Nonprofit · EIN 13-6115217
ELIZABETH MORSE GENIUS FOUNDATION
Tax-exempt · WINTER PARK, FL 32789
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $11,998,359 | $8,868,964 | $3,129,395 | $146,678,483 | $735,574 | $145,942,909 |
| December 31, 2024 | 990-PF | $9,023,944 | $9,044,301 | -$20,357 | $136,937,198 | $672,700 | $136,264,498 |
| December 31, 2023 | 990-PF | $7,823,076 | $9,229,910 | -$1,406,834 | $130,879,590 | $690,374 | $130,189,216 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $3,182,000
- Net rental income
- $1,310,907
- Net gain from sales of assets
- $5,269,336
- Other income
- $96,456
Expenses
- Grants and similar amounts paid
- $4,495,849
- Compensation of officers, directors and key employees
- $480,291
- Salaries, compensation and benefits (total)
- $637,048
- Disbursements for charitable purposes
- $6,352,499
- Excise tax on investment income
- $148,348
Balance sheet and other
- Total assets, start of year
- $136,937,198
- Total assets, end of year
- $146,678,483
- Total liabilities, end of year
- $735,574
- Net assets, end of year
- $145,942,909
- Fair market value of assets
- $169,530,521
- Qualifying distributions
- $6,383,186
- Net investment income
- $13,073,497
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DOUGLAS WOODMAN PO BOX 40, WINTER PARK, FL 32790 | EXECUTIVE VICE PRESIDENT & TREASURER | 35 | $223,931 | $55,233 |
| ROBERT JONES PO BOX 40, WINTER PARK, FL 32790 | BLDG MANAGER Highest-paid employee | 40 | $150,365 | $32,874 |
| COLLEEN O'BRIEN PO BOX 40, WINTER PARK, FL 32790 | ACCOUNTANT Highest-paid employee | 40 | $144,278 | $32,820 |
| BONNIE HUBBARD PO BOX 40, WINTER PARK, FL 32790 | SECRETARY | 40 | $137,725 | $31,827 |
| NANCY STEPHENS PO BOX 40, WINTER PARK, FL 32790 | ASSISTANT TREASURER | 20 | $118,635 | $40,761 |
| JACQUELINE KLANN PO BOX 40, WINTER PARK, FL 32790 | BLDG ASS'T MGR Highest-paid employee | 40 | $88,750 | $38,343 |
| JASON LIMPUS PO BOX 40, WINTER PARK, FL 32790 | MAINTENANCE Highest-paid employee | 40 | $88,350 | $55,931 |
| KEVIN CAMERON PO BOX 40, WINTER PARK, FL 32790 | MAINTENANCE Highest-paid employee | 40 | $68,630 | $38,964 |
| HAROLD WARD III PO BOX 40, WINTER PARK, FL 32790 | CHAIRMAN | 2 | $0 | $0 |
| RANDOLPH RUSH PO BOX 40, WINTER PARK, FL 32790 | PRESIDENT | 2 | $0 | $0 |
| RICHARD O BALDWIN JR PO BOX 40, WINTER PARK, FL 32790 | VICE PRESIDENT | 0.5 | $0 | $0 |
| MARY CHRISTIAN PO BOX 40, WINTER PARK, FL 32790 | TRUSTEE | 0.5 | $0 | $0 |
| R MICHAEL STRICKLAND PO BOX 40, WINTER PARK, FL 32790 | TRUSTEE | 0.5 | $0 | $0 |
990-PF for the year ended December 31, 2024: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DOUGLAS WOODMAN PO BOX 40, WINTER PARK, FL 32790 | EXECUTIVE VICE PRESIDENT & TREASURER | 35 | $210,749 | $40,591 |
| ROBERT JONES PO BOX 40, WINTER PARK, FL 32790 | BLDG MANAGER Highest-paid employee | 40 | $144,734 | $30,861 |
| COLLEEN O'BRIEN PO BOX 40, WINTER PARK, FL 32790 | ACCOUNTANT Highest-paid employee | 40 | $142,414 | $30,610 |
| BONNIE HUBBARD PO BOX 40, WINTER PARK, FL 32790 | SECRETARY | 40 | $132,645 | $29,764 |
| JACQUELINE KLANN PO BOX 40, WINTER PARK, FL 32790 | BLDG ASS'T MGR Highest-paid employee | 40 | $86,476 | $35,526 |
| JASON LIMPUS PO BOX 40, WINTER PARK, FL 32790 | MAINTENANCE Highest-paid employee | 40 | $84,833 | $51,933 |
| SUSAN STAVROS PO BOX 40, WINTER PARK, FL 32790 | ASSISTANT TREASURER (THRU 05/2024) | 35 | $84,576 | $13,216 |
| NANCY STEPHENS PO BOX 40, WINTER PARK, FL 32790 | ASSISTANT TREASURER (FROM 05/2024) | 20 | $75,736 | $17,782 |
| KEVIN CAMERON PO BOX 40, WINTER PARK, FL 32790 | MAINTENANCE Highest-paid employee | 40 | $66,592 | $35,958 |
| RICHARD STRAUSS PO BOX 40, WINTER PARK, FL 32790 | TRUSTEE | 0.1 | $28,000 | $0 |
| HAROLD WARD III PO BOX 40, WINTER PARK, FL 32790 | CHAIRMAN | 2 | $0 | $0 |
| RANDOLPH RUSH PO BOX 40, WINTER PARK, FL 32790 | PRESIDENT | 2 | $0 | $0 |
| RICHARD O BALDWIN JR PO BOX 40, WINTER PARK, FL 32790 | TRUSTEE | 0.5 | $0 | $0 |
| MARY CHRISTIAN PO BOX 40, WINTER PARK, FL 32790 | TRUSTEE | 0.5 | $0 | $0 |
| R MICHAEL STRICKLAND PO BOX 40, WINTER PARK, FL 32790 | TRUSTEE | 0.5 | $0 | $0 |
990-PF for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RICHARD STRAUSS - SEE STMT 20 PO BOX 40, WINTER PARK, FL 32790 | EVP & TREAS THRU 7/23, TRUSTEE 8/23 | 35 | $482,183 | $44,320 |
| SUSAN STAVROS PO BOX 40, WINTER PARK, FL 32790 | ASSISTANT TREASURER | 35 | $172,178 | $31,254 |
| ROBERT JONES PO BOX 40, WINTER PARK, FL 32790 | BLDG MANAGER Highest-paid employee | 40 | $152,503 | $28,934 |
| COLLEEN O'BRIEN PO BOX 40, WINTER PARK, FL 32790 | ACCOUNTANT Highest-paid employee | 40 | $146,555 | $29,048 |
| BONNIE HUBBARD PO BOX 40, WINTER PARK, FL 32790 | SECRETARY | 40 | $130,168 | $27,693 |
| DOUGLAS WOODMAN PO BOX 40, WINTER PARK, FL 32790 | EXEC VICE PRES & TREASURER AS OF 8/23 | 35 | $119,856 | $13,222 |
| JASON LIMPUS PO BOX 40, WINTER PARK, FL 32790 | MAINTENANCE Highest-paid employee | 40 | $85,874 | $50,939 |
| JACQUELINE KLANN PO BOX 40, WINTER PARK, FL 32790 | BLDG ASS'T MGR Highest-paid employee | 40 | $82,176 | $34,919 |
| JUAN JIMENEZ PO BOX 40, WINTER PARK, FL 32790 | MAINTENANCE Highest-paid employee | 40 | $65,560 | $22,711 |
| HAROLD WARD III PO BOX 40, WINTER PARK, FL 32790 | CHAIRMAN | 2 | $0 | $0 |
| RANDOLPH RUSH PO BOX 40, WINTER PARK, FL 32790 | PRESIDENT | 2 | $0 | $0 |
| MARY CHRISTIAN PO BOX 40, WINTER PARK, FL 32790 | TRUSTEE | 0.5 | $0 | $0 |
| R MICHAEL STRICKLAND PO BOX 40, WINTER PARK, FL 32790 | TRUSTEE | 0.5 | $0 | $0 |
| RICHARD O BALDWIN JR PO BOX 40, WINTER PARK, FL 32790 | TRUSTEE | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 329 N PARK AVE STE 329, WINTER PARK, FL 32789-7407
- Signed the 990-PF
- DOUGLAS WOODMAN, EXEC V/P & TREASURER
- Phone
- (407) 644-0555
- Website
- WWW.GENIUSFOUNDATION.ORG
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-6115217
- 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
- 1959
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $146,678,483
- Income (IRS master file)
- $32,450,605
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $11,998,359 | $8,868,964 | $146,678,483 | XML |
| 990-PF | December 2024 | $9,023,944 | $9,044,301 | $136,937,198 | IRS |
| 990-PF | December 2023 | $7,823,076 | $9,229,910 | $130,879,590 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 13-6115217).
Questions about ELIZABETH MORSE GENIUS FOUNDATION
- What is the EIN of ELIZABETH MORSE GENIUS FOUNDATION?
- The employer identification number (EIN) of ELIZABETH MORSE GENIUS FOUNDATION is 13-6115217.
- Is ELIZABETH MORSE GENIUS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1959.
- Are donations to ELIZABETH MORSE GENIUS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ELIZABETH MORSE GENIUS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ELIZABETH MORSE GENIUS FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ELIZABETH MORSE GENIUS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ELIZABETH MORSE GENIUS FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 13 people; 8 received compensation from the organization, the highest $223,931 (DOUGLAS WOODMAN, EXECUTIVE VICE PRESIDENT & TREASURER).
- How much revenue does ELIZABETH MORSE GENIUS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $11,998,359, expenses of $8,868,964 and total assets of $146,678,483 at year end.
Other nonprofits in WINTER PARK
- ROLLINS COLLEGE EIN 59-0624440 · last filed 990 for 2025
- MAYFLOWER RETIREMENT CENTER INC EIN 59-2617174 · last filed 990 for 2025
- SEFIROT FOUNDATION INC EIN 99-3311604 · last filed 990-PF for 2025
- ANC HEALTHCARE INC EIN 58-1450888 · last filed 990 for 2025
- COMMUNITY SUPPORTS INC EIN 59-3507238 · last filed 990 for 2024
- HOPE AND HELP CENTER OF CENTRAL FLORIDA INC EIN 59-2872225 · last filed 990 for 2025
- FLORIDA BANKERS HEALTH CONSORTIUM INC EIN 82-2427358 · last filed 990 for 2025
- EDYTH BUSH CHARITABLE FOUNDATION INC EIN 23-7318041 · last filed 990-PF for 2025