Form990-PF
Click to see attachment
Click to see attachmentClick 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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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$378,196,191J 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) 4,000,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 60,209 60,209  
4 Dividends and interest from securities... 3,226,711 3,226,711  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 37,292,878
b Gross sales price for all assets on line 6a 53,807,507
7 Capital gain net income (from Part IV, line 2)... 36,587,495
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 629,881 486,720 719
12 Total. Add lines 1 through 11........ 45,209,679 40,361,135 719
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 80,000     80,000
14 Other employee salaries and wages...... 848,211     848,211
15 Pension plans, employee benefits....... 236,611     236,611
16a Legal fees (attach schedule)......... Click to see attachment 7,822 0 0 7,822
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 2,372,702 2,110,799   261,903
17 Interest............... 104      
18 Taxes (attach schedule) (see instructions)... Click to see attachment 695,319 10,223    
19 Depreciation (attach schedule) and depletion... Click to see attachment 227,554   0
20 Occupancy.............. 120,170     120,170
21 Travel, conferences, and meetings....... 159,641     159,641
22 Printing and publications.......... 7,846     7,846
23 Other expenses (attach schedule)....... Click to see attachment 1,138,046 660,166 719 393,368
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,894,026 2,781,188 719 2,115,572
25 Contributions, gifts, grants paid....... 11,254,417 11,253,520
26 Total expenses and disbursements. Add lines 24 and 25 17,148,443 2,781,188 719 13,369,092
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 28,061,236
b Net investment income (if negative, enter -0-) 37,579,947
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 17,539,370 30,732,381 30,732,381
3 Accounts receivable bullet2,763
Less: allowance for doubtful accounts bullet   5,521 2,763 2,763
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) bullet400,000
Less: allowance for doubtful accounts bullet   600,000 Click to see attachment400,000 400,000
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 2,302,194 Click to see attachment647,121 665,834
b Investments—corporate stock (attach schedule)....... 76,073,507 Click to see attachment106,603,928 147,207,313
c Investments—corporate bonds (attach schedule)....... 4,753,047 Click to see attachment3,071,267 3,077,508
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 92,324,848 Click to see attachment78,683,921 182,429,054
14 Land, buildings, and equipment: basis bullet8,770,359
Less: accumulated depreciation (attach schedule) bullet687,021 7,722,648 Click to see attachment8,083,338 8,083,338
15 Other assets (describe bullet) Click to see attachment4,098,000 Click to see attachment5,598,000 Click to see attachment5,598,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 205,419,135 233,822,719 378,196,191
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 attachment18,738 Click to see attachment228,310
23 Total liabilities (add lines 17 through 22)......... 18,738 228,310
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 205,400,396 233,594,409
29 Total net assets or fund balances (see instructions)..... 205,400,396 233,594,409
30 Total liabilities and net assets/fund balances (see instructions). 205,419,134 233,822,719
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
205,400,396
2
Enter amount from Part I, line 27a .....................
2
28,061,236
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
132,777
4
Add lines 1, 2, and 3 ..........................
4
233,594,409
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
233,594,409
Form 990-PF (2021)
Form 990-PF (2021)
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 GA ARGUS MEDIA EXIT LP P 2021-03-26 2021-06-30
d GA HOWDEN GROUP EXIT, LP P 2021-03-26 2021-06-30
e GA SANFER EXIT, LP P 2021-03-26 2021-06-30
(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 46,173,863   41,105,374 5,068,489
b       31,503,337
c 2,740,894   2,737,859 3,035
d 4,013,302   4,007,840 5,462
e 879,448   872,276 7,172
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       5,068,489
b        
c       3,035
d       5,462
e       7,172
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 36,587,495
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 522,361
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- ..... 5 522,361
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 275,346
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 275,346
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 3,186
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 250,201
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCO
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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 30,430 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    John D Morgridge Pres, Dir
    30.0     		20,000 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    John C Morgridge Dir
    30.0     		20,000 14,896 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Michelle N Morgridge Dir
    30.0     		20,000 19,836 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
    JOHN FARNAM Chief of Staff
    40.0     		221,648 15,321  
    4242 EAST AMHERST AVE
    DENVER,CO80222
    TONY COHN Director of Strategy
    40.0     		112,661 5,437  
    4242 EAST AMHERST AVE
    DENVER,CO80222
    EMMA J SPOFFORD Executive Assistant
    40.0     		106,052 40,713  
    4242 EAST AMHERST AVE
    DENVER,CO80222
    KELSEY THOMPSON COMMUNICATIONS MGR
    40.0     		87,651 7,405  
    4242 EAST AMHERST AVE
    DENVER,CO80222
    MEREDITH DREMAN DIRECTOR OF MFF PUB
    40.0     		82,588 7,316  
    4242 EAST AMHERST AVE
    DENVER,CO80222
    Total number of other employees paid over $50,000...................bullet 3
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 1,401,607
    600 Steamboat Rd Ste 105
    GREENWICH,CT06830
    MERRILL LYNCH Investment Mgmt 726,874
    153 EAST 53RD STREET 47TH FLOOR
    NEW YORK,NY10022
    KAHN CONSTRUCTION CORP CONSTRUCTION 454,741
    7310 S Alton Way
    CENTENNIAL,CO80112
    SPARKS & HONEY PHILANTHROPIC 220,000
    437 MADISON AVENUE
    NEW YORK,NY10022
    FOUNDATION SOURCE Administrative 190,000
    55 Walls Drive 3rd Fl
    FAIRFIELD,CT06824
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part VIII-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 ATTACHMENT 66,982
    2 MORGRIDGE ACCELERATION PROGRAM - SEE GENERAL EXPLANATION STATEMENT 54,660
    3  
    4  
    Part VIII-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 1,500,000
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet1,500,000
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    135,864,293
    b
    Average of monthly cash balances.......................
    1b
    20,241,042
    c
    Fair market value of all other assets (see instructions)................
    1c
    184,677,771
    d
    Total (add lines 1a, b, and c).........................
    1d
    340,783,106
    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
    340,783,106
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    5,111,747
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    335,671,359
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    16,783,568
    Part X
    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 IX, line 6..................
    1
    16,783,568
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    522,361
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    133,721
    c
    Add lines 2a and 2b............................
    2c
    656,082
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    16,127,486
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    131,880
    5
    Add lines 3 and 4............................
    5
    16,259,366
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    16,259,366
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 16,259,366
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 1,255,589
    b Total for prior years:2019, 2018, 2017  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 15,457,336
    a Applied to 2020, but not more than line 2a 1,255,589
    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 2021 distributable amount..... 10,201,747
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021.    
    (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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		6,057,619
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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 support for the Tedx Cherry Creek series for women 5,000
    50 IN 52 JOURNEY
    16891 EAST 107TH AVE
    COMMERCE CITY,CO80022     		N/A PC MAP training for Mentor and Fellow professional coaching 1,200
    ADVENTURE CYCLING ASSOCIATION
    150 E PINE ST
    MISSOULA,MT59802     		N/A PC General & Unrestricted 20,000
    ALLIANCE FOR CHOICE IN EDUCATION
    5251 DTC PKWY STE 1150
    GREENWOOD VILLAGE,CO80111     		N/A PC scholarship support 5,000
    ALLIANCE FOR CHOICE IN EDUCATION
    5251 DTC PKWY STE 1150
    GREENWOOD VILLAGE,CO80111     		N/A PC General & Unrestricted 200,000
    ALTA VISTA CENTER FOR AUTISM (DBA FIREFLY AUTISM H
    2001 HOYT ST
    LAKEWOOD,CO80215     		N/A PC To fund the Morgridge Family Fellowship program 350,000
    ALTA VISTA CENTER FOR AUTISM (DBA FIREFLY AUTISM H
    2001 HOYT ST
    LAKEWOOD,CO80215     		N/A PC facilitate a site visit for the MAP Fellow 1,250
    ALTA VISTA CENTER FOR AUTISM (DBA FIREFLY AUTISM H
    2001 HOYT ST
    LAKEWOOD,CO80215     		N/A PC support the work of FireFly through its ABA Therapeutic approach and training 6,000
    ALTA VISTA CENTER FOR AUTISM (DBA FIREFLY AUTISM H
    2001 HOYT ST
    LAKEWOOD,CO80215     		N/A PC support the scholarship efforts of FireFly Autism through "Laugh Yourself Blue" 5,282
    ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI
    225 N MICHIGAN AVE 17TH FL
    CHICAGO,IL60601     		N/A PC General & Unrestricted 100
    AMERICAN ASSOCIATION OF MUSEUMS
    2451 CRYSTAL DR STE 1005
    ARLINGTON,VA22202     		N/A PC support the annual gathering of museum executives 27,500
    AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RE
    1789 MASSACHUSETTS AVE NW
    WASHINGTON,DC20036     		N/A PC scholarship of the President of AEI 600,000
    AMERICAN UNIVERSITY
    4400 MASSACHUSETTS AVE NW
    WASHINGTON,DC20016     		N/A PC General & Unrestricted 100
    ARTS COUNCIL OF BIG SKY
    PO BOX 160308
    BIG SKY,MT59716     		N/A PC support the educational focus of the Arts Council 1,000
    ARTS COUNCIL OF BIG SKY
    PO BOX 160308
    BIG SKY,MT59716     		N/A PC General & Unrestricted 1,043
    ASPEN COMMUNITY FOUNDATION
    455 GOLD RIVERS COURT STE 515
    BASALT,CO81621     		N/A PC Covid Relief Efforts 195,000
    AVANTI FELLOWS USA
    3500 PALMILLA DR UNIT 5006
    SAN JOSE,CA95134     		N/A PC support the deployment of two additional coders to develop online content 50,000
    BAYOU DISTRICT FOUNDATION
    320 JULIA ST
    NEW ORLEANS,LA70130     		N/A PC support the District's work on Hurricane Henri 5,000
    BIG GREEN
    1637 PEARL ST STE 201
    BOULDER,CO80302     		N/A PC support the development of school based gardens and curriculum 25,000
    BIG MOUNTAIN WILDLIFE AND ANIMAL SANCTUARY
    PO BOX 1087
    FAIRPLAY,CO80440     		N/A PC General & Unrestricted 500
    BIG SKY YOUTH EMPOWERMENT PROJECT INC
    PO BOX 6757
    BOZEMAN,MT59771     		N/A PC Morgridge Acceleration Program 311
    BISHOP MCNAMARA HIGH SCHOOL
    6800 MARLBORO PIKE
    FORESTVILLE,MD20747     		N/A PC support the professional learning focused on STEM at the school 17,000
    BISHOP MCNAMARA HIGH SCHOOL
    6800 MARLBORO PIKE
    FORESTVILLE,MD20747     		N/A PC General & Unrestricted 250
    BOOK TRUST
    8390 E CRESCENT PKWY STE 300
    GREENWOOD VILLAGE,CO80111     		N/A PC General & Unrestricted 500
    BOOK TRUST
    8390 E CRESCENT PKWY STE 300
    GREENWOOD VILLAGE,CO80111     		N/A PC support the distribution of books for elementary public school students 25,000
    BOULDER FOOD RESCUE
    3280 N DOWNING ST STE E
    DENVER,CO80205     		N/A PC support the translation from English to Spanish for the Fresh Food Connect app 6,000
    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 Student Support Foundation Clubs 4,000
    BRINK LITERACY PROJECT
    13999 COUNTY RD 102
    ELBERT,CO80106     		N/A PC General & Unrestricted 249
    BRINK LITERACY PROJECT
    13999 COUNTY RD 102
    ELBERT,CO80106     		N/A PC facilitate a site visit for the MAP fellow 1,250
    CAMP KESEM NATIONAL
    10586 W PICO BLVD 196
    LOS ANGELES,CA90064     		N/A PC General & Unrestricted 103
    CAROLINA POODLE RESCUE
    6705 UNION HWY
    PACOLET,SC29372     		N/A PC General & Unrestricted 154
    CENTER ON RURAL INNOVATION INC
    PO BOX 392
    HARTLAND,VT05048     		N/A PC support the Americorps engagement to expand support services in rural communities 25,000
    CLEAN AIR TASK FORCE INC
    114 STATE ST 6TH FL
    BOSTON,MA02109     		N/A PC General & Unrestricted 158
    CLIMB HIRE INC
    494 BOYNTON AVE
    BERKELEY,CA94707     		N/A PC Support the next Colorado cohort of Climbers 50,000
    COLORADO COMMUNITY SHELTER PROVIDERS INC DBA HOMEA
    7353 S ALTON WAY STE A200
    CENTENNIAL,CO80112     		N/A PC support the Builders for Babies campaign to secure 1.5 million diapers for families in need 10,000
    COLORADO OPEN LANDS
    1546 COLE BLVD
    LAKEWOOD,CO80401     		N/A PC support the creation of a Morgridge Fellow for the organization 45,200
    COLORADO ROCKIES BASEBALL CLUB FOUNDATION
    COORS FIELD 2001 BLAKE ST
    DENVER,CO80205     		N/A PC support the emergency grants the Foundation makes to families throughout the state 2,500
    COLORADO STATE UNIVERSITY
    6003 CAMPUS DELIVERY
    FORT COLLINS,CO80523     		N/A GOV General & Unrestricted 177
    COLORADO STATE UNIVERSITY FOUNDATION
    PO BOX 1870
    FORT COLLINS,CO80522     		N/A PC facilitate a site visit for the MAP fellow for the Spur Campus 1,250
    COMMIT FOUNDATION
    280 WEST KAGY BLVD STE D313
    BOZEMAN,MT59715     		N/A PC General & Unrestricted 174
    COMMIT FOUNDATION
    280 WEST KAGY BLVD STE D313
    BOZEMAN,MT59715     		N/A PC facilitate a site visit for the MAP fellow 1,250
    COMMIT FOUNDATION
    280 WEST KAGY BLVD STE D313
    BOZEMAN,MT59715     		N/A PC Morgridge Acceleration Program 406
    COMMUNITY FIRST FOUNDATION
    5855 WADSWORTH BYP STE A
    ARVADA,CO80003     		N/A PC General & Unrestricted 3,775
    COMMUNITY FOUNDATION MARTIN ST LUCIE INC
    851 SE MONTEREY COMMONS BLVD
    STUART,FL34996     		N/A PC Impact 100 St. Lucie grant award celebration event 5,000
    COMMUNITY FOUNDATION OF GREATER DUBUQUE
    700 LOCUST ST STE 195
    DUBUQUE,IA52001     		N/A PC Covid Relief Efforts 75,000
    COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY INC
    2150 OAKLEY SEAVER DR
    CLERMONT,FL34711     		N/A PC Covid Relief Efforts 70,000
    DALLAS COUNTY COMMUNITY COLLEGE DISTRICT FOUNDATIO
    1601 BOTHAM JEAN BLVD
    DALLAS,TX75215     		N/A PC support the design and development of student facing app that will help ensure academic success and graduation/completion of a degree 140,855
    DENVER ART MUSEUM INC
    100 W 14TH AVE PKWY
    DENVER,CO80204     		N/A PC support the launch of the Gio Ponti building 15,000
    DENVER ART MUSEUM INC
    100 W 14TH AVE PKWY
    DENVER,CO80204     		N/A PC Renovation of the Creative Hub in the North Building 1,250,000
    DENVER CENTER FOR THE PERFORMING ARTS
    1101 13TH ST
    DENVER,CO80204     		N/A PC support the education programming of the DCPA 5,000
    DENVER SCHOOL OF SCIENCE AND TECHNOLOGY INC
    3401 QUEBEC ST STE 2000
    DENVER,CO80207     		N/A PC support Pi Day activities 1,000
    DENVER ZOOLOGICAL FOUNDATION INC
    2300 STEELE ST
    DENVER,CO80205     		N/A PC in support of the science and conservation happening at the Denver Zoo 5,000
    DENVER ZOOLOGICAL FOUNDATION INC
    2300 STEELE ST
    DENVER,CO80205     		N/A PC General & Unrestricted 500
    DONORSCHOOSE ORG
    134 W 37TH ST 11TH FL
    NEW YORK,NY10018     		N/A PC General & Unrestricted 3,313
    DUNNELLON HIGH SCHOOL
    10055 SW 180 AVE RD
    DUNNELLON,FL34432     		N/A GOV Student Support Foundation Clubs 4,000
    EAST HIGH SCHOOL
    2222 E WASHINGTON AVE
    MADISON,WI53704     		N/A GOV Student Support Foundation Clubs 4,000
    EPILEPSY FOUNDATION OF COLORADO
    5889 GREENWOOD PLZ BLVD
    GREENWOOD VILLAGE,CO80111     		N/A PC General & Unrestricted 260
    FEED AND INSTRUCT THE HUNGRY NEIGHBORHOOD CENTER I
    14727 TIMBER VILLAGE RD
    GROVELAND,FL34736     		N/A PC matching grant toward the Live Well Foundation's grant to address food insecurity 10,000
    FORD'S THEATRE SOCIETY
    514 10TH ST NW
    WASHINGTON,DC20004     		N/A PC Lincoln's Legacy, Our Legacy: Ford's Theatre's Campaign for the Future campaign 50,000
    FORD'S THEATRE SOCIETY
    514 10TH ST NW
    WASHINGTON,DC20004     		N/A PC to support the Lincoln Society at Ford's Theatre 50,000
    FOUNDATION FOR DUBUQUE PUBLIC SCHOOLS
    700 LOCUST ST STE 195
    DUBUQUE,IA52001     		N/A PC Student Support Foundation Clubs 8,000
    FRIENDS OF CHILDREN WITH DOWN SYNDROME OF COLORADO
    4949 E EASTMAN AVE
    DENVER,CO80222     		N/A PC General & Unrestricted 102
    FRIENDS OF FOOTHILLS ANIMAL SHELTER
    580 MC INTYRE ST
    GOLDEN,CO80401     		N/A PC General & Unrestricted 258
    FRIENDS OF THE LYRIC INC
    59 SW FLAGLER AVE
    STUART,FL34994     		N/A PC support The Next Act campaign to restore the historic theatre 10,000
    GALLATIN RIVER TASK FORCE
    PO BOX 160513
    BIG SKY,MT59716     		N/A PC General & Unrestricted 500
    GETTING OUT AND STAYING OUT INC
    75 E 116TH ST
    NEW YORK,NY10029     		N/A PC Morgridge Acceleration Program 354
    GLOBAL CONSERVATION CORPS INC
    175 LANEY COURT
    MCDONOUGH,GA30252     		N/A PC General & Unrestricted 256
    GLOBAL NETWORK FOUNDATION INC
    PO BOX 57341
    ATLANTA,GA30343     		N/A PC matching grant for India Needs Oxygen 50,000
    GOODWILL EDUCATION INITIATIVES INC
    1635 W MICHIGAN ST
    INDIANAPOLIS,IN46222     		N/A PC in support of the work this organization does in foster care 500
    GREATER GALLATIN UNITED WAY INC
    945 TECHNOLOGY BLVD STE 101F
    BOZEMAN,MT59718     		N/A PC Covid Relief Efforts 69,500
    GREATER GOOD CHARITIES
    600 UNIVERSITY ST
    SEATTLE,WA98101     		N/A PC General & Unrestricted 369
    GREATER GOOD CHARITIES
    600 UNIVERSITY ST
    SEATTLE,WA98101     		N/A PC to support the forensic science to stop illegal wildlife trafficking work at the Taronga Zoo 20,000
    GUARDIANS FOR NEW FUTURES INC
    8561 COMMERCE CENTRE DR
    PORT ST LUCIE,FL34986     		N/A PC to support the launch of the Child Advocacy Center in Martin County, FL 283,000
    HEART OF FLORIDA UNITED WAY
    1940 CANNERY WAY
    ORLANDO,FL32804     		N/A PC Covid Relief Efforts 71,000
    HILLSDALE COLLEGE
    33 E COLLEGE ST
    HILLSDALE,MI49242     		N/A PC to support the Blake Center on the campus 25,000
    HUMANE SOCIETY FOR HAMILTON COUNTY INC
    10501 HAGUE RD
    FISHERS,IN46038     		N/A PC General & Unrestricted 150
    HUMANE SOCIETY INTERNATIONAL
    1255 23RD ST NW STE 450
    WASHINGTON,DC20037     		N/A PC animal protections in India 50,000
    HUMANE SOCIETY OF THE UNITED STATES
    1255 23RD ST NW STE 450
    WASHINGTON,DC20037     		N/A PC General & Unrestricted 612
    IMAGINE WORLDWIDE
    1080 EDGEWOOD AVE
    MILL VALLEY,CA94941     		N/A PC support the research and evaluation of the digital literacy and numeracy content for students in Bangladesh 150,000
    IMPACT 100 GLOBAL ADVISORY COUNCIL
    2840 W BAY DR 113
    BELLEAIR BLUFFS,FL33770     		N/A PC unrestricted grant to support philanthropy education 10,000
    IMPACT 100 GLOBAL ADVISORY COUNCIL
    2840 W BAY DR 113
    BELLEAIR BLUFFS,FL33770     		N/A PC support philanthropy for women through collective giving circles around the world 67,000
    IMPACT 100 GLOBAL ADVISORY COUNCIL
    2840 W BAY DR 113
    BELLEAIR BLUFFS,FL33770     		N/A PC General & Unrestricted 100
    IMPACT 100 METRODENVER
    PO BOX 6416
    DENVER,CO80206     		N/A PC to support the philanthropic activities of the Chapter and its members 9,900
    INTERMOUNTAIN CHILDRENS SERVICES
    3240 DREDGE DR
    HELENA,MT59602     		N/A PC General & Unrestricted 100
    ISLANDS OF BRILLIANCE INC
    2122 E EDGEWOOD AVE
    SHOREWOOD,WI53211     		N/A PC to support the mission of the organization as it relates to families living with children on the Autism Spectrum 500
    JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCA
    1120 20TH ST NW STE 520S
    WASHINGTON,DC20036     		N/A PC to facilitate a site visit for the MAP fellow 1,250
    JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCA
    1120 20TH ST NW STE 520S
    WASHINGTON,DC20036     		N/A PC Morgridge Acceleration Program 315
    JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCA
    1120 20TH ST NW STE 520S
    WASHINGTON,DC20036     		N/A PC General & Unrestricted 273
    KENT DENVER COUNTRY DAY SCHOOL
    4000 E QUINCY AVE
    ENGLEWOOD,CO80113     		N/A PC support the activities of the Kent Parents Association through the Sun Devil Run 1,000
    KING BAUDOUIN FOUNDATION UNITED STATES INC
    10 ROCKEFELLER PL 16TH FL
    NEW YORK,NY10020     		N/A PC Barefoot Law for Uganda expansion 35,000
    LA FOLLETTE HIGH SCHOOL
    702 PFLAUM RD
    MADISON,WI53716     		N/A GOV Student Support Foundation Clubs 4,000
    LAKE BUENA VISTA HIGH SCHOOL
    11305 DARYL CARTER PKWY
    ORLANDO,FL32836     		N/A GOV Lake Buena Vista High School/Orange County School 2,000
    LONE TREE ARTS CENTER FUND
    10075 COMMONS ST
    LONE TREE,CO80124     		N/A SO I Support the professional development of educatorswhile students are on site 10,000
    MADISON WEST HIGH SCHOOL
    30 ASH ST
    MADISON,WI53726     		N/A PC Student Support Foundation Clubs 4,000
    MARICOPA COUNTY COMMUNITY COLLEGE DISTRICT FOUNDAT
    2419 W 14TH ST
    TEMPE,AZ85281     		N/A PC Student Support Foundation Clubs 4,000
    MASSACHUSETTS INSTITUTE OF TECH
    77 MASSACHUSETTS AVE
    CAMBRIDGE,MA02139     		N/A PC MIT Solve 683
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY
    600 MEMORIAL DR W98-200
    CAMBRIDGE,MA02139     		N/A PC to facilitate a site visit for the MAP fellow 1,250
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY
    600 MEMORIAL DR W98-200
    CAMBRIDGE,MA02139     		N/A PC This grant supports the development and implementation of solvED. This is support for year one of a three year endeavor. 250,000
    METRO CARING
    1100 E 18TH AVE
    DENVER,CO80218     		N/A PC in support of the Community Food Utility design work in partnership with New Impact 80,000
    MILE HIGH UNITED WAY INC
    711 PARK AVE W
    DENVER,CO80205     		N/A PC women's leadership initiative of the organization 20,000
    MILE HIGH UNITED WAY INC
    711 PARK AVE W
    DENVER,CO80205     		N/A PC Patterson Benero Fund 5,000
    MINDSPARK LEARNING
    455 S PIERCE ST
    LAKEWOOD,CO80226     		N/A PC to support the Fall convening of the MAP fellows and mentors 30,000
    MINDSPARK LEARNING
    455 S PIERCE ST
    LAKEWOOD,CO80226     		N/A PC To support the work Mindspark Learning did for the New Zealand education system over the course 2020 and 2021 125,000
    MINDSPARK LEARNING
    455 S PIERCE ST
    LAKEWOOD,CO80226     		N/A PC General & Unrestricted 256
    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
    MIT ALUMNI FUND
    77 MASSACHUSETTS AVE W92-280
    CAMBRIDGE,MA02139     		N/A PC General & Unrestricted 100
    MONTROSE ROTARY CLUB YOUTH FDN
    PO BOX 3020
    MONTROSE,CO81402     		N/A PC Covid Relief Efforts 70,000
    NATIONAL JEWISH HEALTH
    1400 JACKSON ST
    DENVER,CO80206     		N/A PC to support the Fall convening of the MAP fellows and mentors 10,000
    NATIONAL JEWISH HEALTH
    1400 JACKSON ST
    DENVER,CO80206     		N/A PC to support Morgridge Academy medically fragile students and their educators 6,000
    NATIONAL JEWISH HEALTH
    1400 JACKSON ST
    DENVER,CO80206     		N/A PC 9th of 10 grant payments for the Morgridge Education Campus at National Jewish Health 1,500,000
    NATIONAL JEWISH HEALTH
    1400 JACKSON ST
    DENVER,CO80206     		N/A PC to support the relief efforts of NJH for Covid through Beaux Arts Ball 100,000
    NATIONAL JEWISH HEALTH
    1400 JACKSON ST
    DENVER,CO80206     		N/A PC support the Morgridge Academy and their medically frail students 10,000
    NEW PROFIT INC
    225 FRANKLIN ST SUITE 350
    BOSTON,MA02110     		N/A PC to support the Economic Mobility Initiative 125,000
    NEW PROFIT INC
    225 FRANKLIN ST SUITE 350
    BOSTON,MA02110     		N/A PC to facilitate a site visit for the MAP fellow 1,250
    NEW PROFIT INC
    225 FRANKLIN ST SUITE 350
    BOSTON,MA02110     		N/A PC General & Unrestricted 348
    NEW PROFIT INC
    225 FRANKLIN ST SUITE 350
    BOSTON,MA02110     		N/A PC Morgridge Acceleration Program 500
    NO ONE LEFT BEHIND INC
    PO BOX 3641
    MERRIFIELD,VA22116     		N/A PC Matching funds to evacuate Afghan citizens 25,000
    NORTHEAST IOWA COMMUNITY COLLEGE FOUNDATION INC
    8342 NICC DR
    PEOSTA,IA52068     		N/A PC Student Support Foundation Clubs 8,000
    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 General & Unrestricted 2,021
    ONE4ALL CHARITABLE FUND
    1306 W EASTMAN ST
    BOISE,ID83702     		N/A PC matching grant for India Needs Oxygen campaign in response to Covid 19 50,000
    ONE4ALL CHARITABLE FUND
    1306 W EASTMAN ST
    BOISE,ID83702     		N/A PC to support the workplace activism through philanthropic gifts powered by Cauze 9,100
    PATIENT AIRLIFT SERVICES
    7110 REPUBLIC AIRPORT STE 202
    FARMINGDALE,NY11735     		N/A PC General & Unrestricted 103
    PLYMOUTH STATE UNIVERSITY
    17 HIGH ST MSC 50
    PLYMOUTH,NH03264     		N/A PC Student Support Foundation Clubs ($4,000) and General & Unrestricted ($897) - see General Explanation Attachment 4,897
    PROJECT HELPING
    8100 E ARAPAHOE RD STE 303
    CENTENNIAL,CO80112     		N/A PC to support the mental health benefits of volunteerism the organization promotes 2,500
    PROJECT LIFT INC
    1330 SW 34TH ST
    PALM CITY,FL34990     		N/A PC General & Unrestricted 150
    RAINBOW RAILROAD USA INC
    601 W 26TH ST
    NEW YORK,NY10001     		N/A PC General & Unrestricted 100
    ROLLINS COLLEGE
    PO BOX 85001 DEPT 9921
    ORLANDO,FL32885     		N/A PC Student Support Foundation Clubs 4,000
    ROSE COMMUNITY FOUNDATION
    4500 CHERRY CREEK DR S STE 900
    DENVER,CO80246     		N/A PC Support of the Governor's Fund for Afghanistan Refugees in Colorado 25,000
    ROUTT COUNTY UNITED WAY
    PO BOX 774005
    STEAMBOAT SPRINGS,CO80477     		N/A PC Covid Relief Efforts 115,000
    SAILFISH POINT FOUNDATION INC
    2201 SE SAILFISH POINT BLVD
    STUART,FL34996     		N/A PC support the philanthropic efforts of the Foundation in supporting frontline workers, initiatives and programs 25,000
    SHEDD AQUARIUM SOCIETY
    1200 S LAKE SHORE DR
    CHICAGO,IL60605     		N/A PC to facilitate a site visit for the MAP fellow 1,250
    SHEDD AQUARIUM SOCIETY
    1200 S LAKE SHORE DR
    CHICAGO,IL60605     		N/A PC Morgridge Acceleration Program 406
    SHEDD AQUARIUM SOCIETY
    1200 S LAKE SHORE DR
    CHICAGO,IL60605     		N/A PC General & Unrestricted 261
    STEAMBOAT SPRINGS WINTER SPORTS CLUB INC
    PO BOX 774487
    STEAMBOAT SPRINGS,CO80477     		N/A PC in support of the Moose's Loose event 5,000
    STETSON UNIVERSITY INC
    421 N WOODLAND BLVD
    DELAND,FL32723     		N/A PC Student Support Foundation Clubs 4,000
    SUSAN G KOMEN BREAST CANCER FOUNDATION INC
    13770 NOEL RD UNIT 801889
    DALLAS,TX75380     		N/A PC General & Unrestricted 500
    TGR EDUCATION FUND
    12339 SHUMARD LN
    FRISCO,TX75035     		N/A PC General & Unrestricted 63,000
    THE COLORADO MUSEUM OF NATURAL HISTORY
    2001 COLORADO BLVD
    DENVER,CO80205     		N/A PC to facilitate a site visit for the MAP fellow 1,250
    THE COLORADO MUSEUM OF NATURAL HISTORY
    2001 COLORADO BLVD
    DENVER,CO80205     		N/A PC to support the work of the young professionals mission at DMNS 10,000
    THE COLORADO MUSEUM OF NATURAL HISTORY
    2001 COLORADO BLVD
    DENVER,CO80205     		N/A PC General & Unrestricted 640
    THE DRAPER RICHARDS KAPLAN FOUNDATION
    1600 EL CAMINO REAL STE 155
    MENLO PARK,CA94025     		N/A PC support and amplify the entrepreneurs in the incubator 200,000
    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 GAY LESBIAN BISEXUAL & TRANSGENDER COMMUNITY C
    1301 E COLFAX AVE
    DENVER,CO80218     		N/A PC General & Unrestricted 103
    THE SEMINAR NETWORK INC - STAND TOGETHER TRUST
    PO BOX 45913
    BALTIMORE,MD21297     		N/A PC to support the New American University vision of Arizona State University 200,000
    TIGER WOODS FOUNDATION INC
    15440 LAGUNA CANYON RD STE 230
    IRVINE,CA92618     		N/A PC General & Unrestricted 8,815
    TOWN OF PALM BEACH UNITED WAY INC
    44 COCOANUT ROW M201
    PALM BEACH,FL33480     		N/A PC for scholarships for five women from the Black Chamber of Commerce 5,500
    UNITED WAY OF BROWARD COUNTY
    1300 S ANDREWS AVE
    FT LAUDERDALE,FL33316     		N/A PC Covid Relief Efforts 65,000
    UNITED WAY OF CENTRAL NEW MEXICO
    2340 ALAMO AVE SE 2ND FL
    ALBUQUERQUE,NM87106     		N/A PC Covid Relief Efforts 96,000
    UNITED WAY OF DANE COUNTY INC
    2059 ATWOOD AVE
    MADISON,WI53704     		N/A PC Covid Relief Efforts 110,000
    UNITED WAY OF RACINE COUNTY INC
    2000 DOMANIK DR
    RACINE,WI53404     		N/A PC Covid Relief Efforts 63,500
    UNIVERSITY OF MONTANA
    32 CAMPUS DR
    MISSOULA,MT59812     		N/A GOV Morgridge Acceleration Program 501
    UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC
    12424 RESEARCH PKWY STE 250
    ORLANDO,FL32826     		N/A PC Student Support Foundation Clubs 4,000
    UNIVERSITY OF DENVER
    2190 EAST ASBURY AVE
    DENVER,CO80208     		N/A PC General & Unrestricted 150
    UNIVERSITY OF MONTANA FOUNDATION
    PO BOX 7159
    MISSOULA,MT59807     		N/A PC to facilitate a site visit for the MAP fellow 1,250
    UNIVERSITY OF MONTANA FOUNDATION
    PO BOX 7159
    MISSOULA,MT59807     		N/A PC General & Unrestricted 268
    UPCYCLED FOOD FOUNDATION
    5445 DTC PKWY STE P4
    GREENWOOD VLG,CO80111     		N/A SO I Support the expansion plans of the Upcycled Food movement 250,000
    UPSOLVE INC
    228 PARK AVE S PMB 53933
    NEW YORK,NY10003     		N/A PC To provide support and help educate 65,000 additional low-income and working-class Americans on topics related to sound financial decision-making and overcoming financial hardship 50,000
    VERTEX PARTNERSHIP ACADEMIES INC
    1160 BEACH AVE
    BRONX,NY10472     		N/A PC to support the character based education of the Vertex family of schools 250,000
    WAKATIPU COMMUNITY FOUNDATION
    21 BEDFORD ST
    ARROWTOWN,OTAGO9302
    NZ     		N/A PC General & Unrestricted 20,492
    WATER ORG INC
    117 W 20TH ST STE 203
    KANSAS CITY,MO64108     		N/A PC General & Unrestricted 100
    YELLOWSTONE CLUB COMMUNITY FOUNDATION
    1111 RESEARCH DR STE B
    BOZEMAN,MT59718     		N/A PC This grant supports the philanthropic efforts of the Foundation. This is the third payment of 3 for the Triple Black Diamond campaign. 10,000
    HIGH FIVES NONPROFIT FOUNDATION
    10775 PIONEER TRL STE 108
    TRUCKEE,CA96161     		N/A PC General & Unrestricted 524
    Total .................................bullet 3a 11,254,417
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 60,209  
    4 Dividends and interest from securities ....          
    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 705,383 18 36,587,495  
    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 141,883 14 487,192  
    bBOOK SALES         719
    cCLASS ACTION LAWSUIT PROCEEDS     01 87  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 847,266 40,361,694 719
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    41,209,679
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    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) (2021)
    Schedule B (Form 990) (2021) 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
    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.)
    (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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    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 2021 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 2020-01-01 359,984 0 SL 39 6,923   0  
    BLDG - AMHERST 2019-04-08 2,662,491 119,471 SL 39 68,269   0  
    BLDG 455 S PIERCE 2017-09-11 840,196 71,810 SL 39 21,543   0  
    BLDG IMP - AMHERST 2019-09-30 1,391,848 44,438 SL 39 35,688   0  
    BLDG IMP - PIERCE 2017-09-11 1,906,234 161,402 SL 39 48,878   0  
    EQUIP - AMHERST 2019-07-31 15,741 3,104 SL 7 2,249   0  
    EQUIP - AMHERST 2019-08-14 5,970 1,208 SL 7 853   0  
    FURN - PIERCE 2019-07-24 6,246 1,264 SL 7 892   0  
    FURN - PIERCE 2014-01-01 3,735 3,471 SL 7 264   0  
    FURN - AMHERST 2019-04-08 171,011 42,263 SL 7 24,430   0  
    LAND - BELLAIRE 2020-01-01 375,933   L       0  
    LAND - AMHERST 2009-10-07 154,366   L       0  
    LAND - PIERCE 2016-04-11 210,049   L       0  
    LAND IMP - BELLAIR 2021-05-04 40,920   SL 15 1,819   0  
    LAND IMP - AMHERST 2009-10-07 25,435 2,403 SL 15 1,696   0  
    LAND IMP - PIERCE 2017-09-11 31,544 5,737 SL 15 2,103   0  
    LAND IMP - PIERCE 2017-09-26 8,384 1,817 SL 15 559   0  
    BLDG IMP-BELLAIRE 2021-03-08 547,324   SL 39 10,525      
    BCI ONLINE COURSE 2019-10-14 12,948 1,079 SL 15 863      

    TY 2021 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: [CONFORMED SIGNATURE WILL BE ENTERED BEFORE E-FILING THE RETURN] TITLE: [TITLE WILL BE ENTERED BEFORE E-FILING THE RETURN]

    TY 2021 GeneralExplanationAttachment
    Name:
    The Morgridge Family Foundation
    EIN:
    26-2336633
    Identifier Return Reference Explanation
    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.
    FORM 926 FORM 926 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.
    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): $36,587,495 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $705,383 TOTAL PART I, LINE 6A: $37,292,878 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRADED SECURITIES GROSS SALES PRICE: $46,173,863 BOOK BASIS: $41,105,375 NET GAIN/(LOSS): $5,068,489 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $31,503,337 SALES OF OTHER ITEMIZED ASSETS GROSS SALES PRICE: $7,633,644 BOOK BASIS: $7,617,975 NET GAIN/(LOSS): $15,669
    part VIII-A FORM 990-PF, PART VIII-A - SUMMARY OF DIRECT CHARITABLE ACTIVITIES: FORM 990-PF, PART VIII-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 XII, LINE 7: FORM 990-PF, PART XII, LINE 7 THE MORGRIDGE FAMILY FOUNDATION RECEIVED A GRANT OF $4,000,000 IN THE TAXABLE YEAR ENDING DECEMBER 31, 2021 FROM THE TOSA FOUNDATION, A PRIVATE NON-OPERATING FOUNDATION. AS REPORTED ON PART XII, LINE 7, THE MORGRIDGE FAMILY FOUNDATION IS TREATING $4,000,000 OF ITS 2021 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, PARTS I AND XIV: FORM 990-PF, PARTS I AND XIV: TOTAL PART I, LINE 25, COLUMN (A) AND PART XIV, LINE 3A: $11,254,417 LESS AMOUNT NOT TREATED AS QUALIFYING DISTRIBUTION: $897 TOTAL PART I, LINE 25, COLUMN (D): $11,252,520
    IN-KIND GRANTS PART I, LINE 25 AND PART XIV, LINE 3A: PART I, LINE 25 AND PART XIV, LINE 3A: DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING VALUE OF BOOKS: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $897 TOTAL BOOK VALUE OF PROPERTY: $- TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $897 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $897 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: SPIRIT OF THE TRAIL BOOKS UNITS: 52 DATE OF DISTRIBUTION: 8/26/2021 GRANT RECIPIENT: Plymouth State University FMV OF PROPERTY: $897 BOOK VALUE OF PROPERTY: $ - CASH PORTION OF GRANT: $4,000 TOTAL AMOUNT OF GRANT: $4,897

    TY 2021 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 17,570 19,494
    ABBOTT LABORATORIES - 1.150% - 21,109 20,419
    AFLAC INC - 3.625% - 11/15/202 19,990 20,292
    ALLSTATE CORP - 0.750% - 12/15 21,070 20,473
    ALPHABET INC CL C - 3.375% - 0 19,802 20,022
    AMAZON COM - 5.200% - 12/03/20 20,497 20,490
    AMAZON COM INC - 1.500% - 06/0 9,757 9,701
    AMERICAN HONDA FINANCE CORP SE 21,140 20,499
    AMERIPRISE FINANCIAL - 2.875% 17,736 20,012
    APPLE INC - 3.450% - 05/06/202 19,638 20,098
    BANK NEW YORK MELLON - 3.442% 20,963 20,398
    BANK NOVA SCOTIA B CNOTE 1.300 19,967 19,893
    BLACKROCK - 3.200% - 03/15/202 19,167 19,440
    BP CAP MKTS P L C NOTE CALL MA 19,650 20,229
    CHEVRON CORP - 3.326% - 11/17/ 19,492 20,285
    CITIGROUP INC - 3.887% - 01/10 28,109 29,290
    CITIGROUP INC SR GLBL -D NT - 19,394 20,161
    COLGATE PALMOLIVE - 3.250% - 0 19,691 19,924
    COMCAST CORP NOTE - 4.150% - 1 51,824 49,990
    COSTCO - 3.000% - 05/17/2027 20,134 20,366
    CVS CAREMARK CORP NOTE - 4.300 31,106 30,321
    DISNEY WALT CO NOTE - 2.200% - 20,596 20,388
    DTE ELECTRIC CO - 1.770% - 02/ 20,155 19,818
    DUKE ENERGY CAROLINAS - 2.950% 18,231 20,048
    EMERSON ELEC CO - 1.800% - 10/ 21,040 20,099
    ENTERPRISE PRODUCTS - 5.700% - 15,187 19,545
    EXXON MOBIL CORP - 3.176% - 03 19,412 19,858
    GOLDMAN SACHS - 3.800% - 03/15 53,478 49,584
    HOME DEPOT INC NOTE - 3.900% - 21,392 20,286
    ILLINOIS TOOL WORKS - 2.650% - 17,727 19,936
    INTEL CORP - 2.600% - 05/19/20 17,999 19,995
    JOHNSON & JOHNSON - 2.625% - 0 18,804 19,843
    JP MORGAN CHASE - 5.300% - 12/ 791,250 749,993
    JP MORGAN CHASE BANKNA NOTE - 36,821 39,754
    JPMORGAN CHASE & CO FR - 3.875 19,231 20,158
    LOCKHEED MARTIN BOND - 3.550% 19,865 19,494
    MASTERCARD INC NOTE - 3.500% - 20,685 19,762
    MERCK & CO INC - 2.750% - 02/1 18,790 19,903
    MORGAN STANLEY MTN CALL - 0.00 18,268 19,419
    NEXTERA ENERGY - 1.900% - 06/1 20,834 20,797
    NOVARTIS CAPITAL CORP - 3.400% 19,673 20,049
    PEPSICO - 2.375% - 10/06/2026 17,616 19,853
    PHILLIP MORRIS INTL - 2.750% - 17,632 19,780
    PRAXIAR - 3.200% - 01/30/2026 19,319 20,232
    PROCTER AND GAMBLE CO - 2.850% 20,303 20,341
    QUALCOMM INC - 3.250% - 05/20/ 20,039 20,515
    REALTY INCOME CORP - 3.875% - 18,819 20,446
    ROYAL DUTCH SHELL CL A - 2.500 26,961 29,310
    SCHWAB CHARLES CORP PERPETUAL 980,001 999,300
    SCHWAB CHARLES CORP SER A NT - 20,746 20,374
    SIMON PPTY GROUP LP - 3.375% - 33,100 33,356
    STATOIL ASA - 3.250% - 11/10/2 19,321 20,017
    TARGET - 2.500% - 04/15/2026 17,861 19,895
    TJX COS INC - 1.150% - 05/15/2 20,922 20,242
    TOYOTA MOTOR CREDIT CORP - 3.0 20,729 19,941
    UNITED PARCEL SERVICE - 3.050% 20,060 20,298
    UNITEDHEALTH GROUP INC NOTE - 18,475 20,319
    VERIZON COMMUNICATIONS INC - 4 31,839 30,012
    WASTE MANAGEMENT INC - 3.150% 19,937 20,302
    WELLS FARGO - 3.584% - 08/05/2 28,514 30,120
    WELLS FARGO - 4.300% - 07/22/2 31,829 32,329

    TY 2021 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 158,825 202,492
    ABBOTT LABS 597,617 1,087,357
    ABBVIE INC 454,776 668,334
    ACCENTURE PLC 198,810 345,735
    ADOBE SYSTEMS, INC 306,946 690,112
    ADVANCE AUTO PARTS INC 96,587 160,240
    ADVANCED MICRO DEVICES INC 6,785 6,332
    AERCAP HOLDING N.V 7,575 8,178
    AFFIRM HOLDINGS INC CL A 3,914 2,615
    AIR PRODS & CHEM INC 295,059 545,234
    ALCON INC 110,239 157,513
    ALLIANT CORP 3,411 3,750
    ALPHABET INC CL A 1,261,200 2,934,701
    AMAZON COM 2,977,050 4,211,270
    AMDOCS LIMITED 10,709 11,001
    AMEREN CORPORATION 51,512 67,025
    AMERICAN ELECTRIC POWER INC 57,396 65,749
    AMERICAN TOWER REIT INC 353,143 492,863
    AMETEK INC 19,067 19,850
    ANALOG DEVICES INC 100,393 146,241
    ANTHEM INC 176,310 307,327
    AON PLC CL A 58,480 95,278
    APOLLO GLOBAL MANAGEMENT, INC 7,286 7,098
    APPLE INC 1,941,026 4,564,081
    APPLIED MATERIALS INC 365,485 551,704
    APTIV PLC 117,172 176,002
    ASML HOLDING NV NY REG SHS 154,436 292,980
    ASTRAZENECA 200,462 210,224
    AT&T, INC 52,231 44,969
    ATLASSIAN CORP PLC 148,420 271,860
    AUTOMATIC DATA PROCESSING INC 403,465 596,970
    AVALARA INC 272,988 204,252
    AVALONBAY CMNTYS INC 42,737 61,379
    AVERY DENNISON CORP 36,296 61,722
    BANK OF NOVA SCOTIA 178,322 223,673
    BANK OF NOVA SCOTIA 15.00% DUE 1,500,000 1,486,800
    BARCLAYS PLC ADR 136,058 143,730
    BECTON DICKINSON & CO 79,177 77,959
    BEST BUY INC 302,250 262,433
    BIOMARIN PHARMACEUTICAL INC 82,690 93,916
    BJ'S WHLSL CLUB INC 7,852 8,572
    BLACKROCK INC 664,564 1,273,544
    BLACKROCK INNOVATION AND GROWT 25,829 26,025
    BLACKSTONE GSO SECURED LENDING 5,074,999 6,738,866
    BRISTOL-MYERS SQUIBB CO 57,139 70,144
    BROADCOM INC 453,675 1,026,728
    CALVERT EQUITY PORTFOLIO 599,299 1,010,152
    CANADIAN PACIFIC RAILWAY LTD 113,547 115,967
    CAPITAL ONE FINANCIAL CORP 365,919 441,944
    CARRIER GLOBAL 408,004 490,167
    CHEMED CORP 9,003 9,523
    CHEVRON CORP 747,121 948,775
    CHUBB LIMITED 105,823 137,443
    CHURCH & DWIGHT 3,398 3,793
    CISCO SYSTEMS INC 5,918,390 12,257,912
    CITIGROUP INC 677,429 627,754
    CME GROUP, INC 87,226 118,114
    CMS ENERGY CP 40,491 50,999
    COHEN & STEERS LOW DURATION PR 2,245,758 2,202,197
    COMCAST CORP 332,381 426,597
    CONOCOPHILLIPS 530,376 668,242
    CORNING INC 162,708 149,962
    COSTCO WHOLESALE CORPORATION 740,527 1,250,643
    CROWN CASTLE INTL 248,324 550,239
    CROWN HOLDINGS INC 14,876 15,155
    CUMMINS INC 67,343 83,111
    CVS CAREMARK CORP 145,177 217,668
    D R HORTON 135,070 222,214
    DANAHER CORP 654,346 991,965
    DARDEN RESTAURANTS INC 9,107 9,490
    DEERE CO 49,176 101,153
    DEXCOM, INC 101,841 137,459
    DIAGEO PLC ADS 137,628 220,360
    DICK'S SPORTING GDS 5,976 5,290
    DIGITAL RLTY TR INC 78,590 119,387
    DJIA LIRN BOFA 98,342 188,771
    DOVER CORP 139,213 308,175
    DTE ENERGY CO COM 21,596 41,839
    EAST WEST BANCORP, INC 7,248 7,081
    EATON CORP PLC 468,571 642,372
    EBAY INC 88,743 106,267
    ECOLAB INC 138,626 192,833
    EDWARDS LIFESCIENCES 132,739 314,029
    ELI LILLY & CO 256,245 615,971
    ENTERGY CORP 59,454 59,705
    EOG RESOURCES INC 51,091 83,678
    EQUINIX, INC 76,721 158,172
    EQUINOR ASA 171,419 218,355
    EQUITY RESIDENTIAL PPTYS TR 454,601 540,738
    ESTEE LAUDER COMPANIES INC 146,082 309,857
    EVERSOURCE ENERGYINC 158,889 193,333
    EXPEDIA INC 261,769 295,116
    EXTRA SPACE STORAGE 38,500 92,733
    EXXON MOBIL CORP 95,677 99,250
    FERRARI NV 116,257 108,446
    FIDELITY NATIONAL INFORMATION 191,129 150,845
    FIN BSKT SUN ISS 15.45% DUE 12 1,500,000 1,716,000
    FIN BSKT SUN ISS 15.82% DUE 02 2,499,999 2,725,000
    FIRST EAGLE SOGEN GOLD FUND 1,019,244 839,826
    FIRST REPUBLIC BANK 120,882 118,537
    FORD MOTOR COMPANY 250,358 380,756
    FORTINET INC 7,418 7,907
    FORTIVE CORPORATION 177,231 193,243
    FREEPORT-MCMORAN COPPER & GOLD 5,677 6,176
    GARMIN LTD 194,791 214,332
    GENERAC HOLDING INC 241,044 193,204
    GRAINGER W W INC 125,464 203,150
    HDFC BANK LTD ADR 185,580 193,974
    HESS CORP 14,557 13,622
    HILTON WORLDWIDE HOLDINGS, INC 224,094 320,559
    HOME DEPOT INC 799,955 1,805,709
    HONEYWELL INTL 1,208,578 1,491,055
    HUNTINGTON BANCSHARES INC 3,647 3,531
    IDEXX CORP 286,383 377,298
    IHS MARKIT LTD 120,930 246,567
    ILLINOIS TOOL WORKS 134,124 267,038
    INTERCONTINENTAL EXCHANGE, INC 282,212 426,312
    INTERNATIONAL BUSINESS MACHINE 67,690 78,859
    INTERNATIONAL PAPER CO 244,051 197,128
    INTUIT 170,417 433,530
    INTUITIVE SURGICAL 279,691 448,047
    ISHARES MSCI-JAPAN 219,432 222,441
    JACOBS ENGINEERING GP 10,511 10,025
    JOHNSON & JOHNSON 258,574 327,599
    JP MORGAN CHASE 1,246,568 1,859,821
    KLA TENCOR CORP 64,086 194,840
    L3HARRIS TECHNOLOGIES 605,968 584,704
    LABORATORY CORP AMER HLDGS 14,304 15,396
    LAM RESEARCH CORP 41,139 174,753
    LINDE PLC COM 281,859 373,105
    LOCKHEED MARTIN CORP 259,154 342,615
    LOWES COMPANIES INC 205,258 416,928
    LULULEMON ATHLETICA INC 104,141 106,083
    MARSH AND MCLENNAN COMPANIES I 310,654 640,005
    MARVELL TECHNOLOGY, INC 735,952 1,273,942
    MASTERCARD INC 225,598 360,757
    MATCH GROUP INC 9,280 8,596
    MCDONALD'S CORP 324,212 502,631
    MEDTRONIC PLC 633,003 652,356
    MERCADOLIBRE, INC 214,974 176,640
    MERCK & CO INC 618,808 634,962
    META PLATFORMS INC 827,120 1,339,009
    MICROCHIP TECHNOLOGY INC 240,715 426,768
    MICROSOFT CORP 2,549,198 6,050,059
    MISSION PRODUCE 7,493 6,280
    MONDELEZ INTERNATIONAL INC 494,552 610,185
    MONSTER BEVERAGE CORP 142,470 181,324
    MORGAN STANLEY 117,967 113,375
    NATIONAL GRID TRANSCO PLC 141,872 159,755
    NETFLIX INC 599,255 792,209
    NEUBERGER BERMAN NEXT GENERATI 3,091,146 2,677,701
    NEXTERA ENERGY, INC 592,138 1,294,716
    NIKE INC-CL B 202,885 214,171
    NORTHERN TRUST CORPORATION 50,911 70,450
    NORTHROP GRUMMAN CORP 133,307 152,893
    NOVO NORDISK A S 80,428 124,432
    NUTRIEN LTD 206,443 256,808
    NVIDIA CORP 432,054 1,443,492
    NXP SEMICONDUCTORS 169,918 228,919
    O'REILLY AUTOMOTIVE INC 237,730 432,919
    PACKAGING CORP AMER 26,214 36,488
    PALO ALTO NETWORKS INC 151,632 296,753
    PARKER HANNIFIN CP 534,867 653,418
    PAYCHEX 149,507 387,797
    PAYPAL HOLDINGS, INC 372,348 441,654
    PENN TREATY AMER CP 2,151,945 2,069,920
    PEPSICO INC 444,775 701,094
    PHILIP MORRIS INTL 83,986 101,650
    PHILLIPS 66 86,215 97,241
    PIMCO DYNAMIC INCOME OPPORTUNI 5,401,797 5,283,239
    PNC FINANCIAL GROUP INC 372,046 579,302
    PPG INDUSTRIES INC 54,065 56,560
    PROCTER GAMBLE CO 579,629 786,329
    PROLOGIS 487,816 986,085
    PUBLIC SVC ENTERPRISE GROUP IN 10,301 10,944
    QUALCOMM INC 398,320 534,163
    R2000 ARN 18.39% DUE 05/27/202 1,275,000 1,311,593
    R2000 STEPUP 10.25% DUE 01/02/ 2,150,000 2,347,800
    R2000 STEPUP ISSUER BARC - 11. 1,500,000 1,434,000
    R2000 STEPUP ISSUER CIBC- %? - 650,000 650,000
    REALTY INCOME CORP 273,257 302,181
    RELX PLC 72,559 92,417
    ROKU INC 306,049 188,493
    RYANAIR HOLDINGS PLC-ADR COM 131,490 136,201
    SALESFORCE.COM 551,652 863,788
    SANOFI-AVENTIS SPONSORED ADR 134,602 141,432
    SEA LTD 205,193 196,194
    SEMPRA ENERGY COM 267,529 306,228
    SERVICE NOW 395,021 469,956
    SHERWIN-WILLIAMS CO 620,049 724,745
    SK TELECOM ADS ADS 188,051 109,054
    SMH ARN ISSUER BNS 12/23/2022 2,499,999 2,581,500
    SONY GROUP CORP 197,662 286,549
    SPLUNK INC 136,807 107,735
    SPOTIFY TECHNOLOGY SA 98,631 86,123
    STARBUCKS CORP COM 186,515 400,973
    STARWOOD REAL ESTATE INCOME TR 1,326,000 1,513,841
    SX5E STEPUP ISSUER BNS 10.70% 1,500,000 1,624,500
    SX5EW ARN ISSUER RBC 17.51% DU 2,000,000 2,113,000
    SYNCHRONY FINANCIAL 14,444 13,871
    T. ROWE PRICE GROUP 67,013 121,327
    TAIWAN SEMICONDUCTOR MFG CO LT 243,406 336,868
    TARGET CORPORATION 121,772 246,021
    TE CONNECTIVITY LTD 59,721 98,095
    TESLA MOTORS INC 248,467 430,109
    TEXAS INSTRUMENTS INC 372,232 872,051
    THE COCA-COLA CO 126,480 137,190
    THE HERSHEY COMPANY 31,434 56,106
    THERMO FISHER SCIENTIFIC INC 588,536 1,236,396
    THOMSON REUTERS CORPORATION 60,337 84,691
    TJX COMPANIES INC 380,444 448,839
    TORONTO DOMINION 171,533 176,824
    TOTALENERGIES SE 113,594 127,508
    TOYOTA MTR CORP 174,062 206,610
    TRACTOR SUPPLY CO COM 117,032 166,066
    TRANE TECHNOLOGIES PLC 74,256 187,888
    TRUIST FINANCIAL CORPORATION 720,480 942,772
    TWILIO INC 5,393 4,740
    UBER 570,286 504,711
    UDR INC 10,265 11,098
    UIPATH ORD SHS CLASS A 97,831 69,655
    ULTA SALON, COSMETICS & FRAGRA 113,815 188,439
    UNION PACIFIC 515,138 725,306
    UNITED PARCEL SERVICE 600,844 796,916
    UNITEDHEALTH GROUP INC 694,126 1,212,668
    US BANCORP 326,032 432,172
    VALERO ENERGY CORP 44,131 44,615
    VANGUARD MID-CAP ETF 606,214 1,082,773
    VEEVA SYSTEMS INC 12,704 10,475
    VERIZON COMMUNICATIONS 247,541 240,731
    VISA INC 1,216,418 1,392,362
    VOYA FINANCIAL INC 9,475 9,416
    VULCAN MATERIALS CO 3,603 3,736
    WAL-MART STORES INC 592,885 687,712
    WALT DISNEY HOLDINGS CO 796,879 844,305
    WASTE MANAGEMENT INC 81,139 141,364
    WEC ENERGY GROUP, INC 177,780 286,939
    WESTERN ASSET DIVERSIFIED INCO 2,059,203 1,887,577
    WESTERN ASSET SMASH SERIES C F 173,720 187,926
    WESTERN ASSET SMASH SERIES EC 494,761 521,796
    WESTERN ASSET SMASH SERIES M F 261,480 257,808
    WIX COM LTD 136,713 113,135
    WORKDAY INC 143,205 168,006
    XCEL ENERGY INC 53,104 68,174
    YETI HOLDINGS, INC. 9,151 7,538
    ZOETIS INC 510,097 1,033,955

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    The Morgridge Family Foundation
    EIN:
    26-2336633
    US Government Securities - End of Year Book Value:

    647,121
    US Government Securities - End of Year Fair Market Value:

    665,834
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2021 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   2,854,511 3,673,928
    BLACKSTONE RE INCOME TRUST INC   5,675,190 6,965,316
    GA RV (CLASS A) CONTINUATION   181,205 6,727,938
    GENERAL ATL INV PTRS 1 LP   6,471,778 10,187,640
    GEN ATL PTRS BERMUDA III LP   6,798,499 13,011,581
    GEN ATL PTRS BERMUDA IV LP   26,036,573 62,131,590
    GEN ATL PTRS BERMUDA OCEAN AIV   953,240 1,336,433
    GENERAL ATLANTIC PARTNERS 100   12,546,610 38,867,209
    GENERAL ATLANTIC PARTNERS 93   2,280,336 7,548,759
    GENERAL ATLANTIC PARTNERS 95   831,556 5,429,241
    GENERAL ATLANTIC PARTNERS 99C   897,056 631,804
    GENERAL ATLANTIC PTRS AIV-1 A   6,795,019 11,781,665
    LEGACY VENTURE (X) LLC   1,184,497 1,353,226
    LEGACY VENTURE VIII LLC   4,510,710 12,115,630
    RISE OF THE REST SD FD II AIV   35,219 35,219
    RISE OF THE REST SEED FUND II   631,922 631,875

    TY 2021 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 359,984 6,923 353,061 352,292
    BLDG - AMHERST 2,662,491 187,740 2,474,751 4,029,882
    BLDG 455 S PIERCE 840,196 93,353 746,843 746,843
    BLDG IMP - AMHERST 1,391,848 80,126 1,311,722 1,311,722
    BLDG IMP - PIERCE 1,906,234 210,280 1,695,954 1,647,076
    EQUIP - AMHERST 15,741 5,353 10,388 10,388
    EQUIP - AMHERST 5,970 2,061 3,909 3,909
    FURN - PIERCE 6,246 2,156 4,090 4,090
    FURN - PIERCE 3,735 3,735   0
    FURN - AMHERST 171,011 66,693 104,318 104,318
    LAND - BELLAIRE 375,933   375,933 376,000
    LAND - AMHERST 154,366   154,366 154,366
    LAND - PIERCE 210,049   210,049 210,049
    LAND IMP - BELLAIR 40,920 1,819 39,101 39,101
    LAND IMP - AMHERST 25,435 4,099 21,336 21,336
    LAND IMP - PIERCE 31,544 7,840 23,704 23,704
    LAND IMP - PIERCE 8,384 2,376 6,008 6,008
    BLDG IMP-BELLAIRE 547,324 10,525 536,799 535,629
    BCI ONLINE COURSE 12,948 1,942 11,006 11,006


    TY 2021 LegalFeesSchedule
    Name:
    The Morgridge Family Foundation
    EIN:
    26-2336633
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Document Review/Drafting 7,762     7,762
    General Consultations 60     60


    TY 2021 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   5,000,000 5,000,000
    UNCHARTED INC - PRI   248,000 248,000


    TY 2021 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 190,000     190,000
    Bank Charges 1,340 1,340    
    Cell Phone Expense 823     823
    Computers/Electronic Devices 8,619     8,619
    Equipment/Furniture Purchase 15,606     15,606
    Foundation Dues & Memberships 7,320     7,320
    Indemnification Insurance 15,187     15,187
    TRAVEL INSURANCE 2,650     2,650
    K-1 Exp GA ARGUS MEDIA EXIT LP 24,946 24,946    
    K-1 Exp GA HOWDEN GROUP EXIT, 38,384 38,384    
    K-1 Exp GA RV (CLASS A) CONTIN 8,013 8,013    
    K-1 Exp GA SANFER EXIT, LP 27,220 27,220    
    K-1 EXP GEN ATL INV PTRS I 54,772 54,772    
    K-1 EXP GAP BERMUDA III LP 74,084 74,084    
    K-1 EXP GAP BERMUDA IV LP 125,664 89,589    
    K-1 EXP GAP BERMUDA OCEAN AIV 995 995    
    K-1 EXP GAP 100 LP 16,488 16,488    
    K-1 EXP GAP 93 LP 8,538 8,537    
    K-1 EXP GAP 95 LP 143 143    
    K-1 EXP GAP 99C LP 2,545 2,545    
    K-1 EXP GAP AIV-1 A LP 66,092 18,376    
    K-1 Exp LEGACY VENTURE (X) LLC 64,695 64,695    
    K-1 EXP LEGACY VENTURE VIII 167,741 167,740    
    K-1 EXP RISE OF THE RST SD AIV 1,236 1,236    
    K-1 EXP RISE OF THE RST SD II 43,381 43,381    
    Office & Supplies 77,335     77,335
    Payroll Processing Fees 14,176     14,176
    Postage/Delivery Service 6,946     6,946
    Property insurance 19,610     19,610
    SOCIAL MEDIA/ADVERTISING 10,074     10,074
    State or Local Filing Fees 160     160
    TRAINING & PROF DEVELOPMENT 24,055     24,055
    Website Hosting/Support 13     13
    EMPLOYEE BACKGROUND CHECKS 174     174
    OTHER INVESTMENT EXPENSES 17,682 17,682    
    SHIPPING - EGM 1,339   719 620


    TY 2021 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 GA RV (CLASS A) CONTINUATION, LP 1 1  
    K-1 Inc/Loss GEN ATL INV PTRS I LP 180,347 180,347  
    K-1 Inc/Loss GEN ATL PTRS (BERMUDA) III 114,298 114,298  
    K-1 Inc/Loss GEN ATL PTRS (BERMUDA) IV 156,140 133,141  
    K-1 Inc/Loss GEN ATL PTRS BERMUDA OC AIV 12 12  
    K-1 Inc/Loss GEN ATLANTIC PARTNERS 100 LP 211 211  
    K-1 Inc/Loss GEN ATLANTIC PARTNERS 93 LP 116 116  
    K-1 Inc/Loss GEN ATLANTIC PARTNERS 95 LP 16 16  
    K-1 Inc/Loss GEN ATLANTIC PARTNERS 99C LP -27 -27  
    K-1 Inc/Loss GEN ATLANTIC PARTNERS AIV-1 A 144,199 26,370  
    K-1 Inc/Loss LEGACY VENTURE (X) LLC 889 506  
    K-1 Inc/Loss LEGACY VENTURE VIII LLC 30,357 29,133  
    K-1 Inc/Loss RISE OF THE REST SEED FD II AIV LP 101 94  
    K-1 Inc/Loss RISE OF THE REST SEED FUND II 2,415 2,415  
    Class Action Lawsuit Proceeds 87 87  
    BOOK SALES - SEE PARTS VIII-A & XV-A 719   719


    TY 2021 OtherIncreasesSchedule
    Name:
    The Morgridge Family Foundation
    EIN:
    26-2336633
    Description Amount
    RETURNED GRANTS 131,880
    IN-KIND GRANTS 897


    TY 2021 OtherLiabilitiesSchedule
    Name:
    The Morgridge Family Foundation
    EIN:
    26-2336633
    Description Beginning of Year - Book Value End of Year - Book Value
    OPEN OPTIONS   219,041
    CREDIT CARD PAYABLE   9,269


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

    TY 2021 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   1,000,000 400,000 2015-04 2024-06 $100,000 SEMI-ANNUAL INSTALLMENTS 800 % INTEREST IN FILM PRODUCTION REVENUES INVESTMENT CASH 1,000,000

    TY 2021 OtherProfessionalFeesSchedule
    Name:
    The Morgridge Family Foundation
    EIN:
    26-2336633
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 2,110,799 2,110,799    
    Philanthropic Consulting Srvcs 213,312     213,312
    Website Development 930     930
    401(K) ADMINISTRATOR FEES 1,537     1,537
    BOOK DESIGN SERVICES 27,850     27,850
    EDITING SERVICES 5,145     5,145
    FILMING SERVICES 1,900     1,900
    LITERARY AGENT COMMISSION 2     2
    MOVING SERVICES 330     330
    PHOTOGRAPHY 2,500     2,500
    PUBLIC RELATIONS 5,897     5,897
    VIDEO PRODUCTION 2,500     2,500


    TY 2021 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 2021 202,400      
    990-PF Extension for 2020 122,800      
    990-T Extension for 2020 290,700      
    Foreign Tax Paid 10,223 10,223    
    STATE INCOME TAX FOR 2020 66,633      
    IRS MISCELLANEOUS FEE 2,563