Charles L Morton & Lucile R Morton Charitable Foundation
Only null% goes to programs Strong reserves Growing revenue
Charles L Morton & Lucile R Morton Charitable Foundation is a 501(c)(3) organization based in San Jose, California, registered in 1999, with $26,255 in FY2024 revenue. CharityIndex grades it C+.
5150 Graves Ave, San Jose, CA, 95129 EIN 77-0471496 Since 1999
Revenue (FY2024)
$26K
▲ 60.2% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$20K
Net assets
$395K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Charles L Morton & Lucile R Morton Charitable Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating236 mo reserves · +24% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Charles L Morton & Lucile R Morton Charitable Foundation: 236 mo reserves · +24% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Charles L Morton & Lucile R Morton Charitable Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Charles L Morton & Lucile R Morton Charitable Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 5150 Graves Ave, San Jose, CA, 95129
- City
- San Jose
- State
- California
- Subcategory
- Private Foundations
Financial trends
Revenue declined from $49K (FY2017) to $26K (FY2024) across 8 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $395K
Operating margin
23.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$395K
Total liabilities
$0
Net assets
$395K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $26,255▲60.2% | $20,073▼5.3% | $395,187▲12.5% | $395,187▲12.5% | 990PF |
| 2023 | $16,394▼14.3% | $21,189▲13.2% | $351,216▲13.4% | $351,216▲13.4% | 990PF |
| 2022 | $19,139▼14.3% | $18,725▲11.3% | $309,720▼14.1% | $309,720▼14.1% | 990PF |
| 2021 | $22,336▲43.5% | $16,827▲20.7% | $360,737▲15.8% | $360,737▲15.8% | 990PF |
| 2020 | $15,569▼11.9% | $13,936▼20.9% | $311,474▲12.9% | $311,474▲12.9% | 990PF |
| 2019 | $17,677▼53.8% | $17,617▼47.9% | $275,939▲23.0% | $275,939▲23.0% | 990PF |
| 2018 | $38,267▼22.4% | $33,845▼19.7% | $224,378▼59.3% | $224,378▼59.3% | 990PF |
| 2017 | $49,299 | $42,123 | $550,776 | $550,776 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is Charles L Morton & Lucile R Morton Charitable Foundation a legitimate nonprofit?
- Yes. Charles L Morton & Lucile R Morton Charitable Foundation is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 77-0471496, based in San Jose, California. Donations are tax-deductible.
- What is Charles L Morton & Lucile R Morton Charitable Foundation's EIN?
- Charles L Morton & Lucile R Morton Charitable Foundation's Employer Identification Number (EIN) is 77-0471496.
- How much revenue does Charles L Morton & Lucile R Morton Charitable Foundation report?
- Charles L Morton & Lucile R Morton Charitable Foundation reported $26,255 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Charles L Morton & Lucile R Morton Charitable Foundation have?
- CharityIndex grades Charles L Morton & Lucile R Morton Charitable Foundation C+, based on financial health (reserves and operating margin).
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Data for Charles L Morton & Lucile R Morton Charitable Foundation (EIN 77-0471496) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.