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· Private foundation

Morton Family Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$68k
Granted FY2024still arriving
19
Grants FY2024still arriving
9
States reached
$11k
Largest
01What it funds
0199% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Education$165kArts & Culture$107kRecreation & Sports$85kReligion$68kEnvironment$63kHealth$54kEmployment$19kFood & Nutrition$3kOther$0
02FY2024 · 19 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k17 grants · $46k
  • $10k–50k2 grants · $22k
$1,500
Median grant
9
States reached
$1.0M
Total assets
Largest grants
RecipientAmount
SANTA BARBARA INTL FILM FESTIVAL$10,833
SANTA BARBARA BOWL FOUNDATION$10,833
FAITH CHRISTIAN CENTER$7,222
OXNARD ALANO CLUB$7,222
SANTA BARBARA ALANO CLUB$7,222
OCCIDENTAL COLLEGE$5,000
CALIFORNIA INSTITUTE OF ENVIRONMENTAL STUDIES$4,000
VANDERBILT UNIVERSITY$3,000
KENNEDY CENTER$1,800
NY PUBLIC LIBRARY$1,500
PIEDMONT ENVIRONMENTAL COUNCIL$1,300
NATIONAL MUSEUM OF RACING AND HALL OF FAME$1,200
VANDERBILT UNIVERSITY$1,000
PIEDMONT ENVIRONMENTAL COUNCIL$1,000
CONSERVATION LANDS FOUNDATION$1,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY17–24) land where the poverty rate runs at 13%, against an area that typically sits at 10%. 75% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%FAITH CHRISTIAN CENTER: $10k → 11%OXNARD ALANO CLUB: $20k → 10%THE PEONY PROJECT: $5k → 14%HEAL THE OCEAN: $13k → 14%BRAIN & BEHAVIOR RESEARCH FOUNDATION: $12k → 17%KENNEDY CENTER: $5k → 9%ST TIMOTHY'S SCHOOL: $10k → 8%FAITH CHRISTIAN CENTER: $10k → 11%OXNARD ALANO CLUB: $7k → 10%ST TIMOTHY'S EPISCOPAL CHURCH: $7k → 14%HEAL THE OCEAN: $12k → 14%BRAIN & BEHAVIOR RESEARCH FOUNDATION: $10k → 17%ST TIMOTHY'S SCHOOL: $7k → 8%FAITH CHRISTIAN CENTER: $9k → 11%OXNARD ALANO CLUB: $7k → 10%OCCIDENTAL COLLEGE: $8k → 14%SANTA BARBARA INTL FILM FESTIVAL: $11k → 14%BRAIN & BEHAVIOR RESEARCH FOUNDATION: $10k → 17%ST TIMOTHY'S SCHOOL: $5k → 8%FAITH CHRISTIAN CENTER: $7k → 11%OXNARD ALANO CLUB: $6k → 10%OCCIDENTAL COLLEGE: $5k → 14%SANTA BARBARA ALANO CLUB: $10k → 14%GEORGETOWN DAY SCHOOL: $20k → 14%FAITH CHRISTIAN CENTER: $5k → 11%OXNARD ALANO CLUB: $6k → 10%OCCIDENTAL COLLEGE: $5k → 14%HEAL THE OCEAN: $9k → 14%GEORGETOWN DAY SCHOOL: $10k → 14%FAITH CHRISTIAN CENTER: $5k → 11%OXNARD ALANO CLUB: $5k → 10%SANTA BARBARA ALANO CLUB: $7k → 14%GEORGETOWN DAY SCHOOL: $10k → 14%FAITH CHRISTIAN CENTER: $5k → 11%OXNARD ALANO CLUB: $5k → 10%ST PAUL'S EPISCOPAL CHURCH: $5k → 14%THE FRIENDSHIP PADDLE: $5k → 14%FAITH CHRISTIAN CENTER: $5k → 11%OXNARD ALANO CLUB: $5k → 10%SANTA BARBARA ALANO CLUB: $5k → 14%TISCH SCHOOL OF THE ARTS: $10k → 17%SANTA BARBARA BOWL FOUNDATION: $24k → 14%SANTA BARBARA BOWL FOUNDATION: $13k → 14%SANTA BARBARA BOWL FOUNDATION: $12k → 14%SANTA BARBARA BOWL FOUNDATION: $11k → 14%SANTA BARBARA BOWL FOUNDATION: $10k → 14%SANTA BARBARA BOWL FOUNDATION: $10k → 14%SANTA BARBARA BOWL FOUNDATION: $9k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

MT
NY
CT
RI
CA
CO
VA
MD
AZ
TN
NC
DC
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

91%of every dollar goes to organizations it has funded before.
$497k · 20 repeat orgs$52k to everyone else

Grantees it renews have grown median revenue +31% since the first grant, against +20% for those funded once.

20 repeat relationships: 11 still active in FY2024, 9 since wound down; 4 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

20
12

Total granted

$497k
$38k

Median revenue growth · since first grant

+31%
+20%

Still filing today

75%
58%

New vs renewed · share of each year

In FY2024, 78% of grant dollars renewed an existing relationship; $15k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24
EducationArts & CultureEnvironmentAnimalsRecreation & SportsFood & NutritionOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • SB
    SANTA BARBARA BOWL FOUNDATION
    7× · 2018–2024 · $87k · revenue +14%
  • GD
    GEORGETOWN DAY SCHOOL
    3× · 2017–2019 · $40k · revenue +5%
  • Vanderbilt University
    7× · 2018–2024 · $36k · revenue +65%

Funded once

  • NY
    New York Universitygraduated
    one grant, 2017 · $10k · revenue +76%
  • ST
    ST TIMOTHY'S EPISCOPAL CHURCH
    one grant, 2021 · $7k
  • SP
    ST PAUL'S EPISCOPAL CHURCH
    one grant, 2019 · $5k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Massachusetts Institute of Technology

The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.

Education
2
American Museum of Natural History

The museum's mission statement is: "to discover, interpret, and disseminate - through scientific research and education - knowledge about human cultures, the natural world, and the universe."

Arts & Culture
3
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

—
4
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
5
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
6
University of Southern California

The central mission of the university of southern california is the development of human beings and society as a whole through the cultivation and enrichment of the human mind and spirit. the principal means by which our mission is…

Education
7
DePauw University

Depauw university develops leaders the world needs through an uncommon commitment to the liberal arts. depauw's diverse and inclusive learning and living experience, distinctive in its rigorous intellectual engagement and its global and…

Education
8
Institute for Advanced Study - Louis Bamberger & Mrs Felix Fuld Foundation

The institute for advanced study (the institute) is one of the world's leading centers for theoretical research and intellectual inquiry. see schedule o.

Science & Tech
9
Furman University

The primary mission of furman as a liberal arts institution is to provide a distinctive education in fine arts, humanities, social sciences, mathematics and the sciences, as well as selected professional disciplines.

Education
10
American Association for the Advancement of Science

Advance science, engineering, and innovation throughout the world for the benefit of all. the world's largest multidisciplinary scientific society and a leading publisher of cutting-edge research through its science family of journals,…

Science & Tech
11
Ucla Foundation

The ucla foundation is the giving, receiving, and investing arm of the ucla campus. the foundation enables private donors to help build, sustain and advance one of the world's finest academic and research institutions. private philanthropy…

Education
12
Rhode Island School of Design

The mission of rhode island school of design, through its college and museum,is to educate its students and the public in the creation and (see schedule o)appreciation of works of art and design, to discover and transmit knowledge and to…

Education
How this is measured
The grantee most central to the portfolio’s shape is The New York Public Library Astor Lenox and Tilden Foundations; the most unlike its peers is Capital Area Food Bank Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

29 grantees tracked through their own filings, 2017–2026.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, not grant rows in a single year, so this will not match the grant count on the cover. 29 of the 39 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
29/29
Grantees still filing
28/29
Grew since first funded

Where the money sits, by cause and then by grantee

OXNARD ALANO CLUB: $61,888 · OtherOXNARD ALANO CLUBFAITH CHRISTIAN CENTER: $56,222 · OtherFAITH CHRISTIAN CENTERNATIONAL ALLIANCE FOR RESEARCH ON SCHIZOPHRENIA AND DEPRESSION: $32,000 · OtherNATIONAL ALLIANCE FOR RESEARCH ON SCHIZOPHRENIA …SANTA BARBARA ALANO CLUB: $22,222 · OtherSANTA BARBARA ALANO CLUBTHE KENNEDY COLLECTIVE INC: $19,000 · OtherTHE KENNEDY COLLECTIVE INCLAS MADRINAS: $13,150 · OtherLAS MADRINAS+10 more: $38,400 · Other+10 moreGEORGETOWN DAY SCHOOL: $40,000 · EducationGEORGETOWN DAY SCHOOLVanderbilt University: $36,000 · EducationVanderbilt UniversityST TIMOTHY'S SCHOOL: $22,000 · EducationST TIMOTHY'S SCHOOLOCCIDENTAL COLLEGE: $20,500 · EducationOCCIDENTAL COLLEGENew York University: $10,000 · EducationNew York UniversityTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: $8,000 · EducationTHE BOARD OF TRUSTEES OF THE …BROOKLYN TECH ALUMNI FOUNDATION INC: $6,000 · EducationA WIDER CIRCLE INC: $5,000 · Education+2 more: $2,000 · EducationSANTA BARBARA BOWL FOUNDATION: $87,493 · Recreation & SportsSANTA BARBARA BOW…HEAL THE OCEAN INC: $35,990 · EnvironmentHEAL THE …THE PIEDMONT ENVIRONMENTAL COUNCIL: $8,300 · EnvironmentTHE PIEDM…AMERICAN PRAIRIE FOUNDATION: $3,000 · EnvironmentAMERICAN …+1 more: $1,000 · EnvironmentCalifornia Institute of Environmental Studies: $14,000 · AnimalsFRIENDS OF HOMELESS ANIMALS: $1,000 · AnimalsSANTA BARBARA INTERNATIONAL FILM FESTIVAL INC: $10,833 · Arts & CultureNATIONAL MUSEUM OF RACING INC: $1,200 · Arts & CultureALLIANCE FRANCAISE: $1,000 · Arts & CultureAMERICAN FRIENDS OF THE LOUVRE INC: $1,000 · Arts & CultureCOSMOS CLUB FOUNDATION: $500 · Arts & CultureBROWN UNIVERSITY: $8,000 · Community Improvement
Other$242,882Education$149,500Recreation & Sports$87,493Environment$48,290Animals$15,000Arts & Culture$14,533Community Improvement$8,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetSANTA BARBARA BOWL FOUNDATION: $87,493 over 7y, 0.4% of budgetGEORGETOWN DAY SCHOOL: $40,000 over 3y, 0.0% of budgetVanderbilt University: $36,000 over 7y, 0.0% of budgetHEAL THE OCEAN INC: $35,990 over 4y, 1.6% of budgetNATIONAL ALLIANCE FOR RESEARCH ON SCHIZOPHRENIA AND DEPRESSION: $32,000 over 3y, 0.1% of budgetST TIMOTHY'S SCHOOL: $22,000 over 3y, 0.1% of budgetOCCIDENTAL COLLEGE: $20,500 over 4y, 0.0% of budgetTHE KENNEDY COLLECTIVE INC: $19,000 over 8y, 0.0% of budgetCalifornia Institute of Environmental Studies: $14,000 over 2y, 0.8% of budgetLAS MADRINAS: $13,150 over 2y, 0.9% of budgetSANTA BARBARA INTERNATIONAL FILM FESTIVAL INC: $10,833 over 1y, 0.1% of budgetNew York University: $10,000 over 1y, 0.0% of budgetTHE PIEDMONT ENVIRONMENTAL COUNCIL: $8,300 over 6y, 0.0% of budgetTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: $8,000 over 7y, 0.0% of budgetBROWN UNIVERSITY: $8,000 over 7y, 0.0% of budgetBROOKLYN TECH ALUMNI FOUNDATION INC: $6,000 over 6y, 0.1% of budgetTHE FRIENDSHIP PADDLE: $5,000 over 1y, 1.2% of budgetA WIDER CIRCLE INC: $5,000 over 3y, 0.0% of budgetAMERICAN PRAIRIE FOUNDATION: $3,000 over 2y, 0.0% of budgetCAPITAL AREA FOOD BANK INC: $2,400 over 2y, 0.0% of budgetThe New York Public Library Astor Lenox and Tilden Foundations: $1,500 over 1y, 0.0% of budgetNATIONAL MUSEUM OF RACING INC: $1,200 over 1y, 0.0% of budgetALLIANCE FRANCAISE: $1,000 over 1y, 0.1% of budgetAMERICAN FRIENDS OF THE LOUVRE INC: $1,000 over 1y, 0.0% of budgetTHE NATURE CONSERVANCY: $1,000 over 1y, 0.0% of budgetConservation Lands Foundation: $1,000 over 1y, 0.0% of budgetFRIENDS OF HOMELESS ANIMALS: $1,000 over 1y, 0.1% of budgetTHE NATIONAL SPORTING LIBRARY AND MUSEUM: $500 over 1y, 0.0% of budgetCOSMOS CLUB FOUNDATION: $500 over 1y, 0.1% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Brittingham Family FoundationCA13.6× affinity4 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Brittingham Family Foundation · Mosher Foundation · California Community Foundation · American Endowment Foundation · Vanguard Charitable Endowment Program · Morgan Stanley Global Impact Funding Trust Inc · The Pfizer Foundation Inc · National Philanthropic Trust · Jpmorgan Chase Foundation · The Bank of America Charitable Foundation Inc · Donor Advised Charitable Giving Inc · American Online Giving Foundation Inc

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Morton Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Morton Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 79%
  • The Kennedy Collective Inc: 79% of income from government
  • A Wider Circle Inc: 6% of income from government
no gov moneyreceives it· size = income
0get no government money at all
3report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 39 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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