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
THE MORRIS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3100 W 7TH ST STE 245
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FORT WORTH, TX76107
A Employer identification number

75-2137184
B Telephone number (see instructions)

(817) 984-9802
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$258,641,525J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 3,779,773 3,779,773  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 12,079,793
b Gross sales price for all assets on line 6a 2,747,661,036
7 Capital gain net income (from Part IV, line 2)... 12,079,793
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 -43,653 0  
12 Total. Add lines 1 through 11........ 15,815,913 15,859,566  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 396,667 0   396,667
14 Other employee salaries and wages...... 75,000 0   75,000
15 Pension plans, employee benefits....... 84,730 0   84,730
16a Legal fees (attach schedule)......... Click to see attachment 20,982 10,491   10,490
b Accounting fees (attach schedule)....... Click to see attachment 89,561 67,170   22,390
c Other professional fees (attach schedule).... Click to see attachment 1,118,433 943,895   174,538
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 115,249 6,040   30,092
19 Depreciation (attach schedule) and depletion... Click to see attachment 41,211 10,303  
20 Occupancy.............. 63,007 15,751   47,256
21 Travel, conferences, and meetings....... 9,098 2,275   6,823
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 49,360 8,160   41,200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,063,298 1,064,085   889,186
25 Contributions, gifts, grants paid....... 11,880,821 8,893,786
26 Total expenses and disbursements. Add lines 24 and 25 13,944,119 1,064,085   9,782,972
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,871,794
b Net investment income (if negative, enter -0-) 14,795,481
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 43,159,775 3,804,129 3,804,129
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 16,322 6,284 6,284
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 221,860,614 Click to see attachment250,695,638 250,695,638
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet297,316
Less: accumulated depreciation (attach schedule) bullet199,855 138,672 Click to see attachment97,461 97,461
15 Other assets (describe bullet) Click to see attachment3,221,154 Click to see attachment4,038,013 Click to see attachment4,038,013
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 268,396,537 258,641,525 258,641,525
Liabilities 17 Accounts payable and accrued expenses.......... 1,429,691 527,325
18 Grants payable................. 3,300,000 3,287,036
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)    
23 Total liabilities (add lines 17 through 22)......... 4,729,691 3,814,361
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,728,897 3,462,876
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 259,937,949 251,364,288
29 Total net assets or fund balances (see instructions)..... 263,666,846 254,827,164
30 Total liabilities and net assets/fund balances (see instructions). 268,396,537 258,641,525
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
263,666,846
2
Enter amount from Part I, line 27a .....................
2
1,871,794
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
476,930
4
Add lines 1, 2, and 3 ..........................
4
266,015,570
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
11,188,406
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
254,827,164
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 SETTLEMENT LITIGATION      
b PUBLICLY TRADED SECURITIES      
c OAK HILL CAPITAL PARTNERS V (ONSHORE FEEDER), L.P. P    
d CAPITAL GAINS DIVIDENDS P    
e
(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 19,394     19,394
b 2,747,610,970   2,735,581,243 12,029,727
c 891     891
d 29,781     29,781
e
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       19,394
b       12,029,727
c       891
d       29,781
e
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 12,079,793
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........................... 3 205,657
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- ..... 5 205,657
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 4,869
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 210,526
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTX
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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.THEMORRISFOUNDATION-FW.COM
    14
    The books are in care ofbulletELIZABETH BRANDS Telephone no.bullet (817) 984-9802

    Located atbullet3100 WEST 7TH STFORT WORTHTX ZIP+4bullet76107
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 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)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ELIZABETH BRANDS ACTING EXEC DIRECTOR/HEAD OF EDUCATION
    40.00     		180,000 19,008 0
    3100 W 7TH ST STE 245
    FORT WORTH,TX76107
    TODD LILES EXECUTIVE DIRECTOR & TRUSTEE
    40.00     		216,667 0 0
    3100 W 7TH ST STE 245
    FORT WORTH,TX76107
    LAURA LILES TRUSTEE
    2.50     		20,000 0 0
    3100 W 7TH ST STE 245
    FORT WORTH,TX76107
    MICHELLE PIOTROWSKI TRUSTEE
    2.50     		20,000 0 0
    3100 W 7TH ST STE 245
    FORT WORTH,TX76107
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    EMILY TITUS EXECUTIVE ASSISTANT
    40.00     		75,000 0 0
    3100 W 7TH ST STE 245
    FORT WORTH,TX76102
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    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  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    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
    208,200,687
    b
    Average of monthly cash balances.......................
    1b
    39,970,590
    c
    Fair market value of all other assets (see instructions)................
    1c
    3,983,642
    d
    Total (add lines 1a, b, and c).........................
    1d
    252,154,919
    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
    252,154,919
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    3,782,324
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    248,372,595
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    12,418,630
    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
    12,418,630
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    205,657
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    205,657
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    12,212,973
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    12,212,973
    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
    12,212,973
    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 12,212,973
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 453,493
    b From 2017...... 502,089
    c From 2018...... 1,455,214
    d From 2019...... 521,163
    e From 2020...... 1,531,285
    f Total of lines 3a through e ........ 4,463,244
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 9,782,972
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 9,782,972
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 2,430,001 2,430,001
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,033,243
    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 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		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 ......     		2,033,243
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019.... 501,958
    d Excess from 2020.... 1,531,285
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AB CHRISTIAN LEARNING CENTER
    PO BOX 51078
    FORT WORTH,TX76105     		NONE PUBLIC AB CHRISTIAN LEARNING CENTER FREEDOM SCHOOL SUMMER READING PROGRAM 50,000
    ACH CHILD AND FAMILY SERVICES
    3712 WICHITA STREET
    FORT WORTH,TX76119     		NONE PUBLIC INNOVATIONS IN CARE: RESIDENTIAL TREATMENT CENTER 100,000
    ACH CHILD AND FAMILY SERVICES
    3712 WICHITA STREET
    FORT WORTH,TX76119     		NONE PUBLIC MORRIS HOME - WEDGWOOD TRANSITIONAL LIVING PROGRAM 100,000
    AIDS OUTREACH CENTER
    400 NORTH BEACH STREET 100
    FORT WORTH,TX76111     		NONE PUBLIC GEISEL-MORRIS DENTAL CLINIC 100,000
    ALL SAINTS HEALTH FOUNDATION DBA BAYLOR SCOTT & WHITE - ALL SAINTS HEALTH F
    1400 EIGHT AVENUE
    FORT WORTH,TX76104     		NONE PUBLIC GRADUATE MEDICAL EDUCATION - FQHC OBGYN EQUIPMENT 79,400
    ALLIANCE FOR CHILDREN INC
    3609 MARQUITA DRIVE
    FORT WORTH,TX76116     		NONE PUBLIC SUPPORT FOR TARRANT COUNTY VICTIMS OF CHILD ABUSE 75,000
    ALLIANCE FOR CHILDREN INC
    3609 MARQUITA DRIVE
    FORT WORTH,TX76116     		NONE PUBLIC REBUILDING LIVES: ALLIANCE FOR CHILDREN CAPITAL CAMPAIGN 200,000
    ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION INC
    225 NORTH MICHIGAN AVENUE 1700
    CHICAGO,IL60601     		NONE PUBLIC ALZ CARES (COMMUNITY ALLIANCES FOR RESOURCES, EDUCATION AND SUPPORT)-TARRANT COUNTY 25,000
    AMON CARTER MUSEUM OF WESTERN ART
    3501 CAMP BOWIE BOULEVARD
    FORT WORTH,TX76107     		NONE PUBLIC AMON CARTER EARLY LEARNING PROGRAM 15,525
    AVANCE
    2060 SINGLETON BOULEVARD
    DALLAS,TX75212     		NONE PUBLIC PARENT-CHILD EDUCATION PROGRAM (PCEP) 25,000
    BAYLOR UNIVERSITY
    ONE BEAR PLACE 97026
    WACO,TX76798     		NONE PUBLIC THE MORRIS FOUNDATION ENDOWED SCHOLARSHIP FUND IN EDUCATION IN MEMORY OF ALENE AND WARREN CHALKER 137,500
    BIG BROTHERS BIG SISTERS LONE STAR
    450 E JOHN CARPENTER FREEWAY
    IRVING,TX75062     		NONE PUBLIC EVIDENCE-BASED, ONE-TO-ONE YOUTH MENTORING 20,000
    BOYS & GIRLS CLUBS OF GREATER TARRANT COUNTY
    3218 E BELKNAP STREET
    FORT WORTH,TX76111     		NONE PUBLIC ON-SITE & VIRTUAL YOUTH DEVELOPMENT SUPPORT 125,000
    CAMP FIRE FIRST TEXAS
    2700 MEACHAM BOULEVARD
    FORT WORTH,TX76137     		NONE PUBLIC CAMP FIRE'S SCHOOL READINESS PROGRAM 275,000
    CAMP SUMMIT INC
    17210 CAMPBELL ROAD 180-W
    DALLAS,TX75252     		NONE PUBLIC CAMPERSHIP & FINANCIAL ASSISTANCE PROJECT FOR TARRANT COUNTY CAMPERS WITH DISABILITIES 60,000
    CANCER CARE SERVICES
    623 SOUTH HENDERSON STREET
    FORT WORTH,TX76104     		NONE PUBLIC JOURNEY OF HOPE 80,000
    CASA OF TARRANT COUNTY
    101 SUMMIT AVENUE 505
    FORT WORTH,TX76102     		NONE PUBLIC ADVOCACY FOR ABUSED AND NEGLECTED TARRANT COUNTY CHILDREN 100,000
    CASSATA HIGH SCHOOL
    1400 HEMPHILL STREET
    FORT WORTH,TX76104     		NONE PUBLIC CASSATA'S ACADEMIC MODEL: HELPING STUDENTS OVERCOME BARRIERS TO GRADUATION 100,000
    CATHOLIC CHARITIES DIOCESE OF FORT WORTH INC
    249 W THORNHILL DRIVE
    FORT WORTH,TX76115     		NONE PUBLIC PADUA 250,000
    CENTER FOR TRANSFORMING LIVES
    512 W 4TH STREET
    FORT WORTH,TX76102     		NONE PUBLIC EARLY EDUCATION AND CARE FOR LOW INCOME AND HOMELESS CHILDREN 100,000
    CHILD CARE ASSOCIATES
    3000 E BELKNAP STREET
    FORT WORTH,TX76111     		NONE PUBLIC DATA AND PERFORMANCE TEAM CAPACITY-BUILDING INVESTMENT 160,600
    CLC INC
    555 N GRANTS LANE
    FORT WORTH,TX76108     		NONE PUBLIC TRAINING AND EMPLOYMENT INITIATIVE 35,000
    CNM
    6688 N CENTRAL EXPRESSWAY 1025
    DALLAS,TX75206     		NONE PUBLIC THE MORRIS FOUNDATION EDUCATIONAL SERVICES SCHOLARSHIP FUND 20,000
    COMMUNITIES FOUNDATION OF TEXAS INC
    5500 CARUTH HAVEN LANE
    DALLAS,TX75225     		NONE PUBLIC NORTH TEXAS GIVING DAY 100,000
    COMMUNITIES FOUNDATION OF TEXAS INC PHILANTHROPY ADVOCATES
    5500 CARUTH HAVEN LANE
    DALLAS,TX75225     		NONE PUBLIC PHILANTHROPY ADVOCATES MEMBERSHIP AND EARLY GRADE SUCCESS POLICY WORK GROUP SUPPORT 20,000
    COMMUNITIES IN SCHOOLS OF GREATER TARRANT COUNTY
    5601 BRIDGE STREET 501
    FORT WORTH,TX76112     		NONE PUBLIC CASE MANAGEMENT FOR AT-RISK STUDENTS IN FORT WORTH ISD/COUNSELING AT FWISD FAMILY RESOURCE CENTERS 125,000
    COMMUNITY FOOD BANK
    3000 GALVEZ AVENUE
    FORT WORTH,TX76111     		NONE PUBLIC RUDY TAYLOR 100,000
    COOK CHILDREN'S HEALTH FOUNDATION
    801 7TH AVENUE
    FORT WORTH,TX76104     		NONE PUBLIC COOK CHILDRENS NEIGHBORHOOD CENTERS 125,000
    COOK CHILDREN'S HEALTH FOUNDATION
    801 7TH AVENUE
    FORT WORTH,TX76104     		NONE PUBLIC CHILD STUDY CENTER AT COOK CHILDRENS THE DEVELOPMENTAL PEDIATRICS CLINIC 75,000
    COOK CHILDREN'S HEALTH FOUNDATION
    801 7TH AVENUE
    FORT WORTH,TX76104     		NONE PUBLIC COOK CHILDRENS ALEXANDER VISION CENTER 80,000
    COWTOWN CLUBHOUSE
    215 W LANCASTER AVENUE 1292
    FORT WORTH,TX76101     		NONE PUBLIC CLUBHOUSE WELLNESS PROGRAM 30,000
    CRISTO REY FORT WORTH CATHOLIC HIGH SCHOOL
    2633 ALTAMESA BOULEVARD
    FORT WORTH,TX76133     		NONE PUBLIC THE JACK B. MORRIS CORPORATE WORK STUDY CENTER 100,000
    EDUCATIONAL FIRST STEPS
    2815 GASTON AVENUE
    DALLAS,TX75226     		NONE PUBLIC FOUR STEPS TO EXCELLENCE IN TARRANT COUNTY 100,000
    EXPANCO INC
    3005 WICHITA COURT
    FORT WORTH,TX76140     		NONE PUBLIC TRANSITIONING OF DAY HABILITATION SERVICES 100,000
    FIRST UNITED METHODIST CHURCH
    800 W 5TH STREET
    FORT WORTH,TX76102     		NONE PUBLIC FUMCFW COMMUNITY OUTREACH/FIRST STREET METHODIST MISSION 100,000
    FORT WORTH ADOLESCENT AND YOUNG ADULT ONCOLOGY COALITION
    PO BOX 471332
    FORT WORTH,TX76147     		NONE PUBLIC FORT WORTH ADOLESCENT & YOUNG ADULT ONCOLOGY COALITION (FWAYA) COLLABORATION PROJECT 100,000
    FORT WORTH AFFORDABILITY INC DBA FORT WORTH HOUSING SOLUTIONS
    1201 E 13TH STREET
    FORT WORTH,TX76102     		NONE PUBLIC STOP SIX CHOICE NEIGHBORHOOD IMPLEMENTATION (SUPPORT PERMANENT SUPPORTIVE HOUSING CONSTRUCTION) 225,000
    FORT WORTH CHAMBER DEVELOPMENT FOUNDATION
    777 TAYLOR STREET 900
    FORT WORTH,TX76102     		NONE PUBLIC GRANT TO FORT WORTH CHAMBER DEVELOPMENT FOUNDATION 50,000
    FORT WORTH COUNTRY DAY SCHOOL INC
    4200 COUNTRY DAY LANE
    FORT WORTH,TX76109     		NONE PUBLIC BREAKTHROUGH FORT WORTH 2021-2022 20,000
    FORT WORTH MUSEUM OF SCIENCE AND HISTORY
    1600 GENDY STREET
    FORT WORTH,TX76107     		NONE PUBLIC STEAM EDUCATION OUTREACH (FAMILY STEAM FESTIVALS) OF THE FORT WORTH MUSEUM OF SCIENCE AND HISTORY 25,000
    FORTRESS YOUTH DEVELOPMENT CENTER
    1007 E TERRELL AVENUE
    FORT WORTH,TX76104     		NONE PUBLIC FORTRESS PARENTS L.E.A.D. 25,000
    GILL CHILDREN'S SERVICES
    555 HEMPHILL STREET 200
    FORT WORTH,TX76104     		NONE PUBLIC GILL CHILDREN'S SERVICES 50,000
    GIRLS INCORPORATED OF TARRANT COUNTY
    1226 E WEATHERFORD STREET
    FORT WORTH,TX76102     		NONE PUBLIC INSPIRING AT-RISK GIRLS IN TARRANT COUNTY TO BE STRONG, SMART, AND BOLD 50,000
    GUARDIANSHIP SERVICES INC
    PO BOX 11481
    FORT WORTH,TX76110     		NONE PUBLIC MONEY MANAGEMENT PROGRAM FOR VULNERABLE ADULTS IN TARRANT COUNTY 60,000
    HOPE SUPPLY CO
    10480 SHADY TRAIL SUITE 104
    DALLAS,TX75220     		NONE PUBLIC BARBARA JOHNSON 30,000
    HUMANE SOCIETY OF NORTH TEXAS
    1840 EAST LANCASTER AVENUE
    FORT WORTH,TX76103     		NONE PUBLIC PATHWAY OUT OF HOMELESSNESS 30,000
    IDEA PUBLIC SCHOOLS
    2115 W PIKE BOULEVARD
    WESLACO,TX78596     		NONE PUBLIC PERMANENT SUBSTITUTE TEACHERS 100,000
    IMMUNIZATION COLLABORATION OF TARRANT COUNTY
    PO BOX 100192
    FORT WORTH,TX76185     		NONE PUBLIC LOW COST BACK TO SCHOOL VACCINE EVENTS, COMMUNITY EDUCATION, AND BUSINESS MANAGER EXPENSES 20,000
    LENA POPE
    3200 SANGUINET STREET
    FORT WORTH,TX76107     		NONE PUBLIC LENA POPE EARLY LEARNING CENTERS TUITION ASSISTANCE FUND 50,000
    LIGHTHOUSE FOR THE BLIND
    912 W BROADWAY
    FORT WORTH,TX76104     		NONE PUBLIC MISSION OPTICAL 25,000
    MEALS ON WHEELS INC OF TARRANT COUNTY
    5740 AIRPORT FREEWAY
    FORT WORTH,TX76117     		NONE PUBLIC NUTRITION PROGRAM 100,000
    MENTAL HEALTH CONNECTION OF TARRANT COUNTY
    3136 W 4TH ST
    FORT WORTH,TX76107     		NONE PUBLIC RECOGNIZE AND RISE 250,000
    METHODIST JUSTICE MINISTRY
    750 W 5TH ST
    FORT WORTH,TX76102     		NONE PUBLIC PROGRAM 46,000
    MHMR FOUNDATION
    3840 HULEN ST
    FORT WORTH,TX76107     		NONE PUBLIC FAMILY CONNECTS, A PROGRAM OF MHMR OF TARRANT, AT TEXAS HEALTH RESOURCES HARRIS 120,000
    NEW LEAF COMMUNITY SERVICES
    PO BOX 100103
    FORT WORTH,TX76185     		NONE PUBLIC FUTURE PERMANENT SUPPORTIVE HOUSING SITE 71,500
    NEWDAY SERVICES
    6816 CAMP BOWIE BOULEVARD W 112
    FORT WORTH,TX76116     		NONE PUBLIC FOCUS+ MENTOR-NAVIGATION FOR FWISD MOTHERS/FATHER 20,000
    NORTH TEXAS COMMUNITY FOUNDATION BEST PLACE FOR KIDS
    777 MAIN STREET 2850
    FORT WORTH,TX76012     		NONE PUBLIC THE BEST PLACE FOR KIDS!/THE BEST PLACE FOR WORKING PARENTS 50,000
    NORTH TEXAS COMMUNITY FOUNDATION READ FORT WORTH
    777 MAIN STREET 2850
    FORT WORTH,TX76012     		NONE PUBLIC READ FORT WORTH STRATEGIC FRAMEWORK SUPPORT 375,000
    NORTHSIDE INTER-COMMUNITY AGENCY INC
    1600 CIRCLE PARK DRIVE
    FORT WORTH,TX76164     		NONE PUBLIC GOOD WORKS PROGRAM 15,000
    PLANNED PARENTHOOD OF GREATER TEXAS
    7424 GREENVILLE AVENUE
    DALLAS,TX75231     		NONE PUBLIC SOUTHEAST FORT WORTH PATIENT ASSISTANCE FUND 160,000
    PLANNED PARENTHOOD OF GREATER TEXAS
    7424 GREENVILLE AVENUE
    DALLAS,TX75231     		NONE PUBLIC TOGETHER CAMPAIGN PATIENT ACCESS TO CARE 200,000
    PRESBYTERIAN NIGHT SHELTER
    PO BOX 2645
    FORT WORTH,TX76113     		NONE PUBLIC FAMILY SERVICES 125,000
    PRESBYTERIAN NIGHT SHELTER
    PO BOX 2645
    FORT WORTH,TX76113     		NONE PUBLIC CAMPAIGN FOR CAMPUS RENEWAL 200,000
    PROJECTHANDUPTHE GATEHOUSE
    PO BOX 398
    GRAPEVINE,TX76099     		NONE PUBLIC GATEHOUSE PROGRAM FOR WOMEN AND CHILDREN ESCAPING ABUSE, POVERTY, AND HOMELESSNESS 50,000
    READING PARTNERS
    638 3RD STREET
    OAKLAND,CA94607     		NONE PUBLIC READING PARTNERS LITERACY INTERVENTION FOR SYSTEMICALLY DISADVANTAGED NORTH TEXAS K-3 STUDENTS 25,000
    RECOVERY RESOURCE COUNCIL
    2700 AIRPORT FREEWAY
    FORT WORTH,TX76111     		NONE PUBLIC ENDURING FAMILIES: VETERANS MENTAL HEALTH PROGRAM 60,000
    RONALD MCDONALD HOUSE OF FORT WORTH
    1001 8TH AVENUE
    FORT WORTH,TX76104     		NONE PUBLIC SHARE-A-NIGHT PROGRAM 40,000
    SAFE CITY COMMISSION DBA ONE SAFE PLACE
    1100 HEMPHILL STREET
    FORT WORTH,TX76104     		NONE PUBLIC ONE SAFE PLACE CAPITAL CAMPAIGN 500,000
    SAFEHAVEN OF TARRANT COUNTY
    1010 NORTH CENTER STREET
    ARLINGTON,TX76011     		NONE PUBLIC SAFEPLAY 75,000
    SIXTY AND BETTER INC
    1400 CIRCLE DR 300
    FORT WORTH,TX76119     		NONE PUBLIC HEALTHY LIVING PROGRAM FOR OLDER ADULTS 60,000
    SOUTHERN METHODIST UNIVERSITY
    3140 DYER STREET
    DALLAS,TX75205     		NONE PUBLIC SMU CORE LITERACY TRIAGE STUDY 30,000
    SPECIAL CAMPS FOR SPECIAL KIDS DBA CAMP JOHN MARC
    4925 GREENVILLE AVENUE 400
    DALLAS,TX75206     		NONE PUBLIC CAMP JOHN MARC 15,000
    STAR-TELEGRAM CHARITIES INC THE GOODFELLOW FUND
    808 THROCKMORTON STREET
    FORT WORTH,TX76102     		NONE PUBLIC STAR-TELEGRAM CHARITIES, INC. / THE GOODFELLOW FUND 10,000
    TARRANT AREA FOOD BANK
    2525 CULLEN STREET
    FORT WORTH,TX76107     		NONE PUBLIC TARGETED COMMUNITY SUPPORT 175,000
    TARRANT COUNTY HOMELESS COALITION
    300 SOUTH BEACH STREET
    FORT WORTH,TX76105     		NONE PUBLIC BECOMING A NATIONAL LEADER THROUGH SHARING OUR SUCCESS WITH OTHER CONTINUUMS OF CARE 75,000
    TARRANT COUNTY SAMARITAN HOUSING INC
    929 HEMPHILL STREET
    FORT WORTH,TX76104     		NONE PUBLIC GENERAL OPERATIONS 100,000
    TEACH FOR AMERICA
    25 BROADWAY 12TH FLOOR
    NEW YORK,NY10004     		NONE PUBLIC 2021-2022 TEACHER DEVELOPMENT AND ALUMNI PROGRAM SUPPORT 80,000
    TEXAS CHRISTIAN UNIVERSITY
    TCU BOX 297044
    FORT WORTH,TX76129     		NONE PUBLIC CPECE RESEARCH: IMPACT OF COVID ON K-12 EDUCATION 45,000
    TEXAS CHRISTIAN UNIVERSITY
    TCU BOX 297044
    FORT WORTH,TX76129     		NONE PUBLIC KINDERFROGS SCHOOL ASSOCIATES PROGRAM - 2021 50,000
    TEXAS HEALTH RESOURCES FOUNDATION
    612 E LAMAR BOULEVARD 300
    ARLINGTON,TX76011     		NONE PUBLIC TEXAS HEALTH FORT WORTH INDIGENT PHARMACY PROGRAM 25,000
    TEXAS HEALTH RESOURCES FOUNDATION
    612 E LAMAR BOULEVARD 300
    ARLINGTON,TX76011     		NONE PUBLIC TEXAS HEALTH WELLNESS FOR LIFE MOBILE HEALTH INDIGENT PROGRAM 75,000
    TEXAS HEALTH RESOURCES FOUNDATION
    612 E LAMAR BOULEVARD 300
    ARLINGTON,TX76011     		NONE PUBLIC MORRIS MEDITATION GARDEN REFRESH PROJECT 101,079
    THE CONCILIO
    400 S ZANG BOULEVARD 300
    DALLAS,TX75208     		NONE PUBLIC THE CONCILIO'S PARENTS AS LEADERS (PAL) 25,000
    THE FIRST THREE YEARS QUALITY CARE FOR INFANTS & TODDLERS
    2305 TERRACE AVENUE
    BATON ROUGE,LA70806     		NONE PUBLIC SAFE BABIES TARRANT COUNTY 30,000
    THE GEORGE W BUSH FOUNDATION
    2943 SMU BOULEVARD
    DALLAS,TX75205     		NONE PUBLIC SCHOOL LEADERSHIP INITIATIVE 35,000
    THE JORDAN ELIZABETH HARRIS FOUNDATION
    2830 S HULEN STREET 139
    FORT WORTH,TX76109     		NONE PUBLIC PROGRAM 53,182
    THE PARENTING CENTER
    2928 WEST 5TH STREET
    FORT WORTH,TX76107     		NONE PUBLIC 2021 FAMILY LIFE EDUCATION 25,000
    THE SALVATION ARMY DFW METROPLEX COMMAND
    440 WEST NYACK ROAD PO BOX C-635
    WEST NYACK,NY10994     		NONE PUBLIC THE MABEE CENTER - PROGRAMS & OPERATIONS 100,000
    THE WARM PLACE
    809 LIPSCOMB STREET
    FORT WORTH,TX76104     		NONE PUBLIC THE WARM PLACE EXPANSION PROJECT: "EXPANDING OUR HOME. HEALING MORE HEARTS." 125,000
    THE WARM PLACE
    809 LIPSCOMB STREET
    FORT WORTH,TX76104     		NONE PUBLIC GRIEF SUPPORT PROGRAM 30,000
    THE WOMEN'S CENTER OF TARRANT COUNTY
    1723 HEMPHILL STREET
    FORT WORTH,TX76110     		NONE PUBLIC COVID 19 MENTAL HEALTH STABILITY PROJECT 50,000
    TRINITY HABITAT FOR HUMANITY
    9333 N NORMANDALE STREET
    FORT WORTH,TX76116     		NONE PUBLIC PARTNERSHIP HOME PROGRAM 50,000
    UNBOUND
    5049 TRAIL LAKE DRIVE
    FORT WORTH,TX76133     		NONE PUBLIC UNBOUND'S UNDERGROUND DROP-IN CENTER FOR YOUTH 60,000
    UNION GOSPEL MISSION OF TARRANT COUNTY
    PO BOX 1957
    FORT WORTH,TX76101     		NONE PUBLIC UNION GOSPEL MISSION OF TARRANT COUNTY GENERAL OPERATIONS 100,000
    UNITED COMMUNITY CENTERS INC
    1200 EAST MADDOX
    FORT WORTH,TX76104     		NONE PUBLIC EDUCATIONAL LITERACY PROGRAM 120,000
    UNITED WAY OF TARRANT COUNTY EARLY LEARNING ALLIANCE
    1500 NORTH MAIN STREET 200
    FORT WORTH,TX76164     		NONE PUBLIC EARLY LEARNING ALLIANCE 42,000
    UNTHSC FOUNDATION
    500 CAMP BOWIE BOULEVARD
    FORT WORTH,TX76107     		NONE PUBLIC UNTHSC PEDIATRIC MOBILE CLINIC 50,000
    UPLIFT EDUCATION
    1825 MARKET CENTER BOULEVARD 500
    DALLAS,TX75207     		NONE PUBLIC UPLIFT CRESCENDO OPERATING 100,000
    WAYNE STATE UNIV RESEARCH & TECHNOLOGY PARK IN THE CITY OF DETROIT
    440 BURROUGHS
    DETROIT,MI48202     		NONE PUBLIC BOOKNOOK VIRTUAL TRAINING 250,000
    WESTAID
    7940 CAMP BOWIE WEST BOULEVARD
    FORT WORTH,TX76116     		NONE PUBLIC MEETING THE CHALLENGES OF FOOD INSECURITY: DIRECTOR OF OPERATIONS 42,000
    YMCA OF METROPOLITAN FORT WORTH
    512 LAMAR 400
    FORT WORTH,TX76102     		NONE PUBLIC EARLY LEARNING CENTER 135,000
    Total .................................bullet 3a 8,893,786
    bApproved for future payment
    PLANNED PARENTHOOD OF GREATER TEXAS
    7424 GREENVILLE AVENUE
    DALLAS,TX75231     		NONE PUBLIC TOGETHER CAMPAIGN PATIENT ACCESS TO CARE 200,000
    SOUTHERN METHODIST UNIVERSITY
    3140 DYER STREET
    DALLAS,TX75205     		NONE PUBLIC SMU CORE LITERACY TRIAGE STUDY 58,800
    TEXAS HEALTH RESOURCES FOUNDATION
    612 E LAMAR BOULEVARD 300
    ARLINGTON,TX76011     		NONE PUBLIC MORRIS MEDITATION GARDEN REFRESH PROJECT 303,235
    THE WARM PLACE
    809 LIPSCOMB STREET
    FORT WORTH,TX76104     		NONE PUBLIC THE WARM PLACE EXPANSION PROJECT: "EXPANDING OUR HOME. HEALING MORE HEARTS." 125,000
    FORT WORTH AFFORDABILITY INC DBA FORT WORTH HOUSING SOLUTIONS
    1201 E 13TH STREET
    FORT WORTH,TX76102     		NONE PUBLIC STOP SIX CHOICE NEIGHBORHOOD IMPLEMENTATION (SUPPORT PERMANENT SUPPORTIVE HOUSING CONSTRUCTION) 400,000
    Total .................................bullet 3b 1,087,035
    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 ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 12,079,793  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIP REVENUE     		523000 -71,890 01 28,237  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. -71,890 15,887,803 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    15,815,913
    (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:
    THE MORRIS FOUNDATION
    EIN:
    75-2137184
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 89,561 67,170   22,390

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

    TY 2021 DepreciationSchedule
    Name:
    THE MORRIS FOUNDATION
    EIN:
    75-2137184
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    SEE AUDITED FINANCIAL STATEMENTS 2021-01-01 297,316 158,644 SL 39.000000000000 41,211 0    

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE MORRIS FOUNDATION
    EIN:
    75-2137184
    Name of Stock End of Year Book Value End of Year Fair Market Value
    FROST WC793 18,584,460 18,584,460
    JP MORGAN 2008 2,310,383 2,310,383
    STIFEL 4053 3,946,719 3,946,719
    BMO HARRIS - EQUITY 172,250,452 172,250,452
    BMO HARRIS - FIXED INCOME 53,603,624 53,603,624

    TY 2021 LandEtcSchedule2
    Name:
    THE MORRIS FOUNDATION
    EIN:
    75-2137184
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    SEE AUDITED FINANCIAL STATEMENTS 297,316 199,855 97,461  


    TY 2021 LegalFeesSchedule
    Name:
    THE MORRIS FOUNDATION
    EIN:
    75-2137184
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 20,982 10,491   10,490


    TY 2021 OtherAssetsSchedule
    Name:
    THE MORRIS FOUNDATION
    EIN:
    75-2137184
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    BENEFIT IN MARITAL TRUST 242,378 238,181 238,181
    CHARITABLE REMAINDER UNITRUSTS 2,887,420 3,224,695 3,224,695
    INTEREST RECEIVABLE 9,356 416,895 416,895
    NOTE RECEIVABLE 82,000 127 127
    DEFERRED EXCISE TAX 0 158,115 158,115


    TY 2021 OtherDecreasesSchedule
    Name:
    THE MORRIS FOUNDATION
    EIN:
    75-2137184
    Description Amount
    CHANGE IN VALUE OF MARITAL TRUST 4,197
    UNREALIZED GAINS AND LOSSES 11,184,209


    TY 2021 OtherExpensesSchedule
    Name:
    THE MORRIS FOUNDATION
    EIN:
    75-2137184
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE 15,836 3,959   11,877
    INFORMATION TECHNOLOGY 7,224 0   7,224
    GRANT ADMINISTRATION 7,000 0   7,000
    BANK CHARGES 1,073 268   805
    POSTAGE AND SHIPPING 3,912 978   2,934
    MEMBERSHIP FEES 6,748 1,687   5,061
    PRINTING AND REPRODUCTION 2,718 680   2,038
    RECRUITING 2,500 0   2,500
    RESEARCH AND SUBSCRIPTIONS 859 215   644
    MISCELLANEOUS 1,490 373   1,117


    TY 2021 OtherIncomeSchedule2
    Name:
    THE MORRIS FOUNDATION
    EIN:
    75-2137184
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP REVENUE -43,653   -43,653


    TY 2021 OtherIncreasesSchedule
    Name:
    THE MORRIS FOUNDATION
    EIN:
    75-2137184
    Description Amount
    CHANGE IN VALUE OF CRUT 337,275
    PRIOR PERIOD ADJUSTMENT 139,655


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE MORRIS FOUNDATION
    EIN:
    75-2137184
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY 943,895 943,895   0
    TRUSTEE FEE 60,000 0   60,000
    CONSULTING 96,344 0   96,344
    PAYROLL 18,194 0   18,194


    TY 2021 TaxesSchedule
    Name:
    THE MORRIS FOUNDATION
    EIN:
    75-2137184
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAX 30,092 0   30,092
    FOREIGN TAX 6,040 6,040   0
    EXCISE TAX 79,117 0   0