Charles L Morton & Lucile R Morton Charitable Foundation

San Jose, CA
Tax-exempt since Feb. 1999
EIN: 77-0471496

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$26.3k (2024)

Expenses

$20.1k (2024)

Total Assets

$395k (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$26,255

Expenses

$20,073

Net Income

$6,182

Net Assets

$395,187

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,678	36.9%
Sales of Assets	$0
Other Income	$16,577	63.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$395,187
Total Liabilities	$0
Net Assets	$395,187

Compensation

Key Employees and Officers	Compensation	Other
Scot C Morton (President)	$0	$0
Faye Brackett (Secretary)	$0	$0

990-PF

Filed on Nov. 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$16,394

Expenses

$21,189

Net Income

-$4,795

Net Assets

$351,216

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,624	46.5%
Sales of Assets	$0
Other Income	$8,770	53.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$351,216
Total Liabilities	$0
Net Assets	$351,216

Compensation

Key Employees and Officers	Compensation	Other
Scot C Morton (President)	$0	$0
Faye Brackett (Secretary)	$0	$0

990-PF

Filed on Nov. 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$19,139

Expenses

$18,725

Net Income

$414

Net Assets

$309,720

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,994	36.5%
Sales of Assets	$0
Other Income	$12,145	63.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$309,720
Total Liabilities	$0
Net Assets	$309,720

Compensation

Key Employees and Officers	Compensation	Other
Scot C Morton (President)	$0	$0
Faye Brackett (Secretary)	$0	$0

990-PF

Filed on Nov. 17, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$22,336

Expenses

$16,827

Net Income

$5,509

Net Assets

$360,737

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,713	30.1%
Sales of Assets	$0
Other Income	$15,623	69.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$360,737
Total Liabilities	$0
Net Assets	$360,737

Compensation

Key Employees and Officers	Compensation	Other
Scot C Morton (President)	$0	$0
Faye Brackett (Secretary)	$0	$0

990-PF

Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$15,569

Expenses

$13,936

Net Income

$1,633

Net Assets

$311,473

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,000	19.3%
Interest Revenue	$0
Dividends	$6,197	39.8%
Sales of Assets	$0
Other Income	$6,372	40.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$311,474
Total Liabilities	$1
Net Assets	$311,473

Compensation

Key Employees and Officers	Compensation	Other
Scot C Morton (President)	$0	$0
Faye Brackett (Secretary)	$0	$0

990-PF

Filed on Nov. 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$17,677

Expenses

$17,617

Net Income

$60

Net Assets

$275,938

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,000	33.9%
Interest Revenue	$0
Dividends	$6,196	35.1%
Sales of Assets	$0
Other Income	$5,481	31.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$275,939
Total Liabilities	$1
Net Assets	$275,938

Compensation

Key Employees and Officers	Compensation	Other
Scot C Morton (President)	$0	$0
Faye Brackett (Secretary)	$0	$0

990-PF

Filed on Nov. 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$38,267

Expenses

$33,845

Net Income

$4,422

Net Assets

$224,378

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,000	15.7%
Interest Revenue	$90	0.2%
Dividends	$15,977	41.8%
Sales of Assets	$0
Other Income	$16,200	42.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$224,378
Total Liabilities	$0
Net Assets	$224,378

Compensation

Key Employees and Officers	Compensation	Other
Scot C Morton (President)	$0	$0
Faye Brackett (Secretary)	$0	$0

990-PF

Filed on Nov. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$49,299

Expenses

$42,123

Net Income

$7,176

Net Assets

$550,776

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,000	12.2%
Interest Revenue	$0
Dividends	$27,890	56.6%
Sales of Assets	$0
Other Income	$15,409	31.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$550,776
Total Liabilities	$0
Net Assets	$550,776

Compensation

Key Employees and Officers	Compensation	Other
Charles L Morton (President)	$0	$0
Faye Brackett (Secretary)	$0	$0
Scot C Morton (Director)	$0	$0

990-PF

Filed on Nov. 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$67,705

Expenses

$40,623

Net Income

$27,082

Net Assets

$540,135

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,200	10.6%
Interest Revenue	$7	0.0%
Dividends	$42,614	62.9%
Sales of Assets	$0
Other Income	$17,884	26.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$540,135
Total Liabilities	$0
Net Assets	$540,135

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$43,045

Expenses

$27,382

Net Income

$15,663

Net Assets

$421,320

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,250	16.8%
Interest Revenue	$38	0.1%
Dividends	$27,163	63.1%
Sales of Assets	$0
Other Income	$8,594	20.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$421,320
Total Liabilities	$0
Net Assets	$421,320

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$45,723

Expenses

$18,880

Net Income

$26,843

Net Assets

$336,926

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$14,115	30.9%
Interest Revenue	$199	0.4%
Dividends	$22,802	49.9%
Sales of Assets	$0
Other Income	$8,607	18.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$336,926
Total Liabilities	$0
Net Assets	$336,926

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$42,055

Expenses

$17,791

Net Income

$24,264

Net Assets

$304,777

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$13,021	31.0%
Interest Revenue	$468	1.1%
Dividends	$22,322	53.1%
Sales of Assets	$0
Other Income	$6,244	14.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$304,777
Total Liabilities	$0
Net Assets	$304,777

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$37,251

Expenses

$16,398

Net Income

$20,853

Net Assets

$268,551

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$15,395	41.3%
Interest Revenue	$304	0.8%
Dividends	$17,376	46.6%
Sales of Assets	$0
Other Income	$4,176	11.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$268,551
Total Liabilities	$0
Net Assets	$268,551

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Charles L Morton & Lucile R Morton Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $26.3k (2024)

Expenses $20.1k (2024)

Total Assets $395k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$26.3k (2024)

Expenses

$20.1k (2024)

Total Assets

$395k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2001