The Joella and Stewart Morris Foundation

Public charity · Grantmaker Houston, TX EIN: 76-0632523

Receive and maintain funds to provide support to exempt organizations under irc sec 501(c)(3).

Key facts about The Joella and Stewart Morris Foundation

In short: The Joella and Stewart Morris Foundation gave $2.7M across 7 grants in 2024 (avg $383K), mostly in Texas. Source: 2024 IRS Form 990.

EIN
76-0632523
Latest 990 filing
Form 990, 2024
Annual giving (2024)
$2,680,000
Grants made (2024)
7
Average grant
$382,857
Median grant
$120,000
Total assets
$7,748,192
Primary geography
Texas (98% of itemized 2024 grant dollars)

Data from IRS Form 990, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990 · View filing

Total Assets

$7.7M

+4.8% YoY

Annual Giving

$2.7M

+14.6% YoY

Grant Count

7

+16.7% YoY

Avg Grant Size

$383K

-1.7% YoY

How The Joella and Stewart Morris Foundation gives

  • Giving grew 61% from 2021 to 2024. Method

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

About The Joella and Stewart Morris Foundation

Based on IRS filings

The Joella and Stewart Morris Foundation is a public charity, based in Houston, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.7M in total assets. In 2024, it awarded 7 grants totaling $2.7M. Net investment income was $963K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2024 grant dollars across all 7 itemized grants.

Cities

HoustonLexington

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M$4M7 grants2020 7 grants2021 7 grants2022 6 grants2023 7 grants2024

From 2020 to 2024, annual grant giving ranged from $1.7M (2021) to $3.9M (2020). In 2024 it made 7 grants totaling $2.7M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Houston Christian University: $2.2M across 3 grantsHouston Christian University$2.2M · 3 grantsMemorial Hermann Foundation: $320K across 2 grantsMemorial Hermann Foundation$320K · 2 grantsSecond Baptist Church: $120KSecond Baptist Church$120KWashington & Lee University: $60KWashington & Lee University$60K

The largest 2024 recipient was Houston Christian University ($2.2M across 3 grants). Together the top 4 received $2.7M.

Grant Size Distribution

34 grants across all recorded years

4<$50K8$50–100K17$100–250K$250–500K$500K–1M5$1–5M$5M+

The most common grant size was in the $100–250K range: 17 grants of 34 (50%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Houston Christian University Houston, TXSupport Cost of Building on University Campus$2,000,000
Memorial Hermann Foundation Houston, TXSupport Cost of Building on Hospital Campus$200,000
Second Baptist Church Houston, TXGeneral Support - Religious Activities$120,000
Houston Christian University Houston, TXGeneral Support - Educational Activities$120,000
Memorial Hermann Foundation Houston, TXSupport cost of assets for life flight fleet expansion$120,000
Washington & Lee University Lexington, VAMaintenance and Renovation Costs of Building on Campus$60,000
Houston Christian University Houston, TXSupport Cost of Building on University Campus$60,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$2M$4M$6M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$7,748,192$7,396,511$7,163,432
Revenue$3,162,674$2,747,066$2,185,889
Expenses$2,810,993$2,513,987$2,816,529
Net Investment Income$962,674$547,066$-14,111

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS November 11, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS November 7, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS November 15, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS November 14, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS November 13, 2025)
  6. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Joella and Stewart Morris Foundation is led by Caralisa Simon, Trustee & President on every filing since 2020; none of the 7 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Caralisa Simon

    Trustee & President

    On filings since 2020

    0.3 hrs/week

    No compensation reported

  • Glenn Clements Jr.

    Trustee & Chairman

    Chief Financial Officer → Trustee & Chairman, 2024

    On filings since 2020

    0.3 hrs/week

    No compensation reported

  • Archie Dunham

    Trustee

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • Carlotta Coffman

    Trustee & Secretary

    On filings since 2020

    0.3 hrs/week

    No compensation reported

  • Mary Currin

    Trustee

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • Anne Neeson

    Trustee

    On filings since 2021

    0.1 hrs/week

    No compensation reported

  • Eleanor Barton

    Trustee

    New on the 2024 filing

    0.1 hrs/week

    No compensation reported

Former officers (3)
  • Former: Stanley Williams (2020–2023) — Trustee
  • Former: Stewart Morris (2020–2023) — Trustee & Chairman
  • Former: Brian Dean (2020) — Trustee

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 The Joella and Stewart Morris Foundation

How much does The Joella and Stewart Morris Foundation give each year?

The Joella and Stewart Morris Foundation gave $2.7M across 7 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $2.3M across 6 grants.

What is The Joella and Stewart Morris Foundation's typical grant size?

The Joella and Stewart Morris Foundation's median grant in 2024 was $120,000, and its average grant was $382,857, across 7 grants on its 2024 IRS Form 990.

Where does The Joella and Stewart Morris Foundation give grants?

The Joella and Stewart Morris Foundation gives mostly in Texas: 98% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The most frequent recipient cities were Houston, TX (6 grants).

Does The Joella and Stewart Morris Foundation give general operating support?

Yes: 29% of The Joella and Stewart Morris Foundation's 2024 grants with a stated purpose (2 of 7) were for general or operating support, per its 2024 IRS Form 990.

Who are The Joella and Stewart Morris Foundation's largest grantees?

The Joella and Stewart Morris Foundation's largest 2024 grantees include Houston Christian University ($2,180,000 across 3 grants), Memorial Hermann Foundation ($320,000 across 2 grants) and Second Baptist Church ($120,000), according to its 2024 IRS Form 990. Together they received 98% of its itemized 2024 grant dollars.

How large is The Joella and Stewart Morris Foundation?

The Joella and Stewart Morris Foundation reported $7.7M in total assets on its 2024 IRS Form 990. Its revenue that year was $3.2M.

What is The Joella and Stewart Morris Foundation's EIN?

The Joella and Stewart Morris Foundation's EIN (Employer Identification Number) is 76-0632523. IRS Form 990 filing data is available on this page for 2020–2024.

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

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