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Also known as: FAMILY FOUNDATION
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Mitchell And Hilarie Morgan Family Foundation Trust is a private trust based in CONSHOHOCKEN, PA. The foundation received its IRS ruling in 2000. The principal officer is Bruce A Rosenfield. It holds total assets of $4.4M. Annual income is reported at $9M. Total assets have grown from $43K in 2011 to $11.5M in 2023. The foundation is governed by 5 officers and trustees. Foundation is not engaged in any direct charitable activities. It provides grants and contributions to charitable organizations. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. According to available records, Mitchell And Hilarie Morgan Family Foundation Trust has made 3 grants totaling $1.6M, with a median grant of $506K. Annual giving has decreased from $720K in 2020 to $409K in 2022. Individual grants have ranged from $409K to $720K, with an average award of $545K. Grant recipients are concentrated in Pennsylvania. Contributions to this foundation are tax-deductible.
Foundation is not engaged in any direct charitable activities. It provides grants and contributions to charitable organizations
Foundation is not engaged in any direct charitable activities. It provides grants and contributions to charitable organizations. Based on available records, the foundation has funded 3 grants. Its grantmaking reaches organizations primarily in PA.
Mitchell And Hilarie Morgan Family Foundation Trust has distributed a total of $1.6M across 3 grants. The median grant size is $506K, with an average of $545K. Individual grants have ranged from $409K to $720K.
Mitchell And Hilarie Morgan Family Foundation Trust typically selects its grantees rather than accepting unsolicited proposals.
Mitchell And Hilarie Morgan Family Foundation Trust is headquartered in CONSHOHOCKEN, PA.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Mitchell L Morgan | CO-TRUSTEE | $0 | $0 | N/A |
| Hilarie L Morgan | CO-TRUSTEE | $0 | $0 | N/A |
| Jonathan Morgan | CO-TRUSTEE | $0 | $0 | N/A |
| Brittany Morgan Kurz | CO-TRUSTEE | $0 | $0 | N/A |
| Jason Morgan | CO-TRUSTEE | $0 | $0 | N/A |
Total Giving
$1.5M
Total Assets
$11.5M
Fair Market Value
$11.5M
Net Worth
$11.5M
Grants Paid
$1.5M
Contributions
$410K
Net Investment Income
$12.2M
Distribution Amount
$420K
Total Grants
3
Total Giving
$1.6M
Average Grant
$545K
Median Grant
$506K
Unique Recipients
1
Most Common Grant
$720K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| See Schedule AttachedGENERAL PURPOSE | King Of Prussia, PA | $409K | 2022 |
WEST CONSHOHOCKEN, PA
LIGONIER, PA
PITTSBURGH, PA