MARK & BETTE MORRIS FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MARK & BETTE MORRIS FAMILY FOUNDATION (EIN 48-1077121)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-16
- IRS object ID
- 201433219349100548
- Schema version
- 2013v3.1
- 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
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-16T10:30:46-00:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mark Young CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5224 SW 40th Terrace | AddressLine1 |
| City | Topeka | City |
| State | KS | State |
| ZIP Code | 66610 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Topeka | City |
| State | KS | State |
| ZIP Code | 66606 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bette M Morris | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2014-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark Young | PreparerPersonNm |
| Phone | 7852711681 | PhoneNum |
| Preparation | 2014-11-16 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $57,220,536 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $50,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $44,075 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $44,075 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $112,652 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $112,652 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $784,586 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,104,119 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $784,586 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $164,443 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $164,443 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,155,756 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,105,756 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $288,826 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $288,826 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $50,991 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,734 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $17,362 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $328,448 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $328,448 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $685,627 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $622,008 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,973,080 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,973,080 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,658,707 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $622,008 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,973,080 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,502,951 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $483,748 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,717,820 | CashBOYAmt |
| Cash EOY | $644,483 | CashEOYAmt |
| Cash EOYFMV | $644,483 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,347,442 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,393,573 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,393,573 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $39,584,823 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $46,363,948 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $52,182,480 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,254,870 | OtherAssetsBOYAmt |
| Total Assets BOY | $53,904,955 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,402,004 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $57,220,536 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $9,806,365 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,806,365 | CapitalStockEOYAmt |
| Retained Earning BOY | $44,098,590 | RetainedEarningBOYAmt |
| Retained Earning EOY | $41,595,639 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $53,904,955 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,402,004 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $53,904,955 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,402,004 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $53,904,955 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,502,951 | ExcessRevenueOverExpensesAmt |
| Subtotal | $51,402,004 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $51,402,004 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Installment Note | P | 1988-12-01 | 2013-12-31 | $2,916,710 | $2,254,870 | $661,840 | $661,840 |
| HWVP II | P | 1999-04-01 | 2013-03-27 | $3,789 | $175,053 | -$171,264 | -$171,264 |
| HWVP III | P | 2002-04-01 | 2013-12-19 | $21,310 | $237,811 | -$216,501 | -$216,501 |
| Avrora Fund | P | 2002-07-01 | 2013-11-07 | $1,670,559 | $1,651,799 | $18,760 | $18,760 |
| Libra Fund | P | 2001-10-01 | 2013-02-14 | $233,315 | $233,315 | $233,315 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $784,586 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,942,830 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $55,016,062 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.053490 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,159,687 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $60,336,342 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.052368 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,037,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $60,899,633 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.049869 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,092,905 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $57,148,730 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.054120 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,258,364 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $63,266,841 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.051502 | DistributionYr5Rt |
| Total Distribution | 000.261349 | TotalDistributionRt |
| Average Distribution | 000.052270 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $54,646,134 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,856,353 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,837 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,861,190 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,973,080 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,837 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,837 | SubtotalAmt |
| Tax Based On Investment Income | $4,837 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $30,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $30,000 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $30,000 | OriginalReturnTaxPaidAmt |
| Es Penalty | $89 | EsPenaltyAmt |
| Overpayment | $25,074 | OverpaymentAmt |
| Applied To ES Tax | $25,074 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Topeka | City |
| State | KS | State |
| ZIP Code | 66606 | ZIPCode |
| 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 |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 | 140 SW Fairlawn Rd | AddressLine1 |
| City | Topeka | City |
| State | KS | State |
| ZIP Code | 66606 | ZIPCode |
| 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 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 SW 7th Street | AddressLine1 |
| City | Topeka | City |
| State | KS | State |
| ZIP Code | 66606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Consulting/Mgmt | ServiceTypeTxt |
| Compensation | $328,448 | 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 | $46,083,630 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,830,961 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $563,718 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $55,478,309 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $55,478,309 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $832,175 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $54,646,134 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,732,307 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,732,307 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,837 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,837 | TotalTaxAmt |
| Distributable Before Adj | $2,727,470 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,727,470 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,727,470 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,973,080 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,973,080 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,837 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,968,243 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,727,470 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $108,944 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $249,962 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,989 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $172,827 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $346,039 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $879,761 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,973,080 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,727,470 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $245,610 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,125,371 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $108,944 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,016,427 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $249,962 | ExcessFromYear4Amt |
| Excess From Year3 | $1,989 | ExcessFromYear3Amt |
| Excess From Year2 | $172,827 | ExcessFromYear2Amt |
| Excess From Year1 | $346,039 | ExcessFromYear1Amt |
| Excess From Current Year | $245,610 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Topeka Community Foundation | ||||||
| 5431 SW 29th St | Topeka | KS | 66614 | PC | Funding Donor Advised Fund | $150,000 |
| Saint Paul School of Theology | ||||||
| 5123 E Truman Rd | Kansas City | MO | 64127 | PC | Pastor Development Program | $15,000 |
| First United Methodist Church | ||||||
| 600 SW Topeka Blvd | Topeka | KS | 66603 | PC | Operation Support | $135,000 |
| Morris Animal Foundation | ||||||
| 10200 E Girard St | Denver | CO | 80231 | PC | Animal Medical Research | $1,345,500 |
| Kansas University Endowment Association | ||||||
| 1450 Jayhawk Blvd | Lawrence | KS | 66045 | PC | Scholarship Programs | $150,000 |
| Topeka Symphony | ||||||
| PO Box 2206 | Topeka | KS | 66601 | PC | Support of Music programs | $7,500 |
| Kansas Children's Service League | ||||||
| 3545 SW 5th St | Topeka | KS | 66606 | PC | Aid to High Risk Families | $251,664 |
| Oak Hill School | ||||||
| 86397 Eldon Schaffer Dr | Eugene | OR | 97405 | PC | Building Fund | $744,416 |
| Cristo Rey Kansas City | ||||||
| 211 W Linwood | Kansas City | MO | 64111 | PC | Scholarship Assistance | $7,000 |
| Starlight Theater | ||||||
| 4600 Starlight Rd | Kansas City | MO | 64132 | PC | Operating Support of Arts | $3,000 |
| Junior Achievement | ||||||
| 501 SE Jefferson | Topeka | KS | 66607 | PC | Foster Financial Literacy | $10,000 |
| Kansas City Repertory Theatre | ||||||
| 4949 Cherry | Kansas City | MO | 64110 | PC | Performace Arts | $7,000 |
| COR Backpacks for Hunger | ||||||
| 13740 Roe Ave | Leawood | KS | 66224 | PC | Food Donations for Children | $15,000 |
| Aspen Institute | ||||||
| 100 N Third St | Aspen | CO | 81611 | PC | Education and Policy Studies | $3,500 |
| Rose Brooks | ||||||
| PO Box 320599 | Kansas City | MO | 64132 | PC | Support to Abuse Victims | $3,000 |
| Sheltered Living | ||||||
| 3401 SW Harrison St | Topeka | KS | 66611 | PC | Building Campaign | $30,000 |
| Topeka Civic Theater | ||||||
| 3028 SW 8th Ave | Topeka | KS | 66606 | PC | Performance Arts | $3,000 |
| The Public Theater | ||||||
| 425 Lafeyette St | New York | NY | 10003 | PC | Performance Arts | $3,000 |
| NOTO Arts District | ||||||
| 922 N Kansas Ave | Topeka | KS | 66608 | PC | Building Campaign | $35,500 |
| St Mary's School | ||||||
| 900 Hillsborough St | Raleigh | NC | 27603 | PC | Secondary Education Program | $5,000 |
| Theatre Communications Group | ||||||
| 520 Eighth Ave 24th Floor | New York | NY | 10018 | PC | Foster Theatre Communication | $5,000 |
| North Carolina Museum of Art | ||||||
| 2110 Blue Ridge Rd | Raleigh | NC | 27607 | PC | Support Art Exhibits | $5,000 |
| Christ Church | ||||||
| 120 E Edenton St | Raleigh | NC | 27603 | PC | Support Outreach Ministries | $6,000 |
| UNC Playmaker's Repertory | ||||||
| UNC-Chapel Hill CB3235 | Chapel Hill | NC | 27599 | PC | Performance Arts | $3,000 |
| Operation Breakthrough | ||||||
| 3039 Troost | Kansas City | MO | 64109 | PC | Assistance to Needy Families | $10,000 |
| St Paul's Episcopal Church | ||||||
| 11 East 40th St | Kansas City | MO | 64111 | PC | Support Food Pantry | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,973,080 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $156,727 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $164,443 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $784,586 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,105,756 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,105,756 | 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 | AddressLine1 |
| City | Topeka | City |
| State | KS | State |
| ZIP Code | 66606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| Hill's Pet Nutrition | |||||||
| Installment Note | 1988-12 | P | 2013-12 | $2,916,710 | $2,254,870 | Cost | $661,840 |
| Hummer Windblad | |||||||
| HWVP II | 1999-04 | P | 2013-03 | $3,789 | $175,053 | Cost | -$171,264 |
| Hummer Windblad | |||||||
| HWVP III | 2002-04 | P | 2013-12 | $21,310 | $237,811 | Cost | -$216,501 |
| Firebird Management | |||||||
| Avrora Fund | 2002-07 | P | 2013-11 | $1,670,559 | $1,651,799 | Cost | $18,760 |
| Libra Management | |||||||
| Libra Fund | 2001-10 | P | 2013-02 | $233,315 | Cost | $233,315 | |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (28 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Alpine Heritage Fund | FMV | $1,000,000 | $1,115,742 |
| Turner-Agassi Charter School Fund | FMV | $675,028 | $620,471 |
| Cerebellum Funds | FMV | $2,061,779 | $1,944,508 |
| Good Harbor | FMV | $997,517 | $1,247,876 |
| RD Legal Funding Partners | FMV | $1,088,449 | $1,212,776 |
| Morgan Creek Credit Strategies | FMV | $177,734 | $37,867 |
| Morgan Creek Fund | FMV | $2,000,000 | $1,533,760 |
| Hummer Windblad Venture Partners | FMV | $111,293 | $15,493 |
| Providence MBS Offshore | FMV | $3,000,000 | $3,258,786 |
| Morgan Creek Absolute Return | FMV | $8,000,000 | $6,239,346 |
| Sloan Investment Fund | FMV | $363,700 | $128,957 |
| 21VC Fund II | FMV | $616,416 | $215,612 |
| Skylands Harbour Fund | FMV | $1,038,215 | $3,471,274 |
| Morgan Creek Opportunity Fund | FMV | $8,177,275 | $11,852,086 |
| Paul Royalty Fund II | FMV | $82,777 | $125,479 |
| IBS Opportunity Fund | FMV | $1,500,000 | $2,887,539 |
| Firebird Global Fund | FMV | $700,000 | $753,076 |
| Morgan Creek BRIC Fund | FMV | $2,000,000 | $1,807,179 |
| Morgan Creek Dislocation Fund | FMV | $434,179 | $145,262 |
| Morgan Creek Partners III | FMV | $1,653,604 | $2,095,686 |
| Value Partners Asia Fund | FMV | $2,346,817 | $2,843,375 |
| Capital Management Group | FMV | $1,118,790 | $1,067,987 |
| Mill Creek Management | FMV | $1,000,000 | $1,117,966 |
| Morgan Rio Fund | FMV | $2,000,000 | $2,088,947 |
| Prophecy Trading Advisors | FMV | $1,000,000 | $1,054,413 |
| CommonFund Natural Resources IX | FMV | $220,375 | $230,000 |
| TCA Global Credit Fund | FMV | $1,000,000 | $1,000,000 |
| Morgan Creek Tactical Fund | FMV | $2,000,000 | $2,071,017 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Periodic Payment Receivable - Hills Pet Nutrition | Desc |
| BOY Book Value | $2,254,870 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Management Fees | Desc |
| Revenue And Expenses Per Books | $328,448 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $328,448 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Sloan Enterprises | $5,099 | $5,099 |
| RD Legal Funding Partners | $30,970 | $30,970 |
| Paul Royalty Fund II | $61,208 | $61,208 |
| Cerebellum ATM Fund | $161,815 | $161,815 |
| Morgan Creek Partners, III | -$94,649 | -$94,649 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (12 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Valuation Services | $920 | $920 |
| Hummer Windblad Venture Partners II | $886 | $886 |
| Hummer Windblad Venture Partners III | $617 | $617 |
| Hummer Windblad Venture Partners IV | $393 | $393 |
| Firebird Avrora Fund | $17,055 | $17,055 |
| 21 VC Fund | $4,728 | $4,728 |
| Canyon Agassi Charter School Fund | $316 | $316 |
| Paul Royalty Fund II | $41,034 | $41,034 |
| Cerebellum ATM Fund | $129,019 | $129,019 |
| CommonFund Natural Resource Fund IX | $9,592 | $9,592 |
| Value Partners Fund | $40,076 | $40,076 |
| Morgan Creek Partners III | $44,190 | $44,190 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Income Tax | $43,216 | |
| Kansas Income Tax | $3,041 | |
| Foreign Tax on Investment Income | $4,734 | $4,734 |
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