The James and Rebecca Morgan Charitable Foundation makes relatively large, targeted gifts to California-based organizations across environment, civic reform, children’s media/STEM, and arts institutions, with a noticeable Bay Area focus. They favor established nonprofits providing public-facing programs—often funding capacity or program support—and show willingness to back both policy/civic groups and cultural institutions alongside direct service health providers.
Concentrated, large-dollar grants to a small number of established organizations, including repeat funding for several grantees; mix of program/capacity support and public-facing initiatives rather than many small gifts.
A $1.29 million grant to The Nature Conservancy - CA stands out in The James and Rebecca Morgan Charitable Foundation’s recent record and sets the tone for a portfolio built around sizable, targeted support. The foundation backs California organizations working in environment, civic reform, children’s media and STEM, arts, and family health, with a clear preference for established public charities and public support organizations. Its recent awards also include repeated gifts to Common Sense Media, Planned Parenthood Mar Monte, California Forward, and The Tech Museum, showing a pattern of sustained backing for groups that deliver public-facing programs or policy work. The grant list points to a foundation that funds at meaningful levels rather than with small exploratory awards. Several recipients appear more than once across different years, including The Nature Conservancy - CA, Common Sense Media, California Forward, and Hartnell College Foundation, which suggests ongoing relationships with selected organizations. San Jose, San Francisco, Sacramento, and other Bay Area cities recur often among recipients, while a few grants extend beyond the region to organizations in Vermont. The result is a grantmaking profile centered on relatively large, focused support for nonprofits with defined roles in conservation, civic life, education, and health.
In environmental conservation, the foundation made some of its largest awards to The Nature Conservancy - CA, including a $1,293,600 grant in 2024 and a $146,000 grant in 2025. That same priority also shows up in smaller but still substantial support for Feather Land Trust in Quincy. Children’s media and digital literacy is another clear thread. Common Sense Media received $500,000 in both 2024 and 2025, indicating sustained support for its work. The foundation also funded The Tech Museum with $475,000 in 2025, linking STEM learning to public education and technology access. Civic and community infrastructure appears through California Forward, which received $350,000 in 2024 and $250,000 in 2025, and through Community Initiatives in Oakland, which received $100,000 in 2024 and 2025. The foundation also supported health-related community work through Healthier Kids Foundation in San Jose.
$6.1M
$29.3M
$20.9M
$7.3M
Most grants fall between $25K and $147K, with a median of $50K.
25th Percentile
$25K
Median
$50K
75th Percentile
$147K
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Notable grantees: The Nature Conservancy, Common Sense Media, California Forward, The Tech Museum, Planned Parenthood Mar Monte
Typical grants cluster at meaningful mid-to-large levels: p25 is $25,000, the median is $50,000, and p75 is $146,875. The record shows repeat support for several recipients across multiple years, including The Nature Conservancy - CA, Common Sense Media, California Forward, Hartnell College Foundation, Community Initiatives, and Bay Area Womens Sports Initiative. That points to ongoing relationships rather than one-time awards. The foundation is not a vehicle for grants to individuals and does not make program-related investments. Its public record also shows a local giving footprint, with most grants going to recipients in California.
Grant recipients are overwhelmingly in California, accounting for 82% of grants to the HQ state. San Jose appears frequently, with grants to The Nature Conservancy - CA, Planned Parenthood Mar Monte, Healthier Kids Foundation, Bay Area Womens Sports Initiative, and the Tower Foundation of San Jose State. San Francisco, Sacramento, Mountain View, Oakland, and Redwood City also recur. Outside California, the list includes two grants to Creative Lives in Thetford, Vermont. By count, New York is the top non-HQ state in the foundation’s giving profile, but the recent-grants table itself is centered in California.
The distribution centers on mid-sized grants: the 25th percentile is $25,000, the median is $50,000, and the 75th percentile is $146,875. Recent awards include both smaller support grants and larger six-figure gifts, showing a fairly wide spread around that median.
Yes. Several recipients appear in multiple years, including The Nature Conservancy - CA, Common Sense Media, California Forward, Hartnell College Foundation, Community Initiatives, and Bay Area Womens Sports Initiative. That pattern indicates continuing relationships with selected nonprofits.
The recent record shows support for environmental conservation, children’s media and STEM, civic reform, arts, and family health. Named recipients include The Nature Conservancy - CA, Common Sense Media, California Forward, The Tech Museum, Theatre Works, and Planned Parenthood Mar Monte.
Most grants go to California recipients, and 82% of grants are to organizations in the HQ state. Recent recipients are concentrated in San Jose, San Francisco, Sacramento, Mountain View, Oakland, and Redwood City.
No. The foundation does not fund individuals, and it does not make program-related investments. Its public grantmaking record is focused on organizational grants to nonprofits.
2026
Source: IRS Form 990-PF, fiscal year 2026.
Most recent grants reported to the IRS.
| Recipient | Location | Amount | Year | Purpose |
|---|---|---|---|---|
| FIDELITY DAF - JM | COVINGTON, KY | $1,000,000 | 2026 | PUBLIC CHARITY |
| NATIONAL PHILANTHROPIC TRUST - MF | JENKINTOWN, PA | $1,000,000 | 2026 | PUBLIC CHARITY |
| THE NATURE CONSERVANCY | SAN FRANCISCO, CA | $975,000 | 2026 | PUBLIC CHARITY |
| COMMON SENSE MEDIA | SAN FRANCISCO, CA | $500,000 | 2026 | PUBLIC CHARITY |
| SANTA CLARA UNIVERSITY | SANTA CLARA, CA | $333,334 | 2026 | PUBLIC CHARITY |
| THE TECH MUSEUM | SAN JOSE, CA | $325,000 | 2026 | PUBLIC CHARITY |
| CALIFORNIA FORWARD | SACRAMENTO, CA | $300,000 | 2026 | PUBLIC CHARITY |
| FOOTHILL DEANZA FOUNDATION | LOS ALTOS, CA | $200,000 | 2026 | PUBLE CHARITY |
| CRTWC COMMUNITY INITIATIVES | NOT PROVIDED, CA | $200,000 | 2026 | PUBLIC CHARITY |
| FEATHER RIVER LAND TRUST | QUNICY, CA | $150,000 | 2026 | PUBLIC CHARITY |
| BAY AREA WOMENS SPORTS INITIATIVE | SAN JOSE, CA | $125,000 | 2026 | PUBLIC CHARITY |
| SHINE TOGETHER (FORMERLY TSI) | MILPITAS, CA | $100,000 | 2026 | PUBLIC CHARITY |
| GRAIL FAMILY SERVICES | SAN JOSE, CA | $100,000 | 2026 | PUBLIC CHARITY |
| CHILDREN NOW | OAKLAND, CA | $100,000 | 2026 | PUBLIC CHARITY |
| UPWARDS SCHOLARS | REDWOOD CITY, CA | $100,000 | 2026 | PUBLIC FOUNDATION |
| SAN JOSE STATE UNIVERSITY | SAN JOSE, CA | $100,000 | 2026 | PUBLIC SUPPORT |
| HEALTHIER KIDS FOUNDATION | SAN JOSE, CA | $100,000 | 2026 | PUBLIC CHARITY |
| MONTEREY BAY AQUARIUM FOUNDATION | MONTEREY, CA | $100,000 | 2026 | PUBLIC CHARITY |
| THE BETTER ANGELS SOCIETY | WASHINGTON, DC | $100,000 | 2026 | PUBLIC CHARITY |
| CREATIVE LIVES | THETFORD, VT | $75,000 | 2026 | PUBLIC CHAIRTY |
| HIDDEN VILLA | LOS ALTOS HILLS, CA | $50,000 | 2026 | PUBLIC CHARITY |
| NC STATE UNIVERSITY FOUNDATION | RALEIGH, NC | $43,000 | 2026 | PUBLIC CHARITY |
| AMERICAN LEADERSHIP FORUM | SAN JOSE, CA | $25,000 | 2026 | PUBLIC CHARITY |
| EAST PALO ALTO TENNIS & TUTORING | EAST PALO ALTO, CA | $10,000 | 2026 | PUBLIC CHARITY |
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | PALO ALTO, CA | $10,000 | 2026 | PUBLIC CHARITY |
| CREATV SAN JOSE | SAN JOSE, CA | $5,200 | 2026 | PUBLIC CHARITY |
| COMMON SENSE MEDIA | SAN FRANCISCO, CA | $500,000 | 2025 | PUBLIC CHARITY |
| THEATRE WORKS | MOUNTAIN VIEW, CA | $500,000 | 2025 | PUBLIC SUPPORT |
| THE TECH MUSEUM | SAN JOSE, CA | $475,000 | 2025 | PUBLIC CHARITY |
| CALIFORNIA FORWARD | SACRAMENTO, CA | $250,000 | 2025 | PUBLIC CHARITY |
| HEALTHIER KIDS FOUNDATION | SAN JOSE, CA | $232,500 | 2025 | PUBLIC CHARITY |
| HARTNELL COLLEGE FOUNDATION | SALINAS, CA | $150,000 | 2025 | PUBLE CHARITY |
| THE NATURE CONSERVANCY - CA | SAN FRANCISCO, CA | $146,000 | 2025 | PUBLIC CHARITY |
| UPWARDS SCHOLARS | REDWOOD CITY, CA | $100,000 | 2025 | PUBLIC FOUNDATION |
| COMMUNITY INITIATIVES | OAKLAND, CA | $100,000 | 2025 | PUBLIC CHARITY |
| SHINE TOGETHER (FORMERLY TSI) | MILPITAS, CA | $100,000 | 2025 | PUBLIC CHARITY |
| BAY AREA WOMENS SPORTS INITIATIVE | SAN JOSE, CA | $100,000 | 2025 | PUBLIC CHARITY |
| TOWER FOUNDATION OF SAN JOSE STATE | SAN JOSE, CA | $76,000 | 2025 | PUBLIC CHARITY |
| EDUCARE CALIF AT SILICON VALLEY | SAN JOSE, CA | $50,000 | 2025 | PUBLIC CHARITY |
| THE TIDES FOUNDATION | SAN FRANCISCO, CA | $50,000 | 2025 | PUBLIC CHARITY |
| NC STATE COLLEGE OF SCIENCE FDN | RALEIGH, NC | $43,000 | 2025 | PUBLIC CHARITY |
| CREATIVE LIVES | THETFORD, VT | $30,000 | 2025 | PUBLIC CHAIRTY |
| WOMEN IN CA POLITICS | SACRAMENTO, CA | $25,000 | 2025 | PUBLIC CHARITY |
| BRING ME A BOOK - FRANKLIN | APALACHICOLA, FL | $25,000 | 2025 | PUBLIC CHARITY |
| CHILD ADVOCATES | HOUSTON, TX | $2,500 | 2025 | PUBLIC CHARITY |
| THE NATURE CONSERVANCY - CA | SAN JOSE, CA | $1,293,600 | 2024 | PUBLIC SUPPORT |
| COMMON SENSE MEDIA | SAN FRANCISCO, CA | $500,000 | 2024 | PUBLIC CHARITY |
| PLANNED PARENTHOOD MAR MONTE | SAN JOSE, CA | $500,000 | 2024 | PUBLIC CHARITY |
| SHINE TOGETHER | MILIPITAS, CA | $350,000 | 2024 | PUBLIC SUPPORT |
| CALIFORNIA FORWARD | SACRAMENTO, CA | $350,000 | 2024 | PUBLIC CHARITY |
FIDELITY DAF - JM
$1,000,000PUBLIC CHARITY
NATIONAL PHILANTHROPIC TRUST - MF
$1,000,000PUBLIC CHARITY
THE NATURE CONSERVANCY
$975,000PUBLIC CHARITY
SANTA CLARA UNIVERSITY
$333,334PUBLIC CHARITY
THE TECH MUSEUM
$325,000PUBLIC CHARITY
CALIFORNIA FORWARD
$300,000PUBLIC CHARITY
CRTWC COMMUNITY INITIATIVES
$200,000PUBLIC CHARITY
UPWARDS SCHOLARS
$100,000PUBLIC FOUNDATION
SAN JOSE STATE UNIVERSITY
$100,000PUBLIC SUPPORT
CREATIVE LIVES
$75,000PUBLIC CHAIRTY
HIDDEN VILLA
$50,000PUBLIC CHARITY
NC STATE UNIVERSITY FOUNDATION
$43,000PUBLIC CHARITY
CREATV SAN JOSE
$5,200PUBLIC CHARITY
THEATRE WORKS
$500,000PUBLIC SUPPORT
THE TECH MUSEUM
$475,000PUBLIC CHARITY
THE NATURE CONSERVANCY - CA
$146,000PUBLIC CHARITY
EDUCARE CALIF AT SILICON VALLEY
$50,000PUBLIC CHARITY
NC STATE COLLEGE OF SCIENCE FDN
$43,000PUBLIC CHARITY
CREATIVE LIVES
$30,000PUBLIC CHAIRTY
WOMEN IN CA POLITICS
$25,000PUBLIC CHARITY
BRING ME A BOOK - FRANKLIN
$25,000PUBLIC CHARITY
THE NATURE CONSERVANCY - CA
$1,293,600PUBLIC SUPPORT