2026-06-03T09:37:59-05:00 2025-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990PF 2025-01-01 591659392 CHARLES HOSMER MORSE FOUNDATION INC CHAR 4076440555 329 PARK AVE NORTH 329 WINTER PARK FL 32789 DOUGLAS WOODMAN EXEC VP/TREASURER 4076440555 2026-06-02 1 ANAN SAMARA P02103452 2122862600 2026-06-02 2025 2025-03-06 01:10:19Z X 95922693 X 2784624 5509 5509 5509 726152 726152 726152 124999 124999 124999 45929 1432884 11983145 1432884 30586 865895 449368 416527 416527 509852 131264 400568 6000547 2420808 1704341 221101 0 62780 158321 1706017 0 484410 1238100 879824 0 249819 748502 28000 0 0 26000 62528 0 0 62528 845178 60068 60068 783635 86571 48020 48020 43361 549996 5129 5129 62750 0 0 62750 110061 750 750 109311 1397217 26026 26026 1340088 5949243 139993 937002 4572596 63500 63500 6012743 139993 937002 4636096 -12196 2280815 767339 526268 393508 393508 298297 226304 226304 1555 1930 1555 1555 464108 489400 489400 44358 43397 43397 5310736 792024 4471567 4518712 38749050 36163468 39388336 39388336 29190287 12563719 16559715 16626568 16626568 4575 4575 4575 58534286 61692355 95922693 382701 261543 79706 125811 462407 387354 X 58071879 61305001 58071879 61305001 58534286 61692355 58071879 -12196 3296233 61355916 50915 61305001 PUBLICLY TRADED SECURITIES 11044746 10070294 974452 974452 PUBLICLY TRADED SECURITIES 510553 479967 30586 30586 CAPITAL GAINS DIVIDENDS P 427846 427846 427846 1432884 30586 31703 0 31703 0 31703 30000 0 1703 0 31703 X 0 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 1 0 0 0 1 WWW.MORSEMUSEUM.ORG THE FOUNDATION 4076440555 329 NORTH PARK AVE SUITE 329 WINTER PARK FL 327897407 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HAROLD WARD III 329 N PARK AVE SUITE 329 WINTER PARK FL 32789 CHAIRMAN 2.00 0 0 0 RANDOLPH J RUSH 329 N PARK AVE SUITE 329 WINTER PARK FL 32789 PRESIDENT 2.00 0 0 0 DOUGLAS A WOODMAN 329 N PARK AVE SUITE 329 WINTER PARK FL 32789 EXEC VP/TREASURER 5.00 0 0 0 CHARLES OGDEN 329 N PARK AVE SUITE 329 WINTER PARK FL 32789 VICE PRESIDENT 1.00 0 0 0 LEILA TRISMEN 329 N PARK AVE SUITE 329 WINTER PARK FL 32789 SECRETARY 1.00 0 0 0 NANCY STEPHENS 329 N PARK AVE SUITE 329 WINTER PARK FL 32789 ASST. TREASURER 20.00 0 0 0 BONNIE HUBBARD 329 N PARK AVE SUITE 329 WINTER PARK FL 32789 ASST. SECRETARY 1.00 0 0 0 ALICE C FRELINGHUYSEN 329 N PARK AVE SUITE 329 WINTER PARK FL 32789 TRUSTEE 1.00 0 0 0 SUSAN MCKEAN 329 N PARK AVE SUITE 329 WINTER PARK FL 32789 TRUSTEE 1.00 0 0 0 ANN SAURMAN 329 N PARK AVE SUITE 329 WINTER PARK FL 32789 TRUSTEE 1.00 0 0 0 THEODORE E STEBBINS JR 329 N PARK AVE SUITE 329 WINTER PARK FL 32789 TRUSTEE 1.00 0 0 0 JENNIFER THALHEIMER 329 N PARK AVE SUITE 329 WINTER PARK FL 32789 MUSEUM DIRECTOR 40.00 221101 69894 0 BETSY PETERS 329 N PARK AVE SUITE 329 WINTER PARK FL 32789 DIRECTOR OF PROGRAMS 40.00 211517 54326 0 WILLIAM T MOBLEY 329 N PARK AVE SUITE 329 WINTER PARK FL 32789 BUILDING MANAGER 40.00 135339 44242 0 AVA MAXWELL 329 N PARK AVE SUITE 329 WINTER PARK FL 32789 RETAIL MANAGER 40.00 97571 41841 0 KRIS STEELE 329 N PARK AVE SUITE 329 WINTER PARK FL 32789 OPERATIONS MANAGER 40.00 74118 52998 0 APRIL BROWN 329 N PARK AVE SUITE 329 WINTER PARK FL 32789 VISITOR SERVICES MAN 40.00 74231 24821 0 13 SECURITAS SECURITY SERVICES USA PO BOX 403412 ATLANTA GA 30384 SECURITY 534063 SUSAN C GANTT 2015 GERDA TERRACE ORLANDO FL 32804 ARCHITECT 303632 SIMON ROOFING AND SHEET METAL CORPORATION 70 KARAGO AVENUE YOUNGSTOWN OH 44512 ROOFING SERVICES 179841 WEAVER CONSTRUCTION INC 121 WALLACE ROAD NEW SMYRNA BEACH FL 32168 RENOVATION SERVICES 78379 ISSI SERVICES 1030 SUNSHINE LN 1000 ALT SPRINGS FL 32714 HVAC SERVICES 78129 3 SEE STATEMENT 20 5525395 SEE STATEMENT 20 47895 0 37597178 760962 38749980 77108120 0 0 77108120 1156622 75951498 3797575 X 4636096 0 611720 5247816 1976-12-31 X 767339 656137 759255 0 2182731 652238 557716 645367 0 1855321 5247816 4937438 4672971 4218311 19076536 63500 73500 83500 73500 294000 5184316 4863938 4589471 4144811 18782536 0 0 2531717 1926204 1794186 1837612 8089719 0 0 0 0 X AMERICAN BACH SOLOISTS PO BOX 421986 SAN FRANCISCO CA 94142 N/A PC GENERAL SUPPORT 5000 ART IN ACTION 1755 EAST BAYSHORE ROAD STE 24 A REDWOOD CITY CA 94063 N/A PC GENERAL SUPPORT 2500 BAINBRIDGE ISLAND MUSEUM OF ART 550 WINSLOW WAY EAST BAINBRIDGE WA 98110 N/A PC GENERAL SUPPORT 10000 COALITION FOR THE HOMELESS OF CENTRAL FLORIDA 639 WEST CENTRAL BLVD ORLANDO FL 32801 N/A PC GENERAL SUPPORT 2500 FIRST UNITED METHODIST CHURCH 126 N INTERLACHEN WINTER PARK FL 32789 N/A PC GENERAL SUPPORT 10000 LIFEMOVES 181 CONSTITUTION DRIVE MENLO PARK CA 94025 N/A PC GENERAL SUPPORT 2500 NEW YORK SOCIETY LIBRARY 53 E 79TH STREET NEW YORK NY 10021 N/A PC GENERAL SUPPORT 5000 PRESIDENT AND FELLOWS OF HARVARD COLLEGE 32 QUINCY STREET CAMBRIDGE MA 02138 N/A PC GENERAL SUPPORT 10000 SALVATION ARMY 416 W COLONIAL DRIVE ORLANDO FL 32804 N/A PC ORLANDO SUPPORT 2500 SECOND HARVEST FOOD BANK 411 MERCY DRIVE ORLANDO FL 32805 N/A PC GENERAL SUPPORT 5000 SHELBURNE MUSEUM INC 6000 SHELBURNE ROAD SHELBURNE VT 05482 N/A PC GENERAL SUPPORT 5000 WINTER PARK CHAMBER PO BOX 280 WINTER PARK FL 32790 N/A PC MORSE MUSEUM ARTIST AWARD AAF 1000 WINTER PARK SIDEWALK FESTIVAL PO BOX 597 WINTER PARK FL 32790 N/A PC MORSE MUSEUM AWARD-WP ART FESTIVAL 2500 63500 0 ADMISSIONS AND MEMBERSHIPS 371752 01 5509 14 726152 16 45929 18 111207 18 1432884 416527 REIMBURSEMENT - INTERLACHEN 6806 ROYALTY INCOME 15 20087 0 2341768 795085 3136853 1A ADMISSIONS AND MEMBERSHIPS TO THE MORSE MUSEUM OF AMERICAN ART 10 THE NET SALES OF INVENTORY FROM THE MUSEUMS GIFT SHOP 11A REIMBURSEMENT OF EXPENSES FOR USE OF A BUILDING BY A NON-PROFIT 0 0 0 0 0 0 0 0 0 0 X X 1 ELIZABETH MORSE GENIUS FOUNDATION 329 N PARK AVE SUITE 329 WINTER PARK FL 327897407 2775000 X FINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATION 62528 0 0 62528 FORM 990-PF, PAGE 7, PART VIII-A, LINES 1, 2, AND 3 1.) MUSEUM - $5,525,395THE CHARLES HOSMER MORSE MUSEUM OF AMERICAN ART WAS FOUNDED BY JEANNETTE GENIUS MCKEAN AND DEVELOPED BY HER AND HER HUSBAND, HUGH F. MCKEAN, AS A BENEFACTION TO ENRICH THE LIFE OF THEIR COMMUNITY BY FOSTERING KNOWLEDGE AND APPRECIATION OF AMERICAN ART THROUGH THE PRESERVATION, PRESENTATION, AND SCHOLARLY STUDY OF THE MUSEUM'S COLLECTION IN A SPIRIT OF ADVENTURE AND EXPERIMENTATION. 2.) KNOWLES COTTAGE - $47,895KNOWLES COTTAGE IS BEING USED BY THE WINTER PARK HISTORICAL ASSOCIATION (WPHA) AS THEIR EXECUTIVE OFFICES. THE WPHA COLLECTS, PRESERVES, PROMOTES AND RESEARCHES THE RICH HISTORY OF WINTER PARK AND ITS SURROUNDING AREA. THEY SHARE THAT HISTORY WITH THE PUBLIC THROUGH THE OPERATION OF A MUSEUM, THE WINTER PARK HISTORY MUSEUM (LOCATED IN THE FARMER'S MARKET BUILDING), AS WELL AS EDUCATIONAL PROGRAMS. INVESTMENT PROPERTY 5310736 792024 4518712 38749050 BAIRD INTER BOND FD INSTL CL (BIMIX) 950,898.770 SHARES FMV 10041491 10041491 DFA INTL CORE EQUITY PORTFOLIO (DFIEX) 161,905.657 SHARES FMV 3285066 3285066 DODGE & COX INTL STOCK (DODFX) 202,576.678 SHARES FMV 3334412 3334412 FIDELITY 500 INDEX FUND (FXAIX) 61,418.754 SHARES FMV 14600466 14600466 FIDELITY MID CAP INDEX FUND (FSMDX) 110,181.121 SHARES FMV 4068989 4068989 MASSMUTUAL SMALL CAP OPPS FUND (MSOOX) 231,088.363 SHARES FMV 4057912 4057912 PROGRAM PROPERTY 27932663 11495644 16437019 16437019 FURNITURE AND EQUIPMENT 1257624 1068075 189549 189549 GENERAL AND ADMINISTRATIVE LEGAL COUNSEL 28000 0 0 26000 COPYRIGHTS 930 930 930 DEPOSITS 3645 3645 3645 DEFERRED EXCISE TAX 46000 ADJUSTMENT FOR BEGINNING BALANCES 4915 INSURANCE 225933 17316 17316 215418 REPAIRS AND MAINTENANCE 309964 8587 8587 293924 DUES AND SUBSCRIPTIONS 9475 123 123 9352 SUPPLIES AND EQUIPMENT 273843 0 0 259363 ADVERTISING AND DESIGN 81565 0 0 65363 CATERING AND FOOD 47784 0 0 47784 UTILITIES 164311 0 0 164542 TELEPHONE AND INTERNET 50228 0 0 50228 EVENTS 40872 0 0 40872 FEES AND SECURITY 132749 0 0 132749 MISCELLANEOUS 56002 0 0 56002 ART ACQUISITIONS 4491 0 0 4491 MISCELLANEOUS INCOME 1923 1893 1923 TIMBER 109284 109284 0 ADMISSIONS AND MEMBERSHIPS 371752 371752 REIMBURSEMENT - INTERLACHEN 6806 6806 ROYALTY INCOME 20087 20087 20087 UNREALIZED GAIN ON INVESTMENTS 3296233 DEFERRED FEDERAL EXCISE TAX 78000 124000 FEDERAL EXCISE TAX PAYABLE 1706 1811 INVESTMENT MANAGEMENT AND ADVISORY 60000 60000 60000 0 COBRA ADMIN FEES 550 0 0 550 PENSION MANAGEMENT 20164 0 0 15401 PENSION FEES 4764 0 0 4764 BACKGROUND CHECK SERVICES 290 0 0 290 STAFFING AGENCY SERVICES 57907 0 0 56433 IT CONSULTANTS 79625 0 0 81257 MAINTENANCE 15580 0 0 16455 SECURITY 442246 0 0 436485 CONSERVATION SERVICES 51995 0 0 52795 OTHER CONSULTANTS 112057 68 68 119205 MERCHANDISE 865895 449368 416527 FEDERAL EXCISE TAX 31811 0 0 36621 REAL ESTATE TAXES 54760 48020 48020 6740