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
BURTON D MORGAN FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)22 AURORA ST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HUDSON, OH44236
A Employer identification number

34-6598971
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$202,790,094J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 4,803,170 2,936,483  
5a Gross rents............ 100 100  
b Net rental income or (loss) 100
6a Net gain or (loss) from sale of assets not on line 10 10,029,922
b Gross sales price for all assets on line 6a 65,791,986
7 Capital gain net income (from Part IV, line 2)... 10,208,541
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
319,849 -255,023  
12 Total. Add lines 1 through 11........ 15,153,041 12,890,101  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 781,183 141,148   640,035
14 Other employee salaries and wages...... 736,759 96,589   640,170
15 Pension plans, employee benefits....... 123,916 16,245   107,378
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,967 258   2,050
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
55,003 7,211   45,032
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,155,307 1,132,047   18,937
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
131,000 0   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
217,809 28,555  
20 Occupancy.............. 28,173 3,693   23,719
21 Travel, conferences, and meetings....... 115,051 14,918   99,684
22 Printing and publications.......... 16,753 2,196   15,277
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,450,078 28,272   1,415,065
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,812,999 1,471,132   3,007,347
25 Contributions, gifts, grants paid....... 6,886,388 5,776,500
26 Total expenses and disbursements. Add lines 24 and 25 11,699,387 1,471,132   8,783,847
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,453,654
b Net investment income (if negative, enter -0-) 11,418,969
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............. 73,480 469,431 469,431
2 Savings and temporary cash investments......... 5,396,398 13,276,304 13,276,304
3 Accounts receivable right arrow491,384
Less: allowance for doubtful accounts right arrow   227,658 491,384 491,384
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 46,305 47,622 47,622
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 47,323,884 Click to see attachment
List of Attached Documents:
// Content
49,513,071 		49,513,071
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).......... 130,290,311 Click to see attachment
List of Attached Documents:
// Content
136,148,940 		136,148,940
14 Land, buildings, and equipment: basis right arrow5,422,892
Less: accumulated depreciation (attach schedule) right arrow2,740,908 2,671,528 Click to see attachment
List of Attached Documents:
// Content
2,681,984 		2,681,984
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
110,058 		Click to see attachment
List of Attached Documents:
// Content
161,358 		Click to see attachment
List of Attached Documents:
// Content
161,358
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 186,139,622 202,790,094 202,790,094
Liabilities 17 Accounts payable and accrued expenses.......... 48,623 62,342
18 Grants payable................. 964,150 2,104,700
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
110,058 		Click to see attachment
List of Attached Documents:
// Content
161,358
23 Total liabilities (add lines 17 through 22)......... 1,122,831 2,328,400
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........... 182,828,097 198,628,316
25 Net assets with donor restrictions............ 2,188,694 1,833,378
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 185,016,791 200,461,694
30 Total liabilities and net assets/fund balances (see instructions). 186,139,622 202,790,094
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
185,016,791
2
Enter amount from Part I, line 27a .....................
2
3,453,654
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
11,991,249
4
Add lines 1, 2, and 3 ..........................
4
200,461,694
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
200,461,694
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 PUBLICLY TRADED SECURITIES      
b H.I.G. WHITEHORSE OFFSHORE DIRECT LENDING FUND P    
c H.I.G. WHITEHORSE LUXEMBOURG DIRECT LENDING FUND - 2020 P    
d LOSS ON DISPOSAL OF FIXED ASSET P    
e CAPITAL GAINS FROM PASSTHROUGHS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 65,450,236   55,404,279 10,045,957
b 176,599   176,599 0
c 2,020   2,020 0
d     547 -547
e 163,131     163,131
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       10,045,957
b       0
c       0
d       -547
e       163,131
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 10,208,541
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) 1 158,724
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........................... 3 158,724
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- ..... 5 158,724
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 191,909
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 241,909
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 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 83,185
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow83,185 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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.BDMORGANFDN.ORG
14
The books are in care ofright arrowDENISE M GRIGGS Telephone no.right arrow (330) 655-1660

Located atright arrow22 AURORA STHUDSONOH ZIP+4right arrow44236
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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
Yes
 
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
 
No
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
DANIEL J HAMPU PRESIDENT/CEO
40.00 		350,025 43,389 0
22 AURORA ST
HUDSON,OH44236
DENISE M GRIGGS VICE PRESIDENT/CFO
40.00 		240,250 42,519 0
22 AURORA ST
HUDSON,OH44236
RICHARD N SEAMAN CHAIRPERSON
2.00 		15,000 0 0
22 AURORA ST
HUDSON,OH44236
PATRICK T FINLEY TREASURER
2.00 		15,000 0 0
22 AURORA ST
HUDSON,OH44236
KEITH A BROWN TRUSTEE
2.00 		15,000 0 0
22 AURORA ST
HUDSON,OH44236
J MICHAEL HOCHSCHWENDER TRUSTEE
2.00 		15,000 0 0
22 AURORA ST
HUDSON,OH44236
MARK D ROBESON TRUSTEE
2.00 		15,000 0 0
22 AURORA ST
HUDSON,OH44236
EDDIE TAYLOR JR TRUSTEE
2.00 		15,000 0 0
22 AURORA ST
HUDSON,OH44236
JENNIFER L PESHINA TRUSTEE
2.00 		15,000 0 0
22 AURORA ST
HUDSON,OH44236
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
ANGELA K EVANS SR. PROGRAM OFFICER
40.00 		125,750 22,584 0
22 AURORA ST
HUDSON,OH44236
EMILY M BEAN DIR. OF YOUTH ENTREP
40.00 		109,640 25,267 0
22 AURORA ST
HUDSON,OH44236
GINA M DOTSON GRANTS & COMMUNICATI
40.00 		101,060 21,127 0
22 AURORA ST
HUDSON,OH44236
MICHELLE B MARCUS PROGRAM OFFICER
40.00 		89,720 20,309 0
22 AURORA ST
HUDSON,OH44236
SOURAYA PIERCE BOOKKEEPER/OFFICE MA
40.00 		79,290 3,755 0
22 AURORA ST
HUDSON,OH44236
Total number of other employees paid over $50,000...................right arrow 2
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
HIG CAPITAL ALTERNATIVE INVEST FUND MANAGEMENT 620,673
1450 BRICKELL AVE 31ST FLOOR
MIAMI,FL44313
ENTREPRENEURSHIP POLICY ADVISORS CONSULTING 441,843
475J ARSENAL COURT
WATERTOWN,MA02472
WONDERKILN LLC PLATFORM DEVELOPMENT/HOSTING 204,996
2754 FRONT ST
CUYAHOGA FALLS,OH44221
THE EDWARD LOWE FOUNDATION PROGRAM PROVIDER 177,514
58220 DECATUR ROAD
CASSOPOLIS,MI49031
BROADLEAF PARTNERS LLC INVESTMENT MANAGEMENT 122,396
9 AURORA STREET SUITE 5
HUDSON,OH44236
Total number of others receiving over $50,000 for professional services.............right arrow8
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 THE FOUNDATION SUPPORTS AND ASSISTS WITH STAFFING SCALERATOR NEO. THE SIX-MONTH EDUCATIONAL PROGRAM PROVIDES PRACTICAL SALES AND MARKETING, ORGANIZATIONAL DEVELOPMENT AND ENTREPRENEURS ON THE 3 CS OF GROWTH - CUSTOMERS, CAPACITY, AND CASH. THE COHORT LEARNING EXPERIENCE IS LED BY A FACULTY OF ENTREPRENEURSHIP EDUCATION EXPERTS INCLUDING MBA'S, PH.D.'S, AND OTHER DISTINGUISHED ACADEMIANS AND PRACTITIONERS. 515,376
2 MORGAN FOUNDATION SUPPORTS ENTREPRENEURSHIP EDUCATION FOR YOUTH THROUGH A MARKET-BASED PLATFORM ON WHICH EDUCATORS DECIDE WHAT IS FUNDED USING A POINTS-BASED SYSTEM. THROUGH YIPPEE EXCHANGE, HIGH-QUALITY EDUCATIONAL RESOURCES ARE AVAILABLE ON THE SITE; EDUCATORS USE POINTS TO ACQUIRE THESE RESOURCES; AND PROVIDERS ARE PAID BASED ON WHAT EDUCATORS SECURE. THE MARKETPLACE BUILDS STUDENT SKILLS AND EXPOSES STUDENTS TO ENTREPRENEURS IN THEIR COMMUNITIES. 514,346
3 THE FOUNDATION HAS PARTNERED WITH THE EDWARD LOWE FOUNDATION TO PROVIDE EDUCATIONAL PROGRAMMING TO ACCELERATE SUCCESS FOR SECOND-STAGE BUSINESSES. THE PROGRAMS FOCUS ON PEER LEARNING, LEADERSHIP EDUCATION, AND STRATEGIC INFORMATION. THE TWO FOUNDATIONS SHARE A MISSION TO CHAMPION FREE ENTERPRISE AND ENTREPRENEURSHIP. 187,894
4 THE FOUNDATION PROVIDES SUPPORT TO FIVE HIGHER EDUCATION INSTITUTIONS WITH IMPLEMENTING AND MAINTAINING THEIR NEOLAUNCHNET PROGRAMS. NEOLAUNCHNET IS A REGIONAL SIGNATURE INITIATIVE THAT SEEKS TO INSPIRE A CULTURE OF INNOVATION ON COLLEGE AND UNIVERSITY CAMPUSES, BUILDING UPON THE UNIQUE ASSETS AND STRENGTHS OF EACH SCHOOL, AND SPARKING THE ENTREPRENEURIAL MINDSET IN ENTERPRISING STUDENTS. THE FOUNDATION STAFF FACILITATES AND COORDINATES THE PROGRAM IN NORTHEAST OHIO. 15,811
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
138,806,703
b
Average of monthly cash balances.......................
1b
12,798,718
c
Fair market value of all other assets (see instructions)................
1c
41,658,909
d
Total (add lines 1a, b, and c).........................
1d
193,264,330
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
193,264,330
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,898,965
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
190,365,365
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
9,518,268
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
9,518,268
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
158,724
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
158,724
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
9,359,544
4
Recoveries of amounts treated as qualifying distributions................
4
30,662
5
Add lines 3 and 4............................
5
9,390,206
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
9,390,206
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
8,783,847
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
195,852
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
8,979,699
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 9,390,206
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
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...... 920,571
f Total of lines 3a through e ........ 920,571
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 8,979,699
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 8,979,699
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 410,507 410,507
(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 5 510,064
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 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 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 ...... 		510,064
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 510,064
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 e-mail address of the person to whom applications should be addressed:
FOUNDATION ONLY ACCEPTS ONLINE APPL
WWWBDMORGANFDNORG/GRANTS
HUDSON,OH44236
(330) 655-1660
bThe form in which applications should be submitted and information and materials they should include:
FORMS FOR APPLICATIONS AND MATERIALS THAT SHOULD BE INCLUDED ARE AVAILABLE AT WWW.BDMORGANFDN.ORG/GRANTS.
cAny submission deadlines:
SUBMISSION DEADLINES ARE FEB 1, MAY 1, SEPT 1 UNLESS OTHERWISE AGREED UPON BY PROGRAM STAFF AND CEO.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
RESTRICTIONS AND LIMITATIONS CAN BE SEEN AT WWW.BDMORGANFDN.ORG/GRANTS WITH ADDITIONAL INFORMATION AVAILABLE AT WWW.BDMORGANFDN.ORG/STRATEGIC-PLAN.
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

ACCESS INC

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

AKRON COMMUNITY FOUNDATION

345 WEST CEDAR STREET
AKRON,OH44307 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000

AKRON MARATHON CHARITABLE CORPORATION

155 E VORIS ST
AKRON,OH44311 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 2,620

AKRON ROUNDTABLE

PO BOX 1051
CUYAHOGA FALLS,OH44223 		  PC SPONSORSHIP OF THE AKRON STATE OF THE CITY ADDRESS IN 2024 500

AKRON ZOOLOGICAL PARK

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

ALLEGHENY COLLEGE

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

ALLIANCE FIRST FRIENDS CHURCH

1307 WEST STATE ST
ALLIANCE,OH44601 		  PC OPERATING SUPPORT FOR THE ALLIANCE FRIENDS CHRISTIAN ACADEMY 5,000

AMERICAN NATIONAL RED CROSS

PO BOX 37839
BOONE,IA50037 		  PC 2024 HURRICANE RELIEF 50,000

AMERICARES

88 HAMILTON AVE
STAMFORD,CT06902 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000

ASHLAND UNIVERSITY

401 COLLEGE AVE
ASHLAND,OH44805 		  PC MORGAN STARTUP GRANTS PROGRAM IN 2024 15,000

ASHLAND UNIVERSITY

401 COLLEGE AVE
ASHLAND,OH44805 		  PC ASHBROOK CENTER FREE ENTERPRISE PROGRAMMING 45,000

ASHLAND UNIVERSITY

401 COLLEGE AVE
ASHLAND,OH44805 		  PC MORGAN CENTER FOR FREE ENTERPRISE AND ENTREPRENEURSHIP PROGRAMMING 40,000

ASSOCIATION OF FUNDRAISING PROFESSIONALS NORTHEAST OHIO CHAPTER

PO BOX 1286
BATH,OH44210 		  PC 2024 NATIONAL PHILANTHROPY DAY 500

BALDWIN WALLACE UNIVERSITY

275 EASTLAND RD
BEREA,OH44017 		  PC MORGAN STARTUP GRANTS PROGRAM IN 2024 22,000

BALDWIN WALLACE UNIVERSITY

275 EASTLAND RD
BEREA,OH44017 		  PC NEOLAUNCHNET PROGRAMMING 140,000

BEECH CREEK BOTANICAL GARDENS

11929 BEECH ST NE
BEREA,OH44601 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000

BEN CURTIS FAMILY FOUNDATION

1675 E MAIN ST STE 260
KENT,OH44240 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

BOUNCE INNOVATION HUB

526 S MAIN ST
AKRON,OH44311 		  PC ENTREPRENEUR SUPPORT PROGRAMS AND CLASSROOM EQUIPMENT 393,500

BOUNCE INNOVATION HUB

526 S MAIN ST
AKRON,OH44311 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 2,000

BOYS HOPE GIRLS HOPE OF NORTHEASTERN OHIO

9619 GARFIELD BLVD
GARFIELD HTS,OH44125 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000

BRITE

125 W MARKET ST
WARREN,OH44481 		  PC MORGAN STARTUP GRANTS PROGRAM IN 2024 20,000

BRITE

125 W MARKET ST
WARREN,OH44481 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 50,000

CAMPING & EDUCATION FOUNDATION

3515 MICHIGAN AVE
CINCINNATI,OH45208 		  PC CAMPING AND EDUCATION FOUNDATION CAPITAL CAMPAIGN 25,000

CANDID

32 OLD SLIP 24TH FL
NEW YORK,NY10005 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 7,500

CASE WESTERN RESERVE UNIVERSITY

10900 EUCLID AVE
CLEVELAND,OH44106 		  PC MORGAN STARTUP GRANTS PROGRAM IN 2024 30,000

CASE WESTERN RESERVE UNIVERSITY

10900 EUCLID AVE
CLEVELAND,OH44106 		  PC NEOLAUNCHNET PROGRAMMING 180,000

CASE-BARLOW BICENTENNIAL FARM

1931 BARLOW RD
HUDSON,OH44236 		  PC EVENTS 1,500

CENTER FOR ARTS-INSPIRED LEARNING

10917 MAGNOLIA DR
CLEVELAND,OH44106 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000

CENTER FOR CHRISTIAN VIRTUE

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

CHIPPEWA LAKE WATER SKI SHOW TEAM

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

CITY OF HUDSON

1140 TEREX RD STE 400
HUDSON,OH44236 		  PC HUDSON COMMUNITY TELEVISION 1,200

CLEVELAND LEADERSHIP CENTER

1240 HURON ROAD E
CLEVELAND,OH44115 		  PC ACCELERATE 2024 10,000

CLEVELAND STATE UNIVERSITY FOUNDATION

2121 EUCLID AVE
CLEVELAND,OH441152214 		  PC GREATER AKRON INNOVATION HUB AND THE SHOW HER THE MONEY FILM SCREENING 60,000

CLEVELAND STATE UNIVERSITY FOUNDATION

2121 EUCLID AVE
CLEVELAND,OH441152214 		  PC SUPPORT TO SECOND-STAGE COMPANIES IN THE GLOBAL TARGET PROGRAM THAT ARE SEEKING TO EXPAND THEIR INTERNATIONAL MARKET PRESENCE 20,000

CLEVELAND STATE UNIVERSITY FOUNDATION

2121 EUCLID AVE
CLEVELAND,OH441152214 		  PC MORGAN STARTUP GRANTS PROGRAM IN 2024 25,000

COLLEGE NOW GREATER CLEVELAND INC

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

COMMUNITY INITIATIVES

1000 BROADWAY STE 480
OAKLAND,CA94607 		  PC TO SUPPORT YIPPEE EXCHANGE 151,500

COMMUNITY INITIATIVES

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

COMMUNITY INITIATIVES

1000 BROADWAY STE 480
OAKLAND,CA94607 		  PC TO CREATE RESTRICTED YIPPEE FUND 50,000

CONSERVANCY FOR CUYAHOGA VALLEY NATIONAL PARK

1403 WEST HINES HILL ROAD
PENINSULA,OH44264 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000

COUGAR FOOTBALL FUND

PO BOX 6877
MORAGA,CA94570 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 30,000

CUYAHOGA COMMUNITY COLLEGE FOUNDATION

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

CUYAHOGA COMMUNITY COLLEGE FOUNDATION

700 CARNEGIE AVENUE
CLEVELAND,OH44115 		  PC MORGAN STARTUP GRANTS PROGRAM IN 2024 20,000

DESTINATION HUDSON

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

DO IT FOR JAMES FOUNDATION

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

DOWNTOWN AKRON PARTNERSHIP

103 S HIGH ST 4TH FL
AKRON,OH44308 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

DOWNTOWN ARTS THEATER

PO BOX 1717 116 EAST SOUTH STREET
WOOSTER,OH44691 		  PC LYRIC THEATER RENOVATION AND REOPENING PROJECT 25,000

EAST END NEIGHBORHOOD HOUSE

2749 WOODHILL RD
CLEVELAND,OH44104 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000

ECONOMIC GROWTH FOUNDATION

1240 HURON ROAD E
CLEVELAND,OH44115 		  PC TO SUPPORT THE LAUNCH OF MAP LAB 70,000

EFFECTIVE LEADERSHIP ACADEMY

4480 RICHMOND RD
WARRENSVILLE HEIGHTS,OH44128 		  PC TO SUPPORT ENTREPRENEURSHIP ACTIVITIES 5,000

EMMANUEL CHRISTIAN ACADEMY

350 S PORTAGE PATH
AKRON,OH44320 		  PC TO SUPPORT ENTREPRENEURSHIP ACTIVITIES 20,000

ENTREPRENEURS ORGANIZATION OF CLEVELAND

6253 N APPLECROSS ROAD
CLEVELAND,OH44143 		  PC STRATEGIC ALLIANCE PARTNERSHIP 20,000

FAMICOS FOUNDATION INC

1325 ANSEL ROAD
CLEVELAND,OH44106 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

FAMILY CONNECTIONS

11201 SHAKER BLVD STE 301
CLEVELAND,OH44104 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 500

FAMILY PROMISE OF GREATER CLEVELAND

3470 E 152ND ST
CLEVELAND,OH44120 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 500

FIRST CONGREGATIONAL CHURCH OF HUDSON

47 AURORA ST
HUDSON,OH44236 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 8,000

FIRST EVANGELICAL CONGREGATIONAL CHURCH

369 EAST WOODSDALE AVENUE
AKRON,OH44301 		  PC IN MEMORY OF JOHN DOTSON 1,000

FOREVER R CHILDREN

PO BOX 1201
AKRON,OH44309 		  PC FOR A MOBILE SHOWER BUS 20,000

FUND FOR OUR ECONOMIC FUTURE OF NORTHEAST OHIO

4415 EUCLID AVE STE 202
CLEVELAND,OH44103 		  PC OPERATING SUPPORT AND JOB CREATION AND/OR ENTREPRENEURIAL SUPPORT ACTIVITIES 170,000

GEAUGA MAMA DOGS AND PUPS

PO BOX 1073
BURTON,OH44021 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 500

GENDERSPHERE

3583 INGLESIDE ROAD
BEACHWOOD,OH44122 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

GIRLS ON THE RUN EAST CENTRAL OHIO

237 TUSCARWAS STREET W
CANTON,OH44702 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

GLOBAL TIES AKRON

259 SOUTH BROADWAY ST STE 358
AKRON,OH44308 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000

GREAT TRAIL COUNCIL BOY SCOUTS OF AMERICA

4500 HUDSON DR
STOW,OH44308 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION TO HONOR BURTON D. MORGAN 5,000

GREATER AKRON CHAMBER FOUNDATION

388 S MAIN STREET
AKRON,OH44311 		  PC TO SUPPORT THE SUCCESS OF THE REGIONAL BUSINESS COMMUNITY 20,000

GREATER AKRON CHAMBER FOUNDATION

388 S MAIN STREET
AKRON,OH44311 		  PC FOR THE GREATER AKRON INNOVATION HUB 50,000

GREATER CLEVELAND NEIGHBORHOOD CENTERS ASSOCIATION

1814 E 40TH ST STE 4D
CLEVELAND,OH44103 		  PC FOR THE ASPIRE PROGRAM 500

GREATER CLEVELAND SPORTS COMMISSION

334 EUCLID AVE
CLEVELAND,OH44114 		  PC INTERNSHIPS FOR STUDENTS OF COLOR 10,000

HAVEN OF REST MINISTRIES

175 E MARKET ST
AKRON,OH44309 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

HEALTHNETWORK FOUNDATION

3350 LANDER ROAD SUITE 225
CLEVELAND,OH44124 		  PC TO SUPPORT THE ANNUAL FUND CAMPAIGN 10,000

HEBREW FREE LOAN ASSOCIATION

1422 EUCLID AVENUE SUITE 400
CLEVELAND,OH44115 		  PC TO SUPPORT BUSINESS LENDING IN NORTHEAST OHIO 50,000

HIRAM COLLEGE

PO BOX 67
HIRAM,OH442340067 		  PC TO SUPPORT CENTER FOR INTEGRATED ENTREPRENEURSHIP ACTIVITIES 45,000

HUDSON CITY SCHOOL DISTRICT

76 N HAYDEN PKWY
HUDSON,OH44236 		  PC FOR HUDSON MIDDLE SCHOOL CLUBS 10,000

HUDSON CITY SCHOOL DISTRICT

76 N HAYDEN PKWY
HUDSON,OH44236 		  PC FOR HUDSON HIGH SCHOOL CLUBS 15,000

HUDSON COMMUNITY FIRST

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

HUDSON COMMUNITY FOUNDATION

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

HUDSON COMMUNITY FOUNDATION

49 E MAIN ST
HUDSON,OH44236 		  PC FOR OPERATING SUPPORT FOR HUDSON COMMUNITY LIVING 5,000

HUDSON COMMUNITY SERVICE ASSOCIATION

PO BOX 1472
HUDSON,OH44236 		  PC FOOD PANTRY PROGRAM 8,000

HUDSON FARMERS MARKET

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

HUDSON HERITAGE ASSOCIATION

PO BOX 2218
HUDSON,OH44236 		  PC 2024 PRESERVATIONIST MEMBERSHIP 250

HUDSON JOB SEARCH

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

HUDSON LIBRARY AND HISTORICAL SOCIETY

96 LIBRARY ST
HUDSON,OH44236 		  PC SUPPORT OF ACTIVITIES OF THE BURTON D. MORGAN CENTER FOR ENTREPRENEURSHIP 60,000

HUDSON MONTESSORI SCHOOL

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

HUDSON-LANDSBERG SISTER CITY

PO BOX 1382
HUDSON,OH442360882 		  PC 2024 CHRISTKINDLMARKT 5,000

IDEASTREAM PUBLIC MEDIA

1375 EUCLID AVE
CLEVELAND,OH44115 		  PC TO SUPPORT STORIES OF ENTREPRENEURSHIP 35,000

JOHN CARROLL UNIVERSITY

1 JOHN CARROLL BLVD
UNIVERSITY HEIGHTS,OH44118 		  PC NEOLAUNCHNET PROGRAMMING 145,000

JOHN CARROLL UNIVERSITY

1 JOHN CARROLL BLVD
UNIVERSITY HEIGHTS,OH44118 		  PC MORGAN STARTUP GRANTS PROGRAM IN 2024 15,000

JUMPSTART INC

6701 CARNEGIE AVE STE 100
CLEVELAND,OH44103 		  PC BURTON D. MORGAN MENTORING PROGRAM 334,000

JUNIOR ACHIEVEMENT OF EASTERN OHIO

1601 MOTOR INN DRIVE 304
GIRARD,OH44420 		  PC YOUTH ENTREPRENEURSHIP ACTIVITIES 50,000

JUNIOR ACHIEVEMENT OF GREATER CLEVELAND

1422 EUCLID AVENUE SUITE 952
CLEVELAND,OH44115 		  PC YOUTH ENTREPRENEURSHIP ACTIVITIES 60,000

JUNIOR ACHIEVEMENT OF NORTH CENTRAL OHIO

4353 EXECUTIVE CIRCLE
CANTON,OH44718 		  PC YOUTH ENTREPRENEURSHIP ACTIVITIES 135,000

KENT CITY SCHOOL DISTRICT

321 N DEPEYSTER ST
KENT,OH44240 		  PC ACCESSIBLE PLAYGROUND PROJECT AT DAVEY ELEMENTARY SCHOOL 21,500

KENT STATE UNIVERSITY FOUNDATION

350 S LINCOLN ST PO BOX 5190
KENT,OH44242 		  PC YIPPEE FOR SUMMER & PROFESSIONAL LEARNING! PROGRAM 3,850

KENT STATE UNIVERSITY FOUNDATION

350 S LINCOLN ST PO BOX 5190
KENT,OH44242 		  PC OHIO EMPLOYEE OWNERSHIP CENTER PROGRAMMING 20,000

KENT STATE UNIVERSITY FOUNDATION

350 S LINCOLN ST PO BOX 5190
KENT,OH44242 		  PC MORGAN STARTUP GRANTS PROGRAM IN 2024 40,000

KENT STATE UNIVERSITY FOUNDATION

350 S LINCOLN ST PO BOX 5190
KENT,OH44242 		  PC NEOLAUNCHNET PROGRAMMING 212,500

KENT STATE UNIVERSITY FOUNDATION

350 S LINCOLN ST PO BOX 5190
KENT,OH44242 		  PC JUSTICE INVOLVED LEARNERS INITIATIVE 40,000

KENT STATE UNIVERSITY FOUNDATION

350 S LINCOLN ST PO BOX 5190
KENT,OH44242 		  PC TO SUPPORT HACKATHONS IN 2024 20,000

KILLBUCK WATERSHED LAND TRUST

133 S MARKET ST
WOOSTER,OH44691 		  PC LAND CONSERVATION PROGRAM OF THE KILLBUCK WATERSHED LAND TRUST 5,000

LAWRENCE SCHOOL

1551 E WALLINGS RD
BROADVIEW HEIGHTS,OH44147 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 50,000

LEADERSHIP HUDSON

PO BOX 1078
HUDSON,OH44236 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 3,000

LET'S GROW AKRON INC

467 HARVEY AVE
AKRON,OH44314 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000

LIMITLESS AMBITION

PO BOX 2358
STOW,OH44224 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000

LORAIN COUNTY COMMUNITY COLLEGE FOUNDATION

1005 N ABBE RD CC220
ELYRIA,OH44035 		  PC NEOLAUNCHNET PROGRAMMING 157,500

LYNN UNIVERSITY

3601 N MILITARY TRAIL
BOCA RATON,FL33431 		  PC OPERATING SUPPORT FOR THE SCHOOL OF AVIATION 20,000

MAHONING COUNTY HIGH SCHOOL

2725 GIBSON ST
YOUNGSTOWN,OH44502 		  PC CHANGEMAKER ACTIVITIES 119,700

MANUFACTURING ADVOCACY & GROWTH NETWORK INC

1800 E 63RD ST
CLEVELAND,OH44103 		  PC SUMMER FELLOWS PROGRAM 57,600

MANUFACTURING ADVOCACY & GROWTH NETWORK INC

1800 E 63RD ST
CLEVELAND,OH44103 		  PC EVENTS FOR SECOND STAGE ENTREPRENEURS 17,800

MORTAR CINCINNATI

340 READING RD
CINCINNATI,OH45202 		  PC CREATION OF A PLATFORM AND THE CONVERSION OF THE MORTAR MASTERS CURRICULUM INTO A VIRTUAL FORMAT 50,000

MUSIC FROM THE WESTERN RESERVE

PO BOX 265
HUDSON,OH44236 		  PC 2024-25 CONCERT SEASON 3,000

NAMI SUMMIT COUNTY

150 CROSS ST
AKRON,OH44311 		  PC NAMIWALKS SUMMIT COUNTY 500

NATIONAL INVENTORS HALL OF FAME INC

3701 HIGHLAND PARK NW
NORTH CANTON,OH44720 		  PC CAMP INVENTION AND INVENTION PROJECT PROGRAMMING 171,600

NATIONAL SKI SHOW ASSOCIATION INC

2701 LAKE MYRTLE PARK ROAD
AUBURNDALE,FL33823 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000

NORTH HILL COMMUNITY DEVELOPMENT CORPORATION

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

NORTHEAST OHIO MEDICAL UNIVERSITY FOUNDATION

4209 STATE ROUTE 44 PO BOX 95
ROOTSTOWN,OH44272 		  PC BENCH TO BEDSIDE PROGRAM 50,000

OTTAWA COUNTY COMMUNITY FOUNDATION

PO BOX 36
PORT CLINTON,OH43452 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000

PEAK GRANTMAKING

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

PHILANTHROPY OHIO

500 S FRONT ST STE 900
COLUMBUS,OH43215 		  PC MEMBERSHIP, CONFERENCE, AND OPERATING SUPPORT 20,000

PHILANTHROPY OHIO

500 S FRONT ST STE 900
COLUMBUS,OH43215 		  PC SUPPORT THE COST OF THE 2024 EXECUTIVE SEARCH 2,000

PHILANTHROPY OHIO

500 S FRONT ST STE 900
COLUMBUS,OH43215 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 2,880

POLICYBRIDGE

2930 PROSPECT AVE STE 113
CLEVELAND,OH44115 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

PREGNANT WITH POSSIBILITIES RESOURCE CENTER

20700 SOUTHGATE PARK BLVD
MAPLE HEIGHTS,OH44137 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

PRESIDENTS' COUNCIL FOUNDATION INC

2814 DETROIT AVENUE SUITE 120
CLEVELAND,OH44115 		  PC CAPACITY BUILDING 135,000

PROJECT INVENT

2261 MARKET ST
SAN FRANCISCO,CA94114 		  PC YOUTH ENTREPRENEURSHIP PROGRAMMING 20,000

PROJECT LEARN OF SUMMIT COUNTY

60 S HIGH ST
AKRON,OH44326 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

PURDUE UNIVERSITY

403 WEST WOOD STREET
WEST LAFAYETTE,IN47907 		  PC ENTREPRENEURSHIP PROGRAMMING 10,000

PURRFECT HAVEN CAT RESCUE AND TNR

530 ARBOR LANE
AKRON,OH44321 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 500

RENOUNCE DENOUNCE GANG INTERVENTION CORPORATION

1221 E 111TH ST
CLEVELAND,OH44108 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 2,000

SAINT MARY'S COLLEGE OF CALIFORNIA

1928 ST MARYS ROAD
MORAGA,CA94575 		  PC MEN'S BASKETBALL PROGRAM 35,000

SEA CHANGE INCORPORATED

1271 E 1ST AVENUE
COLUMBUS,OH43212 		  PC MORGAN STARTUP GRANTS PROGRAM IN 2024 13,000

SEA CHANGE INCORPORATED

1271 E 1ST AVENUE
COLUMBUS,OH43212 		  PC NORTHEAST OHIO SOCIAL ENTERPRISE ACCELERATOR PROGRAM 40,000

SEEDS OF LITERACY

3104 W 25TH ST 3RD FL
CLEVELAND,OH44109 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 500

SETON CATHOLIC SCHOOL

6923 STOW ROAD
HUDSON,OH44236 		  PC YOUTH PHILANTHROPY PROGRAMS 4,000

SILVER CREEK CHURCH

252 N CHILLICOTHE RD
AURORA,OH44202 		  PC NIGHT TO SHINE PROGRAM 2,000

SOLON COMMUNITY LIVING

6790 RIDGECLIFF DRIVE
SOLON,OH44139 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000

SUMMIT ARTS COLLECTIVE

2220 2ND ST
CUYAHOGA FALLS,OH44221 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 500

SUMMIT ARTSPACE

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

THE COLLEGE OF WOOSTER

1189 BEALL AVE
WOOSTER,OH44691 		  PC 2024 OHIO LIGHT OPERA SERIES 5,000

THE DIVERSITY CENTER OF NORTHEAST OHIO

3659 GREEN RD STE 220
BEACHWOOD,OH44122 		  PC 70TH ANNUAL HUMANITARIAN AWARD CELEBRATION 5,000

THE HUDSON PLAYERS GUILD INC

PO BOX 2159
HUDSON,OH44236 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

THE NATURE CONSERVANCY

6375 RIVERSIDE DRIVE SUITE 100
DUBLIN,OH43017 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000

THE OHIO FOUNDATION OF INDEPENDENT COLLEGES INC

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

THE PHILANTHROPY ROUNDTABLE

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

THE UNIVERSITY OF AKRON FOUNDATION

150 UNIVERSITY AVE
AKRON,OH443252901 		  PC TO CONNECT NEOLAUNCHNET VENTURES TO NEEDED LEGAL SERVICES 3,500

THE WELL COMMUNITY DEVELOPMENT CORPORATION

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

TOMTOD IDEAS

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

UNITED DISABILITY SERVICES INC

701 S MAIN ST
AKRON,OH443111019 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 500

UNITED WAY OF WAYNE AND HOLMES COUNTIES

215 S WALNUT ST PO BOX 548
WOOSTER,OH44691 		  PC ANNUAL FUND DRIVE 10,000

UNIVERSITY HOSPITALS HEALTH SYSTEM

11100 EUCLID AVE MCCO-5062
CLEVELAND,OH44106 		  PC DIVERSITY, EQUITY AND INCLUSION INITIATIVES 10,000

UNIVERSITY OF AKRON RESEARCH FOUNDATION

170 UNIVERSITY CIR
AKRON,OH443252103 		  PC COMMUNITY TEAMS PARTICIPATING IN THE I-CORPS PROGRAM 55,000

UNIVERSITY OF HAWAII FOUNDATION

1314 SOUTH KING STREET SUITE B
HONOLULU,HI96814 		  PC MEN'S BASKETBALL PROGRAM 20,000

UNIVERSITY SCHOOL

2785 SOM CENTER RD
HUNTING VALLEY,OH44022 		  PC 2024 ENSPIRE CONFERENCE 180,750

UNIVERSITY SCHOOL

2785 SOM CENTER RD
HUNTING VALLEY,OH44022 		  PC YOUTH ENTREPRENEURSHIP PROGRAMMING 204,000

URBAN LEAGUE OF GREATER CLEVELAND

2930 PROSPECT AVE
CLEVELAND,OH44115 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

URSULINE COLLEGE

2550 LANDER ROAD
PIKE,OH44124 		  PC ENTREPRENEURSHIP PROGRAMMING 22,500

VENTURE FOR AMERICA INC

307 7TH AVE STE 1201
NEW YORK,NY10001 		  PC NORTHEAST OHIO FELLOWS PROGRAM 50,000

VENTURELAB

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

VENTUREWELL

100 VENTURE WAY
HADLEY,MA01035 		  PC 2024 CONFERENCE SUPPORT 20,000

WALSH UNIVERSITY

2020 E MAPLE ST
NORTH CANTON,OH44720 		  PC CROSS COUNTRY AND TRACK AND FIELD PROGRAMS 3,500

WESTERN RESERVE ACADEMY

115 COLLEGE ST
HUDSON,OH44236 		  PC STUDENT PHILANTHROPY PROGRAMS 4,000

WESTERN RESERVE COMMUNITY FUND

1 CASCADE PLAZA SUITE 1700
AKRON,OH44308 		  PC TO SUPPORT BUSINESS LENDING IN NORTHEAST OHIO 200,000

WESTERN RESERVE HISTORICAL SOCIETY

10825 E BLVD
CLEVELAND,OH44106 		  PC YOUTH ENTREPRENEURSHIP EDUCATION PROGRAMS 125,000

WOODRIDGE LOCAL SCHOOL SYSTEM

4411 QUICK RD
PENINSULA,OH44264 		  PC ENTREPRENEW LOCAL PROGRAM SUSTAINABILITY 50,000

WORLD CENTRAL KITCHEN

PO BOX 96538
WASHINGTON,DC20090 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000

YOUNGSTOWN STATE UNIVERSITY FOUNDATION

655 WICK AVENUE
YOUNGSTOWN,OH44502 		  PC ENTREPRENEURSHIP PROGRAMMING 10,000

YWCA OF GREATER CLEVELAND

4019 PROSPECT AVE
CLEVELAND,OH44103 		  PC TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
Total .................................right arrow 3a 5,776,500
bApproved for future payment

ASHLAND UNIVERSITY
401 COLLEGE AVENUE
ASHLAND,OH44805 		  PC TO SUPPORT MORGAN CENTER FOR FREE ENTERPRISE AND ENTREPRENEURSHIP PROGRAMMING 40,000

BALDWIN WALLACE UNIVERSITY
275 EASTLAND ROAD
BEREA,OH44017 		  PC TO SUPPORT LAUNCHNET BW PROGRAMMING 140,000

CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVENUE
CLEVELAND,OH44106 		  PC TO SUPPORT LAUNCHNET CWR PROGRAMMING 180,000

JOHN CARROLL UNIVERSITY
1 JOHN CARROLL BOULEVARD
UNIVERSITY HEIGHTS,OH44118 		  PC TO SUPPORT LAUNCHNET JCU PROGRAMMING 145,000

JUNIOR ACHIEVEMENT OF EASTERN OHIO
1601 MOTOR INN DRIVE 304
GIRARD,OH44420 		  PC TO SUPPORT ENTREPRENEURSHIP ACTIVITIES IN THE 2024-25 AND 2025-26 ACADEMIC YEARS 50,000

JUNIOR ACHIEVEMENT OF GREATER CLEVELAND
1422 EUCLID AVENUE SUITE 952
CLEVELAND,OH44115 		  PC TO SUPPORT ENTREPRENEURSHIP ACTIVITIES IN THE 2024-25 AND 2025-26 ACADEMIC YEARS 60,000

JUNIOR ACHIEVEMENT OF NORTH CENTRAL OHIO
4353 EXECUTIVE CIRCLE
CANTON,OH44718 		  PC TO SUPPORT ENTREPRENEURSHIP ACTIVITIES IN THE 2024-25 AND 2025-26 ACADEMIC YEARS 135,000

KENT STATE UNIVERSITY FOUNDATION
350 LINCOLN STREET PO BOX 5190
KENT,OH44242 		  PC TO SUPPORT LAUNCHNET KSU PROGRAMMING 212,500

LORAIN COUNTY COMMUNITY COLLEGE FOUNDATION
1005 NORTH ABBE ROAD
ELYRIA,OH44035 		  PC TO SUPPORT LAUNCHNET LCCC PROGRAMMING 157,500

NATIONAL INVENTORS HALL OF FAME INC
3701 HIGHLAND PARK NW
NORTH CANTON,OH44720 		  PC TO SUPPORT CAMP INVENTION AND INVENTION PROJECT PROGRAMMING IN 2025 AND 2026 343,200

NETWORK FOR TEACHING ENTREPRENEURSHIP
120 WALL STREET 18TH FLOOR
NEW YORK,NY10005 		  PC TO SUPPORT THE ASPIRING ENTREPRENEURS PROGRAM 112,500

UNIVERSITY SCHOOL
2785 SOM CENTER ROAD
HUNTING VALLEY,OH44022 		  PC TO SUPPORT ENSPIRE 2025 AND 2026 200,000

UNIVERSITY SCHOOL
2785 SOM CENTER ROAD
HUNTING VALLEY,OH44022 		  PC TO SUPPORT YOUTH ENTREPRENEURSHIP PROGRAMMING IN 2024-25 AND 2025-26 204,000

WESTERN RESERVE HISTORICAL SOCIETY
10825 EAST BOULEVARD
CLEVELAND,OH44106 		  PC TO SUPPORT THE YEE FOR CLE PROGRAM IN THE 2024-25 AND 2025-26 ACADEMIC YEARS 125,000
Total ................................. right arrow 3b 2,104,700
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 4,803,170  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 100  
6 Net rental income or (loss) from personal property          
7 Other investment income .....     01 319,849  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 10,029,922  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 15,153,041 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
15,153,041
(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:
BURTON D MORGAN FOUNDATION INC
EIN:
34-6598971
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT FEES 22,700 2,976   16,964
RETIREMENT PLAN FEES 20,044 2,628   17,416
TAX PREPARATION FEES 12,259 1,607   10,652

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

TY 2024 DepreciationSchedule
Name:
BURTON D MORGAN FOUNDATION INC
EIN:
34-6598971
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
FURNITURE 1993-06-30 1,925 1,925 SL 10.000000000000 0 0    
FURN 1993-08-31 3,844 3,844 SL 10.000000000000 0 0    
CHAIRS-FOREMOST 1994-02-28 1,394 1,394 SL 10.000000000000 0 0    
FILE CABINETS-FOREMOST 1994-04-30 1,003 1,003 SL 10.000000000000 0 0    
DESK - BREWSTER STROUD 1995-11-21 952 952 SL 10.000000000000 0 0    
FURNITURE 1996-03-19 1,740 1,740 SL 10.000000000000 0 0    
FILE CABINET 2000-02-20 1,306 1,306 SL 10.000000000000 0 0    
FILE CABINET 2002-02-28 1,306 1,306 SL 10.000000000000 0 0    
PORTRAIT 30 X 24 2003-10-31 3,400 3,400 SL 10.000000000000 0 0    
FIREKING FILE 2003-12-15 1,574 1,574 SL 10.000000000000 0 0    
LATERAL FILE 2003-12-15 1,494 1,494 SL 10.000000000000 0 0    
FURNITURE 2004-01-15 799 799 SL 10.000000000000 0 0    
FURNITURE 2004-04-15 10,757 10,757 SL 10.000000000000 0 0    
CREDENZA 2004-06-17 220 220 SL 10.000000000000 0 0    
OFFICE FURNISHINGS 2004-06-22 404 404 SL 10.000000000000 0 0    
FILE CABINET 2004-07-01 886 886 SL 10.000000000000 0 0    
PRINTER STAND/STORAGE 2005-01-14 868 868 SL 10.000000000000 0 0    
DDH TABLE 2005-07-01 536 536 SL 10.000000000000 0 0    
DDH TABLE/DESK 2005-09-01 535 535 SL 10.000000000000 0 0    
BONFOEY - ARTWORK 2005-10-24 4,440 4,440 SL 10.000000000000 0 0    
BDM PORTRAIT 2006-02-01 3,400 3,400 SL 10.000000000000 0 0    
WINDSOR CHAIRS 2006-05-15 5,023 5,023 SL 10.000000000000 0 0    
MAINE COTTAGE 2006-07-12 453 453 SL 10.000000000000 0 0    
INTERSTATE 2006-07-28 4,726 4,726 SL 10.000000000000 0 0    
PARKING LOT SIGNS 2006-07-31 1,086 1,086 SL 15.000000000000 0 0    
FURNITURE 2006-08-15 61,600 61,600 SL 10.000000000000 0 0    
CHEST 2006-09-04 2,100 2,100 SL 10.000000000000 0 0    
MAPLE SERVER 2006-09-04 750 750 SL 10.000000000000 0 0    
BATH SPECIALTIES (WELTY - ITEM NO. 9) 2006-09-06 4,030 4,030 SL 5.000000000000 0 0    
CONCRETE EXTRAS (WELTY ITEM NO. CO11) 2006-09-06 3,502 3,502 SL 15.000000000000 0 0    
FIRE EXTINGUISHERS (WELTY ITEM NO. 38/39) 2006-09-06 758 758 SL 5.000000000000 0 0    
FLOORING (WELTY ITEM NO. 35/CO9/CO17) 2006-09-06 74,670 74,670 SL 5.000000000000 0 0    
GRADING & EARTHWORK (WELTY - ITEM NO. 14) 2006-09-06 141,413 141,413 SL 15.000000000000 0 0    
MIRRORS (WELTY ITEM NO. CO21/CO25) 2006-09-06 939 939 SL 5.000000000000 0 0    
RENOVATIONS 22 AURORA ST. 2006-09-06 1,796,368 761,887 SL 40.000000000000 27,822 0    
SECURITY SYSTEM (WELTY ITEM NO. 49/CO18) 2006-09-06 17,876 17,876 SL 15.000000000000 0 0    
SITE CONCRETE (WELTY ITEM NO. CO6) 2006-09-06 17,040 17,040 SL 15.000000000000 0 0    
TOILET SEAT COVERS (WELTY ITEM NO. CO3) 2006-09-06 201 201 SL 5.000000000000 0 0    
WINDOW TREATMENTS (WELTY ITEM NO. 41) 2006-09-06 9,718 9,718 SL 5.000000000000 0 0    
ARCHITECT FEES 2006-09-09 120,902 52,390 SL 40.000000000000 3,023 0    
ARCHITECT FEES 2006-09-09 75,386 32,667 SL 40.000000000000 1,885 0    
BUILDING - PURCHASE AND COSTS 2006-09-09 798,175 351,875 SL 40.000000000000 19,954 0    
CONCRETE PAVING (WELTY ITEM NO. 21/22) 2006-09-09 14,757 14,757 SL 15.000000000000 0 0    
FURNITURE 2006-09-09 87,605 87,605 SL 10.000000000000 0 0    
GARDENS LIMITED-LANDSCAPING 2006-09-09 11,772 11,772 SL 15.000000000000 0 0    
KITCHEN BACKSPLASH 2006-09-09 1,486 1,486 SL 15.000000000000 0 0    
SITE UTILITIES (WELTY - ITEM NO. 15) 2006-09-09 17,573 17,573 SL 15.000000000000 0 0    
WARWICK COMMUNICATIONS 2006-09-09 53,509 53,509 SL 10.000000000000 0 0    
ROCKWELL PRINT 2006-09-29 7,050 7,050 SL 10.000000000000 0 0    
GARDENS LIMITED-LANDSCAPING 2006-10-04 10,365 10,365 SL 15.000000000000 0 0    
CREDENZA 2006-11-13 1,389 1,389 SL 10.000000000000 0 0    
EXTERIOR LIGHTS 2006-11-14 1,039 1,039 SL 10.000000000000 0 0    
GARDENS LIMITED-LANDSCAPING 2006-11-16 23,819 23,819 SL 15.000000000000 0 0    
FRAMING 2006-11-17 1,414 1,414 SL 10.000000000000 0 0    
FURNITURE 2006-11-17 1,184 1,184 SL 10.000000000000 0 0    
FURNITURE 2006-11-20 12,059 12,059 SL 10.000000000000 0 0    
GARDENS LIMITED-LANDSCAPING 2006-12-05 3,850 3,850 SL 15.000000000000 0 0    
GARDENS LIMITED-LANDSCAPING 2006-12-05 1,489 1,489 SL 15.000000000000 0 0    
ROSE UPHOLSTERY - CHAIR 2006-12-05 870 870 SL 10.000000000000 0 0    
ROCKWELL PRINT-DOWNHILL RACER 2006-12-20 3,850 3,850 SL 10.000000000000 0 0    
GARDENS LIMITED-LANDSCAPING 2006-12-28 2,460 2,460 SL 15.000000000000 0 0    
BOARDROOM CREDENZA 2007-03-09 1,437 1,437 SL 10.000000000000 0 0    
GARDENS LIMITED 2007-03-20 18,810 18,810 SL 15.000000000000 0 0    
WROUGHT IRON FENCE AND MISC 2007-03-20 6,666 6,666 SL 15.000000000000 0 0    
FRAMING DENISON 2007-04-09 450 450 SL 10.000000000000 0 0    
FRAMING DOWNHILL RACER 2007-04-09 527 527 SL 10.000000000000 0 0    
ROCKWELL PRINT EXTRA GOOD BOYS & GIRLS 2007-04-17 10,050 10,050 SL 10.000000000000 0 0    
UPHOLSTERY MR. MORGAN'S CHAIRS 2007-04-30 1,700 1,700 SL 10.000000000000 0 0    
BLUE SIDEBOARD - KITCHEN 2007-05-31 3,812 3,812 SL 10.000000000000 0 0    
SIGNAGE - LOBBY & RESTROOM 2007-05-31 6,266 6,266 SL 15.000000000000 0 0    
FRAMING PURDUE 2007-06-22 905 905 SL 10.000000000000 0 0    
FRAMING ROCKWELL SANTA 2007-06-22 1,301 1,301 SL 10.000000000000 0 0    
ARCHITECTURAL SERVICES 2007-07-06 12,090 4,987 SL 40.000000000000 302 0    
REAR STAIRWELL DOOR 2007-07-06 2,933 1,174 SL 40.000000000000 73 0    
ARCH SERVICES 2007-12-03 982 394 SL 40.000000000000 25 0    
BALDWIN HOUSE 2007-12-03 14,493 5,828 SL 40.000000000000 362 0    
BALDWIN HOUSE 2007-12-03 47,482 19,092 SL 40.000000000000 1,187 0    
BALDWIN HOUSE 2007-12-03 324 130 SL 40.000000000000 8 0    
BALDWIN HOUSE - ARCH SERVICES 2007-12-03 455 183 SL 40.000000000000 11 0    
BALDWIN HOUSE - LANDSCAPING 2007-12-03 5,588 5,588 SL 15.000000000000 0 0    
CONSTRUCTION COSTS 2007-12-03 128,697 51,747 SL 40.000000000000 3,217 0    
CONSTRUCTION COSTS 2007-12-03 21,730 8,738 SL 40.000000000000 543 0    
CONSTRUCTION COSTS 2007-12-03 17,521 7,045 SL 40.000000000000 438 0    
LANDSCAPE ARCH DESIGN - BH 2007-12-03 1,125 1,125 SL 15.000000000000 0 0    
LANDSCAPING - BH 2007-12-03 11,579 11,579 SL 15.000000000000 0 0    
WATER METER 2007-12-03 675 675 SL 15.000000000000 0 0    
WELTY RENOVATIONS - BALDWIN HOUSE 2007-12-03 35,000 14,073 SL 40.000000000000 875 0    
REPROGRAMMING BOARD ROOM EQUIPMENT 2007-12-15 3,900 3,900 SL 10.000000000000 0 0    
DMG OFFICE CHAIR 2008-02-08 1,453 1,453 SL 10.000000000000 0 0    
JCVN OFFICER CHAIR 2008-02-08 1,453 1,453 SL 10.000000000000 0 0    
MEE CREDENZA 2008-02-08 2,169 2,169 SL 10.000000000000 0 0    
DOOR, HARDWARE AND INSTALLATION 2008-03-07 2,234 884 SL 40.000000000000 56 0    
BASEMENT DEHUMIDIFIER 2008-04-18 2,059 807 SL 40.000000000000 51 0    
SEWAGE PUMP - BASEMENT 2008-05-01 1,563 613 SL 40.000000000000 39 0    
BDM PORTRAIT-MITSUNO ISHII REEDY 2008-05-31 6,500 6,500 SL 10.000000000000 0 0    
FRAMING LEWIS & REEDY 2008-06-09 415 415 SL 10.000000000000 0 0    
BH THRESHOLD BASEMENT 2008-06-13 455 178 SL 40.000000000000 11 0    
CAD DOCUMENTATION 2008-06-26 900 900 SL 10.000000000000 0 0    
CHUCK KOVACIC ARTWORK & FRAMING 2008-07-09 223 223 SL 10.000000000000 0 0    
HUANG ARTWORK & FRAMING 2008-07-09 262 262 SL 10.000000000000 0 0    
EXTERIOR LAMPS AND WIRING 2008-07-28 731 731 SL 10.000000000000 0 0    
BALDWIN HOUSE EXTERIOR PAINTING 2008-09-11 1,710 655 SL 40.000000000000 43 0    
TELEPHONE LINES 2008-09-12 2,562 982 SL 40.000000000000 64 0    
NORMAN ROCKWELL "AMERICA MARCHES FORWARD" 2008-10-03 4,050 4,050 SL 10.000000000000 0 0    
FRAMING "AMERICA MARCHES FORWARD" 2008-12-01 594 594 SL 10.000000000000 0 0    
2 DRAWER LATERAL FIRE KING FILE 2009-02-04 1,395 1,395 SL 10.000000000000 0 0    
2 DRAWER LATERAL FIRE KING FILE 2009-02-04 1,395 1,395 SL 10.000000000000 0 0    
ROOF RESTORATION / SIDING REPLACEMENT 2009-06-11 10,900 10,900 SL 15.000000000000 0 0    
IMPROVEMENTS 2009-09-14 1,652 592 SL 40.000000000000 41 0    
CHENOWETH PORTRAIT 2009-09-23 1,262 1,262 SL 10.000000000000 0 0    
FRAMING "HIGH DIVE" 2009-12-22 1,890 1,890 SL 10.000000000000 0 0    
NORMAN ROCKWELL "HIGH DIVE" 2009-12-22 6,500 6,500 SL 10.000000000000 0 0    
COMPUTER MONITOR - (SKL -2) 2010-04-30 169 169 SL 3.000000000000 0 0    
BROMELKAMP EGRANT SOFTWARE MODULE 2010-09-01 11,313 11,313 SL 3.000000000000 0 0    
BLDG FINAL PAYMENT 2010-12-28 5,000 1,625 SL 40.000000000000 125 0    
FRAME FOR ROCKWELL - COUNTY AG 2011-06-15 1,673 1,673 SL 10.000000000000 0 0    
NORMAN ROCKWELL "COUNTY AGRICULTURE AGENT" 2011-06-15 6,000 6,000 SL 10.000000000000 0 0    
2 BENCHES IN COURTYARD 2011-06-30 1,128 1,128 SL 10.000000000000 0 0    
BDFM BLDG PAINTING "ARTWORK" 2011-07-01 550 550 SL 10.000000000000 0 0    
FOUNTAIN PAINTING AND FRAM 2011-07-01 900 900 SL 10.000000000000 0 0    
SKL - MONITOR 2012-03-16 151 151 SL 3.000000000000 0 0    
SHADOWBOX FOR GLIDER SUIT 2012-09-18 2,575 2,575 SL 10.000000000000 0 0    
GMD MONITOR 2012-11-01 139 139 SL 3.000000000000 0 0    
GMD TASK CHAIR 2012-11-13 526 526 SL 10.000000000000 0 0    
FIRST PEARL LICENSE (4) 2013-02-01 1,220 1,220 SL 3.000000000000 0 0    
HVAC EXPANSION TANK 2013-05-07 2,150 1,529 SL 15.000000000000 143 0    
PLASTIC VAPOR BARRIER FOR CRAWL SPACE 2013-05-23 1,100 776 SL 15.000000000000 73 0    
TRIPP-LITE RACKMOUNT KVM CONSOLE 2013-12-03 679 679 SL 5.000000000000 0 0    
PHONE SYSTEM EQUIP - ROUTER & TRUNK 2014-01-16 1,404 1,404 SL 10.000000000000 0 0    
HVAC COMPRESSOR 2014-07-23 3,063 1,923 SL 15.000000000000 204 0    
BACKUP ISP 2014-12-01 1,199 1,199 SL 3.000000000000 0 0    
WIRELESS UPGRADE 2014-12-01 3,797 3,797 SL 3.000000000000 0 0    
P. KELLEY 38TH STREET PAINTING 2015-01-05 6,000 6,000 SL 10.000000000000 0 0    
IPAD AIR 2 - DDH 2015-03-04 750 750 SL 3.000000000000 0 0    
ARTWORK "PLAYGROUND" HARRIET MORORE BALLARD 2015-03-26 6,000 5,250 SL 10.000000000000 600 0    
DATA AND PHONE CABLING 2015-04-01 1,264 276 SL 40.000000000000 32 0    
INNOVATION ROOM FURNISHINGS - 2ND PYMT 2015-04-01 13,068 11,434 SL 10.000000000000 1,307 0    
REMODEL - RUHLIN PYMT 1 2015-04-01 36,011 7,878 SL 40.000000000000 900 0    
REMODEL RUHLIN PAYMENT 2 2015-04-01 65,578 14,346 SL 40.000000000000 1,639 0    
RUHLIN REMODEL - FINAL PAYMENT 2015-04-01 16,774 3,670 SL 40.000000000000 419 0    
RUHLIN REMODEL - PAYMENT 3 2015-04-01 70,408 15,402 SL 40.000000000000 1,760 0    
TECH DESIGN & INSTALL 2015-04-01 4,811 1,053 SL 40.000000000000 120 0    
WIRELESS POLYCOM PHONE 2015-04-01 1,450 1,450 SL 5.000000000000 0 0    
INNOVATION RM FURNISHINGS (DOWN PYMT) 2015-04-14 14,503 12,690 SL 10.000000000000 1,450 0    
SECURITY AIRPHONE - INNOVATION RM 2015-04-15 965 844 SL 10.000000000000 97 0    
SANDSTONE STEPS IN COURTYARD 2015-05-22 4,220 2,415 SL 15.000000000000 281 0    
SERVER SWITCH UPGRADE 2015-07-08 11,466 11,466 SL 5.000000000000 0 0    
IPAD AIR 3 DMG 2015-07-29 678 678 SL 3.000000000000 0 0    
INNOVATION FURNITURE FINAL PAYMENT 2015-08-01 1,435 1,207 SL 10.000000000000 144 0    
GAULT PORTRAIT 2015-08-18 1,000 833 SL 10.000000000000 100 0    
FRAME - GAULT PORTRAIT 2015-08-21 441 368 SL 10.000000000000 44 0    
MODULAR PANELS - LIBRARY/OFFICE 2015-09-01 1,650 1,375 SL 10.000000000000 165 0    
NEW FUNERAL DOOR 2015-09-15 3,720 775 SL 40.000000000000 93 0    
BDM PORTRAIT (FARR) 2015-12-23 3,400 2,720 SL 10.000000000000 340 0    
FRAME FOR BDM PORTRAIT (FARR) 2015-12-23 565 452 SL 10.000000000000 57 0    
DELL LATITUDE LAPTOP SPARE 2016-03-08 989 989 SL 3.000000000000 0 0    
CISCO MERAKI FIREWALL UPGRADE 2016-04-01 3,620 3,620 SL 3.000000000000 0 0    
NEOLAUNCHNET SOFTWARE PLATFORM 2016-05-01 63,960 63,960 SL 5.000000000000 0 0    
SUNCREST GARDENS - FRONT BED LANDSCAPING 2016-09-14 6,876 3,359 SL 15.000000000000 458 0    
TOSHIBA PHONE SYSTEM AND INSTALLATION 2016-11-21 15,747 11,154 SL 10.000000000000 1,575 0    
DIGITAL SIGNAGE SYSTEM 2016-11-30 3,349 2,316 SL 10.000000000000 335 0    
VIDEO INTERCOM DOOR SYSTEM 2017-09-11 3,490 1,473 SL 15.000000000000 233 0    
WORKROOM A/C UNIT AND ROOF CONDENSER 2018-03-07 9,760 5,693 SL 10.000000000000 976 0    
SECURITY CAMERA UPGRADE 2018-03-27 3,975 2,285 SL 10.000000000000 398 0    
EGRANT BUILDER PLATFORM 2018-04-04 2,500 2,500 SL 3.000000000000 0 0    
CELLULAR COMMUNICATOR FOR SECURITY SYSTEM 2018-04-11 1,260 725 SL 10.000000000000 126 0    
VUB LAPTOP LATITUDE 5580 2018-04-11 1,923 1,923 SL 3.000000000000 0 0    
ADD'L CONFIGURATION TO NLN PLATFORM 2018-07-24 1,950 1,950 SL 5.000000000000 0 0    
HOT WATER TANK - BASEMENT 2018-08-14 2,051 1,111 SL 10.000000000000 205 0    
ADDN TO NLN PLATFORM FOR JCU 2018-10-15 1,125 1,125 SL 5.000000000000 0 0    
AKOYA GRANTS MGMT PLATFORM 2018-12-31 5,715 5,715 SL 3.000000000000 0 0    
ADD'L CONFIGURATION TO AKOYA PLATFORM 2019-01-15 4,781 4,781 SL 3.000000000000 0 0    
HEAT EXCHANGER UNIT 2019-01-15 5,100 1,700 SL 15.000000000000 340 0    
2ND ADD'L CONFIGURATION TO AKOYA PLATFORM 2019-02-13 5,325 5,325 SL 3.000000000000 0 0    
ADD'L CONFIGURATION TO EGRANT PLATFORM 2019-02-13 960 960 SL 3.000000000000 0 0    
LATITUDE E5590 LAPTOP EBW & SETUP 2019-03-01 2,120 2,120 SL 3.000000000000 0 0    
OPTIPLEX 5060 DESKTOP DMG & SET UP 2019-03-01 1,580 1,580 SL 3.000000000000 0 0    
ACCESS UPGRADE TO DOORS.NET 2019-03-04 2,083 2,083 SL 3.000000000000 0 0    
HERMAN MILLER EMBODY CHAIR JMS 2019-05-07 935 436 SL 10.000000000000 94 0    
BARCO WIRELESS PRESENTATION SYSTEM INNOV RM 2019-05-22 4,054 1,858 SL 10.000000000000 405 0    
ERBAUGH PORTRAIT & FRAMING 2019-09-01 1,659 719 SL 10.000000000000 166 0    
DEHUMIDIFIER FOR VAULT ROOM IN BASEMENT 2019-11-01 3,920 1,633 SL 10.000000000000 392 0    
LATITUDE 5500 LAPTOP AKE 2020-03-12 1,667 1,667 SL 3.000000000000 0 0    
LATITUDE 5500 LAPTOP DDH 2020-03-12 1,667 1,667 SL 3.000000000000 0 0    
LATITUDE 5500 LAPTOP GMD 2020-03-12 1,667 1,667 SL 3.000000000000 0 0    
DELL LATITUDE 5500 SVR LAPTOP DMG 2020-07-15 1,709 1,709 SL 3.000000000000 0 0    
BOILER PUMPS AND MOTORS 2020-12-01 4,041 831 SL 15.000000000000 269 0    
LANDSCAPE PLANTS 2020-12-10 1,884 1,162 SL 5.000000000000 377 0    
SHAREPOINT SERVER MIGRATION 2021-02-28 10,163 5,640 SL 5.000000000000 2,033 0    
LATITUDE 5520 LAPTOP INNOVATION RM 2021-04-01 1,820 1,820 SL 3.000000000000 0 0    
LATITUDE 5520 LAPTOP VUB 2021-04-01 1,820 1,820 SL 3.000000000000 0 0    
CPW5V-22 SEWER EJECTION PUMP 2021-04-20 2,286 407 SL 15.000000000000 152 0    
BOARDROOM AND INNOV RM AV EQUIPMENT 2021-06-16 33,671 16,836 SL 5.000000000000 6,734 0    
BOARDROOM MEETING CAMERA 2021-09-10 1,636 764 SL 5.000000000000 327 0    
YIPPEE PLATFORM V.1 2021-12-01 185,000 83,083 SL 5.000000000000 37,000 0    
DELL LATITUDE 5520 LAPTOP - EB 2022-04-07 1,885 1,100 SL 3.000000000000 628 0    
DELL LATITUDE 5520 LAPTOP - JMS 2022-04-07 1,885 1,100 SL 3.000000000000 628 0    
OPTIPLEX DESKTOP TOWER - SNP 2022-04-07 895 523 SL 3.000000000000 298 0    
DDH PORTRAIT AND FRAMING 2022-05-01 2,053 342 SL 10.000000000000 205 0    
COURTYARD STONEWORK AND CONCRETE PLANTER 2022-05-10 2,542 283 SL 15.000000000000 169 0    
SHAREPOINT MIGRATION PHASE II 2022-06-07 4,840 1,533 SL 5.000000000000 968 0    
LATITUDE 5531 LAPTOP DJH 2022-10-10 2,544 1,060 SL 3.000000000000 848 0    
OPTIPLEX 3000 DESKTOP JMS 2022-10-10 920 383 SL 3.000000000000 307 0    
YIPPEE PLATFORM V.2 2022-12-31 174,996 46,112 SL 5.000000000000 34,999 0    
DELL LATITUDE 5540 LAPTOP MBM 2023-12-31 1,576 88 SL 3.000000000000 525 0    
DELL LATITUDE 5540 LAPTOP SNP 2023-12-31 1,576 88 SL 3.000000000000 525 0    
DESKTOP 5000 DMG 2023-12-31 971 269 SL 3.000000000000 324 0    
LAPTOP 5530 AKE 2023-12-31 1,820 506 SL 3.000000000000 607 0    
LAPTOP 5530 GMD 2023-12-31 1,820 506 SL 3.000000000000 607 0    
NETWORK UPGRADE 2023-12-31 5,883   SL 3.000000000000 1,961 0    
YIPPEE PLATFORM V.3 2023-12-31 229,558   SL 5.000000000000 45,912 0    
HVAC CONTROL SYSTEM FOR ROOFTOP & 11 ZONES 2024-12-31 24,500   SL 15.000000000000 0 0    
ARCHITECT FEES 2024-12-31 24,039   SL 40.000000000000 0 0    
DELL LATITUDE 5540 LAPTOP CLM 2024-12-31 1,576   SL 3.000000000000 0 0    
DELL LATITUDE 5540 LAPTOP DMG 2024-12-31 1,818   SL 3.000000000000 0 0    
DELL LATITUDE 5540 NMM 2024-12-31 1,819   SL 3.000000000000 0 0    
DELL LATITUDE 5540 SMS 2024-12-31 1,493   SL 3.000000000000 0 0    
LAND 2024-12-31 233,024     0 % 0 0    
YIPPEE PLATFORM V.4 2024-12-31 130,264   SL 5.000000000000 0 0    

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
BURTON D MORGAN FOUNDATION INC
EIN:
34-6598971
Statement:
OHIO DOES NOT REQUIRE A COPY OF THE FORM 990-PF, IT REQUIRES A SEPARATE ON-LINE REGISTRATION FILING AND FILING FEE.

TY 2024 InvestmentsCorpStockSchedule
Name:
BURTON D MORGAN FOUNDATION INC
EIN:
34-6598971
Name of Stock End of Year Book Value End of Year Fair Market Value
#REORG/CONSOL ENERGY CHANGE CORE NATURAL 241HAQ4 01-15-2025 72,116 72,116
#REORG/SANDY MERGER ATLANTIC 2Y1BAW2 04-01-2025 51,071 51,071
ACCENTURE PLC CLS A 253,289 253,289
ADR ARM HLDGS PLC SPONSORED ADS NEW 460,750 460,750
AGNC INVT CORP COM 60,178 60,178
AIR PROD & CHEM INC COM 233,482 233,482
AIR PROD & CHEM INC COM 1,450,200 1,450,200
ALIGHT INC CL A 72,037 72,037
ALPHABET INC CAP STK USD0.001 CL C 924,777 924,777
AMAZON COM INC COM 1,251,620 1,251,620
AMCOR PLC ORD USD0.01 2,167,885 2,167,885
AMER ELEC PWR CO INC COM 164,631 164,631
AMERICAN EAGLE OUTFITTERS INC NEW COM 55,928 55,928
AMERICAN TOWER CORP 199,917 199,917
AMERIS BANCORP COM 93,542 93,542
AMERN WOODMARK CORP COM 58,375 58,375
ANALOG DEVICES INC COM 156,583 156,583
ANDERSONS INC COM 46,557 46,557
APPLE INC COM STK 809,357 809,357
APPLE INC COM STK 1,506,527 1,506,527
APPLOVIN CORP COM CL A COM CL A 200,775 200,775
ARCBEST CORP COM USD0.01 45,260 45,260
ARISTA NETWORKS INC COM NEW 647,706 647,706
ARTISAN PARTNERS ASSET MGMT INC CL A CL A 60,442 60,442
ATLANTIC UN BANKSHARES CORP COM 90,420 90,420
ATLAS ENERGY SOLUTIONS INC NEW CL A 67,427 67,427
AUTOMATIC DATA PROCESSING INC COM 310,001 310,001
AVIENT CORPORATION 59,942 59,942
BANK OZK COM 70,803 70,803
BANNER CORP COM NEW COM NEW 94,279 94,279
BELDEN INC COM 55,517 55,517
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS'B' 2,813,056 2,813,056
BK HAW CORP COM 108,356 108,356
BLACKROCK INC NEW COM 623,267 623,267
BLOOMIN BRANDS INC COM 42,149 42,149
BLUELINX HLDGS INC COM NEW COM NEW 58,946 58,946
BRIGHTHOUSE FINL INC COM 63,845 63,845
BRINKS CO COM 50,931 50,931
BROADSTONE NET LEASE INC COM USD0.00025 81,060 81,060
BROOKDALE SR LIVING INC COM STK 37,720 37,720
BUCKLE INC COM 50,810 50,810
CALIFORNIA RES CORP COM USD0.01 66,834 66,834
CARETRUST REIT INC COM 69,086 69,086
CHEFS' WAREHOUSE HOLDINGS IN 74,523 74,523
CHEVRON CORP COM 570,959 570,959
CHIPOTLE MEXICAN GRILL INC COM STK 554,097 554,097
CINEMARK HLDGS INC COM 58,304 58,304
CINTAS CORP COM 280,445 280,445
CISCO SYSTEMS INC 434,232 434,232
CIVITAS RES INC COM 60,365 60,365
CME GROUP INC COM STK 280,998 280,998
CNO FINL GROUP INC COM 72,336 72,336
COCA COLA CO COM 197,800 197,800
COLLEGIUM PHARMACEUTICAL INC COM 37,073 37,073
COLUMBUS MCKINNON CORP N Y COM 82,673 82,673
COMMERCIAL METALS CO COM 75,739 75,739
COSTCO WHOLESALE CORP NEW COM 630,394 630,394
CURBLINE PPTYS CORP 81,015 81,015
CUSHMAN & WAKEFIELD INC 91,390 91,390
CVB FINL CORP COM 66,371 66,371
DATADOG INC COM USD0.00001 CL A 433,814 433,814
DIAMONDROCK HOSPITALITY CO COM STK 56,726 56,726
DIODES INC COM 69,379 69,379
DOUGLAS EMMETT INC COM REIT 88,735 88,735
DOW INC COM USD0.01 WI 315,622 315,622
DYNEX CAPITAL INC COM 77,519 77,519
EASTERLY GOVERNMENT PROPERTI COMMON STOCK 64,638 64,638
EDGEWELL PERS CARE CO COM 48,014 48,014
ELI LILLY & CO COM 506,432 506,432
EMERSON ELECTRIC CO COM 1,127,763 1,127,763
ESSENTIAL PROPERTIES REALTY TR INC USD0.01 85,582 85,582
EXTREME NETWORKS INC COM 64,934 64,934
FERRARI N V FERRARI N V COMMON S TOCK 129,151 129,151
FIRST BANCORP N C COM 78,267 78,267
FIRST INTERSTATE BANCSYS/MT 49,030 49,030
FIRST MERCHANTS CORP COM 98,409 98,409
FLAGSTAR FINANCIAL INC 76,040 76,040
GENERAL DYNAMICS CORP COM 210,792 210,792
GENUINE PARTS CO COM 254,770 254,770
G-III APPAREL GROUP LTD COM 47,690 47,690
GLACIER BANCORP INC NEW COM 107,119 107,119
GOLDMAN SACHS GROUP INC COM 377,357 377,357
GOODYEAR TIRE & RUBBER CO COM 68,958 68,958
GREENBRIER COS INC COM STK 76,238 76,238
GROCERY OUTLET HLDG CORP COM 42,147 42,147
HAEMONETICS CORP MASS COM 63,401 63,401
HANCOCK WHITNEY CORP 87,224 87,224
HARMONIC INC COM 48,012 48,012
HOME DEPOT INC COM 483,904 483,904
HUB GROUP INC CL A CL A 64,790 64,790
ICU MED INC COM 66,258 66,258
INDEPENDENT BK CORP MASS COM COM STK USD0.01 83,961 83,961
INGEVITY CORP COM 61,940 61,940
INTUITIVE SURGICAL INC COM NEW STK 672,284 672,284
IRIDIUM COMMUNICATIONS INC COM STK 63,670 63,670
JACK IN THE BOX INC COM 52,383 52,383
JOHNSON & JOHNSON COM USD1 388,739 388,739
JOHNSON CTLS INTL PLC COM USD0.01 450,059 450,059
JPMORGAN CHASE & CO COM 645,060 645,060
KEMPER CORP DEL COM 53,816 53,816
KENVUE INC COM 56,364 56,364
KNOWLES CORP COM 60,747 60,747
KORN FERRY COM 76,286 76,286
KULICKE & SOFFA INDS INC COM 57,298 57,298
LADDER CAP CORP CL A CL A 57,964 57,964
LIONS GATE ENTMT CORP CL B NON VTG NONVOTING SHS CL B 44,522 44,522
LIVANOVA PLC ORD GBP1.00 (DI) 70,252 70,252
LOCKHEED MARTIN CORP COM 210,412 210,412
LUMEN TECHNOLOGIES INC 34,674 34,674
LXP INDUSTRIAL TRUST COM USD0.0001 65,074 65,074
MADDEN STEVEN LTD COM 45,369 45,369
MAGNITE INC COM 53,587 53,587
MANITOWOC CO INC COM USD0.01(POST REV SPLIT) 21,693 21,693
MANPOWERGROUP INC 40,981 40,981
MARRIOTT VACATIONS WORLDWIDE CORP COM 89,800 89,800
MASTERCARD INC CL A 460,749 460,749
MAXLINEAR INC COMMON STOCK 41,538 41,538
MC DONALDS CORP COM 238,290 238,290
MERCK & CO INC NEW COM 388,071 388,071
META PLATFORMS INC COM USD0.000006 CL 'A' 863,627 863,627
MGIC INVT CORP WIS COM 78,788 78,788
MICROSOFT CORP COM 781,040 781,040
MICROSOFT CORP COM 1,168,398 1,168,398
MINERALS TECHNOLOGIES INC COM 67,217 67,217
MRC GLOBAL INC COM 52,500 52,500
MURPHY OIL CORP COM 62,487 62,487
MYERS INDS INC COM 32,756 32,756
NATL FUEL GAS CO COM 78,520 78,520
NBT BANCORP INC COM 81,526 81,526
NETFLIX INC COM STK 634,620 634,620
NEWELL BRANDS INC COM 69,411 69,411
NEXTERA ENERGY INC COM 338,879 338,879
NOBLE CORPORATION PLC COM 44,211 44,211
NORTHWEST BANCSHARES INC MD COM 91,077 91,077
NORTHWESTERN ENERGY GROUP INC 94,945 94,945
NVIDIA CORP COM 1,485,247 1,485,247
ONE GAS INC COM 89,471 89,471
ORACLE CORP COM 327,448 327,448
ORION S A COM NPV 55,076 55,076
PAC PREMIER BANCORP COM 93,151 93,151
PALANTIR TECHNOLOGIES INC CL A CL A 217,890 217,890
PEPSICO INC COM 398,397 398,397
PEPSICO INC COM 1,018,802 1,018,802
PERRIGO COMPANY LIMITED COM EUR0.001 43,321 43,321
PFIZER INC COM 148,939 148,939
PHILIP MORRIS INTL COM STK NPV 517,505 517,505
PLEXUS CORP COM 60,871 60,871
PORTLAND GENERAL ELECTRIC CO COM NEW COMNEW 95,441 95,441
PPG IND INC COM 1,743,970 1,743,970
PRESTIGE CONSUMER HEALTHCARE INC COM 78,480 78,480
PROCTER & GAMBLE COM NPV 1,173,550 1,173,550
PROGRESSIVE CORP OH COM 506,775 506,775
PROSPERITY BANCSHARES INC COM 71,130 71,130
PVH CORP COM USD1 66,834 66,834
QUALCOMM INC COM 414,160 414,160
RLI CORP COM 57,855 57,855
RYDER SYS INC COM 64,469 64,469
RYERSON HLDG CORP COM STOCK 42,055 42,055
SABRA HEALTH CARE REIT INC COM 70,198 70,198
SALLY BEAUTY HLDGS INC COM STK USD0.01 62,982 62,982
SANMINA CORP COM 74,913 74,913
SCIENCE APP INTL CORP NEW COM USD0.0001 49,407 49,407
SEALED AIR CORP NEW COM STK 28,214 28,214
SERVICENOW INC COM USD0.001 676,357 676,357
SHERWIN-WILLIAMS CO COM 256,987 256,987
SILA REALTY TRUST INC COM USD0.01 51,364 51,364
SKYWARD SPECIALTY INS GROUP INC COM 83,340 83,340
SKYWEST INC COM 76,800 76,800
SOUTHSTATE CORP COM 120,072 120,072
SPIRE INC COM 89,671 89,671
STAG INDL INC COM 43,662 43,662
STEELCASE INC CL A COM 17,695 17,695
STEWART INFORMATION SVCS CORP COM 61,213 61,213
SUMMIT HOTEL PROPERTIES INC COM 54,821 54,821
SUPERNUS PHARMACEUTICALS INC COM STK 81,722 81,722
SURGERY PARTNERS INC COM 54,365 54,365
SYNAPTICS INC COM 71,283 71,283
TALOS ENERGY INC COM STK 51,172 51,172
TEREX CORP NEW COM 47,699 47,699
TEXAS INSTRUMENTS INC COM 296,266 296,266
THE TRADE DESK INC COM CL A COM CL A 509,257 509,257
TIMKEN CO COM 67,088 67,088
TITAN INTL INC ILL COM 40,740 40,740
TRANSDIGM GROUP INC COM 402,995 402,995
TRONOX HOLDINGS PLC ORD USD0.01 47,118 47,118
TTM TECHNOLOGIES INC COM 65,538 65,538
TXNM ENERGY INC COM NPV 106,306 106,306
UBER TECHNOLOGIES INC COM USD0.00001 339,119 339,119
UNITED PARCEL SVC INC CL B 387,379 387,379
UNITED RENTALS INC COM 402,235 402,235
UNITED THERAPEUTICS CORP DEL COM STK 178,184 178,184
URANIUM ENERGY CORP COM 55,601 55,601
V2X INC COM USD0.01 44,434 44,434
VAL NATL BANCORP COM 95,483 95,483
VEECO INSTRS INC DEL COM 39,718 39,718
VERIS RESIDENTIAL INC COM STK USD0.01 63,909 63,909
VERITEX HLDGS INC COM 87,129 87,129
VERIZON COMMUNICATIONS COM 323,719 323,719
VERTEX PHARMACEUTICALS INC COM 364,041 364,041
VERTIV HOLDINGS LLC COM USD0.0001 420,130 420,130
VICTORIAS SECRET & CO COM 59,976 59,976
VIRTUS INVT PARTNERS INC COM 64,189 64,189
VISTEON CORP COM NEW COM NEW 63,789 63,789
VITAL ENERGY INC COM USD0.01(POST REV SPLIT) 45,266 45,266
WABASH NATL CORP COM 48,220 48,220

TY 2024 InvestmentsOtherSchedule2
Name:
BURTON D MORGAN FOUNDATION INC
EIN:
34-6598971
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
LORD ABBETT INVT TR SHORT DURATION INCOME FUND FMV 5,064,812 5,064,812
SPDR S&P 500 ETF FMV 8,129,516 8,129,516
VANGUARD INSTL INDEX FUND FMV 45,421,998 45,421,998
FRANKLIN SMALL CAP BRW FUND FMV 6,598,338 6,598,338
VANGUARD INDEX TR MID CAP ADMIRAL FUND FMV 16,914,852 16,914,852
BAILLIE GIFFORD LONG-TERM GLOBAL GROWTH FUND FMV 16,035,049 16,035,049
COMMONFUND CAPITAL NATURAL RESOURCES FUND IX FMV 3,069,603 3,069,603
RIVERSIDE MICRO CAP FUND IV-A FMV 7,362,064 7,362,064
RIVERSIDE MICRO CAP FUND IV - B FMV 2,944,485 2,944,485
H.I.G. WHITEHORSE OFFSHORE LOAN FEEDER FUND FMV 1,462,160 1,462,160
CARLSON CAPITAL BLACK DIAMOND ARBITRAGE FUND FMV 228,798 228,798
NEO CAPITAL FUND LP FMV 104,730 104,730
HARRISON STREET CORE PROPERTY FUND LP FMV 5,061,142 5,061,142
H.I.G. WHITEHORSE LUXEMBOURG LOAN FEEDER FUND FMV 16,433,044 16,433,044
ELEUTHERA PROPERTIES LTD. FMV 330,464 330,464
OHIO INSTITUTIONAL IMPACT FUND LP FMV 619,998 619,998
OHIO HIGH GROWTH INVESTMENT OPPORTUNITIES FUND FMV 367,887 367,887

TY 2024 LandEtcSchedule2
Name:
BURTON D MORGAN FOUNDATION INC
EIN:
34-6598971
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FURNITURE 1,925 1,925 0 0
FURN 3,844 3,844 0 0
CHAIRS-FOREMOST 1,394 1,394 0 0
FILE CABINETS-FOREMOST 1,003 1,003 0 0
DESK - BREWSTER STROUD 952 952 0 0
FURNITURE 1,740 1,740 0 0
FILE CABINET 1,306 1,306 0 0
FILE CABINET 1,306 1,306 0 0
PORTRAIT 30 X 24 3,400 3,400 0 0
FIREKING FILE 1,574 1,574 0 0
LATERAL FILE 1,494 1,494 0 0
FURNITURE 799 799 0 0
FURNITURE 10,757 10,757 0 0
CREDENZA 220 220 0 0
OFFICE FURNISHINGS 404 404 0 0
FILE CABINET 886 886 0 0
PRINTER STAND/STORAGE 868 868 0 0
DDH TABLE 536 536 0 0
DDH TABLE/DESK 535 535 0 0
BONFOEY - ARTWORK 4,440 4,440 0 0
BDM PORTRAIT 3,400 3,400 0 0
WINDSOR CHAIRS 5,023 5,023 0 0
MAINE COTTAGE 453 453 0 0
INTERSTATE 4,726 4,726 0 0
PARKING LOT SIGNS 1,086 1,086 0 0
FURNITURE 61,600 61,600 0 0
CHEST 2,100 2,100 0 0
MAPLE SERVER 750 750 0 0
BATH SPECIALTIES (WELTY - ITEM NO. 9) 4,030 4,030 0 0
CONCRETE EXTRAS (WELTY ITEM NO. CO11) 3,502 3,502 0 0
FIRE EXTINGUISHERS (WELTY ITEM NO. 38/39) 758 758 0 0
FLOORING (WELTY ITEM NO. 35/CO9/CO17) 74,670 74,670 0 0
GRADING & EARTHWORK (WELTY - ITEM NO. 14) 141,413 141,413 0 0
MIRRORS (WELTY ITEM NO. CO21/CO25) 939 939 0 0
RENOVATIONS 22 AURORA ST. 1,796,368 789,709 1,006,659 1,006,659
SECURITY SYSTEM (WELTY ITEM NO. 49/CO18) 17,876 17,876 0 0
SITE CONCRETE (WELTY ITEM NO. CO6) 17,040 17,040 0 0
TOILET SEAT COVERS (WELTY ITEM NO. CO3) 201 201 0 0
WINDOW TREATMENTS (WELTY ITEM NO. 41) 9,718 9,718 0 0
ARCHITECT FEES 120,902 55,413 65,489 65,489
ARCHITECT FEES 75,386 34,552 40,834 40,834
BUILDING - PURCHASE AND COSTS 798,175 371,829 426,346 426,346
CONCRETE PAVING (WELTY ITEM NO. 21/22) 14,757 14,757 0 0
FURNITURE 87,605 87,605 0 0
GARDENS LIMITED-LANDSCAPING 11,772 11,772 0 0
KITCHEN BACKSPLASH 1,486 1,486 0 0
SITE UTILITIES (WELTY - ITEM NO. 15) 17,573 17,573 0 0
WARWICK COMMUNICATIONS 53,509 53,509 0 0
ROCKWELL PRINT 7,050 7,050 0 0
GARDENS LIMITED-LANDSCAPING 10,365 10,365 0 0
CREDENZA 1,389 1,389 0 0
EXTERIOR LIGHTS 1,039 1,039 0 0
GARDENS LIMITED-LANDSCAPING 23,819 23,819 0 0
FRAMING 1,414 1,414 0 0
FURNITURE 1,184 1,184 0 0
FURNITURE 12,059 12,059 0 0
GARDENS LIMITED-LANDSCAPING 3,850 3,850 0 0
GARDENS LIMITED-LANDSCAPING 1,489 1,489 0 0
ROSE UPHOLSTERY - CHAIR 870 870 0 0
ROCKWELL PRINT-DOWNHILL RACER 3,850 3,850 0 0
GARDENS LIMITED-LANDSCAPING 2,460 2,460 0 0
BOARDROOM CREDENZA 1,437 1,437 0 0
GARDENS LIMITED 18,810 18,810 0 0
WROUGHT IRON FENCE AND MISC 6,666 6,666 0 0
FRAMING DENISON 450 450 0 0
FRAMING DOWNHILL RACER 527 527 0 0
ROCKWELL PRINT EXTRA GOOD BOYS & GIRLS 10,050 10,050 0 0
UPHOLSTERY MR. MORGAN'S CHAIRS 1,700 1,700 0 0
BLUE SIDEBOARD - KITCHEN 3,812 3,812 0 0
SIGNAGE - LOBBY & RESTROOM 6,266 6,266 0 0
FRAMING PURDUE 905 905 0 0
FRAMING ROCKWELL SANTA 1,301 1,301 0 0
ARCHITECTURAL SERVICES 12,090 5,289 6,801 6,801
REAR STAIRWELL DOOR 2,933 1,247 1,686 1,686
ARCH SERVICES 982 419 563 563
BALDWIN HOUSE 14,493 6,190 8,303 8,303
BALDWIN HOUSE 47,482 20,279 27,203 27,203
BALDWIN HOUSE 324 138 186 186
BALDWIN HOUSE - ARCH SERVICES 455 194 261 261
BALDWIN HOUSE - LANDSCAPING 5,588 5,588 0 0
CONSTRUCTION COSTS 128,697 54,964 73,733 73,733
CONSTRUCTION COSTS 21,730 9,281 12,449 12,449
CONSTRUCTION COSTS 17,521 7,483 10,038 10,038
LANDSCAPE ARCH DESIGN - BH 1,125 1,125 0 0
LANDSCAPING - BH 11,579 11,579 0 0
WATER METER 675 675 0 0
WELTY RENOVATIONS - BALDWIN HOUSE 35,000 14,948 20,052 20,052
REPROGRAMMING BOARD ROOM EQUIPMENT 3,900 3,900 0 0
DMG OFFICE CHAIR 1,453 1,453 0 0
JCVN OFFICER CHAIR 1,453 1,453 0 0
MEE CREDENZA 2,169 2,169 0 0
DOOR, HARDWARE AND INSTALLATION 2,234 940 1,294 1,294
BASEMENT DEHUMIDIFIER 2,059 858 1,201 1,201
SEWAGE PUMP - BASEMENT 1,563 652 911 911
BDM PORTRAIT-MITSUNO ISHII REEDY 6,500 6,500 0 0
FRAMING LEWIS & REEDY 415 415 0 0
BH THRESHOLD BASEMENT 455 189 266 266
CAD DOCUMENTATION 900 900 0 0
CHUCK KOVACIC ARTWORK & FRAMING 223 223 0 0
HUANG ARTWORK & FRAMING 262 262 0 0
EXTERIOR LAMPS AND WIRING 731 731 0 0
BALDWIN HOUSE EXTERIOR PAINTING 1,710 698 1,012 1,012
TELEPHONE LINES 2,562 1,046 1,516 1,516
NORMAN ROCKWELL "AMERICA MARCHES FORWARD" 4,050 4,050 0 0
FRAMING "AMERICA MARCHES FORWARD" 594 594 0 0
2 DRAWER LATERAL FIRE KING FILE 1,395 1,395 0 0
2 DRAWER LATERAL FIRE KING FILE 1,395 1,395 0 0
ROOF RESTORATION / SIDING REPLACEMENT 10,900 10,900 0 0
IMPROVEMENTS 1,652 633 1,019 1,019
CHENOWETH PORTRAIT 1,262 1,262 0 0
FRAMING "HIGH DIVE" 1,890 1,890 0 0
NORMAN ROCKWELL "HIGH DIVE" 6,500 6,500 0 0
COMPUTER MONITOR - (SKL -2) 169 169 0 0
BROMELKAMP EGRANT SOFTWARE MODULE 11,313 11,313 0 0
BLDG FINAL PAYMENT 5,000 1,750 3,250 3,250
FRAME FOR ROCKWELL - COUNTY AG 1,673 1,673 0 0
NORMAN ROCKWELL "COUNTY AGRICULTURE AGENT" 6,000 6,000 0 0
2 BENCHES IN COURTYARD 1,128 1,128 0 0
BDFM BLDG PAINTING "ARTWORK" 550 550 0 0
FOUNTAIN PAINTING AND FRAM 900 900 0 0
SKL - MONITOR 151 151 0 0
SHADOWBOX FOR GLIDER SUIT 2,575 2,575 0 0
GMD MONITOR 139 139 0 0
GMD TASK CHAIR 526 526 0 0
FIRST PEARL LICENSE (4) 1,220 1,220 0 0
HVAC EXPANSION TANK 2,150 1,672 478 478
PLASTIC VAPOR BARRIER FOR CRAWL SPACE 1,100 849 251 251
TRIPP-LITE RACKMOUNT KVM CONSOLE 679 679 0 0
PHONE SYSTEM EQUIP - ROUTER & TRUNK 1,404 1,404 0 0
HVAC COMPRESSOR 3,063 2,127 936 936
BACKUP ISP 1,199 1,199 0 0
WIRELESS UPGRADE 3,797 3,797 0 0
P. KELLEY 38TH STREET PAINTING 6,000 6,000 0 0
IPAD AIR 2 - DDH 750 750 0 0
ARTWORK "PLAYGROUND" HARRIET MORORE BALLARD 6,000 5,850 150 150
DATA AND PHONE CABLING 1,264 308 956 956
INNOVATION ROOM FURNISHINGS - 2ND PYMT 13,068 12,741 327 327
REMODEL - RUHLIN PYMT 1 36,011 8,778 27,233 27,233
REMODEL RUHLIN PAYMENT 2 65,578 15,985 49,593 49,593
RUHLIN REMODEL - FINAL PAYMENT 16,774 4,089 12,685 12,685
RUHLIN REMODEL - PAYMENT 3 70,408 17,162 53,246 53,246
TECH DESIGN & INSTALL 4,811 1,173 3,638 3,638
WIRELESS POLYCOM PHONE 1,450 1,450 0 0
INNOVATION RM FURNISHINGS (DOWN PYMT) 14,503 14,140 363 363
SECURITY AIRPHONE - INNOVATION RM 965 941 24 24
SANDSTONE STEPS IN COURTYARD 4,220 2,696 1,524 1,524
SERVER SWITCH UPGRADE 11,466 11,466 0 0
IPAD AIR 3 DMG 678 678 0 0
INNOVATION FURNITURE FINAL PAYMENT 1,435 1,351 84 84
GAULT PORTRAIT 1,000 933 67 67
FRAME - GAULT PORTRAIT 441 412 29 29
MODULAR PANELS - LIBRARY/OFFICE 1,650 1,540 110 110
NEW FUNERAL DOOR 3,720 868 2,852 2,852
BDM PORTRAIT (FARR) 3,400 3,060 340 340
FRAME FOR BDM PORTRAIT (FARR) 565 509 56 56
DELL LATITUDE LAPTOP SPARE 989 989 0 0
CISCO MERAKI FIREWALL UPGRADE 3,620 3,620 0 0
NEOLAUNCHNET SOFTWARE PLATFORM 63,960 63,960 0 0
SUNCREST GARDENS - FRONT BED LANDSCAPING 6,876 3,817 3,059 3,059
TOSHIBA PHONE SYSTEM AND INSTALLATION 15,747 12,729 3,018 3,018
DIGITAL SIGNAGE SYSTEM 3,349 2,651 698 698
VIDEO INTERCOM DOOR SYSTEM 3,490 1,706 1,784 1,784
WORKROOM A/C UNIT AND ROOF CONDENSER 9,760 6,669 3,091 3,091
SECURITY CAMERA UPGRADE 3,975 2,683 1,292 1,292
EGRANT BUILDER PLATFORM 2,500 2,500 0 0
CELLULAR COMMUNICATOR FOR SECURITY SYSTEM 1,260 851 409 409
VUB LAPTOP LATITUDE 5580 1,923 1,923 0 0
ADD'L CONFIGURATION TO NLN PLATFORM 1,950 1,950 0 0
HOT WATER TANK - BASEMENT 2,051 1,316 735 735
ADDN TO NLN PLATFORM FOR JCU 1,125 1,125 0 0
AKOYA GRANTS MGMT PLATFORM 5,715 5,715 0 0
ADD'L CONFIGURATION TO AKOYA PLATFORM 4,781 4,781 0 0
HEAT EXCHANGER UNIT 5,100 2,040 3,060 3,060
2ND ADD'L CONFIGURATION TO AKOYA PLATFORM 5,325 5,325 0 0
ADD'L CONFIGURATION TO EGRANT PLATFORM 960 960 0 0
LATITUDE E5590 LAPTOP EBW & SETUP 2,120 2,120 0 0
OPTIPLEX 5060 DESKTOP DMG & SET UP 1,580 1,580 0 0
ACCESS UPGRADE TO DOORS.NET 2,083 2,083 0 0
HERMAN MILLER EMBODY CHAIR JMS 935 530 405 405
BARCO WIRELESS PRESENTATION SYSTEM INNOV RM 4,054 2,263 1,791 1,791
ERBAUGH PORTRAIT & FRAMING 1,659 885 774 774
DEHUMIDIFIER FOR VAULT ROOM IN BASEMENT 3,920 2,025 1,895 1,895
LATITUDE 5500 LAPTOP AKE 1,667 1,667 0 0
LATITUDE 5500 LAPTOP DDH 1,667 1,667 0 0
LATITUDE 5500 LAPTOP GMD 1,667 1,667 0 0
DELL LATITUDE 5500 SVR LAPTOP DMG 1,709 1,709 0 0
BOILER PUMPS AND MOTORS 4,041 1,100 2,941 2,941
LANDSCAPE PLANTS 1,884 1,539 345 345
SHAREPOINT SERVER MIGRATION 10,163 7,673 2,490 2,490
LATITUDE 5520 LAPTOP INNOVATION RM 1,820 1,820 0 0
LATITUDE 5520 LAPTOP VUB 1,820 1,820 0 0
CPW5V-22 SEWER EJECTION PUMP 2,286 559 1,727 1,727
BOARDROOM AND INNOV RM AV EQUIPMENT 33,671 23,570 10,101 10,101
BOARDROOM MEETING CAMERA 1,636 1,091 545 545
YIPPEE PLATFORM V.1 185,000 120,083 64,917 64,917
DELL LATITUDE 5520 LAPTOP - EB 1,885 1,728 157 157
DELL LATITUDE 5520 LAPTOP - JMS 1,885 1,728 157 157
OPTIPLEX DESKTOP TOWER - SNP 895 821 74 74
DDH PORTRAIT AND FRAMING 2,053 547 1,506 1,506
COURTYARD STONEWORK AND CONCRETE PLANTER 2,542 452 2,090 2,090
SHAREPOINT MIGRATION PHASE II 4,840 2,501 2,339 2,339
LATITUDE 5531 LAPTOP DJH 2,544 1,908 636 636
OPTIPLEX 3000 DESKTOP JMS 920 690 230 230
YIPPEE PLATFORM V.2 174,996 81,111 93,885 93,885
DELL LATITUDE 5540 LAPTOP MBM 1,576 613 963 963
DELL LATITUDE 5540 LAPTOP SNP 1,576 613 963 963
DESKTOP 5000 DMG 971 593 378 378
LAPTOP 5530 AKE 1,820 1,113 707 707
LAPTOP 5530 GMD 1,820 1,113 707 707
NETWORK UPGRADE 5,883 1,961 3,922 3,922
YIPPEE PLATFORM V.3 229,558 45,912 183,646 183,646
HVAC CONTROL SYSTEM FOR ROOFTOP & 11 ZONES 24,500 0 24,500 24,500
ARCHITECT FEES 24,039 0 24,039 24,039
DELL LATITUDE 5540 LAPTOP CLM 1,576 0 1,576 1,576
DELL LATITUDE 5540 LAPTOP DMG 1,818 0 1,818 1,818
DELL LATITUDE 5540 NMM 1,819 0 1,819 1,819
DELL LATITUDE 5540 SMS 1,493 0 1,493 1,493
LAND 233,024 0 233,024 233,024
YIPPEE PLATFORM V.4 130,264 0 130,264 130,264


TY 2024 LegalFeesSchedule
Name:
BURTON D MORGAN FOUNDATION INC
EIN:
34-6598971
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 1,967 258   2,050


TY 2024 OtherAssetsSchedule
Name:
BURTON D MORGAN FOUNDATION INC
EIN:
34-6598971
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
457(B) PLAN INVESTMENTS 110,058 161,358 161,358


TY 2024 OtherExpensesSchedule
Name:
BURTON D MORGAN FOUNDATION INC
EIN:
34-6598971
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DIRECT PROGRAM EXPENSE 1,234,426 0   1,227,274
OFFICE SERVICES 86,225 11,304   76,065
MAINTENANCE 50,611 6,635   41,988
INSURANCE 36,922 4,840   32,082
DUES & SUBSCRIPTIONS 18,682 2,449   17,804
OFFICE SUPPLIES 9,311 1,221   8,090
MISCELLANEOUS EXPENSE 2,951 387   2,248
WEBSITE 10,950 1,436   9,514


TY 2024 OtherIncomeSchedule2
Name:
BURTON D MORGAN FOUNDATION INC
EIN:
34-6598971
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME 318,392 -72,042 318,392
CLASS ACTION SETTLEMENTS 1,457 1,457 1,457
LESS: UBI ACTIVITY FROM PASSTHROUGHS   -184,438  


TY 2024 OtherIncreasesSchedule
Name:
BURTON D MORGAN FOUNDATION INC
EIN:
34-6598971
Description Amount
UNREALIZED GAINS 11,991,249


TY 2024 OtherLiabilitiesSchedule
Name:
BURTON D MORGAN FOUNDATION INC
EIN:
34-6598971
Description Beginning of Year - Book Value End of Year - Book Value
457(B) PLAN LIABILITIES 110,058 161,358


TY 2024 OtherProfessionalFeesSchedule
Name:
BURTON D MORGAN FOUNDATION INC
EIN:
34-6598971
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 26,770 3,510   18,937
CUSTODIAL FEES 37,291 37,291   0
HARRISON STREET FEES 58,593 58,593   0
HIG FEES - 2016 67,208 67,208   0
HIG FEES - 2020 (LUXEMBOURG) 553,465 553,465   0
INVESTMENT MANAGEMENT FEES 300,355 300,355   0
INVESTMENT CONSULTING FEES 111,625 111,625   0


TY 2024 TaxesSchedule
Name:
BURTON D MORGAN FOUNDATION INC
EIN:
34-6598971
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 131,000 0   0