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Nonprofit · EIN 91-2081052

MORGAN FAMILY FOUNDATION INC

Tax-exempt · PLEASANTON, CA 94588

Financials

$80K$586K2023$66K$587K2024
Revenue Expenses · by fiscal year end
Financials of MORGAN FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$66,169$586,743-$520,574$1,787,183$27,450$1,759,733
December 31, 2023990-PF$79,851$585,785-$505,934$2,003,693$26,086$1,977,608
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$36,420
Net gain from sales of assets
$29,749

Expenses

Grants and similar amounts paid
$366,730
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$138,558
Disbursements for charitable purposes
$574,121
Excise tax on investment income
$2,284

Balance sheet and other

Total assets, start of year
$2,003,693
Total assets, end of year
$1,787,183
Total liabilities, end of year
$27,450
Net assets, end of year
$1,759,733
Fair market value of assets
$1,787,183
Qualifying distributions
$574,121
Net investment income
$177,174

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
KILE MORGAN JR
5020 Franklin Drive Ste 200, Pleasanton, CA 94588
PRESIDENT0$0
JUDY L MORGAN
5020 Franklin Drive Ste 200, Pleasanton, CA 94588
VICE PRESIDENT0$0
LINDA F MORASCH
5020 Franklin Drive Ste 200, Pleasanton, CA 94588
SECRETARY/TREASURER0$0
Loree D Durham
5020 Franklin Drive Ste 200, Pleasanton, CA 94588
Executive Director0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
KILE MORGAN JR
5020 Franklin Drive Ste 200, Pleasanton, CA 94588
PRESIDENT5$0
JUDY L MORGAN
5020 Franklin Drive Ste 200, Pleasanton, CA 94588
VICE PRESIDENT1$0
LINDA F MORASCH
5020 Franklin Drive Ste 200, Pleasanton, CA 94588
SECRETARY/TREASURER1$0
Loree D Durham
5020 Franklin Drive Ste 200, Pleasanton, CA 94588
Executive Director1$0

Address and contacts

Address (IRS master file)
5020 FRANKLIN DRIVE STE 200, PLEASANTON, CA 94588-3354
In care of
% LINDA MORASCH
Signed the 990-PF
Linda Morasch, SECRETARY/TREASURER
Phone
(925) 683-1211
Return prepared by
KRUTILLA & ASSOCIATES INC

California records

California keeps its own records of charities and corporations. Search them by EIN 91-2081052 or by the name MORGAN FAMILY FOUNDATION INC.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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
91-2081052
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible
No
Exempt since
2001
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,787,183
Income (IRS master file)
$600,930

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$66,169$586,743$1,787,183IRS
990-PFDecember 2023$79,851$585,785$2,003,693XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 91-2081052).

Questions about MORGAN FAMILY FOUNDATION INC

What is the EIN of MORGAN FAMILY FOUNDATION INC?
The employer identification number (EIN) of MORGAN FAMILY FOUNDATION INC is 91-2081052.
Is MORGAN FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to MORGAN FAMILY FOUNDATION INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does MORGAN FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of 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 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 MORGAN FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does MORGAN FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $66,169, expenses of $586,743 and total assets of $1,787,183 at year end.

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