Morton Family Foundation

Private foundation · Grantmaker Long Beach, CA EIN: 20-6298234

The Morton Family Foundation is a private foundation based in Long Beach, California. In 2024, it reported 19 grants totaling $68,132 to charitable organizations, including arts and cultural, educational, environmental, and community organizations.

Morton Family Foundation at a glance

In short: Morton Family Foundation gave $68K across 19 grants in 2024 (avg $4K), mostly in California. 24% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$68,132
-13.2% vs 2023
Grants made (2024)
19
+5.6% vs 2023
Average grant
$3,586
-17.7% vs 2023
Median grant
$1,500
Total assets
$1,021,094
+0.5% vs 2023
New grantees (estimate)
24% first-time grantees (4 of 17, 2024; small sample)
Primary geography
California (68% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Morton Family Foundation

Accepts unsolicited proposals
No
How to Apply

The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations.

Contact

Mailing address: 6615 E Pacific Coast Hwy 150, Long Beach, CA 90803
Phone: (562) 423-8777

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Morton Family Foundation funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Santa Barbara Bowl Foundation: $11KSanta Barbara Bowl Foundation$11KSanta Barbara Intl Film Festival: $11KSanta Barbara Intl FilmFestival$11KFaith Christian Center: $7KFaith Christian Center$7KOxnard Alano Club: $7KOxnard Alano Club$7KSanta Barbara Alano Club: $7KSanta Barbara Alano Club$7KOccidental College: $5KOccidental College$5KCalifornia Institute of Environmental Studies: $4KCalifornia Institute ofEnvironmental Studies$4KVanderbilt University: $4K across 2 grantsVanderbilt University$4K · 2 grantsPiedmont Environmental Council: $2K across 2 grantsPiedmont Environmental Council$2K · 2 grantsKennedy Center: $2KKennedy Center$2K

The largest 2024 recipient was Santa Barbara Bowl Foundation ($11K). Together the top 10 received $60K.

Grant Size Distribution

86 grants across all recorded years

86<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 86 grants of 86 (100%).

Geographic Focus

Where this funder awards grants

The 2024 grant dollars were distributed among recipients in multiple states. California received 68% of grant dollars, Arizona 11%, Tennessee 6%, New York 5%, and Virginia 3%. Listed recipients also included organizations in Connecticut and Colorado.

Grant Distribution by State

12states

Share of 2024 grant dollars across all 19 itemized grants.

Cities

Santa BarbaraNashvilleLos AngelesOxnardPhoenixProvidenceStanfordTrumbullWarrentonBrooklynNew YorkWashingtonSilver SpringBozemanDavisPasadenaArlingtonComptonDurangoMarshall

Is Morton Family Foundation open to new grantees?

24%

first-time grantees, 2024

In 2024, 4 of 17 grantees (24%) were first-time recipients. With only 17 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $4K; repeat grants $4K. How we count

Medians: $1K first-time, $4K repeat.

  • 76% of 2024 grantees were also funded in 2023. Method
  • Giving held roughly steady from 2021 to 2024 (−3%). Method
  • In 2024 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF 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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K14 grants2020 20 grants2021 15 grants2022 18 grants2023 19 grants2024

From 2020 to 2024, annual grant giving ranged from $68K (2024) to $78K (2023). In 2024 it made 19 grants totaling $68K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Santa Barbara Bowl Foundation Santa Barbara, CAContribution$10,833
Santa Barbara Intl Film Festival Santa Barbara, CAContribution$10,833
Faith Christian Center Phoenix, AZContribution$7,222
Oxnard Alano Club Oxnard, CAContribution$7,222
Santa Barbara Alano Club Santa Barbara, CAContribution$7,222
Occidental College Los Angeles, CAContribution$5,000
California Institute of Environmental Studies Davis, CAContribution$4,000
Vanderbilt University Nashville, TNContribution$3,000
Kennedy Center Trumbull, CTContribution$1,800
NY Public Library New York, NYContribution$1,500
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$1,021,094$77,209$72,182$68,13219$69,132$74,159$75,618
2023$1,016,067$75,458$79,263$78,46318$78,463$74,658$70,455
2022$1,019,872$67,399$74,434$70,30015$71,347$64,308$74,687
2021$1,026,907$72,780$74,103$70,00320$71,027$76,079$72,883
2020$1,028,230$67,110$79,535$75,50014—$51,249$69,768

Under IRS private-foundation payout rules, Morton Family Foundation reported a distributable amount of $76K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2024 grants went to organizations including the Santa Barbara Bowl Foundation, which says its mission is to manage and maintain the Santa Barbara Bowl and present music and performing arts events, and Occidental College, whose stated mission centers on providing a high-quality educational experience. Other recipients included environmental organizations, libraries, a university, and Alano clubs.

Grantmaking

In 2024, the foundation gave $68,132 through 19 grants. Grant amounts ranged from $1,000 to $10,833, with a median grant of $1,500.

Among the largest reported grants were $10,833 each to the Santa Barbara Bowl Foundation and Santa Barbara International Film Festival; $7,222 each to Faith Christian Center, Oxnard Alano Club, and Santa Barbara Alano Club; and $5,000 to Occidental College. Other listed recipients included the California Institute of Environmental Studies ($4,000), Vanderbilt University ($3,000), and the New York Public Library ($1,500).

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Cece Morton, Mary G. Morton, and William M. Morton II as trustees.

Morton Family Foundation's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Cece Morton

    Trustee

    On filings since 2020

    No compensation reported

  • Mary G. Morton

    Trustee

    On filings since 2020

    No compensation reported

  • William M. Morton II

    Trustee

    On filings since 2020

    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.

Frequently asked questions about Morton Family Foundation

How much does Morton Family Foundation give each year?

Morton Family Foundation gave $68K across 19 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $78K across 18 grants.

What is Morton Family Foundation's typical grant size?

Morton Family Foundation's median grant in 2024 was $1,500, and its average grant was $3,586, across 19 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Morton Family Foundation that year got $4K on average.

Where does Morton Family Foundation give grants?

Morton Family Foundation gives mostly in California: 68% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Arizona (11%) and Tennessee (6%). The most frequent recipient cities were Santa Barbara, CA (3 grants), Nashville, TN (2 grants) and Warrenton, VA (2 grants).

Does Morton Family Foundation give general operating support?

Not in 2024: none of the 19 grants with a stated purpose on Morton Family Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Contribution" (19 grants).

Who are Morton Family Foundation's largest grantees?

Morton Family Foundation's largest 2024 grantees include Santa Barbara Bowl Foundation ($10,833), Santa Barbara Intl Film Festival ($10,833) and Faith Christian Center ($7,222), according to its 2024 IRS Form 990-PF. Together they received 42% of its itemized 2024 grant dollars.

How large is Morton Family Foundation?

Morton Family Foundation reported $1.0M in total assets on its 2024 IRS Form 990-PF. It paid out $69K in qualifying distributions that year, against a required minimum of $76K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What does Morton Family Foundation fund?

No mission statement for the foundation is provided. See mission & focus areas ↑

How do I apply for a grant from Morton Family Foundation?

The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Morton Family Foundation's EIN?

Morton Family Foundation's EIN (Employer Identification Number) is 20-6298234. IRS Form 990 filing data is available on this page for 2020–2024.

Does Morton Family 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-PF filings. Research dossier generated September 2026.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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Cite this profile

Grantable. (2026). Morton Family Foundation funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/morton-family-foundation-morg_89fc41a893944df4af09f05145ecc21e

BibTeX
@misc{grantable_206298234_2026,
  author       = {{Grantable}},
  title        = {{Morton Family Foundation funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/morton-family-foundation-morg_89fc41a893944df4af09f05145ecc21e},
  note         = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Morton Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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