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The Trustee For Morgans Foundation Trust

FoundationRegistryABN 29287581394QLD
Relationships
37
Data Sources
2
Revenue
$3.9M
Tax Payable
Preview
Data as of: 17 June 2026
Found in 2 systemsACNC CharitiesFoundations

Giving Philosophy

Morgans Foundation operates on a philosophy of sustained, collective impact through deep community engagement. Rather than transactional grant-making, the foundation builds authentic, personal relationships with charities where Morgans staff members are deeply connected. Their approach empowers local branches to nominate and support charities, creating genuine partnerships that go beyond writing cheques to include hands-on volunteering, fundraising event participation, and pro-bono professional advice for individuals facing financial hardship.

Wealth Source:Morgans Financial Limited, established in 1970, is one of Australia's oldest and largest independent stockbroking and wealth management firms with branches across the country. The foundation's wealth derives from the financial services and wealth management revenue of its parent company.

Tips for Applicants

Morgans Foundation prioritises employee engagement and local branch connections. Strong applications will demonstrate how the charity can engage Morgans staff through volunteering, fundraising events, or workplace giving. The foundation shows particular interest in organisations where employees have existing personal ties. Grant amounts appear modest relative to cumulative giving, suggesting a breadth-over-depth approach supporting many organisations at smaller levels. Contact your local Morgans branch directly to express interest as branch nominations appear central to their selection process.

Notable Grants

  • $9m donated to Big Dry Friday (cumulative)
  • Scholarship to QUT Learning Potential Fund for finance students from regional/rural/remote communities
  • Ongoing support for Lady Musgrave Trust for homeless Queensland women
  • Step Up for NF fundraising challenge for Children's Tumour Foundation
  • Brisbane Broncos Foundation partnership

Financial History (7 years)

YearRevenueExpensesAssetsSurplus
2023$3.9M$2.2M$36.7M$1.7M
2022$23.1M$1.8M$34.0M$21.4M
2021$1.9M$1.3M$14.2M$639K
2020$2.3M$2.0M$10.0M$278K
2019$1.7M$1.5M$11.9M$122K
2018$1.2M$615K$12.1M$565K
2017$2.1M$502K$11.2M$1.6M
0
Grants Given (AU)
$2.2M
0
Volunteers
10
Donations Received
$2.2M

Community Evidence

External Evidence

Identity

GS ID
AU-ABN-29287581394
ABN
29287581394
Sector
arts
Financial Year
2023

Focus Areas

Themes
artshealthcommunityhuman_rights
Geography
AU-NSWAU-QLDAU-SAAU-TASAU-VICAU-WA
Target Recipients
communitydisadvantagedrural_remote
Purposes
Animal WelfareCultureHealthHuman RightsSocial Welfare
Beneficiaries
OverseasFamiliesFinancially DisadvantagedGeneral CommunityRural & RemoteAnimals

Board & Leadership (14)

Financials

Revenue
$3.9M
Assets
$36.7M

Method

Match Confidence
registry
Cross-references
2 datasets
Match Key
ABN
Relationships
37

Matched by Australian Business Number (ABN) — high confidence. This entity was found across multiple government datasets using the same ABN.

Data Sources

ACNCFoundations

JusticeHub

External Link

This entity is also tracked in JusticeHub with 0 interventions and 0 evidence records.

External ecosystem profile linked from GrantScope for additional context. JusticeHub content is maintained separately.

View on JusticeHub

Location Intelligence

Postcode
4001
Locality
Brisbane City
LGA
Ipswich
SA2 Region
Brisbane City
Entities in Area
42
View on Power Map