Nonprofit · EIN 25-6683715
MITCHELL AND HILARIE MORGAN FAMILY FOUNDATION TR
Also known as MITCHELL MORGAN TTEE
Tax-exempt · CONSHOHOCKEN, PA 19428
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $8,108,541 | $2,670,949 | $5,437,592 | $4,384,436 | $0 | $4,384,436 |
| December 31, 2024 | 990-PF | $537,573 | $9,461,568 | -$8,923,995 | $2,579,554 | $0 | $2,579,554 |
| December 31, 2023 | 990-PF | $10,828,410 | $1,459,078 | $9,369,332 | $11,503,549 | $0 | $11,503,549 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $4,534,283
- Dividends
- $52,929
- Interest
- $93
- Net gain from sales of assets
- $3,521,236
Expenses
- Grants and similar amounts paid
- $2,658,836
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,659,969
- Excise tax on investment income
- $49,666
Balance sheet and other
- Total assets, start of year
- $2,579,554
- Total assets, end of year
- $4,384,436
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,384,436
- Fair market value of assets
- $4,384,436
- Qualifying distributions
- $2,659,969
- Net investment income
- $3,574,258
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MITCHELL L MORGAN 227 WASHINGTON STREET, CONSHOHOCKEN, PA 19428 | CO-TRUSTEE | 1 | $0 |
| HILARIE L MORGAN 227 WASHINGTON STREET, CONSHOHOCKEN, PA 19428 | CO-TRUSTEE | 1 | $0 |
| JONATHAN MORGAN 227 WASHINGTON STREET, CONSHOHOCKEN, PA 19428 | CO-TRUSTEE | 1 | $0 |
| BRITTANY MORGAN KURZ 227 WASHINGTON STREET, CONSHOHOCKEN, PA 19428 | CO-TRUSTEE | 1 | $0 |
| JASON MORGAN 227 WASHINGTON STREET, CONSHOHOCKEN, PA 19428 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MITCHELL L MORGAN 227 WASHINGTON STREET, CONSHOHOCKEN, PA 19428 | CO-TRUSTEE | 1 | $0 |
| HILARIE L MORGAN 227 WASHINGTON STREET, CONSHOHOCKEN, PA 19428 | CO-TRUSTEE | 1 | $0 |
| JONATHAN MORGAN 227 WASHINGTON STREET, CONSHOHOCKEN, PA 19428 | CO-TRUSTEE | 1 | $0 |
| BRITTANY MORGAN KURZ 227 WASHINGTON STREET, CONSHOHOCKEN, PA 19428 | CO-TRUSTEE | 1 | $0 |
| JASON MORGAN 227 WASHINGTON STREET, CONSHOHOCKEN, PA 19428 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MITCHELL L MORGAN 160 CLUBHOUSE ROAD, KING OF PRUSSIA, PA 19406 | CO-TRUSTEE | 1 | $0 |
| HILARIE L MORGAN 160 CLUBHOUSE ROAD, KING OF PRUSSIA, PA 19406 | CO-TRUSTEE | 1 | $0 |
| JONATHAN MORGAN 160 CLUBHOUSE ROAD, KING OF PRUSSIA, PA 19406 | CO-TRUSTEE | 1 | $0 |
| BRITTANY MORGAN KURZ 160 CLUBHOUSE ROAD, KING OF PRUSSIA, PA 19406 | CO-TRUSTEE | 1 | $0 |
| JASON MORGAN 160 CLUBHOUSE ROAD, KING OF PRUSSIA, PA 19406 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 227 WASHINGTON STREET, CONSHOHOCKEN, PA 19428-2086
- In care of
- % BRUCE A ROSENFIELD
- Signed the 990-PF
- MITCHELL L MORGAN, CO-TRUSTEE
- Phone
- (610) 945-1510
- Return prepared by
- PWC US TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 25-6683715
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $4,384,436
- Income (IRS master file)
- $9,011,343
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $8,108,541 | $2,670,949 | $4,384,436 | IRS |
| 990-PF | December 2024 | $537,573 | $9,461,568 | $2,579,554 | IRS |
| 990-PF | December 2023 | $10,828,410 | $1,459,078 | $11,503,549 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 25-6683715).
Questions about MITCHELL AND HILARIE MORGAN FAMILY FOUNDATION TR
- What is the EIN of MITCHELL AND HILARIE MORGAN FAMILY FOUNDATION TR?
- The employer identification number (EIN) of MITCHELL AND HILARIE MORGAN FAMILY FOUNDATION TR is 25-6683715.
- Is MITCHELL AND HILARIE MORGAN FAMILY FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to MITCHELL AND HILARIE MORGAN FAMILY FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MITCHELL AND HILARIE MORGAN FAMILY FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MITCHELL AND HILARIE MORGAN FAMILY FOUNDATION TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MITCHELL AND HILARIE MORGAN FAMILY FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of MITCHELL AND HILARIE MORGAN FAMILY FOUNDATION TR?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does MITCHELL AND HILARIE MORGAN FAMILY FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $8,108,541, expenses of $2,670,949 and total assets of $4,384,436 at year end.
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