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Also known as: CHARITABLE FOUNDATION
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James And Rebecca Morgan Charitable Foundation is a private corporation based in PALO ALTO, CA. The foundation received its IRS ruling in 2005. The principal officer is The Foundation. It holds total assets of $14.9M. Annual income is reported at $1.1M. Total assets have grown from $3.5M in 2011 to $16.7M in 2022. The foundation is governed by 3 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 2023. Grantmaking is concentrated in California. According to available records, James And Rebecca Morgan Charitable Foundation has made 76 grants totaling $6.9M, with a median grant of $50K. Annual giving has grown from $580K in 2021 to $4M in 2023. Individual grants have ranged from $500 to $1.3M, with an average award of $91K. The foundation has supported 49 unique organizations. The foundation primarily supports organizations in California, Vermont, New York, which account for 91% of all grants. Grantmaking reaches organizations across 7 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$500
Median Grant
$50K
Average Grant
$74K
Largest Grant
$410K
Based on 16 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.
James And Rebecca Morgan Charitable Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 76 grants. Its grantmaking reaches organizations primarily in CA, VT, NY.
James And Rebecca Morgan Charitable Foundation has distributed a total of $6.9M across 76 grants. The median grant size is $50K, with an average of $91K. Individual grants have ranged from $500 to $1.3M.
James And Rebecca Morgan Charitable Foundation typically selects its grantees rather than accepting unsolicited proposals.
James And Rebecca Morgan Charitable Foundation is headquartered in PALO ALTO, CA. While based in CA, the foundation distributes grants to organizations across 7 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Linda Verhulp | SECRETARY | $167K | $0 | $167K |
| Rebecca Morgan | PRESIDENT/CEO | $0 | $0 | N/A |
| James Morgan | CFO / CHAIRMAN | $0 | $0 | N/A |
Total Giving
$4.7M
Total Assets
$16.7M
Fair Market Value
$16.9M
Net Worth
$16.7M
Grants Paid
$4M
Contributions
$44K
Net Investment Income
$31K
Distribution Amount
$1.1M
Total: $3.9M
Total Grants
76
Total Giving
$6.9M
Average Grant
$91K
Median Grant
$50K
Unique Recipients
49
Most Common Grant
$50K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Monterey Bay AquariumPUBLIC CHARITY | Monterey, CA | $110K | 2023 |
| The Nature Conservancy - CaPUBLIC SUPPORT | San Jose, CA | $1.3M | 2023 |
| Planned Parenthood Mar MontePUBLIC CHARITY | San Jose, CA | $500K | 2023 |
| Common Sense MediaPUBLIC CHARITY | San Francisco, CA | $500K | 2023 |
| California ForwardPUBLIC CHARITY | Sacramento, CA | $350K | 2023 |
| Shine TogetherPUBLIC SUPPORT | Milipitas, CA | $350K | 2023 |
| Hartnell College FoundationPUBLE CHARITY | Salinas, CA | $150K | 2023 |
| Community InitiativesPUBLIC CHARITY | Oakland, CA | $100K | 2023 |
| Healthier Kids FoundationPUBLIC CHARITY | San Jose, CA | $84K | 2023 |
| Tower Fdn Of San Jose StatePUBLIC SUPPORT | San Jose, CA | $76K | 2023 |
| Bay Area Womens Sports InitiativePUBLIC CHARITY | San Jose, CA | $75K | 2023 |
| Creative LivesPUBLIC CHAIRTY | Thetford, VT | $73K | 2023 |
| Center For Excellence In NonprofitsPUBLIC CHARITY | Redwood City, CA | $58K | 2023 |
| Eastside College PreparatoryPUBLIC CHARITY | East Palo Alto, CA | $50K | 2023 |
| Women In Ca PoliticsPUBLIC CHARITY | Sacramento, CA | $50K | 2023 |
| Positive Coaching AlliancePUBLIC SUPPORT | Oakland, CA | $50K | 2023 |
| Tides FoundationPUBLIC SUPPORT | San Francisco, CA | $30K | 2023 |
| Alf Silicon ValleyPUBLIC CHARITY | San Jose, CA | $25K | 2023 |
| Los Altos Mountain View Community FdnPUBLIC FOUNDATION | Los Altos Hills, CA | $25K | 2023 |
| Foothill De Anza FoundationPUBLIC CHARITY | Los Altos Hills, CA | $8K | 2023 |
| Women'S Sports FoundationPUBLIC CHARITY | New York, NY | $7K | 2023 |
| Naral Pro-Choice America FdnPUBLIC CHARITY | Washington Dc, DC | $5K | 2023 |
| Association Of Fundraising ProfessionalsPUBLIC CHARITY | Arlington, VA | $4K | 2023 |
| AvenidasPUBLIC CHARITY | Palo Alto, CA | $3K | 2023 |
| Social Venture Partners Of SacramentoPUBLIC SUPPORT | El Dorado Hills, CA | $3K | 2023 |
| The Nature ConservancyPUBLIC CHARITY | San Francisco, CA | $410K | 2022 |
| CalmattersPUBLIC CHARITY | Sacramento, CA | $175K | 2022 |
| Feather Land TrustPUBLIC CHARITY | Quincy, CA | $100K | 2022 |
| Teen SuccessPUBLIC CHARITY | Milpitas, CA | $50K | 2022 |
| Ca Council On Science & TechnologyPUBLIC CHARITY | Sacramento, CA | $50K | 2022 |
| Ca Charter School AssociatesPUBLIC CHARITY | Los Angeles, CA | $50K | 2022 |
| Plumas Crisis InterventionPUBLIC CHARITY | Quincy, CA | $25K | 2022 |
| Presido Performing ArtsPUBLE CHARITY | San Francisco, CA | $25K | 2022 |
| Noral Pro-Choice FoundationPUBLIC CHARITY | Washington Dc, DC | $10K | 2022 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA