Before you apply to The James and Rebecca Morgan Charitable Foundation
Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.
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
Private Independent Foundations
NTEE: T22
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
PUBLIC CHARITY
$1,000,000
NATIONAL PHILANTHROPIC TRUST - MF
PUBLIC CHARITY
$1,000,000
THE NATURE CONSERVANCY
PUBLIC CHARITY
$975,000
COMMON SENSE MEDIA
PUBLIC CHARITY
$500,000
SANTA CLARA UNIVERSITY
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
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.