Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE MORTON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3620 HAPPY VALLEY ROAD SUITE 202
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAFAYETTE, CA94549
A Employer identification number

91-1813416
B Telephone number (see instructions)

(925) 287-9201
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$17,334,440J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 147,831
2 Check bullet.............
3 Interest on savings and temporary cash investments 38    
4 Dividends and interest from securities... 365,667 343,087  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -207,205
b Gross sales price for all assets on line 6a 2,274,234
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 48,773 48,773  
12 Total. Add lines 1 through 11........ 355,104 391,860  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 13,058 6,529   6,529
b Accounting fees (attach schedule)....... Click to see attachment 18,666 13,302   5,364
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 30,293 5,293   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 160,113 146,148   13,966
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 222,130 171,272   25,859
25 Contributions, gifts, grants paid....... 784,500 784,500
26 Total expenses and disbursements. Add lines 24 and 25 1,006,630 171,272   810,359
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -651,526
b Net investment income (if negative, enter -0-) 220,588
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 217,729 106,924 106,924
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 11,853,113 Click to see attachment11,079,968 16,163,007
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 827,085 Click to see attachment1,064,509 1,064,509
14 Land, buildings, and equipment: basis bullet45,023
Less: accumulated depreciation (attach schedule) bullet45,023      
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,897,927 12,251,401 17,334,440
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................   5,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 5,000
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,800,000 3,800,000
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 9,097,927 8,446,401
29 Total net assets or fund balances (see instructions)..... 12,897,927 12,246,401
30 Total liabilities and net assets/fund balances (see instructions). 12,897,927 12,251,401
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
12,897,927
2
Enter amount from Part I, line 27a .....................
2
-651,526
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
12,246,401
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,246,401
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a VANGUARD INTL STOCK IX ADMIRAL P 2019-01-01 2020-06-30
b VANGUARD INTER-TERM INVEST-GR ADM P 2019-01-01 2020-06-30
c VANGUARD INTER-TERM INVEST-GR ADM - CG DISTR. P 2019-01-01 2020-06-30
d CHARES SCHWAB (ENSEMBLE) #4076 P 2020-01-01 2020-06-30
e CHARES SCHWAB (ENSEMBLE) #4076 P 2019-01-01 2020-06-30
GOLDMAN SACHS #0359 P 2020-01-01 2020-06-30
GOLDMAN SACHS #0359 P 2019-01-01 2020-06-30
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 297,500   223,248 74,252
b 322,500   300,430 22,070
c 40,364     40,364
d 356,170   363,721 -7,551
e 898,915   567,399 331,516
30,522   52,665 -22,143
328,263   973,976 -645,713
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       74,252
b       22,070
c       40,364
d       -7,551
e       331,516
      -22,143
      -645,713
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -207,205
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 3,066
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,066
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,066
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 20,174
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 20,174
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 17,108
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet17,108 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
     
    No
    Website addressbulletN/A
    14
    The books are in care ofbulletPAUL F MORTON CO MORTON MGMT CO Telephone no.bullet (925) 287-9201

    Located atbullet3620 HAPPY VALLEY ROAD SUITE 202LAFAYETTECA ZIP+4bullet94549
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    BRIAN T MORTON VICE PRESIDENT/DIRECTOR
    1.00     		0 0 0
    3620 HAPPY VALLEY ROAD SUITE 202
    LAFAYETTE,CA94549
    KEVIN O KLECKZA VICE PRESIDENT/DIRECTOR
    1.00     		0 0 0
    W272 N2684 LAKEVIEW BLVD
    PEWUKEE,WI53072
    PAUL F MORTON PRESIDENT/TREASURER
    1.00     		0 0 0
    3620 HAPPY VALLEY ROAD SUITE 202
    LAFAYETTE,CA94549
    MARY ANN WOLKOMIR OFFICER
    1.00     		0 0 0
    401 WOODWARD DRIVE
    MADISON,WI53704
    MARGARET MORTON YOUNG OFFICER
    1.00     		0 0 0
    3620 HAPPY VALLEY ROAD SUITE 202
    LAFAYETTE,CA94549
    SALLY MORTON OFFICER
    1.00     		0 0 0
    3620 HAPPY VALLEY ROAD SUITE 202
    LAFAYETTE,CA94549
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    15,343,984
    b
    Average of monthly cash balances.......................
    1b
    285,293
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    15,629,277
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    15,629,277
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    234,439
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    15,394,838
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    769,742
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    769,742
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,066
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,066
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    766,676
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    766,676
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    766,676
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    810,359
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    810,359
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    810,359
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 766,676
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 588,381
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 810,359
    a Applied to 2019, but not more than line 2a 588,381
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 221,978
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		544,698
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    PAUL F MORTON
    3620 HAPPY VALLEY ROAD SUITE 202
    LAFAYETTE,CA94549
    (925) 287-9201
    bThe form in which applications should be submitted and information and materials they should include:
    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.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ABILITY NOW BAY AREA
    4500 LINCOLN AVENUE
    OAKLAND,CA94602     		N/A OTHER PUBLIC CHARITY SUPPORT PROGRAMS FOR ADULTS WITH DEVELOPMENTAL AND PHYSICAL DISABILITIES 7,500
    ALIVE & FREE
    1060 TENNESSEE STREET
    SAN FRANCISCO,CA94107     		N/A OTHER PUBLIC CHARITY SUPPORT ACTIVITES FOR CHILDREN 5,000
    BASIC FUND
    268 BUSH STREET NO 2717
    SAN FRANCISCO,CA94104     		N/A OTHER PUBLIC CHARITY SUPPORT EDUCATION OF NEEDY CHILDREN W/ SCHOLARSHIPS 12,000
    BAYCAT
    2415 THIRD STREET SUITE 230
    SAN FRANCISCO,CA94107     		N/A OTHER PUBLIC CHARITY SUPPORT ACTIVITES FOR CHILDREN 15,000
    BICHON FURKIDS RESCUE
    6965 EL CAMINO REAL 105-425
    LA COSTA,CA92009     		N/A OTHER PUBLIC CHARITY SUPPORT ANIMAL RESCUE 5,000
    BOYS & GIRLS CLUB OF THE PENINSULA
    401 PIERCE ROAD
    MENLO PARK,CA94025     		N/A OTHER PUBLIC CHARITY SUPPORT ACTIVITIES FOR CHILDREN 10,000
    BRIDGE SCHOOL
    545 EUCALYPTUS AVE
    HILLSBOROUGH,CA940106404     		N/A OTHER PUBLIC CHARITY EDUCATE PHYSICALLY DISABLED CHILDREN 60,000
    BULL SESSION
    14695 SW MILLIKAN WAY
    BEAVERTON,OR97006     		N/A OTHER PUBLIC CHARITY SUPPORT CHARITIES' FUNDING OF CHILDREN PROGRAMS 5,000
    CALIFORNIA AUTOHARP GATHERING FOUNDATION
    1099 E CHAMPLAIN DR
    FRESNO,CA93720     		N/A OTHER PUBLIC CHARITY TO SUPPORT MUSIC, DANCE, AND ARTS TO ALL PARTICIPATS 5,000
    CANINE COMPANIONS FOR INDEPENDENCE
    2965 DUTTON AVE
    SANTA ROSA,CA954020446     		N/A OTHER PUBLIC CHARITY SUPPORT CIVIC PROGRAMS AND MISCELLANEOUS CHARITIES 7,000
    CASA OF ORANGE COUNTY
    1505 EAST 17TH STREET SUITE 214
    SANTA ANA,CA92705     		N/A OTHER PUBLIC CHARITY SUPPORTING THE WELFARE OF CHILDREN 10,000
    CATHOLIC CHARITIES
    990 EDDY STREET
    SAN FRANCISCO,CA94109     		N/A OTHER PUBLIC CHARITY SUPPORT YOUTH DEVELOPEMENT 7,500
    CHABOT SPACE & SCIENCE CENTER
    1000 SKYLINE BLVD
    OAKLAND,CA94619     		N/A OTHER PUBLIC CHARITY SUPPORT TEACHING AND LEARNING CENTERS FOCUSED ON ASTRONOMY AND SPACE 10,000
    CHARLES ARMSTRONG SCHOOL
    1405 SOLANA DRIVE
    BELMONT,CA940023653     		N/A OTHER PUBLIC CHARITY FUND EDUCATION PROGRAMS 7,500
    CHRONICLE SEASON OF SHARING FUND
    PO BOX 44740
    SAN FRANCISCO,CA94144     		N/A OTHER PUBLIC CHARITY SUPPORTS THOSE IN NEED 20,000
    CITY OF HOPE
    1055 WILSHIRE BLVD
    LOS ANGELES,CA90017     		N/A OTHER PUBLIC CHARITY TO SUPPORT ONGOING RESEARCH 10,000
    COMMUNITY ALLIANCE FOR LEANRING WRITING COACH
    1212 PRESERVATION PARK WAY SUITE
    100
    OAKLAND,CA94612     		N/A OTHER PUBLIC CHARITY SUPPORT STUDENTS IN WRITING 5,000
    COMMUNITY CONNECTIONS FREE CLINIC INC
    101 E FOUNTAIN ST
    DODGEVILLE,WI53533     		N/A OTHER PUBLIC CHARITY T0 SUPPORT HEALTHCARE FOR THOSE WHO CANNOT AFFORD IT 25,000
    COMMUNITY VISION CAPITAL & CONSULTING
    870 MARKET ST
    SAN FRANCISCO,CA94102     		N/A OTHER PUBLIC CHARITY SUPPORT THE COMMUNITY BY ENCOURAGING FINANCIAL SUPPORT 30,000
    CONNECTMED INTERNATIONAL
    112 UTE LANE
    ESTES PARK,CO80517     		N/A OTHER PUBLIC CHARITY SUPPORT SPECIALIZED MEDICAL OPERATIONS 10,000
    CURIODYSSEY
    1651 COYOTE POINT DRIVE
    SAN MATEO,CA94401     		N/A OTHER PUBLIC CHARITY SUPPORT ACTIVITIES FOR CHILDREN 10,000
    DEC MY ROOM
    720 NORTH POST OAK RD SUITE 275
    HOUSTON,TX77024     		N/A OTHER PUBLIC CHARITY SUPPORTING SICK CHILDREN AND YOUNG ADULTS 5,000
    EAST PALO ALTO TENNIS & TUTORING
    PO BOX 60597
    PALO ALTO,CA94306     		N/A OTHER PUBLIC CHARITY SUPPORT ACTIVITES FOR CHILDREN 15,000
    EMPOWER ME ACADEMY
    3601 LYON ST
    SAN FRANCISCO,CA94123     		N/A OTHER PUBLIC CHARITY TO SUPPORT PHYSICAL FITNESS FOR YOUTH 5,000
    ENVIRONMENTAL VOLUNTEERS
    2560 EMBARCADERO ROAD
    PALO ALTO,CA94303     		N/A OTHER PUBLIC CHARITY TO PROMOTE UNDERSTANDING OF RESPONSIBILITY FOR THE ENVIRONMENT 5,000
    FAMILY SUPPORT SERVIES
    401 GRAND AVENUE SUITES 200 500
    OAKLAND,CA94610     		N/A OTHER PUBLIC CHARITY TO KEEP FAMILIES HEALTHY AND INTACT 5,000
    FOLKLORE VILLAGE FARM INC
    3210 COUNTY ROAD BB
    DODGEVILLE,WI53533     		N/A OTHER PUBLIC CHARITY TO SUPPORT EDUCATIONAL OPPORTUNITIES 5,000
    FRIENDS OF KIDS
    1607 WOODSIDE ROAD
    REDWOOD CITY,CA94063     		N/A OTHER PUBLIC CHARITY SUPPORT ACTIVITIES FOR CHILDREN 5,000
    GEORGE MARK CHILDREN'S HOUSE
    2121 GEORGE MARK LANE
    SAN LEANDRO,CA945781017     		N/A OTHER PUBLIC CHARITY CARE FOR CHILDREN WITH TERMINAL ILLNESSES 40,000
    GOOD TIDINGS FOUNDATION
    1469 ROLLINS ROAD
    BURLINGAME,CA94010     		N/A OTHER PUBLIC CHARITY TO SUPPORT SCHOLARSHIPS FOR HIGHER EDUCATION 7,500
    GROCERIES FOR SENIORS
    660 CALIFORNIA STREET
    SAN FRANCISCO,CA94108     		N/A OTHER PUBLIC CHARITY SUPPORT CIVIC PROGRAMS AND MISCELLANEOUS CHARITIES 20,000
    GUIDE DOGS OF AMERICA
    13445 GLENOAKS BLVD
    SYLMAR,CA91342     		N/A OTHER PUBLIC CHARITY TO SUPPORT ASSISTANCE TO THE BLIND 30,000
    HAPPY TRAILS RIDING ACADEMY
    PO BOX 572
    VISALIA,CA93279     		N/A OTHER PUBLIC CHARITY SUPPORT OF GENERAL EDUCATION PROGRAMS 15,000
    HOMEWORK CENTRAL
    PO BOX 6687
    SAN MATEO,CA94403     		N/A OTHER PUBLIC CHARITY TO SUPPORT CHILDHOOD EDUCATION THROUGH TUTORING AND FAMILY SUPPORT 5,000
    JUST HOOP INC
    1250 A FAIRMONT DR 521
    SAN LEANDRO,CA94578     		NA OTHER PUBLIC CHARITY TO SUPPORT PHYSICAL FITNESS FOR YOUTH 3,000
    KAINOS HOME AND TRAINING CENTER
    3631 JEFFERSON AVE
    REDWOOD CITY,CA94062     		N/A OTHER PUBLIC CHARITY TO ENABLE ADULTS WITH DEVELOPMENTAL AND INTELLECTUAL DISABILITIES TO MAXIMIZE HIS/HER POTENTIAL 6,000
    LIFEMOVES
    50 HILLCREST DR 8
    DALY CITY,CA94014     		N/A OTHER PUBLIC CHARITY TO PROVIDE INTERIM HOUSING AND SUPPORTIVE SERIVES FOR HOMELESS 5,000
    LITTLE SISTERS OF THE POOR
    300 LAKE STREET
    SAN FRANCISCO,CA941181397     		N/A OTHER PUBLIC CHARITY ASSISTANCE TO THE NEEDY ELDERLY 20,000
    MD ANDERSON CANCER CENTER
    PO BOX 301439
    HOUSTON,TX772301439     		N/A OTHER PUBLIC CHARITY SUPPORT ONGOING RESEARCH 20,000
    MILLS-PENINSULA HOSPITAL FOUNDATION
    1501 TROUSDALE DR
    BURLINGAME,CA94010     		N/A OTHER PUBLIC CHARITY SUPPORT THE COMMUNITY BY ENCOURAGING FINANCIAL SUPPORT 5,000
    MY NEW RED SHOES
    330 TWIN DOLPHIN DR 135
    REDWOOD CITY,CA94065     		N/A OTHER PUBLIC CHARITY TO PROVIDE SUPPORT FOR HOMELESS CHILDREN 5,000
    NATIONAL CENTER FOR EQUINE FACILITATED THERAPY
    880 RUNNYMEDE ROAD
    WOODSIDE,CA94062     		NA OTHER PUBLIC CHARITY SUPPORT CHILDREN, ADULTS, MILITARY VETERANS, AND FIRST RESPONDERS 5,000
    NATUREBRIDGE
    28 GEARY STREET SUITE 650
    SAN FRANCISCO,CA94108     		N/A OTHER PUBLIC CHARITY SUPPORT ENVIRONMENTAL EDUCATION PROGRAMS 5,000
    NCGA FOUNDATION
    PO BOX 1157
    PEBBLE BEACH,CA93953     		N/A OTHER PUBLIC CHARITY SUPPORT COMMUNITY PROJECTS 75,000
    NORTHERN CALIFORNIA CARPERNTERS SCHOLARSHIP FOUNDATION
    265 HEGENBERGER ROAD SUITE 220
    OAKLAND,CA94621     		N/A OTHER PUBLIC CHARITY SUPPORT EDUCATIONAL SCHOLARSHIP PROGRAMS 7,500
    OHLHOFF RECOVERY PROGRAMS
    601 STEINER STREET
    SAN FRANCISCO,CA94117     		N/A OTHER PUBLIC CHARITY SUPPORT MEN AND WOMEN RECOVERING FROM ADDICTION 5,000
    OPERATING ENGINEERS LOCAL 3 SCHOLARSHIP FOUNDATION
    1620 S LOOP ROAD
    ALAMEDA,CA94502     		N/A OTHER PUBLIC CHARITY SUPPORT CIVIC PROGRAMS THROUGH EDUCATION 5,000
    PALCARE
    945 CALIFORNIA DRIVE
    BURLINGAME,CA94010     		N/A OTHER PUBLIC CHARITY TO SUPPORT THE INDIGENT 10,000
    PLANTING JUSTICE
    319 105TH AVE
    OAKLAND,CA94603     		N/A OTHER PUBLIC CHARITY TO EMPOWER PEOPLE IMPACTED BY MASS INCARCERATION AND OTHER SOCIAL INEQUALITIES 6,000
    REBEL GOLF FOUNDATION
    4505 MARYLAND PARKWAY
    LAS VEGAS,NY891540008     		N/A OTHER PUBLIC CHARITY UNIVERSITY OF LAS VEGAS ATHLETIC PROGRAM 3,000
    RONALD MCDONALD HOUSE
    520 SAND HILL ROAD
    PALO ALTO,CA943042001     		N/A OTHER PUBLIC CHARITY TO CARE FOR CHILDREN WITH CANCER 15,000
    ROOT DIVISION
    1131 MISSION STREET
    SAN FRANCISCO,CA94103     		N/A OTHER PUBLIC CHARITY TO INSPIRE YOUTH IN THE BAY AREA USING VISUAL ARTS 10,000
    RUBICON PROGRAMS INCORPORATED
    2500 BISSELL AVE
    RICHMOND,CA948041815     		N/A OTHER PUBLIC CHARITY TO SUPPORT ONGOING RESEARCH 20,000
    SECOND HARVEST FOOD BANK OF SANTA CLARA AND SAN MATEO COUNTIES
    750 CUTTER AVE
    SAN JOSE,CA95125     		N/A OTHER PUBLIC CHARITY TO PROVIDE FOOD FOR THE DESTITUTE 30,000
    SPARK PROGRAM INC
    251 RHODE ISLAND STREET SUITE 205
    SAN FRANCISCO,CA94103     		N/A OTHER PUBLIC CHARITY SUPPORT EDUCATIONAL PROGRAMS FOR UNDERSERVED YOUTH 10,000
    STANFORD HOSPITALS AND CLINICS
    300 PASTEUR DRIVE
    STANFORD,CA94305     		N/A OTHER PUBLIC CHARITY SUPPORT OF MEDICAL EDUCATION PROGRAMS 25,000
    STANFORD UNIVERSITY
    326 GALVEZ STREET
    STANFORD,CA94305     		N/A OTHER PUBLIC CHARITY SUPPORT OF GENERAL EDUCATION PROGRAMS 5,000
    STANFORD UNIVERSITY DEPARTMENT OF ATHLETICS
    ARRILLAGA FAMILY SPORTS CENTERS
    STANFORD,CA94305     		N/A OTHER PUBLIC CHARITY STANFORD UNIVERSITY ATHLETIC PROGRAM 5,000
    THE OAKES CHILDREN'S CENTER INC
    1550 TREAT AVE
    SAN FRANCISCO,CA94110     		N/A OTHER PUBLIC CHARITY SUPPORT ACTIVITIES FOR CHILDREN 10,000
    TRIPS FOR KIDS
    138 SUNNYSIDE
    MILL VALLEY,CA94941     		N/A OTHER PUBLIC CHARITY SUPPORT ACTIVITIES FOR CHILDREN 10,000
    UCSF BENIOFF CHILDREN'S HOSPITAL
    400 PARNASSUS AVE 1ST
    SAN FRANCISCO,CA94143     		N/A OTHER PUBLIC CHARITY SUPPORTS UCSF BENIOFF CHILDREN'S HOSPITAL 10,000
    WINTER NIGHTS FAMILY SHELTER
    1543 SUNNYVALE AVE
    WALNUT CREEK,CA94597     		N/A OTHER PUBLIC CHARITY SUPPORT HOMELESS WITH HOUSING 10,000
    Total .................................bullet 3a 784,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 38  
    4 Dividends and interest from securities....     14 365,667  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 48,773  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -207,205  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 207,273 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    207,273
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    THE MORTON FOUNDATION
     
    Employer identification number

    91-1813416
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE MORTON FOUNDATION
          		Employer identification number
    91-1813416
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    HELEN K MORTON 2013 CLAT
     
    3620 HAPPY VALLEY ROAD SUITE 202
     
    LAFAYETTE, CA94549

    		$ 147,831


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE MORTON FOUNDATION
          		Employer identification number

    91-1813416
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE MORTON FOUNDATION
          		Employer identification number

    91-1813416
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    THE MORTON FOUNDATION
    EIN:
    91-1813416
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 10,728 5,364   5,364
    FRANK RIMMERMAN 7,938 7,938   0

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE MORTON FOUNDATION
    EIN:
    91-1813416
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VANGUARD/GROWTH INDEX FUND 932,621 1,631,555
    VANGUARD/INTERMEDIATE-TERM INV 2,519,983 2,671,840
    VANGUARD/MID-CAP INDEX 486,539 1,467,963
    VANGUARD/SMALL CAP 558,425 1,577,538
    VANGUARD/INTL STOCK INDEX 1,898,226 2,564,942
    VANGUARD/VALUE INDEX FUND 860,039 1,151,505
    VANGUARD/HIGH-YIELD CORP 652,794 657,864
    VANGUARD/REIT INDEX 438,817 568,539
    CURTIS BROWN (ENSEMBLE/SCHWAB) 1,804,033 2,926,553
    VANGUARD/ST FED FD ADM 928,491 944,708

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE MORTON FOUNDATION
    EIN:
    91-1813416
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ATEL PRIVATE DEBT PARTNERS II, LLC AT COST 1,064,509 1,064,509

    TY 2020 LegalFeesSchedule
    Name:
    THE MORTON FOUNDATION
    EIN:
    91-1813416
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MWE 13,058 6,529   6,529


    TY 2020 OtherExpensesSchedule
    Name:
    THE MORTON FOUNDATION
    EIN:
    91-1813416
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEE 130,400 130,400   0
    SCHWAB INVESTMENT FEES 15,583 15,583   0
    OFFICE SUPPLIES 13,801 0   13,801
    LEGAL FEES 329 165   165


    TY 2020 OtherIncomeSchedule2
    Name:
    THE MORTON FOUNDATION
    EIN:
    91-1813416
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 48,773 48,773 48,773


    TY 2020 TaxesSchedule
    Name:
    THE MORTON FOUNDATION
    EIN:
    91-1813416
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER TAXES 25,000 0   0
    FOREIGN TAX 5,293 5,293   0