JESS & PALMA MORGAN FOUNDATION

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Cite this

Plain text JESS & PALMA MORGAN FOUNDATION. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/jess-and-palma-morgan-foundation-954279684. Retrieved 2026-11-03.

APA furp.org. (n.d.). JESS & PALMA MORGAN FOUNDATION [Nonprofit organization profile; tax years 2010–2024]. Retrieved November 3, 2026, from https://furp.org/org/jess-and-palma-morgan-foundation-954279684

MLA “JESS & PALMA MORGAN FOUNDATION.” furp.org, tax years 2010–2024, https://furp.org/org/jess-and-palma-morgan-foundation-954279684. Accessed 3 Nov. 2026.

Retrieved 2026-11-03; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $603K · expenses $496K · assets $5.6M

EIN
95-4279684
Address
2049 CENTURY PARK E STE 1400, LOS ANGELES, CA 90067-3116
NTEE code
-
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
September 1990 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 9 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

9 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Susan J Ollweiler PRESIDENT & DIRECTOR2011-2024 0 $0 reported 5
Gary Levenstein SECRETARY & DIRECTOR2011-2024 0 $0 reported 1
Gene Torncello VICE PRESIDENT & DIRECTOR2011-2024 0 $0 reported 3
Timothy D Bodner CHIEF FINANCIAL OFFICER2019-2024 0 $0 reported 1
Pam Baldonado (former) DIRECTOR2019-2021 0 $0 reported 1
Palma S Morgan (former) PRESIDENT & DIRECTOR2010-2018 0 $0 reported 1
Wallace D Franson (former) SECRETARY/CHIEF FIN. OFFIC2010 0 $0 reported 5
Jess S Morgan (former) PRESIDENT & DIRECTOR2010 0 $0 reported 7
Joel M Smith (former) DIRECTOR2010 0 $0 reported 1

People by year

2024 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GARY LEVENSTEIN SECRETARY & DIRECTOR0 $0-$0 $01
SUSAN J OLLWEILER PRESIDENT & DIRECTOR0 $0-$0 $05
GENE TORNCELLO VICE PRESIDENT & DIRECTOR0 $0-$0 $03
TIMOTHY D BODNER CHIEF FINANCIAL OFFICER0 $0-$0 $01
2023 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GARY LEVENSTEIN SECRETARY & DIRECTOR0 $0-$0 $01
SUSAN J OLLWEILER PRESIDENT & DIRECTOR0 $0-$0 $05
GENE TORNCELLO VICE PRESIDENT & DIRECTOR0 $0-$0 $03
TIMOTHY D BODNER CHIEF FINANCIAL OFFICER0 $0-$0 $01
2022 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GARY LEVENSTEIN SECRETARY & DIRECTOR0 $0-$0 $01
SUSAN J OLLWEILER PRESIDENT & DIRECTOR0 $0-$0 $05
GENE TORNCELLO VICE PRESIDENT & DIRECTOR0 $0-$0 $03
TIMOTHY D BODNER CHIEF FINANCIAL OFFICER0 $0-$0 $01
2021 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GARY LEVENSTEIN PRESIDENT & DIRECTOR0 $0-$0 $01
SUSAN J OLLWEILER SECRETARY0 $0-$0 $05
GENE TORNCELLO VICE PRESIDENT & DIRECTOR0 $0-$0 $03
TIMOTHY D BODNER CHIEF FINANCIAL OFFICER0 $0-$0 $01
PAM BALDONADO DIRECTOR0 $0-$0 $01
2020 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GARY LEVENSTEIN PRESIDENT & DIRECTOR0 $0-$0 $01
SUSAN J OLLWEILER SECRETARY0 $0-$0 $05
GENE TORNCELLO VICE PRESIDENT & DIRECTOR0 $0-$0 $03
TIMOTHY D BODNER CHIEF FINANCIAL OFFICER0 $0-$0 $01
PAM BALDONADO DIRECTOR0 $0-$0 $01
2019 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GARY LEVENSTEIN PRESIDENT & DIRECTOR0 $0-$0 $01
SUSAN J OLLWEILER SECRETARY0 $0-$0 $05
GENE TORNCELLO VICE PRESIDENT & DIRECTOR0 $0-$0 $03
TIMOTHY D BODNER CHIEF FINANCIAL OFFICER0 $0-$0 $01
PAM BALDONADO DIRECTOR0 $0-$0 $01
2018 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PALMA S MORGAN PRESIDENT & DIRECTOR0 $0-$0 $01
GARY LEVENSTEIN CFO & DIRECTOR0 $0-$0 $01
SUSAN J OLLWEILER SECRETARY & DIRECTOR0 $0-$0 $05
GENE TORNCELLO VICE PRESIDENT & DIRECTOR0 $0-$0 $03
2017 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PALMA S MORGAN PRESIDENT & DIRECTOR0 $0-$0 $01
GARY LEVENSTEIN CFO & DIRECTOR0 $0-$0 $01
SUSAN J OLLWEILER SECRETARY & DIRECTOR0 $0-$0 $05
GENE TORNCELLO VICE PRESIDENT & DIRECTOR0 $0-$0 $03
2016 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PALMA S MORGAN PRESIDENT & DIRECTOR0 $0-$0 $01
GARY LEVENSTEIN CFO & DIRECTOR0 $0-$0 $01
SUSAN J OLLWEILER SECRETARY & DIRECTOR0 $0-$0 $05
GENE TORNCELLO VICE PRESIDENT & DIRECTOR0 $0-$0 $03
2015 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PALMA S MORGAN PRESIDENT & DIRECTOR0 $0-$0 $01
GARY LEVENSTEIN CFO & DIRECTOR0 $0-$0 $01
SUSAN J OLLWEILER SECRETARY & DIRECTOR0 $0-$0 $05
GENE TORNCELLO VICE PRESIDENT & DIRECTOR0 $0-$0 $03
2014 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PALMA S MORGAN PRESIDENT & DIRECTOR0 $0-$0 $01
GARY LEVENSTEIN CFO & DIRECTOR0 $0-$0 $01
SUSAN J OLLWEILER SECRETARY & DIRECTOR0 $0-$0 $05
GENE TORNCELLO VICE PRESIDENT & DIRECTOR0 $0-$0 $03
2013 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PALMA S MORGAN PRESIDENT & DIRECTOR0 $0-$0 $01
GARY LEVENSTEIN CFO & DIRECTOR0 $0-$0 $01
SUSAN J OLLWEILER SECRETARY & DIRECTOR0 $0-$0 $05
GENE TORNCELLO VICE PRESIDENT & DIRECTOR0 $0-$0 $03
2012 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PALMA S MORGAN PRESIDENT & DIRECTOR0 $0-$0 $01
GARY LEVENSTEIN CFO & DIRECTOR0 $0-$0 $01
SUSAN J OLLWEILER SECRETARY & DIRECTOR0 $0-$0 $05
GENE TORNCELLO VICE PRESIDENT & DIRECTOR0 $0-$0 $03
2011 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PALMA S MORGAN PRESIDENT & DIRECTOR0 $0-$0 $01
GARY LEVENSTEIN CFO & DIRECTOR0 $0-$0 $01
SUSAN J OLLWEILER SECRETARY & DIRECTOR0 $0-$0 $05
GENE TORNCELLO VICE PRESIDENT & DIRECTOR0 $0-$0 $03
2010 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JESS S MORGAN PRESIDENT & DIRECTOR0 $0-$0 $07
PALMA S MORGAN TREASURER & DIRECTOR0 $0-$0 $01
WALLACE D FRANSON SECRETARY/CHIEF FIN. OFFIC0 $0-$0 $05
JOEL M SMITH DIRECTOR0 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 17 grants to organizations · $318K
2023 · 19 grants to organizations · $345K
2022 · 23 grants to organizations · $375K
2021 · 17 grants to organizations · $305K
2020 · 1 grant to organizations · $20K
2016 · 1 grant to organizations · $1K
2015 · 3 grants to organizations · $2K
2014 · 2 grants to organizations · $70K
2013 · 8 grants to organizations · $107K
2012 · 8 grants to organizations · $142K
2011 · 7 grants to organizations · $20K
2010 · 16 grants to organizations · $52K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2022 · 1 contributor · $351K
#ContributorTypeCity, stateTotalNoncashSource
1 MORGAN LIVING TRUST Organization or other LOS ANGELES, CA $350,840- Form 990PF Sch. B, 2022 · filing
2021 · 1 contributor · $53K
#ContributorTypeCity, stateTotalNoncashSource
1 MORGAN BYPASS TRUST Person LOS ANGELES, CA $52,640- Form 990PF Sch. B, 2021 · filing
2020 · 3 contributors · $29K
#ContributorTypeCity, stateTotalNoncashSource
3 MORGAN BYPASS TRUST Person LOS ANGELES, CA $20,477- Form 990PF Sch. B, 2020 · filing
2 MORGAN BYPASS TRUST Person LOS ANGELES, CA $7,102- Form 990PF Sch. B, 2020 · filing
1 MORGAN BYPASS TRUST Person LOS ANGELES, CA $1,164- Form 990PF Sch. B, 2020 · filing
2019 · 20 contributors · $5.3M
#ContributorTypeCity, stateTotalNoncashSource
14 MORGAN BYPASS TRUST Organization or other LOS ANGELES, CA $884,804$884,804 Form 990PF Sch. B, 2019 · filing
1 PALMA S MORGAN Person LOS ANGELES, CA $782,157- Form 990PF Sch. B, 2019 · filing
9 MORGAN BYPASS TRUST Organization or other LOS ANGELES, CA $556,250$556,250 Form 990PF Sch. B, 2019 · filing
18 MORGAN LIVING TRUST Organization or other LOS ANGELES, CA $556,250$556,250 Form 990PF Sch. B, 2019 · filing
10 MORGAN BYPASS TRUST Organization or other LOS ANGELES, CA $539,500$539,500 Form 990PF Sch. B, 2019 · filing
19 MORGAN LIVING TRUST Organization or other LOS ANGELES, CA $539,500$539,500 Form 990PF Sch. B, 2019 · filing
5 PALMA S MORGAN Person LOS ANGELES, CA $233,789$233,789 Form 990PF Sch. B, 2019 · filing
6 MORGAN BYPASS TRUST Organization or other LOS ANGELES, CA $200,000$200,000 Form 990PF Sch. B, 2019 · filing
15 MORGAN LIVING TRUST Organization or other LOS ANGELES, CA $200,000$200,000 Form 990PF Sch. B, 2019 · filing
11 MORGAN BYPASS TRUST Organization or other LOS ANGELES, CA $138,162$138,162 Form 990PF Sch. B, 2019 · filing
20 MORGAN LIVING TRUST Organization or other LOS ANGELES, CA $138,162$138,162 Form 990PF Sch. B, 2019 · filing
8 MORGAN BYPASS TRUST Organization or other LOS ANGELES, CA $125,000$125,000 Form 990PF Sch. B, 2019 · filing
17 MORGAN LIVING TRUST Organization or other LOS ANGELES, CA $125,000$125,000 Form 990PF Sch. B, 2019 · filing
7 MORGAN BYPASS TRUST Organization or other LOS ANGELES, CA $100,000$100,000 Form 990PF Sch. B, 2019 · filing
16 MORGAN LIVING TRUST Organization or other LOS ANGELES, CA $50,000$50,000 Form 990PF Sch. B, 2019 · filing
13 MORGAN BYPASS TRUST Organization or other LOS ANGELES, CA $36,503- Form 990PF Sch. B, 2019 · filing
2 PALMA S MORGAN Person LOS ANGELES, CA $31,681$31,681 Form 990PF Sch. B, 2019 · filing
4 PALMA S MORGAN Person LOS ANGELES, CA $29,195$29,195 Form 990PF Sch. B, 2019 · filing
12 PALMA S MORGAN Person LOS ANGELES, CA $10,765$10,765 Form 990PF Sch. B, 2019 · filing
3 PALMA S MORGAN Person LOS ANGELES, CA $8,316$8,316 Form 990PF Sch. B, 2019 · filing
2017 · 5 contributors · $49K
#ContributorTypeCity, stateTotalNoncashSource
5 PALMA MORGAN Person LOS ANGELES, CA $18,281$18,281 Form 990PF Sch. B, 2017 · filing
2 PALMA MORGAN Person LOS ANGELES, CA $11,695$11,695 Form 990PF Sch. B, 2017 · filing
3 PALMA MORGAN Person LOS ANGELES, CA $9,270$9,270 Form 990PF Sch. B, 2017 · filing
1 PALMA MORGAN Person LOS ANGELES, CA $8,416$8,416 Form 990PF Sch. B, 2017 · filing
4 PALMA MORGAN Person LOS ANGELES, CA $1,385$1,385 Form 990PF Sch. B, 2017 · filing
2015 · 2 contributors · $125K
#ContributorTypeCity, stateTotalNoncashSource
1 PALMA S MORGAN Person LOS ANGELES, CA $75,000- Form 990PF Sch. B, 2015 · filing
2 PALMA S MORGAN Person LOS ANGELES, CA $50,000- Form 990PF Sch. B, 2015 · filing
2014 · 1 contributor · $100K
#ContributorTypeCity, stateTotalNoncashSource
1 PALMA S MORGAN Person LOS ANGELES, CA $100,000- Form 990PF Sch. B, 2014 · filing
2013 · 5 contributors · $97K
#ContributorTypeCity, stateTotalNoncashSource
5 PALMA S MORGAN Person $70,000- Form 990PF Sch. B, 2013 · filing
1 PALMA S MORGAN Person $8,122$17,118 Form 990PF Sch. B, 2013 · filing
2 PALMA S MORGAN Person $7,722$21,636 Form 990PF Sch. B, 2013 · filing
3 PALMA S MORGAN Person $7,292$25,453 Form 990PF Sch. B, 2013 · filing
4 PALMA S MORGAN Person $3,825$7,348 Form 990PF Sch. B, 2013 · filing
2012 · 1 contributor · $125K
#ContributorTypeCity, stateTotalNoncashSource
1 PALMA S MORGAN Person LOS ANGELES, CA $125,000- Form 990PF Sch. B, 2012 · filing
2011 · 1 contributor · $100K
#ContributorTypeCity, stateTotalNoncashSource
1 PALMA S MORGAN Person LOS ANGELES, CA $100,000- Form 990PF Sch. B, 2011 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$603,403$496,162 $5,564,658$5,564,658 -- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
-$82,295$488,950 $5,411,493$5,411,493 -- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$651,517$612,114 $5,972,157$5,972,157 $350,840- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$513,956$445,933 $5,935,651$5,935,651 $52,640- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$407,406$201,951 $5,889,253$5,889,253 $28,743- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$5,310,801$56,650 $5,692,898$5,692,898 $5,285,034- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$76,876$251 $431,768$431,768 $0- $0--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$65,296$130 $355,775$355,775 $49,047- $0--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$2,544$1,203 $291,557$291,557 -- $0--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$130,485$3,251 $290,389$290,389 $125,000- $0--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$105,734$70,246 $163,302$163,302 $100,000- $0--
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$130,873$106,622 $128,156$128,156 $96,961- $0--
2012 · Form 990PF period ending 2012-12-31 · view filing · original 990 ↗
$125,020$144,267 $103,905$103,905 -- $0--
2011 · Form 990PF period ending 2011-12-31 · view filing · original 990 ↗
$105,548$20,387 $123,207$123,207 -- $0--
2010 · Form 990PF period ending 2010-12-31 · view filing · original 990 ↗
$13,620$52,255 $38,182$38,182 -- $0--

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (44)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
MORGAN NICK FOUNDATIONARI20 $401,560$459,534 EXEC DIRECTOR$56,592 Similar name, revenue within 2x
ADAM MORGAN FOUNDATIONMOG98 $345,291$355,687 DIRECTOR$0 Similar name, revenue within 2x
MORGAN FAMILY FOUNDATIONINT20 $824,363$77,618 TRUSTEE$0 Similar name, revenue within 2x
MORGAN CREEK FOUNDATIONNCT21 $864,515$352,518 DIRECTOR/PRESIDENT$0 Similar name, revenue within 2x
MORGAN EDUCATION FOUNDATIONUTT11 $318,905$127,996 VICE CHAIR$0 Similar name, revenue within 2x
KINDER MORGAN FOUNDATIONTXNot reported $490,959$1,377,569 Director$0 Similar name, revenue within 2x
TODD M MORGAN FOUNDATIONCAT20 $1,336,304$736,045 SECRETARY$0 Similar name, revenue within 5x, same state
MORGAN JUDD FOUNDATIONOHO12 $147,125$67,657 Secretary$0 Similar name, revenue within 5x
MORGAN FOUNDATION INCNCNot reported $127,315$199,701 CHAIRMAN, PRESIDENT & DIRECTOR$0 Similar name, revenue within 5x
JOHNNY MORGAN FOUNDATIONMSN31 $1,365,916$0 PRESIDENT$0 Similar name, revenue within 5x
P J MORAN FOUNDATIONTXNot reported $159,799$149,473 PRESIDENT/VP/TRES/DIRECTOR$0 Similar name, revenue within 5x
ROY T MORGAN FOUNDATIONRINot reported $299,487$297,186 Treasurer$3,000 Similar name, revenue within 5x
MORGAN LEWIS FOUNDATIONPAB82 $267,864$483,441 PRESIDENT$0 Similar name, revenue within 5x
MORGAN FAMILY FOUNDATIONKSNot reported $1,526,889$1,051,435 SECRETARY/DIRECTOR$20,000 Similar name, revenue within 5x
MORGAN FAMILY FOUNDATIONALT20 $209,194$84,836 PRESIDENT/CHAIR$0 Similar name, revenue within 5x
MORGAN FAMILY FOUNDATIONWAT20 $204,419$332,134 PRESIDENT, TREASURER$0 Similar name, revenue within 5x
MORGAN FAMILY FOUNDATIONDET22 $198,343$203,359 Sec, Treas, Dir, VP$0 Similar name, revenue within 5x
MORGAN FAMILY FOUNDATIONOHT21 $2,391,716$3,299,421 EXEC. DIRECTOR/SECRETARY$223,880 Similar name, revenue within 5x
MORGAN ADAMS FOUNDATIONCOH12 $3,011,334$2,641,332 EXEC DIR AND CO-FOUNDER$130,000 Similar name, revenue within 5x
MORGAN PRESSEL FOUNDATION INCFLH12 $1,235,757$1,129,495 Executive Dir.$86,000 Similar name, revenue within 5x
PALM FOUNDATIONNYNot reported $1,678,115$722,500 TRUSTEE$0 Similar name, revenue within 5x
RAMSER-MORGAN FOUNDATIONMINot reported $184,610$167,906 TREASURER$0 Similar name, revenue within 5x
MORGAN MOSES FOUNDATIONVANot reported $91,047$97,871 CO CHAIRPERSON AND DIRECTOR$0 Similar name, revenue within 10x
GENO MORGAN FOUNDATIONORB82 $69,416$50,081 CO CHAIR$0 Similar name, revenue within 10x
SEMAJ J MORGAN FOUNDATIONMIT50 $95,162$94,382 President$0 Similar name, revenue within 10x

Who funds organizations like this

Grantors that funded the 44 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$629,03615 22016–2024 MORGAN ADAMS FOUNDATION; MORGAN PRESSEL FOUNDATION INC
COLORADO GIVES FOUNDATION DAF sponsor$377,17415 12010–2024 MORGAN ADAMS FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$368,21812 22017–2024 MORGAN ADAMS FOUNDATION; MORGAN PRESSEL FOUNDATION INC
JEWISH COMMUNAL FUND DAF sponsor$362,80012 12011–2024 MORGAN PRESSEL FOUNDATION INC
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$280,9508 32020–2024 MORGAN EDUCATION FOUNDATION; MORGAN ADAMS FOUNDATION; MORGAN PRESSEL FOUNDATION INC
GLENDORN FOUNDATION Private foundation$210,0006 12019–2024 MORGAN ADAMS FOUNDATION
PI FOUNDATION INC DAF sponsor$210,0003 12010–2014 MORGAN EDUCATION FOUNDATION
MESSING FAMILY CHARITABLE FOUNDATION Private foundation$155,00010 12016–2025 MORGAN ADAMS FOUNDATION
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$143,0949 32019–2025 MORGAN ADAMS FOUNDATION; MORGAN JUDD FOUNDATION; MORGAN MATTHEW FOUNDATION
LIGHTNER SAMS FOUNDATION INC Private foundation$140,0009 12017–2025 MORGAN ADAMS FOUNDATION
GREATER CINCINNATI FOUNDATION DAF sponsor$139,3414 12021–2024 MORGAN JUDD FOUNDATION
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$135,7508 12014–2023 MORGAN ADAMS FOUNDATION
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$132,2624 22019–2024 MORGAN ADAMS FOUNDATION; JOHNNY MORGAN FOUNDATION
NATIONAL PHILANTHROPIC TR DAF sponsor$122,1003 22023–2024 MORGAN ADAMS FOUNDATION; MORGAN PRESSEL FOUNDATION INC
CLIVE E CUSSLER FOUNDATION Private foundation$92,00012 12012–2024 MORGAN ADAMS FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $496,162 spent · pay $0 · grants $317,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $317,500 64.0%
Fees: accounting $94,565 19.1%
Fees: other professional $66,825 13.5%
Other expenses $16,510 3.3%
Taxes $762 0.2%
Total$496,162100%

View the filing

2023 · Form 990PF · $488,950 spent · pay $0 · grants $345,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $345,000 70.6%
Fees: accounting $75,000 15.3%
Fees: other professional $58,963 12.1%
Other expenses $9,356 1.9%
Taxes $631 0.1%
Total$488,950100%

View the filing

2022 · Form 990PF · $612,114 spent · pay $0 · grants $375,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $375,000 61.3%
Other expenses $114,511 18.7%
Fees: other professional $70,367 11.5%
Fees: accounting $52,236 8.5%
Total$612,114100%

View the filing

2021 · Form 990PF · $445,933 spent · pay $0 · grants $305,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $305,000 68.4%
Fees: other professional $59,963 13.4%
Fees: accounting $40,000 9.0%
Other expenses $39,694 8.9%
Taxes $1,276 0.3%
Total$445,933100%

View the filing

2020 · Form 990PF · $201,951 spent · pay $0 · grants $20,000 · events $0
LineAs describedTotalShare
Other expenses $86,838 43.0%
Fees: other professional $64,613 32.0%
Fees: accounting $30,000 14.9%
Contributions, gifts, grants paid $20,000 9.9%
Taxes $500 0.2%
Total$201,951100%

View the filing

2019 · Form 990PF · $56,650 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Fees: accounting $25,000 44.1%
Other expenses $15,786 27.9%
Fees: other professional $14,631 25.8%
Fees: legal $1,046 1.8%
Taxes $187 0.3%
Total$56,650100%

View the filing

2018 · Form 990PF · $251 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses $165 65.7%
Taxes $86 34.3%
Total$251100%

View the filing

2017 · Form 990PF · $130 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses $118 90.8%
Taxes $12 9.2%
Total$130100%

View the filing

2016 · Form 990PF · $1,203 spent · pay $0 · grants $1,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,000 83.1%
Other expenses $193 16.0%
Taxes $10 0.8%
Total$1,203100%

View the filing

2015 · Form 990PF · $3,251 spent · pay $0 · grants $2,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,500 76.9%
Fees: legal $412 12.7%
Other expenses $212 6.5%
Taxes $127 3.9%
Total$3,251100%

View the filing

2014 · Form 990PF · $70,246 spent · pay $0 · grants $70,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $70,000 99.6%
Other expenses $163 0.2%
Taxes $83 0.1%
Total$70,246100%

View the filing

2013 · Form 990PF · $106,622 spent · pay $0 · grants $106,550 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $106,550 99.9%
Taxes $72 0.1%
Total$106,622100%

View the filing

2012 · Form 990PF · $144,267 spent · pay $0 · grants $142,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $142,000 98.4%
Fees: legal $2,172 1.5%
Taxes $60 0.0%
Other expenses $35 0.0%
Total$144,267100%

View the filing

2011 · Form 990PF · $20,387 spent · pay $0 · grants $20,300 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $20,300 99.6%
Fees: legal $69 0.3%
Taxes $18 0.1%
Total$20,387100%

View the filing

2010 · Form 990PF · $52,255 spent · pay $0 · grants $52,204 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $52,204 99.9%
Taxes $31 0.1%
Other expenses $20 0.0%
Total$52,255100%

View the filing

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