Nonprofit · EIN 04-3371156
THE MORSE CHARITABLE TRUST
Tax-exempt · BOSTON, MA 02109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,698,311 | $133,531 | $1,564,780 | $5,013,257 | $0 | $5,013,257 |
| December 31, 2024 | 990-PF | $1,038,651 | $45,642 | $993,009 | $2,642,609 | $0 | $2,642,609 |
| December 31, 2023 | 990-PF | $52,373 | $77,283 | -$24,910 | $1,565,408 | $0 | $1,565,408 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,645,502
- Dividends
- $62,960
- Interest
- $5,426
- Net gain from sales of assets
- -$23,684
- Other income
- $8,107
Expenses
- Grants and similar amounts paid
- $119,750
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $122,560
- Excise tax on investment income
- $7,102
Balance sheet and other
- Total assets, start of year
- $2,642,609
- Total assets, end of year
- $5,013,257
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,013,257
- Fair market value of assets
- $5,013,257
- Qualifying distributions
- $122,560
- Net investment income
- $522,085
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 |
|---|---|---|---|
| RICHARD H MORSE 251 WASHINGTON STREET, DUXBURY, MA 02332 | TRUSTEE | 0.5 | $0 |
| RICHARD T MORSE 2 BRIGHTFIELD LANE, WESTPORT, CT 06880 | TRUSTEE | 0.25 | $0 |
| MICHAEL G MORSE PO BOX 681247, PARK CITY, UT 84068 | TRUSTEE | 0.25 | $0 |
| M SHEILA MORSE 251 WASHINGTON STREET, DUXBURY, MA 02332 | TRUSTEE | 0 | $0 |
| MICHAEL L BROWN 5 MILL STREET, MANCHESTERBYTHESEA, MA 01944 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD H MORSE 251 WASHINGTON STREET, DUXBURY, MA 02332 | TRUSTEE | 0.5 | $0 |
| RICHARD T MORSE 2 BRIGHTFIELD LANE, WESTPORT, CT 06880 | TRUSTEE | 0.25 | $0 |
| MICHAEL G MORSE PO BOX 681247, PARK CITY, UT 84068 | TRUSTEE | 0.25 | $0 |
| M SHEILA MORSE 251 WASHINGTON STREET, DUXBURY, MA 02332 | TRUSTEE | 0 | $0 |
| MICHAEL L BROWN 5 MILL STREET, MANCHESTERBYTHESEA, MA 01944 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD H MORSE 251 WASHINGTON STREET, DUXBURY, MA 02332 | TRUSTEE | 0.5 | $0 |
| RICHARD T MORSE 2 BRIGHTFIELD LANE, WESTPORT, CT 06880 | TRUSTEE | 0.25 | $0 |
| MICHAEL G MORSE PO BOX 681247, PARK CITY, UT 84068 | TRUSTEE | 0.25 | $0 |
| M SHEILA MORSE 251 WASHINGTON STREET, DUXBURY, MA 02332 | TRUSTEE | 0 | $0 |
| MICHAEL L BROWN 5 MILL STREET, MANCHESTERBYTHESEA, MA 01944 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 255 STATE STREET 6TH FL, BOSTON, MA 02109-2617
- In care of
- % RH MORSE TTEE
- Signed the 990-PF
- RICHARD H MORSE, TRUSTEE
- Phone
- (617) 338-8108
- Return prepared by
- EAG NEW ENGLAND 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
- 04-3371156
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30Z)
- Assets (IRS master file)
- $5,013,257
- Income (IRS master file)
- $2,366,458
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,698,311 | $133,531 | $5,013,257 | IRS |
| 990-PF | December 2024 | $1,038,651 | $45,642 | $2,642,609 | XML |
| 990-PF | December 2023 | $52,373 | $77,283 | $1,565,408 | 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 04-3371156).
Questions about THE MORSE CHARITABLE TRUST
- What is the EIN of THE MORSE CHARITABLE TRUST?
- The employer identification number (EIN) of THE MORSE CHARITABLE TRUST is 04-3371156.
- Is THE MORSE CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to THE MORSE CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE MORSE CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE MORSE CHARITABLE TRUST 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 THE MORSE CHARITABLE TRUST 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 THE MORSE CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does THE MORSE CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,698,311, expenses of $133,531 and total assets of $5,013,257 at year end.
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