The Richard H and M Sheila Morse

Private foundation · Grantmaker Boston, MA EIN: 04-3371156

The Richard H and M Sheila Morse is a private foundation, based in Boston, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $5.0M in total assets. In 2025, it awarded 8 grants totaling $120K. Net investment income was $511K.

The Richard H and M Sheila Morse at a glance

In short: The Richard H and M Sheila Morse gave $120K across 8 grants in 2025 (avg $15K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$119,750
+237.3% vs 2024
Grants made (2025)
8
+33.3% vs 2024
Average grant
$14,969
+153.0% vs 2024
Median grant
$4,000
Total assets
$5,013,257
+89.7% vs 2024
Primary geography
Massachusetts (90% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who The Richard H and M Sheila Morse funds

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

Duxbury Yacht Club Charitable Foundation: $50KDuxbury Yacht Club CharitableFoundation$50KSt John the Evangelist Church: $48KSt John the Evangelist Church$48KBowdoin College: $10KBowdoin College$10KHome Start Inc: $5KHome Start Inc$5KPower Forward Inc: $3KPower Forward Inc$3KDuxbury Bay Maritime School: $3KDuxbury Bay Maritime School$3KFort Ticonderoga Association: $1KFort Ticonderoga Association$1KThe Dee Williams Freestyle Fund: $500The Dee Williams FreestyleFund$500

The largest 2025 recipient was Duxbury Yacht Club Charitable Foundation ($50K). Together the top 8 received $120K.

Grant Size Distribution

35 grants across all recorded years

33<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 33 grants of 35 (94%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of 2025 grant dollars across all 8 itemized grants.

Cities

DuxburyBostonBrunswickMarshfieldHinghamKillingtonLawrencePlymouthQuincyTetoniaTiconderoga

How The Richard H and M Sheila Morse gives

  • Giving grew 108% from 2022 to 2025. Method
  • In 2025 it paid out 87% 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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K11 grants2020 9 grants2021 5 grants2022 7 grants2023 6 grants2024 8 grants2025

From 2020 to 2025, annual grant giving ranged from $36K (2024) to $146K (2020). In 2025 it made 8 grants totaling $120K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Duxbury Yacht Club Charitable Foundation Duxbury, MAProgram Support$50,000
St John the Evangelist Church Duxbury, MAProgram Support$47,750
Bowdoin College Brunswick, MEProgram Support$10,000
Home Start Inc Boston, MAProgram Support$5,000
Power Forward Inc Marshfield, MAProgram Support$3,000
Duxbury Bay Maritime School Duxbury, MAProgram Support$2,500
Fort Ticonderoga Association Ticonderoga, NYProgram Support$1,000
The Dee Williams Freestyle Fund Tetonia, IDProgram Support$500
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$5,013,257$1,698,311$133,531$119,7508$122,560$510,956$140,156
2024$2,642,609$1,038,651$45,642$35,5006$37,735$38,509$81,999
2023$1,565,408$52,373$77,283$62,2507$64,235$38,096$76,074
2022$1,097,578$289,673$70,273$57,4985$59,333$271,664$81,026
2021$881,270$146,627$128,908$118,5509$120,335$133,563$89,224
2020$867,627$53,985$155,949$145,50011—$41,544$76,107

Under IRS private-foundation payout rules, The Richard H and M Sheila Morse reported a distributable amount of $140K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

The Richard H and M Sheila Morse's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • M. Sheila Morse

    Trustee

    On filings since 2020

    No compensation reported

  • Michael G. Morse

    Trustee

    On filings since 2020

    0.3 hrs/week

    No compensation reported

  • Michael L. Brown

    Trustee

    On filings since 2020

    No compensation reported

  • Richard T. Morse

    Trustee

    On filings since 2020

    0.5 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "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 Richard H and M Sheila Morse

How much does The Richard H and M Sheila Morse give each year?

The Richard H and M Sheila Morse gave $120K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $36K across 6 grants.

What is The Richard H and M Sheila Morse's typical grant size?

The Richard H and M Sheila Morse's median grant in 2025 was $4,000, and its average grant was $14,969, across 8 grants on its 2025 IRS Form 990-PF.

Where does The Richard H and M Sheila Morse give grants?

The Richard H and M Sheila Morse gives mostly in Massachusetts: 90% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Maine (8%). The most frequent recipient cities were Duxbury, MA (3 grants).

Does The Richard H and M Sheila Morse give general operating support?

Not in 2025: none of the 8 grants with a stated purpose on The Richard H and M Sheila Morse's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (8 grants).

Who are The Richard H and M Sheila Morse's largest grantees?

The Richard H and M Sheila Morse's largest 2025 grantees include Duxbury Yacht Club Charitable Foundation ($50,000), St John the Evangelist Church ($47,750) and Bowdoin College ($10,000), according to its 2025 IRS Form 990-PF. Together they received 90% of its itemized 2025 grant dollars.

How large is The Richard H and M Sheila Morse?

The Richard H and M Sheila Morse reported $5.0M in total assets on its 2025 IRS Form 990-PF. It paid out $123K in qualifying distributions that year, against a required minimum of $140K (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.

What is The Richard H and M Sheila Morse's EIN?

The Richard H and M Sheila Morse's EIN (Employer Identification Number) is 04-3371156. IRS Form 990 filing data is available on this page for 2020–2025.

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

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
  2. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from The Richard H and M Sheila Morse's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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