Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 11-01-2018 , and ending 10-31-2019
Name of foundation
DOROTHY M MORRISON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)10343 S HIGHLAND CIRCLE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OLATHE, KS66061
A Employer identification number

48-1140332
B Telephone number (see instructions)

(913) 302-5451
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$6,081,144J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 128,151 128,151  
5a Gross rents............ 39,011 39,011  
b Net rental income or (loss) -3,593
6a Net gain or (loss) from sale of assets not on line 10 145,132
b Gross sales price for all assets on line 6a 1,537,734
7 Capital gain net income (from Part IV, line 2)... 145,132
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 84    
12 Total. Add lines 1 through 11........ 312,378 312,294  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 29,364      
b Accounting fees (attach schedule)....... Click to see attachment 5,864      
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 9,172      
19 Depreciation (attach schedule) and depletion... Click to see attachment 771 771  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 96,664 96,664    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 141,835 97,435   0
25 Contributions, gifts, grants paid....... 312,080 312,080
26 Total expenses and disbursements. Add lines 24 and 25 453,915 97,435   312,080
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -141,537
b Net investment income (if negative, enter -0-) 214,859
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 87,217 316,141 316,141
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 99,476    
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,950,781 Click to see attachment4,680,568 5,587,478
14 Land, buildings, and equipment: basis bullet185,525
Less: accumulated depreciation (attach schedule) bullet8,000 178,296 Click to see attachment177,525 177,525
15 Other assets (describe bullet) Click to see attachment1    
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,315,771 5,174,234 6,081,144
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund 5,315,771 5,174,234
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 5,315,771 5,174,234
31 Total liabilities and net assets/fund balances (see instructions). 5,315,771 5,174,234
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,315,771
2
Enter amount from Part I, line 27a .....................
2
-141,537
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
5,174,234
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
5,174,234
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 1002.083 BRIDGE BUILDER LARGE VALUE P 2016-12-21 2019-01-30
b 866.788 BRIDGE BUILDER LARGE GROWTH P 2016-12-21 2019-01-30
c 1102.329 BRIGGE BUILDER SMALL/MID VALUE P 2016-12-21 2019-01-30
d 211.136 BRIDGE BUILDER SMALL/MID GRW P 2017-03-14 2019-01-30
e 2924.775 BRIDGE BUILDER CORE PLUS BOND P 2016-12-21 2019-01-30
845.006 BRIGGE BUILDER INTL EQUITY P 2016-12-21 2019-01-30
448.256 H&W HIGH YIELD I P 2016-12-21 2019-01-30
220.157 JPM EMERGING MARKETS EQUITY R6 P 2018-07-17 2019-01-30
305 ISHARES CORE US AGGREGATE BOND P 2011-06-27 2019-01-31
87 SPDR DJ GLOBAL REAL ESTATE ETF P 2016-12-21 2019-01-31
44 VANGUARD LARGE CAP ETF P 2016-12-21 2016-01-31
52 VANGUARD SMALL CAP ETF P 2016-12-21 2019-01-31
131 VANGUARD VALUE ETF P 2011-06-27 2019-01-31
787 VANGUARD LARGE CAP ETF P 2016-12-21 2019-03-12
1384.11 BRIDGE BUILDER LARGE VALUE P 2016-12-21 2019-04-02
2269.923 BRIDGE BUILDER LARGE GROWTH P 2016-12-21 2019-04-02
898.097 BRIDGE BUILDER SMALL/MID VALUE P 2016-12-21 2019-04-02
711.603 BRIDGE BUILDER SMALL/MID GRW P 2017-03-14 2019-04-02
762.58 BRIDGE BUILDER CORE PLUS BOND P 2016-12-21 2019-04-02
1903.104 BRIDGE BUILDER INTL EQUITY P 2016-12-21 2019-04-02
204.143 H&W HIGH YIELD I P 2016-12-21 2019-04-02
727.594 JPM EMERGING MARKETS EQUITY R6 P 2018-07-17 2019-04-02
40 ISHARES CORE US AGGREGATE BOND P 2011-06-27 2019-04-03
52 SPDR DJ GLOBAL REAL ESTATE ETF P 2016-12-21 2019-04-03
176 VANGUARD LARGE CAP ETF P 2016-12-21 2019-04-03
111 VANGUARD SMALL CAP ETF P 2016-12-21 2019-04-03
165 VANGUARD VALUE ETF P 2011-06-27 2019-04-03
314 VANGUARD FTSE DEV MKTS ETF P 2016-12-21 2019-04-03
1692.941 BRIDGE BUILDER LARGE VALUE P 2016-12-21 2019-10-15
1856.561 BRIDGE BUILDER LARGE GROWTH P 2016-12-21 2019-10-15
1079.792 BRIDGE BUILDER SMALL/MID VALUE P 2016-12-21 2019-10-15
418.22 BRIDGE BUILDER SMALL/MID GRW P 2017-03-14 2019-10-15
2184.33 BRIDGE BUILDER CORE PLUS BOND P 2016-12-21 2019-10-15
1435.07 BRIDGE BUILDER INTL EQUITY P 2016-12-21 2019-10-15
211 ISHARES CORE US AGGREGATE BOND P 2011-06-27 2019-10-15
150.666 H&W HIGH YIELD I P 2016-12-21 2019-10-15
465.911 JPM EMERGING MARKETS EQUITY R6 P 2018-07-17 2019-10-15
99 SPDR DJ GLOBAL REAL ESTATE ETF P 2016-12-21 2019-10-15
160 VANGUARD LARGE CAP ETF P 2016-12-21 2019-10-15
22 VANGUARD SMALL CAP ETF P 2016-12-21 2019-10-15
144 VANGUARD VALUE ETF P 2011-06-27 2019-10-15
177 VANGUARD FTSE DEV MKTS ETF P 2016-12-21 2019-10-15
1959 INVESCO OPTIMUM YLD DIVERSIFIED COMMODIT P 2018-07-01 2018-12-03
394 ISHARES US REAL ESTATE ETF P 2017-07-01 2018-12-03
65 SPDR S&P 500 ETF P 2017-07-01 2018-12-03
797 ISHARES CURRENCY HEDGED MSCI EAFE ETF P 2018-07-01 2018-12-03
306 FIRST TRUST IV ENH SH MAT ETF P 2018-07-01 2019-01-31
615 ISHARES CURR HED MSCI EAFE ETF P 2018-07-01 2019-01-31
3605.384 FIRST TRUST SABRIENT BAKERS DZN P 2017-07-01 2019-03-22
2180.298 FIRST TRUST VALU TGT SAFE 30 1Q18 SA FE P 2018-07-01 2019-04-11
95 ZAYO GROUP HOLDINGS INC P 2017-07-01 2018-11-19
55 OCCIDENTAL PERTOLEUM CORP P 2018-07-01 2018-12-07
30 AMERICAN TOWER CORP P 2017-07-01 2019-01-08
15 AMERICAN WATER WORKS COMPANY P 2017-07-01 2019-01-08
95 BCE IN P 2017-07-01 2019-01-08
160 COMCAST CORP CL A P 2017-07-01 2019-01-08
5 CROWN CASTLE INTL CORP P 2017-07-01 2019-01-08
5 DTE ENERGY CO P 2017-07-01 2019-01-08
5 EOG RESOURCES INC P 2017-07-01 2019-01-08
5 EVERSOURCE ENERGY P 2018-07-01 2019-01-08
35 EVERGY INC P 2017-07-01 2019-01-08
65 TWENTY FIRST CENTURY FOX INC P 2018-07-01 2019-01-08
20 MARATHON PETROLEUM CORP P 2017-07-01 2019-01-08
10 NEXTERA ENEERGY PARTNERS LP P 2017-07-01 2019-01-08
80 PUBLIC SERVICE ENTERPRISE GROUP INC P 2017-07-01 2019-01-08
312 FIRST TRUST EXCH TRADED FD III LG SH EQT P 2017-07-01 2019-01-03
186 FIRST TRUST SMALL CAP CORE ALPHADEX ETF P 2017-07-01 2019-01-03
178 FIRST TRUST MID CAP CORE ALPHADEX ETF P 2017-07-01 2019-01-03
1820 FIRST TR EXCH TR SH MATUR ITY ETF P 2018-12-03 2019-06-04
1332 ISHARES TR ISHARES C DGED MSCI EAFT ETF P 2018-06-29 2019-06-04
189 SPDR S&P 500 ETF P 2016-03-31 2019-06-04
407 FIRST TR LOW DURATION OPP ETF P 2019-06-04 2019-07-12
2050 SPDR INDEX SHS FDS SPDR PORT DEV WORLD P 2019-06-04 2019-07-12
4638 INVESCO ACT MAN TRADED COMM FD TR OPT P 2019-07-12 2019-08-02
708 ISHARES TR MSCI EAFE P 2019-07-12 2019-08-30
136 ISHARES TR US REAL E P 2018-06-05 2019-08-30
25 T-MOBILE US INC P 2019-01-08 2019-06-20
45 EOG RES INC P 2016-10-21 2019-06-24
40 T-MOBILE US INC P 2018-04-20 2019-06-20
20 MARATHON PETROLEUM CORP P 2016-03-18 2019-09-30
20 DTE ENERGY CO P 2014-02-26 2019-10-18
383 FIRST TR EXCH-TR FINL ALPHADEX FD P 2018-06-08 2019-06-04
153 FIRST TR LARGE CAP V DEX FD P 2018-06-08 2019-06-04
188 FIRST TR LOW DURATIO ITIES ETF P 2018-06-08 2019-06-04
252 FIRST TR EXCH-T III TCW OPP FXD INC ME E P 2018-06-08 2019-06-04
19 FIRST TR EXCH-TR P STRENGTH ETF P 2019-01-03 2019-07-02
55 FIRST TR VALUE LINE XFD P 2019-01-03 2019-07-02
108 FIRST TR EXCH TR DEX FD II EMERG MKTS P 2019-06-04 2019-07-02
149 FIRST TR EXCH-TR SENIOR LN FD P 2019-06-04 2019-07-02
94 FIRST TR EXCH TR I FIRST TR GLO TAC P 2019-01-03 2019-07-02
140 ISHARES TR BARCLAYS EAS BD ETF P 2019-06-04 2019-07-02
143 FIRST TR EXCH-TR CONS DISCRET ALPH P 2018-06-29 2019-07-02
64 FIRST TR EXCH-TR TECH ALPHADEX FD P 2018-06-08 2019-07-02
119 FIRST TR LARGE CAP V DEX FD P 2018-06-08 2019-07-02
27 FIRST TR LARGE CAP G ADEX FD P 2018-06-08 2019-07-02
121 FIRST TR EXCH TR DEX FD II EUROPE P 2018-06-08 2019-07-02
254 FIRST TR EXCH TR DEX FD II JAPAN P 2018-06-08 2019-07-02
52 FIRST TR EXCH-T II ALT ABSOL RET STRATED P 2018-06-08 2019-07-02
248 FIRST TR EXCH TR FD DOW 30 EQUAL P 2019-07-02 2019-10-04
83 FIRST TR EXCH-TR FD II CLOUD COMPUTING P 2019-07-02 2019-10-04
100 FIRST TR SMALL CAP CORE ALPHADEX FD P 2019-06-04 2019-10-04
56 FIRST TR EXCH TR ALPHADEX FD EUROPE P 2018-06-18 2019-10-04
2 FIRST TR EXCH-TR FD IV FIRST TR TACT HIG P 2019-07-02 2019-10-04
193 FIRST TR EXCH-TR FD VI NASDAQ BK ETF P 2019-07-02 2019-10-04
309 FIRST TR LOW DURATION OPP ETF P 2019-06-08 2019-10-04
369 FIRST TR EXCH-TR FD VII ALT ABOSOLUTE RE P 2018-06-08 2019-10-04
Capital Gain Dividends      
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 11,764   10,898 866
b 11,260   9,210 2,050
c 11,883   11,883  
d 2,671   2,498 173
e 28,809   28,918 -109
8,949   8,281 668
5,150   5,330 -180
6,004   6,244 -240
32,745   32,777 -32
4,239   4,031 208
5,412   4,585 827
7,609   6,849 760
13,605   7,161 6,444
101,137   82,004 19,133
17,066   15,061 2,005
32,165   24,120 8,045
10,059   9,938 121
9,728   8,419 1,309
7,633   7,543 90
21,239   18,651 2,588
2,391   2,439 -48
21,435   20,627 808
4,332   4,299 33
2,612   2,409 203
23,163   18,339 4,824
17,238   14,621 2,617
17,944   9,020 8,924
13,103   11,548 1,555
21,856   18,454 3,402
27,811   19,728 8,083
12,536   11,949 587
5,872   4,948 924
22,564   21,620 944
16,389   14,068 2,321
23,822   22,675 1,147
1,713   1,781 -68
14,168   13,208 960
5,183   4,586 597
21,838   16,672 5,166
3,368   2,898 470
15,970   7,872 8,098
7,321   6,510 811
31,785   35,247 -3,462
32,385   31,149 1,236
18,216   13,409 4,807
22,745   23,689 -944
18,327   18,340 -13
16,766   18,280 -1,514
31,128   35,342 -4,214
21,111   21,273 -162
2,482   2,670 -188
3,724   3,715 9
4,771   2,684 2,087
1,339   659 680
3,863   4,384 -521
5,669   4,204 1,465
541   424 117
550   360 190
475   451 24
323   222 101
1,976   1,895 81
3,151   2,499 652
1,241   763 478
1,729   908 821
4,120   3,720 400
11,457   12,102 -645
10,037   12,075 -2,038
10,165   12,124 -1,959
109,307   109,079 228
38,269   39,591 -1,322
52,786   38,989 13,797
21,059   20,993 66
60,555   59,245 1,310
73,446   77,683 -4,237
44,657   46,518 -1,861
12,539   10,752 1,787
1,941   1,693 248
4,081   4,155 -74
3,105   2,536 569
1,217   763 454
2,546   1,440 1,106
11,792   12,444 -652
7,646   8,182 -536
9,697   9,628 69
12,944   12,422 522
1,082   897 185
1,867   1,583 284
2,757   2,553 204
7,030   7,052 -22
1,721   1,698 23
15,411   15,235 176
6,115   6,113 2
4,322   3,723 599
6,204   6,364 -160
1,918   1,834 84
4,285   4,905 -620
12,395   14,919 -2,524
1,386   1,533 -147
5,932   6,098 -166
4,651   4,847 -196
5,817   5,922 -105
1,875   2,270 -395
96   96  
4,748   4,877 -129
16,108   15,831 277
9,653   10,879 -1,226
      42,942
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       866
b       2,050
c        
d       173
e       -109
      668
      -180
      -240
      -32
      208
      827
      760
      6,444
      19,133
      2,005
      8,045
      121
      1,309
      90
      2,588
      -48
      808
      33
      203
      4,824
      2,617
      8,924
      1,555
      3,402
      8,083
      587
      924
      944
      2,321
      1,147
      -68
      960
      597
      5,166
      470
      8,098
      811
      -3,462
      1,236
      4,807
      -944
      -13
      -1,514
      -4,214
      -162
      -188
      9
      2,087
      680
      -521
      1,465
      117
      190
      24
      101
      81
      652
      478
      821
      400
      -645
      -2,038
      -1,959
      228
      -1,322
      13,797
      66
      1,310
      -4,237
      -1,861
      1,787
      248
      -74
      569
      454
      1,106
      -652
      -536
      69
      522
      185
      284
      204
      -22
      23
      176
      2
      599
      -160
      84
      -620
      -2,524
      -147
      -166
      -196
      -105
      -395
       
      -129
      277
      -1,226
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 145,132
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 -9,572
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 300,000 6,353,063 0.04722
2016 278,407 6,067,083 0.04589
2015 309,119 5,851,767 0.05283
2014 339,447 6,382,432 0.05319
2013 308,013 6,616,394 0.04655
2
Total of line 1, column (d) .....................
2
0.245672
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.049134
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
5,934,393
5
Multiply line 4 by line 3......................
5
291,580
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,149
7
Add lines 5 and 6........................
7
293,729
8
Enter qualifying distributions from Part XII, line 4,.............
8
312,080
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 2,149
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 2,149
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,149
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 5,120
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,120
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,971
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet2,971 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
No
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletKS
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletKATHERINE OPIE Telephone no.bullet (913) 302-5451

    Located atbullet10343 S HIGHLAND CIRCLEOLATHEKS ZIP+4bullet66061
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    SANDRA OPIE Director
    1.00     		0    
    2500 BROADWAY
    GREAT BEND,KS67530
    KATHERINE OPIE Director
    1.00     		0    
    10343 S HIGHLAND CIRCLE
    OLATHE,KS66061
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    5,747,691
    b
    Average of monthly cash balances.......................
    1b
    99,547
    c
    Fair market value of all other assets (see instructions)................
    1c
    177,526
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,024,764
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    6,024,764
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    90,371
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,934,393
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    296,720
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    296,720
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    2,149
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,149
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    294,571
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    294,571
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    294,571
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    312,080
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    312,080
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    2,149
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    309,931
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 294,571
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 310,698
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 312,080
    a Applied to 2017, but not more than line 2a 310,698
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 1,382
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		293,189
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    DOROTHY M MORRISON FOUNDATION
    10343 S HIGHLAND CIRCLE
    OLATHE,KS66061
    (913) 302-5451
    bThe form in which applications should be submitted and information and materials they should include:
    NO FORM REQUIRED.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    AWARDS ARE GRANTED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, EDUCATIONAL AND THE PREVENTION OF CRUELTY TO ANIMALS PURPOSES. UNIVERSITIES APPLYING FOR SCHOLARSHIP FUNDS WILL BE RESPONSIBLE FOR DETERMINING WHICH DESERVING STUDENTS WILL BE AWARDED THE SCHOLARSHIPS AND THEY WILL DETERMINE THEIR OWN DEADLINES FOR APPLICATIONS.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    GREAT BEND FOUNDATION
    P O BOX 67
    GREAT BEND,KS67530     		NONE PUBLIC CITY OF GREAT BEND ZOO 183,080
    GOLDEN BELT COMMUNITY FOUNDATION
    1307 WILLIAMS ST PO BOX 1911
    GREAT BEND,KS67530     		NONE PC GENERAL FUND 108,000
    YOUTH CORE MINISTRIES
    211 EAST GARFIELD
    GREENSBURG,KS67054     		NONE PC GENERAL FUND 10,000
    CENTRAL KANSAS CASA
    1125 WILLIAMS ST
    GREAT BEND,KS67530     		NONE PC GENERAL FUND 1,000
    RSVP RETIRED SENIOR VOLUNTEER PROGR
    1025 MAIN D114
    GREAT BEND,KS67530     		NONE PC PURCHASE VAN WITH WHEEL CHAIR LIFT 10,000
    Total .................................bullet 3a 312,080
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 128,151  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 -3,593  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     18 84  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		        145,132
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   124,642 145,132
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    269,774
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID: 18007218
    Software Version: 2018v3.1


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    DOROTHY M MORRISON FOUNDATION
    EIN:
    48-1140332
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      5,864 0 0 0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 DepreciationSchedule
    Name:
    DOROTHY M MORRISON FOUNDATION
    EIN:
    48-1140332
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    LEASEHOLD IMPROVEMENTS 2009-06-01 30,070 7,229 SL 2.56 % 771 771    

    TY 2018 InvestmentsOtherSchedule2
    Name:
    DOROTHY M MORRISON FOUNDATION
    EIN:
    48-1140332
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    EDWARD JONES AT COST 4,064,575 4,929,854
    LPL FINANCIAL 2572-9887 AT COST    
    LPL FINANCIAL 2529-3727 AT COST    
    PERSHING INV ATC-379183 AT COST 275,648 302,999
    PERSHING INV XUA-002102 AT COST 107,492 135,804
    PERSHING INV ATC-379209 AT COST 232,853 218,821

    TY 2018 LandEtcSchedule2
    Name:
    DOROTHY M MORRISON FOUNDATION
    EIN:
    48-1140332
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Auto./Transportation Equip.       177,525
    Improvements 30,070 8,000 22,070  
    Land 155,455   155,455  


    TY 2018 LegalFeesSchedule
    Name:
    DOROTHY M MORRISON FOUNDATION
    EIN:
    48-1140332
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      29,364 0 0 0


    TY 2018 OtherExpensesSchedule
    Name:
    DOROTHY M MORRISON FOUNDATION
    EIN:
    48-1140332
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSES 858 858    
    INVESTMENT FEES 53,973 53,973    
    Rental Expenses 41,833 41,833    


    TY 2018 OtherIncomeSchedule2
    Name:
    DOROTHY M MORRISON FOUNDATION
    EIN:
    48-1140332
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Other Investment Income 84    


    TY 2018 TaxesSchedule
    Name:
    DOROTHY M MORRISON FOUNDATION
    EIN:
    48-1140332
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 9,147      
    FOREIGN TAXES 25