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.

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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

Among its reported 2024 grants, the largest 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
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
PRESIDENT AND FELLOWS OF HARVARD COLLEGE CAMBRIDGE, MAGENERAL SUPPORT$10,000
SALVATION ARMY ORLANDO, FLORLANDO SUPPORT$2,500
SECOND HARVEST FOOD BANK ORLANDO, FLGENERAL SUPPORT$2,500
SHELBURNE MUSEUM INC SHELBURNE, VTGENERAL SUPPORT$5,000

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

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 April 2026. Sourced from IRS Form 990-PF filings.

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