The James and Rebecca Morgan
The James and Rebecca Morgan is a private foundation, based in LOS ALTOS, CA. IRS filing data is available from 2020 through 2021. In 2021, it awarded 37 grants totaling $33.2M. Net investment income was $11.3M.
Financial Overview
From 2021 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
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 reported a distributable amount of $1.0M for 2021 — the minimum it must pay out in qualifying distributions.
About The James and Rebecca Morgan
Based on IRS filings
The James and Rebecca Morgan is a private foundation, based in LOS ALTOS, CA. IRS filing data is available from 2020 through 2021. In 2021, it awarded 37 grants totaling $33.2M. Net investment income was $11.3M.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| 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 |
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 2021
Grant Size Distribution
74 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2021 grants, the largest include Fidelity Charitable Gift Fund (jm) ($13,426,019), National Philanthropic Trust ($12,176,019), New Venture Fund Climate Interactive ($2,200,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ACKNOWLEDGE ALLIANCE MOUNTAIN VIEW, CA | GENERAL SUPPORT | $150,000 |
| FEATHER RIVER LAND TRUST QUINCY, CA | GENERAL SUPPORT | $50,000 |
| GLOBAL CONSERVATION SAN FRANCISCO, CA | GENERAL SUPPORT | $200,000 |
| HEALTHIER KIDS FOUNDATION SAN JOSE, CA | GENERAL SUPPORT | $100,000 |
| NEW VENTURE FUND CLIMATE INTERACTIVE WASHINGTON DC, DC | GENERAL SUPPORT | $2,200,000 |
| POSITIVE COACHING ALLIANCE MOUNTAIN VIEW, CA | GENERAL SUPPORT | $150,000 |
| TEEN SUCCESS MILPITAS, CA | GENERAL SUPPORT | $650,000 |
| NATIONAL PHILANTHROPIC TRUST JENKINTOWN, PA | GENERAL SUPPORT | $12,176,019 |
| CALIFORNIA FORWARD SAN FRANCISCO, CA | GENERAL SUPPORT | $450,000 |
| BRING ME A BOOK FOUNDATION REDWOOD CITY, CA | GENERAL SUPPORT | $50,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2021 IRS filing
From 2021 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES C MORGAN | CHAIRMAN | — | — |
| REBECCA Q MORGAN | PRESIDENT | — | — |
| JEFF MORGAN | SECRETARY | — | — |
| MARY FINEGAN | TRUSTEE | — | — |
Frequently Asked Questions
Where does The James and Rebecca Morgan operate?
The James and Rebecca Morgan has awarded grants in California, District of Columbia, Massachusetts, New York, Pennsylvania, Texas, Virginia.
What size grants does The James and Rebecca Morgan award?
In 2021, The James and Rebecca Morgan awarded 37 grants totaling $33.2M — an average of about $897K 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 2021, The James and Rebecca Morgan 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's EIN?
The James and Rebecca Morgan's EIN (Employer Identification Number) is 94-3187468. IRS Form 990 filing data is available on this page for 2020–2021.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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