2025-11-14T13:59:51-06:00 2024-12-31 420714325 RSM US LLP 1001 WATER ST STE 500 TAMPA FL 33602 990PF 2024-01-01 346598971 BURTON D MORGAN FOUNDATION INC BURT 3306551660 22 AURORA ST HUDSON OH 44236 DANIEL HAMPU PRESIDENT/CEO 3306551660 2025-11-12 1 1 KRISTEN BARNETT P01234578 8133162300 2025-11-12 2024 2025-03-06 01:10:19Z X 202790094 X 0 X 4803170 2936483 100 100 100 10029922 65791986 10208541 319849 -255023 15153041 12890101 781183 141148 640035 736759 96589 640170 123916 16245 107378 1967 258 2050 55003 7211 45032 1155307 1132047 18937 131000 0 0 217809 28555 28173 3693 23719 115051 14918 99684 16753 2196 15277 1450078 28272 1415065 4812999 1471132 3007347 6886388 5776500 11699387 1471132 8783847 3453654 11418969 73480 469431 469431 5396398 13276304 13276304 491384 227658 491384 491384 46305 47622 47622 47323884 49513071 49513071 130290311 136148940 136148940 5422892 2740908 2671528 2681984 2681984 110058 161358 161358 186139622 202790094 202790094 48623 62342 964150 2104700 110058 161358 1122831 2328400 X 182828097 198628316 2188694 1833378 185016791 200461694 186139622 202790094 185016791 3453654 11991249 200461694 0 200461694 PUBLICLY TRADED SECURITIES 65450236 55404279 10045957 10045957 H.I.G. WHITEHORSE OFFSHORE DIRECT LENDING FUND P 176599 176599 0 0 H.I.G. WHITEHORSE LUXEMBOURG DIRECT LENDING FUND - 2020 P 2020 2020 0 0 LOSS ON DISPOSAL OF FIXED ASSET P 547 -547 -547 CAPITAL GAINS FROM PASSTHROUGHS P 163131 163131 163131 10208541 158724 0 158724 0 158724 191909 0 50000 0 241909 X 0 83185 83185 0 0 0 0 0 0 0 0 0 1 1 0 1 1 OH 0 0 0 0 0 1 WWW.BDMORGANFDN.ORG DENISE M GRIGGS 3306551660 22 AURORA ST HUDSON OH 44236 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 DANIEL J HAMPU 22 AURORA ST HUDSON OH 44236 PRESIDENT/CEO 40.00 350025 43389 0 DENISE M GRIGGS 22 AURORA ST HUDSON OH 44236 VICE PRESIDENT/CFO 40.00 240250 42519 0 RICHARD N SEAMAN 22 AURORA ST HUDSON OH 44236 CHAIRPERSON 2.00 15000 0 0 PATRICK T FINLEY 22 AURORA ST HUDSON OH 44236 TREASURER 2.00 15000 0 0 KEITH A BROWN 22 AURORA ST HUDSON OH 44236 TRUSTEE 2.00 15000 0 0 J MICHAEL HOCHSCHWENDER 22 AURORA ST HUDSON OH 44236 TRUSTEE 2.00 15000 0 0 MARK D ROBESON 22 AURORA ST HUDSON OH 44236 TRUSTEE 2.00 15000 0 0 EDDIE TAYLOR JR 22 AURORA ST HUDSON OH 44236 TRUSTEE 2.00 15000 0 0 JENNIFER L PESHINA 22 AURORA ST HUDSON OH 44236 TRUSTEE 2.00 15000 0 0 ANGELA K EVANS 22 AURORA ST HUDSON OH 44236 SR. PROGRAM OFFICER 40.00 125750 22584 0 EMILY M BEAN 22 AURORA ST HUDSON OH 44236 DIR. OF YOUTH ENTREP 40.00 109640 25267 0 GINA M DOTSON 22 AURORA ST HUDSON OH 44236 GRANTS & COMMUNICATI 40.00 101060 21127 0 MICHELLE B MARCUS 22 AURORA ST HUDSON OH 44236 PROGRAM OFFICER 40.00 89720 20309 0 SOURAYA PIERCE 22 AURORA ST HUDSON OH 44236 BOOKKEEPER/OFFICE MA 40.00 79290 3755 0 2 HIG CAPITAL 1450 BRICKELL AVE 31ST FLOOR MIAMI FL 44313 ALTERNATIVE INVEST FUND MANAGEMENT 620673 ENTREPRENEURSHIP POLICY ADVISORS 475J ARSENAL COURT WATERTOWN MA 02472 CONSULTING 441843 WONDERKILN LLC 2754 FRONT ST CUYAHOGA FALLS OH 44221 PLATFORM DEVELOPMENT/HOSTING 204996 THE EDWARD LOWE FOUNDATION 58220 DECATUR ROAD CASSOPOLIS MI 49031 PROGRAM PROVIDER 177514 BROADLEAF PARTNERS LLC 9 AURORA STREET SUITE 5 HUDSON OH 44236 INVESTMENT MANAGEMENT 122396 8 THE FOUNDATION SUPPORTS AND ASSISTS WITH STAFFING SCALERATOR NEO. THE SIX-MONTH EDUCATIONAL PROGRAM PROVIDES PRACTICAL SALES AND MARKETING, ORGANIZATIONAL DEVELOPMENT AND ENTREPRENEURS ON THE 3 CS OF GROWTH - CUSTOMERS, CAPACITY, AND CASH. THE COHORT LEARNING EXPERIENCE IS LED BY A FACULTY OF ENTREPRENEURSHIP EDUCATION EXPERTS INCLUDING MBA'S, PH.D.'S, AND OTHER DISTINGUISHED ACADEMIANS AND PRACTITIONERS. 515376 MORGAN FOUNDATION SUPPORTS ENTREPRENEURSHIP EDUCATION FOR YOUTH THROUGH A MARKET-BASED PLATFORM ON WHICH EDUCATORS DECIDE WHAT IS FUNDED USING A POINTS-BASED SYSTEM. THROUGH YIPPEE EXCHANGE, HIGH-QUALITY EDUCATIONAL RESOURCES ARE AVAILABLE ON THE SITE; EDUCATORS USE POINTS TO ACQUIRE THESE RESOURCES; AND PROVIDERS ARE PAID BASED ON WHAT EDUCATORS SECURE. THE MARKETPLACE BUILDS STUDENT SKILLS AND EXPOSES STUDENTS TO ENTREPRENEURS IN THEIR COMMUNITIES. 514346 THE FOUNDATION HAS PARTNERED WITH THE EDWARD LOWE FOUNDATION TO PROVIDE EDUCATIONAL PROGRAMMING TO ACCELERATE SUCCESS FOR SECOND-STAGE BUSINESSES. THE PROGRAMS FOCUS ON PEER LEARNING, LEADERSHIP EDUCATION, AND STRATEGIC INFORMATION. THE TWO FOUNDATIONS SHARE A MISSION TO CHAMPION FREE ENTERPRISE AND ENTREPRENEURSHIP. 187894 THE FOUNDATION PROVIDES SUPPORT TO FIVE HIGHER EDUCATION INSTITUTIONS WITH IMPLEMENTING AND MAINTAINING THEIR NEOLAUNCHNET PROGRAMS. NEOLAUNCHNET IS A REGIONAL SIGNATURE INITIATIVE THAT SEEKS TO INSPIRE A CULTURE OF INNOVATION ON COLLEGE AND UNIVERSITY CAMPUSES, BUILDING UPON THE UNIQUE ASSETS AND STRENGTHS OF EACH SCHOOL, AND SPARKING THE ENTREPRENEURIAL MINDSET IN ENTERPRISING STUDENTS. THE FOUNDATION STAFF FACILITATES AND COORDINATES THE PROGRAM IN NORTHEAST OHIO. 15811 0 138806703 12798718 41658909 193264330 0 0 193264330 2898965 190365365 9518268 9518268 158724 158724 9359544 30662 9390206 0 9390206 8783847 0 195852 8979699 9390206 0 0 920571 920571 8979699 0 0 0 8979699 0 410507 410507 510064 0 0 0 0 0 0 0 510064 510064 FOUNDATION ONLY ACCEPTS ONLINE APPL WWWBDMORGANFDNORG/GRANTS HUDSON OH 44236 3306551660 FORMS FOR APPLICATIONS AND MATERIALS THAT SHOULD BE INCLUDED ARE AVAILABLE AT WWW.BDMORGANFDN.ORG/GRANTS. SUBMISSION DEADLINES ARE FEB 1, MAY 1, SEPT 1 UNLESS OTHERWISE AGREED UPON BY PROGRAM STAFF AND CEO. RESTRICTIONS AND LIMITATIONS CAN BE SEEN AT WWW.BDMORGANFDN.ORG/GRANTS WITH ADDITIONAL INFORMATION AVAILABLE AT WWW.BDMORGANFDN.ORG/STRATEGIC-PLAN. 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