Private Foundation · FL · Philanthropy (NEC)
The Kenneth D Morgan Charitable Foundation Trust
Sarasota, FL · EIN 306404110 · Website (ProPublica) ↗ · 990s on ProPublica ↗
Assets
$359K
Total Giving
$120K
Grants on File
28
Average Grant
$4K
Giving Radius
Where The Kenneth D Morgan Charitable Foundation Trust Has Given
Section I
How to Apply
No application guidelines on file — check the foundation's website directly.
On Unsolicited Proposals no
Section IV
Recent Grants
| Recipient | Amount | Year |
|---|---|---|
| Sarasota, FL | $12K | 2020 |
| Vero Beach, FL | $2K | 2020 |
| Charlottesville, VA | $10K | 2020 |
| Charlottesville, VA | $250 | 2020 |
| Charlottesville, VA | $250 | 2021 |
| Vero Beach, FL | $5K | 2021 |
| Charlottesville, VA | $10K | 2021 |
| Sarasota, FL | $13K | 2021 |
| Charlottesville, VA | $6K | 2023 |
| Sarasota, FL | $2K | 2023 |
| Sarasota, FL | $6K | 2023 |
| Vero Beach, FL | $4K | 2023 |
| Charlottesville, VA | $250 | 2023 |
| Bloomfield, CT | $2K | 2023 |
| Vero Beach, FL | $2K | 2023 |
| Seattle, WA | $4K | 2023 |
| Troy, NY | $2K | 2023 |
| Vero Beach, FL | $4K | 2023 |
| Troy, NY | $2K | 2022 |
| Seattle, WA | $4K | 2022 |
| Sarasota, FL | $2K | 2022 |
| Vero Beach, FL | $2K | 2022 |
| Vero Beach, FL | $4K | 2022 |
| Bloomfield, CT | $2K | 2022 |
| Charlottesville, VA | $250 | 2022 |
Page 1 of 2 · 28 total
Section VI
Filing History
Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.
| Year | Total Assets | Qualifying Distributions | Total Revenue | Total Expenses |
|---|---|---|---|---|
| 2023 | $284K | $34K | $66K | $76K |
| 2022 | $294K | $32K | $35K | $81K |
| 2021 | $341K | $36K | $5K | $69K |
| 2020 | $405K | $28K | $112K | $49K |
| 2019 | $341K | $25K | $50K | $34K |
| 2015 | $185K | $12K | $5K | $11K |
| 2014 | $191K | $11K | $-392 | $5K |
| 2013 | $197K | — | $197K | — |
Section VII
Foundations Like This One
Similar in focus area, location, and asset size. Worth researching as part of the same campaign.