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California · Private foundation

The James and Rebecca Morgan Charitable Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$6.1M
Granted FY2025(still arriving)
26
Grants FY2025
18
Organizations funded FY2024
39%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$100,000
Largest grant, FY2025
$1,000,000
Organizations funded a year
9 to 23
FY2017 to FY2024
States reached, FY2025
6
Total assets, FY2025
$29M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 39% of the organizations The James and Rebecca Morgan Charitable Foundation funded were first-time grantees, receiving 27% of its grant dollars.

New vs renewed · share of each year

In FY2024, 73% of grant dollars renewed an existing relationship; $796k went to new ones.

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

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

’18’19’21’22’23’24
Arts & CultureEducationHealthPhilanthropyHuman ServicesInternationalOther
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.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving24$4.2M58%
FY202418$2.9M39%
FY202323$3.9M57%
FY202215$774k53%
FY202118$577k67%
FY20199$340k44%
FY201816$855k88%
FY201716$530kn/a
92% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Environment$3.6MArts & Culture$3.2MEducation$2.1MHealth$1.2MPhilanthropy$1.2MPublic Benefit$1.1MYouth Development$750kCommunity Improvement$475kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

VT
WA
NY
MA
PA
CA
CO
KY
VA
NC
DC
TX
FL

Top grantees

Largest recipients by total granted, FY2017 to FY2025, and the share of each one’s budget the grants supplied at peak.

Show all 52 grantees
All grantees of The James and Rebecca Morgan Charitable Foundation by total granted
GranteeTotal grantedYearsShare of their budget
Common Sense Media$1,550,00041%
California Forward$900,000313%
The Tech Interactive$800,00022%
Theatreworks Silicon Valley$685,50045%
Creative Lives Inc$677,647769%
Planned Parenthood Mar Monte Inc$655,00040%
Shine Together Inc$425,000318%
Healthier Kids Foundation$416,00034%
President-Board of Trustees Santa Clara College$333,33410%
Bay Area Womens Sports Initiative$300,00037%
Hartnell College Foundation$300,00022%
Monterey Bay Aquarium Foundation$260,00030%
Avenidas$252,50023%
CalMatters$235,00031%
Foothill-Deanza Community Colleges Foundation$207,50023%
Community Initiatives$200,00020%
Upward Scholars$200,00029%
Feather River Land Trust$150,00014%
Silicon Valley Faces$125,000116%
The Better Angels Society Inc$100,00011%
San Jose Grail Family Services$100,00012%
Kickstart International Inc$100,00012%
Children Now$100,0001n/a
Womens Sports Foundation$96,52550%
Positive Coaching Alliance$75,00021%
Center for Excellence in Nonprofits$57,62516%
Trust for Hidden Villa$50,0001n/a
Reproductive Freedom for All$50,00010%
North Carolina State University Foundation Inc$43,00010%
Computer History Museum$25,00010%
Business Executives for National Security$25,00010%
Pepperwood Foundation$25,00011%
Bring Me a Book Forgotten Coast Inc$25,000123%
Plumas Crisis Intervention and Resource Center$25,00011%
American Leadership Forum National$25,000134%
Bring Me a Book Foundation$15,00014%
Lighthouse School Inc$15,00010%
Glaucoma Research Foundation$12,60030%
Lucile Packard Foundation for Children's Health$10,0001n/a
Media Bridges Inc$10,00012%
East Palo Alto Tennis & Tutoring$10,0001n/a
National Aphasia Association I$10,00016%
Working Partnerships USA$9,00010%
San Jose Community Media Access Corporation$5,2001n/a
Accion International$5,00010%
Presidio Performing Arts Foundation$5,0001n/a
Parkinson's Institute and Clinical Center$5,0001n/a
Reproductive Freedom for All Foundation$5,00010%
American Leadership Forum - Silicon Valley$5,00010%
Child Advocates Inc$2,50010%
Social Venture Partners of Sacramento$2,50012%
California Pacific Medical Center Foundation$1,00010%

What it could do for these grantees

Plus 36 recipients with no EIN on record ($4.3M), not named here.

Where it is load-bearing

The James and Rebecca Morgan Charitable Foundation supplied at least a quarter of the budget for 2 of its grantees at some point. The chart plots its 45 largest grantees; load-bearing ones sit top left.

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetCommon Sense Media: $1,550,000 over 4y, 1.5% of budgetCalifornia Forward: $900,000 over 3y, 13% of budgetThe Tech Interactive: $800,000 over 2y, 2.3% of budgetTheatreworks Silicon Valley: $685,500 over 4y, 4.6% of budgetCreative Lives Inc: $677,647 over 7y, 69% of budgetPlanned Parenthood Mar Monte Inc: $655,000 over 4y, 0.4% of budgetShine Together Inc: $425,000 over 3y, 18% of budgetHealthier Kids Foundation: $416,000 over 3y, 3.6% of budgetPresident-Board of Trustees Santa Clara College: $333,334 over 1y, 0.1% of budgetBay Area Womens Sports Initiative: $300,000 over 3y, 6.9% of budgetHartnell College Foundation: $300,000 over 2y, 2.1% of budgetMonterey Bay Aquarium Foundation: $260,000 over 3y, 0.1% of budgetAvenidas: $252,500 over 2y, 2.9% of budgetCalMatters: $235,000 over 3y, 1.3% of budgetFoothill-Deanza Community Colleges Foundation: $207,500 over 2y, 2.8% of budgetCommunity Initiatives: $200,000 over 2y, 0.2% of budgetUpward Scholars: $200,000 over 2y, 8.7% of budgetFeather River Land Trust: $150,000 over 1y, 4.4% of budgetSilicon Valley Faces: $125,000 over 1y, 16% of budgetThe Better Angels Society Inc: $100,000 over 1y, 1.0% of budgetSan Jose Grail Family Services: $100,000 over 1y, 1.8% of budgetKickstart International Inc: $100,000 over 1y, 1.9% of budgetWomens Sports Foundation: $96,525 over 5y, 0.5% of budgetPositive Coaching Alliance: $75,000 over 2y, 0.5% of budgetCenter for Excellence in Nonprofits: $57,625 over 1y, 5.7% of budgetReproductive Freedom for All: $50,000 over 1y, 0.4% of budgetNorth Carolina State University Foundation Inc: $43,000 over 1y, 0.0% of budgetComputer History Museum: $25,000 over 1y, 0.2% of budgetBusiness Executives for National Security: $25,000 over 1y, 0.3% of budgetPepperwood Foundation: $25,000 over 1y, 0.5% of budgetBring Me a Book Forgotten Coast Inc: $25,000 over 1y, 23% of budgetPlumas Crisis Intervention and Resource Center: $25,000 over 1y, 1.0% of budgetAmerican Leadership Forum National: $25,000 over 1y, 34% of budgetBring Me a Book Foundation: $15,000 over 1y, 4.3% of budgetLighthouse School Inc: $15,000 over 1y, 0.1% of budgetGlaucoma Research Foundation: $12,600 over 3y, 0.2% of budgetMedia Bridges Inc: $10,000 over 1y, 2.4% of budgetNational Aphasia Association I: $10,000 over 1y, 5.6% of budgetWorking Partnerships USA: $9,000 over 1y, 0.1% of budgetAccion International: $5,000 over 1y, 0.0% of budgetReproductive Freedom for All Foundation: $5,000 over 1y, 0.0% of budgetAmerican Leadership Forum - Silicon Valley: $5,000 over 1y, 0.3% of budgetChild Advocates Inc: $2,500 over 1y, 0.1% of budgetSocial Venture Partners of Sacramento: $2,500 over 1y, 1.7% of budgetCalifornia Pacific Medical Center Foundation: $1,000 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 45.

Nonprofits that may fit its grantmaking

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.

Silicon Valley Community FoundationCA34.1× affinity23 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Silicon Valley Community Foundation · The David and Lucile Packard Foundation · The Sobrato Family Foundation · The James and Rebecca Morgan Family Foundation · Jewish Community Federation of San Francisco the Peninsula Marin & Sonoma · Philanthropic Ventures Foundation · The Heising-Simons Foundation · The Applied Materials Foundation · Kaiser Foundation Hospitals · The George and Judy Marcus Family Foundation · The George and Judy Marcus Family Foundation II · Tosa Foundation

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.

Compare The James and Rebecca Morgan Charitable Foundation with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to The James and Rebecca Morgan Charitable Foundation?

Find your warmest path to The James and Rebecca Morgan Charitable Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About The James and Rebecca Morgan Charitable Foundation

How much does The James and Rebecca Morgan Charitable Foundation give?
The James and Rebecca Morgan Charitable Foundation reported 26 grants totaling $6,126,534 in its FY2025 IRS filing. It funded between 9 and 23 organizations a year over FY2017 to FY2024.
What does The James and Rebecca Morgan Charitable Foundation fund?
By grant dollars over FY2017 to FY2025, its largest causes are Environment (22%), Arts & Culture (19%), Education (12%).
Who are The James and Rebecca Morgan Charitable Foundation's largest grantees?
By total granted over FY2017 to FY2025: Common Sense Media ($1.6M), California Forward ($900k), The Tech Interactive ($800k).
Does The James and Rebecca Morgan Charitable Foundation fund new organizations?
In FY2024, 39% of the organizations it funded were first-time grantees.
Does The James and Rebecca Morgan Charitable Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as The James and Rebecca Morgan Charitable Foundation?
Its strongest co-funders, measured against what their size predicts, include Silicon Valley Community Foundation, The David and Lucile Packard Foundation, The Sobrato Family Foundation.
Where is The James and Rebecca Morgan Charitable Foundation based?
The James and Rebecca Morgan Charitable Foundation is based in CA.

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 93 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 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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