Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
Burton D Morgan Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)22 Aurora St
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Hudson, OH44236
A Employer identification number

34-6598971
B Telephone number (see instructions)

(330) 655-1660
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$213,245,422J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,369 1,369  
4 Dividends and interest from securities... 3,308,310 3,117,844  
5a Gross rents............ 100 100  
b Net rental income or (loss) 100
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 9,045,554
b Gross sales price for all assets on line 6a 44,195,846
7 Capital gain net income (from Part IV, line 2)... 8,977,024
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 229,937 73,904  
12 Total. Add lines 1 through 11........ 12,585,270 12,170,241  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 736,383 96,540   639,843
14 Other employee salaries and wages...... 479,059 62,805   426,258
15 Pension plans, employee benefits....... 196,023 64,433   131,280
16a Legal fees (attach schedule)......... Click to see attachment 19,982 2,620   17,362
b Accounting fees (attach schedule)....... Click to see attachment 45,203 5,926   39,410
c Other professional fees (attach schedule).... Click to see attachment 867,249 743,984   52,563
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 145,000 0   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 140,203 18,381  
20 Occupancy.............. 23,015 3,017   19,623
21 Travel, conferences, and meetings....... 13,051 1,711   11,954
22 Printing and publications.......... 18,871 2,474   16,397
23 Other expenses (attach schedule)....... Click to see attachment 921,992 215,031   867,372
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,606,031 1,216,922   2,222,062
25 Contributions, gifts, grants paid....... 6,728,585 6,468,717
26 Total expenses and disbursements. Add lines 24 and 25 10,334,616 1,216,922   8,690,779
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,250,654
b Net investment income (if negative, enter -0-) 10,953,319
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............. 89,064 73,571 73,571
2 Savings and temporary cash investments......... 12,412,432 4,670,725 4,670,725
3 Accounts receivable bullet1,009,745
Less: allowance for doubtful accounts bullet   97,650 1,009,745 1,009,745
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 48,758 37,673 37,673
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 49,388,514 Click to see attachment59,550,277 59,550,277
c Investments—corporate bonds (attach schedule)....... 9,761,607 Click to see attachment14,099,703 14,099,703
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 114,462,627 Click to see attachment130,981,452 130,981,452
14 Land, buildings, and equipment: basis bullet4,841,340
Less: accumulated depreciation (attach schedule) bullet2,200,878 2,549,672 Click to see attachment2,640,462 2,640,462
15 Other assets (describe bullet) Click to see attachment155,658 Click to see attachment181,814 Click to see attachment181,814
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 188,965,982 213,245,422 213,245,422
Liabilities 17 Accounts payable and accrued expenses.......... 23,298 46,378
18 Grants payable................. 948,950 1,208,318
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 attachment142,500 Click to see attachment178,500
23 Total liabilities (add lines 17 through 22)......... 1,114,748 1,433,196
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........... 184,732,871 209,005,716
25 Net assets with donor restrictions............ 3,118,363 2,806,510
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 187,851,234 211,812,226
30 Total liabilities and net assets/fund balances (see instructions). 188,965,982 213,245,422
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
187,851,234
2
Enter amount from Part I, line 27a .....................
2
2,250,654
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
21,710,338
4
Add lines 1, 2, and 3 ..........................
4
211,812,226
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
211,812,226
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 P    
b Avista Capital Partners II P    
c Commonfund Capital Natural Resources IX P    
d H.I.G. Whitehorse Direct Lending Fund P    
e Harrison Street Core Property Fund P    
NEO Capital Fund P    
GMO/TRG Forestry Fund P    
Riverside Micro Cap Fund A P    
Disposal of Fixed Asset P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 39,737,530   30,713,202 9,024,328
b     143 -143
c 302,131   423,001 -120,870
d 1,897,959   1,894,836 3,123
e 135,467   68,048 67,419
45,000   33,876 11,124
    870 -870
    1,681 -1,681
    5,406 -5,406
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       9,024,328
b       -143
c       -120,870
d       3,123
e       67,419
      11,124
      -870
      -1,681
      -5,406
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 8,977,024
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 0
3 Add lines 1 and 2........................... 3 152,251
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 152,251
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 163,402
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 213,402
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 61,151
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet61,151 RefundedBullet 11 0
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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.bdmorganfdn.org
    14
    The books are in care ofbulletDenise M Griggs Telephone no.bullet (330) 655-1660

    Located atbullet22 Aurora StHudsonOH ZIP+4bullet44236
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 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)
     
    No
    (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)
    Yes
     
    (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
     
    No
    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
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    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
    Deborah D Hoover Pres/CEO
    45.00     		346,200 37,318 0
    22 Aurora St
    Hudson,OH44236
    Denise M Griggs VP/CFO
    40.00     		212,900 34,965 0
    22 Aurora St
    Hudson,OH44236
    Keith A Brown Trustee
    2.00     		15,000 0 0
    22 Aurora St
    Hudson,OH44236
    J Michael Hochschwender Trustee
    2.00     		15,000 0 0
    22 Aurora St
    Hudson,OH44236
    Richard N Seaman Chairperson
    2.00     		15,000 0 0
    22 Aurora St
    Hudson,OH44236
    Mark D Robeson Trustee
    2.00     		15,000 0 0
    22 Aurora St
    Hudson,OH44236
    Patrick T Finley Treasurer
    2.00     		15,000 0 0
    22 Aurora St
    Hudson,OH44236
    Eddie Taylor Jr Trustee
    2.00     		15,000 0 0
    22 Aurora St
    Hudson,OH44236
    Jennifer L Peshina Trustee
    2.00     		15,000 0 0
    22 Aurora St
    Hudson,OH44236
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    Angela K Evans Sr. Program Officer
    40.00     		107,513 16,831 0
    22 Aurora St
    Hudson,OH44236
    Emily M Bean Program Officer
    40.00     		90,795 15,633 0
    22 Aurora St
    Hudson,OH44236
    Gina M Dotson Grants & Communicati
    40.00     		83,625 16,770 0
    22 Aurora St
    Hudson,OH44236
    Jeanne M Silcox Executive Assistant
    40.00     		70,890 16,005 0
    22 Aurora St
    Hudson,OH44236
    Mary C Dieglio Program Officer
    40.00     		71,553 13,612 0
    22 Aurora St
    Hudson,OH44236
    Total number of other employees paid over $50,000...................bullet 0
    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
    Entrepreneurship Policy Advisors Consulting 400,000
    475J Arsenal Court
    Watertown,MA02472
    HIG Capital Investment Mgmt 316,261
    1450 Brickell Avenue
    Miami,FL33131
    Wonderkiln LLC Platform Development 185,000
    526 S Main St Suite 9X
    Akron,OH44311
    University School Platform Management 140,000
    2785 SOM Center Road
    Hunting Valley,OH44022
    Clearstead Investment Consultant 106,202
    1100 Superior Ave East Suite 700
    Cleveland,OH44114
    Total number of others receiving over $50,000 for professional services.............bullet5
    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 The Foundation supports and assists with staffing Scalerator NEO. The six-month educational program provides practical sales and marketing, organizational development and entrepreneurs on the 3 Cs of growth - Customers, Capacity, and Cash. The cohort learning experience is led by a faculty of entrepreneurship education experts including MBA's, Ph.D.'s, and other distinguished academians and practitioners. 455,777
    2 The Foundation is developing an on-line marketplace for all things in youth entrepreneurship education providing quality products to classroom teachers and out-of-school instructors. Management of this digital marketplace was funded by the Foundation and provided to Young Entrepreneurs Institute at University School. 145,310
    3 The Foundation has implemented a research and experimentation initiative that includes a fellowship program. The Foundation and/or Foundation Fellow will study various aspects of entrepreneurship, entrepreneurship education, and program evaluation to determine best practices in the field. Results of the research will be disseminated to both academia and practitioners. In 2021 the Foundation conducted a study of the collegiate entrepreneurship ecosystem in Northeast Ohio. 105,216
    4 The Foundation provides technical assistance to five higher education institutions with implementing and maintaining their NEOLaunchNET programs. NEOLaunchNET is a regional signature initiative that seeks to inspire a culture of innovation on college and university campuses, building upon the unique assets and strengths of each school, and sparking the entrepreneurial mindset in enterprising students. The Foundation staff facilitates and coordinates the program in Northeast Ohio. 5,189
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    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
    147,785,933
    b
    Average of monthly cash balances.......................
    1b
    18,660,271
    c
    Fair market value of all other assets (see instructions)................
    1c
    38,577,889
    d
    Total (add lines 1a, b, and c).........................
    1d
    205,024,093
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    205,024,093
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    3,075,361
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    201,948,732
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    10,097,437
    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
    10,097,437
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    152,251
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    152,251
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    9,945,186
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    9,844
    5
    Add lines 3 and 4............................
    5
    9,955,030
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    9,955,030
    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 9,955,030
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 778,734
    b Total for prior years:20, 20, 20 0
    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 ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 8,927,176
    a Applied to 2020, but not more than line 2a 778,734
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 8,148,442
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		1,806,588
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Foundation only accepts online appl
    wwwbdmorganfdnorg/apply
    Hudson,OH44236
    (330) 655-1660
    bThe form in which applications should be submitted and information and materials they should include:
    See format at www.bdmorganfdn.org/apply
    cAny submission deadlines:
    See deadlines at www.bdmorganfdn.org/deadlines
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    See restrictions at www.bdmorganfdn.org/grant-focus
    Form 990-PF (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
    National Association for Community College Entrepreneurship
    1 Federal Street Bldg 101
    Springfield,MA01105     		N/A PC to support scholarships to the 2021 and 2022 annual conference 6,000
    John Carroll University
    1 John Carroll Blvd
    University Heights,OH44118     		N/A PC to support the LaunchNET JCU program in academic year 2020-21 70,000
    John Carroll University
    1 John Carroll Blvd
    University Heights,OH44118     		N/A PC to support the LaunchNET JCU program in academic year 2021-22 144,390
    John Carroll University
    1 John Carroll Blvd
    University Heights,OH44118     		N/A PC to support a microgrants program in 2022 10,000
    VentureWell
    100 Venture Way
    Hadley,MA01035     		N/A PC to sponsor the Open 2021 conference 5,000
    Community Initiatives
    1000 Broadway Suite 480
    Oakland,CA94607     		N/A PC for general operating support of Entrepreneurship Funders Network in 2021 45,000
    Lorain County Community College Foundation
    1005 North Abbe Road CC220
    Elyria,OH44035     		N/A PC to support a microgrants program in 2022 10,000
    Lorain County Community College Foundation
    1005 North Abbe Road CC220
    Elyria,OH44035     		N/A PC for NEOLaunchNET programming 167,100
    Project Ujima
    1015 S Hawkins Avenue
    Akron,OH44320     		N/A PC Exempt purpose of organization 20,000
    Downtown Akron Partnership
    103 S High St 4th Floor
    Akron,OH44308     		N/A PC to provide lease subsidies for Start Downtown participants 19,900
    Western Reserve Historical Society
    10825 East Boulevard
    Cleveland,OH44106     		N/A PC to support entrepreneurship programming and curriculum development 96,550
    Case Western Reserve University
    10900 Euclid Ave
    Cleveland,OH44106     		N/A PC to support a microgrants program in 2022 158,484
    Cleveland Institute of Music
    11021 East Blvd
    Cleveland,OH44106     		N/A PC to support continued development of entrepreneurship programming in 2022 20,000
    Cleveland Botanical Garden
    11030 East Blvd
    Cleveland,OH44106     		N/A PC Exempt purpose of organization 500
    University Hospitals Health System
    11100 Euclid Avenue
    Cleveland,OH44106     		N/A PC for the Churchill Gateway Project, which will bring health education and prevention programs to Clevelands Glenville neighborhood 25,000
    City of Hudson
    1140 Terex Road Suite 400
    Hudson,OH44236     		N/A PC for Hudson Community Television for the production of Good Day in Hudson 2,400
    Western Reserve Academy
    115 College Street
    Hudson,OH44236     		N/A PC to support grantmaking and educational efforts of the Student Philanthropy Program 5,000
    The College of Wooster
    1189 Beall Avenue
    Wooster,OH44691     		N/A PC to support a microgrants program in 2022 10,000
    Victim Assistance Program
    137 S Main St Suite 300
    Akron,OH44308     		N/A PC Exempt purpose of organization 20,000
    ideastream
    1375 Euclid Avenue
    Cleveland,OH44115     		N/A PC to support the creation of 35 Making It videos, community meetings, and presentations at conferences in fiscal years 2021 and 2022 62,250
    Whitman-Walker Foundation
    1377 R Street NW Suite 200
    Washington,DC20009     		N/A PC for the capital drive 5,000
    AxessPointe Community Health Centers
    1400 S Arlington St Suite 38
    Akron,OH44306     		N/A PC Exempt purpose of organization 20,000
    Junior Achievement of Greater Cleveland
    1422 Euclid Avenue Suite 952
    Cleveland,OH44115     		N/A PC for entrepreneurship programming and operations 60,000
    The University of Akron Foundation
    150 University Ave
    Akron,OH443252901     		N/A PC for a pilot expansion of the Small Entrepreneur and Economic Development (SEED) Legal Clinic, 111,265
    The University of Akron Foundation
    150 University Ave
    Akron,OH443252901     		N/A PC to support a microgrants program in 2022 10,000
    The University of Akron Foundation
    150 University Ave
    Akron,OH443252901     		N/A PC for the Dr. James R. Webb Memorial Scholarship in 2021 10,000
    College Now Greater Cleveland Inc
    1500 West 3rd Street Suite 125
    Cleveland,OH441142321     		N/A PC Exempt purpose of organization 5,000
    University of Michigan
    1540 East Hospital Drive
    Ann Arbor,MI48109     		N/A PC In memory of David John McCulloch 250
    Lawrence School
    1551 E Wallings Road
    Broadview Heights,OH44147     		N/A PC for faculty/staff growth and development, for the Ruling Our Experiences and PRIDE Boys' Group 50,000
    Shaker Schools Foundation
    15600 Parkland Drive
    Shaker Heights,OH44120     		N/A PC to participate in Changemaker activities in the 2021-22 academic year 19,800
    Junior Achievement of Mahoning Valley Inc
    1601 Motor Inn Dr 305
    Girard,OH44420     		N/A PC to support capacity building efforts 10,000
    Junior Achievement of Mahoning Valley Inc
    1601 Motor Inn Dr 305
    Girard,OH44420     		N/A PC for entrepreneurship programming and operations 50,000
    FORCE - Facing Our Risk of Cancer Empowered
    16057 Tampa Palms Blvd W PMB 373
    Tampa,FL33647     		N/A PC Exempt purpose of organization 250
    Economic and Community Development Institute
    1655 Old Leonard Avenue
    Columbus,OH43219     		N/A PC to support operations of the Akron office in fiscal year 2021 61,169
    Economic and Community Development Institute
    1655 Old Leonard Avenue
    Columbus,OH43219     		N/A PC to support Akron operations through the remainder of 2021 68,000
    PEAK Grantmaking
    1666 K St NW Suite 440
    Washington,DC20006     		N/A PC for 2022 membership dues and to commemorate the 25th anniversary of PEAK Grantmaking 13,000
    University of Akron Research Foundation
    170 University Circle GDYR 312
    Akron,OH443252103     		N/A SO III FI to support expansion of the I-Corps Sites program in Northeast Ohio 140,000
    University of Akron Research Foundation
    170 University Circle GDYR 312
    Akron,OH443252103     		N/A SO III FI to support programming and staff in 2020 for the Entrepreneurship Education Consortium 93,500
    University of Akron Research Foundation
    170 University Circle GDYR 312
    Akron,OH443252103     		N/A SO III FI to support the STRIDE Accelerator 50,000
    University of Akron Research Foundation
    170 University Circle GDYR 312
    Akron,OH443252103     		N/A SO III FI Additional support for the I-Corps Sites program in Northeast Ohio 50,000
    The Shelter Pet Studio
    1707 Ohio Avenue
    Cuyahoga Falls,OH44223     		N/A PC Exempt purpose of organization 1,000
    ArtsNow
    175 S Main Street Suite 100
    Akron,OH44308     		N/A PC to support Akron Culture Plan grants focused on education, skill-building, and connectivity to resources for area artists 20,000
    Wooster Community Hospital Foundation
    1761 Beall Avenue
    Wooster,OH44691     		N/A PC for the purchase of a new ultrasound system 25,000
    Prepared 4 Life
    1800 West Loop South Suite 1875
    Houston,TX77027     		N/A PC for the license fee for Lemonade Day 2022 5,000
    LifeCare Hospice
    1900 Akron Road
    Wooster,OH44691     		N/A PC for the capital campaign, which will support the renovation and construction of the Center for Supportive Care facility 25,000
    Case-Barlow Bicentennial Farm
    1931 Barlow Road
    Hudson,OH44236     		N/A PC for event support 1,500
    International Institute of Akron
    20 Olive Street 201
    Akron,OH44310     		N/A PC Exempt purpose of organization 100
    Cleveland State University Foundation
    2121 Euclid Ave UN 501
    Cleveland,OH441152214     		N/A PC to support a microgrants program in 2022 10,000
    Cleveland State University Foundation
    2121 Euclid Ave UN 501
    Cleveland,OH441152214     		N/A PC to support entrepreneurship programming 54,000
    United Way of Wayne and Holmes Counties
    215 South Walnut Street PO Box 548
    Wooster,OH44691     		N/A PC for the annual campaign 10,000
    The Ohio State University Foundation
    2200 Olentangy River Rd
    Columbus,OH43221     		N/A PC to study and understand how high growth companies fit into the regional NEO ecosystem in 2021 and 2022 80,000
    Compass North Church
    2268 S Arlington Street PO Box
    26104
    Akron,OH44319     		N/A PC Exempt purpose of organization 500
    ACCESS Inc
    230 W Market Street
    Akron,OH44303     		N/A PC Exempt purpose of organization 20,000
    Believe in Dreams
    23245B Mercantile Road
    Beachwood,OH44122     		N/A PC Exempt purpose of organization 5,000
    Hebrew Free Loan Association
    23300 Chagrin Blvd Suite 204
    Beachwood,OH44122     		N/A PC to support the financial education and empowerment of women through the 2021 documentary screening of $avvy 150
    Hebrew Free Loan Association
    23300 Chagrin Blvd Suite 204
    Beachwood,OH44122     		N/A PC to support business lending in Northeast Ohio with priority given to Summit County businesses 154,500
    Shanti Community Farms
    240 E Tallmadge Avenue
    Akron,OH44310     		N/A PC Exempt purpose of organization 100
    Ursuline College
    2550 Lander Road
    Pepper Pike,OH44124     		N/A PC to support a microgrants program in 2022 10,000
    Ursuline College
    2550 Lander Road
    Pepper Pike,OH44124     		N/A PC to support entrepreneurship efforts in 2021-22 20,000
    Ursuline College
    2550 Lander Road
    Pepper Pike,OH44124     		N/A PC for the Institute for Women, Wellness & Work at Ursuline College to empower women through personal and professional development opportunities 5,000
    Destination Hudson
    27 E Main Street
    Hudson,OH44236     		N/A PC Exempt purpose of organization 5,000
    Mahoning County High School
    2725 Gibson Street
    Youngstown,OH44502     		N/A PC to participate in Changemaker activities in the 2021-22 academic year 78,800
    Baldwin Wallace University
    275 Eastland Road
    Berea,OH44017     		N/A PC for NEOLaunchNET programming 112,500
    Baldwin Wallace University
    275 Eastland Road
    Berea,OH44017     		N/A PC to support a microgrants program in 2022 20,000
    University School
    2785 SOM Center Road
    Hunting Valley,OH44022     		N/A PC to support Young Entrepreneur Institute in the 2021-22 academic year 191,500
    University School
    2785 SOM Center Road
    Hunting Valley,OH44022     		N/A PC for Enspire 2021 106,920
    University School
    2785 SOM Center Road
    Hunting Valley,OH44022     		N/A PC to support Lemonade Day 2022 47,000
    University School
    2785 SOM Center Road
    Hunting Valley,OH44022     		N/A PC for educator mini grants 30,000
    The Ohio Foundation of Independent Colleges Inc
    290 East Broad Street Suite 1700
    Columbus,OH43215     		N/A PC to provide a scholarship for an enterprising student of color who is majoring in business or considering entrepreneurship as an area of study 5,000
    Benedictine High School
    2900 Martin Luther King Jr Dr
    Cleveland,OH44104     		N/A PC In memory of Joseph Matejka 250
    Standing Rock Cultural Arts
    300 N Water Street Suite H
    Kent,OH44240     		N/A PC Exempt purpose of organization 10,000
    Venture for America Inc
    307 7th Avenue Suite 1201
    New York,NY10001     		N/A PC to support NEO Fellows attendance at Training Camp and Training Camp Redux and cultivation of Akron as a host city 75,000
    Venture for America Inc
    307 7th Avenue Suite 1201
    New York,NY10001     		N/A PC to support VFA's Northeast Ohio program in 2022 and 2023 100,000
    Apollo's Fire
    3091 Mayfield Rd Suite 217
    Cleveland,OH44118     		N/A PC for The Musicians' Fund 100
    Candid
    32 Old Slip 24th Floor
    New York,NY10005     		N/A PC Exempt purpose of organization 9,500
    Candid
    32 Old Slip 24th Floor
    New York,NY10005     		N/A PC for the Growth and Leadership Transition Fund 10,000
    Central American Medical Outreach
    322 Westwood Ave
    Orrville,OH44667     		N/A PC to support the organization's medical work in Honduras 5,000
    Healthnetwork Foundation
    33 River Street
    Chagrin Falls,OH44022     		N/A PC Exempt purpose of organization 10,000
    Healthnetwork Foundation
    33 River Street
    Chagrin Falls,OH44022     		N/A PC Annual fund drive 10,000
    Greater Cleveland Sports Commission
    334 Euclid Avenue
    Cleveland,OH44114     		N/A PC for internships for students of color 10,000
    MORTAR Cincinnati
    340 Reading Road Storefront
    Cincinnati,OH45202     		N/A PC to support the creation of a platform and the conversion of the MORTAR Masters curriculum into a virtual format 100,000
    MORTAR Cincinnati
    340 Reading Road Storefront
    Cincinnati,OH45202     		N/A PC to support licensing fees in 2021 40,000
    Buckeye Local School District
    3436 Edgewood Drive
    Ashtabula,OH44004     		N/A PC Teacher training 45,000
    Akron Community Foundation
    345 West Cedar St
    Akron,OH44307     		N/A PC for the Sojourner Truth Statue Fund 2,500
    Akron-Canton Regional Foodbank
    350 Opportunity Parkway
    Akron,OH44307     		N/A PC Exempt purpose of organization 20,000
    Kent State University Foundation Inc
    350 S Lincoln Street PO Box 5190
    Kent,OH44242     		N/A PC for the annual fund, to benefit LaunchNET KSU 500
    Kent State University Foundation Inc
    350 S Lincoln Street PO Box 5190
    Kent,OH44242     		N/A PC to establish a fund to support I 3 Lab activities in future years 500,000
    Kent State University Foundation Inc
    350 S Lincoln Street PO Box 5190
    Kent,OH44242     		N/A PC to support a microgrants program in 2022 20,000
    Kent State University Foundation Inc
    350 S Lincoln Street PO Box 5190
    Kent,OH44242     		N/A PC for NEOLaunchNET programming 172,367
    Kent State University Foundation Inc
    350 S Lincoln Street PO Box 5190
    Kent,OH44242     		N/A PC to support the Developing Entrepreneurship in Postsecondary Education for Justice-involved Learners program 50,000
    Emmanuel Christian Academy
    350 S Portage Path
    Akron,OH44320     		N/A PC for entrepreneurship programming in the 2021-22 academic year 20,000
    Emmanuel Christian Academy
    350 S Portage Path
    Akron,OH44320     		N/A PC in memory of John Rasnick 20,000
    The Diversity Center of Northeast Ohio
    3659 Green Road Suite 220
    Beachwood,OH44122     		N/A PC for sponsorship of the 67th Annual Humanitarian Award Virtual Celebration 500
    The Diversity Center of Northeast Ohio
    3659 Green Road Suite 220
    Beachwood,OH44122     		N/A PC Exempt purpose of organization 5,000
    Asian Services in Action Inc
    370 E Market Street
    Akron,OH44307     		N/A PC to support microloans for immigrant entrepreneurs in Akron 20,000
    National Inventors Hall of Fame Inc
    3701 Highland Park NW
    North Canton,OH44720     		N/A PC to conduct research on how teachers entrepreneurial identity exploration impacts Camp Invention outcomes 20,000
    National Inventors Hall of Fame Inc
    3701 Highland Park NW
    North Canton,OH44720     		N/A PC to support Camp Invention and Invention Project programming in 2021 157,600
    Western Reserve Land Conservancy
    3850 Chagrin River Road
    Moreland Hills,OH44022     		N/A PC to purchase and improve the O'Brien Preserve in 2021 and 2022 100,000
    Greater Akron Chamber Foundation
    388 S Main Street Suite 205
    Akron,OH44311     		N/A PC to support Choose Growth 330 activities in 2020 and 2021 50,000
    Greater Akron Chamber Foundation
    388 S Main Street Suite 205
    Akron,OH44311     		N/A PC to support Inclusion Marketplace efforts in Greater Akron 60,000
    Lake Erie College
    391 W Washington St
    Painesville,OH44077     		N/A PC to support a microgrants program in 2022 10,000
    The Philanthropy Roundtable
    40 West 29th St Suite 301
    New York,NY10001     		N/A PC Exempt purpose of organization 500
    Ashland University
    401 College Avenue
    Ashland,OH44805     		N/A PC to support the Morgan Fellows program 32,850
    Ashland University
    401 College Avenue
    Ashland,OH44805     		N/A PC to support a microgrants proram in 2022 10,000
    Northeast Ohio Medical University Foundation
    4209 State Route 44 PO Box 95
    Rootstown,OH44272     		N/A PC to support the NEOvations program in 2021-22 and 2022-23 58,250
    West Coast Elite
    431 E Grand Ave Suite D
    El Segundo,CA90245     		N/A PC for operating support for the Youth Basketball Club 10,000
    Junior Achievement of North Central Ohio
    4353 Executive Circle
    Canton,OH44718     		N/A PC for entrepreneurship programming and operations 135,000
    Akron Urban League
    440 Vernon Odom Blvd
    Akron,OH44307     		N/A PC Exempt purpose of organization 20,000
    Woodridge Local School System
    4411 Quick Road
    Peninsula,OH44264     		N/A PC for the benefit of Six District Educational Compact to develop an experiential entrepreneurship education guide that can be integrated into a variety of CTE trades 74,000
    Fund for Our Economic Future of Northeast Ohio
    4415 Euclid Avenue Suite 202
    Cleveland,OH44103     		N/A PC Exempt purpose of organization 165,000
    Effective Leadership Academy
    4480 Richmond Road
    Warrensville Heights,OH44128     		N/A PC for the 2021-22 Chamber Leadership Academy 3,000
    Notre Dame College
    4545 College Road
    South Euclid,OH44121     		N/A PC to support entrepreneurship activities in 2021-22 and 2022-23 28,500
    Notre Dame College
    4545 College Road
    South Euclid,OH44121     		N/A PC to support a microgrants program in 2022 10,000
    Cuyahoga Valley Christian Academy
    4687 Wyoga Lake Road
    Cuyahoga Falls,OH44224     		N/A PC to coordinate and implement Hack 21 and support Global Entrepreneurship Week marketing efforts 6,100
    First Congregational Church of Hudson
    47 Aurora Street
    Hudson,OH44236     		N/A PC Exempt purpose of organization 10,000
    First Congregational Church of Hudson
    47 Aurora Street
    Hudson,OH44236     		N/A PC for community outreach efforts, to recognize Burt and Peg Morgan's role in the Hudson community 500
    Hudson Bandstand Inc
    49 E Main Street
    Hudson,OH44236     		N/A PC for the 2021 summer concert series 2,500
    Hudson Community First
    49 E Main Street PO Box 944
    Hudson,OH44236     		N/A PC for the Career Panel/Intern for a Day program 6,000
    Hudson Community Foundation
    49 E Main Street PO Box 944
    Hudson,OH44236     		N/A PC to provide ongoing support for the Hudson Independence Day fireworks display 7,500
    Lafayette-Orinda Presbyterian Church
    49 Knox Drive
    Lafayette,CA94549     		N/A PC Exempt purpose of organization 20,000
    Champion Presbyterian Church
    4997 Mahoning Ave NW
    Warren,OH44483     		N/A PC In memory of Edith Burge 250
    Oberlin College
    50 N Professor St Peters Hall G27
    Oberlin,OH44074     		N/A PC to support a microgrants program in 2022 10,000
    Community Legal Aid Services Inc
    50 South Main Street Suite 800
    Akron,OH44308     		N/A PC Exempt purpose of organization 20,000
    Akron Zoological Park
    500 Edgewood Avenue
    Akron,OH443072199     		N/A PC Exempt purpose of organization 10,000
    Philanthropy Ohio
    500 South Front Street Suite 900
    Columbus,OH43215     		N/A PC for professional development and strategic planning 3,000
    Philanthropy Ohio
    500 South Front Street Suite 900
    Columbus,OH43215     		N/A PC for membership, operating, and conference support 20,000
    Allegheny College
    520 North Main Street
    Meadville,PA16335     		N/A PC to support the expansion of programming in Allegheny Colleges Lab for Innovation & Creativity 25,000
    Crafty Mart
    526 S Main St Suite 217
    Akron,OH44210     		N/A PC for the 2021 Maker Sessions 10,000
    Bounce Innovation Hub
    526 S Main Street
    Akron,OH44311     		N/A PC for 2021 entrepreneurial programming 265,000
    Bounce Innovation Hub
    526 S Main Street
    Akron,OH44311     		N/A PC to support an EIR program for entrepreneurs of color 27,500
    Project LEARN of Summit County
    60 S High St
    Akron,OH44326     		N/A PC Exempt purpose of organization 2,000
    National Multiple Sclerosis Society
    6155 Rockside Rd Suite 202
    Independence,OH44131     		N/A PC Exempt purpose of organization 5,000
    The Well Community Development Corporation
    647 E Market Street
    Akron,OH44304     		N/A PC to support the Akron Food Works program in 2021-2022 67,000
    Friends of Ginn Academy Corporation
    665 East 162nd Street
    Cleveland,OH44110     		N/A PC Exempt purpose of organization 5,000
    Akron-Urban Minoruty Alcoholism Drug Abuse Outreach Program Inc
    665 West Market Street
    Akron,OH44303     		N/A PC Exempt purpose of organization 20,000
    JumpStart Inc
    6701 Carnegie Avenue Suite 100
    Cleveland,OH44103     		N/A PC to support programming for entrepreneurs 5,000
    JumpStart Inc
    6701 Carnegie Avenue Suite 100
    Cleveland,OH44103     		N/A PC for the Core City program 5,000
    JumpStart Inc
    6701 Carnegie Avenue Suite 100
    Cleveland,OH44103     		N/A PC to fund the Burton D. Morgan Mentoring Program 334,000
    SEALKIDS
    6724 Perimeter Loop Rd Suite 314
    Bremen,OH43017     		N/A PC Exempt purpose of organization 50,000
    The Entrepreneurs EDGE
    6801 Brecksville Road 160
    Independence,OH44131     		N/A PC for the 2021 EDGE Fellows program to support Fellows working with Scalerator NEO companies 26,000
    Tulane University
    6823 St Charles Avenue
    New Orleans,LA70118     		N/A PC for the 2021-22 Novel Tech Challenge 50,000
    The Children's Advocacy Center of Portage County
    6847 N Chestnut Street
    Ravenna,OH44266     		N/A PC Exempt purpose of organization 175
    Cuyahoga Community College Foundation
    700 Carnegie Avenue
    Cleveland,OH44115     		N/A PC to support Entrepreneurship Academy activities in 2020-21 2,500
    United Disability Services Inc
    701 South Main St
    Akron,OH443111019     		N/A PC to support the All-Star Training Club 200
    Family & Community Services Inc
    705 Oakwood St Suite 221
    Ravenna,OH44266     		N/A PC Exempt purpose of organization 20,000
    Ausbon Sargent Land Preservation Trust
    71 Pleasant Street PO Box 2040
    New London,NH03257     		N/A PC Land preservation 5,000
    Stan Hywet Hall & Gardens Inc
    714 N Portage Path
    Akron,OH44303     		N/A PC Exempt purpose of organization 10,000
    Williams College
    75 Park Street
    Williamstown,MA01267     		N/A PC for the Williams College Alumni Fund, to be directed to the Williams College Museum of Art 5,000
    Hudson Montessori School
    7545 Darrow Road
    Hudson,OH44236     		N/A PC Exempt purpose of organization 5,000
    Hudson City School District
    76 N Hayden Parkway
    Hudson,OH44236     		N/A PC to support Hudson High School clubs 16,000
    Hudson City School District
    76 N Hayden Parkway
    Hudson,OH44236     		N/A PC for Six District Education Compact, to be used for EntrepreNEWpilot II training 6,000
    North Akron Community Development Corporation
    760 Elma Street
    Akron,OH44310     		N/A PC for entrepreneurship programming 20,000
    Hudson Job Search
    7666 Hudson Park Drive
    Hudson,OH44236     		N/A PC Exempt purpose of organization 7,500
    Lakeland Foundation
    7700 Clocktower Drive
    Kirtland,OH44094     		N/A PC to support a microgrants program in 2022 10,000
    Humane Society of Summit County
    7996 Darrow Road
    Twinsburg,OH44087     		N/A PC for the MABEL Care Fund, which supports the MABEL Mobile Veterinary Clinic 5,000
    Norman Rockwell Museum
    9 Glendale Road PO Box 308
    Stockbridge,MA01262     		N/A PC for the Team Happy Birthday Miss Jones! fundraising strategy 1,000
    Norman Rockwell Museum
    9 Glendale Road PO Box 308
    Stockbridge,MA01262     		N/A PC for the Norman Rockwell Leaders Program during the 2021-22 academic year 20,000
    Hudson Library and Historical Society
    96 Library Street
    Hudson,OH44236     		N/A PC to support local Global Entrepreneurship Week activities 14,150
    University of Massachusetts - Lowell
    One University Ave
    Lowell,MA01854     		N/A PC to sponsor the Deshpande Symposium 2022 15,000
    Northeast Ohio STEM Alliance
    PO Box 1146
    Hudson,OH44236     		N/A PC for the Hudson Middle School Science Olympiad Team 1,500
    Serving Women in Ghana
    PO Box 127
    Wooster,OH44691     		N/A PC to purchase surgical instruments and equipment 10,000
    Association of Fundraising Professionals Northeast Ohio Chapter
    PO Box 1286
    Bath,OH44210     		N/A PC to support National Philanthropy Day 2021 with a Vanguard Sponsorship 500
    Hudson Community Service Association
    PO Box 1472
    Hudson,OH44236     		N/A PC for the Helping Hands Assistance Fund 8,000
    Cleveland School of the Arts Board of Trustees
    PO Box 18265
    Cleveland,OH44118     		N/A PC to participate in Changemaker activities in the 2021-22 academic year 66,072
    Ears To You
    PO Box 190
    Hinkley,OH44233     		N/A PC Exempt purpose of organization 5,000
    The Hudson Players Guild Inc
    PO Box 2159
    Hudson,OH44236     		N/A PC to upgrade lighting 15,000
    Hudson Heritage Association
    PO Box 2218
    Hudson,OH44236     		N/A PC for a 2021 Preservationist Membership 250
    Cleveland Leadership Center
    PO Box 23613
    Chagrin Falls,OH44023     		N/A PC to showcase student entrpreneurs at the Accelerate 2022 civic pitch competition 10,000
    Music from The Western Reserve
    PO Box 265
    Hudson,OH44236     		N/A PC for the 2021-22 concert season 3,000
    Hudson Rotary Foundation Inc
    PO Box 323
    Hudson,OH44236     		N/A PC to support the Scholarship Fund 1,000
    Moraga Education Foundation
    PO Box 34
    Moraga,CA94556     		N/A PC Exempt purpose of organization 7,000
    Ottawa County Community Foundation
    PO Box 36
    Port Clinton,OH43452     		N/A PC for a matching grant 50,000
    American National Red Cross
    PO Box 37839
    Boone,IA500370839     		N/A PC Kentucky tornadoes disaster relief 51,000
    The Littlest Heroes
    PO Box 470188
    Broadview Heights,OH44147     		N/A PC Exempt purpose of organization 250
    Boys Hope Girls Hope of Northeastern Ohio
    PO Box 502
    Akron,OH44309     		N/A PC to provide counseling and support for students 20,000
    Let's Get Real Inc
    PO Box 679
    Vermilion,OH44089     		N/A PC Exempt purpose of organization 10,000
    The Bail Project
    PO Box 750
    Venice,CA90294     		N/A PC Exempt purpose of organization 20,000
    Hudson-Landsberg Sister City
    PO Box 1382
    Hudson,OH442360882     		N/A PC for the 2021 Christkindlmarkt 5,000
    RAHAB Ministries
    PO Box 13866
    Fairlawn,OH44334     		N/A PC Exempt purpose of organization 500
    Williams Challenge
    PO Box 14752
    Akron,OH44321     		N/A PC Exempt purpose of organization 250
    Rose's Rescue Company
    PO Box 33
    Rootstown,OH44272     		N/A PC Exempt purpose of organization 175
    Social Good Fund
    PO Box 5473
    Richmond,CA94805     		N/A PC for the benefit of the Homies Empowerment program 10,000
    Sanctuary for Senior Dogs
    PO Box 609054
    Cleveland,OH44109     		N/A PC Exempt purpose of organization 250
    Hiram College
    PO Box 67
    Hiram,OH442340067     		N/A PC to support Center for Integrated Entrepreneurship activities 15,300
    Hiram College
    PO Box 67
    Hiram,OH442340067     		N/A PC to support a microgrants program in 2022 10,000
    Inspiring Minds
    PO Box 8512
    Warren,OH44484     		N/A PC for education, college, and career readiness; exposure to new experiences; health and wellness; and personal development for youth 5,000
    Total .................................bullet 3a 6,468,717
    bApproved for future payment
    John Carroll University
    1 John Carroll Blvd
    University Heights,OH44118     		N/A PC to support LaunchNet JCU programming 151,707
    Lorain County Community College Foundation
    1005 North Abbe Road
    Elyria,OH44035     		N/A PC to support LaunchNet LCCC programming 117,174
    Case Western Reserve University
    10900 Euclid Ave
    Cleveland,OH44106     		N/A PC to support LaunchNet CWR programming 115,726
    University of Akron Research Foundation
    170 University Circle GDYR 312
    Akron,OH44325     		N/A SO III FI to support the STRIDE Accelerator 50,000
    Cleveland State University Foundation
    2121 Euclid Ave
    Cleveland,OH44115     		N/A PC to support entrepreneurship programming 50,000
    Baldwin Wallace University
    275 Eastland Road
    Berea,OH44017     		N/A PC to support LaunchNet BW programming 104,674
    Venture for America Inc
    307 7th Avenue Suite 1201
    New York,NY10001     		N/A PC to support NEO Fellows attendance at Training Camp and Training Camp Redux, and cultivation of Akron as a host city 75,000
    Kent State University Foundation
    350 Lincoln Street PO Box 5190
    Kent,OH44242     		N/A PC to support the Developing Entrepreneurship in Postsecondary Education for Justice-involved Learners 82,150
    Kent State University Foundation
    350 Lincoln Street PO Box 5190
    Kent,OH44242     		N/A PC to support LaunchNet KSU programming 176,487
    Northeast Ohio Medical University Foundation
    4209 State Route 44
    Rootstown,OH44272     		N/A PC to support the NEOvations program 58,250
    Notre Dame College
    4545 College Road
    South Euclid,OH44121     		N/A PC to support entrepreneurship activities 28,500
    Bounce Innovation Hub
    526 S Main Street Suite 609E
    Akron,OH44311     		N/A PC to support an Entrepreneur- in- Residence program for entrepreneurs of color 27,500
    Total .................................bullet 3b 1,037,168
    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 1,369  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 100  
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		900001 2,569 18 9,042,985  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOther Partnership Income     		900001 3,958 01 225,046  
    bClass Action Settlements     01 933  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 6,527 12,578,743 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    12,585,270
    (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.)
    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

    TY 2021 AccountingFeesSchedule
    Name:
    Burton D Morgan Foundation Inc
    EIN:
    34-6598971
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Audit 16,000 2,097   13,903
    Retirement Plan Fees 24,703 3,239   21,597
    Tax Preparation 4,500 590   3,910

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

    TY 2021 DepreciationSchedule
    Name:
    Burton D Morgan Foundation Inc
    EIN:
    34-6598971
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    Furniture 1993-06-30 1,925 1,925 SL 10.000000000000 0 0    
    Furn 1993-08-31 3,844 3,844 SL 10.000000000000 0 0    
    CHAIRS-FOREMOST 1994-02-28 1,394 1,394 SL 10.000000000000 0 0    
    FILE CABINETS-FOREMOST 1994-04-30 1,003 1,003 SL 10.000000000000 0 0    
    FILE CABINET 2000-02-20 1,306 1,306 SL 10.000000000000 0 0    
    DESK - BREWSTER STROUD 1995-11-21 952 952 SL 10.000000000000 0 0    
    FURNITURE 1996-03-19 1,740 1,740 SL 10.000000000000 0 0    
    FILE CABINET 2002-02-28 1,306 1,306 SL 10.000000000000 0 0    
    PORTRAIT 30 X 24 2003-10-31 3,400 3,400 SL 10.000000000000 0 0    
    LATERAL FILE 2003-12-15 1,494 1,494 SL 10.000000000000 0 0    
    FIREKING FILE 2003-12-15 1,574 1,574 SL 10.000000000000 0 0    
    FURNITURE 2004-01-15 799 799 SL 10.000000000000 0 0    
    FURNITURE 2004-04-15 10,757 10,757 SL 10.000000000000 0 0    
    CREDENZA 2004-06-17 220 220 SL 10.000000000000 0 0    
    OFFICE FURNISHINGS 2004-06-22 404 404 SL 10.000000000000 0 0    
    FILE CABINET 2004-07-01 886 886 200DB 7.000000000000 0 0    
    PRINTER STAND/STORAGE 2005-01-14 868 868 SL 10.000000000000 0 0    
    DDH TABLE 2005-07-01 536 536 SL 10.000000000000 0 0    
    DDH TABLE/DESK 2005-09-01 535 535 SL 10.000000000000 0 0    
    BONFOEY - ARTWORK 2005-10-24 4,440 4,440 SL 10.000000000000 0 0    
    BDM PORTRAIT 2006-02-01 3,400 3,400 SL 10.000000000000 0 0    
    WINDSOR CHAIRS 2006-05-15 5,023 5,023 SL 10.000000000000 0 0    
    MAINE COTTAGE 2006-07-12 453 453 SL 10.000000000000 0 0    
    INTERSTATE 2006-07-28 4,726 4,726 SL 10.000000000000 0 0    
    FURNITURE 2006-08-15 61,600 61,600 SL 10.000000000000 0 0    
    COMPUTERS (server deposit) 2006-08-15 12,521 12,521 SL 5.000000000000 0 0    
    CHEST 2006-09-04 2,100 2,100 SL 10.000000000000 0 0    
    MAPLE SERVER 2006-09-04 750 750 SL 10.000000000000 0 0    
    ROCKWELL PRINT 2006-09-29 7,050 7,050 SL 10.000000000000 0 0    
    CREDENZA 2006-11-13 1,389 1,389 SL 10.000000000000 0 0    
    FURNITURE 2006-11-17 1,184 1,184 SL 10.000000000000 0 0    
    FRAMING 2006-11-17 1,414 1,414 SL 10.000000000000 0 0    
    FURNITURE 2006-11-20 12,059 12,059 SL 10.000000000000 0 0    
    COMPUTERS 2006-09-09 88,638 88,638 SL 5.000000000000 0 0    
    FURNITURE 2006-09-09 87,605 87,605 SL 10.000000000000 0 0    
    Baldwin House 2007-12-03 14,493 4,740 SL 40.000000000000 362 0    
    Baldwin House 2007-12-03 47,482 15,531 SL 40.000000000000 1,187 0    
    Gardens Limited-Lanscaping 2006-09-09 11,772 11,249 SL 15.000000000000 523 0    
    Gardens Limited-Landscaping 2006-09-09 10,365 9,904 SL 15.000000000000 461 0    
    Gardens Limited-Lanscaping 2006-10-04 23,819 22,628 SL 15.000000000000 1,191 0    
    Gardens Limited-Lanscaping 2006-11-16 3,850 3,615 SL 15.000000000000 235 0    
    Gardens Limited-Landscaping 2006-12-05 2,460 2,309 SL 15.000000000000 151 0    
    Gardens Limited-Landscaping 2006-12-28 1,489 1,390 SL 15.000000000000 99 0    
    Rockwell Print-Downhill Racer 2006-12-20 3,850 3,850 SL 10.000000000000 0 0    
    Warwick Communications 2006-09-09 53,509 53,509 SL 10.000000000000 0 0    
    Land 2005-06-09 233,024   L   0 0    
    Gardens Limited 2006-12-05 18,810 17,661 SL 15.000000000000 1,149 0    
    Rose Upholstry - chair 2006-12-05 870 870 SL 10.000000000000 0 0    
    Exterior lights 2006-11-14 1,039 1,039 SL 10.000000000000 0 0    
    Parking lot signs 2006-07-31 1,086 1,044 SL 15.000000000000 42 0    
    Builing - purchase and costs 2006-09-09 798,176 286,013 SL 40.000000000000 19,954 0    
    Architect fees 2006-09-09 120,903 43,324 SL 40.000000000000 3,023 0    
    Architect fees 2006-09-09 75,387 27,014 SL 40.000000000000 1,885 0    
    Bath Specialities (Welty - Item no. 9) 2006-09-06 4,031 4,031 SL 5.000000000000 0 0    
    Grading & Earthwork (Welty - Item No. 14) 2006-09-06 141,413 135,128 SL 15.000000000000 6,285 0    
    Site Utilities (Welty - Item No. 15) 2006-09-09 17,573 16,792 SL 15.000000000000 781 0    
    Concrete Paving (Welty Item No. 21/22) 2006-09-09 14,757 14,101 SL 15.000000000000 656 0    
    Flooring (Welty Item No. 35/CO9/CO17) 2006-09-06 74,670 74,670 SL 5.000000000000 0 0    
    Fire Extinguishers (Welty Item No. 38/39) 2006-09-06 758 758 SL 5.000000000000 0 0    
    Window Treatments (Welty Item No. 41) 2006-09-06 9,718 9,718 SL 5.000000000000 0 0    
    Security System (Welty Item No. 49/CO18) 2006-09-06 17,876 17,082 SL 15.000000000000 794 0    
    Toilet Seat Covers (Welty Item No. CO3) 2006-09-06 201 201 SL 5.000000000000 0 0    
    Site Concrete (Welty Item No. CO6) 2006-09-06 17,040 16,283 SL 15.000000000000 757 0    
    Concrete Extras (Welty Item No. CO11) 2006-09-06 3,502 3,346 SL 15.000000000000 156 0    
    Mirrors (Welty Item No. CO21/CO25) 2006-09-06 939 939 SL 5.000000000000 0 0    
    Renovations 22 Aurora St. 2006-09-06 1,796,368 643,698 SL 40.000000000000 44,910 0    
    Kitchen backsplash 2006-09-09 1,486 1,420 SL 15.000000000000 66 0    
    Welty Renovations - Baldwin House 2007-12-03 35,000 11,448 SL 40.000000000000 875 0    
    Construction Costs 2007-12-03 128,697 42,094 SL 40.000000000000 3,217 0    
    Signage - lobby & restroom 2007-05-31 6,266 5,674 SL 15.000000000000 418 0    
    Architectural Services 2007-07-06 12,090 4,080 SL 40.000000000000 302 0    
    Wrought iron fence and misc 2007-03-20 6,666 6,110 SL 15.000000000000 444 0    
    Install cut stone in fountain 2007-04-09 2,552 2,339 SL 15.000000000000 170 0    
    Bromelkamp database software 2007-12-01 9,520 9,520 SL 3.000000000000 0 0    
    Boardroom credenza 2007-03-09 1,437 1,437 SL 10.000000000000 0 0    
    Blue sideboard - kitchen 2007-05-31 3,812 3,812 SL 10.000000000000 0 0    
    Framing Denison 2007-04-09 450 450 SL 10.000000000000 0 0    
    Framing Downhill Racer 2007-04-09 527 527 SL 10.000000000000 0 0    
    Rockwell Print Extra Good Boys & Girls 2007-04-17 10,050 10,050 SL 10.000000000000 0 0    
    Upholstery Mr. Morgan's chairs 2007-04-30 1,700 1,700 SL 10.000000000000 0 0    
    Framing Rockwell Santa 2007-06-22 1,301 1,301 SL 10.000000000000 0 0    
    Framing Purdue 2007-06-22 905 905 SL 10.000000000000 0 0    
    Baldwin House - landscaping 2007-12-03 5,588 4,874 SL 15.000000000000 373 0    
    Landscaping - BH 2007-12-03 11,579 10,100 SL 15.000000000000 772 0    
    Construction Costs 2007-12-03 21,730 7,107 SL 40.000000000000 543 0    
    Baldwin House - Arch Services 2007-12-03 455 149 SL 40.000000000000 11 0    
    Water meter 2007-12-03 675 589 SL 15.000000000000 45 0    
    Landscape Arch Design - BH 2007-12-03 1,125 981 SL 15.000000000000 75 0    
    Arch Services 2007-12-03 982 322 SL 40.000000000000 25 0    
    Reprogramming Board room equipment 2007-12-15 3,900 3,900 SL 10.000000000000 0 0    
    Baldwin House 2007-12-03 324 106 SL 40.000000000000 8 0    
    Rear stairwell door 2007-07-06 2,933 953 SL 40.000000000000 73 0    
    Construction Costs 2007-12-03 17,521 5,731 SL 40.000000000000 438 0    
    JCVN Officer Chair 2008-02-08 1,453 1,453 SL 10.000000000000 0 0    
    DMG Office Chair 2008-02-08 1,453 1,453 SL 10.000000000000 0 0    
    MEE Credenza 2008-02-08 2,169 2,169 SL 10.000000000000 0 0    
    Laptop - 1st Floater 2008-02-08 1,175 1,175 SL 5.000000000000 0 0    
    BDM Portrait-Mitsuno Ishii Reedy 2008-05-31 6,500 6,500 SL 10.000000000000 0 0    
    Door, hardware and installation 2008-03-07 2,234 717 SL 40.000000000000 56 0    
    Basement dehumidifier 2008-04-18 2,059 652 SL 40.000000000000 51 0    
    Sewage Pump - basement 2008-05-01 1,563 495 SL 40.000000000000 39 0    
    BH Threshold basement 2008-06-13 455 143 SL 40.000000000000 11 0    
    Exterior lamps and wiring 2008-07-28 731 731 SL 10.000000000000 0 0    
    Framing Lewis & Reedy 2008-06-09 415 415 SL 10.000000000000 0 0    
    CAD Documentation 2008-06-26 900 900 SL 10.000000000000 0 0    
    Huang artwork & framing 2008-07-09 262 262 SL 10.000000000000 0 0    
    Chuck Kovacic artwork & framing 2008-07-09 223 223 SL 10.000000000000 0 0    
    Baldwin House exterior painting 2008-09-11 1,710 528 SL 40.000000000000 43 0    
    Telephone Lines 2008-09-12 2,562 790 SL 40.000000000000 64 0    
    Norman Rockwell "America Marches Forward" 2008-10-03 4,050 4,050 SL 10.000000000000 0 0    
    Framing "America Marches Forward" 2008-12-01 594 594 SL 10.000000000000 0 0    
    2 Drawer Lateral Fire King File 2009-02-04 1,395 1,395 SL 10.000000000000 0 0    
    2 Drawer Lateral Fire King File 2009-02-04 1,395 1,395 SL 10.000000000000 0 0    
    Roof Restoration / Siding Replacment 2009-06-11 10,900 8,418 SL 15.000000000000 727 0    
    Improvements 2009-09-14 1,652 468 SL 40.000000000000 41 0    
    Chenoweth portrait 2009-09-23 1,262 1,262 SL 10.000000000000 0 0    
    Norman Rockwell "High Dive" 2009-12-22 6,500 6,500 SL 10.000000000000 0 0    
    Framing "High Dive" 2009-12-22 1,890 1,890 SL 10.000000000000 0 0    
    Computer Monitor - (SKL -2) 2010-04-30 169 169 SL 3.000000000000 0 0    
    Bromelkamp Egrant software module 2010-09-01 11,313 11,313 SL 3.000000000000 0 0    
    Bldg final payment 2010-12-28 5,000 1,250 SL 40.000000000000 125 0    
    Norman Rockwell "County Agriculture Agent" 2011-06-15 6,000 5,750 SL 10.000000000000 250 0    
    Frame for Rockwell - County Ag 2011-06-15 1,673 1,603 SL 10.000000000000 70 0    
    2 Benches in Courtyard 2011-06-30 1,128 1,072 SL 10.000000000000 56 0    
    Fountain Painting and Fram 2011-07-01 900 855 SL 10.000000000000 45 0    
    BDFM Bldg painting "artwork" 2011-07-01 550 523 SL 10.000000000000 27 0    
    DDH Laptop (Reserve 2) 2012-02-08 879 879 SL 3.000000000000 0 0    
    SKL - Monitor 2012-03-16 151 151 SL 3.000000000000 0 0    
    Catalyst 2960S24 Switch 24 ports 2012-12-31 2,018 2,018 SL 5.000000000000 0 0    
    Shadowbox for glider suit 2012-09-18 2,575 2,125 SL 10.000000000000 258 0    
    Server upgrade 2012-12-01 29,105 29,105 SL 5.000000000000 0 0    
    GMD Monitor 2012-11-01 139 139 SL 3.000000000000 0 0    
    GMD Task Chair 2012-11-13 526 430 SL 10.000000000000 53 0    
    First Pearl License (4) 2013-02-01 1,220 1,220 SL 3.000000000000 0 0    
    DDH Laptop 2013-04-09 899 899 SL 3.000000000000 0 0    
    Plastic vapor barrier for crawl space 2013-05-23 1,100 556 SL 15.000000000000 73 0    
    HVAC expansion tank 2013-05-07 2,150 1,099 SL 15.000000000000 143 0    
    Tripp-Lite Rackmount KVM console 2013-12-03 679 679 SL 5.000000000000 0 0    
    Phone system equip - router & trunk 2014-01-16 1,404 971 SL 10.000000000000 140 0    
    Architect Fees 2015-04-01 24,039 3,456 SL 40.000000000000 601 0    
    HVAC Compressor 2014-07-23 3,063 1,310 SL 15.000000000000 204 0    
    Trend Micro upgrade 2014-08-26 611 611 SL 3.000000000000 0 0    
    Tech design & Install 2015-04-01 4,811 691 SL 40.000000000000 120 0    
    Wireless Upgrade 2014-12-01 3,797 3,797 SL 3.000000000000 0 0    
    Backup ISP 2014-12-01 1,199 1,199 SL 3.000000000000 0 0    
    Remodel - Ruhlin Pymt 1 2015-04-01 36,011 5,176 SL 40.000000000000 900 0    
    Innovation Rm Furnishings (down pymt) 2015-04-14 14,503 8,339 SL 10.000000000000 1,450 0    
    P. Kelley 38th Street painting 2015-01-05 6,000 3,600 SL 10.000000000000 600 0    
    Remodel Ruhlin payment 2 2015-04-01 65,578 9,426 SL 40.000000000000 1,639 0    
    BDM portrait (Farr) 2015-12-23 3,400 1,700 SL 10.000000000000 340 0    
    Artwork "Playground" Harriet Morore Ballard 2015-03-26 6,000 3,450 SL 10.000000000000 600 0    
    Data and phone cabling 2015-04-01 1,264 182 SL 40.000000000000 32 0    
    Ruhlin remodel - payment 3 2015-04-01 70,408 10,121 SL 40.000000000000 1,760 0    
    iPad Air 2 - DDH 2015-03-04 750 750 SL 3.000000000000 0 0    
    Wireless polycom phone 2015-04-01 1,450 1,450 SL 5.000000000000 0 0    
    Innovation Room furnishngs - 2nd pymt 2015-04-01 13,068 7,514 SL 10.000000000000 1,307 0    
    Security airphone - innovation rm 2015-04-15 965 555 SL 10.000000000000 97 0    
    Server switch upgrade 2015-07-08 11,466 11,466 SL 5.000000000000 0 0    
    Sandstone steps in courtyard 2015-05-22 4,220 1,570 SL 15.000000000000 281 0    
    Dell Lattittude E5550 Laptop Bd Rm 2015-05-01 1,167 1,167 SL 3.000000000000 0 0    
    Ruhlin remodel - final payment 2015-04-01 16,774 2,411 SL 40.000000000000 419 0    
    iPad Air 3 DMG 2015-07-29 678 678 SL 3.000000000000 0 0    
    Gault Portrait 2015-08-18 1,000 533 SL 10.000000000000 100 0    
    Innovation furniture final payment 2015-08-01 1,435 778 SL 10.000000000000 144 0    
    Modular Panels - Library/office 2015-09-01 1,650 880 SL 10.000000000000 165 0    
    Frame - Gault Portrait 2015-08-21 441 235 SL 10.000000000000 44 0    
    NEOLaunchNet Software Platform 2016-05-01 63,960 58,471 SL 5.000000000000 5,489 0    
    New Funeral Door 2015-09-15 3,720 496 SL 40.000000000000 93 0    
    Frame for BDM Portrait (Farr) 2015-12-23 565 283 SL 10.000000000000 57 0    
    Dell Lattitude Laptop Spare 2016-03-08 989 989 SL 3.000000000000 0 0    
    Cisco Meraki Firewall Upgrade 2016-04-01 3,620 3,620 SL 3.000000000000 0 0    
    PRISM II software conversion 2016-05-12 1,913 892 SL 10.000000000000 191 0    
    HVAC Zone Controller Zone 5 2016-05-24 1,304 597 SL 10.000000000000 130 0    
    Suncrest Gardens - front bed landscaping 2016-09-14 6,876 1,983 SL 15.000000000000 458 0    
    D. Griggs monitors (2) 2011-01-03 358 358 SL 3.000000000000 0 0    
    Digital signage system 2016-11-30 3,349 1,312 SL 10.000000000000 335 0    
    Toshiba phone system and installatin 2016-11-21 15,747 6,430 SL 10.000000000000 1,575 0    
    Optiplex desktop computer - SKL 2017-03-22 774 774 SL 3.000000000000 0 0    
    Lattitude E5570 laptop DDH 2017-03-31 1,171 390 NC 3.000000000000 0 0    
    Lattitude E5570 laptop AKE 2017-05-24 1,171 1,171 SL 3.000000000000 0 0    
    Lattitude E5570 laptop GMD 2017-05-24 1,171 1,171 SL 3.000000000000 0 0    
    Video intercom door system 2017-09-11 3,490 776 SL 15.000000000000 233 0    
    Dell E5570 Laptop MCM 2017-10-25 1,260 1,260 SL 3.000000000000 0 0    
    Workroom A/C unit and roof condenser 2018-03-07 9,760 2,765 SL 10.000000000000 976 0    
    Security camera upgrade 2018-03-27 3,975 1,094 SL 10.000000000000 398 0    
    Cellular Communicator for Security System 2018-04-11 1,260 347 SL 10.000000000000 126 0    
    Akoya grants mgmt platform 2018-12-31 5,715 1,905 SL 3.000000000000 1,905 0    
    eGrant builder platform 2018-04-04 2,500 2,291 SL 3.000000000000 209 0    
    VUB laptop Latitude 5580 2018-04-11 1,923 1,763 SL 3.000000000000 160 0    
    Optiplex 5050 desktop computer - JMS 2018-05-09 1,293 1,149 SL 3.000000000000 144 0    
    Received in trade for asset # 261 AJB Laptop 2018-06-11 1,733 1,493 SL 3.000000000000 240 0    
    Add'l configuration to NLN platform 2018-07-24 1,950 943 SL 5.000000000000 390 0    
    Hot water tank - basement 2018-08-14 2,051 496 SL 10.000000000000 205 0    
    Addn to NLN platform for JCU 2018-10-15 1,125 506 SL 5.000000000000 225 0    
    Remote Desktop Solution 2018-12-07 9,741 4,059 SL 5.000000000000 1,948 0    
    Heat exchanger unit 2019-01-15 5,100 680 SL 15.000000000000 340 0    
    Add'l configuration to Akoya platform 2019-01-15 4,781 3,188 SL 3.000000000000 1,593 0    
    Add'l configuration to eGrant platform 2019-02-13 960 613 SL 3.000000000000 320 0    
    2nd Add'l configuration to Akoya platform 2019-02-13 5,325 3,402 SL 3.000000000000 1,775 0    
    Latitude E5590 Laptop EBW & setup 2019-03-01 2,120 1,296 SL 3.000000000000 707 0    
    Latitude E5590 Laptop Innov Rm & Set up 2019-03-01 2,022 1,236 SL 3.000000000000 674 0    
    Optiplex 5060 Desktop DMG & set up 2019-03-01 1,580 966 SL 3.000000000000 527 0    
    Access upgrade to Doors.net 2019-03-04 2,083 1,272 SL 3.000000000000 694 0    
    Herman Miller Embody Chair JMS 2019-05-07 935 156 SL 10.000000000000 94 0    
    Barco wireless presentation system Innov Rm 2019-05-22 4,054 641 SL 10.000000000000 405 0    
    Erbaugh portrait & framing 2019-09-01 1,659 221 SL 10.000000000000 166 0    
    Dehumidifier for vault room in basement 2019-11-01 3,920 457 SL 10.000000000000 392 0    
    Latitude 5500 Laptop AKE 2020-03-12 1,667 463 SL 3.000000000000 556 0    
    Latitude 5500 Laptop GMD 2020-03-12 1,667 463 SL 3.000000000000 556 0    
    Latitude 5500 Laptop DDH 2020-03-12 1,667 463 SL 3.000000000000 556 0    
    Dell Latitude 5500 SVR Laptop DMG 2020-07-15 1,709 285 SL 3.000000000000 570 0    
    Dell Latitude 5500 SVR Laptop SKL 2020-07-15 1,709 285 SL 3.000000000000 570 0    
    Dell Latitude 5501 lapton MCM 2020-08-15 1,704 237 SL 3.000000000000 568 0    
    Landscape Plants 2020-12-10 1,884 31 SL 5.000000000000 377 0    
    Boiler pumps and motors 2020-12-01 4,041 22 SL 15.000000000000 269 0    
    SharePoint Server Migration 2021-02-28 10,163   SL 5.000000000000 1,575 0    
    Latitude 5520 Laptop VUB 2021-04-01 1,820   SL 3.000000000000 455 0    
    Latitude 5520 Laptop Innovation Rm 2021-04-01 1,820   SL 3.000000000000 455 0    
    CPW5V-22 Sewer Ejection Pump 2021-04-20 2,286   SL 15.000000000000 102 0    
    Boardroom and Innov Rm AV Equipment 2021-06-16 33,670   SL 5.000000000000 3,367 0    
    Boardroom Meeting Camera 2021-09-10 1,636   SL 5.000000000000 109 0    
    YIPPEE Platform v.1 2021-12-01 185,000   SL 5.000000000000 3,083 0    

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    TY 2021 ExpenditureResponsibilityStmt
    Name:
    Burton D Morgan Foundation Inc
    EIN:
    34-6598971
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    Peninsula Foundation Inc
          		6138 Riverview Road Suite F
    Peninsula,OH44264     		2020-01-27 25,000 To support the construction of ADA-compliant restrooms at G.A.R. Hall. 0 To the knowledge of the grantor no funds have been diverted. 09/27/22 2022-09-27 The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.
    Summit Medina Business Alliance Inc (SMBA)
          		526 S Main Street Suite 813
    Akron,OH44311     		2019-09-18 25,000 Exclusively for the administration of educational activities in 2020. SMBA deploys its services primarily through workshops and one-on-one counseling focusing on the "nuts and bolts" of owning a business, such as accounting, taxes, marketing, and human resources. SMBA also conducts custom trainings around specialized topics as requested by its many community partners, including area libraries, the Summit Reentry Program, the Summit County Department of Jobs and Family Services, and others. 25,000 To the knowledge of the grantor no funds have been diverted. 02/21/2021 2021-02-21 The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.

    TY 2021 ExplnOfNonFilingWithAGStmt
    Name:
    Burton D Morgan Foundation Inc
    EIN:
    34-6598971
    Statement:
    Ohio does not require a copy of the Form 990-PF, it requires a separate on-line registration filing and filing fee.

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    TY 2021 GainLossSaleOtherAssetsSch
    Name:
    Burton D Morgan Foundation Inc
    EIN:
    34-6598971
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    H.I.G. Whitehorse Direct Lending Fund   Purchased     1,897,959 1,832,048 Cost 0 65,911  
    H.I.G. Whitehorse Luxembourg Direct Lending Fund   Purchased     179,775 179,750 Cost 0 25  
    LTD Partnerships Book   Purchased     25   Cost 0 25  

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    Burton D Morgan Foundation Inc
    EIN:
    34-6598971
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Lord Abbett Invt Tr Short Duration Income Fund 7,040,179 7,040,179
    T Rowe Price Short Term Bond Fund 7,059,524 7,059,524

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    Burton D Morgan Foundation Inc
    EIN:
    34-6598971
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO COM 1,012,491 1,012,491
    AAR CORP COM 68,615 68,615
    ABBOTT LAB COM 267,406 267,406
    ABERCROMBIE & FITCH CO CL A CL A 45,349 45,349
    ADOBE SYS INC COM 405,448 405,448
    ADR BP PLC SPONSORED ADR 146,465 146,465
    ADR UNILEVER PLC SPONSORED ADR NEW 157,605 157,605
    AIR PROD & CHEM INC COM 244,929 244,929
    AIR PROD & CHEM INC COM 2 1,521,300 1,521,300
    AIRBNB INC CL A COM USD0.0001 CL A 329,317 329,317
    ALEXANDER & BALDWIN INC 45,664 45,664
    ALLETE INC COM NEW 54,540 54,540
    ALPHABET INC CAP STK USD0.001 CL C 1,177,691 1,177,691
    ALTRA INDUSTRIAL MOTION CORP COM STK USD0.001 53,633 53,633
    AMAZON COM INC COM 1,347,073 1,347,073
    AMCOR PLC ORD USD0.01 3,887,217 3,887,217
    AMER ELEC PWR CO INC COM 158,811 158,811
    AMERICAN AXLE & MFG HLDGS INC COM 37,488 37,488
    AMERICAN EXPRESS CO 196,320 196,320
    AMERICAN TOWER CORP 175,500 175,500
    AMERIS BANCORP COM 71,937 71,937
    ANTERO RES CORP COM 76,965 76,965
    APPLE INC COM STK 1,404,224 1,404,224
    APPLE INC COM STK 2 573,906 573,906
    APPLE INC COM STK 3 266,355 266,355
    ARCBEST CORP COM USD0.01 51,296 51,296
    ARCONIC CORPORATION COM USD0.01 45,818 45,818
    ARISTA NETWORKS INC COM 400,775 400,775
    ARTISAN PARTNERS ASSET MGMT INC CL A CL A 56,310 56,310
    ASBURY AUTOMOTIVE GROUP INC COM 42,319 42,319
    ASSURED GUARANTY LTD COMMON STK 41,013 41,013
    AT&T INC COM 184,500 184,500
    ATKORE INC 67,826 67,826
    AUTOMATIC DATA PROCESSING INC COM 261,128 261,128
    AVIENT CORPORATION 87,953 87,953
    AZZ INC COM 45,061 45,061
    BANC CALIF INC COM 53,563 53,563
    BANK OF AMERICA CORP 222,450 222,450
    BANNER CORP COM NEW COM NEW 69,649 69,649
    BEACON ROOFING SUPPLY INC COM 49,780 49,780
    BELDEN INC COM 82,886 82,886
    BLACK HILLS CORP COM 50,952 50,952
    BLACKROCK INC COM STK 556,660 556,660
    BLACKSTONE MTG TR INC COM CL A COM CL A 65,251 65,251
    BLOOMIN BRANDS INC COM 54,317 54,317
    BOEING CO COM 201,320 201,320
    BRIGHTHOUSE FINL INC COM 41,906 41,906
    BRINKER INTL INC COM 37,029 37,029
    BRISTOL MYERS SQUIBB CO COM 280,575 280,575
    BROOKDALE SR LIVING INC COM STK 35,207 35,207
    BRUNSWICK CORP COM 46,739 46,739
    CACTUS INC CL A CL A 76,984 76,984
    CARETRUST REIT INC COM 49,313 49,313
    CATHAY GENERAL BANCORP INC COM 37,444 37,444
    CENTURY CMNTYS INC COM 70,585 70,585
    CF INDS HLDGS INC COM 774,262 774,262
    CHESAPEAKE ENERGY CORP COM NEW 01/2021 84,392 84,392
    CHEVRON CORP COM 541,218 541,218
    CHEVRON CORP COM 2 187,760 187,760
    CHORD CASH AND STOCK MERGER CHORD TNT# 0002P1HAB3 07-01-2022 89,064 89,064
    CINEMARK HLDGS INC COM 50,020 50,020
    CISCO SYSTEMS INC 278,828 278,828
    CISCO SYSTEMS INC 2 464,819 464,819
    CIT GROUP INC NEW COM NEW COM NEW 217,404 217,404
    CLEAN HBRS INC COM 53,576 53,576
    CNO FINL GROUP INC COM 49,087 49,087
    COCA COLA CO COM 188,110 188,110
    COINBASE GLOBAL INC COM CL A 64,859 64,859
    COMMSCOPE HLDG CO INC COM 45,871 45,871
    CONDUENT INC COM 30,919 30,919
    CONMED CORP COM 41,394 41,394
    CONOCOPHILLIPS COM 547,269 547,269
    CONSOL ENERGY INC NEW COM 65,814 65,814
    COSTCO WHOLESALE CORP NEW COM 314,506 314,506
    COTY INC COM CL A COM CL A 74,907 74,907
    CRANE HLDGS STOCK MERGER CRANE HLDGS TNT#0002C1PA84 05-17-2022 54,832 54,832
    CULLEN / FROST BANKERS INC COM 226,926 226,926
    CVS HEALTH CORP COM 468,759 468,759
    DANA INC COM 41,898 41,898
    DANAHER CORP COM 617,881 617,881
    DAVE & BUSTERS ENTMT INC COM 54,989 54,989
    DIAMONDROCK HOSPITALITY CO COM STK 64,358 64,358
    DIEBOLD NIXDORF INC COM STK 40,861 40,861
    DOW INC COM USD0.01 WI 399,592 399,592
    DOW INC COM USD0.01 WI 2 238,224 238,224
    EASTERLY GOVERNMENT PROPERTI COMMON STOCK 55,673 55,673
    ECOLAB INC COM STK USD1 234,590 234,590
    EDGEWELL PERS CARE CO COM 40,819 40,819
    EMCOR GROUP INC COM 77,835 77,835
    EMERSON ELECTRIC CO COM 846,027 846,027
    EMERSON ELECTRIC CO COM 2 232,425 232,425
    ENPRO INDS INC COM 58,557 58,557
    ENTEGRIS CASH AND STOCK MERGER ENTEGRIS TNT#0002307911 07-06-2022 45,239 45,239
    ESSENTIAL PROPERTIES REALTY TR INC USD0.01 58,554 58,554
    EXXON MOBIL CORP COM 183,570 183,570
    FASTENAL CO COM 269,052 269,052
    FB FINL CORP COM 62,312 62,312
    FEDERATED HERMES INC COM NPV CLASS B 70,275 70,275
    FIRST BANCORP N C COM 42,382 42,382
    FIRST MERCHANTS CORP COM 67,652 67,652
    FORMFACTOR INC COM STK 50,063 50,063
    GENERAL DYNAMICS CORP COM 208,470 208,470
    GENERAL ELECTRIC CO COM USD0.01(POST REV SPLIT) 118,088 118,088
    GENTEX CORP COM 243,950 243,950
    GENUINE PARTS CO COM 352,182 352,182
    GILEAD SCIENCES INC 248,689 248,689
    GILEAD SCIENCES INC 2 254,135 254,135
    GOLDMAN SACHS GROUP INC COM 541,691 541,691
    GRANITE CONST INC COM 67,725 67,725
    GRAY T.V INC COM CL B 49,997 49,997
    GREEN PLAINS INC COM STK 80,122 80,122
    GREENBRIER COS INC COM STK 48,047 48,047
    GUESS INC COM 49,207 49,207
    HANCOCK WHITNEY CORP 91,787 91,787
    HARMONIC INC COM 50,462 50,462
    HERITAGE FINL CORP WASH COM 27,813 27,813
    HOME DEPOT INC COM 615,875 615,875
    HORACE MANN EDUCATORS CORP COM 40,790 40,790
    HUB GROUP INC CL A 63,770 63,770
    HUDSON PACIFIC PROPERTIES INC COM 50,977 50,977
    INFINERA CORP COM STK USD0.001 45,178 45,178
    INTEL CORP COM 257,500 257,500
    INTERCONTINENTAL EXCHANGE INC COM 380,768 380,768
    INTERNATIONAL BUSINESS MACHS CORP COM 240,588 240,588
    INTUIT COM 603,340 603,340
    INTUITIVE SURGICAL INC COM NEW STK 562,664 562,664
    JOHNSON & JOHNSON COM USD1 459,836 459,836
    JOHNSON CTLS INTL PLC COM USD0.01 309,954 309,954
    JPMORGAN CHASE & CO COM 426,120 426,120
    JPMORGAN CHASE & CO COM 2 237,525 237,525
    KIMBERLY-CLARK CORP COM 271,548 271,548
    KINSALE CAP GROUP INC COM 50,195 50,195
    KIRBY CORP COM 43,020 43,020
    KORN FERRY COM 62,856 62,856
    LADDER CAP CORP CL A CL A 41,126 41,126
    LIONS GATE ENTMT CORP CL B NON VTG NON VOTING SHS CL B 51,972 51,972
    LOCKHEED MARTIN CORP COM 452,437 452,437
    LXP INDUSTRIAL TRUST COM USD0.0001 85,363 85,363
    MACYS INC COM STK 76,262 76,262
    MADDEN STEVEN LTD COM 64,919 64,919
    MANPOWERGROUP INC 45,648 45,648
    MARCUS CORP DEL COM 31,969 31,969
    MARRIOTT VACATIONS WORLDWIDE CORP COM 62,861 62,861
    MASTERCARD INC CL A 485,441 485,441
    MAXAR TECHNOLOGIES INC COM NPV 40,545 40,545
    MC DONALDS CORP COM 429,448 429,448
    MERCK & CO INC NEW COM 313,151 313,151
    MERCK & CO INC NEW COM 2 245,248 245,248
    MERITOR INC COM 48,172 48,172
    META PLATFORMS INC 788,068 788,068
    MGIC INVT CORP WIS COM 56,844 56,844
    MICROSOFT CORP COM 252,240 252,240
    MICROSOFT CORP COM 2 748,312 748,312
    MICROSOFT CORP COM 3 1,245,057 1,245,057
    MILLERKNOLL INC COM STK USD0.20 47,185 47,185
    NETFLIX INC COM STK 736,182 736,182
    NORTHWESTERN CORP COM NEW COM NEW 53,788 53,788
    NVENT ELECTRIC PLC COM USD0.01 WI 51,946 51,946
    ONE GAS INC COM 58,658 58,658
    ORACLE CORP COM 218,025 218,025
    OVINTIV INC COM USD0.01 81,689 81,689
    PACWEST BANCORP DEL COM 86,094 86,094
    PATTERSON COS INC COM 50,541 50,541
    PAYLOCITY HLDG CORP COM 346,447 346,447
    PAYPAL HLDGS INC COM 402,807 402,807
    PDC ENERGY INC COM 83,072 83,072
    PEPSICO INC COM 1,163,857 1,163,857
    PEPSICO INC COM 2 455,120 455,120
    PEPSICO INC COM 3 260,565 260,565
    PERFORMANCE FOOD GROUP CO COM 58,969 58,969
    PFIZER INC COM 265,725 265,725
    PFIZER INC COM 2 268,914 268,914
    PHILIP MORRIS INTL COM STK NPV 408,500 408,500
    PHYSICIANS RLTY TR COM 42,970 42,970
    PIPER SANDLER COMPANIES COM USD0.01 16,601 16,601
    PLEXUS CORP COM 40,945 40,945
    PORTLAND GENERAL ELECTRIC CO COM NEW COMNEW 58,900 58,900
    PPG IND INC COM 2,517,624 2,517,624
    PRIMERICA INC COM 43,529 43,529
    PROASSURANCE CORP COM 43,440 43,440
    PROCTER & GAMBLE COM NPV 1,145,060 1,145,060
    QUALCOMM INC COM 371,226 371,226
    RAYTHEON TECHNOLOGIES CORP 189,332 189,332
    RENASANT CORP COM 70,511 70,511
    RLI CORP COM 41,029 41,029
    ROBLOX CORP COM USD0.0001 CL A 89,749 89,749
    RYDER SYS INC COM 48,716 48,716
    SABRA HEALTH CARE REIT INC COM 51,262 51,262
    SAIA INC COM STK 56,958 56,958
    SANDY SPRING BANCORP INC CMT-COM CMT-COM 56,590 56,590
    SCHLUMBERGER LTD COM COM 119,800 119,800
    SCHNITZER STL INDS INC CL A 67,496 67,496
    SCOTTS MIRACLE-GRO CLASS'A'COM NPV 241,500 241,500
    SELECT MED HLDGS CORP COM 46,011 46,011
    SERVICENOW INC COM USD0.001 462,815 462,815
    SHERWIN-WILLIAMS CO COM 270,459 270,459
    SIMPLY GOOD FOODS CO COM 55,247 55,247
    SITE CENTERS CORP 71,868 71,868
    SKYWEST INC COM 50,068 50,068
    SOUTHSTATE CORP COM 91,726 91,726
    SPIRE INC COM 61,111 61,111
    STAG INDL INC COM 101,004 101,004
    STARWOOD PROPERTY TRUST INC COM REIT 38,880 38,880
    STIFEL FINL CORP COM 39,083 39,083
    STRYKER CORP 267,420 267,420
    SUMMIT HOTEL PROPERTIES INC COM 43,979 43,979
    SUMMIT MATLS INC CL A CL A 79,076 79,076
    SUN COMMUNITIES INC COM 557,890 557,890
    SUNSTONE HOTEL INVS INC NEW COM 44,551 44,551
    SUPERNUS PHARMACEUTICALS INC COM STK 53,946 53,946
    SYNOVUS FINL CORP COM NEW COM NEW 90,905 90,905
    TEGNA INC COM 39,143 39,143
    TENET HEALTHCARE CORP COM NEW . 80,301 80,301
    TEREX CORP NEW COM 42,148 42,148
    TESLA INC COM USD0.001 722,838 722,838
    TEXAS INSTRUMENTS INC COM 152,661 152,661
    THE TRADE DESK INC COM CL A COM CL A 554,422 554,422
    TJX COS INC COM NEW 227,760 227,760
    TRINSEO PLC COM USD0.01 55,240 55,240
    TRIUMPH GROUP INC NEW COM 51,569 51,569
    TRONOX HOLDINGS PLC ORD USD0.01 64,977 64,977
    TRUIST FINL CORP COM 373,315 373,315
    ULTA BEAUTY INC COM STK USD0.01 410,278 410,278
    UNION PAC CORP COM 431,304 431,304
    UNITED CMNTY BK BLAIRSVILLE GA COM 81,476 81,476
    UNITED PARCEL SVC INC CL B 531,992 531,992
    UNITEDHEALTH GROUP INC COM 475,024 475,024
    UNIVAR SOLUTIONS INC 67,473 67,473
    V F CORP COM 1,356,034 1,356,034
    V F CORP COM 2 82,739 82,739
    V F CORP COM 3 190,372 190,372
    VERINT SYS INC COM 62,382 62,382
    VERIS RESIDENTIAL INC COM STK USD0.01 52,493 52,493
    VERITEX HLDGS INC COM 68,621 68,621
    VERIZON COMMUNICATIONS COM 187,056 187,056
    VICTORIAS SECRET & CO COM 47,987 47,987
    VISHAY INTERTECHNOLOGY INC COM STK 56,731 56,731
    VISTEON CORP COM NEW COM NEW 54,903 54,903
    WABASH NATL CORP COM 44,193 44,193
    WALGREENS BOOTS ALLIANCE INC COM 260,800 260,800
    WALMART INC COM 260,442 260,442
    WALT DISNEY CO 247,824 247,824
    WELLS FARGO & CO NEW COM STK 239,900 239,900
    WERNER ENTERPRISES INC COM 45,801 45,801
    WESCO INTL INC COM 77,507 77,507
    WEYERHAEUSER CO COM 267,670 267,670
    WINTRUST FINL CORP COM 62,393 62,393
    WOLVERINE WORLD WIDE INC COM 56,468 56,468
    ZURN ELKAY WATER SOLUTIONS CORPORATION 48,445 48,445

    TY 2021 InvestmentsOtherSchedule2
    Name:
    Burton D Morgan Foundation Inc
    EIN:
    34-6598971
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Avista Capital Partners Nycom Holdings, LLC FMV 823 823
    Avista Capital Private Equity Fund II FMV 384,663 384,663
    Baillie Gifford Long-Term Growth Fund FMV 17,867,681 17,867,681
    Carlson Capital Black Diamond Arbitrage Fund FMV 8,134,677 8,134,677
    Commonfund Capital Natural Resources Fund IX FMV 4,165,512 4,165,512
    Eleuthera Properties Ltd. FMV 330,464 330,464
    Franklin Small Cap Brw Fund FMV 6,424,501 6,424,501
    H.I.G. Whitehorse Luxembourg Loan Feeder Fund FMV 2,076,817 2,076,817
    H.I.G. Whitehorse Offshore Loan Feeder Fund FMV 4,432,957 4,432,957
    Harrison Street Core Property Fund LP FMV 5,366,796 5,366,796
    NEO Capital Fund LP FMV 275,256 275,256
    Riverside Micro Cap Fund IV - B FMV 3,672,023 3,672,023
    Riverside Micro Cap Fund IV-A FMV 9,395,594 9,395,594
    SPDR S&P 500 ETF FMV 15,485,596 15,485,596
    TRG Forestry Fund 8-B LP FMV 20,000 20,000
    Vanguard Index Tr Mid Cap Admiral Fund FMV 16,910,113 16,910,113
    Vanguard Instl Index Fund FMV 36,037,979 36,037,979

    TY 2021 LandEtcSchedule2
    Name:
    Burton D Morgan Foundation Inc
    EIN:
    34-6598971
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Furniture 1,925 1,925 0  
    Furn 3,844 3,844 0  
    CHAIRS-FOREMOST 1,394 1,394 0  
    FILE CABINETS-FOREMOST 1,003 1,003 0  
    FILE CABINET 1,306 1,306 0  
    DESK - BREWSTER STROUD 952 952 0  
    FURNITURE 1,740 1,740 0  
    FILE CABINET 1,306 1,306 0  
    PORTRAIT 30 X 24 3,400 3,400 0  
    LATERAL FILE 1,494 1,494 0  
    FIREKING FILE 1,574 1,574 0  
    FURNITURE 799 799 0  
    FURNITURE 10,757 10,757 0  
    CREDENZA 220 220 0  
    OFFICE FURNISHINGS 404 404 0  
    FILE CABINET 886 886 0  
    PRINTER STAND/STORAGE 868 868 0  
    DDH TABLE 536 536 0  
    DDH TABLE/DESK 535 535 0  
    BONFOEY - ARTWORK 4,440 4,440 0  
    BDM PORTRAIT 3,400 3,400 0  
    WINDSOR CHAIRS 5,023 5,023 0  
    MAINE COTTAGE 453 453 0  
    INTERSTATE 4,726 4,726 0  
    FURNITURE 61,600 61,600 0  
    CHEST 2,100 2,100 0  
    MAPLE SERVER 750 750 0  
    ROCKWELL PRINT 7,050 7,050 0  
    CREDENZA 1,389 1,389 0  
    FURNITURE 1,184 1,184 0  
    FRAMING 1,414 1,414 0  
    FURNITURE 12,059 12,059 0  
    FURNITURE 87,605 87,605 0  
    Baldwin House 14,493 5,102 9,391  
    Baldwin House 47,482 16,718 30,764  
    Gardens Limited-Lanscaping 11,772 11,772 0  
    Gardens Limited-Landscaping 10,365 10,365 0  
    Gardens Limited-Lanscaping 23,819 23,819 0  
    Gardens Limited-Lanscaping 3,850 3,850 0  
    Gardens Limited-Landscaping 2,460 2,460 0  
    Gardens Limited-Landscaping 1,489 1,489 0  
    Rockwell Print-Downhill Racer 3,850 3,850 0  
    Warwick Communications 53,509 53,509 0  
    Land 233,024 0 233,024  
    Gardens Limited 18,810 18,810 0  
    Rose Upholstry - chair 870 870 0  
    Exterior lights 1,039 1,039 0  
    Parking lot signs 1,086 1,086 0  
    Builing - purchase and costs 798,176 305,967 492,209  
    Architect fees 120,903 46,347 74,556  
    Architect fees 75,387 28,899 46,488  
    Bath Specialities (Welty - Item no. 9) 4,031 4,031 0  
    Grading & Earthwork (Welty - Item No. 14) 141,413 141,413 0  
    Site Utilities (Welty - Item No. 15) 17,573 17,573 0  
    Concrete Paving (Welty Item No. 21/22) 14,757 14,757 0  
    Flooring (Welty Item No. 35/CO9/CO17) 74,670 74,670 0  
    Fire Extinguishers (Welty Item No. 38/39) 758 758 0  
    Window Treatments (Welty Item No. 41) 9,718 9,718 0  
    Security System (Welty Item No. 49/CO18) 17,876 17,876 0  
    Toilet Seat Covers (Welty Item No. CO3) 201 201 0  
    Site Concrete (Welty Item No. CO6) 17,040 17,040 0  
    Concrete Extras (Welty Item No. CO11) 3,502 3,502 0  
    Mirrors (Welty Item No. CO21/CO25) 939 939 0  
    Renovations 22 Aurora St. 1,796,368 688,608 1,107,760  
    Kitchen backsplash 1,486 1,486 0  
    Welty Renovations - Baldwin House 35,000 12,323 22,677  
    Construction Costs 128,697 45,311 83,386  
    Signage - lobby & restroom 6,266 6,092 174  
    Architectural Services 12,090 4,382 7,708  
    Wrought iron fence and misc 6,666 6,554 112  
    Install cut stone in fountain 2,552 2,509 43  
    Boardroom credenza 1,437 1,437 0  
    Blue sideboard - kitchen 3,812 3,812 0  
    Framing Denison 450 450 0  
    Framing Downhill Racer 527 527 0  
    Rockwell Print Extra Good Boys & Girls 10,050 10,050 0  
    Upholstery Mr. Morgan's chairs 1,700 1,700 0  
    Framing Rockwell Santa 1,301 1,301 0  
    Framing Purdue 905 905 0  
    Baldwin House - landscaping 5,588 5,247 341  
    Landscaping - BH 11,579 10,872 707  
    Construction Costs 21,730 7,650 14,080  
    Baldwin House - Arch Services 455 160 295  
    Water meter 675 634 41  
    Landscape Arch Design - BH 1,125 1,056 69  
    Arch Services 982 347 635  
    Reprogramming Board room equipment 3,900 3,900 0  
    Baldwin House 324 114 210  
    Rear stairwell door 2,933 1,026 1,907  
    Construction Costs 17,521 6,169 11,352  
    JCVN Officer Chair 1,453 1,453 0  
    DMG Office Chair 1,453 1,453 0  
    MEE Credenza 2,169 2,169 0  
    BDM Portrait-Mitsuno Ishii Reedy 6,500 6,500 0  
    Door, hardware and installation 2,234 773 1,461  
    Basement dehumidifier 2,059 703 1,356  
    Sewage Pump - basement 1,563 534 1,029  
    BH Threshold basement 455 154 301  
    Exterior lamps and wiring 731 731 0  
    Framing Lewis & Reedy 415 415 0  
    CAD Documentation 900 900 0  
    Huang artwork & framing 262 262 0  
    Chuck Kovacic artwork & framing 223 223 0  
    Baldwin House exterior painting 1,710 571 1,139  
    Telephone Lines 2,562 854 1,708  
    Norman Rockwell "America Marches Forward" 4,050 4,050 0  
    Framing "America Marches Forward" 594 594 0  
    2 Drawer Lateral Fire King File 1,395 1,395 0  
    2 Drawer Lateral Fire King File 1,395 1,395 0  
    Roof Restoration / Siding Replacment 10,900 9,145 1,755  
    Improvements 1,652 509 1,143  
    Chenoweth portrait 1,262 1,262 0  
    Norman Rockwell "High Dive" 6,500 6,500 0  
    Framing "High Dive" 1,890 1,890 0  
    Computer Monitor - (SKL -2) 169 169 0  
    Bromelkamp Egrant software module 11,313 11,313 0  
    Bldg final payment 5,000 1,375 3,625  
    Norman Rockwell "County Agriculture Agent" 6,000 6,000 0  
    Frame for Rockwell - County Ag 1,673 1,673 0  
    2 Benches in Courtyard 1,128 1,128 0  
    Fountain Painting and Fram 900 900 0  
    BDFM Bldg painting "artwork" 550 550 0  
    DDH Laptop (Reserve 2) 879 879 0  
    SKL - Monitor 151 151 0  
    Shadowbox for glider suit 2,575 2,383 192  
    GMD Monitor 139 139 0  
    GMD Task Chair 526 483 43  
    First Pearl License (4) 1,220 1,220 0  
    Plastic vapor barrier for crawl space 1,100 629 471  
    HVAC expansion tank 2,150 1,242 908  
    Tripp-Lite Rackmount KVM console 679 679 0  
    Phone system equip - router & trunk 1,404 1,111 293  
    Architect Fees 24,039 4,057 19,982  
    HVAC Compressor 3,063 1,514 1,549  
    Tech design & Install 4,811 811 4,000  
    Wireless Upgrade 3,797 3,797 0  
    Backup ISP 1,199 1,199 0  
    Remodel - Ruhlin Pymt 1 36,011 6,076 29,935  
    Innovation Rm Furnishings (down pymt) 14,503 9,789 4,714  
    P. Kelley 38th Street painting 6,000 4,200 1,800  
    Remodel Ruhlin payment 2 65,578 11,065 54,513  
    BDM portrait (Farr) 3,400 2,040 1,360  
    Artwork "Playground" Harriet Morore Ballard 6,000 4,050 1,950  
    Data and phone cabling 1,264 214 1,050  
    Ruhlin remodel - payment 3 70,408 11,881 58,527  
    iPad Air 2 - DDH 750 750 0  
    Wireless polycom phone 1,450 1,450 0  
    Innovation Room furnishngs - 2nd pymt 13,068 8,821 4,247  
    Security airphone - innovation rm 965 652 313  
    Server switch upgrade 11,466 11,466 0  
    Sandstone steps in courtyard 4,220 1,851 2,369  
    Ruhlin remodel - final payment 16,774 2,830 13,944  
    iPad Air 3 DMG 678 678 0  
    Gault Portrait 1,000 633 367  
    Innovation furniture final payment 1,435 922 513  
    Modular Panels - Library/office 1,650 1,045 605  
    Frame - Gault Portrait 441 279 162  
    NEOLaunchNet Software Platform 63,960 63,960 0  
    New Funeral Door 3,720 589 3,131  
    Frame for BDM Portrait (Farr) 565 340 225  
    Dell Lattitude Laptop Spare 989 989 0  
    Cisco Meraki Firewall Upgrade 3,620 3,620 0  
    PRISM II software conversion 1,913 1,083 830  
    HVAC Zone Controller Zone 5 1,304 727 577  
    Suncrest Gardens - front bed landscaping 6,876 2,441 4,435  
    D. Griggs monitors (2) 358 358 0  
    Digital signage system 3,349 1,647 1,702  
    Toshiba phone system and installatin 15,747 8,005 7,742  
    Optiplex desktop computer - SKL 774 774 0  
    Lattitude E5570 laptop DDH 1,171 390 781  
    Video intercom door system 3,490 1,009 2,481  
    Workroom A/C unit and roof condenser 9,760 3,741 6,019  
    Security camera upgrade 3,975 1,492 2,483  
    Cellular Communicator for Security System 1,260 473 787  
    Akoya grants mgmt platform 5,715 3,810 1,905  
    eGrant builder platform 2,500 2,500 0  
    VUB laptop Latitude 5580 1,923 1,923 0  
    Optiplex 5050 desktop computer - JMS 1,293 1,293 0  
    Add'l configuration to NLN platform 1,950 1,333 617  
    Hot water tank - basement 2,051 701 1,350  
    Addn to NLN platform for JCU 1,125 731 394  
    Heat exchanger unit 5,100 1,020 4,080  
    Add'l configuration to Akoya platform 4,781 4,781 0  
    Add'l configuration to eGrant platform 960 933 27  
    2nd Add'l configuration to Akoya platform 5,325 5,177 148  
    Latitude E5590 Laptop EBW & setup 2,120 2,003 117  
    Latitude E5590 Laptop Innov Rm & Set up 2,022 1,910 112  
    Optiplex 5060 Desktop DMG & set up 1,580 1,493 87  
    Access upgrade to Doors.net 2,083 1,966 117  
    Herman Miller Embody Chair JMS 935 250 685  
    Barco wireless presentation system Innov Rm 4,054 1,046 3,008  
    Erbaugh portrait & framing 1,659 387 1,272  
    Dehumidifier for vault room in basement 3,920 849 3,071  
    Latitude 5500 Laptop AKE 1,667 1,019 648  
    Latitude 5500 Laptop GMD 1,667 1,019 648  
    Latitude 5500 Laptop DDH 1,667 1,019 648  
    Dell Latitude 5500 SVR Laptop DMG 1,709 855 854  
    Dell Latitude 5500 SVR Laptop SKL 1,709 855 854  
    Dell Latitude 5501 lapton MCM 1,704 805 899  
    Landscape Plants 1,884 408 1,476  
    Boiler pumps and motors 4,041 291 3,750  
    SharePoint Server Migration 10,163 1,575 8,588  
    Latitude 5520 Laptop VUB 1,820 455 1,365  
    Latitude 5520 Laptop Innovation Rm 1,820 455 1,365  
    CPW5V-22 Sewer Ejection Pump 2,286 102 2,184  
    Boardroom and Innov Rm AV Equipment 33,670 3,367 30,303  
    Boardroom Meeting Camera 1,636 109 1,527  
    YIPPEE Platform v.1 185,000 3,083 181,917  


    TY 2021 LegalFeesSchedule
    Name:
    Burton D Morgan Foundation Inc
    EIN:
    34-6598971
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Buckingham Doolittle & Burroughs 10,061 1,319   8,742
    Schneider Smeltz Speith Bell LLP 2,171 285   1,886
    Fisher Broyles, LLP 65 9   56
    Elfvin, Klingshirn, Royer & Torch, LLC 7,685 1,007   6,678


    TY 2021 OtherAssetsSchedule
    Name:
    Burton D Morgan Foundation Inc
    EIN:
    34-6598971
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    457(b) Plan Investments 142,500 178,500 178,500
    PRI Loan to Manufacturing Advocacy and Growth Network 13,158 3,314 3,314


    TY 2021 OtherExpensesSchedule
    Name:
    Burton D Morgan Foundation Inc
    EIN:
    34-6598971
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Auto 8,520 1,117   7,403
    Dues & Subscriptions 16,259 2,132   14,128
    Filing Fee 225 29   196
    Insurance 30,834 4,042   26,792
    Maintenance 37,201 4,877   32,324
    Office Services 81,472 10,681   70,791
    Office Supplies 5,978 784   5,194
    Bank Service Charges 209 27   182
    Direct Program Expense 715,492 0   687,917
    Nonprofit Meetings 198 0   198
    Events (Trustee meeting & other) 25,604 3,357   22,247
    Limited Partnerships per K-1s 0 187,985   0


    TY 2021 OtherIncomeSchedule2
    Name:
    Burton D Morgan Foundation Inc
    EIN:
    34-6598971
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Other Partnership Income 229,004 72,971 229,004
    Class Action Settlements 933 933 933


    TY 2021 OtherIncreasesSchedule
    Name:
    Burton D Morgan Foundation Inc
    EIN:
    34-6598971
    Description Amount
    Unrealized Gains 21,702,088
    Returned Grants 8,250


    TY 2021 OtherLiabilitiesSchedule
    Name:
    Burton D Morgan Foundation Inc
    EIN:
    34-6598971
    Description Beginning of Year - Book Value End of Year - Book Value
    457(b) Plan Liabilities 142,500 178,500


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    Burton D Morgan Foundation Inc
    EIN:
    34-6598971
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Consulting 72,893 9,556   52,563
    HIG Fees - 2016 117,705 117,705   0
    HIG Fees - 2020 (Luxembourg) 197,556 197,556   0
    Harrison Street Fees 59,928 0   0
    Inv Mgt Fees 274,295 274,295   0
    Custodial Fees 38,670 38,670   0
    Investment Consulting Fees 106,202 106,202   0


    TY 2021 TaxesSchedule
    Name:
    Burton D Morgan Foundation Inc
    EIN:
    34-6598971
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise Tax 145,000 0   0