The James And Rebecca Morgan | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The James And Rebecca Morgan. Data shown is extracted from Form 990-PF filings.

EIN: 20-2029688

Foundation Overview

Based in Los Altos, CA, The James And Rebecca Morgan has awarded 210 grants totaling $25,022,581 to organizations in California, Vermont and 11 other states across the US. Individual grants range from $100 to $1,293,600, with a median award of $50,000.

Latest Tax Year
2024
Total Giving (all years)
$25,022,581
Total Assets
$29,362,522
Median Grant (all grants)
$50,000

Latest Form 990-PF Snapshot

Total Grants
26
Median Grant
$100,000
% No Significant Change
0% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: May 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Growth-Minded: 65%

17 of 26 recipients (65%) were new grantees. Foundation actively seeks new partnerships to expand impact. Fresh approaches and innovative programs receive serious consideration.

Geographic Focus
California

77% of all grants are concentrated in California, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within California, funding concentrates in San Jose (25%), San Francisco (16%), Sacramento (12%).

Funding Trajectory
+872%

Strong 872% growth in annual giving over 8 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
Community Projects + General Purposes

Dual focus on community projects (56%) and general purposes, indicating strategic concentration in complementary program areas.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into The James And Rebecca Morgan's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Creative Lives $75,000 Thetford, VT, US Public Chairty 2024
Children Now $100,000 Oakland, CA, US Public Charity 2024
Nc State University Foundation $43,000 Raleigh, NC, US Public Charity 2024
Shine Together (Formerly Tsi) $100,000 Milpitas, CA, US Public Charity 2024
Bay Area Womens Sports Initiative $125,000 San Jose, CA, US Public Charity 2024
California Forward $300,000 Sacramento, CA, US Public Charity 2024
The Tech Museum $325,000 San Jose, CA, US Public Charity 2024
Common Sense Media $500,000 San Francisco, CA, US Public Charity 2024
Creatv San Jose $5,200 San Jose, CA, US Public Charity 2024
Hidden Villa $50,000 Los Altos Hills, CA, US Public Charity 2024
Monterey Bay Aquarium Foundation $100,000 Monterey, CA, US Public Charity 2024
The Better Angels Society $100,000 Washington, DC, US Public Charity 2024
Foothill Deanza Foundation $200,000 Los Altos, CA, US Puble Charity 2024
Grail Family Services $100,000 San Jose, CA, US Public Charity 2024
Upwards Scholars $100,000 Redwood City, CA, US Public Foundation 2024
The Nature Conservancy $975,000 San Francisco, CA, US Public Charity 2024
San Jose State University $100,000 San Jose, CA, US Public Support 2024
Feather River Land Trust $150,000 Qunicy, CA, US Public Charity 2024
Fidelity Daf - Jm $1,000,000 Covington, KY, US Public Charity 2024
National Philanthropic Trust - Mf $1,000,000 Jenkintown, PA, US Public Charity 2024
Lucile Packard Foundation For Children's Health $10,000 Palo Alto, CA, US Public Charity 2024
Crtwc Community Initiatives $200,000 Not Provided, CA, US Public Charity 2024
Santa Clara University $333,334 Santa Clara, CA, US Public Charity 2024
American Leadership Forum $25,000 San Jose, CA, US Public Charity 2024
East Palo Alto Tennis & Tutoring $10,000 East Palo Alto, CA, US Public Charity 2024
Healthier Kids Foundation $100,000 San Jose, CA, US Public Charity 2024
Bring Me A Book - Franklin $25,000 Apalachicola, FL, US Public Charity 2023
Creative Lives $30,000 Thetford, VT, US Public Chairty 2023
Child Advocates $2,500 Houston, TX, US Public Charity 2023
Educare Calif At Silicon Valley $50,000 San Jose, CA, US Public Charity 2023
Nc State College Of Science Fdn $43,000 Raleigh, NC, US Public Charity 2023
Shine Together (Formerly Tsi) $100,000 Milpitas, CA, US Public Charity 2023
Bay Area Womens Sports Initiative $100,000 San Jose, CA, US Public Charity 2023
California Forward $250,000 Sacramento, CA, US Public Charity 2023
The Tech Museum $475,000 San Jose, CA, US Public Charity 2023
Common Sense Media $500,000 San Francisco, CA, US Public Charity 2023
Community Initiatives $100,000 Oakland, CA, US Public Charity 2023
The Tides Foundation $50,000 San Francisco, CA, US Public Charity 2023
Women In Ca Politics $25,000 Sacramento, CA, US Public Charity 2023
Tower Foundation Of San Jose State $76,000 San Jose, CA, US Public Charity 2023
Hartnell College Foundation $150,000 Salinas, CA, US Puble Charity 2023
Healthier Kids Foundation $232,500 San Jose, CA, US Public Charity 2023
Upwards Scholars $100,000 Redwood City, CA, US Public Foundation 2023
The Nature Conservancy - Ca $146,000 San Francisco, CA, US Public Charity 2023
Theatre Works $500,000 Mountain View, CA, US Public Support 2023
Bring Me A Book - Franklin $25,000 Apalachicola, FL, US Public Charity 2023
Creative Lives $30,000 Thetford, VT, US Public Chairty 2023
Child Advocates $2,500 Houston, TX, US Public Charity 2023
Educare Calif At Silicon Valley $50,000 San Jose, CA, US Public Charity 2023
Nc State College Of Science Fdn $43,000 Raleigh, NC, US Public Charity 2023
Shine Together (Formerly Tsi) $100,000 Milpitas, CA, US Public Charity 2023
Bay Area Womens Sports Initiative $100,000 San Jose, CA, US Public Charity 2023
California Forward $250,000 Sacramento, CA, US Public Charity 2023
The Tech Museum $475,000 San Jose, CA, US Public Charity 2023
Common Sense Media $500,000 San Francisco, CA, US Public Charity 2023
Community Initiatives $100,000 Oakland, CA, US Public Charity 2023
The Tides Foundation $50,000 San Francisco, CA, US Public Charity 2023
Women In Ca Politics $25,000 Sacramento, CA, US Public Charity 2023
Tower Foundation Of San Jose State $76,000 San Jose, CA, US Public Charity 2023
Hartnell College Foundation $150,000 Salinas, CA, US Puble Charity 2023
Healthier Kids Foundation $232,500 San Jose, CA, US Public Charity 2023
Upwards Scholars $100,000 Redwood City, CA, US Public Foundation 2023
The Nature Conservancy - Ca $146,000 San Francisco, CA, US Public Charity 2023
Theatre Works $500,000 Mountain View, CA, US Public Support 2023
Association Of Fundraising Professionals $4,000 Arlington, VA, US Public Charity 2022
Creative Lives $72,500 Thetford, VT, US Public Chairty 2022
Alf Silicon Valley $25,000 San Jose, CA, US Public Charity 2022
Planned Parenthood Mar Monte $500,000 San Jose, CA, US Public Charity 2022
Avenidas $2,500 Palo Alto, CA, US Public Charity 2022
Women's Sports Foundation $6,525 New York, NY, US Public Charity 2022
Bay Area Womens Sports Initiative $75,000 San Jose, CA, US Public Charity 2022
California Forward $350,000 Sacramento, CA, US Public Charity 2022
Center For Excellence In Nonprofits $57,625 Redwood City, CA, US Public Charity 2022
Common Sense Media $500,000 San Francisco, CA, US Public Charity 2022
Community Initiatives $100,000 Oakland, CA, US Public Charity 2022
Eastside College Preparatory $50,000 East Palo Alto, CA, US Public Charity 2022
Women In Ca Politics $50,000 Sacramento, CA, US Public Charity 2022
Foothill De Anza Foundation $7,500 Los Altos Hills, CA, US Public Charity 2022
Hartnell College Foundation $150,000 Salinas, CA, US Puble Charity 2022
Healthier Kids Foundation $83,500 San Jose, CA, US Public Charity 2022
Los Altos Mountain View Community Fdn $25,000 Los Altos Hills, CA, US Public Foundation 2022
Monterey Bay Aquarium $110,000 Monterey, CA, US Public Charity 2022
Naral Pro-choice America Fdn $5,000 Washington Dc, DC, US Public Charity 2022
Positive Coaching Alliance $50,000 Oakland, CA, US Public Support 2022
Shine Together $350,000 Milipitas, CA, US Public Support 2022
Social Venture Partners Of Sacramento $2,500 El Dorado Hills, CA, US Public Support 2022
The Nature Conservancy - Ca $1,293,600 San Jose, CA, US Public Support 2022
Tides Foundation $30,000 San Francisco, CA, US Public Support 2022
Tower Fdn Of San Jose State $76,000 San Jose, CA, US Public Support 2022
Association Of Fundraising Professionals $4,000 Arlington, VA, US Public Charity 2022
Creative Lives $72,500 Thetford, VT, US Public Chairty 2022
Alf Silicon Valley $25,000 San Jose, CA, US Public Charity 2022
Planned Parenthood Mar Monte $500,000 San Jose, CA, US Public Charity 2022
Avenidas $2,500 Palo Alto, CA, US Public Charity 2022
Women's Sports Foundation $6,525 New York, NY, US Public Charity 2022
Bay Area Womens Sports Initiative $75,000 San Jose, CA, US Public Charity 2022
California Forward $350,000 Sacramento, CA, US Public Charity 2022
Center For Excellence In Nonprofits $57,625 Redwood City, CA, US Public Charity 2022
Common Sense Media $500,000 San Francisco, CA, US Public Charity 2022
Community Initiatives $100,000 Oakland, CA, US Public Charity 2022
Eastside College Preparatory $50,000 East Palo Alto, CA, US Public Charity 2022
Women In Ca Politics $50,000 Sacramento, CA, US Public Charity 2022
Foothill De Anza Foundation $7,500 Los Altos Hills, CA, US Public Charity 2022
Hartnell College Foundation $150,000 Salinas, CA, US Puble Charity 2022
Healthier Kids Foundation $83,500 San Jose, CA, US Public Charity 2022
Los Altos Mountain View Community Fdn $25,000 Los Altos Hills, CA, US Public Foundation 2022
Monterey Bay Aquarium $110,000 Monterey, CA, US Public Charity 2022
Naral Pro-choice America Fdn $5,000 Washington Dc, DC, US Public Charity 2022
Positive Coaching Alliance $50,000 Oakland, CA, US Public Support 2022
Shine Together $350,000 Milipitas, CA, US Public Support 2022
Social Venture Partners Of Sacramento $2,500 El Dorado Hills, CA, US Public Support 2022
The Nature Conservancy - Ca $1,293,600 San Jose, CA, US Public Support 2022
Tides Foundation $30,000 San Francisco, CA, US Public Support 2022
Tower Fdn Of San Jose State $76,000 San Jose, CA, US Public Support 2022
Theatre Works $500 Mountain View, CA, US Public Charity 2021
Creative Lives $149,500 Thetford, VT, US Public Chairty 2021
Alf Silicon Valley $50,000 San Jose, CA, US Public Charity 2021
Feather Land Trust $100,000 Quincy, CA, US Public Charity 2021
Calmatters $175,000 Sacramento, CA, US Public Charity 2021
Women's Sports Foundation $25,000 New York, NY, US Public Charity 2021
Teen Success $50,000 Milpitas, CA, US Public Charity 2021
The Nature Conservancy $410,400 San Francisco, CA, US Public Charity 2021
Common Sense Media $50,000 San Francisco, CA, US Public Charity 2021
Ca Council On Science & Technology $50,000 Sacramento, CA, US Public Charity 2021
Ca Charter School Associates $50,000 Los Angeles, CA, US Public Charity 2021
Noral Pro-choice Foundation $10,000 Washington Dc, DC, US Public Charity 2021
Working Partnerships Usa $9,000 San Jose, CA, US Public Charity 2021
Los Altos Rotary Endownment $5,000 Los Altos, CA, US Public Charity 2021
Presido Performing Arts $25,000 San Francisco, CA, US Puble Charity 2021
Plumas Crisis Intervention $25,000 Quincy, CA, US Public Charity 2021
Theatre Works $500 Mountain View, CA, US Public Charity 2021
Creative Lives $149,500 Thetford, VT, US Public Chairty 2021
Alf Silicon Valley $50,000 San Jose, CA, US Public Charity 2021
Feather Land Trust $100,000 Quincy, CA, US Public Charity 2021
Calmatters $175,000 Sacramento, CA, US Public Charity 2021
Women's Sports Foundation $25,000 New York, NY, US Public Charity 2021
Teen Success $50,000 Milpitas, CA, US Public Charity 2021
The Nature Conservancy $410,400 San Francisco, CA, US Public Charity 2021
Common Sense Media $50,000 San Francisco, CA, US Public Charity 2021
Ca Council On Science & Technology $50,000 Sacramento, CA, US Public Charity 2021
Ca Charter School Associates $50,000 Los Angeles, CA, US Public Charity 2021
Noral Pro-choice Foundation $10,000 Washington Dc, DC, US Public Charity 2021
Working Partnerships Usa $9,000 San Jose, CA, US Public Charity 2021
Los Altos Rotary Endownment $5,000 Los Altos, CA, US Public Charity 2021
Presido Performing Arts $25,000 San Francisco, CA, US Puble Charity 2021
Plumas Crisis Intervention $25,000 Quincy, CA, US Public Charity 2021
Theatre Works $50,000 Mountain View, CA, US Public Charity 2020
Creative Lives $150,000 Thetford, VT, US Public Chairty 2020
Alf Silicon Valley $50,000 San Jose, CA, US Public Charity 2020
Planned Parenthood Mar Monte $50,000 San Jose, CA, US Public Charity 2020
Calmatters $50,000 Sacramento, CA, US Public Charity 2020
Women's Sports Foundation $25,000 New York, NY, US Public Charity 2020
Business Executives For National Security $25,000 Washington, DC, US Public Charity 2020
Stanford University $2,500 Stanford, CA, US Public Charity 2020
National Aphasia Assoc $10,000 Scarsdale, NY, US Public Charity 2020
Hoover Institute $5,000 Stanford, CA, US Public Charity 2020
Glaucoma Research Fdn $10,000 San Francisco, CA, US Public Charity 2020
Computer History Museum $25,000 Mountain View, CA, US Public Charity 2020
Women In Ca Politics $50,000 Sacramento, CA, US Public Charity 2020
Accion $5,000 Cambridge, MA, US Public Charity 2020
Bring Me A Book Fdn $15,000 Redwood City, CA, US Puble Charity 2020
Cpmc Fdn $1,000 San Francisco, CA, US Public Charity 2020
Alzheimers Assoc $5,000 San Jose, CA, US Public Foundation 2020
University Of Co $1,000 Denver, CO, US Public Charity 2020
Ca Council On Science $50,000 Sacramento, CA, US Public Charity 2020
Stanford University $5,000 Stanford, CA, US Public Charity 2018
Creative Lives $91,889 Thetford, VT, US Public Chairty 2018
Foothill Deanza $56,000 Los Altos Hills, CA, US Public Charity 2018
Nature Consrvancy $225,000 Arlington, VA, US Public Charity 2018
Bens Business Executive $25,000 Washington Dc, DC, US Public Charity 2018
Glaucoma Research Foundation $2,500 San Francisco, CA, US Public Charity 2018
Presidio Performing Arts Foundation $5,000 San Francisco, CA, US Public Charity 2018
Calmatters $10,000 Sacramento, CA, US Public Charity 2018
Women's Sports Foundation $25,000 New York, NY, US Public Charity 2018
Teen Success $25,000 Milipitas, CA, US Public Charity 2018
Ca Council On Science & Technology $100,000 Sacramento, CA, US Public Charity 2018
Kick Start $100,000 San Francisco, CA, US Public Charity 2017
Stanford University $30,000 Stanford, CA, US Public Charity 2017
Creative Lives $108,758 Thetford, VT, US Public Charity 2017
Media Bridges $10,000 Mountain View, CA, US Public Charity 2017
Foothill Deanza $56,000 Los Altos Hills, CA, US Public Charity 2017
American Leadership Forum - Silicon Valley $5,000 San Jose, CA, US Public Charity 2017
Naral Pro Choice America $50,000 Washington, DC, US Public Charity 2017
Avenidas $250,000 Palo Alto, CA, US Public Charity 2017
Stanford Graduate Business School $10,000 Stanford, CA, US Public Charity 2017
Bens Business Executives $25,000 Washington, DC, US Public Charity 2017
Pepperwood Preserve $25,000 Santa Rosa, CA, US Public Charity 2017
Planned Parenthood Mar Monte $5,000 San Jose, CA, US Public Charity 2017
Theatre Works $135,000 Palo Alto, CA, US Public Charity 2017
Glaucoma Research Foundation $100 San Francisco, CA, US Public Charity 2017
Mercersburg Academy $25,000 Mercersburg, PA, US Public Charity 2017
Positive Coaching Alliance $25,000 Mountain View, CA, US Public Charity 2017
Citizin Film $25,000 San Francisco, CA, US Public Charity 2017
Bens Business Executive $25,000 Washington, DC, US Public Charity 2016
Silicon Valley Faces $125,000 San Jose, CA, US Public Charity 2016
The Nature Conservancy $100,000 Arlington, VA, US Public Charity 2016
Stanford Graduate Business School $10,000 Stanford, CA, US Public Charity 2016
Creative Lives $40,000 San Francisco, CA, US Public Charity 2016
Mercerburg Academy $25,000 Mercersburg, PA, US Public Charity 2016
Monterey Bay Aquarium $50,000 Monterey, CA, US Public Charity 2016
Planned Parenthood Mar Monte $100,000 San Jose, CA, US Public Charity 2016
Parkinsons Institute $5,000 Sunnyvale, CA, US Public Charity 2016
Mission Brain $10,000 Sausalito, CA, US Public Charity 2016
Lighthouse Schools $15,000 North Chelmsford, MA, US Public Charity 2016
Museum Of Wwii $10,000 Natick, MA, US Public Charity 2016
Childrens Hospital Of Washington $15,000 Nw, DC, US Public Charity 2016
Lake County Rising Fire Relief $5,000 Kelseyville, CA, US Public Charity 2016
Women's Sports Foundation $15,000 New York, NY, US Public Charity 2016
Ca Council On Science Technology $75,000 Sacramento, CA, US Public Charity 2016
Achievement Rewa $5,000 Seattle, WA, US Public Charity 2016

Foundations Similar to The James And Rebecca Morgan

Discover 5 foundations with comparable assets ($28,703,770-$30,001,895), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 26-1609012 | 75 grants awarded
$29,356,502
(≈ Similar)
$100,000
median grant
Los Angeles, CA
Same state
100%
Excellent match

EIN: 77-0438710 | 164 grants awarded
$29,552,759
(≈ Similar)
$50,000
median grant
Carmel, CA
Same state
100%
Excellent match

EIN: 30-0100019 | 399 grants awarded
$29,742,959
(≈ Similar)
$25,000
median grant
Los Angeles, CA
Same state
99%
Excellent match

EIN: 94-6089512 | 238 grants awarded
$30,001,895
(≈ Similar)
$56,000
median grant
San Rafael, CA
Same state
99%
Excellent match

EIN: 46-6638989 | 83 grants awarded
$28,703,770
(≈ Similar)
$25,000
median grant
Solana Beach, CA
Same state
99%
Excellent match

Contact Information

Official contact details for The James And Rebecca Morgan as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 20-2029688
Website N/A
Address PO BOX 1742 Los Altos, CA 94023-1742

Key People (3)

Board members, trustees, and key staff who oversee The James And Rebecca Morgan's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President/ceo Rebecca Morgan
Cfo / Chairman James Morgan
Secretary Linda Verhulp

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for The James And Rebecca Morgan is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated May 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.