Private foundation (trust)EIN 202029688Est. 2005-11
THE JAMES AND REBECCA MORGAN
LOS ALTOS, CA 94023
Total Assets
$15.0M
FY 2023
Annual Giving
$3.0M
FY 2023
Grants Made
19
FY 2023
Avg Grant
$156K
FY 2023
Grant Range
$3K–$500K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$1.1M
Total Expenses
$3.8M
Qualifying Distributions
$3.4M
Distributable Amount
$826K
Min. Investment Return
$826K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
19 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
90 grants
Grant Size Distribution
90 grants
Geographic Focus
10 states
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