DFX Intelligence

Data Factory

Elizabeth Morse Genius Foundation

Foundation on the family office graph

Search this name across graphsid dfx:fo:ffa20253-1651-4c4c-a8a0-777ea7864ac8

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 20, 2026, 8:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 12
On other graphs: 1
Observed: n/a to n/a

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Elizabeth Morse Genius Foundation

Allocator · shared ein

Relationships

Invested in (4)

→ AG Mortgage Value Participation Fund 871,112.688 ShsFundholds
factForm 990-PF
→ Deltroit Directional Opportunities Feeder Fund 1,322,442.430 ShsFundholds
factForm 990-PF
→ Hedge Fund Guided Portfolio Solution 6,789.870 ShsFundholds
factForm 990-PF
→ Summit Partnesr Sustainable Opps L/s Fund 4,721,314.250 ShsFundholds
factForm 990-PF

Principal of (10)

← Harold Ward IIIPersonChairman
factForm 990-PF
← Randolph RushPersonPresident
factForm 990-PF
← Douglas WoodmanPersonEXECUTIVE VICE PRESIDENT & TREASURER
factForm 990-PF
← Bonnie HubbardPersonSecretary
factForm 990-PF
← Susan StavrosPersonASSISTANT TREASURER (THRU 05/2024)
factForm 990-PF
← Nancy StephensPersonASSISTANT TREASURER (FROM 05/2024)
factForm 990-PF
← Richard O Baldwin JrPersonTrustee
factForm 990-PF
← Mary ChristianPersonTrustee
factForm 990-PF
← Richard StraussPersonTrustee
factForm 990-PF
← R Michael StricklandPersonTrustee
factForm 990-PF

Dated events

7 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Foundation officer joined
NANCY STEPHENS (ASSISTANT TREASURER (FROM 05/2024)) appears on Elizabeth Morse Genius Foundation's 2024-12-31 return
Form 990-PFobserved 6 days ago
Occurred
Dec 31, 2024
Foundation officer joined
RICHARD STRAUSS (TRUSTEE) appears on Elizabeth Morse Genius Foundation's 2024-12-31 return
Form 990-PFobserved 6 days ago
Occurred
Dec 31, 2024
Foundation officer left
RICHARD STRAUSS - SEE STMT 20 (EVP & TREAS THRU 7/23, TRUSTEE 8/23) is no longer on Elizabeth Morse Genius Foundation's 2024-12-31 return
Form 990-PFobserved 6 days ago
Occurred
Dec 31, 2023
Foundation officer joined
RICHARD STRAUSS - SEE STMT 20 (EVP & TREAS THRU 7/23, TRUSTEE 8/23) appears on Elizabeth Morse Genius Foundation's 2023-12-31 return
Form 990-PFobserved 6 days ago
Occurred
Dec 31, 2023
Foundation officer left
RICHARD STRAUSS (EXEC VICE PRES & TREASURER) is no longer on Elizabeth Morse Genius Foundation's 2023-12-31 return
Form 990-PFobserved 6 days ago

Show 7 bookkeeping events

Occurred
Dec 31, 2024
Elizabeth Morse Genius Foundation first reports DELTROIT DIRECTIONAL OPPORTUNITIES FEEDER FUND 1,322,442.430 SHS at $1.3M on its 2024-12-31 return
Occurred
Dec 31, 2024
Elizabeth Morse Genius Foundation first reports HEDGE FUND GUIDED PORTFOLIO SOLUTION 6,789.870 SHS at $7.1M on its 2024-12-31 return
Occurred
Dec 31, 2024
Elizabeth Morse Genius Foundation first reports SUMMIT PARTNESR SUSTAINABLE OPPS L/S FUND 4,721,314.250 SHS at $4.6M on its 2024-12-31 return
Occurred
Dec 31, 2024
Elizabeth Morse Genius Foundation no longer reports CQS DIRECTIONAL OPPS FEEDER FD LTD 1,946,155.340 SHS (was $2.0M) on its 2024-12-31 return
Occurred
Dec 31, 2024
Elizabeth Morse Genius Foundation no longer reports SUMMIT PARTNERS SUSTAINABLE OPPS LS FD LTD 3,325,977.060 SHS (was $3.5M) on its 2024-12-31 return
Occurred
Dec 31, 2023
Elizabeth Morse Genius Foundation no longer reports HEDGE FUND GUIDED PORTFOLIO SOLUTION CL I [6,503.970 SHS] (was $5.8M) on its 2023-12-31 return
Occurred
Dec 31, 2022
Elizabeth Morse Genius Foundation first reports AG MORTGAGE VALUE PARTICIPATION FUND LTD [1,023,919.311 SHS] at $1.8M on its 2022-12-31 return

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

Also named here, with no published line of their own (reach them through the firm): Harold Ward III (CHAIRMAN), Randolph Rush (PRESIDENT), Douglas Woodman (EXECUTIVE VICE PRESIDENT & TREASURER), Bonnie Hubbard (SECRETARY), Susan Stavros (ASSISTANT TREASURER (THRU 05/2024)), Nancy Stephens (ASSISTANT TREASURER (FROM 05/2024)), Richard O Baldwin Jr (TRUSTEE), Mary Christian (TRUSTEE), Richard Strauss (TRUSTEE), R Michael Strickland (TRUSTEE).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Family Offices
Canonical id: dfx:fo:ffa20253-1651-4c4c-a8a0-777ea7864ac8
First observed: n/a
Last observed: n/a : not yet measured
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Elizabeth Morse Genius Foundation

Foundation on the family office graph

Search this name across graphsid dfx:fo:ffa20253-1651-4c4c-a8a0-777ea7864ac8

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 20, 2026, 8:13 AM UTC and rebuilt at most every 15 minutes.