Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$186,139,622J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 4,518,142 2,853,146  
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 7,682,756
b Gross sales price for all assets on line 6a 34,021,215
7 Capital gain net income (from Part IV, line 2)... 9,000,091
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
List of Attached Documents:
// Content
309,342 573,968  
12 Total. Add lines 1 through 11........ 12,510,340 12,427,305  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 753,311 137,493   615,818
14 Other employee salaries and wages...... 547,387 71,762   475,625
15 Pension plans, employee benefits....... 178,271 23,371   156,221
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
4,580 600   3,259
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
52,527 6,886   45,954
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,202,960 414,736   91,352
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
175,000 0   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
182,666 23,948  
20 Occupancy.............. 26,315 3,450   23,701
21 Travel, conferences, and meetings....... 126,555 16,048   108,130
22 Printing and publications.......... 14,050 1,842   15,441
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,168,716 26,125   1,161,868
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,432,338 726,261   2,697,369
25 Contributions, gifts, grants paid....... 6,443,137 7,338,937
26 Total expenses and disbursements. Add lines 24 and 25 10,875,475 726,261   10,036,306
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,634,865
b Net investment income (if negative, enter -0-) 11,701,044
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 108,775 73,480 73,480
2 Savings and temporary cash investments......... 3,122,102 5,396,398 5,396,398
3 Accounts receivable right arrow227,658
Less: allowance for doubtful accounts right arrow   168,384 227,658 227,658
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 46,912 46,305 46,305
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 50,973,911 Click to see attachment
List of Attached Documents:
// Content
47,323,884 		47,323,884
c Investments—corporate bonds (attach schedule)....... 7,421,607 Click to see attachment
List of Attached Documents:
// Content
5,051,691 		5,051,691
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 108,441,997 Click to see attachment
List of Attached Documents:
// Content
125,238,620 		125,238,620
14 Land, buildings, and equipment: basis right arrow5,200,207
Less: accumulated depreciation (attach schedule) right arrow2,528,679 2,663,751 Click to see attachment
List of Attached Documents:
// Content
2,671,528 		2,671,528
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
227,667 		Click to see attachment
List of Attached Documents:
// Content
110,058 		Click to see attachment
List of Attached Documents:
// Content
110,058
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 173,175,106 186,139,622 186,139,622
Liabilities 17 Accounts payable and accrued expenses.......... 83,697 48,623
18 Grants payable................. 1,859,950 964,150
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
227,667 		Click to see attachment
List of Attached Documents:
// Content
110,058
23 Total liabilities (add lines 17 through 22)......... 2,171,314 1,122,831
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 168,549,817 182,828,097
25 Net assets with donor restrictions............ 2,453,975 2,188,694
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 171,003,792 185,016,791
30 Total liabilities and net assets/fund balances (see instructions). 173,175,106 186,139,622
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
171,003,792
2
Enter amount from Part I, line 27a .....................
2
1,634,865
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
12,378,134
4
Add lines 1, 2, and 3 ..........................
4
185,016,791
5
Decreases not included in line 2 (itemize) right arrow
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
185,016,791
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b H.I.G. WHITEHORSE OFFSHORE DIRECT LENDING FUND P    
c H.I.G. WHITEHORSE LUXEMBOURG DIRECT LENDING FUND - 2020 P    
d CAPITAL GAINS FROM PASSTHROUGHS 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 33,716,807   25,008,012 8,708,795
b 5,706   5,706 0
c 7,406   7,406 0
d 291,296     291,296
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       8,708,795
b       0
c       0
d       291,296
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 9,000,091
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 right arrow 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) 1 162,645
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........................... 3 162,645
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- ..... 5 162,645
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 223,554
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 47,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 270,554
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 107,909
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow107,909 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowOH
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
List of Attached Documents:
// Content
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowWWW.BDMORGANFDN.ORG
14
The books are in care ofright arrowDENISE M GRIGGS Telephone no.right arrow (330) 655-1660

Located atright arrow22 AURORA STHUDSONOH ZIP+4right arrow44236
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
DANIEL J HAMPU PRESIDENT/CEO
40.00 		335,500 37,258 0
22 AURORA ST
HUDSON,OH44236
DENISE M GRIGGS VICE PRESIDENT/CFO
40.00 		232,667 42,886 0
22 AURORA ST
HUDSON,OH44236
RICHARD N SEAMAN CHAIRPERSON
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
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
MARK D ROBESON TRUSTEE
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 		122,250 20,256 0
22 AURORA ST
HUDSON,OH44236
EMILY M BEAN DIR. OF YOUTH ENTREP
40.00 		106,129 22,846 0
22 AURORA ST
HUDSON,OH44236
GINA M DOTSON GRANTS & COMMUNICATI
40.00 		93,875 21,058 0
22 AURORA ST
HUDSON,OH44236
MICHELLE B MARCUS PROGRAM OFFICER
40.00 		84,183 19,121 0
22 AURORA ST
HUDSON,OH44236
JEANNE M SILCOX EXECUTIVE ASSISTANT
40.00 		72,264 10,293 0
22 AURORA ST
HUDSON,OH44236
Total number of other employees paid over $50,000...................right arrow 1
Form 990-PF (2023)
Form 990-PF (2023)
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
HIG CAPITAL ALTERNATIVE INVEST FUND MANAGEMENT 640,014
1450 BRICKELL AVE 31ST FLOOR
MIAMI,FL44313
ENTREPRENEURSHIP POLICY ADVISORS CONSULTING 410,000
475J ARSENAL COURT
WATERTOWN,MA02472
WONDERKILN LLC PLATFORM DEVELOPMENT 185,413
526 S MAIN ST SUITE 9X
AKRON,OH44311
CLEARSTEAD INVESTMENT CONSULTANT 105,788
1100 SUPERIOR AVE EAST SUITE 700
CLEVELAND,OH44114
BROADLEAF PARTNERS LLC INVESTMENT MANAGER 94,598
9 AURORA STREET SUITE 5
HUDSON,OH94598
Total number of others receiving over $50,000 for professional services.............right arrow11
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. 494,251
2 MORGAN FOUNDATION SUPPORTS ENTREPRENEURSHIP EDUCATION FOR YOUTH THROUGH A MARKET-BASED PLATFORM ON WHICH EDUCATORS DECIDE WHAT IS FUNDED USING A POINTS-BASED SYSTEM. THROUGH YIPPEE EXCHANGE, HIGH-QUALITY PRODUCTS ARE AVAILABLE ON THE SITE; EDUCATORS USE POINTS TO PURCHASE THEM; AND PROVIDERS ARE PAID BASED ON WHAT EDUCATORS BUY. THE MARKETPLACE BUILDS STUDENT SKILLS AND EXPOSES STUDENTS TO ENTREPRENEURS IN THEIR COMMUNITIES. 422,460
3 THE FOUNDATION HAS PARTNERED WITH THE EDWARD LOWE FOUNDATION TO PROVIDE EDUCATIONAL PROGRAMMING TO ACCELERATE SUCCESS FOR SECOND-STAGE BUSINESSES. THE PROGRAMS FOCUS ON PEER LEARNING, LEADERSHIP EDUCATION, AND STRATEGIC INFORMATION. THE TWO FOUNDATIONS SHARE A MISSION TO CHAMPION FREE ENTERPRISE AND ENTREPRENEURSHIP 26,500
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. 19,378
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
121,768,834
b
Average of monthly cash balances.......................
1b
10,408,791
c
Fair market value of all other assets (see instructions)................
1c
42,687,330
d
Total (add lines 1a, b, and c).........................
1d
174,864,955
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
174,864,955
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,622,974
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
172,241,981
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
8,612,099
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
8,612,099
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
162,645
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
162,645
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
8,449,454
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
8,449,454
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
8,449,454
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
10,036,306
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
178,553
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
10,214,859
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 8,449,454
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 844,834
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 10,214,859
a Applied to 2022, but not more than line 2a 844,834
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 2023 distributable amount..... 8,449,454
e Remaining amount distributed out of corpus 920,571
5 Excess distributions carryover applied to 2023. 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 5 920,571
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		920,571
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 920,571
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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

ACCESS INC

230 W MARKET ST
AKRON,OH44303 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 20,000

ACCESS INC

230 W MARKET ST
AKRON,OH44303 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 25,000

ADAPTIVE SPORTS PROGRAM OF OHIO

2148 EAGLE PASS SUITE C
WOOSTER,OH44691 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 25,000

AKRON ZOOLOGICAL PARK

500 EDGEWOOD AVE
AKRON,OH44307 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 10,000

AKRON-CANTON REGIONAL FOODBANK

350 OPPORTUNITY PKWY
AKRON,OH44307 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 5,000

ALLEGHENY COLLEGE

520 N MAIN ST
MEADVILLE,PA16335 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 25,000

ANIMAL WELFARE LEAGUE OF TRUMBULL COUNTY

PO BOX 66
VIENNA,OH44473 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 500

ARTISTS ARCHIVES OF THE WESTERN RESERVE

1834 E 123RD STREET
CLEVELAND,OH44106 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 1,000

ASHLAND UNIVERSITY

401 COLLEGE AVE
ASHLAND,OH44805 		  PC FOR CONTENT CREATION AND FOR ENTREPRENEURSHIP AND FREE ENTERPRISE PROGRAMMING IN 2023-24 145,000

ASHLAND UNIVERSITY

401 COLLEGE AVE
ASHLAND,OH44805 		  PC TO SUPPORT MICROGRANTS IN 2023 19,000

ASSOCIATION OF FUNDRAISING PROFESSIONALS NORTHEAST OHIO CHAPTER

PO BOX 1286
BATH,OH44210 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 500

AVIVA (SARASOTA-MANATEE JEWISH HOUSING COUNCIL)

1951 N HONORE AVENUE
SARASOTA,FL34235 		  PC FOR THE FUND FOR CAREGIVERS, IN MEMORY OF IRENE D. SEAMAN 1,000

BALDWIN WALLACE UNIVERSITY

275 EASTLAND RD
BEREA,OH44017 		  PC TO SUPPORT NEOLAUNCHNET PROGRAMMING IN 2023-24 140,000

BE A BETTER ME FOUNDATION

901 TUSCARAWAS STREET E
CANTON,OH44707 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 15,000

BOUNCE INNOVATION HUB

526 S MAIN ST
AKRON,OH44311 		  PC TO SUSTAIN EXISTING PROGRAMMING AND TO PURCHASE EQUIPMENT / OUTFIT CLASSROOMS 544,000

BRITE

125 W MARKET ST
WARREN,OH44481 		  PC TO SUPPORT ACTIVITIES OF BRITENETWORK IN 2023-24 100,000

CAMPAIGN FOR HUMAN RIGHTS INC

137 MONTAGUE STREET
BROOKLYN,NY11201 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 15,000

CANDID

32 OLD SLIP 24TH FL
NEW YORK,NY10005 		  PC FOR OPERATING SUPPORT OF THE CANDID MIDWEST REGION 7,500

CASE WESTERN RESERVE UNIVERSITY

10900 EUCLID AVE
CLEVELAND,OH44106 		  PC TO SUPPORT MICROGRANTS IN 2023 30,000

CASE WESTERN RESERVE UNIVERSITY

10900 EUCLID AVE
CLEVELAND,OH44106 		  PC TO SUPPORT NEOLAUNCHNET PROGRAMMING IN 2023-24 130,000

CASE-BARLOW BICENTENNIAL FARM

1931 BARLOW RD
HUDSON,OH44236 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 1,500

CENTER FOR CHRISTIAN VIRTUE

PO BOX 2945
COLUMBUS,OH43216 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 2,000

CHAIR-ITY INC

200 PUBLIC SQUARE 3270
CLEVELAND,OH44114 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 12,500

CHILDREN'S ADVOCACY CENTER OF PORTAGE COUNTY

6847 N CHESTNUT ST
RAVENNA,OH44266 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 25,000

CHIPPEWA LAKE WATER SKI SHOW TEAM

PO BOX 217
CHIPPEWA LAKE,OH44215 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 15,000

CINCINNATI PLAYHOUSE IN THE PARK

962 MT ADAMS CIRCLE
CINCINNATI,OH45202 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 2,000

CINCINNATI SCHOLARSHIP FOUNDATION

324 E 4TH STREET
CINCINNATI,OH45202 		  PC FOR THE ODELL OWENS SCHOLARSHIP FUND 2,000

CINCINNATI YOUTH COLLABORATIVE

301 OAK STREET
CINCINNATI,OH45219 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 2,000

CITY OF HUDSON

1140 TEREX RD STE 400
HUDSON,OH44236 		  GOV TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 1,200

CLEVELAND STATE UNIVERSITY FOUNDATION

2121 EUCLID AVE
CLEVELAND,OH441152214 		  PC TO SUPPORT ENTREPRENEURSHIP PROGRAMMING IN 2023-24 70,000

CLEVELAND STATE UNIVERSITY FOUNDATION

2121 EUCLID AVE
CLEVELAND,OH441152214 		  PC TO SUPPORT MICROGRANTS IN 2023 20,000

COLLEGE NOW GREATER CLEVELAND INC

1500 W 3RD ST
CLEVELAND,OH441142321 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 5,000

COLLEGE NOW GREATER CLEVELAND INC

1500 W 3RD ST
CLEVELAND,OH441142321 		  PC FOR THE JIMMY MALONE SCHOLARSHIP PROGRAM 5,000

COMMUNITY INITIATIVES

1000 BROADWAY STE 480
OAKLAND,CA94607 		  PC FOR OPERATING SUPPORT FOR ENTREPRENEURSHIP FUNDERS NETWORK 20,000

CONSERVANCY FOR CUYAHOGA VALLEY NATIONAL PARK

1403 WEST HINES HILL ROAD
PENINSULA,OH44264 		  PC FOR THE RIVER ACCESS IMPROVEMENT PROJECT 25,000

COUNCIL OF FRIENDS GROUPS OF AKRON-SUMMIT COUNTY PUBLIC LIBRARY

430 LISBON DR
TALLMADGE,OH44278 		  PC FOR ENTREPRENEURSHIP PROGRAMMING 10,000

CUYAHOGA COMMUNITY COLLEGE FOUNDATION

700 CARNEGIE AVENUE
CLEVELAND,OH44115 		  PC FOR THE WILLIAM H. GARY WORKFORCE TRAINING SCHOLARSHIP FUND 2,000

CUYAHOGA COMMUNITY COLLEGE FOUNDATION

700 CARNEGIE AVENUE
CLEVELAND,OH44115 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 1,000

CUYAHOGA COUNTY PUBLIC LIBRARY

2111 SNOW ROAD
CLEVELAND,OH44134 		  PC TO SUPPORT AN INNOVATION CENTER AT CCPL-SOLON BRANCH 100,000

DESTINATION HUDSON

27 E MAIN ST
HUDSON,OH44236 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 6,000

DO IT FOR JAMES FOUNDATION

PO BOX 2128
STREETSBORO,OH44241 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 500

DOMESTIC VIOLENCE PROJECT INC

PO BOX 9459
CANTON,OH44711 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 15,000

DOWNTOWN AKRON PARTNERSHIP

103 S HIGH ST 4TH FL
AKRON,OH44308 		  PC TO SUPPORT THE START DOWNTOWN PROGRAM 20,000

DOWNTOWN ARTS THEATER

PO BOX 1717 116 EAST SOUTH STREET
WOOSTER,OH44691 		  PC FOR THE LYRIC THEATER RENOVATION PROJECT IN 2022-2023 50,000

ECONOMIC GROWTH FOUNDATION

1240 HURON ROAD E
CLEVELAND,OH44115 		  PC TO SUPPORT THE LAUNCH OF MAP LAB IN 2023-25 130,000

EFFECTIVE LEADERSHIP ACADEMY

4480 RICHMOND RD
WARRENSVILLE HEIGHTS,OH44128 		  PC FOR THE 2023-24 CHAMBER LEADERSHIP ACADEMY 3,000

EMMANUEL CHRISTIAN ACADEMY

350 S PORTAGE PATH
AKRON,OH44320 		  PC FOR ENTREPRENEURSHIP PROGRAMMING 20,000

ENTREPRENEURS ORGANIZATION OF CLEVELAND

6253 N APPLECROSS ROAD
CLEVELAND,OH44143 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 3,000

FAMICOS FOUNDATION INC

1325 ANSEL ROAD
CLEVELAND,OH44106 		  PC FOR A YOUTH EMPLOYMENT PROGRAM 5,000

FARE-CLE COMMUNITY FUND INC

33055 SHADOWBROOK
SOLON,OH44139 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 300

FIRST CONGREGATIONAL CHURCH OF HUDSON

47 AURORA ST
HUDSON,OH44236 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 10,000

FIRST EVANGELICAL CONGREGATIONAL CHURCH

369 EAST WOODSDALE AVENUE
AKRON,OH44301 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 500

FOOD BANK CONTRA COSTA AND SOLANO

4010 NELSON AVENUE
CONCORD,CA94520 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 50,000

FORCE - FACING OUR RISK OF CANCER EMPOWERED

16057 TAMPA PALMS BLVD W
TAMPA,FL33647 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 250

FRIENDS OF THE WOOSTER SYMPHONY ORCHESTRA

240 E BEVERLY ROAD
WOOSTER,OH44691 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 10,000

FUND FOR OUR ECONOMIC FUTURE OF NORTHEAST OHIO

4415 EUCLID AVE STE 202
CLEVELAND,OH44103 		  PC FOR OPERATING SUPPORT AND JOB CREATION AND/OR ENTREPRENEURIAL SUPPORT ACTIVITIES 230,000

FUSION CHURCH

220 INDUSTRIAL DRIVE
MANSFIELD,OH44904 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 1,000

GENDERSPHERE

3583 INGLESIDE ROAD
BEACHWOOD,OH44122 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 700

GENDERSPHERE

3583 INGLESIDE ROAD
BEACHWOOD,OH44122 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 12,500

GIRLS ON THE RUN EAST CENTRAL OHIO

237 TUSCARWAS STREET W
CANTON,OH44702 		  PC FOR SCHOLARSHIPS FOR GIRLS TO PARTICIPATE IN THE PROGRAM 10,000

GRACE HOUSE AKRON INC

475 NORTH HOWARD STREET
AKRON,OH44310 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 25,000

GREATER AKRON CHAMBER FOUNDATION

388 S MAIN STREET
AKRON,OH44311 		  PC TO SUPPORT THE BUSINESS RESOURCE NAVIGATOR AND THE POLYMER CONNECTIVITY CLUSTER 41,752

GREATER AKRON MUSICAL ASSOCIATION

92 N MAIN STREET
AKRON,OH44308 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 25,000

GREATER CINCINNATI TELEVISION EDUCATIONAL FOUNDATION

1223 CENTRAL PARKWAY
CINCINNATI,OH45214 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 2,000

GREATER CLEVELAND SPORTS COMMISSION

334 EUCLID AVE
CLEVELAND,OH44114 		  PC TO SUPPORT PAID INTERNSHIPS AT GREATER CLEVELAND SPORTS COMMISSION FOR STUDENTS OF COLOR IN 2024 10,000

GREATER TOLEDO COMMUNITY FOUNDATION

300 MADISON AVENUE SUITE 1300
TOLEDO,OH43604 		  PC FOR PAMS FUND, WHICH WAS ESTABLISHED IN MEMORY OF PAM HOWELL-BEACH 500

GROWTH OPPORTUNITY PARTNERS

6001 EUCLID AVENUE SUITE 100
CLEVELAND,OH44103 		  PC TO CREATE A FUND THAT AIMS TO FOSTER EQUITABLE ECONOMIC GROWTH IN UNDERSERVED OHIO COMMUNITIES BY OFFERING CREDIT ENHANCEMENT THROUGH CASH COLLATERAL LOAN GUARANTEES 500,000

HAWAII COMMUNITY FOUNDATION

827 FORT STREET MALL
HONOLULU,HI96813 		  PC FOR THE MAUI STRONG FUND 20,000

HEALTHNETWORK FOUNDATION

3350 LANDER ROAD SUITE 225
CLEVELAND,OH44124 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 10,000

HEALTHY HEARTS AND PAWS PROJECT

384 COLLAR PRICE RD SE
BROOKFIELD,OH44403 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 500

HEBREW FREE LOAN ASSOCIATION

1422 EUCLID AVENUE SUITE 400
CLEVELAND,OH44115 		  PC FOR BUSINESS LENDING IN NORTHEAST OHIO 150,000

HIRAM COLLEGE

PO BOX 67
HIRAM,OH442340067 		  PC TO SUPPORT CENTER FOR INTEGRATED ENTREPRENEURSHIP ACTIVITIES 43,000

HUDSON CITY SCHOOL DISTRICT

76 N HAYDEN PKWY
HUDSON,OH44236 		  GOV TO SUPPORT HUDSON HIGH SCHOOL CLUBS 15,000

HUDSON CITY SCHOOL DISTRICT

76 N HAYDEN PKWY
HUDSON,OH44236 		  GOV TO SUPPORT HUDSON MIDDLE SCHOOL CLUBS 10,000

HUDSON COMMUNITY FIRST

49 E MAIN ST
HUDSON,OH44236 		  PC FOR THE CAREER PANEL AND INTERN FOR A DAY PROGRAM 6,000

HUDSON COMMUNITY FOUNDATION

49 E MAIN ST
HUDSON,OH44236 		  PC FOR THE HUDSON BANDSTAND FUND SUMMER CONCERT SERIES 2,500

HUDSON COMMUNITY FOUNDATION

49 E MAIN ST
HUDSON,OH44236 		  PC FOR THE HUDSON DEI ALLIANCE 2,500

HUDSON COMMUNITY FOUNDATION

49 E MAIN ST
HUDSON,OH44236 		  PC FOR THE VINCENT WILLIAM BARAN CHARITABLE FUND 6,000

HUDSON COMMUNITY SERVICE ASSOCIATION

PO BOX 1472
HUDSON,OH44236 		  PC FOR THE HELPING HANDS ASSISTANCE FUND 8,000

HUDSON FARMERS MARKET

PO BOX 1073
HUDSON,OH44236 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 5,000

HUDSON HERITAGE ASSOCIATION

PO BOX 2218
HUDSON,OH44236 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 250

HUDSON JOB SEARCH

7666 HUDSON PARK DR
HUDSON,OH44236 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 7,500

HUDSON LIBRARY AND HISTORICAL SOCIETY

96 LIBRARY ST
HUDSON,OH44236 		  PC TO SUPPORT PROGRAMMING FOR THE BURTON D. MORGAN ENTREPRENEURSHIP CENTER INCLUDING GLOBAL ENTREPRENEURSHIP WEEK PROGRAMMING IN HUDSON 60,000

HUDSON MONTESSORI SCHOOL

7545 DARROW RD
HUDSON,OH44236 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 5,000

HUDSON ROTARY FOUNDATION INC

PO BOX 323
HUDSON,OH44236 		  PC FOR THE SCHOLARSHIP FUND 1,000

HUDSON-LANDSBERG SISTER CITY

PO BOX 1382
HUDSON,OH442360882 		  PC FOR THE CHRISTKINDLMARKT EVENT IN 2023 5,000

IDEASTREAM PUBLIC MEDIA

1375 EUCLID AVE
CLEVELAND,OH44115 		  PC TO SUPPORT REGIONAL BUSINESS STORYTELLING EFFORTS 70,000

INSPIRING MINDS

PO BOX 8512
WARR,OH44484 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 1,000

IRAN HUMAN RIGHTS DOCUMENTATION CENTER

129 CHURCH STREET SUITE 423
NEW HAVEN,CT06510 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 15,000

JOHN CARROLL UNIVERSITY

1 JOHN CARROLL BLVD
UNIVERSITY HEIGHTS,OH44118 		  PC TO SUPPORT MICROGRANTS IN 2023 20,000

JOHN CARROLL UNIVERSITY

1 JOHN CARROLL BLVD
UNIVERSITY HEIGHTS,OH44118 		  PC TO SUPPORT NEOLAUNCHNET PROGRAMMING IN 2023-24 160,000

JUMPSTART INC

6701 CARNEGIE AVE STE 100
CLEVELAND,OH44103 		  PC TO SUPPORT BURTON D. MORGAN MENTORING PROGRAM 333,000

JUNIOR ACHIEVEMENT OF EASTERN OHIO

1601 MOTOR INN DRIVE 304
GIRARD,OH44420 		  PC FOR ENTREPRENEURSHIP PROGRAMMING AND OPERATIONS 50,000

JUNIOR ACHIEVEMENT OF GREATER CLEVELAND

1422 EUCLID AVENUE SUITE 952
CLEVELAND,OH44115 		  PC FOR ENTREPRENEURSHIP PROGRAMMING AND OPERATIONS 60,000

JUNIOR ACHIEVEMENT OF NORTH CENTRAL OHIO

4353 EXECUTIVE CIRCLE
CANTON,OH44718 		  PC FOR ENTREPRENEURSHIP PROGRAMMING AND OPERATIONS 135,000

JUNIOR ACHIEVEMENT OF NORTH CENTRAL OHIO

4353 EXECUTIVE CIRCLE
CANTON,OH44718 		  PC TO SUPPORT TRAVEL EXPENSES FOR TEAMS COMPETING IN THE 2023 NATIONAL COMPETITION 3,000

KENT STATE UNIVERSITY FOUNDATION

350 S LINCOLN ST PO BOX 5190
KENT,OH44242 		  PC TO SUPPORT THE DEVELOPING ENTREPRENEURSHIP IN POSTSECONDARY EDUCATION FOR JUSTICE-INVOLVED LEARNERS PROGRAM 33,150

KENT STATE UNIVERSITY FOUNDATION

350 S LINCOLN ST PO BOX 5190
KENT,OH44242 		  PC TO SUPPORT MICROGRANTS IN 2023 40,000

KENT STATE UNIVERSITY FOUNDATION

350 S LINCOLN ST PO BOX 5190
KENT,OH44242 		  PC TO SUPPORT NEOLAUNCHNET PROGRAMMING IN 2023-24 185,000

LAKELAND FOUNDATION

7700 CLOCKTOWER DRIVE
KENT,OH44242 		  PC TO SUPPORT MICROGRANTS IN 2023 20,000

LAWRENCE SCHOOL

1551 E WALLINGS RD
BROADVIEW HEIGHTS,OH44147 		  PC FOR DEI PROFESSIONAL DEVELOPMENT AND PROGRAMMING FOR STAFF AND STUDENTS AND FOR THE SENIOR SEMINAR PROGRAM 50,000

LEADERSHIP HUDSON

PO BOX 1078
HUDSON,OH44236 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 250

LORAIN COUNTY COMMUNITY COLLEGE FOUNDATION

1005 N ABBE RD CC220
ELYRIA,OH44035 		  PC TO SUPPORT MICROGRANTS IN 2023 5,000

LORAIN COUNTY COMMUNITY COLLEGE FOUNDATION

1005 N ABBE RD CC220
ELYRIA,OH44035 		  PC TO SUPPORT NEOLAUNCHNET PROGRAMMING IN 2023-24 170,000

LOUISVILLE COMMUNITY FOUNDATION

315 SOUTH CHAPEL STREET
LOUISVILLE,OH44641 		  PC FOR THE STEVE MOHR MEMORIAL SCHOLARSHIP FUND 2,500

MORAGA GARDEN CLUB

PO BOX 6062
MORAGA,CA94570 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 20,000

MUSIC FROM THE WESTERN RESERVE

PO BOX 265
HUDSON,OH44236 		  PC FOR THE 2023-24 CONCERT SEASON 3,000

NAMI SUMMIT COUNTY

150 CROSS ST
AKRON,OH44311 		  GOV FOR NAMIWALKS SUMMIT COUNTY 2023, IN SUPPORT OF TEAM CRYSTAL'S CREW 500

NATIONAL SKI SHOW ASSOCIATION INC

2701 LAKE MYRTLE PARK ROAD
AUBURNDALE,FL33823 		  PC FOR OPERATING SUPPORT FOR 2025 TEAM USA/ NSSA 10,000

NETWORK FOR TEACHING ENTREPRENEURSHIP

120 WALL STREET 18TH FLOOR
NEW YORK,NY10005 		  PC FOR ENTREPRENEURSHIP PROGRAMMING 75,000

NORTH HILL COMMUNITY DEVELOPMENT CORPORATION

760 ELMA ST
AKRON,OH44310 		  PC TO SUPPORT ENTREPRENEURSHIP PROGRAMMING 20,000

NORTHEAST OHIO HISPANIC CENTER FOR ECONOMIC DEVELOPMENT

2511 CLARK STREET
CLEVELAND,OH44109 		  PC TO SUPPORT CONSTRUCTION OF CENTROVILLA25 FACILITY 200,000

NORTHEAST OHIO MEDICAL UNIVERSITY FOUNDATION

4209 STATE ROUTE 44 PO BOX 95
ROOTSTOWN,OH44272 		  PC FOR GENERAL OPERATING SUPPORT OF THE STUDENT RUN FREE CLINIC 25,000

NORTHEAST OHIO MEDICAL UNIVERSITY FOUNDATION

4209 STATE ROUTE 44 PO BOX 95
ROOTSTOWN,OH44272 		  PC TO SUPPORT MICROGRANTS IN 2023 20,000

NORTHEAST OHIO MEDICAL UNIVERSITY FOUNDATION

4209 STATE ROUTE 44 PO BOX 95
ROOTSTOWN,OH44272 		  PC TO SUPPORT THE NEOVATIONS PROGRAM IN 2023-24 58,250

NOTRE DAME COLLEGE

4545 COLLEGE ROAD
EUCLID,OH44121 		  PC TO SUPPORT ENTREPRENEURSHIP ACTIVITIES 28,500

NOTRE DAME COLLEGE

4545 COLLEGE ROAD
EUCLID,OH44121 		  PC TO SUPPORT MICROGRANTS IN 2023 15,000

OBERLIN COLLEGE

50 N PROFESSOR STREET
OBERLIN,OH44074 		  PC TO SUPPORT MICROGRANTS IN 2023 10,000

OHIO & ERIE CANALWAY COALITION

47 W EXCHANGE STREET
AKRON,OH44308 		  PC FOR THE CIVIC COMMONS PROJECT 25,000

OHIO WOMEN'S ALLIANCE

1255 N HAMILTON ROAD PMB 19
COLUMBUS,OH43230 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 500

PEAK GRANTMAKING

1666 K ST NW STE 440
WASHINGTON,DC20006 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 2,250

PHILANTHROPY OHIO

500 S FRONT ST STE 900
COLUMBUS,OH43215 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 7,000

PHILANTHROPY OHIO

500 S FRONT ST STE 900
COLUMBUS,OH43215 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 20,000

PHILANTHROPY OHIO

500 S FRONT ST STE 900
COLUMBUS,OH43215 		  PC FOR SCHOLARSHIPS PROVIDED TO GRANTEES TO ATTEND THE NONPROFIT SUMMER LEARNING SERIES 1,100

PRESIDENTS' COUNCIL FOUNDATION INC

2814 DETROIT AVENUE SUITE 120
CLEVELAND,OH44115 		  PC TO GROW THE ORGANIZATIONS STAFF, INCLUDING THE ROLE OF CHIEF EXECUTIVE OFFICER AND OTHER HIGH-LEVEL STAFFING POSITIONS CRITICAL TO ORGANIZATIONAL GROWTH 135,000

PROJECT LEARN OF SUMMIT COUNTY

60 S HIGH ST
AKRON,OH44326 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 1,000

PROJECT LEARN OF SUMMIT COUNTY

60 S HIGH ST
AKRON,OH44326 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 25,000

PURDUE UNIVERSITY

403 WEST WOOD STREET
WEST LAFAYETTE,IN47907 		  PC FOR THE MITCHELL E. DANIELS, JR. SCHOOL OF BUSINESS 100,000

RAPE CRISIS CENTER OF MEDINA AND SUMMIT COUNTIES

974 E MARKET STREET
AKRON,OH44305 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 25,000

RAZOM

140 2ND AVENUE SUITE 305
NEW YORK,NY10003 		  PC TO PROVIDE EMERGENCY RELIEF IN UKRAINE 50,000

RONALD MCDONALD HOUSE CHARITIES OF GREATER CINCINNATI

341 ERKENBRECHER AVENUE
CINCINNATI,OH45229 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 2,000

ROSE'S RESCUE

PO BOX 33
ROOTSTOWN,OH44272 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 500

ROSE'S RESCUE

PO BOX 33
ROOTSTOWN,OH44272 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 25,000

SAINT MARY'S COLLEGE OF CALIFORNIA

1928 ST MARYS ROAD PBM 4300
MORAGA,CA94575 		  PC FOR THE MEN'S BASKETBALL PROGRAM 15,000

SEA CHANGE INCORPORATED

1271 E 1ST AVENUE
COLUMBUS,OH43212 		  PC TO SUPPORT SEA CHANGES 2023 NORTHEAST OHIO COHORT 40,000

SEALKIDS

6724 PERIMETER LOOP ROAD SUITE 314
BREMEN,OH43017 		  PC TO SUPPORT CHILDREN AND FAMILIES OF NAVY SEALS 10,000

SETON CATHOLIC SCHOOL

6923 STOW ROAD
HUDSON,OH44236 		  PC TO SUPPORT THE HABITS OF THE HEART YOUTH PHILANTHROPY PROGRAM 4,000

SOLON COMMUNITY LIVING

6790 RIDGECLIFF DRIVE
SOLON,OH44139 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 49,000

ST PERPETUA CHURCH

3454 HAMLIN ROAD
LAFEYETTE,CA94549 		  PC TO ASSIST A FAMILY SEEKING ASYLUM 10,000

STEWART'S CARING PLACE

3501 RIDGE PARK DRIVE
AKRON,OH44333 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 25,000

SUMMIT ARTSPACE

140 E MARKET ST 2ND FLOOR
AKRON,OH44308 		  PC TO SUPPORT ARTIST ENTREPRENEURSHIP PROGRAMMING 20,000

TEEN ENTERPRISE FOUNDATION

22402 VERA ST
CLEVELAND,OH44128 		  PC TO SUPPORT YOUTH ENTREPRENEURSHIP PROGRAMMING 5,000

THE COLLEGE OF WOOSTER

1189 BEALL AVE
WOOSTER,OH44691 		  PC FOR CO-SPONSORSHIP OF THE PRESENTATION OF HOW TO SUCCEED IN BUSINESS 5,000

THE DIVERSITY CENTER OF NORTHEAST OHIO

3659 GREEN RD STE 220
BEACHWOOD,OH44122 		  PC FOR EVENT SPONSORSHIP, SPECIFICALLY FOR THE 69TH ANNUAL HUMANITARIAN AWARD CELEBRATION 500

THE ENTREPRENEURS EDGE

6801 BRECKSVILLE RD 160
INDEPENDENCE,OH44131 		  PC TO SUPPORT THE EDGE FELLOWS PROGRAM IN 2023 57,600

THE IAN PATRICK SCHWARBER FOUNDATION

755 RIDGECREST ROAD
AKRON,OH44303 		  PC FOR THE BETTERMENT OF THE AKRON COMMUNITY 5,000

THE NATURE CONSERVANCY

6375 RIVERSIDE DRIVE SUITE 100
DUBLIN,OH43017 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 25,000

THE OHIO FOUNDATION OF INDEPENDENT COLLEGES INC

60 COLLEGEVIEW ROAD SUITE 107
WESTERVILLE,OH43081 		  PC FOR SCHOLARSHIPS FOR STUDENTS OF COLOR TOWARD STUDIES RELATED TO BUSINESS OR ECONOMICS 5,000

THE PHILANTHROPY ROUNDTABLE

1120 20TH STREET NW
WASHINGTON,DC20036 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 500

THE REFUGEE RESPONSE

2054 W 47TH STREET
CLEVELAND,OH44102 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 500

THE REFUGEE RESPONSE

2054 W 47TH STREET
CLEVELAND,OH44102 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 25,000

THE UNIVERSITY OF AKRON FOUNDATION

150 UNIVERSITY AVE
AKRON,OH443252901 		  PC FOR THE H.K. BARKER CENTER FOR ECONOMICS EDUCATION 500

THE UNIVERSITY OF AKRON FOUNDATION

150 UNIVERSITY AVE
AKRON,OH443252901 		  PC TO SUPPORT SEED CLINIC 85,900

THE WELL COMMUNITY DEVELOPMENT CORPORATION

647 EAST MARKET STREET
AKRON,OH44304 		  PC TO SUPPORT AKRON FOOD WORKS 87,000

TOMTOD IDEAS

439 MARKET AVE N
CANTON,OH44702 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 10,000

UNITED DISABILITY SERVICES INC

701 S MAIN ST
AKRON,OH443111019 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 25,000

UNITED DISABILITY SERVICES INC

701 S MAIN ST
AKRON,OH443111019 		  PC TO SUPPORT THE ALL-STAR TRAINING CLUB 500

UNITED WAY OF WAYNE AND HOLMES COUNTIES

215 S WALNUT ST PO BOX 548
WOOSTER,OH44691 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 10,000

UNIVERSITY HOSPITALS HEALTH SYSTEM

11100 EUCLID AVE MCCO-5062
CLEVELAND,OH44106 		  PC FOR DIVERSITY, EQUITY AND INCLUSION INITIATIVES IN 2023-24 25,000

UNIVERSITY OF AKRON RESEARCH FOUNDATION

170 UNIVERSITY CIR
AKRON,OH443252103 		  SO III FI TO ENHANCE THE CAPACITY OF THE ENTREPRENEURSHIP EDUCATION CONSORTIUM, PROMOTE EXPANDED COLLABORATION AMONG ECOSYSTEM STAKEHOLDERS, AND DESIGN/COORDINATE PROGRAMMING THAT ADDRESSES ECOSYSTEM NEEDS 92,950

UNIVERSITY OF AKRON RESEARCH FOUNDATION

170 UNIVERSITY CIR
AKRON,OH443252103 		  SO III FI TO SUPPORT ENTRPRENEURSHIP EDUCATION CONSORTIUM 100,000

UNIVERSITY OF AKRON RESEARCH FOUNDATION

170 UNIVERSITY CIR
AKRON,OH443252103 		  SO III FI TO SUPPORT THE STRIDE ACCELERATOR 50,000

UNIVERSITY OF HAWAII FOUNDATION

1314 SOUTH KING STREET SUITE B
HONOLULU,HI96814 		  PC FOR THE MEN'S BASKETBALL PROGRAM 10,000

UNIVERSITY SCHOOL

2785 SOM CENTER RD
HUNTING VALLEY,OH44022 		  PC FOR THE GREG MALKIN FUND FOR YOUTH ENTREPRENEURSHIP 20,000

UNIVERSITY SCHOOL

2785 SOM CENTER RD
HUNTING VALLEY,OH44022 		  PC TO SUPPORT YOUNG ENTREPRENEUR INSTITUTE 204,000

UNIVERSITY SCHOOL

2785 SOM CENTER RD
HUNTING VALLEY,OH44022 		  PC FOR THE YIPPEE SPONSORSHIP FUND 1,250

UNIVERSITY SCHOOL

2785 SOM CENTER RD
HUNTING VALLEY,OH44022 		  PC TO LAUNCH ENTREPRENEW NATIONWIDE AND EXPLORE INTEGRATION INTO OHIO CTE 201,285

UNIVERSITY SCHOOL

2785 SOM CENTER RD
HUNTING VALLEY,OH44022 		  PC TO SUPPORT THE 2023 ENSPIRE CONFERENCE 215,000

URSULINE COLLEGE

2550 LANDER ROAD
PIKE,OH44124 		  PC FOR ENTREPRENEURSHIP PROGRAMMING 15,000

VENTURE FOR AMERICA INC

307 7TH AVE STE 1201
NEW YORK,NY10001 		  PC TO SUPPORT VFA'S NORTHEAST OHIO PROGRAM 75,000

VENTURELAB

200 W 6TH STREET SUITE 1700
AUSTIN,TX78701 		  PC TO SUPPORT THE SPARK STARTUP MENTORSHIP PROGRAM 20,000

VENTUREWELL

100 VENTURE WAY
HADLEY,MA01035 		  PC TO SPONSOR OPEN 23 AND THE DESHPANDE SYMPOSIUM 20,000

WESTERN RESERVE ACADEMY

115 COLLEGE ST
HUDSON,OH44236 		  PC TO SUPPORT THE STUDENT PHILANTHROPY PROGRAM 4,000

WESTERN RESERVE COMMUNITY FUND

1 CASCADE PLAZA SUITE 1700
AKRON,OH44308 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 200,000

WESTERN RESERVE HISTORICAL SOCIETY

10825 E BLVD
CLEVELAND,OH44106 		  PC FOR YEE FOR CLE IN THE 2023-24 ACADEMIC YEAR 130,000

WESTERN RESERVE LAND CONSERVANCY

3850 CHAGRIN RIVER ROAD
MORELAND HILLS,OH44022 		  PC FOR THE CLEVELAND TREE COALITION 25,000

WOMENSAFE INC

12041 RAVENNA ROAD
CHARDON,OH44024 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 2,000

WORTHINGTON CHRISTIAN SCHOOL

6675 WORTHINGTON GALENA ROADCOLUMBU
OH 43085
COLUMBUS,OH43085 		  PC TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION 500

YOUNGSTOWN STATE UNIVERSITY FOUNDATION

655 WICK AVENUE
YOUNGSTOWN,OH44502 		  PC TO SUPPORT ENTREPRENEURIAL PATHWAYS, CO-CURRICULAR OFFERINGS, AND MICROGRANTS 10,000

YOUNGSTOWN STATE UNIVERSITY FOUNDATION

655 WICK AVENUE
YOUNGSTOWN,OH44502 		  PC TO SUPPORT MICROGRANTS IN 2023 20,000

YOUNGSTOWN STATE UNIVERSITY FOUNDATION

655 WICK AVENUE
YOUNGSTOWN,OH44502 		  PC TO SUPPORT THE HONORS COLLEGE 500
Total .................................right arrow 3a 7,338,937
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ....     14 4,518,142  
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 .....     01 309,342  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 7,682,756  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 12,510,340 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
12,510,340
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
BURTON D MORGAN FOUNDATION INC
EIN:
34-6598971
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT 22,981 3,013   19,968
RETIREMENT PLAN FEES 17,996 2,359   15,637
TAX PREPARATION 11,550 1,514   10,349

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

TY 2023 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
BALDWIN HOUSE 2007-12-03 14,493 5,465 SL 40.000000000000 362 0    
BALDWIN HOUSE 2007-12-03 47,482 17,905 SL 40.000000000000 1,187 0    
WELTY RENOVATIONS - BALDWIN HOUSE 2007-12-03 35,000 13,198 SL 40.000000000000 875 0    
CONSTRUCTION COSTS 2007-12-03 128,697 48,530 SL 40.000000000000 3,217 0    
BALDWIN HOUSE - LANDSCAPING 2007-12-03 5,588 5,588 SL 15.000000000000 0 0    
LANDSCAPING - BH 2007-12-03 11,579 11,579 SL 15.000000000000 0 0    
CONSTRUCTION COSTS 2007-12-03 21,730 8,194 SL 40.000000000000 543 0    
BALDWIN HOUSE - ARCH SERVICES 2007-12-03 455 172 SL 40.000000000000 11 0    
WATER METER 2007-12-03 675 675 SL 15.000000000000 0 0    
LANDSCAPE ARCH DESIGN - BH 2007-12-03 1,125 1,125 SL 15.000000000000 0 0    
ARCH SERVICES 2007-12-03 982 370 SL 40.000000000000 25 0    
BALDWIN HOUSE 2007-12-03 324 122 SL 40.000000000000 8 0    
CONSTRUCTION COSTS 2007-12-03 17,521 6,607 SL 40.000000000000 438 0    
DOOR, HARDWARE AND INSTALLATION 2008-03-07 2,234 828 SL 40.000000000000 56 0    
BH THRESHOLD BASEMENT 2008-06-13 455 166 SL 40.000000000000 11 0    
EXTERIOR LAMPS AND WIRING 2008-07-28 731 731 SL 10.000000000000 0 0    
BALDWIN HOUSE EXTERIOR PAINTING 2008-09-11 1,710 613 SL 40.000000000000 43 0    
IMPROVEMENTS 2009-09-14 1,652 551 SL 40.000000000000 41 0    
NEW FUNERAL DOOR 2015-09-15 3,720 682 SL 40.000000000000 93 0    
EXTERIOR LIGHTS 2006-11-14 1,039 1,039 SL 10.000000000000 0 0    
PARKING LOT SIGNS 2006-07-31 1,086 1,086 SL 15.000000000000 0 0    
BUILING - PURCHASE AND COSTS 2006-09-09 798,176 325,922 SL 40.000000000000 19,954 0    
ARCHITECT FEES 2006-09-09 120,903 49,368 SL 40.000000000000 3,023 0    
ARCHITECT FEES 2006-09-09 75,387 30,783 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) 2006-09-06 141,413 141,413 SL 15.000000000000 0 0    
SITE UTILITIES (WELTY - ITEM NO. 15) 2006-09-09 17,573 17,573 SL 15.000000000000 0 0    
CONCRETE PAVING (WELTY ITEM NO. 21/22) 2006-09-09 14,757 14,757 SL 15.000000000000 0 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 17,876 SL 15.000000000000 0 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 17,040 SL 15.000000000000 0 0    
CONCRETE EXTRAS (WELTY ITEM NO. CO11) 2006-09-06 3,502 3,502 SL 15.000000000000 0 0    
MIRRORS (WELTY ITEM NO. CO21/CO25) 2006-09-06 939 939 SL 5.000000000000 0 0    
RENOVATIONS 22 AURORA ST. 2006-09-06 1,796,368 733,517 SL 40.000000000000 44,909 0    
KITCHEN BACKSPLASH 2006-09-09 1,486 1,486 SL 15.000000000000 0 0    
SIGNAGE - LOBBY & RESTROOM 2007-05-31 6,266 6,266 SL 15.000000000000 0 0    
ARCHITECTURAL SERVICES 2007-07-06 12,090 4,685 SL 40.000000000000 302 0    
REAR STAIRWELL DOOR 2007-07-06 2,933 1,100 SL 40.000000000000 73 0    
BASEMENT DEHUMIDIFIER 2008-04-18 2,059 755 SL 40.000000000000 51 0    
SEWAGE PUMP - BASEMENT 2008-05-01 1,563 573 SL 40.000000000000 39 0    
TELEPHONE LINES 2008-09-12 2,562 918 SL 40.000000000000 64 0    
ROOF RESTORATION / SIDING REPLACMENT 2009-06-11 10,900 9,871 SL 15.000000000000 727 0    
BLDG FINAL PAYMENT 2010-12-28 5,000 1,500 SL 40.000000000000 125 0    
PLASTIC VAPOR BARRIER FOR CRAWL SPACE 2013-05-23 1,100 703 SL 15.000000000000 73 0    
HVAC EXPANSION TANK 2013-05-07 2,150 1,386 SL 15.000000000000 143 0    
HVAC COMPRESSOR 2014-07-23 3,063 1,719 SL 15.000000000000 204 0    
PRISM II SOFTWARE CONVERSION 2016-05-12 1,913 1,275 SL 10.000000000000 191 0    
HVAC ZONE CONTROLLER ZONE 5 2016-05-24 1,304 859 SL 10.000000000000 130 0    
VIDEO INTERCOM DOOR SYSTEM 2017-09-11 3,490 1,241 SL 15.000000000000 233 0    
HOT WATER TANK - BASEMENT 2018-08-14 2,051 906 SL 10.000000000000 205 0    
HEAT EXCHANGER UNIT 2019-01-15 5,100 1,360 SL 15.000000000000 340 0    
GARDENS LIMITED-LANSCAPING 2006-09-09 11,772 11,772 SL 15.000000000000 0 0    
GARDENS LIMITED-LANDSCAPING 2006-09-09 10,365 10,365 SL 15.000000000000 0 0    
GARDENS LIMITED-LANSCAPING 2006-10-04 23,819 23,819 SL 15.000000000000 0 0    
GARDENS LIMITED-LANSCAPING 2006-11-16 3,850 3,850 SL 15.000000000000 0 0    
GARDENS LIMITED-LANDSCAPING 2006-12-05 2,460 2,460 SL 15.000000000000 0 0    
GARDENS LIMITED-LANDSCAPING 2006-12-28 1,489 1,489 SL 15.000000000000 0 0    
GARDENS LIMITED 2006-12-05 18,810 18,810 SL 15.000000000000 0 0    
WROUGHT IRON FENCE AND MISC 2007-03-20 6,666 6,666 SL 15.000000000000 0 0    
INSTALL CUT STONE IN FOUNTAIN 2007-04-09 2,552 2,552 SL 15.000000000000 0 0    
2 BENCHES IN COURTYARD 2011-06-30 1,128 1,128 SL 10.000000000000 0 0    
SANDSTONE STEPS IN COURTYARD 2015-05-22 4,220 2,133 SL 15.000000000000 281 0    
SUNCREST GARDENS - FRONT BED LANDSCAPING 2016-09-14 6,876 2,900 SL 15.000000000000 458 0    
LANDSCAPE PLANTS 2020-12-10 1,884 785 SL 5.000000000000 377 0    
COURTYARD STONEWORK AND CONCRETE PLANTER 2022-05-10 2,542 113 SL 15.000000000000 113 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    
SKL - MONITOR 2012-03-16 151 151 SL 3.000000000000 0 0    
GMD MONITOR 2012-11-01 139 139 SL 3.000000000000 0 0    
FIRST PEARL LICENSE (4) 2013-02-01 1,220 1,220 SL 3.000000000000 0 0    
TRIPP-LITE RACKMOUNT KVM CONSOLE 2013-12-03 679 679 SL 5.000000000000 0 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    
IPAD AIR 2 - DDH 2015-03-04 750 750 SL 3.000000000000 0 0    
SERVER SWITCH UPGRADE 2015-07-08 11,466 11,466 SL 5.000000000000 0 0    
IPAD AIR 3 DMG 2015-07-29 678 678 SL 3.000000000000 0 0    
NEOLAUNCHNET SOFTWARE PLATFORM 2016-05-01 63,960 63,960 SL 5.000000000000 0 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    
D. GRIGGS MONITORS (2) 2011-01-03 358 358 SL 3.000000000000 0 0    
AKOYA GRANTS MGMT PLATFORM 2018-12-31 5,715 5,715 SL 3.000000000000 0 0    
EGRANT BUILDER PLATFORM 2018-04-04 2,500 2,500 SL 3.000000000000 0 0    
VUB LAPTOP LATITUDE 5580 2018-04-11 1,923 1,923 SL 3.000000000000 0 0    
ADD'L CONFIGURATION TO NLN PLATFORM 2018-07-24 1,950 1,723 SL 5.000000000000 0 0    
ADDN TO NLN PLATFORM FOR JCU 2018-10-15 1,125 956 SL 5.000000000000 0 0    
ADD'L CONFIGURATION TO AKOYA PLATFORM 2019-01-15 4,781 4,781 SL 3.000000000000 0 0    
ADD'L CONFIGURATION TO EGRANT PLATFORM 2019-02-13 960 960 SL 3.000000000000 0 0    
2ND ADD'L CONFIGURATION TO AKOYA PLATFORM 2019-02-13 5,325 5,325 SL 3.000000000000 0 0    
LATITUDE E5590 LAPTOP EBW & SETUP 2019-03-01 2,120 2,120 SL 3.000000000000 0 0    
OPTIPLEX 5060 DESKTOP DMG & SET UP 2019-03-01 1,580 1,580 SL 3.000000000000 0 0    
ACCESS UPGRADE TO DOORS.NET 2019-03-04 2,083 2,083 SL 3.000000000000 0 0    
LATITUDE 5500 LAPTOP AKE 2020-03-12 1,667 1,574 SL 3.000000000000 0 0    
LATITUDE 5500 LAPTOP GMD 2020-03-12 1,667 1,574 SL 3.000000000000 0 0    
LATITUDE 5500 LAPTOP DDH 2020-03-12 1,667 1,574 SL 3.000000000000 0 0    
DELL LATITUDE 5500 SVR LAPTOP DMG 2020-07-15 1,709 1,424 SL 3.000000000000 0 0    
SHAREPOINT SERVER MIGRATION 2021-02-28 10,163 1,424 SL 5.000000000000 2,033 0    
LATITUDE 5520 LAPTOP VUB 2021-04-01 1,709 1,424 SL 3.000000000000 285 0    
LATITUDE 5520 LAPTOP INNOVATION RM 2021-04-01 1,704 1,373 SL 3.000000000000 331 0    
OPTIPLEX DESKTOP TOWER - SNP 2022-04-07 895 224 SL 3.000000000000 224 0    
DELL LATITUDE 5520 LAPTOP - JMS 2022-04-07 1,885 471 SL 3.000000000000 471 0    
DELL LATITUDE 5520 LAPTOP - EB 2022-04-07 1,885 471 SL 3.000000000000 471 0    
SHAREPOINT MIGRATION PHASE II 2022-06-07 4,840 565 SL 5.000000000000 565 0    
LATITUDE 5531 LAPTOP DJH 2022-10-10 2,544 212 SL 3.000000000000 212 0    
OPTIPLEX 3000 DESKTOP JMS 2022-10-10 920 77 SL 3.000000000000 77 0    
LAPTOP 5530 AKE 2023-12-31 1,820   SL 3.000000000000 506 0    
LAPTOP 5530 GMD 2023-12-31 1,820   SL 3.000000000000 506 0    
DESKTOP 5000 DMG 2023-12-31 971   SL 3.000000000000 270 0    
DELL LATITUDE 5540 LAPTOP SNP 2023-12-31 1,576   SL 3.000000000000 88 0    
DELL LATITUDE 5540 LAPTOP MBM 2023-12-31 1,576   SL 3.000000000000 88 0    
DELL LATITUDE 5540 LAPTOP TBD 2023-12-31 1,576   SL 3.000000000000 88 0    
NETWORK UPGRADE 2023-12-31 2,550   SL 3.000000000000 0 0    
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 SL 10.000000000000 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    
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    
FURNITURE 2006-09-09 87,605 87,605 SL 10.000000000000 0 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    
ROSE UPHOLSTRY - CHAIR 2006-12-05 870 870 SL 10.000000000000 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    
REPROGRAMMING BOARD ROOM EQUIPMENT 2007-12-15 3,900 3,900 SL 10.000000000000 0 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    
BDM PORTRAIT-MITSUNO ISHII REEDY 2008-05-31 6,500 6,500 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    
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    
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    
NORMAN ROCKWELL "COUNTY AGRICULTURE AGENT" 2011-06-15 6,000 6,000 SL 10.000000000000 0 0    
FRAME FOR ROCKWELL - COUNTY AG 2011-06-15 1,673 1,673 SL 10.000000000000 0 0    
FOUNTAIN PAINTING AND FRAM 2011-07-01 900 900 SL 10.000000000000 0 0    
BDFM BLDG PAINTING "ARTWORK" 2011-07-01 550 550 SL 10.000000000000 0 0    
SHADOWBOX FOR GLIDER SUIT 2012-09-18 2,575 2,382 SL 10.000000000000 193 0    
GMD TASK CHAIR 2012-11-13 526 482 SL 10.000000000000 44 0    
PHONE SYSTEM EQUIP - ROUTER & TRUNK 2014-01-16 1,404 1,112 SL 10.000000000000 140 0    
INNOVATION RM FURNISHINGS (DOWN PYMT) 2015-04-14 14,503 9,790 SL 10.000000000000 1,450 0    
P. KELLEY 38TH STREET PAINTING 2015-01-05 6,000 4,200 SL 10.000000000000 600 0    
BDM PORTRAIT (FARR) 2015-12-23 3,400 2,040 SL 10.000000000000 340 0    
ARTWORK "PLAYGROUND" HARRIET MORORE BALLARD 2015-03-26 6,000 4,050 SL 10.000000000000 600 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 8,821 SL 10.000000000000 1,307 0    
SECURITY AIRPHONE - INNOVATION RM 2015-04-15 965 651 SL 10.000000000000 97 0    
GAULT PORTRAIT 2015-08-18 1,000 633 SL 10.000000000000 100 0    
INNOVATION FURNITURE FINAL PAYMENT 2015-08-01 1,435 921 SL 10.000000000000 143 0    
MODULAR PANELS - LIBRARY/OFFICE 2015-09-01 1,650 1,045 SL 10.000000000000 165 0    
FRAME - GAULT PORTRAIT 2015-08-21 441 279 SL 10.000000000000 44 0    
FRAME FOR BDM PORTRAIT (FARR) 2015-12-23 565 339 SL 10.000000000000 57 0    
DIGITAL SIGNAGE SYSTEM 2016-11-30 3,349 1,646 SL 10.000000000000 335 0    
TOSHIBA PHONE SYSTEM AND INSTALLATIN 2016-11-21 15,747 8,005 SL 10.000000000000 1,575 0    
WORKROOM A/C UNIT AND ROOF CONDENSER 2018-03-07 9,760 3,741 SL 10.000000000000 976 0    
SECURITY CAMERA UPGRADE 2018-03-27 3,975 1,491 SL 10.000000000000 398 0    
CELLULAR COMMUNICATOR FOR SECURITY SYSTEM 2018-04-11 1,260 473 SL 10.000000000000 126 0    
HERMAN MILLER EMBODY CHAIR JMS 2019-05-07 935 249 SL 10.000000000000 94 0    
BARCO WIRELESS PRESENTATION SYSTEM INNOV RM 2019-05-22 4,054 1,047 SL 10.000000000000 405 0    
ERBAUGH PORTRAIT & FRAMING 2019-09-01 1,659 387 SL 10.000000000000 166 0    
DEHUMIDIFIER FOR VAULT ROOM IN BASEMENT 2019-11-01 3,920 849 SL 10.000000000000 392 0    
BOILER PUMPS AND MOTORS 2020-12-01 4,041 292 SL 15.000000000000 269 0    
CPW5V-22 SEWER EJECTION PUMP 2021-04-20 2,286 102 SL 15.000000000000 152 0    
BOARDROOM AND INNOV RM AV EQUIPMENT 2021-06-16 33,671 3,367 SL 5.000000000000 6,734 0    
BOARDROOM MEETING CAMERA 2021-09-10 1,636 109 SL 5.000000000000 327 0    
DDH PORTRAIT AND FRAMING 2022-05-01 2,053   SL 10.000000000000 137 0    
ARCHITECT FEES 2015-04-01 24,039 4,057 SL 40.000000000000 601 0    
TECH DESIGN & INSTALL 2015-04-01 4,811 812 SL 40.000000000000 120 0    
REMODEL - RUHLIN PYMT 1 2015-04-01 36,011 6,077 SL 40.000000000000 900 0    
REMODEL RUHLIN PAYMENT 2 2015-04-01 65,578 11,066 SL 40.000000000000 1,639 0    
DATA AND PHONE CABLING 2015-04-01 1,264 213 SL 40.000000000000 32 0    
RUHLIN REMODEL - PAYMENT 3 2015-04-01 70,408 11,881 SL 40.000000000000 1,760 0    
RUHLIN REMODEL - FINAL PAYMENT 2015-04-01 16,774 2,831 SL 40.000000000000 419 0    
YIPPEE PLATFORM V.1 2021-12-01 199,810 47,774 SL 5.000000000000 56,761 0    
YIPPEE PLATFORM V.2 2022-12-31 163,970 16,041 SL 5.000000000000 16,041 0    
YIPPEE PLATFORM V.3 2023-12-31 160,413   SL 5.000000000000 0 0    

TY 2023 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.

TY 2023 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 5,051,691 5,051,691

TY 2023 InvestmentsCorpStockSchedule
Name:
BURTON D MORGAN FOUNDATION INC
EIN:
34-6598971
Name of Stock End of Year Book Value End of Year Fair Market Value
ORION S A COM NPV 54,600 54,600
ADR UNILEVER PLC SPONSORED ADR NEW 52,116 52,116
#REORG PHYSICIANS STOCK MERGER HEALTHPEAK 87,460 87,460
ADOBE INC COM 345,431 345,431
AGNC INVT CORP COM 87,701 87,701
AIR PROD & CHEM INC COM 220,409 220,409
AIR PROD & CHEM INC COM 1,369,000 1,369,000
AIRBNB INC CL A COM USD0.0001 CL A 354,781 354,781
ALEXANDER & BALDWIN INC 45,743 45,743
ALLETE INC COM NEW 86,480 86,480
ALPHABET INC CAP STK USD0.001 CL C 446,748 446,748
AMAZON COM INC COM 930,481 930,481
AMCOR PLC ORD USD0.01 2,220,873 2,220,873
AMER ELEC PWR CO INC COM 144,978 144,978
AMERICAN TOWER CORP 235,309 235,309
AMERIS BANCORP COM 81,326 81,326
ANALOG DEVICES INC COM 292,280 292,280
ANDERSONS INC COM 68,875 68,875
APPLE INC COM STK 622,257 622,257
APPLE INC COM STK 1,340,394 1,340,394
ARCBEST CORP COM USD0.01 78,497 78,497
ARCH RES INC DEL CL A CL A 75,337 75,337
ARISTA NETWORKS INC COM 593,250 593,250
ARTISAN PARTNERS ASSET MGMT INC CL A 57,788 57,788
ASSURED GUARANTY LTD COMMON STK 58,891 58,891
ATI INC COM 78,390 78,390
ATKORE INC 59,840 59,840
ATLANTIC UN BANKSHARES CORP COM 74,322 74,322
ATLAS ENERGY SOLUTIONS INC NEW CL A 61,200 61,200
AUTOMATIC DATA PROCESSING INC COM 246,715 246,715
BANC CALIF INC COM 47,274 47,274
BANNER CORP COM NEW COM NEW 70,967 70,967
BELDEN INC COM 69,834 69,834
BERKSHIRE HATHAWAY INC COM 2,213,432 2,213,432
BK HAW CORP COM 91,227 91,227
BLACKROCK INC COM STK 493,574 493,574
BLOOMIN BRANDS INC COM 62,606 62,606
BRINKS CO COM 81,354 81,354
BROOKDALE SR LIVING INC COM STK 43,644 43,644
BWX TECHNOLOGIES INC COM 49,107 49,107
CALIFORNIA RES CORP COM 58,890 58,890
CARETRUST REIT INC COM 52,280 52,280
CHEVRON CORP COM 587,989 587,989
CHIPOTLE MEXICAN GRILL INC COM STK 530,575 530,575
CHORD ENERGY CORPORATION COM 85,110 85,110
CINEMARK HLDGS INC COM 41,960 41,960
CISCO SYSTEMS INC 370,564 370,564
CIVITAS RES INC COM 75,218 75,218
CME GROUP INC COM STK 254,826 254,826
COCA COLA CO COM 187,221 187,221
COLLEGIUM PHARMACEUTICAL INC COM 56,543 56,543
COMMERCIAL METALS CO COM 85,418 85,418
CORE & MAIN INC COM CL A COM CL A 65,626 65,626
COSTCO WHOLESALE CORP NEW COM 569,649 569,649
CURTISS WRIGHT CORP COM 61,045 61,045
CVS HEALTH CORP COM 358,794 358,794
DATADOG INC COM 189,231 189,231
DEXCOM INC COM 672,816 672,816
DIAMOND OFFSHORE DRILLING INC COM NEW 81,614 81,614
DIAMONDROCK HOSPITALITY CO COM STK 70,951 70,951
DIODES INC COM 71,421 71,421
DOW INC 431,317 431,317
DYNEX CAPITAL INC COM 56,340 56,340
EASTERLY GOVERNMENT PROPERTI COMMON STOCK 64,042 64,042
ECOVYST INC COM 41,913 41,913
EDGEWELL PERS CARE CO COM 44,689 44,689
ELI LILLY & CO COM 522,296 522,296
EMERSON ELECTRIC CO COM 885,703 885,703
ENCOMPASS HEALTH CORP COM 37,230 37,230
ESAB CORPORATION COM 57,256 57,256
ESSENTIAL PROPERTIES REALTY TR INC 77,140 77,140
FEDERAL SIGNAL CORP COM 41,363 41,363
FIRST BANCORP N C COM 58,957 58,957
FIRST MERCHANTS CORP COM 83,615 83,615
FLUOR CORP NEW COM 73,953 73,953
FORMFACTOR INC COM STK 70,907 70,907
GAP INC COM 65,114 65,114
GENERAL DYNAMICS CORP COM 207,736 207,736
GENERAL DYNAMICS CORP COM 425,339 425,339
GENUINE PARTS CO COM 302,207 302,207
GIBRALTAR INDS INC COM 74,004 74,004
GLACIER BANCORP INC NEW COM 90,119 90,119
GREEN PLAINS INC COM STK 66,883 66,883
HAEMONETICS CORP MASS COM 46,432 46,432
HARMONIC INC COM 58,380 58,380
HOME DEPOT INC COM 514,280 514,280
HUB GROUP INC CL A CL A 66,840 66,840
HUNTSMAN CORP COM STK 59,885 59,885
INGEVITY CORP COM 59,875 59,875
INTERNATIONAL SEAWAYS INC INTERNATIONAL 93,143 93,143
INTUIT COM 605,654 605,654
INTUITIVE SURGICAL INC COM NEW STK 542,138 542,138
IRONWOOD PHARMACEUTICALS INC COM CL A 80,480 80,480
JOHNSON & JOHNSON COM USD1 421,317 421,317
JOHNSON CTLS INTL PLC COM 328,663 328,663
JPMORGAN CHASE & CO COM 457,739 457,739
KEMPER CORP DEL COM 46,626 46,626
KIRBY CORP COM 48,972 48,972
KONTOOR BRANDS INC 66,228 66,228
KORN FERRY COM 51,813 51,813
KULICKE & SOFFA INDS INC COM 67,853 67,853
LADDER CAP CORP CL A CL A 57,193 57,193
LIGHT & WONDER INC COM 65,770 65,770
LIONS GATE ENTMT CORP CL B 39,639 39,639
LIVANOVA PLC ORD 78,438 78,438
LOCKHEED MARTIN CORP COM 196,253 196,253
LOCKHEED MARTIN CORP COM 294,606 294,606
LXP INDUSTRIAL TRUST COM 77,723 77,723
MADDEN STEVEN LTD COM 77,868 77,868
MAGNITE INC COM 51,183 51,183
MARRIOTT VACATIONS WORLDWIDE CORP COM 59,423 59,423
MASTERCARD INC CL A 576,642 576,642
MATADOR RES CO COM 86,598 86,598
MC DONALDS CORP COM 475,009 475,009
MERCK & CO INC NEW COM 425,287 425,287
META PLATFORMS INC COM 749,687 749,687
MGIC INVT CORP WIS COM 78,163 78,163
MICROSOFT CORP COM 696,802 696,802
MICROSOFT CORP COM 1,320,276 1,320,276
MKS INSTRS INC COM 72,215 72,215
MODINE MFG CO COM STK 74,864 74,864
MOOG INC CL A 95,120 95,120
MURPHY OIL CORP COM 85,064 85,064
NATL FUEL GAS CO COM 54,886 54,886
NETFLIX INC COM STK 178,198 178,198
NORDSTROM INC COM 84,150 84,150
NORTHWEST BANCSHARES INC MD COM 68,890 68,890
NORTHWESTERN ENERGY GROUP INC 73,841 73,841
NVIDIA CORP COM 965,679 965,679
O REILLY AUTOMOTIVE INC NEW 399,984 399,984
ONE GAS INC COM 65,950 65,950
PAC PREMIER BANCORP COM 80,169 80,169
PATTERSON COS INC COM 54,453 54,453
PEPSICO INC COM 444,981 444,981
PEPSICO INC COM 1,137,928 1,137,928
PERMIAN RES CORP CL A 98,804 98,804
PERRIGO COMPANY LIMITED COM 42,864 42,864
PFIZER INC COM 131,110 131,110
PHILIP MORRIS INTL COM STK 404,544 404,544
PLEXUS CORP COM 57,093 57,093
PORTLAND GENERAL ELECTRIC CO COM NEW COMNEW 79,052 79,052
PPG IND INC COM 2,183,430 2,183,430
PRESTIGE CONSUMER HEALTHCARE INC COM 64,342 64,342
PRIMERICA INC COM 58,436 58,436
PROCTER & GAMBLE COM NPV 1,025,780 1,025,780
PROGRESSIVE CORP OH COM 161,510 161,510
PROSPERITY BANCSHARES INC COM 43,889 43,889
PVH CORP COM USD1 83,652 83,652
QUALCOMM INC COM 506,205 506,205
RLI CORP COM 46,725 46,725
RYDER SYS INC COM 64,088 64,088
SABRA HEALTH CARE REIT INC COM 66,441 66,441
SALLY BEAUTY HLDGS INC COM STK USD0.01 61,951 61,951
SANMINA CORP COM 69,401 69,401
SCHLUMBERGER LTD COM COM 167,933 167,933
SELECT MED HLDGS CORP COM 65,213 65,213
SERVICENOW INC COM USD0.001 717,794 717,794
SHERWIN-WILLIAMS CO COM 325,624 325,624
SIMPLY GOOD FOODS CO COM 52,628 52,628
SITE CENTERS CORP 84,438 84,438
SKYWARD SPECIALTY INS GROUP INC COM 55,868 55,868
SOUTHSTATE CORP COM 108,265 108,265
SPIRE INC COM 64,397 64,397
STAG INDL INC COM 46,759 46,759
STIFEL FINL CORP COM 53,591 53,591
SUMMIT HOTEL PROPERTIES INC COM 47,436 47,436
SUMMIT MATLS INC CL A CL A 76,228 76,228
SUPERNUS PHARMACEUTICALS INC COM STK 56,346 56,346
SYNAPTICS INC COM 79,057 79,057
SYNOPSYS INC COM 364,041 364,041
SYNOVUS FINL CORP COM NEW COM NEW 59,939 59,939
TERADATA CORP DEL COM STK 70,486 70,486
TEREX CORP NEW COM 59,299 59,299
TESLA INC COM USD0.001 349,114 349,114
TEXAS INSTRUMENTS INC COM 269,327 269,327
THE TRADE DESK INC COM CL A COM CL A 500,842 500,842
TREEHOUSE FOODS INC COM 44,766 44,766
TRONOX HOLDINGS PLC ORD USD0.01 53,114 53,114
UBER TECHNOLOGIES INC COM USD0.00001 172,088 172,088
UFP INDUSTRIES INC COM USD1.00 98,055 98,055
UNITED PARCEL SVC INC CL B 390,245 390,245
UNITED RENTALS INC COM 396,233 396,233
UNITEDHEALTH GROUP INC COM 392,747 392,747
VAL NATL BANCORP COM 99,130 99,130
VALMONT INDS INC COM 74,256 74,256
VEECO INSTRS INC DEL COM 66,342 66,342
VERIS RESIDENTIAL INC COM STK USD0.01 49,848 49,848
VERITEX HLDGS INC COM 68,996 68,996
VERIZON COMMUNICATIONS COM 305,182 305,182
VERTEX PHARMACEUTICALS INC COM 458,972 458,972
VERTIV HOLDINGS LLC COM USD0.0001 380,061 380,061
VESTIS CORP COM 77,182 77,182
VIRTUS INVT PARTNERS INC COM 73,012 73,012
VISTEON CORP COM NEW COM NEW 63,824 63,824
WABASH NATL CORP COM 53,495 53,495
WERNER ENTERPRISES INC COM 57,920 57,920
WESTERN ALLIANCE BANCORPORATION COM 64,869 64,869

TY 2023 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
COMMONFUND CAPITAL NATURAL RESOURCES FUND IX FMV 3,637,651 3,637,651
ELEUTHERA PROPERTIES LTD. FMV 330,464 330,464
HARRISON STREET CORE PROPERTY FUND LP FMV 5,275,452 5,275,452
NEO CAPITAL FUND LP FMV 123,914 123,914
RIVERSIDE MICRO CAP FUND IV - B FMV 4,171,279 4,171,279
RIVERSIDE MICRO CAP FUND IV-A FMV 6,926,596 6,926,596
TRG FORESTRY FUND 8-B LP FMV 7,785 7,785
SPDR S&P 500 ETF FMV 11,988,744 11,988,744
VANGUARD INSTL INDEX FUND FMV 34,944,735 34,944,735
FRANKLIN SMALL CAP BRW FUND FMV 5,838,424 5,838,424
VANGUARD INDEX TR MID CAP ADMIRAL FUND FMV 14,907,032 14,907,032
BAILLIE GIFFORD LONG-TERM GLOBAL GROWTH FUND FMV 12,830,935 12,830,935
H.I.G. WHITEHORSE OFFSHORE LOAN FEEDER FUND FMV 2,759,304 2,759,304
CARLSON CAPITAL BLACK DIAMOND ARBITRAGE FUND FMV 8,203,962 8,203,962
H.I.G. WHITEHORSE LUXEMBOURG LOAN FEEDER FUND FMV 13,292,343 13,292,343

TY 2023 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
BALDWIN HOUSE 14,493 5,827 8,666  
BALDWIN HOUSE 47,482 19,092 28,390  
WELTY RENOVATIONS - BALDWIN HOUSE 35,000 14,073 20,927  
CONSTRUCTION COSTS 128,697 51,747 76,950  
BALDWIN HOUSE - LANDSCAPING 5,588 5,588 0  
LANDSCAPING - BH 11,579 11,579 0  
CONSTRUCTION COSTS 21,730 8,737 12,993  
BALDWIN HOUSE - ARCH SERVICES 455 183 272  
WATER METER 675 675 0  
LANDSCAPE ARCH DESIGN - BH 1,125 1,125 0  
ARCH SERVICES 982 395 587  
BALDWIN HOUSE 324 130 194  
CONSTRUCTION COSTS 17,521 7,045 10,476  
DOOR, HARDWARE AND INSTALLATION 2,234 884 1,350  
BH THRESHOLD BASEMENT 455 177 278  
EXTERIOR LAMPS AND WIRING 731 731 0  
BALDWIN HOUSE EXTERIOR PAINTING 1,710 656 1,054  
IMPROVEMENTS 1,652 592 1,060  
NEW FUNERAL DOOR 3,720 775 2,945  
EXTERIOR LIGHTS 1,039 1,039 0  
PARKING LOT SIGNS 1,086 1,086 0  
BUILING - PURCHASE AND COSTS 798,176 345,876 452,300  
ARCHITECT FEES 120,903 52,391 68,512  
ARCHITECT FEES 75,387 32,668 42,719  
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. 1,796,368 778,426 1,017,942  
KITCHEN BACKSPLASH 1,486 1,486 0  
SIGNAGE - LOBBY & RESTROOM 6,266 6,266 0  
ARCHITECTURAL SERVICES 12,090 4,987 7,103  
REAR STAIRWELL DOOR 2,933 1,173 1,760  
BASEMENT DEHUMIDIFIER 2,059 806 1,253  
SEWAGE PUMP - BASEMENT 1,563 612 951  
TELEPHONE LINES 2,562 982 1,580  
ROOF RESTORATION / SIDING REPLACMENT 10,900 10,598 302  
BLDG FINAL PAYMENT 5,000 1,625 3,375  
PLASTIC VAPOR BARRIER FOR CRAWL SPACE 1,100 776 324  
HVAC EXPANSION TANK 2,150 1,529 621  
HVAC COMPRESSOR 3,063 1,923 1,140  
PRISM II SOFTWARE CONVERSION 1,913 1,466 447  
HVAC ZONE CONTROLLER ZONE 5 1,304 989 315  
VIDEO INTERCOM DOOR SYSTEM 3,490 1,474 2,016  
HOT WATER TANK - BASEMENT 2,051 1,111 940  
HEAT EXCHANGER UNIT 5,100 1,700 3,400  
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  
GARDENS LIMITED 18,810 18,810 0  
WROUGHT IRON FENCE AND MISC 6,666 6,666 0  
INSTALL CUT STONE IN FOUNTAIN 2,552 2,552 0  
2 BENCHES IN COURTYARD 1,128 1,128 0  
SANDSTONE STEPS IN COURTYARD 4,220 2,414 1,806  
SUNCREST GARDENS - FRONT BED LANDSCAPING 6,876 3,358 3,518  
LANDSCAPE PLANTS 1,884 1,162 722  
COURTYARD STONEWORK AND CONCRETE PLANTER 2,542 226 2,316  
COMPUTER MONITOR - (SKL -2) 169 169 0  
BROMELKAMP EGRANT SOFTWARE MODULE 11,313 11,313 0  
SKL - MONITOR 151 151 0  
GMD MONITOR 139 139 0  
FIRST PEARL LICENSE (4) 1,220 1,220 0  
TRIPP-LITE RACKMOUNT KVM CONSOLE 679 679 0  
WIRELESS UPGRADE 3,797 3,797 0  
BACKUP ISP 1,199 1,199 0  
IPAD AIR 2 - DDH 750 750 0  
SERVER SWITCH UPGRADE 11,466 11,466 0  
IPAD AIR 3 DMG 678 678 0  
NEOLAUNCHNET SOFTWARE PLATFORM 63,960 63,960 0  
DELL LATTITUDE LAPTOP SPARE 989 989 0  
CISCO MERAKI FIREWALL UPGRADE 3,620 3,620 0  
D. GRIGGS MONITORS (2) 358 358 0  
AKOYA GRANTS MGMT PLATFORM 5,715 5,715 0  
EGRANT BUILDER PLATFORM 2,500 2,500 0  
VUB LAPTOP LATITUDE 5580 1,923 1,923 0  
ADD'L CONFIGURATION TO NLN PLATFORM 1,950 1,723 227  
ADDN TO NLN PLATFORM FOR JCU 1,125 956 169  
ADD'L CONFIGURATION TO AKOYA PLATFORM 4,781 4,781 0  
ADD'L CONFIGURATION TO EGRANT PLATFORM 960 960 0  
2ND ADD'L CONFIGURATION TO AKOYA PLATFORM 5,325 5,325 0  
LATITUDE E5590 LAPTOP EBW & SETUP 2,120 2,120 0  
OPTIPLEX 5060 DESKTOP DMG & SET UP 1,580 1,580 0  
ACCESS UPGRADE TO DOORS.NET 2,083 2,083 0  
LATITUDE 5500 LAPTOP AKE 1,667 1,574 93  
LATITUDE 5500 LAPTOP GMD 1,667 1,574 93  
LATITUDE 5500 LAPTOP DDH 1,667 1,574 93  
DELL LATITUDE 5500 SVR LAPTOP DMG 1,709 1,424 285  
SHAREPOINT SERVER MIGRATION 10,163 3,457 6,706  
LATITUDE 5520 LAPTOP VUB 1,709 1,709 0  
LATITUDE 5520 LAPTOP INNOVATION RM 1,704 1,704 0  
OPTIPLEX DESKTOP TOWER - SNP 895 448 447  
DELL LATITUDE 5520 LAPTOP - JMS 1,885 942 943  
DELL LATITUDE 5520 LAPTOP - EB 1,885 942 943  
SHAREPOINT MIGRATION PHASE II 4,840 1,130 3,710  
LATITUDE 5531 LAPTOP DJH 2,544 424 2,120  
OPTIPLEX 3000 DESKTOP JMS 920 154 766  
LAPTOP 5530 AKE 1,820 506 1,314  
LAPTOP 5530 GMD 1,820 506 1,314  
DESKTOP 5000 DMG 971 270 701  
DELL LATITUDE 5540 LAPTOP SNP 1,576 88 1,488  
DELL LATITUDE 5540 LAPTOP MBM 1,576 88 1,488  
DELL LATITUDE 5540 LAPTOP TBD 1,576 88 1,488  
NETWORK UPGRADE 2,550 0 2,550  
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  
ROCKWELL PRINT-DOWNHILL RACER 3,850 3,850 0  
WARWICK COMMUNICATIONS 53,509 53,509 0  
ROSE UPHOLSTRY - CHAIR 870 870 0  
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  
REPROGRAMMING BOARD ROOM EQUIPMENT 3,900 3,900 0  
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  
FRAMING LEWIS & REEDY 415 415 0  
CAD DOCUMENTATION 900 900 0  
HUANG ARTWORK & FRAMING 262 262 0  
CHUCK KOVACIC ARTWORK & FRAMING 223 223 0  
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  
CHENOWETH PORTRAIT 1,262 1,262 0  
NORMAN ROCKWELL "HIGH DIVE" 6,500 6,500 0  
FRAMING "HIGH DIVE" 1,890 1,890 0  
NORMAN ROCKWELL "COUNTY AGRICULTURE AGENT" 6,000 6,000 0  
FRAME FOR ROCKWELL - COUNTY AG 1,673 1,673 0  
FOUNTAIN PAINTING AND FRAM 900 900 0  
BDFM BLDG PAINTING "ARTWORK" 550 550 0  
SHADOWBOX FOR GLIDER SUIT 2,575 2,575 0  
GMD TASK CHAIR 526 526 0  
PHONE SYSTEM EQUIP - ROUTER & TRUNK 1,404 1,252 152  
INNOVATION RM FURNISHINGS (DOWN PYMT) 14,503 11,240 3,263  
P. KELLEY 38TH STREET PAINTING 6,000 4,800 1,200  
BDM PORTRAIT (FARR) 3,400 2,380 1,020  
ARTWORK "PLAYGROUND" HARRIET MORORE BALLARD 6,000 4,650 1,350  
WIRELESS POLYCOM PHONE 1,450 1,450 0  
INNOVATION ROOM FURNISHNGS - 2ND PYMT 13,068 10,128 2,940  
SECURITY AIRPHONE - INNOVATION RM 965 748 217  
GAULT PORTRAIT 1,000 733 267  
INNOVATION FURNITURE FINAL PAYMENT 1,435 1,064 371  
MODULAR PANELS - LIBRARY/OFFICE 1,650 1,210 440  
FRAME - GAULT PORTRAIT 441 323 118  
FRAME FOR BDM PORTRAIT (FARR) 565 396 169  
DIGITAL SIGNAGE SYSTEM 3,349 1,981 1,368  
TOSHIBA PHONE SYSTEM AND INSTALLATIN 15,747 9,580 6,167  
WORKROOM A/C UNIT AND ROOF CONDENSER 9,760 4,717 5,043  
SECURITY CAMERA UPGRADE 3,975 1,889 2,086  
CELLULAR COMMUNICATOR FOR SECURITY SYSTEM 1,260 599 661  
HERMAN MILLER EMBODY CHAIR JMS 935 343 592  
BARCO WIRELESS PRESENTATION SYSTEM INNOV RM 4,054 1,452 2,602  
ERBAUGH PORTRAIT & FRAMING 1,659 553 1,106  
DEHUMIDIFIER FOR VAULT ROOM IN BASEMENT 3,920 1,241 2,679  
BOILER PUMPS AND MOTORS 4,041 561 3,480  
CPW5V-22 SEWER EJECTION PUMP 2,286 254 2,032  
BOARDROOM AND INNOV RM AV EQUIPMENT 33,671 10,101 23,570  
BOARDROOM MEETING CAMERA 1,636 436 1,200  
DDH PORTRAIT AND FRAMING 2,053 137 1,916  
ARCHITECT FEES 24,039 4,658 19,381  
TECH DESIGN & INSTALL 4,811 932 3,879  
REMODEL - RUHLIN PYMT 1 36,011 6,977 29,034  
REMODEL RUHLIN PAYMENT 2 65,578 12,705 52,873  
DATA AND PHONE CABLING 1,264 245 1,019  
RUHLIN REMODEL - PAYMENT 3 70,408 13,641 56,767  
RUHLIN REMODEL - FINAL PAYMENT 16,774 3,250 13,524  
YIPPEE PLATFORM V.1 199,810 104,535 95,275  
YIPPEE PLATFORM V.2 163,970 32,082 131,888  
YIPPEE PLATFORM V.3 160,413 0 160,413  


TY 2023 LegalFeesSchedule
Name:
BURTON D MORGAN FOUNDATION INC
EIN:
34-6598971
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 4,580 600   3,259


TY 2023 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 227,667 110,058 110,058


TY 2023 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
DIRECT PROGRAM EXPENSE 969,447 0   969,447
OFFICE SERVICES 81,951 10,744   90,115
MAINTENANCE 50,398 6,607   44,404
INSURANCE 37,164 4,872   32,292
DUES & SUBSCRIPTIONS 17,174 2,252   14,710
OFFICE SUPPLIES 8,755 1,148   7,607
MISCELLANEOUS EXPENSE 1,777 233   1,512
WEBSITE 2,050 269   1,781


TY 2023 OtherIncomeSchedule2
Name:
BURTON D MORGAN FOUNDATION INC
EIN:
34-6598971
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME 307,606 772,825 307,606
CLASS ACTION SETTLEMENTS 1,736 1,736 1,736
LESS: UBI ACTIVITY FROM PASSTHROUGHS   -200,593  


TY 2023 OtherIncreasesSchedule
Name:
BURTON D MORGAN FOUNDATION INC
EIN:
34-6598971
Description Amount
UNREALIZED GAINS 12,378,134


TY 2023 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 227,667 110,058


TY 2023 OtherProfessionalFeesSchedule
Name:
BURTON D MORGAN FOUNDATION INC
EIN:
34-6598971
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING 97,285 12,754   91,352
CUSTODIAL FEES 32,731 32,731   0
HARRISON STREET FEES 63,679 0   0
HIG FEES - 2016 82,487 0   0
HIG FEES - 2020 (LUXEMBOURG) 557,527 0   0
INV MGT FEES 263,463 263,463   0
INVESTMENT CONSULTING FEES 105,788 105,788   0


TY 2023 TaxesSchedule
Name:
BURTON D MORGAN FOUNDATION INC
EIN:
34-6598971
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 175,000 0   0