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

75-2137184
B Telephone number (see instructions)

(817) 984-9802
C 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$240,497,150J 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) 8,886
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 5,837,945 5,837,945  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,159,918
b Gross sales price for all assets on line 6a 17,332,297
7 Capital gain net income (from Part IV, line 2)... 1,159,918
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
-238,830 0  
12 Total. Add lines 1 through 11........ 6,767,919 6,997,863  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 449,905 52,101   397,804
14 Other employee salaries and wages...... 322,490 3,474   319,016
15 Pension plans, employee benefits....... 71,849 0   71,849
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
23,755 2,376   21,378
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
60,721 45,540   15,182
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
513,614 484,751   28,863
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,021,063 0   16,831
19 Depreciation (attach schedule) and depletion... 38,813 0  
20 Occupancy.............. 150 22   128
21 Travel, conferences, and meetings....... 21,825 0   21,825
22 Printing and publications.......... 2,068 310   1,758
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
136,707 12,267   124,440
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,662,960 600,841   1,019,074
25 Contributions, gifts, grants paid....... 9,328,872 9,328,872
26 Total expenses and disbursements. Add lines 24 and 25 11,991,832 600,841   10,347,946
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,223,913
b Net investment income (if negative, enter -0-) 6,397,022
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.............      
2 Savings and temporary cash investments......... 7,162,421 4,537,890 4,537,890
3 Accounts receivable right arrow2,771
Less: allowance for doubtful accounts right arrow     2,771 2,771
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.......... 8,517 1,216 1,216
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 199,758,636 Click to see attachment
List of Attached Documents:
// Content
224,300,905 		224,300,905
c Investments—corporate bonds (attach schedule).......      
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).......... 8,528,763 Click to see attachment
List of Attached Documents:
// Content
8,403,471 		8,403,471
14 Land, buildings, and equipment: basis right arrow297,316
Less: accumulated depreciation (attach schedule) right arrow279,215 56,914 18,101 18,101
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
4,080,938 		Click to see attachment
List of Attached Documents:
// Content
3,232,796 		Click to see attachment
List of Attached Documents:
// Content
3,232,796
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 219,596,189 240,497,150 240,497,150
Liabilities 17 Accounts payable and accrued expenses.......... 78,857 647,974
18 Grants payable................. 3,212,035 3,000,957
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
102,378 		Click to see attachment
List of Attached Documents:
// Content
41,795
23 Total liabilities (add lines 17 through 22)......... 3,393,270 3,690,726
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...........    
25 Net assets with donor restrictions............    
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........ 3,462,876 3,462,876
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 212,740,043 233,343,548
29 Total net assets or fund balances (see instructions)..... 216,202,919 236,806,424
30 Total liabilities and net assets/fund balances (see instructions). 219,596,189 240,497,150
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
216,202,919
2
Enter amount from Part I, line 27a .....................
2
-5,223,913
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
25,827,418
4
Add lines 1, 2, and 3 ..........................
4
236,806,424
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
236,806,424
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 SECURITIES   2022-01-01 2023-12-31
b OAK HILL CAPITAL PARTNERS V (ONSHORE FEEDER) LP   2023-01-01 2023-12-31
c OAK HILL CAPITAL PARTNERS V (ONSHORE FEEDER) LP   2022-01-01 2022-12-31
d
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 17,330,662   16,172,379 1,158,283
b 1,376     1,376
c 259     259
d
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       1,158,283
b       1,376
c       259
d
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 1,159,918
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 88,919
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 88,919
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 88,919
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 98,500
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 98,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 1,440
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 8,141
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow8,141 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 arrowTX
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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.THEMORRISFOUNDATION-FW.COM
14
The books are in care ofright arrowELIZABETH BRANDS Telephone no.right arrow (817) 984-9802

Located atright arrow3100 WEST 7TH STFORT WORTHTX ZIP+4right arrow76107
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
ELIZABETH BRANDS PRESIDENT AND CEO
40.00 		367,890 16,015 0
3100 W 7TH ST STE 245
FORT WORTH,TX76107
LAURA LILES TRUSTEE
2.50 		30,000 0 0
3100 W 7TH ST STE 245
FORT WORTH,TX76107
MICHELLE PIOTROWSKI TRUSTEE
2.50 		36,000 0 0
3100 W 7TH ST STE 245
FORT WORTH,TX76107
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
KAITLIN GUTHROW DIRECTOR OF PARTNERS
40.00 		199,799 3,528 0
3100 W 7TH ST STE 245
FORT WORTH,TX76102
SOPHIE ELIZABETH PHILLIPS DIRECTOR OF OPERATIO
40.00 		123,764 4,691 0
3100 W 7TH ST STE 245
FORT WORTH,TX76102
CLAIRE ARMSTRONG EXECUTIVE OPERATIONS
40.00 		63,436 2,126 0
3100 W 7TH ST STE 245
FORT WORTH,TX76102
Total number of other employees paid over $50,000...................right arrow 0
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
DANIEL W MCDONALD PC RENT 54,690
2501 PARKVIEW DR STE 400
FORT WORTH,TX76102
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................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
218,374,478
b
Average of monthly cash balances.......................
1b
3,356,179
c
Fair market value of all other assets (see instructions)................
1c
3,116,533
d
Total (add lines 1a, b, and c).........................
1d
224,847,190
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
224,847,190
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,372,708
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
221,474,482
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
11,073,724
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
11,073,724
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
88,919
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
88,919
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
10,984,805
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
10,984,805
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
10,984,805
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
10,347,946
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
 
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
10,347,946
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 10,984,805
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 8,029,167
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$ 10,347,946
a Applied to 2022, but not more than line 2a 8,029,167
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..... 2,318,779
e Remaining amount distributed out of corpus 0
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 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 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 .......... 		8,666,026
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 ...... 		0
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....  
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (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

AB CHRISTIAN LEARNING CENTER

PO BOX 51078
FORT WORTH,TX76105 		NONE PUBLIC OUT OF SCHOOL (OST) STAFFING INITIATIVE 12,500

AB CHRISTIAN LEARNING CENTER

PO BOX 51078
FORT WORTH,TX76105 		NONE PUBLIC AB CHRISTIAN LEARNING CENTER OUT OF SCHOOL TIME PROGRAMS 2023 50,000

ACH CHILD AND FAMILY SERVICES

3712 WICHITA STREET
FORT WORTH,TX76119 		NONE PUBLIC INNOVATIONS IN CARE: RESIDENTIAL TREATMENT CENTER 100,000

ACH CHILD AND FAMILY SERVICES

3712 WICHITA STREET
FORT WORTH,TX76119 		NONE PUBLIC MORRIS HOME - WEDGWOOD TRANSITIONAL LIVING PROGRAM 100,000

AIDS OUTREACH CENTER

400 NORTH BEACH STREET 100
FORT WORTH,TX76111 		NONE PUBLIC GEISEL-MORRIS DENTAL CLINIC 100,000

ALL SAINTS HEALTH FOUNDATION DBA BAYLOR SCOTT & WHITE

1400 EIGHT AVENUE
FORT WORTH,TX76104 		NONE PUBLIC GRADUATE MEDICAL EDUCATION FQHC ROTATION SUPPORT 80,000

ALLIANCE FOR CHILDREN INC

3609 MARQUITA DRIVE
FORT WORTH,TX76116 		NONE PUBLIC REBUILDING LIVES: ALLIANCE FOR CHILDREN CAPITAL CAMPAIGN 200,000

ALLIANCE FOR CHILDREN INC

3609 MARQUITA DRIVE
FORT WORTH,TX76116 		NONE PUBLIC SUPPORT FOR TARRANT COUNTY VICTIMS OF CHILD ABUSE 75,000

ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION INC

225 NORTH MICHIGAN AVENUE 1700
CHICAGO,IL60601 		NONE PUBLIC ALZ CARES (COMMUNITY ALLIANCES FOR RESOURCES, EDUCATION AND SUPPORT)-TARRANT COUNTY 25,000

AMON CARTER MUSEUM OF WESTERN ART

3501 CAMP BOWIE BOULEVARD
FORT WORTH,TX76107 		NONE PUBLIC 2023 EARLY LEARNING PROGRAM 15,000

ARTES DE LA ROSA

1440 N MAIN ST
FORT WORTH,TX76164 		NONE PUBLIC OUT OF SCHOOL (OST) STAFFING INITIATIVE 15,000

BAYLOR UNIVERSITY

ONE BEAR PLACE 97026
WACO,TX76798 		NONE PUBLIC THE MORRIS FOUNDATION ENDOWED SCHOLARSHIP FUND IN EDUCATION IN MEMORY OF ALENE AND WARREN CHALKER 137,500

BOYS & GIRLS CLUBS OF GREATER TARRANT COUNTY

3218 E BELKNAP STREET
FORT WORTH,TX76111 		NONE PUBLIC YOUTH SOCIAL-EMOTIONAL DEVELOPMENT SUPPORT 125,000

CAMP FIRE FIRST TEXAS

2700 MEACHAM BOULEVARD
FORT WORTH,TX76137 		NONE PUBLIC OUT OF SCHOOL (OST) STAFFING INITIATIVE 10,800

CAMP FIRE FIRST TEXAS

2700 MEACHAM BOULEVARD
FORT WORTH,TX76137 		NONE PUBLIC CAMP FIRE'S SCHOOL READINESS PROGRAM 275,000

CAMP SUMMIT INC

17210 CAMPBELL ROAD 180-W
DALLAS,TX75252 		NONE PUBLIC CAMPERSHIP & FINANCIAL ASSISTANCE PROJECT FOR TARRANT COUNTY CAMPERS WITH DISABILITIES 50,000

CANCER CARE SERVICES

623 SOUTH HENDERSON STREET
FORT WORTH,TX76104 		NONE PUBLIC JOURNEY OF HOPE 80,000

CASA OF TARRANT COUNTY

101 SUMMIT AVENUE 505
FORT WORTH,TX76102 		NONE PUBLIC CASA ADVOCACY FOR TARRANT COUNTY CHILDREN IN FOSTER CARE 110,000

CASSATA HIGH SCHOOL

1400 HEMPHILL STREET
FORT WORTH,TX76104 		NONE PUBLIC CASSATA'S ACADEMIC MODEL: HELPING STUDENTS OVERCOME BARRIERS TO GRADUATION 100,000

CATHOLIC CHARITIES DIOCESE OF FORT WORTH INC

249 W THORNHILL DRIVE
FORT WORTH,TX76115 		NONE PUBLIC PADUA 150,000

CENTER FOR TRANSFORMING LIVES

512 W 4TH STREET
FORT WORTH,TX76102 		NONE PUBLIC EARLY CHILDHOOD EDUCATION & FULL DAY CARE FOR CHILDREN FROM LOW-INCOME OR HOMELESS FAMILIES 75,000

CHILD CARE ASSOCIATES

3000 E BELKNAP STREET
FORT WORTH,TX76111 		NONE PUBLIC POLICY DIVISION AT CCA'S INSTITUTE TO ADVANCE CHILD CARE (IACC) 275,000

CLC INC

555 N GRANTS LANE
FORT WORTH,TX76108 		NONE PUBLIC TRAINING AND EMPLOYMENT INITIATIVE 35,000

CNM

6688 N CENTRAL EXPRESSWAY 1025
DALLAS,TX75206 		NONE PUBLIC PROGRAM EVALUATION CONSULTING SERVICES FOR GREATER COMMUNITY IMPACT 20,000

COMMUNITIES FOUNDATION OF TEXAS INC

5500 CARUTH HAVEN LANE
DALLAS,TX75225 		NONE PUBLIC 2023 NORTH TEXAS GIVING DAY 235,755

COMMUNITIES IN SCHOOLS OF GREATER TARRANT COUNTY

5601 BRIDGE STREET 501
FORT WORTH,TX76112 		NONE PUBLIC CASE MANAGEMENT FOR AT-RISK STUDENTS IN FORT WORTH ISD/COUNSELING AT FWISD FAMILY RESOURCE CENTERS 75,000

COMMUNITY FOOD BANK

3000 GALVEZ AVENUE
FORT WORTH,TX76111 		NONE PUBLIC COMMERCIAL KITCHEN AND THANKSGIVING TURKEYS 197,000

COOK CHILDREN'S HEALTH FOUNDATION

801 7TH AVENUE
FORT WORTH,TX76104 		NONE PUBLIC CHILD STUDY CENTER AT COOK CHILDREN'S THE DEVELOPMENTAL PEDIATRICS CLINIC 75,000

COOK CHILDREN'S HEALTH FOUNDATION

801 7TH AVENUE
FORT WORTH,TX76104 		NONE PUBLIC COOK CHILDREN'S ALEXANDER VISION CENTER 80,000

COOK CHILDREN'S HEALTH FOUNDATION

801 7TH AVENUE
FORT WORTH,TX76104 		NONE PUBLIC THE MORRIS FOUNDATION CENTER FOR INNOVATION IN CHILDREN'S HEALTH CAPITAL IMPROVEMENTS 370,000

COWTOWN CLUBHOUSE

215 W LANCASTER AVENUE 1292
FORT WORTH,TX76101 		NONE PUBLIC CLUBHOUSE WELLNESS PROGRAM 30,000

CRISTO REY FORT WORTH CATHOLIC HIGH SCHOOL

2633 ALTAMESA BOULEVARD
FORT WORTH,TX76133 		NONE PUBLIC CORPORATE WORK STUDY PROGRAM AT CRISTO REY FORT WORTH COLLEGE PREP 100,000

EDUCATIONAL FIRST STEPS

2815 GASTON AVENUE
DALLAS,TX75226 		NONE PUBLIC FOUR STEPS TO EXCELLENCE 100,000

EXPANCO INC

3005 WICHITA COURT
FORT WORTH,TX76140 		NONE PUBLIC NEW STAFF POSITION - OPERATIONS MANAGER 100,000

FIRST 3 YEARS

15851 DALLAS PARKWAY 106
ADDISON,TX75001 		NONE PUBLIC SAFE BABIES TARRANT COUNTY 30,000

FIRST UNITED METHODIST CHURCH

800 W 5TH STREET
FORT WORTH,TX76102 		NONE PUBLIC FUMCFW COMMUNITY OUTREACH MINISTRIES/FIRST STREET METHODIST MISSION 100,000

FORT WORTH ADOLESCENT AND YOUNG ADULT ONCOLOGY COALITION

PO BOX 471332
FORT WORTH,TX76147 		NONE PUBLIC PROGRAM 100,000

FORT WORTH AFFORDABILITY INC DBA FORT WORTH HOUSING SOLUTIONS

1201 E 13TH STREET
FORT WORTH,TX76102 		NONE PUBLIC STOP SIX CHOICE NEIGHBORHOOD IMPLEMENTATION (SUPPORT PERMANENT SUPPORTIVE HOUSING CONSTRUCTION) 200,000

FORT WORTH COUNTRY DAY SCHOOL INC

4200 COUNTRY DAY LANE
FORT WORTH,TX76109 		NONE PUBLIC BREAKTHROUGH FORT WORTH 2022-2023 20,000

FORT WORTH MUSEUM OF SCIENCE AND HISTORY

1600 GENDY STREET
FORT WORTH,TX76107 		NONE PUBLIC FAMILY MUSEUM NIGHT 25,000

FORTRESS YOUTH DEVELOPMENT CENTER

1007 E TERRELL AVENUE
FORT WORTH,TX76104 		NONE PUBLIC FORTRESS PRESCHOOL, AFTER SCHOOL, AND PARENT ENGAGEMENT PROGRAMS 25,000

GILL CHILDREN'S SERVICES

555 HEMPHILL STREET 200
FORT WORTH,TX76104 		NONE PUBLIC GILL CHILDREN'S SERVICES 50,000

GIRLS INCORPORATED OF TARRANT COUNTY

1226 E WEATHERFORD STREET
FORT WORTH,TX76102 		NONE PUBLIC SERVING GIRLS THROUGHOUT FORT WORTH 50,000

GUARDIANSHIP SERVICES INC

PO BOX 11481
FORT WORTH,TX76110 		NONE PUBLIC MONEY MANAGEMENT FOR TARRANT COUNTY'S VULNERABLE ADULTS 70,000

HELPING RESTORE ABILITY

4300 BELTWAY PLACE SUITE 130
ARLINGTON,TX76018 		NONE PUBLIC MEDICAID PROGRAM EXPANSION THROUGH PARTNERSHIP WITH EQUALITY HEALTH 50,000

HOPE SUPPLY CO

10480 SHADY TRAIL SUITE 104
DALLAS,TX75220 		NONE PUBLIC CRITICAL NEEDS PROGRAM FOR HOMELESS AND AT-RISK CHILDREN IN TARRANT COUNTY 35,000

HUMANE SOCIETY OF NORTH TEXAS

1840 EAST LANCASTER AVENUE
FORT WORTH,TX76103 		NONE PUBLIC HEIGHTENING OUR IMPACT- PATHWAY OUT OF HOMELESSNESS 36,744

IMMUNIZATION COLLABORATION OF TARRANT COUNTY

PO BOX 100192
FORT WORTH,TX76185 		NONE PUBLIC LOW COST BACK TO SCHOOL VACCINE EVENTS AND COMMUNITY EDUCATION 20,000

JPS FOUNDATION

JPS FOUNDATION 1223 S MAIN ST
FORT WORTH,TX76104 		NONE PUBLIC ADOLESCENT INPATIENT UNIT BEHAVIORAL HEALTH 100,000

KEY SCHOOL

534 HILLSMERE DR
ANNAPOLIS,MD21403 		NONE PUBLIC DATA-DRIVEN STRATEGIES AND CURRICULUM SUPPORT FOR STUDENTS WITH LEARNING DIFFERENCES 35,000

LENA POPE HOME INC

3200 SANGUINET STREET
FORT WORTH,TX76107 		NONE PUBLIC LENA POPE EARLY LEARNING CENTERS TUITION ASSISTANCE FOR LOW-INCOME FAMILIES 40,000

LIGHTHOUSE FOR THE BLIND

912 W BROADWAY
FORT WORTH,TX76104 		NONE PUBLIC LIGHTHOUSE ASSISTIVE TECHNOLOGY EVALUATION CENTER (ATEC) 29,900

MEALS ON WHEELS INC OF TARRANT COUNTY

5740 AIRPORT FREEWAY
FORT WORTH,TX76117 		NONE PUBLIC NUTRITION PROGRAM 110,000

METHODIST JUSTICE MINISTRY

750 W 5TH STREET
FORT WORTH,TX76102 		NONE PUBLIC LEGAL REPRESENTATION AND COURT FEES FOR INDIGENT WOMEN AND CHILDREN ESCAPING ABUSE AND NEGLECT 46,000

MHMR FOUNDATION

3840 HULEN STREET
FORT WORTH,TX76107 		NONE PUBLIC FAMILY CONNECTS 120,000

NEWDAY SERVICES

6816 CAMP BOWIE BOULEVARD W 112
FORT WORTH,TX76116 		NONE PUBLIC FOCUS+ MENTOR-NAVIGATION FOR FWISD MOTHERS/FATHER 25,000

NORTH TEXAS AREA COMMUNITY HEALTH CENTER

2332 BEVERLY HILLS DRIVE
FORT WORTH,TX76114 		NONE PUBLIC SOUTHEAST COMMUNITY HEALTH CENTER PERINATAL PROGRAM 85,000

NORTH TEXAS AREA COMMUNITY HEALTH CENTER

2332 BEVERLY HILLS DRIVE
FORT WORTH,TX76114 		NONE PUBLIC NTACHC LIVING YOUR BEST LIFE HYPERTENSION FOCUS FOR THE SOUTHEAST FORT WORTH AND ARLINGTON PATIENTS 125,000

NORTH TEXAS COMMUNITY FOUNDATION

777 MAIN STREET 2850
FORT WORTH,TX76012 		NONE PUBLIC THE BEST PLACE FOR KIDS!/THE BEST PLACE FOR WORKING PARENTS 50,000

NORTHSIDE INTER-COMMUNITY AGENCY INC

1600 CIRCLE PARK DRIVE
FORT WORTH,TX76164 		NONE PUBLIC GOOD WORKS PROGRAM 15,000

PHILANTHROPY ADVOCATES WITH COMMUNITIES FOUNDATION OF TEXAS

5500 CARUTH HAVEN LANE
DALLAS,TX75225 		NONE PUBLIC PHILANTHROPY ADVOCATES 10,000

PLANNED PARENTHOOD OF GREATER TEXAS

7424 GREENVILLE AVENUE
DALLAS,TX75231 		NONE PUBLIC TOGETHER CAMPAIGN PATIENT ACCESS TO CARE 200,000

PLANNED PARENTHOOD OF GREATER TEXAS

7424 GREENVILLE AVENUE
DALLAS,TX75231 		NONE PUBLIC TARRANT COUNTY HEALTH EQUITY FUND 160,000

PRESBYTERIAN NIGHT SHELTER

PO BOX 2645
FORT WORTH,TX76113 		NONE PUBLIC CAMPAIGN FOR CAMPUS RENEWAL 200,000

PROJECT TRANSFORMATION

4024 CARUTH BOULEVARD
DALLAS,TX75225 		NONE PUBLIC OUT OF SCHOOL (OST) STAFFING INITIATIVE 15,000

PROJECTHANDUPTHE GATEHOUSE

PO BOX 398
GRAPEVINE,TX76099 		NONE PUBLIC GATEHOUSE PROGRAM FOR WOMEN AND CHILDREN ESCAPING ABUSE, POVERTY, AND HOMELESSNESS 50,000

READ FORT WORTH

3100 W 7TH STREET SUITE 245
FORT WORTH,TX76107 		NONE PUBLIC READ FORT WORTH OPPORTUNITY INITIATIVES 200,000

READING PARTNERS

638 3RD STREET
OAKLAND,CA94607 		NONE PUBLIC READING PARTNERS LITERACY INTERVENTION FOR SYSTEMICALLY DISADVANTAGED NORTH TEXAS K-3 STUDENTS 25,000

RECOVERY RESOURCE COUNCIL

2700 AIRPORT FREEWAY
FORT WORTH,TX76111 		NONE PUBLIC ENDURING FAMILIES: VETERANS MENTAL HEALTH PROGRAM 70,000

REV TARRANT COUNTY

3100 W 7TH STREET SUITE 245
FORT WORTH,TX76107 		NONE PUBLIC REV PARTNERSHIP 480,000

SAFE CITY COMMISSION DBA ONE SAFE PLACE

1100 HEMPHILL STREET
FORT WORTH,TX76104 		NONE PUBLIC ONE SAFE PLACE CAPITAL CAMPAIGN 500,000

SAFEHAVEN OF TARRANT COUNTY

1010 NORTH CENTER STREET
ARLINGTON,TX76011 		NONE PUBLIC SAFEPLAY 90,000

SIXTY AND BETTER INC

1400 CIRCLE DR 300
FORT WORTH,TX76119 		NONE PUBLIC HEALTHY LIVING FOR SENIORS 60,000

SOUTHERN METHODIST UNIVERSITY

3140 DYER STREET
DALLAS,TX75205 		NONE PUBLIC SMU CORE LITERACY TRIAGE STUDY 30,000

SPECIAL CAMPS FOR SPECIAL KIDS DBA CAMP JOHN MARC

4925 GREENVILLE AVENUE 400
DALLAS,TX75206 		NONE PUBLIC CAMP JOHN MARC 10,000

TARRANT AREA FOOD BANK

2525 CULLEN STREET
FORT WORTH,TX76107 		NONE PUBLIC TARGETED COMMUNITY SUPPORT TOWARD EQUAL FOOD ACCESS 175,000

TARRANT COUNTY HOMELESS COALITION

300 SOUTH BEACH STREET
FORT WORTH,TX76105 		NONE PUBLIC FURTHERING COLLECTIVE IMPACT TO MEET THE AFFORDABLE HOUSING NEED IN OUR COMMUNITY 120,000

TARRANT COUNTY HOMELESS COALITION

300 SOUTH BEACH STREET
FORT WORTH,TX76105 		NONE PUBLIC BUILDING OUR CONSULTING PROGRAM TO SHARE SUCCESSES WITH OTHER CONTINUUMS OF CARE 75,000

TARRANT COUNTY SAMARITAN HOUSING INC

929 HEMPHILL STREET
FORT WORTH,TX76104 		NONE PUBLIC HOUSING AND STABILITY 2023 100,000

TEACH FOR AMERICA

25 BROADWAY 12TH FLOOR
NEW YORK,NY10004 		NONE PUBLIC 2022-2023 TEACHER DEVELOPMENT AND ALUMNI PROGRAM SUPPORT 80,000

TEXAS CHRISTIAN UNIVERSITY

TCU BOX 297044
FORT WORTH,TX76129 		NONE PUBLIC KINDERFROGS SCHOOL ASSOCIATES PROGRAM 50,000

TEXAS HEALTH RESOURCES FOUNDATION

612 E LAMAR BOULEVARD 300
ARLINGTON,TX76011 		NONE PUBLIC TEXAS HEALTH FORT WORTH INDIGENT PHARMACY PROGRAM 25,000

TEXAS HEALTH RESOURCES FOUNDATION

612 E LAMAR BOULEVARD 300
ARLINGTON,TX76011 		NONE PUBLIC TEXAS HEALTH WELLNESS FOR LIFE MOBILE HEALTH INDIGENT PROGRAM 75,000

TEXAS HEALTH RESOURCES FOUNDATION

612 E LAMAR BOULEVARD 300
ARLINGTON,TX76011 		NONE PUBLIC MORRIS MEDITATION GARDEN REFRESH PROJECT 101,078

TEXAS WESLEYAN UNIVERSITY

1201 WESLEYAN STREET
FORT WORTH,TX76105 		NONE PUBLIC TEXAS WESLEYAN RAM RETENTION PROGRAM 250,000

THE CONCILIO

400 S ZANG BOULEVARD 300
DALLAS,TX75208 		NONE PUBLIC THE CONCILIO'S FORT WORTH EARLY CHILDHOOD PARENT ENGAGEMENT PROGRAMMING. 25,000

THE GEORGE W BUSH FOUNDATION

2943 SMU BOULEVARD
DALLAS,TX75205 		NONE PUBLIC BUSH INSTITUTE EDUCATION AND OPPORTUNITY PROGRAM 35,000

THE JORDAN ELIZABETH HARRIS FOUNDATION

2830 S HULEN STREET 139
FORT WORTH,TX76109 		NONE PUBLIC 1 MENTAL HEALTH PROGRAM BUILDOUT 200,000

THE PARENTING CENTER

2928 WEST 5TH STREET
FORT WORTH,TX76107 		NONE PUBLIC FAMILY LIFE PROGRAMMING 40,000

THE SALVATION ARMY DFW METROPLEX COMMAND

440 WEST NYACK ROAD PO BOX C-635
WEST NYACK,NY10994 		NONE PUBLIC MABEE CENTER PROGRAMS & OPERATIONS 125,000

THE UNIVERSITY OF TEXAS AT DALLAS

800 W CAMPBELL ROAD
RICHARDSON,TX75080 		NONE PUBLIC TARRANT COUNTY BEHAVIORAL HEALTH DATA PROJECT 15,000

THE WOMEN'S CENTER OF TARRANT COUNTY

1723 HEMPHILL STREET
FORT WORTH,TX76110 		NONE PUBLIC COVID 19 MENTAL HEALTH STABILITY PROJECT 75,000

TRINITY HABITAT FOR HUMANITY

9333 N NORMANDALE STREET
FORT WORTH,TX76116 		NONE PUBLIC PARTNERSHIP HOME PROJECT 50,000

UNBOUND NOW

5049 TRAIL LAKE DRIVE
FORT WORTH,TX76133 		NONE PUBLIC THE UNDERGROUND DROP-IN CENTER FOR YOUTH BY UNBOUND NOW 60,000

UNION GOSPEL MISSION OF TARRANT COUNTY

PO BOX 1957
FORT WORTH,TX76101 		NONE PUBLIC UGM-TC OPERATION 100,000

UNITED COMMUNITY CENTERS INC

1200 EAST MADDOX
FORT WORTH,TX76104 		NONE PUBLIC OUT OF SCHOOL (OST) STAFFING INITIATIVE 5,000

UNITED COMMUNITY CENTERS INC

1200 EAST MADDOX
FORT WORTH,TX76104 		NONE PUBLIC EDUCATIONAL LITERACY PROGRAM 120,000

UNITED WAY OF TARRANT COUNTY EARLY LEARNING ALLIANCE

1500 NORTH MAIN STREET 200
FORT WORTH,TX76164 		NONE PUBLIC ENGAGEMENT AND EMPOWERMENT OF FAMILY LEADERS 40,673

UNTHSC FOUNDATION

500 CAMP BOWIE BOULEVARD
FORT WORTH,TX76107 		NONE PUBLIC PEDIATRIC MOBILE CLINIC 75,000

UNTHSC FOUNDATION

500 CAMP BOWIE BOULEVARD
FORT WORTH,TX76107 		NONE PUBLIC HSC-FWISD SCHOOL BASED CLINIC 75,000

WESTAID

7940 CAMP BOWIE WEST BOULEVARD
FORT WORTH,TX76116 		NONE PUBLIC FOOD SECURITY ONE MEAL AT A TIME 42,000

YMCA OF METROPOLITAN FORT WORTH

512 LAMAR 400
FORT WORTH,TX76102 		NONE PUBLIC ELLA MCFADDEN EARLY LEARNING CENTER AT THE Y 135,000
Total .................................right arrow 3a 9,539,950
bApproved for future payment

COOK CHILDREN'S HEALTH FOUNDATION
801 7TH AVENUE
FORT WORTH,TX76104 		NONE PUBLIC THE MORRIS FOUNDATION CENTER FOR INNOVATION IN CHILDREN'S HEALTH CAPITAL IMPROVEMENTS 370,000

TEXAS WESLEYAN UNIVERSITY
1201 WESLEYAN STREET
FORT WORTH,TX76105 		NONE PUBLIC TEXAS WESLEYAN RAM RETENTION PROGRAM 750,000

THE JORDAN ELIZABETH HARRIS FOUNDATION
2830 S HULEN STREET 139
FORT WORTH,TX76109 		NONE PUBLIC 1 MENTAL HEALTH PROGRAM BUILDOUT 200,000
Total ................................. right arrow 3b 1,320,000
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 5,837,945  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,159,918  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP REVENUE 		523000 -175,501 01 -63,329  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -175,501 6,934,534 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,759,033
(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:
THE MORRIS FOUNDATION
EIN:
75-2137184
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 60,721 45,540   15,182

TY 2023 InvestmentsCorpStockSchedule
Name:
THE MORRIS FOUNDATION
EIN:
75-2137184
Name of Stock End of Year Book Value End of Year Fair Market Value
BMO HARRIS - EQUITY 180,081,771 180,081,771
BMO HARRIS - FIXED INCOME 44,219,134 44,219,134

TY 2023 InvestmentsOtherSchedule2
Name:
THE MORRIS FOUNDATION
EIN:
75-2137184
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
HPS MEZZANINE PRIVATE INVESTORS OFFSHORE 2019 LP FMV 977,936 977,936
OAK HILL CAPITAL PARTNERS V ONSHORE FEEDER LP FMV 5,522,913 5,522,913
PEG GLOBAL PRIVATE EQUITY VIII OFFSHORE SPECIAL LP FMV 1,902,622 1,902,622

TY 2023 LegalFeesSchedule
Name:
THE MORRIS FOUNDATION
EIN:
75-2137184
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 23,755 2,376   21,378


TY 2023 OtherAssetsSchedule
Name:
THE MORRIS FOUNDATION
EIN:
75-2137184
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
BENEFIT IN MARITAL TRUST 236,529 0 0
CHARITABLE REMAINDER UNITRUSTS 2,628,547 3,018,024 3,018,024
INTEREST RECEIVABLE 541,142 177,164 177,164
DEFERRED EXCISE TAX 582,800 0 0
RIGHT OF USE ASSET 91,920 37,608 37,608


TY 2023 OtherExpensesSchedule
Name:
THE MORRIS FOUNDATION
EIN:
75-2137184
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 5,236 5,236   0
OFFICE 29,992 2,731   27,261
MEMBERSHIP FEES 10,790 1,619   9,171
INFORMATION TECHNOLOGY 20,292 1,466   18,826
INSURANCE 8,031 1,205   6,826
RESEARCH AND SUBSCRIPTIONS 65 10   55
POSTAGE AND SHIPPING 189 0   189
GRANT ADMINISTRATION 7,800 0   7,800
AMORTIZATION 54,312 0   54,312


TY 2023 OtherIncomeSchedule2
Name:
THE MORRIS FOUNDATION
EIN:
75-2137184
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP REVENUE -238,830   -238,830


TY 2023 OtherIncreasesSchedule
Name:
THE MORRIS FOUNDATION
EIN:
75-2137184
Description Amount
UNREALIZED GAINS AND LOSSES 25,437,941
CHANGE IN VALUE OF CRUT 389,477


TY 2023 OtherLiabilitiesSchedule
Name:
THE MORRIS FOUNDATION
EIN:
75-2137184
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED RENT LIABILITY 102,378 41,795


TY 2023 OtherProfessionalFeesSchedule
Name:
THE MORRIS FOUNDATION
EIN:
75-2137184
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY 484,751 484,751   0
CONSULTING 395 0   395
PAYROLL 13,169 0   13,169
MARKETING AND COMMUNICATIONS 15,299 0   15,299


TY 2023 TaxesSchedule
Name:
THE MORRIS FOUNDATION
EIN:
75-2137184
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAX 16,831 0   16,831
EXCISE TAX 1,004,232 0   0