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Charles L Morton & Lucile R Morton Charitable Foundation is a private corporation based in SAN JOSE, CA. The foundation received its IRS ruling in 1999. The principal officer is Charles L Morton Dir. It holds total assets of $395K. Annual income is reported at $26K. Total assets have grown from $269K in 2011 to $395K in 2024. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2017 to 2024. Grantmaking is concentrated in California. According to available records, Charles L Morton & Lucile R Morton Charitable Foundation has made 42 grants totaling $47K, with a median grant of $473.5. Annual giving has grown from $14K in 2021 to $18K in 2023. Individual grants have ranged from $216 to $6K, with an average award of $1K. The foundation has supported 14 unique organizations. Grant recipients are concentrated in California. Contributions to this foundation are tax-deductible.
Smallest Grant
$216
Median Grant
$447
Average Grant
$973
Largest Grant
$5K
Based on 14 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Charles L Morton & Lucile R Morton Charitable Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 42 grants. Its grantmaking reaches organizations primarily in CA.
Charles L Morton & Lucile R Morton Charitable Foundation has distributed a total of $47K across 42 grants. The median grant size is $473.5, with an average of $1K. Individual grants have ranged from $216 to $6K.
Charles L Morton & Lucile R Morton Charitable Foundation typically selects its grantees rather than accepting unsolicited proposals.
Charles L Morton & Lucile R Morton Charitable Foundation is headquartered in SAN JOSE, CA.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Scot C Morton | PRESIDENT | $0 | $0 | N/A |
| Faye Brackett | SECRETARY | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$395K
Fair Market Value
N/A
Net Worth
$395K
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
42
Total Giving
$47K
Average Grant
$1K
Median Grant
$473.5
Unique Recipients
14
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Canine Companions For IndependenceHEARING DOG PROGRAM | Santa Rosa, CA | $6K | 2023 |
| Santa Clara University Varsi HallSCHOLARSHIPS | Santa Clara, CA | $3K | 2023 |
| San Jose State Univ Off Of DevelopmentSCHOLARSHIPS | San Jose, CA | $3K | 2023 |
| Community Initiatives-PalomacyANIMAL RESCUE | San Francisco, CA | $2K | 2023 |
| Carriage & Western Art Museum Of SbSHOW HISTORY OF EARLY TRAVEL | Santa Barbara, CA | $1K | 2023 |
| California State University SacramentoSCHOLARSHIPS | Sacramento, CA | $920 | 2023 |
| St Francis High SchoolDEVELOPMENT | Mountain View, CA | $631 | 2023 |
| Martha'S KitchenFEEDING THE NEEDY | San Jose, CA | $412 | 2023 |
| St Justin Parish CommunityHELPING THE NEEDY& HANDICAPPED | Santa Clara, CA | $357 | 2023 |
| Kearns Memorial PoolWATER PROGRAM FOR DISABLED PEOPLE | Monterey, CA | $357 | 2023 |
| De Saisset Museum Santa Clara UnivEDUCATION PROJECTS | Santa Clara, CA | $357 | 2023 |
| Sunnyvale Community ServicesCOMMUNITY PROGRAMS | Sunnyvale, CA | $357 | 2023 |
| San Jose Uso 1661 Airport BlvdSUPPORT TROOPS | San Jose, CA | $348 | 2023 |
| De Saisset MuseumEDUCATION PROJECTS | Santa Clara, CA | $341 | 2023 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA