James and Rebecca Morgan Charitable Foundation

EIN 20-2029688 · CA · NTEE T22

Invitation only Typical grant ~$100K Funds in CA, PA, KY +3
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Giving Profile

In 2024, James and Rebecca Morgan Charitable Foundation based in CA paid 26 grants totaling $6.1M to 26 organizations across 6 states. Individual grants ranged from $5.2K to $1M, with a median of $100K. Its largest recipients included FIDELITY DAF - JM, NATIONAL PHILANTHROPIC TRUST - MF, and THE NATURE CONSERVANCY. The foundation does not accept unsolicited applications — giving is by invitation only.

Foundation at a Glance

Total assets
$29,296,233
Giving (latest yr)
$6,126,534
Filing year
2024
Itemized grants
26
Median grant
$100K
Recipients
26
States reached
6
Officers/trustees
3
Unsolicited applications
No — invitation only

Where the Money Goes

Top recipients

  • Fidelity Daf - Jm$1,000,000
  • National Philanthropic Trust - Mf$1,000,000
  • The Nature Conservancy$975,000
  • Common Sense Media$500,000
  • Santa Clara University$333,334

Where grants went

  • California$3,908,534 · 21 grants
  • Pennsylvania$1,000,000 · 1 grant
  • Kentucky$1,000,000 · 1 grant
  • District of Columbia$100,000 · 1 grant
  • Vermont$75,000 · 1 grant
  • North Carolina$43,000 · 1 grant

Grants Paid (26)

National Philanthropic Trust - Mf
Jenkintown, PA
Public Charity
$1,000,000
Fidelity Daf - Jm
Covington, KY
Public Charity
$1,000,000
The Nature Conservancy
San Francisco, CA
Public Charity
$975,000
Common Sense Media
San Francisco, CA
Public Charity
$500,000
Santa Clara University
Santa Clara, CA
Public Charity
$333,334
The Tech Museum
San Jose, CA
Public Charity
$325,000
California Forward
Sacramento, CA
Public Charity
$300,000
Crtwc Community Initiatives
Not Provided, CA
Public Charity
$200,000
Foothill Deanza Foundation
Los Altos, CA
Puble Charity
$200,000
Feather River Land Trust
Qunicy, CA
Public Charity
$150,000
Bay Area Womens Sports Initiative
San Jose, CA
Public Charity
$125,000
Healthier Kids Foundation
San Jose, CA
Public Charity
$100,000

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FAQFrequently Asked Questions

No. James and Rebecca Morgan Charitable Foundation does not accept unsolicited applications — its grantmaking is by invitation only. Cultivating a relationship or securing an introduction is typically required.

In its most recent filing, James and Rebecca Morgan Charitable Foundation reported 26 itemized grants totaling $6.1M. Individual grants ranged from $5.2K to $1M (median $100K).

Recent recipients include FIDELITY DAF - JM, NATIONAL PHILANTHROPIC TRUST - MF, THE NATURE CONSERVANCY, among 26 organizations in total. The full grant list is on this page.

James and Rebecca Morgan Charitable Foundation is a private foundation based in California, per its IRS 990-PF filing.

James and Rebecca Morgan Charitable Foundation gives by invitation only, so there is no open application. Officer and address details from its 990-PF are the best starting point for an introduction.

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