Robert Haywood Morrison Fdn

CHARLOTTE, NC EIN: 01-0561393

The Robert Haywood Morrison Foundation is a private independent foundation based in Charlotte, North Carolina. Established in 2001, the foundation operates as a non-operating private foundation focused on philanthropic grantmaking.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$16.3M

-6.2% YoY

Annual Giving

$2.2M

+252.4% YoY

Grant Count

12

-36.8% YoY

Avg Grant Size

$182K

+458.0% YoY

Under IRS private-foundation payout rules, Robert Haywood Morrison Fdn reported a distributable amount of $915K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation provides grants primarily to support:

  • Higher education
  • Arts and culture
  • Natural environment

Grantmaking

Grant Range

$1,000

Average Grant

$33,000

How to Apply

** The foundation typically selects grantees rather than accepting unsolicited proposals. It makes contributions only to preselected charitable organizations.

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in North Carolina and Virginia.

Grant Distribution by State

4states

Cities

CharlotteDavidsonDurhamMatthewsNorth AdamsRock HillSalemStaunton

Financial History

Multi-year comparison from IRS filings

  • Total Assets: $16.3 million
  • Annual Income: $3.5 million
  • IRS Ruling Year: 2002
  • EIN: 01-0561393
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$690K$1M$2M$3M20202021202220232024
Metric202420232022
Total Assets$16,255,373$17,338,870$17,976,596
Revenue$1,249,595$412,976$476,092
Expenses$2,507,961$980,437$1,172,492
Qualifying Distributions$2,315,784$785,202$971,628
Net Investment Income$1,057,311$233,741$275,228
Distributable Amount$915,256$894,738$922,601

Giving Over Time

Total grant dollars and number of grants per year

$0$545K$1M$2M$2M20 grants202022 grants202122 grants202219 grants202312 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

NATURE CONSERVANCY$1.6MQUEENS UNIVERSITY OF CHA…$250KMARY BALDWIN COLLEGE$200KCHARLOTTE SYMPHONY ORCHE…$100KNATURE CONSERVANCY$40KCULTURE AND HERITAGE MUS…$10KROANOKE COLLEGE$5KQUEENS UNIVERSITY OF CHA…$2KWDAV - DAVIDSON - EXEMPT…$1KCHARLOTTE YOUTH BALET$1K

Grant Size Distribution

95 grants across all recorded years

74<$50K3$50–100K15$100–250K2$250–500K$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Nature Conservancy ($1,570,000), Queens University of Charlotte ($250,000), Mary Baldwin College ($200,000).

RecipientPurposeAmount
CHARLOTTE SYMPHONY ORCHESTRA CHARLOTTE, NCGENERAL USE.$100,000
CHARLOTTE YOUTH BALET CHARLOTTE, NCGENERAL USE.$1,000
CULTURE AND HERITAGE MUSEUM ROCK HILL, SCGENERAL PUBLIC$10,000
MARY BALDWIN COLLEGE STAUNTON, VAGENERAL USE$200,000
NATURE CONSERVANCY DURHAM, NCGENERAL USE$40,000
NATURE CONSERVANCY - EXEMPT PUBLIC DURHAM, NCGENERAL USE.$1,000
QUEENS UNIVERSITY OF CHARLOTTE CHARLOTTE, NCGENERAL USE.$1,500
QUEENS UNIVERSITY OF CHARLOTTE CHARLOTTE, NCGENERAL USE.$250,000
ROANOKE COLLEGE SALEM, VAGENERAL USE.$5,000
ROANOKE COLLEGE - SCHOOL SALEM, VAGENERAL USE.$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

DR ALEXANDRA E BUTLERPRESIDENT & DIRECTOR$125K

From 2024 filing

NameTitleHoursCompensation
DOUGLAS E CLARKSECRETARY & DIRECTOR
DR ALEXANDRA E BUTLERPRESIDENT & DIRECTOR20$124,758
FREDERICK FAIRCLOTH VITREASURER & DIRECTOR
HARRY GOFFSENIOR FINANCIAL ADVISOR
ROBERT FOXRELATIONSHIP MANAGER
CHERYL HANSONRECORDER
RUSSELL REEDLEGAL COUNSEL
IAN MACLEODDIRECTOR
CHRISTOPHER BUTLERDIRECTOR
MARK ATCHISON IIIDIRECTOR

Recent News & Activity

Recent developments and announcements

2014

In May 2014, the Robert Haywood Morrison Foundation made a $250,000 gift to support the Robert Haywood Morrison Gardens on Little Sugar Creek Greenway in Charlotte. The gardens were dedicated to honor Robert Morrison, described as a distinguished Charlotte businessman, environmentalist, and philanthropist.

Robert S. Morrison Foundation awards $1 million grant to ARMC

The foundation also made a $5 million grant to the Mint Museum.

Robert S. Morrison Foundation awards $1 million grant to ARMC

Contact Information

Address: PO Box 11533, Charlotte, NC 28220-1533

Telephone: 704-806-5071

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does Robert Haywood Morrison Fdn fund?

The foundation provides grants primarily to support: • Higher education • Arts and culture • Natural environment

How do I apply for a grant from Robert Haywood Morrison Fdn?

**Application Process:** The foundation typically selects grantees rather than accepting unsolicited proposals. It makes contributions only to preselected charitable organizations. **Grant Activity:** • Total grants made: 66 grants totaling $2.2 million (based on available records from 2020-2023) • Median grant size: $1,000 • Average grant size: $33,000 • Grant range: Up to $200,000 • Number of unique organizations supported: 19 **Recent Giving Trends:** • 2021: $606,000 in annual giving • 2022…

Where does Robert Haywood Morrison Fdn make grants?

The foundation primarily funds organizations in North Carolina and Virginia.

What size grants does Robert Haywood Morrison Fdn award?

In 2024, Robert Haywood Morrison Fdn awarded 12 grants totaling $2.2M — an average of about $182K per grant, based on its IRS Form 990 filings.

How much is Robert Haywood Morrison Fdn required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert Haywood Morrison Fdn reported a distributable amount of $915K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Robert Haywood Morrison Fdn's EIN?

Robert Haywood Morrison Fdn's EIN (Employer Identification Number) is 01-0561393. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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