Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 05-0368103

ROY T MORGAN FOUNDATION

Tax-exempt · WARWICK, RI 02886

Financials

$158K$294K2023$233K$279K2024$299K$297K2025
Revenue Expenses · by fiscal year end
Financials of ROY T MORGAN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2026990-PF$299,487$297,186$2,301$3,052,116$0$3,052,116
March 31, 2025990-PF$232,555$279,162-$46,607$3,049,815$0$3,049,815
March 31, 2024990-PF$157,972$293,532-$135,560$3,096,422$0$3,096,422
Financial details: 990-PF for the year ended March 31, 2026

Revenue

Dividends
$127,309
Net gain from sales of assets
$172,178

Expenses

Grants and similar amounts paid
$242,272
Compensation of officers, directors and key employees
$12,000
Disbursements for charitable purposes
$242,272
Excise tax on investment income
$3,469

Balance sheet and other

Total assets, start of year
$3,049,815
Total assets, end of year
$3,052,116
Total liabilities, end of year
$0
Net assets, end of year
$3,052,116
Fair market value of assets
$4,065,283
Qualifying distributions
$242,272
Net investment income
$299,487

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 March 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
ERIC GUTTERSON
9 SALISBURY DRIVE, WESTWOOD, MA 02990
Treasurer0$3,000
KRISTINE CAMPAGNA
15 LEILA JEAN DRIVE, BRISTOL, RI 02809
Secretary0$3,000
MARGARET BOLES FITZGERALD
390 COMMONWEALTH AVE APT 307, BOSTON, MA 02215
Vice President0$3,000
RALPH M KINDER
157 ROCHAMBEAU AVENUE, PROVIDENCE, RI 02906
President0$3,000
990-PF for the year ended March 31, 2025: 4 people
NameTitleHours / weekCompensation
ERIC GUTTERSON
9 SALISBURY DRIVE, WESTWOOD, MA 02990
Director0$3,000
KRISTINE CAMPAGNA
15 LEILA JEAN DRIVE, BRISTOL, RI 02809
Secretary0$3,000
MARGARET BOLES FITZGERALD
390 COMMONWEALTH AVE APT 307, BOSTON, MA 02215
Vice President0$3,000
RALPH M KINDER
157 ROCHAMBEAU AVENUE, PROVIDENCE, RI 02906
President0$3,000
990-PF for the year ended March 31, 2024: 5 people
NameTitleHours / weekCompensation
ELIZABETH BOLES GUTTERSON
9 SALISBURY DRIVE, WESTWOOD, MA 02090
Former Director0$3,000
KRISTINE CAMPAGNA
15 LEILA JEAN DRIVE, BRISTOL, RI 02809
Secretary0$3,000
MARGARET BOLES FITZGERALD
390 COMMONWEALTH AVE APT 370, BOSTON, MA 02215
Vice President0$3,000
RALPH M KINDER
157 ROCHAMBEAU AVENUE, PROVIDENCE, RI 02906
President0$3,000
ERIC GUTTERSON
9 SALISBURY DRIVE, WESTWOOD, MA 02990
Director0$0

Address and contacts

Address (IRS master file)
300 METRO CENTER BLVD STE 150A, WARWICK, RI 02886-1751
In care of
% GILSTEIN KINDER & LEVIN LLP
Signed the 990-PF
RALPH M KINDER, PRESIDENT
Phone
(401) 751-1500
Return prepared by
Ward Fisher & Company 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 March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026990-PF on file
2024March 31, 2025August 15, 2025990-PF on file
2023March 31, 2024August 15, 2024990-PF on file

IRS record

EIN
05-0368103
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
1977
Accounting year ends
March
Files
Form 990-PF
Assets (IRS master file)
$3,052,116
Income (IRS master file)
$1,196,782

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMarch 2026$299,487$297,186$3,052,116XML
990-PFMarch 2025$232,555$279,162$3,049,815XML
990-PFMarch 2024$157,972$293,532$3,096,422XML
990-PFMarch 2023–––IRS
990-PFMarch 2022–––IRS
990-PFMarch 2021–––IRS
990-PFMarch 2019–––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 05-0368103).

Questions about ROY T MORGAN FOUNDATION

What is the EIN of ROY T MORGAN FOUNDATION?
The employer identification number (EIN) of ROY T MORGAN FOUNDATION is 05-0368103.
Is ROY T MORGAN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
Are donations to ROY T MORGAN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROY T MORGAN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ROY T MORGAN FOUNDATION due?
The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROY T MORGAN FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended March 2026.
Who are the officers and directors of ROY T MORGAN FOUNDATION?
The 990-PF for the year ended March 31, 2026 lists 4 people; 4 received compensation from the organization, the highest $3,000 (ERIC GUTTERSON, Treasurer).
How much revenue does ROY T MORGAN FOUNDATION have?
On its 990-PF for the year ended March 31, 2026 it reported revenue of $299,487, expenses of $297,186 and total assets of $3,052,116 at year end.

Other nonprofits in WARWICK

All nonprofits in WARWICK · Rhode Island