2024-04-11T19:30:23-05:00 2023-05-31 FIDUCIA PARTNERS LLC PO Box 130 Bedford MI 49020 990PF 2022-06-01 202029688 THE JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION % THE FOUNDATION JAME 6509418802 PO BOX 1742 LOS ALTOS CA 94023 JAMES MORGAN OFFICER 6509418802 2023-04-11 true JAMES MORGAN 999009999 MARK A BOLYARD P01270323 4082148570 3 2022 2023-04-26 12:10:37Z X 16885111 X 44073 106944 106944 218571 218571 78174 78174 78174 490 490 448252 404179 166675 83338 83337 151563 75781 75782 267323 136390 130933 46018 23009 23009 9747 4873 4874 42086 21043 21043 58423 29211 29212 741835 373645 368190 3976250 3976250 4718085 373645 4344440 -4269833 30534 8449096 3295091 3295091 4015776 3890982 3890982 12086 12086 66650 8389019 9500129 9632388 20865977 16698288 16885111 13865 27245 13865 27245 X 20852112 16671043 20852112 16671043 20865977 16698288 20852112 -4269833 88764 16671043 16671043 78174 424 424 424 11855 0 11855 11431 11431 false false false false false false false true true CA true false false false true THE FOUNDATION 6509418802 PO BOX 1742 LOS ALTOS CA 94023 false false false false false false false false false false false false false false false false false false false false false false REBECCA MORGAN PO BOX 1742 LOS ALTOS CA 94023 PRESIDENT/CEO 1.0 0 0 0 JAMES MORGAN PO BOX 1742 LOS ALTOS CA 94023 CFO / CHAIRMAN 1.0 0 0 0 LINDA VERHULP PO BOX 1742 LOS ALTOS CA 94023 SECRETARY 25.0 166675 0 0 MARY SMITH PO BOX 1742 LOS ALTOS CA 94023 DIRECTOR OF FINANCE 20.0 86237 0 6634285 5358852 9844009 21837146 0 21837146 327557 21509589 1075479 1075479 424 424 1075055 1075055 1075055 4344440 0 0 0 0 4344440 1075055 0 2020 2019 2018 185897 0 0 4344440 0 1075055 3269385 3269385 185897 185897 0 0 3269385 0 3269385 REBECCA MORGAN JAMES MORGAN NONE X ASSOCIATION OF FUNDRAISING PROFESSIONALS 4200 WILSON BLVD SUITE 480 ARLINGTON VA 22203 NONE PC PUBLIC CHARITY 4000 CREATIVE LIVES PO BOX 23 THETFORD VT 05074 NONE PC PUBLIC CHAIRTY 72500 ALF SILICON VALLEY 1400 PARKMOOR AVENUE SUITE 280 SAN JOSE CA 95126 NONE PC PUBLIC CHARITY 25000 PLANNED PARENTHOOD MAR MONTE 2470 ALVIN AVENUE SUITE 60 SAN JOSE CA 95121 NONE PC PUBLIC CHARITY 500000 AVENIDAS 450 BRYANT STREET PALO ALTO CA 95301 NONE PC PUBLIC CHARITY 2500 WOMEN'S SPORTS FOUNDATION 247 WEST 30TH STREET 5TH FLOOR NEW YORK NY 10001 NONE PC PUBLIC CHARITY 6525 BAY AREA WOMENS SPORTS INITIATIVE 2635 N FIRST STREET SUITE 149 SAN JOSE CA 95134 NONE PC PUBLIC CHARITY 75000 CALIFORNIA FORWARD 1017 L STREET PO BOX 368 SACRAMENTO CA 95814 NONE PC PUBLIC CHARITY 350000 CENTER FOR EXCELLENCE IN NONPROFITS 330 TWIN DOLPHIN DRIVE SUITE 151 REDWOOD CITY CA 94065 NONE PC PUBLIC CHARITY 57625 COMMON SENSE MEDIA 699 8TH STREET SUITE C150 SAN FRANCISCO CA 94103 NONE PC PUBLIC CHARITY 500000 COMMUNITY INITIATIVES 1000 BROADWAY SUITE 480 OAKLAND CA 94607 NONE PC PUBLIC CHARITY 100000 EASTSIDE COLLEGE PREPARATORY 1041 MYRTLE STREET EAST PALO ALTO CA 94303 NONE PC PUBLIC CHARITY 50000 WOMEN IN CA POLITICS 161 FORTADO CIRCLE SACRAMENTO CA 958311606 NONE PC PUBLIC CHARITY 50000 FOOTHILL DE ANZA FOUNDATION 12345 EL MONTE ROAD LOS ALTOS HILLS CA 94022 NONE PC PUBLIC CHARITY 7500 HARTNELL COLLEGE FOUNDATION PO BOX 2258 SALINAS CA 93902 NONE PC PUBLE CHARITY 150000 HEALTHIER KIDS FOUNDATION 4040 MOORPARK AVENUE SUITE 100 SAN JOSE CA 95117 NONE PC PUBLIC CHARITY 83500 LOS ALTOS MOUNTAIN VIEW COMMUNITY FDN 183 HILLVIEW AVENUE LOS ALTOS HILLS CA 94022 NONE PC PUBLIC FOUNDATION 25000 MONTEREY BAY AQUARIUM 886 CANNERY ROW MONTEREY CA 93940 NONE PC PUBLIC CHARITY 110000 NARAL PRO-CHOICE AMERICA FDN 1725 EYE STREET NW SUITE 900 WASHINGTON DC DC 20006 NONE PC PUBLIC CHARITY 5000 POSITIVE COACHING ALLIANCE 66 FRANKLIN STREET SUITE 300 OAKLAND CA 94607 NONE PC PUBLIC SUPPORT 50000 SHINE TOGETHER 508 VALLEY WAY MILIPITAS CA 95035 NONE PC PUBLIC SUPPORT 350000 SOCIAL VENTURE PARTNERS OF SACRAMENTO 3941 PARK DRIVE SUITE 20522 EL DORADO HILLS CA 95762 NONE PC PUBLIC SUPPORT 2500 THE NATURE CONSERVANCY - CA 1650 TECHNOLOGY DRIVE SAN JOSE CA 95110 NONE PC PUBLIC SUPPORT 1293600 TIDES FOUNDATION 1012 TORNEY AVENUE SAN FRANCISCO CA 94129 NONE PC PUBLIC SUPPORT 30000 TOWER FDN OF SAN JOSE STATE ONE WASHINGTON SQUARE CLARK HALL SUITE 300 SAN JOSE CA 95192 NONE PC PUBLIC SUPPORT 76000 3976250 14 106944 14 218571 78174 404179 404179 false false false false false false false false false false X X 1 JAMES REBECCA MORGAN PO BOX 1742 LOS ALTOS CA 94023 44073 X 1 2,549 SHARES OF PG&E STOCK 44073 2023-05-03 ACCOUNTING FEES APPLIED MATERIALS 12086 66650 HS GROUP AT COST 3078209 3078209 LEGACY VENTURES IX AT COST 1473657 1473657 IMPACT VENTURE AT COST 375165 375165 LEGACY VENTURE VII 2555583 2555583 POMONA 17515 17515 STARWOOD REAL ESTATE 2000000 2132259 OFFICE EXPENSES 58423 29211 29212 OTHER DEDUCTIONS - LEGACY IX MISC 490 490 ADJUSTMENT 88764 PROFESSIONAL FEES 261866 130933 130933 BROKERAGE FEES 5457 5457 IRS - BALANCE DUE 5-31-2018 IRS IRS