Charles L Morton & Lucile R Morton Charitable Foundation
Charles L Morton & Lucile R Morton Charitable Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in SAN JOSE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $395K in total assets. In 2024, it awarded 14 grants totaling $16K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$395K
+12.5% YoY
Annual Giving
$16K
-9.5% YoY
Grant Count
14
+0.0% YoY
Avg Grant Size
$1K
-9.5% YoY
About Charles L Morton & Lucile R Morton Charitable Foundation
Based on IRS filings
Charles L Morton & Lucile R Morton Charitable Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in SAN JOSE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $395K in total assets. In 2024, it awarded 14 grants totaling $16K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $395,187 | $351,216 | $309,720 |
| Revenue | $26,255 | $16,394 | $19,139 |
| Expenses | $20,073 | $21,189 | $18,725 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
70 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Canine Companions for Independence ($5,251), Santa Clara University Varsi Hall ($2,389), San Jose State Univ Off of Development ($2,389).
| Recipient | Purpose | Amount |
|---|---|---|
| SANTA CLARA UNIVERSITY VARSI HALL SANTA CLARA, CA | SCHOLARSHIPS | $2,389 |
| COMMUNITY INITIATIVES-PALOMACY SAN FRANCISCO, CA | ANIMAL RESCUE | $1,497 |
| SAN JOSE STATE UNIV OFF OF DEVELOPMENT SAN JOSE, CA | SCHOLARSHIPS | $2,389 |
| DE SAISSET MUSEUM SANTA CLARA, CA | EDUCATION PROJECTS | $324 |
| DE SAISSET MUSEUM SANTA CLARA UNIV SANTA CLARA, CA | EDUCATION PROJECTS | $299 |
| CANINE COMPANIONS FOR INDEPENDENCE SANTA ROSA, CA | HEARING DOG PROGRAM | $5,251 |
| KEARNS MEMORIAL POOL MONTEREY, CA | WATER PROGRAM FOR DISABLED PEOPLE | $298 |
| CALIFORNIA STATE UNIVERSITY SACRAMENTO SACRAMENTO, CA | SCHOLARSHIPS | $875 |
| ST JUSTIN PARISH COMMUNITY SANTA CLARA, CA | HELPING THE NEEDY& HANDICAPPED | $298 |
| MARTHA'S KITCHEN SAN JOSE, CA | FEEDING THE NEEDY | $392 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SCOT C MORTON | PRESIDENT | 2 | — |
| FAYE BRACKETT | SECRETARY | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Charles L Morton & Lucile R Morton Charitable Foundation?
Charles L Morton & Lucile R Morton Charitable Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in SAN JOSE, CA. It holds $395K in total assets as of 2024.
How large is Charles L Morton & Lucile R Morton Charitable Foundation?
As of 2024, Charles L Morton & Lucile R Morton Charitable Foundation holds $395K in total assets with $26K in annual revenue. It awarded 14 grants totaling $16K in 2024.
Where does Charles L Morton & Lucile R Morton Charitable Foundation operate?
Charles L Morton & Lucile R Morton Charitable Foundation has awarded grants in California.
What size grants does Charles L Morton & Lucile R Morton Charitable Foundation award?
In 2024, Charles L Morton & Lucile R Morton Charitable Foundation awarded 14 grants totaling $16K — an average of about $1K per grant, based on its IRS Form 990 filings.
What is Charles L Morton & Lucile R Morton Charitable Foundation's EIN?
Charles L Morton & Lucile R Morton Charitable Foundation's EIN (Employer Identification Number) is 77-0471496. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Charles L Morton & Lucile R Morton Charitable Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.