Nonprofit · EIN 20-2029688
JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION
Tax-exempt · PALO ALTO, CA 94306
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $20,886,967 | $7,300,246 | $13,586,721 | $29,296,233 | $9,968 | $29,286,265 |
| May 31, 2024 | 990-PF | $1,070,314 | $3,831,313 | -$2,760,999 | $14,884,915 | $11,707 | $14,873,208 |
| May 31, 2023 | 990-PF | $448,252 | $4,718,085 | -$4,269,833 | $16,698,288 | $27,245 | $16,671,043 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $20,326,426
- Dividends
- $646,089
- Interest
- $25,767
- Net gain from sales of assets
- -$111,611
- Other income
- $296
Expenses
- Grants and similar amounts paid
- $6,126,534
- Compensation of officers, directors and key employees
- $188,367
- Salaries, compensation and benefits (total)
- $158,385
- Disbursements for charitable purposes
- $6,712,488
- Excise tax on investment income
- $1,173
Balance sheet and other
- Total assets, start of year
- $14,884,915
- Total assets, end of year
- $29,296,233
- Total liabilities, end of year
- $9,968
- Net assets, end of year
- $29,286,265
- Fair market value of assets
- $29,362,522
- Qualifying distributions
- $6,712,488
- Net investment income
- $672,152
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA VERHULP PO BOX 1742, LOS ALTOS, CA 94023 | SECRETARY | 25 | $188,367 |
| REBECCA MORGAN PO BOX 1742, LOS ALTOS, CA 94023 | PRESIDENT/CEO | 4 | $0 |
| JAMES MORGAN PO BOX 1742, LOS ALTOS, CA 94023 | CFO / CHAIRMAN | 2 | $0 |
990-PF for the year ended May 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA VERHULP PO BOX 1742, LOS ALTOS, CA 94023 | SECRETARY | 25 | $181,767 |
| REBECCA MORGAN PO BOX 1742, LOS ALTOS, CA 94023 | PRESIDENT/CEO | 1 | $0 |
| JAMES MORGAN PO BOX 1742, LOS ALTOS, CA 94023 | CFO / CHAIRMAN | 1 | $0 |
990-PF for the year ended May 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA VERHULP PO BOX 1742, LOS ALTOS, CA 94023 | SECRETARY | 25 | $166,675 |
| MARY SMITH PO BOX 1742, LOS ALTOS, CA 94023 | DIRECTOR OF FINANCE Highest-paid employee | 20 | $86,237 |
| REBECCA MORGAN PO BOX 1742, LOS ALTOS, CA 94023 | PRESIDENT/CEO | 1 | $0 |
| JAMES MORGAN PO BOX 1742, LOS ALTOS, CA 94023 | CFO / CHAIRMAN | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3000 EL CAMINO REAL BLDG 4 STE 200, PALO ALTO, CA 94306-2108
- In care of
- % THE FOUNDATION
- Signed the 990-PF
- LINDA VERHULP, OFFICER
- Phone
- (650) 941-8802
- Return prepared by
- FIDUCIA PARTNERS LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 20-2029688 or by the name JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-2029688
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2005
- Accounting year ends
- May
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $29,296,233
- Income (IRS master file)
- $20,998,578
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $20,886,967 | $7,300,246 | $29,296,233 | XML |
| 990-PF | May 2024 | $1,070,314 | $3,831,313 | $14,884,915 | XML |
| 990-PF | May 2023 | $448,252 | $4,718,085 | $16,698,288 | XML |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-2029688).
Questions about JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION
- What is the EIN of JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION?
- The employer identification number (EIN) of JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION is 20-2029688.
- Is JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2025.
- Who are the officers and directors of JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION?
- The 990-PF for the year ended May 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $188,367 (LINDA VERHULP, SECRETARY).
- How much revenue does JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $20,886,967, expenses of $7,300,246 and total assets of $29,296,233 at year end.
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