Nonprofit · EIN 34-6598971
BURTON D MORGAN FOUNDATION INC
Tax-exempt · HUDSON, OH 44236
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $15,153,041 | $11,699,387 | $3,453,654 | $202,790,094 | $2,328,400 | $200,461,694 |
| December 31, 2023 | 990-PF | $12,510,340 | $10,875,475 | $1,634,865 | $186,139,622 | $1,122,831 | $185,016,791 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $4,803,170
- Net rental income
- $100
- Net gain from sales of assets
- $10,029,922
- Other income
- $319,849
Expenses
- Grants and similar amounts paid
- $6,886,388
- Compensation of officers, directors and key employees
- $781,183
- Salaries, compensation and benefits (total)
- $736,759
- Disbursements for charitable purposes
- $8,783,847
- Excise tax on investment income
- $158,724
Balance sheet and other
- Total assets, start of year
- $186,139,622
- Total assets, end of year
- $202,790,094
- Total liabilities, end of year
- $2,328,400
- Net assets, end of year
- $200,461,694
- Fair market value of assets
- $202,790,094
- Qualifying distributions
- $8,979,699
- Net investment income
- $12,890,101
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 |
|---|---|---|---|---|
| DANIEL J HAMPU 22 AURORA ST, HUDSON, OH 44236 | PRESIDENT/CEO | 40 | $350,025 | $43,389 |
| DENISE M GRIGGS 22 AURORA ST, HUDSON, OH 44236 | VICE PRESIDENT/CFO | 40 | $240,250 | $42,519 |
| ANGELA K EVANS 22 AURORA ST, HUDSON, OH 44236 | SR. PROGRAM OFFICER Highest-paid employee | 40 | $125,750 | $22,584 |
| EMILY M BEAN 22 AURORA ST, HUDSON, OH 44236 | DIR. OF YOUTH ENTREP Highest-paid employee | 40 | $109,640 | $25,267 |
| GINA M DOTSON 22 AURORA ST, HUDSON, OH 44236 | GRANTS & COMMUNICATI Highest-paid employee | 40 | $101,060 | $21,127 |
| MICHELLE B MARCUS 22 AURORA ST, HUDSON, OH 44236 | PROGRAM OFFICER Highest-paid employee | 40 | $89,720 | $20,309 |
| SOURAYA PIERCE 22 AURORA ST, HUDSON, OH 44236 | BOOKKEEPER/OFFICE MA Highest-paid employee | 40 | $79,290 | $3,755 |
| RICHARD N SEAMAN 22 AURORA ST, HUDSON, OH 44236 | CHAIRPERSON | 2 | $15,000 | $0 |
| PATRICK T FINLEY 22 AURORA ST, HUDSON, OH 44236 | TREASURER | 2 | $15,000 | $0 |
| KEITH A BROWN 22 AURORA ST, HUDSON, OH 44236 | TRUSTEE | 2 | $15,000 | $0 |
| J MICHAEL HOCHSCHWENDER 22 AURORA ST, HUDSON, OH 44236 | TRUSTEE | 2 | $15,000 | $0 |
| MARK D ROBESON 22 AURORA ST, HUDSON, OH 44236 | TRUSTEE | 2 | $15,000 | $0 |
| EDDIE TAYLOR JR 22 AURORA ST, HUDSON, OH 44236 | TRUSTEE | 2 | $15,000 | $0 |
| JENNIFER L PESHINA 22 AURORA ST, HUDSON, OH 44236 | TRUSTEE | 2 | $15,000 | $0 |
990-PF for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANIEL J HAMPU 22 AURORA ST, HUDSON, OH 44236 | PRESIDENT/CEO | 40 | $335,500 | $37,258 |
| DENISE M GRIGGS 22 AURORA ST, HUDSON, OH 44236 | VICE PRESIDENT/CFO | 40 | $232,667 | $42,886 |
| ANGELA K EVANS 22 AURORA ST, HUDSON, OH 44236 | SR. PROGRAM OFFICER Highest-paid employee | 40 | $122,250 | $20,256 |
| EMILY M BEAN 22 AURORA ST, HUDSON, OH 44236 | DIR. OF YOUTH ENTREP Highest-paid employee | 40 | $106,129 | $22,846 |
| GINA M DOTSON 22 AURORA ST, HUDSON, OH 44236 | GRANTS & COMMUNICATI Highest-paid employee | 40 | $93,875 | $21,058 |
| MICHELLE B MARCUS 22 AURORA ST, HUDSON, OH 44236 | PROGRAM OFFICER Highest-paid employee | 40 | $84,183 | $19,121 |
| JEANNE M SILCOX 22 AURORA ST, HUDSON, OH 44236 | EXECUTIVE ASSISTANT Highest-paid employee | 40 | $72,264 | $10,293 |
| RICHARD N SEAMAN 22 AURORA ST, HUDSON, OH 44236 | CHAIRPERSON | 2 | $15,000 | $0 |
| PATRICK T FINLEY 22 AURORA ST, HUDSON, OH 44236 | TREASURER | 2 | $15,000 | $0 |
| KEITH A BROWN 22 AURORA ST, HUDSON, OH 44236 | TRUSTEE | 2 | $15,000 | $0 |
| J MICHAEL HOCHSCHWENDER 22 AURORA ST, HUDSON, OH 44236 | TRUSTEE | 2 | $15,000 | $0 |
| MARK D ROBESON 22 AURORA ST, HUDSON, OH 44236 | TRUSTEE | 2 | $15,000 | $0 |
| EDDIE TAYLOR JR 22 AURORA ST, HUDSON, OH 44236 | TRUSTEE | 2 | $15,000 | $0 |
| JENNIFER L PESHINA 22 AURORA ST, HUDSON, OH 44236 | TRUSTEE | 2 | $15,000 | $0 |
Address and contacts
- Address (IRS master file)
- 22 AURORA ST, HUDSON, OH 44236-2947
- Signed the 990-PF
- DANIEL HAMPU, PRESIDENT/CEO
- Phone
- (330) 655-1660
- Website
- WWW.BDMORGANFDN.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
- 34-6598971
- 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
- 1968
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $202,790,094
- Income (IRS master file)
- $70,915,105
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $15,153,041 | $11,699,387 | $202,790,094 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $12,510,340 | $10,875,475 | $186,139,622 | 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-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 34-6598971).
Questions about BURTON D MORGAN FOUNDATION INC
- What is the EIN of BURTON D MORGAN FOUNDATION INC?
- The employer identification number (EIN) of BURTON D MORGAN FOUNDATION INC is 34-6598971.
- Is BURTON D MORGAN FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to BURTON D MORGAN FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BURTON D MORGAN FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BURTON D MORGAN FOUNDATION INC 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 BURTON D MORGAN FOUNDATION INC 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 BURTON D MORGAN FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 14 people; 14 received compensation from the organization, the highest $350,025 (DANIEL J HAMPU, PRESIDENT/CEO).
- How much revenue does BURTON D MORGAN FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $15,153,041, expenses of $11,699,387 and total assets of $202,790,094 at year end.
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