Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
MARGARET T MORRIS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 592
  Room/suite
City or town
PRESCOTT
State or province
AZ
Country  
ZIP or foreign postal code
86302
A Employer identification number

86-6057798
B Telephone number (see instructions)

4806305489
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$38,241,259J 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)  
2 Check .................
3 Interest on savings and temporary cash investments 22,655 22,655 22,655
4 Dividends and interest from securities... 980,911 980,911 980,911
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 778,857
b Gross sales price for all assets on line 6a 782,000
7 Capital gain net income (from Part IV, line 2)... 778,857
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).......      
12 Total. Add lines 1 through 11........ 1,782,423 1,782,423 1,003,566
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 92,985 26,069 0 66,916
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
4,600 0 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,054 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
367 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 100,006 26,069 0 66,916
25 Contributions, gifts, grants paid....... 1,747,465 1,747,465
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,847,471 26,069 0 1,814,381
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -65,048
b Net investment income (if negative, enter -0-) 1,756,354
c Adjusted net income (if negative, enter -0-)... 1,003,566
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 923 1,331 1,331
2 Savings and temporary cash investments......... 641,430 1,088,699 1,088,699
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
1,572,021 		Click to see attachment
List of Attached Documents:
// Content
1,568,878 		Click to see attachment
List of Attached Documents:
// Content
37,151,229
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,214,374 2,658,908 38,241,259
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 10,771,489 10,771,489
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -8,557,115 -8,112,581
29 Total net assets or fund balances (see instructions)..... 2,214,374 2,658,908
30 Total liabilities and net assets/fund balances (see instructions). 2,214,374 2,658,908
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
2,214,374
2
Enter amount from Part I, line 27a .....................
2
-65,048
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
509,582
4
Add lines 1, 2, and 3 ..........................
4
2,658,908
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
2,658,908
Form 990-PF (2025)
Form 990-PF (2025)
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 Berkshire Hathaway Cl A   1980-01-01 2028-12-19
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 782,000   3,143 778,857
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       778,857
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 778,857
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 0
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 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 24,413
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 24,413
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 24,413
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 22,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 22,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 2,413
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
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)
AZ
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofTHOMAS E POLK Telephone no. (480) 630-5489

Located atPO BOX 592PRESCOTTAZ ZIP+486302
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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)
 
No
(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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
Thomas E Polk Trustee
20.00 		50,995 0 0
PO Box 592
Prescott,AZ86302
John T Polk Trustee
10.00 		20,995 0 0
PO Box 592
Prescott,AZ86302
Stephen W Polk Trustee
10.00 		20,995 0 0
PO Box 592
Prescott,AZ86302
Sheila Polk Office Manager
10.00 		0 0 0
PO Box 592
Prescott,AZ86302
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
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
36,970,770
b
Average of monthly cash balances.......................
1b
537,034
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
37,507,804
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
37,507,804
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
562,617
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
36,945,187
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,847,259
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,847,259
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
24,413
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
24,413
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,822,846
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,822,846
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
1,822,846
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, line 26, column (d) ..........
1a
1,814,381
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,814,381
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 1,822,846
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 1,719,442
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,814,381
a Applied to 2024, but not more than line 2a 1,719,442
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 2025 distributable amount..... 94,939
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		1,727,907
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
THOMAS E POLK
PO BOX 592
PRESCOTT,AZ86302
(480) 630-5489
MTMORRISFOUNDATION@GMAIL.COM
bThe form in which applications should be submitted and information and materials they should include:
INTERNALLY INITIATED GRANTS COMPRISE VIRTUALLY ALL OF THE CURRENT GRANT MAKING OF THE FOUNDATION.
cAny submission deadlines:
INFORMATIONAL LETTERS WILL BE ACCEPTED, BUT MAY NOT BE RESPONDED TO
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NO LOANS OR GRANTS TO INDIVIDUALS, NOR TO RELIGIOUS ORGANIZATIONS OR THEIR AGENCIES
Form 990-PF (2025)
Form 990-PF (2025)
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 New Leaf

868 E University Drive
Mesa,AZ852038033 		    General Purposes 10,000

Act One Foundation

910 E Osborn Road Suite B-1
Phoenix,AZ85014 		    New Executive Director: Dr. Beth Maloney 5,000

Agape House of Prescott

303 E Gurley St 459
Prescott,AZ86301 		    General Purposes 25,000

Andre House

PO Box 2014
Phoenix,AZ850012014 		    General Purposes 5,000

Arizona Autism United

5025 E Washington Street Suite 212
Phoenix,AZ85034 		    General Purposes 10,000

Arizona Community Foundation of Yavapai County

300 E Willis Street Suite B
Prescott,AZ86301 		    Joy of Giving For new theatre group at PCA building 450

Arizona Cowboy Poets Gathering

PO Box 12051
Prescott,AZ863042051 		    General Purposes 2,500

Arizona Crisis Team

PO Box 27076
Prescott Valley,AZ86312 		    General Purposes 10,000

Arizona Food Bank Network

340 E Coronado Road Suite 400
Phoenix,AZ850041524 		    April Bradham, President & CEO 10,000

Arizona Friends of Foster Children Foundation

360 E Coronado Rd Suite 190
Phoenix,AZ85004 		    $5,000 6/9/25 golf tnmt, $50,000 55,000

Arizona Jewish Historical Society

122 East Culver Street
Phoenix,AZ85004 		    Triumph in Tragedy Exhibition 10,000

Arizona Opera

1636 N Central Avenue
Phoenix,AZ85004 		    General Purposes 5,000

Arizona State University Foundation Gammage

PO Box 870205
Tempe,AZ852870205 		    shell, 3 year commitment? 100,000

Arizona Theatre Company

PO Box 61893
Phoenix,AZ85082 		    General Purposes 10,000

Arizonans for Children Inc

2435 E La Jolla Drive
Tempe,AZ85282 		    General Purposes 5,000

Ballet AZ

2835 E Washington Street
Phoenix,AZ85034 		    Pam Craven, Corporate & Foundation Manager, $1,236, $15,000 16,236

Banner Alzheimer's Foundation

2901 N Central Ave Suite 160
Phoenix,AZ85012 		    General Purposes 10,000

Boyce Thompson Arboretum

37615 E Arboretum Way
Superior,AZ85173 		    General Purposes 5,000

Boys & Girls Clubs of Central AZ

335 E Aubrey Street
Prescott,AZ86303 		    Summer Day Camp Program 15,000

Breakthrough T1D

PO Box 5016
Hagerstown,MD217415016 		    Fund Early Detection of T1D Pilot with Mayo Clinic AZ for underserved populations 25,000

Breckenridge Outdoor Education Center

PO Box 697
Breckenridge,CO80424 		    General Purposes 2,500

CALA Alliance

316 W McDowell Road Suite 203
Phoenix,AZ85003 		    General Purposes 10,000

Camp Catanese Foundation

3200 N Central Ave Suite 1125
Phoenix,AZ85012 		    General Purposes 5,000

Camp Not-A-Wheeze

2689 E Michelle Way
Gilbert,AZ85234 		    General Purposes 5,000

Center for the Rights of Abused Children

3900 East Camelback Rd Suite 300
Phoenix,AZ85018 		    General Purposes 5,000

Central Arizona Land Trust

PO Box 1050
Prescott,AZ86302 		    General Purposes 5,000

Central Arizona Shelter Services

PO Box 18250
Phoenix,AZ85007 		    General Purposes 10,000

Children's Clinics

2600 N Wyatt Drive
Tucson,AZ85712 		    Purchase iStat machine for low income children with disabilities 18,600

Children's Museum of Phoenix

215 N 7th Street
Phoenix,AZ850341012 		    General Purposes 10,000

Childsplay Theatre

900 S Mitchell Dr
Tempe,AZ85281 		    General Purposes 25,000

Circle the City

300 W Clarendon Ave Suite 200
Phoenix,AZ85013 		    General Purposes 25,000

Coalition for Compassion and Justice

PO Box 1882
Prescott,AZ86302 		    General Purposes 20,000

Community Cupboard Food Bank

777 West Hillside Avenue
Prescott,AZ86301 		    General Purposes 10,000

Dance Theatre of Harlem

466 West 152nd Street
New York,NY10031 		    General Purposes 5,000

Desert Botanical Garden

1201 N Galvin Parkway
Phoenix,AZ85008 		    General Purposes 25,000

Detour Company Theater

PO Box 697
Scottsdale,AZ85252 		    (2024) Simon Ridley, Executive Director 5,000

Embry-Riddle Aeronautical University

3700 Willow Creek Road
Prescott,AZ86301 		    $50k - STEM Bridge Initiative for K-12 Learners across Yavapai County and Northern AZ 50,000

First Tee Phoenix

5555 E Karsten Way 8
Phoenix,AZ85008 		    General Purposes 25,000

Flagstaff Shelter Services

PO Box 1808
Flagstaff,AZ86002 		    General Purposes 5,000

Foundation for Blind Children

1234 E Northern Avenue
Phoenix,AZ85020 		    (2024 new CEO) Jared Kittelson 15,000

Gardner Family Teacher Scholarships (GiFTS)

2970 Centerpointe East Drive
Prescott,AZ86301 		    General Purposes 2,500

Girl Scouts Az Cactus-Pine

119 E Coronado Road
Phoenix,AZ85044 		    $25,000 Leadership Experience Program 25,000

Grand Canyon Conservancy

PO Box 399
Grand Canyon,AZ86023 		    17th Annual COA$12,000 for education; $6,250 for historical preservation; $6,250 for indigenous affairs 27,500

Great Hearts Arizona

16648 N 94th Street
Scottsdale,AZ85260 		    Teacher Excellence Fund 12,500

Great Hearts Scottsdale Preparatory Academy

16648 N 94th Street
Scottsdale,AZ85260 		    security vestibule 30,000

Habitat for Humanity of Northern AZ

PO Box 3783
Flagstaff,AZ86005 		    Starter Home Program 10,000

Highlands Center for Natural History

1375 S Walker Road
Prescott,AZ86303 		    $5,000Forest Play Improvement, $40,000 children's classrooms 45,000

ICAN

650 E Morelos Street
Chandler,AZ85225 		    General Purposes 5,000

Imagination Library of the Prescott Area

PO Box 3773
Prescott,AZ86303 		    General Purposes 5,000

James Family Prescott YMCA

750 Whipple Street
Prescott,AZ86301 		    Prescott pool dehumidification system 30,000

Jazz in Arizona Inc dba The Nash

110 E Roosevelt St 110
Phoenix,AZ85004 		    Expansion of education and camp programs 25,000

Junior Achievement

636 W Southern Avenue
Tempe,AZ85282 		    General Purposes 5,000

Kiwanis Club of Prescott

824 E Gurley St
Prescott,AZ86301 		    camp scholarships 1,500

Laptops 4 Learning

2320 E Baseline Road
Phoenix,AZ85042 		    general purposes 5,000

Launch Pad Teen Center

424 6th Street
Prescott,AZ86301 		    $5,000 Teen Advisory Council Leadership Program, $10,000 Trek for Teens 15,000

MATFORCE (was Community Counts)

7749 E Florentine Suite A
Prescott Valley,AZ86314 		    Yavapai Reentry Project Participant Support Fund 20,000

Meals on Wheels Prescott

1280 E Rosser Street Suite A
Prescott,AZ86301 		    General Purposes 5,000

Mitchell Swaback Charities dba Harvest Compassion Center

4744 E Thunderbird Road Suite 9
Phoenix,AZ85032 		    General Purposes 5,000

Museum of Indigenous People

147 N Arizona Ave
Prescott,AZ86301 		    General Purposes 5,000

New Horizons

9400 E Valley Rd
Prescott Valley,AZ86314 		    Purchase of SciFit StepOne recumbent stepper 7,500

New Pathways for Youth

901 E Jefferson Street
Phoenix,AZ85034 		    General Purposes 5,000

Northern Arizona Healthcare

1200 North Beaver Street
Flagstaff,AZ86001 		    Patient Assistance Fund 5,000

Northern Jaguar Project

2114 W Grant Road Suite 121
Tucson,AZ85745 		    General Purposes 2,500

Northland Cares

3112 Clearwater Drive Suite A
Prescott,AZ86305 		    $1,500 for Direct Community Project Expansion; $2,500 for community expansion 4,000

People Who Care

PO Box 12079
Prescott,AZ86304 		    General Purposes 5,000

Phippen Museum

4701 Highway 89 North
Prescott,AZ86301 		    General Purposes 10,000

Phoenix Art Museum

1625 North Central Avenue
Phoenix,AZ850041685 		    Ballinger Wing 50,000

Phoenix Children's Hospital Foundation

2929 E Camelback Rd 122
Phoenix,AZ85016 		    matching $25,000 25,000

Phoenix Dream Center

PO Box 55226
Phoenix,AZ85032 		    General Purposes 10,000

Phoenix Symphony The

One North First Street Suite 200
Phoenix,AZ85004 		    General Purposes 20,000

Phoenix Theatre Company The

1825 N Central Avenue
Phoenix,AZ85004 		    General Purposes 10,000

Phoenix Zoo

455 N Galvin Parkway
Phoenix,AZ85008 		    construction of Animal Rescue & Care Center 50,000

Polara Health

3343 N Windsong Drive
Prescott Valley,AZ86314 		    $2,500 Center of Excellence in Autism Spectrum Disorder, $7,500 sponsorship for 4/11/26 fundraiser masquerade; $50K for Unfunded Care Program 60,000

Prescott Area Shelter Services

336 N Rush Street
Prescott,AZ86301 		    General Purposes 10,000

Prescott Camerata Chamber Singers

442 Miller Valley Rd 10813
Prescott,AZ86304 		    General Purposes 1,000

Prescott Farmer's Market

PO Box 1853
Prescott,AZ86302 		    Feed Your Neighbors Program $2,500 8/8/25; proposed $7,500 12/31/25 10,000

Prescott Free Clinic

1090 Commerce Drive
Prescott,AZ86305 		    General Purposes 10,000

Prescott Mountain Bike Alliance

PO Box 3027
Prescott,AZ86302 		    $50,000 Bean Peaks trails, $4,000 repair station 54,000

Prescott Unified School District Education Foundation

300 E Gurley Street
Prescott,AZ86301 		    Teacher's Closet & Capital Improvements Program 20,000

ReSurge International

756 N Pastoria Avenue
Sunnyvale,CA94085 		    General Purposes 2,500

RISE Resource Center

301 N Willard
Cottonwood,AZ86322 		    General Purposes 10,000

Rosie's House

PO Box 13446
Phoenix,AZ85002 		    General Purposes 10,000

Salk Institute

10010 N Torrey Pines Road
La Jolla,CA92037 		    $15,000 symphony at salk, $35,000 Lyumkis, $35,000 Cancer research 85,000

Salvation Army Prescott Corps

237 S Montezuma St
Prescott,AZ86303 		    General Purposes 5,000

School of Architecture

8776 E Shea Blvd 106-601
Scottsdale,AZ85260 		    Scholarship Program 10,000

ScottsdaleParadise Valley Family YMCA

6869 East Shea Boulevard
Scottsdale,AZ85254 		    preschool program 15,000

Sedona Community Food Bank

PO Box 3962
Sedona,AZ86340 		    (2024) Cathleen A. Healy-Baiza, Executive Director 1,000

Sharlot Hall Museum

415 W Gurley Street
Prescott,AZ86301 		    Expand & modernize research center & archives 35,000

Society of St Vincent de Paul

PO Box 13600
Phoenix,AZ850023600 		    2024 New - Shannon M. Clancy, Chief Executive Officer 25,000

Southwest Autism Research & Resource Center (SARRC)

300 N 18th Street
Phoenix,AZ85006 		    General Purposes 5,000

St Joseph the Worker

PO Box 13503
Phoenix,AZ850023503 		    General Purposes 10,000

St Joseph's Youth Camp

PO Box 7658
Surprise,AZ85374 		    Counselor-in-Training Program 5,000

St Mary's Food Bank

2831 N 31st Avenue
Phoenix,AZ850091518 		    General Purposes 50,000

Stardust

1720 W Broadway Rd 101A
Mesa,AZ85202 		    General Purposes 5,000

Sunshine Rescue Mission

PO Box 426
Flagstaff,AZ86002 		    General Purposes 10,000

TGen Foundation

445 North Fifth Street Suite 120
Phoenix,AZ85004 		    General Purposes 750

The University of Arizona Foundation

1140 E S Campus Drive
Tucson,AZ85721 		    James 4H Camp and Outdoor Learning Center $50,000 50,000

Verde Valley Community Development Organization

PO Box 157
Cottonwood,AZ86326 		    Verde Valley Community Land Trust -$2,500 8/8/25; $30,000 proposed 12/31/25 32,500

Verde Valley Sanctuary

PO Box 595
Sedona,AZ86339 		    General Purposes 5,000

Wheel Fun

239 Sun Up Ranch Road
Sedona,AZ86351 		    General Purposes 5,000

Wrapped in Love

2700 N Lake Valley Rd G-4
Prescott Valley,AZ86314 		    General Purposes 2,000

Yavapai Big BrothersBig Sisters Inc

3208 Lakeside Village Drive
Prescott,AZ86301 		    General Purposes 10,000

Yavapai CASA For Kids Foundation

PO Box 28070
Prescott Valley,AZ86312 		    General Purposes 10,000

Yavapai College Foundation

1100 E Sheldon Street DSC 19-103
Prescott,AZ863013297 		    Family Enrichment Center Sponsorship $1,500, Community Healthcare Scholars Phase 4 multi-year: 2024 $8,964 Paid, 2025 $17,929, 2026 $17,929, 2027 $17,929, 2028 $8,964 19,429

Yavapai County Education Foundation

2970 Centerpointe East Drive
Prescott,AZ86301 		    General Purposes 1,000

Yavapai County Food Bank

PO Box 4151
Prescott,AZ86302 		    General Purposes 5,000

Yavapai County Search and Rescue Team

PO Box 11104
Prescott,AZ86304 		    General Purposes 5,000

Yavapai Family Advocacy Center

PO Box 25386
Prescott Valley,AZ86312 		    "($2,500 on 8.8.25 for Expansion of Pediatric SANE Nurses)$15,000 for general purposes 17,500

Yavapai Humane Trappers

PO Box 12184
Prescott,AZ86304 		    Property Purchase (mortgage paydown) 20,000

Yavapai Regional Medical Center Foundation

1003 Willow Creek Rd
Prescott,AZ863011641 		    Infant Healthy Families Program 10,000

Yavapai Silent Witness

PO Box 2524
Prescott,AZ86302 		    (2024) Walt Miller, Director 5,000

Yavapai Symphony Association

PO Box 2333
Prescott,AZ86302 		    (2024) Howell Lewis Shay, President 2,500
Total ................................. 3a 1,747,465
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 22,655  
4 Dividends and interest from securities ....     14 980,911  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 778,857  
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 1,782,423 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,782,423
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 OtherAssetsSchedule
Name:
MARGARET T MORRIS FOUNDATION
EIN:
86-6057798
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
MERCK & CO INC COMMON 96,205 96,205 5,705,092
BERKSHIRE HATHAWAY INC CL-A 18,859 15,716 3,774,000
CHEVRON CORP COMMON 104,142 104,142 2,003,429
CIGNA CORP COMMON 1,086 1,086 133,761
EOG RESOURCES INC COMMON 518,495 518,495 12,286,170
INTL BUSINESS MACHINES CORP 187,730 187,730 4,202,627
JP MORGAN CHASE & CO COMMON 631,402 631,402 8,931,938
KYNDRYL HOLDINGS 9,350 9,350 75,351
ORGANON & CO COMMON 4,752 4,752 38,861


TY 2025 OtherExpensesSchedule
Name:
MARGARET T MORRIS FOUNDATION
EIN:
86-6057798
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PO BOX 367 0 0 0


TY 2025 OtherIncreasesSchedule
Name:
MARGARET T MORRIS FOUNDATION
EIN:
86-6057798
Description Amount
FMV Change 509,582


TY 2025 OtherProfessionalFeesSchedule
Name:
MARGARET T MORRIS FOUNDATION
EIN:
86-6057798
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION 4,600 0 0 0


TY 2025 TaxesSchedule
Name:
MARGARET T MORRIS FOUNDATION
EIN:
86-6057798
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
2023 FEDERAL INCOME TAX 2,054 0 0 0