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← JOELLA AND STEWART MORRIS FOUNDATION

Form 990 for tax year 2024

Filed by JOELLA AND STEWART MORRIS FOUNDATION.

Totals

Total revenue
$3,162,674
Total expenses
$2,810,993
Contributions and grants received
$2,200,000
Grants paid
$2,680,000
Program service revenue
$0
Investment income
$962,674
Other revenue
$0
Total assets, end of year
$7,748,192
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$7,748,192
Program services expenses (Part IX)
$2,680,000
Management and general expenses
$130,993
Fundraising expenses
$0
Program service expenses (Part III)
$2,680,000

Program services were 95.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $2,200,000

  • 3 · Investment income

    total $436,379 · related or exempt $436,379

  • 7a · Gross sales of assets other than inventory

    securities $3,442,824

  • 7b · Less cost or other basis and sales expenses

    securities $2,916,529

  • 7c · Gain or loss

    securities $526,295

  • 7d · Net gain or loss

    total $526,295 · related or exempt $526,295

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,680,000 · program services $2,680,000

  • 11b · Fees: legal

    total $12,659 · management and general $12,659

  • 11c · Fees: accounting

    total $7,870 · management and general $7,870

  • 11f · Fees: investment management

    total $72,320 · management and general $72,320

  • 13 · Office expenses

    total $1,570 · management and general $1,570

  • 16 · Occupancy

    total $12,000 · management and general $12,000

  • 19 · Conferences, conventions and meetings

    total $1,237 · management and general $1,237

  • 24a · Other expenses: CONTRACT LABOR

    total $15,544 · management and general $15,544

  • 24b · Other expenses: INVESTMENT EXPENSES

    total $7,793 · management and general $7,793

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $237,023 · end of year $54,830

  • 2 · Savings and temporary cash investments

    beginning of year $265,111 · end of year $613,931

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,000 · end of year $1,000

  • 11 · Investments: publicly traded securities

    beginning of year $5,369,775 · end of year $5,654,622

  • 12 · Investments: other securities

    beginning of year $1,523,602 · end of year $1,423,809

  • 29 · Capital stock, trust principal or current funds

    beginning of year $7,396,511 · end of year $7,748,192

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2024

Mission

RECEIVE AND MAINTAIN FUNDS TO PROVIDE SUPPORT TO EXEMPT ORGANIZATIONS UNDER IRC SEC 501(C)(3).

  • WITH FUNDS AND INCOME FROM SECURITIES HELD BY THIS ORGANIZATION, GIFTS TO FOUR SUPPORTED 501(C)(3) EXEMPT ORGANIZATIONS WERE MADE DURING THE YEAR.

    Expenses $2,680,000 · Grants $2,680,000

As filed on the 2024 return.

Listed in Part VII

  • ARCHIE DUNHAM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.12

  • GLENN CLEMENTS JR

    TRUSTEE AND CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.25

  • CARALISA SIMON

    TRUSTEE AND PRESIDENT

    Total calculated
    $0
    Hours/week
    0.25

  • CARLOTTA COFFMAN

    TRUSTEE AND SECRETARY

    Total calculated
    $0
    Hours/week
    0.25

  • MARY CURRIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.12

  • ANNE NEESON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.12

  • ELEANOR BARTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.12

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2024
Filed
13 November 2025
IRS schema version
2024v5.2
Source object
202513179349305671

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