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
Under IRS private-foundation payout rules, The John & Katherine Morris Foundation reported a distributable amount of $480K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Mystic Seaport Museum ($55,000), Church of the Heavenly Rest ($50,000), Mass Moca ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BERKSHIRE INTERNATIONAL FILM FESTIVAL GREAT BARRINGTON, MA | SUPPORT OF THE ARTS | $20,000 |
| BLUE HILL HERITAGE TRUST BLUE HILL, ME | TO LEAD IN CONSERVING LAND, WATER, AND WILDLIFE HABITAT ON THE GREATER BLUE HILL PENINSULA. TO TEACH AND PRACTICE A STEWARDSHIP ETHIC. TO PROMOTE ECOLOGICAL, ECONOMIC, AND COMMUNITY HEALTH FOR THIS AND FUTURE GENERATIONS. | $5,000 |
| BOSTON SYMPHONY ORCHESTRA BOSTON, MA | SUPPORT OF THE ARTS | $10,000 |
| CHURCH OF THE HEAVENLY REST NEW YORK, NY | SUPPORT OF RELIGIOUS SERVICES | $50,000 |
| DARTMOUTH COLLEGE HANOVER, NH | EDUCATE PROMISING STUDENTS FOR A LIFETIME OF LEARNING AND RESPONSIBLE LEADERSHIP. | $10,000 |
| FIRST CONGREGATIONAL CHURCH PITTSBURGH, PA | SUPPORT OF RELIGIOUS SERVICES | $5,000 |
| GRAHAM WINDHAM BROOKLYN, NY | SUPPORT CHILD SERVICES | $2,000 |
| JACOB'S PILLOW BECKET, MA | TO SUPPORT DANCE CREATION, PRESENTATION, EDUCATION, AND PRESERVATION; AND TO ENGAGE AND DEEPEN PUBLIC APPRECIATION AND SUPPORT FOR DANCE. | $17,175 |
| LOWER EAST SIDE GIRLS CLUB NEW YORK, NY | CONNECTS YOUNG WOMEN AND GENDER-EXPANSIVE YOUTH OF COLOR THROUGHOUT NEW YORK CITY TO HEALTHY AND SUCCESSFUL FUTURES THROUGH FREE, INNOVATIVE YEAR-ROUND PROGRAMMING AND MENTORING. | $15,000 |
| MAHAIWE PERFORMING ARTS CENTER GREAT BARRINGTON, MA | SUPPORT THE ARTS | $7,000 |
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
Frequently Asked Questions
What does The John & Katherine Morris Foundation fund?
The foundation's grantmaking priorities include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Arts and Creative Writing • Historic Preservation • Journalism
How do I apply for a grant from The John & Katherine Morris Foundation?
**Grant Activity:** • Made 24 grants in 2023 • Total giving: $399,213 (2024 fiscal year) • Typical award range: $1,000–$100,000 **Recent Grants (2023):** • Trustees Church of the Heavenly Rest: $50,000 (Support of Religious Services) • Mystic Seaport Museum: $28,000 (Public Understanding of America and the Sea) • Triplex Cinema: $25,000 (Community Movie Access) • Jacob's Pillow (among other grantees) **Geographic Focus:** The foundation primarily supports organizations in Massachusetts, New Yor…
What size grants does The John & Katherine Morris Foundation award?
In 2024, The John & Katherine Morris Foundation awarded 24 grants totaling $399K — an average of about $17K per grant, based on its IRS Form 990 filings.
How much is The John & Katherine Morris Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The John & Katherine Morris Foundation reported a distributable amount of $480K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The John & Katherine Morris Foundation's EIN?
The John & Katherine Morris Foundation's EIN (Employer Identification Number) is 04-3241999. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The John & Katherine Morris Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.