The James and Rebecca Morgan Family Foundation
THE JAMES AND REBECCA MORGAN is a private foundation based in Los Altos, California. Its 2021 filing is marked as a final return, indicating that it has terminated or is winding down; it appears to have stopped grantmaking.
Key facts about The James and Rebecca Morgan Family Foundation
In short: The James and Rebecca Morgan Family Foundation gave $33.2M across 37 grants in 2021 (avg $897K), top state Massachusetts. Source: 2021 IRS Form 990-PF.
- EIN
- 94-3187468
- Latest 990 filing
- Form 990-PF, 2021
- Annual giving (2021)
- $33,185,038
- Grants made (2021)
- 37
- Average grant
- $896,893
- Median grant
- $65,000
- Primary geography
- Massachusetts (45% of itemized 2021 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-PF, 2021; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2021 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$33.2M
+302.8% YoY
Grant Count
37
+0.0% YoY
Avg Grant Size
$897K
+302.8% YoY
Under IRS private-foundation payout rules, The James and Rebecca Morgan Family Foundation reported a distributable amount of $1.0M for 2021 — the minimum it must pay out in qualifying distributions.
How The James and Rebecca Morgan Family Foundation gives
- 46% of 2021 grantees were also funded in 2020. Method
- In 2021 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021). 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 2021 grants included organizations whose own missions describe a range of work: National Philanthropic Trust says it administers donor-advised funds and helps donors achieve philanthropic goals; Sustainable Conservation says it advances collaborative stewardship of California’s land, air, and water; and Global Conservation says it works to protect endangered UNESCO World Heritage sites and national parks in developing countries. Acknowledge Alliance describes its work as promoting resilience in children and youth, while Positive Coaching Alliance says it seeks to improve children’s experiences in youth sports.
Grantmaking
In 2021, the foundation gave $33,185,038 through 37 grants. Grants ranged from $10,000 to $13,426,019, with a median of $65,000.
The largest reported grants included $13,426,019 to Fidelity Charitable Gift Fund (JM), $12,176,019 to National Philanthropic Trust, $2,200,000 to New Venture Fund Climate Interactive, and $1,400,000 to Fidelity Charitable Gift Fund. Other notable grants included $650,000 to Teen Success, $450,000 to California Forward, and $400,000 each to Confluence Philanthropy and Project Drawdown.
How to Apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
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Geographic Focus
Where this funder awards grants
In 2021, the reported share of grant dollars by recipient state was Massachusetts 45%, Pennsylvania 37%, California 11%, Washington, DC 7%, and New York 1%.
Grant Distribution by State
Share of 2021 grant dollars across all 37 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2021, annual grant giving ranged from $8.2M (2020) to $33.2M (2021). In 2021 it made 37 grants totaling $33.2M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2021
The largest 2021 recipient was Fidelity Charitable Gift Fund (JM) ($13.4M). Together the top 10 received $31.5M.
Grant Size Distribution
74 grants across all recorded years
The most common grant size was in the $50–100K range: 22 grants of 74 (30%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fidelity Charitable Gift Fund (JM) Medfield, MA | General Support | $13,426,019 |
| National Philanthropic Trust Jenkintown, PA | General Support | $12,176,019 |
| New Venture Fund Climate Interactive Washington DC, DC | General Support | $2,200,000 |
| Fidelity Charitable Gift Fund Medield, MA | General Support | $1,400,000 |
| Teen Success Milpitas, CA | General Support | $650,000 |
| California Forward San Francisco, CA | General Support | $450,000 |
| Confluence Philanthropy New York, NY | General Support | $400,000 |
| Project Drawdown San Francisco, CA | General Support | $400,000 |
| Global Conservation San Francisco, CA | General Support | $200,000 |
| Community Initiat Neighborhood Stabilization PRGRM Oakland, CA | General Support | $200,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Revenue | Expenses | Grants | Grant count | Assets |
|---|---|---|---|---|---|
| 2021 | $2,868,330 | $34,415,996 | $33,185,038 | 37 | — |
| 2020 | $1,730,045 | $9,451,795 | $8,239,312 | 37 | $31,547,666 |
| Metric | 2021 | 2020 |
|---|---|---|
| Total Assets | — | $31,547,666 |
| Revenue | $2,868,330 | $1,730,045 |
| Expenses | $34,415,996 | $9,451,795 |
| Qualifying Distributions | $33,690,862 | — |
| Net Investment Income | $11,313,223 | $1,074,841 |
| Distributable Amount | $1,026,427 | $1,600,988 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2021
Leadership & Key People
Leadership team and compensation from IRS filings
The 2021 filing lists James C. Morgan as chairman, Rebecca Q. Morgan as president, Jeff Morgan as secretary, and Mary Finegan as trustee.
The James and Rebecca Morgan Family Foundation is led by Rebecca Q. Morgan, President on every filing since 2020; none of the 4 officers listed in 2021 report compensation.
Officers on the 2021 filing
Rebecca Q. Morgan
President
On filings since 2020
No compensation reported
James C. Morgan
Chairman
On filings since 2020
No compensation reported
Mary Finegan
Trustee
On filings since 2020
No compensation reported
Jeff Morgan
Secretary
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2021. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: PO Box 1742, Los Altos, CA 94023-1742
Phone: (650) 941-8802
Frequently asked questions about The James and Rebecca Morgan Family Foundation
How much does The James and Rebecca Morgan Family Foundation give each year?
The James and Rebecca Morgan Family Foundation gave $33.2M across 37 grants in 2021, according to its 2021 IRS Form 990-PF. In 2020 it gave $8.2M across 37 grants.
What is The James and Rebecca Morgan Family Foundation's typical grant size?
The James and Rebecca Morgan Family Foundation's median grant in 2021 was $65,000, and its average grant was $896,893, across 37 grants on its 2021 IRS Form 990-PF.
Where does The James and Rebecca Morgan Family Foundation give grants?
The James and Rebecca Morgan Family Foundation's top state is Massachusetts, with 45% of the grant dollars itemized on its 2021 IRS Form 990-PF. The next largest states were Pennsylvania (37%) and California (11%). The most frequent recipient cities were San Francisco, CA (4 grants), San Jose, CA (4 grants), Sacramento, CA (3 grants) and Mountain View, CA (2 grants).
Does The James and Rebecca Morgan Family Foundation give general operating support?
Yes: 100% of The James and Rebecca Morgan Family Foundation's 2021 grants with a stated purpose (37 of 37) were for general or operating support, per its 2021 IRS Form 990-PF.
Who are The James and Rebecca Morgan Family Foundation's largest grantees?
The James and Rebecca Morgan Family Foundation's largest 2021 grantees include Fidelity Charitable Gift Fund (JM) ($13,426,019), National Philanthropic Trust ($12,176,019) and New Venture Fund Climate Interactive ($2,200,000), according to its 2021 IRS Form 990-PF. Together they received 84% of its itemized 2021 grant dollars.
What does The James and Rebecca Morgan Family Foundation fund?
No mission statement for the foundation is provided. See mission & focus areas ↑
How do I apply for a grant from The James and Rebecca Morgan Family 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 ↑
How much is The James and Rebecca Morgan Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2021, The James and Rebecca Morgan Family Foundation reported a distributable amount of $1.0M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The James and Rebecca Morgan Family Foundation's EIN?
The James and Rebecca Morgan Family Foundation's EIN (Employer Identification Number) is 94-3187468. IRS Form 990 filing data is available on this page for 2020–2021.
Does The James and Rebecca Morgan 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.
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