Dave and Wendy Morgan Foundation

Private foundation · EIN 85-2477960 · since 2021dave-and-wendy-morgan-foundation.ueniweb.com·Arizona, Montana, Texas, Utah, Washington·Updated 13 October 2026

At a glance

$1.4M
Annual giving, 2025 tax year
From the Form 990-PF filing
$5,000 to $100k
Grant range
From grants in the 990-PF filings
$30,500
Typical grant (median)
28 grants in the latest filing
Invitation only
Unsolicited applications are not accepted

This funder does not accept unsolicited applications. The foundation chooses the organisations it funds itself.

Key takeaways

  • The foundation's stated mission is to fund charitable organisations promoting activities that help people help themselves, and its filing lists self-reliance as a theme, so work built around that aim fits its stated purpose.
  • Half of its 80 grants to organisations across the three most recent filings were $25,000 or less, and about 8 in 10 fell between $5,000 and $100,000, so a modest request in that range is a realistic size, though its largest grant was $170,000, so that band is not a ceiling.
  • The filing says it does not accept unsolicited requests and works by invitation only, so a cold application is unlikely to be considered; a grant writer should build a relationship first and, if invited, show how funds can reach a specific recipient or end-user as closely as possible, and for food needs, fund the supplier.
  • Repeat giving is strong, with 76% of its grant dollars to organisations going to groups it had also funded in earlier filings, so existing ties carry weight, though this does not stop an organisation new to the foundation from making contact.
  • Its geographic focus is not stated; the filings show grants mainly in Montana, Texas, Arizona, Utah and Washington, which is a pattern in its giving, not a rule about who may apply.

Overview

Dave and Wendy Morgan Foundation is a US private foundation based in Ogden, UT.

What they fund

Profile derived from the foundation's IRS Form 990-PF filings (TY2025, TY2024, TY2023) and its website, with every statement checked against those sources. Sources read on 7 October 2026.

Priority Areas

The foundation describes itself as broad-based and says its mission is to provide funds to charitable organisations promoting activities that help people help themselves. It says its selections are based on its changing history of actual giving, with no fixed criteria by state, region or country. Examples of its early contributions include support for the Blackfeet Nation in Montana, water wells in Uganda and tuition assistance for wounded veterans. In selecting charities, it considers whether they can direct funds as close as possible to a specific recipient or end-user. For food needs, it prefers funding the supplier rather than the charity's general fund.

Themes

  • Self-reliance

Geographic Focus

No geographic focus is stated; the filings show grants mainly in Montana, Texas, Arizona, Utah and Washington.

How to apply

The foundation states that it does not accept unsolicited requests.

Application success factors

  • Repeat giving: In its TY2025 filing, 76% of its grant dollars to organisations went to organisations it had also funded in its TY2023 or TY2024 filing.
  • Grant size: Across its TY2023, TY2024 and TY2025 filings, half of its 80 grants to organisations were $25,000 or less.

What the foundation says:

  • It prefers charities that allow funds to reach a specific recipient or end-user as closely as possible; for food needs, it prefers funding the supplier rather than the charity's general fund.

Where grants go

From grants to organisations in the foundation’s filings for tax years 2023–2025.

Grant dollars by state

Montana36%
Texas19%
Arizona14%
Utah14%
Washington7%
New York4%

4 other states: 5%

  • The largest single recipient received 13% of grant dollars to organisations.
  • In tax year 2025, 76% of grant dollars went to organisations Dave and Wendy Morgan Foundation had funded in earlier filings.
  • No grants were paid directly to organisations outside the US.
  • 2% of grant dollars went to intermediaries that regrant to other organisations.

Grants

28 grants in the latest filing analysed · median $30,500

How much do they typically give?

Share of 28 grants in tax year 2025 by size

$5k–$10k11%
$10k–$25k14%
$25k–$50k32%
$50k–$100k25%
$100k–$250k18%

Median $30,500 (tax year 2025)

The largest grants to organisations in the foundation’s latest filing:

  • Hope 4 Kids International · Fund projects a U Primary School
    $170,0002025 tax year
  • Stephen Siller Tunnel to Towers Foundation · Program Support
    $125,0002025 tax year
  • International Esperanza Project · Fund operations and current programs in Guatemala
    $100,0002025 tax year
  • FAST Blackfeet · Fund the food pantry
    $100,0002025 tax year
  • Child Bridge · Fund programs helping Montanas vunerable children
    $100,0002025 tax year
  • Blackfeet Community College · Commerical Drivers License Courses
    $90,0002025 tax year
  • Underdog Animal Rescue and Rehab · Indoor Dog Kennels
    $75,0002025 tax year
  • Frisco Family Services · Continued assistance for those in need in Frisco area
    $50,0002025 tax year

Grants to organisations listed in the foundation’s Form 990-PF filings. Grants to individuals are not shown.

Officers and directors

  • Karren Morgan — Secretary
  • Christopher Morgan — Treasurer / Executive Director
  • Wendy J Morgan — Vice President
  • Dave Morgan — President

From the latest Form 990-PF filing

3 years of tax filings

YearTotal expensesGrants paidAssetsFiling document
2023 tax year$987,479$843,500$19,289,570Filing for 2023 tax year
2024 tax year$1,203,201$998,500$34,415,094Filing for 2024 tax year
2025 tax year$1,606,483$1,355,000$37,247,393Filing for 2025 tax year

Figures from the foundation’s IRS Form 990-PF filings. Assets are at fair market value at year end. The document icon links to each year’s filing on ProPublica Nonprofit Explorer.

Sources

🎯 You've done the research. Now write an application they can't refuse.

Hinchilla combines funder's specific priorities with your organisation's past successful grants and AI analysis of what reviewers want to see.

✓

Data privacy and security by default

✓

Your organisation's past successful grants and experience

✓

AI analysis of what reviewers want to see

✓

A compelling draft application in 10 minutes instead of 10 hours

Spotted something that needs correcting? Let us know

Helpful Hinchilla

Applying to Dave and Wendy Morgan Foundation?

Hinchilla drafts your answers around this funder's priorities, using your organisation's own documents.

Start your 4-week free trial

No credit card required