JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION (EIN 20-2029688)
- Tax period
- 2023-06-01 to 2024-05-31
- Filed
- 2025-04-10
- IRS object ID
- 202531009349100948
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-10T14:01:28-05:00 | ReturnTs |
| Tax Period End | 2024-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIA PARTNERS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 130 | AddressLine1Txt |
| City | Bedford | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202029688 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAMES AND REBECCA MORGAN | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE FOUNDATION | InCareOfNm |
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 6509418802 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1742 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA VERHULP | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 6509418802 | PhoneNum |
| Signature | 2025-04-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK A BOLYARD | PreparerPersonNm |
| PTIN | P01270323 | PTIN |
| Phone | 4082148570 | PhoneNum |
| Preparation | 2025-04-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,980,369 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $701,503 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $105,959 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $105,959 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $192,696 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $192,696 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $69,404 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $69,404 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $69,404 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $752 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $752 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,070,314 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $368,811 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $181,767 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $90,884 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $90,883 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $150,706 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $75,353 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $75,353 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $310,884 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $155,442 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $155,442 | OtherProfFeesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $55,036 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $27,518 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $27,518 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $16,144 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $8,072 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,072 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $110,001 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $55,000 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $55,001 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $51,775 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,887 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,888 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $876,313 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $438,156 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $438,157 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,955,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,955,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,831,313 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $438,156 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,393,157 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,760,999 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,295,091 | CashBOYAmt |
| Cash EOY | $6,319,988 | CashEOYAmt |
| Cash EOYFMV | $6,319,988 | CashEOYFMVAmt |
| US Government Obligations BOY | $3,890,982 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $554,008 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $554,008 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,086 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,086 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $107,540 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $9,500,129 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,998,833 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,998,833 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,698,288 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,884,915 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,980,369 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $27,245 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $11,707 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $27,245 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,707 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $16,671,043 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,873,208 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,671,043 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,873,208 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,698,288 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,884,915 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,671,043 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,760,999 | ExcessRevenueOverExpensesAmt |
| Other Increases | $963,164 | OtherIncreasesAmt |
| Subtotal | $14,873,208 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,873,208 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 2024 TRANSACTIONS | PropertyDesc |
| Sold | 2024-05-01 | SoldDt |
| Gross Sales Price | $69,404 | GrossSalesPriceAmt |
| Gain Or Loss | $69,404 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $69,404 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69,404 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,511 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $8,511 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,511 | OverpaymentAmt |
| Applied To ES Tax | $8,511 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6509418802 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1742 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| REBECCA MORGAN | ||||||||
| PO BOX 1742 | LOS ALTOS | CA | 94023 | PRESIDENT/CEO | 1.0 | $0 | $0 | $0 |
| JAMES MORGAN | ||||||||
| PO BOX 1742 | LOS ALTOS | CA | 94023 | CFO / CHAIRMAN | 1.0 | $0 | $0 | $0 |
| LINDA VERHULP | ||||||||
| PO BOX 1742 | LOS ALTOS | CA | 94023 | SECRETARY | 25.0 | $181,767 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,115,229 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,833,817 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,815,611 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,764,657 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,764,657 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $251,470 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,513,187 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $825,659 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $825,659 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $825,659 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $825,659 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $825,659 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,393,157 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,393,157 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $825,659 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $185,897 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,269,385 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,269,385 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,393,157 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $825,659 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,567,498 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,836,883 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $185,897 | PriorYearUndistributedIncmAmt |
| Taxable1 | $185,897 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $5,836,883 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $3,269,385 | ExcessFromYear1Amt |
| Excess From Current Year | $2,567,498 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | REBECCA MORGAN | ContributingManagerNm |
| Contributing Manager | JAMES MORGAN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BRING ME A BOOK - FRANKLIN | ||||||||
| PO BOX 160 | APALACHICOLA | FL | 32329 | NONE | PC | PUBLIC CHARITY | $25,000 | |
| CREATIVE LIVES | ||||||||
| PO BOX 23 | THETFORD | VT | 05074 | NONE | PC | PUBLIC CHAIRTY | $30,000 | |
| CHILD ADVOCATES | ||||||||
| 3701 KIRBY | HOUSTON | TX | 77098 | NONE | PC | PUBLIC CHARITY | $2,500 | SUITE 400 |
| EDUCARE CALIF AT SILICON VALLEY | ||||||||
| 1399 SANTEE DRIVE | SAN JOSE | CA | 95122 | NONE | PC | PUBLIC CHARITY | $50,000 | |
| NC STATE COLLEGE OF SCIENCE FDN | ||||||||
| 1210 VARSITY DRIVE | RALEIGH | NC | 27606 | NONE | PC | PUBLIC CHARITY | $43,000 | |
| SHINE TOGETHER (FORMERLY TSI) | ||||||||
| 508 VALLEY WAY | MILPITAS | CA | 95035 | NONE | PC | PUBLIC CHARITY | $100,000 | |
| BAY AREA WOMENS SPORTS INITIATIVE | ||||||||
| 2635 N FIRST STREET | SAN JOSE | CA | 95134 | NONE | PC | PUBLIC CHARITY | $100,000 | SUITE 149 |
| CALIFORNIA FORWARD | ||||||||
| 1017 L STREET | SACRAMENTO | CA | 95814 | NONE | PC | PUBLIC CHARITY | $250,000 | PO BOX 368 |
| THE TECH MUSEUM | ||||||||
| 201 S MARKET STREET | SAN JOSE | CA | 95113 | NONE | PC | PUBLIC CHARITY | $475,000 | |
| COMMON SENSE MEDIA | ||||||||
| 699 8TH STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | PUBLIC CHARITY | $500,000 | SUITE C150 |
| COMMUNITY INITIATIVES | ||||||||
| 1000 BROADWAY | OAKLAND | CA | 94607 | NONE | PC | PUBLIC CHARITY | $100,000 | SUITE 480 |
| THE TIDES FOUNDATION | ||||||||
| 1012 TORNEY AVENUE | SAN FRANCISCO | CA | 94129 | NONE | PC | PUBLIC CHARITY | $50,000 | |
| WOMEN IN CA POLITICS | ||||||||
| 161 FORTADO CIRCLE | SACRAMENTO | CA | 958311606 | NONE | PC | PUBLIC CHARITY | $25,000 | |
| TOWER FOUNDATION OF SAN JOSE STATE | ||||||||
| ONE WASHINGTON SQUARE | SAN JOSE | CA | 95192 | NONE | PC | PUBLIC CHARITY | $76,000 | |
| HARTNELL COLLEGE FOUNDATION | ||||||||
| PO BOX 2258 | SALINAS | CA | 93902 | NONE | PC | PUBLE CHARITY | $150,000 | |
| HEALTHIER KIDS FOUNDATION | ||||||||
| 4040 MOORPARK AVENUE | SAN JOSE | CA | 95117 | NONE | PC | PUBLIC CHARITY | $232,500 | SUITE 100 |
| UPWARDS SCHOLARS | ||||||||
| 330 TWIN DOLPHIN DRIVE | REDWOOD CITY | CA | 94065 | NONE | PC | PUBLIC FOUNDATION | $100,000 | SUITE 101 |
| THE NATURE CONSERVANCY - CA | ||||||||
| 201 MISSION STREET | SAN FRANCISCO | CA | 94105 | NONE | PC | PUBLIC CHARITY | $146,000 | FOURTH FLOOR |
| THEATRE WORKS | ||||||||
| 500 CASTRO STREET | MOUNTAIN VIEW | CA | 94041 | NONE | PC | PUBLIC SUPPORT | $500,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,955,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105,959 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $192,696 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $69,404 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $368,811 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $368,811 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JAMES REBECCA MORGAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1742 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $701,503 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 4,413 SHARES OF MRK | NoncashPropertyDesc |
| Fair Market Value | $468,510 | FairMarketValueAmt |
| Received | 2023-12-14 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | APPLIED MATERIALS | StockNm |
| EOY Book Value | $12,086 | EOYBookValueAmt |
| EOYFMV | $107,540 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HS GROUP | AT COST | $3,769,020 | $3,769,020 |
| LEGACY VENTURES IX | AT COST | $1,439,283 | $1,439,283 |
| IMPACT VENTURE | AT COST | $385,101 | $385,101 |
| LEGACY VENTURE VII | $2,389,856 | $2,389,856 | |
| POMONA | $10,913 | $10,913 | |
| STARWOOD REAL ESTATE | $4,660 | $4,660 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $51,775 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25,887 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25,888 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC | Desc |
| Revenue And Expenses Per Books | $752 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $752 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT UNREALIZED GAIN PARTNERSHIPS | Desc |
| Amt | $963,164 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $308,869 | $154,434 | $154,435 |
| 5 | $2,015 | $1,008 | $1,007 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt |
|---|
| IRS - BALANCE DUE 5-31-2018 |
| IRS |
| IRS |