The James and Rebecca Morgan
The James and Rebecca Morgan is a private foundation based in Los Altos, California. Its 2025 filing reports 26 grants totaling $6,126,534 to charitable organizations.
The James and Rebecca Morgan at a glance
In short: The James and Rebecca Morgan gave $6.1M across 26 grants in 2025 (avg $236K), mostly in California. 62% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $6,126,534
- +107.3% vs 2024
- Grants made (2025)
- 26
- +36.8% vs 2024
- Average grant
- $235,636
- +51.5% vs 2024
- Median grant
- $100,000
- Total assets
- $29,296,233
- +96.8% vs 2024
- New grantees (estimate)
- 62% first-time grantees (16 of 26, 2025)
- Primary geography
- California (64% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The James and Rebecca Morgan
- 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.
- Contact
Mailing address: PO Box 1742, Los Altos, CA 94023
Phone: (650) 941-8802
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The James and Rebecca Morgan funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Fidelity DAF - JM ($1.0M). Together the top 10 received $5.0M.
Grant Size Distribution
105 grants across all recorded years
The most common grant size was under $50K: 38 grants of 105 (36%).
Geographic Focus
Where this funder awards grants
In 2025, 64% of grant dollars went to recipients in California, 16% each to recipients in Kentucky and Pennsylvania, 2% to recipients in Washington, DC, and 1% to recipients in Vermont.
Grant Distribution by State
Share of 2025 grant dollars across all 26 itemized grants.
States
Cities
Is The James and Rebecca Morgan open to new grantees?
62%
first-time grantees, 2025
In 2025, 16 of 26 grantees (62%) were first-time recipients. First grants averaged $214K; repeat grants $270K. How we count
Medians: $100K first-time, $113K repeat.
- 31% of 2025 grantees were also funded in 2024. Method
- Giving grew 417% from 2022 to 2025. Method
- In 2025 it paid out 488% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). 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
From 2021 to 2025, annual grant giving ranged from $580K (2021) to $6.1M (2025). In 2025 it made 26 grants totaling $6.1M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fidelity DAF - JM Covington, KY | Public Charity | $1,000,000 |
| National Philanthropic Trust - MF Jenkintown, PA | Public Charity | $1,000,000 |
| The Nature Conservancy San Francisco, CA | Public Charity | $975,000 |
| Common Sense Media San Francisco, CA | Public Charity | $500,000 |
| Santa Clara University Santa Clara, CA | Public Charity | $333,334 |
| The Tech Museum San Jose, CA | Public Charity | $325,000 |
| California Forward Sacramento, CA | Public Charity | $300,000 |
| Foothill Deanza Foundation Los Altos, CA | Puble Charity | $200,000 |
| CRTWC Community Initiatives Not Provided, CA | Public Charity | $200,000 |
| Feather River Land Trust Qunicy, CA | Public Charity | $150,000 |
Ready to take the next step with The James and Rebecca Morgan?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $29,296,233 | $20,886,967 | $7,300,246 | $6,126,534 | 26 | $6,712,488 | $84,394 | $1,376,756 |
| 2024 | $14,884,915 | $1,070,314 | $3,831,313 | $2,955,000 | 19 | $3,393,157 | — | $825,659 |
| 2023 | $16,698,288 | $448,252 | $4,718,085 | $3,976,250 | 25 | $4,344,440 | $30,534 | $1,075,055 |
| 2022 | $20,865,977 | $189,444 | $1,422,056 | $1,184,400 | 16 | $1,302,728 | — | $1,161,146 |
| 2021 | $22,084,724 | $11,404 | $609,487 | $579,500 | 19 | — | $11,657 | $1,086,863 |
Under IRS private-foundation payout rules, The James and Rebecca Morgan reported a distributable amount of $1.4M for 2025 — 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 foundation mission is stated in the available information. Its 2025 grants show support for a range of charitable organizations. For example, Common Sense Media says it helps kids thrive in a world of media and technology; Feather River Land Trust says it works to conserve the lands and waters of the Feather River region; and Bay Area Womens Sports Initiative says it engages and empowers girls from under-resourced neighborhoods and children with disabilities. California Forward says it works to identify scalable solutions to California’s challenges, while Children Now says it advances equitable solutions for California’s kids.
Grantmaking
In 2025, the foundation made 26 grants totaling $6,126,534. Grants ranged from $5,200 to $1,000,000, with a median grant of $100,000.
Among the largest reported grants were $1,000,000 each to Fidelity DAF - JM and National Philanthropic Trust - MF, both listed with the purpose “public charity”; $975,000 to The Nature Conservancy; and $500,000 to Common Sense Media. Other notable grants included $333,334 to Santa Clara University, $325,000 to The Tech Museum, $300,000 to California Forward, and $200,000 each to Foothill De Anza Foundation and CRTWC Community Initiatives.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Rebecca Morgan as President/CEO, James Morgan as CFO/Chairman, and Linda Verhulp as Secretary.
The James and Rebecca Morgan is led by Rebecca Morgan, President & CEO on every filing since 2021; 1 of 3 officers listed in 2025 is compensated.
Officers on the 2025 filing
Rebecca Morgan
President & CEO
On filings since 2021
4 hrs/week
No compensation reported
James Morgan
CFO & Chairman
On filings since 2021
2 hrs/week
No compensation reported
Linda Verhulp
Secretary
On filings since 2021
25 hrs/week
$63K (2022) → $188K (2025)
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $188K, to Linda Verhulp (Secretary).
Frequently asked questions about The James and Rebecca Morgan
How much does The James and Rebecca Morgan give each year?
The James and Rebecca Morgan gave $6.1M across 26 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3.0M across 19 grants.
What is The James and Rebecca Morgan's typical grant size?
The James and Rebecca Morgan's median grant in 2025 was $100,000, and its average grant was $235,636, across 26 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The James and Rebecca Morgan that year got $214K on average.
Where does The James and Rebecca Morgan give grants?
The James and Rebecca Morgan gives mostly in California: 64% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Kentucky (16%) and Pennsylvania (16%). The most frequent recipient cities were San Jose, CA (7 grants) and San Francisco, CA (2 grants).
Does The James and Rebecca Morgan give general operating support?
Not in 2025: none of the 26 grants with a stated purpose on The James and Rebecca Morgan's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Public Charity" (22 grants).
Who are The James and Rebecca Morgan's largest grantees?
The James and Rebecca Morgan's largest 2025 grantees include Fidelity DAF - JM ($1,000,000), National Philanthropic Trust - MF ($1,000,000) and The Nature Conservancy ($975,000), according to its 2025 IRS Form 990-PF. Together they received 49% of its itemized 2025 grant dollars.
How large is The James and Rebecca Morgan?
The James and Rebecca Morgan reported $29.3M in total assets on its 2025 IRS Form 990-PF. It paid out $6.7M in qualifying distributions that year, against a required minimum of $1.4M (roughly 5% of its investment assets).
What does The James and Rebecca Morgan fund?
No foundation mission is stated in the available information. Its 2025 grants show support for a range of charitable organizations. See mission & focus areas ↑
How do I apply for a grant from The James and Rebecca Morgan?
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 The James and Rebecca Morgan's EIN?
The James and Rebecca Morgan's EIN (Employer Identification Number) is 20-2029688. IRS Form 990 filing data is available on this page for 2021–2025.
Does The James and Rebecca Morgan 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
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 8, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 14, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 11, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 10, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 14, 2026)
- IRS filings on file for fiscal years 2021–2025
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Cite this profile
Grantable. (2026). The James and Rebecca Morgan funder profile. GrantGraph. Retrieved October 10, 2026, from https://grantable.co/funders/the-james-and-rebecca-morgan-morg_315a0f5e130948b8b98df379b011fe37
BibTeX
@misc{grantable_202029688_2026,
author = {{Grantable}},
title = {{The James and Rebecca Morgan funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-james-and-rebecca-morgan-morg_315a0f5e130948b8b98df379b011fe37},
note = {Accessed 2026-10-10. 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 The James and Rebecca Morgan'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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