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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$242,104,647J 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... 6,700,917 6,700,917  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,003,864
b Gross sales price for all assets on line 6a 135,574,863
7 Capital gain net income (from Part IV, line 2)... 4,003,864
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
-195,229 0  
12 Total. Add lines 1 through 11........ 10,509,552 10,704,781  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 410,175 61,526   348,649
14 Other employee salaries and wages...... 241,628 13,524   228,104
15 Pension plans, employee benefits....... 78,904 3,458   75,446
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
30,714 3,071   27,643
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
61,515 46,136   15,379
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
433,389 376,862   56,528
17 Interest............... 2,851 2,851   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
173,930 3,564   28,812
19 Depreciation (attach schedule) and depletion... 15,968 0  
20 Occupancy.............. 6,364 637   5,728
21 Travel, conferences, and meetings....... 24,401 1,220   23,181
22 Printing and publications.......... 7,451 745   6,706
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
210,752 10,929   196,467
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,698,042 524,523   1,012,643
25 Contributions, gifts, grants paid....... 16,421,930 16,421,930
26 Total expenses and disbursements. Add lines 24 and 25 18,119,972 524,523   17,434,573
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -7,610,420
b Net investment income (if negative, enter -0-) 10,180,258
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 4,537,890 2,279,471 2,279,471
3 Accounts receivable right arrow2,771
Less: allowance for doubtful accounts right arrow   2,771 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.......... 1,216    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 224,300,905 Click to see attachment
List of Attached Documents:
// Content
229,541,307 		229,541,307
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).......... 8,403,471 Click to see attachment
List of Attached Documents:
// Content
9,165,489 		9,165,489
14 Land, buildings, and equipment: basis right arrow297,316
Less: accumulated depreciation (attach schedule) right arrow295,184 18,101 2,132 2,132
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
3,232,796 		Click to see attachment
List of Attached Documents:
// Content
1,113,477 		Click to see attachment
List of Attached Documents:
// Content
1,113,477
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 240,497,150 242,104,647 242,104,647
Liabilities 17 Accounts payable and accrued expenses.......... 647,974 461,000
18 Grants payable................. 3,000,957 351,079
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
41,795 		Click to see attachment
List of Attached Documents:
// Content
321,578
23 Total liabilities (add lines 17 through 22)......... 3,690,726 1,133,657
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 3,728,897
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 233,343,548 237,242,093
29 Total net assets or fund balances (see instructions)..... 236,806,424 240,970,990
30 Total liabilities and net assets/fund balances (see instructions). 240,497,150 242,104,647
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
236,806,424
2
Enter amount from Part I, line 27a .....................
2
-7,610,420
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
12,441,111
4
Add lines 1, 2, and 3 ..........................
4
241,637,115
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
666,125
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
240,970,990
Form 990-PF (2024)
Form 990-PF (2024)
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   2023-01-01 2024-12-31
b OAK HILL CAPITAL PARTNERS V (ONSHORE FEEDER) LP   2024-01-01 2024-12-31
c OAK HILL CAPITAL PARTNERS V (ONSHORE FEEDER) LP   2023-01-01 2024-12-31
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 135,574,481   131,570,999 4,003,482
b 333     333
c 49     49
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       4,003,482
b       333
c       49
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 4,003,864
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) 1 141,506
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........................... 3 141,506
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- ..... 5 141,506
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 53,141
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 125,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 178,141
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 4,432
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 32,203
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow32,203 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 		354,159 16,017 0
3100 W 7TH ST STE 245
FORT WORTH,TX76107
LAURA LILES TRUSTEE
2.50 		20,000 0 0
3100 W 7TH ST STE 245
FORT WORTH,TX76107
MICHELLE PIOTROWSKI TRUSTEE
2.50 		20,000 0 0
3100 W 7TH ST STE 245
FORT WORTH,TX76107
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
KAITLIN GUTHROW DIRECTOR OF PARTNERS
40.00 		160,055 7,880 0
3100 W 7TH ST STE 245
FORT WORTH,TX76102
CLAIRE ARMSTRONG EXECUTIVE OPERATIONS
40.00 		105,891 3,934 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 (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............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 (2024)
Form 990-PF (2024)
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
241,887,989
b
Average of monthly cash balances.......................
1b
3,332,972
c
Fair market value of all other assets (see instructions)................
1c
3,343,844
d
Total (add lines 1a, b, and c).........................
1d
248,564,805
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
248,564,805
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,728,472
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
244,836,333
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
12,241,817
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
12,241,817
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
141,506
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
141,506
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
12,100,311
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
12,100,311
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
12,100,311
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
17,434,573
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
17,434,573
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 12,100,311
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 8,666,026
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 17,434,573
a Applied to 2023, but not more than line 2a 8,666,026
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 2024 distributable amount..... 8,768,547
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		3,331,764
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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 STE 200
FORT WORTH,TX76105 		NONE PUBLIC AB CHRISTIAN LEARNING CENTER SUMMER LEARNING PROGRAM 105,000

ABIDE WOMEN'S HEALTH SERVICES

3055 AL LIPSCOMB WAY STE 152243
DALLAS,TX75215 		NONE PUBLIC BRIDGING THE GAP IN MATERNAL HEALTHCARE: A MOBILE UNIT FOR EQUITABLE ACCESS IN TARRANT COUNTY 50,000

ABIDE WOMEN'S HEALTH SERVICES

3055 AL LIPSCOMB WAY STE 152243
DALLAS,TX75215 		NONE PUBLIC MOBILIZING MATERNAL CARE: EXPANDING ACCESS WITH ABIDE'S COMMUNITY HEALTH MOBILE UNIT 50,000

ACH CHILD AND FAMILY SERVICES

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

ACH CHILD AND FAMILY SERVICES

3712 WICHITA STREET
FORT WORTH,TX76119 		NONE PUBLIC WEDGWOOD TRANSITIONAL LIVING PROGRAM AND EXPANSION SUPPORT 160,000

AIDS OUTREACH CENTER

400 NORTH BEACH STREET
FORT WORTH,TX76111 		NONE PUBLIC PAUL N. GEISEL DENTAL CLINIC 201,026

ALL SAINTS HEALTH FOUNDATION DBA BAYLOR SCOTT & WHITE

301 N WASHINGTON AVENUE
DALLAS,TX75246 		NONE PUBLIC GRADUATE MEDICAL EDUCATION FQHC ROTATION SUPPORT 160,000

ALLIANCE FOR CHILDREN INC

3609 MARQUITA DRIVE
FORT WORTH,TX76116 		NONE PUBLIC SUPPORT FOR TARRANT COUNTY CHILD ABUSE VICTIMS 150,000

ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION INC

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

ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION INC

225 N MICHIGAN AVENUE 1700
CHICAGO,IL60601 		NONE PUBLIC ALZ CARES FOR NORTH CENTRAL TEXAS 25,000

BOYS & GIRLS CLUBS OF GREATER TARRANT COUNTY

3218 E BELKNAP STREET
FORT WORTH,TX76111 		NONE PUBLIC YOUTH SOCIAL-EMOTIONAL DEVELOPMENT SUPPORT 280,000

CAMP FIRE FIRST TEXAS

2700 MEACHAM BOULEVARD
FORT WORTH,TX76137 		NONE PUBLIC CAMP FIRE EARLY EDUCATION WORKFORCE DEVELOPMENT 165,000

CAMP FIRE FIRST TEXAS

2700 MEACHAM BOULEVARD
FORT WORTH,TX76137 		NONE PUBLIC CAMP FIRE'S SCHOOL READINESS PROGRAM 225,000

CAMP SUMMIT INC

17210 CAMPBELL ROAD 180-W
DALLAS,TX75252 		NONE PUBLIC CAMPERSHIP & FINANCIAL ASSISTANCE PROJECT FOR TARRANT COUNTY CAMPERS WITH DISABILITIES 55,000

CAMP SUMMIT INC

17210 CAMPBELL ROAD 180-W
DALLAS,TX75252 		NONE PUBLIC THE LISA BRAZIEL MEMORIAL FINANCIAL ASSISTANCE PROGRAM FOR TARRANT COUNTY CAMPERS WITH DISABILITIES 60,000

CANCER CARE SERVICES

623 S HENDERSON STREET
FORT WORTH,TX76104 		NONE PUBLIC HELP = HOPE 80,000

CANCER CARE SERVICES

623 S HENDERSON STREET
FORT WORTH,TX76104 		NONE PUBLIC GENERAL OPERATING EXPENSES FOR CANCER CARE SERVICES 80,000

CASA OF TARRANT COUNTY

101 SUMMIT AVENUE 505
FORT WORTH,TX76102 		NONE PUBLIC CASA ADVOCACY FOR TARRANT COUNTY CHILDREN IN FOSTER CARE 200,000

CASSATA HIGH SCHOOL

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

CASSATA HIGH SCHOOL

1400 HEMPHILL STREET
FORT WORTH,TX76104 		NONE PUBLIC DROP OUT PREVENTION PROGRAM 85,000

CATHOLIC CHARITIES DIOCESE OF FORT WORTH INC

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

CATHOLIC CHARITIES DIOCESE OF FORT WORTH INC

249 W THORNHILL DRIVE
FORT WORTH,TX76115 		NONE PUBLIC WORKING FAMILY SERVICES 150,000

CENTER FOR TRANSFORMING LIVES

512 W 4TH STREET
FORT WORTH,TX76102 		NONE PUBLIC EARLY IDENTIFICATION AND INTERVENTIONS FOR 200+ LMI CHILDREN WITH DEVELOPMENTAL DELAYS 75,000

CENTER FOR TRANSFORMING LIVES

512 W 4TH STREET
FORT WORTH,TX76102 		NONE PUBLIC EARLY CHILDHOOD EDUCATION AND FAMILY SUPPORT FOR 550 LMI, TARRANT COUNTY CHILDREN 200,000

CHILD CARE ASSOCIATES

3000 E BELKNAP STREET
FORT WORTH,TX76111 		NONE PUBLIC EARLY EDUCATION LEADERSHIP FUND 100,000

CHILD CARE ASSOCIATES

3000 E BELKNAP STREET
FORT WORTH,TX76111 		NONE PUBLIC TARRANT COUNTY EARLY EDUCATOR WORKFORCE ANALYSIS & NEEDS ASSESSMENT 172,500

CLC INC

555 N GRANTS LANE
FORT WORTH,TX76108 		NONE PUBLIC TRAINING AND EMPLOYMENT SERVICES (TES) 40,000

CLC INC

555 N GRANTS LANE
FORT WORTH,TX76108 		NONE PUBLIC 2025 LOW-INCOME FAMILY EMPLOYMENT INITIATIVE 40,000

COACT

PO BOX 430
HURST,TX76053 		NONE PUBLIC FUNKYTOWN MINDFUL MARKET 200,000

COMMUNITIES FOUNDATION OF TEXAS INC

5500 CARUTH HAVEN LANE
DALLAS,TX75225 		NONE PUBLIC 2024 NORTH TEXAS GIVING DAY 210,406

COMMUNITIES IN SCHOOLS OF GREATER TARRANT COUNTY

5601 BRIDGE STREET STE 501
FORT WORTH,TX76112 		NONE PUBLIC CASE MANAGEMENT FOR AT-RISK STUDENTS IN FORT WORTH AND TARRANT COUNTY 100,000

COMMUNITIES IN SCHOOLS OF GREATER TARRANT COUNTY

5601 BRIDGE STREET STE 501
FORT WORTH,TX76112 		NONE PUBLIC THE COMMUNITIES IN SCHOOLS CENTER FOR STUDENT SUPPORT 200,000

COMMUNITY FOOD BANK

3000 GALVEZ AVENUE
FORT WORTH,TX76111 		NONE PUBLIC OPERATIONS FOR RAPID FOOD DISTRIBUTION PROGRAM 125,000

COMMUNITY FOOD BANK

3000 GALVEZ AVENUE
FORT WORTH,TX76111 		NONE PUBLIC FEEDING FAMILIES AND FEEDING HOPE 197,000

COMMUNITY HEALING AND MENTAL HEALTH PROJECT INC

1311 ROSEBROOK DRIVE
MANSFIELD,TX76063 		NONE PUBLIC CHAMP MOBILE MENTAL WELLNESS UNIT & FREE MENTAL HEALTH SERVICES 50,000

COMMUNITY LINK MISSION INC

300 S BELMONT STREET
SAGINAW,TX76179 		NONE PUBLIC LINK TO HOPE COUNSELING CENTER SUPPORT 100,000

COOK CHILDREN'S HEALTH FOUNDATION

801 7TH AVENUE
FORT WORTH,TX76104 		NONE PUBLIC COOK CHILDRENS ALEXANDER VISION CENTER 160,000

COOK CHILDREN'S HEALTH FOUNDATION

801 7TH AVENUE
FORT WORTH,TX76104 		NONE PUBLIC DEVELOPMENT PEDIATRICS 150,000

COWTOWN CLUBHOUSE

PO BOX 1292
FORT WORTH,TX76101 		NONE PUBLIC CLUBHOUSE WELLNESS PROGRAM 60,000

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 HIGH SCHOOL 100,000

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

DELIGHTED TO DOULA BIRTH SERVICES

651 TABLE ROCK DRIVE
PROSPER,TX75078 		NONE PUBLIC MULTI-INTERVENTIONAL POSTPARTUM CARE: COMMUNITY-BASED POSTPARTUM DOULAS & POSTPARTUM WELLNESS CENTER 75,000

DELIGHTED TO DOULA BIRTH SERVICES

651 TABLE ROCK DRIVE
PROSPER,TX75078 		NONE PUBLIC DELIGHTED TO DOULA'S COMMUNITY-BASED POSTPARTUM DOULA PROGRAM 75,000

EDUCATIONAL FIRST STEPS

2815 GASTON AVENUE
DALLAS,TX75226 		NONE PUBLIC FOUR STEPS TO EXCELLENCE 200,000

EXPANCO INC

3005 WICHITA COURT
FORT WORTH,TX76140 		NONE PUBLIC INDIVIDUAL SKILLS AND SOCIALIZATION (ISS) DEVELOPMENT & GROWTH PROGRAM 100,000

EXPANCO INC

3005 WICHITA COURT
FORT WORTH,TX76140 		NONE PUBLIC AMPLIFY OPERATIONAL SUPPORT PROGRAM 150,000

FIRST UNITED METHODIST CHURCH

800 W 5TH STREET
FORT WORTH,TX76102 		NONE PUBLIC FIRST STREET OUTREACH 225,000

FIRST3YEARS

15851 DALLAS PARKWAY 106
ADDISON,TX75001 		NONE PUBLIC SAFE BABIES 65,000

FORT WORTH AFFORDABILITY INC DBA FORT WORTH HOUSING SOLUTIONS

1201 E 13TH STREET
FORT WORTH,TX76102 		NONE PUBLIC HOUSING AND EDUCATION PROGRAM 500,000

FORT WORTH CHAMBER DEVELOPMENT FOUNDATION

777 TAYLOR STREET 900
FORT WORTH,TX76102 		NONE PUBLIC FORT WORTH CHAMBER BUSINESS INTELLIGENCE UNIT 65,000

FORT WORTH MUSEUM OF SCIENCE AND HISTORY

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

FORT WORTH REPORT

3008 E ROSEDALE STREET
FORT WORTH,TX76105 		NONE PUBLIC NONPROFIT NEWSPAPER PROVIDES ACTIONABLE LOCAL NEWS STORIES TO TARRANT COUNTY 45,000

FORT WORTH REPORT

3008 E ROSEDALE STREET
FORT WORTH,TX76105 		NONE PUBLIC GENERAL OPERATIONS FUNDING TO BUILD FORT WORTH REPORTS CAPACITY TO DELIVER NONPARTISAN, LOCAL NEWS 45,000

FORTRESS YOUTH DEVELOPMENT CENTER

1007 E TERRELL AVENUE
FORT WORTH,TX76104 		NONE PUBLIC FORTRESS PRESCHOOL, AFTER SCHOOL, AND PARENT ENGAGEMENT PROGRAMS 65,000

GILL CHILDREN'S SERVICES

555 HEMPHILL STREET STE 200
FORT WORTH,TX76104 		NONE PUBLIC GILL CHILDREN'S SERVICES 100,000

GIRLS INCORPORATED OF TARRANT COUNTY

1226 E WEATHERFORD STREET
FORT WORTH,TX76102 		NONE PUBLIC SUPPORTING AT-RISK FORT WORTH GIRLS WITH GIRLS INC OF TARRANT COUNTY 50,000

GIRLS INCORPORATED OF TARRANT COUNTY

1226 E WEATHERFORD STREET
FORT WORTH,TX76102 		NONE PUBLIC EMPOWERING GIRLS THROUGH GIRLS INC. OF TARRANT COUNTY PROGRAMS 50,000

GUARDIANSHIP SERVICES INC

PO BOX 11481
FORT WORTH,TX76110 		NONE PUBLIC GSI MONEY MANAGEMENT PROGRAM: VULNERABLE ADULTS' DEFENSE AGAINST FINANCIAL EXPLOITATION 70,000

GUARDIANSHIP SERVICES INC

PO BOX 11481
FORT WORTH,TX76110 		NONE PUBLIC MONEY MANAGEMENT: STRENGTHENING THE FINANCIAL SAFETY NET FOR VULNERABLE ADULTS 70,000

HOPE SUPPLY CO

10480 SHADY TRAIL STE 104
DALLAS,TX75220 		NONE PUBLIC CRITICAL NEEDS PROGRAM FOR HOMELESS AND AT-RISK CHILDREN IN TARRANT COUNTY 80,000

HUMANE SOCIETY OF NORTH TEXAS

1840 EAST LANCASTER AVENUE
FORT WORTH,TX76103 		NONE PUBLIC PATHWAY OUT OF HOMELESSNESS FOR PEOPLE AND PETS 74,000

IMMUNIZATION COLLABORATION OF TARRANT COUNTY

PO BOX 100192
FORT WORTH,TX76185 		NONE PUBLIC LOW COST BACK TO SCHOOL VACCINE EVENTS AND COMMUNITY EDUCATION 50,000

JPS FOUNDATION

1350 S MAIN STREET STE 4000
FORT WORTH,TX76104 		NONE PUBLIC PREGNANCY CARE COORDINATION SERVICES 400,000

JPS FOUNDATION

1350 S MAIN STREET STE 4000
FORT WORTH,TX76104 		NONE PUBLIC ADOLESCENT INPATIENT UNIT BEHAVIORAL HEALTH 200,000

KEY SCHOOL

534 HILLSMERE DRIVE
ANNAPOLIS,MD21403 		NONE PUBLIC INTENSIVE INTERVENTION FOR STUDENTS WITH DYSGRAPHIA 35,000

LEADERSHIP ISD

1349 EMPIRE CENTRAL DRIVE 400
DALLAS,TX75247 		NONE PUBLIC TRUSTEE IMPACT 75,000

LENA POPE HOME INC

3200 SANGUINET STREET
FORT WORTH,TX76107 		NONE PUBLIC IMPROVING ACCESS TO MENTAL HEALTH SERVICES REGARDLESS OF SOCIOECONOMIC STATUS 81,100

LIGHTHOUSE FOR THE BLIND

912 W BROADWAY AVENUE
FORT WORTH,TX76104 		NONE PUBLIC LIGHTHOUSE ASSISTIVE TECHNOLOGY EVALUATION CENTER (ATEC) 30,000

LIGHTHOUSE FOR THE BLIND

912 W BROADWAY AVENUE
FORT WORTH,TX76104 		NONE PUBLIC REHAB ON THE ROAD PROGRAM 30,000

MEALS ON WHEELS INC OF TARRANT COUNTY

5740 AIRPORT FREEWAY
FORT WORTH,TX76117 		NONE PUBLIC NUTRITION PROGRAM 220,000

METHODIST JUSTICE MINISTRY

750 W 5TH STREET
FORT WORTH,TX76102 		NONE PUBLIC FAMILY LAW REPRESENTATION AND SUPPORT SERVICES FOR INDIGENT VICTIMS OF ABUSE AND NEGLECT 75,000

METHODIST JUSTICE MINISTRY

750 W 5TH STREET
FORT WORTH,TX76102 		NONE PUBLIC LEGAL REPRESENTATION AND ONGOING SUPPORT FOR VICTIMS OF FAMILY VIOLENCE 65,000

MHMR FOUNDATION

3840 HULEN STREET NORTH TOWER
FORT WORTH,TX76107 		NONE PUBLIC PERINATAL CONNECTION CONTINUUM 500,000

MOTHER'S MILK BANK OF NORTH TEXAS INC

7617 BENBROOK PARKWAY
FORT WORTH,TX76126 		NONE PUBLIC DONOR MILK LABORATORY NEW EQUIPMENT PACKAGE 25,000

NEW LEAF COMMUNITY SERVICES

PO BOX 100103
FORT WORTH,TX76185 		NONE PUBLIC CAMP BOWIE WEST 100,000

NEWDAY SERVICES

6816 CAMP BOWIE BOULEVARD W 112
FORT WORTH,TX76116 		NONE PUBLIC FOCUS+ FOR FATHERS AND MOTHERS 25,000

NORTH TEXAS AREA COMMUNITY HEALTH CENTER

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

NORTH TEXAS AREA COMMUNITY HEALTH CENTER

2332 BEVERLY HILLS DRIVE
FORT WORTH,TX76114 		NONE PUBLIC LIVING YOUR BEST LIFE SELF-CARE PROGRAM FOR DIABETES AND HYPERTENSION 125,000

NORTH TEXAS COMMUNITY FOUNDATION

777 MAIN STREET 2850
FORT WORTH,TX76012 		NONE PUBLIC FORT WORTH STAR-TELEGRAM CROSSROADS LAB 90,000

NORTHSIDE INTER-COMMUNITY AGENCY INC

1600 CIRCLE PARK DRIVE
FORT WORTH,TX76164 		NONE PUBLIC TO PROVIDE STAFF SUPPORT FOR NORTHSIDE INTER-COMMUNITY AGENCY CLIENTS 15,000

PARTNERSHIP HOME

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

PARTNERSHIP HOME

300 S BEACH STREET
FORT WORTH,TX76105 		NONE PUBLIC HOME FORT WORTH 150,000

PARTNERSHIP HOME

300 S BEACH STREET
FORT WORTH,TX76105 		NONE PUBLIC UPSTREAM RESEARCH AND STRATEGIES TO PREVENT HOMELESSNESS 75,000

PLANNED PARENTHOOD OF GREATER TEXAS

7424 GREENVILLE AVENUE
DALLAS,TX75231 		NONE PUBLIC EMPOWERING NORTH TEXANS THROUGH COMPREHENSIVE REPRODUCTIVE HEALTHCARE AND EDUCATION 200,000

PLANNED PARENTHOOD OF GREATER TEXAS

7424 GREENVILLE AVENUE
DALLAS,TX75231 		NONE PUBLIC PPGT GENERAL OPERATIONS 200,000

PRESBYTERIAN NIGHT SHELTER

PO BOX 2645
FORT WORTH,TX76113 		NONE PUBLIC FAMILY SERVICES 250,000

PROJECTHANDUPTHE GATEHOUSE

PO BOX 398
GRAPEVINE,TX76099 		NONE PUBLIC GATEHOUSE PROGRAM FOR WOMEN AND CHILDREN ESCAPING ABUSE, POVERTY, AND HOMELESSNESS 100,000

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 140,000

RECOVERY RESOURCE COUNCIL

2700 AIRPORT FREEWAY
FORT WORTH,TX76111 		NONE PUBLIC TRANSFORMING FOR TOMORROW 100,000

REV TARRANT COUNTY

3100 W 7TH STREET SUITE 245
FORT WORTH,TX76107 		NONE PUBLIC GENERAL OPERATIONS 800,000

SAFE CITY COMMISSION DBA ONE SAFE PLACE

1100 HEMPHILL STREET
FORT WORTH,TX76104 		NONE PUBLIC ONE SAFE PLACE CAPITAL CAMPAIGN 150,000

SAFEHAVEN OF TARRANT COUNTY

1010 NORTH CENTER STREET
ARLINGTON,TX76011 		NONE PUBLIC POSTPARTUM SUPPORT FOR MOTHERS IN SAFEHAVEN'S EMERGENCY DOMESTIC VIOLENCE SHELTERS 190,000

SIXTY AND BETTER INC

1400 CIRCLE DR 300
FORT WORTH,TX76119 		NONE PUBLIC HEALTH & WELLNESS FOR AGING ADULTS 60,000

SIXTY AND BETTER INC

1400 CIRCLE DR 300
FORT WORTH,TX76119 		NONE PUBLIC ISOLATION REDUCTION OF OLDER ADULTS 60,000

SOCIETY OF ST VINCENT DE PAUL OF NORTH TEXAS

3826 GILBERT AVENUE
DALLAS,TX75219 		NONE PUBLIC CHARITABLE PHARMACY 50,000

TARRANT AREA FOOD BANK

2525 CULLEN STREET
FORT WORTH,TX76107 		NONE PUBLIC SUPPORT OF THE 'READY TO LEARN' PROGRAM EXPANSION 175,000

TARRANT AREA FOOD BANK

2525 CULLEN STREET
FORT WORTH,TX76107 		NONE PUBLIC READY TO LEARN SCHOOL PANTRY 175,000

TARRANT COUNTY SAMARITAN HOUSING INC

929 HEMPHILL STREET
FORT WORTH,TX76104 		NONE PUBLIC GENERAL OPERATIONS 2025 100,000

TARRANT COUNTY SAMARITAN HOUSING INC

929 HEMPHILL STREET
FORT WORTH,TX76104 		NONE PUBLIC GENERAL OPERATING 2024 100,000

TEACH FOR AMERICA

25 BROADWAY 12TH FLOOR
NEW YORK,NY10004 		NONE PUBLIC 2023-2024 TEACHER DEVELOPMENT AND ALUMNI PROGRAM SUPPORT 80,000

TEXAS CHRISTIAN UNIVERSITY

TCU BOX 297044
FORT WORTH,TX76129 		NONE PUBLIC KINDERFROGS SCHOOL ASSOCIATES PROGRAM 100,000

TEXAS HEALTH RESOURCES FOUNDATION

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

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 950,000

TEXAS HEALTH RESOURCES FOUNDATION

612 E LAMAR BOULEVARD 300
ARLINGTON,TX76011 		NONE PUBLIC TEXAS HEALTH FORT WORTH INDIGENT PHARMACY PROGRAM 65,000

TEXAS IMPACT NETWORK

7219 LIGHTHOUSE ROAD
ARLINGTON,TX76002 		NONE PUBLIC TEXAS IMPACT NETWORK TEXAS INCENTIVE ALLOTMENT (TIA) 75,000

TEXPROTECTS THE TEXAS ASSOCIATION FOR THE PROTECTION OF CHILDREN

3000 PEGASUS PARK DRIVE SUITE 708
DALLAS,TX75247 		NONE PUBLIC STRENGTHENING FORT WORTH FAMILIES TO PREVENT CHILD ABUSE AND NEGLECT 75,000

THE CONCILIO

400 S ZANG BOULEVARD 300
DALLAS,TX75208 		NONE PUBLIC CURRICULUM DEVELOPMENT FOR MOVING TOWARD LATINO MENTAL WELLNESS: A COMMUNITY APPROACH 50,000

THE CONCILIO

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

THE JORDAN ELIZABETH HARRIS FOUNDATION

2830 S HULEN STREET 139
FORT WORTH,TX76109 		NONE PUBLIC 1 MENTAL HEALTH PROGRAM BUILDOUT 75,000

THE PARENTING CENTER

2928 WEST 5TH STREET
FORT WORTH,TX76107 		NONE PUBLIC THE MORRIS FOUNDATION NAME REMOVAL 750

THE PARENTING CENTER

2928 WEST 5TH STREET
FORT WORTH,TX76107 		NONE PUBLIC FAMILY LIFE PROGRAMMING 25,000

THE SALVATION ARMY DFW METROPLEX COMMAND

440 WEST NYACK ROAD PO BOX C-635
WEST NYACK,NY10994 		NONE PUBLIC MABEE CENTER PROGRAMS & OPERATIONS 240,000

THE TELOS PROJECT

1650 WEST ROSEDALE STREET 305
FORT WORTH,TX76104 		NONE PUBLIC EQUAL ACCESS ASSESSMENT FUND 25,000

THE WARM PLACE

809 LIPSCOMB STREET
FORT WORTH,TX76104 		NONE PUBLIC GRIEF SUPPORT PROGRAM 80,000

THE WOMEN'S CENTER OF TARRANT COUNTY

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

THE WOMEN'S CENTER OF TARRANT COUNTY

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

TRINITY HABITAT FOR HUMANITY

9333 N NORMANDALE STREET
FORT WORTH,TX76116 		NONE PUBLIC PARTNERSHIP HOME PROJECT 100,000

UNBOUND NOW

5049 TRAIL LAKE DRIVE
FORT WORTH,TX76133 		NONE PUBLIC 24/7 CRISIS RESPONSE AND ONGOING CASE MANAGEMENT FOR COMMERCIALLY SEXUALLY EXPLOITED YOUTH 60,000

UNBOUND NOW

5049 TRAIL LAKE DRIVE
FORT WORTH,TX76133 		NONE PUBLIC UNBOUND NOW: THE UNDERGROUND DROP-IN CENTER FOR TRAFFICKED AND EXPLOITED YOUTH 67,148

UNION GOSPEL MISSION OF TARRANT COUNTY

PO BOX 1957
FORT WORTH,TX76101 		NONE PUBLIC UNION GOSPEL MISSION OF TARRANT COUNTY (UGM-TC) GENERAL OPERATIONS 100,000

UNION GOSPEL MISSION OF TARRANT COUNTY

PO BOX 1957
FORT WORTH,TX76101 		NONE PUBLIC ENDING HOMELESSNESS IN TARRANT COUNTY 100,000

UNITED COMMUNITY CENTERS INC

1200 EAST MADDOX
FORT WORTH,TX76104 		NONE PUBLIC UCC NUTRITIONAL PROGRAMMING 25,000

UNITED COMMUNITY CENTERS INC

1200 EAST MADDOX
FORT WORTH,TX76104 		NONE PUBLIC EDUCATIONAL LITERACY PROGRAM 195,000

UNITED WAY OF TARRANT COUNTY

1500 NORTH MAIN STREET 200
FORT WORTH,TX76164 		NONE PUBLIC DFW LEARNING COMMUNITY-TEAM BIRTH AND DOULA HOSPITAL INTEGRATION 25,000

UNITED WAY OF TARRANT COUNTY

1500 NORTH MAIN STREET 200
FORT WORTH,TX76164 		NONE PUBLIC MATERNAL HEALTH INITIATIVE 50,000

UNTHSC FOUNDATION

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

UT SOUTHWESTERN MONCRIEF CANCER CENTER

400 W MAGNOLIA AVENUE
FORT WORTH,TX76104 		NONE PUBLIC MONCRIEF CANCER INSTITUTE AYA PSYCHOLOGY AUTOMATED CARE PLAN 100,000

UT SOUTHWESTERN MONCRIEF CANCER CENTER

400 W MAGNOLIA AVENUE
FORT WORTH,TX76104 		NONE PUBLIC ADOLESCENT AND YOUNG ADULT CARE PLAN 82,000

WACO FOUNDATION

1224 AUSTIN AVENUE 100
WACO,TX76701 		NONE PUBLIC TEXAS CENSUS INSTITUTE TARRANT COUNTY EXPANSION PROJECT 75,000

WESTAID

7940 CAMP BOWIE WEST BOULEVARD
FORT WORTH,TX76116 		NONE PUBLIC BRIDGING THE MEAL GAP FOR NEIGHBORS IN NEED 48,000

WESTAID

7940 CAMP BOWIE WEST BOULEVARD
FORT WORTH,TX76116 		NONE PUBLIC EXPANDING FOOD SECURITY RESOURCES CHARACTERIZED BY DIGNITY 48,000

YMCA OF METROPOLITAN FORT WORTH

512 LAMAR 400
FORT WORTH,TX76102 		NONE PUBLIC ELLA MCFADDEN EARLY LEARNING CENTER AT THE Y 240,000
Total .................................right arrow 3a 16,206,930
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 6,700,917  
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 4,003,864  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP REVENUE 		523000 -122,277 01 -72,952  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -122,277 10,631,829 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
10,509,552
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE MORRIS FOUNDATION
EIN:
75-2137184
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 61,515 46,136   15,379

TY 2024 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 185,468,546 185,468,546
BMO HARRIS - FIXED INCOME 44,072,761 44,072,761

TY 2024 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 827,737 827,737
OAK HILL CAPITAL PARTNERS V ONSHORE FEEDER LP FMV 6,005,654 6,005,654
PEG GLOBAL PRIVATE EQUITY VIII OFFSHORE SPECIAL LP FMV 2,297,098 2,297,098
RCP FUND XIX CAYMAN FEEDER LP FMV 35,000 35,000

TY 2024 LegalFeesSchedule
Name:
THE MORRIS FOUNDATION
EIN:
75-2137184
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 30,714 3,071   27,643


TY 2024 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
CHARITABLE REMAINDER UNITRUSTS 3,018,024 0 0
INTEREST RECEIVABLE 177,164 187,109 187,109
RIGHT OF USE ASSET 37,608 320,917 320,917
BENEFIT IN MARITAL TRUST 0 605,451 605,451


TY 2024 OtherDecreasesSchedule
Name:
THE MORRIS FOUNDATION
EIN:
75-2137184
Description Amount
CHANGE IN VALUE OF CRUT 666,125


TY 2024 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 3,838 3,838   0
OFFICE 57,672 3,584   54,087
MEMBERSHIP FEES 12,502 1,250   11,251
INFORMATION TECHNOLOGY 11,357 1,041   10,316
INSURANCE 8,765 875   7,889
RESEARCH AND SUBSCRIPTIONS 217 22   196
POSTAGE AND SHIPPING 518 26   492
GRANT ADMINISTRATION 16,060 0   16,060
AMORTIZATION 56,207 0   56,207
PENALTIES 3,354 0   0
MISCELLANEOUS 2,929 293   2,636
RECRUITING 37,333 0   37,333


TY 2024 OtherIncomeSchedule2
Name:
THE MORRIS FOUNDATION
EIN:
75-2137184
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP REVENUE -195,229   -195,229


TY 2024 OtherIncreasesSchedule
Name:
THE MORRIS FOUNDATION
EIN:
75-2137184
Description Amount
UNREALIZED GAINS AND LOSSES 12,441,111


TY 2024 OtherLiabilitiesSchedule
Name:
THE MORRIS FOUNDATION
EIN:
75-2137184
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED RENT LIABILITY 41,795 321,578


TY 2024 OtherProfessionalFeesSchedule
Name:
THE MORRIS FOUNDATION
EIN:
75-2137184
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY 375,298 375,298   0
CONSULTING 35,763 0   35,763
PAYROLL 12,347 1,065   11,283
MARKETING AND COMMUNICATIONS 9,981 499   9,482


TY 2024 TaxesSchedule
Name:
THE MORRIS FOUNDATION
EIN:
75-2137184
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAX 31,733 2,921   28,812
EXCISE TAX 141,554 0   0
FOREIGN TAXES 643 643   0