2026-03-16T12:44:29-05:00 2025-12-31 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990PF 2025-01-01 412008689 The Morsman Family Foundation MORS 7634427997 3305 Hazelwood West Minnetonka MN 55391 Amy Morsman President/Treasurer 7634427997 2026-03-09 1 Deb Nelson CPA P01264758 6122536500 2026-03-04 2025 2025-03-06 01:10:19Z X 842018 X X 16966 16886 20018 129769 20018 36984 36904 0 0 0 2153 0 2153 8581 8581 0 3607 0 0 156 0 156 14497 8581 2309 35400 35400 49897 8581 37709 -12913 28323 1914 3548 3548 380930 374276 742964 103143 95250 95506 485987 473074 842018 0 0 X 485987 473074 0 0 0 0 485987 473074 485987 473074 485987 -12913 0 473074 0 473074 Publicly Traded Securities P 129723 109751 19972 19972 Capital Gains Dividends P 46 46 46 20018 394 0 394 0 394 2240 0 0 0 2240 0 1846 1846 0 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 N/A Amy Morsman 7634427997 3305 Hazelwood West Minnetonka MN 55391 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Amy S Morsman 3305 Hazelwood West Minnetonka MN 55391 President/Treasurer 0.25 0 0 0 Jeffrey H Morsman 3305 Hazelwood West Minnetonka MN 55391 VP/Secretary/Asst. Treasurer 0.25 0 0 0 Edgar M Morsman Jr 3305 Hazelwood West Minnetonka MN 55391 Director 0.25 0 0 0 Elizabeth H Morsman 3305 Hazelwood West Minnetonka MN 55391 Director 0.25 0 0 0 James C Morsman 3305 Hazelwood West Minnetonka MN 55391 Director 0.25 0 0 0 Angela Peyton Morsman 3305 Hazelwood West Minnetonka MN 55391 Director 0.25 0 0 0 NONE 0 NONE 0 0 832037 4505 0 836542 0 0 836542 12548 823994 41200 41200 394 394 40806 0 40806 0 40806 37709 0 37709 40806 35294 0 0 37709 35294 0 0 2415 0 0 0 0 0 0 0 0 38391 0 0 0 Edgar M Morsman Jr Elizabeth H Morsman X Brooke USA 2333 Alexandria Drive Lexington KY 40504 None PC Equine and human welfare in the developing world 1200 Chatfield Music Lending Library 81 Library Lane SW Chatfield MN 55923 None PC Library of sheet music to provide access 1800 Climate Generation 2801 21st Ave S Suite 110 Minneapolis MN 55407 None PC Education and advocacy to combat climate change 1200 Clothes to Kids Denver PO Box 100874 Denver CO 80250 None PC Access to clothing for children in need 1180 Conservation Colorado 303 East 17th Avenenue Suite 400 Denver CO 80203 None PC Education arm of conservation Colorado 1180 Food Bank of the Rockies 10700 E 45th Avenue Denver CO 80239 None PC Addressing food insecurity 900 Freedom Service Dogs 2000 West Union Drive Englewood CO 801105567 None PC Service dogs for U.S. veterans 2000 Humane Society of the South Platte Valley 2129 W Chenango Ave Unit A Littleton CO 80120 None PC Animal welfare 1180 Immigrant Law Center of Minnesota 450 N Syndicate St Suite 200 St Paul MN 55104 None PC Legal rights for people in the U.S. 500 Integrated Family Community Services 3370 S Irving Street Englewood CO 80110 None PC Social services for families in need 1180 Loaves and Fishes 721 Kasota Avenue SE Minneapolis MN 55414 None PC Addressing food insecurity 1200 Minnesota Land Trust 2356 University Avenue West Suite 240 StPaul MN 551149924 None PC Land and environmental conservation 1200 Minnesota Landscape Arboretum 3675 Arboretum Dr Chaska MN 55318 None PC Horticultural research, preservation and education 6000 One Village Partners 715 Florida Ave S Minneapolis MN 55426 None PC Economic development in Sierra Leone 1200 Open Door Youth Gang Alternatives 1615 California Suite 712 Denver CO 80202 None PC After school programs for at risk youth 2000 People Serving People 614 Third Street South Minneapolis MN 554151104 None PC Homeless shelter and job training 1200 Raptor Education Group Inc PO Box 481 Antigo WI 54409 None PC Wildlife rehabilitation and education 1000 Rocky Mountain Micro Finance Institute 1209 W 10th Ave Denver CO 80204 None PC Micro-lending for nontraditional borrowers 1000 Rocky Mountain PBS 2101 Arapahoe St Denver CO 80205 None PC Public broadcasting 1180 Second Harvest Heartland PO Box 64051 St Paul MN 55164 None PC Addressing food insecurity 500 The Brinton Museum PO Box 460 Big Horn WY 82833 None PC Museum of Western Art 2000 The Trevor Project PO Box 90069 West Hollywood CA 90069 None PC LGBTQ safety 1200 Wildlife Rehabilitation Center of Minnesota 2530 Dale Street N Roseville MN 55113 None PC Wildlife rehabilitation 1200 Wyoming Wilderness Association PO Box 6588 Sheridan WY 82801 None PC Environmental Conservation 1000 Youth Advantage PO 11 Stillwater MN 55082 None PC After school programs for youth in need 1200 35400 0 14 16966 18 20018 0 36984 0 36984 0 0 0 0 0 0 0 0 0 0 Tax Preparation Fees 2153 0 2153 Abbott Laboratories 3228 12028 Accenture Plc Ireland 20897 23610 Aflac Inc 2169 9042 Air Products & Chemicals Inc 1045 3705 American Water Works Co Inc. 2371 3915 Amgen Inc 5446 9819 Amphenol Corp New CL A 4008 8514 Analog Devices Inc 20548 44477 Apple Inc 22592 53013 Atmos Energy Corp 2222 3353 Automatic Data 464 3087 Becton Dickinson & Co 2260 5628 Berkley W R Corporation 3492 4137 Blackrock Inc Com New 4871 13914 Broadcom Inc 14244 39802 BroadRidge Financial Solutions 1740 7811 Brown and Brown Inc Com 1382 11796 Brown-Forman Corp CL B 957 1590 Cencora Inc 4518 15537 Chubb Ltd 6853 16854 Church & Dwight Inc 1530 2096 Cintas Corp 3600 7335 Cisco Systems Inc 18483 33585 CMS Energy Corp 2066 3077 Colgate-Palmolive CO 1777 3319 Commerce Bancshares Inc 1793 4711 Constellation Energy 4892 5652 Costco WHSL Corp New 898 6036 Ecolab Inc 994 5775 Eli Lilly & Co 2411 3224 Emerson Electric Co 2719 5972 Factset Research Systems Inc 1797 6965 Federal Rlty Invt TR NEW 7856 5544 Genl Dynamics Corp 1422 6397 Grainger W W Inc 631 6054 Home Depot Inc 7949 9979 Illinois Tool Works Inc 863 4433 Intercontinental Exch 7746 13281 Intuit Inc 5397 4637 Jack Henry & Assoc Inc 797 5839 Johnson & Johnson 3672 14693 Linde Plc 1961 5117 Lowes Companies Inc 6982 15434 L3Harris Technologies 2215 13211 Mastercard Inc CLA A 4214 4567 MC Cormick & Co Inc 617 2180 McDonalds Corp 8564 17115 Medtronic Plc 5534 7012 Microsoft Corp 23609 46911 Modelez Intl Inc 2179 2692 New Jersey Res Corp 2645 3551 Nextera Energy Inc 750 4977 Nike Inc Class B 7381 7008 P P G Industries Inc 2150 2152 Parker-Hannifin Corp 12817 21095 Paychex Inc 1219 4375 Pepsico Incorporated 1118 3301 Phillips 66 14114 16775 Procter & Gamble Co 2039 4299 Prologis Inc 4253 3574 Realty Income Corp 1571 4115 Roper Technologies 3997 3116 S&P Global Inc 4197 12020 Sherwin Williams Co 1492 3240 Stryker Corp 2123 13707 Target Corp 4255 1760 Texas Instruments Inc 14240 16308 Tractor Supply Co 6818 7602 UnitedHealth Group 2489 4952 Visa Inc Class A 13260 16834 Walmart Inc 1983 12144 WEC Energy Group Inc 720 2215 Xylem Inc 2038 4085 Zoetis Inc 6132 5284 Ally Bank CD AT COST 59850 60106 Federation Hermes Treasury Obligations Fund AT COST 35400 35400 MN Annual Filing Fee 25 0 25 Miscellaneous Fees 131 0 131 Wells Fargo Agency Fees 8581 8581 0 Excise Taxes 3607 0 0