Nonprofit · EIN 61-1310243
ROBERT & EVELYN HEWLETT MORGAN FAMILY FOUNDATION INC
Tax-exempt · PRINCETON, KY 42445
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $241,448 | $216,349 | $25,099 | $3,580,517 | $488 | $3,580,029 |
| December 31, 2023 | 990-PF | $145,935 | $228,959 | -$83,024 | $3,555,418 | $488 | $3,554,930 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,015
- Dividends
- $94,633
- Interest
- $349
- Net gain from sales of assets
- $145,388
- Other income
- $63
Expenses
- Grants and similar amounts paid
- $176,300
- Compensation of officers, directors and key employees
- $12,000
- Disbursements for charitable purposes
- $195,332
- Excise tax on investment income
- $3,075
Balance sheet and other
- Total assets, start of year
- $3,555,418
- Total assets, end of year
- $3,580,517
- Total liabilities, end of year
- $488
- Net assets, end of year
- $3,580,029
- Fair market value of assets
- $3,901,132
- Qualifying distributions
- $195,332
- Net investment income
- $240,433
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 |
|---|---|---|---|
| SUZANNE M REGEN 6024 SEDBERRY DRIVE, NASHVILLE, TN 37205 | PRESIDENT/DIRECTOR | 8 | $12,000 |
| RICHARD G MORGAN PO BOX 1017, PRINCETON, KY 42445 | VICE PRESIDENT/DIRECTOR | 1 | $0 |
| SHANE FORTNER 205 HOLLY LANE, PRINCETON, KY 42445 | SEC/TREAS/DIRECTOR | 2 | $0 |
| PAT HAYES 202 CHERRY LANE, PRINCETON, KY 42445 | DIRECTOR | 1 | $0 |
| RAYMOND GIANNINI 830 W MAIN STREET, PRINCETON, KY 42445 | DIRECTOR | 1 | $0 |
| KOTA YOUNG 521 HOPKINSVILLE ST, PRINCETON, KY 42445 | DIRECTOR | 1 | $0 |
| BRIAN WAINER 401 HOLLY LANE, PRINCETON, KY 42445 | DIRECTOR | 1 | $0 |
| ROY MASSEY 1105 HOLLY LANE, PRINCETON, KY 42445 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUZANNE M REGEN 6024 SEDBERRY DRIVE, NASHVILLE, TN 37205 | PRESIDENT/DIRECTOR | 8 | $12,000 |
| RICHARD G MORGAN PO BOX 1017, PRINCETON, KY 42445 | VICE PRESIDENT/DIRECTOR | 1 | $0 |
| SHANE FORTNER 205 HOLLY LANE, PRINCETON, KY 42445 | SEC/TREAS/DIRECTOR | 2 | $0 |
| PAT HAYES 202 CHERRY LANE, PRINCETON, KY 42445 | DIRECTOR | 1 | $0 |
| RAYMOND GIANNINI 830 W MAIN STREET, PRINCETON, KY 42445 | DIRECTOR | 1 | $0 |
| DUANE MIKSCH 1216 MEADOWLARK CIRCLE, MANHATTAN, KS 66502 | DIRECTOR | 1 | $0 |
| KOTA YOUNG 521 HOPKINSVILLE ST, PRINCETON, KY 42445 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 773, PRINCETON, KY 42445-0773
- In care of
- % FAMILY FOUNDATION INC
- Signed the 990-PF
- SHANE FORTNER, TREASURER
- Phone
- (270) 963-0936
- Return prepared by
- BRUCE & COMPANY PSC
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
- 61-1310243
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $3,580,517
- Income (IRS master file)
- $1,191,519
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $241,448 | $216,349 | $3,580,517 | XML |
| 990-PF | December 2023 | $145,935 | $228,959 | $3,555,418 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 61-1310243).
Questions about ROBERT & EVELYN HEWLETT MORGAN FAMILY FOUNDATION INC
- What is the EIN of ROBERT & EVELYN HEWLETT MORGAN FAMILY FOUNDATION INC?
- The employer identification number (EIN) of ROBERT & EVELYN HEWLETT MORGAN FAMILY FOUNDATION INC is 61-1310243.
- Is ROBERT & EVELYN HEWLETT MORGAN FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to ROBERT & EVELYN HEWLETT MORGAN FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT & EVELYN HEWLETT MORGAN FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT & EVELYN HEWLETT MORGAN FAMILY 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 ROBERT & EVELYN HEWLETT MORGAN FAMILY 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 ROBERT & EVELYN HEWLETT MORGAN FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 8 people; 1 received compensation from the organization, the highest $12,000 (SUZANNE M REGEN, PRESIDENT/DIRECTOR).
- How much revenue does ROBERT & EVELYN HEWLETT MORGAN FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $241,448, expenses of $216,349 and total assets of $3,580,517 at year end.
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