2024-09-02T17:26:57-05:00 2023-12-31 943145806 REALIZE CPA LLP 220 JACKSON STREET FLOOR 2 SAN FRANCISCO CA 94111 990PF 2023-01-01 911813416 THE MORTON FOUNDATION MORT 9252879201 3620 HAPPY VALLEY ROAD SUITE 202 LAFAYETTE CA 94549 PAUL F MORTON PRESIDENT/TREASURER 9252879201 2024-08-14 1 0 ERIC JACKSON P01084850 4153625990 2023 2024-08-08 14:25:15Z X 16632082 X 162418 122 396627 390104 151708 1691200 151708 104513 104513 815388 646325 0 0 0 37039 22399 14640 5667 5667 0 186315 153333 32982 229021 181399 47622 825000 825000 1054021 181399 872622 -238633 464926 280872 133091 133091 9736583 8923211 12177897 3480942 4246551 4321094 45023 45023 13498397 13302853 16632082 0 15000 0 15000 X 3800000 3800000 0 0 9698397 9487853 13498397 13287853 13498397 13302853 13498397 -238633 28089 13287853 0 13287853 CHARLES SCHWAB (ENSEMBLE) #4076 P 2023-01-01 2023-12-31 122505 199238 -76733 -76733 CHARLES SCHWAB (ENSEMBLE) #4076 P 2022-01-01 2023-12-31 933695 788948 144747 144747 VANGUARD VALUE INDEX FUND ADM P 2022-01-01 2023-12-31 100000 82123 17877 17877 VANGUARD GROWTH INDEX FUND ADM P 2022-01-01 2023-12-31 190000 118078 71922 71922 VANGUARD INTL STOCK IX ADMIRAL P 2022-01-01 2023-12-31 145000 111692 33308 33308 VANGUARD INTER-TERM INVEST-GR ADM P 2022-01-01 2023-12-31 200000 239413 -39413 -39413 151708 6462 0 6462 0 6462 29614 0 0 0 29614 0 23152 23152 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 1 0 0 1 N/A PAUL F MORTON CO MORTON MGMT CO 9252879201 3620 HAPPY VALLEY ROAD SUITE 202 LAFAYETTE CA 94549 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRIAN T MORTON 3620 HAPPY VALLEY ROAD SUITE 202 LAFAYETTE CA 94549 VICE PRESIDENT/DIRECTOR 1.00 0 0 0 PAUL F MORTON 3620 HAPPY VALLEY ROAD SUITE 202 LAFAYETTE CA 94549 PRESIDENT/TREASURER 1.00 0 0 0 MARY ANN WOLKOMIR 401 WOODWARD DRIVE MADISON WI 53704 OFFICER 1.00 0 0 0 AMBER YOUNG 3620 HAPPY VALLEY ROAD SUITE 202 LAFAYETTE CA 94549 OFFICER 1.00 0 0 0 SALLY MORTON 3620 HAPPY VALLEY ROAD SUITE 202 LAFAYETTE CA 94549 OFFICER 1.00 0 0 0 NONE 0 NONE 0 0 15793645 236727 0 16030372 0 0 16030372 240456 15789916 789496 789496 6462 6462 783034 0 783034 0 783034 872622 0 872622 783034 578482 0 0 872622 578482 0 0 294140 0 0 0 0 0 0 0 0 488894 0 0 0 PAUL F MORTON 3620 HAPPY VALLEY ROAD SUITE 202 LAFAYETTE CA 94549 9252879201 ONLY WRITTEN APPLICATIONS WILL BE CONSIDERED. EACH APPLICANT MUST DOCUMENT ITS ANNUAL OPERATING BUDGET, MUST DISCLOSE THE PERCENTAGE OF DONATIONS USED FOR OVERHEAD, AND THE PROPOSED USE OF FUNDS REQUESTED. NONE NONE ABILITY NOW BAY AREA 4500 LINCOLN AVENUE OAKLAND CA 94602 N/A OTHER PUBLIC CHARITY SUPPORT PROGRAMS FOR ADULTS WITH DEVELOPMENTAL AND PHYSICAL DISABILITIES 7500 ALIVE & FREE 1060 TENNESSEE STREET SAN FRANCISCO CA 94107 N/A OTHER PUBLIC CHARITY SUPPORT ACTIVITIES FOR CHILDREN 7000 BULL SESSION 14695 SW MILLIKAN WAY BEAVERTON OR 97006 N/A OTHER PUBLIC CHARITY SUPPORT CHARITIES' FUNDING OF CHILDREN PROGRAMS 2500 BAYCAT 2415 THIRD STREET SUITE 230 SAN FRANCISCO CA 94107 N/A OTHER PUBLIC CHARITY SUPPORT ACTIVITIES FOR CHILDREN 15000 BICHON FURKIDS RESCUE 6965 EL CAMINO REAL 105-425 LA COSTA CA 92009 N/A OTHER PUBLIC CHARITY SUPPORT ANIMAL RESCUE 5000 BISHOP O'DOWD HIGH SCHOOL THE GARY AND DEBBIE MASON ANGEL FUND 9500 STEARNS AVENUE OAKLAND CA 94605 N/A OTHER PUBLIC CHARITY THIS ENDOWMENT FUND ASSISTS STUDENTS WHO NEED FINANCIAL ASSISTANCE TO PURCHASE TEXTBOOKS, O'DOWD POLOS, LUNCH, ATHLETIC EQUIPMENT, OR TO ATTEND RETREATS, PROM OR OTHER SCHOOL-BASED ACTIVITIES. 5000 BOYS & GIRLS CLUB OF CHICAGO 2950 WEST WASHINGTON BLVD CHICAGO IL 60612 N/A OTHER PUBLIC CHARITY SUPPORT ACTIVITIES FOR CHILDREN 10000 BOYS & GIRLS CLUB OF THE PENINSULA 401 PIERCE ROAD MENLO PARK CA 94025 N/A OTHER PUBLIC CHARITY SUPPORT ACTIVITIES FOR CHILDREN 15000 CALIFORNIA AUTOHARP GATHERING FOUNDATION 1099 E CHAMPLAIN DR FRESNO CA 93720 N/A OTHER PUBLIC CHARITY TO SUPPORT MUSIC, DANCE, AND ARTS TO ALL PARTICIPANTS 5000 CANINE COMPANIONS FOR INDEPENDENCE 2965 DUTTON AVE SANTA ROSA CA 954020446 N/A OTHER PUBLIC CHARITY SUPPORT CIVIC PROGRAMS AND MISCELLANEOUS CHARITIES 10000 CARPENTERS SCHOLARSHIP FOUNDATION 265 HEGENBERGER ROAD SUITE 220 OAKLAND CA 94621 N/A OTHER PUBLIC CHARITY SUPPORT EDUCATIONAL SCHOLARSHIP PROGRAMS 7500 CASA OF ORANGE COUNTY 1505 EAST 17TH STREET SUITE 214 SANTA ANA CA 92705 N/A OTHER PUBLIC CHARITY SUPPORTING THE WELFARE OF CHILDREN 10000 CATHOLIC CHARITIES 990 EDDY STREET SAN FRANCISCO CA 94109 N/A OTHER PUBLIC CHARITY SUPPORT YOUTH DEVELOPEMENT 10000 CHABOT SPACE & SCIENCE CENTER 1000 SKYLINE BLVD OAKLAND CA 94619 N/A OTHER PUBLIC CHARITY SUPPORT TEACHING AND LEARNING CENTERS FOCUSED ON ASTRONOMY AND SPACE 10000 CHARLES ARMSTRONG SCHOOL 1405 SOLANA DRIVE BELMONT CA 940023653 N/A OTHER PUBLIC CHARITY FUND EDUCATION PROGRAMS 12000 CHRONICLE SEASON OF SHARING FUND PO BOX 44740 SAN FRANCISCO CA 94144 N/A OTHER PUBLIC CHARITY SUPPORTS THOSE IN NEED 20000 CITY OF HOPE 1055 WILSHIRE BLVD LOS ANGELES CA 90017 N/A OTHER PUBLIC CHARITY TO SUPPORT ONGOING RESEARCH 10000 COMMUNITY CONNECTIONS FREE CLINIC INC 101 E FOUNTAIN ST DODGEVILLE WI 53533 N/A OTHER PUBLIC CHARITY TO SUPPORT HEALTHCARE FOR THOSE WHO CANNOT AFFORD IT 25000 COMMUNITY VISION CAPITAL & CONSULTING 870 MARKET ST SAN FRANCISCO CA 94102 N/A OTHER PUBLIC CHARITY SUPPORT THE COMMUNITY BY ENCOURAGING FINANCIAL SUPPORT 30000 CONNECTMED INTERNATIONAL 112 UTE LANE ESTES PARK CO 80517 N/A OTHER PUBLIC CHARITY SUPPORT SPECIALIZED MEDICAL OPERATIONS 5000 CURIODYSSEY 1651 COYOTE POINT DRIVE SAN MATEO CA 94401 N/A OTHER PUBLIC CHARITY SUPPORT ACTIVITIES FOR CHILDREN 10000 DEC MY ROOM 720 NORTH POST OAK RD SUITE 275 HOUSTON TX 77024 N/A OTHER PUBLIC CHARITY SUPPORTING SICK CHILDREN AND YOUNG ADULTS 5000 DOWN SYNDROM CONNECTION OF THE BAY AREA 101 TOWN AND COUNTRY DR DANVILLE CA 94526 N/A OTHER PUBLIC CHARITY TO EMPOWER, INSPIRE AND SUPPORT PEOPLE WITH DOWN SYNDROME, THEIR FAMILIES AND THE COMMUNITY THAT SERVES THEM, WHILE FOSTERING AWARENESS AND ACCEPTANCE IN ALL AREAS OF LIFE. 5000 EAST PALO ALTO TENNIS & TUTORING PO BOX 60597 PALO ALTO CA 94306 N/A OTHER PUBLIC CHARITY SUPPORT ACTIVITIES FOR CHILDREN 10000 EMPOWER ME ACADEMY 3601 LYON ST SAN FRANCISCO CA 94123 N/A OTHER PUBLIC CHARITY TO SUPPORT PHYSICAL FITNESS FOR YOUTH 10000 ENVIRONMENTAL VOLUNTEERS 2560 EMBARCADERO ROAD PALO ALTO CA 94303 N/A OTHER PUBLIC CHARITY TO PROMOTE UNDERSTANDING OF RESPONSIBILITY FOR THE ENVIRONMENT 5000 FAMILY SUPPORT SERVICES 401 GRAND AVENUE SUITES 200 500 OAKLAND CA 94610 N/A OTHER PUBLIC CHARITY TO KEEP FAMILIES HEALTHY AND INTACT 5000 FOLKLORE VILLAGE FARM INC 3210 COUNTY ROAD BB DODGEVILLE WI 53533 N/A OTHER PUBLIC CHARITY TO SUPPORT EDUCATIONAL OPPORTUNITIES 5000 GEORGE MARK CHILDREN'S HOUSE 2121 GEORGE MARK LANE SAN LEANDRO CA 945781017 N/A OTHER PUBLIC CHARITY CARE FOR CHILDREN WITH TERMINAL ILLNESSES 40000 GOOD TIDINGS FOUNDATION 1469 ROLLINS ROAD BURLINGAME CA 94010 N/A OTHER PUBLIC CHARITY TO SUPPORT SCHOLARSHIPS FOR HIGHER EDUCATION 7500 GROCERIES FOR SENIORS 660 CALIFORNIA STREET SAN FRANCISCO CA 94108 N/A OTHER PUBLIC CHARITY SUPPORT CIVIC PROGRAMS AND MISCELLANEOUS CHARITIES 20000 GUIDE DOGS OF AMERICA 13445 GLENOAKS BLVD SYLMAR CA 91342 N/A OTHER PUBLIC CHARITY TO SUPPORT ASSISTANCE TO THE BLIND 30000 HAPPY TRAILS RIDING ACADEMY PO BOX 572 VISALIA CA 93279 N/A OTHER PUBLIC CHARITY SUPPORT OF GENERAL EDUCATION PROGRAMS 15000 HOMEWORK CENTRAL PO BOX 6687 SAN MATEO CA 94403 N/A OTHER PUBLIC CHARITY TO SUPPORT CHILDHOOD EDUCATION THROUGH TUTORING AND FAMILY SUPPORT 10000 JUST HOOP INC 1250 A FAIRMONT DR 521 SAN LEANDRO CA 94578 N/A OTHER PUBLIC CHARITY TO SUPPORT PHYSICAL FITNESS FOR YOUTH 5000 KAINOS HOME AND TRAINING CENTER 3631 JEFFERSON AVE REDWOOD CITY CA 94062 N/A OTHER PUBLIC CHARITY TO ENABLE ADULTS WITH DEVELOPMENTAL AND INTELLECTUAL DISABILITIES TO MAXIMIZE HIS/HER POTENTIAL 6000 LIFEMOVES 50 HILLCREST DR 8 DALY CITY CA 94014 N/A OTHER PUBLIC CHARITY TO PROVIDE INTERIM HOUSING AND SUPPORTIVE SERIVES FOR HOMELESS 5000 LITTLE SISTERS OF THE POOR 300 LAKE STREET SAN FRANCISCO CA 941181397 N/A OTHER PUBLIC CHARITY ASSISTANCE TO THE NEEDY ELDERLY 20000 MD ANDERSON CANCER CENTER PO BOX 301439 HOUSTON TX 772301439 N/A OTHER PUBLIC CHARITY SUPPORT ONGOING RESEARCH 10000 MILLS-PENINSULA HOSPITAL FOUNDATION 1501 TROUSDALE DR BURLINGAME CA 94010 N/A OTHER PUBLIC CHARITY SUPPORT THE COMMUNITY BY ENCOURAGING FINANCIAL SUPPORT 5000 MY NEW RED SHOES 330 TWIN DOLPHIN DR 135 REDWOOD CITY CA 94065 N/A OTHER PUBLIC CHARITY TO PROVIDE SUPPORT FOR HOMELESS CHILDREN 10000 NATIONAL CENTER FOR EQUINE FACILITATED THERAPY 880 RUNNYMEDE ROAD WOODSIDE CA 94062 N/A OTHER PUBLIC CHARITY SUPPORT CHILDREN, ADULTS, MILITARY VETERANS, AND FIRST RESPONDERS 5000 NATUREBRIDGE 28 GEARY STREET SUITE 650 SAN FRANCISCO CA 94108 N/A OTHER PUBLIC CHARITY SUPPORT ENVIRONMENTAL EDUCATION PROGRAMS 5000 OHLHOFF RECOVERY PROGRAMS 601 STEINER STREET SAN FRANCISCO CA 94117 N/A OTHER PUBLIC CHARITY SUPPORT MEN AND WOMEN RECOVERING FROM ADDICTION 7000 OPERATING ENGINEERS LOCAL 3 SCHOLARSHIP FOUNDATION 1620 S LOOP ROAD ALAMEDA CA 94502 N/A OTHER PUBLIC CHARITY SUPPORT CIVIC PROGRAMS THROUGH EDUCATION 5000 PALCARE 945 CALIFORNIA DRIVE BURLINGAME CA 94010 N/A OTHER PUBLIC CHARITY TO SUPPORT THE INDIGENT 10000 PLANTING JUSTICE 319 105TH AVE OAKLAND CA 94603 N/A OTHER PUBLIC CHARITY TO EMPOWER PEOPLE IMPACTED BY MASS INCARCERATION AND OTHER SOCIAL INEQUALITIES 10000 REBEL GOLF FOUNDATION 4505 MARYLAND PARKWAY LAS VEGAS NY 891540008 N/A OTHER PUBLIC CHARITY UNIVERSITY OF LAS VEGAS ATHLETIC PROGRAM 1000 RONALD MCDONALD HOUSE 520 SAND HILL ROAD PALO ALTO CA 943042001 N/A OTHER PUBLIC CHARITY TO CARE FOR CHILDREN WITH CANCER 15000 ROOT DIVISION 1131 MISSION STREET SAN FRANCISCO CA 94103 N/A OTHER PUBLIC CHARITY TO INSPIRE YOUTH IN THE BAY AREA USING VISUAL ARTS 15000 RUBICON PROGRAMS INCORPORATED 2500 BISSELL AVE RICHMOND CA 948041815 N/A OTHER PUBLIC CHARITY TO SUPPORT ONGOING RESEARCH 20000 SECOND HARVEST FOOD BANK OF SANTA CLARA AND SAN MATEO COUNTIES 750 CUTTER AVE SAN JOSE CA 95125 N/A OTHER PUBLIC CHARITY TO PROVIDE FOOD FOR THE DESTITUTE 30000 SPARK PROGRAM INC 251 RHODE ISLAND STREET SUITE 205 SAN FRANCISCO CA 94103 N/A OTHER PUBLIC CHARITY SUPPORT EDUCATIONAL PROGRAMS FOR UNDERSERVED YOUTH 15000 STANFORD HOSPITALS AND CLINICS 300 PASTEUR DRIVE STANFORD CA 94305 N/A OTHER PUBLIC CHARITY SUPPORT OF MEDICAL EDUCATION PROGRAMS 25000 STANFORD UNIVERSITY 326 GALVEZ STREET STANFORD CA 94305 N/A OTHER PUBLIC CHARITY SUPPORT OF GENERAL EDUCATION PROGRAMS 5000 STANFORD UNIVERSITY DEPARTMENT OF ATHLETICS ARRILLAGA FAMILY SPORTS CENTERS STANFORD CA 94305 N/A OTHER PUBLIC CHARITY STANFORD UNIVERSITY ATHLETIC PROGRAM 5000 THE BASIC FUND 268 BUSH STREET NO 2717 SAN FRANCISCO CA 94104 N/A OTHER PUBLIC CHARITY SUPPORT EDUCATION OF NEEDY CHILDREN W/ SCHOLARSHIPS 12000 THE BRIDGE SCHOOL 545 EUCALYPTUS AVE HILLSBOROUGH CA 940106404 N/A OTHER PUBLIC CHARITY EDUCATE PHYSICALLY DISABLED CHILDREN 65000 TRIPS FOR KIDS 138 SUNNYSIDE MILL VALLEY CA 94941 N/A OTHER PUBLIC CHARITY SUPPORT ACTIVITIES FOR CHILDREN 15000 UCSF BENIOFF CHILDREN'S HOSPITAL 400 PARNASSUS AVE 1ST SAN FRANCISCO CA 94143 N/A OTHER PUBLIC CHARITY SUPPORTS UCSF BENIOFF CHILDREN'S HOSPITAL 10000 WINTER NIGHTS FAMILY SHELTER 1543 SUNNYVALE AVE WALNUT CREEK CA 94597 N/A OTHER PUBLIC CHARITY SUPPORT HOMELESS WITH HOUSING 10000 WRITERCOACH CONNECTIONS 2320 CHANNING WAY BERKELEY CA 94704 N/A OTHER PUBLIC CHARITY TO SUPPORT EDUCATION 5000 YOUTH ON COURSE 30 RAGSDALE DRIVE SUITE 201 MONTEREY CA 93940 N/A OTHER PUBLIC CHARITY SUPPORTS YOUTH GAIN ACCESS TO LIFE CHANGING OPPORTUNITIES THROUGH GOLF IN ALL 50 US STATES. 75000 825000 0 14 122 14 396627 14 104513 18 151708 0 652970 0 652970 0 0 0 0 0 0 0 0 0 0 X X 1 BRIAN T MORTON 3620 HAPPY VALLEY ROAD SUITE 202 LAFAYETTE CA 94549 40806 X 2 PAUL F MORTON 3620 HAPPY VALLEY ROAD SUITE 202 LAFAYETTE CA 94549 40806 X 3 MARY ANN WOLKOMIR 401 WOODWARD DRIVE MADISON WI 53704 40806 X 4 SALLY MORTON 3620 HAPPY VALLEY ROAD SUITE 202 LAFAYETTE CA 94549 40000 X ACCOUNTING FEES 28906 14453 14453 FRANK RIMMERMAN 7759 7759 0 LEGAL FEES 374 187 187 VANGUARD/GROWTH INDEX FUND 812674 1527458 VANGUARD/INTERMEDIATE-TERM INV 3007621 2660307 VANGUARD/MID-CAP INDEX 425052 1224264 VANGUARD/SMALL CAP 479743 1285710 VANGUARD/INTL STOCK INDEX 1894265 2379985 VANGUARD/VALUE INDEX FUND 1079066 1423596 CURTIS BROWN (ENSEMBLE/SCHWAB) 1224790 1676577 VANGUARD/HIGH-YIELD CORP AT COST 751428 694429 VANGUARD/REIT INDEX AT COST 483390 658617 VANGUARD/ST FED FD ADM AT COST 1200822 1122724 ATEL PRIVATE DEBT PARTNERS II, LLC AT COST 1810911 1845324 MANAGEMENT FEE 136760 136760 0 SCHWAB INVESTMENT FEES 16573 16573 0 OFFICE SUPPLIES/SUBSCRIPTIONS 32982 0 32982 OTHER INCOME 104513 104513 104513 BASE VALUE ADJUSTMENT 28089 UNCASHED CHECKS 0 15000 BRIAN T MORTON 3620 HAPPY VALLEY ROAD SUITE 202 LAFAYETTE CA 94549 PAUL F MORTON 3620 HAPPY VALLEY ROAD SUITE 202 LAFAYETTE CA 94549 MARY ANN WOLKOMIR 401 WOODWARD DRIVE MADISON WI 53704 SALLY MORTON 3620 HAPPY VALLEY ROAD SUITE 202 LAFAYETTE CA 94549 HELEN K MORTON 3620 HAPPY VALLEY ROAD SUITE 202 LAFAYETTE CA 94549 FOREIGN TAX 5667 5667 0