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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
Burton D Morgan Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)22 Aurora St
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Hudson, OH44236
A Employer identification number

34-6598971
B Telephone number (see instructions)

(330) 655-1660
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$188,965,982J 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) 3,500
2 Check bullet.............
3 Interest on savings and temporary cash investments 11,629 11,629  
4 Dividends and interest from securities... 3,457,250 3,317,544  
5a Gross rents............ 100 100  
b Net rental income or (loss) 100
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 15,741,135
b Gross sales price for all assets on line 6a 53,982,874
7 Capital gain net income (from Part IV, line 2)... 15,337,170
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 141,618 122,155  
12 Total. Add lines 1 through 11........ 19,355,232 18,788,598  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 735,848 129,671   579,371
14 Other employee salaries and wages...... 413,108 54,159   368,029
15 Pension plans, employee benefits....... 223,623 29,317   193,485
16a Legal fees (attach schedule)......... Click to see attachment 6,418 841   16,351
b Accounting fees (attach schedule)....... Click to see attachment 43,619 5,719   36,597
c Other professional fees (attach schedule).... Click to see attachment 560,833 542,977   17,856
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 220,000 0   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 148,331 19,446  
20 Occupancy.............. 24,742 3,244   21,605
21 Travel, conferences, and meetings....... 57,944 7,415   49,144
22 Printing and publications.......... 7,135 935   6,200
23 Other expenses (attach schedule)....... Click to see attachment 681,465 234,390   658,024
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,123,066 1,028,114   1,946,662
25 Contributions, gifts, grants paid....... 4,798,456 5,287,051
26 Total expenses and disbursements. Add lines 24 and 25 7,921,522 1,028,114   7,233,713
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 11,433,710
b Net investment income (if negative, enter -0-) 17,760,484
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 57,771 89,064 89,064
2 Savings and temporary cash investments......... 14,311,967 12,412,432 12,412,432
3 Accounts receivable bullet97,650
Less: allowance for doubtful accounts bullet   86,998 97,650 97,650
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.......... 57,994 48,758 48,758
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 25,184,305 Click to see attachment49,388,514 49,388,514
c Investments—corporate bonds (attach schedule)....... 7,000,000 Click to see attachment9,761,607 9,761,607
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 78,213,025 Click to see attachment114,462,627 114,462,627
14 Land, buildings, and equipment: basis bullet4,764,496
Less: accumulated depreciation (attach schedule) bullet2,214,824 2,681,957 Click to see attachment2,549,672 2,549,672
15 Other assets (describe bullet) Click to see attachment151,136 Click to see attachment155,658 Click to see attachment155,658
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 127,745,153 188,965,982 188,965,982
Liabilities 17 Accounts payable and accrued expenses.......... 33,140 23,298
18 Grants payable................. 1,437,545 948,950
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 attachment103,500 Click to see attachment142,500
23 Total liabilities (add lines 17 through 22)......... 1,574,185 1,114,748
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 122,647,529 184,732,871
25 Net assets with donor restrictions............ 3,523,439 3,118,363
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 126,170,968 187,851,234
30 Total liabilities and net assets/fund balances (see instructions). 127,745,153 188,965,982
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
126,170,968
2
Enter amount from Part I, line 27a .....................
2
11,433,710
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
50,246,556
4
Add lines 1, 2, and 3 ..........................
4
187,851,234
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
187,851,234
Form 990-PF (2020)
Form 990-PF (2020)
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 Publicly Traded Securities P    
b TRG Forestry Fund 8-B LP P    
c Commonfund Capital Natural Resources Partners IX LP P    
d Riverside Micro-Cap Fund IV-A, LP P    
e Riverside Micro-Cap Fund IV-B, LP P    
NEO Capital Fund, LP P    
Avista Capital Partners LP P    
Avista Capital Partners II LP P    
Harrison Street Core Property Fund, LP 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 50,494,604   34,617,778 15,876,826
b     121,260 -121,260
c 166,225   2,781 163,444
d     882,336 -882,336
e     19,930 -19,930
16,580     16,580
    36,763 -36,763
334,482     334,482
6,127     6,127
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       15,876,826
b       -121,260
c       163,444
d       -882,336
e       -19,930
      16,580
      -36,763
      334,482
      6,127
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 15,337,170
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 246,871
c All other domestic foundations enter 1.39% 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 0
3 Add lines 1 and 2........................... 3 246,871
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 246,871
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 265,273
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 315,273
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
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 68,402
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet68,402 RefundedBullet 11 0
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 the instructions
for the 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletOH
    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 .Click to see attachment
    8b
     
    No
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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.bdmorganfdn.org
    14
    The books are in care ofbulletDenise M Griggs Telephone no.bullet (330) 655-1660

    Located atbullet22 Aurora StHudsonOH ZIP+4bullet44236
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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). Click to see attachment
    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
    Deborah D Hoover Pres/CEO
    45.00     		348,280 37,667 0
    22 Aurora St
    Hudson,OH44236
    Denise M Griggs VP/CFO
    40.00     		205,765 33,405 0
    22 Aurora St
    Hudson,OH44236
    Keith A Brown Trustee
    2.00     		15,000 0 0
    22 Aurora St
    Hudson,OH44236
    J Michael Hochschwender Trustee
    2.00     		15,000 0 0
    22 Aurora St
    Hudson,OH44236
    Richard N Seaman Vice Pres.
    2.00     		15,000 0 0
    22 Aurora St
    Hudson,OH44236
    Mark D Robeson Trustee
    2.00     		15,000 0 0
    22 Aurora St
    Hudson,OH44236
    Patrick T Finley Treasurer
    2.00     		15,000 0 0
    22 Aurora St
    Hudson,OH44236
    Eddie Taylor Jr Trustee
    2.00     		15,000 0 0
    22 Aurora St
    Hudson,OH44236
    Jennifer L Peshina Trustee
    2.00     		0 0 0
    22 Aurora St
    Hudson,OH44236
    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
    Angela K Evans Sr. Program Officer
    40.00     		94,514 15,541 0
    22 Aurora St
    Hudson,OH44236
    Emily M Bean Program Officer
    40.00     		88,711 15,143 0
    22 Aurora St
    Hudson,OH44236
    Gina M Dotson Grants & Communicati
    40.00     		81,541 15,880 0
    22 Aurora St
    Hudson,OH44236
    Mary C Dieglio Program Officer
    40.00     		79,081 12,859 0
    22 Aurora St
    Hudson,OH44236
    Jeanne M Silcox Executive Assistant
    40.00     		69,261 17,125 0
    22 Aurora St
    Hudson,OH44236
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    Entrepreneurship Policy Advisors Consulting 412,258
    475J Arsenal Court
    Watertown,MA02472
    HIG Capital Investment Mgmt 141,645
    1450 Brickell Avenue
    Miami,FL33131
    Clearstead Inv. Consulting 90,559
    1100 Superior Ave East Ste 200
    Cleveland,OH44114
    Broadleaf Partners LLC Investment Mgmt 77,188
    9 Aurora St
    Hudson,OH44236
    Haverford Quality Investing Investment Mgmt 58,073
    Three Radnor Corporate Center
    Radnor,PA190874546
    Total number of others receiving over $50,000 for professional services.............bullet1
    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 The Foundation supports and assists with staffing Scalerator NEO. The six-month educational program provides practical sales and marketing, organizational development and entrepreneurs on the 3 Cs of growth - Customers, Capacity, and Cash. The cohort learning experience is led by a faculty primarily from Babson College, ranked as the nation's top provider of entrepreneurship education. This program originated as a collaborative effort of Burton D. Morgan Foundation and Richard J. Fasenmyer Foundation. 457,671
    2 The Foundation has implemented a research and experimentation initiative that includes a fellowship program. The Foundation and/or Foundation Fellow will study various aspects of entrepreneurship, entrepreneurship education, and program evaluation to determine best practices in the field. Results of the research will be disseminated to both academia and practitioners. In 2020 the Foundation conducted a study of the collegiate entrepreneurship ecosystem in Northeast Ohio. 43,500
    3 The Foundation provides technical assistance to five higher education institutions with implementing and maintaining their NEOLaunchNET programs. NEOLaunchNET is a regional signature initiative that seeks to inspire a culture of innovation on college and university campuses, building upon the unique assets and strengths of each school, and sparking the entrepreneurial mindset in enterprising students. The Foundation staff facilitates and coordinates the program in Northeast Ohio. 4,539
    4 The Foundation supports the scaleup initiative work of The Entrepreneurs Edge (EDGE) to enhance economic development in Northeast Ohio. EDGE and others are tasked with engaging other economic development organizations and educational institutions to create better communication, coordination, and collaboration; identifying companies and determining the best way to successfully grow these companies; and creating metrics to determine the success of this initiative. 4,000
    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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    121,308,692
    b
    Average of monthly cash balances.......................
    1b
    14,845,948
    c
    Fair market value of all other assets (see instructions)................
    1c
    31,847,645
    d
    Total (add lines 1a, b, and c).........................
    1d
    168,002,285
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    168,002,285
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,520,034
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    165,482,251
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    8,274,113
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    8,274,113
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    246,871
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    246,871
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    8,027,242
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    34,478
    5
    Add lines 3 and 4............................
    5
    8,061,720
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    8,061,720
    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
    7,233,713
    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
    16,047
    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
    7,249,760
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    7,249,760
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 8,061,720
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016...... 33,226
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 33,226
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 7,249,760
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 7,249,760
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 33,226 33,226
    (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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		778,734
    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) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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:
    Foundation only accepts online appl
    wwwbdmorganfdnorg/apply
    Hudson,OH44236
    (330) 655-1660
    bThe form in which applications should be submitted and information and materials they should include:
    See format at www.bdmorganfdn.org/apply
    cAny submission deadlines:
    See deadlines at www.bdmorganfdn.org/deadlines
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    See restrictions at www.bdmorganfdn.org/grant-focus
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    100 Black Men of Akron
    220 S Balch Street
    Akron,OH44302     		N/A PC Exempt purpose of organization 1,000
    ACCESS Inc
    230 W Market Street
    Akron,OH44303     		N/A PC for diversity, equity, and inclusion training for board and staff members 1,000
    Akron Art Museum
    One South High Street
    Akron,OH44308     		N/A PC to support the planning stages of the Center for Creative Learning's capital campaign in 2020 25,000
    Akron Art Museum
    One South High Street
    Akron,OH44308     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Akron Children's Hospital Foundation
    One Perkins Square
    Akron,OH443081062     		N/A PC to support activities of the Addiction Services Program in 2020, specifically to provide trainings in motivational interviewing 10,000
    Akron Community Foundation
    345 West Cedar St
    Akron,OH44307     		N/A PC for the Community Response Fund, established to help address basic human needs and emergency operating support for nonprofit agencies in Summit and Medina Counties in response to the COVID-19 health crisis 20,000
    Akron MakerSpace
    540 S Main Street Suite 951
    Akron,OH44311     		N/A PC to support the purchase of supplies and equipment to create personal protective equipment (PPE) for healthcare professionals in Ohio. 10,000
    Akron Regional Development Board Educational Fund
    388 S Main Street Suite 205
    Akron,OH44311     		N/A PC to support Choose Growth 330 activities in 2020 ($50,000) and 2021 (50,000) 50,000
    Akron Regional Development Board Educational Fund
    388 S Main Street Suite 205
    Akron,OH44311     		N/A PC to support the COVID-19 Small Business Emergency Relief Grant Program in 2020 200,000
    Akron Urban League
    440 Vernon Odom Blvd
    Akron,OH44307     		N/A PC Exempt purpose of organization 1,000
    Akron Urban League
    440 Vernon Odom Blvd
    Akron,OH44307     		N/A PC for the 2021 Scholarship Program 1,000
    Akron Zoological Park
    500 Edgewood Avenue
    Akron,OH443072199     		N/A PC Exempt purpose of organization 5,000
    Akron-Canton Regional Foodbank
    350 Opportunity Parkway
    Akron,OH44307     		N/A PC Exempt purpose of organization 1,500
    American Friends of the Hebrew University
    20 N Wacker Drive Suite 2020
    Chicago,IL60606     		N/A PC for the Center for Transformative Nanomedicine, a partnership between Cleveland Clinic and Hebrew University 10,000
    American National Red Cross
    PO Box 37839
    Boone,IA500370839     		N/A PC for the Western Wildfire Relief Fund 10,000
    Animal Welfare League of Trumbull County
    PO Box 66
    Vienna,OH44473     		N/A PC Exempt purpose of organization 200
    ArtsNow
    175 S Main Street Suite 100
    Akron,OH44308     		N/A PC for the Summit County COVID-19 Small Business Emergency Relief Grant Program, specifically to support artists in Summit County 10,000
    Ashland University
    401 College Avenue
    Ashland,OH44805     		N/A PC to support Morgan Fellows and student programs in academic years 2020-21 51,089
    Ashland University
    401 College Avenue
    Ashland,OH44805     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Ausbon Sargent Land Preservation Trust
    71 Pleasant Street PO Box 2040
    New London,NH03257     		N/A PC for the purchase of a 144-acre parcel of land in New London, New Hampshire 10,000
    Baldwin Wallace University
    275 Eastland Road
    Berea,OH44017     		N/A PC to support LaunchNET in 2019-20 and 2020-21 112,500
    Birthing Beautiful Communities
    1464 East 105th Street 202
    Cleveland,OH44106     		N/A PC to support the development of a custom database ($20,000) and professional development expenses ($5,000) in 2020 25,000
    Birthing Beautiful Communities
    1464 East 105th Street 202
    Cleveland,OH44106     		N/A PC to support operations of the Birthing Beautiful Communities office in Akron in 2020-21 1,000
    Birthing Beautiful Communities
    1464 East 105th Street 202
    Cleveland,OH44106     		N/A PC to install a mural in the caf e 1,000
    Bounce Innovation Hub
    526 S Main Street
    Akron,OH44311     		N/A PC to support efforts to bring a non-tech accelerator to Akron 10,000
    Bounce Innovation Hub
    526 S Main Street
    Akron,OH44311     		N/A PC to support strategic planning and programming (the incubator, software accelerator, GROW, and Northeast Ohio Student Venture Fund) in 2020 252,500
    Bounce Innovation Hub
    526 S Main Street
    Akron,OH44311     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Boys and Girls Clubs of Northeast Ohio
    526 S Main Street
    Akron,OH44311     		N/A PC for program support in Akron ($25,000) and Cleveland ($25,000) 50,000
    Boys Hope Girls Hope of Northeastern Ohio
    PO Box 502
    Akron,OH44309     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Broken Chains Jail & Prison Ministry
    PO Box 502
    Akron,OH44309     		N/A PC to purchase a van in 2020 to support clients of Lydia's Home 15,000
    Buckeye Local School District
    3436 Edgewood Drive
    Ashtabula,OH44004     		N/A PC to train and coach seven individuals 20,000
    Canton Regional SCORE
    6000 Frank Avenue
    North Canton,OH44720     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Central American Medical Outreach
    322 Westwood Ave
    Orrville,OH44667     		N/A PC for the Salsa Sizzle Fall Campaign, to support the medical work in Honduras 10,000
    Central American Medical Outreach
    322 Westwood Ave
    Orrville,OH44667     		N/A PC to support construction efforts to provide shelter for Hondurans displaced by two recent hurricanes 10,000
    City of Hudson
    1140 Terex Road Suite 400
    Hudson,OH44236     		N/A GOV for Hudson Community Television for the production of Good Day in Hudson 1,200
    City of Hudson
    1140 Terex Road Suite 400
    Hudson,OH44236     		N/A GOV for diversity, equity, and inclusion training for board and staff members 2,000
    Cleveland Institute of Art
    11610 Euclid Avenue
    Cleveland,OH44106     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Cleveland Leadership Center
    PO Box 23613
    Chagrin Falls,OH44023     		N/A PC to support a showcase of student entrepreneurs at the Accelerate 2021: Citizens Make Change civic pitch competition 10,000
    Cleveland Social Venture Partners
    8200 Sweet Valley Drive Suite 100
    Cleveland,OH44125     		N/A PC to assist Northeast Ohio nonprofit organizations in 2020 500
    Cleveland State University Foundation
    2121 Euclid Ave UN 501
    Cleveland,OH441152214     		N/A PC to support entrepreneurship programming in 2019 and 2020 31,000
    College Now Greater Cleveland Inc
    1500 West 3rd Street Suite 125
    Cleveland,OH441142321     		N/A PC Exempt purpose of organization 5,000
    Community Legal Aid Services Inc
    50 South Main Street Suite 800
    Akron,OH44308     		N/A PC to assist minority families facing homelessness in Summit County 1,000
    Compass North Church
    2268 S Arlington Street PO Box
    26104
    Akron,OH44319     		N/A PC Exempt purpose of organization 500
    Conservancy for Cuyahoga Valley National Park
    1403 West Hines Hill Road
    Peninsula,OH44264     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Crafty Mart
    526 S Main St Suite 217
    Akron,OH44210     		N/A PC for the 2020 Maker Sessions 10,000
    Cuyahoga Community College Foundation
    700 Carnegie Avenue
    Cleveland,OH44115     		N/A PC to support the Entrepreneur Expo in 2020 2,375
    Cuyahoga Community College Foundation
    700 Carnegie Avenue
    Cleveland,OH44115     		N/A PC to support Entrepreneurship Academy activities in 2020-21, including stipends, technology and associated protection plan/covers, and marketing 17,260
    Cuyahoga Community College Foundation
    700 Carnegie Avenue
    Cleveland,OH44115     		N/A PC to support CLE3 Institute student stipends for students who are providing services directly to entrepreneurs and small businesses in 2019-20 4,250
    Cuyahoga County Public Library
    2111 Snow Road
    Parma,OH441343728     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Cuyahoga County Public Library
    2111 Snow Road
    Parma,OH441343728     		N/A PC for the 123 READ Program 5,000
    Denison University
    100 W College Street
    Granville,OH43023     		N/A PC to support the Marty Erbaugh '70 Endowed Fund for Entrepreneurship 50,000
    Destination Hudson
    27 E Main Street
    Hudson,OH44236     		N/A PC for yard signs to alert the Hudson community to organizations that can provide assistance during the COVID-19 crisis 320
    Destination Hudson
    27 E Main Street
    Hudson,OH44236     		N/A PC Exempt purpose of organization 1,000
    Downtown Akron Partnership
    103 S High St 4th Floor
    Akron,OH44308     		N/A PC to support the Pop Up Program in 2020 13,200
    Economic and Community Development Institute
    1655 Old Leonard Avenue
    Columbus,OH43219     		N/A PC to support operations of the Akron office in fiscal year 2020 75,000
    Economic and Community Development Institute
    1655 Old Leonard Avenue
    Columbus,OH43219     		N/A PC to support operations of the Akron office in fiscal year 2021 75,000
    Economic Growth Foundation
    1240 Huron Road E Suite 300
    Cleveland,OH44115     		N/A PC to support the Business Growth Collaborative and integration of Greater Akron onto the Inclusion Marketplace 35,000
    EDWINS Leadership & Restaurant Institute
    13101 Shaker Square
    Cleveland,OH44120     		N/A PC to support the operations of EDWINS Leadership and Restaurant Institute in 2020 10,000
    Effective Leadership Academy
    4480 Richmond Road
    Warrensville Heights,OH44128     		N/A PC for the 2020 Chamber Leadership Academy 3,000
    Emmanuel Christian Academy
    350 S Portage Path
    Akron,OH44320     		N/A PC to conduct entrepreneurship programming in the 2020-21 academic year 18,000
    EMS Outreach of Hudson
    118 W Streetsboro Suite 209
    Hudson,OH44236     		N/A PC for pandemic disaster supplies 1,000
    Engage Cleveland
    8200 Sweet Valley Drive Suite 100
    Valley View,OH44125     		N/A PC Exempt purpose of organization 5,000
    Family & Community Services Inc
    705 Oakwood St Suite 221
    Ravenna,OH44266     		N/A PC to fund the purchase of a used box truck with any residual dollars to be applied to general operations in 2020 31,000
    Family & Community Services Inc
    705 Oakwood St Suite 221
    Ravenna,OH44266     		N/A PC to provide federal match dollars for the Senior Companions and Foster Grandparents Programs in 2020 23,000
    Fathers & Sons of Northeast Ohio
    1382 Hart Street
    Akron,OH44306     		N/A PC for fatherhood programs 10,000
    Fence at the Top
    PO Box 1399
    Rohnert Park,CA94927     		N/A PC for the annual Sonoma County NAACP dinner 6,000
    First Congregational Church of Hudson
    47 Aurora Street
    Hudson,OH44236     		N/A PC for operations and outreach during the COVID-19 health crisis 2,500
    First Congregational Church of Hudson
    47 Aurora Street
    Hudson,OH44236     		N/A PC Exempt purpose of organization 10,000
    FORCE - Facing Our Risk of Cancer Empowered
    16057 Tampa Palms Blvd W PMB 373
    Tampa,FL33647     		N/A PC Exempt purpose of organization 250
    Fund for Our Economic Future of Northeast Ohio
    4415 Euclid Avenue Suite 202
    Cleveland,OH44103     		N/A PC Exempt purpose of organization 1,000
    Fund for Our Economic Future of Northeast Ohio
    4415 Euclid Avenue Suite 202
    Cleveland,OH44103     		N/A PC Exempt purpose of organization 165,000
    Global Ties Akron
    6595 Manchester Rd
    New Franklin,OH44216     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Greater Akron Musical Association
    92 N Main Street
    Akron,OH44308     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Greater Cleveland Neighborhood Centers Association
    1814 E 40th Street Suite 4D
    Cleveland,OH44103     		N/A PC for the ICONNECT program 200
    Greater Des Moines Botanical Garden
    909 Robert D Ray Drive
    Des Moines,IA503092897     		N/A PC Exempt purpose of organization 1,000
    Greenacre Homes and School
    438 Eddie Lane
    Sebastopol,CA95472     		N/A PC Exempt purpose of organization 15,000
    Healthnetwork Foundation
    33 River Street
    Chagrin Falls,OH44022     		N/A PC for cardiac arrhythmia research conducted by Cleveland Clinic's Heart and Vascular Institute 25,000
    Hebrew Free Loan Association
    23300 Chagrin Blvd Suite 204
    Beachwood,OH44122     		N/A PC for a business loan fund that will supply emergency loans to small businesses in Northeast Ohio experiencing hardship due to COVID-19 50,000
    Hebrew Free Loan Association
    23300 Chagrin Blvd Suite 204
    Beachwood,OH44122     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Hiram College
    PO Box 67
    Hiram,OH442340067     		N/A PC to support Center for Integrated Entrepreneurship activities in 2020-21 and 2021-22 2,179
    Hudson Community First
    49 E Main Street PO Box 944
    Hudson,OH44236     		N/A PC for the Career Panel/Intern for a Day program in 2020-21 6,100
    Hudson Community Foundation
    49 E Main Street PO Box 944
    Hudson,OH44236     		N/A PC for the Baldwin-Buss House Foundation Fund, specifically for landscaping 10,000
    Hudson Community Foundation
    49 E Main Street PO Box 944
    Hudson,OH44236     		N/A PC for the Baldwin-Buss House Foundation Fund, specifically for landscaping 1,000
    Hudson Community Foundation
    49 E Main Street PO Box 944
    Hudson,OH44236     		N/A PC for the Hudson NOW Fund, in response to the COVID-19 health crisis 2,500
    Hudson Community Service Association
    PO Box 1472
    Hudson,OH44236     		N/A PC for the Helping Hands Assistance Fund in 2020 8,000
    Hudson Farmers Market Inc
    PO Box 1073
    Hudson,OH44236     		N/A PC Exempt purpose of organization 5,000
    Hudson Heritage Association
    PO Box 2218
    Hudson,OH44236     		N/A PC for a 2020 Preservationist Membership 250
    Hudson Job Search
    7666 Hudson Park Drive
    Hudson,OH44236     		N/A PC Exempt purpose of organization 10,000
    Hudson Library and Historical Society
    96 Library Street
    Hudson,OH44236     		N/A PC for books for children and teens, particularly books focused on invention 250
    Hudson Library and Historical Society
    96 Library Street
    Hudson,OH44236     		N/A PC to support Burton D. Morgan Center for Entrepreneurship Research youth and adult activities over two years 37,500
    Hudson Montessori School
    7545 Darrow Road
    Hudson,OH44236     		N/A PC Exempt purpose of organization 5,000
    Hudson Montessori School
    7545 Darrow Road
    Hudson,OH44236     		N/A PC for diversity, equity, and inclusion training for board and staff members 750
    Hudson Rotary Foundation Inc
    PO Box 323
    Hudson,OH44236     		N/A PC for scholarship fund support in 2020 1,000
    Hudson-Landsberg Sister City
    PO Box 1382
    Hudson,OH442360882     		N/A PC for the 2020 Hudson Christkindlmarkt 5,000
    ideastream
    1375 Euclid Avenue
    Cleveland,OH44115     		N/A PC to support the creation of 35 Making It videos, community meetings, and presentations at conferences in fiscal years 2021 and 2022 62,250
    Inspiring Minds
    PO Box 8512
    Warren,OH44484     		N/A PC for a six week summer enrichment program in Warren 3,000
    John Carroll University
    1 John Carroll Blvd
    University Heights,OH44118     		N/A PC to support the LaunchNET JCU program in academic year 2020-21 70,000
    JumpStart Inc
    6701 Carnegie Avenue Suite 100
    Cleveland,OH44103     		N/A PC to fund the Burton D. Morgan Mentoring Program over three years 333,000
    Junior Achievement of Greater Cleveland
    1422 Euclid Avenue Suite 952
    Cleveland,OH44115     		N/A PC for entrepreneurship programming and operations in 2020-21 60,000
    Junior Achievement of Mahoning Valley Inc
    1601 Motor Inn Dr 305
    Girard,OH44420     		N/A PC for entrepreneurship programming and operations in 2020-21 50,000
    Junior Achievement of North Central Ohio
    4353 Executive Circle
    Canton,OH44718     		N/A PC for entrepreneurship programming and operations in 2020-21 135,000
    Junior Achievement of North Central Ohio
    4353 Executive Circle
    Canton,OH44718     		N/A PC to support a community development position for Medina and Wayne counties 10,000
    Kent State University Foundation Inc
    350 S Lincoln Street PO Box 5190
    Kent,OH44242     		N/A PC to support the purchase of supplies and equipment to create personal protective equipment (PPE) for healthcare professionals in Ohio 10,000
    Kent State University Foundation Inc
    350 S Lincoln Street PO Box 5190
    Kent,OH44242     		N/A PC to support SkyHack and the Fashion/Tech Hackathon in 2021 48,200
    Kent State University Foundation Inc
    350 S Lincoln Street PO Box 5190
    Kent,OH44242     		N/A PC for the annual fund 1,000
    Kent State University Foundation Inc
    350 S Lincoln Street PO Box 5190
    Kent,OH44242     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Kent State University Foundation Inc
    350 S Lincoln Street PO Box 5190
    Kent,OH44242     		N/A PC to support LaunchNET in 2019-20 and 2020-21 150,000
    Khan Academy
    PO Box 1630
    Mountain View,CA94042     		N/A PC Exempt purpose of organization 2,500
    Korda Institute for Teaching
    PO Box 6058
    Cleveland,OH44101     		N/A PC to serve as a program partner for the Youth Changemaker Grant process 100,000
    Lake Ridge Academy
    37501 Center Ridge Rd
    North Ridgeville,OH44039     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Lawrence School
    1551 E Wallings Road
    Broadview Heights,OH44147     		N/A PC for the Developing Future Leaders Program, Restorative Practices Initiative, and the Advancing Student Health and Wellness Initiatives 50,000
    Lawrence School
    1551 E Wallings Road
    Broadview Heights,OH44147     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Learning About Business Inc
    391 W Washington St
    Painesville,OH44077     		N/A PC for a week-long business summer camp for high school students in 2020 10,000
    LifeAct
    210 Bell Street
    Chagrin Falls,OH44022     		N/A PC for LifeAct mental health programming in Summit County in 2020 7,500
    Long Term Care Ombudsman
    2800 Euclid Avenue Suite 600
    Cleveland,OH44115     		N/A PC Exempt purpose of organization 200
    Lorain County Community College Foundation
    1005 North Abbe Road CC220
    Elyria,OH44035     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Lorain County Community College Foundation
    1005 North Abbe Road CC220
    Elyria,OH44035     		N/A PC to support LaunchNET in 2019-20 and 2020-21 50,000
    Love Akron
    PO Box 2971
    Akron,OH44309     		N/A PC Exempt purpose of organization 1,000
    Lynn University
    3601 N Military Trl
    Boca Raton,FL33431     		N/A PC to purchase a Cessna 172 airplane for flight training 100,000
    Manufacturing Advocacy & Growth Network Inc
    1768 East 25th St
    Cleveland,OH44114     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Moonlight Community Foundation
    PO Box 161013
    Big Sky,MT59716     		N/A PC Exempt purpose of organization 20,000
    Moraga Education Foundation
    PO Box 34
    Moraga,CA94556     		N/A PC for programming to support the mission of the organization 5,000
    Moraga Garden Club
    P O Box 6062
    Moraga,CA945706062     		N/A PC Exempt purpose of organization 5,000
    MORTAR Cincinnati
    340 Reading Road Storefront
    Cincinnati,OH45202     		N/A PC to support MORTAR Cincinnati's license fees and the organization's expansion to Akron in 2020 40,000
    Music from The Western Reserve
    PO Box 265
    Hudson,OH44236     		N/A PC for the 2020-21 concert season 5,000
    NAMI Summit County
    150 Cross Street
    Akron,OH44311     		N/A PC to support Crystal's Crew, as they journey to raise awareness around mental health through NAMI Walks in 2020 100
    National Association for Community College Entrepreneurship
    1 Federal Street Bldg 101
    Springfield,MA01105     		N/A PC to support the provision of institutional scholarships for the 2020 virtual Entrepreneurship Explorations Conference 3,000
    National Inventors Hall of Fame Inc
    3701 Highland Park NW
    North Canton,OH44720     		N/A PC To support Camp Invention and Invention Project programming in 2020 189,800
    National Underground Railroad Freedom Center Inc
    50 East Freedom Way
    Cincinnati,OH45202     		N/A PC Exempt purpose of organization 30,000
    Network for Teaching Entrepreneurship
    120 Wall Street 18th Floor
    New York,NY100053904     		N/A PC to support educators in Northeast Ohio and train new NEO educatorsin 2019-20 38,500
    Norman Rockwell Museum
    9 Glendale Road PO Box 308
    Stockbridge,MA01262     		N/A PC for the High School Leaders program in 2020-21 20,000
    Norman Rockwell Museum
    9 Glendale Road PO Box 308
    Stockbridge,MA01262     		N/A PC Exempt purpose of organization 5,000
    North Akron Community Development Corporation
    760 Elma Street
    Akron,OH44310     		N/A PC to support improvements to the Market House in 2020 10,000
    Northeast Ohio Black Health Coalition
    18115 Harvard Ave
    Cleveland,OH44128     		N/A PC to serve as Presenting Sponsor of the No More Tears and Love Letter to You programs, cover costs of the Babies & Brunch program for three weeks, and provide general operating support 10,000
    Northeast Ohio Medical University Foundation
    4209 State Route 44 PO Box 95
    Rootstown,OH44272     		N/A PC to support the NEOvations program in 2020-21 20,000
    Notre Dame College
    4545 College Road
    South Euclid,OH44121     		N/A PC to support the Entrepreneurship Program in academic years 2018-19 and 2019-20 57,500
    Ohio Shakespeare Festival
    103 S High Street
    Akron,OH44308     		N/A PC Exempt purpose of organization 6,000
    One of a Kind Pet Rescue Inc
    1485 Marion Avenue
    Akron,OH44313     		N/A PC to offset costs associated with purchasing computers and accessories with any residual dollars to be applied to the purchase of a new phone system in 2020 15,000
    Ottawa County Community Foundation
    PO Box 36
    Port Clinton,OH43452     		N/A PC for the expansion of the Regional Incubator for Sustainability and Entrepreneurship (RISE) program to offer a local grant program to support small businesses as they innovate and pivot in order to survive and thrive during and after the ongoing COVID-19 pandemic 50,000
    Ottawa County Community Foundation
    PO Box 36
    Port Clinton,OH43452     		N/A PC Exempt purpose of organization 20,000
    Paws and Prayers
    PO Box 67166
    Cuyahoga Falls,OH442227166     		N/A PC Exempt purpose of organization 1,000
    PEAK Grantmaking
    1666 K St NW Suite 440
    Washington,DC20006     		N/A PC for 2021 membership dues 3,000
    Peninsula Foundation Inc
    6138 Riverview Road Suite F
    Peninsula,OH44264     		N/A POF to support the construction of ADA-compliant restrooms in 2020 25,000
    Philanthropy Ohio
    500 South Front Street Suite 900
    Columbus,OH43215     		N/A PC for membership, operating, and conference support 20,000
    Philanthropy Ohio
    500 South Front Street Suite 900
    Columbus,OH43215     		N/A PC Exempt purpose of organization 3,000
    Philanthropy Ohio
    500 South Front Street Suite 900
    Columbus,OH43215     		N/A PC for the Ohio Collaborative for Educating Remotely and Transforming Education fund 10,000
    Prepared 4 Life
    1800 West Loop South Suite 1875
    Houston,TX77027     		N/A PC for the license fee for 2021 Lemonade Day 8,000
    Project GRAD Akron
    10 N Main Street Suite 503
    Akron,OH443081958     		N/A PC to support kindergarten readiness efforts and scholarships for students in the Akron Public School District in 2020-21 20,000
    Project LEARN of Summit County
    60 S High St
    Akron,OH44326     		N/A PC Exempt purpose of organization 1,000
    Project Ujima
    1015 S Hawkins Avenue
    Akron,OH44320     		N/A PC Exempt purpose of organization 1,000
    RAHAB Ministries
    PO Box 13866
    Fairlawn,OH44334     		N/A PC Exempt purpose of organization 500
    Rebuilding Together Northeast Ohio
    788 Donald Avenue
    Akron,OH44306     		N/A PC to support the Going Paperless project in 2020 13,500
    Saint Mary's College of California
    PMB 4300
    Moraga,CA94575     		N/A PC for the men's basketball programand the School of Science Summer Research Internship program 22,000
    Serving Women in Ghana
    PO Box 127
    Wooster,OH44691     		N/A PC Exempt purpose of organization 10,000
    Seton Catholic School
    6923 Stow Road
    Hudson,OH44236     		N/A PC to support the Habits of the Heart youth philanthropy program in spring 2020 2,500
    South Street Ministries
    130 W South Street
    Akron,OH44311     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Spice Field Kitchens Inc
    5800 Detroit Avenue
    Cleveland,OH44102     		N/A PC Exempt purpose of organization 100
    Stark State College Foundation
    6200 Frank Ave NW
    North Canton,OH44720     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Strength for the Journey DR Inc
    PO Box 51
    Port Clinton,OH43452     		N/A PC to purchase a truck 30,000
    Talk Tech Association
    447 Broadway 2nd Fl 514
    New York,NY10013     		N/A PC Exempt purpose of organization 1,000
    Telluride Foundation
    PO Box 4222
    Telluride,CO81435     		N/A PC Exempt purpose of organization 20,000
    Telluride Foundation
    PO Box 4222
    Telluride,CO81435     		N/A PC for strategic planning expenses of the Entrepreneur Funders Network 10,000
    That Can Be Me Inc
    19513 Shaker Boulevard
    Beachwood,OH44122     		N/A PC Exempt purpose of organization 500
    That Can Be Me Inc
    19513 Shaker Boulevard
    Beachwood,OH44122     		N/A PC for the Books@Work program 1,000
    The Bail Project
    PO Box 750
    Venice,CA90294     		N/A PC for the 2019 Deshpande Symposium (Gold sponsorship) 30,000
    The Diversity Center of Northeast Ohio
    3659 Green Road Suite 220
    Beachwood,OH44122     		N/A PC for the 2019 Enspire Conference 500
    The Entrepreneurs EDGE
    6801 Brecksville Road 160 160
    Independence,OH44131     		N/A PC to support four EDGE Fellows working with two Scalerator NEO alumni companies in Summer 2020 20,000
    The Presidents' Council Foundation
    3740 Euclid Avenue Suite 100
    Cleveland,OH44114     		N/A PC for the PC Scholars program in 2020 25,000
    The Relatives
    119 East 8th Street
    Charlotte,NC28202     		N/A PC Exempt purpose of organization 5,000
    The University of Akron Foundation
    150 University Ave
    Akron,OH443252901     		N/A PC for the Dr. James Webb Memorial Scholarship 10,000
    The University of Akron Foundation
    150 University Ave
    Akron,OH443252901     		N/A PC to support the Creating Entrepreneurial Classrooms initiative in 2020-21 85,000
    The University of Akron Foundation
    150 University Ave
    Akron,OH443252901     		N/A PC for a pilot expansion of the Small Entrepreneur and Economic Development (SEED) Legal Clinic, including legal counseling and education, at select NEO institutions in academic years 2020-21 117,265
    The University of Akron Foundation
    150 University Ave
    Akron,OH443252901     		N/A PC for the H.K. Barker Center for Economics Education 250
    The Well Community Development Corporation
    647 E Market Street
    Akron,OH44304     		N/A PC to support year two of Akron Food Works and capacity building for additional work under The Well's economic development initiative 35,000
    The Well Community Development Corporation
    647 E Market Street
    Akron,OH44304     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Tulane University
    6823 St Charles Avenue
    New Orleans,LA70118     		N/A PC for the 2020 Novel Tech Challenge 50,000
    Union Club Foundation
    1211 Euclid Avenue
    Cleveland,OH441151865     		N/A PC for the 2020 Annual Fund 300
    United Disability Services Inc
    701 South Main St
    Akron,OH443111019     		N/A PC for a fence and surveillance system and for the All-Star Training Club 200
    United Negro College Fund co UNCF Indianapolis Region
    3737 N Meridian Street Suite 507
    Indianapolis,IN46208     		N/A PC for scholarships to students in Northeast Ohio 40,000
    United Way of Summit and Medina
    37 North High Street
    Akron,OH44304     		N/A PC for the COVID-19 Emergency Support Fund, established to help provide food and nutrition assistance; housing, shelter, rent and utility support; childcare assistance; and medical payment assistance to those impacted by COVID-19 20,000
    United Way of Summit and Medina
    37 North High Street
    Akron,OH44304     		N/A PC for the Akron Summit County COVID-19 Emergency Support Fund, established to help provide food and nutrition assistance; housing, shelter, rent and utility support; childcare assistance; and medical payment assistance to those impacted by COVID-19 100,000
    United Way of Wayne and Holmes Counties
    215 South Walnut Street PO Box 548
    Wooster,OH44691     		N/A PC for the 2020 annual campaign 10,000
    United Way of Wayne and Holmes Counties
    215 South Walnut Street PO Box 548
    Wooster,OH44691     		N/A PC for food pantry programs in Wayne and Holmes counties 10,000
    University Circle Inc
    10831 Magnolia Dr
    Cleveland,OH441061887     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    University Hospitals Health System
    11100 Euclid Avenue
    Cleveland,OH44106     		N/A PC for UH Cures, Powered by Harrington Discovery Institute 25,000
    University of Akron Research Foundation
    170 University Circle GDYR 312
    Akron,OH443252103     		N/A SO III FI to support the I-Corps Sites program in 2020, 2021, and 2022 50,000
    University of Akron Research Foundation
    170 University Circle GDYR 312
    Akron,OH443252103     		N/A SO III FI to support programming and staff in 2020 for the Entrepreneurship Education Consortium 93,500
    University of Massachusetts - Lowell
    One University Ave
    Lowell,MA01854     		N/A PC to sponsor the Deshpande Symposium in 2020 and 2021 20,000
    University of Mount Union
    1972 Clark Ave
    Alliance,OH44601     		N/A PC for faculty development workshops, an internship program, and innovation space in academic years 2019-20 35,180
    University School
    2785 SOM Center Road
    Hunting Valley,OH44022     		N/A PC for the 2020 Enspire Conference 239,450
    University School
    2785 SOM Center Road
    Hunting Valley,OH44022     		N/A PC to support Young Entrepreneur Institute programming in 2020-21 130,500
    University School
    2785 SOM Center Road
    Hunting Valley,OH44022     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    University School
    2785 SOM Center Road
    Hunting Valley,OH44022     		N/A PC to support Lemonade Day NEO in 2020 70,000
    Ursuline College
    2550 Lander Road
    Pepper Pike,OH44124     		N/A PC for the development of workforce related programs and curriculum within the Institute for Women, Wellness and Workforce that include exploration of entrepreneurship and the gig economy 5,000
    Venture for America Inc
    307 7th Avenue Suite 1201
    New York,NY10001     		N/A PC to support NEO Fellows attendance at Training Camp and Training Camp Redux in 2020 and cultivation of Akron as a host city 75,000
    Venture for America Inc
    307 7th Avenue Suite 1201
    New York,NY10001     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Wayne County Community Foundation
    517 North Market Street
    Wooster,OH44691     		N/A PC for the Wayne County Emergency Response Fund, to support local nonprofit organizations on the front line of COVID-19 response efforts 10,000
    Western Reserve Academy
    115 College Street
    Hudson,OH44236     		N/A PC to support the Civic Hack during Global Entrepreneurship Week 2020 4,250
    Western Reserve Historical Society
    10825 East Boulevard
    Cleveland,OH44106     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Western Reserve Historical Society
    10825 East Boulevard
    Cleveland,OH44106     		N/A PC to support entrepreneurship programming in 2019-20 31,950
    Wikimedia Foundation
    1 Montgomery Street Suite 1600
    San Francisco,CA94104     		N/A PC Exempt purpose of organization 2,500
    Williams Challenge
    PO Box 14752
    Akron,OH44321     		N/A PC for the Man2Man Fatherhood Building Program 10,000
    Williams College
    75 Park Street
    Williamstown,MA01267     		N/A PC for the 2020-21 Alumni Fund, for Equity and Inclusion through the Designated Giving Program 10,000
    Windham Exempted Village Schools
    9530 Bauer Avenue
    Windham,OH44288     		N/A PC for the Student Food Pantry program for K-12 students in Windham schools 10,000
    Woodridge Local School System
    4411 Quick Road
    Peninsula,OH44264     		N/A PC for the benefit of Six District Educational Compact o to develop an experiential entrepreneurship education guide that can be integrated into a variety of CTE trades 14,500
    Wooster Community Hospital Foundation
    1761 Beall Avenue
    Wooster,OH44691     		N/A PC to support a new Electrophysiology Lab for the Cardiovascular Institute 25,000
    World Animal Protection
    535 Eighth Avenue Third Floor
    New York,NY10018     		N/A PC for the Australian Bush Fire Recovery Appeal 10,000
    Candid
    32 Old Slip 24th Floor
    New York,NY10005     		N/A PC Exempt purpose of the organization ($7,500) and Guidestar membership ($1,250) in 2020 8,750
    Candid
    32 Old Slip 24th Floor
    New York,NY10005     		N/A PC for general operating support, in recognition of Deborah Hoover's service on the Candid Board of Trustees and her ongoing commitment to the mission of the organization 1,000
    Case Western Reserve University
    10900 Euclid Ave
    Cleveland,OH44106     		N/A PC for the Phillip A. Ranney Scholarship Fund 1,000
    Case Western Reserve University
    10900 Euclid Ave
    Cleveland,OH44106     		N/A PC for the Phillip A. Ranney Scholarship Fund 52,933
    The Ohio Foundation of Independent Colleges Inc
    250 East Broad Street Suite 1700
    Columbus,OH43215     		N/A PC to provide scholarships to two students of color from Northeast Ohio that attend Baldwin Wallace University and express an interest in entrepreneurship through studies or activities 5,000
    The Philanthropy Roundtable
    40 West 29th St Suite 301
    New York,NY10001     		N/A PC Exempt purpose of organization 500
    Total .................................bullet 3a 5,287,051
    bApproved for future payment
    Economic and Community Development Institute
    1655 Old Leonard Ave
    Columbus,OH44219     		N/A PC to support operations of the Akron office in fiscal year 2020 71,200
    University of Akron Research Foundation
    170 University Circle GDYR 312
    Akron,OH44325     		N/A SO III FI to support the I-Corps Sites program in 2020, 2021, and 2022 50,000
    Ideastream
    1375 Euclid Ave
    Cleveland,OH44115     		N/A PC to support the creation of Making It videos, community meetings, and presentations at conferences in fiscal years 2021 and 2022 60,000
    The Entrepreneurs EDGE
    6801 Brecksville Rd 160
    Independence,OH44131     		N/A PC to support four EDGE Fellows working with two Scalerator NEO alumni companies in Summer 2020 26,000
    Ashland University
    401 College Ave
    Ashland,OH44805     		N/A PC to support Morgan Fellows in and student programs in academic years 2020-21 and 2021-22 10,750
    University of Akron Foundation
    302 Buchtel Ave
    Akron,OH44325     		N/A PC for a pilot expansion of the Small Entrepreneur and Economic Development (SEED) Legal Clinic, including legal counseling and education in 2020-21 and 2021-22 3,000
    National Inventors Hall of Fame Inc
    3701 Highland Park NW
    Canton,OH44720     		N/A PC To support Camp Invention and Invention Project programming in 2020 318,000
    Junior Achievement of Greater Cleveland
    1422 Euclid Ave Suite 952
    Cleveland,OH44115     		N/A PC for entrepreneurship programming and operations in 2020-21 and 2021-22 60,000
    Junior Achievement of Mahoning Valley
    1601 Motor Inn Dr 305
    Girard,OH44420     		N/A PC for entrepreneurship programming and operations in 2020-21 and 2021-22 50,000
    Junior Achievement of North Central Ohio
    4353 Executive Circle
    Canton,OH44718     		N/A PC for entrepreneurship programming and operations in 2020-21 and 2021-22 135,000
    Total .................................bullet 3b 783,950
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 11,629  
    4 Dividends and interest from securities.... 900099 205,424 14 3,251,826  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 100  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		900099 11,448 18 15,729,687  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aRefunds and Reimbursements     		    01 96  
    bOther Partnership Income     01 131,428  
    cClass Action Settlements     01 10,094  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 216,872 19,134,860 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    19,351,732
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Form 990PF Part XV Line 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
    100 Black Men of Akron220 S Balch Street
    Akron,OH44302     		N/A PC Exempt purpose of organization 1,000
    ACCESS Inc230 W Market Street
    Akron,OH44303     		N/A PC for diversity, equity, and inclusion training for board and staff members 1,000
    Akron Art MuseumOne South High Street
    Akron,OH44308     		N/A PC to support the planning stages of the Center for Creative Learning's capital campaign in 2020 25,000
    Akron Art MuseumOne South High Street
    Akron,OH44308     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Akron Children's Hospital FoundationOne Perkins Square
    Akron,OH443081062     		N/A PC to support activities of the Addiction Services Program in 2020, specifically to provide trainings in motivational interviewing 10,000
    Akron Community Foundation345 West Cedar St
    Akron,OH44307     		N/A PC for the Community Response Fund, established to help address basic human needs and emergency operating support for nonprofit agencies in Summit and Medina Counties in response to the COVID-19 health crisis 20,000
    Akron MakerSpace540 S Main Street Suite 951
    Akron,OH44311     		N/A PC to support the purchase of supplies and equipment to create personal protective equipment (PPE) for healthcare professionals in Ohio. 10,000
    Akron Regional Development Board Educational Fund388 S Main Street Suite 205
    Akron,OH44311     		N/A PC to support Choose Growth 330 activities in 2020 ($50,000) and 2021 (50,000) 50,000
    Akron Regional Development Board Educational Fund388 S Main Street Suite 205
    Akron,OH44311     		N/A PC to support the COVID-19 Small Business Emergency Relief Grant Program in 2020 200,000
    Akron Urban League440 Vernon Odom Blvd
    Akron,OH44307     		N/A PC Exempt purpose of organization 1,000
    Akron Urban League440 Vernon Odom Blvd
    Akron,OH44307     		N/A PC for the 2021 Scholarship Program 1,000
    Akron Zoological Park500 Edgewood Avenue
    Akron,OH443072199     		N/A PC Exempt purpose of organization 5,000
    Akron-Canton Regional Foodbank350 Opportunity Parkway
    Akron,OH44307     		N/A PC Exempt purpose of organization 1,500
    American Friends of the Hebrew University20 N Wacker Drive Suite 2020
    Chicago,IL60606     		N/A PC for the Center for Transformative Nanomedicine, a partnership between Cleveland Clinic and Hebrew University 10,000
    American National Red CrossPO Box 37839
    Boone,IA500370839     		N/A PC for the Western Wildfire Relief Fund 10,000
    Animal Welfare League of Trumbull CountyPO Box 66
    Vienna,OH44473     		N/A PC Exempt purpose of organization 200
    ArtsNow175 S Main Street Suite 100
    Akron,OH44308     		N/A PC for the Summit County COVID-19 Small Business Emergency Relief Grant Program, specifically to support artists in Summit County 10,000
    Ashland University401 College Avenue
    Ashland,OH44805     		N/A PC to support Morgan Fellows and student programs in academic years 2020-21 51,089
    Ashland University401 College Avenue
    Ashland,OH44805     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Ausbon Sargent Land Preservation Trust71 Pleasant Street PO Box 2040
    New London,NH03257     		N/A PC for the purchase of a 144-acre parcel of land in New London, New Hampshire 10,000
    Baldwin Wallace University275 Eastland Road
    Berea,OH44017     		N/A PC to support LaunchNET in 2019-20 and 2020-21 112,500
    Birthing Beautiful Communities1464 East 105th Street 202
    Cleveland,OH44106     		N/A PC to support the development of a custom database ($20,000) and professional development expenses ($5,000) in 2020 25,000
    Birthing Beautiful Communities1464 East 105th Street 202
    Cleveland,OH44106     		N/A PC to support operations of the Birthing Beautiful Communities office in Akron in 2020-21 1,000
    Birthing Beautiful Communities1464 East 105th Street 202
    Cleveland,OH44106     		N/A PC to install a mural in the caf e 1,000
    Bounce Innovation Hub526 S Main Street
    Akron,OH44311     		N/A PC to support efforts to bring a non-tech accelerator to Akron 10,000
    Bounce Innovation Hub526 S Main Street
    Akron,OH44311     		N/A PC to support strategic planning and programming (the incubator, software accelerator, GROW, and Northeast Ohio Student Venture Fund) in 2020 252,500
    Bounce Innovation Hub526 S Main Street
    Akron,OH44311     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Boys and Girls Clubs of Northeast Ohio526 S Main Street
    Akron,OH44311     		N/A PC for program support in Akron ($25,000) and Cleveland ($25,000) 50,000
    Boys Hope Girls Hope of Northeastern OhioPO Box 502
    Akron,OH44309     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Broken Chains Jail & Prison MinistryPO Box 502
    Akron,OH44309     		N/A PC to purchase a van in 2020 to support clients of Lydia's Home 15,000
    Buckeye Local School District3436 Edgewood Drive
    Ashtabula,OH44004     		N/A PC to train and coach seven individuals 20,000
    Canton Regional SCORE6000 Frank Avenue
    North Canton,OH44720     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Central American Medical Outreach322 Westwood Ave
    Orrville,OH44667     		N/A PC for the Salsa Sizzle Fall Campaign, to support the medical work in Honduras 10,000
    Central American Medical Outreach322 Westwood Ave
    Orrville,OH44667     		N/A PC to support construction efforts to provide shelter for Hondurans displaced by two recent hurricanes 10,000
    City of Hudson1140 Terex Road Suite 400
    Hudson,OH44236     		N/A GOV for Hudson Community Television for the production of Good Day in Hudson 1,200
    City of Hudson1140 Terex Road Suite 400
    Hudson,OH44236     		N/A GOV for diversity, equity, and inclusion training for board and staff members 2,000
    Cleveland Institute of Art11610 Euclid Avenue
    Cleveland,OH44106     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Cleveland Leadership CenterPO Box 23613
    Chagrin Falls,OH44023     		N/A PC to support a showcase of student entrepreneurs at the Accelerate 2021: Citizens Make Change civic pitch competition 10,000
    Cleveland Social Venture Partners8200 Sweet Valley Drive Suite 100
    Cleveland,OH44125     		N/A PC to assist Northeast Ohio nonprofit organizations in 2020 500
    Cleveland State University Foundation2121 Euclid Ave UN 501
    Cleveland,OH441152214     		N/A PC to support entrepreneurship programming in 2019 and 2020 31,000
    College Now Greater Cleveland Inc1500 West 3rd Street Suite 125
    Cleveland,OH441142321     		N/A PC Exempt purpose of organization 5,000
    Community Legal Aid Services Inc50 South Main Street Suite 800
    Akron,OH44308     		N/A PC to assist minority families facing homelessness in Summit County 1,000
    Compass North Church2268 S Arlington Street PO Box
    26104
    Akron,OH44319     		N/A PC Exempt purpose of organization 500
    Conservancy for Cuyahoga Valley National Park1403 West Hines Hill Road
    Peninsula,OH44264     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Crafty Mart526 S Main St Suite 217
    Akron,OH44210     		N/A PC for the 2020 Maker Sessions 10,000
    Cuyahoga Community College Foundation700 Carnegie Avenue
    Cleveland,OH44115     		N/A PC to support the Entrepreneur Expo in 2020 2,375
    Cuyahoga Community College Foundation700 Carnegie Avenue
    Cleveland,OH44115     		N/A PC to support Entrepreneurship Academy activities in 2020-21, including stipends, technology and associated protection plan/covers, and marketing 17,260
    Cuyahoga Community College Foundation700 Carnegie Avenue
    Cleveland,OH44115     		N/A PC to support CLE3 Institute student stipends for students who are providing services directly to entrepreneurs and small businesses in 2019-20 4,250
    Cuyahoga County Public Library2111 Snow Road
    Parma,OH441343728     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Cuyahoga County Public Library2111 Snow Road
    Parma,OH441343728     		N/A PC for the 123 READ Program 5,000
    Denison University100 W College Street
    Granville,OH43023     		N/A PC to support the Marty Erbaugh '70 Endowed Fund for Entrepreneurship 50,000
    Destination Hudson27 E Main Street
    Hudson,OH44236     		N/A PC for yard signs to alert the Hudson community to organizations that can provide assistance during the COVID-19 crisis 320
    Destination Hudson27 E Main Street
    Hudson,OH44236     		N/A PC Exempt purpose of organization 1,000
    Downtown Akron Partnership103 S High St 4th Floor
    Akron,OH44308     		N/A PC to support the Pop Up Program in 2020 13,200
    Economic and Community Development Institute1655 Old Leonard Avenue
    Columbus,OH43219     		N/A PC to support operations of the Akron office in fiscal year 2020 75,000
    Economic and Community Development Institute1655 Old Leonard Avenue
    Columbus,OH43219     		N/A PC to support operations of the Akron office in fiscal year 2021 75,000
    Economic Growth Foundation1240 Huron Road E Suite 300
    Cleveland,OH44115     		N/A PC to support the Business Growth Collaborative and integration of Greater Akron onto the Inclusion Marketplace 35,000
    EDWINS Leadership & Restaurant Institute13101 Shaker Square
    Cleveland,OH44120     		N/A PC to support the operations of EDWINS Leadership and Restaurant Institute in 2020 10,000
    Effective Leadership Academy4480 Richmond Road
    Warrensville Heights,OH44128     		N/A PC for the 2020 Chamber Leadership Academy 3,000
    Emmanuel Christian Academy350 S Portage Path
    Akron,OH44320     		N/A PC to conduct entrepreneurship programming in the 2020-21 academic year 18,000
    EMS Outreach of Hudson118 W Streetsboro Suite 209
    Hudson,OH44236     		N/A PC for pandemic disaster supplies 1,000
    Engage Cleveland8200 Sweet Valley Drive Suite 100
    Valley View,OH44125     		N/A PC Exempt purpose of organization 5,000
    Family & Community Services Inc705 Oakwood St Suite 221
    Ravenna,OH44266     		N/A PC to fund the purchase of a used box truck with any residual dollars to be applied to general operations in 2020 31,000
    Family & Community Services Inc705 Oakwood St Suite 221
    Ravenna,OH44266     		N/A PC to provide federal match dollars for the Senior Companions and Foster Grandparents Programs in 2020 23,000
    Fathers & Sons of Northeast Ohio1382 Hart Street
    Akron,OH44306     		N/A PC for fatherhood programs 10,000
    Fence at the TopPO Box 1399
    Rohnert Park,CA94927     		N/A PC for the annual Sonoma County NAACP dinner 6,000
    First Congregational Church of Hudson47 Aurora Street
    Hudson,OH44236     		N/A PC for operations and outreach during the COVID-19 health crisis 2,500
    First Congregational Church of Hudson47 Aurora Street
    Hudson,OH44236     		N/A PC Exempt purpose of organization 10,000
    FORCE - Facing Our Risk of Cancer Empowered16057 Tampa Palms Blvd W PMB 373
    Tampa,FL33647     		N/A PC Exempt purpose of organization 250
    Fund for Our Economic Future of Northeast Ohio4415 Euclid Avenue Suite 202
    Cleveland,OH44103     		N/A PC Exempt purpose of organization 1,000
    Fund for Our Economic Future of Northeast Ohio4415 Euclid Avenue Suite 202
    Cleveland,OH44103     		N/A PC Exempt purpose of organization 165,000
    Global Ties Akron6595 Manchester Rd
    New Franklin,OH44216     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Greater Akron Musical Association92 N Main Street
    Akron,OH44308     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Greater Cleveland Neighborhood Centers Association1814 E 40th Street Suite 4D
    Cleveland,OH44103     		N/A PC for the ICONNECT program 200
    Greater Des Moines Botanical Garden909 Robert D Ray Drive
    Des Moines,IA503092897     		N/A PC Exempt purpose of organization 1,000
    Greenacre Homes and School438 Eddie Lane
    Sebastopol,CA95472     		N/A PC Exempt purpose of organization 15,000
    Healthnetwork Foundation33 River Street
    Chagrin Falls,OH44022     		N/A PC for cardiac arrhythmia research conducted by Cleveland Clinic's Heart and Vascular Institute 25,000
    Hebrew Free Loan Association23300 Chagrin Blvd Suite 204
    Beachwood,OH44122     		N/A PC for a business loan fund that will supply emergency loans to small businesses in Northeast Ohio experiencing hardship due to COVID-19 50,000
    Hebrew Free Loan Association23300 Chagrin Blvd Suite 204
    Beachwood,OH44122     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Hiram CollegePO Box 67
    Hiram,OH442340067     		N/A PC to support Center for Integrated Entrepreneurship activities in 2020-21 and 2021-22 2,179
    Hudson Community First49 E Main Street PO Box 944
    Hudson,OH44236     		N/A PC for the Career Panel/Intern for a Day program in 2020-21 6,100
    Hudson Community Foundation49 E Main Street PO Box 944
    Hudson,OH44236     		N/A PC for the Baldwin-Buss House Foundation Fund, specifically for landscaping 10,000
    Hudson Community Foundation49 E Main Street PO Box 944
    Hudson,OH44236     		N/A PC for the Baldwin-Buss House Foundation Fund, specifically for landscaping 1,000
    Hudson Community Foundation49 E Main Street PO Box 944
    Hudson,OH44236     		N/A PC for the Hudson NOW Fund, in response to the COVID-19 health crisis 2,500
    Hudson Community Service AssociationPO Box 1472
    Hudson,OH44236     		N/A PC for the Helping Hands Assistance Fund in 2020 8,000
    Hudson Farmers Market IncPO Box 1073
    Hudson,OH44236     		N/A PC Exempt purpose of organization 5,000
    Hudson Heritage AssociationPO Box 2218
    Hudson,OH44236     		N/A PC for a 2020 Preservationist Membership 250
    Hudson Job Search7666 Hudson Park Drive
    Hudson,OH44236     		N/A PC Exempt purpose of organization 10,000
    Hudson Library and Historical Society96 Library Street
    Hudson,OH44236     		N/A PC for books for children and teens, particularly books focused on invention 250
    Hudson Library and Historical Society96 Library Street
    Hudson,OH44236     		N/A PC to support Burton D. Morgan Center for Entrepreneurship Research youth and adult activities over two years 37,500
    Hudson Montessori School7545 Darrow Road
    Hudson,OH44236     		N/A PC Exempt purpose of organization 5,000
    Hudson Montessori School7545 Darrow Road
    Hudson,OH44236     		N/A PC for diversity, equity, and inclusion training for board and staff members 750
    Hudson Rotary Foundation IncPO Box 323
    Hudson,OH44236     		N/A PC for scholarship fund support in 2020 1,000
    Hudson-Landsberg Sister CityPO Box 1382
    Hudson,OH442360882     		N/A PC for the 2020 Hudson Christkindlmarkt 5,000
    ideastream1375 Euclid Avenue
    Cleveland,OH44115     		N/A PC to support the creation of 35 Making It videos, community meetings, and presentations at conferences in fiscal years 2021 and 2022 62,250
    Inspiring MindsPO Box 8512
    Warren,OH44484     		N/A PC for a six week summer enrichment program in Warren 3,000
    John Carroll University1 John Carroll Blvd
    University Heights,OH44118     		N/A PC to support the LaunchNET JCU program in academic year 2020-21 70,000
    JumpStart Inc6701 Carnegie Avenue Suite 100
    Cleveland,OH44103     		N/A PC to fund the Burton D. Morgan Mentoring Program over three years 333,000
    Junior Achievement of Greater Cleveland1422 Euclid Avenue Suite 952
    Cleveland,OH44115     		N/A PC for entrepreneurship programming and operations in 2020-21 60,000
    Junior Achievement of Mahoning Valley Inc1601 Motor Inn Dr 305
    Girard,OH44420     		N/A PC for entrepreneurship programming and operations in 2020-21 50,000
    Junior Achievement of North Central Ohio4353 Executive Circle
    Canton,OH44718     		N/A PC for entrepreneurship programming and operations in 2020-21 135,000
    Junior Achievement of North Central Ohio4353 Executive Circle
    Canton,OH44718     		N/A PC to support a community development position for Medina and Wayne counties 10,000
    Kent State University Foundation Inc350 S Lincoln Street PO Box 5190
    Kent,OH44242     		N/A PC to support the purchase of supplies and equipment to create personal protective equipment (PPE) for healthcare professionals in Ohio 10,000
    Kent State University Foundation Inc350 S Lincoln Street PO Box 5190
    Kent,OH44242     		N/A PC to support SkyHack and the Fashion/Tech Hackathon in 2021 48,200
    Kent State University Foundation Inc350 S Lincoln Street PO Box 5190
    Kent,OH44242     		N/A PC for the annual fund 1,000
    Kent State University Foundation Inc350 S Lincoln Street PO Box 5190
    Kent,OH44242     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Kent State University Foundation Inc350 S Lincoln Street PO Box 5190
    Kent,OH44242     		N/A PC to support LaunchNET in 2019-20 and 2020-21 150,000
    Khan AcademyPO Box 1630
    Mountain View,CA94042     		N/A PC Exempt purpose of organization 2,500
    Korda Institute for TeachingPO Box 6058
    Cleveland,OH44101     		N/A PC to serve as a program partner for the Youth Changemaker Grant process 100,000
    Lake Ridge Academy37501 Center Ridge Rd
    North Ridgeville,OH44039     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Lawrence School1551 E Wallings Road
    Broadview Heights,OH44147     		N/A PC for the Developing Future Leaders Program, Restorative Practices Initiative, and the Advancing Student Health and Wellness Initiatives 50,000
    Lawrence School1551 E Wallings Road
    Broadview Heights,OH44147     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Learning About Business Inc391 W Washington St
    Painesville,OH44077     		N/A PC for a week-long business summer camp for high school students in 2020 10,000
    LifeAct210 Bell Street
    Chagrin Falls,OH44022     		N/A PC for LifeAct mental health programming in Summit County in 2020 7,500
    Long Term Care Ombudsman2800 Euclid Avenue Suite 600
    Cleveland,OH44115     		N/A PC Exempt purpose of organization 200
    Lorain County Community College Foundation1005 North Abbe Road CC220
    Elyria,OH44035     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Lorain County Community College Foundation1005 North Abbe Road CC220
    Elyria,OH44035     		N/A PC to support LaunchNET in 2019-20 and 2020-21 50,000
    Love AkronPO Box 2971
    Akron,OH44309     		N/A PC Exempt purpose of organization 1,000
    Lynn University3601 N Military Trl
    Boca Raton,FL33431     		N/A PC to purchase a Cessna 172 airplane for flight training 100,000
    Manufacturing Advocacy & Growth Network Inc1768 East 25th St
    Cleveland,OH44114     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Moonlight Community FoundationPO Box 161013
    Big Sky,MT59716     		N/A PC Exempt purpose of organization 20,000
    Moraga Education FoundationPO Box 34
    Moraga,CA94556     		N/A PC for programming to support the mission of the organization 5,000
    Moraga Garden ClubP O Box 6062
    Moraga,CA945706062     		N/A PC Exempt purpose of organization 5,000
    MORTAR Cincinnati340 Reading Road Storefront
    Cincinnati,OH45202     		N/A PC to support MORTAR Cincinnati's license fees and the organization's expansion to Akron in 2020 40,000
    Music from The Western ReservePO Box 265
    Hudson,OH44236     		N/A PC for the 2020-21 concert season 5,000
    NAMI Summit County150 Cross Street
    Akron,OH44311     		N/A PC to support Crystal's Crew, as they journey to raise awareness around mental health through NAMI Walks in 2020 100
    National Association for Community College Entrepreneurship1 Federal Street Bldg 101
    Springfield,MA01105     		N/A PC to support the provision of institutional scholarships for the 2020 virtual Entrepreneurship Explorations Conference 3,000
    National Inventors Hall of Fame Inc3701 Highland Park NW
    North Canton,OH44720     		N/A PC To support Camp Invention and Invention Project programming in 2020 189,800
    National Underground Railroad Freedom Center Inc50 East Freedom Way
    Cincinnati,OH45202     		N/A PC Exempt purpose of organization 30,000
    Network for Teaching Entrepreneurship120 Wall Street 18th Floor
    New York,NY100053904     		N/A PC to support educators in Northeast Ohio and train new NEO educatorsin 2019-20 38,500
    Norman Rockwell Museum9 Glendale Road PO Box 308
    Stockbridge,MA01262     		N/A PC for the High School Leaders program in 2020-21 20,000
    Norman Rockwell Museum9 Glendale Road PO Box 308
    Stockbridge,MA01262     		N/A PC Exempt purpose of organization 5,000
    North Akron Community Development Corporation760 Elma Street
    Akron,OH44310     		N/A PC to support improvements to the Market House in 2020 10,000
    Northeast Ohio Black Health Coalition18115 Harvard Ave
    Cleveland,OH44128     		N/A PC to serve as Presenting Sponsor of the No More Tears and Love Letter to You programs, cover costs of the Babies & Brunch program for three weeks, and provide general operating support 10,000
    Northeast Ohio Medical University Foundation4209 State Route 44 PO Box 95
    Rootstown,OH44272     		N/A PC to support the NEOvations program in 2020-21 20,000
    Notre Dame College4545 College Road
    South Euclid,OH44121     		N/A PC to support the Entrepreneurship Program in academic years 2018-19 and 2019-20 57,500
    Ohio Shakespeare Festival103 S High Street
    Akron,OH44308     		N/A PC Exempt purpose of organization 6,000
    One of a Kind Pet Rescue Inc1485 Marion Avenue
    Akron,OH44313     		N/A PC to offset costs associated with purchasing computers and accessories with any residual dollars to be applied to the purchase of a new phone system in 2020 15,000
    Ottawa County Community FoundationPO Box 36
    Port Clinton,OH43452     		N/A PC for the expansion of the Regional Incubator for Sustainability and Entrepreneurship (RISE) program to offer a local grant program to support small businesses as they innovate and pivot in order to survive and thrive during and after the ongoing COVID-19 pandemic 50,000
    Ottawa County Community FoundationPO Box 36
    Port Clinton,OH43452     		N/A PC Exempt purpose of organization 20,000
    Paws and PrayersPO Box 67166
    Cuyahoga Falls,OH442227166     		N/A PC Exempt purpose of organization 1,000
    PEAK Grantmaking1666 K St NW Suite 440
    Washington,DC20006     		N/A PC for 2021 membership dues 3,000
    Peninsula Foundation Inc6138 Riverview Road Suite F
    Peninsula,OH44264     		N/A POF to support the construction of ADA-compliant restrooms in 2020 25,000
    Philanthropy Ohio500 South Front Street Suite 900
    Columbus,OH43215     		N/A PC for membership, operating, and conference support 20,000
    Philanthropy Ohio500 South Front Street Suite 900
    Columbus,OH43215     		N/A PC Exempt purpose of organization 3,000
    Philanthropy Ohio500 South Front Street Suite 900
    Columbus,OH43215     		N/A PC for the Ohio Collaborative for Educating Remotely and Transforming Education fund 10,000
    Prepared 4 Life1800 West Loop South Suite 1875
    Houston,TX77027     		N/A PC for the license fee for 2021 Lemonade Day 8,000
    Project GRAD Akron10 N Main Street Suite 503
    Akron,OH443081958     		N/A PC to support kindergarten readiness efforts and scholarships for students in the Akron Public School District in 2020-21 20,000
    Project LEARN of Summit County60 S High St
    Akron,OH44326     		N/A PC Exempt purpose of organization 1,000
    Project Ujima1015 S Hawkins Avenue
    Akron,OH44320     		N/A PC Exempt purpose of organization 1,000
    RAHAB MinistriesPO Box 13866
    Fairlawn,OH44334     		N/A PC Exempt purpose of organization 500
    Rebuilding Together Northeast Ohio788 Donald Avenue
    Akron,OH44306     		N/A PC to support the Going Paperless project in 2020 13,500
    Saint Mary's College of CaliforniaPMB 4300
    Moraga,CA94575     		N/A PC for the men's basketball programand the School of Science Summer Research Internship program 22,000
    Serving Women in GhanaPO Box 127
    Wooster,OH44691     		N/A PC Exempt purpose of organization 10,000
    Seton Catholic School6923 Stow Road
    Hudson,OH44236     		N/A PC to support the Habits of the Heart youth philanthropy program in spring 2020 2,500
    South Street Ministries130 W South Street
    Akron,OH44311     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Spice Field Kitchens Inc5800 Detroit Avenue
    Cleveland,OH44102     		N/A PC Exempt purpose of organization 100
    Stark State College Foundation6200 Frank Ave NW
    North Canton,OH44720     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Strength for the Journey DR IncPO Box 51
    Port Clinton,OH43452     		N/A PC to purchase a truck 30,000
    Talk Tech Association447 Broadway 2nd Fl 514
    New York,NY10013     		N/A PC Exempt purpose of organization 1,000
    Telluride FoundationPO Box 4222
    Telluride,CO81435     		N/A PC Exempt purpose of organization 20,000
    Telluride FoundationPO Box 4222
    Telluride,CO81435     		N/A PC for strategic planning expenses of the Entrepreneur Funders Network 10,000
    That Can Be Me Inc19513 Shaker Boulevard
    Beachwood,OH44122     		N/A PC Exempt purpose of organization 500
    That Can Be Me Inc19513 Shaker Boulevard
    Beachwood,OH44122     		N/A PC for the Books@Work program 1,000
    The Bail ProjectPO Box 750
    Venice,CA90294     		N/A PC for the 2019 Deshpande Symposium (Gold sponsorship) 30,000
    The Diversity Center of Northeast Ohio3659 Green Road Suite 220
    Beachwood,OH44122     		N/A PC for the 2019 Enspire Conference 500
    The Entrepreneurs EDGE6801 Brecksville Road 160 160
    Independence,OH44131     		N/A PC to support four EDGE Fellows working with two Scalerator NEO alumni companies in Summer 2020 20,000
    The Presidents' Council Foundation3740 Euclid Avenue Suite 100
    Cleveland,OH44114     		N/A PC for the PC Scholars program in 2020 25,000
    The Relatives119 East 8th Street
    Charlotte,NC28202     		N/A PC Exempt purpose of organization 5,000
    The University of Akron Foundation150 University Ave
    Akron,OH443252901     		N/A PC for the Dr. James Webb Memorial Scholarship 10,000
    The University of Akron Foundation150 University Ave
    Akron,OH443252901     		N/A PC to support the Creating Entrepreneurial Classrooms initiative in 2020-21 85,000
    The University of Akron Foundation150 University Ave
    Akron,OH443252901     		N/A PC for a pilot expansion of the Small Entrepreneur and Economic Development (SEED) Legal Clinic, including legal counseling and education, at select NEO institutions in academic years 2020-21 117,265
    The University of Akron Foundation150 University Ave
    Akron,OH443252901     		N/A PC for the H.K. Barker Center for Economics Education 250
    The Well Community Development Corporation647 E Market Street
    Akron,OH44304     		N/A PC to support year two of Akron Food Works and capacity building for additional work under The Well's economic development initiative 35,000
    The Well Community Development Corporation647 E Market Street
    Akron,OH44304     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Tulane University6823 St Charles Avenue
    New Orleans,LA70118     		N/A PC for the 2020 Novel Tech Challenge 50,000
    Union Club Foundation1211 Euclid Avenue
    Cleveland,OH441151865     		N/A PC for the 2020 Annual Fund 300
    United Disability Services Inc701 South Main St
    Akron,OH443111019     		N/A PC for a fence and surveillance system and for the All-Star Training Club 200
    United Negro College Fund co UNCF Indianapolis Region3737 N Meridian Street Suite 507
    Indianapolis,IN46208     		N/A PC for scholarships to students in Northeast Ohio 40,000
    United Way of Summit and Medina37 North High Street
    Akron,OH44304     		N/A PC for the COVID-19 Emergency Support Fund, established to help provide food and nutrition assistance; housing, shelter, rent and utility support; childcare assistance; and medical payment assistance to those impacted by COVID-19 20,000
    United Way of Summit and Medina37 North High Street
    Akron,OH44304     		N/A PC for the Akron Summit County COVID-19 Emergency Support Fund, established to help provide food and nutrition assistance; housing, shelter, rent and utility support; childcare assistance; and medical payment assistance to those impacted by COVID-19 100,000
    United Way of Wayne and Holmes Counties215 South Walnut Street PO Box 548
    Wooster,OH44691     		N/A PC for the 2020 annual campaign 10,000
    United Way of Wayne and Holmes Counties215 South Walnut Street PO Box 548
    Wooster,OH44691     		N/A PC for food pantry programs in Wayne and Holmes counties 10,000
    University Circle Inc10831 Magnolia Dr
    Cleveland,OH441061887     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    University Hospitals Health System11100 Euclid Avenue
    Cleveland,OH44106     		N/A PC for UH Cures, Powered by Harrington Discovery Institute 25,000
    University of Akron Research Foundation170 University Circle GDYR 312
    Akron,OH443252103     		N/A SO III FI to support the I-Corps Sites program in 2020, 2021, and 2022 50,000
    University of Akron Research Foundation170 University Circle GDYR 312
    Akron,OH443252103     		N/A SO III FI to support programming and staff in 2020 for the Entrepreneurship Education Consortium 93,500
    University of Massachusetts - LowellOne University Ave
    Lowell,MA01854     		N/A PC to sponsor the Deshpande Symposium in 2020 and 2021 20,000
    University of Mount Union1972 Clark Ave
    Alliance,OH44601     		N/A PC for faculty development workshops, an internship program, and innovation space in academic years 2019-20 35,180
    University School2785 SOM Center Road
    Hunting Valley,OH44022     		N/A PC for the 2020 Enspire Conference 239,450
    University School2785 SOM Center Road
    Hunting Valley,OH44022     		N/A PC to support Young Entrepreneur Institute programming in 2020-21 130,500
    University School2785 SOM Center Road
    Hunting Valley,OH44022     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    University School2785 SOM Center Road
    Hunting Valley,OH44022     		N/A PC to support Lemonade Day NEO in 2020 70,000
    Ursuline College2550 Lander Road
    Pepper Pike,OH44124     		N/A PC for the development of workforce related programs and curriculum within the Institute for Women, Wellness and Workforce that include exploration of entrepreneurship and the gig economy 5,000
    Venture for America Inc307 7th Avenue Suite 1201
    New York,NY10001     		N/A PC to support NEO Fellows attendance at Training Camp and Training Camp Redux in 2020 and cultivation of Akron as a host city 75,000
    Venture for America Inc307 7th Avenue Suite 1201
    New York,NY10001     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Wayne County Community Foundation517 North Market Street
    Wooster,OH44691     		N/A PC for the Wayne County Emergency Response Fund, to support local nonprofit organizations on the front line of COVID-19 response efforts 10,000
    Western Reserve Academy115 College Street
    Hudson,OH44236     		N/A PC to support the Civic Hack during Global Entrepreneurship Week 2020 4,250
    Western Reserve Historical Society10825 East Boulevard
    Cleveland,OH44106     		N/A PC for diversity, equity, and inclusion training for board and staff members 2,000
    Western Reserve Historical Society10825 East Boulevard
    Cleveland,OH44106     		N/A PC to support entrepreneurship programming in 2019-20 31,950
    Wikimedia Foundation1 Montgomery Street Suite 1600
    San Francisco,CA94104     		N/A PC Exempt purpose of organization 2,500
    Williams ChallengePO Box 14752
    Akron,OH44321     		N/A PC for the Man2Man Fatherhood Building Program 10,000
    Williams College75 Park Street
    Williamstown,MA01267     		N/A PC for the 2020-21 Alumni Fund, for Equity and Inclusion through the Designated Giving Program 10,000
    Windham Exempted Village Schools9530 Bauer Avenue
    Windham,OH44288     		N/A PC for the Student Food Pantry program for K-12 students in Windham schools 10,000
    Woodridge Local School System4411 Quick Road
    Peninsula,OH44264     		N/A PC for the benefit of Six District Educational Compact o to develop an experiential entrepreneurship education guide that can be integrated into a variety of CTE trades 14,500
    Wooster Community Hospital Foundation1761 Beall Avenue
    Wooster,OH44691     		N/A PC to support a new Electrophysiology Lab for the Cardiovascular Institute 25,000
    World Animal Protection535 Eighth Avenue Third Floor
    New York,NY10018     		N/A PC for the Australian Bush Fire Recovery Appeal 10,000
    Candid32 Old Slip 24th Floor
    New York,NY10005     		N/A PC Exempt purpose of the organization ($7,500) and Guidestar membership ($1,250) in 2020 8,750
    Candid32 Old Slip 24th Floor
    New York,NY10005     		N/A PC for general operating support, in recognition of Deborah Hoover's service on the Candid Board of Trustees and her ongoing commitment to the mission of the organization 1,000
    Case Western Reserve University10900 Euclid Ave
    Cleveland,OH44106     		N/A PC for the Phillip A. Ranney Scholarship Fund 1,000
    Case Western Reserve University10900 Euclid Ave
    Cleveland,OH44106     		N/A PC for the Phillip A. Ranney Scholarship Fund 52,933
    The Ohio Foundation of Independent Colleges Inc250 East Broad Street Suite 1700
    Columbus,OH43215     		N/A PC to provide scholarships to two students of color from Northeast Ohio that attend Baldwin Wallace University and express an interest in entrepreneurship through studies or activities 5,000
    The Philanthropy Roundtable40 West 29th St Suite 301
    New York,NY10001     		N/A PC Exempt purpose of organization 500
    Total ...............................bullet 3a 5,287,051
    bApproved for future payment
    Economic and Community Development Institute1655 Old Leonard Ave
    Columbus,OH44219     		N/A PC to support operations of the Akron office in fiscal year 2020 71,200
    University of Akron Research Foundation170 University Circle GDYR 312
    Akron,OH44325     		N/A SO III FI to support the I-Corps Sites program in 2020, 2021, and 2022 50,000
    Ideastream1375 Euclid Ave
    Cleveland,OH44115     		N/A PC to support the creation of Making It videos, community meetings, and presentations at conferences in fiscal years 2021 and 2022 60,000
    The Entrepreneurs EDGE6801 Brecksville Rd 160
    Independence,OH44131     		N/A PC to support four EDGE Fellows working with two Scalerator NEO alumni companies in Summer 2020 26,000
    Ashland University401 College Ave
    Ashland,OH44805     		N/A PC to support Morgan Fellows in and student programs in academic years 2020-21 and 2021-22 10,750
    University of Akron Foundation302 Buchtel Ave
    Akron,OH44325     		N/A PC for a pilot expansion of the Small Entrepreneur and Economic Development (SEED) Legal Clinic, including legal counseling and education in 2020-21 and 2021-22 3,000
    National Inventors Hall of Fame Inc3701 Highland Park NW
    Canton,OH44720     		N/A PC To support Camp Invention and Invention Project programming in 2020 318,000
    Junior Achievement of Greater Cleveland1422 Euclid Ave Suite 952
    Cleveland,OH44115     		N/A PC for entrepreneurship programming and operations in 2020-21 and 2021-22 60,000
    Junior Achievement of Mahoning Valley1601 Motor Inn Dr 305
    Girard,OH44420     		N/A PC for entrepreneurship programming and operations in 2020-21 and 2021-22 50,000
    Junior Achievement of North Central Ohio4353 Executive Circle
    Canton,OH44718     		N/A PC for entrepreneurship programming and operations in 2020-21 and 2021-22 135,000
    Total ................................bullet 3b 783,950

    TY 2020 AccountingFeesSchedule
    Name:
    Burton D Morgan Foundation Inc
    EIN:
    34-6598971
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Audit 19,000 2,491   15,206
    Retirement Plan Fees 24,619 3,228   21,391

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

    TY 2020 DepreciationSchedule
    Name:
    Burton D Morgan Foundation Inc
    EIN:
    34-6598971
    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
    FURNITURE 1993-06-30 1,925 1,925 SL 10.000000000000 0 0    
    FURN 1993-08-31 3,844 3,844 SL 10.000000000000 0 0    
    CHAIRS-FOREMOST 1994-02-28 1,394 1,394 SL 10.000000000000 0 0    
    FILE CABINETS-FOREMOST 1994-04-30 1,003 1,003 SL 10.000000000000 0 0    
    FILE CABINET 2000-02-20 1,306 1,306 SL 10.000000000000 0 0    
    DESK - BREWSTER STROUD 1995-11-21 952 952 SL 10.000000000000 0 0    
    FURNITURE 1996-03-19 1,740 1,740 SL 10.000000000000 0 0    
    FILE CABINET 2002-02-28 1,306 1,306 SL 10.000000000000 0 0    
    PORTRAIT 30 X 24 2003-10-31 3,400 3,400 SL 10.000000000000 0 0    
    LATERAL FILE 2003-12-15 1,494 1,494 SL 10.000000000000 0 0    
    FIREKING FILE 2003-12-15 1,574 1,574 SL 10.000000000000 0 0    
    FURNITURE 2004-01-15 799 799 SL 10.000000000000 0 0    
    FURNITURE 2004-04-15 10,757 10,757 SL 10.000000000000 0 0    
    CREDENZA 2004-06-17 220 220 SL 10.000000000000 0 0    
    OFFICE FURNISHINGS 2004-06-22 404 404 SL 10.000000000000 0 0    
    FILE CABINET 2004-07-01 886 886 200DB 7.000000000000 0 0    
    PRINTER STAND/STORAGE 2005-01-14 868 868 SL 10.000000000000 0 0    
    DDH TABLE 2005-07-01 536 536 SL 10.000000000000 0 0    
    DDH TABLE/DESK 2005-09-01 535 535 SL 10.000000000000 0 0    
    BONFOEY - ARTWORK 2005-10-24 4,440 4,440 SL 10.000000000000 0 0    
    BDM PORTRAIT 2006-02-01 3,400 3,400 SL 10.000000000000 0 0    
    WINDSOR CHAIRS 2006-05-15 5,023 5,023 SL 10.000000000000 0 0    
    MAINE COTTAGE 2006-07-12 453 453 SL 10.000000000000 0 0    
    INTERSTATE 2006-07-28 4,726 4,726 SL 10.000000000000 0 0    
    FURNITURE 2006-08-15 61,600 61,600 SL 10.000000000000 0 0    
    COMPUTERS (server deposit) 2006-08-15 12,521 12,521 SL 5.000000000000 0 0    
    CHEST 2006-09-04 2,100 2,100 SL 10.000000000000 0 0    
    MAPLE SERVER 2006-09-04 750 750 SL 10.000000000000 0 0    
    ROCKWELL PRINT 2006-09-29 7,050 7,050 SL 10.000000000000 0 0    
    CREDENZA 2006-11-13 1,389 1,389 SL 10.000000000000 0 0    
    FURNITURE 2006-11-17 1,184 1,184 SL 10.000000000000 0 0    
    FRAMING 2006-11-17 1,414 1,414 SL 10.000000000000 0 0    
    FURNITURE 2006-11-20 12,059 12,059 SL 10.000000000000 0 0    
    COMPUTERS 2006-09-09 88,638 88,638 SL 5.000000000000 0 0    
    FURNITURE 2006-09-09 87,605 87,605 SL 10.000000000000 0 0    
    Baldwin House 2007-12-03 14,493 4,378 SL 40.000000000000 362 0    
    Baldwin House 2007-12-03 47,482 14,344 SL 40.000000000000 1,187 0    
    Gardens Limited-Lanscaping 2006-09-09 11,772 10,464 SL 15.000000000000 785 0    
    Gardens Limited-Landscaping 2006-09-09 10,365 9,213 SL 15.000000000000 691 0    
    Gardens Limited-Lanscaping 2006-10-04 23,819 21,040 SL 15.000000000000 1,588 0    
    Gardens Limited-Lanscaping 2006-11-16 3,850 3,358 SL 15.000000000000 257 0    
    Gardens Limited-Landscaping 2006-12-05 2,460 2,145 SL 15.000000000000 164 0    
    Gardens Limited-Landscaping 2006-12-28 1,489 1,291 SL 15.000000000000 99 0    
    Rockwell Print-Downhill Racer 2006-12-20 3,850 3,850 SL 10.000000000000 0 0    
    Warwick Communications 2006-09-09 53,509 53,509 SL 10.000000000000 0 0    
    Land 2005-06-09 233,024   L 0 % 0 0    
    Gardens Limited 2006-12-05 18,810 16,407 SL 15.000000000000 1,254 0    
    Rose Upholstry - chair 2006-12-05 870 870 SL 10.000000000000 0 0    
    Exterior lights 2006-11-14 1,039 1,039 SL 10.000000000000 0 0    
    Parking lot signs 2006-07-31 1,086 972 SL 15.000000000000 72 0    
    Builing - purchase and costs 2006-09-09 798,176 266,059 SL 40.000000000000 19,954 0    
    Architect fees 2006-09-09 120,903 40,301 SL 40.000000000000 3,023 0    
    Architect fees 2006-09-09 75,387 25,129 SL 40.000000000000 1,885 0    
    Bath Specialities (Welty - Item no. 9) 2006-09-06 4,031 4,031 SL 5.000000000000 0 0    
    Grading & Earthwork (Welty - Item No. 14) 2006-09-06 141,413 125,700 SL 15.000000000000 9,428 0    
    Site Utilities (Welty - Item No. 15) 2006-09-09 17,573 15,620 SL 15.000000000000 1,172 0    
    Concrete Paving (Welty Item No. 21/22) 2006-09-09 14,757 13,117 SL 15.000000000000 984 0    
    Flooring (Welty Item No. 35/CO9/CO17) 2006-09-06 74,670 74,670 SL 5.000000000000 0 0    
    Fire Extinguishers (Welty Item No. 38/39) 2006-09-06 758 758 SL 5.000000000000 0 0    
    Window Treatments (Welty Item No. 41) 2006-09-06 9,718 9,718 SL 5.000000000000 0 0    
    Security System (Welty Item No. 49/CO18) 2006-09-06 17,876 15,890 SL 15.000000000000 1,192 0    
    Toilet Seat Covers (Welty Item No. CO3) 2006-09-06 201 201 SL 5.000000000000 0 0    
    Site Concrete (Welty Item No. CO6) 2006-09-06 17,040 15,147 SL 15.000000000000 1,136 0    
    Concrete Extras (Welty Item No. CO11) 2006-09-06 3,502 3,113 SL 15.000000000000 233 0    
    Mirrors (Welty Item No. CO21/CO25) 2006-09-06 939 939 SL 5.000000000000 0 0    
    Renovations 22 Aurora St. 2006-09-06 1,796,368 598,789 SL 40.000000000000 44,909 0    
    Kitchen backsplash 2006-09-09 1,486 1,321 SL 15.000000000000 99 0    
    Welty Renovations - Baldwin House 2007-12-03 35,000 10,573 SL 40.000000000000 875 0    
    Construction Costs 2007-12-03 128,697 38,877 SL 40.000000000000 3,217 0    
    Signage - lobby & restroom 2007-05-31 6,266 5,256 SL 15.000000000000 418 0    
    Architectural Services 2007-07-06 12,090 3,778 SL 40.000000000000 302 0    
    Wrought iron fence and misc 2007-03-20 6,666 5,666 SL 15.000000000000 444 0    
    Install cut stone in fountain 2007-04-09 2,552 2,169 SL 15.000000000000 170 0    
    Bromelkamp database software 2007-12-01 9,520 9,520 SL 3.000000000000 0 0    
    Boardroom credenza 2007-03-09 1,437 1,437 SL 10.000000000000 0 0    
    Blue sideboard - kitchen 2007-05-31 3,812 3,812 SL 10.000000000000 0 0    
    Framing Denison 2007-04-09 450 450 SL 10.000000000000 0 0    
    Framing Downhill Racer 2007-04-09 527 527 SL 10.000000000000 0 0    
    Rockwell Print Extra Good Boys & Girls 2007-04-17 10,050 10,050 SL 10.000000000000 0 0    
    Upholstery Mr. Morgan's chairs 2007-04-30 1,700 1,700 SL 10.000000000000 0 0    
    Framing Rockwell Santa 2007-06-22 1,301 1,301 SL 10.000000000000 0 0    
    Framing Purdue 2007-06-22 905 905 SL 10.000000000000 0 0    
    Baldwin House - landscaping 2007-12-03 5,588 4,501 SL 15.000000000000 373 0    
    Landscaping - BH 2007-12-03 11,579 9,328 SL 15.000000000000 772 0    
    Construction Costs 2007-12-03 21,730 6,564 SL 40.000000000000 543 0    
    Baldwin House - Arch Services 2007-12-03 455 138 SL 40.000000000000 11 0    
    Water meter 2007-12-03 675 544 SL 15.000000000000 45 0    
    Landscape Arch Design - BH 2007-12-03 1,125 906 SL 15.000000000000 75 0    
    Arch Services 2007-12-03 982 297 SL 40.000000000000 25 0    
    Reprogramming Board room equipment 2007-12-15 3,900 3,900 SL 10.000000000000 0 0    
    Baldwin House 2007-12-03 324 98 SL 40.000000000000 8 0    
    Rear stairwell door 2007-07-06 2,933 880 SL 40.000000000000 73 0    
    Construction Costs 2007-12-03 17,521 5,293 SL 40.000000000000 438 0    
    JCVN Officer Chair 2008-02-08 1,453 1,453 SL 10.000000000000 0 0    
    DMG Office Chair 2008-02-08 1,453 1,453 SL 10.000000000000 0 0    
    MEE Credenza 2008-02-08 2,169 2,169 SL 10.000000000000 0 0    
    Laptop - 1st Floater 2008-02-08 1,175 1,175 SL 5.000000000000 0 0    
    BDM Portrait-Mitsuno Ishii Reedy 2008-05-31 6,500 6,500 SL 10.000000000000 0 0    
    Door, hardware and installation 2008-03-07 2,234 661 SL 40.000000000000 56 0    
    Basement dehumidifier 2008-04-18 2,059 601 SL 40.000000000000 51 0    
    Sewage Pump - basement 2008-05-01 1,563 456 SL 40.000000000000 39 0    
    BH Threshold basement 2008-06-13 455 132 SL 40.000000000000 11 0    
    Exterior lamps and wiring 2008-07-28 731 731 SL 10.000000000000 0 0    
    Framing Lewis & Reedy 2008-06-09 415 415 SL 10.000000000000 0 0    
    CAD Documentation 2008-06-26 900 900 SL 10.000000000000 0 0    
    Huang artwork & framing 2008-07-09 262 262 SL 10.000000000000 0 0    
    Chuck Kovacic artwork & framing 2008-07-09 223 223 SL 10.000000000000 0 0    
    Baldwin House exterior painting 2008-09-11 1,710 485 SL 40.000000000000 43 0    
    Telephone Lines 2008-09-12 2,562 726 SL 40.000000000000 64 0    
    Norman Rockwell "America Marches Forward" 2008-10-03 4,050 4,050 SL 10.000000000000 0 0    
    Framing "America Marches Forward" 2008-12-01 594 594 SL 10.000000000000 0 0    
    2 Drawer Lateral Fire King File 2009-02-04 1,395 1,395 SL 10.000000000000 0 0    
    2 Drawer Lateral Fire King File 2009-02-04 1,395 1,395 SL 10.000000000000 0 0    
    Roof Restoration / Siding Replacment 2009-06-11 10,900 7,691 SL 15.000000000000 727 0    
    Improvements 2009-09-14 1,652 427 SL 40.000000000000 41 0    
    Chenoweth portrait 2009-09-23 1,262 1,262 SL 10.000000000000 0 0    
    Norman Rockwell "High Dive" 2009-12-22 6,500 6,500 SL 10.000000000000 0 0    
    Framing "High Dive" 2009-12-22 1,890 1,890 SL 10.000000000000 0 0    
    Computer Monitor - (SKL -2) 2010-04-30 169 169 SL 3.000000000000 0 0    
    Bromelkamp Egrant software module 2010-09-01 11,313 11,313 SL 3.000000000000 0 0    
    Bldg final payment 2010-12-28 5,000 1,125 SL 40.000000000000 125 0    
    Norman Rockwell "County Agriculture Agent" 2011-06-15 6,000 5,150 SL 10.000000000000 600 0    
    Frame for Rockwell - County Ag 2011-06-15 1,673 1,436 SL 10.000000000000 167 0    
    2 Benches in Courtyard 2011-06-30 1,128 959 SL 10.000000000000 113 0    
    Fountain Painting and Fram 2011-07-01 900 765 SL 10.000000000000 90 0    
    BDFM Bldg painting "artwork" 2011-07-01 550 468 SL 10.000000000000 55 0    
    DDH Laptop (Reserve 2) 2012-02-08 879 879 SL 3.000000000000 0 0    
    SKL - Monitor 2012-03-16 151 151 SL 3.000000000000 0 0    
    Catalyst 2960S24 Switch 24 ports 2012-12-31 2,018 2,018 SL 5.000000000000 0 0    
    Shadowbox for glider suit 2012-09-18 2,575 1,867 SL 10.000000000000 258 0    
    Server upgrade 2012-12-01 29,105 29,105 SL 5.000000000000 0 0    
    GMD Monitor 2012-11-01 139 139 SL 3.000000000000 0 0    
    GMD Task Chair 2012-11-13 526 377 SL 10.000000000000 53 0    
    First Pearl License (4) 2013-02-01 1,220 1,220 SL 3.000000000000 0 0    
    DDH Laptop 2013-04-09 899 899 SL 3.000000000000 0 0    
    Plastic vapor barrier for crawl space 2013-05-23 1,100 483 SL 15.000000000000 73 0    
    HVAC expansion tank 2013-05-07 2,150 956 SL 15.000000000000 143 0    
    Tripp-Lite Rackmount KVM console 2013-12-03 679 679 SL 5.000000000000 0 0    
    Phone system equip - router & trunk 2014-01-16 1,404 831 SL 10.000000000000 140 0    
    Architect Fees 2015-04-01 24,039 2,855 SL 40.000000000000 601 0    
    HVAC Compressor 2014-07-23 3,063 1,106 SL 15.000000000000 204 0    
    Trend Micro upgrade 2014-08-26 611 611 SL 3.000000000000 0 0    
    Tech design & Install 2015-04-01 4,811 571 SL 40.000000000000 120 0    
    Wireless Upgrade 2014-12-01 3,797 3,797 SL 3.000000000000 0 0    
    Backup ISP 2014-12-01 1,199 1,199 SL 3.000000000000 0 0    
    Remodel - Ruhlin Pymt 1 2015-04-01 36,011 4,276 SL 40.000000000000 900 0    
    Innovation Rm Furnishings (down pymt) 2015-04-14 14,503 6,889 SL 10.000000000000 1,450 0    
    P. Kelley 38th Street painting 2015-01-05 6,000 3,000 SL 10.000000000000 600 0    
    Remodel Ruhlin payment 2 2015-04-01 65,578 7,787 SL 40.000000000000 1,639 0    
    BDM portrait (Farr) 2015-12-23 3,400 1,360 SL 10.000000000000 340 0    
    Artwork "Playground" Harriet Morore Ballard 2015-03-26 6,000 2,850 SL 10.000000000000 600 0    
    Data and phone cabling 2015-04-01 1,264 150 SL 40.000000000000 32 0    
    Ruhlin remodel - payment 3 2015-04-01 70,408 8,361 SL 40.000000000000 1,760 0    
    iPad Air 2 - DDH 2015-03-04 750 750 SL 3.000000000000 0 0    
    Wireless polycom phone 2015-04-01 1,450 1,378 SL 5.000000000000 72 0    
    Innovation Room furnishngs - 2nd pymt 2015-04-01 13,068 6,207 SL 10.000000000000 1,307 0    
    Security airphone - innovation rm 2015-04-15 965 458 SL 10.000000000000 97 0    
    Server switch upgrade 2015-07-08 11,466 10,320 SL 5.000000000000 1,146 0    
    Sandstone steps in courtyard 2015-05-22 4,220 1,289 SL 15.000000000000 281 0    
    Dell Lattittude E5550 Laptop Bd Rm 2015-05-01 1,167 1,167 SL 3.000000000000 0 0    
    Ruhlin remodel - final payment 2015-04-01 16,774 1,992 SL 40.000000000000 419 0    
    iPad Air 3 DMG 2015-07-29 678 678 SL 3.000000000000 0 0    
    Gault Portrait 2015-08-18 1,000 433 SL 10.000000000000 100 0    
    Innovation furniture final payment 2015-08-01 1,435 634 SL 10.000000000000 144 0    
    Modular Panels - Library/office 2015-09-01 1,650 715 SL 10.000000000000 165 0    
    Frame - Gault Portrait 2015-08-21 441 191 SL 10.000000000000 44 0    
    NEOLaunchNet Software Platform 2016-05-01 63,960 45,679 SL 5.000000000000 12,792 0    
    New Funeral Door 2015-09-15 3,720 403 SL 40.000000000000 93 0    
    Frame for BDM Portrait (Farr) 2015-12-23 565 226 SL 10.000000000000 57 0    
    Dell Lattitude Laptop Spare 2016-03-08 989 989 SL 3.000000000000 0 0    
    Cisco Meraki Firewall Upgrade 2016-04-01 3,620 3,620 SL 3.000000000000 0 0    
    PRISM II software conversion 2016-05-12 1,913 701 SL 10.000000000000 191 0    
    HVAC Zone Controller Zone 5 2016-05-24 1,304 467 SL 10.000000000000 130 0    
    Suncrest Gardens - front bed landscaping 2016-09-14 6,876 1,525 SL 15.000000000000 458 0    
    D. Griggs monitors (2) 2011-01-03 358 358 SL 3.000000000000 0 0    
    Digital signage system 2016-11-30 3,349 977 SL 10.000000000000 335 0    
    Toshiba phone system and installatin 2016-11-21 15,747 4,855 SL 10.000000000000 1,575 0    
    Optiplex desktop computer - SKL 2017-03-22 774 710 SL 3.000000000000 64 0    
    Lattitude E5570 laptop DDH 2017-03-31 1,171 390 NC 3.000000000000 0 0    
    Lattitude E5570 laptop AKE 2017-05-24 1,171 1,008 SL 3.000000000000 163 0    
    Lattitude E5570 laptop GMD 2017-05-24 1,171 1,008 SL 3.000000000000 163 0    
    Video intercom door system 2017-09-11 3,490 543 SL 15.000000000000 233 0    
    Dell E5570 Laptop MCM 2017-10-25 1,260 910 SL 3.000000000000 350 0    
    Workroom A/C unit and roof condenser 2018-03-07 9,760 1,789 SL 10.000000000000 976 0    
    Security camera upgrade 2018-03-27 3,975 696 SL 10.000000000000 398 0    
    Cellular Communicator for Security System 2018-04-11 1,260 221 SL 10.000000000000 126 0    
    Akoya grants mgmt platform 2018-12-31 5,715   SL 3.000000000000 1,905 0    
    eGrant builder platform 2018-04-04 2,500 1,458 SL 3.000000000000 833 0    
    VUB laptop Latitude 5580 2018-04-11 1,923 1,122 SL 3.000000000000 641 0    
    Optiplex 5050 desktop computer - JMS 2018-05-09 1,293 718 SL 3.000000000000 431 0    
    Received in trade for asset # 261 AJB Laptop 2018-06-11 1,733 915 SL 3.000000000000 578 0    
    Add'l configuration to NLN platform 2018-07-24 1,950 553 SL 5.000000000000 390 0    
    Hot water tank - basement 2018-08-14 2,051 291 SL 10.000000000000 205 0    
    Addn to NLN platform for JCU 2018-10-15 1,125 281 SL 5.000000000000 225 0    
    Remote Desktop Solution 2018-12-07 9,741 2,111 SL 5.000000000000 1,948 0    
    Heat exchanger unit 2019-01-15 5,100 340 SL 15.000000000000 340 0    
    Add'l configuration to Akoya platform 2019-01-15 4,781 1,594 SL 3.000000000000 1,594 0    
    Add'l configuration to eGrant platform 2019-02-13 960 293 SL 3.000000000000 320 0    
    2nd Add'l configuration to Akoya platform 2019-02-13 5,325 1,627 SL 3.000000000000 1,775 0    
    Latitude E5590 Laptop EBW & setup 2019-03-01 2,120 589 SL 3.000000000000 707 0    
    Latitude E5590 Laptop Innov Rm & Set up 2019-03-01 2,022 562 SL 3.000000000000 674 0    
    Optiplex 5060 Desktop DMG & set up 2019-03-01 1,580 439 SL 3.000000000000 527 0    
    Access upgrade to Doors.net 2019-03-04 2,083 578 SL 3.000000000000 694 0    
    Herman Miller Embody Chair JMS 2019-05-07 935 62 SL 10.000000000000 94 0    
    Barco wireless presentation system Innov Rm 2019-05-22 4,054 236 SL 10.000000000000 405 0    
    Erbaugh portrait & framing 2019-09-01 1,659 55 SL 10.000000000000 166 0    
    Dehumidifier for vault room in basement 2019-11-01 3,920 65 SL 10.000000000000 392 0    
    Latitude 5500 Laptop AKE 2020-03-12 1,667   SL 3.000000000000 463 0    
    Latitude 5500 Laptop GMD 2020-03-12 1,667   SL 3.000000000000 463 0    
    Latitude 5500 Laptop DDH 2020-03-12 1,667   SL 3.000000000000 463 0    
    Dell Latitude 5500 SVR Laptop DMG 2020-07-15 1,709   SL 3.000000000000 285 0    
    Dell Latitude 5500 SVR Laptop SKL 2020-07-15 1,709   SL 3.000000000000 285 0    
    Dell Latitude 5501 lapton MCM 2020-08-15 1,704   SL 3.000000000000 237 0    
    Landscape Plants 2020-12-10 1,884   SL 5.000000000000 31 0    
    Boiler pumps and motors 2020-12-01 4,041   SL 15.000000000000 22 0    

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    TY 2020 ExpenditureResponsibilityStmt
    Name:
    Burton D Morgan Foundation Inc
    EIN:
    34-6598971
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    Peninsula Foundation Inc
          		6138 Riverview Road Suite F
    Peninsula,OH44264     		2020-01-27 25,000 To support the construction of ADA-compliant restrooms at G.A.R. Hall. 0 To the knowledge of the grantor no funds have been diverted. 12/02/2020   The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.
    Summit Medina Business Alliance Inc (SMBA)
          		526 S Main Street Suite 813
    Akron,OH44311     		2019-09-18 25,000 Exclusively for the administration of educational activities in 2020. SMBA deploys its services primarily through workshops and one-on-one counseling focusing on the "nuts and bolts" of owning a business, such as accounting, taxes, marketing, and human resources. SMBA also conducts custom trainings around specialized topics as requested by its many community partners, including area libraries, the Summit Reentry Program, the Summit County Department of Jobs and Family Services, and others. 21,540 To the knowledge of the grantor no funds have been diverted. 09/24/2020   The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.

    TY 2020 ExplnOfNonFilingWithAGStmt
    Name:
    Burton D Morgan Foundation Inc
    EIN:
    34-6598971
    Statement:
    Ohio does not require a copy of the Form 990-PF, it requires a separate on-line registration filing and filing fee.

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

    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    Burton D Morgan Foundation Inc
    EIN:
    34-6598971
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    LTD Partnerships Book   Purchased     2,964,856 2,563,672 Cost 0 401,184  

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    Burton D Morgan Foundation Inc
    EIN:
    34-6598971
    Name of Bond End of Year Book Value End of Year Fair Market Value
    T Rowe Price Short Term Bond Fund 4,875,000 4,875,000
    Lord Abbett Invt Tr Short Duration Income Fund 4,886,607 4,886,607

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Burton D Morgan Foundation Inc
    EIN:
    34-6598971
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ORION ENGINEERED CARBONS SA COMMON STOCK 27,270 27,270
    ADR BP PLC SPONSORED ADR 112,860 112,860
    ADR GLAXOSMITHKLINE PLC SPONSORED ADR 135,976 135,976
    ADR UNILEVER PLC SPONSORED ADR NEW 176,855 176,855
    #REORG/COOPER TIRE CASH AND STOCK MERGER GOODYEAR 0002352798 06-07-2021 26,123 26,123
    #REORG/PERSPECTA INC COM CASH MERGER 05-07-2021 21,792 21,792
    3M CO COM 996,303 996,303
    AAR CORP COM 51,686 51,686
    ABBOTT LAB COM 218,980 218,980
    ADOBE SYS INC COM 440,106 440,106
    ADTRAN INC COM 19,452 19,452
    AEROJET ROCKETDYNE HLDGS INC COM 34,722 34,722
    AIR PROD & CHEM INC COM 1,366,100 1,366,100
    AIR PROD & CHEM INC COM 219,942 219,942
    ALEXANDER & BALDWIN INC 39,789 39,789
    ALLEGHENY TECHNOLOGIES INC COM 35,703 35,703
    ALLETE INC COM NEW 36,483 36,483
    ALLISON TRANSMISSION HOLDING 21,177 21,177
    ALPHABET INC CAP STK USD0.001 CL C 835,647 835,647
    AMAZON COM INC COM 1,315,800 1,315,800
    AMCOR PLC ORD USD0.01 3,809,537 3,809,537
    AMER ELEC PWR CO INC COM 148,637 148,637
    AMERICAN EAGLE OUTFITTERS INC NEW COM 41,565 41,565
    AMERICAN EXPRESS CO 120,910 120,910
    AMERICAN TOWER CORP 242,192 242,192
    AMERIS BANCORP COM 51,699 51,699
    APPLE INC COM STK 252,111 252,111
    APPLE INC COM STK 428,854 428,854
    APPLE INC COM STK 1,221,013 1,221,013
    ARCONIC CORPORATION COM USD0.01 34,717 34,717
    ASBURY AUTOMOTIVE GROUP INC COM 42,702 42,702
    AT&T INC COM 186,940 186,940
    AT&T INC COM 166,520 166,520
    ATKORE INC 36,136 36,136
    AUTOMATIC DATA PROCESSING INC COM 186,596 186,596
    AVIENT CORPORATION 51,478 51,478
    AVNET INC COM 29,949 29,949
    AZZ INC COM 39,091 39,091
    BANC CALIF INC COM 25,301 25,301
    BANCORPSOUTH BK TUPELO MISS COM 47,416 47,416
    BANK OF AMERICA CORP 227,325 227,325
    BANNER CORP COM NEW COM NEW 43,282 43,282
    BARNES GROUP INC COM 54,847 54,847
    BEACON ROOFING SUPPLY INC COM 45,294 45,294
    BED BATH & BEYOND INC COM 16,677 16,677
    BELDEN INC COM 31,509 31,509
    BIOGEN INC COMMON STOCK 399,612 399,612
    BLACK HILLS CORP COM 44,367 44,367
    BLACKROCK INC COM STK 528,889 528,889
    BLACKSTONE MTG TR INC COM CL A COM CL A 40,855 40,855
    BLOOMIN BRANDS INC COM 43,015 43,015
    BOEING CO COM 139,139 139,139
    BOISE CASCADE CO COM 25,621 25,621
    BRINKER INTL INC COM 29,473 29,473
    BRISTOL MYERS SQUIBB CO COM 217,105 217,105
    BRUNSWICK CORP COM 38,196 38,196
    BUILDERS FIRSTSOURCE INC COM STK 31,709 31,709
    CAESARS ENTMT INC NEW COM 46,196 46,196
    CARETRUST REIT INC COM 33,758 33,758
    CARPENTER TECHNOLOGY CORP COM 27,402 27,402
    CATHAY GENERAL BANCORP INC COM 44,454 44,454
    CENTURY CMNTYS INC COM 30,646 30,646
    CF INDS HLDGS INC COM 312,041 312,041
    CHEESECAKE FACTORY INC COM 29,426 29,426
    CHEVRON CORP COM 389,483 389,483
    CHEVRON CORP COM 152,010 152,010
    CIMAREX ENERGY CO COM 32,634 32,634
    CINEMARK HLDGS INC COM 30,189 30,189
    CISCO SYSTEMS INC 328,241 328,241
    CISCO SYSTEMS INC 223,750 223,750
    CIT GROUP INC NEW COM NEW COM NEW 41,357 41,357
    CITIGROUP INC COM NEW COM NEW 209,644 209,644
    CITY OFFICE REIT INC COM 20,859 20,859
    CLEAN HBRS INC COM 40,866 40,866
    CLEVELAND CLIFFS USD0.125 49,766 49,766
    CNO FINL GROUP INC COM 29,766 29,766
    COCA COLA CO COM 174,227 174,227
    COHU INC COM 50,016 50,016
    COM ALCOA CORPORATION COM USD0.01 51,148 51,148
    COMSTOCK RES INC COM PAR $0.001 COM PAR $0.001 18,485 18,485
    CONDUENT INC COM 32,002 32,002
    CONMED CORP COM 32,704 32,704
    COSTCO WHOLESALE CORP NEW COM 208,736 208,736
    CRANE CO COM 38,209 38,209
    CTS CORP COM 37,214 37,214
    CULLEN / FROST BANKERS INC COM 174,460 174,460
    CVS HEALTH CORP COM 310,355 310,355
    DANA INC COM 30,900 30,900
    DANAHER CORP COM 417,179 417,179
    DEVON ENERGY CORP NEW COM 37,217 37,217
    DIAMONDROCK HOSPITALITY CO COM STK 43,321 43,321
    DIEBOLD NIXDORF INC COM STK 35,370 35,370
    DIODES INC COM 33,981 33,981
    DOW INC 390,998 390,998
    DOW INC 194,250 194,250
    DUCOMMUN INC DEL COM 22,447 22,447
    ECOLAB INC COM STK USD1 194,724 194,724
    EDGEWELL PERS CARE CO COM 25,036 25,036
    EMCOR GROUP INC COM 55,882 55,882
    EMERSON ELECTRIC CO COM 731,367 731,367
    EMERSON ELECTRIC CO COM 216,999 216,999
    ENPRO INDS INC COM 33,002 33,002
    EQT CORP COM 22,370 22,370
    ESSENT GROUP LTD COM STK 15,422 15,422
    ESSENTIAL PROPERTIES REALTY TR INC USD0.01 46,894 46,894
    EXXON MOBIL CORP COM 131,904 131,904
    FACEBOOK INC COM USD0.000006 CL 'A' 640,014 640,014
    FASTENAL CO COM 234,384 234,384
    FIRST BANCORP N C COM 20,670 20,670
    FIRST MERCHANTS CORP COM 48,072 48,072
    FLUOR CORP NEW COM 24,929 24,929
    G-III APPAREL GROUP LTD COM 25,331 25,331
    GENERAL DYNAMICS CORP COM 193,466 193,466
    GENERAL ELECTRIC CO 108,000 108,000
    GENTEX CORP COM 237,510 237,510
    GENUINE PARTS CO COM 330,616 330,616
    GILEAD SCIENCES INC 186,432 186,432
    GOLDMAN SACHS GROUP INC COM 373,413 373,413
    GRAY T.V INC COM CL B 38,571 38,571
    GUESS INC COM 31,939 31,939
    HANCOCK WHITNEY CORP 62,427 62,427
    HANOVER INS GROUP INC COM 38,350 38,350
    HERITAGE FINL CORP WASH COM 22,197 22,197
    HNI CORP COM 17,850 17,850
    HOME DEPOT INC COM 394,180 394,180
    HOME DEPOT INC COM 296,698 296,698
    HUB GROUP INC CL A 30,039 30,039
    INFINERA CORP COM STK USD0.001 44,477 44,477
    INTEL CORP COM 131,176 131,176
    INTEL CORP COM 199,280 199,280
    INTERCONTINENTAL EXCHANGE INC COM 205,793 205,793
    INTERNATIONAL BUSINESS MACHS CORP COM 226,584 226,584
    INTUIT COM 233,228 233,228
    INTUITIVE SURGICAL INC COM NEW STK 427,048 427,048
    INVESCO LTD COM STK USD0.20 35,034 35,034
    INVESTORS BANCORP INC NEW COM 40,139 40,139
    JACK IN THE BOX INC COM 50,854 50,854
    JAMES RIVER GROUP HOLDINGS COM USD0.0002 29,343 29,343
    JOHNSON & JOHNSON COM USD1 423,037 423,037
    JOHNSON CTLS INTL PLC COM USD0.01 177,601 177,601
    JPMORGAN CHASE & CO COM 341,945 341,945
    JPMORGAN CHASE & CO COM 228,726 228,726
    KBR INC COM 24,404 24,404
    KEMPER CORP DEL COM 29,580 29,580
    KENNAMETAL INC CAP 43,452 43,452
    KIMBERLY-CLARK CORP COM 161,796 161,796
    KINSALE CAP GROUP INC COM 34,823 34,823
    KIRBY CORP COM 20,110 20,110
    KITE RLTY GROUP TR COM NEW COM NEW 17,174 17,174
    KOHLS CORP COM 38,615 38,615
    KONTOOR BRANDS INC COM NPV WI 31,272 31,272
    KORN FERRY COM 47,850 47,850
    KRATON CORPORATION 35,043 35,043
    LADDER CAP CORP CL A CL A 33,545 33,545
    LEXINGTON RLTY TR COM 50,211 50,211
    LIONS GATE ENTMT CORP CL B NON VTG NON VOTING SHS CL B 31,773 31,773
    LOCKHEED MARTIN CORP COM 265,525 265,525
    LULULEMON ATHLETICA INC COM 112,066 112,066
    MACK CALI RLTY CORP COM REIT 31,250 31,250
    MADDEN STEVEN LTD COM 43,408 43,408
    MAGELLAN HEALTH INC COM NEW COM NEW 51,278 51,278
    MANPOWERGROUP INC 17,675 17,675
    MARCUS CORP DEL COM 14,882 14,882
    MARRIOTT VACATIONS WORLDWIDE CORP COM 44,597 44,597
    MASTERCARD INC CL A 348,017 348,017
    MC DONALDS CORP COM 343,757 343,757
    MERCK & CO INC NEW COM 334,235 334,235
    MERCK & CO INC NEW COM 204,500 204,500
    MERITOR INC COM 43,009 43,009
    MGIC INVT CORP WIS COM 49,472 49,472
    MICROSOFT CORP COM 222,420 222,420
    MICROSOFT CORP COM 570,507 570,507
    MICROSOFT CORP COM 987,545 987,545
    MRC GLOBAL INC COM 28,231 28,231
    NETFLIX INC COM STK 513,153 513,153
    NEW JERSEY RES CORP COM 25,312 25,312
    NORTHWESTERN CORP COM NEW COM NEW 30,205 30,205
    NORWEGIAN CRUISE LINE HLDGS LTD COM USD0.001 17,928 17,928
    NOW INC COM 27,945 27,945
    NVENT ELECTRIC PLC COM USD0.01 WI 20,635 20,635
    O-I GLASS INC COM 32,249 32,249
    OLIN CORP COM 35,072 35,072
    ONE GAS INC COM 24,950 24,950
    ORACLE CORP COM 207,008 207,008
    OVINTIV INC COM USD0.01 34,536 34,536
    PACWEST BANCORP DEL COM 48,412 48,412
    PATTERSON COS INC COM 24,267 24,267
    PAYLOCITY HLDG CORP COM 381,757 381,757
    PAYPAL HLDGS INC COM 641,474 641,474
    PDC ENERGY INC COM 50,360 50,360
    PEOPLES UTD FINL INC COM 33,566 33,566
    PEPSICO INC COM 207,620 207,620
    PEPSICO INC COM 388,546 388,546
    PEPSICO INC COM 993,610 993,610
    PERFORMANCE FOOD GROUP CO COM 53,942 53,942
    PFIZER INC COM 220,860 220,860
    PFIZER INC COM 167,633 167,633
    PHILIP MORRIS INTL COM STK NPV 395,571 395,571
    PHYSICIANS RLTY TR COM 40,620 40,620
    PIPER SANDLER COMPANIES COM USD0.01 37,636 37,636
    PLEXUS CORP COM 26,200 26,200
    PNM RES INC COM 24,944 24,944
    PORTLAND GENERAL ELECTRIC CO COM NEW COMNEW 23,695 23,695
    PPG IND INC COM 2,105,612 2,105,612
    PRIMERICA INC COM 29,599 29,599
    PROCTER & GAMBLE COM NPV 973,980 973,980
    PROPETRO HLDG CORP COM 27,446 27,446
    RAYTHEON TECHNOLOGIES CORP 143,020 143,020
    RENASANT CORP COM 41,595 41,595
    RLI CORP COM 38,119 38,119
    ROPER TECHNOLOGIES, inc 125,878 125,878
    RYDER SYS INC COM 36,500 36,500
    SAIA INC COM STK 41,584 41,584
    SALESFORCE COM INC COM STK 380,081 380,081
    SALLY BEAUTY HLDGS INC COM STK USD0.01 15,478 15,478
    SCHLUMBERGER LTD COM COM 87,320 87,320
    SCOTTS MIRACLE-GRO CLASS'A'COM NPV 238,968 238,968
    SELECT MED HLDGS CORP COM 43,288 43,288
    SERVICENOW INC COM USD0.001 392,457 392,457
    SHERWIN-WILLIAMS CO COM 188,137 188,137
    SHOE CARNIVAL INC COM 20,334 20,334
    SIMPLY GOOD FOODS CO COM 41,677 41,677
    SITE CENTERS CORP 45,945 45,945
    SKYWEST INC COM 28,983 28,983
    SPIRE INC COM 23,823 23,823
    SPIRIT AIRLS INC COM 26,846 26,846
    STAG INDL INC COM 54,622 54,622
    STARWOOD PROPERTY TRUST INC COM REIT 23,585 23,585
    STEELCASE INC CL A COM 20,230 20,230
    STERLING BANCORP DEL COM 44,572 44,572
    STEWART INFORMATION SVCS CORP COM 35,641 35,641
    STIFEL FINL CORP COM 60,602 60,602
    STRYKER CORP 245,040 245,040
    SUMMIT HOTEL PROPERTIES INC COM 31,508 31,508
    SUN COMMUNITIES INC COM 183,252 183,252
    SUNSTONE HOTEL INVS INC NEW COM 31,010 31,010
    SUPERNUS PHARMACEUTICALS INC COM STK 20,380 20,380
    SYNOVUS FINL CORP COM NEW COM NEW 29,619 29,619
    TAPESTRY INC COM USD0.01 34,623 34,623
    TEGNA INC COM 23,771 23,771
    TENET HEALTHCARE CORP COM NEW . 23,878 23,878
    TEREX CORP NEW COM 53,661 53,661
    THE ODP CORP COM 23,088 23,088
    THE TRADE DESK INC COM CL A COM CL A 484,605 484,605
    TJX COS INC COM NEW 177,554 177,554
    TRI POINTE HOMES INC 33,948 33,948
    TRINITY IND INC COM 28,158 28,158
    TRONOX HOLDINGS PLC 31,711 31,711
    TRUEBLUE INC COM STK 16,503 16,503
    TRUIST FINL CORP COM 305,602 305,602
    TTM TECHNOLOGIES INC COM 34,515 34,515
    TUTOR PERINI CORP COM 19,801 19,801
    UNION PAC CORP COM 256,319 256,319
    UNITED CMNTY BK BLAIRSVILLE GA COM 55,287 55,287
    UNITED PARCEL SVC INC CL B 512,273 512,273
    UNITEDHEALTH GROUP INC COM 331,743 331,743
    V F CORP COM 1,581,793 1,581,793
    V F CORP COM 145,197 145,197
    VERINT SYS INC COM 39,032 39,032
    VERITEX HLDGS INC COM 51,679 51,679
    VERIZON COMMUNICATIONS COM 176,250 176,250
    VERTEX PHARMACEUTICALS INC COM 484,024 484,024
    VIAVI SOLUTIONS INC COM NPV 24,199 24,199
    VISA INC COM CL A STK 345,374 345,374
    VISHAY INTERTECHNOLOGY INC COM STK 34,254 34,254
    VISTEON CORP COM NEW COM NEW 37,530 37,530
    WABASH NATL CORP COM 31,186 31,186
    WALGREENS BOOTS ALLIANCE INC COM 199,400 199,400
    WALMART INC COM 216,225 216,225
    WALT DISNEY CO 458,204 458,204
    WALT DISNEY CO 271,770 271,770
    WASH FED INC COM 31,608 31,608
    WELLS FARGO & CO NEW COM STK 135,810 135,810
    WERNER ENTERPRISES INC COM 28,630 28,630
    WESBANCO INC COM 41,824 41,824
    WESCO INTL INC COM 39,014 39,014
    WESTERN ALLIANCE BANCORPORATION COM 61,208 61,208
    WEYERHAEUSER CO COM 234,710 234,710
    WOLVERINE WORLD WIDE INC COM 45,281 45,281
    WW INTL INC COM 27,108 27,108

    TY 2020 InvestmentsOtherSchedule2
    Name:
    Burton D Morgan Foundation Inc
    EIN:
    34-6598971
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Vanguard Instl Index Fund FMV 29,437,662 29,437,662
    Franklin Small Cap Brw Fund FMV 7,546,988 7,546,988
    DFA Invt Dimension Group Int'l Core Equity Portfolio FMV 8,852,395 8,852,395
    Vanguard Index Tr Mid Cap Admiral Fund FMV 13,744,225 13,744,225
    GMO Benchmark Free Allocation Fund FMV 9,263,730 9,263,730
    SPDR S&P 500 ETF FMV 14,104,249 14,104,249
    Eleuthera Properties Ltd. FMV 346,465 346,465
    Commonfund Capital Natural Resources Fund IX FMV 3,398,867 3,398,867
    Avista Capital Partners Nycom Holdings, LLC FMV 914 914
    Avista Capital Private Equity Fund II FMV 409,709 409,709
    TRG Forestry Fund 8-B LP FMV 35,911 35,911
    Riverside Micro Cap Fund IV-A FMV 7,079,688 7,079,688
    Riverside Micro Cap Fund IV - B FMV 1,554,639 1,554,639
    H.I.G. Whitehorse Offshore Loan Feeder Fund FMV 5,937,706 5,937,706
    Carlson Capital Black Diamond Arbitrage Fund FMV 7,486,964 7,486,964
    NEO Capital Fund LP FMV 241,815 241,815
    Harrison Street Core Property Fund LP FMV 5,020,700 5,020,700

    TY 2020 LandEtcSchedule2
    Name:
    Burton D Morgan Foundation Inc
    EIN:
    34-6598971
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Landscaping 95,890 81,862 14,028 14,028
    Computers 306,364 273,398 32,966 32,966
    Baldwin House 296,154 106,854 189,300 189,300
    Furniture 453,712 395,926 57,786 57,786
    Buildings and Improvements 3,379,352 1,356,784 2,022,568 2,022,568
    Land 233,024 0 233,024 233,024


    TY 2020 LegalFeesSchedule
    Name:
    Burton D Morgan Foundation Inc
    EIN:
    34-6598971
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Buckingham Doolittle & Burroughs 5,098 668   15,204
    Schneider Smeltz Speith Bell LLP 1,320 173   1,147


    TY 2020 OtherAssetsSchedule
    Name:
    Burton D Morgan Foundation Inc
    EIN:
    34-6598971
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    457(b) Plan Investments 103,500 142,500 142,500
    PRI Loan to Manufacturing Advocacy and Growth Network 47,636 13,158 13,158


    TY 2020 OtherExpensesSchedule
    Name:
    Burton D Morgan Foundation Inc
    EIN:
    34-6598971
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Auto 8,310 1,089   7,221
    Dues & Subscriptions 13,805 1,810   10,233
    Filing Fee 200 26   174
    Insurance 28,943 3,794   25,149
    Maintenance 41,481 5,438   36,043
    Morgan Preserve Maintenance 250 0   250
    NEO LaunchNET Program 4,539 0   4,539
    Office Services 71,093 9,320   62,262
    Office Supplies 7,502 984   6,653
    Research Institute 43,500 0   43,500
    Scalerator/Scaleup Initiative 461,671 0   461,851
    Miscellaneous 171 22   149
    Limited Partnerships per K-1s 0 211,907   0


    TY 2020 OtherIncomeSchedule2
    Name:
    Burton D Morgan Foundation Inc
    EIN:
    34-6598971
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Refunds and Reimbursements 96   96
    Other Partnership Income 131,428 112,061 131,428
    Class Action Settlements 10,094 10,094 10,094


    TY 2020 OtherIncreasesSchedule
    Name:
    Burton D Morgan Foundation Inc
    EIN:
    34-6598971
    Description Amount
    Unrealized Gains 50,246,556


    TY 2020 OtherLiabilitiesSchedule
    Name:
    Burton D Morgan Foundation Inc
    EIN:
    34-6598971
    Description Beginning of Year - Book Value End of Year - Book Value
    457(b) Plan Liabilities 103,500 142,500


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Burton D Morgan Foundation Inc
    EIN:
    34-6598971
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Custodial Fees 31,604 31,604   0
    Investment Management Fees 218,896 218,896   0
    Investment Consultant 90,559 90,559   0
    Strategic Planning Consultant 11,700 1,534   10,166
    Alt Inv Mgt Fees 199,224 199,224   0
    Communications Consultant 7,500 983   6,517
    Other 1,350 177   1,173


    TY 2020 TaxesSchedule
    Name:
    Burton D Morgan Foundation Inc
    EIN:
    34-6598971
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise Tax 220,000 0   0