12, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

-$183,299

Expenses

$151,124

Net Income

-$334,423

Net Assets

$2,384,168

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$65,077
Sales of Assets	-$249,718
Other Income	$1,342

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$119,516	79.1%
Compensation of Officers*	$57,000	37.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,384,168
Total Liabilities	$0
Net Assets	$2,384,168

Compensation

Key Employees and Officers	Compensation	Other
Charles Frey (President)	$57,000	$0

990-PF

Filed on Aug. 3, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$56,928

Expenses

$170,821

Net Income

-$113,893

Net Assets

$2,718,591

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,905	85.9%
Sales of Assets	-$13,402
Other Income	$50	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$133,724	78.3%
Compensation of Officers*	$57,000	33.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,718,591
Total Liabilities	$0
Net Assets	$2,718,591

Compensation

Key Employees and Officers	Compensation	Other
Charles Frey (President)	$57,000	$0

990-PF

Filed on Aug. 15, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$99,309

Expenses

$192,890

Net Income

-$93,581

Net Assets

$2,832,483

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$68,000	68.5%
Sales of Assets	$15,746	15.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$158,987	82.4%
Compensation of Officers*	$57,000	29.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,832,484
Total Liabilities	$1
Net Assets	$2,832,483

Compensation

Key Employees and Officers	Compensation	Other
Charles Frey (President)	$57,000	$0

990-PF

Filed on Sept. 23, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$122,984

Expenses

$203,296

Net Income

-$80,312

Net Assets

$2,926,064

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$103,444	84.1%
Sales of Assets	$6,651	5.4%
Other Income	$12,889	10.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$187,944	92.4%
Compensation of Officers*	$57,000	28.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,926,065
Total Liabilities	$1
Net Assets	$2,926,064

Compensation

Key Employees and Officers	Compensation	Other
Charles Frey (President)	$57,000	$0

990-PF

Filed on May 26, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$124,281

Expenses

$199,755

Net Income

-$75,474

Net Assets

$3,006,377

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$112,667	90.7%
Sales of Assets	$3,521	2.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$176,256	88.2%
Compensation of Officers*	$57,000	28.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,006,377
Total Liabilities	$0
Net Assets	$3,006,377

Compensation

Key Employees and Officers	Compensation	Other
Charles Frey (President)	$57,000	$0

990-PF

Filed on July 9, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$157,920

Expenses

$260,745

Net Income

-$102,825

Net Assets

$3,081,851

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$116,866	74.0%
Sales of Assets	$26,441	16.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$154,500	59.3%
Compensation of Officers*	$57,000	21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,081,851
Total Liabilities	$0
Net Assets	$3,081,851

Compensation

Key Employees and Officers	Compensation	Other
Charles Frey (President)	$57,000	$0

990-PF

Filed on June 20, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$206,267

Expenses

$245,603

Net Income

-$39,336

Net Assets

$3,184,676

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$114,400	55.5%
Sales of Assets	$91,867	44.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$159,492	64.9%
Compensation of Officers*	$65,492	26.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,184,676
Total Liabilities	$0
Net Assets	$3,184,676

Compensation

Key Employees and Officers	Compensation	Other
Charles Frey (President)	$65,492	$0

990-PF

Filed on Aug. 7, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$437,800

Expenses

$353,838

Net Income

$83,962

Net Assets

$3,224,012

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$160,989	36.8%
Sales of Assets	$276,811	63.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$228,328	64.5%
Compensation of Officers*	$57,000	16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,224,012
Total Liabilities	$0
Net Assets	$3,224,012

Compensation

Key Employees and Officers	Compensation	Other
Charles Frey (President)	$57,000	$0
William O'keefe (Sec/Treas)	$0	$0

990-PF

Filed on Aug. 30, 2018

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

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Fiscal Year Ending Dec.
2014

Revenue

$433,158

Expenses

$470,704

Net Income

-$37,546

Net Assets

$3,140,050

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$181,486	41.9%
Sales of Assets	$251,672	58.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$364,837	77.5%
Compensation of Officers*	$57,000	12.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,140,050
Total Liabilities	$0
Net Assets	$3,140,050

Compensation

Key Employees and Officers	Compensation	Other
Charles Frey (President)	$57,000	$0
William O'keefe (Sec/Treas)	$0	$0

990-PF

Filed on May 13, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$77,606

Expenses

$491,253

Net Income

-$413,647

Net Assets

$3,177,596

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$191,643	> 100%
Sales of Assets	$0
Other Income	$2,005	2.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$378,738	77.1%
Compensation of Officers*	$57,000	11.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,177,596
Total Liabilities	$0
Net Assets	$3,177,596

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$293,240

Expenses

$520,891

Net Income

-$227,651

Net Assets

$3,591,243

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$213,214	72.7%
Sales of Assets	$80,026	27.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$410,934	78.9%
Compensation of Officers*	$57,000	10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,591,243
Total Liabilities	$0
Net Assets	$3,591,243

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$624,158

Expenses

$743,558

Net Income

-$119,400

Net Assets

$3,818,894

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$186,235	29.8%
Sales of Assets	$435,094	69.7%
Other Income	$2,829	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$616,091	82.9%
Compensation of Officers*	$57,000	7.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,818,894
Total Liabilities	$0
Net Assets	$3,818,894

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

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Morton Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $112k (2024)

Expenses $149k (2024)

Total Assets $2.29M (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

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

Revenue

$112k (2024)

Expenses

$149k (2024)

Total Assets

$2.29M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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