2025-11-17T11:21:32-06:00 2024-12-31 522334868 GRANDIZIO WILKINS LITTLE & MATTHEWS 211 SCHILLING CIRCLE STE 188 HUNT VALLEY MD 21031 990PF 2024-04-04 934944819 MORRIS FAMILY FOUNDATION C/O MARIANNE SCHMITT HELLAUER MORR 4102447414 750 EAST PRATT STREET SUITE 900 BALTIMORE MD 21202 MARIANNE SCHMITT HELLAUER TRUSTEE 4102447414 2025-11-17 1 0 RICHARD J HOBAN JR P01405634 4104940885 2024 2025-03-06 01:10:19Z X X 2775258 X 2533404 38901 34650 -83 42863 0 2572222 34650 0 0 0 9128 0 0 6921 6921 0 16049 6921 0 50000 50000 66049 6921 50000 2506173 27729 745 745 0 349374 348265 0 8078 8035 0 1954773 2418213 0 2312970 2775258 0 0 X 0 0 0 0 0 2312970 0 2312970 0 2312970 0 2506173 0 2506173 193203 2312970 FIDELITY 42863 42946 -83 -83 -83 385 0 385 0 385 0 0 850 0 850 0 465 465 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 1 0 0 1 N/A MARIANNE SCHMITT HELLAUER 4102447414 750 EAST PRATT STREET SUITE 900 BALTIMORE MD 21202 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARIANNE SCHMITT HELLAUER CO VENABL 750 EAST PRATT STREET SUITE 900 BALTIMORE MD 21202 TRUSTEE 1.00 0 0 0 K ANN MORRIS 1 JOHN ANDERSON DRIVE 519 ORMOND BEACH FL 32176 TRUSTEE 1.00 0 0 0 MICHAEL N MORRIS PO BOX 112 KERENS WV 26276 TRUSTEE 1.00 0 0 0 HENRY A GRANDIZIO CO GWLM LLP 211 SCHILLING CIRCLE 188 HUNT VALLEY MD 21031 TRUSTEE 1.00 0 0 0 STEPHEN L OWEM 847 TANBARK DRIVE 202 NAPLES FL 34108 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 2646890 4140 0 2651030 0 0 2651030 39765 2611265 97296 97296 385 385 96911 0 96911 0 96911 50000 0 46911 96911 96911 0 0 0 96911 0 0 0 96911 0 0 0 0 0 0 0 0 0 0 0 0 X RANDOLPH-MACON ACADEMY 200 ACADEMY DRIVE FRONT ROYAL VA 22630 SCHOOL SUPPORT EDUCATIONAL PROGRAMS 50000 50000 0 14 38901 18 -83 0 38818 0 38818 0 0 0 0 0 0 0 0 0 0 X X 1 ARTHUR & KATHRYN MORRIS CHARITABLE REMAINDER TRUST UA DTD 12193 750 E PRATT STREET SUITE 900 BALTIMORE MD 21202 2512412 X 2 ARTHUR & KATHRYN MORRIS CHARITABLE REMAINDER TRUST UA DTD 12193 750 E PRATT STREET SUITE 900 BALTIMORE MD 21202 20992 X 1 SECURITIES 2512412 2024-04-05 MORRIS FAMILY FOUNDATIONEIN: 93-49448192024 FORM 990-PFPART XI, LINE 3BAMOUNTS SET ASIDE - CASH DISTRIBUTION TEST THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH TREAS. REG. 53.4942(A)-3(B)(7)(II): (A) THE MORRIS FAMILY FOUNDATION (THE "FOUNDATION") IS SETTING ASIDE FUNDS TO DEVELOP AN ENDOWMENT FUND FROM WHICH GRANTS WILL BE MADE TO PUBLICLY SUPPORTED CHARITIES IN FURTHERANCE OF THEIR LONG-TERM SUPERVISED CHARITABLE PROJECTS. (B) THE AMOUNTS SET ASIDE FOR THE PROJECTS DESCRIBED ABOVE WILL ACTUALLY BE PAID WITHIN A PERIOD OF TIME THAT ENDS NOT MORE THAN 60 MONTHS AFTER THE DATE OF THE SET-ASIDE. (C) THE PROJECTS DESCRIBED ABOVE WILL NOT BE COMPLETED BEFORE THE END OF THE TAXABLE YEAR OF THE FOUNDATION IN WHICH THE SET ASIDE IS MADE. (D) THE DISTRIBUTABLE AMOUNT DETERMINED UNDER 4942(D) FOR PAST TAXABLE YEARS IN THE FOUNDATION'S START-UP AND FULL PAYMENT PERIODS:YEAR OF CREATION: 2024START-UP PERIOD DISTRIBUTABLE AMOUNT MINIMUM DISTRIBUTION2024 $96,911 20% $19,3822025 N/A 40% 2026 N/A 60%2027 N/A 80% (E) AGGREGATE DISTRIBUTIONS FOR CHARITABLE PURPOSES DURING THE FOUNDATION'S START-UP AND FULL PAYMENT PERIODS:START-UP PERIOD CASH DISTRIBUTIONS2024 $50,0002025 N/A2026 N/A2027 N/ATOTAL $50,000 CITIGROUP INC NOTE 8078 8035 135123 135902 214251 212363 SCHWAB S&P 500 INDEX FUND AT COST 1208583 1529769 VANGUARD GROWTH INDEX ADMIRAL AT COST 170771 223811 PINCO INCOME FUND INSTITUTIONAL FUND AT COST 236015 212195 INVESCO QQQ TR UNIT SER AT COST 339404 452438 LEGAL FEES 9128 0 0 ADJUST FROM FMV TO BOOK VALUE OF DONATED SECURITIES 192090 MISC COST BASIS ADJUSTMENTS 1113 INVESTMENT ADVISORY FEES 6921 6921 0 ARTHUR & KATHRYN MORRIS CHARITABLE REMAINDER TRUST UA DTD 12193 750 E PRATT STREET SUITE 900 BALTIMORE MD 21202