Skip to content

California · Private foundation

The James and Rebecca Morgan Family Foundation

Its FY2021 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$33M
Granted FY2021
37
Grants FY2021
32
Organizations funded FY2021
53%
First-time grantees FY2021
Read the full brief
Median grant, FY2021
$65,000
Largest grant, FY2021
$13,426,019
Organizations funded a year
24 to 34
FY2017 to FY2021
States reached, FY2021
5
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2021, 53% of the organizations The James and Rebecca Morgan Family Foundation funded were first-time grantees, receiving 75% of its grant dollars.

New vs renewed · share of each year

In FY2021, 25% of grant dollars renewed an existing relationship; $15M went to new ones.

50%100%’18’19’20’21
RenewedFirst-time

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

’18’19’20’21
EnvironmentEducationAnimalsCommunity ImprovementHealthPhilanthropyOther
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
FY202132$19M53%
FY202034$7.6M44%
FY201927$2.9M48%
FY201828$2.8M57%
FY201724$2.1Mn/a
99% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2021.

Philanthropy$30MEnvironment$11MEducation$2.4MYouth Development$2.0MPublic Benefit$1.4MHealth$1.3MCommunity Improvement$729kAnimals$470kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

ID
NY
MA
OR
PA
CA
VA
DC
TX

Top grantees

Largest recipients by total granted, FY2017 to FY2021, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Shine Together Inc$2,050,000523%
California Forward$1,350,000323%
Project Drawdown$950,000210%
Positive Coaching Alliance$900,00053%
Healthier Kids Foundation$850,00058%
Global Conservation$825,000416%
Sustainable Conservation$550,00037%
Feather River Land Trust$550,000510%
Acknowledge Alliance$450,000314%
Confluence Philanthropy Inc$400,000115%
Show all 59 grantees
All grantees of The James and Rebecca Morgan Family Foundation by total granted
GranteeTotal grantedYearsShare of their budget
Shine Together Inc$2,050,000523%
California Forward$1,350,000323%
Project Drawdown$950,000210%
Positive Coaching Alliance$900,00053%
Healthier Kids Foundation$850,00058%
Global Conservation$825,000416%
Sustainable Conservation$550,00037%
Feather River Land Trust$550,000510%
Acknowledge Alliance$450,000314%
Confluence Philanthropy Inc$400,000115%
Teach for America Inc$400,00020%
Rainforest Trust$275,00040%
The Student Conservation Association Inc$250,00010%
Wildlife Conservation Society$200,00020%
Community School of Music and Arts$200,00021%
Environmental Volunteers Inc$183,00039%
San Jose Grail Family Services$170,00024%
Bring Me a Book Foundation$150,000421%
New Teacher Center$125,00010%
President-Board of Trustees Santa Clara College$125,00020%
Valley Vision$112,00032%
International Elephant Foundation$100,000113%
Orang Utan Republik Foundation Inc$100,000125%
OneReef Worldwide Stewardship$90,00029%
Children Now$90,00021%
San Juan Education Foundation$90,000512%
Trust for Hidden Villa$86,81421%
San Diego Regional Economic Development Foundation$70,00015%
Bay Area Council$65,00011%
Inland Empire Economic Partnership Inc$65,00014%
Vida Verde Nature Education$55,00022%
Ten Strands$50,00013%
African Wildlife Foundation Inc$50,00010%
Grassroots Ecology$50,00013%
Center for Excellence in Nonprofits$50,00014%
Bushlife Conservancy$50,0001n/a
Foundation for a College Education$50,00015%
Wested$50,0001n/a
Pie Ranch$50,00011%
Veggielution$40,00011%
Marine Science Institute$35,00021%
Conservation International Foundation$35,00010%
Canopy$30,00012%
Truckee Donner Land Trust$26,75020%
Living Classroom$25,0001n/a
Bay Area Womens Sports Initiative$20,00014%
Point Reyes Bird Observatory$20,00010%
Natural Resources Defense Council Inc$20,00020%
Foothill-Deanza Community Colleges Foundation$15,00010%
Bay Area Cancer Connections$10,00011%
All Stars Helping Kids Inc$9,50011%
Common Sense Media$5,00010%
Kara$5,00010%
Bay Nature Institute dba Bay Nature Bay Nature Magazine$5,00011%
Hispanic Foundation of Silicon Valley$5,00010%
National Park Foundation$1,00010%
Womens Sports Foundation$1,00010%
The Wild Fund Inc$90011%
The Family Place$10010%

Plus 26 recipients with no EIN on record ($22M), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget The James and Rebecca Morgan Family Foundation supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetShine Together Inc: $2,050,000 over 5y, 23% of budgetCalifornia Forward: $1,350,000 over 3y, 23% of budgetProject Drawdown: $950,000 over 2y, 9.7% of budgetPositive Coaching Alliance: $900,000 over 5y, 2.8% of budgetHealthier Kids Foundation: $850,000 over 5y, 7.9% of budgetGlobal Conservation: $825,000 over 4y, 16% of budgetSustainable Conservation: $550,000 over 3y, 6.6% of budgetFeather River Land Trust: $550,000 over 5y, 10% of budgetAcknowledge Alliance: $450,000 over 3y, 14% of budgetConfluence Philanthropy Inc: $400,000 over 1y, 15% of budgetTeach for America Inc: $400,000 over 2y, 0.1% of budgetRainforest Trust: $275,000 over 4y, 0.4% of budgetThe Student Conservation Association Inc: $250,000 over 1y, 0.5% of budgetWildlife Conservation Society: $200,000 over 2y, 0.0% of budgetCommunity School of Music and Arts: $200,000 over 2y, 1.4% of budgetEnvironmental Volunteers Inc: $183,000 over 3y, 8.8% of budgetSan Jose Grail Family Services: $170,000 over 2y, 4.2% of budgetBring Me a Book Foundation: $150,000 over 4y, 21% of budgetNew Teacher Center: $125,000 over 1y, 0.4% of budgetPresident-Board of Trustees Santa Clara College: $125,000 over 2y, 0.0% of budgetValley Vision: $112,000 over 3y, 2.1% of budgetInternational Elephant Foundation: $100,000 over 1y, 13% of budgetOrang Utan Republik Foundation Inc: $100,000 over 1y, 25% of budgetOneReef Worldwide Stewardship: $90,000 over 2y, 8.5% of budgetChildren Now: $90,000 over 2y, 0.6% of budgetSan Juan Education Foundation: $90,000 over 5y, 12% of budgetTrust for Hidden Villa: $86,814 over 2y, 1.1% of budgetSan Diego Regional Economic Development Foundation: $70,000 over 1y, 4.7% of budgetBay Area Council: $65,000 over 1y, 1.0% of budgetInland Empire Economic Partnership Inc: $65,000 over 1y, 3.8% of budgetVida Verde Nature Education: $55,000 over 2y, 1.8% of budgetTen Strands: $50,000 over 1y, 2.6% of budgetAfrican Wildlife Foundation Inc: $50,000 over 1y, 0.2% of budgetGrassroots Ecology: $50,000 over 1y, 2.6% of budgetCenter for Excellence in Nonprofits: $50,000 over 1y, 4.4% of budgetFoundation for a College Education: $50,000 over 1y, 4.8% of budgetPie Ranch: $50,000 over 1y, 1.0% of budgetVeggielution: $40,000 over 1y, 0.7% of budgetMarine Science Institute: $35,000 over 2y, 1.5% of budgetConservation International Foundation: $35,000 over 1y, 0.0% of budgetCanopy: $30,000 over 1y, 2.1% of budgetTruckee Donner Land Trust: $26,750 over 2y, 0.3% of budgetBay Area Womens Sports Initiative: $20,000 over 1y, 4.3% of budgetPoint Reyes Bird Observatory: $20,000 over 1y, 0.1% of budgetNatural Resources Defense Council Inc: $20,000 over 2y, 0.0% of budgetFoothill-Deanza Community Colleges Foundation: $15,000 over 1y, 0.2% of budgetBay Area Cancer Connections: $10,000 over 1y, 0.6% of budgetAll Stars Helping Kids Inc: $9,500 over 1y, 0.8% 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 56.

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.

The David and Lucile Packard FoundationCA49.3× affinity24 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The David and Lucile Packard Foundation · Silicon Valley Community Foundation · Gordon E and Betty I Moore Foundation · Sand Hill Foundation · The Sobrato Family Foundation · Philanthropic Ventures Foundation · Jewish Community Federation of San Francisco the Peninsula Marin & Sonoma · Los Altos Mountain View Community Foundation · The Applied Materials Foundation · The Palo Alto Community Fund · Atkinson Foundation · The James and Rebecca Morgan Charitable 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 Family Foundation with peer funders

Warm introductions · Powered by PlinthPlus

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

Find your warmest path to The James and Rebecca Morgan Family 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 Family Foundation

How much does The James and Rebecca Morgan Family Foundation give?
The James and Rebecca Morgan Family Foundation reported 37 grants totaling $33,185,038 in its FY2021 IRS filing. It funded between 24 and 34 organizations a year over FY2017 to FY2021.
What does The James and Rebecca Morgan Family Foundation fund?
By grant dollars over FY2017 to FY2021, its largest causes are Philanthropy (59%), Environment (21%), Education (5%).
Who are The James and Rebecca Morgan Family Foundation's largest grantees?
By total granted over FY2017 to FY2021: Shine Together Inc ($2.0M), California Forward ($1.4M), Project Drawdown ($950k).
Does The James and Rebecca Morgan Family Foundation fund new organizations?
In FY2021, 53% of the organizations it funded were first-time grantees.
Does The James and Rebecca Morgan Family 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 Family Foundation?
Its strongest co-funders, measured against what their size predicts, include The David and Lucile Packard Foundation, Silicon Valley Community Foundation, Gordon E and Betty I Moore Foundation.
Where is The James and Rebecca Morgan Family Foundation based?
The James and Rebecca Morgan Family 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 92 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 2021, released 2021. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on James and Rebecca Morgan Family’s filings →

More from the funding graph