2025-11-13T11:11:32-06:00 2024-12-31 331498605 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990PF 2024-01-01 367090069 HAROLD M & ADELINE S MORRISON FAMILY FOUNDATION HARO 3124944513 50 E WASHINGTON STREET 430 CHICAGO IL 60602 HAROLD MORRISON TRUSTEE 3124944513 2025-11-12 1 1 DAVID LOWENTHAL P00378651 3122071040 2025-11-12 2024 2025-03-06 01:10:19Z X 38191661 X 20000 76251 76251 583392 583392 1908744 8879917 1908350 3125861 3125861 5714248 5693854 271950 3675 268275 37754 0 37754 7784 0 0 11568 5784 5784 131614 131614 0 78 0 0 76496 3009 0 43500 0 43500 36915 0 36915 155433 132929 22504 773092 277011 414732 1196000 1196000 1969092 277011 1610732 3745156 5416843 2519325 3587066 3587066 2904 3337 3337 19054703 19451195 24851137 6913979 9166039 9730121 0 20000 20000 28490911 32227637 38191661 19354 8923 4082 6083 23436 15006 X 19094507 22839663 0 0 9372968 9372968 28467475 32212631 28490911 32227637 28467475 3745156 0 32212631 0 32212631 CHARLES SCHWAB #7411 P 633171 475817 157354 157354 CHARLES SCHWAB #7411 P 533245 534950 -1705 -1705 CHARLES SCHWAB #4287 P 287832 243754 44078 44078 CHARLES SCHWAB #4287 P 712606 599702 112904 112904 CHARLES SCHWAB #4450 P 252000 252000 0 0 CHARLES SCHWAB #0577 P 1464547 1455061 9486 9486 CHARLES SCHWAB #0577 P 3795256 3363707 431549 431549 CAPITAL GAINS FROM K-1S P 8 8 8 CAPITAL GAINS FROM K-1S P 15250 15250 15250 MERRILL LYNCH #6397 P 1176045 1176045 1176045 INVESTMENT IN COASTAL REAL ESTATE P 7075 -7075 -7075 INVESTMENT IN ACRE RE II P 39501 -39501 -39501 INVESTMENT IN FIC INC CARLYLE MEZZ P 7395 7395 7395 INVESTMENT IN GRATUTUDE RAILROAD P 2562 2562 2562 1908350 75294 0 75294 0 75294 76393 0 60000 0 136393 0 61099 61099 0 0 0 0 0 0 0 0 0 1 1 0 1 1 IL 1 0 1 0 0 1 N/A FIC CO DAVE GERVASE 3124944513 50 E WASHINGTON ST SUITE 400 CHICAGO IL 60602 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ADELINE S MORRISON 50 E WASHINGTON ST SUITE 430 CHICAGO IL 60602 SECRETARY 1.00 0 0 0 HELEN MORRISON 50 E WASHINGTON ST SUITE 430 CHICAGO IL 60602 CHAIR 1.50 0 0 0 LOIS MORRISON 50 E WASHINGTON ST SUITE 430 CHICAGO IL 60602 DIRECTOR OF OPERATIONS 40.00 73500 0 0 CHARLES BRINLEY 50 E WASHINGTON ST SUITE 430 CHICAGO IL 60602 TREASURER 1.00 0 0 0 BRUCE BOYD 50 E WASHINGTON ST SUITE 430 CHICAGO IL 60602 EXEC. DIRECTOR 40.00 183750 0 0 MARGOT BRINLEY 50 E WASHINGTON ST SUITE 430 CHICAGO IL 60602 VICE CHAIR 1.50 0 0 0 NONE 0 FINANCIAL INVESTMENTS CORPORATION 50 E WASHINGTON STREET STE 430 CHICAGO IL 60602 ACCOUNTING FEES 75000 0 0 4141175 1401258 29750357 35292790 0 0 35292790 529392 34763398 1738170 1738170 75294 2181 77475 1660695 0 1660695 0 1660695 1610732 0 1610732 1660695 0 0 93212 27499 66307 463061 96477 746556 1610732 0 0 0 1610732 0 49963 49963 696593 0 0 0 0 0 0 43249 653344 27499 66307 463061 96477 LOIS MORRISON X AAUW 2500 N NORTHERN AVE WAUKEGAN IL 60087 NONE PC GENERAL SUPPORT 5000 ACHILLES INTERNATIONAL 315 WEST 39TH ST SUITE 205 NEW YORK NY 10018 NONE PC GENERAL SUPPORT 500 ADVANCE ILLINOIS 303 E WACKER DRIVE 19TH FLOOR CHICAGO IL 60601 NONE PC GENERAL SUPPORT 5000 ALEXANDER CHILDREN'S FOUNDATION 6220 THERMAL ROAD CHARLOTTE NC 28211 NONE PC ALEXANDER YOUTH NETWORK 1000 AMERICA SCORES NEW YORK 520 8TH AVE SUITE 201C NEW YORK NY 10018 NONE PC GENERAL SUPPORT 1500 ANNE K TAYLOR FUND 2724 ARVIN ROAD BILLINGS MT 59102 NONE PC GENERAL SUPPORT 2000 ARISE CHICAGO 1700 W HUBBARD 2E CHICAGO IL 60622 NONE PC GENERAL SUPPORT 1000 BILLION OYSTER PROJECT 10 SOUTH STREET SLIP 7 NEW YORK NY 10004 NONE PC GENERAL SUPPORT 1500 BOYS & GIRLS CLUB OF LAKE COUNTY 730 S MARTIN LUTHER KING AVE WAUKEGAN IL 60085 NONE PC SUPPORT OF CAMP PROGRAMS 5000 BRUSHWOOD CENTER OF RYERSON WOODS 21850 N RIVERWOODS ROAD DEERFIELD IL 60015 NONE PC GENERAL SUPPORT 47500 BRUSHWOOD CENTER OF RYERSON WOODS 21850 N RIVERWOODS ROAD DEERFIELD IL 60015 NONE PC IN HONOR OF MAXINE M. HUNTER 10000 CAMP FOR ALL KIDS 818 E 63RD STREET 193 CHICAGO IL 60637 NONE PC GENERAL SUPPORT 25000 CAMPING WITH CRADLE PO BOX 481431 CHARLOTTE NC 28269 NONE PC GENERAL SUPPORT 4000 CATAWBA RIVERKEEPER 102 MAIN ST SUITE 100 MCADENVILL NC 28101 NONE PC GENERAL SUPPORT 2500 CHICAGO BOTANIC GARDEN 1000 LAKE COOK ROAD GLENCOE IL 60022 NONE PC WINDY CITY HARVEST IN HONOR OF LOIS STEANS 25000 CHICAGO BOTANIC GARDEN 1000 LAKE COOK ROAD GLENCOE IL 60022 NONE PC GENERAL SUPPORT 30000 CHICAGO VOYAGERS 534 PRATT AVE N SCHAUMBURG IL 60193 NONE PC GENERAL SUPPORT 45000 CHILDREN & NATURE NETWORK 1611 COUNTY RD B WEST SUITE 315 ROSEVILLE MN 55133 NONE PC GENERAL SUPPORT 10000 CLEANAIRE NC PO BOX 5311 CHARLOTTE NC 28299 NONE PC HISTORIC WEST END GREEN DISTRICT 10000 COLLEGE OF LAKE COUNTY FOUNDATION 19351 W WASHINGTON ST GRAYSLAKE IL 60030 NONE PC GREEN YOUTH FARM 13000 COLLEGE OF LAKE COUNTY FOUNDATION 19351 W WASHINGTON ST GRAYSLAKE IL 60030 NONE PC URBAN FARM 225000 COMMUNITY 365 PO BOX 365 WINTHROP HARBOR IL 60096 NONE PC LC JOY SUMMIT 1000 CONSERVING CAROLINA 847 CASE STREET HENDERSONVILLE NC 28792 NONE PC HURRICANE HELENE RESPONSE 2500 COOL LEARNING EXPERIENCE 401 N GENESEE WAUKEGAN IL 60079 NONE PC GENERAL SUPPORT 65000 DEPAUL UNIVERSITY - IRWIN STEANS CENTER 2233 N KENMORE CHICAGO IL 60614 NONE PC SUPPORT ENVIRONMENTAL INTERNSHIPS 9000 ELAWA FARM FOUNDATION 1401 MIDDLEFORK DR LAKE FOREST IL 60045 NONE PC GENERAL SUPPORT 10000 ENVIRONMENTAL GRANTMAKERS ASSOCIATION 475 RIVERSIDE DR ROOM 960 NEW YORK NY 10115 NONE PC GENERAL SUPPORT 8000 ENVIRONMENTAL LAW & POLICY CENTER 35 E WACKER DRIVE SUITE 1600 CHICAGO IL 60601 NONE PC GENERAL SUPPORT 5000 FAITH IN PLACE 5416 SOUTH CORNELL AVENUE 4TH FLOOR CHICAGO IL 60615 NONE PC GENERAL SUPPORT 5000 FARMWORKER & LANDSCAPER ADVOCACY PROJECT 100 N LASALLE ST SUITE 2500 CHICAGO IL 60602 NONE PC FOR WORK IN LAKE COUNTY 4000 FRIENDS OF NACHUSA GRASSLANDS 8772 S LOWDEN ROAD FRANKLIN GROVE IL 61031 NONE PC GENERAL SUPPORT 1000 GARDENEERS 3414 WEST ROOSEVELT RD 2 CHICAGO IL 60624 NONE PC GENERAL SUPPORT 7000 GOVERNORS ISLAND FOUNDATION 10 SOUTH STREET SLIP 7 NEW YORK NY 10004 NONE PC GENERAL SUPPORT 2000 GREENHOUSE SCHOLARS 1820 FOLSOM STREET BOULDER CO 80302 NONE PC SUPPORT SCHOLARS IN CHARLOTTE, NC 1500 GROWNYC PO BOX 2377 NEW YORK NY 10272 NONE PC GENERAL SUPPORT 1500 HEART OF THE CITY PO BOX 356 WAUKEGAN IL 60079 NONE PC GENERAL SUPPORT 10000 HISTORY CENTER LAKE FOREST LAKE BLUFF 509 E DEERPATH ROAD LAKE FOREST IL 60045 NONE PC GENERAL SUPPORT 4000 IL ENVIRONMENTAL COUNCIL EDUCATION FUND 520 E CAPITOL SPRINGFIELD IL 62701 NONE UNKNOWN GENERAL SUPPORT 6000 IL ENVIRONMENTAL COUNCIL EDUCATION FUND 520 E CAPITOL SPRINGFIELD IL 62701 NONE UNKNOWN CLEAN POWER LAKE COUNTY 5000 JOSSELYN 1135 SKOKIE BLVD NORTHBROOK IL 60062 NONE PC GENERAL SUPPORT 7000 JUSTICE OUTSIDE 436 14TH ST SUITE 1209 OAKLAND CA 94612 NONE PC GENERAL SUPPORT 5000 LAKE COUNTY COMMUNITY FOUNDATION 1200 UNIVERSITY CENTER DRIVE SUITE 333 GRAYSLAKE IL 60030 NONE PC CAMPAIGN FOR A THRIVING LAKE COUNTY 37500 LAKE COUNTY COMMUNITY FOUNDATION 1200 UNIVERSITY CENTER DRIVE SUITE 333 GRAYSLAKE IL 60030 NONE PC GENERAL SUPPORT 8500 LAKE FOREST COLLEGE 555 N SHERIDAN ROAD LAKE FOREST IL 60045 NONE PC GENERAL SUPPORT 1500 LAKE FOREST FDN FOR HISTORIC PRESERVATION 400 EAST ILLINOIS ROAD LAKE FOREST IL 60045 NONE PC GENERAL SUPPORT 1000 LAKE FOREST OPEN LANDS 350 N WAUKEGAN ROAD LAKE FOREST IL 60045 NONE PC CONSERVATION LEADERSHIP & ENGAGEMENT 15000 LAKE JAMES ENVIRONMENTAL ASSOCIATION PO BOX 430 NEBO NC 28761 NONE PC GENERAL SUPPORT 2500 LEGACY GLOBAL PROGRAMS 4435 E HOLMES AVE SUITE 200 MESA AZ 85206 NONE PC FBO SUPPLY CHAIN FOUNDATION 1500 LEGACY REENTRY FOUNDATION NFP 418-420 W CLAYTON ST WAUKEGAN IL 60085 NONE PC GENERAL SUPPORT 16500 LIBERTY PRAIRIE 550 HARRIS ROAD GRAYSLAKE IL 60030 NONE PC LIVING LABORATORY SUPPORT 25000 LINCOLN PARK ZOO 2001 N CLARK STREET CHICAGO IL 60614 NONE PC GENERAL SUPPORT 2500 LYRIC OPERA OF CHICAGO 20 N WACKER DR SUITE 860 CHICAGO IL 60606 NONE PC GENERAL SUPPORT 5000 METROSQUASH 6100 S COTTAGE GROVE AVE CHICAGO IL 60637 NONE PC TO HONOR JANAE MEYER 5000 MOTE MARINE LABORATORY 1600 KEN THOMPSON PARKWAY SARASOTA FL 34236 NONE PC SEA TURTLE CONSERVATION 5000 MUDDY SNEAKERS PO BOX 146 BREVARD NC 28712 NONE PC GENERAL SUPPORT 35000 NATIONAL PARK FOUNDATION 1500 K STREET NW SUITE 700 WASHINGTON DC 20005 NONE PC GENERAL SUPPORT 1000 NORTH CAROLINA WILDLIFE FEDERATION 1346 SAINT JULIEN STREET CHARLOTTE NC 28205 NONE GROUP GENERAL SUPPORT 29000 NORTH CHICAGO COMMUNITY PARTNERS 855 SKOKIE HIGHWAY SUITE D LAKE BLUFF IL 60044 NONE PC GENERAL SUPPORT 2500 NORTHWESTERN LAKE FOREST HOSPITAL 541 NORTH FAIRBANKS COURT SUITE 800 CHICAGO IL 60611 NONE UNKNOWN GENERAL SUPPORT 1500 OPENLANDS 25 E WASHINGTON ST SUITE 1650 CHICAGO IL 60602 NONE PC GENERAL SUPPORT 53500 PLANNED PARENTHOOD SOUTH ATLANTIC 100 SOUTH BOYLAN AVENUE RALEIGH NC 27603 NONE PC GENERAL SUPPORT 2500 POTOMAC CONSERVANCY 962 WAYNE AVE SUITE 540 SILVER SPRING MD 20910 NONE PC GENERAL SUPPORT 12500 PRESERVATION FNDN OF LC FOREST PRESERVES 1899 WEST WINCHESTER ROAD LIBERTYVILLE IL 60048 NONE PC GENERAL SUPPORT 10000 RAGDALE FOUNDATION 1260 N GREEN BAY ROAD LAKE FOREST IL 60045 NONE PC "NEXT" CAMPAIGN 37500 RAGDALE FOUNDATION 1260 N GREEN BAY ROAD LAKE FOREST IL 60045 NONE PC GENERAL SUPPORT 10000 RARE 1310 N COURTHOUSE ROAD SUITE 110 ARLINGTON VA 22201 NONE PC GENERAL SUPPORT 12500 RAVINIA FESTIVAL 418 SHERIDAN ROAD HIGHLAND PARK IL 60035 NONE PC RSMI GIFT TO HONOR LOIS STEANS & MAXINE HUNTER 110000 RAVINIA FESTIVAL 418 SHERIDAN ROAD HIGHLAND PARK IL 60035 NONE PC RAVINIA'S SMI SINGER & OUTREACH 25000 READING POWER INC 736 N WESTERN AVE SUITE 226 LAKE FOREST IL 60045 NONE PC GENERAL SUPPORT 2000 RETI CENTER 93 DIKEMAN ST BROOKLYN NY 11231 NONE PC GENERAL SUPPORT 1500 ROBERTI COMMUNITY HOUSE PO BOX 65 LAKE FOREST IL 60045 NONE POF GENERAL SUPPORT 2500 SIERRA CLUB FOUNDATION 2101 WEBSTER STREET SUITE 1250 SAN FRANCISCO CA 94612 NONE PC OUTDOOR ALLIANCE FOR KIDS GENERAL OPERATIONAL SUPPORT 5000 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONTGOMERY AL 36104 NONE PC GENERAL SUPPORT 5000 SUSANNA FARMS FOUNDATION 24153 W TOWNLINE RD LAKE VILLA IL 60046 NONE PC GENERAL SUPPORT 3000 THE FIELD MUSEUM 1400 S LAKE SHORE DRIVE CHICAGO IL 60605 NONE PC GENERAL SUPPORT 1500 THE NATURE CONSERVANCY IN ILLINOIS 400 N MICHIGAN AVE SUITE S1100 CHICAGO IL 60611 NONE PC GENERAL SUPPORT 5000 THE TRUST FOR PUBLIC LAND 101 MONTGOMERY STREET SUITE 900 SAN FRANCISCO CA 94104 NONE GROUP GENERAL SUPPORT 7500 THE WAY OF THE RAIN 903 W ALAMEDA ST SUITE 906 SANTA FE NM 87501 NONE PC GENERAL SUPPORT 2000 TOGETHER FOR NATURE 35430 N EVERETT AVE INGLESIDE IL 60041 NONE PC GENERAL SUPPORT 3000 TREESCHARLOTTE PO BOX 32367 CHARLOTTE NC 28232 NONE PC COMMUNITY ENGAGEMENT WORK 7000 UNIVERSITY OF CHICAGOSSA FUND 969 E 60TH STREET CHICAGO IL 60637 NONE PC CROWN FAMILY SCHOOOL FUND 1500 WAYFINDERS 725 PROVIDENCE ROAD SUITE 212 CHARLOTTE NC 28207 NONE PC GENERAL SUPPORT 29000 WILD EARTH ALLIES 2 WISCONSIN CIRCLE SUITE 900 CHEVY CHASE MD 20815 NONE PC GENERAL SUPPORT 1000 WINDWARD FUND 1828 L STREET NORTHWEST SUITE 300-C WASHINGTON DC 20036 NONE PC GENERAL SUPPORT 5000 YALE SCHOOL OF THE ENVIRONMENT 195 PROSPECT ST NEW HAVEN CT 06511 NONE GROUP YALE CENTER FOR ENVIRONMENTAL JUSTICE 5000 YELLOWSTONE FOREVER PO BOX 1857 BOZEMAN MT 59771 NONE PC GENERAL SUPPORT 1500 YOUTH CONSERVATION CORPS 1020 W GREENWOOD AVE WAUKEGAN IL 60087 NONE PC GENERAL SUPPORT 10000 1196000 0 14 76251 14 583392 14 3125861 18 1908744 0 5694248 0 5694248 3 DONATE INCOME TO CHARITIES 4 DONATE INCOME TO CHARITIES 7 DONATE INCOME TO CHARITIES 8 DONATE INCOME TO CHARITIES 10 DONATE INCOME TO CHARITIES 0 0 0 0 0 0 0 0 0 0 X X 1 ADELINE S MORRISION 50 E WASHINGTON ST STE 430 CHICAGO IL 60602 20000 X TAX PREP FEES 11568 5784 5784 FIFTH THIRD BANCORP 1477619 2016840 INTEROCEAN SCHWAB 13229863 15730681 JP MORGAN CHASE 2617 1606057 SCHWAB 2333488 2386222 SCHWAB DAF 2313162 2776117 VALLEY NATIONAL BANCORP 94446 335220 ATLANTIC CREEK REAL ESTATE III AT COST 128699 0 BRAUVIN III AT COST 1000000 1000000 CAMBIUM CARBON AT COST 150000 150000 CIRCLE TOWERS SENIOR INVESTORS AT COST 972601 750000 COPIA CREDIT IMPACT FUND I LLC AT COST 150280 190931 IMPACT ENGINE PE FUND II AT COST 592888 731250 KINZIE FUND II-A AT COST 124987 137394 LAKESIDE WORKFORCE HOUSING II AT COST 174902 377708 LARAMAR /HARTFORD JV FUND AT COST 440210 542075 LARAMAR MFVF III AT COST 715889 743456 LARAMAR MOB AT COST 599871 685331 LARAMAR MOB II AT COST 118792 130303 ROSE AFFORDABLE HOUSING PRES IV AT COST 348018 483513 SAAS CAPITAL IV AT COST 916614 895024 SAAS III AT COST 298463 300738 VISTRIA FUND IV AT COST 588569 612398 RAPID FIRE AT COST 914576 1000000 ARUZA AT COST 930680 1000000 LEGAL FEES 7784 0 0 LEGACY REENTRY FOUNDATION 0 20000 20000 TELEPHONE EXPENSE 600 0 600 OTHER DEDUCTIONS - K-1'S 132929 132929 0 MEMBERSHIP FEES 3151 0 3151 SUPPLIES 762 0 762 MISCELLANEOUS FEES 7919 0 7919 GRANT MANAGEMENT FEES 10072 0 10072 COASTAL REAL ESTATE 2753979 2753979 2753979 COPIA CREDIT IMPACT FUND I LLC -40651 -40651 -40651 FIC INC PARTNERSHIP 151 151 151 GRATITUDE RAILROAD VENTURES -280 -280 -280 IMPACT ENGINE -4459 -4459 -4459 LAKESIDE II -22341 -22341 -22341 LARAMAR KODIAK -40836 -40836 -40836 LARAMAR MFV III 98922 98922 98922 LARAMAR MOB 6139 6139 6139 ROSE FUND IV 88471 88471 88471 SAAS CAPITAL III 101598 101598 101598 SAAS CAPITAL IV 129082 129082 129082 VISTRIA FUND IV 8 8 8 CIRCLE TOWER SENIOR INVESTORS 60164 60164 60164 LARAMAR MOB II -4086 -4086 -4086 K-1 BASIS - FIC INCOME PARTNERSHIP 4082 114 K-1 BASIS - KINZIE FUND II-A 0 5969 MANAGEMENT FEES 56614 56614 0 FIC ACCOUNTING FEES 75000 75000 0 ADELINE S MORRISON 50 E WASHINGTON STREET 430 CHICAGO IL 60602 MARGOT M BRINLEY 50 E WASHINGTON STREET 430 CHICAGO IL 60602 HELEN MORRISON 50 E WASHINGTON STREET 430 CHICAGO IL 60602 HAROLD M MORRISON 50 E WASHINGTON STREET 430 CHICAGO IL 60602 LOIS L MORRISON 50 E WASHINGTON STREET 430 CHICAGO IL 60602 TAX WITHHELD 76496 3009 0