Civic Intelligence

Morgan Family Foundation Inc

EIN 91-2081052 • Pleasanton, CA

5020 Franklin Drive Ste 200Pleasanton, CA 94588
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

48th percentile

0.02x

Higher debt load relative to assets than 48% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.41x

Higher debt load relative to revenue than 82% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

1st percentile

-787%

Higher net margin than 1% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

13th percentile

-11%

Faster asset growth than 13% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-17%

Faster revenue growth than 17% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,787,183

Down $216,510 (-11%) from 2023

Liabilities

Up

$27,450

Up $1,364 (+5.2%) from 2023

Net Assets

Down

$1,759,733

Down $217,875 (-11%) from 2023

Revenue

Down

$66,169

Down $13,682 (-17%) from 2023

Expenses

Up

$586,743

Up $958 (+0.2%) from 2023

Net Income

Down

-$520,574

Down $14,640 (-2.9%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $342,924Liabilities 2011: $02011Assets 2012: $117,936Liabilities 2012: $02012Assets 2013: $3,910Liabilities 2013: $02013Assets 2014: $4,217,331Liabilities 2014: $0Net Assets 2014: $4,217,3312014Assets 2015: $3,755,617Liabilities 2015: $12,500Net Assets 2015: $3,743,1172015Assets 2016: $3,656,510Liabilities 2016: $248,758Net Assets 2016: $3,407,7522016Assets 2017: $3,800,547Liabilities 2017: $231,445Net Assets 2017: $3,569,1022017Assets 2018: $3,215,630Liabilities 2018: $212,394Net Assets 2018: $3,003,2362018Assets 2019: $3,369,608Liabilities 2019: $179,550Net Assets 2019: $3,190,0582019Assets 2020: $3,220,907Liabilities 2020: $140,622Net Assets 2020: $3,080,2852020Assets 2021: $3,328,824Liabilities 2021: $43,250Net Assets 2021: $3,285,5742021Assets 2022: $2,422,737Liabilities 2022: $159,831Net Assets 2022: $2,262,9062022Assets 2023: $2,003,693Liabilities 2023: $26,086Net Assets 2023: $1,977,6082023Assets 2024: $1,787,183Liabilities 2024: $27,450Net Assets 2024: $1,759,7332024

Highlighted filing

2024

Assets$1,787,183
Liabilities$27,450
Net Assets$1,759,733

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $505,356Expenses 2011: $721,674Net Income 2011: -$216,3182011Revenue 2012: $511,802Expenses 2012: $736,790Net Income 2012: -$224,9882012Revenue 2013: $121,133Expenses 2013: $235,155Net Income 2013: -$114,0222013Revenue 2014: $6,510,829Expenses 2014: $249,209Net Income 2014: $6,261,6202014Revenue 2015: $154,251Expenses 2015: $359,170Net Income 2015: -$204,9192015Revenue 2016: $108,818Expenses 2016: $599,133Net Income 2016: -$490,3152016Revenue 2017: $115,016Expenses 2017: $328,065Net Income 2017: -$213,0492017Revenue 2018: $140,055Expenses 2018: $335,128Net Income 2018: -$195,0732018Revenue 2019: $137,949Expenses 2019: $373,289Net Income 2019: -$235,3402019Revenue 2020: -$30,458Expenses 2020: $402,215Net Income 2020: -$432,6732020Revenue 2021: $512,633Expenses 2021: $561,693Net Income 2021: -$49,0602021Revenue 2022: $7,901Expenses 2022: $593,809Net Income 2022: -$585,9082022Revenue 2023: $79,851Expenses 2023: $585,785Net Income 2023: -$505,9342023Revenue 2024: $66,169Expenses 2024: $586,743Net Income 2024: -$520,5742024

Highlighted filing

2024

Revenue$66,169
Expenses$586,743
Net Income-$520,574

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.79$0.03$1.76$0.07$0.59$0.52
2023Detailed filing. Detailed filing data is available for this year.$2.00$0.03$1.98$0.08$0.59$0.51
2022Detailed filing. Detailed filing data is available for this year.$2.42$0.16$2.26$0.01$0.59$0.59
2021Detailed filing. Detailed filing data is available for this year.$3.33$0.04$3.29$0.51$0.56$0.05
2020Detailed filing. Detailed filing data is available for this year.$3.22$0.14$3.08$0.03$0.40$0.43
2019Detailed filing. Detailed filing data is available for this year.$3.37$0.18$3.19$0.14$0.37$0.24
2018Detailed filing. Detailed filing data is available for this year.$3.22$0.21$3.00$0.14$0.34$0.20
2017Detailed filing. Detailed filing data is available for this year.$3.80$0.23$3.57$0.12$0.33$0.21
2016Detailed filing. Detailed filing data is available for this year.$3.66$0.25$3.41$0.11$0.60$0.49
2015Detailed filing. Detailed filing data is available for this year.$3.76$0.01$3.74$0.15$0.36$0.20
2014Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$6.51$0.25$6.26
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.12$0.24$0.11
2012Summary only. Only limited summary data is available for this year.$0.12$0.00$0.51$0.74$0.22
2011Summary only. Only limited summary data is available for this year.$0.34$0.00$0.51$0.72$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KILE MORGAN JRPresident-$0--
JUDY L MORGANVice President-$0--
LINDA F MORASCHSecretary/Treasurer-$0--
Loree D DurhamExecutive Director-$0--
Filing and Contact Details

Filer

Filer Name
Morgan Family Foundation Inc
EIN
91-2081052
In Care Of
% LINDA MORASCH
Phone
9256831211
Address
5020 Franklin Drive Ste 200, Pleasanton, CA 94588

Signing Officer

Name
Linda Morasch
Title
Secretary/treasurer
Phone
9256831211
Signed
2025-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Krutilla & Associates Inc
Address
350 N WIGET LN STE 150, WALNUT CREEK, CA 94598
Phone
9259415440
Raw XML Appendix353 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt03250
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03250
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0NO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0See Statement
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0ISHARES IBOXX $ INVESTMENT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1VANGUARD INTERMEDIATE-TERM TRE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2DODGE & COX
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt097224
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt151148
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt295403
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt097224
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt151148
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt295403
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0347321
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1133966
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt249545
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3376949
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt477425
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0347321
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1133966
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt249545
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3376949
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt477425
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ISHARES CORE S&P 500 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ISHARES CORE S&P MID-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ISHARES CORE S&P SMALL-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ISHARES S&P 100 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ISHARES MSCI EAFE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt015034
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1387617
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BLACKROCK DEVELOPED RE INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1UTILITY CONTRACTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt015034
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1387617
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt036420
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt029749
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt066169
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt066169
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0140754
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0366730
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0366730
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt036420
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt036420
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-520574
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0564510
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt029749
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0164291
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0138558
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0138558
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt019321
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07081
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt026141
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt07500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt07500
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05802
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05802
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0574121
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt012883
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0586743
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0177174
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt066169
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0207391
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt012883
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0220013
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt038762
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt038762
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0423756
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0140754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0140754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0564510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LONG-TERM WELLS FARGO # 7700 PUBLICY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0140754
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-520574
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0302699
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01759733
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01977608
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01759733
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt071789
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt071789
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt071789
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt074073
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02284
IRS990PF/DistributableAmountGrp/TotalTaxAmt02284
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0818
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01408
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt01700
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02284
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0818
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02284
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02284
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03108
IRS990PF/FMVAssetsEOYAmt01787183
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt026086
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt027450
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0496806
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0243775
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0243775
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01078180
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0985206
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0985206
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt025246
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01408
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01408
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0331065
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0402651
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0402651
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01977608
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01759733
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt072396
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0154143
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0154143
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02003693
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01787183
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01787183
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt026086
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt027450
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02003694
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01787183
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01977608
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01759733
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01504013
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt062762
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01441251
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt022560
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt074073
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01481453
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01504013
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KILE MORGAN JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JUDY L MORGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LINDA F MORASCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Loree D Durham
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Executive Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05020 Franklin Drive Ste 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15020 Franklin Drive Ste 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25020 Franklin Drive Ste 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt35020 Franklin Drive Ste 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Pleasanton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Pleasanton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Pleasanton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Pleasanton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094588
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194588
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294588
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394588
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0574121
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0574121
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0true
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0true
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05020 FRANKLIN DRIVE STE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Pleasanton
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094588
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LINDA MORASCH
IRS990PF/StatementsRegardingActyGrp/PhoneNum09256831211
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0KILE MORGAN JR JUDY L MORGAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0366730
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NO RELATIONSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Pleasanton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094588
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0366730
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt071789
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt071789
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0513205
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0432889
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0393630
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0222113
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0170101
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0170101
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02064169
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0502332
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0513205
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0432889
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0393630
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0222113
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0574121
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0502332
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02234270
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01731938
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt025246
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OTHER ASSETS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01408
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01408
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LICENSES & FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PROGRAM SERVICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3GENERAL AND ADMINISTRATIVE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OTHER SCHOLARSHIP EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5PROFESSIONAL FEES/AUDIT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11885
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt22412
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt310000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt44949
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07081
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17081
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21624
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32412
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt410000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt54949
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0159224
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1143475
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MARK TO MARKET ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1AUDIT ADJUSTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0AUDIT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt07500
TaxesSchedule/TaxesDetail/Amt05802
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05802
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Linda Morasch
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09256831211
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Morgan Family Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0MORG
ReturnHeader/Filer/EIN0912081052
ReturnHeader/Filer/InCareOfNm0% LINDA MORASCH
ReturnHeader/Filer/PhoneNum09256831211
ReturnHeader/Filer/USAddress/AddressLine1Txt05020 Franklin Drive Ste 200
ReturnHeader/Filer/USAddress/CityNm0Pleasanton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094588
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KRUTILLA & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 N WIGET LN STE 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALNUT CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094598
ReturnHeader/PreparerPersonGrp/PhoneNum09259415440
ReturnHeader/ReturnTs02025-11-13T12:13:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.