Nonprofit · EIN 20-6298234
MORTON FAM FOUNDATION
Also known as MORTON HUGHES G JR TTEE
Tax-exempt · LONG BEACH, CA 90803
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $77,209 | $72,182 | $5,027 | $1,021,094 | $0 | $1,021,094 |
| December 31, 2023 | 990-PF | $75,458 | $79,263 | -$3,805 | $1,016,067 | $0 | $1,016,067 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $77,188
- Interest
- $21
Expenses
- Grants and similar amounts paid
- $68,132
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $69,132
- Excise tax on investment income
- $1,031
Balance sheet and other
- Total assets, start of year
- $1,016,067
- Total assets, end of year
- $1,021,094
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,021,094
- Fair market value of assets
- $1,593,805
- Qualifying distributions
- $69,132
- Net investment income
- $77,209
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CECE MORTON 550 SANTA ANGELA LANE, MONTECITO, CA 93108 | TRUSTEE | 0 | $0 |
| MARY G MORTON 3725 HUNTINGTON ST NW, WASHINGTON, DC 20015 | TRUSTEE | 0 | $0 |
| WILLIAM M MORTON II 817 BUTTE ST B, CRESCENT CITY, CA 95531 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CECE MORTON 550 SANTA ANGELA LANE, MONTECITO, CA 93108 | TRUSTEE | 0 | $0 |
| MARY G MORTON 3725 HUNTINGTON ST NW, WASHINGTON, DC 20015 | TRUSTEE | 0 | $0 |
| WILLIAM M MORTON II 817 BUTTE ST B, CRESCENT CITY, CA 95531 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 6615 E PACIFIC COAST HWY STE 150, LONG BEACH, CA 90803-4222
- In care of
- % HUGHES G MORTON JR
- Signed the 990-PF
- MARY G MORTON, TRUSTEE
- Phone
- (562) 423-8777
- Return prepared by
- WNR CPA'S INC
California records
California keeps its own records of charities and corporations. Search them by EIN 20-6298234 or by the name MORTON FAM 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-6298234
- 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
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,021,094
- Income (IRS master file)
- $77,209
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $77,209 | $72,182 | $1,021,094 | IRS |
| 990-PF | December 2023 | $75,458 | $79,263 | $1,016,067 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 20-6298234).
Questions about MORTON FAM FOUNDATION
- What is the EIN of MORTON FAM FOUNDATION?
- The employer identification number (EIN) of MORTON FAM FOUNDATION is 20-6298234.
- Is MORTON FAM FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to MORTON FAM FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MORTON FAM FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MORTON FAM FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MORTON FAM FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of MORTON FAM FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does MORTON FAM FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $77,209, expenses of $72,182 and total assets of $1,021,094 at year end.
Other nonprofits in LONG BEACH
- THE RUDOLPH J & DAPHNE A MUNZER FOUNDATION EIN 33-0686779 · last filed 990-PF for 2025
- LONG BEACH COMMUNITY FOUNDATION EIN 20-5054010 · last filed 990 for 2025
- CALIFORNIA STATE UNIVERSITY FOUNDATION EIN 95-6123757 · last filed 990 for 2025
- ROSALIE AND HAROLD BROWN CHARITABLE TRUST EIN 85-0896165 · last filed 990-PF for 2024
- IGNITE CULTURAL SOLUTIONS FOUNDATION EIN 81-3439501 · last filed 990-PF for 2024
- LONG BEACH PUBLIC LIBRARY FOUNDATION EIN 33-0698704 · last filed 990 for 2024
- DE GROOT FOUNDATION EIN 20-1655517 · last filed 990-PF for 2024
- EVALYN M BAUER FOUNDATION EIN 33-0669419 · last filed 990-PF for 2025
All nonprofits in LONG BEACH · California · Philanthropy, voluntarism and grantmaking foundations