Morgan Family Foundation Inc

Pleasanton, CA
Tax-exempt since Oct. 2001
EIN: 91-2081052

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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 not tax deductible.

Revenue

$66.2k (2024)

Expenses

$587k (2024)

Total Assets

$1.79M (2024)

Total Liabilities

$27.5k (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

$66,169

Expenses

$586,743

Net Income

-$520,574

Net Assets

$1,759,733

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$36,420	55.0%
Sales of Assets	$29,749	45.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$574,121	97.8%
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	$1,787,183
Total Liabilities	$27,450
Net Assets	$1,759,733

Compensation

Key Employees and Officers	Compensation	Other
Kile Morgan Jr (President)	$0	$0
Judy L Morgan (Vice President)	$0	$0
Linda F Morasch (Secretary/Treasurer)	$0	$0
Loree D Durham (Executive Director)	$0	$0

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990-PF

Filed on Nov. 13, 2025

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

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XML

Fiscal Year Ending Dec.
2023

Revenue

$79,851

Expenses

$585,785

Net Income

-$505,934

Net Assets

$1,977,607

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,448	59.4%
Sales of Assets	$32,403	40.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$600,222	> 100%
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	$2,003,693
Total Liabilities	$26,086
Net Assets	$1,977,607

Compensation

Key Employees and Officers	Compensation	Other
Kile Morgan Jr (President)	$0	$0
Judy L Morgan (Vice President)	$0	$0
Linda F Morasch (Secretary/Treasurer)	$0	$0
Loree D Durham (Executive Director)	$0	$0

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990-PF

Filed on Nov. 14, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$7,901

Expenses

$593,809

Net Income

-$585,908

Net Assets

$2,262,906

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$74,594	> 100%
Sales of Assets	-$66,693
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$545,015	91.8%
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	$2,422,737
Total Liabilities	$159,831
Net Assets	$2,262,906

Compensation

Key Employees and Officers	Compensation	Other
Kile Morgan Jr (President)	$0	$0
Judy L Morgan (Vice President)	$0	$0
Linda F Morasch (Secretary/Treasurer)	$0	$0

990-PF

Filed on Nov. 14, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$512,633

Expenses

$561,693

Net Income

-$49,060

Net Assets

$3,285,574

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$400,000	78.0%
Interest Revenue	$0
Dividends	$95,130	18.6%
Sales of Assets	$17,503	3.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$545,322	97.1%
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	$3,328,824
Total Liabilities	$43,250
Net Assets	$3,285,574

Compensation

Key Employees and Officers	Compensation	Other
Kile Morgan Jr (President)	$0	$0
Judy L Morgan (Vice President)	$0	$0
Linda F Morasch (Secretary/Treasurer)	$0	$0

990-PF

Filed on Nov. 14, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

-$30,458

Expenses

$402,215

Net Income

-$432,673

Net Assets

$3,080,285

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$87,132
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$375,351	93.3%
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	$3,220,907
Total Liabilities	$140,622
Net Assets	$3,080,285

Compensation

Key Employees and Officers	Compensation	Other
Kile Morgan Jr (President)	$0	$0
Judy L Morgan (Vice President)	$0	$0
Linda F Morasch (Secretary/Treasurer)	$0	$0

990-PF

Filed on Nov. 12, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$137,949

Expenses

$373,289

Net Income

-$235,340

Net Assets

$3,190,058

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$105,903	76.8%
Sales of Assets	$32,046	23.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$342,084	91.6%
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	$3,369,608
Total Liabilities	$179,550
Net Assets	$3,190,058

Compensation

Key Employees and Officers	Compensation	Other
Kile Morgan Jr (President)	$0	$0
Judy L Morgan (Vice President)	$0	$0
Linda F Morasch (Secretary/Treasurer)	$0	$0

990-PF

Filed on Nov. 13, 2020

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

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XML

Fiscal Year Ending Dec.
2018

Revenue

$140,055

Expenses

$335,128

Net Income

-$195,073

Net Assets

$3,003,236

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$131,619	94.0%
Sales of Assets	$8,436	6.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$303,682	90.6%
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	$3,215,630
Total Liabilities	$212,394
Net Assets	$3,003,236

Compensation

Key Employees and Officers	Compensation	Other
Kile Morgan Jr (President)	$0	$0
Judy L Morgan (Vice President)	$0	$0
Linda F Morasch (Secretary/Treasurer)	$0	$0

990-PF

Filed on Nov. 13, 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

$115,016

Expenses

$328,065

Net Income

-$213,049

Net Assets

$3,569,102

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$183	0.2%
Dividends	$94,554	82.2%
Sales of Assets	$20,279	17.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$288,676	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	$3,800,547
Total Liabilities	$231,445
Net Assets	$3,569,102

Compensation

Key Employees and Officers	Compensation	Other
Kile Morgan Jr (President)	$0	$0
Judy L Morgan (Vice President)	$0	$0
Linda F Morasch (Secretary/Treasurer)	$0	$0

990-PF

Filed on Nov. 15, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$108,818

Expenses

$599,133

Net Income

-$490,315

Net Assets

$3,407,752

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.0%
Dividends	$105,209	96.7%
Sales of Assets	$3,598	3.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$339,732	56.7%
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	$3,656,510
Total Liabilities	$248,758
Net Assets	$3,407,752

Compensation

Key Employees and Officers	Compensation	Other
Kile Morgan Jr (President)	$0	$0
Judy L Morgan (Vice President)	$0	$0
Linda F Morasch (Ceo & Secretary)	$0	$0

990-PF

Filed on Aug. 29, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$154,251

Expenses

$359,170

Net Income

-$204,919

Net Assets

$3,743,117

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18	0.0%
Dividends	$120,738	78.3%
Sales of Assets	$33,495	21.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$339,233	94.4%
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	$3,755,617
Total Liabilities	$12,500
Net Assets	$3,743,117

Compensation

Key Employees and Officers	Compensation	Other
Kile Morgan Jr (President)	$0	$0
Judy L Morgan (Vice President)	$0	$0
Linda F Morasch (Ceo & Secretary)	$0	$0

990-PF

Filed on Nov. 15, 2016

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.
2014

Revenue

$6,510,829

Expenses

$249,209

Net Income

$6,261,620

Net Assets

$4,217,331

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,398,030	67.5%
Interest Revenue	$0
Dividends	$14,846	0.2%
Sales of Assets	$2,097,953	32.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$248,705	99.8%
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	$4,217,331
Total Liabilities	$0
Net Assets	$4,217,331

Compensation

Key Employees and Officers	Compensation	Other
Kile Morgan Jr (President)	$0	$0
Judy L Morgan (Vice President)	$0	$0
Linda F Morasch (Ceo & Secretary)	$0	$0

990-PF

Filed on Nov. 13, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$121,133

Expenses

$235,155

Net Income

-$114,022

Net Assets

$3,910

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$115,050	95.0%
Interest Revenue	$1	0.0%
Dividends	$1,654	1.4%
Sales of Assets	$4,374	3.6%
Other Income	$54	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$233,095	99.1%
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	$3,910
Total Liabilities	$0
Net Assets	$3,910

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$511,802

Expenses

$736,790

Net Income

-$224,988

Net Assets

$117,936

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$500,000	97.7%
Interest Revenue	$2	0.0%
Dividends	$5,847	1.1%
Sales of Assets	$4,355	0.9%
Other Income	$1,598	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$734,921	99.7%
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	$117,936
Total Liabilities	$0
Net Assets	$117,936

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$505,356

Expenses

$721,674

Net Income

-$216,318

Net Assets

$342,924

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$500,000	98.9%
Interest Revenue	$7	0.0%
Dividends	$11,941	2.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$717,560	99.4%
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	$342,924
Total Liabilities	$0
Net Assets	$342,924

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

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Morgan Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $66.2k (2024)

Expenses $587k (2024)

Total Assets $1.79M (2024)

Total Liabilities $27.5k (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

$66.2k (2024)

Expenses

$587k (2024)

Total Assets

$1.79M (2024)

Total Liabilities

$27.5k (2024)

Fiscal Year Ending Dec.
2024

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2023

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2022

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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

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