EIN 20-2029688

Morgan Family Foundation

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
Year formed
2005
Most recent tax filings
2022-05-01
NTEE code, primary
Description
The James and Rebecca Morgan Charitable Foundation is a private foundation located in Los Altos, CA. The Foundation made 11 grants last year to organizations including the Nature Conservancy. The trustees of the foundation are Rebecca Morgan, James Morgan, and Linda Verhulp.
Also known as...
The James and Rebecca Morgan Charitable Foundation
Total revenues
$189,444
2022
Total expenses
$1,422,056
2022
Total assets
$20,865,977
2022
Num. employees
n/a

Grants made by Morgan Family Foundation

GranteeGrant descriptionAmount
The Nature Conservancy of CaliforniaPublic Charity$410,400
CalMattersPublic Charity$175,000
Creative LivesPublic Chairty$149,500
...and 6 more grants made

Personnel at Morgan Family Foundation

NameTitleCompensation
Rebecca MorganPresident and Chief Executive Officer$0
James MorganOfficer$0
Mary SmithDirector of Finance$34,770

Financials for Morgan Family Foundation

RevenuesFYE 05/2022
Total grants, contributions, etc.$0
Investment income and dividends$69,427
Net rental income$0
Net gain from sale of non-inventory assets$94,301
Gross sales of inventory$0
Miscellaneous revenues$25,716
Total revenues$189,444

Form 990s for Morgan Family Foundation

Fiscal year endingDate received by IRSFormPDF link
2022-052023-04-14990PFView PDF
2021-052021-11-08990PFView PDF
2020-052022-03-29990PFView PDF
2019-052019-10-08990PFView PDF
2018-052018-10-16990PFView PDF
...and 6 more Form 990s
Data update history
June 21, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 17, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 14, 2023
Updated personnel
Identified 3 new personnel
February 3, 2023
Posted financials
Added Form 990PF for fiscal year 2020
June 18, 2020
Used new vendors
Identified 2 new vendors, including , and
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donations
General information
Address
PO Box 1742
Los Altos, CA 94023
Metro area
San Jose-Sunnyvale-Santa Clara, CA
County
Santa Clara County, CA
Phone
(650) 941-8802
IRS details
EIN
20-2029688
Fiscal year end
May
Taxreturn type
Form 990-PF
Year formed
2005
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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