2023-04-14T17:16:50-05:00 2022-05-31 FIDUCIA PARTNERS LLC PO Box 130 Bedford MI 49020 990PF 2021-06-01 202029688 THE JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION % THE FOUNDATION JAME 6509418802 PO BOX 1742 LOS ALTOS CA 94023 JAMES MORGAN OFFICER 6509418802 2023-04-15 true JAMES MORGAN 999009999 MARK A BOLYARD P01270323 4082148570 2023-04-13 3 2021 2023-04-26 12:10:37Z X 22529605 X 0 X 7934 7934 61493 61493 94301 25716 25716 189444 95143 62500 31250 31250 64193 32096 32096 53664 26332 0 26332 26646 13323 13323 2870 1435 1435 27783 13891 13892 237656 118327 0 118328 1184400 1184400 1422056 118327 0 1302728 -1232612 0 21213739 8449096 8449096 4015776 3966234 12086 12086 58645 858899 8389019 10055630 22084724 20865977 22529605 13865 0 13865 X 22084724 20852112 22084724 20852112 22084724 20865977 22084724 -1232612 20852112 20852112 0 0 0 15477 0 15477 15477 15477 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 20.0 62500 11250 0 LINDA VERHULP PO BOX 1742 LOS ALTOS CA 94023 EXECUTIVE DIRECTOR 20.0 62500 11250 MARY SMITH PO BOX 1742 LOS ALTOS CA 94023 DIRECTOR OF FINANCE 20.0 34770 4224 2257700 15832385 5486480 23576565 0 23576565 353648 23222917 1161146 1161146 0 0 1161146 1161146 1161146 1302728 0 0 0 0 1302728 1161146 185897 2019 2018 2017 0 1302728 185897 1116831 0 0 0 0 44315 0 0 REBECCA MORGAN JAMES MORGAN NONE X THEATRE WORKS 500 CASTRO STREET MOUNTAIN VIEW CA 94041 NONE PC PUBLIC CHARITY 500 CREATIVE LIVES PO BOX 23 THETFORD VT 05074 NONE PC PUBLIC CHAIRTY 149500 ALF SILICON VALLEY 1400 PARKMOOR AVENUE SUITE 280 SAN JOSE CA 95126 NONE PC PUBLIC CHARITY 50000 FEATHER LAND TRUST PO BOX 1826 QUINCY CA 95971 NONE PC PUBLIC CHARITY 100000 CALMATTERS 1017 L STREET SUITE 261 SACRAMENTO CA 95814 NONE PC PUBLIC CHARITY 175000 WOMEN'S SPORTS FOUNDATION 247 WEST 30TH STREET 5TH FLOOR NEW YORK NY 10001 NONE PC PUBLIC CHARITY 25000 TEEN SUCCESS 600 VALLEY WAY MILPITAS CA 95035 NONE PC PUBLIC CHARITY 50000 THE NATURE CONSERVANCY 201 MISSION STREET FOURTH FLOOR SAN FRANCISCO CA 94105 NONE PC PUBLIC CHARITY 410400 COMMON SENSE MEDIA 699 8TH STREET SAN FRANCISCO CA 94103 NONE PC PUBLIC CHARITY 50000 CA COUNCIL ON SCIENCE & TECHNOLOGY 1100 11TH STREET SACRAMENTO CA 95814 NONE PC PUBLIC CHARITY 50000 CA CHARTER SCHOOL ASSOCIATES 250 EAST 1ST STREET SUITE 1000 LOS ANGELES CA 90012 NONE PC PUBLIC CHARITY 50000 NORAL PRO-CHOICE FOUNDATION 1725 EYE STREET NW SUITE 900 WASHINGTON DC DC 20006 NONE PC PUBLIC CHARITY 10000 WORKING PARTNERSHIPS USA 2302 ZANKER ROAD SAN JOSE CA 95131 NONE PC PUBLIC CHARITY 9000 LOS ALTOS ROTARY ENDOWNMENT PO BOX 794 LOS ALTOS CA 94023 NONE PC PUBLIC CHARITY 5000 PRESIDO PERFORMING ARTS 2902 LYON STREET SAN FRANCISCO CA 94123 NONE PC PUBLE CHARITY 25000 PLUMAS CRISIS INTERVENTION 175 MAIN STREET QUINCY CA 95971 NONE PC PUBLIC CHARITY 25000 1184400 14 7934 14 61493 OTHER MISC 25716 95143 95143 false false false false false false false false false false ACCOUNTING FEES 53664 26332 26332 APPLIED MATERIALS 12086 58645 4015776 3966234 HS GROUP AT COST 1863926 2248137 LEGACY VENTURES IX AT COST 690099 1612215 IMPACT VENTURE AT COST 510071 395039 LEGACY VENTURE VII 3306989 3480216 POMONA 17934 17921 STARWOOD REAL ESTATE 2000000 2302102 BANK CHARGES 296 148 148 OFFICE EXPENSE 14392 7196 7196 ADVERTSING 7500 3750 3750 BROCKERAGE FEES 5595 2797 2798 OTHER INCOME 25716 25716 IRS - BALANCE DUE 5-31-2018 IRS IRS