2026-08-06T08:00:20-05:00 2025-12-31 522334868 GRANDIZIO WILKINS LITTLE & MATTHEWS 211 SCHILLING CIRCLE STE 188 HUNT VALLEY MD 21031 990PF 2025-01-01 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 2026-08-04 1 RICHARD J HOBAN JR P01405634 4104940885 2025 2025-03-06 01:10:19Z X 3197077 X X 49344 42246 5538 108658 13126 54882 55372 0 0 0 4771 0 0 10136 10136 0 850 0 0 15757 10136 0 40000 40000 55757 10136 40000 -875 45236 745 349374 352194 360326 1718758 1749930 2601077 244093 249711 235674 2312970 2351835 3197077 33420 0 33420 X 0 0 0 0 2312970 2318415 2312970 2318415 2312970 2351835 2312970 -875 6320 2318415 0 2318415 FIDELITY - 6824 21962 22726 -764 -764 FIDELITY - 6824 676 655 21 21 FIDELITY - 6824 86020 72151 13869 13869 13126 629 0 629 0 629 465 0 850 0 1315 0 686 686 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 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 2985795 373 0 2986168 0 0 2986168 44793 2941375 147069 147069 629 629 146440 0 146440 0 146440 40000 0 106440 146440 146440 0 0 0 146440 0 0 0 146440 0 0 0 0 0 0 0 0 0 0 0 0 X AFRICAN LEADERSHIP INITIATIVES 40218 S COUNTY RD 266 RINDWOOD OK 73768 PC CHRISTIAN TRAINING AND EDUCATION 20000 WYCLIFFE BIBLE TRANSLATORS PO BOX 628200 ORLANDO FL 32862 PC MAKING SCRIPTURE ACCESSIBLE THROUGH TRANSLATION 20000 40000 0 14 49344 18 5538 0 54882 0 54882 0 0 0 0 0 0 0 0 0 0 MORRIS FAMILY FOUNDATIONEIN: 93-49448192025 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 $146,440 40% $58,576 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 $40,0002026 N/A2027 N/ATOTAL $90,000 PIMCO INCOME FUND INSTITUTIONAL FUND 249711 235674 SCHWAB S&P 500 INDEX FUND 1148590 1692197 VANGUARD GROWTH INDEX ADMIRAL 171845 267294 INVESCO QQQ TR UNIT SER 339404 543664 APOLLO GLOBAL MANAGEMENT INC. 30090 32716 BLACKSTONE INC. 29973 32061 KKR & CO INC. 30028 33145 130845 137137 221349 223189 LEGAL FEES 4771 0 0 MISC COST BASIS ADJUSTMENTS 6320 INVESTMENT ADVISORY FEES 10136 10136 0 EXCISE TAX 850 0 0