Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
The Morgridge Family Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

26-2336633
B Telephone number (see instructions)

(800) 839-1754
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$343,413,954J 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 460,222 460,222  
4 Dividends and interest from securities... 3,056,503 3,056,503  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 14,871,774
b Gross sales price for all assets on line 6a 88,858,132
7 Capital gain net income (from Part IV, line 2)... 13,399,498
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
606,937 757,342 50,138
12 Total. Add lines 1 through 11........ 18,995,436 17,673,565 50,138
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 160,000     160,000
14 Other employee salaries and wages...... 764,382     764,382
15 Pension plans, employee benefits....... 328,849     328,849
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
30,810 0 0 30,810
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,837,512 2,775,838   61,674
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
182,047 17,446    
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
240,946   0
20 Occupancy.............. 119,948     119,948
21 Travel, conferences, and meetings....... 329,947 1,387   328,560
22 Printing and publications.......... 26,525     26,525
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,374,441 870,862 138 347,057
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,395,407 3,665,533 138 2,167,805
25 Contributions, gifts, grants paid....... 13,046,742 13,046,292
26 Total expenses and disbursements. Add lines 24 and 25 19,442,149 3,665,533 138 15,214,097
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -446,713
b Net investment income (if negative, enter -0-) 14,008,032
c Adjusted net income (if negative, enter -0-)... 50,000
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 16,068,875 14,865,000 14,865,000
3 Accounts receivable right arrow4,132
Less: allowance for doubtful accounts right arrow     4,132 4,132
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 arrow1,300,000
Less: allowance for doubtful accounts right arrow     Click to see attachment
List of Attached Documents:
// Content
1,300,000 		1,300,000
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 5,505,590 Click to see attachment
List of Attached Documents:
// Content
2,795,942 		2,803,849
b Investments—corporate stock (attach schedule)....... 115,517,639 Click to see attachment
List of Attached Documents:
// Content
107,099,531 		142,753,422
c Investments—corporate bonds (attach schedule)....... 3,683,720 Click to see attachment
List of Attached Documents:
// Content
6,912,578 		6,977,053
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).......... 90,059,617 Click to see attachment
List of Attached Documents:
// Content
98,381,180 		159,530,557
14 Land, buildings, and equipment: basis right arrow8,856,795
Less: accumulated depreciation (attach schedule) right arrow1,249,376 7,762,082 Click to see attachment
List of Attached Documents:
// Content
7,607,419 		10,232,441
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
5,747,500 		Click to see attachment
List of Attached Documents:
// Content
4,947,500 		Click to see attachment
List of Attached Documents:
// Content
4,947,500
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 244,345,023 243,913,282 343,413,954
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
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
71,999 		Click to see attachment
List of Attached Documents:
// Content
81,453
23 Total liabilities (add lines 17 through 22)......... 71,999 81,453
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 244,273,024 243,831,829
29 Total net assets or fund balances (see instructions)..... 244,273,024 243,831,829
30 Total liabilities and net assets/fund balances (see instructions). 244,345,023 243,913,282
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
244,273,024
2
Enter amount from Part I, line 27a .....................
2
-446,713
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
7,950
4
Add lines 1, 2, and 3 ..........................
4
243,834,261
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,432
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
243,831,829
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 Passthrough K1 Capital Gain/(Loss)      
c BLACKSTONE RE INCOME TRUST INC CLASS D P 2024-01-02 2024-06-05
d FURNITURE - 455 S. PIERCE STREET P 2019-07-24 2024-10-31
e FURNITURE - CABINETS (AMHERST) P 2014-12-30 2024-10-31
FURNITURE - MAIN OFFICE (AMHERST) P 2018-11-16 2024-10-31
(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 84,858,974   77,838,130 7,020,844
b       5,736,198
c 3,999,158   3,291,586 707,572
d     1,562 -1,562
e     0 0
    63,554 -63,554
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       7,020,844
b        
c       707,572
d       -1,562
e       0
      -63,554
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 13,399,498
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) 1 194,712
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  
3 Add lines 1 and 2........................... 3 194,712
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 194,712
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 223,880
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 223,880
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 29,168
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow29,168 Refundedright arrow 11  
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrowCO
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowwww.morgridgefamilyfoundation.org
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
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)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Carrie Morgridge VP, Dir
40.0 		40,000 37,509 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
John Conrad Morgridge Dir
30.0 		40,000 27,546 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
John D Morgridge Pres, Dir
30.0 		40,000 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Michelle N Morgridge Dir
30.0 		40,000 28,213 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
JOHN FARNAM Managing Director
40.0 		241,428 45,763  
4242 East Amherst Avenue
Denver,CO80222
Barbara Brooks DIR OF PUB & COMM
40.0 		152,201 37,165  
4242 EAST AMHERST AVE
DENVER,CO80222
ASHLEY GALLEGOS PROGRAM MANAGER
40.0 		108,815 28,935  
4242 EAST AMHERST AVE
DENVER,CO80222
ELISABETH WILSON SR IMPACT ANALYST
40.0 		97,995 13,924  
4242 EAST AMHERST AVE
DENVER,CO80222
EMMA J SPOFFORD Executive Assistant
40.0 		92,943 29,152  
4242 EAST AMHERST AVE
Denver,CO80222
Total number of other employees paid over $50,000...................right arrow 100
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
General Atlantic Service Company Investment Mgmt 1,934,735
600 Steamboat Rd Ste 105
GREENWICH,CT06830
Di Ianni & Associates Investment Mgmt 841,103
301 e hopkins ave ste 301
ASPEN,CO81611
Foundation source administrative 190,000
55 walls drive
FAIRFIELD,CT06824
Kahn Construction Corp Construction 82,711
7310 s Alton Way
CENTENNIAL,CO80112
Total number of others receiving over $50,000 for professional services.............right arrow  
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 MORGRIDGE ACCELERATION PROGRAM - SEE GENERAL EXPLANATION ATTACHMENT 171,347
2 BOOK PUBLISHING - SEE GENERAL EXPLANATION ATTACHMENT 74,629
3 BOOK DISTRIBUTION - SEE GENERAL EXPLANATION ATTACHMENT 249
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 CROSSPURPOSE: LOW-INTEREST LOAN TO PUBLIC CHARITY TO SUPPLEMENT OPERATING EXPENSES, INCLUDING STAFFING AND INTRODUCTION OF A FINANCIAL PLANNING TOOL. 500,000
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow500,000
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
151,340,774
b
Average of monthly cash balances.......................
1b
12,453,045
c
Fair market value of all other assets (see instructions)................
1c
147,874,785
d
Total (add lines 1a, b, and c).........................
1d
311,668,604
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
311,668,604
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
4,675,029
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
306,993,575
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
15,349,679
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
15,349,679
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
194,712
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
49,099
c
Add lines 2a and 2b............................
2c
243,811
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
15,105,868
4
Recoveries of amounts treated as qualifying distributions................
4
1,307,500
5
Add lines 3 and 4............................
5
16,413,368
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
16,413,368
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
15,214,097
b
Program-related investments—total from Part VIII-B..................
1b
500,000
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
151,400
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
15,865,497
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 16,413,368
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 5,819,147
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 15,865,497
a Applied to 2023, but not more than line 2a 5,819,147
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 10,046,350
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		6,367,018
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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 0
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).)
NONE
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.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

A PRECIOUS CHILD INC

7051 W 118TH AVE
BROOMFIELD,CO80020 		N/A PC General & Unrestricted 560

ACCION INTERNATIONAL

1101 15TH ST NW
WASHINGTON,DC20005 		N/A PC General & Unrestricted 926

ACHIEVEABILITY

5901 MARKET ST STE 410
PHILADELPHIA,PA19139 		N/A PC General & Unrestricted 401

ACTION FOR HEALTHY KIDS INC

600 W VAN BUREN ST STE 720
CHICAGO,IL60607 		N/A PC General Support for implementation of the FY25-FY27 Strategic Plan 50,000

ADVENTURE CYCLING ASSOCIATION

150 E PINE ST
MISSOULA,MT59802 		N/A PC General & Unrestricted 519

ALLIANCE FOR CHOICE IN EDUCATION

5251 DTC PKWY STE 300
GREENWOOD VILLAGE,CO80111 		N/A PC General & Unrestricted 250,000

ALTA VISTA CENTER FOR AUTISM

2001 HOYT ST
LAKEWOOD,CO80215 		N/A PC Public Affairs investment to increase fund raising capacity 30,000

ALTA VISTA CENTER FOR AUTISM

2001 HOYT ST
LAKEWOOD,CO80215 		N/A PC Firefly Autism Sensory Gym Installation & Playground upgrades 35,000

ALTA VISTA CENTER FOR AUTISM

2001 HOYT ST
LAKEWOOD,CO80215 		N/A PC General & Unrestricted 12,500

AMERICAN RIVERS INC

1101 14TH ST NW STE 1400
WASHINGTON,DC20005 		N/A PC MAP Fellowship Support 6,400

AMERICAN RIVERS INC

1101 14TH ST NW STE 1400
WASHINGTON,DC20005 		N/A PC General & Unrestricted 1,660

ARIZONA STATE UNIVERSITY

PO BOX 870412
TEMPE,AZ85287 		N/A GOV General & Unrestricted 794

ARIZONA STATE UNIVERSITY FOUNDATION

555 N CENTRAL AVE STE 500
PHOENIX,AZ85004 		N/A PC MAP Fellowship Support 6,250

ARIZONA STATE UNIVERSITY FOUNDATION

555 N CENTRAL AVE STE 500
PHOENIX,AZ85004 		N/A PC Agent Learner Initiative 200,000

ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMER

PO BOX 2260
TEMPE,AZ85281 		N/A PC Expanding learning opportunities and success for Florida high school students 250,777

ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMER

555 N CENTRAL AVE SUITE 302
PHOENIX,AZ85004 		N/A PC General & Unrestricted 884

ARRUPE JESUIT HIGH SCHOOL

4343 UTICA ST
DENVER,CO80212 		N/A PC Student Support Foundation Clubs 2,000

ARTS COUNCIL OF BIG SKY

PO BOX 160308
BIG SKY,MT59716 		N/A PC Leadership Circle 10,000

ASSOCIATION OF FUNDRAISING PROFESSIONALS

PO BOX 24745
DENVER,CO80224 		N/A PC National Philanthropy Day in Colorado 20,000

ATTENTION INC

1440 PINE ST STE B
BOULDER,CO80302 		N/A PC TGTHR Child Welfare ExA 55,000

BLUFF LAKE NATURE CENTER

4760 OAKLAND ST STE 200
DENVER,CO80239 		N/A PC General & Unrestricted 25,000

BREAKTHROUGH ALLIANCE OF COLORADO INC

1766 W 46TH AVE PO BOX 11146
DENVER,CO80211 		N/A PC Reentry Catalyst for Beacon Prison 35,000

BRIDGEWATER COLLEGE

402 E COLLEGE ST
BRIDGEWATER,VA22812 		N/A PC Student Support Foundation Clubs 4,000

BRILLIANT DETROIT

5675 LARKINS ST
DETROIT,MI48210 		N/A PC General & Unrestricted 1,094

BROOKLYN COMMUNITY FOUNDATION

80 HANSON PL 5TH FL
BROOKLYN,NY11217 		N/A PC General & Unrestricted 2,005

BROOKLYN COMMUNITY FOUNDATION

80 HANSON PL 5TH FL
BROOKLYN,NY11217 		N/A PC MAP Fellowship Support 6,400

CANCER RESEARCH INSTITUTE INC

29 BROADWAY 4TH FL
NEW YORK,NY10006 		N/A PC support the research and science of the institute 20,000

CENTRAL CITY OPERA HOUSE ASSOCIATION

4875 WARD RD STE 100
WHEAT RIDGE,CO80033 		N/A PC General & Unrestricted 500

CHANGE PLEASE USA INC

1209 N ORANGE ST
WILMINGTON,DE19801 		N/A PC support the expansion of Change Please to Denver / Aurora 100,000

COBBLED STREETS - HELPING HOMELESS AND FOSTER KIDS

7360 W 28TH AVE
WHEAT RIDGE,CO80033 		N/A PC General & Unrestricted 9,000

COLORADO FALLEN FIREFIGHTERS FOUNDATION

PO BOX 521
EASTLAKE,CO80614 		N/A PC General & Unrestricted 200

COLORADO MOUNTAIN COLLEGE FOUNDATION INC

802 GRAND AVE
GLENWOOD SPGS,CO81601 		N/A PC General & Unrestricted 52,510

COLORADO MOUNTAIN COLLEGE FOUNDATION INC

802 GRAND AVE
GLENWOOD SPGS,CO81601 		N/A PC Aspen Teaching Kitchen 250,000

COLORADO MOUNTAIN COLLEGE FOUNDATION INC

802 GRAND AVE
GLENWOOD SPGS,CO81601 		N/A PC establish the Morgridge Commons Mid-Valley where the community can meet and the College will convene programming 350,000

COLORADO OPEN LANDS

1546 COLE BLVD STE 200
LAKEWOOD,CO80401 		N/A PC General & Unrestricted 35,000

COLORADO STATE FIRE FIGHTERS FOUNDATION

PO BOX 1929
STERLING,CO80751 		N/A PC General & Unrestricted 200

COLORADO STATE UNIVERSITY

6003 CAMPUS DELIVERY
FORT COLLINS,CO80523 		N/A GOV General & Unrestricted 308

COLORADO STATE UNIVERSITY FOUNDATION

PO BOX 1870
FORT COLLINS,CO80522 		N/A PC support the programming and development of the CSU Spur Campus 1,000,000

COMMIT FOUNDATION

280 WEST KAGY BLVD STE D313
BOZEMAN,MT59715 		N/A PC General & Unrestricted 2,153

COMMIT FOUNDATION

280 WEST KAGY BLVD STE D313
BOZEMAN,MT59715 		N/A PC MAP Fellowship Support 6,400

COMMUNITY FOUNDATION MARTIN ST LUCIE INC

851 SE MONTEREY COMMONS BLVD
STUART,FL34996 		N/A PC General & Unrestricted 1,031

COMMUNITY FOUNDATION OF THE OZARKS INC

PO BOX 8960
SPRINGFIELD,MO65801 		N/A PC General & Unrestricted 515

CONSERVATION NATION

1717 K ST NW STE 900
WASHINGTON,DC20006 		N/A PC General & Unrestricted 448

CRAIG HOSPITAL FOUNDATION

PO BOX 17671
DENVER,CO80217 		N/A SO I MAP Fellowship Support 6,400

CRAIG HOSPITAL FOUNDATION

PO BOX 17671
DENVER,CO80217 		N/A SO I General & Unrestricted 591

DENVER ART MUSEUM INC

100 W 14TH AVE PKWY
DENVER,CO80204 		N/A PC General & Unrestricted 5,000

DENVER BIENNIAL OF THE AMERICAS CORPORATION

1550 WEWATTA ST STE 950
DENVER,CO80202 		N/A PC support the cultural, business, and education exchange between Colorado and Costa Rica 6,500

DENVER BOTANIC GARDEN INC

909 YORK ST
DENVER,CO80206 		N/A PC General & Unrestricted 5,000

DENVER CENTER FOR THE PERFORMING ARTS

1101 13TH ST
DENVER,CO80204 		N/A PC General & Unrestricted 507

DENVER CENTER FOR THE PERFORMING ARTS

1101 13TH ST
DENVER,CO80204 		N/A PC 2024 & 2025 Shakespeare in the Parking Lot Presenting sponsor 50,000

DENVER METRO CHAMBER LEADERSHIP FOUNDATION

1445 MARKET ST
DENVER,CO80202 		N/A PC General & Unrestricted 5,000

DENVER MONTESSORI SOCIETY

1460 S HOLLY ST
DENVER,CO80222 		N/A PC General & Unrestricted 2,036

DENVER SCHOOL OF SCIENCE AND TECHNOLOGY INC

730 COLORADO BLVD UNIT 200
DENVER,CO80206 		N/A PC Physics in a box for DSST across all 7th grade classrooms 260,000

DETROIT JUSTICE CENTER

1420 WASHINGTON BLVD STE 301
DETROIT,MI48226 		N/A PC General & Unrestricted 2,196

DETROIT JUSTICE CENTER

1420 WASHINGTON BLVD STE 301
DETROIT,MI48226 		N/A PC MAP Fellowship Support 6,475

DUNNELLON HIGH SCHOOL

10055 SW 180 AVE RD
DUNNELLON,FL34432 		N/A GOV Student Support Foundation Clubs 4,000

ENVIRONMENTAL DEFENSE INCORPORATED

2060 BROADWAY ST STE 300
BOULDER,CO80302 		N/A PC General & Unrestricted 52

ETHICAL FAMILY BUILDING

140 S LAKE AVE STE 348
PASADENA,CA91101 		N/A PC Child welfare ExA as part of MFF Child Welfare initiative to eliminate child brokering in adoptions 55,000

FAMILY REACH FOUNDATION

142 BERKELEY ST STE 310
BOSTON,MA02116 		N/A PC Family Reach's Financial Resource Center serving families living with cancer 250,000

FIRST PLACE FOR YOUTH

426 17TH ST STE 100
OAKLAND,CA94612 		N/A PC First Place for Youth National Expansion to deliver wrap around services for foster youth 50,000

FLORIDA OCEANOGRAPHIC SOCIETY INC

890 NE OCEAN BLVD
STUART,FL34996 		N/A PC General & Unrestricted 500

FOUNDATION FOR DUBUQUE PUBLIC SCHOOLS

700 LOCUST ST STE 195
DUBUQUE,IA52001 		N/A PC Hempstead SSF - Student Support Foundation Clubs 4,000

FOUNDATION FOR DUBUQUE PUBLIC SCHOOLS

700 LOCUST ST STE 195
DUBUQUE,IA52001 		N/A PC Dubuque Senior High School - Student Support Found 4,000

FRIENDS OF SOLIDAFRICA INC

7252 HWY 319
BARTOW,GA30413 		N/A PC support technology needs through smart boards needed to improve meal delivery to those hospitalized or incarcerated 25,000

FRIENDS OF THE CORNELL LAB OF ORNITHOLOGY INC

P H BARTELS 400 ATLANTIC ST 4TH FL
STAMFORD,CT06901 		N/A SO I General & Unrestricted 250

FUTURE FORWARD INSTITUTE INC

867 BOYLSTON ST 5TH FL STE 2120
BOSTON,MA02116 		N/A PC General & Unrestricted 1,010

GETTING OUT AND STAYING OUT INC

PO BOX 1168
NEW YORK,NY10035 		N/A PC General & Unrestricted 409

GIRL SCOUTS OF COLORADO

1485 S COLORADO BLVD STE 210
DENVER,CO80222 		N/A PC General & Unrestricted 18,000

GLOBAL CONSERVATION CORPS INC

175 LANEY CT
MCDONOUGH,GA30252 		N/A PC General & Unrestricted 128,600

GLOBAL LIVINGSTON INSTITUTE

1031 33RD ST STE 235
DENVER,CO80205 		N/A PC General & Unrestricted 400

GREENLIGHT FUND INC

50 MILK ST 16TH FLOOR
BOSTON,MA02109 		N/A PC launch Denver GreenLight Fund 100,000

GUITARS OVER GUNS OPERATION INC

2916 N MIAMI AVE FLOOR 6 OFC 602
MIAMI,FL33127 		N/A PC General & Unrestricted 518

HAMOT HEALTH FOUNDATION

302 FRENCH ST
ERIE,PA16507 		N/A SO II General & Unrestricted 1,754

HAMOT HEALTH FOUNDATION

302 FRENCH ST
ERIE,PA16507 		N/A SO II MAP Fellowship Support 6,400

HEARTLAND FORWARD

702 SE 5TH ST STE 48
BENTONVILLE,AR72712 		N/A PC Community Growth Program and Toolkit 25,000

IMAGINE WORLDWIDE

1080 EDGEWOOD AVE
MILL VALLEY,CA94941 		N/A PC Accelerate Foundational Learning Across Sub-Sahara 25,000

IMPACT 100 METRODENVER

PO BOX 6416
DENVER,CO80206 		N/A PC support the grant making efforts of this chapter for the public benefit 2,300

IMPACT 100 METRODENVER

PO BOX 6416
DENVER,CO80206 		N/A PC General & Unrestricted 2,381

IMPACT 100 OF INDIAN RIVER COUNTY INC

PO BOX 643425
VERO BEACH,FL32964 		N/A PC General & Unrestricted 1,137

IMPACT 100 OF NORTHWEST FLORIDA INC

PO BOX 4266
FT WALTON BCH,FL32549 		N/A PC General & Unrestricted 1,030

IMPACT 100 PALM BEACH COUNTY INC

261 NW 13TH ST
BOCA RATON,FL33432 		N/A PC General & Unrestricted 1,135

IMPACT 100 PENSACOLA BAY AREA INC

PO BOX 13304
PENSACOLA,FL32591 		N/A PC General & Unrestricted 1,031

IMPACT 100 SRQ INC

PO BOX 49887
SARASOTA,FL34230 		N/A PC General & Unrestricted 1,030

IMPACT100 MARTIN INC

11718 SE FEDERAL HWY 440
HOBE SOUND,FL33455 		N/A PC General & Unrestricted 1,137

INTERCOMMUNITY JUSTICE AND PEACE CENTER

215 E 14TH ST
CINCINNATI,OH45202 		N/A PC General & Unrestricted 281

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCA

1120 20TH ST NW STE 520S
WASHINGTON,DC20036 		N/A PC General & Unrestricted 1,510

LA FOLLETTE HIGH SCHOOL

702 PFLAUM RD
MADISON,WI53716 		N/A GOV Student Support Foundation Clubs 4,000

MADISON WEST HIGH SCHOOL

30 ASH ST
MADISON,WI53726 		N/A PC Madison West High School Dream Big Project of a school mural 10,000

MAGEE-WOMENS RESEARCH INSTITUTE AND FOUNDATION

3240 CRAFT PL STE 100
PITTSBURGH,PA15213 		N/A PC Advancing Women's Health Through a Culture-Driven Fundraising Collaboration 175,000

MARICOPA COUNTY COMMUNITY COLLEGE DISTRICT FOUNDAT

2419 W 14TH ST
TEMPE,AZ85281 		N/A PC Student Support Foundation Clubs 4,000

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

600 MEMORIAL DR W98-200
CAMBRIDGE,MA02139 		N/A PC to support the work of WeeLog, an MIT Solve portfolio partner 10,000

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

600 MEMORIAL DR W98-200
CAMBRIDGE,MA02139 		N/A PC in support of the MIT Solve vision to harness the power of AI and to create the Morgridge Family Foundation AI Prize 150,000

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

600 MEMORIAL DR W98-200
CAMBRIDGE,MA02139 		N/A PC General & Unrestricted 398

MERIT AMERICA

712 H ST NE SUITE 1560
WASHINGTON,DC20002 		N/A PC General & Unrestricted 1,715

MERIT AMERICA

712 H ST NE SUITE 1560
WASHINGTON,DC20002 		N/A PC MAP Fellowship Support 6,400

METROPOLITAN STATE UNIVERSITY OF DENVER FOUNDATION

PO BOX 173362
DENVER,CO80217 		N/A PC Classroom to Career Hub Capital Initiative and the Morgridge Peer Mentoring Program 500,000

MILE HIGH UNITED WAY INC

711 PARK AVE W
DENVER,CO80205 		N/A PC Advocacy Investment 35,000

MILE HIGH UNITED WAY INC

711 PARK AVE W
DENVER,CO80205 		N/A PC MFF Colorado Impact Fellows OCY&F 290,500

MILE HIGH UNITED WAY INC

711 PARK AVE W
DENVER,CO80205 		N/A PC Colorado Connections Project 30,000

MINDSPARK LEARNING

13949 W COLFAX AVE STE 200
LAKEWOOD,CO80401 		N/A PC support the mission and work of the organization 1,500,000

MINDSPARK LEARNING

13949 W COLFAX AVE STE 200
LAKEWOOD,CO80401 		N/A PC General & Unrestricted 500,462

MONTANA COMMUNITY FOUNDATION INC

PO BOX 1145
HELENA,MT59624 		N/A PC support the Funders for Thriving Communities Donor Table Fund for 2024 plus funds for meeting expenses 16,250

MOONSHOT EDVENTURES

3840 N YORK ST STE 145
DENVER,CO80205 		N/A PC General & Unrestricted 50,000

MUHAMMAD ALI MUSEUM AND EDUCATION

144 N 6TH ST
LOUISVILLE,KY40202 		N/A PC Muhammad Ali Index on Civility and Compassion 105,000

MYRIAD USA INC

551 FIFTH AVE SUITE 2400
NEW YORK,NY10176 		N/A PC Cowtribe 10,500

NATIONAL COUNCIL FOR ADOPTION

431 N LEE ST
ALEXANDRIA,VA22314 		N/A PC support open access for the agency to publish research on birth mother motivations for adoption 3,450

NATIONAL COUNCIL FOR ADOPTION

431 N LEE ST
ALEXANDRIA,VA22314 		N/A PC The Morgridge Research Scholar: Toward Transformational Change in Adoption Services 55,000

NATIONAL JEWISH HEALTH

1400 JACKSON ST
DENVER,CO80206 		N/A PC General & Unrestricted 74,500

NEW PROFIT INC

99 BEDFORD ST STE 500
BOSTON,MA02111 		N/A PC General & Unrestricted 1,375

OLYMPIA HIGH SCHOOL

4301 S APOPKA-VINELAND RD
ORLANDO,FL32835 		N/A GOV Student Support Foundation Clubs 4,000

PETFINDER FOUNDATION

12995 N ORACLE RD STE 141-143
TUCSON,AZ85739 		N/A PC General & Unrestricted 260

PLACE OF HOPE INC

9078 ISAIAH LN
WEST PALM BCH,FL33418 		N/A PC Place of Hope Stuart Campus - Morgridge Family Outreach Center 500,000

PLYMOUTH STATE UNIVERSITY

17 HIGH ST MSC 50
PLYMOUTH,NH03264 		N/A PC support the programming of the Morgridge Family Foundation Human Performance Lab 125,000

PLYMOUTH STATE UNIVERSITY

17 HIGH ST MSC 50
PLYMOUTH,NH03264 		N/A PC Student Support Foundation Clubs 4,000

PLYMOUTH STATE UNIVERSITY

17 HIGH ST MSC 50
PLYMOUTH,NH03264 		N/A PC General & Unrestricted 1,656

PROJECT DRAWDOWN

PO BOX 25402
NEW YORK,NY10087 		N/A PC General & Unrestricted 1,229

PUBLIC KNOWLEDGE

1818 N ST NW
WASHINGTON,DC20036 		N/A PC General & Unrestricted 2,821

PUBLIC KNOWLEDGE

1818 N ST NW
WASHINGTON,DC20036 		N/A PC MAP Fellowship Support 6,460

REACH UNIVERSITY

1221 PRESERVATION PARK WAY STE 100
OAKLAND,CA94612 		N/A PC support the creation and expansion of the National Center for the Apprenticeship Degree 500,000

REAL LIFE COLORADO

4000 S WADSWORTH BLVD
LITTLETON,CO80123 		N/A PC Real Life Colorado Research Plan 20,000

RESTORATION CHRISTIAN MINISTRIES

15640 E 6TH AVE
AURORA,CO80011 		N/A PC General & Unrestricted 1,200

ROLLINS COLLEGE

PO BOX 85001 DEPT 9921
ORLANDO,FL32885 		N/A PC Student Support Foundation Clubs 4,000

ROSE COMMUNITY FOUNDATION

4500 CHERRY CREEK DR S STE 900
DENVER,CO80246 		N/A PC support the Newcomer's Fund in response to the influx of immigrants 25,000

SAFEHOUSE DENVER INC

1649 N DOWNING ST
DENVER,CO80218 		N/A PC General & Unrestricted 5,000

SAFESPACE INC

612 SE DIXIE HWY
STUART,FL34994 		N/A PC support the mission and work of the organization serving individuals in Martin County, FL 5,000

SAILFISH POINT FOUNDATION INC

2201 SE SAILFISH POINT BLVD
STUART,FL34996 		N/A PC in support of the Foundation's philanthropic purpose/investments 25,000

SHEDD AQUARIUM SOCIETY

29017 NETWORK PL
CHICAGO,IL60673 		N/A PC General & Unrestricted 41,539

SHEDD AQUARIUM SOCIETY

29017 NETWORK PL
CHICAGO,IL60673 		N/A PC Dive Deeper Campaign and to fund educational spaces defined through the Centennial Commitment, inclusive of capital and constructions. Education spaces will include a new Learning Commons, Aquatic Education Wing and Marine Munchroom (student lunchroom), and programmatic areas within the aquarium's Main Foyer 2,500,000

SOUTHERN NEW HAMPSHIRE UNIVERSITY

2500 N RIVER RD
MANCHESTER,NH03106 		N/A PC SETA Challenge Cup prize 1,500

SOUTHERN NEW HAMPSHIRE UNIVERSITY

2500 N RIVER RD
MANCHESTER,NH03106 		N/A PC support the creation of the Human Systems Initiative at the University 250,000

ST VRAIN VALLEY SCHOOL DISTRICT

395 SOUTH PRATT PKWY
LONGMONT,CO80501 		N/A PC support the expansion of the Innovation Center and to provide funding for the programs within the Center 400,000

STETSON UNIVERSITY INC

421 N WOODLAND BLVD
DELAND,FL32723 		N/A PC Student Support Foundation Clubs 4,000

THE ASPEN INSTITUTE

1000 NORTH THIRD ST
ASPEN,CO81611 		N/A PC General & Unrestricted 672

THE ASPEN INSTITUTE INC

2300 N ST NW STE 700
WASHINGTON,DC20037 		N/A PC MAP Fellowship Support for Aspen Digital 6,400

THE BUILDING FOR KIDS INC

100 E COLLEGE AVE
APPLETON,WI54911 		N/A PC General & Unrestricted 25,000

THE CLIMATE INITIATIVE

PO BOX 7004
CAPE PORPOISE,ME04014 		N/A PC MAP Fellowship Support 6,400

THE CLIMATE INITIATIVE

PO BOX 7004
CAPE PORPOISE,ME04014 		N/A PC General & Unrestricted 2,851

THE DRAPER RICHARDS KAPLAN FOUNDATION

1600 EL CAMINO REAL STE 155
MENLO PARK,CA94025 		N/A PC Fund IV ? General Support 200,000

THE GLOBAL ORPHAN PROJECT INC

3161 WYANDOTTE ST
KANSAS CITY,MO64111 		N/A PC General & Unrestricted 2,673

TIGER WOODS FOUNDATION INC

15440 LAGUNA CANYON RD STE 230
IRVINE,CA92618 		N/A PC General & Unrestricted 725

TOWN OF PALM BEACH UNITED WAY INC

44 COCOANUT ROW STE 201
PALM BEACH,FL33480 		N/A PC General & Unrestricted 2,200

TREASURE COAST FOOD BANK INCORPORATED

401 ANGLE RD
FORT PIERCE,FL34947 		N/A PC General & Unrestricted 10,000

TRINITY LUTHERAN CHURCH

17750 KNOLLWOOD DR
MONUMENT,CO80132 		N/A PC General & Unrestricted 10,000

TRINITY LUTHERAN CHURCH

17750 KNOLLWOOD DR
MONUMENT,CO80132 		N/A PC Trinity Community Park 60,000

UNITED STATES OLYMPIC & PARALYMPIC COMMITTEE

1 OLYMPIC PLZ
COLORADO SPRINGS,CO80909 		N/A PC General & Unrestricted 750

UNITED STATES OLYMPIC AND PARALYMPIC FOUNDATION

1 OLYMPIC PLZ
COLORADO SPRINGS,CO80909 		N/A PC General & Unrestricted 150,000

UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC

12424 RESEARCH PKWY STE 250
ORLANDO,FL32826 		N/A PC Student Support Foundation Clubs 4,000

URBAN PEAK DENVER

1630 S ACOMA ST
DENVER,CO80223 		N/A PC Urban Peak Homelessness Services & Shelter 250,000

URBAN PEAK DENVER

1630 S ACOMA ST
DENVER,CO80223 		N/A PC General & Unrestricted 25,268

VEL PHILLIPS MEMORIAL HIGH SCHOOL

201 S GAMMON RD
MADISON,WI53717 		N/A PC Student Support Foundation Clubs 4,000

VETERANS COMMUNITY PROJECT

8900 TROOST AVE
KANSAS CITY,MO64131 		N/A PC Veterans Community Project of Longmont Capital Campaign 400,000

VETERANS COMMUNITY PROJECT

8900 TROOST AVE
KANSAS CITY,MO64131 		N/A PC General & Unrestricted 345

WILSONHAUS RESCUE INC

1537 GEORGE ST
APPLETON,WI54915 		N/A PC General & Unrestricted 511

YELLOWSTONE CLUB COMMUNITY FOUNDATION

1111 RESEARCH DR STE B
BOZEMAN,MT59718 		N/A PC In support of the philanthropy of the Yellowstone Club Community Foundation 10,000

ZORAS HOUSE INC

1311 SUMMIT ST
COLUMBUS,OH43201 		N/A PC MAP Fellowship Support 6,400

ZORAS HOUSE INC

1311 SUMMIT ST
COLUMBUS,OH43201 		N/A PC General & Unrestricted 1,377

ZORAS HOUSE INC

1311 SUMMIT ST
COLUMBUS,OH43201 		N/A PC to support MAP Summit 7,500

impact 100 martin inc

11718 se federal hwy 440
hobe sound,FL33455 		n/a PC general & unrestricted 450
Total .................................right arrow 3a 13,046,742
bApproved for future payment
Total ................................. right arrow 3b  
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 ........... 		    14 460,222  
4 Dividends and interest from securities ....     14 3,056,503  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		525990 1,472,276 18 13,399,498  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 Inc/Loss 		525990 -150,742 14 698,592  
bCLASS ACTION LAWSUIT PROCEEDS     18 8,949  
cINTEREST INCOME FROM PRI         50,000
dBOOK SALES         138
e
12 Subtotal. Add columns (b), (d), and (e) .. 1,321,534 17,623,764 50,138
13Total. Add line 12, columns (b), (d), and (e)..................
13
18,995,436
(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.)
11 Book sales: Income received from sales of "Every Gift Matters"Spirit of the Trail" - see attachment to Part VIII-A for a description of this direct charitable activity. Interest Income from PRI: Income received from loan to Merit America to enable the organization to carry out programs designed to assist individuals lacking a college degree to enter higher paying careers by gaining skills and knowledge specified as necessary by a pool of employers or potential employers.
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

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

TY 2024 DepreciationSchedule
Name:
The Morgridge Family Foundation
EIN:
26-2336633
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
BLDG - BELLAIRE 2021-03-08 359,984 25,383 SL 39 9,230   0  
BLDG IMP-BELLAIRE 2021-03-08 547,324 38,593 SL 39 14,034   0  
BLDG - AMHERST 2019-04-08 2,662,490 324,278 SL 39 68,269   0  
BLDG 455 S PIERCE 2017-09-11 840,196 136,439 SL 39 21,543   0  
BLDG IMP - AMHERST 2019-09-30 1,391,848 151,502 SL 39 35,688   0  
BLDG IMP - AMHERST 2022-12-31 12,707 326 SL 39 326   0  
BLDG IMP - AMHERST 2023-12-31 41,496 0 SL 39 1,064   0  
BLDG IMP - AMHERST 2024-02-12 83,931   SL 39 1,973   0  
BLDG IMP - PIERCE 2021-01-01 1,906,234 308,036 SL 39 48,878   0  
BLDG IMP - PIERCE 2022-12-31 37,573 963 SL 39 963   0  
BLDG IMP - PIERCE 2023-12-31 15,475 0 SL 39 397   0  
BLDG IMP - PIERCE 2024-02-28 55,756   SL 39 1,191   0  
EQUIP - AMHERST 2019-08-14 5,970 3,767 SL 7 853   0  
EQUIP - AMHERST 2019-07-31 15,741 9,851 SL 7 2,249   0  
LAND - BELLAIRE 2021-03-08 375,933   L       0  
LAND - AMHERST 2009-10-07 154,366   L       0  
LAND - PIERCE 2016-04-11 210,049   L       0  
LAND IMP - BELLAIR 2021-05-04 40,920 7,275 SL 15 2,728   0  
LAND IMP - BELLAIR 2022-12-31 8,779 585 SL 15 585   0  
LAND IMP - AMHERST 2009-10-07 25,435 7,491 SL 15 1,696   0  
LAND IMP - PIERCE 2022-12-31 31,544 12,046 SL 15 2,103   0  
LAND IMP - PIERCE 2017-09-26 8,384 3,494 SL 15 559   0  
BCI ONLINE COURSE 2019-10-14 12,948 3,668 SL 7 863      
FURN - AMHERST 2023-06-07 19,624 1,635 SL 7 2,336      
FURN - AMHERST 2023-09-06 15,362 732 SL 7 1,829      
FURN - AMHERST 2019-04-08 171,011 115,553 SL 7 20,358      
EQUIP - AMHERST 2024-06-11 5,212 0 SL 7 372      
LAND IMP - PIERCE 2024-08-13 1,400   SL 15 39      
FURN - PIERCE 2019-07-24 6,246 3,940 SL 7 744      
FURN - AMHERST 2014-01-01 3,735 3,735 SL 7        
BLDG IMP - AMHERST 2024-06-04 5,100   SL 39 76      

TY 2024 GeneralExplanationAttachment
Name:
The Morgridge Family Foundation
EIN:
26-2336633
Identifier Return Reference Explanation
Forms 926/8865 Forms 926/8865 THE FOUNDATION HAS PREPARED THESE FORMS TO THE BEST OF ITS ABILITY BASED ON THE LIMITED INFORMATION PROVIDED TO IT BY THE INVESTMENTS ON WHICH THE FOUNDATION IS REPORTING AND ON THE BASIS OF HAVING RECEIVED NO INFORMATION TO THE CONTRARY. ANY MISSING OR INCOMPLETE INFORMATION IS DUE TO THE FOUNDATION'S INABILITY TO OBTAIN SUCH INFORMATION AND IS NOT A WILLFUL ATTEMPT TO WITHHOLD SUCH INFORMATION.
Part I, ln 6a FORM 990-PF, PART I, LN 6A RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $13,399,498 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $1,472,276 TOTAL PART I, LINE 6A: $14,871,774 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRADED SECURITIES GROSS SALES PRICE: $84,858,974 BOOK BASIS: $77,838,130 NET GAIN/(LOSS): $7,020,844 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $5,736,198 SALES OF OTHER ITEMIZED ASSETS GROSS SALES PRICE: $3,999,158 BOOK BASIS: $3,356,702 NET GAIN/(LOSS): $642,456
Part VIII-A FORM 990-PF, PART VIII-A MORGRIDGE ACCELERATION PROGRAM: THE MORGRIDGE ACCELERATION PROGRAM (MAP) MATCHES EMERGING LEADERS WITH PUBLIC CHARITIES LOOKING TO CREATE LONG-TERM AND POSITIVE IMPACT. HARNESSING THE PASSION OF NON-PROFIT WORK, THE PROGRAM CULTIVATES TOMORROW'S LEADERS, CHALLENGING THEM TO THINK DIFFERENTLY, WORK STRATEGICALLY, AND INNOVATE SOLUTIONS THAT WILL BENEFIT THE COMMUNITIES SERVED BY THE LOCAL NON-PROFIT SECTOR FOR YEARS TO COME. THREE TO SIX TRUSTED NON-PROFITS PARTICIPATE IN EACH COHORT AND SELECT THE FELLOWS WITH WHOM THEY WILL WORK. INDIVIDUAL PARTICIPANTS COLLABORATE WITH THEIR PUBLIC CHARITY MENTORS TO WORK ON A GIVEN CHALLENGE AND CREATE SOLUTIONS. BOOK PUBLISHING: EVERY GIFT MATTERS: DURING 2014, THE FOUNDATION PRODUCED THE MANUSCRIPT FOR "EVERY GIFT MATTERS," A BOOK WRITTEN BY CARRIE MORGRIDGE TO ILLUSTRATE THE MORGRIDGES' PERSONAL EXPERIENCE WITH PHILANTHROPY AS A TOOL TO GUIDE OTHERS. BOOKS BEGAN TO BE SOLD IN 2015 AND ALL PROFITS GO DIRECTLY TO THE EVERY GIFT MATTERS FUND, A FUND DEDICATED TO HELPING PEOPLE TO FIND THEIR PASSION AND CHANGE THE WORLD. BOOK PUBLISHING: SPIRIT OF THE TRAIL: THE FOUNDATION PRODUCED THE MANUSCRIPT FOR THE "SPIRIT OF THE TRAIL," A BOOK WRITTEN BY CARRIE MORGRIDGE THAT USES CARRIE AND JOHN MORGRIDGE'S EXPERIENCE WHILE BIKING THE GREAT DIVIDE MOUNTAIN BIKE ROUTE TO HIGHLIGHT CONCEPTS AND PERSONAL TRAITS THAT ARE OF VITAL IMPORTANCE TO THE FOUNDATION'S PHILANTHROPIC MISSION AS A TOOL TO GUIDE OTHERS. BOOKS BEGAN TO BE SOLD IN 2018 AND ALL PROCEEDS FROM SALES OF THE BOOK ARE DONATED TO THE ADVENTURE CYCLING ASSOCIATION, A PUBLIC CHARITY, IN SUPPORT OF THE FOUNDATION'S ENDURING COMMITMENT TO HEALTH AND ENVIRONMENTAL CONSERVATION. BOOK PUBLISHING: COURAGE MONEY: CARRIE MORGRIDGE'S 3RD BOOK WHERE SHE WILL TRANSLATE THE LESSONS SHE HAS LEARNED ABOUT MAKING SUCCESSFUL GRANTS AND BUILDING DISRUPTIVE SYSTEMS TO CONNECT RESOURCES AND SOLVE SOCIETY'S BIGGEST PROBLEMS. THE WORKBOOK WILL CONTAIN CASE STUDIES ABOUT PAST MFF GRANTS. BOOK PUBLISHING: IMPACT 100: 2 BOOKS, "INVITATION TO IMPACTAN IMPACT 100 COFFEE TABLE BOOK, IN CONJUNCTION WITH WENDY STEELE, FOUNDER OF IMPACT 100. AN ENGAGING COMBINATION OF MEMOIR AND HOW-TO MANUAL DESIGNED TO EMPOWER WOMEN TO COMMIT TO PHILANTHROPY AND SCALE THEIR IMPACT BY JOINING A GLOBAL MOVEMENT OF WOMEN WHO START OR JOIN POWERFUL IMPACT100 GIVING CIRCLES IN THEIR COMMUNITIES. BOOK DISTRIBUTION: THE FOUNDATION ROUTINELY PURCHASES AND DISTRIBUTES-AT NO CHARGE-BOOKS ABOUT EDUCATION REFORM AND PHILANTHROPY TO PEOPLE IN ITS LOCAL COMMUNITY; ITS PARTNERS IN PHILANTHROPY; AND ATTENDEES AT FOUNDATION-SPONSORED EVENTS OR EVENTS AT WHICH CARRIE MORGRIDGE IS SPEAKING/LECTURING. THEY INCLUDE ZAPPOS CULTURE BOOK; DELIVERING HAPPINESS; ONE ROOM SCHOOLHOUSE; CAGE BUSTING; GENEROSITY NETWORK; GOOD TO GREAT; FLIP YOUR CLASSROOM; I GOT SCHOOLED; DAVID AND GOLIATH; PENCILS FOR PROMISE; AND OTHERS.
in-kind grants PART I LINE 25 AND PART XIV LINE 3A DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING VALUE OF BOOKS, KITCHEN & BATH ITEMS, PERSONAL CARE, AND FOOD PANTRY ITEMS: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $2,106 TOTAL BOOK VALUE OF PROPERTY: $2,106 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $2,106 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $450 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: Kitchen & Bath Items UNITS: 220 DATE OF DISTRIBUTION: 8/26/2024 GRANT RECIPIENT: PLYMOUTH STATE UNIVERSITY FMV OF PROPERTY: $366 BOOK VALUE OF PROPERTY: $366 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $366 DESCRIPTION OF PROPERTY: Personal Care UNITS: 4 DATE OF DISTRIBUTION: 8/26/2024 GRANT RECIPIENT: PLYMOUTH STATE UNIVERSITY FMV OF PROPERTY: $8 BOOK VALUE OF PROPERTY: $8 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $8 DESCRIPTION OF PROPERTY: Food Pantry Items UNITS: 103 DATE OF DISTRIBUTION: 8/26/2024 GRANT RECIPIENT: Plymouth State University FMV OF PROPERTY: $1,282 BOOK VALUE OF PROPERTY: $1,282 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $1,282 DESCRIPTION OF PROPERTY: EVERY GIFT MATTERS - BOOK UNITS: 90 DATE OF DISTRIBUTION: 11/7/2024 GRANT RECIPIENT: IMPACT100 MARTIN INC. FMV OF PROPERTY: $450 BOOK VALUE OF PROPERTY: $450 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $450
Parts I and XIV FORM 990-PF, PARTS I AND XIV TOTAL PART I, LINE 25, COLUMN (A) AND PART XIV, LINE 3A: $13,046,742 LESS AMOUNT NOT TREATED AS QUALIFYING DISTRIBUTION: $450 TOTAL PART I, LINE 25, COLUMN (D): $13,046,292

TY 2024 InvestmentsCorpBondsSchedule
Name:
The Morgridge Family Foundation
EIN:
26-2336633
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC - 3.600% - 05/14/20 94,678 95,603
AMERICAN EXPRESS CO NOTE - 4.4 118,247 118,673
ANTHEM INC NOTE - 2.250% - 05/ 116,518 119,042
APPLE INC - 1.650% - 02/08/203 118,135 120,372
ASTRAZENECA PLC NOTE - 3.375% 117,135 118,820
AT&T INC - 4.350% - 03/01/2029 118,212 119,421
AT&T, INC - 1.700% - 03/25/202 56,589 57,834
BANK NOVA SCOTIA - 5.650% - 02 118,074 118,171
BANK NOVA SCOTIA B CNOTE CALL 56,799 58,129
BP CAP MARKETS - 3.119% - 05/0 57,094 57,946
BRISTOL-MYERS SQUIBB CO - 2.95 117,392 118,453
BROADCOM INC - 4.150% - 02/15/ 58,473 58,018
CAPITAL ONE FINL CORP - 6.312% 56,695 56,803
CARMAX AUTO OWNER TR - 4.750% 85,374 85,892
CIGNA CORP - 2.400% - 03/15/20 117,931 119,877
CITIGROUP - 4.658% - 05/24/202 56,389 56,636
CITIGROUP INC NOTE - 6.270% - 116,297 116,348
COCA COLA CO NOTE CALL - 1.375 118,062 120,383
COMCAST CORP - 3.150% - 03/01/ 118,297 120,131
CVS CAREMARK CORP NOTE - 4.300 118,862 119,156
CVS HEALTH CORP - 5.400% - 06/ 56,588 56,026
DUKE ENERGY CORP - 3.150% - 08 116,950 119,088
ENERGY TRANSFER OPERATING LP N 94,979 96,253
ENTERPRISE PRODS OPER LLC - 2. 118,530 120,268
GENERAL DYNAMICS CORP NOTE - 3 117,411 118,440
GENERAL MLS INC - 4.200% - 04/ 118,190 119,460
GENERAL MTRS CO - 6.125% - 10/ 57,422 57,439
GILEAD - 3.500% - 02/01/2025 114,542 115,843
GOLDMAN SACHS GROUP INC NOTE - 56,719 57,874
GOLDMAN SACHS GROUP INC NOTE - 117,388 118,965
HCA 3.5% 09/01/2030 - 3.500% - 72,445 71,781
HELMERICH PAYNE - 4.450% - 09/ 58,160 57,703
INTEL CORP - 3.150% - 05/11/20 118,745 119,895
INTERCONTINENTAL EXCHANGE INC 75,908 76,629
JPMORGAN CHASE - 2.595% - 02/2 71,629 72,751
JPMORGAN CHASE - 5.571% - 04/2 14,318 14,239
JPMORGAN CHASE BK - 5.350% - 0 116,190 117,051
KROGER CO - 2.650% - 10/15/202 119,270 121,485
LOCKHEED MARTIN BOND - 3.550% 117,270 118,844
LOWES COS - 3.750% - 04/01/203 119,011 120,010
LOWES COS INC NOTE - 3.350% - 71,999 72,851
MASTERCARD INC - 3.300% - 03/2 119,128 120,915
MCDONALDS CORP - 5.200% - 05/1 117,894 117,236
MICRON TECHNOLOGY INC - 4.185% 56,676 57,178
MORGAN STANLEY - 3.625% - 01/2 62,093 62,842
MORGAN STANLEY - 6.630% - 11/0 122,728 119,401
NATIONAL RURAL - 4.800% - 03/1 76,851 77,138
ORACLE CORP - 5.800% - 11/10/2 56,462 56,556
ORACLE CORP NOTE - 3.250% - 11 115,820 118,286
PEPSICO INC - 2.625% - 07/29/2 118,622 120,115
PFIZER INC - 3.450% - 03/15/20 118,906 120,153
PNC FIN SVCS - 2.550% - 01/22/ 117,648 119,869
PNC FINANCIAL - 5.490% - 05/14 70,856 70,980
PROCTER & GAMBLE CO NOTE - 2.3 118,623 119,523
PUBLIC SERVICE ENTERPRISE GROU 57,842 57,604
REGIONS FINANCIAL CORP NEW NOT 61,286 62,367
ROYAL BK CDA SER I MTN - 2.300 118,255 120,097
S&P GLOBAL INC - 4.250% - 05/0 57,670 57,703
SCHWAB CHARLES CORP - 6.196% - 60,694 60,445
STARBUCKS - 3.500% - 03/01/202 117,870 119,599
TARGA RESOURCES CORP - 6.150% 57,114 57,062
TORONTO DOMINION BANK MTN - 1. 57,200 58,558
TORONTO DOMINION BK ONT NOTE - 118,673 120,443
TOYOTA - 1.800% - 02/13/2025 119,163 121,583
TRUST FINL CORP - 6.047% - 06/ 66,498 66,078
UNITEDHEALTH GROUP - 4.500% - 120,351 119,532
US BANCORP - 2.677% - 01/27/20 116,992 119,870
US TREAS - 4.250% - 02/28/2029 240,662 239,843
WALMART INC - 3.250% - 07/08/2 117,367 118,632
WALT DISNEY CO - 3.150% - 09/1 117,931 119,795
WELLS FARGO & CO - 3.000% - 10 117,884 120,228
WELLS FARGO &CO SER Q MTN - 2. 57,902 58,819

TY 2024 InvestmentsCorpStockSchedule
Name:
The Morgridge Family Foundation
EIN:
26-2336633
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 167,969 164,236
ABBVIE INC 412,100 453,490
ACCENTURE PLC 244,896 273,341
AERCAP HOLDING N.V 149,773 187,572
AGNICO EAGLE MINES LTD 392,301 476,925
ALIBABA GROUP HOLDING LTD 123,289 117,943
ALLIANT CORP 144,218 159,441
ALLSTATE CORP 101,357 111,625
ALPHABET INC CL A 2,512,273 3,457,754
AMAZON COM 1,934,005 2,734,038
AMEREN CORPORATION 62,343 69,707
AMERICAN ELECTRIC POWER INC 71,512 73,046
AMETEK INC 95,638 114,645
AMPHENOL CORPORATION 683,003 957,924
ANALOG DEVICES INC 164,882 198,863
APPLE INC 3,595,571 5,278,353
APPLIED MATERIALS INC 94,506 119,858
APPLOVIN CORP 55,063 172,925
ARGENX SE 44,748 73,800
ARM HOLDING PLS SPON ADS 22,895 25,906
ASML HOLDING NV NY REG SHS 167,323 171,884
ASTRAZENECA 275,477 274,791
AT&T, INC 128,793 191,291
AUTOMATIC DATA PROCESSING INC 149,412 183,834
AVALONBAY CMNTYS INC 61,789 60,932
AVERY DENNISON CORP 56,404 58,946
AZEK COMPANY INC CL A 80,602 89,149
BANK NEW YORK MELLON CORP COM 111,217 164,800
BECTON DICKINSON & CO 64,001 58,986
BELLRING BRANDS, INC 73,432 96,360
BIRKENSTOCK HOLDINGS 16,683 16,941
BLACKROCK INC 1,064,323 1,531,514
BLOCK INC 53,398 60,343
BLUE OWL CAPITAL 27,671 33,913
BOOZ ALLEN HAMILTON HOLDING CO 37,223 49,292
BOSTON SCIENTIFIC 760,825 1,255,125
BRISTOL-MYERS SQUIBB CO 150,865 152,938
BROADCOM INC 681,700 1,773,576
CALVERT EQUITY PORTFOLIO 599,299 955,647
CAMECO CORPORATION 99,381 143,532
CAN IMPERIAL BK OF COMMERCE 115,772 122,982
CANADIAN PACIFIC RAILWAY LTD 54,475 54,495
CARNIVAL CORP 49,347 48,021
CENCORA INC 463,515 446,214
CHENIERE ENERGY INC 186,621 233,134
CHEVRON CORP 247,571 238,551
CHUBB LIMITED 143,625 204,186
CISCO SYSTEMS INC 5,194,917 9,377,693
CME GROUP, INC 144,538 160,006
CMS ENERGY CP 40,104 45,322
COCA COLA EUROPEAN PARTNERS PL 83,230 115,676
COINBASE GLOBAL 32,734 25,823
COMCAST CORP 223,511 223,379
CONOCOPHILLIPS 562,760 517,866
COSTCO WHOLESALE CORPORATION 987,869 1,661,198
CRH PLC 77,820 79,475
CSX CORP 62,026 61,055
CUMMINS INC 60,945 87,847
DARDEN RESTAURANTS INC 89,589 106,413
DATADOG INC 99,437 142,890
DELL TECHNOLOGIES INC CLASS C 75,268 69,490
DEUTSCHE X TRACKERS HARVEST CS 85,021 82,136
DIAGEO PLC ADS 112,407 82,762
DIGITAL RLTY TR INC 85,884 111,363
DOORDASH ORD SHS CLASS A 21,249 34,557
DOVER CORP 61,921 77,104
DTE ENERGY CO COM 31,231 36,467
EATON CORP PLC 171,081 263,173
EBAY INC 56,938 65,729
ELI LILLY & CO 982,864 1,347,140
ENTERGY CORP 538,940 661,150
EOG RESOURCES INC 123,579 126,625
EQUIFAX INC 143,051 139,913
EXXON MOBIL CORP 1,430,079 1,462,522
FERRARI NV 656,016 874,321
FLUTTER ENTERTAINMENT ORD SHS 56,371 55,308
GE VERNOVA 117,939 146,045
GEN DYNAMICS CP 124,571 133,062
GENERAL MILLS INC 104,401 100,374
GENUINE PARTS COMPANY 66,675 48,105
GLOBANT SA 55,638 55,320
H WORLD GROUP LIMITED 90,276 71,642
HDFC BANK LTD ADR 59,487 63,860
HILTON WORLDWIDE HOLDINGS, INC 478,487 740,491
HOME DEPOT INC 1,039,658 1,232,320
HONEYWELL INTL 497,097 559,304
HOWMET AEROSPACE ORD SHS 461,904 765,918
HSBC HOLDINGS PLC 119,573 162,822
HUBSPOT INC 79,039 93,367
HUNTINGTON BANCSHARES INC 82,496 123,880
ILLINOIS TOOL WORKS 121,624 123,484
ING GROUP N V SPONSORED ADR 74,660 86,827
INTERACTIVE BROKERS GROUP, INC 36,021 47,524
INTERCONTINENTAL EXCHANGE, INC 504,544 500,823
INTERNATIONAL BUSINESS MACHINE 126,347 202,244
INTUITIVE SURGICAL 133,323 280,293
INVESCO S&P 500 QUALITY ETF 3,872,887 5,350,268
IQVIA HOLDINGS INC 145,722 134,413
ISHARES MSCI INDIA SMALL-CAP E 55,678 52,980
ISHARES MSCI-JAPAN 218,262 220,759
ISHARES MSCI-SOUTH KOREA 115,535 90,533
ISHARES S&P 500 INDEX FD 4,973,022 6,632,069
ITT INC 70,748 80,013
JACOBS SOLUTIONS INC 85,139 91,797
JOHNSON & JOHNSON 321,661 296,471
JOHNSON CONTROLS INTERNATIONAL 448,451 468,371
JP MORGAN CHASE 1,361,609 2,180,402
KENVUE INC 214,872 238,394
KLA TENCOR CORP 97,746 146,188
KOOKMIN BANK 82,469 77,612
KRAFT HEINZ CO 18,633 16,491
LAM RESEARCH CORP 80,868 102,783
LINDE PLC COM 293,295 381,827
LOCKHEED MARTIN CORP 101,450 116,140
LOWES COMPANIES INC 146,198 159,186
MAKEMYTRIP LIMITED 43,447 75,452
MARSH AND MCLENNAN COMPANIES I 171,791 216,021
MARTIN MARIETTA MATLS INC 509,595 462,268
MASTERCARD INC 118,233 161,130
MCDONALD'S CORP 835,485 884,744
MEDTRONIC PLC 100,611 97,054
MERCK & CO INC 134,075 129,324
META PLATFORMS INC 406,697 658,699
MICROSOFT CORP 4,483,557 5,985,722
MITSUBISHI UFJ FINANCIAL GROUP 108,876 166,576
MIZUHO FINANCIAL GRO 84,737 104,636
MONDELEZ INTERNATIONAL INC 146,750 133,616
MONGODB INC CL A 191,847 162,734
MORGAN STANLEY 139,703 185,688
NASDAQ OMX GROUP 110,497 113,723
NATIONAL GRID TRANSCO PLC 185,383 174,932
NETFLIX INC 521,714 1,073,149
NEXTERA ENERGY, INC 59,560 55,775
NORTHROP GRUMMAN CORP 134,527 148,296
NOVA MEASURING INSTRUMENTS LTD 18,310 16,938
NOVARTIS AG ADR 116,885 107,625
NOVO NORDISK A S 372,132 313,629
NUTANIX INC 10,476 14,438
NVIDIA CORP 1,844,583 5,046,618
OLD DOMINION FREIGHT LINE 34,031 29,459
ON SEMICONDUCTOR 17,753 14,943
ORACLE CORP 205,964 201,301
ORIX CORP ADS 83,852 99,750
PACKAGING CORP AMER 51,387 78,120
PALANTIR TECHNOLOGIES INC 20,651 38,723
PALO ALTO NETWORKS INC 534,307 734,027
PARKER HANNIFIN CP 1,091,721 1,759,259
PEPSICO INC 266,845 242,536
PINDUODUO INC 33,666 29,970
PNC FINANCIAL GROUP INC 235,516 256,683
PPG INDUSTRIES INC 83,531 79,673
PROCTER GAMBLE CO 1,129,657 1,207,918
PROGRESSIVE CORP OHIO 704,910 1,193,258
PROLOGIS 760,834 680,180
PTC INC 40,929 47,990
PUBLIC STORAGE INC 48,611 50,306
PUBLIC SVC ENTERPRISE GROUP IN 175,616 226,687
QUALCOMM INC 61,928 56,686
RELX PLC 88,759 147,660
RENAISSANCERE HOLDINGS LTD 122,140 138,338
REXFORD INDUSTRIAL REALTY INC 19,540 15,464
ROCKWELL AUTOMATION INC 49,998 50,299
ROSS STORES, INC 578,967 673,000
RSP ARN ISS HSBC 11.4% 850,000 824,500
RYANAIR HOLDINGS PLC-ADR COM 58,620 72,665
S&P GLOBAL INC COM 1,083,122 1,299,858
SAMSARA INC CL A 23,953 28,093
SANOFI-AVENTIS SPONSORED ADR 120,158 121,588
SAP AKTIENGESELL ADS 88,569 152,158
SBA COMMUNICATIONS CORP 68,415 61,751
SCHLUMBERGER LTD 286,933 218,960
SEA LTD 59,150 75,755
SEAGATE TECHNOLOGY HOLDINGS PL 66,968 58,432
SEALED AIR CORP 64,454 59,101
SERVICE NOW 663,702 1,235,040
SHELL ADR EACH REPRESENTING 2 141,161 154,370
SHOPIFY INC 32,366 55,717
SONY GROUP CORP 125,322 137,857
SOUTHERN CO 109,569 129,901
SP500 ARN ISS TD 500,000 486,500
SP500 CLIRN ISS BNS CAP 21.88% 750,000 876,000
SP500 CLIRN ISS CIBC - 24% - 1 1,000,000 1,148,000
SP500 STARS ISS TD 500,000 489,000
SPDR PORTFOLIO LARGE CAP ETF 4,970,045 6,636,026
SPDR S&P 500 ETF TRUST 4,976,628 6,635,597
SPOTIFY TECHNOLOGY SA 10,805 31,764
STARWOOD REAL ESTATE INCOME TR 1,014,142 971,580
STARWOOD REAL ESTATE INCOME TR 1,552,570 1,261,304
SUNCOR ENERGY INC 85,537 82,100
SYNCHRONY FINANCIAL 86,312 132,925
T-MOBILE US INC 157,251 228,676
TAIWAN SEMICONDUCTOR MFG CO LT 166,142 299,592
TAKE-TWO INTERACTIVE SOFTWARE 145,989 181,687
TECK RESOURCES LIMITED 96,199 91,152
TELEFONICA S A ADR 100,297 97,368
TESLA MOTORS INC 710,388 1,444,132
TEXAS INSTRUMENTS INC 89,654 96,568
THE BLACKSTONE GROUP INC CL A 31,038 65,175
THE COCA-COLA CO 153,759 158,514
THE TRADE DESK INC 222,685 209,674
THERMO FISHER SCIENTIFIC INC 626,084 600,345
THOMSON REUTERS CORPORATION 69,567 109,860
TJX COMPANIES INC 272,747 374,873
TOPBUILD CORP 110,951 98,695
TORONTO DOMINION 67,581 53,293
TOYOTA MTR CORP 55,117 63,832
TRANE TECHNOLOGIES PLC 72,220 142,938
UBER 87,904 78,899
UNILEVER PLC AMER 157,341 141,240
UNION PACIFIC 632,629 644,669
UNITED RENTALS INC 358,748 508,606
UNITEDHEALTH GROUP INC 318,727 313,127
VALERO ENERGY CORP 116,369 116,461
VANGUARD GROWTH ETF 1,906,336 2,153,989
VANGUARD HIGH DIV YIELD 2,018,236 2,012,860
VANGUARD MID-CAP ETF 575,890 1,054,143
VANGUARD S&P 500 ETF 4,655,595 6,635,983
VANGUARD VALUE ETF 2,028,377 1,980,302
VERTIV CL A 168,489 168,597
VISA INC 1,348,196 1,769,508
VULCAN MATERIALS CO 91,043 103,921
WAL-MART STORES INC 1,160,335 1,983,996
WALT DISNEY HOLDINGS CO 139,311 140,969
WASTE MANAGEMENT INC 97,434 122,285
WEC ENERGY GROUP, INC 57,963 63,007
WELLS FARGO & CO 217,500 317,415
WELLTOWER INC. 630,697 914,978
WESTERN DIGITAL CORP 908,729 852,411
WISDOMTREE TRUST WISDOMTREE US 2,466,772 3,178,364
ZOETIS INC 867,685 842,185

TY 2024 InvestmentsGovtObligationsSch
Name:
The Morgridge Family Foundation
EIN:
26-2336633
US Government Securities - End of Year Book Value:

2,795,942
US Government Securities - End of Year Fair Market Value:

2,803,849
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2024 InvestmentsOtherSchedule2
Name:
The Morgridge Family Foundation
EIN:
26-2336633
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BLACKSTONE GROWTH ACCESS FUND   4,244,711 3,782,618
BLACKSTONE PRIVATE CREDIT FD C   1,836,000 1,773,488
BLACKSTONE RE INCOME TRUST INC   2,435,836 2,834,676
BLUE OWL CREDIT INCOME CORP. C   1,836,000 1,852,427
GA RV (CLASS A) CONTINUATION   188,007 2,811,445
GEN ATL INV PTRS I LP   2,778,837 2,513,540
GEN ATL PTRS BERMUDA III LP   3,823,975 4,193,919
GEN ATL PTRS BERMUDA IV LP   41,455,594 80,178,082
GEN ATL PTRS BERMUDA OCEAN AIV   766,165 767,477
GENERAL ATLANTIC PARTNERS 100   18,866,138 28,047,996
GENERAL ATLANTIC PARTNERS 93   1,523,392 235,053
GENERAL ATLANTIC PARTNERS 95   737,616 3,855,259
GENERAL ATLANTIC PARTNERS 99C   893,746 296,398
GENERAL ATLANTIC PTRS AIV-1 A   6,894,048 10,388,585
HPS CORPORATE LENDING FUND   1,522,500 1,502,348
LEGACY VENTURE (X) LLC   3,320,669 3,958,546
LEGACY VENTURE VIII LLC   3,996,411 9,277,555
RISE OF THE REST SD FD II AIV   24,952 24,953
RISE OF THE REST SEED FUND II   1,236,583 1,236,192

TY 2024 LandEtcSchedule2
Name:
The Morgridge Family Foundation
EIN:
26-2336633
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
BLDG - BELLAIRE 359,984 34,613 325,371 820,863
BLDG IMP-BELLAIRE 547,324 52,627 494,697 547,324
BLDG - AMHERST 2,662,490 392,547 2,269,943 4,029,882
BLDG 455 S PIERCE 840,196 157,982 682,214 717,936
BLDG IMP - AMHERST 1,391,848 187,190 1,204,658 1,391,848
BLDG IMP - AMHERST 12,707 652 12,055 12,055
BLDG IMP - AMHERST 41,496 1,064 40,432 40,432
BLDG IMP - AMHERST 83,931 1,973 81,958 81,959
BLDG IMP - PIERCE 1,906,234 356,914 1,549,320 1,696,000
BLDG IMP - PIERCE 37,573 1,926 35,647 35,647
BLDG IMP - PIERCE 15,475 397 15,078 15,078
BLDG IMP - PIERCE 55,756 1,191 54,565 54,566
EQUIP - AMHERST 5,970 4,620 1,350 1,350
EQUIP - AMHERST 15,741 12,100 3,641 3,641
LAND - BELLAIRE 375,933   375,933 375,933
LAND - AMHERST 154,366   154,366 154,366
LAND - PIERCE 210,049   210,049 210,049
LAND IMP - BELLAIR 40,920 10,003 30,917 30,917
LAND IMP - BELLAIR 8,779 1,170 7,609 7,609
LAND IMP - AMHERST 25,435 9,187 16,248 16,248
LAND IMP - PIERCE 31,544 14,149 17,395 17,395
LAND IMP - PIERCE 8,384 4,053 4,331 4,331
BCI ONLINE COURSE 12,948 4,531 8,417 8,417
FURN - AMHERST        
FURN - AMHERST        
FURN - AMHERST        
EQUIP - AMHERST 5,212 372 4,840 4,840
LAND IMP - PIERCE 1,400 39 1,361 1,361
FURN - PIERCE        
FURN - AMHERST        
BLDG IMP - AMHERST 5,100 76 5,024 5,024


TY 2024 LegalFeesSchedule
Name:
The Morgridge Family Foundation
EIN:
26-2336633
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Document Review/Drafting 10,679     10,679
General Consultations 20,131     20,131


TY 2024 OtherAssetsSchedule
Name:
The Morgridge Family Foundation
EIN:
26-2336633
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
MERIT AMERICA - PRI   4,947,500 4,947,500


TY 2024 OtherDecreasesSchedule
Name:
The Morgridge Family Foundation
EIN:
26-2336633
Description Amount
PRIOR PERIOD ADJUSTMENT 2,432


TY 2024 OtherExpensesSchedule
Name:
The Morgridge Family Foundation
EIN:
26-2336633
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 190,000     190,000
Bank Charges 2,821 2,821    
Computers/Electronic Devices 5,417     5,417
Digital Subscriptions 19,654     19,654
EQUIPMENT MAINTENANCE/RENTAL 4,719     4,719
Equipment/Furniture Purchase 11,177     11,177
FOUNDATION DUES & MEMERSHIPS 1,549     1,549
Insurance Premiums 58,228     58,228
K-1 Exp GA RV (CLASS A) CONTIN 5,672 5,672    
K-1 EXP GEN ATL INV PTRS I 7,904 7,904    
K-1 EXP GAP BERMUDA III LP 4,026 4,026    
K-1 EXP GAP BERMUDA IV LP 513,727 380,054    
K-1 EXP GAP BERMUDA OCEAN AIV 1,507 1,507    
K-1 EXP GAP 100 LP 96,779 95,402    
K-1 EXP GAP 93 LP 2,782 2,782    
K-1 EXP GAP 95 LP 121 121    
K-1 EXP GAP 99C LP 10,590 10,590    
K-1 EXP GAP AIV-1 A LP 38,290 16,990    
K-1 Exp LEGACY VENTURE (X) LLC 149,226 149,222    
K-1 EXP LEGACY VENTURE VIII 146,496 146,483    
K-1 EXP RISE OF THE RST SD AIV 1,059 1,059    
K-1 EXP RISE OF THE RST SD II 46,246 46,229    
Office & Supplies 30,124     30,124
Payroll Processing Fees 12,775     12,775
Postage/Delivery Service 2,380     2,380
SOCIAL MEDIA/ADVERTISING 1,756     1,756
SHIPPING 985   138 847
State or Local Filing Fees 292     292
TRAINING & PROF DEVELOPMENT 6,978     6,978
Website Hosting/Support 1,161     1,161


TY 2024 OtherIncomeSchedule2
Name:
The Morgridge Family Foundation
EIN:
26-2336633
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss GA RV (CLASS A) CONTINUATION, LP 609 609  
K-1 Inc/Loss GEN ATL INV PTRS I 7,520 7,520  
K-1 Inc/Loss GEN ATL PTRS (BERMUDA) III 4,816 4,816  
K-1 Inc/Loss GEN ATL PTRS (BERMUDA) IV 414,212 358,064  
K-1 Inc/Loss GEN ATL PTRS BERMUDA OCAIV 185,549 185,549  
K-1 Inc/Loss GEN ATLANTIC PARTNERS 100 LP 34,218 34,191  
K-1 Inc/Loss GEN ATLANTIC PARTNERS 93 LP 1,742 1,742  
K-1 Inc/Loss GEN ATLANTIC PARTNERS 95 LP 373 373  
K-1 Inc/Loss GEN ATLANTIC PARTNERS 99C, LP 322 322  
K-1 Inc/Loss GEN ATL PARTNERS AIV-1 A -146,387 67,086  
K-1 Inc/Loss LEGACY VENTURE (X) LLC 23,060 17,148  
K-1 Inc/Loss LEGACY VENTURE VIII LLC 26,186 25,343  
K-1 Inc/Loss RSE OF THE REST SD FD II AIV LP 59 59  
K-1 Inc/Loss RISE OF THE REST SD FUND II, LP -4,429 -4,429  
Class Action Lawsuit Proceeds 8,949 8,949  
Interest Income from PRI 50,000 50,000 50,000
Book sales - see parts VIII-A & XV-A 138   138


TY 2024 OtherIncreasesSchedule
Name:
The Morgridge Family Foundation
EIN:
26-2336633
Description Amount
RETURNED GRANTS 7,500
IN-KIND GRANTS 450


TY 2024 OtherLiabilitiesSchedule
Name:
The Morgridge Family Foundation
EIN:
26-2336633
Description Beginning of Year - Book Value End of Year - Book Value
OUTSTANDING OPTIONS 71,999 81,453


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TY 2024 OtherNotesLoansRcvblLongSch
Name:
The Morgridge Family Foundation
EIN:
26-2336633

Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
TORCH TECHNOLOGY SOLUTIONS INC   1,300,000 1,300,000 2024-10 2029-07 1,365,000 TO BE PAID FROM 2026-2029 1 % NONE OPERATING EXPENSES/FIN PLAN TOOL ASSIGNMENT OF NOTE RECEIVABLE 0 1,300,000

TY 2024 OtherProfessionalFeesSchedule
Name:
The Morgridge Family Foundation
EIN:
26-2336633
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 2,775,838 2,775,838    
Website Development 4,449     4,449
401(K) ADMINISTRATOR FEES 938     938
ANNUAL REPORT 1,017     1,017
BOOK DESIGN, EDITING, PLANNING 12,715     12,715
PHILANTHROPIC CONSULTING 42,209     42,209
TEMPORARY HELP 346     346


TY 2024 TaxesSchedule
Name:
The Morgridge Family Foundation
EIN:
26-2336633
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2024 157,100      
Foreign Tax Paid 17,446 17,446    
STATE INCOME TAX FOR 2023 7,501