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· 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 FY2025still arriving
26
Grants FY2025still arriving
6
States reached
$1.0M
Largest
01What you fundRead
02The needRead
03Your edgeRead
04Your fieldRead
05Through PlinthRead
01What you fund
01

What you funded, over time

By grantee IRS cause code (NTEE).

A cause breakdown isn’t shown here: 41% of THE JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.

02FY2025 · 26 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2025

  • Under $10k1 grant · $5k
  • $10k–50k4 grants · $88k
  • $50k–250k14 grants · $1.6M
  • $250k+7 grants · $4.4M
$100,000
Median grant
6
States reached
$29M
Total assets
Largest grants
RecipientAmount
NATIONAL PHILANTHROPIC TRUST - MF$1,000,000
Individual grant recipient$1,000,000
THE NATURE CONSERVANCY$975,000
COMMON SENSE MEDIA$500,000
SANTA CLARA UNIVERSITY$333,334
THE TECH MUSEUM$325,000
CALIFORNIA FORWARD$300,000
Individual grant recipient$200,000
FOOTHILL DEANZA FOUNDATION$200,000
FEATHER RIVER LAND TRUST$150,000
BAY AREA WOMENS SPORTS INITIATIVE$125,000
UPWARDS SCHOLARS$100,000
THE BETTER ANGELS SOCIETY$100,000
MONTEREY BAY AQUARIUM FOUNDATION$100,000
CHILDREN NOW$100,000
02The need
03

Do your dollars go where the need is?

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

show:

Your human-services grants (FY18–25, $403k) land where the poverty rate runs at 9%, against an area that typically sits at 8%. 38% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.

area typical 8%AVENIDAS: $3k → 19%NARAL PRO CHOICE AMERICA: $50k → 14%CHILDREN NOW: $100k → 10%AVENIDAS: $250k → 8%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

Which US states your grants reach

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

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

76%of every dollar goes to organizations you’ve funded before.
$11M · 28 repeat orgs$3.4M to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +34% since the first grant, against +7% for the ones you funded once.

28 repeat relationships — 10 still active in FY2025, 18 since wound down; 14 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

28
46

Total granted

$11M
$1.2M

Median revenue growth · since first grant

+34%
+7%

Still filing today

68%
41%

New vs renewed · share of each year

In FY2025, 46% of grant dollars renewed an existing relationship; $2.2M went to new ones.

50%100%’17’18’19’21’22’23’24’25
RenewedFirst-time

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

’17’18’19’21’22’23’24’25
EducationArts & CultureHealthPublic BenefitRecreation & SportsPhilanthropyOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). 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

  • CS
    COMMON SENSE MEDIA
    4× · 2022–2025 · $1.6M · revenue +54%
  • TS
    THEATREWORKS SILICON VALLEY
    4× · 2018–2024 · $686k · revenue +15%
  • PLANNED PARENTHOOD MAR MONTE INC
    4× · 2017–2023 · $655k · revenue +37%

Funded once

  • SV
    SILICON VALLEY FACES
    one grant, 2017 · $125k · revenue -98%
  • FL
    FEATHER LAND TRUST
    one grant, 2022 · $100k
  • KS
    KICK START
    one grant, 2018 · $100k

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

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Silicon Schools Fund Inc

The mission of the silicon schools fund is to improve education through supporting the launch of excellent new schools, improving academic instruction in existing schools, and by funding some of the boldest innovations in education…

Education
2
The Uc Davis Foundation

The mission of the uc davis foundation is to secure, steward and manage private gifts for uc davis.

Education
3
The Union of Concerned Scientists Inc

The union of concerned scientists puts rigorous, independent science into action, developing solutions and advocating for a healthy, safe, and just future.

International
4
Association of California School Administrators

The association serves its members by creating resources that enable california school administrators to develop and apply creative leadership and management skills and in turn, improve the educational process for all students.

—
5
The San Diego Foundation

The san diego foundation inspires enduring philanthropy and enables community solutions to improve the quality of life in our region.

Philanthropy
6
Community Foundation Santa Cruz County

To promote philanthropy to make santa cruz county a better place to live, now and in the future.we bring together people, ideas, and resources to inspire philanthropy and accomplish great things.

Philanthropy
7
Ucsf Foundation Investment Company

The organization provides professional investment management services for endowed gifts and financial assets entrusted to the ucsf foundation.

Education
8
Kqed Inc

See schedule okqed serves the people of northern california with a community-supported alternative to commercial media, providing the knowledge needed to make informed decisions; convening community dialogue; bringing the arts to everyone;…

Arts & Culture
9
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
10
California Dental Association Foundation

The foundation's mission is to improve the oral health of all californians by supporting the dental profession and its efforts to meet community needs.

Science & Tech
11
Golden Gate University

Golden gate university prepares individuals to lead and serve by providing high quality, practice-based educational programs in law, taxation, business and related professions - as a nonprofit institution - in an innovative and challenging…

Education
12
Uc Santa Barbara Foundation

The uc santa barbara foundation actively works to further the goals of the university of california, santa barbara. the foundation seeks to maintain and nurture the university's quality and distinction. on behalf of the campus, the…

Education

For reference, the grantee most central to the portfolio’s shape is Center for Excellence in Nonprofits and the most unlike its peers is Presidio Performing Arts Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

Your grantees are a median of 30 years old; the field is 15. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number23%0%<5yr14%2%5–10yr19%14%10–20yr17%40%20–35yr14%28%35–55yr13%16%55yr+
THE FIELDby orgYOUR MONEYby value23%0%<5yr14%0%5–10yr19%16%10–20yr17%37%20–35yr14%20%35–55yr13%27%55yr+

The field is 23% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close — 0.0% lost their exemption, against 12% of the field you don’t fund.

orgs you fund
0.0%0/56
the rest of the field
12%
7,437/63,678

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

55 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 55 of the 93 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

2
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
54/55
Grantees still filing
31/55
Grew since you first funded

Where your money sits — by cause, then by grantee

THE NATURE CONSERVANCY — $1,710,400 · OtherTHE NATURE CONSERVANCYTHE NATURE CONSERVANCY - CA — $1,439,600 · OtherTHE NATURE CONSERVANCY - CAIndividual grant recipient — $1,000,000 · OtherIndividual grant recipientBay Area Womens Sports Initiative — $300,000 · Other+55 more — $3,571,150 · Other+55 moreCOMMON SENSE MEDIA — $1,550,000 · Arts & CultureCOMMON SENSE MEDIATHE TECH INTERACTIVE — $800,000 · Arts & CultureTHE TECH INTERACTIVETHEATREWORKS SILICON VALLEY — $685,500 · Arts & CultureTHEATREWORKS SILICON …+4 more — $140,000 · Arts & CultureCREATIVE LIVES INC — $677,647 · EducationCREATIVE LI…PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE — $333,334 · EducationPRESIDENT-B…HARTNELL COLLEGE FOUNDATION — $300,000 · EducationHARTNELL CO…Upward Scholars — $200,000 · EducationUpward Scho…POSITIVE COACHING ALLIANCE — $75,000 · Education+5 more — $125,500 · Education+5 moreNATIONAL PHILANTHROPIC TRUST — $1,000,000 · PhilanthropyNATIONAL P…FOOTHILL-DEANZA COMMUNITY COLLEGES FOUNDATION — $207,500 · PhilanthropyFOOTHILL-D…COMMUNITY INITIATIVES — $200,000 · PhilanthropyCOMMUNITY …TIDES FOUNDATION — $80,000 · Philanthropy+2 more — $27,500 · PhilanthropyPLANNED PARENTHOOD MAR MONTE INC — $655,000 · HealthHEALTHIER KIDS FOUNDATION — $416,000 · Health+5 more — $57,600 · HealthCALIFORNIA FORWARD — $900,000 · Public Benefit+2 more — $30,200 · Public BenefitSHINE TOGETHER INC — $425,000 · Youth Development
Other$8,021,150Arts & Culture$3,175,500Education$1,711,481Philanthropy$1,515,000Health$1,128,600Public Benefit$930,200Youth Development$425,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetTHE NATURE CONSERVANCY — $1,710,400 over 4y, 0.1% of budgetCOMMON SENSE MEDIA — $1,550,000 over 4y, 1.5% of budgetNATIONAL PHILANTHROPIC TRUST — $1,000,000 over 1y, 0.0% 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 budgetHARTNELL COLLEGE FOUNDATION — $300,000 over 2y, 2.1% of budgetBay Area Womens Sports Initiative — $300,000 over 3y, 6.9% 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 budgetUpward Scholars — $200,000 over 2y, 8.7% of budgetCOMMUNITY INITIATIVES — $200,000 over 2y, 0.2% 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 budgetWomens Sports Foundation — $96,525 over 5y, 0.5% of budgetTIDES FOUNDATION — $80,000 over 2y, 0.0% 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 budgetTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY — $37,500 over 3y, 0.0% of budgetCOMPUTER HISTORY MUSEUM — $25,000 over 1y, 0.2% of budgetPLUMAS CRISIS INTERVENTION AND RESOURCE CENTER — $25,000 over 1y, 1.0% of budgetLOS ALTOS MOUNTAIN VIEW COMMUNITY FOUNDATION — $25,000 over 1y, 0.3% 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 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 budgetNATIONAL APHASIA ASSOCIATION I — $10,000 over 1y, 5.6% of budgetMEDIA BRIDGES INC — $10,000 over 1y, 2.4% 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 budgetSOCIAL VENTURE PARTNERS OF SACRAMENTO — $2,500 over 1y, 1.7% of budgetCHILD ADVOCATES INC — $2,500 over 1y, 0.1% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

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

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Silicon Valley Commun…The David and Lucile …The Sobrato Family Fo…The James and Rebecca…Jewish Community Fede…Philanthropic Venture…The Heising-Simons Fo…The Applied Materials…Kaiser Foundation Hos…The George and Judy M…The George and Judy M…Tosa Foundation
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

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization The James and Rebecca Morgan Charitable Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024
’20’21’22’23’24’25
no gov · 10%6%25%56%100%your share of their income ↑0%25%50%75%100%share of the org’s income from government →median 0%
  • Creative Lives Inc — 0% of income from government
  • Lighthouse School Inc — 0% of income from government
no gov moneyreceives it· size = income
1get no government money at all
18report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
typical government reliance, FY20–25

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 your grant caused the public funding. Coverage is precision-first — a floor, not 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 12–24 months.

05Through Plinth

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.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 93 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your 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. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home
State money flows
the interactive map of money crossing state lines