Nonprofit · EIN 95-4549063
CLAIRE AND THEODORE MORSE FOUNDATION
Also known as STINEHART WILLIAM JR
Tax-exempt · LOS ANGELES, CA 90069
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $175,972 | $204,829 | -$28,857 | $2,203,120 | $0 | $2,203,120 |
| September 30, 2024 | 990-PF | $164,461 | $192,466 | -$28,005 | $2,231,977 | $0 | $2,231,977 |
| September 30, 2023 | 990-PF | $64,540 | $201,293 | -$136,753 | $2,259,982 | $0 | $2,259,982 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $51,437
- Interest
- $891
- Net gain from sales of assets
- $123,644
Expenses
- Grants and similar amounts paid
- $151,500
- Compensation of officers, directors and key employees
- $15,000
- Disbursements for charitable purposes
- $181,562
- Excise tax on investment income
- $2,123
Balance sheet and other
- Total assets, start of year
- $2,231,977
- Total assets, end of year
- $2,203,120
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,203,120
- Fair market value of assets
- $3,874,952
- Qualifying distributions
- $181,562
- Net investment income
- $175,972
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DENNIS A ROACH 9200 SUNSET BLVD SUITE 525, LOS ANGELES, CA 90069 | PRESIDENT/DIRECTOR | 1 | $15,000 |
| JILL J ROACH 9200 SUNSET BLVD SUITE 525, LOS ANGELES, CA 90069 | SECRETARY/CFO/DIRECTOR | 1 | $0 |
| ALEXIS ROACH 9200 SUNSET BLVD SUITE 525, LOS ANGELES, CA 90069 | DIRECTOR | 1 | $0 |
| STEPHANIE ROACH 9200 SUNSET BLVD SUITE 525, LOS ANGELES, CA 90069 | DIRECTOR | 1 | $0 |
| JUSTINE ROACH 9200 SUNSET BLVD SUITE 525, LOS ANGELES, CA 90069 | DIRECTOR | 1 | $0 |
990-PF for the year ended September 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DENNIS A ROACH 9200 SUNSET BLVD SUITE 525, LOS ANGELES, CA 90069 | PRESIDENT/DIRECTOR | 1 | $15,000 |
| JILL J ROACH 9200 SUNSET BLVD SUITE 525, LOS ANGELES, CA 90069 | SECRETARY/CFO/DIRECTOR | 1 | $0 |
| ALEXIS ROACH 9200 SUNSET BLVD SUITE 525, LOS ANGELES, CA 90069 | DIRECTOR | 1 | $0 |
| STEPHANIE ROACH 9200 SUNSET BLVD SUITE 525, LOS ANGELES, CA 90069 | DIRECTOR | 1 | $0 |
990-PF for the year ended September 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DENNIS ROACH 9200 SUNSET BLVD SUITE 525, LOS ANGELES, CA 90069 | DIRECTOR/PRES/SECRETARY/CFO | 1 | $15,000 |
| JILL ROACH 9200 SUNSET BLVD SUITE 525, LOS ANGELES, CA 90069 | DIRECTOR | 0 | $0 |
| ALEXIS ROACH 9200 SUNSET BLVD SUITE 525, LOS ANGELES, CA 90069 | DIRECTOR | 0 | $0 |
| STEPHANIE ROACH 9200 SUNSET BLVD SUITE 525, LOS ANGELES, CA 90069 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 9200 W SUNSET BLVD STE 525, LOS ANGELES, CA 90069-3507
- In care of
- % DENNIS A ROACH
- Signed the 990-PF
- DENNIS A ROACH, PRESIDENT & DIRECTOR
- Phone
- (310) 859-1800
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4549063 or by the name CLAIRE AND THEODORE MORSE FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 95-4549063
- 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
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99Z)
- Assets (IRS master file)
- $2,203,120
- Income (IRS master file)
- $821,186
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $175,972 | $204,829 | $2,203,120 | IRS |
| 990-PF | September 2024 | $164,461 | $192,466 | $2,231,977 | XML |
| 990-PF | September 2023 | $64,540 | $201,293 | $2,259,982 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 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 95-4549063).
Questions about CLAIRE AND THEODORE MORSE FOUNDATION
- What is the EIN of CLAIRE AND THEODORE MORSE FOUNDATION?
- The employer identification number (EIN) of CLAIRE AND THEODORE MORSE FOUNDATION is 95-4549063.
- Is CLAIRE AND THEODORE MORSE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to CLAIRE AND THEODORE MORSE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CLAIRE AND THEODORE MORSE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CLAIRE AND THEODORE MORSE FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CLAIRE AND THEODORE MORSE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of CLAIRE AND THEODORE MORSE FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 5 people; 1 received compensation from the organization, the highest $15,000 (DENNIS A ROACH, PRESIDENT/DIRECTOR).
- How much revenue does CLAIRE AND THEODORE MORSE FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $175,972, expenses of $204,829 and total assets of $2,203,120 at year end.
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