2024-03-27T09:55:13-05:00 2023-12-31 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990PF 2023-01-01 412008689 The Morsman Family Foundation MORS 7634427997 3305 Hazelwood West Wayzata MN 55391 Amy Morsman President/Treasurer 7634427997 2024-03-27 1 Amy Morsman 999009999 1 Deb Nelson CPA P01264758 6122536500 2024-03-27 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 777143 X X 17166 16868 50230 136991 50230 67396 67098 0 0 0 1950 0 1950 7086 7086 0 1254 0 0 524 498 25 10814 7584 1975 36000 36000 46814 7584 37975 20582 59514 14080 3589 3589 329869 294942 707554 0 66000 66000 343949 364531 777143 0 0 X 343949 364531 0 0 0 0 343949 364531 343949 364531 343949 20582 0 364531 0 364531 Publicly Traded Securities P 136977 86761 50216 50216 Capital Gains Dividends P 14 14 14 50230 827 0 827 0 827 640 0 0 0 640 0 187 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 N/A Amy Morsman 7634427997 3305 Hazelwood West Minnetonka MN 55391 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Amy S Morsman 3305 Hazelwood West Minnetonka MN 55391 President/Treasurer 0.25 0 0 0 Jeffrey H Morsman 3305 Hazelwood West Minnetonka MN 55391 VP/Secretary/Asst. Treasurer 0.25 0 0 0 Edgar M Morsman Jr 3305 Hazelwood West Minnetonka MN 55391 Director 0.25 0 0 0 Elizabeth H Morsman 3305 Hazelwood West Minnetonka MN 55391 Director 0.25 0 0 0 James C Morsman 3305 Hazelwood West Minnetonka MN 55391 Director 0.25 0 0 0 Angela Peyton Morsman 3305 Hazelwood West Minnetonka MN 55391 Director 0.25 0 0 0 NONE 0 NONE 0 0 740806 15389 0 756195 0 0 756195 11343 744852 37243 37243 827 827 36416 0 36416 0 36416 37975 0 37975 36416 35427 0 0 37975 35427 0 0 2548 0 0 0 0 0 0 0 0 33868 0 0 0 Edgar M Morsman Jr Elizabeth H Morsman X Alight PO Box 1002 Minneapolis MN 55480 None PC Builds meaningful lives for displaced persons around the world 1200 Brooke USA 2333 Alexandria Drive Lexington KY 40504 None PC Helps to keep working animals healthy in the poorest countries. 1200 Chatfield Music Lending Library 81 Library Lane SW Chatfield MN 55923 None PC Lends old time band music to players. 1000 Climate Generation 2801 21st Ave S Suite 110 Minneapolis MN 55407 None PC Advocates Climate literacy, education, and citizen engagement. 1200 Conservation Colorado 303 East 17th Avenenue Suite 400 Denver CO 80203 None PC Grass roots voice for conservation in Colorado. 2000 Dumb Friends League 2080 S Quebec St Denver CO 802313298 None PC Rescues and cares for dogs and other animals. 2000 Freedom Service Dogs 2000 West Union Drive Englewood CO 801105567 None PC Trains service dogs to assist people. 2000 Habitat for Humanity of Denver Metro 3245 Eliot Street Denver CO 80211 None PC Low income housing. 2000 Integrated Family Community Services 3370 S Irving Street Englewood CO 80110 None PC Helps families achieve self-sufficiency through food and clothing 2000 Loaves and Fishes 721 Kasota Avenue SE Minneapolis MN 55414 None PC Serves hot meals to those in need. 1200 Minnesota Land Trust 2356 University Avenue West Suite 240 StPaul MN 551149924 None PC Promotes conservation easements to protect land in MN. 1200 Minnesota Landscape Arboretum 3675 Arboretum Dr Chaska MN 55318 None PC Trees, flowers, landscaping, and education. 6000 One Village Partners 715 Florida Ave S Minneapolis MN 55426 None PC Foster community lead transformation in rural Sierra Leone. 1200 Open Door Youth Gang Alternatives 1615 California Suite 712 Denver CO 80202 None PC Works at giving kids an alternatives to gang membership. 2000 People Serving People 614 Third Street South Minneapolis MN 554151104 None PC Homeless jobs and shelter program. 1200 Raptor Education Group Inc PO Box 481 Antigo WI 54409 None PC Heals injured birds and provides education. 1500 The Brinton Museum PO Box 460 Big Horn WY 82833 None PC Art and historical museum. 2500 The TraRon Center 700 Pennsylvania Ave SE 2nd Flr Washington DC 20003 None PC Helps those affected by gun violence through the arts. 1200 Wildlife Rehabilitation Center of Minnesota 2530 Dale Street N Roseville MN 55113 None PC Wildlife rehabilitation center. 1200 Wyoming Wilderness Association PO Box 6588 Sheridan WY 82801 None PC Wyoming wilderness preservation, particularly Rock Creek. 1000 Youth Advantage PO 11 Stillwater MN 55082 None PC Children's involvement in extracurricular activities. 1200 36000 0 14 17166 18 50230 0 67396 0 67396 0 0 0 0 0 0 0 0 0 0 Tax Preparation Fees 1950 0 1950 Abbott Laboratories 3665 11998 Accenture Plc Ireland 2156 17546 Aflac Inc 2468 7673 Air Products & Chemicals Inc 2439 9583 American Tower Corp 2669 7772 American Water Works Co Inc. 5533 9239 Cencora Inc. (was Amerisourcebergen Corp) 5107 10680 Amgen Inc 6073 9793 Analog Devices Inc 2839 18466 Apple Inc 5054 21371 Atmos Energy Corp 4999 5216 Automatic Data 1161 6989 Becton Dickinson & Co 2588 8046 Blackrock Inc 5995 12989 BroadRidge Financial 3728 15431 Brown and Brown Inc Com 1568 11946 Brown-Forman Corp CL B 2199 7994 Chubb Ltd 7742 13786 Church & Dwight Inc 3548 5484 Cintas Corp 7754 12656 Cisco Systems Inc 7545 12478 CMS Energy Corp 4842 5749 Colgate-Palmolive CO 4049 7652 Comcast Corp New Cl A 4979 7016 Commerce Bancshares Inc 2050 5021 Costco WHSL Corp New 1544 11881 Ecolab Inc 2306 10116 Emerson Electric Co 5618 9830 Factset Research Systems Inc 2096 13357 Federal Rlty Invt TR SBI 8904 6389 Genl Dynamics Corp 3246 11166 Grainger W W Inc 1366 10773 Home Depot Inc 5058 7971 Honeywell International Inc 6070 8598 Illinois Tool Works Inc 2038 11001 Intercontinental Exch 8879 12072 Jack Henry & Assoc Inc 921 6046 Johnson & Johnson 4183 12696 L3Harris Technologies Inc 2511 10742 Linde Plc 4577 11500 Lockheed Martin Corp 5987 7705 Lowes Companies Inc 1430 10905 MC Cormick & Co Inc 1407 4995 McDonalds Corp 2958 12750 Medtronic Plc 6292 6838 Microsoft Corp 1533 20682 Modelez Intl Inc 4968 8257 New Jersey Res Corp 4491 7846 Nextera Energy Inc 1719 8625 Nike Inc Class B 4190 9228 P P G Industries Inc 5016 7328 Paychex Inc 2699 10363 Pepsico Incorporated 2521 9171 Phillips 66 3505 9852 Procter & Gamble Co 4033 9818 Prologis Inc 4861 4266 Realty Income Corp 1905 4823 S&P Global Inc 4927 11894 Sherwin Williams Co 3581 7486 Starbucks Corp 2959 4993 Stryker Corp 2450 13476 T Rowe Price Group Inc 4971 7538 Target Corp 9929 5982 Texas Instruments Inc 6021 11421 Tractor Supply Co 4847 4946 Union Pacific Corp 3628 7123 United Parcel Service- B 3923 8962 UnitedHealth Group 2987 9476 Walmart Inc 4522 13085 WEC Energy Group Inc 1715 4209 Xcel Energy Inc 5010 8977 Xylem Inc 4959 8348 Zoetis Inc 6931 9474 Federated Hermes Treasury Obligations Fund AT COST 66000 66000 Miscellanoues Fees 499 498 0 MN Annual Filing Fee 25 0 25 Wells Fargo Agency Fees 7086 7086 0 Excise Taxes 1254 0 0