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Nonprofit · EIN 35-2429796

AELA & DONALD MORGAN CHARITABLE FOUNDATION

Tax-exempt · NEW YORK, NY 10004

Financials

$55K$93K2023$144K$122K2024
Revenue Expenses · by fiscal year end
Financials of AELA & DONALD MORGAN CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$144,001$122,486$21,515$28,505$0$28,505
December 31, 2023990-PF$55,118$93,317-$38,199$6,990$0$6,990
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$144,000
Interest
$1

Expenses

Grants and similar amounts paid
$111,012
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$122,486

Balance sheet and other

Total assets, start of year
$6,990
Total assets, end of year
$28,505
Total liabilities, end of year
$0
Net assets, end of year
$28,505
Fair market value of assets
$28,505
Qualifying distributions
$122,486
Net investment income
$1

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.

NameTitleHours / weekCompensation
DONALD E MORGAN III CO BRIGADE CAPI
399 PARK AVE 16TH FLOOR, NEW YORK, NY 10022
PRESIDENT, TREASURER1$0
ISRAELA BOYUM-MORGAN CO BRIGADE CAP
399 PARK AVE 16TH FLOOR, NEW YORK, NY 10022
SECRETARY0.25$0
DAVID STUTZMAN CO SEWARD KISSEL
ONE BATTERY PARK PLAZA, NEW YORK, NY 10004
ASSISTANT SECRETARY0.25$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
DONALD E MORGAN III CO BRIGADE CAPI
399 PARK AVE 16TH FLOOR, NEW YORK, NY 10022
PRESIDENT, TREASURER1$0
ISRAELA BOYUM-MORGAN CO BRIGADE CAP
399 PARK AVE 16TH FLOOR, NEW YORK, NY 10022
SECRETARY0.25$0
DAVID STUTZMAN CO SEWARD KISSEL
ONE BATTERY PARK PLAZA, NEW YORK, NY 10004
ASSISTANT SECRETARY0.25$0

Address and contacts

Address (IRS master file)
ONE BATTERY PARK PLAZA, NEW YORK, NY 10004-1405
In care of
% SEWARD & KISSEL LLP
Signed the 990-PF
DONALD E MORGAN III, PRESIDENT
Phone
(212) 745-9711
Return prepared by
MARINER WEALTH ADVISORS

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
35-2429796
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
2012
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$28,505
Income (IRS master file)
$144,001

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$144,001$122,486$28,505IRS
990-PFDecember 2023$55,118$93,317$6,990XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 35-2429796).

Questions about AELA & DONALD MORGAN CHARITABLE FOUNDATION

What is the EIN of AELA & DONALD MORGAN CHARITABLE FOUNDATION?
The employer identification number (EIN) of AELA & DONALD MORGAN CHARITABLE FOUNDATION is 35-2429796.
Is AELA & DONALD MORGAN CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
Are donations to AELA & DONALD MORGAN CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does AELA & DONALD MORGAN CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of AELA & DONALD MORGAN CHARITABLE 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 AELA & DONALD MORGAN CHARITABLE 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 AELA & DONALD MORGAN CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does AELA & DONALD MORGAN CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $144,001, expenses of $122,486 and total assets of $28,505 at year end.

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