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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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Linda Verhulp SECRETARY2016-2024 $188,367$610,559 2
Mary Smith (former) DIRECTOR OF FINANCE2021-2022 $86,237$125,231 2
Unpaid officers and directors · 2 people
NameLatest titleYearsOrganizations
Rebecca Morgan PRESIDENT/CEO2016-2024 1
James Morgan CFO / CHAIRMAN2016-2024 2

People by year

2024 · 3 people listed · 1 paid, $188K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LINDA VERHULP SECRETARY25 $188,367-$0 $188,3672
REBECCA MORGAN PRESIDENT/CEO4 $0-$0 $01
JAMES MORGAN CFO / CHAIRMAN2 $0-$0 $02
2023 · 3 people listed · 1 paid, $182K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LINDA VERHULP SECRETARY25 $181,767-$0 $181,7672
REBECCA MORGAN PRESIDENT/CEO1 $0-$0 $01
JAMES MORGAN CFO / CHAIRMAN1 $0-$0 $02
2022 · 4 people listed · 2 paid, $253K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LINDA VERHULP SECRETARY25 $166,675-$0 $166,6752
MARY SMITH DIRECTOR OF FINANCE20 $86,237-$0 $86,2372
REBECCA MORGAN PRESIDENT/CEO1 $0-$0 $01
JAMES MORGAN CFO / CHAIRMAN1 $0-$0 $02
2021 · 4 people listed · 2 paid, $113K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LINDA VERHULP SECRETARY20 $62,500-$11,250 $73,7502
MARY SMITH DIRECTOR OF FINANCE20 $34,770-$4,224 $38,9942
REBECCA MORGAN PRESIDENT/CEO1 $0-$0 $01
JAMES MORGAN CFO / CHAIRMAN1 $0-$0 $02
2020 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
REBECCA MORGAN PRESIDENT/CEO0 $0-$0 $01
JAMES MORGAN CFO / CHAIRMAN0 $0-$0 $02
LINDA VERHULP SECRETARY0 $0-$0 $02
2018 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
REBECCA MORGAN PRESIDENT/CEO0 $0-$0 $01
JAMES MORGAN CFO / CHAIRMAN0 $0-$0 $02
LINDA VERHULP SECRETARY0 $0-$0 $02
2017 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
REBECCA MORGAN PRESIDENT/CEO0 $0-$0 $01
JAMES C MORGAN CFO/BOARD CHAIRMAN0 $0-$0 $02
LINDA VERHULP SECRETARY0 $0-$0 $02
2016 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
REBECCA MORGAN PRESIDENT/CEO0 $0-$0 $01
JAMES C MORGAN CFO/BOARD CHAIRMAN0 $0-$0 $02
LINDA VERHULP SECRETARY0 $0-$0 $02

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
#ContributorTypeCity, stateTotalNoncashSource
1 JAMES REBECCA MORGAN Person LOS ALTOS, CA $20,326,426- Form 990PF Sch. B, 2024 · filing
2023 · 1 contributor · $702K
#ContributorTypeCity, stateTotalNoncashSource
1 JAMES REBECCA MORGAN Person LOS ALTOS, CA $701,503$468,510 Form 990PF Sch. B, 2023 · filing
2022 · 1 contributor · $44K
#ContributorTypeCity, stateTotalNoncashSource
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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2025-05-31 · view filing · original 990 ↗
$20,886,967$7,300,246 $29,296,233$29,286,265 $20,326,426- $188,367--
2023 · Form 990PF period ending 2024-05-31 · view filing · original 990 ↗
$1,070,314$3,831,313 $14,884,915$14,873,208 $701,503- $181,767--
2022 · Form 990PF period ending 2023-05-31 · view filing · original 990 ↗
$448,252$4,718,085 $16,698,288$16,671,043 $44,073- $166,675--
2021 · Form 990PF period ending 2022-05-31 · view filing · original 990 ↗
$189,444$1,422,056 $20,865,977$20,852,112 $0- $62,500--
2020 · Form 990PF period ending 2021-05-31 · view filing · original 990 ↗
$11,404$609,487 $22,084,724$22,084,724 $0- $0--
2018 · Form 990PF period ending 2019-05-31 · view filing · original 990 ↗
$2,920,149$740,685 $23,112,340$23,112,340 $0- $0--
2017 · Form 990PF period ending 2018-05-31 · view filing · original 990 ↗
$1,106,559$1,207,431 $20,932,876$20,932,876 -- $0--
2016 · Form 990PF period ending 2017-05-31 · view filing · original 990 ↗
$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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
ESB CHARITABLE FOUNDATIONCAT22 $10,616,592$20,232,777 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state, similar name
JMM CHARITABLE FOUNDATION INCCAT22 $17,134,304$5,176,318 OFFICER$91,657 Same NTEE code T22, revenue within 2x, same state, similar name
RONALD & ANN WILLIAMS CHARITABLE FOUNDATIONCAT22 $10,536,635$6,219,795 PRESIDENT$75,000 Same NTEE code T22, revenue within 2x, same state
SAM SIMON CHARITABLE GIVING FOUNDATION INCCAT22 $23,410,957$18,805,833 PRESIDENT/DIRECTOR$371,698 Same NTEE code T22, revenue within 2x, same state
JOHN AND MARCIA GOLDMAN FOUNDATIONCAT22 $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 FOUNDATIONCAT22 $29,351,796$41,539,746 Exec. Assist.$117,215 Same NTEE code T22, revenue within 2x, same state
CONNIE AND BOB LURIE FOUNDATION INCCAT22 $16,938,673$22,022,620 VICE PRESIDE$0 Same NTEE code T22, revenue within 2x, same state
RADY FOUNDATIONCAT22 $20,664,711$4,297,196 Trustee$0 Same NTEE code T22, revenue within 2x, same state
ROSALINDE AND ARTHUR GILBERT FOUNDATIONCAT22 $24,564,043$32,130,762 CEO$878,350 Same NTEE code T22, revenue within 2x, same state
KISCO CARES FOUNDATIONCAT22 $11,797,033$3,306,069 DIRECTOR, PRESIDENT, SECRE$0 Same NTEE code T22, revenue within 2x, same state
COLBURN FOUNDATIONCAT22 $19,384,539$24,028,332 EXECUTIVE DIR.$96,609 Same NTEE code T22, revenue within 2x, same state
MERCURY FOUNDATIONCAT22 $15,081,915$32,444,756 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
ROY AND PATRICIA DISNEY FAMILY FOUNDATIONCAT22 $10,538,607$7,321,079 Chief Executive Officer$440,442 Same NTEE code T22, revenue within 2x, same state
CONRAD PREBYS FOUNDATIONCAT22 $33,971,703$67,516,173 CEO$989,949 Same NTEE code T22, revenue within 2x, same state
PWB FOUNDATIONCAT22 $14,849,149$24,266,892 DIRECTOR AND CEO$0 Same NTEE code T22, revenue within 2x, same state
SHP FOUNDATIONCAT22 $12,827,460$5,569,199 SECRETARY, DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
WHH FOUNDATIONCAT22 $11,426,815$9,155,199 EXECUTIVE DIRECTOR$212,930 Same NTEE code T22, revenue within 2x, same state
AGE FISHER FOUNDATIONCAT22 $36,356,807$1,328,889 PRESIDENT/DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
ALLAN AND PATRICIA BOSCACCI FAMILY FOUNDATIONCAT22 $22,319,411$1,648,942 CFO$75,407 Same NTEE code T22, revenue within 2x, same state
MEADOWVIEW FOUNDATIONCAT22 $15,619,619$14,776,840 PRESIDENT & DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
KAVLI FOUNDATIONCAT22 $31,441,928$41,925,144 PRESIDENT$824,011 Same NTEE code T22, revenue within 2x, same state
ADDITIONAL VENTURES FOUNDATIONCAT22 $29,136,428$19,505,047 CEO$349,036 Same NTEE code T22, revenue within 2x, same state
S MARK TAPER FOUNDATIONCAT22 $16,708,190$9,381,572 EXECUTIVE DIRECTOR$518,372 Same NTEE code T22, revenue within 2x, same state
TORREY COAST FOUNDATIONCAT22 $15,017,451$10,078,289 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
MERKIN FAMILY FOUNDATIONCAT22 $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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
ORANGE COUNTY COMMUNITY FOUNDATION DAF sponsor$74,937,50812 22014–2024 THE PIMCO FOUNDATION; SUN FAMILY FOUNDATION
THE GOLDRICH FAMILY FOUNDATION C/O JONA GOLDRICH Private foundation$33,004,6805 12020–2024 CAYTON-GOLDRICH FAMILY FOUNDATION
SNIDER FOUNDATION Private foundation$32,208,2833 12024–2024 THE JAY AND TERRY SNIDER FOUNDATION
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$24,259,0003 22015–2024 HENRY J KAISER FAMILY FOUNDATION; THE 1440 FOUNDATION
THE SUSAN THOMPSON BUFFETT FOUNDATION Private foundation$21,509,84611 12013–2025 HENRY J KAISER FAMILY FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$21,044,74120 52016–2024 THE ROSSER FOUNDATION A PURE CHARITABLE TRUST AND PUBLIC CHARIT; HENRY J KAISER FAMILY FOUNDATION; CCF COMMUNITY INITIATIVES FUND; THE PIMCO FOUNDATION and 1 more
KOHLBERG FOUNDATION INC Private foundation$16,000,0002 12017–2017 KISCO CARES FOUNDATION
GATES FOUNDATION Private foundation$13,392,72810 12018–2024 HENRY J KAISER FAMILY FOUNDATION
LAURA AND JOHN ARNOLD FOUNDATION Private foundation$12,346,41127 12020–2024 HENRY J KAISER FAMILY FOUNDATION
GREATER HOUSTON COMMUNITY FOUNDATION DAF sponsor$11,585,0006 12014–2015 DARLA MOORE AND RICHARD RAINWATER FOUNDATION
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$9,251,96313 12012–2024 THE ROSSER FOUNDATION A PURE CHARITABLE TRUST AND PUBLIC CHARIT
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$6,312,9067 22020–2024 THE ROSSER FOUNDATION A PURE CHARITABLE TRUST AND PUBLIC CHARIT; CCF COMMUNITY INITIATIVES FUND
CALIFORNIA COMMUNITY FOUNDATION DAF sponsor$6,281,9958 22011–2023 CCF COMMUNITY INITIATIVES FUND; HENRY J KAISER FAMILY FOUNDATION
CONRAD N HILTON FOUNDATION Private foundation$5,787,00011 22020–2024 CCF COMMUNITY INITIATIVES FUND; HENRY J KAISER FAMILY FOUNDATION
LEONA M & HARRY B HELMSLEY CHARITABLE TRUST Private foundation$5,488,8124 12021–2024 HENRY J KAISER FAMILY FOUNDATION

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
LineAs describedTotalShare
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$7,300,246100%

View the filing

2023 · Form 990PF · $3,831,313 spent · pay $332,473 · grants $2,955,000 · events $16,144
LineAs describedTotalShare
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$3,831,313100%

View the filing

2022 · Form 990PF · $4,718,085 spent · pay $318,238 · grants $3,976,250 · events $9,747
LineAs describedTotalShare
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$4,718,085100%

View the filing

2021 · Form 990PF · $1,422,056 spent · pay $126,693 · grants $1,184,400 · events $2,870
LineAs describedTotalShare
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$1,422,056100%

View the filing

2020 · Form 990PF · $609,487 spent · pay $0 · grants $579,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $579,500 95.1%
Other expenses $25,187 4.1%
Fees: accounting $4,800 0.8%
Total$609,487100%

View the filing

2018 · Form 990PF · $740,685 spent · pay $0 · grants $570,389 · events $0
LineAs describedTotalShare
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$740,685100%

View the filing

2017 · Form 990PF · $1,207,431 spent · pay $0 · grants $884,858 · events $0
LineAs describedTotalShare
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$1,207,431100%

View the filing

2016 · Form 990PF · $701,221 spent · pay $0 · grants $630,000 · events $0
LineAs describedTotalShare
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$701,221100%

View the filing