Richard P & Claire W Morse Foundation

Private foundation · Grantmaker Brookline, MA EIN: 04-6142794

Richard P & Claire W Morse Foundation is a private foundation, based in Brookline, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.4M in total assets. In 2024, it awarded 1 grant totaling $372K. Net investment income was $1.6M.

Key facts about Richard P & Claire W Morse Foundation

In short: Richard P & Claire W Morse Foundation gave $372K across 1 grant in 2024 (avg $372K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.

EIN
04-6142794
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$371,640
Grants made (2024)
1
Average grant
$371,640
Median grant
$371,640
Total assets
$9,413,705
Primary geography
Massachusetts (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated October 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$9.4M

+14.9% YoY

Annual Giving

$372K

-1.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$372K

-1.0% YoY

Under IRS private-foundation payout rules, Richard P & Claire W Morse Foundation reported a distributable amount of $664K for 2024 — the minimum it must pay out in qualifying distributions.

How Richard P & Claire W Morse Foundation gives

  • Giving fell 46% from 2021 to 2024. Method
  • In 2024 it paid out 57% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of the 2024 grant dollars on its one itemized grant.

Cities

BostonBrooklineArlingtonCambridgeChestnut HillManchesterVineyard HavenWalthamWellesley

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K1 grant2020 1 grant2021 16 grants2022 1 grant2023 1 grant2024

From 2020 to 2024, annual grant giving ranged from $354K (2020) to $685K (2021). In 2024 it made 1 grant totaling $372K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2024

See List Attached: $372KSee List Attached$372K

The largest 2024 recipient was See List Attached ($372K).

Grant Size Distribution

20 grants across all recorded years

13<$50K$50–100K3$100–250K3$250–500K1$500K–1M$1–5M$5M+

The most common grant size was under $50K: 13 grants of 20 (65%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
See List Attached Brookline, MAGeneral Purpose$371,640

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M$2M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$9,413,705$8,196,275$8,150,462
Revenue$1,647,628$504,339$694,832
Expenses$430,198$457,285$504,900
Qualifying Distributions$376,765$380,120$453,883
Net Investment Income$1,571,797$431,442$663,781
Distributable Amount$664,284$600,747$604,779

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Richard P & Claire W Morse Foundation's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Claire W. Morse

    Trustee

    On filings since 2020

    5 hrs/week

    No compensation reported

  • Richard P. Morse

    Trustee

    On filings since 2020

    5 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Richard P & Claire W Morse Foundation

How much does Richard P & Claire W Morse Foundation give each year?

Richard P & Claire W Morse Foundation gave $372K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $376K across 1 grant.

How large is Richard P & Claire W Morse Foundation?

Richard P & Claire W Morse Foundation reported $9.4M in total assets on its 2024 IRS Form 990-PF. It paid out $377K in qualifying distributions that year, against a required minimum of $664K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Richard P & Claire W Morse Foundation operate?

Richard P & Claire W Morse Foundation has awarded grants in Massachusetts, Virginia, Vermont.

What is Richard P & Claire W Morse Foundation's EIN?

Richard P & Claire W Morse Foundation's EIN (Employer Identification Number) is 04-6142794. IRS Form 990 filing data is available on this page for 2020–2024.

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

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