Nonprofit · EIN 76-0632523
JOELLA AND STEWART MORRIS FOUNDATION
Tax-exempt · HOUSTON, TX 77007
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $3,162,674 | $2,810,993 | $351,681 | $7,748,192 | $0 | $7,748,192 |
| December 31, 2023 | 990 | $2,747,066 | $2,513,987 | $233,079 | $7,396,511 | $0 | $7,396,511 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,200,000
- Program service revenue
- $0
- Investment income
- $962,674
- Net gain from sales of assets
- $526,295
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $2,680,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $12,659
- Accounting fees
- $7,870
- Occupancy
- $12,000
- Program services (functional)
- $2,680,000
- Management and general (functional)
- $130,993
Balance sheet and other
- Total assets, start of year
- $7,396,511
- Total assets, end of year
- $7,748,192
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,748,192
- Publicly traded securities
- $5,654,622
- Gross receipts
- $6,079,203
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2000
- State of legal domicile
- TX
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARCHIE DUNHAM | TRUSTEE Trustee or director | 0.12 | $0 |
| GLENN CLEMENTS JR | TRUSTEE AND CHAIRMAN Trustee or director, Officer | 0.25 | $0 |
| CARALISA SIMON | TRUSTEE AND PRESIDENT Trustee or director, Officer | 0.25 | $0 |
| CARLOTTA COFFMAN | TRUSTEE AND SECRETARY Trustee or director, Officer | 0.25 | $0 |
| MARY CURRIN | TRUSTEE Trustee or director | 0.12 | $0 |
| ANNE NEESON | TRUSTEE Trustee or director | 0.12 | $0 |
| ELEANOR BARTON | TRUSTEE Trustee or director | 0.12 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARCHIE DUNHAM | TRUSTEE Trustee or director | 0.12 | $0 |
| STANLEY WILLIAMS | TRUSTEE Trustee or director | 0.12 | $0 |
| STEWART MORRIS | TRUSTEE AND CHAIRMAN Trustee or director, Officer | 0.25 | $0 |
| CARALISA SIMON | TRUSTEE AND PRESIDENT Trustee or director, Officer | 0.25 | $0 |
| CARLOTTA COFFMAN | TRUSTEE AND SECRETARY Trustee or director, Officer | 0.25 | $0 |
| MARY CURRIN | TRUSTEE Trustee or director | 0.12 | $0 |
| ANN NEESON | TRUSTEE Trustee or director | 0.12 | $0 |
| GLENN CLEMENTS JR | CHIEF FINANCIAL OFFICER Officer | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 601 SAWYER ST STE 660, HOUSTON, TX 77007-7559
- In care of
- % LISA SIMON
- Principal officer (990 for 2024)
- CARALISA SIMON, 601 SAWYER STREET 660, HOUSTON, TX 77007
- Signed the 990
- CARALISA SIMON, TRUSTEE & PRESIDENT
- Phone
- (713) 515-1930
- Return prepared by
- CHRISTINE N HEISLER
Mission
RECEIVE AND MAINTAIN FUNDS TO PROVIDE SUPPORT TO EXEMPT ORGANIZATIONS UNDER IRC SEC 501(C)(3).
Program accomplishments
- WITH FUNDS AND INCOME FROM SECURITIES HELD BY THIS ORGANIZATION, GIFTS TO FOUR SUPPORTED 501(C)(3) EXEMPT ORGANIZATIONS WERE MADE DURING THE YEAR.Expenses $2,680,000 · grants $2,680,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 76-0632523
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $7,748,192
- Income (IRS master file)
- $6,079,203
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $3,162,674 | $2,810,993 | $7,748,192 | XML |
| 990 | December 2023 | $2,747,066 | $2,513,987 | $7,396,511 | XML |
| 990 | December 2022 | $2,185,889 | $2,816,529 | $7,163,432 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | 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 76-0632523).
Questions about JOELLA AND STEWART MORRIS FOUNDATION
- What is the EIN of JOELLA AND STEWART MORRIS FOUNDATION?
- The employer identification number (EIN) of JOELLA AND STEWART MORRIS FOUNDATION is 76-0632523.
- Is JOELLA AND STEWART MORRIS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to JOELLA AND STEWART MORRIS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does JOELLA AND STEWART MORRIS FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of JOELLA AND STEWART MORRIS FOUNDATION 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 JOELLA AND STEWART MORRIS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of JOELLA AND STEWART MORRIS FOUNDATION?
- The 990 for the year ended December 31, 2024 names CARALISA SIMON.
- Who are the officers and directors of JOELLA AND STEWART MORRIS FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does JOELLA AND STEWART MORRIS FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $3,162,674, expenses of $2,810,993 and total assets of $7,748,192 at year end.
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