Nonprofit · EIN 30-0205024
MORGAN FAMILY FOUNDATION
Tax-exempt · YELLOW SPGS, OH 45387
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,391,716 | $3,299,421 | -$907,705 | $52,483,633 | $789,566 | $51,694,067 |
| December 31, 2023 | 990-PF | $6,320,814 | $3,371,182 | $2,949,632 | $49,554,840 | $563,278 | $48,991,562 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $896,135
- Interest
- $2,279
- Net gain from sales of assets
- $1,521,891
- Other income
- -$28,589
Expenses
- Grants and similar amounts paid
- $2,144,874
- Compensation of officers, directors and key employees
- $317,926
- Salaries, compensation and benefits (total)
- $160,879
- Disbursements for charitable purposes
- $2,653,837
- Excise tax on investment income
- $29,551
Balance sheet and other
- Total assets, start of year
- $49,554,840
- Total assets, end of year
- $52,483,633
- Total liabilities, end of year
- $789,566
- Net assets, end of year
- $51,694,067
- Fair market value of assets
- $52,483,633
- Qualifying distributions
- $2,653,837
- Net investment income
- $2,713,014
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LORI M KUHN 506 S HIGH ST SUITE B, YELLOW SPRINGS, OH 453871577 | EXEC. DIRECTOR/SECRETARY | 40 | $177,000 | $46,880 |
| STEPHEN T WILLIAMS 506 S HIGH ST SUITE B, YELLOW SPRINGS, OH 453871577 | CFO/ASSISTANT TREASURER | 30 | $104,676 | $24,811 |
| JAMA A MOHAMED 506 S HIGH ST SUITE B, YELLOW SPRINGS, OH 453871577 | PROGRAM OFFICER Highest-paid employee | 30 | $72,800 | $18,216 |
| STEPHANIE G RICHARDS 506 S HIGH ST SUITE B, YELLOW SPRINGS, OH 453871577 | GRANTS & OPERATIONS Highest-paid employee | 32 | $53,267 | $20,939 |
| LEE M MORGAN 506 S HIGH ST SUITE B, YELLOW SPRINGS, OH 453871577 | PRESIDENT | 1.25 | $5,000 | $0 |
| VICTORIA A MORGAN 506 S HIGH ST SUITE B, YELLOW SPRINGS, OH 453871577 | VICE PRESIDENT | 1 | $4,750 | $0 |
| BARCLAY CARRIAR 506 S HIGH ST SUITE B, YELLOW SPRINGS, OH 453871577 | TREASURER | 1 | $4,750 | $0 |
| JUDITH THOMPSON 506 S HIGH ST SUITE B, YELLOW SPRINGS, OH 453871577 | DIRECTOR | 1 | $4,250 | $0 |
| ASHA MORGAN MORAN 506 S HIGH ST SUITE B, YELLOW SPRINGS, OH 453871577 | DIRECTOR | 1 | $4,000 | $0 |
| ERIC HART 506 S HIGH ST SUITE B, YELLOW SPRINGS, OH 453871577 | DIRECTOR | 1 | $4,000 | $0 |
| RONALD BRANDENBURG 506 S HIGH ST SUITE B, YELLOW SPRINGS, OH 453871577 | DIRECTOR | 1 | $4,000 | $0 |
| ERICA SMITH 506 S HIGH ST SUITE B, YELLOW SPRINGS, OH 453871577 | DIRECTOR | 1 | $2,750 | $0 |
990-PF for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LORI M KUHN 506 S HIGH ST SUITE B, YELLOW SPRINGS, OH 453871577 | EXEC. DIRECTOR/SECRETARY | 40 | $173,021 | $43,159 |
| STEPHEN T WILLIAMS 506 S HIGH ST SUITE B, YELLOW SPRINGS, OH 453871577 | CFO/ASSISTANT TREASURER | 30 | $100,691 | $22,290 |
| JAMA A MOHAMED 506 S HIGH ST SUITE B, YELLOW SPRINGS, OH 453871577 | PROGRAM OFFICER Highest-paid employee | 30 | $70,003 | $17,973 |
| STEPHANIE G RICHARDS 506 S HIGH ST SUITE B, YELLOW SPRINGS, OH 453871577 | GRANTS & OPERATIONS Highest-paid employee | 32 | $52,124 | $19,834 |
| LEE M MORGAN 506 S HIGH ST SUITE B, YELLOW SPRINGS, OH 453871577 | PRESIDENT | 1.25 | $5,000 | $0 |
| VICTORIA A MORGAN 506 S HIGH ST SUITE B, YELLOW SPRINGS, OH 453871577 | VICE PRESIDENT | 1 | $4,750 | $0 |
| BARCLAY CARRIAR 506 S HIGH ST SUITE B, YELLOW SPRINGS, OH 453871577 | TREASURER | 1 | $4,750 | $0 |
| JUDITH THOMPSON 506 S HIGH ST SUITE B, YELLOW SPRINGS, OH 453871577 | DIRECTOR | 1 | $4,250 | $0 |
| ASHA MORGAN MORAN 506 S HIGH ST SUITE B, YELLOW SPRINGS, OH 453871577 | DIRECTOR | 1 | $4,000 | $0 |
| ERIC HART 506 S HIGH ST SUITE B, YELLOW SPRINGS, OH 453871577 | DIRECTOR | 1 | $4,000 | $0 |
| RONALD BRANDENBURG 506 S HIGH ST SUITE B, YELLOW SPRINGS, OH 453871577 | DIRECTOR | 1 | $4,000 | $0 |
| ERICA SMITH 506 S HIGH ST SUITE B, YELLOW SPRINGS, OH 453871577 | DIRECTOR | 1 | $3,800 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 561, YELLOW SPGS, OH 45387-0561
- Signed the 990-PF
- LORI M KUHN, EXECUTIVE DIRECTOR & SECRETARY
- Phone
- (937) 767-9208
- Website
- WWW.MORGANFAMILYFDN.ORG
- Return prepared by
- RSM US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 30-0205024
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $52,483,633
- Income (IRS master file)
- $6,884,099
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,391,716 | $3,299,421 | $52,483,633 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $6,320,814 | $3,371,182 | $49,554,840 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 30-0205024).
Questions about MORGAN FAMILY FOUNDATION
- What is the EIN of MORGAN FAMILY FOUNDATION?
- The employer identification number (EIN) of MORGAN FAMILY FOUNDATION is 30-0205024.
- Is MORGAN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to MORGAN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MORGAN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MORGAN FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MORGAN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of MORGAN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 12 people; 12 received compensation from the organization, the highest $177,000 (LORI M KUHN, EXEC. DIRECTOR/SECRETARY).
- How much revenue does MORGAN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,391,716, expenses of $3,299,421 and total assets of $52,483,633 at year end.
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- GLEN HELEN ASSOCIATION EIN 31-0963193 · last filed 990 for 2025
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- YELLOW SPRINGS COMMUNITY CHILDRENS CENTER EIN 31-6001024 · last filed 990 for 2025
All nonprofits in YELLOW SPGS · Ohio · Philanthropy, voluntarism and grantmaking foundations