Form990-PF

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 01-01-2018 , and ending 12-31-2018
Name of foundation
The Morris Foundation
 
% TODD M LILES
Number and street (or P.O. box number if mail is not delivered to street address)3100 W 7th Street Ste 245
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Fort Worth, TX76107
A Employer identification number

75-2137184
B Telephone number (see instructions)

(817) 984-9802
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$170,926,836J 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) 7,817,849
2 Check bullet.............
3 Interest on savings and temporary cash investments 173 173  
4 Dividends and interest from securities... 2,360,690 2,360,690  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 10,995,648
b Gross sales price for all assets on line 6a 964,976,807
7 Capital gain net income (from Part IV, line 2)... 10,810,313
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 1,133,052 -67,048  
12 Total. Add lines 1 through 11........ 22,307,412 13,104,128  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 545,215 180,000   365,215
14 Other employee salaries and wages...... 247,376 123,688   123,688
15 Pension plans, employee benefits....... 39,117 19,559   19,558
16a Legal fees (attach schedule)......... Click to see attachment 15,185 7,593 0 7,592
b Accounting fees (attach schedule)....... Click to see attachment 1,800 900 0 900
c Other professional fees (attach schedule).... Click to see attachment 1,130,919 890,919   240,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 544,329 25,388   23,941
19 Depreciation (attach schedule) and depletion... Click to see attachment 32,293 25,649  
20 Occupancy.............. 51,116 25,558   25,558
21 Travel, conferences, and meetings....... 8,908 4,454   4,454
22 Printing and publications.......... 2,601 1,301   1,300
23 Other expenses (attach schedule)....... Click to see attachment 154,012 78,467   75,545
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,772,871 1,383,476 0 887,751
25 Contributions, gifts, grants paid....... 10,668,931 10,668,931
26 Total expenses and disbursements. Add lines 24 and 25 13,441,802 1,383,476 0 11,556,682
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 8,865,610
b Net investment income (if negative, enter -0-) 11,720,652
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.............      
2 Savings and temporary cash investments......... 41,412,588 98,339,239 98,339,239
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) 3,050,477 Click to see attachment3,050,477 4,411,209
b Investments—corporate stock (attach schedule)....... 108,441,288 Click to see attachment77,945,487 67,802,137
c Investments—corporate bonds (attach schedule)....... 410,966 Click to see attachment410,966 148,763
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet274,925
Less: accumulated depreciation (attach schedule) bullet49,761 264,298 Click to see attachment225,164 225,164
15 Other assets (describe bullet) Click to see attachment324 Click to see attachment324 Click to see attachment324
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 153,579,941 179,971,657 170,926,836
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) Click to see attachment10,521 Click to see attachment19,438
23 Total liabilities (add lines 17 through 22)......... 10,521 19,438
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........ 3,728,897 3,728,897
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 149,840,523 176,223,322
30 Total net assets or fund balances (see instructions)..... 153,569,420 179,952,219
31 Total liabilities and net assets/fund balances (see instructions). 153,579,941 179,971,657
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
153,569,420
2
Enter amount from Part I, line 27a .....................
2
8,865,610
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
17,517,189
4
Add lines 1, 2, and 3 ..........................
4
179,952,219
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
179,952,219
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 MERRILL LYNCH 2701 SHORT TERM P 2018-01-01 2018-12-31
b MERRILL LYNCH 2701 LT P 2017-01-01 2018-12-31
c FROST WC793 STCG P 2018-01-01 2018-12-31
d FROST WC793 LONG TERM P 2017-01-01 2018-12-31
e FROST WC793 LONG TERM P 2017-01-01 2018-12-31
MERRILL LYNCH 2107 SHORT TERM P 2018-01-01 2018-12-31
MERRILL LYNCH 2107 LT P 2017-01-01 2018-12-31
MERRILL LYNCH 2107 SHORT TERM P 2018-01-01 2018-12-31
WF 1077 SHORT TERM P 2018-01-01 2018-12-31
WF 1077 LONG TERM P 2017-01-01 2018-12-31
WF 5010 SHORT TERM P 2018-01-01 2018-12-31
WF 5050 SHORT TERM P 2018-01-01 2018-12-31
WF 5050 SHORT TERM P 2018-01-01 2018-12-31
WF 5050 LONG TERM P 2017-01-01 2018-12-31
WF 5050 LONG TERM P 2017-01-01 2017-12-31
PARTNERSHIP LTCG P 2017-01-01 2018-12-31
PARTNERSHIP STCG P 2018-01-01 2018-12-31
MERRILL LYNCH 2107 LT P 2017-01-01 2018-12-31
CAPITAL GAIN DIVIDENDS P    
(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 3,890,975   4,293,176 -402,201
b 58,770   99,077 -40,307
c 1,918,373   1,952,967 -34,594
d 3,916,229   3,473,032 450,165
e 33,126   6,517 26,609
55,445,082   58,294,146 -2,849,064
8,254,800   7,062,356 1,192,444
4,490,932   5,049,650 -491,995
582,413,388   608,677,243 -7,133,023
7,666,307   3,675,935 3,990,372
26,381,882   27,323,054 -134,436
213,750,207   219,334,504 -4,781,348
5,576,127   5,755,636 -93,622
26,264,347   20,314,831 5,949,516
15,149,854   4,491,413 10,658,441
15,341     15,341
56     56
9,512,565   5,077,717 4,434,848
      53,111
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       -402,201
b       -40,307
c       -34,594
d       443,197
e       26,609
      -2,849,064
      1,192,444
      -558,718
      -26,263,855
      3,990,372
      -941,172
      -5,584,297
      -179,509
      5,949,516
      10,658,441
      15,341
      56
      4,434,848
       
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 10,810,313
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  
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 9,436,358 190,416,070 0.049557
2016 8,073,564 180,431,132 0.044746
2015 8,715,884 176,071,125 0.049502
2014 7,487,873 156,067,609 0.047978
2013 7,084,031 141,935,097 0.04991
2
Total of line 1, column (d) .....................
2
0.241693
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
0.048339
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
196,982,199
5
Multiply line 4 by line 3......................
5
9,521,923
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
117,207
7
Add lines 5 and 6........................
7
9,639,130
8
Enter qualifying distributions from Part XII, line 4,.............
8
11,556,682
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 1 117,207
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........................... 3 117,207
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- ..... 5 117,207
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 302,540
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.............. 7 302,540
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 10 185,333
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet185,333 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
 
 
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)
    bulletTX
    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 addressbulletwww.themorrisfoundation-fw.com
    14
    The books are in care ofbulletTODD M LILES Telephone no.bullet (817) 984-9802

    Located atbullet3100 WEST 7TH STFort WorthTX ZIP+4bullet76107
    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
     
     
    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
     
     
    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
     
     
    .........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
     
     
    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
    Linda C Elsey Formerly Morris Trustee
    3.0     		0 0 0
    3100 W 7th St
    Suite 245
    Fort Worth,TX76107
    Jenny Miller SR Prog Officer
    40.0     		42,556 0 0
    3100 W 7th St
    Suite 245
    Fort Worth,TX76107
    Todd Liles Executive Director
    40.0     		282,939 0 9,448
    901 W 1st St
    Apt 1216
    Fort Worth,TX76102
    Elizabeth R Brands Head of Education Giving
    40.0     		111,504 18,500 9,448
    3100 W 7th Street Ste 245
    Fort Worth,TX76107
    Andy Miller Head of Health Care & Services
    40.0     		108,216 6,844 7,795
    3100 W 7th Street Ste 245
    Fort Worth,TX76107
    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
     
    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
    Joseph A Monteleone CPA Management Fees 480,000
    3305 Moss Hollow
    FORT WORTH,TX76109
    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
    162,726,930
    b
    Average of monthly cash balances.......................
    1b
    37,008,455
    c
    Fair market value of all other assets (see instructions)................
    1c
    246,543
    d
    Total (add lines 1a, b, and c).........................
    1d
    199,981,928
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    199,981,928
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,999,729
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    196,982,199
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    9,849,110
    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
    9,849,110
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    117,207
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    117,207
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    9,731,903
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    9,731,903
    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
    9,731,903
    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
    11,556,682
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    11,556,682
    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
    117,207
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    11,439,475
    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 9,731,903
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:2016, 2015, 2014  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015...... 29,394
    d From 2016...... 453,493
    e From 2017...... 502,089
    fTotal of lines 3a through e........ 984,976
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 11,556,682
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2018 distributable amount..... 9,731,903
    e Remaining amount distributed out of corpus 1,824,779
    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 2,809,755
    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 .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    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 ......     		2,809,755
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015.... 29,394
    c Excess from 2016.... 453,493
    d Excess from 2017.... 502,089
    e Excess from 2018.... 1,824,779
    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).)
    J B MORRIS DECEASED 51704
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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
    Cook Children's Health Foundation
    801 7th Ave
    fort Worth,TX76104     		Unrelated PC Neuroblastoma Program ACE Taskforce Alexander Vision Center Neighborhood Clinics 802,500
    The Concilio
    400 South Zang Blvd
    Dallas,TX75208     		Unrelated PC P.A.S.E. 100,375
    Avance
    2060 Singleton Blvd
    Dallas,TX75212     		Unrelated PC Parent Engagement Collaborative 33,000
    Fortress Youth Development Center
    712 Stella St
    Fort worth,TX76104     		Unrelated PC Parent Engagement Collaborative 11,109
    The Parenting Center
    2928 West 5th Street
    Fort Worth,TX76107     		Unrelated PC Family Life Education 84,157
    NewDay Services
    6816 Camp Bowie Blvd W STE 112
    Fort worth,TX76116     		Unrelated PC Parent Engagement Collaborative 11,262
    Cancer Care Services
    623 South Henderson Street
    Fort worth,TX76104     		Unrelated PC Journey of Hope Outcome Upgrade 153,870
    Communities Foundation of Texas
    306 West 7th Street Suite 1045
    Fort worth,TX76102     		Unrelated PC Read Fort Worth Purposeful Boards 2,225,000
    Child Study Center
    1300 W Lancaster Ave
    Fort Worth,TX76102     		Unrelated PC Developmental pediatric 154,200
    Sharehold Inc
    900 N Grand Ste
    Sherman,TX75090     		Unrelated PC Strategic Planning for Austin College 51,671
    A Wish with Wings Inc
    3751 West Freeway
    Fort Worth,TX76107     		Unrelated PC Wish Granting 15,000
    AB Christian Learning Center
    PO Box 51078
    Fort worth,TX76105     		Unrelated PC Children's Defense Fund 25,000
    ACH Child and Family Services
    3712 Wichita Street
    Fort worth,TX76119     		Unrelated PC Wedgwood Transitional Living 125,000
    Aids Outreach Center Inc
    400 North Beach Street Suite 100
    Fort Worth,TX76111     		Unrelated PC Geisel-Morris Dental Clinic 100,000
    Alliance for Children
    908 Southland Avenue
    fort Worth,TX76104     		Unrelated PC Impacting Child Abuse in Tarrant Co. 75,000
    Alzheimers Association
    3001 Knox Street Suite 200
    Dallas,TX75205     		Unrelated PC Resources for Enhancing Alzheimer's Caregiver Health 30,000
    Amon Carter Museum of American Art
    3501 Camp Bowie Blvd
    Fort Worth,TX76107     		Unrelated PC The Amon Carter Early Learning Program 13,000
    Austin College
    900 N Grand Ste No 9F
    Sherman,TX75090     		Unrelated GOV 2018 Product Lab & Scholarships 240,000
    Austin Community Foundation
    4315 Guadalupe Street Suite 300
    Austin,TX78751     		Unrelated PC Support TEGAC's School Finance Policy Work Group 20,000
    Baylor University
    One Bear Place 97026
    Waco,TX76798     		Unrelated GOV The Morris Foundation Endowed Scholarship Fund 25,000
    Big Brother Big Sisters Lone Star
    450 E John Carpenter Freeway Suite
    Irving,TX75062     		Unrelated PC General Program and Match Support 50,000
    Boys & Girls Clubs of Greater Fort Worth
    1800 IM Terrell Way
    Fort Worth,TX76102     		Unrelated PC Academic Success Initiative 110,000
    Camp Fire First Texas
    2700 Meacham Blvd
    Fort Worth,TX76137     		Unrelated PC Camp Fire School Readiness Program 275,000
    Camp Summit
    17210 Campbell Road Suite 180-W
    Dallas,TX75252     		Unrelated PC Opening Gates Capital Campaign Campership & Financial Assistance Program 150,000
    CASA of Tarrant County Inc
    101 Summit Avenue Suite 505
    Fort worth,TX76102     		Unrelated PC CASA of Tarrant County 75,000
    Cassata High School
    1400 Hemphill St
    Fort Worth,TX76104     		Unrelated GOV STEP Up Model and CNM Outcomes/Evaluation Consulting 180,000
    Catholic Charities Dioceses of FW Inc
    PO Box 15610
    Fort Worth,TX76119     		Unrelated PC Padua Pilot 250,000
    Center for Transforming Lives
    512 W 4th St
    Fort Worth,TX76102     		Unrelated PC Child Development Program for Homeless and Low income children 100,000
    Child Care Associates
    3000 E Belknap St
    Fort Worth,TX76111     		Unrelated PC TRS Booast Project & Morris Foundation Child Development Center 294,560
    CLC Inc
    555 N Grants LN
    Fort worth,TX76108     		Unrelated PC Tarrant County Training and Employment 35,000
    CNM Connect
    2902 Floyd Street
    Dallas,TX75204     		Unrelated PC Fort Worth Outcomes-Based Program Evaluation Institute 20,000
    Communities in Schools of Greater Tarrant County
    6707 Brentwood Stair Rd Ste 510
    Fort Worth,TX76112     		Unrelated PC Case Management for At-risk youth in greater tarrant county 100,000
    Cristo Rey Fort Worth High School Inc
    2633 Altamesa Blvd
    Fort Worth,TX76133     		Unrelated GOV cristo rey fort worth high school academic year one 250,000
    Dream Park
    PO Box 470517
    Fort Worth,TX76147     		Unrelated PC DreamPark 40,000
    Educational First Steps
    2815 Gaston Avenue
    Dallas,TX75226     		Unrelated PC Four Steps 2.0 Quality Building Program 150,000
    EXPANCO Inc
    3005 Wichita Ct
    Fort Worth,TX76140     		Unrelated PC Capital Campaign 100,000
    First 3 Years
    15851 Dallas Parkway 106
    Addison,TX75001     		Unrelated PC First3Years Fort Worth capacity buildings 25,000
    First United Methodist Church
    313 N Center St
    Arlington,TX76011     		Unrelated PC FUMCFW Children, Youth & Family Outreach 125,000
    Fort Worth AYA Oncology Coalition
    PO Box 471332
    Fort Worth,TX76147     		Unrelated PC Adolescent and young adult nurse navigation 79,227
    Fort Worth Country Day School Inc
    4200 Country Day Ln
    Fort Worth,TX76109     		Unrelated GOV Breakthrough Fort Worth 20,000
    Fort Worth Museum of Science and History
    1600 Gendy St
    Fort Worth,TX76107     		Unrelated PC Family Science Festivals 35,000
    Fort Worth Stockshow Syndicate
    PO Box 17005
    Fort Worth,TX76102     		Unrelated PC 2018 Jim Bob Norman Scholarships 20,000
    Gill Children's Services Inc
    555 Hemphill Street Suite 200
    Fort worth,TX76104     		Unrelated PC Gill Children's Services 50,000
    Girls Incorporated of Tarrant County
    1226 E Weatherford Street
    Fort Worth,TX76102     		Unrelated PC Classroom-based programs in Girls Inc 50,000
    Guardianship Services Inc
    PO Box 11481
    Fort Worth,TX76110     		Unrelated PC Providing a Safety net for the At-Risk 60,000
    Hope Supply Co
    10480 Shady Trail Suite 104
    Dallas,TX75220     		Unrelated PC Critical Needs Program for Homeless and At-Risk Children 20,000
    Humane Society of North Texas
    1840 East Lancaster Ave
    Fort Worth,TX76103     		Unrelated PC Kennel Improvements 25,000
    IDEA Public Schools
    2115 W Pike Blvd
    Weslaco,TX78596     		Unrelated PC Grant Request 250,000
    Immunization Collaboration of Tarrant Co
    PO Box 100192
    Fort Worth,TX76185     		Unrelated PC Low Cost Vaccine Events 15,000
    Jewel Charity
    3301 Hamilton Avenue Suite 121
    Fort worth,TX76107     		Unrelated PC Jewel Charity Angel Program - 65 Years of Hope 25,000
    JPS Foundation
    1223 S Main Street
    Fort Worth,TX76104     		Unrelated PC adolscent inpatient unit 100,000
    Junior Achievement of the Chisholm Trail
    6300 Ridglea PL Ste 400
    Fort Worth,TX76116     		Unrelated PC Impact Program Support 15,000
    Key School
    3947 E Loop 820 S
    Fort Worth,TX76119     		Unrelated PC Scholarship for Norell Pettus Research Analyst Measurement 60,000
    Leadership ISD
    1349 Empire Central Drive Suite 270
    Dallas,TX75247     		Unrelated GOV Leadership ISD 50,000
    Lena Pope Home Inc
    3200 Sanguinet St
    Fort Worth,TX76107     		Unrelated PC Lena Pope Early Learning Center 50,000
    Make-A-Wish Foundation of North Texas
    16803 Dallas Pkwy Ste 100
    Irving,TX75001     		Unrelated PC Wish Granting 15,000
    Meals on Wheels Inc of Tarrant County
    5740 Airport Freeway
    Fort Worth,TX76117     		Unrelated PC Home-Delivered Meals program 125,000
    North Texas Area Community Health Centers
    2332 Beverly hills Dr
    Fort worth,TX76114     		Unrelated PC New Northside Community Health Center 250,000
    Northside Inter-Community Agency Inc
    1600 Circle park dr
    fort worth,TX76164     		Unrelated PC Good works senior program 15,000
    Presbyterian Night Shelter
    PO Box 2645
    Fort Worth,TX76113     		Unrelated PC women and children's program 100,000
    projectHandUpThe Gatehouse
    PO Box 2947
    Desoto,TX75123     		Unrelated PC Gatehouse Program 100,000
    Reading Partners North Texas
    2910 Swiss Ave
    Dallas,TX75204     		Unrelated PC reading partners north texas 25,000
    Recovery Resource Council
    2700 Airport Freeway
    Fort Worth,TX76111     		Unrelated PC L4 Kids 30,000
    Ronald McDonald House of Fort Worth
    1001 8th Ave
    Fort Worth,TX76104     		Unrelated PC Share-A-Night 60,000
    SafeHaven of Tarrant County Inc
    1100 Hemphill Street Suite 303
    Fort Worth,TX76104     		Unrelated PC SafePlay 75,000
    Sixty and Better Inc
    1400 Circle Dr Ste 300
    Fort Worth,TX76119     		Unrelated PC Sixty and Better Signature Program 50,000
    Special Camps for Special Kids
    2929 Carlisle Street Suite 355
    Dallas,TX75204     		Unrelated PC Camp John Marc 15,000
    STAR Sponsorship Program
    6707 Brentwood Stair Rd Suite 205
    Fort Worth,TX76112     		Unrelated PC Scholarship and Program Support 25,000
    Star-Telegram Charities Inc
    808 throckmorton st
    Fort worth,TX76102     		Unrelated PC The Goodfellow Fund 10,000
    Tarrant Area Food Bank
    2525 Cullen Street
    Fort Worth,TX76107     		Unrelated PC General Operations 150,000
    Tarrant County Clubhouse
    4600 El Campo Ave
    Fort Worth,TX76107     		Unrelated PC Tarrant County Clubhouse 25,000
    Tarrant County Homeless Coalition
    300 Southside beach st
    Fort worth,TX76105     		Unrelated PC Strategic Planning and Homeless System Support Enhancements 75,000
    Tarrant County Samaritan Housing Inc
    929 Hemphill street
    Fort Worth,TX76104     		Unrelated PC Capacity Building & General Operating 200,000
    Teach for America
    25 Broadway 12th Floor
    New York,NY10004     		Unrelated PC Leading At All Levels To Transform Education in Fort Worth 100,000
    Texas Center for Child and Family Studies
    409 W 13th St
    Austin,TX78701     		Unrelated PC Foster Care Rate-Setting Methodology Project 25,000
    Texas Christian University
    TCU Box 297044
    Fort Worth,TX76129     		Unrelated GOV KinderFrogs School at TCU Coaching & Mentoring 60,000
    Texas Health Resources Foundation
    612 E Lamar Blvd Suite 300
    Arlington,TX76011     		Unrelated PC Texas Health Harris Methodist Hospital Fort Worth Indigent Program Women's Wellness Fund 100,000
    Texas Wesleyan University
    1201 Wesleyan St
    Fort Worth,TX76105     		Unrelated GOV The Nick and Lou Martin University Center 2nd Installment 250,000
    The First Tee of Fort Worth
    PO Box 4767
    Fort Worth,TX76164     		Unrelated PC Capacity Building and Program Growth Support in Tarrant County 25,000
    The George W Bush Foundation
    2943 SMU Boulevard
    Dallas,TX75205     		Unrelated PC Bush Institute School Leadership Initiative 2nd Installment 35,000
    The Salvation Army DFW Metroplex Command
    1617 W Jefferson Blvd
    Dallas,TX75208     		Unrelated PC The Salvation Army Simon Program 100,000
    The WARM Place
    809 Lipscomb st
    Fort worth,TX76104     		Unrelated PC Grief Support Program 30,000
    The Women's Center of Tarrant County
    1723 Hemphill St
    Fort Worth,TX76110     		Unrelated PC Play it Safe! child sexual abuse prevention program 50,000
    Trinity Habitat for Humanity
    9333 N Normandale St
    Fort Worth,TX76116     		Unrelated PC Build A Home 35,000
    Union Gospel Mission of Tarrant County
    PO Box 1957
    Fort Worth,TX76101     		Unrelated PC General Operations Support at UGM-TC The Vineyard on Lancaster 225,000
    United Community Centers Inc
    1200 East Maddox
    Fort Worth,TX76104     		Unrelated PC Educational Enrichment Program (EEP) 125,000
    United Way of Tarrant County
    1500 North Main Street Suite 200
    Fort Worth,TX76164     		Unrelated PC BoardBuild - Strengthening Boards. Shaping Communities. 50,000
    UNTHSC Foundation
    3500 Camp Bowie Blvd
    Fort worth,TX76107     		Unrelated PC Mobile Health Coordinator 50,000
    Uplift Education
    1825 Market Center Blvd Suite 500
    Dallas,TX75207     		Unrelated PC Uplift Fort Worth Expansion 2nd Installment 250,000
    West Aid
    1101 30th St
    Wichita Falls,TX76302     		Unrelated PC Director of Operations Community Outreach 35,000
    YMCA of Metropolitan Fort Worth
    512 Lamar Suite 400
    Fort worth,TX76102     		Unrelated PC Early Learning - School Readiness 180,000
    Fort Worth Chamber Development Foundation
    777 Taylor St Ste 900
    Fort worth,TX76102     		Unrelated PC Charitable Contributions 50,000
    Total .................................bullet 3a 10,668,931
    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 ...........     		    14 173  
    4 Dividends and interest from securities....     14 2,360,690  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 10,995,648  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		    18 1,133,052  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   14,489,563  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    14,489,563
    (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:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    The Morris Foundation
     
    Employer identification number

    75-2137184
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    The Morris Foundation
          		Employer identification number
    75-2137184
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    Linda C Elsey Marital trust  
    PO Box 3349
     
    Fort Worth, TX76162

    		$ 7,817,849


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    The Morris Foundation
          		Employer identification number

    75-2137184
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    The Morris Foundation
          		Employer identification number

    75-2137184
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    The Morris Foundation
    EIN:
    75-2137184
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 1,800 900   900

    TY 2018 ContractorCompensationExpln
    Name:
    The Morris Foundation
    EIN:
    75-2137184
    Contractor Explanation
    Joseph A Monteleone CPA Severance Pay

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

    TY 2018 DepreciationSchedule
    Name:
    The Morris Foundation
    EIN:
    75-2137184
    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
    DELL LAPTOP 2016-02-18 5,116 2,046 M5 5 1,023      
    VIDEO EQUIPMENT 2013-09-18 3,496 2,904 M7 7 499      
    VIDEO/HSI EQUIPMEN 2015-08-11 1,259 668 M7 7 180      
    OFFICE FURNITURE 2017-02-01 154,986 7,746 M7 7 22,147      
    COMP PERIPHERALS 2017-03-14 9,943 994 M5 5 1,989      
    LEASEHOLD IMPROVE 2017-03-14 90,673 3,019 M15 15 6,048      
    LEASEHOLD IMPROVE 2017-09-01 2,740 91 M15 15 183      
    LEASEHOLD IMPROVEM 2018-03-30 6,712 0 M15 15 224      

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    The Morris Foundation
    EIN:
    75-2137184
    Name of Bond End of Year Book Value End of Year Fair Market Value
    MERRIL LYNCH 2107 410,966 148,763

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    The Morris Foundation
    EIN:
    75-2137184
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MERRILL LYNCH 2107 34,752,195 32,099,979
    MERRILL LYNCH 2701 3,826,957 3,358,513
    FROST WC793 12,258,951 9,242,923
    WELLS FARGO 3278 18,014,667 15,956,468
    WELLS FARGO 6586 8,331,019 6,469,580
    WELLS FARGO 5010 761,698 674,674

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    The Morris Foundation
    EIN:
    75-2137184
    US Government Securities - End of Year Book Value:

    3,050,477
    US Government Securities - End of Year Fair Market Value:

    4,411,209
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2018 LandEtcSchedule2
    Name:
    The Morris Foundation
    EIN:
    75-2137184
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    DELL LAPTOP 5,116 3,069 2,047  
    VIDEO EQUIPMENT 3,496 3,403 93  
    VIDEO/HSI EQUIPMEN 1,259 848 411  
    OFFICE FURNITURE 154,986 29,893 125,093  
    COMP PERIPHERALS 9,943 2,983 6,960  
    LEASEHOLD IMPROVE 90,673 9,067 81,606  
    LEASEHOLD IMPROVE 2,740 274 2,466  
    LEASEHOLD IMPROVEM 6,712 224 6,488  


    TY 2018 LegalFeesSchedule
    Name:
    The Morris Foundation
    EIN:
    75-2137184
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL EXPENSE 15,185 7,593   7,592


    TY 2018 OtherAssetsSchedule
    Name:
    The Morris Foundation
    EIN:
    75-2137184
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    TRANSFERS 324 324 324


    TY 2018 OtherExpensesSchedule
    Name:
    The Morris Foundation
    EIN:
    75-2137184
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    RESEARCH AND SUBSCRIPTIONS 7,171 7,171    
    TELEPHONE 2,855 1,428   1,427
    WEBSITE/MEDIA COMMUNICATIONS 7,832 3,916   3,916
    INSURANCE EXPENSE 655 328   327
    OFFICE EXPENSE 7,752 3,876   3,876
    PAYROLL EXPENSES 35,513 17,757   17,756
    COMPUTER EXPENSE 4,955 2,478   2,477
    BANK FEES 440 220   220
    GRANT ADMINISTRATION 10,436     10,436
    POSTAGE 330     330
    BLACKSTONE 1 938 938    
    BLACKSTONE 2 3,070 3,070    
    ENERGY TRANSFER OPERATING 1,872 1,872    
    MAGALLEN 71 71    
    HUMAN RESOURCES 64,650 32,325   32,325
    SPECTRA 81 81    
    VIPER 480 480    
    MISCELLANEOUS 4,911 2,456   2,455


    TY 2018 OtherIncomeSchedule2
    Name:
    The Morris Foundation
    EIN:
    75-2137184
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Miscellaneous Income 1,039 1,039  
    Royalty Income 3,799 3,799  
    Energy Transfer Operation - Ord Inc -6,938 -6,938  
    Magellan - Ordinary Income -54,158 -54,158  
    Magellan - Other Income 5,183 5,183  
    Spectra - Ordinary Income -26,075 -26,075  
    Blackstone 1 - Other Income 2,086 2,086  
    Blackstone 1 - Ordinary Income 334 334  
    Blackstone 2 - Other Income 6,841 6,841  
    Blackstone 2 - Ordinary Income 1,096 1,096  
    Partnership Rental Income -255 -255  
    Refund from charitable contribution 1,200,100    


    TY 2018 OtherIncreasesSchedule
    Name:
    The Morris Foundation
    EIN:
    75-2137184
    Description Amount
    UNREALIZED GAINS 17,517,189


    TY 2018 OtherLiabilitiesSchedule
    Name:
    The Morris Foundation
    EIN:
    75-2137184
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL LIABILITIES 19,890 19,438
    DIRECT DEPOSIT LIABILITIES -9,369 0


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    The Morris Foundation
    EIN:
    75-2137184
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 650,919 650,919    
    MANAGEMENT FEES 480,000 240,000   240,000


    TY 2018 TaxesSchedule
    Name:
    The Morris Foundation
    EIN:
    75-2137184
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAX EXPENSE 47,883 23,942   23,941
    FROST FOREIGN TAX PAID 1,253 1,253    
    PROPERTY TAX 193 193    
    EXCISE TAX 495,000