MORSE FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MORSE FAMILY FOUNDATION (EIN 82-6770075)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202621349349101417
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T10:38:50-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 GREENSBORO DRIVE 800 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 826770075 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Morse Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE FOUNDATION | InCareOfNm |
| Business Name Control | MORS | BusinessNameControlTxt |
| Phone | 7038930600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6030 Lazy H Road PO Box 1234 | AddressLine1Txt |
| City | Wilson | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert R Morse | PersonNm |
| Person Title | MANAGER | PersonTitleTxt |
| Phone | 9174882910 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John Ure | PreparerPersonNm |
| PTIN | P00839783 | PTIN |
| Phone | 7038930600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,456,998 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,258,711 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $143 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $143 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,555 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,555 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,061,135 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,010,370 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,061,135 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $15,348,544 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,089,833 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $8,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $15,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $194 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $194 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $23,194 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $194 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,024,338 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,024,338 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,047,532 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $194 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,032,338 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,301,012 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,089,639 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,133 | CashBOYAmt |
| Cash EOY | $172,173 | CashEOYAmt |
| Cash EOYFMV | $172,173 | CashEOYFMVAmt |
| Acct Rcvbl | $47,777 | AcctRcvblAmt |
| Acct Rcvbl BOY | $47,777 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $47,777 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $47,777 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $24,627 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,946,243 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,237,048 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $104,537 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,166,193 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,456,998 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $104,537 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,166,193 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $104,537 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,166,193 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $104,537 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,166,193 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $104,537 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,301,012 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,405,549 | SubtotalAmt |
| Other Decreases | $8,239,356 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,166,193 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MS 14106 ST COVERED | 2025-01-01 | 2025-12-31 | $30,350 | $28,538 | $1,812 | $1,812 |
| MS 14106 LT COVERED | 2024-01-01 | 2025-12-31 | $626,993 | $165,279 | $461,714 | $461,714 |
| MS 3642 ST COVERED | 2025-01-01 | 2025-12-31 | $18,668 | $16,163 | $2,505 | $2,505 |
| MS 3642 LT COVERED | 2024-01-01 | 2025-12-31 | $5,334,359 | $739,255 | $4,595,104 | $4,595,104 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,061,135 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $70,746 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $70,746 | SubtotalAmt |
| Tax Based On Investment Income | $70,746 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $12,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $58,746 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7038930600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6030 LAZY H ROAD PO BOX 1234 | AddressLine1Txt |
| City | WILSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Stacey C Morse | ||||||||
| 6030 Lazy H Road PO Box 1234 | Wilson | WY | 83014 | Trustee | 1.0 | $0 | $0 | $0 |
| Robert R Morse | ||||||||
| 6030 Lazy H Road PO Box 1234 | Wilson | WY | 83014 | Trustee | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,925,946 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,232 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,946,178 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,946,178 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,193 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,916,985 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $95,849 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $95,849 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $70,746 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $70,746 | TotalTaxAmt |
| Distributable Before Adj | $25,103 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $25,103 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $25,103 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,032,338 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,032,338 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,103 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $600,071 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $732,648 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $417,686 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $631,270 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $745,050 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,126,725 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,032,338 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $25,103 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,007,235 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,133,960 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $600,071 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,533,889 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $732,648 | ExcessFromYear4Amt |
| Excess From Year3 | $417,686 | ExcessFromYear3Amt |
| Excess From Year2 | $631,270 | ExcessFromYear2Amt |
| Excess From Year1 | $745,050 | ExcessFromYear1Amt |
| Excess From Current Year | $1,007,235 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STACEY C MORSE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION OF JACKSON HOLE | |||||||
| PO BOX 574 | JACKSON | WY | 83001 | NONE | PC | GENERAL UNRESTRICTED | $95,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 065212038 | NONE | PC | GENERAL UNRESTRICTED | $1,750 |
| DEERFIELD ACADEMY | |||||||
| PO BOX 306 | DEERFIELD | MA | 01342 | NONE | PC | GENERAL UNRESTRICTED | $5,500 |
| MARCY LAB | |||||||
| 7 MARCUS GARVEY BLVD | BROOKLYN | NY | 11206 | NONE | PC | GENERAL UNRESTRICTED | $5,000 |
| MIANUS RIVER GORGE INC | |||||||
| 167 MIANUS RIVER RD | BEDFORD | NY | 10065 | NONE | PC | GENERAL UNRESTRICTED | $10,000 |
| NYC BALLET | |||||||
| 20 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | GENERAL UNRESTRICTED | $185,000 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | NONE | PC | GENERAL UNRESTRICTED | $20,000 |
| TUFTS UNIVERSITY | |||||||
| 419 BOSTON AVE | MEDFORD | MA | 02155 | NONE | PC | GENERAL UNRESTRICTED | $20,000 |
| COLLEGIATE SCHOOL | |||||||
| 301 FREEDOM PL S | NEW YORK | NY | 10069 | NONE | PC | GENERAL UNRESTRICTED | $3,000 |
| BREARLEY SCHOOL | |||||||
| 610 E 83rd ST | New York | NY | 10028 | NONE | PC | GENERAL UNRESTRICTED | $5,750 |
| HARVARD UNIVERSITY | |||||||
| PO BOX 419209 | BOSTON | MA | 022419209 | NONE | PC | GENERAL UNRESTRICTED | $7,000 |
| THE UNITARIAN CHURCH | |||||||
| 24 FARNSWORTH STREET | BOSTON | MA | 02210 | NONE | PC | GENERAL UNRESTRICTED | $1,000 |
| PALM BEACH COUNTRY CLUB FOUNDATION | |||||||
| 760 N OCEAN BLVD | PALM BEACH | FL | 33480 | NONE | PC | GENERAL UNRESTRICTED | $4,100 |
| PROTECT OUR WATER JACKSON HOLE | |||||||
| 250 E BROADWAY AVE | JACKSON | WY | 83001 | NONE | PC | GENERAL UNRESTRICTED | $1,000 |
| DANCERS WORKSHOP | |||||||
| 240 S GLENWOOD ST | JACKSON | WY | 83001 | NONE | PC | GENERAL OPERATING SUPPORT | $6,000 |
| GARY AND VIVIENNE PLAYER FOUNDATION | |||||||
| 4913 BENNINGTON DR | SCHWENKSVILLE | PA | 19473 | NONE | PC | GENERAL OPERATING FUND | $2,963 |
| JEWISH FEDERATION OF PALM BEACH | |||||||
| 1 HARVARD CIT 100 | WEST PALM BEACH | FL | 33409 | NONE | PC | GENERAL OPERATING SUPPORT | $9,000 |
| JH LAND TRUST | |||||||
| PO BOX 2897 | JACKSON | WY | 83001 | NONE | PC | GENERAL SUPPORT | $200 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| NY ACADEMY OF ART | |||||||
| 111 FRANKLIN ST | NEW YORK | NY | 10013 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| ROBIN HOOD FOUNDATION | |||||||
| 826 BROADWAY 9TH FL | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING SUPPORT | $27,575 |
| ST JOHNS HEALTH FOUNDATION | |||||||
| 555 E BROADWAY 213 | JACKSON | WY | 83001 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| NATIONAL PHILANTROPY | |||||||
| 165 TOWNSHIP LINE RD STE 1200 | JENKINTOWN | PA | 19046 | NONE | PC | GENERAL OPERATING SUPPORT | $600,000 |
| THEAFTDORG | |||||||
| 2700 HORIZON DR STE 120 | KING OF PRUSSIA | PA | 19406 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| UNITED WAY | |||||||
| 44 COCOANUT ROW STE M201 | PALM BEACH | FL | 33480 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,024,338 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $143 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,555 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,061,135 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,089,833 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,089,833 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| STACEY C MORSE | ||||||
| 1 | 6030 Lazy H Road PO Box 1234 | WILSON | WY | 83014 | $704,381 | Yes (X) |
| ROBERT R MORSE | ||||||
| 2 | 6030 Lazy H Road PO Box 1234 | WILSON | WY | 83014 | $199,946 | Yes (X) |
| ROBERT R MORSE | ||||||
| 3 | 6030 Lazy H Road PO Box 1234 | WILSON | WY | 83014 | $104,353 | Yes (X) |
| ROBERT R MORSE | ||||||
| 4 | 6030 Lazy H Road PO Box 1234 | WILSON | WY | 83014 | $4,837,631 | Yes (X) |
| ROBERT R MORSE | ||||||
| 5 | 6030 Lazy H Road PO Box 1234 | WILSON | WY | 83014 | $4,412,269 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | SECURITIES VALUED USING THE HIGH LOW METHOD. SEE ATTACHED SUMMARY. | $704,381 | 2025-03-06 |
| 2 | SECURITIES VALUED USING THE HIGH LOW METHOD. SEE ATTACHED SUMMARY. | $199,946 | 2025-06-09 |
| 3 | SECURITIES VALUED USING THE HIGH LOW METHOD. SEE ATTACHED SUMMARY. | $104,353 | 2025-07-07 |
| 4 | SECURITIES VALUED USING THE HIGH LOW METHOD. SEE ATTACHED SUMMARY. | $4,837,631 | 2025-11-20 |
| 5 | SECURITIES VALUED USING THE HIGH LOW METHOD. SEE ATTACHED SUMMARY. | $4,412,269 | 2025-12-29 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $8,000 | Amt |
| Disbursements Charitable Prps | $8,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MSILF GOVERNMENT PTF (MCRXX) | $0 | $0 |
| MS #3642 | $5,946,243 | $9,237,048 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR STOCK CONTRIBUTION | Desc |
| Amt | $8,239,356 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK SERVICE CHARGES | $136 | $136 |
| FOREIGN TAXES | $58 | $58 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $15,000 | Amt |