JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION (EIN 20-2029688)
- Tax period
- 2024-06-01 to 2025-05-31
- Filed
- 2026-04-14
- IRS object ID
- 202601049349100130
- Schema version
- 2024v5.2
- 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 Govt Obligations Sch
- 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 | 2026-04-14T13:00:22-05:00 | ReturnTs |
| Tax Period End | 2025-05-31 | 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 | 2024-06-01 | 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 | 2026-04-14 | 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 BOLYARD | PreparerPersonNm |
| PTIN | P01270323 | PTIN |
| Phone | 4082148570 | PhoneNum |
| Preparation | 2026-04-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $29,362,522 | 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 | $20,326,426 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $25,767 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25,767 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $646,089 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $646,089 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$111,611 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $296 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $296 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $20,886,967 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $672,152 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $188,367 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $94,183 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $94,184 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $158,385 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $79,193 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $79,192 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $676,814 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $338,407 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $338,407 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,805 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,805 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $61,042 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $30,521 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $30,521 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $25,960 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $12,980 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,980 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $61,339 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,669 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,670 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,173,712 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $587,758 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $585,954 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,126,534 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,126,534 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,300,246 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $587,758 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,712,488 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,586,721 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $84,394 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,319,988 | CashBOYAmt |
| Cash EOY | $16,240,370 | CashEOYAmt |
| Cash EOYFMV | $16,240,370 | CashEOYFMVAmt |
| US Government Obligations BOY | $554,008 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,896,901 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,896,901 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,086 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,086 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $78,375 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,998,833 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,146,876 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,146,876 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,884,915 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,296,233 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,362,522 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $11,707 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $9,968 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $11,707 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,968 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $14,873,208 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,286,265 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,873,208 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,286,265 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,884,915 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,296,233 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,873,208 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,586,721 | ExcessRevenueOverExpensesAmt |
| Other Increases | $826,336 | OtherIncreasesAmt |
| Subtotal | $29,286,265 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $29,286,265 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | REALIZED LOSS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Cost Or Other Basis | $111,611 | CostOrOtherBasisAmt |
| Gain Or Loss | -$111,611 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$111,611 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$111,611 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,173 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,173 | SubtotalAmt |
| Tax Based On Investment Income | $1,173 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,971 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $4,971 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,798 | OverpaymentAmt |
| Applied To ES Tax | $3,798 | 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 |
| Own Controlled Entity | false | OwnControlledEntityInd |
| 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 | 4.0 | $0 | $0 | $0 |
| JAMES MORGAN | ||||||||
| PO BOX 1742 | LOS ALTOS | CA | 94023 | CFO / CHAIRMAN | 2.0 | $0 | $0 | $0 |
| LINDA VERHULP | ||||||||
| PO BOX 1742 | LOS ALTOS | CA | 94023 | SECRETARY | 25.0 | $188,367 | $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 | $16,217,995 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,687,399 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,072,855 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,978,249 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,978,249 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $419,674 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,558,575 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,377,929 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,377,929 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,173 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,173 | TotalTaxAmt |
| Distributable Before Adj | $1,376,756 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,376,756 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,376,756 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,712,488 | 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 | $6,712,488 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,376,756 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $185,897 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,269,385 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,567,498 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,836,883 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,712,488 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,376,756 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,335,732 | RemainingDistriFromCorpusAmt |
| Total Corpus | $11,172,615 | 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 | $11,172,615 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $3,269,385 | ExcessFromYear2Amt |
| Excess From Year1 | $2,567,498 | ExcessFromYear1Amt |
| Excess From Current Year | $5,335,732 | 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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CREATIVE LIVES | ||||||||
| PO BOX 23 | THETFORD | VT | 05074 | NONE | PC | PUBLIC CHAIRTY | $75,000 | |
| CHILDREN NOW | ||||||||
| 6250 CLAREMONT AVENUE | OAKLAND | CA | 94618 | NONE | PC | PUBLIC CHARITY | $100,000 | SUITE 230 |
| NC STATE UNIVERSITY FOUNDATION | ||||||||
| 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 | $125,000 | SUITE 149 |
| CALIFORNIA FORWARD | ||||||||
| 1017 L STREET | SACRAMENTO | CA | 95814 | NONE | PC | PUBLIC CHARITY | $300,000 | PO BOX 368 |
| THE TECH MUSEUM | ||||||||
| 201 S MARKET STREET | SAN JOSE | CA | 95113 | NONE | PC | PUBLIC CHARITY | $325,000 | |
| COMMON SENSE MEDIA | ||||||||
| 699 8TH STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | PUBLIC CHARITY | $500,000 | SUITE C150 |
| CREATV SAN JOSE | ||||||||
| 38 SOUTH 2ND STREET | SAN JOSE | CA | 95113 | NONE | PC | PUBLIC CHARITY | $5,200 | |
| HIDDEN VILLA | ||||||||
| 26870 MOODY ROAD | LOS ALTOS HILLS | CA | 94022 | NONE | PC | PUBLIC CHARITY | $50,000 | |
| MONTEREY BAY AQUARIUM FOUNDATION | ||||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | NONE | PC | PUBLIC CHARITY | $100,000 | |
| THE BETTER ANGELS SOCIETY | ||||||||
| 5185 MACARTHUR BLVD | WASHINGTON | DC | 20016 | NONE | PC | PUBLIC CHARITY | $100,000 | SUITE 570 |
| FOOTHILL DEANZA FOUNDATION | ||||||||
| 12345 EL MONTE ROAD | LOS ALTOS | CA | 94022 | NONE | PC | PUBLE CHARITY | $200,000 | |
| GRAIL FAMILY SERVICES | ||||||||
| 2003 E SAN ANTONIO STREET | SAN JOSE | CA | 95116 | NONE | PC | PUBLIC CHARITY | $100,000 | |
| UPWARDS SCHOLARS | ||||||||
| 330 TWIN DOLPHIN DRIVE | REDWOOD CITY | CA | 94065 | NONE | PC | PUBLIC FOUNDATION | $100,000 | SUITE 101 |
| THE NATURE CONSERVANCY | ||||||||
| 201 MISSION STREET | SAN FRANCISCO | CA | 94105 | NONE | PC | PUBLIC CHARITY | $975,000 | FOURTH FLOOR |
| SAN JOSE STATE UNIVERSITY | ||||||||
| 1 WASHINGTON SQUARE | SAN JOSE | CA | 95192 | NONE | PC | PUBLIC SUPPORT | $100,000 | |
| FEATHER RIVER LAND TRUST | ||||||||
| 353 JACKSON STREET | QUNICY | CA | 95971 | NONE | PC | PUBLIC CHARITY | $150,000 | |
| FIDELITY DAF - JM | ||||||||
| 100 CROSBY PAKWAY | COVINGTON | KY | 41015 | NONE | PC | PUBLIC CHARITY | $1,000,000 | KC1D-FCS |
| NATIONAL PHILANTHROPIC TRUST - MF | ||||||||
| 165 TOWNSHIP LINE ROAD | JENKINTOWN | PA | 19046 | NONE | PC | PUBLIC CHARITY | $1,000,000 | SUITE 1200 |
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | ||||||||
| 400 HAMILTON AVENUE | PALO ALTO | CA | 94301 | NONE | PC | PUBLIC CHARITY | $10,000 | |
| CRTWC COMMUNITY INITIATIVES | ||||||||
| NOT PROVIDED | NOT PROVIDED | CA | 99999 | NONE | PC | PUBLIC CHARITY | $200,000 | |
| SANTA CLARA UNIVERSITY | ||||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | NONE | PC | PUBLIC CHARITY | $333,334 | |
| AMERICAN LEADERSHIP FORUM | ||||||||
| PO BOX 59612 | SAN JOSE | CA | 95159 | NONE | PC | PUBLIC CHARITY | $25,000 | |
| EAST PALO ALTO TENNIS & TUTORING | ||||||||
| 2450 RALMAR AVENUE | EAST PALO ALTO | CA | 94303 | NONE | PC | PUBLIC CHARITY | $10,000 | |
| HEALTHIER KIDS FOUNDATION | ||||||||
| 1400 PARKMOOR AVENUE | SAN JOSE | CA | 95126 | NONE | PC | PUBLIC CHARITY | $100,000 | SUITE 210 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,126,534 | 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 | $25,767 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $646,089 | 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 | 18 | ExclusionCd |
| Exclusion | -$111,611 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Exclusion | $296 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $560,541 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $560,541 | 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 | $20,326,426 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
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 | $78,375 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,896,901 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,896,901 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HS GROUP | AT COST | $4,045,222 | $4,045,222 |
| LEGACY VENTURES IX | AT COST | $1,449,998 | $1,449,998 |
| IMPACT VENTURE | AT COST | $523,677 | $523,677 |
| LEGACY VENTURE VII | $2,125,162 | $2,125,162 | |
| POMONA | $0 | $0 | |
| STARWOOD REAL ESTATE | $2,817 | $2,817 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $61,339 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $30,669 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30,670 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC | Desc |
| Revenue And Expenses Per Books | $296 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $296 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT UNREALIZED GAIN PARTNERSHIPS | Desc |
| Amt | $826,336 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $518,629 | $259,315 | $259,314 |
| BROKERAGE FEES | $38,185 | $19,092 | $19,093 |
| ADVERTISING | $120,000 | $60,000 | $60,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,805 | Amt |
| Net Investment Income | $1,805 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |