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Nonprofit · EIN 59-1659392

CHARLES HOSMER MORSE FOUNDATION INC

Tax-exempt · WINTER PARK, FL 32789

Financials

$6.9M$6M2023$4.9M$5.9M2024$6M$6M2025
Revenue Expenses · by fiscal year end
Financials of CHARLES HOSMER MORSE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$6,000,547$6,012,743-$12,196$61,692,355$387,354$61,305,001
December 31, 2024990-PF$4,865,075$5,884,245-$1,019,170$58,534,286$462,407$58,071,879
December 31, 2023990-PF$6,878,309$5,950,565$927,744$56,312,329$351,058$55,961,271
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$2,784,624
Dividends
$726,152
Interest
$5,509
Net rental income
$45,929
Net gain from sales of assets
$1,432,884
Other income
$509,852

Expenses

Grants and similar amounts paid
$63,500
Compensation of officers, directors and key employees
$221,101
Salaries, compensation and benefits (total)
$1,706,017
Disbursements for charitable purposes
$4,636,096
Excise tax on investment income
$31,703

Balance sheet and other

Total assets, start of year
$58,534,286
Total assets, end of year
$61,692,355
Total liabilities, end of year
$387,354
Net assets, end of year
$61,305,001
Fair market value of assets
$95,922,693
Qualifying distributions
$5,247,816
Net investment income
$2,420,808

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.

NameTitleHours / weekCompensationOther / benefits
JENNIFER THALHEIMER
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
MUSEUM DIRECTOR40$221,101$69,894
BETSY PETERS
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
DIRECTOR OF PROGRAMS
Highest-paid employee
40$211,517$54,326
WILLIAM T MOBLEY
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
BUILDING MANAGER
Highest-paid employee
40$135,339$44,242
AVA MAXWELL
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
RETAIL MANAGER
Highest-paid employee
40$97,571$41,841
APRIL BROWN
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
VISITOR SERVICES MAN
Highest-paid employee
40$74,231$24,821
KRIS STEELE
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
OPERATIONS MANAGER
Highest-paid employee
40$74,118$52,998
HAROLD WARD III
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
CHAIRMAN2$0$0
RANDOLPH J RUSH
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
PRESIDENT2$0$0
DOUGLAS A WOODMAN
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
EXEC VP/TREASURER5$0$0
CHARLES OGDEN
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
VICE PRESIDENT1$0$0
LEILA TRISMEN
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
SECRETARY1$0$0
NANCY STEPHENS
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
ASST. TREASURER20$0$0
BONNIE HUBBARD
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
ASST. SECRETARY1$0$0
ALICE C FRELINGHUYSEN
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
TRUSTEE1$0$0
SUSAN MCKEAN
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
TRUSTEE1$0$0
2 more people on this return
NameTitleHours / weekCompensation
ANN SAURMAN
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
TRUSTEE1$0
THEODORE E STEBBINS JR
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 18 people
NameTitleHours / weekCompensationOther / benefits
JENNIFER THALHEIMER
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
MUSEUM DIRECTOR40$214,805$63,261
BETSY PETERS
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
DIRECTOR OF PROGRAMS
Highest-paid employee
40$204,502$50,348
WILLIAM T MOBLEY
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
BUILDING MANAGER
Highest-paid employee
40$128,061$40,948
AVA MAXWELL
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
RETAIL MANAGER
Highest-paid employee
40$94,316$38,963
APRIL BROWN
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
VISITOR SERVICES MAN
Highest-paid employee
40$72,308$23,329
KRIS STEELE
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
OPERATIONS MANAGER
Highest-paid employee
40$70,568$48,455
HAROLD WARD III
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
CHAIRMAN2$0$0
RANDOLPH J RUSH
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
PRESIDENT2$0$0
DOUGLAS A WOODMAN
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
EXEC VP/TREASURER5$0$0
CHARLES OGDEN
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
VICE PRESIDENT1$0$0
LEILA TRISMEN
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
SECRETARY1$0$0
SUSAN STAVROS
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
ASST. TREASURER (THRU 5/2024)5$0$0
NANCY STEPHENS
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
ASST. TREASURER (FROM 5/2024)20$0$0
BONNIE HUBBARD
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
ASST. SECRETARY1$0$0
ALICE C FRELINGHUYSEN
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
TRUSTEE1$0$0
SUSAN MCKEAN
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
TRUSTEE1$0$0
ANN SAURMAN
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
TRUSTEE1$0$0
THEODORE E STEBBINS JR
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
TRUSTEE1$0$0
990-PF for the year ended December 31, 2023: 21 people
NameTitleHours / weekCompensationOther / benefits
JENNIFER THALHEIMER
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
MUSEUM DIRECTOR AS OF 03/2340$190,374$58,814
BETSY PETERS
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
DIRECTOR OF PROGRAMS
Highest-paid employee
40$176,922$46,892
WILLIAM T MOBLEY
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
BUILDING MANAGER
Highest-paid employee
40$117,429$39,338
AVA MAXWELL
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
RETAIL MANAGER
Highest-paid employee
40$84,328$37,689
GRACE MAZANEK
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
EXECUTIVE ASSISTANT
Highest-paid employee
40$81,848$24,406
APRIL BROWN
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
VISITOR SERVICES MAN
Highest-paid employee
40$68,944$22,777
DR LAURENCE RUGGIERO - SEE STMT 19
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
MUSEUM DIRECTOR THROUGH 02/2340$55,868$14,128
HAROLD WARD III
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
CHAIRMAN2$0$0
RANDOLPH J RUSH
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
PRESIDENT2$0$0
DOUGLAS A WOODMAN
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
EXEC VP/TREASURER AS OF 11/2315$0$0
CHARLES OGDEN
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
VICE PRESIDENT1$0$0
LEILA TRISMEN
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
SECRETARY1$0$0
SUSAN STAVROS
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
ASST. TREASURER5$0$0
BONNIE HUBBARD
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
ASST. SECRETARY1$0$0
RICHARD STRAUSS
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
TRUSTEE1$0$0
SUSAN MCKEAN
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
TRUSTEE1$0$0
SANDRA OGDEN
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
TRUSTEE1$0$0
ANN SAURMAN
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
TRUSTEE1$0$0
DR LEWIS SHARP
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
TRUSTEE THROUGH 08/231$0$0
THEODORE E STEBBINS JR
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
TRUSTEE1$0$0
ALICE C FRELINGHUYSEN
329 N PARK AVE SUITE 329, WINTER PARK, FL 32789
TRUSTEE AS OF 05/231$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 VP/TREASURER
Phone
(407) 644-0555
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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
59-1659392
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
1976
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$61,692,355
Income (IRS master file)
$17,000,176

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$6,000,547$6,012,743$61,692,355XML
990-PFDecember 2024$4,865,075$5,884,245$58,534,286IRS
990-PFDecember 2023$6,878,309$5,950,565$56,312,329XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 59-1659392).

Questions about CHARLES HOSMER MORSE FOUNDATION INC

What is the EIN of CHARLES HOSMER MORSE FOUNDATION INC?
The employer identification number (EIN) of CHARLES HOSMER MORSE FOUNDATION INC is 59-1659392.
Is CHARLES HOSMER MORSE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
Are donations to CHARLES HOSMER MORSE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does CHARLES HOSMER MORSE FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of CHARLES HOSMER MORSE FOUNDATION INC 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 CHARLES HOSMER MORSE FOUNDATION INC 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 CHARLES HOSMER MORSE FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 17 people; 6 received compensation from the organization, the highest $221,101 (JENNIFER THALHEIMER, MUSEUM DIRECTOR).
How much revenue does CHARLES HOSMER MORSE FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $6,000,547, expenses of $6,012,743 and total assets of $61,692,355 at year end.

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