The James and Rebecca Morgan
EIN 202029688Total Given 2018–2024
$10.2M
107 grants · $1.5M avg/year
based on 7 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$50K
typical mid grants · $10K–$100K
grant size
24%
balanced · 18/76 multi-year
repeat
$15.0M
Assets (2024)
76
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(650) 941-8802
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $885K | $23.4M | $1.1M | 17 |
| 2019 | $570K | $23.3M | $2.9M | 11 |
| 2021 | $580K | $22.7M | $11K | 19 |
| 2022 | $1.2M | $22.5M | $189K | 16 |
| 2023 | $4.0M | $16.9M | $448K | 25 |
| 2024 | $3.0M | $15.0M | $1.1M | 19 |
Grant Size Distribution
Based on 107 grants on record
Minimum
$100
25th Pctl
$10K
Median
$50K
Average
$95K
75th Pctl
$100K
Maximum
$1.3M
Geographic Distribution
Texas Counties Served
0.9% of US grants
· Rank #6 of 11 states
$2K across
1 grant
1 of 254 counties
Top 1 counties
- 1 Harris
Officers & Directors
Grants Awarded (107 total)
| Purpose | ||||
|---|---|---|---|---|
| The Nature Conservancy - Ca | San Jose, CA | $1,293,600 | PUBLIC SUPPORT | 2023 |
| Planned Parenthood Mar Monte | San Jose, CA | $500,000 | PUBLIC CHARITY | 2023 |
| Common Sense Media | San Francisco, CA | $500,000 | PUBLIC CHARITY | 2023 |
| Common Sense Media | San Francisco, CA | $500,000 | PUBLIC CHARITY | 2024 |
| Theatre Works | Mountain View, CA | $500,000 | PUBLIC SUPPORT | 2024 |
| The Tech Museum | San Jose, CA | $475,000 | PUBLIC CHARITY | 2024 |
| The Nature Conservancy | San Francisco, CA | $410,400 | PUBLIC CHARITY | 2022 |
| California Forward | Sacramento, CA | $350,000 | PUBLIC CHARITY | 2023 |
| Shine Together | Milipitas, CA | $350,000 | PUBLIC SUPPORT | 2023 |
| California Forward | Sacramento, CA | $250,000 | PUBLIC CHARITY | 2024 |
| Avenidas | Palo Alto, CA | $250,000 | PUBLIC CHARITY | 2018 |
| Healthier Kids Foundation | San Jose, CA | $232,500 | PUBLIC CHARITY | 2024 |
| Nature Consrvancy | Arlington, VA | $225,000 | PUBLIC CHARITY | 2019 |
| Calmatters | Sacramento, CA | $175,000 | PUBLIC CHARITY | 2022 |
| Creative Lives | Thetford, VT | $150,000 | PUBLIC CHAIRTY | 2021 |
| Hartnell College Foundation | Salinas, CA | $150,000 | PUBLE CHARITY | 2023 |
| Hartnell College Foundation | Salinas, CA | $150,000 | PUBLE CHARITY | 2024 |
| Creative Lives | Thetford, VT | $149,500 | PUBLIC CHAIRTY | 2022 |
| The Nature Conservancy - Ca | San Francisco, CA | $146,000 | PUBLIC CHARITY | 2024 |
| Theatre Works | Palo Alto, CA | $135,000 | PUBLIC CHARITY | 2018 |
| Monterey Bay Aquarium | Monterey, CA | $110,000 | PUBLIC CHARITY | 2023 |
| Creative Lives | Thetford, VT | $108,758 | PUBLIC CHARITY | 2018 |
| Ca Council on Science & Technology | Sacramento, CA | $100,000 | PUBLIC CHARITY | 2019 |
| Community Initiatives | Oakland, CA | $100,000 | PUBLIC CHARITY | 2023 |
| Shine Together (Formerly Tsi) | Milpitas, CA | $100,000 | PUBLIC CHARITY | 2024 |