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Joella And Stewart Morris Foundation

EIN 76-0632523 · files IRS Form 990, Schedule I

Given, as filed$13.3m2020–2024 · 34 grants
2020: $3.9m · 7 grants2020$3.9m2021: $1.7m · 7 grants20212022: $2.7m · 7 grants20222023: $2.3m · 6 grants20232024: $2.7m · 7 grants2024$2.7m
Grantees4funded more than once, matching gifts aside
4 of 44of 4
Assets, year end$7.7mtax year 2024
2023: $7.4m20232024: $7.7m2024$7.7m
Board and officers7on its latest return

Where it gives

By cause and by place, from its own returns.

By cause

The cause each recipient registered with the IRS

Health care$1.5m
Education$264.4k
Cause not on file$11.5m

Mostly grants abroad and recipients without a US registration. Shown, never hidden.

By place

Dollars received, by the recipient's state

half the top state or more10–50%2–10%under 2%

Who it funds most

4 of its 4 grantees were funded in more than one year.

Joella And Stewart Morris Foundation's own IRS Form 990, Schedule I returns, as filed, in USD

Who funds the same organisations

Counted over its 4 largest grantees, leaving out fiscal sponsors and donor-advised funds, which share an address rather than a cause. A fact, not a partnership.

Its board and officers

From its latest return.

Caralisa SimonTrustee and President
Anne NeesonTrustee
Archie DunhamTrustee
Carlotta CoffmanTrustee and Secretary
Eleanor BartonTrustee
Glenn Clements JRTrustee and Chairman
Mary CurrinTrustee

Form 990 Part VII, tax year 2024, filing 202513179349305671

Name and title as its own return lists them. No pay, no address. A photograph appears only where the person's own organisation or a free licence publishes one, credited beside it; otherwise none. Anyone can ask to be removed: hello@philanova.ai.

Its money

What it gave, held and paid, by year.

Giving by year

2020: $3.9m · 7 grants2020$3.9m2021: $1.7m · 7 grants20212022: $2.7m · 7 grants20222023: $2.3m · 6 grants20232024: $2.7m · 7 grants2024$2.7m
Tax yearReturnAssets, year endGrants paidCharitable spending
2024Form 990$7.7m—$2.8m
2023Form 990$7.4m—$2.5m

As filed, in US dollars. Assets at fair market value where the return gives it.

Its returns5 filings
Tax yearFormFilingWhere to read it
2024IRS Form 990, Schedule I202513179349305671IRS batch file
2023IRS Form 990, Schedule I202423199349304467IRS batch file
2022IRS Form 990, Schedule I202313199349306966IRS batch file
2021IRS Form 990, Schedule I202243119349302899IRS batch file
2020IRS Form 990, Schedule I202123159349303512IRS batch file

An IRS batch file holds many returns; the filing number finds this one inside it.

The record as filedEvery table this page has always shown, in full.open

Joella And Stewart Morris Foundation made 34 grants across 2020–2024, totalling $13.3m as filed.

Grants
34
Total, as filed
$13.3m
Years
2020–2024
Filed in
USD

Who it funds

OrganisationGrantsTotal
HOUSTON CHRISTIAN UNIVERSITY9$6.4m
HOUSTON BAPTIST UNIVERSITY6$4.6m
MEMORIAL HERMANN FOUNDATION9$1.5m
SECOND BAPTIST CHURCH5$528.8k
WASHINGTON & LEE UNIVERSITY5$264.4k

By year

YearGrantsTotal
20207$3.9m
20217$1.7m
20227$2.7m
20236$2.3m
20247$2.7m

Where this came from

Identifier US-EIN-760632523. Register: Internal Revenue Service (US). Machine-readable: JSON.

What this page does not know

  • Wrong if: a figure recovered from a subtotal is read as the sum of the recovered rows. A subtotal divides onto a whole penny whatever its parts did, so rows the per-row rule refuses are inside these figures.
  • What they say they exist to do
  • What each grant was for
  • What they fund, by theme
  • Balance sheet and financials
  • Who runs it
  • Whether they accept proposals
  • Their own record on the register
  • No website on file
  • Leadership not yet identified
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