The Morton Foundation is a private foundation based in Lafayette, California, designated as a 501(c)(3) organization. The foundation has been tax-exempt since August 1997 and operates as an annual grantor supporting charitable causes across multiple sectors.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$13.3M
+0.3% YoY
Annual Giving
$808K
-2.1% YoY
Grant Count
58
-7.9% YoY
Avg Grant Size
$14K
+6.4% YoY
Under IRS private-foundation payout rules, The Morton Foundation reported a distributable amount of $851K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The Morton Foundation's grant-making focuses on:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
The foundation primarily directs funding toward California, Wisconsin, and Texas.
Grantmaking
The foundation accepts applications.
Grant Range
$1,000–$75,000
Average Grant
$13,300
How to Apply
**
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Geographic Focus
Where this funder awards grants
Primary funding areas include California, Wisconsin, and Texas.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of 2023:
- Total assets: $13.3 million
- Total giving: $749,500–$811,100
- Total revenues: $815,388
- Total expenses: $1,054,021
- Total liabilities: $15,000
- Giving rate: 6.0% of assets
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $13,346,369 | $13,302,853 | $13,498,397 |
| Revenue | $1,113,282 | $815,388 | $979,954 |
| Expenses | $1,060,766 | $1,054,021 | $1,053,276 |
| Qualifying Distributions | $851,720 | $872,622 | $817,372 |
| Net Investment Income | $904,049 | $464,926 | $579,137 |
| Distributable Amount | $851,432 | $783,034 | $790,956 |
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
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include George Mark Children's House ($40,000), Community Vision Capital & Consulting ($30,000), Guide Dogs of America ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ABILITY NOW BAY AREA OAKLAND, CA | SUPPORT PROGRAMS FOR ADULTS WITH DEVELOPMENTAL AND PHYSICAL DISABILITIES | $7,500 |
| ALIVE & FREE SAN FRANCISCO, CA | SUPPORT ACTIVITIES FOR CHILDREN | $7,000 |
| BULL SESSION BEAVERTON, OR | SUPPORT CHARITIES' FUNDING OF CHILDREN PROGRAMS | $2,500 |
| BAYCAT SAN FRANCISCO, CA | SUPPORT ACTIVITIES FOR CHILDREN | $20,000 |
| BICHON FURKIDS RESCUE LA COSTA, CA | SUPPORT ANIMAL RESCUE | $5,000 |
| BISHOP O'DOWD HIGH SCHOOL THE GARY AND DEBBIE MASON ANGEL FUND OAKLAND, CA | THIS ENDOWMENT FUND ASSISTS STUDENTS WHO NEED FINANCIAL ASSISTANCE TO PURCHASE TEXTBOOKS, O'DOWD POLOS, LUNCH, ATHLETIC EQUIPMENT, OR TO ATTEND RETREATS, PROM OR OTHER SCHOOL-BASED ACTIVITIES. | $5,000 |
| BOYS & GIRLS CLUB OF THE PENINSULA MENLO PARK, CA | SUPPORT ACTIVITIES FOR CHILDREN | $15,000 |
| CALIFORNIA AUTOHARP GATHERING FOUNDATION FRESNO, CA | TO SUPPORT MUSIC, DANCE, AND ARTS TO ALL PARTICIPANTS | $5,000 |
| CANINE COMPANIONS FOR INDEPENDENCE SANTA ROSA, CA | SUPPORT CIVIC PROGRAMS AND MISCELLANEOUS CHARITIES | $10,000 |
| CARPENTERS SCHOLARSHIP FOUNDATION OAKLAND, CA | SUPPORT EDUCATIONAL SCHOLARSHIP PROGRAMS | $7,500 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Paul F Morton – President and Treasurer
- Brian T Morton – Vice President/Director
- Mary Ann Wolkomir – Officer
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BRIAN T MORTON | VICE PRESIDENT/DIRECTOR | 1 | — |
| PAUL F MORTON | PRESIDENT/TREASURER | 1 | — |
| MARY ANN WOLKOMIR | OFFICER | 1 | — |
| AMBER YOUNG | OFFICER | 1 | — |
| SALLY MORTON | OFFICER | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does The Morton Foundation fund?
The Morton Foundation's grant-making focuses on: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services The foundation primarily directs funding toward California, Wisconsin, and Texas.
How do I apply for a grant from The Morton Foundation?
**Grant Characteristics:** • Grant range: $1,000–$75,000 • Median grant size: $10,000 • Average grant size: $13,300 • Annual number of grants: 60–61 grants per year **Application Process:** The foundation accepts applications. **Recent Grant Examples (2023):** • Youth on Course: $75,000 (supports youth gaining access to life-changing opportunities through golf in all 50 U.S. states) • The Bridge School: $65,000 (educates physically disabled children) • George Mark Children's House: $40,000 (car…
Where does The Morton Foundation make grants?
Primary funding areas include California, Wisconsin, and Texas.
What size grants does The Morton Foundation award?
In 2024, The Morton Foundation awarded 58 grants totaling $808K — an average of about $14K per grant, based on its IRS Form 990 filings.
How much is The Morton Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Morton Foundation reported a distributable amount of $851K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Morton Foundation's EIN?
The Morton Foundation's EIN (Employer Identification Number) is 91-1813416. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Morton Foundation's focus areas in our free grants database
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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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