Charles L Morton & Lucile R Morton Charitable Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Charles L Morton & Lucile R Morton Charitable Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 77-0471496
Foundation Overview
Based in San Jose, CA, Charles L Morton & Lucile R Morton Charitable Foundation has awarded 124 grants totaling $142,084 to organizations in California. Individual grants range from $175 to $5,520, with a median award of $663.5.
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
0 of 14 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.
Geographic Focus
100% 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 Santa Clara (29%), San Jose (21%), Santa Rosa (7%).
Funding Trajectory
Declining funding trend with 28% decrease over 6 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.
Program Areas
Diversified giving across multiple program areas with primary emphasis on general purposes (58%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Charles L Morton & Lucile R Morton Charitable Foundation'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 |
|---|---|---|---|---|
| Santa Clara University Varsi Hall | $2,859 | Santa Clara, CA, US | Scholarships | 2023 |
| Community Initiatives-palomacy | $1,574 | San Francisco, CA, US | Animal Rescue | 2023 |
| San Jose State Univ Off Of Development | $2,859 | San Jose, CA, US | Scholarships | 2023 |
| De Saisset Museum | $341 | Santa Clara, CA, US | Education Projects | 2023 |
| De Saisset Museum Santa Clara Univ | $357 | Santa Clara, CA, US | Education Projects | 2023 |
| Canine Companions For Independence | $5,520 | Santa Rosa, CA, US | Hearing Dog Program | 2023 |
| Kearns Memorial Pool | $357 | Monterey, CA, US | Water Program For Disabled People | 2023 |
| California State University Sacramento | $920 | Sacramento, CA, US | Scholarships | 2023 |
| St Justin Parish Community | $357 | Santa Clara, CA, US | Helping The Needy& Handicapped | 2023 |
| Martha's Kitchen | $412 | San Jose, CA, US | Feeding The Needy | 2023 |
| San Jose Uso 1661 Airport Blvd | $348 | San Jose, CA, US | Support Troops | 2023 |
| Carriage & Western Art Museum Of Sb | $1,145 | Santa Barbara, CA, US | Show History Of Early Travel | 2023 |
| Sunnyvale Community Services | $357 | Sunnyvale, CA, US | Community Programs | 2023 |
| St Francis High School | $631 | Mountain View, CA, US | Development | 2023 |
| Santa Clara University Varsi Hall | $2,195 | Santa Clara, CA, US | Scholarships | 2022 |
| Community Initiatives-palomacy | $1,457 | San Francisco, CA, US | Animal Rescue | 2022 |
| San Jose State Univ Off Of Development | $2,195 | San Jose, CA, US | Scholarships | 2022 |
| De Saisset Museum | $274 | Santa Clara, CA, US | Education Projects | 2022 |
| De Saisset Museum Santa Clara Univ | $317 | Santa Clara, CA, US | Education Projects | 2022 |
| Canine Companions For Independence | $5,114 | Santa Rosa, CA, US | Hearing Dog Program | 2022 |
| Kearns Memorial Pool | $274 | Monterey, CA, US | Water Program For Disabled People | 2022 |
| California State University Sacramento | $852 | Sacramento, CA, US | Scholarships | 2022 |
| St Justin Parish Community | $274 | Santa Clara, CA, US | Helping The Needy& Handicapped | 2022 |
| Martha's Kitchen | $381 | San Jose, CA, US | Feeding The Needy | 2022 |
| San Jose Uso 1661 Airport Blvd | $322 | San Jose, CA, US | Support Troops | 2022 |
| Carriage & Western Art Museum Of Sb | $1,060 | Santa Barbara, CA, US | Show History Of Early Travel | 2022 |
| Sunnyvale Community Services | $274 | Sunnyvale, CA, US | Community Programs | 2022 |
| St Francis High School | $584 | Mountain View, CA, US | Development | 2022 |
| Santa Clara University Varsi Hall | $2,195 | Santa Clara, CA, US | Scholarships | 2022 |
| Community Initiatives-palomacy | $1,457 | San Francisco, CA, US | Animal Rescue | 2022 |
| San Jose State Univ Off Of Development | $2,195 | San Jose, CA, US | Scholarships | 2022 |
| De Saisset Museum | $274 | Santa Clara, CA, US | Education Projects | 2022 |
| De Saisset Museum Santa Clara Univ | $317 | Santa Clara, CA, US | Education Projects | 2022 |
| Canine Companions For Independence | $5,114 | Santa Rosa, CA, US | Hearing Dog Program | 2022 |
| Kearns Memorial Pool | $274 | Monterey, CA, US | Water Program For Disabled People | 2022 |
| California State University Sacramento | $852 | Sacramento, CA, US | Scholarships | 2022 |
| St Justin Parish Community | $274 | Santa Clara, CA, US | Helping The Needy& Handicapped | 2022 |
| Martha's Kitchen | $381 | San Jose, CA, US | Feeding The Needy | 2022 |
| San Jose Uso 1661 Airport Blvd | $322 | San Jose, CA, US | Support Troops | 2022 |
| Carriage & Western Art Museum Of Sb | $1,060 | Santa Barbara, CA, US | Show History Of Early Travel | 2022 |
| Sunnyvale Community Services | $274 | Sunnyvale, CA, US | Community Programs | 2022 |
| St Francis High School | $584 | Mountain View, CA, US | Development | 2022 |
| Santa Clara University Varsi Hall | $2,195 | Santa Clara, CA, US | Scholarships | 2022 |
| Community Initiatives-palomacy | $1,457 | San Francisco, CA, US | Animal Rescue | 2022 |
| San Jose State Univ Off Of Development | $2,195 | San Jose, CA, US | Scholarships | 2022 |
| De Saisset Museum | $274 | Santa Clara, CA, US | Education Projects | 2022 |
| De Saisset Museum Santa Clara Univ | $317 | Santa Clara, CA, US | Education Projects | 2022 |
| Canine Companions For Independence | $5,114 | Santa Rosa, CA, US | Hearing Dog Program | 2022 |
| Kearns Memorial Pool | $274 | Monterey, CA, US | Water Program For Disabled People | 2022 |
| California State University Sacramento | $852 | Sacramento, CA, US | Scholarships | 2022 |
| St Justin Parish Community | $274 | Santa Clara, CA, US | Helping The Needy& Handicapped | 2022 |
| Martha's Kitchen | $381 | San Jose, CA, US | Feeding The Needy | 2022 |
| San Jose Uso 1661 Airport Blvd | $322 | San Jose, CA, US | Support Troops | 2022 |
| Carriage & Western Art Museum Of Sb | $1,060 | Santa Barbara, CA, US | Show History Of Early Travel | 2022 |
| Sunnyvale Community Services | $274 | Sunnyvale, CA, US | Community Programs | 2022 |
| St Francis High School | $584 | Mountain View, CA, US | Development | 2022 |
| Santa Clara University Varsi Hall | $1,726 | Santa Clara, CA, US | Scholarships | 2021 |
| Community Initiatives-palomacy | $1,335 | San Francisco, CA, US | Animal Rescue | 2021 |
| San Jose State Univ Off Of Development | $1,726 | San Jose, CA, US | Scholarships | 2021 |
| De Saisset Museum | $216 | Santa Clara, CA, US | Education Projects | 2021 |
| De Saisset Museum Santa Clara Univ | $289 | Santa Clara, CA, US | Education Projects | 2021 |
| Canine Companions For Independence | $4,684 | Santa Rosa, CA, US | Hearing Dog Program | 2021 |
| Kearns Memorial Pool | $216 | Monterey, CA, US | Water Program For Disabled People | 2021 |
| California State University Sacramento | $781 | Sacramento, CA, US | Scholarships | 2021 |
| St Justin Parish Community | $216 | Santa Clara, CA, US | Helping The Needy& Handicapped | 2021 |
| $0 | , , US | 2021 | ||
| $0 | , , US | 2021 | ||
| Martha's Kitchen | $349 | San Jose, CA, US | Feeding The Needy | 2021 |
| $0 | , , US | 2021 | ||
| San Jose Uso 1661 Airport Blvd | $359 | San Jose, CA, US | Support Troops | 2021 |
| Carriage & Western Art Museum Of Sb | $971 | Santa Barbara, CA, US | Show History Of Early Travel | 2021 |
| Sunnyvale Community Services | $216 | Sunnyvale, CA, US | Community Programs | 2021 |
| St Francis High School | $535 | Mountain View, CA, US | Development | 2021 |
| Santa Clara University Varsi Hall | $1,400 | Santa Clara, CA, US | Scholarships | 2020 |
| Community Initiatives-palomacy | $1,154 | San Francisco, CA, US | Animal Rescue | 2020 |
| San Jose State Univ Off Of Development | $1,400 | San Jose, CA, US | Scholarships | 2020 |
| De Saisset Museum | $175 | Santa Clara, CA, US | Education Projects | 2020 |
| De Saisset Museum Santa Clara Univ | $250 | Santa Clara, CA, US | Education Projects | 2020 |
| Canine Companions For Independence | $3,900 | Santa Rosa, CA, US | Hearing Dog Program | 2020 |
| Kearns Memorial Pool | $175 | Monterey, CA, US | Water Program For Disabled People | 2020 |
| California State University Sacramento | $675 | Sacramento, CA, US | Scholarships | 2020 |
| St Justin Parish Community | $175 | Santa Clara, CA, US | Helping The Needy& Handicapped | 2020 |
| $0 | , , US | 2020 | ||
| $0 | , , US | 2020 | ||
| Martha's Kitchen | $300 | San Jose, CA, US | Feeding The Needy | 2020 |
| $0 | , , US | 2020 | ||
| San Jose Uso 1661 Airport Blvd | $255 | San Jose, CA, US | Support Troops | 2020 |
| Carriage & Western Art Museum Of Sb | $840 | Santa Barbara, CA, US | Show History Of Early Travel | 2020 |
| Sunnyvale Community Services | $175 | Sunnyvale, CA, US | Community Programs | 2020 |
| St Francis High School | $463 | Mountain View, CA, US | Development | 2020 |
| Santa Clara University Varsi Hall | $5,000 | Santa Clara, CA, US | Scholarships | 2018 |
| Community Initiatives-palomacy | $1,628 | San Francisco, CA, US | Animal Rescue | 2018 |
| San Jose State Univ Off Of Development | $5,000 | San Jose, CA, US | Scholarships | 2018 |
| De Saisset Museum | $275 | Santa Clara, CA, US | Education Projects | 2018 |
| De Saisset Museum Santa Clara Univ | $3,800 | Santa Clara, CA, US | Education Projects | 2018 |
| Canine Companions For Independence | $5,078 | Santa Rosa, CA, US | Hearing Dog Program | 2018 |
| Kearns Memorial Pool | $946 | Monterey, CA, US | Water Program For Disabled People | 2018 |
| California State University Sacramento | $952 | Sacramento, CA, US | Scholarships | 2018 |
| St Justin Parish Community | $946 | Santa Clara, CA, US | Helping The Needy& Handicapped | 2018 |
| $0 | , , US | 2018 | ||
| $0 | , , US | 2018 | ||
| Martha's Kitchen | $426 | San Jose, CA, US | Feeding The Needy | 2018 |
| $0 | , , US | 2018 | ||
| San Jose Uso 1661 Airport Blvd | $359 | San Jose, CA, US | Support Troops | 2018 |
| Carriage & Western Art Museum Of Sb | $1,184 | Santa Barbara, CA, US | Show History Of Early Travel | 2018 |
| Sunnyvale Community Services | $946 | Sunnyvale, CA, US | Community Programs | 2018 |
| St Francis High School | $652 | Mountain View, CA, US | Development | 2018 |
| Santa Clara University Varsi Hall | $5,000 | Santa Clara, CA, US | Scholarships | 2017 |
| Uc San Diego Foundation | $1,322 | La Jolla, CA, US | General Fund | 2017 |
| San Jose State Univ Off Of Development | $5,000 | San Jose, CA, US | Scholarships | 2017 |
| De Saisset Museum | $275 | Santa Clara, CA, US | Education Projects | 2017 |
| De Saisset Museum Santa Clara Univ | $3,800 | Santa Clara, CA, US | Education Projects | 2017 |
| Canine Companions For Independence | $4,011 | Santa Rosa, CA, US | Hearing Dog Program | 2017 |
| Kearns Memorial Pool | $946 | Monterey, CA, US | Water Program Fordisabled People | 2017 |
| California State University Sacramento | $808 | Sacramento, CA, US | Scholarships | 2017 |
| St Justin Parish Community | $946 | Santa Clara, CA, US | Helping The Needy& Handicapped | 2017 |
| $0 | , , US | 2017 | ||
| $0 | , , US | 2017 | ||
| Martha's Kitchen | $349 | San Jose, CA, US | Feeding The Needy | 2017 |
| $0 | , , US | 2017 | ||
| San Jose Uso 1661 Airport Blvd | $313 | San Jose, CA, US | Support Troops | 2017 |
| Carriage & Western Art Museum Of Sb | $923 | Santa Barbara, CA, US | Show History Ofearly Travel | 2017 |
| Sunnyvale Community Services | $946 | Sunnyvale, CA, US | Community Programs | 2017 |
| St Francis High School | $541 | Mountain View, CA, US | Development | 2017 |
Foundations Similar to Charles L Morton & Lucile R Morton Charitable Foundation
Discover 5 foundations with comparable assets ($348,749-$354,922), 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 |
|---|---|---|---|---|
|
Sogia Family Foundation
EIN: 26-3939579 | 109 grants awarded |
$351,328
(≈ Similar) |
$1,000
median grant |
Redlands, CA
Same state |
|
|
Murphy Mitchell Family Foundation
EIN: 81-4361720 | 137 grants awarded |
$351,779
(≈ Similar) |
$500
median grant |
Palos Verdes Estates, CA
Same state |
|
|
Barnston Koutsaftis Family Foundation
EIN: 94-3023917 | 76 grants awarded |
$348,749
(≈ Similar) |
$1,000
median grant |
San Francisco, CA
Same state |
|
|
Proactive Health Labs
EIN: 45-5242188 | 3 grants awarded |
$354,395
(≈ Similar) |
$1,285
median grant |
Glendale, CA
Same state |
|
|
Creators Equity Foundation
EIN: 94-2759404 | 11 grants awarded |
$354,922
(≈ Similar) |
$528
median grant |
Petaluma, CA
Same state |
|
Related Foundation Resources in CA:
Contact Information
Official contact details for Charles L Morton & Lucile R Morton Charitable Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 77-0471496 |
| Website | N/A |
| Address | 5150 GRAVES AVE San Jose, CA 95129-0000 |
Key People (2)
Board members, trustees, and key staff who oversee Charles L Morton & Lucile R Morton Charitable Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| President | Scot C Morton |
|---|---|
| Secretary | Faye Brackett |
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 Charles L Morton & Lucile R Morton Charitable Foundation 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.