Nonprofit · EIN 27-4723253
NM MORRIS FAMILY FOUNDATION
Tax-exempt · BEDFORD, NY 10506
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $218,250 | $348,134 | -$129,884 | $6,889,484 | $0 | $6,889,484 |
| December 31, 2024 | 990-PF | $377,424 | $319,874 | $57,550 | $7,019,368 | $0 | $7,019,368 |
| December 31, 2023 | 990-PF | $357,865 | $340,657 | $17,208 | $6,961,818 | $0 | $6,961,818 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $1,062
- Interest
- $394,232
- Net gain from sales of assets
- -$177,044
Expenses
- Grants and similar amounts paid
- $293,053
- Compensation of officers, directors and key employees
- $50,000
- Disbursements for charitable purposes
- $293,053
- Excise tax on investment income
- $5,495
Balance sheet and other
- Total assets, start of year
- $7,019,368
- Total assets, end of year
- $6,889,484
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,889,484
- Qualifying distributions
- $348,135
- Net investment income
- $395,294
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 |
|---|---|---|---|
| WENDY AGLIETTI 9 RUSTLING LANE, BEDFORD, NY 10506 | Treasurer | 0 | $50,000 |
| KENNETH LUBIN 3236 KATSO RANCH RD, VAIL, CO 81657 | President | 0 | $0 |
| CAROL HUNDERT 121 SINCLAIR LN, SNOWMASS VILLAGE, CO 81615 | Vice President | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WENDY AGLIETTI 9 RUSTLING LANE, BEDFORD, NY 10506 | Treasurer | 0 | $30,000 |
| KENNETH LUBIN 3236 KATSO RANCH RD, VAIL, CO 81657 | President | 0 | $0 |
| CAROL HUNDERT 121 SINCLAIR LN, SNOWMASS VILLAGE, CO 81615 | Vice President | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WENDY AGLIETTI 9 RUSTLING LANE, BEDFORD, NY 10506 | Treasurer | 0 | $30,000 |
| KENNETH LUBIN 3236 KATSO RANCH RD, VAIL, CO 81657 | President | 0 | $0 |
| CAROL HUNDERT 121 SINCLAIR LN, SNOWMASS VILLAGE, CO 81615 | Vice President | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 9 RUSTLING LN, BEDFORD, NY 10506-1815
- In care of
- % WENDY AGLIETTI
- Signed the 990-PF
- WENDY AGLIETTI, Treasurer
- Phone
- (914) 234-0511
- Return prepared by
- J L Hollis & Associates 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
- 27-4723253
- 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
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $6,889,484
- Income (IRS master file)
- $682,907
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $218,250 | $348,134 | $6,889,484 | IRS |
| 990-PF | December 2024 | $377,424 | $319,874 | $7,019,368 | IRS |
| 990-PF | December 2023 | $357,865 | $340,657 | $6,961,818 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 27-4723253).
Questions about NM MORRIS FAMILY FOUNDATION
- What is the EIN of NM MORRIS FAMILY FOUNDATION?
- The employer identification number (EIN) of NM MORRIS FAMILY FOUNDATION is 27-4723253.
- Is NM MORRIS FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to NM MORRIS FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NM MORRIS FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NM MORRIS FAMILY 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 NM MORRIS FAMILY 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 NM MORRIS FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $50,000 (WENDY AGLIETTI, Treasurer).
- How much revenue does NM MORRIS FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $218,250, expenses of $348,134 and total assets of $6,889,484 at year end.
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