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The Morgan Foundation Inc at a glance

· Private foundation

The Morgan Foundation Inc

Its FY2025 filing reports that it accepted unsolicited grant applications.

$17k
Granted FY2025still arriving
4
Grants FY2025still arriving
1
States reached
$10k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
0197% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Philanthropy$90kEducation$47kHuman Services$8kAnimals$3kHousing & Shelter$1kReligion$1kScience & Tech$1kHealth$280Other$0
02FY2025 · 4 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k3 grants · $7k
  • $10k–50k1 grant · $10k
$5,000
Median grant
1
States reached
$217k
Total assets
Largest grants
RecipientAmount
THE FRANK PHILLIPS FOUNDATION INC$10,000
OKLAHOMA WESLEYAN UNIVERSITY$5,000
FRIENDS OF FRANK PHILLIPS HOME INC$1,000
FAMILY YMCA OF BARTLESVILLE$1,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY23–25, $2k) land where the poverty rate runs at 14%, against an area that typically sits at 7%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 7%WASHINGTON COUNTY ELDER CARE INC: $500 → 14%FAMILY YMCA OF BARTLESVILLE: $1k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

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

88%of every dollar goes to organizations it has funded before.
$133k · 5 repeat orgs$18k to everyone else

Grantees it renews have grown median revenue +13% since the first grant, against 0% for those funded once.

5 repeat relationships: 3 still active in FY2025, 2 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

5
9

Total granted

$133k
$17k

Median revenue growth · since first grant

+13%
0%

Still filing today

80%
33%

New vs renewed · share of each year

In FY2025, 94% of grant dollars renewed an existing relationship; $1k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’17’18’19’20’21’22’23’24’25
Human ServicesEducationReligionPhilanthropyOther
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

  • OW
    OKLAHOMA WESLEYAN UNIVERSITY
    8× · 2017–2025 · $44k · revenue +13%
  • TF
    The Friends of Frank Phillips Home
    2× · 2022–2025 · $1k · revenue +12%
  • IM
    IMPACTO MINISTRY INC
    2× · 2020–2021 · $1k · revenue +122%

Funded once

  • Y
    YMCA
    one grant, 2017 · $6k
  • WF
    WOOLAROC FOUNDATION
    one grant, 2017 · $5k
  • WM
    WOOLAROC MUSEUM & WILDLIFE PRESERVE
    one grant, 2020 · $3k
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.

04Its 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
Franklin Home for the Aged dba Peabody Place
Housing & Shelter
2
Fred L Phillips Foundation
Philanthropy
3
The Stephen Phillips Memorial Scholarship Fund Inc
Education
4
Julie and Martin Franklin Family Foundation Inc
Philanthropy
5
Phillips Family Foundation
Philanthropy
6
Frank Melville Memorial Foundation
—
7
The John Dickson Home
—
8
The W B Carrell Memorial Clinic Shoulder and Elbow Foundation
—
9
The Home for the Aged
—
10
Stanley and Judith Frankel Family Foundation
Philanthropy
11
Frank & Marsha Martin Family Founda
Philanthropy
12
The Farmington Home for Aged People
—
How this is measured
The grantee most central to the portfolio’s shape is Family Ymca of Bartlesville; the most unlike its peers is The Friends of Frank Phillips Home. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

8 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. 8 of the 15 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)
2
Early backer (in before they grew)
8/8
Grantees still filing
4/8
Grew since first funded

Where the money sits, by cause and then by grantee

The Frank Phillips Foundation Inc: $84,590 · OtherThe Frank Phillips Foundation IncYMCA: $6,000 · OtherYMCAWOOLAROC FOUNDATION: $5,000 · Other+7 more: $8,530 · Other+7 moreOKLAHOMA WESLEYAN UNIVERSITY: $44,250 · EducationOKLAHOMA WESLEYAN UNIVERSITYFAMILY YMCA OF BARTLESVILLE: $1,000 · Human ServicesWASHINGTON COUNTY ELDER CARE INC: $500 · Human ServicesIMPACTO MINISTRY INC: $1,000 · ReligionBARTLESVILLE PUBLIC SCHOOLS FOUNDATION: $500 · Philanthropy
Other$104,120Education$44,250Human Services$1,500Religion$1,000Philanthropy$500

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

25%50%75%100%$1.0M$10Mgrantee revenue →↑ funder's share of their budgetThe Frank Phillips Foundation Inc: $84,590 over 9y, 0.6% of budgetOKLAHOMA WESLEYAN UNIVERSITY: $44,250 over 8y, 0.0% of budgetThe Friends of Frank Phillips Home: $1,250 over 2y, 0.1% of budgetFAMILY YMCA OF BARTLESVILLE: $1,000 over 1y, 0.0% of budgetIMPACTO MINISTRY INC: $1,000 over 2y, 0.1% of budgetWASHINGTON COUNTY ELDER CARE INC: $500 over 1y, 0.0% of budgetBARTLESVILLE PUBLIC SCHOOLS FOUNDATION: $500 over 1y, 0.2% of budgetTHE JOURNEY HOME INC: $280 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 The Frank Phillips Foundation Inc ↗
  • Who funds OKLAHOMA WESLEYAN UNIVERSITY ↗
  • Who funds The Friends of Frank Phillips Home ↗
  • Who funds FAMILY YMCA OF BARTLESVILLE ↗
  • Who funds IMPACTO MINISTRY INC ↗
  • Who funds WASHINGTON COUNTY ELDER CARE INC ↗
  • Who funds BARTLESVILLE PUBLIC SCHOOLS FOUNDATION ↗
  • Who funds THE JOURNEY HOME INC ↗

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.

Jeanalee and Charles …Lyon FoundationBartlesville Communit…Arvest FoundationAmerican Online Givin…Donor Advised Charita…Amazonsmile Foundation
Jeanalee and Charles Parsons FoundationOK15.8× affinity5 shared granteesties to 6 of 6Hover any node to trace its alignments.Compare side by side →

Open a dossier: Jeanalee and Charles Parsons Foundation · Lyon Foundation · Bartlesville Community Foundation · Arvest Foundation · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · 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.

How much its grantees rely on government

Each dot is one organization The Morgan Foundation Inc funds: left to right is the share of its income from government, bottom to top the share from The Morgan Foundation Inc. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 60%0%1%3%5%funder's share of their income ↑0%4%8%11%15%share of the org’s income from government →
    no gov moneyreceives it· size = income
    6get no government money at all
    2report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–15%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to The Morgan Foundation Inc?

    Find your warmest path to The Morgan 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 15 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 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Morgan’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home