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 Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
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
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
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
Dual focus on community projects (56%) and general purposes, indicating strategic concentration in complementary program areas.
Where is The Money Going?
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 |
|---|---|---|---|---|
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Barbara And Fred Kort Foundation
EIN: 26-1609012 | 75 grants awarded |
$29,356,502
(≈ Similar) |
$100,000
median grant |
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Berkshire Foundation
EIN: 77-0438710 | 164 grants awarded |
$29,552,759
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$50,000
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Same state |
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The Carol And James Collins Foundation
EIN: 30-0100019 | 399 grants awarded |
$29,742,959
(≈ Similar) |
$25,000
median grant |
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Same state |
|
|
A P Giannini Foundation
EIN: 94-6089512 | 238 grants awarded |
$30,001,895
(≈ Similar) |
$56,000
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Same state |
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|
George And Betty Harbaugh Charitable Foundation
EIN: 46-6638989 | 83 grants awarded |
$28,703,770
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Related Foundation Resources in CA:
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
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