2026-04-14T13:00:22-05:00 2025-05-31 FIDUCIA PARTNERS LLC PO Box 130 Bedford MI 49020 990PF 2024-06-01 202029688 THE JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION % THE FOUNDATION JAME 6509418802 PO BOX 1742 LOS ALTOS CA 94023 LINDA VERHULP OFFICER 6509418802 2026-04-14 true true MARK BOLYARD P01270323 4082148570 2026-04-13 2024 2025-03-06 01:10:19Z X 29362522 X 20326426 25767 25767 646089 646089 -111611 0 296 296 20886967 672152 188367 94183 94184 158385 79193 79192 676814 338407 338407 1805 1805 0 61042 30521 30521 25960 12980 12980 61339 30669 30670 1173712 587758 585954 6126534 6126534 7300246 587758 6712488 13586721 84394 0 6319988 16240370 16240370 554008 4896901 4896901 12086 12086 78375 7998833 8146876 8146876 14884915 29296233 29362522 11707 9968 11707 9968 X 14873208 29286265 14873208 29286265 14884915 29296233 14873208 13586721 826336 29286265 29286265 REALIZED LOSS P 111611 -111611 -111611 -111611 1173 1173 1173 4971 0 4971 3798 3798 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 false false 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 188367 0 0 16217995 3687399 8072855 27978249 0 27978249 419674 27558575 1377929 1377929 1173 1173 1376756 1376756 1376756 6712488 0 0 0 0 6712488 1376756 0 2022 2021 2020 185897 0 3269385 2567498 5836883 6712488 0 1376756 5335732 11172615 185897 185897 0 0 11172615 0 3269385 2567498 5335732 REBECCA MORGAN JAMES MORGAN NONE X CREATIVE LIVES PO BOX 23 THETFORD VT 05074 NONE PC PUBLIC CHAIRTY 75000 CHILDREN NOW 6250 CLAREMONT AVENUE SUITE 230 OAKLAND CA 94618 NONE PC PUBLIC CHARITY 100000 NC STATE UNIVERSITY FOUNDATION 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 125000 CALIFORNIA FORWARD 1017 L STREET PO BOX 368 SACRAMENTO CA 95814 NONE PC PUBLIC CHARITY 300000 THE TECH MUSEUM 201 S MARKET STREET SAN JOSE CA 95113 NONE PC PUBLIC CHARITY 325000 COMMON SENSE MEDIA 699 8TH STREET SUITE C150 SAN FRANCISCO CA 94103 NONE PC PUBLIC CHARITY 500000 CREATV SAN JOSE 38 SOUTH 2ND STREET SAN JOSE CA 95113 NONE PC PUBLIC CHARITY 5200 HIDDEN VILLA 26870 MOODY ROAD LOS ALTOS HILLS CA 94022 NONE PC PUBLIC CHARITY 50000 MONTEREY BAY AQUARIUM FOUNDATION 886 CANNERY ROW MONTEREY CA 93940 NONE PC PUBLIC CHARITY 100000 THE BETTER ANGELS SOCIETY 5185 MACARTHUR BLVD SUITE 570 WASHINGTON DC 20016 NONE PC PUBLIC CHARITY 100000 FOOTHILL DEANZA FOUNDATION 12345 EL MONTE ROAD LOS ALTOS CA 94022 NONE PC PUBLE CHARITY 200000 GRAIL FAMILY SERVICES 2003 E SAN ANTONIO STREET SAN JOSE CA 95116 NONE PC PUBLIC CHARITY 100000 UPWARDS SCHOLARS 330 TWIN DOLPHIN DRIVE SUITE 101 REDWOOD CITY CA 94065 NONE PC PUBLIC FOUNDATION 100000 THE NATURE CONSERVANCY 201 MISSION STREET FOURTH FLOOR SAN FRANCISCO CA 94105 NONE PC PUBLIC CHARITY 975000 SAN JOSE STATE UNIVERSITY 1 WASHINGTON SQUARE SAN JOSE CA 95192 NONE PC PUBLIC SUPPORT 100000 FEATHER RIVER LAND TRUST 353 JACKSON STREET QUNICY CA 95971 NONE PC PUBLIC CHARITY 150000 FIDELITY DAF - JM 100 CROSBY PAKWAY KC1D-FCS COVINGTON KY 41015 NONE PC PUBLIC CHARITY 1000000 NATIONAL PHILANTHROPIC TRUST - MF 165 TOWNSHIP LINE ROAD SUITE 1200 JENKINTOWN PA 19046 NONE PC PUBLIC CHARITY 1000000 LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH 400 HAMILTON AVENUE PALO ALTO CA 94301 NONE PC PUBLIC CHARITY 10000 CRTWC COMMUNITY INITIATIVES NOT PROVIDED NOT PROVIDED CA 99999 NONE PC PUBLIC CHARITY 200000 SANTA CLARA UNIVERSITY 500 EL CAMINO REAL SANTA CLARA CA 95053 NONE PC PUBLIC CHARITY 333334 AMERICAN LEADERSHIP FORUM PO BOX 59612 SAN JOSE CA 95159 NONE PC PUBLIC CHARITY 25000 EAST PALO ALTO TENNIS & TUTORING 2450 RALMAR AVENUE EAST PALO ALTO CA 94303 NONE PC PUBLIC CHARITY 10000 HEALTHIER KIDS FOUNDATION 1400 PARKMOOR AVENUE SUITE 210 SAN JOSE CA 95126 NONE PC PUBLIC CHARITY 100000 6126534 14 25767 14 646089 18 -111611 OTHER 296 560541 560541 false false false false false false false false false false X X 1 JAMES REBECCA MORGAN PO BOX 1742 LOS ALTOS CA 94023 20326426 X X APPLIED MATERIALS 12086 78375 4896901 4896901 HS GROUP AT COST 4045222 4045222 LEGACY VENTURES IX AT COST 1449998 1449998 IMPACT VENTURE AT COST 523677 523677 LEGACY VENTURE VII 2125162 2125162 POMONA 0 0 STARWOOD REAL ESTATE 2817 2817 OFFICE EXPENSES 61339 30669 30670 MISC 296 296 ADJUSTMENT UNREALIZED GAIN PARTNERSHIPS 826336 PROFESSIONAL FEES 518629 259315 259314 BROKERAGE FEES 38185 19092 19093 ADVERTISING 120000 60000 60000 FOREIGN TAXES 1805 1805 0