Private Foundation

CHARLES L MORTON & LUCILE R MORTON CHARITABLE FOUNDATION

CHARLES L MORTON & LUCILE R MORTON CHARITABLE FOUNDATION, of SAN JOSE, CA, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2024 filing shows $26K in revenue, $20K in expenses, $395K in total assets. IRS filings disclose 119 grants awarded by this foundation, totaling roughly $129K.

EIN: 770471496 SAN JOSE, CA Latest filing: 2024

Total Revenue$26K

Total Expenses$20K

Total Assets$395K

Grants Given119

Grant Total$129K

Filing Years2019–2024

Sample Grants Given

CANINE COMPANIONS FOR INDEPENDENCE

SANTA ROSA, CA · 2024

HEARING DOG PROGRAM

$5,251

SAN JOSE STATE UNIV OFF OF DEVELOPMENT

SAN JOSE, CA · 2024

SCHOLARSHIPS

$2,389

SANTA CLARA UNIVERSITY VARSI HALL

SANTA CLARA, CA · 2024

SCHOLARSHIPS

$2,389

COMMUNITY INITIATIVES-PALOMACY

SAN FRANCISCO, CA · 2024

ANIMAL RESCUE

$1,497

CARRIAGE & WESTERN ART MUSEUM OF SB

SANTA BARBARA, CA · 2024

SHOW HISTORY OF EARLY TRAVEL

$1,089

Showing up to 5 of 119 total records — full history available with membership.

Officers & Directors

SECRETARY Faye Brackett

PRESIDENT Scot C Morton

Officer compensation and complete director data available with membership.

Top Grant Purposes

SCHOLARSHIPS

$48,835 21 grants

HEARING DOG PROGRAM

$32,774 7 grants

EDUCATION PROJECTS

$11,495 14 grants

ANIMAL RESCUE

$8,464 6 grants

SHOW HISTORY OF EARLY TRAVEL

$6,158 6 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$26K	$20K	$395K
2023	$16K	$21K	$351K
2022	$19K	$19K	$310K
2020	$16K	$14K	$311K
2019	$18K	$18K	$276K

Between 2019 and 2024, reported annual revenue grew from $18K to $26K (+49%), with total assets most recently reported at $395K.

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

Grant Geography

Grants from this foundation were reported to recipients in CA.

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

See the full picture for CHARLES L MORTON & LUCILE R MORTON CHARITABLE FOUNDATION

Complete financials, all 119 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

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