The John & Katherine Morris Foundation
The John & Katherine Morris Foundation is a private foundation established in 1994 and based in Stockbridge, Massachusetts. The foundation operates as a 501(c)(3) organization with a focus on philanthropic grantmaking across multiple sectors.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$7.3M
+4.0% YoY
Annual Giving
$399K
+25.6% YoY
Grant Count
24
+9.1% YoY
Avg Grant Size
$17K
+15.1% YoY
Mission & Focus Areas
The foundation's grantmaking priorities include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Arts and Creative Writing
- Historic Preservation
- Journalism
Grantmaking
The foundation primarily supports organizations in Massachusetts, New York, and Virginia.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | Amount | Year |
|---|---|---|
| Total Assets | $7,341,246 | 2024 |
| Total Assets | $7,058,470 | 2023 |
| Total Giving | $399,213 | 2024 |
| Total Expenses | $394,076 | 2023 |
| Total Revenues | $449,501 | 2023 |
The foundation has zero employees and operates with a lean administrative structure.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $7,341,246 | $7,058,470 | $6,987,269 |
| Revenue | $791,446 | $449,501 | $234,953 |
| Expenses | $503,533 | $394,076 | $565,024 |
| Qualifying Distributions | $400,607 | $320,197 | $517,441 |
| Net Investment Income | $561,655 | $348,634 | $219,096 |
| Distributable Amount | $479,684 | $441,769 | $444,641 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
142 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
- Katherine M. Morris – President
- John C. Morris – Treasurer
- Frederick Rutberg – Director
- Lucy E. Morris – Director
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KATHERINE M MORRIS | PRESIDENT | 1 | — |
| JOHN C MORRIS | TREASURER | 1 | — |
| LUCY E MORRIS | DIRECTOR | 1 | — |
| FREDERICK RUTBERG | DIRECTOR | 1 | — |
Contact Information
Address: 24 Cherry Hill Road, Stockbridge, MA 01262
Telephone: 212-410-7771
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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