Charles Hosmer Morse Foundation Inc

WINTER PARK, FL EIN: 59-1659392

Charles Hosmer Morse Foundation Inc is a private foundation, based in WINTER PARK, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $58.5M in total assets. In 2024, it awarded 12 grants totaling $74K. Net investment income was $1.3M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$58.5M

+3.9% YoY

Annual Giving

$74K

-12.0% YoY

Grant Count

12

-25.0% YoY

Avg Grant Size

$6K

+17.4% YoY

About Charles Hosmer Morse Foundation Inc

Based on IRS filings

Charles Hosmer Morse Foundation Inc is a private foundation, based in WINTER PARK, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $58.5M in total assets. In 2024, it awarded 12 grants totaling $74K. Net investment income was $1.3M.

Ready to take the next step with Charles Hosmer Morse Foundation Inc?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states
+1 more states

Cities

Altamonte SpringsBainbridge IslandCambridgeDenverEnterpriseMaconMenlo ParkNew YorkOrlandoRedwood CitySan FranciscoSan RafaelSeattleShelburneVashonWashingtonWinter Park

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$5M$7M$9M20202021202220232024
Metric202420232022
Total Assets$58,534,286$56,312,329$54,804,863
Revenue$4,865,075$6,878,309$5,048,615
Expenses$5,884,245$5,950,565$5,922,774
Qualifying Distributions$4,937,438$4,672,971$4,218,311
Net Investment Income$1,339,628$759,255$513,945
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$21K$42K$63K$84K16 grants202015 grants202116 grants202216 grants202312 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

AMERICAN BACH SOLOISTS$25KPRESIDENT AND FELLOWS OF…$10KCOALITION FOR THE HOMELE…$5KEAH HOUSING$5KFIRST UNITED METHODIST C…$5KLORIDA UNITED METHODIST …$5KNEW YORK SOCIETY LIBRARY$5KSHELBURNE MUSEUM INC$5KSALVATION ARMY$3KSECOND HARVEST FOOD BANK$3K

Grant Size Distribution

75 grants across all recorded years

75<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

JENNIFER THALHEIMERMUSEUM DIRECTOR$215K

From 2024 filing

NameTitleHoursCompensation
HAROLD WARD IIICHAIRMAN2
RANDOLPH J RUSHPRESIDENT2
DOUGLAS A WOODMANEXEC VP/TREASURER5
CHARLES OGDENVICE PRESIDENT1
LEILA TRISMENSECRETARY1
SUSAN STAVROSASST. TREASURER (THRU 5/2024)5
NANCY STEPHENSASST. TREASURER (FROM 5/2024)20
BONNIE HUBBARDASST. SECRETARY1
ALICE C FRELINGHUYSENTRUSTEE1
SUSAN MCKEANTRUSTEE1
ANN SAURMANTRUSTEE1
THEODORE E STEBBINS JRTRUSTEE1
JENNIFER THALHEIMERMUSEUM DIRECTOR40$214,805

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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