Charles Hosmer Morse Foundation Inc

Foundation · Grantmaker 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.

Key facts about Charles Hosmer Morse Foundation Inc

EIN
59-1659392
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$73,500
Grants made (2024)
12
Average grant
$6,125
Median grant
$5,000
New grantees (estimate)
42% first-time grantees (5 of 12, 2024)
Total assets
$58,534,286
Primary geography
California (41% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who Charles Hosmer Morse Foundation Inc funds

By grant dollars, the top recipient states for Charles Hosmer Morse Foundation Inc's 12 itemized 2024 grants were California (41%), Florida (32%) and Massachusetts (14%). The most frequent recipient cities were Orlando, FL (3 grants) and Winter Park, FL (3 grants). 67% of grants with a stated purpose were for general or operating support.

Is Charles Hosmer Morse Foundation Inc open to new grantees?

42%

first-time grantees, 2024

In 2024, 5 of 12 grantees (42%) were first-time recipients. First grants averaged $5K; repeat grants $7K. How we count

Medians: $5K first-time, $5K repeat.

  • 50% of 2024 grantees were also funded in 2023. Method
  • Giving held roughly steady from 2021 to 2024 (+0%). Method

Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states

Share of all 12 itemized 2024 grant dollars.

Cities

OrlandoWinter ParkNew YorkMenlo ParkSan FranciscoVashonDenverEnterpriseRedwood CityBainbridge IslandMaconSeattleShelburneAltamonte SpringsCambridgeSan RafaelWashington

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———

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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: $25KAmerican Bach Soloists$25KPresident and Fellows of Harvard College: $10KPresident and Fellows ofHarvard College$10KCoalition for the Homeless of Central Florida: $5KCoalition for the Homeless ofCentral Florida$5KEah Housing: $5KEah Housing$5KFirst United Methodist Church: $5KFirst United Methodist Church$5KLorida United Methodist Children's Home: $5KLorida United MethodistChildren's Home$5KNew York Society Library: $5KNew York Society Library$5KShelburne Museum Inc: $5KShelburne Museum Inc$5KSalvation Army: $3KSalvation Army$3KSecond Harvest Food Bank: $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

Among its reported 2024 grants, the largest recipients include American Bach Soloists ($25,000), President and Fellows of Harvard College ($10,000), Coalition for the Homeless of Central Florida ($5,000).

RecipientPurposeAmount
AMERICAN BACH SOLOISTS San Francisco, CAMEMORIAL GIFT/GENERAL SUPPORT$25,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE Cambridge, MAGENERAL SUPPORT$10,000
COALITION FOR THE HOMELESS OF CENTRAL FLORIDA Orlando, FLGENERAL SUPPORT$5,000
EAH HOUSING San Rafael, CAMEMORIAL GIFT$5,000
FIRST UNITED METHODIST CHURCH Winter Park, FLGENERAL SUPPORT$5,000
LORIDA UNITED METHODIST CHILDREN'S HOME Enterprise, FLGENERAL SUPPORT$5,000
NEW YORK SOCIETY LIBRARY New York, NYGENERAL SUPPORT$5,000
SHELBURNE MUSEUM INC Shelburne, VTGENERAL SUPPORT$5,000
SALVATION ARMY Orlando, FLORLANDO SUPPORT$2,500
SECOND HARVEST FOOD BANK Orlando, FLGENERAL SUPPORT$2,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Jennifer Thalheimer — Museum Director: $215KJennifer ThalheimerMuseum Director$215K

From 2024 IRS 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

Frequently Asked Questions

How large is Charles Hosmer Morse Foundation Inc?

As of 2024, Charles Hosmer Morse Foundation Inc holds $58.5M in total assets with $4.9M in annual revenue. It awarded 12 grants totaling $74K in 2024.

Where does Charles Hosmer Morse Foundation Inc operate?

Charles Hosmer Morse Foundation Inc has awarded grants in California, Colorado, District of Columbia, Florida, Georgia, Massachusetts, New York, Vermont, Washington.

What size grants does Charles Hosmer Morse Foundation Inc award?

In 2024, Charles Hosmer Morse Foundation Inc awarded 12 grants totaling $74K — an average of about $6K per grant, based on its IRS Form 990 filings.

What is Charles Hosmer Morse Foundation Inc's EIN?

Charles Hosmer Morse Foundation Inc's EIN (Employer Identification Number) is 59-1659392. IRS Form 990 filing data is available on this page for 2020–2024.

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

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