Charles L Morton & Lucile R Morton Charitable Foundation
The Charles L Morton & Lucile R Morton Charitable Foundation is a private foundation based in an individual recipient, California. In 2024, it made 14 grants totaling $16,330 to charitable organizations, with every grant dollar going to recipients in California.
Key facts about Charles L Morton & Lucile R Morton Charitable Foundation
In short: Charles L Morton & Lucile R Morton Charitable Foundation gave $16K across 14 grants in 2024 (avg $1K), mostly in California. 0% of 2024 grantees were new. Source: 2024 IRS Form 990 filing.
- EIN
- 77-0471496
- Latest 990 filing
- Form 990 filing, 2024
- Annual giving (2024)
- $16,330
- Grants made (2024)
- 14
- Average grant
- $1,166
- Median grant
- $496
- New grantees (estimate)
- 0% first-time grantees (0 of 12, 2024; small sample)
- Total assets
- $395,187
- Primary geography
- California (100% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990 filing, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990 filing · 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
Is Charles L Morton & Lucile R Morton Charitable Foundation open to new grantees?
0%
first-time grantees, 2024
In 2024, 0 of 12 grantees (0%) were first-time recipients. With only 12 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. How we count
- 100% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+20%). Method
Estimate from itemized grant lists in IRS Form 990 filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants included support for scholarships, a hearing dog program, animal rescue, education projects, food assistance, and other purposes.
Among the organizations it supported, Canine Companions for Independence describes its mission as enhancing the lives of people with disabilities by providing expertly trained service dogs and ongoing support at no cost to clients. Martha’s Kitchen says it provides meals and food to people in need, while Sunnyvale Community Services describes its mission as preventing homelessness and hunger for low-income Sunnyvale residents facing temporary crises.
Grantmaking
In 2024, the foundation made 14 grants totaling $16,330. Grant amounts ranged from $298 to $5,251, with a median of $496. Notable grants included $5,251 to Canine Companions for Independence for its hearing dog program; $2,389 each to Santa Clara University Varsi Hall and an individual recipient State University’s Office of Development for scholarships; and $1,497 to Community Initiatives-Palomacy for animal rescue. It also gave $392 to Martha’s Kitchen and $298 to Sunnyvale Community Services.
How to Apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Ready to take the next step with Charles L Morton & Lucile R Morton Charitable Foundation?
Geographic Focus
Where this funder awards grants
All grant dollars in 2024 went to recipients in California.
Grant Distribution by State
Share of 2024 grant dollars across all 14 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $11K (2020) to $18K (2023). In 2024 it made 14 grants totaling $16K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Canine Companions for Independence ($5K). Together the top 10 received $10K.
Organizations only. It also paid 3 individual scholarships ($5,653), which are not listed by name.
Grant Size Distribution
70 grants across all recorded years
The most common grant size was under $50K: 70 grants of 70 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Canine Companions for Independence Santa Rosa, CA | Hearing Dog Program | $5,251 |
| 3 individual scholarships Recipients not named | — | $5,653 |
| Community Initiatives-Palomacy San Francisco, CA | Animal Rescue | $1,497 |
| Carriage & Western Art Museum of SB Santa Barbara, CA | Show History of Early Travel | $1,089 |
| St Francis High School Mountain View, CA | Development | $600 |
| Martha's Kitchen San Jose, CA | Feeding the Needy | $392 |
| San Jose USO 1661 Airport Blvd San Jose, CA | Support Troops | $331 |
| De Saisset Museum Santa Clara, CA | Education Projects | $324 |
| De Saisset Museum Santa Clara Univ Santa Clara, CA | Education Projects | $299 |
| Kearns Memorial Pool Monterey, CA | Water Program for Disabled People | $298 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2024 | $395,187 | $26,255 | $20,073 | $16,330 | 14 |
| 2023 | $351,216 | $16,394 | $21,189 | $18,037 | 14 |
| 2022 | $309,720 | $19,139 | $18,725 | $15,573 | 14 |
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Scot C. Morton as president and Faye Brackett as secretary.
Charles L Morton & Lucile R Morton Charitable Foundation is led by Scot C. Morton, President on every filing since 2020; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Scot C. Morton
President
On filings since 2020
2 hrs/week
No compensation reported
Faye Brackett
Secretary
On filings since 2020
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 5150 Graves Ave, San Jose, CA 95129
Phone: (408) 258-0202
Frequently asked questions about Charles L Morton & Lucile R Morton Charitable Foundation
How much does Charles L Morton & Lucile R Morton Charitable Foundation give each year?
Charles L Morton & Lucile R Morton Charitable Foundation gave $16K across 14 grants in 2024, according to its 2024 IRS Form 990 filing. In 2023 it gave $18K across 14 grants.
What is Charles L Morton & Lucile R Morton Charitable Foundation's typical grant size?
Charles L Morton & Lucile R Morton Charitable Foundation's median grant in 2024 was $496, and its average grant was $1,166, across 14 grants on its 2024 IRS Form 990 filing.
Where does Charles L Morton & Lucile R Morton Charitable Foundation give grants?
Charles L Morton & Lucile R Morton Charitable Foundation gives mostly in California: 100% of the grant dollars itemized on its 2024 IRS Form 990 filing went to recipients there. The most frequent recipient cities were Santa Clara, CA (3 grants) and San Jose, CA (2 grants).
Does Charles L Morton & Lucile R Morton Charitable Foundation give general operating support?
Not in 2024: none of the 14 grants with a stated purpose on Charles L Morton & Lucile R Morton Charitable Foundation's 2024 IRS Form 990 filing were described as general or operating support. Recurring purposes include "Scholarships" (3 grants).
Who are Charles L Morton & Lucile R Morton Charitable Foundation's largest grantees?
Charles L Morton & Lucile R Morton Charitable Foundation's largest 2024 grantees include Canine Companions for Independence ($5,251), Community Initiatives-Palomacy ($1,497) and Carriage & Western Art Museum of SB ($1,089), according to its 2024 IRS Form 990 filing. It also paid 3 individual scholarships ($5,653), which are not listed by name. Together they received 48% of its itemized 2024 grant dollars.
How large is Charles L Morton & Lucile R Morton Charitable Foundation?
Charles L Morton & Lucile R Morton Charitable Foundation reported $395K in total assets on its 2024 IRS Form 990 filing. Its revenue that year was $26K.
What does Charles L Morton & Lucile R Morton Charitable Foundation fund?
No mission statement for the foundation is provided. Its 2024 grants included support for scholarships, a hearing dog program, animal rescue, education projects, food assistance, and other purposes. See mission & focus areas ↑
How do I apply for a grant from Charles L Morton & Lucile R Morton Charitable Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Charles L Morton & Lucile R Morton Charitable Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
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