BETA

MARK & BETTE MORRIS FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MARK & BETTE MORRIS FAMILY FOUNDATION (EIN 48-1077121)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202503219349103940
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-17T10:35:15-08:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN832351929PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Mark Young CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15224 SW 40th TerAddressLine1Txt
CityTopekaCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66610ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN481077121EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Mark & Bette Morris Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARKBusinessNameControlTxt
Phone7852735055PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15500 SW 7th StreetAddressLine1Txt
CityTopekaCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBette M MorrisPersonNm
Person TitlePresidentPersonTitleTxt
Signature2025-11-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMark YoungPreparerPersonNm
PTINP00611045PTIN
Phone7852711681PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$534,005DividendsRevAndExpnssAmt
Dividends Net Invst Incm$534,005DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$269,680NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$337,201GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$269,680CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$410,144OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$410,144OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,213,829TotalRevAndExpnssAmt
Total Net Invst Incm$1,213,829TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$196,164OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$196,164OtherProfFeesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$6,417TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$6,417TravConfMeetingNetInvstIncmAmt
Other Expenses Rev And Expnss$355,581OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$355,581OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$558,162TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$558,162TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,315,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,315,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,873,662TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$558,162TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,315,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,659,833ExcessRevenueOverExpensesAmt
Net Investment Income$655,667NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,295,453CashBOYAmt
Cash EOY$1,661,835CashEOYAmt
Other Investments BOY$35,220,197OtherInvestmentsBOYAmt
Other Investments EOY$36,153,979OtherInvestmentsEOYAmt
Total Assets BOY$39,515,650TotalAssetsBOYAmt
Total Assets EOY$37,815,814TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$9,806,365CapitalStockBOYAmt
Capital Stock EOY$9,806,365CapitalStockEOYAmt
Retained Earning BOY$29,709,285RetainedEarningBOYAmt
Retained Earning EOY$28,009,449RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$39,515,650TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$37,815,814TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$39,515,650TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$37,815,814TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$39,515,650TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,659,833ExcessRevenueOverExpensesAmt
Subtotal$37,855,817SubtotalAmt
Other Decreases$40,003OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$37,815,814TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
Enlightenment IIP2020-01-012024-08-31$124,074$124,074$124,074
Narrow RiverP2020-01-012024-10-31-$67,521-$67,521$67,521
JCRP2020-01-012024-12-31$5,156$5,156$5,156
Vector CapitalP2020-01-012024-04-30$207,971$207,971$207,971
FieldValueIRS element (for citing)
Capital Gain Net Income$269,680CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,114InvestmentIncomeExciseTaxAmt
Subtotal$9,114SubtotalAmt
Tax Based On Investment Income$9,114TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$43,319EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$43,319TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$34,205OverpaymentAmt
Applied To ES Tax$34,205AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateKSOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Bette M MorrisBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7852735055PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15500 SW 7th StreetAddressLine1Txt
CityTopekaCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66606ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonBette M MorrisPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15500 SW 7th StreetAddressLine1Txt
CityTopekaCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66606ZIPCd
FieldValueIRS element (for citing)
TitlePresidentTitleTxt
Average Hrs Per Wk Devoted To Pos10.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1McMorin IncBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15500 SW 7th StAddressLine1Txt
CityTopekaCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66606ZIPCd
FieldValueIRS element (for citing)
Service TypeInvestment ManagementServiceTypeTxt
Compensation$196,164CompensationAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$39,664,487AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,632,837AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$43,297,324TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$43,297,324AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$649,460CashDeemedCharitableAmt
Net Vl Noncharitable Assets$42,647,864NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,132,393MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,132,393MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,114TaxBasedOnInvestmentIncomeAmt
Total Tax$9,114TotalTaxAmt
Distributable Before Adj$2,123,279DistributableBeforeAdjAmt
Distributable Before Ded$2,123,279DistributableBeforeDedAmt
Distributable As Adjusted$2,123,279DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,315,500ExpensesAndContributionsAmt
Qualifying Distributions$2,315,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,123,279DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$73,139ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$44,140ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$117,279TotalExcessDistributionCyovAmt
Qualifying Distributions$2,315,500QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,123,279AppliedToCurrentYearAmt
Remaining Distri From Corpus$192,221RemainingDistriFromCorpusAmt
Total Corpus$309,500TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$309,500ExcessDistriCyovToNextYrAmt
Excess From Year3$73,139ExcessFromYear3Amt
Excess From Year2$44,140ExcessFromYear2Amt
Excess From Current Year$192,221ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Kansas Children's Service League
3545 SW 5th AveTopekaKS66606NonePCRestorative Education$300,000
Topeka Symphony
PO Box 2206TopekaKS66601NonePCPerformance Arts$35,000
Kansas Children's Discovery Center
4400 SW 10th AveTopekaKS66604NonePCChildren's Education Programs$205,000
Street Dog Coalition
923 SW Fairlawn RdTopekaKS66606NonePCVeterinary Support for Companion Animals$15,000
Greater Kansas City Community Found
1055 Broadway Suite 130Kansas CityMO64105NonePCPublic Charity Support$200,000
KU Endowment Association
3901 Rainbow BlvdKansas CityKS66160NonePCGateway Project$12,500
Stormont Vail Hospital Foundation
1500 SW 10th AveTopekaKS66604NonePCPublic Health Services$30,000
First United Methodist Church
600 SW Topeka BlvdTopekaKS66603NonePCReligious Education$98,000
CASA of Shawnee County
501 SW Jefferson AveTopekaKS66607NonePCAdvocacy for abused children$20,000
Oregon Community Foundation
1221 SW Yamhill StPortlandOR97205NonePublic Charity Support$100,000
YWCA of NE KS
225 SW 12th StTopekaKS66612NonePCPublic Charity Support$200,000
Friends of the Topeka Zoo
635 SW GageTopekaKS66606My World Capital Campaign$1,100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,315,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$534,005ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$269,680ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescPartnership IncomeDesc
Exclusion14ExclusionCd
Exclusion$410,144ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,213,829ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,213,829TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
Federal Income Tax$40,000
Rounding$3

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Bank Service Charges$27$27
Brokerage Account Fees$70$70
Investment Expenses From Partnerships$355,484$355,484

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPartnership IncomeDesc
Revenue And Expenses Per Books$410,144RevenueAndExpensesPerBooksAmt
Net Investment Income$410,144NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryManagement FeesCategoryTxt
Amt$196,164Amt
Net Investment Income$196,164NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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