Nonprofit · EIN 04-2943793
MORBY FAMILY FOUNDATION INC
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990-PF | $724,603 | $2,803,357 | -$2,078,754 | $26,441,045 | $0 | $26,441,045 |
| November 30, 2023 | 990-PF | $746,566 | $1,977,737 | -$1,231,171 | $23,211,991 | $0 | $23,211,991 |
Financial details: 990-PF for the year ended November 30, 2024
Revenue
- Dividends
- $520,941
- Interest
- $69,159
- Net gain from sales of assets
- $134,213
- Other income
- $290
Expenses
- Grants and similar amounts paid
- $2,582,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,602,250
- Excise tax on investment income
- $25,129
Balance sheet and other
- Total assets, start of year
- $23,211,991
- Total assets, end of year
- $26,441,045
- Total liabilities, end of year
- $0
- Net assets, end of year
- $26,441,045
- Fair market value of assets
- $26,646,548
- Qualifying distributions
- $2,602,250
- Net investment income
- $2,008,983
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACQUELINE C MORBY 5000 FIFTH AVENUE, PITTSBURGH, PA 15232 | PRESIDENT / DIRECTOR | 1 | $0 |
| FRANCIS A MURACCA II 621 WOODVALLEY DR, PITTSBURGH, PA 15238 | CLERK | 0 | $0 |
| ANDREW J MORBY 5000 FIFTH AVENUE, PITTSBURGH, PA 15232 | DIRECTOR | 0 | $0 |
| ARTHUR STRANG 60 FRESH POND PARKWAY, CAMBRIDGE, MA 02138 | DIRECTOR | 0 | $0 |
| RUTH PERFIDO 166 DUANE STREET PH-A, NEW YORK, NY 10018 | DIRECTOR | 0 | $0 |
| MICHELLE L MORBY 5000 FIFTH AVENUE, PITTSBURGH, PA 15232 | DIRECTOR | 0 | $0 |
990-PF for the year ended November 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACQUELINE C MORBY 18 SOUTH ISLAND DRIVE, KEY LARGO, FL 33037 | PRES/DIREC | 0 | $0 |
| JEFFREY MORBY 18 SOUTH ISLAND DRIVE, KEY LARGO, FL 33037 | TRES/DIREC | 0 | $0 |
Address and contacts
- Address (IRS master file)
- CO CHOATE TWO INTERNATIONAL PLACE, BOSTON, MA 02110-0000
- In care of
- % JEFFREY L MORBY
- Signed the 990-PF
- RENAT LUMPAU, TREASURER & CLERK
- Phone
- (305) 367-9487
- Return prepared by
- PWC US TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-2943793
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1988
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $26,441,045
- Income (IRS master file)
- $19,924,240
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2024 | $724,603 | $2,803,357 | $26,441,045 | IRS |
| 990-PF | November 2023 | $746,566 | $1,977,737 | $23,211,991 | XML |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2943793).
Questions about MORBY FAMILY FOUNDATION INC
- What is the EIN of MORBY FAMILY FOUNDATION INC?
- The employer identification number (EIN) of MORBY FAMILY FOUNDATION INC is 04-2943793.
- Is MORBY FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to MORBY FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MORBY FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MORBY FAMILY FOUNDATION INC due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MORBY FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2024.
- Who are the officers and directors of MORBY FAMILY FOUNDATION INC?
- The 990-PF for the year ended November 30, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does MORBY FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended November 30, 2024 it reported revenue of $724,603, expenses of $2,803,357 and total assets of $26,441,045 at year end.
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