JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION
Cite this
Plain text JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2016–2024. https://strategystudio.org/org/202029688. Retrieved 2026-10-18.
APA Strategy Studio. (n.d.). JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION [Nonprofit organization profile; tax years 2016–2024]. Retrieved October 18, 2026, from https://strategystudio.org/org/202029688
MLA “JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION.” Strategy Studio, tax years 2016–2024, https://strategystudio.org/org/202029688. Accessed 18 Oct. 2026.
Retrieved 2026-10-18; covers tax years 2016–2024. Data: Strategy Studio, CC BY 4.0.
2024 · Form 990PF · revenue $20.9M · expenses $7.3M · assets $29.3M
- Also known as
- CHARITABLE FOUNDATION
- EIN
- 20-2029688
- Address
- 3000 EL CAMINO REAL BLDG 4 STE 200, PALO ALTO, CA 94306-2108
- NTEE code
- T22
- Subsection
- 501(c)(3)
- Ruling year
- 2005
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
2 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Linda Verhulp | SECRETARY | 2016-2024 | $188,367 | $610,559 | 2 |
| Mary Smith (former) | DIRECTOR OF FINANCE | 2021-2022 | $86,237 | $125,231 | 2 |
Unpaid officers and directors · 2 people
| Name | Latest title | Years | Organizations |
|---|---|---|---|
| Rebecca Morgan | PRESIDENT/CEO | 2016-2024 | 1 |
| James Morgan | CFO / CHAIRMAN | 2016-2024 | 2 |
People by year
2024 · 3 people listed · 1 paid, $188K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LINDA VERHULP | SECRETARY | 25 | $188,367 | - | $0 | $188,367 | 2 |
| REBECCA MORGAN | PRESIDENT/CEO | 4 | $0 | - | $0 | $0 | 1 |
| JAMES MORGAN | CFO / CHAIRMAN | 2 | $0 | - | $0 | $0 | 2 |
2023 · 3 people listed · 1 paid, $182K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LINDA VERHULP | SECRETARY | 25 | $181,767 | - | $0 | $181,767 | 2 |
| REBECCA MORGAN | PRESIDENT/CEO | 1 | $0 | - | $0 | $0 | 1 |
| JAMES MORGAN | CFO / CHAIRMAN | 1 | $0 | - | $0 | $0 | 2 |
2022 · 4 people listed · 2 paid, $253K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LINDA VERHULP | SECRETARY | 25 | $166,675 | - | $0 | $166,675 | 2 |
| MARY SMITH | DIRECTOR OF FINANCE | 20 | $86,237 | - | $0 | $86,237 | 2 |
| REBECCA MORGAN | PRESIDENT/CEO | 1 | $0 | - | $0 | $0 | 1 |
| JAMES MORGAN | CFO / CHAIRMAN | 1 | $0 | - | $0 | $0 | 2 |
2021 · 4 people listed · 2 paid, $113K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LINDA VERHULP | SECRETARY | 20 | $62,500 | - | $11,250 | $73,750 | 2 |
| MARY SMITH | DIRECTOR OF FINANCE | 20 | $34,770 | - | $4,224 | $38,994 | 2 |
| REBECCA MORGAN | PRESIDENT/CEO | 1 | $0 | - | $0 | $0 | 1 |
| JAMES MORGAN | CFO / CHAIRMAN | 1 | $0 | - | $0 | $0 | 2 |
2020 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| REBECCA MORGAN | PRESIDENT/CEO | 0 | $0 | - | $0 | $0 | 1 |
| JAMES MORGAN | CFO / CHAIRMAN | 0 | $0 | - | $0 | $0 | 2 |
| LINDA VERHULP | SECRETARY | 0 | $0 | - | $0 | $0 | 2 |
2018 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| REBECCA MORGAN | PRESIDENT/CEO | 0 | $0 | - | $0 | $0 | 1 |
| JAMES MORGAN | CFO / CHAIRMAN | 0 | $0 | - | $0 | $0 | 2 |
| LINDA VERHULP | SECRETARY | 0 | $0 | - | $0 | $0 | 2 |
2017 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| REBECCA MORGAN | PRESIDENT/CEO | 0 | $0 | - | $0 | $0 | 1 |
| JAMES C MORGAN | CFO/BOARD CHAIRMAN | 0 | $0 | - | $0 | $0 | 2 |
| LINDA VERHULP | SECRETARY | 0 | $0 | - | $0 | $0 | 2 |
2016 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| REBECCA MORGAN | PRESIDENT/CEO | 0 | $0 | - | $0 | $0 | 1 |
| JAMES C MORGAN | CFO/BOARD CHAIRMAN | 0 | $0 | - | $0 | $0 | 2 |
| LINDA VERHULP | SECRETARY | 0 | $0 | - | $0 | $0 | 2 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 26 grants to organizations · $6.1M
2023 · 19 grants to organizations · $3.0M
2022 · 25 grants to organizations · $4.0M
2021 · 16 grants to organizations · $1.2M
2020 · 19 grants to organizations · $580K
2018 · 11 grants to organizations · $570K
2017 · 17 grants to organizations · $885K
2016 · 17 grants to organizations · $630K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2024 · 1 contributor · $20.3M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | JAMES REBECCA MORGAN | Person | LOS ALTOS, CA | $20,326,426 | - | Form 990PF Sch. B, 2024 · filing |
2023 · 1 contributor · $702K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | JAMES REBECCA MORGAN | Person | LOS ALTOS, CA | $701,503 | $468,510 | Form 990PF Sch. B, 2023 · filing |
2022 · 1 contributor · $44K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | JAMES REBECCA MORGAN | Person | LOS ALTOS, CA | $44,073 | $44,073 | Form 990PF Sch. B, 2022 · filing |
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $20,886,967 | $7,300,246 | $29,296,233 | $29,286,265 | $20,326,426 | - | $188,367 | - | - |
| 2023 · Form 990PF | ||||||||
| $1,070,314 | $3,831,313 | $14,884,915 | $14,873,208 | $701,503 | - | $181,767 | - | - |
| 2022 · Form 990PF | ||||||||
| $448,252 | $4,718,085 | $16,698,288 | $16,671,043 | $44,073 | - | $166,675 | - | - |
| 2021 · Form 990PF | ||||||||
| $189,444 | $1,422,056 | $20,865,977 | $20,852,112 | $0 | - | $62,500 | - | - |
| 2020 · Form 990PF | ||||||||
| $11,404 | $609,487 | $22,084,724 | $22,084,724 | $0 | - | $0 | - | - |
| 2018 · Form 990PF | ||||||||
| $2,920,149 | $740,685 | $23,112,340 | $23,112,340 | $0 | - | $0 | - | - |
| 2017 · Form 990PF | ||||||||
| $1,106,559 | $1,207,431 | $20,932,876 | $20,932,876 | - | - | $0 | - | - |
| 2016 · Form 990PF | ||||||||
| $3,428,487 | $701,221 | $21,033,748 | $21,033,748 | - | - | $0 | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| ESB CHARITABLE FOUNDATION | CA | T22 | $10,616,592 | $20,232,777 | DIRECTOR | $0 | Same NTEE code T22, revenue within 2x, same state, similar name |
| JMM CHARITABLE FOUNDATION INC | CA | T22 | $17,134,304 | $5,176,318 | OFFICER | $91,657 | Same NTEE code T22, revenue within 2x, same state, similar name |
| RONALD & ANN WILLIAMS CHARITABLE FOUNDATION | CA | T22 | $10,536,635 | $6,219,795 | PRESIDENT | $75,000 | Same NTEE code T22, revenue within 2x, same state |
| SAM SIMON CHARITABLE GIVING FOUNDATION INC | CA | T22 | $23,410,957 | $18,805,833 | PRESIDENT/DIRECTOR | $371,698 | Same NTEE code T22, revenue within 2x, same state |
| JOHN AND MARCIA GOLDMAN FOUNDATION | CA | T22 | $24,033,377 | $15,769,009 | EXECUTIVE DIRECTOR | $500,550 | Same NTEE code T22, revenue within 2x, same state |
| JOHN H AND REGINA K SCULLY FOUNDATION | CA | T22 | $29,351,796 | $41,539,746 | Exec. Assist. | $117,215 | Same NTEE code T22, revenue within 2x, same state |
| CONNIE AND BOB LURIE FOUNDATION INC | CA | T22 | $16,938,673 | $22,022,620 | VICE PRESIDE | $0 | Same NTEE code T22, revenue within 2x, same state |
| RADY FOUNDATION | CA | T22 | $20,664,711 | $4,297,196 | Trustee | $0 | Same NTEE code T22, revenue within 2x, same state |
| ROSALINDE AND ARTHUR GILBERT FOUNDATION | CA | T22 | $24,564,043 | $32,130,762 | CEO | $878,350 | Same NTEE code T22, revenue within 2x, same state |
| KISCO CARES FOUNDATION | CA | T22 | $11,797,033 | $3,306,069 | DIRECTOR, PRESIDENT, SECRE | $0 | Same NTEE code T22, revenue within 2x, same state |
| COLBURN FOUNDATION | CA | T22 | $19,384,539 | $24,028,332 | EXECUTIVE DIR. | $96,609 | Same NTEE code T22, revenue within 2x, same state |
| MERCURY FOUNDATION | CA | T22 | $15,081,915 | $32,444,756 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| ROY AND PATRICIA DISNEY FAMILY FOUNDATION | CA | T22 | $10,538,607 | $7,321,079 | Chief Executive Officer | $440,442 | Same NTEE code T22, revenue within 2x, same state |
| CONRAD PREBYS FOUNDATION | CA | T22 | $33,971,703 | $67,516,173 | CEO | $989,949 | Same NTEE code T22, revenue within 2x, same state |
| PWB FOUNDATION | CA | T22 | $14,849,149 | $24,266,892 | DIRECTOR AND CEO | $0 | Same NTEE code T22, revenue within 2x, same state |
| SHP FOUNDATION | CA | T22 | $12,827,460 | $5,569,199 | SECRETARY, DIRECTOR | $0 | Same NTEE code T22, revenue within 2x, same state |
| WHH FOUNDATION | CA | T22 | $11,426,815 | $9,155,199 | EXECUTIVE DIRECTOR | $212,930 | Same NTEE code T22, revenue within 2x, same state |
| AGE FISHER FOUNDATION | CA | T22 | $36,356,807 | $1,328,889 | PRESIDENT/DIRECTOR | $0 | Same NTEE code T22, revenue within 2x, same state |
| ALLAN AND PATRICIA BOSCACCI FAMILY FOUNDATION | CA | T22 | $22,319,411 | $1,648,942 | CFO | $75,407 | Same NTEE code T22, revenue within 2x, same state |
| MEADOWVIEW FOUNDATION | CA | T22 | $15,619,619 | $14,776,840 | PRESIDENT & DIRECTOR | $0 | Same NTEE code T22, revenue within 2x, same state |
| KAVLI FOUNDATION | CA | T22 | $31,441,928 | $41,925,144 | PRESIDENT | $824,011 | Same NTEE code T22, revenue within 2x, same state |
| ADDITIONAL VENTURES FOUNDATION | CA | T22 | $29,136,428 | $19,505,047 | CEO | $349,036 | Same NTEE code T22, revenue within 2x, same state |
| S MARK TAPER FOUNDATION | CA | T22 | $16,708,190 | $9,381,572 | EXECUTIVE DIRECTOR | $518,372 | Same NTEE code T22, revenue within 2x, same state |
| TORREY COAST FOUNDATION | CA | T22 | $15,017,451 | $10,078,289 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| MERKIN FAMILY FOUNDATION | CA | T22 | $11,222,341 | $11,269,010 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990PF · $7,300,246 spent · pay $346,752 · grants $6,126,534 · events $25,960
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $6,126,534 | 83.9% | |
| Fees: other professional | $676,814 | 9.3% | |
| Pay: officers, directors, trustees | $188,367 | 2.6% | |
| Other salaries and wages | $158,385 | 2.2% | |
| Other expenses | $61,339 | 0.8% | |
| Occupancy | $61,042 | 0.8% | |
| Travel, conferences and meetings | $25,960 | 0.4% | |
| Taxes | $1,805 | 0.0% | |
| Total | $7,300,246 | 100% |
2023 · Form 990PF · $3,831,313 spent · pay $332,473 · grants $2,955,000 · events $16,144
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,955,000 | 77.1% | |
| Fees: other professional | $310,884 | 8.1% | |
| Pay: officers, directors, trustees | $181,767 | 4.7% | |
| Other salaries and wages | $150,706 | 3.9% | |
| Printing and publications | $110,001 | 2.9% | |
| Occupancy | $55,036 | 1.4% | |
| Other expenses | $51,775 | 1.4% | |
| Travel, conferences and meetings | $16,144 | 0.4% | |
| Total | $3,831,313 | 100% |
2022 · Form 990PF · $4,718,085 spent · pay $318,238 · grants $3,976,250 · events $9,747
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $3,976,250 | 84.3% | |
| Fees: other professional | $267,323 | 5.7% | |
| Pay: officers, directors, trustees | $166,675 | 3.5% | |
| Other salaries and wages | $151,563 | 3.2% | |
| Other expenses | $58,423 | 1.2% | |
| Occupancy | $46,018 | 1.0% | |
| Printing and publications | $42,086 | 0.9% | |
| Travel, conferences and meetings | $9,747 | 0.2% | |
| Total | $4,718,085 | 100% |
2021 · Form 990PF · $1,422,056 spent · pay $126,693 · grants $1,184,400 · events $2,870
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,184,400 | 83.3% | |
| Other salaries and wages | $64,193 | 4.5% | |
| Pay: officers, directors, trustees | $62,500 | 4.4% | |
| Fees: accounting | $53,664 | 3.8% | |
| Other expenses | $27,783 | 2.0% | |
| Occupancy | $26,646 | 1.9% | |
| Travel, conferences and meetings | $2,870 | 0.2% | |
| Total | $1,422,056 | 100% |
2020 · Form 990PF · $609,487 spent · pay $0 · grants $579,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $579,500 | 95.1% | |
| Other expenses | $25,187 | 4.1% | |
| Fees: accounting | $4,800 | 0.8% | |
| Total | $609,487 | 100% |
2018 · Form 990PF · $740,685 spent · pay $0 · grants $570,389 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $570,389 | 77.0% | |
| Taxes | $164,899 | 22.3% | |
| Fees: accounting | $3,600 | 0.5% | |
| Other expenses | $1,797 | 0.2% | |
| Total | $740,685 | 100% |
2017 · Form 990PF · $1,207,431 spent · pay $0 · grants $884,858 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $884,858 | 73.3% | |
| Taxes | $310,132 | 25.7% | |
| Fees: accounting | $12,000 | 1.0% | |
| Other expenses | $441 | 0.0% | |
| Total | $1,207,431 | 100% |
2016 · Form 990PF · $701,221 spent · pay $0 · grants $630,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $630,000 | 89.8% | |
| Taxes | $65,701 | 9.4% | |
| Fees: accounting | $5,250 | 0.7% | |
| Other expenses | $270 | 0.0% | |
| Total | $701,221 | 100% |