Private Foundation

THE JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION

THE JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION is a Private Foundation headquartered in LOS ALTOS, CA. Financial data from the 2025 filing: $20.9M revenue, $7.3M expenses, $29.3M total assets. IRS filings disclose 150 grants awarded by this foundation, totaling roughly $16.9M.

EIN: 202029688 LOS ALTOS, CA Latest filing: 2025

Total Revenue$20.9M

Total Expenses$7.3M

Total Assets$29.3M

Grants Given150

Grant Total$16.9M

Filing Years2021–2025

Sample Grants Given

FIDELITY DAF - JM

COVINGTON, KY · 2024

PUBLIC CHARITY

$1,000,000

NATIONAL PHILANTHROPIC TRUST - MF

JENKINTOWN, PA · 2024

PUBLIC CHARITY

$1,000,000

THE NATURE CONSERVANCY

SAN FRANCISCO, CA · 2024

PUBLIC CHARITY

$975,000

COMMON SENSE MEDIA

SAN FRANCISCO, CA · 2024

PUBLIC CHARITY

$500,000

SANTA CLARA UNIVERSITY

SANTA CLARA, CA · 2024

PUBLIC CHARITY

$333,334

Showing up to 5 of 150 total records — full history available with membership.

Officers & Directors

CFO / CHAIRMAN James Morgan

SECRETARY Linda Verhulp

PRESIDENT/CEO Rebecca Morgan

Officer compensation and complete director data available with membership.

Top Grant Purposes

PUBLIC CHARITY

$13,165,942 127 grants

PUBLIC SUPPORT

$2,402,100 8 grants

PUBLIC CHAIRTY

$568,889 6 grants

PUBLE CHARITY

$540,000 5 grants

PUBLIC FOUNDATION

$230,000 4 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$20.9M	$7.3M	$29.3M
2024	$1.1M	$3.8M	$14.9M
2023	$448K	$4.7M	$16.7M
2022	$189K	$1.4M	$20.9M
2021	$11K	$609K	$22.1M

Between 2021 and 2025, reported annual revenue grew from $11K to $20.9M (+183055%), with total assets most recently reported at $29.3M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, CO, DC, FL, KY, MA, and 4 other states.

CACODCFLKYMANCNYPATX

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for THE JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports