Morton Family Foundation

LONG BEACH, CA EIN: 20-6298234

Morton Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LONG BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 19 grants totaling $68K. Net investment income was $74K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.0M

+0.5% YoY

Annual Giving

$68K

-13.2% YoY

Grant Count

19

+5.6% YoY

Avg Grant Size

$4K

-17.7% YoY

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.

About Morton Family Foundation

Based on IRS filings

Morton Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LONG BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 19 grants totaling $68K. Net investment income was $74K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

12states
+4 more states

Cities

ArlingtonBozemanBrooklynComptonDavisDurangoLos AngelesMarshallMiddieburgNashvilleNew YorkOxnardPasadenaPhoenixProvidenceRaleighSanta BarbaraSaratoga SpringsSilver SpringStanford

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$22K$44K$66K$87K20202021202220232024
Metric202420232022
Total Assets$1,021,094$1,016,067$1,019,872
Revenue$77,209$75,458$67,399
Expenses$72,182$79,263$74,434
Qualifying Distributions$69,132$78,463$71,347
Net Investment Income$74,159$74,658$64,308
Distributable Amount$75,618$70,455$74,687

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$39K$59K$78K14 grants202020 grants202115 grants202218 grants202319 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

SANTA BARBARA BOWL FOUND…$11KSANTA BARBARA INTL FILM …$11KFAITH CHRISTIAN CENTER$7KOXNARD ALANO CLUB$7KSANTA BARBARA ALANO CLUB$7KOCCIDENTAL COLLEGE$5KCALIFORNIA INSTITUTE OF …$4KVANDERBILT UNIVERSITY$3KKENNEDY CENTER$2KNY PUBLIC LIBRARY$2K

Grant Size Distribution

86 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Santa Barbara Bowl Foundation ($10,833), Santa Barbara Intl Film Festival ($10,833), Faith Christian Center ($7,222).

RecipientPurposeAmount
AMERICAN PRAIRIE BOZEMAN, MTCONTRIBUTION$1,000
BROOKLYN TECH ALUMNI FOUNDATION BROOKLYN, NYCONTRIBUTION$1,000
BROWN UNIVERSITY PROVIDENCE, RICONTRIBUTION$1,000
CALIFORNIA INSTITUTE OF ENVIRONMENTAL STUDIES DAVIS, CACONTRIBUTION$4,000
FAITH CHRISTIAN CENTER PHOENIX, AZCONTRIBUTION$7,222
CONSERVATION LANDS FOUNDATION DURANGO, COCONTRIBUTION$1,000
KENNEDY CENTER TRUMBULL, CTCONTRIBUTION$1,800
OCCIDENTAL COLLEGE LOS ANGELES, CACONTRIBUTION$5,000
OXNARD ALANO CLUB OXNARD, CACONTRIBUTION$7,222
PIEDMONT ENVIRONMENTAL COUNCIL WARRENTON, VACONTRIBUTION$1,300

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
CECE MORTONTRUSTEE
MARY G MORTONTRUSTEE
WILLIAM M MORTON IITRUSTEE

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Morton Family Foundation?

Morton Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LONG BEACH, CA. It holds $1.0M in total assets as of 2024.

How large is Morton Family Foundation?

As of 2024, Morton Family Foundation holds $1.0M in total assets with $77K in annual revenue. It awarded 19 grants totaling $68K in 2024.

Where does Morton Family Foundation operate?

Morton Family Foundation has awarded grants in Arizona, California, Colorado, Connecticut, District of Columbia, Maryland, Montana, North Carolina, New York, Rhode Island, Tennessee, Virginia.

What size grants does Morton Family Foundation award?

In 2024, Morton Family Foundation awarded 19 grants totaling $68K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Morton Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Morton Family Foundation reported a distributable amount of $76K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.

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Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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