Nonprofit · EIN 65-0540242
HAROLD M AND MARY B MORRIS CHARITABLE FOUNDATION INC
Tax-exempt · AVENTURA, FL 33180
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $56,162 | $45,449 | $10,713 | $612,219 | $0 | $612,219 |
| December 31, 2023 | 990-PF | $18,339 | $32,130 | -$13,791 | $601,506 | $0 | $601,506 |
| December 31, 2022 | 990-PF | $20,079 | $37,010 | -$16,931 | $615,297 | $0 | $615,297 |
| December 31, 2021 | 990-PF | $25,434 | $35,214 | -$9,780 | $632,228 | $0 | $632,228 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $16,004
- Interest
- $78
- Net gain from sales of assets
- $40,080
Expenses
- Grants and similar amounts paid
- $33,215
- Disbursements for charitable purposes
- $39,332
- Excise tax on investment income
- $696
Balance sheet and other
- Total assets, start of year
- $601,506
- Total assets, end of year
- $612,219
- Total liabilities, end of year
- $0
- Net assets, end of year
- $612,219
- Fair market value of assets
- $657,577
- Qualifying distributions
- $39,332
- Net investment income
- $56,162
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Arleen J Shabel 21200 Point East 2501, Aventura, FL 33180 | Director | 0 | $0 |
| Barry N Morris 1109 Marine Way East L2R, North Palm Beach, FL 33408 | Director | 0 | $0 |
| Craig H Morris 7126 E Osborn Rd Unit 1027, Scottsdale, AZ 85251 | Director | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Arleen J Shabel 21200 Point East 2501, Aventura, FL 33180 | Director | 0 | $0 |
| Barry N Morris 1109 Marine Way East L2R, North Palm Beach, FL 33408 | Director | 0 | $0 |
| Craig H Morris 7126 E Osborn Rd Unit 1027, Scottsdale, AZ 85251 | Director | 0 | $0 |
990-PF for the year ended December 31, 2022: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Arleen J Shabel 21200 Point East 2501, Aventura, FL 33180 | Director | 0 | $0 |
| Barry N Morris 1109 Marine Way East L2R, North Palm Beach, FL 33408 | Director | 0 | $0 |
| Craig H Morris 7126 E Osborn Rd Unit 1027, Scottsdale, AZ 85251 | Director | 0 | $0 |
990-PF for the year ended December 31, 2021: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Arleen J Shabel 21200 Point East 2501, Aventura, FL 33180 | Director | 0 | $0 |
| Barry N Morris 1109 Marine Way East L2R, North Palm Beach, FL 33408 | Director | 0 | $0 |
| Craig H Morris 3015 N Scottsdale Rd Unit 3103, Scottsdale, AZ 85251 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 21200 NE 38TH AVE APT 2501, AVENTURA, FL 33180-3862
- In care of
- % BDO USA LLP
- Signed the 990-PF
- Arleen J Shabel, Director
- Phone
- (954) 457-7355
- Return prepared by
- AlphaTrust Advisors
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 | Not 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
- 65-0540242
- 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
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $612,219
- Income (IRS master file)
- $201,088
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $56,162 | $45,449 | $612,219 | IRS |
| 990-PF | December 2023 | $18,339 | $32,130 | $601,506 | XML |
| 990-PF | December 2022 | $20,079 | $37,010 | $615,297 | XML |
| 990-PF | December 2021 | $25,434 | $35,214 | $632,228 | XML |
| 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 65-0540242).
Questions about HAROLD M AND MARY B MORRIS CHARITABLE FOUNDATION INC
- What is the EIN of HAROLD M AND MARY B MORRIS CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of HAROLD M AND MARY B MORRIS CHARITABLE FOUNDATION INC is 65-0540242.
- Is HAROLD M AND MARY B MORRIS CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to HAROLD M AND MARY B MORRIS CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HAROLD M AND MARY B MORRIS CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HAROLD M AND MARY B MORRIS CHARITABLE FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HAROLD M AND MARY B MORRIS CHARITABLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of HAROLD M AND MARY B MORRIS CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does HAROLD M AND MARY B MORRIS CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $56,162, expenses of $45,449 and total assets of $612,219 at year end.
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