Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
The Morgridge Family Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

26-2336633
B Telephone number (see instructions)

(800) 839-1754
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$326,779,005J 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) 5,000,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 25,959 25,959  
4 Dividends and interest from securities... 2,516,718 2,516,718  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 14,085,623
b Gross sales price for all assets on line 6a 66,367,409
7 Capital gain net income (from Part IV, line 2)... 13,607,400
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 952,158 868,410 962
12 Total. Add lines 1 through 11........ 22,580,458 17,018,487 962
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 80,000     80,000
14 Other employee salaries and wages...... 675,282     675,282
15 Pension plans, employee benefits....... 162,656     162,656
16a Legal fees (attach schedule)......... Click to see attachment 51,321 0 0 51,321
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 2,202,654 1,950,706   251,948
17 Interest............... 553      
18 Taxes (attach schedule) (see instructions)... Click to see attachment 591,899 5,558   1,762
19 Depreciation (attach schedule) and depletion... Click to see attachment 208,557   0
20 Occupancy.............. 80,689     80,689
21 Travel, conferences, and meetings....... 137,659 32,483   105,176
22 Printing and publications.......... 7,739     7,739
23 Other expenses (attach schedule)....... Click to see attachment 876,183 529,480 962 314,685
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,075,192 2,518,227 962 1,731,258
25 Contributions, gifts, grants paid....... 12,020,394 12,008,600
26 Total expenses and disbursements. Add lines 24 and 25 17,095,586 2,518,227 962 13,739,858
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,484,872
b Net investment income (if negative, enter -0-) 14,500,260
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.............      
2 Savings and temporary cash investments......... 13,854,138 17,539,370 17,539,370
3 Accounts receivable bullet5,521
Less: allowance for doubtful accounts bullet     5,521 5,521
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) bullet600,000
Less: allowance for doubtful accounts bullet   1,800,000 Click to see attachment600,000 600,000
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 4,322,870 Click to see attachment2,302,194 2,414,093
b Investments—corporate stock (attach schedule)....... 74,047,266 Click to see attachment76,073,507 99,286,220
c Investments—corporate bonds (attach schedule)....... 8,175,991 Click to see attachment4,753,047 5,009,205
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 89,888,458 Click to see attachment92,324,848 188,457,174
14 Land, buildings, and equipment: basis bullet8,182,114
Less: accumulated depreciation (attach schedule) bullet459,467 7,624,806 Click to see attachment7,722,647 9,369,422
15 Other assets (describe bullet) Click to see attachment350,000 Click to see attachment4,098,000 Click to see attachment4,098,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 200,063,529 205,419,134 326,779,005
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment159,799 Click to see attachment18,738
23 Total liabilities (add lines 17 through 22)......... 159,799 18,738
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...........    
25 Net assets with donor restrictions............    
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 199,903,730 205,400,396
29 Total net assets or fund balances (see instructions)..... 199,903,730 205,400,396
30 Total liabilities and net assets/fund balances (see instructions). 200,063,529 205,419,134
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
199,903,730
2
Enter amount from Part I, line 27a .....................
2
5,484,872
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
11,794
4
Add lines 1, 2, and 3 ..........................
4
205,400,396
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
205,400,396
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      
b Passthrough K1 Capital Gain/(Loss)      
c BUILDING IMP - 2901 S. BELLAIRE ST P 2019-08-02 2020-01-01
d GENERAL ATLANTIC PARTNERS 97G LP P 2014-07-25 2020-12-31
e GENERAL ATLANTIC PARTNERS 98G LP P 2014-12-02 2020-12-31
(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 65,361,888   61,880,279 3,481,609
b       10,325,997
c     195,436 -195,436
d 2,552   2,551 1
e 2,969   7,740 -4,771
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       3,481,609
b        
c       -195,436
d       1
e       -4,771
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 13,607,400
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................................ 1 201,554
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  
3 Add lines 1 and 2........................... 3 201,554
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 201,554
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 151,700
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 122,800
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 274,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 72,946
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet72,946 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? Click to see attachment....................
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changesClick to see attachment....
3
Yes
 
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.Click to see attachment
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)
    bulletCO, LA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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.MORGRIDGEFAMILYFOUNDATION.ORG
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Carrie Morgridge VP, Dir
    40.0     		20,000 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    John D Morgridge Pres, Dir
    10.0     		20,000 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    John C Morgridge Dir
    1.0     		20,000 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Michelle N Morgridge Dir
    1.0     		20,000 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
    Mr John Farnam CHIEF OF STAFF
    40.0     		217,717 10,280  
    4242 EAST AMHERST AVE
    DENVER,CO80222
    Ms Sabrina M Kronick OFFICE ASSISTANT
    40.0     		63,553 11,501  
    4242 EAST AMHERST AVENUE
    DENVER,CO80222
    Mr Tony Cohn Director of Strategy
    40.0     		111,181 5,469  
    4242 EAST AMHERST AVE
    DENVER,CO80222
    Ms Emma J Spofford Executive Assistant
    40.0     		105,194 27,636  
    4242 EAST AMHERST AVE
    DENVER,CO80222
    MS MEREDITH DREMAN DIRECTOR OF MFF PUB
    40.0     		102,449 8,177  
    4242 EAST AMHERST AVE
    DENVER,CO80222
    Total number of other employees paid over $50,000...................bullet 100
    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
    General Atlantic SERVICE COMPANY Investment MGMT 1,323,905
    600 STEAMBOAT RD STE 105
    GREENWICH,CT06830
    Merrill Lynch Investment MGMT 626,922
    153 EAST 53RD STREET 47TH FLOOR
    NEW YORK,NY10022
    Kahn Construction Corp CONSTRUCTION 452,211
    7310 S Alton Way
    Centennial,CO80112
    Sparks & Honey Philanthropic 200,000
    437 Madison Avenue
    New York,NY10022
    FOUNDATION SOURCE ADMINISTRATIVE 190,490
    55 WALLS DRIVE
    FAIRFIELD,CT06824
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 BOOK PUBLISHING - SEE GENERAL EXPLANATION STATEMENT 209,027
    2 MORGRIDGE ACCELERATION PROGRAM - SEE GENERAL EXPLANATION STATEMENT 12,532
    3 PHILANTHROPY, EXPERT AND GRANTEE CONVENINGS - SEE GENERAL EXPLANATION STATEMENT 1,318
    4 BOOK DISTRIBUTION - SEE GENERAL EXPLANATION STATEMENT 206
    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 LOW INTEREST LOAN TO EXPAND EXISTING PROGRAM TO ASSIST INDIVIDUALS LACKING A COLLEGE DEGREE TO ENTER HIGHER PAYING CAREERS BY GAINING EMPLOYER-SPECIFIED SKILLS AND KNOWLEDGE 3,500,000
    2 LOAN TO EXPAND PARTNERSHIP EFFORTS THAT DIRECTLY LEAD TO NEW ACCELERATORS OF SOCIAL VENTURES IMPACTING HEALTH, EDUCATION, ENERGY, EMPOWERMENT, AND ENVIRONMENT 248,000
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet3,748,000
    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
    98,915,902
    b
    Average of monthly cash balances.......................
    1b
    14,857,640
    c
    Fair market value of all other assets (see instructions)................
    1c
    175,611,399
    d
    Total (add lines 1a, b, and c).........................
    1d
    289,384,941
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    289,384,941
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    4,340,774
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    285,044,167
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    14,252,208
    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
    14,252,208
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    201,554
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    77,136
    c
    Add lines 2a and 2b............................
    2c
    278,690
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    13,973,518
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    13,973,518
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    13,973,518
    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
    13,739,858
    b
    Program-related investments—total from Part IX-B..................
    1b
    3,748,000
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    501,834
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    17,989,692
    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
    17,989,692
    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 13,973,518
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 1,271,763
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 17,989,692
    a Applied to 2019, but not more than line 2a 1,271,763
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		Click to see attachment4,000,000
    d Applied to 2020 distributable amount..... 12,717,929
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (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 4,000,000
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		1,255,589
    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) .......     		4,000,000
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    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).)
    JOHN P MORGRIDGE
    TASHIA MORGRIDGE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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
    50 IN 52 JOURNEY
    16891 EAST 107TH AVE
    COMMERCE CITY,CO80022     		N/A PC Charitable Event 20,000
    A PRECIOUS CHILD INC
    7051 W 118TH AVE
    BROOMFIELD,CO80020     		N/A PC COVID-19 rapid response efforts of the organization 50,000
    ADVENTURE CYCLING ASSOCIATION
    PO BOX 8308
    MISSOULA,MT59807     		N/A PC General & Unrestricted 20,664
    ALL HANDS AND HEARTS SMART RESPONSE INC
    6 COUNTY RD STE 6
    MATTAPOISETT,MA02739     		N/A PC support to help rehabilitate Kangaroo Island in Australia 30,000
    ALL HANDS AND HEARTS SMART RESPONSE INC
    6 COUNTY RD STE 6
    MATTAPOISETT,MA02739     		N/A PC COVID response grant to support the operations of the organization 25,000
    ALLIANCE FOR CHOICE IN EDUCATION
    1201 E COLAX AVE
    DENVER,CO80218     		N/A PC advancing school choice in the K-12 arena 25,000
    ALLIANCE FOR CHOICE IN EDUCATION
    1201 E COLAX AVE
    DENVER,CO80218     		N/A PC General & Unrestricted 200,000
    ALLIANCE FOR CHOICE IN EDUCATION
    1201 E COLAX AVE
    DENVER,CO80218     		N/A PC to support Social Emotional Learning via Chris Gardner's "Pursuit of Happyness" teachings and accompanying video content 15,000
    ALTA VISTA CENTER FOR AUTISM (DBA FIREFLY AUTISM H
    2001 HOYT ST
    LAKEWOOD,CO80215     		N/A PC To fund the Morgridge Family Fellowship program 250,000
    ALTA VISTA CENTER FOR AUTISM (DBA FIREFLY AUTISM H
    2001 HOYT ST
    LAKEWOOD,CO80215     		N/A PC operating support for FireFly Program 3,000
    ALTA VISTA CENTER FOR AUTISM (DBA FIREFLY AUTISM H
    2001 HOYT ST
    LAKEWOOD,CO80215     		N/A PC support the COVID-19 rapid response effort of this organization 25,000
    AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RE
    1789 MASSACHUSETTS AVE NW
    WASHINGTON,DC20036     		N/A PC in support of the Morgridge Fellows program and its President and CEO Program 600,000
    ARTS COUNCIL OF BIG SKY
    PO BOX 160308
    BIG SKY,MT59716     		N/A PC General & Unrestricted 1,030
    ASPEN COMMUNITY FOUNDATION
    455 GOLD RIVERS COURT STE 515
    BASALT,CO81621     		N/A PC support of the COVID response 72,500
    BELOIT COLLEGE
    700 COLLEGE ST
    BELOIT,WI53511     		N/A PC General & Unrestricted 147
    BIG MOUNTAIN WILDLIFE AND ANIMAL SANCTUARY
    PO BOX 1087
    FAIRPLAY,CO80440     		N/A PC General & Unrestricted 250
    BIG MOUNTAIN WILDLIFE AND ANIMAL SANCTUARY
    PO BOX 1087
    FAIRPLAY,CO80440     		N/A PC This grant is to support The Middle Way programming of the sanctuary 1,000
    BIG SKY YOUTH EMPOWERMENT PROJECT INC
    PO BOX 6757
    BOZEMAN,MT59771     		N/A PC General & Unrestricted 75,000
    BIG SKY YOUTH EMPOWERMENT PROJECT INC
    PO BOX 6757
    BOZEMAN,MT59771     		N/A PC support the expansion of BYEP headquarters and programs 75,000
    BOOK TRUST
    789 N SHERMAN ST
    DENVER,CO80203     		N/A PC General & Unrestricted 100
    BOYS & GIRLS CLUB OF MARTIN COUNTY INC
    PO BOX 910
    HOBE SOUND,FL33475     		N/A PC General & Unrestricted 1,263
    BRIDGEWATER COLLEGE
    402 E COLLEGE ST
    BRIDGEWATER,VA22812     		N/A PC Student Support Foundation Clubs 4,000
    BRIDGEWATER COLLEGE
    402 E COLLEGE ST
    BRIDGEWATER,VA22812     		N/A PC renovation and construction of Bridgewater College's learning commons 750,000
    BRIDGEWATER COLLEGE
    402 E COLLEGE ST
    BRIDGEWATER,VA22812     		N/A PC General & Unrestricted 50
    BRIDGEWATER COLLEGE
    402 E COLLEGE ST
    BRIDGEWATER,VA22812     		N/A PC support the COVID-19 rapid response efforts of the organization 1,500
    BRINK LITERACY PROJECT
    13999 COUNTY RD 102
    ELBERT,CO80106     		N/A PC F(r)iction Magazine - Storytelling Brought to Life 250
    BRINK LITERACY PROJECT
    13999 COUNTY RD 102
    ELBERT,CO80106     		N/A PC support the organization to allow the CEO to dedicate time to the Morgridge Acceleration Program Fellowship 5,000
    BRINK LITERACY PROJECT
    13999 COUNTY RD 102
    ELBERT,CO80106     		N/A PC General & Unrestricted 329
    CANCER RESEARCH INSTITUTE INC
    29 BROADWAY 4TH FL
    NEW YORK,NY10006     		N/A PC General & Unrestricted 1,052
    CATHOLIC CHARITIES DIOCESE OF FORT WORTH
    249 W THORNHILL DR
    FORT WORTH,TX76115     		N/A PC General & Unrestricted 1,000
    CATHOLIC CHARITIES DIOCESE OF FORT WORTH
    249 W THORNHILL DR
    FORT WORTH,TX76115     		N/A PC support of the COVID-19 rapid response efforts of the organization 20,000
    CHERRY CREEK SCHOOLS FOUNDATION
    4700 SOUTH YOSEMITE ST SUITE 1
    GREENWOOD VILLAGE,CO80111     		N/A PC support the COVID-19 rapid response efforts of the organization 10,000
    COLORADO DEPARTMENT OF HIGHER EDUCATION
    1600 BROADWAY STE 2200
    DENVER,CO80202     		N/A GOV Single Stop College Initiative program 45,000
    COLORADO SUCCEEDS
    PO BOX 271432
    LITTLETON,CO80127     		N/A PC to support My Colorado Journey and Schmidt Futures program 150,000
    COMMIT FOUNDATION
    280 WEST KAGY BLVD STE D313
    BOZEMAN,MT59715     		N/A PC support the online support program for returning Veterans and their new mission focusing on them rebuilding their domestic life 50,000
    COMMIT FOUNDATION
    280 WEST KAGY BLVD STE D313
    BOZEMAN,MT59715     		N/A PC General & Unrestricted 631
    COMMUNITY FIRST FOUNDATION
    5855 WADSWORTH BYP STE A
    ARVADA,CO80003     		N/A PC General & Unrestricted 9,258
    COMMUNITY FOOD BANK OF NEW JERSEY INC
    31 EVANS TERMINAL
    HILLSIDE,NJ07205     		N/A PC General & Unrestricted 1,000
    COMMUNITY FOUNDATION MARTIN ST LUCIE INC
    851 SE MONTEREY COMMONS BLVD
    STUART,FL34996     		N/A PC to support the COVID emergency response 57,500
    COMMUNITY FOUNDATION MARTIN ST LUCIE INC
    851 SE MONTEREY COMMONS BLVD
    STUART,FL34996     		N/A PC support the COVID-19 rapid response efforts of the organization 100,000
    COMMUNITY FOUNDATION OF GREATER DUBUQUE
    700 LOCUST ST STE 195
    DUBUQUE,IA52001     		N/A PC support the COVID emergency response 72,500
    COMMUNITY FOUNDATION OF GREATER DUBUQUE
    700 LOCUST ST STE 195
    DUBUQUE,IA52001     		N/A PC supports the SSF Club's rapid response to COVID-19 1,500
    COMMUNITY FOUNDATION OF GREATER DUBUQUE
    700 LOCUST ST STE 195
    DUBUQUE,IA52001     		N/A PC Restricted to Hempstead HS SSF club in support of the COVID-19 rapid response efforts of the organization 1,500
    COMMUNITY FOUNDATION OF GREATER DUBUQUE
    700 LOCUST ST STE 195
    DUBUQUE,IA52001     		N/A PC support the COVID-19 rapid response efforts of the organization 10,000
    COMMUNITY FOUNDATION OF GREATER DUBUQUE
    700 LOCUST ST STE 195
    DUBUQUE,IA52001     		N/A PC support the addition of six early childhood education centers in the Greater Dubuque area 30,000
    COMMUNITY FOUNDATION OF NEW JERSEY
    PO BOX 338
    MORRISTOWN,NJ07963     		N/A PC General & Unrestricted 515
    COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY INC
    2150 OAKLEY SEAVER DR
    CLERMONT,FL34711     		N/A PC support of the COVID emergency relief efforts 73,500
    COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY INC
    2150 OAKLEY SEAVER DR
    CLERMONT,FL34711     		N/A PC Women's Giving Alliance at the Community Foundation 1,000
    COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY INC
    2150 OAKLEY SEAVER DR
    CLERMONT,FL34711     		N/A PC support of the COVID-19 rapid response efforts of the organization 25,000
    COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY INC
    2150 OAKLEY SEAVER DR
    CLERMONT,FL34711     		N/A PC Women's Giving Alliance grant for 2020 Program 1,000
    COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY INC
    2150 OAKLEY SEAVER DR
    CLERMONT,FL34711     		N/A PC General & Unrestricted 103
    CONSERVATION INTERNATIONAL FOUNDATION
    2011 CRYSTAL DRIVE STE 600
    ARLINGTON,VA22202     		N/A PC to support the research work of CI. Program 25,000
    COTTONWOOD INSTITUTE
    1536 WYNKOOP ST STE 106
    DENVER,CO80202     		N/A PC to support the Institute with its engagement of mindSpark Learning for business development and strategic planning activities 8,500
    DC CENTRAL KITCHEN INC
    425 2ND ST NW
    WASHINGTON,DC20001     		N/A PC General & Unrestricted 250
    DENVER ACADEMY INC
    4400 E ILIFF AVE
    DENVER,CO80222     		N/A PC General & Unrestricted 500
    DENVER ART MUSEUM INC
    100 W 14TH AVE PKWY
    DENVER,CO80204     		N/A PC Renovation of the Creative Hub in the North Building 750,000
    DENVER ART MUSEUM INC
    100 W 14TH AVE PKWY
    DENVER,CO80204     		N/A PC General & Unrestricted 105
    DENVER BOTANIC GARDEN INC
    909 YORK ST
    DENVER,CO80206     		N/A PC support the work of the Botanic Gardens and the advancement of horticulture 10,000
    DENVER CENTER FOR THE PERFORMING ARTS
    1101 13TH ST
    DENVER,CO80204     		N/A PC Shakespeare in the Parking Lot education efforts for the dcpa 79,500
    DENVER CENTER FOR THE PERFORMING ARTS
    1101 13TH ST
    DENVER,CO80204     		N/A PC General & Unrestricted 500
    DENVER CENTER FOR THE PERFORMING ARTS
    1101 13TH ST
    DENVER,CO80204     		N/A PC to support the expansion of Shakespeare in the parking lot 129,000
    DENVER METRO CHAMBER LEADERSHIP FOUNDATION
    1445 MARKET ST
    DENVER,CO80202     		N/A PC to support the education and policy work of the Chamber 10,000
    DONORSCHOOSE ORG
    134 W 37TH ST 11TH FL
    NEW YORK,NY10018     		N/A PC General & Unrestricted 56
    DUNNELLON HIGH SCHOOL
    10055 SW 180 AVE RD
    DUNNELLON,FL34432     		N/A GOV support a response to the COVID-19 pandemic 1,500
    DUNNELLON HIGH SCHOOL
    10055 SW 180 AVE RD
    DUNNELLON,FL34432     		N/A GOV General & Unrestricted 50
    DUNNELLON HIGH SCHOOL
    10055 SW 180 AVE RD
    DUNNELLON,FL34432     		N/A GOV Student Support Foundation Clubs 4,000
    EAST CENTRAL BOCES
    PO BOX 910
    LIMON,CO80828     		N/A GOV to support the Belize education exchange for East Central Boces educators 10,000
    EAST HIGH SCHOOL
    2222 E WASHINGTON AVE
    MADISON,WI53704     		N/A GOV support the COVID-19 rapid response efforts of the organization 1,500
    EAST HIGH SCHOOL
    2222 E WASHINGTON AVE
    MADISON,WI53704     		N/A GOV General & Unrestricted 50
    ENTREPRENEURSHIP FOR ALL INC
    175 CABOT ST STE 100
    LOWELL,MA01854     		N/A PC Scale program Nationally Program 500,000
    EPILEPSY FOUNDATION OF AMERICA
    3540 CRAIN HWY STE 675
    BOWIE,MD20716     		N/A PC supports the work of the Foundation in research and supporting individuals impacted by Epilepsy 1,000
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE ST
    MONTGOMERY,AL36104     		N/A PC General & Unrestricted 258
    FEEDING AMERICA
    161 N CLARK ST SUITE 700
    CHICAGO,IL60601     		N/A PC General & Unrestricted 90
    FLORIDA OCEANOGRAPHIC SOCIETY INC
    890 NE OCEAN BLVD
    STUART,FL34996     		N/A PC support of the science and research Program 25,000
    FORD'S THEATRE SOCIETY
    514 10TH ST NW
    WASHINGTON,DC20004     		N/A PC support of the educational programming of Ford's Theatre 50,000
    FOUNDATION FOR DUBUQUE PUBLIC SCHOOLS
    700 LOCUST ST STE 195
    DUBUQUE,IA52001     		N/A PC Student Support Foundation Clubs 10,000
    FOUNDATION FOR DUBUQUE PUBLIC SCHOOLS
    700 LOCUST ST STE 195
    DUBUQUE,IA52001     		N/A PC General & Unrestricted 200
    FRIENDS OF THE CHILDREN - NATIONAL OFFICE
    44 NE MORRIS ST
    PORTLAND,OR97212     		N/A PC General & Unrestricted 250
    GALLATIN RIVER TASK FORCE
    PO BOX 160513
    BIG SKY,MT59716     		N/A PC General & Unrestricted 208
    GATEWAY TECHNICAL COLLEGE FOUNDATION INC
    3520 30TH AVE
    KENOSHA,WI53144     		N/A PC support of the COVID-19 rapid response efforts of the organization 4,000
    GERTRUDE WALDEN CHILD CARE CENTER INC
    601 SE LAKE ST
    STUART,FL34994     		N/A PC support of the COVID-19 rapid response efforts of the organization 15,000
    GIVGUARD CHARITABLE INC
    1821VERNONSTNW
    WASHINGTON,DC20009     		N/A PC General & Unrestricted 250
    GLOBAL CONSERVATION CORPS INC
    659 AUBURN AVE NE STE STE252
    ATLANTA,GA30312     		N/A PC to allow the CEO to devote time to the Morgridge Acceleration Program Fellowship 5,000
    GLOBAL CONSERVATION CORPS INC
    659 AUBURN AVE NE STE STE252
    ATLANTA,GA30312     		N/A PC General & Unrestricted 154
    GLOBAL CONSERVATION CORPS INC
    659 AUBURN AVE NE STE STE252
    ATLANTA,GA30312     		N/A PC second year operating support for GCC 25,000
    GREATER GALLATIN UNITED WAY INC
    945 TECHNOLOGY BLVD STE 101F
    BOZEMAN,MT59718     		N/A PC support of the COVID-19 rapid response efforts of the organization 25,000
    GREATER GALLATIN UNITED WAY INC
    945 TECHNOLOGY BLVD STE 101F
    BOZEMAN,MT59718     		N/A PC support 5th - 8th grade students for summer programming in Belgrade MT 10,000
    GREATER GALLATIN UNITED WAY INC
    945 TECHNOLOGY BLVD STE 101F
    BOZEMAN,MT59718     		N/A PC support the Self Enrichment Summer Program for middle school aged students in the Gallatin Valley 1,000
    GREATER GALLATIN UNITED WAY INC
    945 TECHNOLOGY BLVD STE 101F
    BOZEMAN,MT59718     		N/A PC support the COVID emergency response 77,500
    GREATER GALLATIN UNITED WAY INC
    945 TECHNOLOGY BLVD STE 101F
    BOZEMAN,MT59718     		N/A PC support the COVID emergency response 2,800
    GREATER GOOD CHARITIES
    600 UNIVERSITY ST
    SEATTLE,WA98101     		N/A PC support the Platypus House at Taronga Zoo in Sydney 20,000
    GREATER MILWAUKEE SYNOD OF THE EVANGELICAL LUTH CH
    1212 S LAYTON BLVD
    MILWAUKEE,WI53215     		N/A PC support Breaking The Chains program for citizens re-entering community after incarceration 1,000
    GUADALUPE CENTER INC
    509 HOPE CIR
    IMMOKALEE,FL34142     		N/A PC support of the COVID-19 rapid response efforts of the organization 15,000
    HABITAT FOR HORSES INC
    6060 HABITAT FOR HORSES LN
    ALVIN,TX77511     		N/A PC supports the organization's rapid response to COVID-19 1,000
    HABITAT FOR HUMANITY OF METRO DENVER INC
    3245 ELIOT ST
    DENVER,CO80211     		N/A PC General & Unrestricted 175
    HARVEST OF HOPE PANTRY
    2960 VALMONT RD
    BOULDER,CO80301     		N/A PC supports the organization's rapid response to COVID-19 1,000
    HEART OF FLORIDA UNITED WAY
    1940 CANNERY WAY
    ORLANDO,FL32804     		N/A PC to support the COVID emergency response 70,000
    HEART OF FLORIDA UNITED WAY
    1940 CANNERY WAY
    ORLANDO,FL32804     		N/A PC support the COVID-19 rapid response efforts of the organization 25,000
    HONOR THE EARTH
    607 MAIN AVE
    CALLAWAY,MN56521     		N/A PC General & Unrestricted 50
    HUDSON LINK FOR HIGHER EDUCATION IN PRISON INC
    PO BOX 862
    OSSINING,NY10562     		N/A PC support the HVAC system for hudson link's second home 63,000
    HUMANE SOCIETY INTERNATIONAL
    1255 23RD ST NW STE 450
    WASHINGTON,DC20037     		N/A PC support the work of HSI to advance their work in India 50,000
    HUMANE SOCIETY OF THE UNITED STATES
    1255 23RD ST NW STE 450
    WASHINGTON,DC20037     		N/A PC General & Unrestricted 1,350
    IMPACT 100 GLOBAL ADVISORY COUNCIL
    2840 W BAY DR 113
    BELLEAIR BLUFFS,FL33770     		N/A PC support the following chapters: Sydney, NYC, Houston, Wausau, and Queenstown 8,400
    IMPACT 100 GLOBAL ADVISORY COUNCIL
    2840 W BAY DR 113
    BELLEAIR BLUFFS,FL33770     		N/A PC support Impact 100 Perry County in their endeavor to fund a new floor for the community crisis center 14,100
    IMPACT 100 GLOBAL ADVISORY COUNCIL
    2840 W BAY DR 113
    BELLEAIR BLUFFS,FL33770     		N/A PC support the Professional Development endeavors for the MAP Fellowship 5,000
    IMPACT 100 GLOBAL ADVISORY COUNCIL
    2840 W BAY DR 113
    BELLEAIR BLUFFS,FL33770     		N/A PC General & Unrestricted 978
    IMPACT 100 GLOBAL ADVISORY COUNCIL
    2840 W BAY DR 113
    BELLEAIR BLUFFS,FL33770     		N/A PC to support each chapter of Impact 100 around the world 66,330
    IMPACT 100 GLOBAL ADVISORY COUNCIL
    2840 W BAY DR 113
    BELLEAIR BLUFFS,FL33770     		N/A PC support the global expansion of Impact 100 and collective giving around the world 130,000
    IMPACT 100 GLOBAL ADVISORY COUNCIL
    2840 W BAY DR 113
    BELLEAIR BLUFFS,FL33770     		N/A PC to allow for the CEO's participation in the Morgridge Acceleration Program Fellowship 5,000
    IMPACT 100 GLOBAL ADVISORY COUNCIL
    2840 W BAY DR 113
    BELLEAIR BLUFFS,FL33770     		N/A PC scholarship female philanthropist into various Impact 100 Chapters 7,200
    IMPACT 100 METRODENVER
    PO BOX 6416
    DENVER,CO80206     		N/A PC to provide scholarships for a number of women into the Chapter and to introduce them to philanthropy 10,900
    IMPACT 100 METRODENVER
    PO BOX 6416
    DENVER,CO80206     		N/A PC General & Unrestricted 51
    IMPACT ALCOHOL AND OTHER DRUG ABUSE SERVICES INC
    6737 W WASHINGTON ST STE 2225
    MILWAUKEE,WI53214     		N/A PC support the Impact 2-1-1 program 1,000
    INITIATIVE EAU
    712 H ST NE PMB 97
    WASHINGTON,DC20002     		N/A PC General & Unrestricted 104
    INSTITUTE FOR AMERICAN VALUES
    733 3RD AVE FL 16
    NEW YORK,NY10017     		N/A PC to support the work of Better Angels Program 10,000
    JEFFERSON FOUNDATION
    581 CONFERENCE PL
    GOLDEN,CO80401     		N/A PC General & Unrestricted 24,000
    JUDIS HOUSE
    1741 GAYLORD ST
    DENVER,CO80206     		N/A PC support the grief and mental health support the organization provides for young people 500
    KEYSTONE CENTER
    1628 SAINT JOHN RD
    KEYSTONE,CO80435     		N/A PC to support the redesign work of the education ecosystem for Colorado 110,000
    KIDS CROSSING INC
    1440 E FOUNTAIN BLVD
    COLORADO SPGS,CO80910     		N/A PC support the foster care outreach and support program 1,000
    KIPP COLORADO SCHOOLS
    3400 W NEVADA PL
    DENVER,CO80219     		N/A PC General & Unrestricted 256
    KIPP SOCAL PUBLIC SCHOOLS
    3601 E 1ST ST
    LOS ANGELES,CA90063     		N/A PC General & Unrestricted 105
    LA FOLLETTE HIGH SCHOOL
    702 PFLAUM RD
    MADISON,WI53716     		N/A GOV General & Unrestricted 50
    LA FOLLETTE HIGH SCHOOL
    702 PFLAUM RD
    MADISON,WI53716     		N/A GOV support the COVID-19 rapid response efforts of the organization 1,500
    MADISON WEST HIGH SCHOOL
    30 ASH ST
    MADISON,WI53726     		N/A PC Student Support Foundation Clubs 4,000
    MADISON WEST HIGH SCHOOL
    30 ASH ST
    MADISON,WI53726     		N/A PC support a response to the COVID-19 pandemic 1,500
    MADISON WEST HIGH SCHOOL
    30 ASH ST
    MADISON,WI53726     		N/A PC General & Unrestricted 100
    MARICOPA COUNTY COMMUNITY COLLEGE DISTRICT FOUNDAT
    2419 W 14TH ST
    TEMPE,AZ85281     		N/A PC Student Support Foundation Club at Mesa Community College 4,000
    MARICOPA COUNTY COMMUNITY COLLEGE DISTRICT FOUNDAT
    2419 W 14TH ST
    TEMPE,AZ85281     		N/A PC General & Unrestricted 50
    MARINE EDUCATION INITIATIVE INC
    2613 NW 38TH ST
    BOCA RATON,FL33434     		N/A PC General & Unrestricted 258
    MASSACHUSETTS INSTITUTE OF TECH
    77 MASSACHUSETTS AVE
    CAMBRIDGE,MA02139     		N/A PC General & Unrestricted 405
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY
    600 MEMORIAL DR W98-200
    CAMBRIDGE,MA02139     		N/A PC This grant will allow for executive time to be committed to the Morgridge Acceleration Program Fellowship 5,000
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY
    600 MEMORIAL DR W98-200
    CAMBRIDGE,MA02139     		N/A PC This grant is to support the work of WeLog in developing their communications and marketing materials 10,000
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY
    600 MEMORIAL DR BLDG W98-300
    CAMBRIDGE,MA02139     		N/A PC MIT Solve 250,000
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY
    600 MEMORIAL DR W98-200
    CAMBRIDGE,MA02139     		N/A PC in support of the R2 workforce school and center in Africa Program 24,000
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY
    600 MEMORIAL DR W98-200
    CAMBRIDGE,MA02139     		N/A PC support the COVID-19 rapid response efforts of the organization 35,000
    MEAL AT NOON INC
    287 NORWOOD AVE
    LONG BRANCH,NJ07740     		N/A PC This grant is to support the hunger relief work of the organization 500
    MENTAL HEALTH CENTER OF DENVER
    4141 E DICKENSON PL
    DENVER,CO80222     		N/A PC General & Unrestricted 250
    METRO CARING
    1100 E 18TH AVE
    DENVER,CO80218     		N/A PC This grant is in support of the organizations hunger relief efforts. 500
    METRO CARING
    1100 E 18TH AVE
    DENVER,CO80218     		N/A PC General & Unrestricted 263
    METRO CARING
    1100 E 18TH AVE
    DENVER,CO80218     		N/A PC support of the COVID-19 rapid response efforts of the organization 45,000
    METROPOLITAN STATE UNIVERSITY OF DENVER FOUNDATION
    PO BOX 173362
    DENVER,CO80217     		N/A PC General & Unrestricted 600
    METROPOLITAN STATE UNIVERSITY OF DENVER FOUNDATION
    PO BOX 173362
    DENVER,CO80217     		N/A PC support the COVID-19 rapid response efforts of the organization 35,000
    METROPOLITAN STATE UNIVERSITY OF DENVER FOUNDATION
    PO BOX 173362
    DENVER,CO80217     		N/A PC General & Unrestricted 50
    MILE HIGH UNITED WAY INC
    711 PARK AVE W
    DENVER,CO80205     		N/A PC General & Unrestricted 50,756
    MILE HIGH UNITED WAY INC
    711 PARK AVE W
    DENVER,CO80205     		N/A PC rapid response funding for the Governor's initiative addressing COVID-19 in Colorado 200,000
    MILE HIGH UNITED WAY INC
    711 PARK AVE W
    DENVER,CO80205     		N/A PC support of the Covid relief efforts 76,000
    MINDSPARK LEARNING
    455 S PIERCE ST
    LAKEWOOD,CO80226     		N/A PC Morgridge Education Accelerator, Morgridge Innovation Certificate Program, and ongoing programs and operations 2,000,000
    MINDSPARK LEARNING
    455 S PIERCE ST
    LAKEWOOD,CO80226     		N/A PC General & Unrestricted 5,816
    MONTROSE ROTARY CLUB YOUTH FOUNDATION INC
    1561 OXBOW DR
    MONTROSE,CO81401     		N/A PC support the COVID-19 rapid response efforts of the organization 30,000
    MONTROSE ROTARY CLUB YOUTH FOUNDATION INC
    1561 OXBOW DR
    MONTROSE,CO81401     		N/A PC to support the COVID emergency response 74,500
    MONTVIEW BOULEVARD PRESBYTERIAN CHURCH
    1980 DAHLIA ST
    DENVER,CO80220     		N/A PC General & Unrestricted 515
    NATIONAL CENTER FOR LESBIAN RIGHTS
    870 MARKET ST STE 370
    SAN FRANCISCO,CA94102     		N/A PC This grant is to support the Born Perfect work of the organization 1,000
    NATIONAL COUNCIL FOR ADOPTION
    225 N WASHINGTON ST
    ALEXANDRIA,VA22314     		N/A PC to support research and publish findings on why foster families leave the system and what supports could be put into place to hold onto them for the benefit of our foster youth 200,000
    NATIONAL JEWISH HEALTH
    1400 JACKSON ST
    DENVER,CO80206     		N/A PC support of cessation of vaping in youth across the country 5,500
    NATIONAL JEWISH HEALTH
    1400 JACKSON ST
    DENVER,CO80206     		N/A PC Support the medical campus, Morgridge Fellows in Residence and Morgridge Academy 1,500,000
    NATIONAL JEWISH HEALTH
    1400 JACKSON ST
    DENVER,CO80206     		N/A PC support of Morgridge Academy with Physics in a Box 30,000
    NATIONAL JEWISH HEALTH
    1400 JACKSON ST
    DENVER,CO80206     		N/A PC General & Unrestricted 1,280
    NATIONAL JEWISH HEALTH
    1400 JACKSON ST
    DENVER,CO80206     		N/A PC architectural drawings for Morgridge Academy Program 2,100
    NATIONAL JEWISH HEALTH
    1400 JACKSON ST
    DENVER,CO80206     		N/A PC grant is to Fund a Need to end vaping in young people across the country 100,000
    NATIONAL JEWISH HEALTH
    1400 JACKSON ST
    DENVER,CO80206     		N/A PC matching grant to Fund a Need and the effort to end vaping 30,500
    NATIONAL JEWISH HEALTH
    1400 JACKSON ST
    DENVER,CO80206     		N/A PC emergency funding for COVID rapid response Program 62,000
    NATIONAL JEWISH HEALTH
    1400 JACKSON ST
    DENVER,CO80206     		N/A PC Support for the mission and research of NJH Program 150,000
    NATURE CONSERVANCY
    4245 N FAIRFAX DRIVE STE 100
    ARLINGTON,VA22203     		N/A PC General & Unrestricted 25,000
    NATURE CONSERVANCY OF NEW MEXICO
    212 EAST MARCY ST SUITE 200
    SANTA FE,NM87501     		N/A PC General & Unrestricted 257
    NEW PROFIT INC
    225 FRANKLIN ST SUITE 350
    BOSTON,MA02110     		N/A PC This grant is to support in engagement of workers for the MIT Solve Workforce Challenge 30,000
    NORTH SHORE ANIMAL LEAGUE AMERICA INC
    25 DAVIS AVE
    PORT WASHINGTON,NY11050     		N/A PC General & Unrestricted 500
    NORTHEAST IOWA COMMUNITY COLLEGE FOUNDATION INC
    8342 NICC DR
    PEOSTA,IA52068     		N/A PC Student Support Foundation Clubs 8,000
    NORTHGLENN HIGH SCHOOL
    601 W 100TH PL
    NORTHGLENN,CO80260     		N/A GOV support of the COVID-19 rapid response efforts of the organization 1,500
    NORTHGLENN HIGH SCHOOL
    601 W 100TH PL
    NORTHGLENN,CO80260     		N/A GOV General & Unrestricted 50
    OLYMPIA HIGH SCHOOL
    4301 S APOPKA-VINELAND ROAD
    ORLANDO,FL32835     		N/A PC Student Support Foundation Clubs 4,000
    ONE4ALL CHARITABLE FUND
    1306 W EASTMAN ST
    BOISE,ID83702     		N/A PC Hunger relief in India 1,000
    PARTNERS IN HEALTH
    150 STATE ST
    BREWER,ME04412     		N/A PC General & Unrestricted 106
    PAYPAL CHARITABLE GIVING FUND
    1250 I ST NW STE 1202
    WASHINGTON,DC20005     		N/A PC Match donate toProject LIFT 3,500
    PAYPAL CHARITABLE GIVING FUND
    1250 I ST NW STE 1202
    WASHINGTON,DC20005     		N/A PC match donation for Guadalupe Center Project 5,250
    PAYPAL CHARITABLE GIVING FUND
    1250 I ST NW STE 1202
    WASHINGTON,DC20005     		N/A PC Catholic Charities of Fort Worth Project 550
    PAYPAL CHARITABLE GIVING FUND
    1250 I ST NW STE 1202
    WASHINGTON,DC20005     		N/A PC ACE Scholarship Match grant 5,000
    PAYPAL CHARITABLE GIVING FUND
    1250 I ST NW STE 1202
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 100
    PAYPAL CHARITABLE GIVING FUND
    1250 I ST NW STE 1202
    WASHINGTON,DC20005     		N/A PC ACTS Community Development Corporation Project 550
    PBS FOUNDATION
    2100 CRYSTAL DR
    ARLINGTON,VA22202     		N/A SO I General & Unrestricted 104
    PETFINDER FOUNDATION
    4729 E SUNRISE DR 119
    TUCSON,AZ85718     		N/A PC General & Unrestricted 250
    PHILANTHROPY ROUNDTABLE
    1120 20TH ST NW STE 550 SOUTH
    WASHINGTON,DC20036     		N/A PC support the development and implementation of a strategic plan for the organization 10,000
    PLACE OF HOPE
    7152 MUSTANG RIM DR
    COLORADO SPGS,CO80923     		N/A PC General & Unrestricted 515
    PLYMOUTH STATE UNIVERSITY
    17 HIGH ST MSC 50
    PLYMOUTH,NH03264     		N/A PC Student Support Foundation Clubs 4,000
    PLYMOUTH STATE UNIVERSITY
    17 HIGH ST MSC 50
    PLYMOUTH,NH03264     		N/A PC General & Unrestricted 50
    PLYMOUTH STATE UNIVERSITY
    17 HIGH ST MSC 50
    PLYMOUTH,NH03264     		N/A PC This grant will support the Women's Giving initiative at PSU 5,000
    PLYMOUTH STATE UNIVERSITY
    17 HIGH ST MSC 50
    PLYMOUTH,NH03264     		N/A PC supports the SSF Club's rapid response to COVID-19 1,500
    PORCHLIGHT INC
    306 N BROOKS ST
    MADISON,WI53715     		N/A PC General & Unrestricted 258
    PROJECT LIFT INC
    1330 SW 34TH ST
    PALM CITY,FL34990     		N/A PC to support the mental health needs of young people as a result of the COVID-19 impact on Martin County 35,000
    PURPOSITY FOUNDATION INC
    3380 PEACHTREE RD NE UNIT 1807
    ATLANTA,GA30326     		N/A PC General & Unrestricted 221
    RACINE COMMUNITY OUTPOST 6TH ST INC
    4819 LAZYWOOD CT
    MT PLEASANT,WI53403     		N/A PC This grant will support the rebuild of the C.O.P.S. House that burned as a result of protests 25,000
    RAINBOW RAILROAD USA INC
    601 W 26TH ST
    NEW YORK,NY10001     		N/A PC General & Unrestricted 103
    RAISE THE FUTURE
    1325 S COLORADO BLVD STE 700
    DENVER,CO80222     		N/A PC General & Unrestricted 256
    ROCKY MOUNTAIN PREPARATORY SCHOOL
    7808 CHERRY CREEK S DRIVE 3-30
    DENVER,CO80231     		N/A PC support of the COVID-19 rapid response efforts of the organization 20,000
    ROLE MODEL MOVEMENT INC NFP
    47 W POLK ST STE 100
    CHICAGO,IL60605     		N/A PC General & Unrestricted 50
    ROLLINS COLLEGE
    PO BOX 85001 DEPT 9921
    ORLANDO,FL32885     		N/A PC General & Unrestricted 50
    ROLLINS COLLEGE
    PO BOX 85001 DEPT 9921
    ORLANDO,FL32885     		N/A PC Student Support Foundation Clubs 4,000
    ROLLINS COLLEGE
    PO BOX 85001 DEPT 9921
    ORLANDO,FL32885     		N/A PC supports the SSF Club's rapid response to COVID-19 1,500
    ROSALYNN CARTER INSTITUTE FOR CAREGIVERS INC
    PO BOX 647
    AMERICUS,GA31709     		N/A PC General & Unrestricted 102
    ROUTT COUNTY UNITED WAY
    PO BOX 774005
    STEAMBOAT SPRINGS,CO80477     		N/A PC support of the COVID-19 rapid response efforts of the organization 15,000
    ROUTT COUNTY UNITED WAY
    PO BOX 774005
    STEAMBOAT SPRINGS,CO80477     		N/A PC support of the COVID emergency response 71,500
    SAILFISH EMPLOYEE AID FUND INC
    2945 SE DUNE DR
    STUART,FL34996     		N/A PC to support emergency needs of the community 1,000
    SAILFISH POINT FOUNDATION INC
    2201 SE SAILFISH POINT BLVD
    STUART,FL34996     		N/A PC in support of the Foundation fulfilling it's mission of community support 25,000
    SALVATION ARMY
    455 E SPRING ST
    LONG BEACH,CA90806     		N/A PC General & Unrestricted 52
    SCHOOL DISTRICT 12 EDUCATION FOUNDATION
    FIVE STAR EDUCATION FOUNDATION 1500
    THORNTON,CO80241     		N/A PC support the organization's COVID-19 rapid response efforts 100,000
    SECOND CHANCE CENTER INC
    224 POTOMAC ST
    AURORA,CO80011     		N/A PC This grant is to support the re-entry efforts of the organization 500
    SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA INC
    411 MERCY DR
    ORLANDO,FL32805     		N/A PC support the organization's rapid response to the Covid-19 crisis 100,000
    SENIOR SUPPORT SERVICES
    846 E 18TH AVE
    DENVER,CO80218     		N/A PC This grant is to support hunger relief and other services for homeless seniors in the metro Denver area. 500
    SHARE OUR STRENGTH
    1030 15TH ST NW STE 1100W
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 100
    SHEDD AQUARIUM SOCIETY
    1200 S LAKE SHORE DR
    CHICAGO,IL60605     		N/A PC This grant is to support the science and research of the Shedd Aquarium 100,000
    SHEDD AQUARIUM SOCIETY
    1200 S LAKE SHORE DR
    CHICAGO,IL60605     		N/A PC General & Unrestricted 250
    SHINING HOPE FOR COMMUNITIES INC
    11 PARK PL 3RD FL
    NEW YORK,NY10007     		N/A PC General & Unrestricted 361
    ST JOSEPH FOOD PROGRAM INC
    1465A OPPORTUNITY WAY
    MENASHA,WI54952     		N/A PC This grant is to support the hunger relief work of the organization. 1,000
    STANFORD UNIVERSITY
    PO BOX 20466
    STANFORD,CA94309     		N/A PC General & Unrestricted 250
    STETSON UNIVERSITY INC
    421 N WOODLAND BLVD
    DELAND,FL32723     		N/A PC General & Unrestricted 50
    STETSON UNIVERSITY INC
    421 N WOODLAND BLVD
    DELAND,FL32723     		N/A PC Student Support Foundation Clubs 4,000
    STRIVE PREPARATORY SCHOOLS
    2480 W 26TH AVE B-360
    DENVER,CO80211     		N/A PC Student Support Foundation Clubs 4,000
    STRIVE PREPARATORY SCHOOLS
    2480 W 26TH AVE B-360
    DENVER,CO80211     		N/A PC General & Unrestricted 50
    STRIVE PREPARATORY SCHOOLS
    2480 W 26TH AVE B-360
    DENVER,CO80211     		N/A PC supports the SSF Club's rapid response to COVID-19 1,500
    THE COLORADO MUSEUM OF NATURAL HISTORY
    2001 COLORADO BLVD
    DENVER,CO80205     		N/A PC This grant will allow for executive time to be allocated to the Morgridge Acceleration Program Fellowship 5,000
    THE COLORADO MUSEUM OF NATURAL HISTORY
    2001 COLORADO BLVD
    DENVER,CO80205     		N/A PC This grant is to support the efforts of the young philanthropists at the DMNS 10,000
    THE COLORADO MUSEUM OF NATURAL HISTORY
    2001 COLORADO BLVD
    DENVER,CO80205     		N/A PC General & Unrestricted 666
    THE DRAPER RICHARDS KAPLAN FOUNDATION
    1600 EL CAMINO REAL STE 155
    MENLO PARK,CA94025     		N/A PC as a donor partner in Fund IV 200,000
    THE SUMMIT FOUNDATION
    PO BOX 4000
    BRECKENRIDGE,CO80424     		N/A PC General & Unrestricted 250
    TIGER WOODS FOUNDATION INC
    ONE TIGER WOODS WAY
    ANAHEIM,CA92801     		N/A PC This grant is to support STEM Education initiatives through the TGR Foundation. 50,000
    TIGER WOODS FOUNDATION INC
    ONE TIGER WOODS WAY
    ANAHEIM,CA92801     		N/A PC General & Unrestricted 360
    TIGER WOODS FOUNDATION INC
    ONE TIGER WOODS WAY
    ANAHEIM,CA92801     		N/A PC This grant will support executive time to devote to the Morgridge Acceleration Program Fellowship. 5,000
    TONY LA RUSSAS ANIMAL RESCUE FOUNDATION
    2890 MITCHELL DR
    WALNUT CREEK,CA94598     		N/A PC General & Unrestricted 2,500
    TONY LA RUSSAS ANIMAL RESCUE FOUNDATION
    2890 MITCHELL DR
    WALNUT CREEK,CA94598     		N/A PC support the COVID-19 rapid response efforts of the organization 15,000
    TWO STATE YOUNG MENS CHRISTIAN ASSOCIATION
    748 HAMILTON RD
    BECKET,MA01223     		N/A PC General & Unrestricted 1,000
    UNITED AGAINST POVERTY INC
    1400 27TH ST
    VERO BEACH,FL32960     		N/A PC support of the COVID-19 rapid response efforts of the organization 25,000
    UNITED STATES SAILING CENTER OF MARTIN COUNTY INC
    1955 NE INDIAN RIVER DR
    JENSEN BEACH,FL34957     		N/A PC General & Unrestricted 2,000
    UNITED WAY OF BROWARD COUNTY
    1300 S ANDREWS AVE
    FT LAUDERDALE,FL33316     		N/A PC support the COVID emergency response 70,000
    UNITED WAY OF BROWARD COUNTY
    1300 S ANDREWS AVE
    FT LAUDERDALE,FL33316     		N/A PC support of the COVID rapid response efforts of the organization 50,000
    UNITED WAY OF CENTRAL NEW MEXICO
    2340 ALAMO AVE SE 2ND FL
    ALBUQUERQUE,NM87106     		N/A PC to support the COVID emergency response 77,000
    UNITED WAY OF DANE COUNTY INC
    2059 ATWOOD AVE
    MADISON,WI53704     		N/A PC support of the COVID emergency response 65,000
    UNITED WAY OF DANE COUNTY INC
    2059 ATWOOD AVE
    MADISON,WI53704     		N/A PC support the COVID-19 rapid response efforts of the organization 25,000
    UNITED WAY OF MARION CO INC
    1401 NE 2ND ST
    OCALA,FL34470     		N/A PC support of the COVID emergency response 75,000
    UNITED WAY OF RACINE COUNTY INC
    2000 DOMANIK DR
    RACINE,WI53404     		N/A PC to support the COVID emergency response efforts 64,700
    UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC
    12424 RESEARCH PKWY STE 250
    ORLANDO,FL32826     		N/A PC General & Unrestricted 50
    UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC
    12424 RESEARCH PKWY STE 250
    ORLANDO,FL32826     		N/A PC General & Unrestricted 50
    UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC
    12424 RESEARCH PKWY STE 250
    ORLANDO,FL32826     		N/A PC Student Support Foundation Clubs 4,000
    UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC
    12424 RESEARCH PKWY STE 250
    ORLANDO,FL32826     		N/A PC supports the SSF Club's rapid response to COVID-19 1,500
    UNIVERSITY OF DENVER
    2190 EAST ASBURY AVE
    DENVER,CO80208     		N/A PC General & Unrestricted 145
    UNIVERSITY OF DENVER - OFFICE OF GIFT PROCESSING
    2190 E ASBURY AVE
    DENVER,CO80208     		N/A PC support the COVID-19 rapid response efforts of the organization 10,000
    URBAN PEAK DENVER
    2100 STOUT ST
    DENVER,CO80205     		N/A PC This grant is to support the outreach, homeless services, employment training for youth in the metro Denver area 1,000
    URBAN PEAK DENVER
    2100 STOUT ST
    DENVER,CO80205     		N/A PC General & Unrestricted 778
    URBAN PEAK DENVER
    2100 STOUT ST
    DENVER,CO80205     		N/A PC This grant is to support the work with homeless youth. 500
    URBAN PEAK DENVER
    2100 STOUT ST
    DENVER,CO80205     		N/A PC support Urban Peak in serving vulnerable youth populations experiencing housing insecurity 75,000
    WAKATIPU COMMUNITY FOUNDATION
    21 BEDFORD ST
    ARROWTOWN,OTAGO9302
    NZ     		N/A PC General & Unrestricted 150,000
    WELD FOOD BANK
    1108 H ST
    GREELEY,CO80631     		N/A PC support the replacement of the freezer for the food bank 20,000
    WOMENS BEAN PROJECT
    3201 CURTIS ST
    DENVER,CO80205     		N/A PC General & Unrestricted 258
    WORD KEEPERS INC
    PO BOX 138233
    CLERMONT,FL34713     		N/A PC This grant will support two months of operations for Well of Hope 6,200
    YELLOWSTONE CLUB COMMUNITY FOUNDATION
    1111 RESEARCH DR STE B
    BOZEMAN,MT59718     		N/A PC This grant is restricted to support families who have been impacted by the Bridger Mountain Wild Fires in Montana 25,000
    YELLOWSTONE CLUB COMMUNITY FOUNDATION
    1111 RESEARCH DR STE B
    BOZEMAN,MT59718     		N/A PC support the organization's rapid response to the COVID-19 crisis 20,000
    YELLOWSTONE CLUB COMMUNITY FOUNDATION
    1111 RESEARCH DR STE B
    BOZEMAN,MT59718     		N/A PC to support the Black Diamond endeavor year two 10,000
    YELLOWSTONE FOREVER
    PO BOX 1857
    BOZEMAN,MT59771     		N/A PC General & Unrestricted 103
    YUVA UNSTOPPABLE USA INC
    240 E 47TH ST APT 27AB
    NEW YORK,NY10017     		N/A PC in support of the Morgridge Schools in India with emergency funding in response of COVID 15,000
    YWCA MADISON INC
    101 E MIFFLIN ST STE 100
    MADISON,WI53703     		N/A PC support of the COVID-19 rapid response efforts of the organization 30,000
    YWCA MADISON INC
    101 E MIFFLIN ST STE 100
    MADISON,WI53703     		N/A PC General & Unrestricted 250
    IMPACT 100 GLOBAL ADVISORY COUNCIL
    2840 W BAY DR 113
    BELLEAIR BLUFFS,FL33770     		N/A PC General & Unrestricted (See General Explanation Statement) 1,199
    WAKATIPU COMMUNITY FOUNDATION
    21 BEDFORD ST
    ARROWTOWN,OTAGO9302
    NZ     		N/A PC General & Unrestricted (See General Explanation Statement) 9,995
    CORAL COMMUNITY FOUNDATION
    1405 SE 47TH ST STE 2
    CAPE CORAL,FL399049681     		N/A PC General & Unrestricted (See General Explanation Statement) 600
    Total .................................bullet 3a 12,020,394
    bApproved for future payment
    Total .................................bullet 3b  
    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 25,959  
    4 Dividends and interest from securities....     14 2,516,718  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		525990 478,223 18 13,607,400  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc/Loss     		525990 -14 14 843,846  
    bFederal Tax Refund     01 82,800  
    cINTEREST FROM NOTES RECEIVABLE     14 23,086  
    dBOOK SALES         962
    eCLASS ACTION LAWSUIT PROCEEDS     01 1,478  
    12 Subtotal. Add columns (b), (d), and (e).. 478,209 17,101,287 962
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    17,580,458
    (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.)
    11 INCOME RECEIVED FROM SALES OF "EVERY GIFT MATTERS"SPIRIT OF THE TRAIL" - SEE ATTACHMENT TO PART IX-A FOR A DESCRIPTION OF THIS DIRECT CHARITABLE ACTIVITY.
    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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    The Morgridge Family Foundation
     
    Employer identification number

    26-2336633
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    The Morgridge Family Foundation
          		Employer identification number
    26-2336633
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    Morgridge Personal Trust
    c/o John Morgridge 3131 Alpine Roa
     
    Portola Valley, CA94028

    		$ 1,000,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    TOSA Foundation
    c/o Tashia F Morgridge 3130 Alpin
     
    Portola Valley, CA94028

    		$ 4,000,000


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    The Morgridge Family Foundation
          		Employer identification number

    26-2336633
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    The Morgridge Family Foundation
          		Employer identification number

    26-2336633
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

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

    TY 2020 DepreciationSchedule
    Name:
    The Morgridge Family Foundation
    EIN:
    26-2336633
    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
    BLDG - BELLAIRE 2019-07-29 106,413 0 SL 39 0   0  
    BLDG - AMHERST 2019-04-08 2,662,491 51,202 SL 39 68,269   0  
    BLDG 455 S PIERCE 2017-09-11 840,196 50,267 SL 39 21,543   0  
    BLDG IMP - AMHERST 2019-09-30 1,364,992 8,750 SL 39 35,000   0  
    BLDG IMP - PIERCE 2017-09-11 1,873,371 112,082 SL 39 48,035   0  
    EQUIP - AMHERST 2019-07-31 14,367 855 SL 7 2,052   0  
    EQUIP - AMHERST 2019-08-14 5,970 355 SL 7 853   0  
    FURN - PIERCE 2019-07-24 6,246 372 SL 7 892   0  
    FURNITURE 2014-01-01 3,735 2,937 SL 7 534   0  
    FURN - AMHERST 2019-04-08 166,441 17,833 SL 7 23,777   0  
    LAND - BELLAIRE 2019-01-01 318,750   L       0  
    LAND - AMHERST 2009-10-07 154,366   L       0  
    LAND - PIERCE 2016-04-11 210,049   L       0  
    LAND IMP - AMHERST 2019-08-12 25,435 707 SL 15 1,696   0  
    LAND IMP - PIERCE 2017-09-11 8,644 1,344 SL 15 576   0  
    LAND IMP - PIERCE 2017-09-26 8,384 1,258 SL 15 559   0  
    LAND IMP - PIERCE 2018-06-21 22,900 2,290 SL 15 1,527      
    BLDG IMP - PIERCE 2018-06-22 8,302 284 SL 39 213      
    BLDG IMP - PIERCE 2018-08-13 4,101 158 SL 39 105      
    BCI ONLINE COURSE 2019-10-14 12,948 216 SL 15 863      
    LAND - BELLAIRE 2020-01-01 57,182   L          
    BLDG - BELLAIRE 2020-08-25 31,407              
    BLDG IMP - AMHERST 2020-01-01 26,856   SL 39 689      
    EQUIP - AMHERST 2020-01-03 1,374   SL 7 196      
    FURN - AMHERST 2020-06-09 4,570   SL 7 653      
    BLDG IMP - PIERCE 2020-07-07 20,460   SL 39 525      
    BLDG - BELLAIRE 2020-08-25 359,984              
    BLDG IMP - BELLAIR 2019-07-29 57,616              

    TY 2020 DistributionFromCorpusElection
    Name:
    The Morgridge Family Foundation
    EIN:
    26-2336633
    Election:
    PURSUANT TO IRC SECTION 4942(H) AND TREASURY REGULATIONS SECTION 53.4942(A)-3(D)(2), THE MORGRIDGE FAMILY FOUNDATION HEREBY ELECTS TO TREAT $4,000,000 OF ITS CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. BY: /S/ CARRIE MORGRIDGE TITLE: VICE PRESIDENT/DIRECTOR

    TY 2020 GeneralExplanationAttachment
    Name:
    The Morgridge Family Foundation
    EIN:
    26-2336633
    Identifier Return Reference Explanation
    FORM 990-PF, PART IX-A FORM 990-PF, PART IX-A - SUMMARY OF DIRECT CHARITABLE ACTIVITIES Book Publishing: Every Gift Matters: During 2014, the Foundation produced the manuscript for "Every Gift Matters," a book written by Carrie Morgridge to illustrate the Morgridges' personal experience with philanthropy as a tool to guide others. Books began to be sold in 2015 and all profits go directly to the Every Gift Matters Fund, a fund dedicated to helping people to find their passion and change the world. Book Publishing: Spirit of the Trail: The Foundation produced the manuscript for the "Spirit of the Trail," a book written by Carrie Morgridge that uses Carrie and John Morgridge's experience while biking the Great Divide Mountain Bike Route to highlight concepts and personal traits that are of vital importance to the Foundation's philanthropic mission as a tool to guide others. Books began to be sold in 2018 and all proceeds from sales of the book are donated to the Adventure Cycling Association, a public charity, in support of the Foundation's enduring commitment to health and environmental conservation. Book Publishing: Courage Money: During 2020, the Foundation began researching its third book project. Courage Money will be a collection of stories submitted by public charities about how donor support has impacted them, allowed them to launch new organizations, new initiatives, etc. The Foundation hopes this work will help the larger foundation and philanthropic community transform and future-proof its current models. Morgridge Acceleration Program: Match emerging leaders with public charities. Participants collaborate with Mentors to work on a given challenge and create solutions. Philanthropy, Expert and Grantee Convenings: The Morgridge Family Foundation hosts regular and frequent gatherings - both scheduled and impromptu - among its peers in philanthropy, experts in the areas currently or potentially to be funded by the Foundation, and its grantees and potential grantees. These gatherings advance the Foundation's goal of maximizing its social impact by promoting collegiality and understanding, capturing and fostering the sharing of lessons, identifying and advancing collective impact opportunities and increasing overall efficiency and effectiveness in the sector. Book Distribution: The Foundation routinely purchases and distributes-at no charge-books about education reform and philanthropy to people in its local community; its partners in philanthropy; and attendees at Foundation-sponsored events or events at which Carrie Morgridge is speaking/lecturing. They include Zappos Culture Book; Delivering Happiness; One Room Schoolhouse; Cage Busting; Generosity Network; Good to Great; Flip Your Classroom; I Got Schooled; David and Goliath; Pencils for Promise; and others.
    FORM 990-PF, PART XIII, LINE 7 FORM 990-PF, PART XIII, LINE 7 The Morgridge Family Foundation received a grant of $4,000,000 in the taxable year ending December 31, 2020 from the TOSA Foundation, a private non-operating foundation. As reported on Part XIII, Line 7, The Morgridge Family Foundation is treating $4,000,000 of its 2020 qualifying distributions in excess of the immediately preceding tax year's undistributed income as distributions out of corpus as required by Internal Revenue Code Section 4942(G)(3) and Treasury Regulations Section 53.4942(A)-3(C)(2).
    FORM 990-PF, PART I, LINE 6 FORM 990-PF, PART I, LINE 6A PART I LINE 6A (990-PF) - RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $13,607,400 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $478,223 TOTAL PART I, LINE 6A: $14,085,623 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRADED SECURITIES GROSS SALES PRICE: $65,361,888 BOOK BASIS: $61,880,279 NET GAIN/(LOSS): $3,481,609 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $10,325,997 SALES OF OTHER ITEMIZED ASSETS GROSS SALES PRICE: $5,521 BOOK BASIS: $205,727 NET GAIN/(LOSS): $(200,206)
    Forms 926 Forms 926 The Foundation has prepared these forms to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.
    Form 8865 Form 8865 The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.
    IN-KIND GRANTS PART I LINE 25 AND PART XV LINE 3A DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING VALUE OF EGM BOOKS: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $11,794 TOTAL BOOK VALUE OF PROPERTY: $- TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $11,794 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $11,794 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: Every Gift Matters Books UNITS: 60 DATE OF DISTRIBUTION: 2/1/2020 GRANT RECIPIENT: Impact 100 Global Advisory Council - Melbourne FMV OF PROPERTY: $1,199 BOOK VALUE OF PROPERTY: $- CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $1,199 DESCRIPTION OF PROPERTY: Every Gift Matters Books UNITS: 500 DATE OF DISTRIBUTION: 2/1/2020 GRANT RECIPIENT: Wakatipu Community Foundation FMV OF PROPERTY: $9,995 BOOK VALUE OF PROPERTY: $- CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $9,995 DESCRIPTION OF PROPERTY: Every Gift Matters Books UNITS: 30 DATE OF DISTRIBUTION: 5/1/2020 GRANT RECIPIENT: CAPE Coral Community Foundation FMV OF PROPERTY: $600 BOOK VALUE OF PROPERTY: $- CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $600
    FORM 990-PF, PARTS I AND XV FORM 990-PF, PARTS I AND XV TOTAL Part I, Line 25, Column (a) and Part XV, Line 3a: $12,020,394 Less amount not treated as qualifying distribution: $11,794 TOTAL Part I, Line 25, Column (d): $12,008,600
    Part VII-A, Line 3 Part VII-A, Line 3  

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    The Morgridge Family Foundation
    EIN:
    26-2336633
    Name of Bond End of Year Book Value End of Year Fair Market Value
    3M - 2.250% - 03/15/2023 41,614 48,436
    AFLAC INC - 3.625% - 11/15/202 43,136 45,869
    ALPHABET INC CL C - 3.375% - 0 44,815 47,047
    AMAZON COM - 5.200% - 12/03/20 43,271 46,111
    AMERICAN HONDA FINANCE - 3.625 41,354 44,608
    AMERIPRISE FINANCIAL - 2.875% 41,072 48,642
    APPLE INC - 3.450% - 05/06/202 44,445 47,353
    BLACKROCK - 3.200% - 03/15/202 44,724 47,375
    BP CAP MKTS P L C NOTE CALL MA 43,437 46,838
    CATERPILLAR INC - 3.750% - 11/ 61,575 63,636
    CHEVRON CORP - 3.326% - 11/17/ 42,063 45,683
    CITIGROUP INC - 3.887% - 01/10 63,505 69,911
    CITIGROUP INC SR GLBL -D NT - 42,872 46,458
    COCO-COLA - 0.029% - 10/27/202 41,816 46,571
    COLGATE PALMOLIVE - 3.250% - 0 44,564 46,887
    COMCAST CORP NOTE - 4.150% - 1 60,627 69,819
    COSTCO - 3.000% - 05/17/2027 45,567 48,252
    CVS CAREMARK CORP NOTE - 4.300 69,172 71,397
    DEERE JOHN CAP CORP BOND - 2.8 47,379 47,494
    DUKE ENERGY CAROLINAS - 2.950% 42,220 49,312
    ENTERPRISE PRODUCTS - 5.700% - 47,197 60,408
    EXXON MOBIL CORP - 3.176% - 03 43,933 46,380
    GE CAP CORP NTS - 5.875% - 01/ 48,110 54,151
    GOLDMAN SACHS - 3.800% - 03/15 119,091 117,604
    HOME DEPOT INC - 2.700% - 04/0 44,954 46,149
    ILLINOIS TOOL WORKS - 2.650% - 41,985 49,726
    INTEL CORP - 2.600% - 05/19/20 41,683 48,017
    JOHNSON & JOHNSON - 2.625% - 0 43,547 47,612
    JP MORGAN CHASE - 5.300% - 12/ 791,249 747,532
    JP MORGAN CHASE BANKNA NOTE - 80,813 93,947
    JPMORGAN CHASE & CO FR - 3.875 42,510 46,889
    MERCK & CO INC - 2.750% - 02/1 43,514 47,798
    MICROSOFT CORP - 2.375% - 06/0 41,778 42,852
    MICROSOFT CORP NOTE - 3.700% - 84,336 105,242
    MORGAN STANLEY FR - 3.700% - 1 43,624 47,850
    MORGAN STANLEY MTN CALL - 0.00 42,626 47,951
    NEXTERA ENERGY, INC - 2.750% - 46,754 47,601
    NOVARTIS CAPITAL CORP - 3.400% 44,523 47,171
    ORACLE CORP NOTE - 3.250% - 11 44,680 47,926
    PEPSICO - 2.375% - 10/06/2026 41,723 49,014
    PHILLIP MORRIS INTL - 2.750% - 40,832 47,987
    PRAXIAR - 3.200% - 01/30/2026 42,704 47,040
    PROCTER AND GAMBLE CO - 2.850% 44,881 46,886
    QUALCOMM INC - 3.250% - 05/20/ 45,351 48,789
    REALTY INCOME CORP - 3.875% - 40,610 46,184
    RIO TINTO FIN - 3.750% - 06/15 42,663 46,278
    ROYAL DUTCH SHELL CL A - 2.500 61,625 70,276
    SCHWAB CHARLES CORP - 2.650% - 59,881 61,806
    SCHWAB CHARLES CORP PERPETUAL 979,999 1,017,499
    SHELL INTL FIN - 2.250% - 01/0 66,863 66,472
    SIMON PPTY GROUP LP - 3.375% - 44,845 46,936
    STATOIL ASA - 3.250% - 11/10/2 43,726 47,380
    TARGET - 2.500% - 04/15/2026 41,361 48,627
    TOYOTA MOTOR CREDIT CORP - 3.0 48,004 48,385
    UNIFORM POOL #MA3851 - 4.500% 4,477 4,580
    UNITED PARCEL SERVICE - 3.050% 45,400 49,238
    UNITEDHEALTH GROUP INC NOTE - 41,811 48,188
    VERIZON COMMUNICATIONS INC - 4 69,654 69,543
    VIRGINIA ELEC POWER - 2.750% - 43,179 45,020
    WAL-MART STORES INC NT - 2.550 47,422 48,191
    WASTE MANAGEMENT INC - 3.150% 45,122 48,548
    WELLS FARGO &CO MTN - 3.584% - 63,316 70,213
    WELLS FARGO - 4.300% - 07/22/2 61,463 65,620

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    The Morgridge Family Foundation
    EIN:
    26-2336633
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABB LTD 80,280 83,321
    ABBOTT LABS 409,969 687,159
    ABBVIE INC 295,666 375,239
    ACCENTURE PLC 75,723 115,455
    ADOBE SYSTEMS, INC 233,646 542,130
    ADVANCE AUTO PARTS INC 93,431 102,854
    AIR PRODS & CHEM INC 235,302 431,414
    AKAMAI TECH COM STK 68,234 106,460
    ALCON INC 84,291 100,620
    ALEXION PHARMACEUTICALS, INC 71,433 92,650
    ALIBABA GROUP HOLDING LTD 99,508 127,769
    ALLEGION PLC 19,449 26,651
    ALLSTATE CORP 117,545 130,927
    ALPHABET INC CL A 1,131,603 1,740,371
    AMAZON COM 1,814,975 2,999,632
    AMEREN CORPORATION 51,512 58,779
    AMERICAN ELECTRIC POWER INC 57,396 61,537
    AMERICAN TOWER REIT INC 454,344 569,455
    AMGEN INC 285,673 317,749
    ANALOG DEVICES INC 89,707 113,309
    ANTHEM INC 243,502 297,650
    AON PLC CL A 58,480 66,973
    APPLE INC 1,234,607 2,935,633
    APTIV PLC 43,802 75,177
    ASML HOLDING NV NY REG SHS 106,769 163,874
    ASTRAZENECA 31,890 27,994
    AT&T, INC 52,231 52,573
    ATLASSIAN CORP PLC 72,565 105,242
    AUTOMATIC DATA PROCESSING INC 374,031 396,979
    AVERY DENNISON CORP 36,296 44,206
    BALL CP 277,447 395,176
    BANK OF NOVA SCOTIA 65,305 70,522
    BAXTER INTERNATIONAL INC 43,665 50,952
    BIOMARIN PHARMACEUTICAL INC 53,442 61,208
    BLACKROCK INC 591,892 1,008,713
    BRISTOL-MYERS SQUIBB CO 92,056 114,693
    BROADCOM INC 411,606 634,445
    CALVERT EQUITY PORTFOLIO 568,313 781,604
    CANADIAN NATL RAILWAY CO 103,240 113,585
    CAPITAL ONE FINANCIAL CORP 188,563 225,872
    CHEVRON CORP 352,164 307,060
    CHUBB LIMITED 133,823 139,144
    CISCO SYSTEMS INC 5,946,785 8,684,811
    CITIGROUP INC 374,891 377,791
    CME GROUP, INC 84,253 91,207
    CMS ENERGY CP 40,491 47,832
    COHEN & STEERS LOW DURATION PR 2,162,797 2,162,832
    COMCAST CORP 438,514 586,880
    CONSTELLATION BRANDS INC 293,866 364,718
    COSTCO WHOLESALE CORPORATION 635,790 979,628
    CROWN CASTLE INTL 258,105 452,259
    CUMMINS INC 39,740 60,636
    CVS CAREMARK CORP 123,320 126,014
    CYBERARK SOFTWARE LTD 28,262 38,620
    D R HORTON 154,635 189,530
    DANAHER CORP 309,834 580,008
    DEERE CO 49,176 79,370
    DIAGEO PLC ADS 80,891 112,437
    DIGITAL RLTY TR INC 78,590 94,169
    DJIA LIRN BOFA 98,342 157,069
    DOVER CORP 142,618 246,566
    DTE ENERGY CO COM 31,265 42,494
    DUKE ENERGY CO 21,713 22,158
    EATON CORP PLC 184,870 229,467
    EBAY INC 78,854 80,702
    ECOLAB INC 249,189 364,567
    EDWARDS LIFESCIENCES 108,869 198,334
    ELI LILLY & CO 264,079 390,527
    EQUINIX, INC 76,721 133,552
    ESTEE LAUDER COMPANIES INC 125,637 264,593
    EVERSOURCE ENERGYINC 95,234 116,962
    EXTRA SPACE STORAGE 38,500 47,387
    FACEBOOK INC 748,917 1,140,989
    FERRARI NV 52,007 69,315
    FIDELITY NATIONAL INFORMATION 197,803 203,419
    FIN BASKET ARN ISS CIBC CAP 21 1,050,000 1,060,500
    FIN BSKT SUN ISS 15.45% DUE 12 1,500,000 1,500,000
    FIRST EAGLE SOGEN GOLD FUND 1,011,266 910,528
    FISERV INC 386,554 421,396
    GEN DYNAMICS CP 179,603 169,804
    GRAINGER W W INC 91,042 129,444
    HDFC BANK LTD ADR 63,308 92,999
    HILTON WORLDWIDE HOLDINGS, INC 194,126 271,586
    HOME DEPOT INC 833,943 1,320,663
    HONEYWELL INTL 1,121,739 1,652,254
    IHS MARKIT LTD 175,446 248,200
    ILLINOIS TOOL WORKS 134,124 220,598
    INTERCONTINENTAL EXCHANGE, INC 187,447 266,205
    INTERNATIONAL BUSINESS MACHINE 149,801 158,483
    INTL BKT LIRN ISS HSBC DUE 02/ 1,100,000 1,241,900
    INTL BKT STEPUP ISS CS 11.80% 1,725,000 1,728,449
    INTL BKT SUN 8.52% DUE 12/29/2 2,250,000 2,249,999
    INTUIT 259,663 393,525
    INTUITIVE SURGICAL 112,111 197,162
    ISHARES MSCI-JAPAN 62,937 76,073
    JOHNSON & JOHNSON 323,265 386,053
    JONES LANG LASALLE INCOME PROP 1,233,227 1,248,453
    JP MORGAN CHASE 864,664 1,178,701
    KIMBERLY CLARK CORP 72,184 80,359
    KLA TENCOR CORP 55,017 138,776
    KONINKLIJKE PHILIPS ELECTRONIC 73,350 82,284
    LAM RESEARCH CORP 58,974 170,962
    LINDE PLC COM 29,198 46,378
    LOCKHEED MARTIN CORP 733,073 922,238
    LOWES COMPANIES INC 116,264 195,020
    LULULEMON ATHLETICA INC 41,792 65,778
    LYONDELLBASELL INDUSTRIES NV 44,510 48,213
    MARSH AND MCLENNAN COMPANIES I 299,407 420,381
    MASTERCARD INC 136,394 264,849
    MCDONALD'S CORP 306,912 387,102
    MEDTRONIC PLC 371,989 485,897
    MERCK & CO INC 627,769 677,222
    MICROCHIP TECHNOLOGY INC 326,041 540,010
    MICROSOFT CORP 1,803,126 3,467,972
    MONDELEZ INTERNATIONAL INC 333,815 381,809
    MONSTER BEVERAGE CORP 68,951 100,988
    NATIONAL GRID TRANSCO PLC 69,172 66,173
    NETFLIX INC 250,764 402,303
    NEW ORIENTAL ED & TECHNOLOGY G 23,283 46,453
    NEXTERA ENERGY, INC 555,003 1,175,766
    NORTHERN TRUST CORPORATION 50,911 54,859
    NOVARTIS AG ADR 49,014 51,559
    NOVO NORDISK A S 43,090 49,244
    NUTANIX INC 30,780 34,898
    NVIDIA CORP 328,403 657,450
    NXP SEMICONDUCTORS 73,204 92,862
    O'REILLY AUTOMOTIVE INC 281,033 352,099
    PACKAGING CORP AMER 26,214 36,960
    PALO ALTO NETWORKS INC 98,113 141,445
    PARKER HANNIFIN CP 153,216 189,870
    PAYCHEX 190,752 342,623
    PAYPAL HOLDINGS, INC 179,334 463,248
    PENN TREATY AMER CP 2,010,400 2,090,508
    PEPSICO INC 590,449 769,677
    PHILIP MORRIS INTL 81,517 86,598
    PHILLIPS 66 125,285 134,075
    PINNACLE WEST CAPITAL CORP 21,878 22,386
    PNC FINANCIAL GROUP INC 372,046 430,461
    PROCTER GAMBLE CO 310,368 392,653
    PROLOGIS 418,191 512,053
    PRUDENTIAL PLC SC 64,699 66,437
    QUALCOMM INC 415,139 602,048
    R2000 STEPUP 10.25% DUE 01/02/ 2,150,000 2,149,999
    R2000 STEPUP ISSUER CS STEP 30 750,000 930,000
    REALTY INCOME CORP 63,847 62,916
    RELX PLC 33,115 34,154
    ROSS STORES, INC 318,131 390,413
    ROYAL BANK OF CANADA 76,979 82,470
    SALESFORCE.COM 400,619 642,222
    SANOFI-AVENTIS SPONSORED ADR 40,686 45,577
    SEA LTD 18,993 81,013
    SEMPRA ENERGY COM 225,929 251,762
    SIBANYE STILLWATER 25,425 39,423
    SK TELECOM ADS ADS 21,499 24,970
    SONOCO PRODUCTS COMPANY 42,079 43,371
    SONY CORP ADR - OLD 81,006 132,441
    SP500 CLIRN 13.66 DUE 12/31/20 1,000,000 1,020,000
    SP500 CLIRN 14.10% DUE 11/26/2 1,300,000 1,346,280
    SP500 CLIRN ISSUER RBC 12.33% 1,100,000 1,133,110
    SP500 CLIRNS 11.62% DUE 07/30/ 1,400,000 1,470,700
    SP500 STEPUP 9.40% DUE 11/27/2 1,500,000 1,482,000
    SP500 STEPUP ISSUER BNS 11.35% 1,100,000 1,137,400
    SPLUNK INC 114,309 129,966
    STARBUCKS CORP COM 208,842 413,157
    SX5E ARN ISSUER HSBC 16.335% D 500,000 506,250
    T. ROWE PRICE GROUP 67,013 93,408
    TAIWAN SEMICONDUCTOR MFG CO LT 63,213 135,428
    TARGET CORPORATION 121,226 199,655
    TE CONNECTIVITY LTD 39,802 55,450
    TESLA MOTORS INC 166,312 206,056
    TEXAS INSTRUMENTS INC 442,485 870,546
    THE COCA-COLA CO 107,150 116,206
    THE HERSHEY COMPANY 31,434 44,176
    THERMO FISHER SCIENTIFIC INC 589,965 1,022,387
    THOMSON REUTERS CORPORATION 68,415 71,736
    TJX COMPANIES INC 300,775 326,290
    TOTAL FINA ELF S.A 64,338 60,183
    TOYOTA MTR CORP 80,582 90,114
    TRANE TECHNOLOGIES PLC 74,256 134,999
    TRUIST FINANCIAL CORPORATION 599,981 683,050
    UBER 116,078 143,412
    ULTA SALON, COSMETICS & FRAGRA 95,027 126,350
    UNILEVER PLC AMER 74,000 75,088
    UNION PACIFIC 537,978 695,455
    UNITED PARCEL SERVICE 233,744 335,958
    UNITEDHEALTH GROUP INC 508,867 702,061
    US BANCORP 306,531 340,480
    VANGUARD DIVIDEND APPRECIATION 933,265 943,863
    VANGUARD MID-CAP ETF 606,214 878,773
    VERIZON COMMUNICATIONS 229,576 256,796
    VISA INC 956,318 1,329,878
    VMWARE INC 298,114 294,125
    WAL-MART STORES INC 439,424 613,358
    WALT DISNEY HOLDINGS CO 437,809 660,220
    WASTE MANAGEMENT INC 73,986 92,339
    WEC ENERGY GROUP, INC 214,785 339,959
    WESTERN ASSET MIDDLE MARKET IN 5,343 4,289
    WESTERN ASSET SMASH SERIES C F 533,395 563,516
    WESTERN ASSET SMASH SERIES EC 1,039,842 1,097,973
    WESTERN ASSET SMASH SERIES M F 721,167 754,836
    WIX COM LTD 37,205 67,489
    WORKDAY INC 37,643 39,536
    XCEL ENERGY INC 53,104 67,137
    YANDEX N V 20,719 31,102
    ZOETIS INC 434,743 719,429

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    The Morgridge Family Foundation
    EIN:
    26-2336633
    US Government Securities - End of Year Book Value:

    2,302,194
    US Government Securities - End of Year Fair Market Value:

    2,414,093
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2020 InvestmentsOtherSchedule2
    Name:
    The Morgridge Family Foundation
    EIN:
    26-2336633
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BLACKSTONE GROWTH ACCESS FUND   683,786 727,562
    BLACKSTONE GSO SECURED LENDING   4,575,000 4,511,062
    BLACKSTONE RE INCOME TRUST INC   5,376,291 5,420,054
    GA RV (CLASS A) CONTINUATION,   189,217 6,225,936
    GENERAL ATLANTIC INVESTMENT PA   6,600,580 10,492,537
    GENERAL ATLANTIC PARTNERS (BER   10,317,385 17,594,729
    GENERAL ATLANTIC PARTNERS (BER   28,307,750 47,276,359
    GENERAL ATLANTIC PARTNERS (BER   953,887 1,297,494
    GENERAL ATLANTIC PARTNERS 100   13,209,163 39,114,073
    GENERAL ATLANTIC PARTNERS 93 L   6,639,387 24,667,192
    GENERAL ATLANTIC PARTNERS 95 L   959,926 5,901,347
    GENERAL ATLANTIC PARTNERS 99C,   899,628 650,553
    GENERAL ATLANTIC PARTNERS AIV-   9,650,177 17,484,038
    LEGACY VENTURE (X) LLC   145,242 143,364
    LEGACY VENTURE VIII LLC   3,614,470 6,748,333
    RISE OF THE REST SEED FD II AI   121 121
    RISE OF THE REST SEED FUND II,   202,838 202,420

    TY 2020 LandEtcSchedule2
    Name:
    The Morgridge Family Foundation
    EIN:
    26-2336633
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BLDG - BELLAIRE   0 0 359,984
    BLDG - AMHERST 2,662,491 119,471 2,543,020 4,029,882
    BLDG 455 S PIERCE 840,196 71,810 768,386 717,936
    BLDG IMP - AMHERST 1,364,992 43,750 1,321,242 1,391,848
    BLDG IMP - PIERCE 1,873,371 160,117 1,713,254 1,906,234
    EQUIP - AMHERST 14,367 2,907 11,460 11,460
    EQUIP - AMHERST 5,970 1,208 4,762 4,762
    FURN - PIERCE 6,246 1,264 4,982 4,982
    FURNITURE 3,735 3,471 264 264
    FURN - AMHERST 166,441 41,610 124,831 124,831
    LAND - BELLAIRE 318,750   318,750 318,750
    LAND - AMHERST 154,366   154,366 154,366
    LAND - PIERCE 210,049   210,049 210,049
    LAND IMP - AMHERST 25,435 2,403 23,032 25,435
    LAND IMP - PIERCE 8,644 1,920 6,724 7,300
    LAND IMP - PIERCE 8,384 1,817 6,567 6,567
    LAND IMP - PIERCE 22,900 3,817 19,083 27,910
    BLDG IMP - PIERCE 8,302 497 7,805 7,805
    BLDG IMP - PIERCE 4,101 263 3,838 3,838
    BCI ONLINE COURSE 12,948 1,079 11,869 11,869
    LAND - BELLAIRE 57,182   57,182 57,182
    BLDG - BELLAIRE       31,407
    BLDG IMP - AMHERST 26,856 689 26,167 26,169
    EQUIP - AMHERST 1,374 196 1,178 1,178
    FURN - AMHERST 4,570 653 3,917 3,918
    BLDG IMP - PIERCE 20,460 525 19,935 20,198
    BLDG - BELLAIRE 359,984   359,984 360,000
    BLDG IMP - BELLAIR        


    TY 2020 LegalFeesSchedule
    Name:
    The Morgridge Family Foundation
    EIN:
    26-2336633
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Document Review/Drafting 42,983     42,983
    General Consultations 8,338     8,338


    TY 2020 OtherAssetsSchedule
    Name:
    The Morgridge Family Foundation
    EIN:
    26-2336633
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    IMPACT 100 GLOBAL ADV CNCL PRI   350,000 350,000
    MERIT AMERICA - PRI   3,500,000 3,500,000
    UNCHARTED INC - PRI   248,000 248,000


    TY 2020 OtherExpensesSchedule
    Name:
    The Morgridge Family Foundation
    EIN:
    26-2336633
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 190,490     190,490
    Bank Charges 711 711    
    Cell Phone Expense 121     121
    Computers/Electronic Devices 6,071     6,071
    Equipment/Furniture Purchase 15,987     15,987
    Foundation Dues & Memberships 231     231
    Indemnification Insurance 1,924     1,924
    Insurance Premiums 4,700     4,700
    K-1 Exp GA RV (CLASS A) CONTIN 723 723    
    K-1 EXP GEN ATLANTIC INV PTR I 127,473 127,471    
    K-1 EXP GAP BERMUDA III LP 24,915 24,915    
    K-1 EXP GAP IV LP 73,740 56,468    
    K-1 EXP GAP BERMUDA OCEAN AIV 1,463 1,463    
    K-1 EXP GAP 100 LP 22,078 22,000    
    K-1 EXP GAP 93 LP 8,006 8,006    
    K-1 EXP GAP 95 LP 227 227    
    K-1 EXP GAP 97G LP 2,432 2,432    
    K-1 EXP GAP 98G LP 3,617 3,617    
    K-1 EXP GAP 99C LP 2,953 2,953    
    K-1 EXP GAP AIV-1 A LP 78,697 64,996    
    K-1 Exp LEGACY VENTURE (X) LLC 4,758 4,758    
    K-1 EXP LEGACY VENTURE VIII 165,851 165,849    
    K-1 EXP RISE OF THE RST SD AIV 165 165    
    K-1 EXP RISE OF THE RST SD II 42,727 42,726    
    Office & Supplies 53,890     53,890
    Payroll Processing Fees 17,109     17,109
    Postage/Delivery Service 2,978     2,978
    Property insurance 13,918     13,918
    State or Local Filing Fees 519     519
    Website Hosting/Support 1,922     1,922
    SHIPPING - EGM 5,787   962 4,825


    TY 2020 OtherIncomeSchedule2
    Name:
    The Morgridge Family Foundation
    EIN:
    26-2336633
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss ENERGY TFR OPERATING LP - SER E 28,500 28,500  
    K-1 Inc/Loss ENERGY TFR PTNS LP - PFD SER D 28,592 28,592  
    K-1 Inc/Loss GEN ATL INV PTRS I LP 140,541 140,541  
    K-1 Inc/Loss GEN ATL PTRS (BERMUDA) III 238,762 238,762  
    K-1 Inc/Loss GEN ATL PTRS (BERMUDA) IV 336,674 320,684  
    K-1 Inc/Loss GEN ATL PTRS BERMUDA OC AIV 82 82  
    K-1 Inc/Loss GENERAL ATLANTIC PARTNERS 100 LP 56,301 45,202  
    K-1 Inc/Loss GENERAL ATLANTIC PARTNERS 93 LP 23,186 6,696  
    K-1 Inc/Loss GENERAL ATLANTIC PARTNERS 95 LP 94 94  
    K-1 Inc/Loss GENERAL ATLANTIC PARTNERS 97G LP 82 82  
    K-1 Inc/Loss GENERAL ATLANTIC PARTNERS 98G LP 9,340 9,340  
    K-1 Inc/Loss GENERAL ATLANTIC PARTNERS 99C, LP 126 126  
    K-1 Inc/Loss GENERAL ATLANTIC PARTNERS AIV-1 A, LP -21,490 21,170  
    K-1 Inc/Loss LEGACY VENTURE VIII LLC 2,192 3,125  
    K-1 Inc/Loss RISE OF THE REST SEED FUND II, LP 850 850  
    Class Action Lawsuit Proceeds 1,478 1,478  
    Federal Tax Refund 82,800    
    Interest Income from Notes RECEIVABLE 23,086 23,086  
    BOOK SALES - SEE PARTS IX-A & XVI-A 962   962


    TY 2020 OtherIncreasesSchedule
    Name:
    The Morgridge Family Foundation
    EIN:
    26-2336633
    Description Amount
    IN-KIND GRANTS 11,794


    TY 2020 OtherLiabilitiesSchedule
    Name:
    The Morgridge Family Foundation
    EIN:
    26-2336633
    Description Beginning of Year - Book Value End of Year - Book Value
    CREDIT CARD PAYABLE   18,738


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

    TY 2020 OtherNotesLoansRcvblLongSch
    Name:
    The Morgridge Family Foundation
    EIN:
    26-2336633

    Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
    HERO NEXT DOOR PRODUCTIONS LLC   1,000,000 600,000 2015-04 2024-06 SEMI-ANNUAL INSTALLMENTS OF AT LEAST $100,000 EACH 800 % INTEREST IN REVENUES FROM FILM PRODUCTION INVESTMENT CASH 1,000,000

    TY 2020 OtherProfessionalFeesSchedule
    Name:
    The Morgridge Family Foundation
    EIN:
    26-2336633
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Appraisal Services 2,750     2,750
    Investment Management Services 1,950,706 1,950,706    
    Philanthropic Consulting Srvcs 218,604     218,604
    Website Development 16,380     16,380
    401(K) ADMINISTRATOR FEES 1,762     1,762
    DATABASE MANAGEMENT 6,788     6,788
    LITERARY AGENT COMMISSION 46     46
    PUBLIC RELATIONS 3,118     3,118
    TRAINING & PROF DEVELOPMENT 2,500     2,500


    TY 2020 TaxesSchedule
    Name:
    The Morgridge Family Foundation
    EIN:
    26-2336633
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2020 151,700      
    990-PF Excise Tax for 2019 1,123      
    990-PF Extension for 2019 134,142      
    990-T Extension for 2019 151,500      
    990-T Income Tax for 2019 93,757      
    Foreign Tax Paid 5,558 5,558    
    IRS Miscellaneous Fee (990PF) 6,272      
    Property Taxes 1,762     1,762
    State Income Tax 2019 46,085