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Annual Giving
$500K
Grant Range
$10K – $5.0M

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.

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.

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

ACNC Financial History

YearGrants GivenRevenueTotal AssetsNet Assets
FY2023
$2.2M
$3.9M$36.7M$36.6M
FY2022
$1.8M
$23.1M$34.0M$34.0M
FY2021
$1.3M
$1.9M$14.2M$14.2M
FY2020
$2.0M
$2.3M$10.0M$10.0M
FY2019
$1.5M
$1.7M$11.9M$11.9M
FY2018
$607K
$1.2M$12.1M$12.0M
FY2017
$495K
$2.1M$11.2M$11.2M
7yr total$9.9MSource: ACNC Annual Information Statements

Focus Areas

artshealthcommunityhuman rights
Geographic
AU-NSWAU-QLDAU-SAAU-TASAU-VICAU-WA
Recipients
communitydisadvantagedrural remote

Financial Details

Source of Wealth
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.

Board & Leadership

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Bruce Wallis
director
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Hamish Dee
director
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Lisa SHAND
director
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Mark Davies
director
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Bronwyn Day
public officer
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Hemesh Laxman
secretary
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Linked from structured person roles rather than unstructured foundation summary text.

Data Sources

Profile quality: low
Foundation profile updated: 26 April 2026 (12 days ago)
Website pages scraped: 5
Added: 27 February 2026 (70 days ago)
View on ACNC Register →