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· Private foundation

Morgan Family Foundation Inc

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$465k
Granted FY2022
27
Grants FY2022
5
States reached
$75k
Largest
01What it funds
0188% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Youth Development$398kEducation$195kHealth$50kPhilanthropy$36kCrime & Legal$35kHousing & Shelter$28kPublic Benefit$22kRecreation & Sports$17kOther$0
02FY2022 · 27 grants

Where the money goes

Grants by size, and the largest recipients.

How this is measured
The 27 grants below total $297,502, the rows itemized in this filing. The $464,996 headline is the total grant expense on the return; the other $167,494 is giving the schedule does not break out (grants under the $5,000 itemization floor, grants to individuals, grants on other schedules). Every figure below describes the itemized rows only.

By grant size · FY2022

  • Under $10k18 grants · $58k
  • $10k–50k8 grants · $165k
  • $50k–250k1 grant · $75k
$4,002
Median grant
5
States reached
$1.8M
Total assets
Largest grants
RecipientAmount
Boys & Girls Club of SD$75,000
Naval Postgraduate School Foun$45,000
Boys & Girls Club of Monterey$30,000
Naval Postgraduate School Fou$25,000
Future Citizens Foundation$20,000
Mariucci Family Foundation$15,000
Alzheimers Association$10,000
Buffs 4 Life Foundation$10,000
Madden Charities$10,000
The Morse Foundation$5,000
Calif. Homebuilding Foundation$5,000
Home Aid Northern California$5,000
Pacific Legal foundation$5,000
The SUHI Foundation$4,002
National City Chamber of Commerce$3,500
02Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

76%of every dollar goes to organizations it has funded before.
$636k · 19 repeat orgs$202k to everyone else

19 repeat relationships: 18 still active in FY2022, 1 since wound down; 9 grantees were first funded in FY2022 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

19
29

Total granted

$636k
$124k

Median revenue growth · since first grant

+33%
+55%

Still filing today

42%
34%

New vs renewed · share of each year

In FY2022, 74% of grant dollars renewed an existing relationship; $78k went to new ones.

50%100%’17’20’21’22
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’20’21’22
EducationHealthAnimalsPhilanthropyYouth DevelopmentCrime & LegalOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • BG
    Boys & Girls Clubs of Monterey County
    4× · 2017–2022 · $135k · revenue +33%
  • PL
    Pacific Legal Foundation
    3× · 2017–2022 · $35k · revenue +136%
  • TS
    The SUHI Foundation
    2× · 2021–2022 · $7k · revenue +96%

Funded once

  • CH
    California Homebuilding Foundation
    one grant, 2020 · $24k · revenue -39%
  • FC
    Futures Citizens Foundation
    one grant, 2020 · $20k
  • MF
    Martucci Family Foundation
    one grant, 2021 · $15k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

03Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Summit Bank Foundation

To garner funds in support of research at the UCSF Helen Diller Comprehensive Cancer Research Center. To aid doctors in finding a cure and provide financial assistance for innovation and progressive research. To provide scholarships to…

Philanthropy
2
Foundation of California State University Monterey Bay

To further the scientific, literary, educational and charitable purposes of california state university, monterey bay, including fundraising, development, endowment management, financial assistance, public relations and other support.

Education
3
Uc Santa Cruz Foundation

To benefit the university of california santa cruz.

Education
4
Ucsf Foundation Investment Company

The organization provides professional investment management services for endowed gifts and financial assets entrusted to the ucsf foundation.

Education
5
Ucsf Health Medical Foundation

See schedule othe mission of ucsf health medical foundation is threefold: 1) to establish, operate and maintain medical clinics for the provision of healthcare services in california; 2) to promote health by providing, coordinating,…

Health
6
University of California Irvine Foundation

The mission of the university of california, irvine foundation (uc irvine foundation) is to raise and manage private funds to support uc irvine's broader mission of excellence in teaching, research and public service. to this end, the uc…

Education
7
Monterey Bay Aquarium Research Institute
—
8
Uc Santa Barbara Foundation

The uc santa barbara foundation actively works to further the goals of the university of california, santa barbara. the foundation seeks to maintain and nurture the university's quality and distinction. on behalf of the campus, the…

Education
9
The Drg Foundation

The organization is dedicated to providing financial support to Bay Area students who are passionate about academics, athletics, and the arts. The DRG Foundation provides grants to Marin Catholic High School in Marin, California, Santa…

Unclassified
10
Uc Law Sf Foundation

To advance the academic and reputational success of uc college of the law, san francisco ("the college") through collaborative and impactful fundraising initiatives.

Education
11
Sutter Bay Medical Foundation

Mission statement: mission: caring for our patients first and our people always. vision: to be the most comprehensive, integrated and connected health system for getting and staying well. values: excellence - we deliver high-quality,…

Health
12
University of California San Francisco Foundation

Organization's mission ====================== the university of california, san francisco(ucsf) is among the world's leading universities dedicated to advancing health worldwide through biomedical research, graduate-level education in the…

Education
How this is measured
The grantee most central to the portfolio’s shape is Boys & Girls Clubs of Greater San Diego; the most unlike its peers is Friends of the Sea Otter. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
03the grantee network

22 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 22 of the 57 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
22/22
Grantees still filing
13/22
Grew since first funded

Where the money sits, by cause and then by grantee

Boys & Girls Club of SD: $240,000 · OtherBoys & Girls Club of SDNaval Postgraduate School Foun: $85,000 · OtherNaval Postgraduate School FounNaval Postgraduate School Fou: $25,000 · OtherFutures Citizens Foundation: $20,000 · OtherAlzheimers Association: $20,000 · Other+38 more: $147,000 · Other+38 moreBoys & Girls Clubs of Monterey County: $135,000 · Youth DevelopmentBoys & Girls Clubs …BOYS & GIRLS CLUBS OF GREATER SAN DIEGO: $10,000 · Youth DevelopmentBOYS & GIRLS CLUBS …California Homebuilding Foundation: $24,000 · EducationOAKLAND-ALAMEDA COUNTY COLISEUM FOUNDATION: $10,000 · EducationUNIVERSITY OF COLORADO FOUNDATION: $7,000 · EducationThe SUHI Foundation: $6,551 · EducationFUTURE CITIZENS FOUNDATION DBA THE FIRST TEE OF MONTEREY COUNTY: $40,000 · Recreation & SportsPacific Legal Foundation: $35,000 · Crime & LegalMARIUCCI FAMILY FOUNDATION: $15,000 · PhilanthropyThe Morse Foundation: $5,000 · PhilanthropyTHE MORRIS MEMORIAL FOUNDATION: $5,000 · PhilanthropyANIMAL LEGAL DEFENSE FUND INC: $5,000 · AnimalsHumane World for Animals Inc: $2,000 · AnimalsValley Humane SocietyInc: $500 · Animals
Other$537,000Youth Development$145,000Education$47,551Recreation & Sports$40,000Crime & Legal$35,000Philanthropy$25,000Animals$7,500

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetBoys & Girls Clubs of Monterey County: $135,000 over 4y, 0.8% of budgetFUTURE CITIZENS FOUNDATION DBA THE FIRST TEE OF MONTEREY COUNTY: $40,000 over 2y, 0.5% of budgetPacific Legal Foundation: $35,000 over 3y, 0.2% of budgetCalifornia Homebuilding Foundation: $24,000 over 1y, 0.8% of budgetMARIUCCI FAMILY FOUNDATION: $15,000 over 1y, 2.7% of budgetBOYS & GIRLS CLUBS OF GREATER SAN DIEGO: $10,000 over 1y, 0.1% of budgetOAKLAND-ALAMEDA COUNTY COLISEUM FOUNDATION: $10,000 over 1y, 5.3% of budgetMADDEN CHARITIES: $10,000 over 1y, 0.8% of budgetUNIVERSITY OF COLORADO FOUNDATION: $7,000 over 2y, 0.0% of budgetThe SUHI Foundation: $6,551 over 2y, 2.0% of budgetTHE NATIONAL CITY CHAMBER OF COMMERCE: $6,000 over 2y, 0.9% of budgetANIMAL LEGAL DEFENSE FUND INC: $5,000 over 1y, 0.0% of budgetThe Morse Foundation: $5,000 over 1y, 1.6% of budgetTHE MORRIS MEMORIAL FOUNDATION: $5,000 over 2y, 3.6% of budgetST JUDE CHILDREN'S RESEARCH HOSPITAL INC: $3,000 over 1y, 0.0% of budgetFriends of The Sea Otter: $2,500 over 1y, 2.7% of budgetMONTAGE HEALTH FOUNDATION: $2,000 over 1y, 0.0% of budgetHumane World for Animals Inc: $2,000 over 1y, 0.0% of budgetGUIDE DOGS FOR THE BLIND INC: $1,000 over 2y, 0.0% of budgetMONTAGE HEALTH: $1,000 over 1y, 0.0% of budgetValley Humane SocietyInc: $500 over 1y, 0.1% of budgetEPILEPSY FOUNDATION OF AMERICA: $500 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds Boys & Girls Clubs of Monterey County ↗
  • Who funds FUTURE CITIZENS FOUNDATION DBA THE FIRST TEE OF MONTEREY COUNTY ↗
  • Who funds Pacific Legal Foundation ↗
  • Who funds California Homebuilding Foundation ↗
  • Who funds MARIUCCI FAMILY FOUNDATION ↗
  • Who funds BOYS & GIRLS CLUBS OF GREATER SAN DIEGO ↗
  • Who funds OAKLAND-ALAMEDA COUNTY COLISEUM FOUNDATION ↗
  • Who funds MADDEN CHARITIES ↗
  • Who funds UNIVERSITY OF COLORADO FOUNDATION ↗
  • Who funds The SUHI Foundation ↗
  • Who funds THE NATIONAL CITY CHAMBER OF COMMERCE ↗
  • Who funds ANIMAL LEGAL DEFENSE FUND INC ↗
  • Who funds The Morse Foundation ↗
  • Who funds THE MORRIS MEMORIAL FOUNDATION ↗
  • Who funds ST JUDE CHILDREN'S RESEARCH HOSPITAL INC ↗
  • Who funds Friends of The Sea Otter ↗
  • Who funds MONTAGE HEALTH FOUNDATION ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Silicon Valley Community FoundationCA10.9× affinity4 shared granteesties to 9 of 9Hover any node to trace its alignments.Compare side by side →

Open a dossier: Silicon Valley Community Foundation · American Endowment Foundation · Morgan Stanley Global Impact Funding Trust Inc · National Philanthropic Trust · The Bank of America Charitable Foundation Inc · Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.
04Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Morgan Family Foundation Inc?

Find your warmest path to Morgan Family Foundation Inc through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 57 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2022, released 2022. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Possibly out of date. A more recent filing (FY2024) is on record and reports $367k of grant expense with no grantee named in the published copy. A private foundation itemizes every grant it makes, so a return carrying none has filed its list as an attachment that the public copy does not include. The figures above are therefore from FY2022, the most recent year this funder’s grantee list reached the public record.

Source object · view filing

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