2025-04-10T14:01:28-05:00 2024-05-31 FIDUCIA PARTNERS LLC PO Box 130 Bedford MI 49020 990PF 2023-06-01 202029688 THE JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION % THE FOUNDATION JAME 6509418802 PO BOX 1742 LOS ALTOS CA 94023 LINDA VERHULP OFFICER 6509418802 2025-04-08 true true MARK A BOLYARD P01270323 4082148570 2025-04-07 2023 2025-03-06 01:10:19Z X 14980369 X 701503 105959 105959 192696 192696 69404 69404 69404 752 752 1070314 368811 181767 90884 90883 150706 75353 75353 310884 155442 155442 55036 27518 27518 16144 8072 8072 110001 55000 55001 51775 25887 25888 876313 438156 438157 2955000 2955000 3831313 438156 3393157 -2760999 0 3295091 6319988 6319988 3890982 554008 554008 12086 12086 107540 9500129 7998833 7998833 16698288 14884915 14980369 27245 11707 27245 11707 X 16671043 14873208 16671043 14873208 16698288 14884915 16671043 -2760999 963164 14873208 14873208 2024 TRANSACTIONS 2024-05-01 69404 69404 69404 69404 0 0 0 8511 0 8511 8511 8511 false false false false false false false true true CA true false false false true THE FOUNDATION 6509418802 PO BOX 1742 LOS ALTOS CA 94023 false false false false false false false false false false false false false false false false false false false false false false 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 181767 0 0 4115229 3833817 8815611 16764657 0 16764657 251470 16513187 825659 825659 0 0 825659 825659 825659 3393157 0 0 0 0 3393157 825659 0 2021 2020 2019 185897 0 3269385 3269385 3393157 0 825659 2567498 5836883 185897 185897 0 0 5836883 0 3269385 2567498 REBECCA MORGAN JAMES MORGAN NONE X BRING ME A BOOK - FRANKLIN PO BOX 160 APALACHICOLA FL 32329 NONE PC PUBLIC CHARITY 25000 CREATIVE LIVES PO BOX 23 THETFORD VT 05074 NONE PC PUBLIC CHAIRTY 30000 CHILD ADVOCATES 3701 KIRBY SUITE 400 HOUSTON TX 77098 NONE PC PUBLIC CHARITY 2500 EDUCARE CALIF AT SILICON VALLEY 1399 SANTEE DRIVE SAN JOSE CA 95122 NONE PC PUBLIC CHARITY 50000 NC STATE COLLEGE OF SCIENCE FDN 1210 VARSITY DRIVE RALEIGH NC 27606 NONE PC PUBLIC CHARITY 43000 SHINE TOGETHER (FORMERLY TSI) 508 VALLEY WAY MILPITAS CA 95035 NONE PC PUBLIC CHARITY 100000 BAY AREA WOMENS SPORTS INITIATIVE 2635 N FIRST STREET SUITE 149 SAN JOSE CA 95134 NONE PC PUBLIC CHARITY 100000 CALIFORNIA FORWARD 1017 L STREET PO BOX 368 SACRAMENTO CA 95814 NONE PC PUBLIC CHARITY 250000 THE TECH MUSEUM 201 S MARKET STREET SAN JOSE CA 95113 NONE PC PUBLIC CHARITY 475000 COMMON SENSE MEDIA 699 8TH STREET SUITE C150 SAN FRANCISCO CA 94103 NONE PC PUBLIC CHARITY 500000 COMMUNITY INITIATIVES 1000 BROADWAY SUITE 480 OAKLAND CA 94607 NONE PC PUBLIC CHARITY 100000 THE TIDES FOUNDATION 1012 TORNEY AVENUE SAN FRANCISCO CA 94129 NONE PC PUBLIC CHARITY 50000 WOMEN IN CA POLITICS 161 FORTADO CIRCLE SACRAMENTO CA 958311606 NONE PC PUBLIC CHARITY 25000 TOWER FOUNDATION OF SAN JOSE STATE ONE WASHINGTON SQUARE SAN JOSE CA 95192 NONE PC PUBLIC CHARITY 76000 HARTNELL COLLEGE FOUNDATION PO BOX 2258 SALINAS CA 93902 NONE PC PUBLE CHARITY 150000 HEALTHIER KIDS FOUNDATION 4040 MOORPARK AVENUE SUITE 100 SAN JOSE CA 95117 NONE PC PUBLIC CHARITY 232500 UPWARDS SCHOLARS 330 TWIN DOLPHIN DRIVE SUITE 101 REDWOOD CITY CA 94065 NONE PC PUBLIC FOUNDATION 100000 THE NATURE CONSERVANCY - CA 201 MISSION STREET FOURTH FLOOR SAN FRANCISCO CA 94105 NONE PC PUBLIC CHARITY 146000 THEATRE WORKS 500 CASTRO STREET MOUNTAIN VIEW CA 94041 NONE PC PUBLIC SUPPORT 500000 2955000 14 105959 14 192696 69404 368811 368811 false false false false false false false false false false X X 1 JAMES REBECCA MORGAN PO BOX 1742 LOS ALTOS CA 94023 701503 X X 1 4,413 SHARES OF MRK 468510 2023-12-14 APPLIED MATERIALS 12086 107540 HS GROUP AT COST 3769020 3769020 LEGACY VENTURES IX AT COST 1439283 1439283 IMPACT VENTURE AT COST 385101 385101 LEGACY VENTURE VII 2389856 2389856 POMONA 10913 10913 STARWOOD REAL ESTATE 4660 4660 OFFICE EXPENSES 51775 25887 25888 MISC 752 752 ADJUSTMENT UNREALIZED GAIN PARTNERSHIPS 963164 PROFESSIONAL FEES 308869 154434 154435 5 2015 1008 1007 IRS - BALANCE DUE 5-31-2018 IRS IRS