Skip to content
The Richard H and M Sheila Morse Charitable Trust C/O R H Morse Ttee at a glance

· Private foundation

The Richard H and M Sheila Morse Charitable Trust C/O R H Morse Ttee

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$120k
Granted FY2025still arriving
8
Grants FY2025still arriving
4
States reached
$50k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.

Religion$248kRecreation & Sports$101kEducation$68kArts & Culture$48kHealth$38kHousing & Shelter$28kEnvironment$9kYouth Development$500
02FY2025 · 8 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k5 grants · $12k
  • $10k–50k2 grants · $58k
  • $50k–250k1 grant · $50k
$5,000
Median grant
4
States reached
$5.0M
Total assets
Largest grants
RecipientAmount
DUXBURY YACHT CLUB CHARITABLE FOUNDATION$50,000
ST JOHN THE EVANGELIST CHURCH$47,750
BOWDOIN COLLEGE$10,000
HOME START INC$5,000
POWER FORWARD INC$3,000
DUXBURY BAY MARITIME SCHOOL$2,500
FORT TICONDEROGA ASSOCIATION$1,000
THE DEE WILLIAMS FREESTYLE FUND$500
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY20–25) land where the poverty rate runs at 10%, against an area that typically sits at 8%. 46% of its dollars go to grantees based in above-average-need neighborhoods. Its grants spread fairly evenly across need levels.

area typical 8%EASTERN NAZARENE COLLEGE: $1k → 7%SOUTH SHORE CONSERVATORY: $20k → 8%ESPERANZA ACADEMY: $500 → 10%BRIGHAM & WOMEN'S HOSPITAL: $5k → 16%THE DEE WILLIAMS FREESTYLE FUND: $500 → 7%FORT TICONDEROGA ASSOCIATION: $1k → 13%KILLINGTON MOUNTAIN SCHOOL: $50k → 12%BOWDOIN COLLEGE ALUMNI FUND: $13k → 7%SOUTH SHORE CONSERVATORY: $10k → 8%MAINE MARATHON BRIGHAM & WOMEN'S: $5k → 16%VERMONT ADAPTIVE SKI & SPORTS: $500 → 12%BOWDOIN COLLEGE: $11k → 7%SOUTH SHORE CONSERVATORY: $10k → 8%HOME START INC: $13k → 16%BOWDOIN COLLEGE: $10k → 7%WILDANDS TRUST: $500 → 8%MAINE MARATHON BRIGHAM & WOMEN'S: $5k → 16%BOWDOIN COLLEGE ALUMNI FUND: $10k → 7%POWER FORWARD: $5k → 8%HOME START INC: $7k → 16%BOWDOIN COLLEGE: $10k → 7%POWER FORWARD INC: $3k → 8%BRIGHAM & WOMEN'S HOSPITAL: $5k → 16%BOWDOIN COLLEGE ALUMNI FUND: $10k → 7%POWER FORWARD INC: $3k → 8%HOME START INC: $5k → 16%POWER FORWARD INC: $3k → 8%MAINE MARATHON BRIGHAM & WOMEN'S: $5k → 16%DUXBURY BAY MARITIME SCHOOL: $3k → 8%HOME START: $3k → 16%CROSSROADS FOR KIDS: $500 → 8%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

89%of every dollar goes to organizations it has funded before.
$482k · 12 repeat orgs$57k to everyone else

Grantees it renews have grown median revenue +44% since the first grant, against +38% for those funded once.

12 repeat relationships: 5 still active in FY2025, 7 since wound down; 3 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

12
6

Total granted

$482k
$53k

Median revenue growth · since first grant

+44%
+38%

Still filing today

50%
100%

New vs renewed · share of each year

In FY2025, 97% of grant dollars renewed an existing relationship; $4k went to new ones.

50%100%’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’20’21’22’23’24’25
EducationArts & CultureEnvironmentRecreation & SportsCommunity ImprovementHealthOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • BC
    Bowdoin College
    3× · 2023–2025 · $31k · revenue +27%
  • HI
    HomeStart Inc
    4× · 2020–2025 · $28k · revenue +41%
  • PF
    POWER FORWARD INC
    4× · 2021–2025 · $13k · revenue +290%

Funded once

  • KM
    KILLINGTON MOUNTAIN SCHOOL INC
    one grant, 2020 · $50k · revenue +8%
  • EN
    Eastern Nazarene College
    one grant, 2020 · $1k · revenue +2%
  • WT
    WILDLANDS TRUST INC
    one grant, 2021 · $500 · revenue -6%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
2
Northeast College of Health Sciences

Northeast college of health sciences (the college) is committed to academic excellence, leadership, and professional best practices in the health sciences.

Education
3
President and Trustees of Bates College

Bates is a college of the liberal arts and sciences, and is a coeducational, nonsectarian, residential college with special commitments to academic rigor, and to assuring in all of its efforts the dignity of each individual, and access to…

Education
4
Wentworth Institute of Technology Inc

Wentworth institute of technology is a nationally recognized private coeducational and residential university of higher education with a mission to empower, inspire and innovate through experiential learning with a core purpose of career…

Education
5
Dutchess Land Conservancy Inc

Dutchess land conservancy (dlc) is dedicated to preserving the scenic, agricultural and environmental resources of dutchess county, new york, and the surrounding area. dlc, as a private non-profit land conservation organization, carries…

Environment
6
Massachusetts Institute of Technology

The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.

Education
7
Wheaton College

Wheaton college provides a transformative liberal arts education, combining theory and practice, for intellectually curious students within a collaborative and vibrant extended community and network that values and strives to create an…

Education
8
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
9
Trustees of Dartmouth College

Dartmouth College educates the most promising students and prepares them for a lifetime of learning and of responsible leadership, through a faculty dedicated to teaching and the creation of knowledge.

Education
10
Saint Anselm College

Saint anselm is a catholic, benedictine college providing all of its students a distinctive liberal arts education that incorporates opportunities for professional and career preparation. it does so in a learning community that encourages…

Education
11
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

—
12
Massachusetts Higher Education Assistance Corporation

The organization's primary exempt purpose is to provide access to and conduct activities in furtherance of higher education.

—
How this is measured
The grantee most central to the portfolio’s shape is Duxbury Rural & Historical Society Inc; the most unlike its peers is Killington Mountain School Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

14 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 14 of the 21 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
5
Early backer (in before they grew)
14/14
Grantees still filing
12/14
Grew since first funded

Where the money sits, by cause and then by grantee

ST JOHN THE EVANGELIST: $190,000 · OtherST JOHN THE EVANGELISTST JOHN THE EVANGELIST CHURCH: $57,750 · OtherST JOHN THE EVANGELIST CHURCHDUXBURY YACHT CLUB CHARITABLE FOUNDATION: $50,250 · OtherDUXBURY YACHT CLUB CHARITABLE FOUNDATIONKILLINGTON MOUNTAIN SCHOOL INC: $50,000 · OtherKILLINGTON MOUNTAIN SCHOOL INCBOWDOIN COLLEGE ALUMNI FUND: $33,000 · OtherBOWDOIN COLLEGE ALUMNI FUNDMAINE MARATHON BRIGHAM & WOMEN'S: $14,998 · Other+2 more: $10,500 · OtherSOUTH SHORE CONSERVATORY OF MUSIC INC: $40,000 · Arts & CultureSOUTH SHO…DUXBURY RURAL & HISTORICAL SOCIETY INC: $6,550 · Arts & CultureDUXBURY R…+1 more: $1,000 · Arts & CultureBowdoin College: $30,500 · EducationDUXBURY BAY MARITIME SCHOOL INC: $2,500 · Education+2 more: $1,500 · EducationHomeStart Inc: $27,500 · Community ImprovementPOWER FORWARD INC: $13,000 · HealthDUXBURY BEACH RESERVATION INC: $8,500 · EnvironmentWILDLANDS TRUST INC: $500 · EnvironmentCROSSROADS FOR KIDS INC: $500 · Recreation & SportsVERMONT ADAPTIVE SKI AND SPORTS: $500 · Recreation & Sports
Other$406,498Arts & Culture$47,550Education$34,500Community Improvement$27,500Health$13,000Environment$9,000Recreation & Sports$1,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetKILLINGTON MOUNTAIN SCHOOL INC: $50,000 over 1y, 0.7% of budgetSOUTH SHORE CONSERVATORY OF MUSIC INC: $40,000 over 3y, 0.4% of budgetBowdoin College: $30,500 over 3y, 0.0% of budgetHomeStart Inc: $27,500 over 4y, 0.1% of budgetPOWER FORWARD INC: $13,000 over 4y, 2.6% of budgetDUXBURY BEACH RESERVATION INC: $8,500 over 5y, 0.2% of budgetDUXBURY RURAL & HISTORICAL SOCIETY INC: $6,550 over 2y, 0.8% of budgetEastern Nazarene College: $1,000 over 1y, 0.0% of budgetWILDLANDS TRUST INC: $500 over 1y, 0.0% of budgetCROSSROADS FOR KIDS INC: $500 over 1y, 0.0% of budgetESPERANZA ACADEMY INC: $500 over 1y, 0.0% of budgetVERMONT ADAPTIVE SKI AND SPORTS: $500 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Boston Foundation IncThe Rice Family Chari…Hoyt Charitable Found…Eastern Bank Foundati…The Bank of America C…Clifford Charitable F…The Safe Family Found…Rockland Trust Charit…Gs Donor Advised Phil…National Philanthropi…Morgan Stanley Global…Vanguard Charitable E…
Boston Foundation IncMA16.3× affinity6 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Boston Foundation Inc · The Rice Family Charitable Foundation · Hoyt Charitable Foundation F Sherman Hoyt & · Eastern Bank Foundation · The Bank of America Charitable Foundation Inc · Clifford Charitable Foundation Inc · The Safe Family Foundation 7549-Xxxxxx18003 · Rockland Trust Charitable Foundation Inc · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · National Philanthropic Trust · Morgan Stanley Global Impact Funding Trust Inc · Vanguard Charitable Endowment Program

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization The Richard H and M Sheila Morse Charitable Trust C/O R H Morse Ttee funds: left to right is the share of its income from government, bottom to top the share from The Richard H and M Sheila Morse Charitable Trust C/O R H Morse Ttee. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 40%0%1%3%5%funder's share of their income ↑0%13%25%38%50%share of the org’s income from government →median 5%
  • HomeStart Inc: 20% of income from government
  • Vermont Adaptive Ski and Sports: 11% of income from government
  • Wildlands Trust Inc: 5% of income from government
  • Duxbury Beach Reservation Inc: 3% of income from government
  • Crossroads for Kids Inc: 1% of income from government
  • Killington Mountain School Inc: 0% of income from government
no gov moneyreceives it· size = income
4get no government money at all
2report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–50%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 21 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Richard H and M Sheila Morse Charitable Trust C/O R H Morse Ttee’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home