Nonprofit · EIN 77-0471496
CHARLES L MORTON & LUCILE R MORTON CHARITABLE FOUNDATION
Tax-exempt · SAN JOSE, CA 95129
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $26,255 | $20,073 | $6,182 | $395,187 | $0 | $395,187 |
| December 31, 2023 | 990-PF | $16,394 | $21,189 | -$4,795 | $351,216 | $0 | $351,216 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $9,678
- Other income
- $16,577
Expenses
- Grants and similar amounts paid
- $16,330
Balance sheet and other
- Total assets, start of year
- $351,216
- Total assets, end of year
- $395,187
- Total liabilities, end of year
- $0
- Net assets, end of year
- $395,187
- Fair market value of assets
- $395,187
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 |
|---|---|---|---|
| SCOT C MORTON 5150 GRAVES AVE STE 8A, SAN JOSE, CA 95129 | PRESIDENT | 2 | $0 |
| FAYE BRACKETT 5150 GRAVES AVE STE 8A, SAN JOSE, CA 95129 | SECRETARY | 2 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOT C MORTON 5150 GRAVES AVE STE 8A, SAN JOSE, CA 95129 | PRESIDENT | 2 | $0 |
| FAYE BRACKETT 5150 GRAVES AVE STE 8A, SAN JOSE, CA 95129 | SECRETARY | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 5150 GRAVES AVE, SAN JOSE, CA 95129-5013
- In care of
- % CHARLES L MORTON DIR
- Signed the 990-PF
- SCOT C MORTON, PRESIDENT
- Phone
- (408) 258-0202
- Return prepared by
- SK MORTON FINANCIAL GROUP INC
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0471496 or by the name CHARLES L MORTON & LUCILE R MORTON CHARITABLE 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
- 77-0471496
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $395,187
- Income (IRS master file)
- $26,255
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $26,255 | $20,073 | $395,187 | IRS |
| 990-PF | December 2023 | $16,394 | $21,189 | $351,216 | 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 77-0471496).
Questions about CHARLES L MORTON & LUCILE R MORTON CHARITABLE FOUNDATION
- What is the EIN of CHARLES L MORTON & LUCILE R MORTON CHARITABLE FOUNDATION?
- The employer identification number (EIN) of CHARLES L MORTON & LUCILE R MORTON CHARITABLE FOUNDATION is 77-0471496.
- Is CHARLES L MORTON & LUCILE R MORTON CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to CHARLES L MORTON & LUCILE R MORTON CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES L MORTON & LUCILE R MORTON CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES L MORTON & LUCILE R MORTON CHARITABLE 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 CHARLES L MORTON & LUCILE R MORTON CHARITABLE 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 CHARLES L MORTON & LUCILE R MORTON CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does CHARLES L MORTON & LUCILE R MORTON CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $26,255, expenses of $20,073 and total assets of $395,187 at year end.
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