The James and Rebecca Morgan
EIN 943187468 Private Foundation
Possibly inactive.
Last 990-PF filing on record is from 2021
(5 years ago). Verify before investing time in an application.
Total Given 2016–2021
$52.8M
159 grants · $8.8M avg/year
based on 6 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$65K
typical mid grants · $28K–$200K
grant size
31%
supporter · 33/105 multi-year
repeat
$31.5M
Assets (2020)
105
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 |
|---|---|---|---|---|
| 2016 | $5.8M | $37.1M | $4.4M | 29 |
| 2017 | $2.1M | $40.2M | $3.2M | 25 |
| 2018 | $3.5M | $35.2M | $3.6M | 31 |
| 2019 | N/A | $36.0M | $3.9M | N/A |
| 2020 | $8.2M | $31.5M | $1.7M | 37 |
| 2021 | $33.2M | $0 | $2.9M | 37 |
Grant Size Distribution
Based on 159 grants on record
Minimum
$100
25th Pctl
$28K
Median
$65K
Average
$332K
75th Pctl
$200K
Maximum
$13.4M
Geographic Distribution
Texas Counties Served
0.6% of US grants
· Rank #7 of 10 states
$100 across
1 grant
1 of 254 counties
Top 1 counties
- 1 Dallas
Officers & Directors
Grants Awarded (159 total)
| Purpose | ||||
|---|---|---|---|---|
| Fidelity Charitable Gift Fund (Jm) | Medfield, MA | $13,426,019 | GENERAL SUPPORT | 2021 |
| National Philanthropic Trust | Jenkintown, PA | $12,176,019 | GENERAL SUPPORT | 2021 |
| New Venture Fund Climate Interactive | Washington DC, DC | $2,200,000 | GENERAL SUPPORT | 2021 |
| Fidelity Charitable Donor Advised Fund | Boston, MA | $2,185,742 | GENERAL SUPPORT | 2020 |
| Fidelity Charitable Gift Fund | Medield, MA | $1,400,000 | GENERAL SUPPORT | 2021 |
| The Nature Conservancy California | San Francisco, CA | $959,000 | GENERAL SUPPORT | 2016 |
| California Stewardship Network | Chico, CA | $860,100 | GENERAL SUPPORT | 2016 |
| New Venture Fund Climate Interactive | Washington DC, DC | $800,000 | GENERAL SUPPORT | 2020 |
| Teen Success Inc | Milpitas, CA | $800,000 | GENERAL SUPPORT | 2016 |
| The Nature Conservancy | San Francisco, CA | $660,844 | GENERAL SUPPORT | 2018 |
| Teen Success | Milpitas, CA | $650,000 | GENERAL SUPPORT | 2021 |
| Project Drawdown | San Francisco, CA | $550,000 | GENERAL SUPPORT | 2020 |
| New Venture Fund Climate Interactive | Washington DC, DC | $530,000 | GENERAL SUPPORT | 2018 |
| Teach for America Bay Area | San Francisco, CA | $500,000 | GENERAL SUPPORT | 2016 |
| Teen Success | Milpitas, CA | $500,000 | GENERAL SUPPORT | 2018 |
| The Nature Conservancy California | San Francisco, CA | $475,000 | GENERAL SUPPORT | 2017 |
| Teen Success | Milpitas, CA | $457,486 | GENERAL SUPPORT | 2020 |
| California Forward | San Francisco, CA | $450,000 | GENERAL SUPPORT | 2020 |
| Sierra Health FDN CNTR for Health MGMT | Sacramnento, CA | $450,000 | GENERAL SUPPORT | 2020 |
| California Forward | San Francisco, CA | $450,000 | GENERAL SUPPORT | 2021 |
| The Nature Conservancy | San Francisco, CA | $442,334 | GENERAL SUPPORT | 2020 |
| Confluence Philanthropy | New York, NY | $400,000 | GENERAL SUPPORT | 2021 |
| Project Drawdown | San Francisco, CA | $400,000 | GENERAL SUPPORT | 2021 |
| The Nature Conservancy ASIA Pacific | Arlington, VA | $322,836 | GENERAL SUPPORT | 2016 |
| Community Initiatives Crtwc | San Francisco, CA | $300,829 | GENERAL SUPPORT | 2016 |
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