MARK & BETTE MORRIS FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MARK & BETTE MORRIS FAMILY FOUNDATION (EIN 48-1077121)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202133199349106008
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T11:30:37-00:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mark Young CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 SW 7th St | AddressLine1Txt |
| City | Topeka | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 481077121 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mark & Bette Morris Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARK | BusinessNameControlTxt |
| Phone | 7852735055 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 SW 7th Street | AddressLine1Txt |
| City | Topeka | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bette Morris | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark Young | PreparerPersonNm |
| PTIN | P00611045 | PTIN |
| Phone | 7852711681 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $46,999,500 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $299,109 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $299,109 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,100,779 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,083,106 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,100,779 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $258,522 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $258,522 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,658,410 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,658,410 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $363,419 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $363,419 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $2,108 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,108 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $54,380 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $54,380 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,030 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,030 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $341,035 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $341,035 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $763,972 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $763,972 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,501,829 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,501,829 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,265,801 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $763,972 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,501,829 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $392,609 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,894,438 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,471,918 | CashBOYAmt |
| Cash EOY | $4,327,996 | CashEOYAmt |
| Cash EOYFMV | $4,327,996 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $403,582 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $411,224 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $411,702 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $37,034,690 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $35,563,579 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $42,259,802 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $39,910,190 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,302,799 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,999,500 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,806,365 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,806,365 | CapitalStockEOYAmt |
| Retained Earning BOY | $30,103,825 | RetainedEarningBOYAmt |
| Retained Earning EOY | $30,496,434 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,910,190 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,302,799 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,910,190 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,302,799 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,910,190 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $392,609 | ExcessRevenueOverExpensesAmt |
| Subtotal | $40,302,799 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $40,302,799 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HA Select Merger Fund | P | 2018-01-31 | 2020-08-31 | $899,263 | $999,183 | -$99,920 | -$99,920 |
| Alpine Heritage Fund | P | 2018-01-31 | 2020-10-31 | $1,564,441 | $1,000,000 | $564,441 | $564,441 |
| Firebird Global Fund | P | 2002-02-28 | 2020-05-31 | $7,709 | $547,734 | -$540,025 | -$540,025 |
| Harbour Holdings Fund | P | 2001-01-31 | 2020-07-31 | $2,295,763 | $2,295,763 | $2,295,763 | |
| TCA Global Fund | P | 2016-04-14 | 2020-12-31 | $1,358,853 | $5,435,410 | -$4,076,557 | -$4,076,557 |
| Morgan Creek Opportunity Fd | P | 2007-03-08 | 2020-07-31 | $3,484,507 | $3,484,507 | $3,484,507 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,100,779 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $985,489 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $40,233 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $40,233 | SubtotalAmt |
| Tax Based On Investment Income | $40,233 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,516 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $60,516 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $60,516 | OriginalReturnTaxPaidAmt |
| Overpayment | $20,283 | OverpaymentAmt |
| Applied To ES Tax | $20,283 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McMorin Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7852735055 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 SW 7th Street | AddressLine1Txt |
| City | Topeka | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bette M Morris | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 SW 7th St | AddressLine1Txt |
| City | Topeka | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 010.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McMorin Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 SW 7th Street | AddressLine1Txt |
| City | Topeka | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Consulting/Mgmt | ServiceTypeTxt |
| Compensation | $230,783 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,988,029 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $43,706,434 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $50,694,463 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $50,694,463 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $760,417 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $49,934,046 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,496,702 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,496,702 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $40,233 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $40,233 | TotalTaxAmt |
| Distributable Before Adj | $2,456,469 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,456,469 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,456,469 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,501,829 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,501,829 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,501,829 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,456,469 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $193,461 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $30,929 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $46,855 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $104,617 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $124,986 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $500,848 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,501,829 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,456,469 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $45,360 | RemainingDistriFromCorpusAmt |
| Total Corpus | $546,208 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $193,461 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $352,747 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $30,929 | ExcessFromYear4Amt |
| Excess From Year3 | $46,855 | ExcessFromYear3Amt |
| Excess From Year2 | $104,617 | ExcessFromYear2Amt |
| Excess From Year1 | $124,986 | ExcessFromYear1Amt |
| Excess From Current Year | $45,360 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Morris Animal Foundation | ||||||
| 10200 E Girard St | Denver | CO | 80231 | PC | Animal Health Research | $184,000 |
| Kansas Children's Service League | ||||||
| 3545 SW 5th Ave | Topeka | KS | 66606 | PC | Restorative Education | $290,000 |
| Oak Hill School | ||||||
| 86397 Eldon Schaffer Dr | Eugene | OR | 97405 | PC | Capital Improvement Fund | $50,000 |
| Aspen Brain Institute | ||||||
| PO Box 2055 | Aspen | CO | 81612 | PC | Program Support | $15,000 |
| First United Methodist Church | ||||||
| 600 SW Topeka Blvd | Topeka | KS | 66603 | PC | Operation Support | $100,000 |
| Dole Institute of Politics | ||||||
| 2350 Petefish Dr | Lawrence | KS | 66045 | PC | Public Education Programs | $25,000 |
| Hammer Museum | ||||||
| 10899 Wilshire Blvd | Los Angeles | CA | 90024 | PC | Program Support | $3,750 |
| Capper Foundation | ||||||
| 3500 SW 10th Ave | Topeka | KS | 66606 | PC | Disability Services | $94,500 |
| Topeka Symphony | ||||||
| PO Box 2206 | Topeka | KS | 66601 | PC | Performance Arts | $34,000 |
| Topeka Community Foundation | ||||||
| 5431 SW 29th St | Topeka | KS | 66614 | PC | Community Support | $250,000 |
| Full Frame Documentary Film | ||||||
| 320 Blackwell St | Durham | NC | 27701 | PC | Program Support | $5,000 |
| Playmaker's Repertory Theatre | ||||||
| UNC-Chapel Hill | Chapel Hill | NC | 27599 | PC | Performance Arts | $1,250 |
| YWCA | ||||||
| 225 SW 12th St | Topeka | KS | 66612 | PC | Womens Health Programs | $5,000 |
| Trinity University | ||||||
| 1 Trinity Place | San Antonio | TX | 78212 | PC | Education Scholarships | $3,000 |
| Ronald McDonald House Charities | ||||||
| 2502 Cherry St | Kansas City | MO | 64108 | PC | Public Health Support | $10,000 |
| Central Lutheran Church | ||||||
| 1857 Potter St | Eugene | OR | 97403 | PC | Religious Program Support | $3,000 |
| Downtown Topeka Foundation | ||||||
| 515 S Kansas Ave | Topeka | KS | 66603 | PC | Building Campaign | $50,000 |
| Aspen Institute | ||||||
| 2300 North St Suite 700 | Washington | DC | 20037 | PC | Program Support | $3,500 |
| Kansas Children's Discovery Center | ||||||
| 4400 SW 10th Ave | Topeka | KS | 66604 | PC | Childrens Education Programs | $203,000 |
| Junior Acheivement | ||||||
| 4008 SW Huntoon St | Topeka | KS | 66604 | PC | Youth Eduction Programs | $10,000 |
| Operation Breakthrough | ||||||
| 3039 Troost Ave | Kansas City | MO | 64109 | PC | Youth Crisis Support Programs | $10,000 |
| Cultivist Art Council | ||||||
| 912 E 12th St | Los Angeles | CA | 90021 | PC | Program Support | $2,500 |
| Saint Paul of School of Theology | ||||||
| 5123 E Truman Rd | Kansas City | MO | 64127 | PC | Religious Education | $10,000 |
| Police Athletic League | ||||||
| 800 N 5th St | Kansas City | KS | 66101 | PC | Youth Program Support | $10,000 |
| Starlight Theatre Association | ||||||
| 4600 Starlight Rd | Kansas City | MO | 64132 | PC | Performance Arts | $3,000 |
| Theatre Communications Group | ||||||
| 520 8th Ave 24th Floor | New York | NY | 10018 | PC | Program Support | $6,500 |
| Friends of Free State Capitol | ||||||
| 1019 SW Fillmore St | Topeka | KS | 66604 | PC | Restoration Campaign | $50,000 |
| KCRW Public Radio | ||||||
| 1900 Pico Blvd | Santa Monica | CA | 90405 | PC | Public Education | $5,000 |
| Center for Documentary Studies | ||||||
| 1317 W Pettigrew St | Durham | NC | 27705 | PC | Program Support | $5,000 |
| International Documentary Association | ||||||
| 3470 Wilshire Blvd Suite 980 | Los Angeles | CA | 90010 | PC | Program Support | $2,500 |
| Rockhurst High School | ||||||
| 9301 State Line Rd | Kansas City | MO | 64114 | PC | Religious Education | $14,000 |
| Friends of Topeka Zoo | ||||||
| 635 SW Gage | Topeka | KS | 66606 | PC | Building Campaign | $1,000,000 |
| Topeka Rescue Mission | ||||||
| 600 N Kansas Ave | Topeka | KS | 66608 | PC | Program Support | $30,000 |
| Noto Arts District | ||||||
| 935 N Kansas Ave | Topeka | KS | 66608 | PC | Building Campaign | $13,329 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,501,829 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $299,109 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $258,522 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,100,779 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,658,410 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,658,410 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Mark L Morris Jr Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 SW 7th St | AddressLine1Txt |
| City | Topeka | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $0 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (34 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | EOYFMVEOYFMVAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Alpine Heritage Fund | FMV | $148,000 | |
| Turner-Agassi Charter School Fund | FMV | $15,870 | $120,017 |
| Morgan Creek BRIC Private | FMV | $157,125 | |
| JCR Capital | FMV | $913,319 | $660,458 |
| Narrow River Ararat Fund | FMV | $1,695,895 | $1,500,000 |
| 21VC Fund II | FMV | $168,790 | $607,391 |
| Morgan Creek Partners III | FMV | $796,737 | $578,800 |
| Mill Creek Management | FMV | $3,611,500 | $3,611,500 |
| Prophecy Trading Advisors | FMV | $1,670,222 | $1,282,221 |
| CommonFund Natural Resources IX | FMV | $1,359,544 | $1,199,405 |
| TCA Global Credit Fund | FMV | $1,925,569 | $1,358,853 |
| Turner Agassi II | FMV | $859,439 | $661,112 |
| Suvretta Long Fund | FMV | $2,759,870 | $2,000,000 |
| CRG Partners III | FMV | $1,544,413 | $1,062,286 |
| Lunar Capital Partners IV | FMV | $1,391,376 | $1,558,245 |
| Sciens Real Assets Offshore | FMV | $142,698 | |
| Vietnam Investments | FMV | $828,730 | $654,708 |
| Balbec Insolve | FMV | $655,697 | $459,861 |
| Emerald Creek | FMV | $2,664,807 | $2,509,883 |
| Emergent Indonesia Fund | FMV | $1,040,681 | $1,243,494 |
| Enlightenment Capital | FMV | $2,485,362 | $1,324,408 |
| SBC Latin America Housing | FMV | $1,632,315 | $1,980,845 |
| Tiger Pacific Fund | FMV | $2,290,103 | $2,000,000 |
| Morgan Stanley | FMV | $2,234,157 | $2,234,157 |
| HASelect-Merger Arbitrage Fund | FMV | $99,918 | |
| HASelect Life Fund Carlisle | FMV | $1,592,808 | $891,175 |
| HBC Mega Trends | FMV | $1,307,329 | $819,328 |
| Morgan Creek Private Opp - Didi | FMV | $986,094 | $974,516 |
| Morgan Creek Partners SPV-AEPB | FMV | $11,552 | |
| Oak Street | FMV | $752,604 | $696,113 |
| Commonfund Secondary II | FMV | $1,853,675 | $1,071,810 |
| Vector Capital | FMV | $1,096,311 | $1,084,349 |
| CRG Partners IV | FMV | $547,171 | $402,233 |
| Pravati Capital IV | FMV | $1,020,121 | $1,016,411 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Investment Management Fees | $230,783 | $230,783 |
| Morgan Creek Partners III | $11,046 | $11,046 |
| JCR Real Estate Partners | $24,540 | $24,540 |
| Morgan Creek Partners - AEPB | $14,607 | $14,607 |
| Oak Street Added Alpha | $5,234 | $5,234 |
| Emergent Indonesia Fund | $54,825 | $54,825 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Vietnam Investments III | $1,101 | $1,101 |
| Sciens Aviation Fund | $246 | $246 |
| Common Fund Natural Resources IX | $152,392 | $152,392 |
| Common Fund Secondary Partners II | $12,496 | $12,496 |
| HA Select Merger Arbitrage Fund | $631 | $631 |
| HA Select Life Fund II | $19,373 | $19,373 |
| Pravati IV | $72,283 | $72,283 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (14 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| HA Select Life Fund II | $56,517 | $56,517 |
| CommonFund Natural Resource Fund IX | $102,672 | $102,672 |
| JCR Commercial Real Estate Fund | $331 | $331 |
| Morgan Creek Partners III | $19,466 | $19,466 |
| Vietnam Investments III | $22,944 | $22,944 |
| HA Select Merger Arbitrage Fund | $33,070 | $33,070 |
| Morgan Creek Private Opportunity-SPV Didi | $13,715 | $13,715 |
| Morgan Creek Private Opportunity-SPV AEPB | $2,994 | $2,994 |
| Turner Agassi Charter School Fund I | $1,646 | $1,646 |
| Turner Agassi Charter School Fund II | $19,648 | $19,648 |
| 21st Century Venture Capital | $2,316 | $2,316 |
| CommonFund Secondary II | $57,314 | $57,314 |
| Oak Street Emerging Manager | $16,480 | $16,480 |
| Sciens Real Asset | $14,306 | $14,306 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Excise Tax on Investment Income | $45,000 | $45,000 |
| Foreign Tax on Investment Income | $9,380 | $9,380 |
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