2019-07-31T15:35:59-05:00 2019-05-31 FIDUCIA PARTNERS LLC 333 W EL CAMINO REAL STE 315 SUNNYVALE CA 940871975 990PF 2018-06-01 202029688 THE JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION % THE FOUNDATION JAME 6509418802 PO BOX 1742 LOS ALTOS CA 94023 JAMES MORGAN OFFICER 6509418802 2019-07-24 true MARK BOLYARD P01270323 4082148570 96.78.168.121 77394920192125000001 2019-07-31 P B2370150CF414EB2664EB60E084D825AC47DA840 B2370150CF414EB2664EB60E084D825AC47DA840 2018 2019-02-21 02:37:17Z X 23334065 X 0 X 416165 416165 19174 19174 2484810 4753923 4753418 2920149 5188757 0 3600 0 0 0 164899 1797 170296 0 0 0 570389 570389 740685 0 0 570389 2179464 5188757 17825642 22176148 22176148 2281199 12086 19345 826035 924106 1138572 20932876 23112340 23334065 0 0 X 20932876 23112340 20932876 23112340 20932876 23112340 20932876 2179464 23112340 23112340 AMAT STOCK - 93,871 SHS D 2019-06-11 4753923 505 4753418 4753418 4753418 false 897064 23436357 0.038277 635360 20338401 0.031239 940927 14066335 0.066892 966500 8714989 0.110901 180800 2957981 0.061123 0.308432 0.061686 23050519 1421894 51888 1473782 570389 103775 103775 103775 125000 125000 21225 21225 false false false false false false false true true CA true false 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 REBECCA MORGAN PO BOX 1742 LOS ALTOS CA 94023 PRESIDENT/CEO 0.25 0 0 0 JAMES MORGAN PO BOX 1742 LOS ALTOS CA 94023 CFO / CHAIRMAN 0.5 0 0 0 LINDA VERHULP PO BOX 1742 LOS ALTOS CA 94023 SECRETARY 0.5 0 0 0 218835 22220032 962675 23401542 0 23401542 351023 23050519 1152526 1152526 103775 103775 1048751 1048751 1048751 570389 0 0 0 0 570389 570389 1048751 2016 2015 2014 180800 966500 321466 1468766 570389 570389 0 478362 478362 990404 0 990404 668938 321466 REBECCA MORGAN JAMES MORGAN NONE X STANFORD UNIVERSITY 450 SERRA MALL STANFORD CA 94305 NONE PC PUBLIC CHARITY 5000 CREATIVE LIVES PO BOX 23 THETFORD VT 05074 NONE PC PUBLIC CHAIRTY 91889 FOOTHILL DEANZA 12345 EL MONTE RD LOS ALTOS HILLS CA 94022 NONE PC PUBLIC CHARITY 56000 NATURE CONSRVANCY 4245 N FAIRFAX DRIVE SUITE 100 ARLINGTON VA 22203 NONE PUBLIC CHARITY 225000 BENS BUSINESS EXECUTIVE 1030 15TH STREET NW SUITE 200 EAST WASHINGTON DC DC 20005 NONE PUBLIC CHARITY 25000 GLAUCOMA RESEARCH FOUNDATION 251 POST STREET SUITE 600 SAN FRANCISCO CA 94108 NONE PUBLIC CHARITY 2500 PRESIDIO PERFORMING ARTS FOUNDATION PO BOX 29066 SAN FRANCISCO CA 94129 NONE PUBLIC CHARITY 5000 CALMATTERS 1017 L STREET SUITE 261 SACRAMENTO CA 95814 NONE PUBLIC CHARITY 10000 WOMEN'S SPORTS FOUNDATION 247 WEST 30TH STREET 5TH FLOOR NEW YORK NY 10001 NONE PUBLIC CHARITY 25000 TEEN SUCCESS 508 VALLEY WAY MILIPITAS CA 95035 NONE PUBLIC CHARITY 25000 CA COUNCIL ON SCIENCE & TECHNOLOGY 1130 K STREET SUITE 280 SACRAMENTO CA 95814 NONE PUBLIC CHARITY 100000 570389 14 416165 14 19174 18 2484810 2920149 2920149 false false false false false false false false false false ACCOUNTING FEES 3600 APPLIED MATERIALS - 129466 SHS 12086 19345 HS GROUP AT COST 865503 1079969 LEGACY VENTURES IX AT COST 58603 58603 CA FTB 10 CA ATTORNEY GENERAL 150 BANK CHARGES 233 OTHER DEDUCTIONS - LEGACY IX 1404 IRS - BALANCE DUE 5-31-2018 14899 IRS 25000 IRS 125000