Nonprofit · EIN 13-1600908
WILLIAM T MORRIS FOUNDATION INC
Tax-exempt · NAPLES, FL 34119
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $4,060,781 | $2,462,818 | $1,597,963 | $37,520,970 | $24,883 | $37,496,087 |
| June 30, 2025 | 990-PF | $2,243,297 | $2,378,643 | -$135,346 | $35,949,175 | $1,767 | $35,947,408 |
| June 30, 2024 | 990-PF | $1,619,680 | $2,378,411 | -$758,731 | $36,111,166 | $4,342 | $36,106,824 |
| June 30, 2023 | 990-PF | $1,000,260 | $2,432,272 | -$1,432,012 | $36,887,426 | $6,266 | $36,881,160 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $1,193,893
- Net gain from sales of assets
- $2,866,888
Expenses
- Grants and similar amounts paid
- $1,228,500
- Compensation of officers, directors and key employees
- $791,311
- Salaries, compensation and benefits (total)
- $52,222
- Disbursements for charitable purposes
- $1,947,648
- Excise tax on investment income
- $49,284
Balance sheet and other
- Total assets, start of year
- $35,949,175
- Total assets, end of year
- $37,520,970
- Total liabilities, end of year
- $24,883
- Net assets, end of year
- $37,496,087
- Fair market value of assets
- $44,174,723
- Qualifying distributions
- $1,947,648
- Net investment income
- $4,060,781
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BA AUGUST 9336 TULIPANO TERRACE, NAPLES, FL 34119 | PRESIDENT | 35 | $443,993 | $66,599 |
| J JOHNSTON 9336 TULIPANO TERRACE, NAPLES, FL 34119 | EXECUTIVE VP, TREASURER, D | 25 | $125,363 | $18,804 |
| P BARRETT 9336 TULIPANO TERRACE, NAPLES, FL 34119 | VICE PRES AND DIRECTOR | 5 | $38,523 | $0 |
| BA AUGUST 9336 TULIPANO TERRACE, NAPLES, FL 34119 | DIRECTOR | 5 | $38,523 | $0 |
| J JOHNSTON 9336 TULIPANO TERRACE, NAPLES, FL 34119 | DIRECTOR | 5 | $38,523 | $0 |
| S APRIL 9336 TULIPANO TERRACE, NAPLES, FL 34119 | DIRECTOR | 5 | $38,523 | $0 |
| R PATTI 9336 TULIPANO TERRACE, NAPLES, FL 34119 | VICE PRES/SECRETARY AND DI | 5 | $38,522 | $0 |
| S APRIL 9336 TULIPANO TERRACE, NAPLES, FL 34119 | VICE PRES AND DIRECTOR | 5 | $29,341 | $4,401 |
990-PF for the year ended June 30, 2025: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BA AUGUST 9336 TULIPANO TERRACE, NAPLES, FL 34119 | PRESIDENT | 35 | $437,863 | $65,679 |
| J JOHNSTON 9336 TULIPANO TERRACE, NAPLES, FL 34119 | EXECUTIVE VP, TREASURER, D | 25 | $123,632 | $18,545 |
| R PATTI 9336 TULIPANO TERRACE, NAPLES, FL 34119 | VICE PRES/SECRETARY AND DI | 5 | $37,991 | $0 |
| P BARRETT 9336 TULIPANO TERRACE, NAPLES, FL 34119 | VICE PRES AND DIRECTOR | 5 | $37,991 | $0 |
| BA AUGUST 9336 TULIPANO TERRACE, NAPLES, FL 34119 | DIRECTOR | 5 | $37,991 | $0 |
| J JOHNSTON 9336 TULIPANO TERRACE, NAPLES, FL 34119 | DIRECTOR | 5 | $37,991 | $0 |
| S APRIL 9336 TULIPANO TERRACE, NAPLES, FL 34119 | DIRECTOR | 5 | $37,991 | $0 |
| S APRIL 9336 TULIPANO TERRACE, NAPLES, FL 34119 | VICE PRES AND DIRECTOR | 5 | $28,935 | $4,340 |
990-PF for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BA AUGUST 9336 TULIPANO TERRACE, NAPLES, FL 34119 | PRESIDENT | 35 | $431,074 | $64,661 |
| J JOHNSTON 9336 TULIPANO TERRACE, NAPLES, FL 34119 | EXECUTIVE VP, TREASURER, D | 25 | $121,715 | $18,257 |
| R PATTI 9336 TULIPANO TERRACE, NAPLES, FL 34119 | VICE PRES/SECRETARY AND DI | 5 | $37,402 | $0 |
| P BARRETT 9336 TULIPANO TERRACE, NAPLES, FL 34119 | VICE PRES AND DIRECTOR | 5 | $37,402 | $0 |
| J JOHNSTON 9336 TULIPANO TERRACE, NAPLES, FL 34119 | DIRECTOR | 5 | $37,402 | $0 |
| S APRIL 9336 TULIPANO TERRACE, NAPLES, FL 34119 | DIRECTOR | 5 | $37,402 | $0 |
| BA AUGUST 9336 TULIPANO TERRACE, NAPLES, FL 34119 | DIRECTOR | 5 | $37,401 | $0 |
| S APRIL 9336 TULIPANO TERRACE, NAPLES, FL 34119 | VICE PRES AND DIRECTOR | 5 | $28,487 | $4,273 |
990-PF for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BA AUGUST 9336 TULIPANO TERRACE, NAPLES, FL 34119 | PRESIDENT | 35 | $477,321 | $53,045 |
| J JOHNSTON 9336 TULIPANO TERRACE, NAPLES, FL 34119 | EXECUTIVE VP, TREASURER, D | 25 | $119,799 | $17,970 |
| R PATTI 9336 TULIPANO TERRACE, NAPLES, FL 34119 | VICE PRES/SECRETARY AND DI | 5 | $36,813 | $0 |
| P BARRETT 9336 TULIPANO TERRACE, NAPLES, FL 34119 | VICE PRES AND DIRECTOR | 5 | $36,813 | $0 |
| BA AUGUST 9336 TULIPANO TERRACE, NAPLES, FL 34119 | DIRECTOR | 5 | $36,813 | $0 |
| J JOHNSTON 9336 TULIPANO TERRACE, NAPLES, FL 34119 | DIRECTOR | 5 | $36,813 | $0 |
| S APRIL 9336 TULIPANO TERRACE, NAPLES, FL 34119 | DIRECTOR | 5 | $36,813 | $0 |
| S APRIL 9336 TULIPANO TERRACE, NAPLES, FL 34119 | VICE PRES AND DIRECTOR | 5 | $28,034 | $4,206 |
Address and contacts
- Address (IRS master file)
- 9336 TULIPANO TER, NAPLES, FL 34119-2110
- Signed the 990-PF
- JEFFREY JOHNSTON, EXECUTIVE VP
- Phone
- (845) 359-2020
- Website
- WTMF.ORG
- Return prepared by
- DSJ ADVISORY GROUP LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-1600908
- 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
- 1944
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $35,949,175
- Income (IRS master file)
- $35,138,599
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $4,060,781 | $2,462,818 | $37,520,970 | XML |
| 990-PF | June 2025 | $2,243,297 | $2,378,643 | $35,949,175 | XML |
| 990-PF | June 2024 | $1,619,680 | $2,378,411 | $36,111,166 | IRS |
| 990-PF | June 2023 | $1,000,260 | $2,432,272 | $36,887,426 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 13-1600908).
Questions about WILLIAM T MORRIS FOUNDATION INC
- What is the EIN of WILLIAM T MORRIS FOUNDATION INC?
- The employer identification number (EIN) of WILLIAM T MORRIS FOUNDATION INC is 13-1600908.
- Is WILLIAM T MORRIS FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1944.
- Are donations to WILLIAM T MORRIS FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM T MORRIS FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM T MORRIS FOUNDATION INC due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM T MORRIS FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of WILLIAM T MORRIS FOUNDATION INC?
- The 990-PF for the year ended June 30, 2026 lists 8 people; 8 received compensation from the organization, the highest $443,993 (BA AUGUST, PRESIDENT).
- How much revenue does WILLIAM T MORRIS FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $4,060,781, expenses of $2,462,818 and total assets of $37,520,970 at year end.
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