The James and Rebecca Morgan Family Foundation is a private family foundation established in 1993 and based in Los Altos, California. The foundation operates as a grantmaking organization focused on strategic philanthropic investments in education, youth development, environmental stewardship, and community development.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$14.9M
-10.9% YoY
Annual Giving
$3.0M
-25.7% YoY
Grant Count
19
-24.0% YoY
Avg Grant Size
$156K
-2.2% YoY
Under IRS private-foundation payout rules, The James and Rebecca Morgan reported a distributable amount of $826K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's mission centers on youth, education, the environment, and stewardship. The foundation is particularly interested in programs that maximize the potential of organizations and the individuals they serve.
Primary funding focus areas include:
- Youth development and education
- Environmental conservation and stewardship
- Science education
- Renewable energy initiatives
- Community and school gardens
Grantmaking
The foundation is an active grantmaker with recent grant activity demonstrating significant philanthropic commitment.
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Geographic Focus
Where this funder awards grants
The majority of the foundation's funding is concentrated in Santa Clara County and San Mateo County, California. However, the foundation also makes grants nationally and internationally, with documented giving in Massachusetts, Pennsylvania, Vermont, and New York.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of May 2024:
- Total Assets: $14,884,915
- Total Revenues: $1,070,314
- Total Expenses: $3,831,313
- Total Liabilities: $11,700
Investment Activity: The foundation maintains investment commitments, including participation in Impact Venture Capital I and other venture capital funds.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $14,884,915 | $16,698,288 | $20,865,977 |
| Revenue | $1,070,314 | $448,252 | $189,444 |
| Expenses | $3,831,313 | $4,718,085 | $1,422,056 |
| Qualifying Distributions | $3,393,157 | $4,344,440 | $1,302,728 |
| Net Investment Income | — | $30,534 | — |
| Distributable Amount | $825,659 | $1,075,055 | $1,161,146 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
79 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Common Sense Media ($500,000), Theatre Works ($500,000), The Tech Museum ($475,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BRING ME A BOOK - FRANKLIN APALACHICOLA, FL | PUBLIC CHARITY | $25,000 |
| CREATIVE LIVES THETFORD, VT | PUBLIC CHAIRTY | $30,000 |
| CHILD ADVOCATES HOUSTON, TX | PUBLIC CHARITY | $2,500 |
| EDUCARE CALIF AT SILICON VALLEY SAN JOSE, CA | PUBLIC CHARITY | $50,000 |
| NC STATE COLLEGE OF SCIENCE FDN RALEIGH, NC | PUBLIC CHARITY | $43,000 |
| SHINE TOGETHER (FORMERLY TSI) MILPITAS, CA | PUBLIC CHARITY | $100,000 |
| BAY AREA WOMENS SPORTS INITIATIVE SAN JOSE, CA | PUBLIC CHARITY | $100,000 |
| CALIFORNIA FORWARD SACRAMENTO, CA | PUBLIC CHARITY | $250,000 |
| THE TECH MUSEUM SAN JOSE, CA | PUBLIC CHARITY | $475,000 |
| COMMON SENSE MEDIA SAN FRANCISCO, CA | PUBLIC CHARITY | $500,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Key Personnel:
- Rebecca Q. Morgan – President/CEO
- James Morgan – CFO/Chairman
- Linda Verhulp – Executive Director and Secretary
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| REBECCA MORGAN | PRESIDENT/CEO | 1 | — |
| JAMES MORGAN | CFO / CHAIRMAN | 1 | — |
| LINDA VERHULP | SECRETARY | 25 | $181,767 |
Recent News & Activity
Recent developments and announcements
The foundation has been active in supporting educational initiatives and community development. Recent grant announcements include significant investments in technology education through The Tech Interactive and media literacy through Common Sense Media, reflecting the foundation's commitment to youth and education priorities.
Morgan Family Foundation to invest in Joint Venture Education InitiativeSubject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does The James and Rebecca Morgan fund?
The foundation's mission centers on youth, education, the environment, and stewardship. The foundation is particularly interested in programs that maximize the potential of organizations and the individuals they serve. Primary funding focus areas include: • Youth development and education • Environmental conservation and stewardship • Science education • Renewable energy initiatives • Community and school gardens
How do I apply for a grant from The James and Rebecca Morgan?
The foundation is an active grantmaker with recent grant activity demonstrating significant philanthropic commitment. **Recent Grants (2024):** • Common Sense Media: $500,000 • The Tech Interactive: $475,000 • California Forward: $250,000 The foundation made 11 grants in its most recent reporting period. Historical grant awards have ranged from $50,000 to larger commitments, with documented grants to organizations including Theatre Works, Creative Lives, ALF Silicon Valley, Planned Parenthood M…
Where does The James and Rebecca Morgan make grants?
The majority of the foundation's funding is concentrated in Santa Clara County and San Mateo County, California. However, the foundation also makes grants nationally and internationally, with documented giving in Massachusetts, Pennsylvania, Vermont, and New York.
What size grants does The James and Rebecca Morgan award?
In 2024, The James and Rebecca Morgan awarded 19 grants totaling $3.0M — an average of about $156K per grant, based on its IRS Form 990 filings.
How much is The James and Rebecca Morgan required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The James and Rebecca Morgan reported a distributable amount of $826K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2021–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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