MORGRIDGE FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: MORGRIDGE FAMILY FOUNDATION (EIN 26-2336633)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-11-16
IRS object ID: 202133209349101118
Schema version: 2020v4.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-11-16T13:57:00-06:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt
Disaster Relief	New York-Hurricane Ida	DisasterReliefTxt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	FOUNDATION SOURCE	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	ONE HOLLOW LN STE 212	AddressLine1Txt
City	LAKE SUCCESS	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11042	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2020-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	262336633	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	The Morgridge Family Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% Foundation Source	InCareOfNm
Business Name Control	MORG	BusinessNameControlTxt
Phone	8008391754	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	Foundation Source 501 Silverside Rd	AddressLine1Txt
City	Wilmington	CityNm
State Abbreviation	DE	StateAbbreviationCd
ZIP	198091377	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CARRIE A MORGRIDGE	PersonNm
Person Title	VICE PRESIDENT	PersonTitleTxt
Phone	8008391754	PhoneNum
Signature	2021-11-10	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	CARRIE A	PersonFirstNm
Person Last	MORGRIDGE	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Jeffrey D Haskell	PreparerPersonNm
PTIN	P01345770	PTIN
Phone	8008391754	PhoneNum

Additional Filer Information AdditionalFilerInformation

Field	Value	IRS element (for citing)
Trusted Customer		TrustedCustomerGrp

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$326,779,005	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$5,000,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$25,959	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$25,959	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$2,516,718	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$2,516,718	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$14,085,623	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$66,367,409	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$13,607,400	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$952,158	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$868,410	OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm	$962	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$22,580,458	TotalRevAndExpnssAmt
Total Net Invst Incm	$17,018,487	TotalNetInvstIncmAmt
Total Adj Net Incm	$962	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$80,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$80,000	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$675,282	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$675,282	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$162,656	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl	$162,656	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$51,321	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$51,321	LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss	$2,202,654	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$1,950,706	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$251,948	OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss	$553	InterestRevAndExpnssAmt
Taxes Rev And Expnss	$591,899	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$5,558	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$1,762	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$208,557	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Adj Net Incm	$0	DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss	$80,689	OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl	$80,689	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$137,659	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$32,483	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$105,176	TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss	$7,739	PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl	$7,739	PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss	$876,183	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$529,480	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$962	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$314,685	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$5,075,192	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$2,518,227	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$962	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1,731,258	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$12,020,394	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$12,008,600	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$17,095,586	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$2,518,227	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$962	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$13,739,858	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$5,484,872	ExcessRevenueOverExpensesAmt
Net Investment Income	$14,500,260	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$13,854,138	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$17,539,370	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$17,539,370	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$5,521	AcctRcvblAmt
Acct Rcvbl EOY	$5,521	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$5,521	AcctRcvblEOYFMVAmt
Other Nts And Loans Rcvbl	$600,000	OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY	$1,800,000	OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY	$600,000	OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV	$600,000	OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY	$4,322,870	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$2,302,194	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$2,414,093	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$74,047,266	CorporateStockBOYAmt
Corporate Stock EOY	$76,073,507	CorporateStockEOYAmt
Corporate Stock EOYFMV	$99,286,220	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$8,175,991	CorporateBondsBOYAmt
Corporate Bonds EOY	$4,753,047	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$5,009,205	CorporateBondsEOYFMVAmt
Other Investments BOY	$89,888,458	OtherInvestmentsBOYAmt
Other Investments EOY	$92,324,848	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$188,457,174	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$8,182,114	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$459,467	LandBldgEquipAccumDeprecAmt
Land BOY	$7,624,806	LandBOYAmt
Land EOY	$7,722,647	LandEOYAmt
Land EOYFMV	$9,369,422	LandEOYFMVAmt
Other Assets BOY	$350,000	OtherAssetsBOYAmt
Other Assets EOY	$4,098,000	OtherAssetsEOYAmt
Other Assets EOYFMV	$4,098,000	OtherAssetsEOYFMVAmt
Total Assets BOY	$200,063,529	TotalAssetsBOYAmt
Total Assets EOY	$205,419,134	TotalAssetsEOYAmt
Total Assets EOYFMV	$326,779,005	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$159,799	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$18,738	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$159,799	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$18,738	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$199,903,730	RetainedEarningBOYAmt
Retained Earning EOY	$205,400,396	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$199,903,730	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$205,400,396	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$200,063,529	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$205,419,134	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$199,903,730	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$5,484,872	ExcessRevenueOverExpensesAmt
Other Increases	$11,794	OtherIncreasesAmt
Subtotal	$205,400,396	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$205,400,396	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt
Publicly-traded Securities	$65,361,888	$61,880,279	$3,481,609	$3,481,609
Passthrough K1 Capital Gain/(Loss)			$10,325,997
BUILDING IMP - 2901 S. BELLAIRE ST		$195,436	-$195,436	-$195,436	P	2019-08-02	2020-01-01
GENERAL ATLANTIC PARTNERS 97G LP	$2,552	$2,551	$1	$1	P	2014-07-25	2020-12-31
GENERAL ATLANTIC PARTNERS 98G LP	$2,969	$7,740	-$4,771	-$4,771	P	2014-12-02	2020-12-31

Field	Value	IRS element (for citing)
Capital Gain Net Income	$13,607,400	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$201,554	InvestmentIncomeExciseTaxAmt
Subtotal	$201,554	SubtotalAmt
Tax Based On Investment Income	$201,554	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$151,700	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$122,800	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$274,500	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Overpayment	$72,946	OverpaymentAmt
Applied To ES Tax	$72,946	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	Yes (true)	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	CO	OrgReportOrRegisterStateCd
Org Report Or Register State	LA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	WWW.MORGRIDGEFAMILYFOUNDATION.ORG	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	Foundation Source	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8008391754	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	501 Silverside Road Suite 123	AddressLine1Txt
City	Wilmington	CityNm
State Abbreviation	DE	StateAbbreviationCd
ZIP	198091377	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	Yes (true)	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
Carrie Morgridge
Foundation Source 501 Silverside Rd	Wilmington	DE	198091377	VP, Dir	40.0	$20,000	$0	$0
John D Morgridge
Foundation Source 501 Silverside Rd	Wilmington	DE	198091377	Pres, Dir	10.0	$20,000	$0	$0
John C Morgridge
Foundation Source 501 Silverside Rd	Wilmington	DE	198091377	Dir	1.0	$20,000	$0	$0
Michelle N Morgridge
Foundation Source 501 Silverside Rd	Wilmington	DE	198091377	Dir	1.0	$20,000	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee BenefitsEmployeeBenefitsAmt
Mr John Farnam
4242 EAST AMHERST AVE	DENVER	CO	80222	CHIEF OF STAFF	40.0	$217,717	$10,280
Ms Sabrina M Kronick
4242 EAST AMHERST AVENUE	DENVER	CO	80222	OFFICE ASSISTANT	40.0	$63,553	$11,501
Mr Tony Cohn
4242 EAST AMHERST AVE	DENVER	CO	80222	Director of Strategy	40.0	$111,181	$5,469
Ms Emma J Spofford
4242 EAST AMHERST AVE	DENVER	CO	80222	Executive Assistant	40.0	$105,194	$27,636
MS MEREDITH DREMAN
4242 EAST AMHERST AVE	DENVER	CO	80222	DIRECTOR OF MFF PUB	40.0	$102,449	$8,177

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	100	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
General Atlantic SERVICE COMPANY
600 STEAMBOAT RD STE 105	GREENWICH	CT	06830	Investment MGMT	$1,323,905
Merrill Lynch
153 EAST 53RD STREET 47TH FLOOR	NEW YORK	NY	10022	Investment MGMT	$626,922
Kahn Construction Corp
7310 S Alton Way	Centennial	CO	80112	CONSTRUCTION	$452,211
Sparks & Honey
437 Madison Avenue	New York	NY	10022	Philanthropic	$200,000
FOUNDATION SOURCE
55 WALLS DRIVE	FAIRFIELD	CT	06824	ADMINISTRATIVE	$190,490

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	BOOK PUBLISHING - SEE GENERAL EXPLANATION STATEMENT	Description1Txt
Expenses1	$209,027	Expenses1Amt
Description2	MORGRIDGE ACCELERATION PROGRAM - SEE GENERAL EXPLANATION STATEMENT	Description2Txt
Expenses2	$12,532	Expenses2Amt
Description3	PHILANTHROPY, EXPERT AND GRANTEE CONVENINGS - SEE GENERAL EXPLANATION STATEMENT	Description3Txt
Expenses3	$1,318	Expenses3Amt
Description4	BOOK DISTRIBUTION - SEE GENERAL EXPLANATION STATEMENT	Description4Txt
Expenses4	$206	Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	LOW INTEREST LOAN TO EXPAND EXISTING PROGRAM TO ASSIST INDIVIDUALS LACKING A COLLEGE DEGREE TO ENTER HIGHER PAYING CAREERS BY GAINING EMPLOYER-SPECIFIED SKILLS AND KNOWLEDGE	Description1Txt
Expenses1	$3,500,000	Expenses1Amt
Description2	LOAN TO EXPAND PARTNERSHIP EFFORTS THAT DIRECTLY LEAD TO NEW ACCELERATORS OF SOCIAL VENTURES IMPACTING HEALTH, EDUCATION, ENERGY, EMPOWERMENT, AND ENVIRONMENT	Description2Txt
Expenses2	$248,000	Expenses2Amt
Total	$3,748,000	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$98,915,902	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$14,857,640	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$175,611,399	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$289,384,941	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$289,384,941	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$4,340,774	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$285,044,167	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$14,252,208	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$14,252,208	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$201,554	TaxBasedOnInvestmentIncomeAmt
Income Tax	$77,136	IncomeTaxAmt
Total Tax	$278,690	TotalTaxAmt
Distributable Before Adj	$13,973,518	DistributableBeforeAdjAmt
Distributable Before Ded	$13,973,518	DistributableBeforeDedAmt
Distributable As Adjusted	$13,973,518	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$13,739,858	ExpensesAndContributionsAmt
Program Related Invst Total	$3,748,000	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$501,834	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$17,989,692	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$17,989,692	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$13,973,518	DistributableAsAdjustedAmt
Undistributed Income PY	$1,271,763	UndistributedIncomePYAmt
Prior Year1	2018	PriorYear1Yr
Prior Year2	2017	PriorYear2Yr
Prior Year3	2016	PriorYear3Yr
Qualifying Distributions	$17,989,692	QualifyingDistributionsAmt
Applied To Year1	$1,271,763	AppliedToYear1Amt
Treated As Distri From Corpus	$4,000,000	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$12,717,929	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$4,000,000	TotalCorpusAmt
Undistributed Income CY	$1,255,589	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$4,000,000	CorpusDistri170b1EOr4942g3Amt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	JOHN P MORGRIDGE	ContributingManagerNm
Contributing Manager	TASHIA MORGRIDGE	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (262 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line1RecipientForeignAddress/AddressLine1Txt	CityRecipientForeignAddress/CityNm	Province Or StateRecipientForeignAddress/ProvinceOrStateNm	CountryRecipientForeignAddress/CountryCd	Foreign PostalRecipientForeignAddress/ForeignPostalCd
50 IN 52 JOURNEY
16891 EAST 107TH AVE	COMMERCE CITY	CO	80022	N/A	PC	Charitable Event	$20,000
A PRECIOUS CHILD INC
7051 W 118TH AVE	BROOMFIELD	CO	80020	N/A	PC	COVID-19 rapid response efforts of the organization	$50,000
ADVENTURE CYCLING ASSOCIATION
PO BOX 8308	MISSOULA	MT	59807	N/A	PC	General & Unrestricted	$20,664
ALL HANDS AND HEARTS SMART RESPONSE INC
6 COUNTY RD STE 6	MATTAPOISETT	MA	02739	N/A	PC	support to help rehabilitate Kangaroo Island in Australia	$30,000
ALL HANDS AND HEARTS SMART RESPONSE INC
6 COUNTY RD STE 6	MATTAPOISETT	MA	02739	N/A	PC	COVID response grant to support the operations of the organization	$25,000
ALLIANCE FOR CHOICE IN EDUCATION
1201 E COLAX AVE	DENVER	CO	80218	N/A	PC	advancing school choice in the K-12 arena	$25,000
ALLIANCE FOR CHOICE IN EDUCATION
1201 E COLAX AVE	DENVER	CO	80218	N/A	PC	General & Unrestricted	$200,000
ALLIANCE FOR CHOICE IN EDUCATION
1201 E COLAX AVE	DENVER	CO	80218	N/A	PC	to support Social Emotional Learning via Chris Gardner's "Pursuit of Happyness" teachings and accompanying video content	$15,000
ALTA VISTA CENTER FOR AUTISM (DBA FIREFLY AUTISM H
2001 HOYT ST	LAKEWOOD	CO	80215	N/A	PC	To fund the Morgridge Family Fellowship program	$250,000
ALTA VISTA CENTER FOR AUTISM (DBA FIREFLY AUTISM H
2001 HOYT ST	LAKEWOOD	CO	80215	N/A	PC	operating support for FireFly Program	$3,000
ALTA VISTA CENTER FOR AUTISM (DBA FIREFLY AUTISM H
2001 HOYT ST	LAKEWOOD	CO	80215	N/A	PC	support the COVID-19 rapid response effort of this organization	$25,000
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RE
1789 MASSACHUSETTS AVE NW	WASHINGTON	DC	20036	N/A	PC	in support of the Morgridge Fellows program and its President and CEO Program	$600,000
ARTS COUNCIL OF BIG SKY
PO BOX 160308	BIG SKY	MT	59716	N/A	PC	General & Unrestricted	$1,030
ASPEN COMMUNITY FOUNDATION
455 GOLD RIVERS COURT STE 515	BASALT	CO	81621	N/A	PC	support of the COVID response	$72,500
BELOIT COLLEGE
700 COLLEGE ST	BELOIT	WI	53511	N/A	PC	General & Unrestricted	$147
BIG MOUNTAIN WILDLIFE AND ANIMAL SANCTUARY
PO BOX 1087	FAIRPLAY	CO	80440	N/A	PC	General & Unrestricted	$250
BIG MOUNTAIN WILDLIFE AND ANIMAL SANCTUARY
PO BOX 1087	FAIRPLAY	CO	80440	N/A	PC	This grant is to support The Middle Way programming of the sanctuary	$1,000
BIG SKY YOUTH EMPOWERMENT PROJECT INC
PO BOX 6757	BOZEMAN	MT	59771	N/A	PC	General & Unrestricted	$75,000
BIG SKY YOUTH EMPOWERMENT PROJECT INC
PO BOX 6757	BOZEMAN	MT	59771	N/A	PC	support the expansion of BYEP headquarters and programs	$75,000
BOOK TRUST
789 N SHERMAN ST	DENVER	CO	80203	N/A	PC	General & Unrestricted	$100
BOYS & GIRLS CLUB OF MARTIN COUNTY INC
PO BOX 910	HOBE SOUND	FL	33475	N/A	PC	General & Unrestricted	$1,263
BRIDGEWATER COLLEGE
402 E COLLEGE ST	BRIDGEWATER	VA	22812	N/A	PC	Student Support Foundation Clubs	$4,000
BRIDGEWATER COLLEGE
402 E COLLEGE ST	BRIDGEWATER	VA	22812	N/A	PC	renovation and construction of Bridgewater College's learning commons	$750,000
BRIDGEWATER COLLEGE
402 E COLLEGE ST	BRIDGEWATER	VA	22812	N/A	PC	General & Unrestricted	$50
BRIDGEWATER COLLEGE
402 E COLLEGE ST	BRIDGEWATER	VA	22812	N/A	PC	support the COVID-19 rapid response efforts of the organization	$1,500
BRINK LITERACY PROJECT
13999 COUNTY RD 102	ELBERT	CO	80106	N/A	PC	F(r)iction Magazine - Storytelling Brought to Life	$250
BRINK LITERACY PROJECT
13999 COUNTY RD 102	ELBERT	CO	80106	N/A	PC	support the organization to allow the CEO to dedicate time to the Morgridge Acceleration Program Fellowship	$5,000
BRINK LITERACY PROJECT
13999 COUNTY RD 102	ELBERT	CO	80106	N/A	PC	General & Unrestricted	$329
CANCER RESEARCH INSTITUTE INC
29 BROADWAY 4TH FL	NEW YORK	NY	10006	N/A	PC	General & Unrestricted	$1,052
CATHOLIC CHARITIES DIOCESE OF FORT WORTH
249 W THORNHILL DR	FORT WORTH	TX	76115	N/A	PC	General & Unrestricted	$1,000
CATHOLIC CHARITIES DIOCESE OF FORT WORTH
249 W THORNHILL DR	FORT WORTH	TX	76115	N/A	PC	support of the COVID-19 rapid response efforts of the organization	$20,000
CHERRY CREEK SCHOOLS FOUNDATION
4700 SOUTH YOSEMITE ST SUITE 1	GREENWOOD VILLAGE	CO	80111	N/A	PC	support the COVID-19 rapid response efforts of the organization	$10,000
COLORADO DEPARTMENT OF HIGHER EDUCATION
1600 BROADWAY STE 2200	DENVER	CO	80202	N/A	GOV	Single Stop College Initiative program	$45,000
COLORADO SUCCEEDS
PO BOX 271432	LITTLETON	CO	80127	N/A	PC	to support My Colorado Journey and Schmidt Futures program	$150,000
COMMIT FOUNDATION
280 WEST KAGY BLVD STE D313	BOZEMAN	MT	59715	N/A	PC	support the online support program for returning Veterans and their new mission focusing on them rebuilding their domestic life	$50,000
COMMIT FOUNDATION
280 WEST KAGY BLVD STE D313	BOZEMAN	MT	59715	N/A	PC	General & Unrestricted	$631
COMMUNITY FIRST FOUNDATION
5855 WADSWORTH BYP STE A	ARVADA	CO	80003	N/A	PC	General & Unrestricted	$9,258
COMMUNITY FOOD BANK OF NEW JERSEY INC
31 EVANS TERMINAL	HILLSIDE	NJ	07205	N/A	PC	General & Unrestricted	$1,000
COMMUNITY FOUNDATION MARTIN ST LUCIE INC
851 SE MONTEREY COMMONS BLVD	STUART	FL	34996	N/A	PC	to support the COVID emergency response	$57,500
COMMUNITY FOUNDATION MARTIN ST LUCIE INC
851 SE MONTEREY COMMONS BLVD	STUART	FL	34996	N/A	PC	support the COVID-19 rapid response efforts of the organization	$100,000
COMMUNITY FOUNDATION OF GREATER DUBUQUE
700 LOCUST ST STE 195	DUBUQUE	IA	52001	N/A	PC	support the COVID emergency response	$72,500
COMMUNITY FOUNDATION OF GREATER DUBUQUE
700 LOCUST ST STE 195	DUBUQUE	IA	52001	N/A	PC	supports the SSF Club's rapid response to COVID-19	$1,500
COMMUNITY FOUNDATION OF GREATER DUBUQUE
700 LOCUST ST STE 195	DUBUQUE	IA	52001	N/A	PC	Restricted to Hempstead HS SSF club in support of the COVID-19 rapid response efforts of the organization	$1,500
COMMUNITY FOUNDATION OF GREATER DUBUQUE
700 LOCUST ST STE 195	DUBUQUE	IA	52001	N/A	PC	support the COVID-19 rapid response efforts of the organization	$10,000
COMMUNITY FOUNDATION OF GREATER DUBUQUE
700 LOCUST ST STE 195	DUBUQUE	IA	52001	N/A	PC	support the addition of six early childhood education centers in the Greater Dubuque area	$30,000
COMMUNITY FOUNDATION OF NEW JERSEY
PO BOX 338	MORRISTOWN	NJ	07963	N/A	PC	General & Unrestricted	$515
COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY INC
2150 OAKLEY SEAVER DR	CLERMONT	FL	34711	N/A	PC	support of the COVID emergency relief efforts	$73,500
COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY INC
2150 OAKLEY SEAVER DR	CLERMONT	FL	34711	N/A	PC	Women's Giving Alliance at the Community Foundation	$1,000
COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY INC
2150 OAKLEY SEAVER DR	CLERMONT	FL	34711	N/A	PC	support of the COVID-19 rapid response efforts of the organization	$25,000
COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY INC
2150 OAKLEY SEAVER DR	CLERMONT	FL	34711	N/A	PC	Women's Giving Alliance grant for 2020 Program	$1,000
COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY INC
2150 OAKLEY SEAVER DR	CLERMONT	FL	34711	N/A	PC	General & Unrestricted	$103
CONSERVATION INTERNATIONAL FOUNDATION
2011 CRYSTAL DRIVE STE 600	ARLINGTON	VA	22202	N/A	PC	to support the research work of CI. Program	$25,000
COTTONWOOD INSTITUTE
1536 WYNKOOP ST STE 106	DENVER	CO	80202	N/A	PC	to support the Institute with its engagement of mindSpark Learning for business development and strategic planning activities	$8,500
DC CENTRAL KITCHEN INC
425 2ND ST NW	WASHINGTON	DC	20001	N/A	PC	General & Unrestricted	$250
DENVER ACADEMY INC
4400 E ILIFF AVE	DENVER	CO	80222	N/A	PC	General & Unrestricted	$500
DENVER ART MUSEUM INC
100 W 14TH AVE PKWY	DENVER	CO	80204	N/A	PC	Renovation of the Creative Hub in the North Building	$750,000
DENVER ART MUSEUM INC
100 W 14TH AVE PKWY	DENVER	CO	80204	N/A	PC	General & Unrestricted	$105
DENVER BOTANIC GARDEN INC
909 YORK ST	DENVER	CO	80206	N/A	PC	support the work of the Botanic Gardens and the advancement of horticulture	$10,000
DENVER CENTER FOR THE PERFORMING ARTS
1101 13TH ST	DENVER	CO	80204	N/A	PC	Shakespeare in the Parking Lot education efforts for the dcpa	$79,500
DENVER CENTER FOR THE PERFORMING ARTS
1101 13TH ST	DENVER	CO	80204	N/A	PC	General & Unrestricted	$500
DENVER CENTER FOR THE PERFORMING ARTS
1101 13TH ST	DENVER	CO	80204	N/A	PC	to support the expansion of Shakespeare in the parking lot	$129,000
DENVER METRO CHAMBER LEADERSHIP FOUNDATION
1445 MARKET ST	DENVER	CO	80202	N/A	PC	to support the education and policy work of the Chamber	$10,000
DONORSCHOOSE ORG
134 W 37TH ST 11TH FL	NEW YORK	NY	10018	N/A	PC	General & Unrestricted	$56
DUNNELLON HIGH SCHOOL
10055 SW 180 AVE RD	DUNNELLON	FL	34432	N/A	GOV	support a response to the COVID-19 pandemic	$1,500
DUNNELLON HIGH SCHOOL
10055 SW 180 AVE RD	DUNNELLON	FL	34432	N/A	GOV	General & Unrestricted	$50
DUNNELLON HIGH SCHOOL
10055 SW 180 AVE RD	DUNNELLON	FL	34432	N/A	GOV	Student Support Foundation Clubs	$4,000
EAST CENTRAL BOCES
PO BOX 910	LIMON	CO	80828	N/A	GOV	to support the Belize education exchange for East Central Boces educators	$10,000
EAST HIGH SCHOOL
2222 E WASHINGTON AVE	MADISON	WI	53704	N/A	GOV	support the COVID-19 rapid response efforts of the organization	$1,500
EAST HIGH SCHOOL
2222 E WASHINGTON AVE	MADISON	WI	53704	N/A	GOV	General & Unrestricted	$50
ENTREPRENEURSHIP FOR ALL INC
175 CABOT ST STE 100	LOWELL	MA	01854	N/A	PC	Scale program Nationally Program	$500,000
EPILEPSY FOUNDATION OF AMERICA
3540 CRAIN HWY STE 675	BOWIE	MD	20716	N/A	PC	supports the work of the Foundation in research and supporting individuals impacted by Epilepsy	$1,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE ST	MONTGOMERY	AL	36104	N/A	PC	General & Unrestricted	$258
FEEDING AMERICA
161 N CLARK ST SUITE 700	CHICAGO	IL	60601	N/A	PC	General & Unrestricted	$90
FLORIDA OCEANOGRAPHIC SOCIETY INC
890 NE OCEAN BLVD	STUART	FL	34996	N/A	PC	support of the science and research Program	$25,000
FORD'S THEATRE SOCIETY
514 10TH ST NW	WASHINGTON	DC	20004	N/A	PC	support of the educational programming of Ford's Theatre	$50,000
FOUNDATION FOR DUBUQUE PUBLIC SCHOOLS
700 LOCUST ST STE 195	DUBUQUE	IA	52001	N/A	PC	Student Support Foundation Clubs	$10,000
FOUNDATION FOR DUBUQUE PUBLIC SCHOOLS
700 LOCUST ST STE 195	DUBUQUE	IA	52001	N/A	PC	General & Unrestricted	$200
FRIENDS OF THE CHILDREN - NATIONAL OFFICE
44 NE MORRIS ST	PORTLAND	OR	97212	N/A	PC	General & Unrestricted	$250
GALLATIN RIVER TASK FORCE
PO BOX 160513	BIG SKY	MT	59716	N/A	PC	General & Unrestricted	$208
GATEWAY TECHNICAL COLLEGE FOUNDATION INC
3520 30TH AVE	KENOSHA	WI	53144	N/A	PC	support of the COVID-19 rapid response efforts of the organization	$4,000
GERTRUDE WALDEN CHILD CARE CENTER INC
601 SE LAKE ST	STUART	FL	34994	N/A	PC	support of the COVID-19 rapid response efforts of the organization	$15,000
GIVGUARD CHARITABLE INC
1821VERNONSTNW	WASHINGTON	DC	20009	N/A	PC	General & Unrestricted	$250
GLOBAL CONSERVATION CORPS INC
659 AUBURN AVE NE STE STE252	ATLANTA	GA	30312	N/A	PC	to allow the CEO to devote time to the Morgridge Acceleration Program Fellowship	$5,000
GLOBAL CONSERVATION CORPS INC
659 AUBURN AVE NE STE STE252	ATLANTA	GA	30312	N/A	PC	General & Unrestricted	$154
GLOBAL CONSERVATION CORPS INC
659 AUBURN AVE NE STE STE252	ATLANTA	GA	30312	N/A	PC	second year operating support for GCC	$25,000
GREATER GALLATIN UNITED WAY INC
945 TECHNOLOGY BLVD STE 101F	BOZEMAN	MT	59718	N/A	PC	support of the COVID-19 rapid response efforts of the organization	$25,000
GREATER GALLATIN UNITED WAY INC
945 TECHNOLOGY BLVD STE 101F	BOZEMAN	MT	59718	N/A	PC	support 5th - 8th grade students for summer programming in Belgrade MT	$10,000
GREATER GALLATIN UNITED WAY INC
945 TECHNOLOGY BLVD STE 101F	BOZEMAN	MT	59718	N/A	PC	support the Self Enrichment Summer Program for middle school aged students in the Gallatin Valley	$1,000
GREATER GALLATIN UNITED WAY INC
945 TECHNOLOGY BLVD STE 101F	BOZEMAN	MT	59718	N/A	PC	support the COVID emergency response	$77,500
GREATER GALLATIN UNITED WAY INC
945 TECHNOLOGY BLVD STE 101F	BOZEMAN	MT	59718	N/A	PC	support the COVID emergency response	$2,800
GREATER GOOD CHARITIES
600 UNIVERSITY ST	SEATTLE	WA	98101	N/A	PC	support the Platypus House at Taronga Zoo in Sydney	$20,000
GREATER MILWAUKEE SYNOD OF THE EVANGELICAL LUTH CH
1212 S LAYTON BLVD	MILWAUKEE	WI	53215	N/A	PC	support Breaking The Chains program for citizens re-entering community after incarceration	$1,000
GUADALUPE CENTER INC
509 HOPE CIR	IMMOKALEE	FL	34142	N/A	PC	support of the COVID-19 rapid response efforts of the organization	$15,000
HABITAT FOR HORSES INC
6060 HABITAT FOR HORSES LN	ALVIN	TX	77511	N/A	PC	supports the organization's rapid response to COVID-19	$1,000
HABITAT FOR HUMANITY OF METRO DENVER INC
3245 ELIOT ST	DENVER	CO	80211	N/A	PC	General & Unrestricted	$175
HARVEST OF HOPE PANTRY
2960 VALMONT RD	BOULDER	CO	80301	N/A	PC	supports the organization's rapid response to COVID-19	$1,000
HEART OF FLORIDA UNITED WAY
1940 CANNERY WAY	ORLANDO	FL	32804	N/A	PC	to support the COVID emergency response	$70,000
HEART OF FLORIDA UNITED WAY
1940 CANNERY WAY	ORLANDO	FL	32804	N/A	PC	support the COVID-19 rapid response efforts of the organization	$25,000
HONOR THE EARTH
607 MAIN AVE	CALLAWAY	MN	56521	N/A	PC	General & Unrestricted	$50
HUDSON LINK FOR HIGHER EDUCATION IN PRISON INC
PO BOX 862	OSSINING	NY	10562	N/A	PC	support the HVAC system for hudson link's second home	$63,000
HUMANE SOCIETY INTERNATIONAL
1255 23RD ST NW STE 450	WASHINGTON	DC	20037	N/A	PC	support the work of HSI to advance their work in India	$50,000
HUMANE SOCIETY OF THE UNITED STATES
1255 23RD ST NW STE 450	WASHINGTON	DC	20037	N/A	PC	General & Unrestricted	$1,350
IMPACT 100 GLOBAL ADVISORY COUNCIL
2840 W BAY DR 113	BELLEAIR BLUFFS	FL	33770	N/A	PC	support the following chapters: Sydney, NYC, Houston, Wausau, and Queenstown	$8,400
IMPACT 100 GLOBAL ADVISORY COUNCIL
2840 W BAY DR 113	BELLEAIR BLUFFS	FL	33770	N/A	PC	support Impact 100 Perry County in their endeavor to fund a new floor for the community crisis center	$14,100
IMPACT 100 GLOBAL ADVISORY COUNCIL
2840 W BAY DR 113	BELLEAIR BLUFFS	FL	33770	N/A	PC	support the Professional Development endeavors for the MAP Fellowship	$5,000
IMPACT 100 GLOBAL ADVISORY COUNCIL
2840 W BAY DR 113	BELLEAIR BLUFFS	FL	33770	N/A	PC	General & Unrestricted	$978
IMPACT 100 GLOBAL ADVISORY COUNCIL
2840 W BAY DR 113	BELLEAIR BLUFFS	FL	33770	N/A	PC	to support each chapter of Impact 100 around the world	$66,330
IMPACT 100 GLOBAL ADVISORY COUNCIL
2840 W BAY DR 113	BELLEAIR BLUFFS	FL	33770	N/A	PC	support the global expansion of Impact 100 and collective giving around the world	$130,000
IMPACT 100 GLOBAL ADVISORY COUNCIL
2840 W BAY DR 113	BELLEAIR BLUFFS	FL	33770	N/A	PC	to allow for the CEO's participation in the Morgridge Acceleration Program Fellowship	$5,000
IMPACT 100 GLOBAL ADVISORY COUNCIL
2840 W BAY DR 113	BELLEAIR BLUFFS	FL	33770	N/A	PC	scholarship female philanthropist into various Impact 100 Chapters	$7,200
IMPACT 100 METRODENVER
PO BOX 6416	DENVER	CO	80206	N/A	PC	to provide scholarships for a number of women into the Chapter and to introduce them to philanthropy	$10,900
IMPACT 100 METRODENVER
PO BOX 6416	DENVER	CO	80206	N/A	PC	General & Unrestricted	$51
IMPACT ALCOHOL AND OTHER DRUG ABUSE SERVICES INC
6737 W WASHINGTON ST STE 2225	MILWAUKEE	WI	53214	N/A	PC	support the Impact 2-1-1 program	$1,000
INITIATIVE EAU
712 H ST NE PMB 97	WASHINGTON	DC	20002	N/A	PC	General & Unrestricted	$104
INSTITUTE FOR AMERICAN VALUES
733 3RD AVE FL 16	NEW YORK	NY	10017	N/A	PC	to support the work of Better Angels Program	$10,000
JEFFERSON FOUNDATION
581 CONFERENCE PL	GOLDEN	CO	80401	N/A	PC	General & Unrestricted	$24,000
JUDIS HOUSE
1741 GAYLORD ST	DENVER	CO	80206	N/A	PC	support the grief and mental health support the organization provides for young people	$500
KEYSTONE CENTER
1628 SAINT JOHN RD	KEYSTONE	CO	80435	N/A	PC	to support the redesign work of the education ecosystem for Colorado	$110,000
KIDS CROSSING INC
1440 E FOUNTAIN BLVD	COLORADO SPGS	CO	80910	N/A	PC	support the foster care outreach and support program	$1,000
KIPP COLORADO SCHOOLS
3400 W NEVADA PL	DENVER	CO	80219	N/A	PC	General & Unrestricted	$256
KIPP SOCAL PUBLIC SCHOOLS
3601 E 1ST ST	LOS ANGELES	CA	90063	N/A	PC	General & Unrestricted	$105
LA FOLLETTE HIGH SCHOOL
702 PFLAUM RD	MADISON	WI	53716	N/A	GOV	General & Unrestricted	$50
LA FOLLETTE HIGH SCHOOL
702 PFLAUM RD	MADISON	WI	53716	N/A	GOV	support the COVID-19 rapid response efforts of the organization	$1,500
MADISON WEST HIGH SCHOOL
30 ASH ST	MADISON	WI	53726	N/A	PC	Student Support Foundation Clubs	$4,000
MADISON WEST HIGH SCHOOL
30 ASH ST	MADISON	WI	53726	N/A	PC	support a response to the COVID-19 pandemic	$1,500
MADISON WEST HIGH SCHOOL
30 ASH ST	MADISON	WI	53726	N/A	PC	General & Unrestricted	$100
MARICOPA COUNTY COMMUNITY COLLEGE DISTRICT FOUNDAT
2419 W 14TH ST	TEMPE	AZ	85281	N/A	PC	Student Support Foundation Club at Mesa Community College	$4,000
MARICOPA COUNTY COMMUNITY COLLEGE DISTRICT FOUNDAT
2419 W 14TH ST	TEMPE	AZ	85281	N/A	PC	General & Unrestricted	$50
MARINE EDUCATION INITIATIVE INC
2613 NW 38TH ST	BOCA RATON	FL	33434	N/A	PC	General & Unrestricted	$258
MASSACHUSETTS INSTITUTE OF TECH
77 MASSACHUSETTS AVE	CAMBRIDGE	MA	02139	N/A	PC	General & Unrestricted	$405
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
600 MEMORIAL DR W98-200	CAMBRIDGE	MA	02139	N/A	PC	This grant will allow for executive time to be committed to the Morgridge Acceleration Program Fellowship	$5,000
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
600 MEMORIAL DR W98-200	CAMBRIDGE	MA	02139	N/A	PC	This grant is to support the work of WeLog in developing their communications and marketing materials	$10,000
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
600 MEMORIAL DR BLDG W98-300	CAMBRIDGE	MA	02139	N/A	PC	MIT Solve	$250,000
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
600 MEMORIAL DR W98-200	CAMBRIDGE	MA	02139	N/A	PC	in support of the R2 workforce school and center in Africa Program	$24,000
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
600 MEMORIAL DR W98-200	CAMBRIDGE	MA	02139	N/A	PC	support the COVID-19 rapid response efforts of the organization	$35,000
MEAL AT NOON INC
287 NORWOOD AVE	LONG BRANCH	NJ	07740	N/A	PC	This grant is to support the hunger relief work of the organization	$500
MENTAL HEALTH CENTER OF DENVER
4141 E DICKENSON PL	DENVER	CO	80222	N/A	PC	General & Unrestricted	$250
METRO CARING
1100 E 18TH AVE	DENVER	CO	80218	N/A	PC	This grant is in support of the organizations hunger relief efforts.	$500
METRO CARING
1100 E 18TH AVE	DENVER	CO	80218	N/A	PC	General & Unrestricted	$263
METRO CARING
1100 E 18TH AVE	DENVER	CO	80218	N/A	PC	support of the COVID-19 rapid response efforts of the organization	$45,000
METROPOLITAN STATE UNIVERSITY OF DENVER FOUNDATION
PO BOX 173362	DENVER	CO	80217	N/A	PC	General & Unrestricted	$600
METROPOLITAN STATE UNIVERSITY OF DENVER FOUNDATION
PO BOX 173362	DENVER	CO	80217	N/A	PC	support the COVID-19 rapid response efforts of the organization	$35,000
METROPOLITAN STATE UNIVERSITY OF DENVER FOUNDATION
PO BOX 173362	DENVER	CO	80217	N/A	PC	General & Unrestricted	$50
MILE HIGH UNITED WAY INC
711 PARK AVE W	DENVER	CO	80205	N/A	PC	General & Unrestricted	$50,756
MILE HIGH UNITED WAY INC
711 PARK AVE W	DENVER	CO	80205	N/A	PC	rapid response funding for the Governor's initiative addressing COVID-19 in Colorado	$200,000
MILE HIGH UNITED WAY INC
711 PARK AVE W	DENVER	CO	80205	N/A	PC	support of the Covid relief efforts	$76,000
MINDSPARK LEARNING
455 S PIERCE ST	LAKEWOOD	CO	80226	N/A	PC	Morgridge Education Accelerator, Morgridge Innovation Certificate Program, and ongoing programs and operations	$2,000,000
MINDSPARK LEARNING
455 S PIERCE ST	LAKEWOOD	CO	80226	N/A	PC	General & Unrestricted	$5,816
MONTROSE ROTARY CLUB YOUTH FOUNDATION INC
1561 OXBOW DR	MONTROSE	CO	81401	N/A	PC	support the COVID-19 rapid response efforts of the organization	$30,000
MONTROSE ROTARY CLUB YOUTH FOUNDATION INC
1561 OXBOW DR	MONTROSE	CO	81401	N/A	PC	to support the COVID emergency response	$74,500
MONTVIEW BOULEVARD PRESBYTERIAN CHURCH
1980 DAHLIA ST	DENVER	CO	80220	N/A	PC	General & Unrestricted	$515
NATIONAL CENTER FOR LESBIAN RIGHTS
870 MARKET ST STE 370	SAN FRANCISCO	CA	94102	N/A	PC	This grant is to support the Born Perfect work of the organization	$1,000
NATIONAL COUNCIL FOR ADOPTION
225 N WASHINGTON ST	ALEXANDRIA	VA	22314	N/A	PC	to support research and publish findings on why foster families leave the system and what supports could be put into place to hold onto them for the benefit of our foster youth	$200,000
NATIONAL JEWISH HEALTH
1400 JACKSON ST	DENVER	CO	80206	N/A	PC	support of cessation of vaping in youth across the country	$5,500
NATIONAL JEWISH HEALTH
1400 JACKSON ST	DENVER	CO	80206	N/A	PC	Support the medical campus, Morgridge Fellows in Residence and Morgridge Academy	$1,500,000
NATIONAL JEWISH HEALTH
1400 JACKSON ST	DENVER	CO	80206	N/A	PC	support of Morgridge Academy with Physics in a Box	$30,000
NATIONAL JEWISH HEALTH
1400 JACKSON ST	DENVER	CO	80206	N/A	PC	General & Unrestricted	$1,280
NATIONAL JEWISH HEALTH
1400 JACKSON ST	DENVER	CO	80206	N/A	PC	architectural drawings for Morgridge Academy Program	$2,100
NATIONAL JEWISH HEALTH
1400 JACKSON ST	DENVER	CO	80206	N/A	PC	grant is to Fund a Need to end vaping in young people across the country	$100,000
NATIONAL JEWISH HEALTH
1400 JACKSON ST	DENVER	CO	80206	N/A	PC	matching grant to Fund a Need and the effort to end vaping	$30,500
NATIONAL JEWISH HEALTH
1400 JACKSON ST	DENVER	CO	80206	N/A	PC	emergency funding for COVID rapid response Program	$62,000
NATIONAL JEWISH HEALTH
1400 JACKSON ST	DENVER	CO	80206	N/A	PC	Support for the mission and research of NJH Program	$150,000
NATURE CONSERVANCY
4245 N FAIRFAX DRIVE STE 100	ARLINGTON	VA	22203	N/A	PC	General & Unrestricted	$25,000
NATURE CONSERVANCY OF NEW MEXICO
212 EAST MARCY ST SUITE 200	SANTA FE	NM	87501	N/A	PC	General & Unrestricted	$257
NEW PROFIT INC
225 FRANKLIN ST SUITE 350	BOSTON	MA	02110	N/A	PC	This grant is to support in engagement of workers for the MIT Solve Workforce Challenge	$30,000
NORTH SHORE ANIMAL LEAGUE AMERICA INC
25 DAVIS AVE	PORT WASHINGTON	NY	11050	N/A	PC	General & Unrestricted	$500
NORTHEAST IOWA COMMUNITY COLLEGE FOUNDATION INC
8342 NICC DR	PEOSTA	IA	52068	N/A	PC	Student Support Foundation Clubs	$8,000
NORTHGLENN HIGH SCHOOL
601 W 100TH PL	NORTHGLENN	CO	80260	N/A	GOV	support of the COVID-19 rapid response efforts of the organization	$1,500
NORTHGLENN HIGH SCHOOL
601 W 100TH PL	NORTHGLENN	CO	80260	N/A	GOV	General & Unrestricted	$50
OLYMPIA HIGH SCHOOL
4301 S APOPKA-VINELAND ROAD	ORLANDO	FL	32835	N/A	PC	Student Support Foundation Clubs	$4,000
ONE4ALL CHARITABLE FUND
1306 W EASTMAN ST	BOISE	ID	83702	N/A	PC	Hunger relief in India	$1,000
PARTNERS IN HEALTH
150 STATE ST	BREWER	ME	04412	N/A	PC	General & Unrestricted	$106
PAYPAL CHARITABLE GIVING FUND
1250 I ST NW STE 1202	WASHINGTON	DC	20005	N/A	PC	Match donate toProject LIFT	$3,500
PAYPAL CHARITABLE GIVING FUND
1250 I ST NW STE 1202	WASHINGTON	DC	20005	N/A	PC	match donation for Guadalupe Center Project	$5,250
PAYPAL CHARITABLE GIVING FUND
1250 I ST NW STE 1202	WASHINGTON	DC	20005	N/A	PC	Catholic Charities of Fort Worth Project	$550
PAYPAL CHARITABLE GIVING FUND
1250 I ST NW STE 1202	WASHINGTON	DC	20005	N/A	PC	ACE Scholarship Match grant	$5,000
PAYPAL CHARITABLE GIVING FUND
1250 I ST NW STE 1202	WASHINGTON	DC	20005	N/A	PC	General & Unrestricted	$100
PAYPAL CHARITABLE GIVING FUND
1250 I ST NW STE 1202	WASHINGTON	DC	20005	N/A	PC	ACTS Community Development Corporation Project	$550
PBS FOUNDATION
2100 CRYSTAL DR	ARLINGTON	VA	22202	N/A	SO I	General & Unrestricted	$104
PETFINDER FOUNDATION
4729 E SUNRISE DR 119	TUCSON	AZ	85718	N/A	PC	General & Unrestricted	$250
PHILANTHROPY ROUNDTABLE
1120 20TH ST NW STE 550 SOUTH	WASHINGTON	DC	20036	N/A	PC	support the development and implementation of a strategic plan for the organization	$10,000
PLACE OF HOPE
7152 MUSTANG RIM DR	COLORADO SPGS	CO	80923	N/A	PC	General & Unrestricted	$515
PLYMOUTH STATE UNIVERSITY
17 HIGH ST MSC 50	PLYMOUTH	NH	03264	N/A	PC	Student Support Foundation Clubs	$4,000
PLYMOUTH STATE UNIVERSITY
17 HIGH ST MSC 50	PLYMOUTH	NH	03264	N/A	PC	General & Unrestricted	$50
PLYMOUTH STATE UNIVERSITY
17 HIGH ST MSC 50	PLYMOUTH	NH	03264	N/A	PC	This grant will support the Women's Giving initiative at PSU	$5,000
PLYMOUTH STATE UNIVERSITY
17 HIGH ST MSC 50	PLYMOUTH	NH	03264	N/A	PC	supports the SSF Club's rapid response to COVID-19	$1,500
PORCHLIGHT INC
306 N BROOKS ST	MADISON	WI	53715	N/A	PC	General & Unrestricted	$258
PROJECT LIFT INC
1330 SW 34TH ST	PALM CITY	FL	34990	N/A	PC	to support the mental health needs of young people as a result of the COVID-19 impact on Martin County	$35,000
PURPOSITY FOUNDATION INC
3380 PEACHTREE RD NE UNIT 1807	ATLANTA	GA	30326	N/A	PC	General & Unrestricted	$221
RACINE COMMUNITY OUTPOST 6TH ST INC
4819 LAZYWOOD CT	MT PLEASANT	WI	53403	N/A	PC	This grant will support the rebuild of the C.O.P.S. House that burned as a result of protests	$25,000
RAINBOW RAILROAD USA INC
601 W 26TH ST	NEW YORK	NY	10001	N/A	PC	General & Unrestricted	$103
RAISE THE FUTURE
1325 S COLORADO BLVD STE 700	DENVER	CO	80222	N/A	PC	General & Unrestricted	$256
ROCKY MOUNTAIN PREPARATORY SCHOOL
7808 CHERRY CREEK S DRIVE 3-30	DENVER	CO	80231	N/A	PC	support of the COVID-19 rapid response efforts of the organization	$20,000
ROLE MODEL MOVEMENT INC NFP
47 W POLK ST STE 100	CHICAGO	IL	60605	N/A	PC	General & Unrestricted	$50
ROLLINS COLLEGE
PO BOX 85001 DEPT 9921	ORLANDO	FL	32885	N/A	PC	General & Unrestricted	$50
ROLLINS COLLEGE
PO BOX 85001 DEPT 9921	ORLANDO	FL	32885	N/A	PC	Student Support Foundation Clubs	$4,000
ROLLINS COLLEGE
PO BOX 85001 DEPT 9921	ORLANDO	FL	32885	N/A	PC	supports the SSF Club's rapid response to COVID-19	$1,500
ROSALYNN CARTER INSTITUTE FOR CAREGIVERS INC
PO BOX 647	AMERICUS	GA	31709	N/A	PC	General & Unrestricted	$102
ROUTT COUNTY UNITED WAY
PO BOX 774005	STEAMBOAT SPRINGS	CO	80477	N/A	PC	support of the COVID-19 rapid response efforts of the organization	$15,000
ROUTT COUNTY UNITED WAY
PO BOX 774005	STEAMBOAT SPRINGS	CO	80477	N/A	PC	support of the COVID emergency response	$71,500
SAILFISH EMPLOYEE AID FUND INC
2945 SE DUNE DR	STUART	FL	34996	N/A	PC	to support emergency needs of the community	$1,000
SAILFISH POINT FOUNDATION INC
2201 SE SAILFISH POINT BLVD	STUART	FL	34996	N/A	PC	in support of the Foundation fulfilling it's mission of community support	$25,000
SALVATION ARMY
455 E SPRING ST	LONG BEACH	CA	90806	N/A	PC	General & Unrestricted	$52
SCHOOL DISTRICT 12 EDUCATION FOUNDATION
FIVE STAR EDUCATION FOUNDATION 1500	THORNTON	CO	80241	N/A	PC	support the organization's COVID-19 rapid response efforts	$100,000
SECOND CHANCE CENTER INC
224 POTOMAC ST	AURORA	CO	80011	N/A	PC	This grant is to support the re-entry efforts of the organization	$500
SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA INC
411 MERCY DR	ORLANDO	FL	32805	N/A	PC	support the organization's rapid response to the Covid-19 crisis	$100,000
SENIOR SUPPORT SERVICES
846 E 18TH AVE	DENVER	CO	80218	N/A	PC	This grant is to support hunger relief and other services for homeless seniors in the metro Denver area.	$500
SHARE OUR STRENGTH
1030 15TH ST NW STE 1100W	WASHINGTON	DC	20005	N/A	PC	General & Unrestricted	$100
SHEDD AQUARIUM SOCIETY
1200 S LAKE SHORE DR	CHICAGO	IL	60605	N/A	PC	This grant is to support the science and research of the Shedd Aquarium	$100,000
SHEDD AQUARIUM SOCIETY
1200 S LAKE SHORE DR	CHICAGO	IL	60605	N/A	PC	General & Unrestricted	$250
SHINING HOPE FOR COMMUNITIES INC
11 PARK PL 3RD FL	NEW YORK	NY	10007	N/A	PC	General & Unrestricted	$361
ST JOSEPH FOOD PROGRAM INC
1465A OPPORTUNITY WAY	MENASHA	WI	54952	N/A	PC	This grant is to support the hunger relief work of the organization.	$1,000
STANFORD UNIVERSITY
PO BOX 20466	STANFORD	CA	94309	N/A	PC	General & Unrestricted	$250
STETSON UNIVERSITY INC
421 N WOODLAND BLVD	DELAND	FL	32723	N/A	PC	General & Unrestricted	$50
STETSON UNIVERSITY INC
421 N WOODLAND BLVD	DELAND	FL	32723	N/A	PC	Student Support Foundation Clubs	$4,000
STRIVE PREPARATORY SCHOOLS
2480 W 26TH AVE B-360	DENVER	CO	80211	N/A	PC	Student Support Foundation Clubs	$4,000
STRIVE PREPARATORY SCHOOLS
2480 W 26TH AVE B-360	DENVER	CO	80211	N/A	PC	General & Unrestricted	$50
STRIVE PREPARATORY SCHOOLS
2480 W 26TH AVE B-360	DENVER	CO	80211	N/A	PC	supports the SSF Club's rapid response to COVID-19	$1,500
THE COLORADO MUSEUM OF NATURAL HISTORY
2001 COLORADO BLVD	DENVER	CO	80205	N/A	PC	This grant will allow for executive time to be allocated to the Morgridge Acceleration Program Fellowship	$5,000
THE COLORADO MUSEUM OF NATURAL HISTORY
2001 COLORADO BLVD	DENVER	CO	80205	N/A	PC	This grant is to support the efforts of the young philanthropists at the DMNS	$10,000
THE COLORADO MUSEUM OF NATURAL HISTORY
2001 COLORADO BLVD	DENVER	CO	80205	N/A	PC	General & Unrestricted	$666
THE DRAPER RICHARDS KAPLAN FOUNDATION
1600 EL CAMINO REAL STE 155	MENLO PARK	CA	94025	N/A	PC	as a donor partner in Fund IV	$200,000
THE SUMMIT FOUNDATION
PO BOX 4000	BRECKENRIDGE	CO	80424	N/A	PC	General & Unrestricted	$250
TIGER WOODS FOUNDATION INC
ONE TIGER WOODS WAY	ANAHEIM	CA	92801	N/A	PC	This grant is to support STEM Education initiatives through the TGR Foundation.	$50,000
TIGER WOODS FOUNDATION INC
ONE TIGER WOODS WAY	ANAHEIM	CA	92801	N/A	PC	General & Unrestricted	$360
TIGER WOODS FOUNDATION INC
ONE TIGER WOODS WAY	ANAHEIM	CA	92801	N/A	PC	This grant will support executive time to devote to the Morgridge Acceleration Program Fellowship.	$5,000
TONY LA RUSSAS ANIMAL RESCUE FOUNDATION
2890 MITCHELL DR	WALNUT CREEK	CA	94598	N/A	PC	General & Unrestricted	$2,500
TONY LA RUSSAS ANIMAL RESCUE FOUNDATION
2890 MITCHELL DR	WALNUT CREEK	CA	94598	N/A	PC	support the COVID-19 rapid response efforts of the organization	$15,000
TWO STATE YOUNG MENS CHRISTIAN ASSOCIATION
748 HAMILTON RD	BECKET	MA	01223	N/A	PC	General & Unrestricted	$1,000
UNITED AGAINST POVERTY INC
1400 27TH ST	VERO BEACH	FL	32960	N/A	PC	support of the COVID-19 rapid response efforts of the organization	$25,000
UNITED STATES SAILING CENTER OF MARTIN COUNTY INC
1955 NE INDIAN RIVER DR	JENSEN BEACH	FL	34957	N/A	PC	General & Unrestricted	$2,000
UNITED WAY OF BROWARD COUNTY
1300 S ANDREWS AVE	FT LAUDERDALE	FL	33316	N/A	PC	support the COVID emergency response	$70,000
UNITED WAY OF BROWARD COUNTY
1300 S ANDREWS AVE	FT LAUDERDALE	FL	33316	N/A	PC	support of the COVID rapid response efforts of the organization	$50,000
UNITED WAY OF CENTRAL NEW MEXICO
2340 ALAMO AVE SE 2ND FL	ALBUQUERQUE	NM	87106	N/A	PC	to support the COVID emergency response	$77,000
UNITED WAY OF DANE COUNTY INC
2059 ATWOOD AVE	MADISON	WI	53704	N/A	PC	support of the COVID emergency response	$65,000
UNITED WAY OF DANE COUNTY INC
2059 ATWOOD AVE	MADISON	WI	53704	N/A	PC	support the COVID-19 rapid response efforts of the organization	$25,000
UNITED WAY OF MARION CO INC
1401 NE 2ND ST	OCALA	FL	34470	N/A	PC	support of the COVID emergency response	$75,000
UNITED WAY OF RACINE COUNTY INC
2000 DOMANIK DR	RACINE	WI	53404	N/A	PC	to support the COVID emergency response efforts	$64,700
UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC
12424 RESEARCH PKWY STE 250	ORLANDO	FL	32826	N/A	PC	General & Unrestricted	$50
UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC
12424 RESEARCH PKWY STE 250	ORLANDO	FL	32826	N/A	PC	General & Unrestricted	$50
UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC
12424 RESEARCH PKWY STE 250	ORLANDO	FL	32826	N/A	PC	Student Support Foundation Clubs	$4,000
UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC
12424 RESEARCH PKWY STE 250	ORLANDO	FL	32826	N/A	PC	supports the SSF Club's rapid response to COVID-19	$1,500
UNIVERSITY OF DENVER
2190 EAST ASBURY AVE	DENVER	CO	80208	N/A	PC	General & Unrestricted	$145
UNIVERSITY OF DENVER - OFFICE OF GIFT PROCESSING
2190 E ASBURY AVE	DENVER	CO	80208	N/A	PC	support the COVID-19 rapid response efforts of the organization	$10,000
URBAN PEAK DENVER
2100 STOUT ST	DENVER	CO	80205	N/A	PC	This grant is to support the outreach, homeless services, employment training for youth in the metro Denver area	$1,000
URBAN PEAK DENVER
2100 STOUT ST	DENVER	CO	80205	N/A	PC	General & Unrestricted	$778
URBAN PEAK DENVER
2100 STOUT ST	DENVER	CO	80205	N/A	PC	This grant is to support the work with homeless youth.	$500
URBAN PEAK DENVER
2100 STOUT ST	DENVER	CO	80205	N/A	PC	support Urban Peak in serving vulnerable youth populations experiencing housing insecurity	$75,000
WAKATIPU COMMUNITY FOUNDATION
				N/A	PC	General & Unrestricted	$150,000	21 BEDFORD ST	ARROWTOWN	OTAGO	NZ	9302
WELD FOOD BANK
1108 H ST	GREELEY	CO	80631	N/A	PC	support the replacement of the freezer for the food bank	$20,000
WOMENS BEAN PROJECT
3201 CURTIS ST	DENVER	CO	80205	N/A	PC	General & Unrestricted	$258
WORD KEEPERS INC
PO BOX 138233	CLERMONT	FL	34713	N/A	PC	This grant will support two months of operations for Well of Hope	$6,200
YELLOWSTONE CLUB COMMUNITY FOUNDATION
1111 RESEARCH DR STE B	BOZEMAN	MT	59718	N/A	PC	This grant is restricted to support families who have been impacted by the Bridger Mountain Wild Fires in Montana	$25,000
YELLOWSTONE CLUB COMMUNITY FOUNDATION
1111 RESEARCH DR STE B	BOZEMAN	MT	59718	N/A	PC	support the organization's rapid response to the COVID-19 crisis	$20,000
YELLOWSTONE CLUB COMMUNITY FOUNDATION
1111 RESEARCH DR STE B	BOZEMAN	MT	59718	N/A	PC	to support the Black Diamond endeavor year two	$10,000
YELLOWSTONE FOREVER
PO BOX 1857	BOZEMAN	MT	59771	N/A	PC	General & Unrestricted	$103
YUVA UNSTOPPABLE USA INC
240 E 47TH ST APT 27AB	NEW YORK	NY	10017	N/A	PC	in support of the Morgridge Schools in India with emergency funding in response of COVID	$15,000
YWCA MADISON INC
101 E MIFFLIN ST STE 100	MADISON	WI	53703	N/A	PC	support of the COVID-19 rapid response efforts of the organization	$30,000
YWCA MADISON INC
101 E MIFFLIN ST STE 100	MADISON	WI	53703	N/A	PC	General & Unrestricted	$250
IMPACT 100 GLOBAL ADVISORY COUNCIL
2840 W BAY DR 113	BELLEAIR BLUFFS	FL	33770	N/A	PC	General & Unrestricted (See General Explanation Statement)	$1,199
WAKATIPU COMMUNITY FOUNDATION
				N/A	PC	General & Unrestricted (See General Explanation Statement)	$9,995	21 BEDFORD ST	ARROWTOWN	OTAGO	NZ	9302
CORAL COMMUNITY FOUNDATION
1405 SE 47TH ST STE 2	CAPE CORAL	FL	399049681	N/A	PC	General & Unrestricted (See General Explanation Statement)	$600

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$12,020,394	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$25,959	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$2,516,718	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Incm Part VII		OtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Business	525990	BusinessCd
Unrelated Business Taxbl Incm	$478,223	UnrelatedBusinessTaxblIncmAmt
Exclusion	18	ExclusionCd
Exclusion	$13,607,400	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (5 entries)

DescDesc	BusinessBusinessCd	Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt	ExclusionExclusionCd	ExclusionExclusionAmt	Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
K-1 Inc/Loss	525990	-$14	14	$843,846
Federal Tax Refund			01	$82,800
INTEREST FROM NOTES RECEIVABLE			14	$23,086
BOOK SALES					$962
CLASS ACTION LAWSUIT PROCEEDS			01	$1,478

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$478,209	UnrelatedBusinessTaxblIncmAmt
Exclusion	$17,101,287	ExclusionAmt
Related Or Exempt Function Incm	$962	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$17,580,458	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Field	Value	IRS element (for citing)
Line Number	11	LineNumberTxt
Relationship Statement	INCOME RECEIVED FROM SALES OF "EVERY GIFT MATTERS"SPIRIT OF THE TRAIL" - SEE ATTACHMENT TO PART IX-A FOR A DESCRIPTION OF THIS DIRECT CHARITABLE ACTIVITY.	RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd
Morgridge Personal Trust
1	c/o John Morgridge 3131 Alpine Roa	Portola Valley	CA	94028	$1,000,000	Yes (X)
TOSA Foundation
2	c/o Tashia F Morgridge 3130 Alpin	Portola Valley	CA	94028	$4,000,000	Yes (X)

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (28 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Prior Year DepreciationPriorYearDepreciationAmt	Computation MethodComputationMethodTxt	LifeLifeRt	Current Year ExpenseCurrentYearExpenseAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
BLDG - BELLAIRE	2019-07-29	$106,413	$0	SL	39	$0	$0
BLDG - AMHERST	2019-04-08	$2,662,491	$51,202	SL	39	$68,269	$0
BLDG 455 S PIERCE	2017-09-11	$840,196	$50,267	SL	39	$21,543	$0
BLDG IMP - AMHERST	2019-09-30	$1,364,992	$8,750	SL	39	$35,000	$0
BLDG IMP - PIERCE	2017-09-11	$1,873,371	$112,082	SL	39	$48,035	$0
EQUIP - AMHERST	2019-07-31	$14,367	$855	SL	7	$2,052	$0
EQUIP - AMHERST	2019-08-14	$5,970	$355	SL	7	$853	$0
FURN - PIERCE	2019-07-24	$6,246	$372	SL	7	$892	$0
FURNITURE	2014-01-01	$3,735	$2,937	SL	7	$534	$0
FURN - AMHERST	2019-04-08	$166,441	$17,833	SL	7	$23,777	$0
LAND - BELLAIRE	2019-01-01	$318,750		L			$0
LAND - AMHERST	2009-10-07	$154,366		L			$0
LAND - PIERCE	2016-04-11	$210,049		L			$0
LAND IMP - AMHERST	2019-08-12	$25,435	$707	SL	15	$1,696	$0
LAND IMP - PIERCE	2017-09-11	$8,644	$1,344	SL	15	$576	$0
LAND IMP - PIERCE	2017-09-26	$8,384	$1,258	SL	15	$559	$0
LAND IMP - PIERCE	2018-06-21	$22,900	$2,290	SL	15	$1,527
BLDG IMP - PIERCE	2018-06-22	$8,302	$284	SL	39	$213
BLDG IMP - PIERCE	2018-08-13	$4,101	$158	SL	39	$105
BCI ONLINE COURSE	2019-10-14	$12,948	$216	SL	15	$863
LAND - BELLAIRE	2020-01-01	$57,182		L
BLDG - BELLAIRE	2020-08-25	$31,407
BLDG IMP - AMHERST	2020-01-01	$26,856		SL	39	$689
EQUIP - AMHERST	2020-01-03	$1,374		SL	7	$196
FURN - AMHERST	2020-06-09	$4,570		SL	7	$653
BLDG IMP - PIERCE	2020-07-07	$20,460		SL	39	$525
BLDG - BELLAIRE	2020-08-25	$359,984
BLDG IMP - BELLAIR	2019-07-29	$57,616

Distribution From Corpus Election DistributionFromCorpusElection

Field	Value	IRS element (for citing)
Election	PURSUANT TO IRC SECTION 4942(H) AND TREASURY REGULATIONS SECTION 53.4942(A)-3(D)(2), THE MORGRIDGE FAMILY FOUNDATION HEREBY ELECTS TO TREAT $4,000,000 OF ITS CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. BY: /S/ CARRIE MORGRIDGE TITLE: VICE PRESIDENT/DIRECTOR	ElectionDesc

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (8 entries)

IdentifierIdentifierTxt	Form And Line ReferenceFormAndLineReferenceDesc	Medium ExplanationMediumExplanationTxt
FORM 990-PF, PART IX-A	FORM 990-PF, PART IX-A - SUMMARY OF DIRECT CHARITABLE ACTIVITIES	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: During 2020, the Foundation began researching its third book project. Courage Money will be a collection of stories submitted by public charities about how donor support has impacted them, allowed them to launch new organizations, new initiatives, etc. The Foundation hopes this work will help the larger foundation and philanthropic community transform and future-proof its current models. Morgridge Acceleration Program: Match emerging leaders with public charities. Participants collaborate with Mentors to work on a given challenge and create solutions. Philanthropy, Expert and Grantee Convenings: The Morgridge Family Foundation hosts regular and frequent gatherings - both scheduled and impromptu - among its peers in philanthropy, experts in the areas currently or potentially to be funded by the Foundation, and its grantees and potential grantees. These gatherings advance the Foundation's goal of maximizing its social impact by promoting collegiality and understanding, capturing and fostering the sharing of lessons, identifying and advancing collective impact opportunities and increasing overall efficiency and effectiveness in the sector. 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.
FORM 990-PF, PART XIII, LINE 7	FORM 990-PF, PART XIII, LINE 7	The Morgridge Family Foundation received a grant of $4,000,000 in the taxable year ending December 31, 2020 from the TOSA Foundation, a private non-operating foundation. As reported on Part XIII, Line 7, The Morgridge Family Foundation is treating $4,000,000 of its 2020 qualifying distributions in excess of the immediately preceding tax year's undistributed income as distributions out of corpus as required by Internal Revenue Code Section 4942(G)(3) and Treasury Regulations Section 53.4942(A)-3(C)(2).
FORM 990-PF, PART I, LINE 6	FORM 990-PF, PART I, LINE 6A	PART I LINE 6A (990-PF) - RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $13,607,400 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $478,223 TOTAL PART I, LINE 6A: $14,085,623 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRADED SECURITIES GROSS SALES PRICE: $65,361,888 BOOK BASIS: $61,880,279 NET GAIN/(LOSS): $3,481,609 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $10,325,997 SALES OF OTHER ITEMIZED ASSETS GROSS SALES PRICE: $5,521 BOOK BASIS: $205,727 NET GAIN/(LOSS): $(200,206)
Forms 926	Forms 926	The Foundation has prepared these forms to the best of its ability based on the limited information provided to it by the investment 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.
Form 8865	Form 8865	The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment 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.
IN-KIND GRANTS	PART I LINE 25 AND PART XV LINE 3A	DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING VALUE OF EGM BOOKS: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $11,794 TOTAL BOOK VALUE OF PROPERTY: $- TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $11,794 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $11,794 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: Every Gift Matters Books UNITS: 60 DATE OF DISTRIBUTION: 2/1/2020 GRANT RECIPIENT: Impact 100 Global Advisory Council - Melbourne FMV OF PROPERTY: $1,199 BOOK VALUE OF PROPERTY: $- CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $1,199 DESCRIPTION OF PROPERTY: Every Gift Matters Books UNITS: 500 DATE OF DISTRIBUTION: 2/1/2020 GRANT RECIPIENT: Wakatipu Community Foundation FMV OF PROPERTY: $9,995 BOOK VALUE OF PROPERTY: $- CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $9,995 DESCRIPTION OF PROPERTY: Every Gift Matters Books UNITS: 30 DATE OF DISTRIBUTION: 5/1/2020 GRANT RECIPIENT: CAPE Coral Community Foundation FMV OF PROPERTY: $600 BOOK VALUE OF PROPERTY: $- CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $600
FORM 990-PF, PARTS I AND XV	FORM 990-PF, PARTS I AND XV	TOTAL Part I, Line 25, Column (a) and Part XV, Line 3a: $12,020,394 Less amount not treated as qualifying distribution: $11,794 TOTAL Part I, Line 25, Column (d): $12,008,600
Part VII-A, Line 3	Part VII-A, Line 3

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (63 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
3M - 2.250% - 03/15/2023	$41,614	$48,436
AFLAC INC - 3.625% - 11/15/202	$43,136	$45,869
ALPHABET INC CL C - 3.375% - 0	$44,815	$47,047
AMAZON COM - 5.200% - 12/03/20	$43,271	$46,111
AMERICAN HONDA FINANCE - 3.625	$41,354	$44,608
AMERIPRISE FINANCIAL - 2.875%	$41,072	$48,642
APPLE INC - 3.450% - 05/06/202	$44,445	$47,353
BLACKROCK - 3.200% - 03/15/202	$44,724	$47,375
BP CAP MKTS P L C NOTE CALL MA	$43,437	$46,838
CATERPILLAR INC - 3.750% - 11/	$61,575	$63,636
CHEVRON CORP - 3.326% - 11/17/	$42,063	$45,683
CITIGROUP INC - 3.887% - 01/10	$63,505	$69,911
CITIGROUP INC SR GLBL -D NT -	$42,872	$46,458
COCO-COLA - 0.029% - 10/27/202	$41,816	$46,571
COLGATE PALMOLIVE - 3.250% - 0	$44,564	$46,887
COMCAST CORP NOTE - 4.150% - 1	$60,627	$69,819
COSTCO - 3.000% - 05/17/2027	$45,567	$48,252
CVS CAREMARK CORP NOTE - 4.300	$69,172	$71,397
DEERE JOHN CAP CORP BOND - 2.8	$47,379	$47,494
DUKE ENERGY CAROLINAS - 2.950%	$42,220	$49,312
ENTERPRISE PRODUCTS - 5.700% -	$47,197	$60,408
EXXON MOBIL CORP - 3.176% - 03	$43,933	$46,380
GE CAP CORP NTS - 5.875% - 01/	$48,110	$54,151
GOLDMAN SACHS - 3.800% - 03/15	$119,091	$117,604
HOME DEPOT INC - 2.700% - 04/0	$44,954	$46,149
ILLINOIS TOOL WORKS - 2.650% -	$41,985	$49,726
INTEL CORP - 2.600% - 05/19/20	$41,683	$48,017
JOHNSON & JOHNSON - 2.625% - 0	$43,547	$47,612
JP MORGAN CHASE - 5.300% - 12/	$791,249	$747,532
JP MORGAN CHASE BANKNA NOTE -	$80,813	$93,947
JPMORGAN CHASE & CO FR - 3.875	$42,510	$46,889
MERCK & CO INC - 2.750% - 02/1	$43,514	$47,798
MICROSOFT CORP - 2.375% - 06/0	$41,778	$42,852
MICROSOFT CORP NOTE - 3.700% -	$84,336	$105,242
MORGAN STANLEY FR - 3.700% - 1	$43,624	$47,850
MORGAN STANLEY MTN CALL - 0.00	$42,626	$47,951
NEXTERA ENERGY, INC - 2.750% -	$46,754	$47,601
NOVARTIS CAPITAL CORP - 3.400%	$44,523	$47,171
ORACLE CORP NOTE - 3.250% - 11	$44,680	$47,926
PEPSICO - 2.375% - 10/06/2026	$41,723	$49,014
PHILLIP MORRIS INTL - 2.750% -	$40,832	$47,987
PRAXIAR - 3.200% - 01/30/2026	$42,704	$47,040
PROCTER AND GAMBLE CO - 2.850%	$44,881	$46,886
QUALCOMM INC - 3.250% - 05/20/	$45,351	$48,789
REALTY INCOME CORP - 3.875% -	$40,610	$46,184
RIO TINTO FIN - 3.750% - 06/15	$42,663	$46,278
ROYAL DUTCH SHELL CL A - 2.500	$61,625	$70,276
SCHWAB CHARLES CORP - 2.650% -	$59,881	$61,806
SCHWAB CHARLES CORP PERPETUAL	$979,999	$1,017,499
SHELL INTL FIN - 2.250% - 01/0	$66,863	$66,472
SIMON PPTY GROUP LP - 3.375% -	$44,845	$46,936
STATOIL ASA - 3.250% - 11/10/2	$43,726	$47,380
TARGET - 2.500% - 04/15/2026	$41,361	$48,627
TOYOTA MOTOR CREDIT CORP - 3.0	$48,004	$48,385
UNIFORM POOL #MA3851 - 4.500%	$4,477	$4,580
UNITED PARCEL SERVICE - 3.050%	$45,400	$49,238
UNITEDHEALTH GROUP INC NOTE -	$41,811	$48,188
VERIZON COMMUNICATIONS INC - 4	$69,654	$69,543
VIRGINIA ELEC POWER - 2.750% -	$43,179	$45,020
WAL-MART STORES INC NT - 2.550	$47,422	$48,191
WASTE MANAGEMENT INC - 3.150%	$45,122	$48,548
WELLS FARGO &CO MTN - 3.584% -	$63,316	$70,213
WELLS FARGO - 4.300% - 07/22/2	$61,463	$65,620

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (205 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ABB LTD	$80,280	$83,321
ABBOTT LABS	$409,969	$687,159
ABBVIE INC	$295,666	$375,239
ACCENTURE PLC	$75,723	$115,455
ADOBE SYSTEMS, INC	$233,646	$542,130
ADVANCE AUTO PARTS INC	$93,431	$102,854
AIR PRODS & CHEM INC	$235,302	$431,414
AKAMAI TECH COM STK	$68,234	$106,460
ALCON INC	$84,291	$100,620
ALEXION PHARMACEUTICALS, INC	$71,433	$92,650
ALIBABA GROUP HOLDING LTD	$99,508	$127,769
ALLEGION PLC	$19,449	$26,651
ALLSTATE CORP	$117,545	$130,927
ALPHABET INC CL A	$1,131,603	$1,740,371
AMAZON COM	$1,814,975	$2,999,632
AMEREN CORPORATION	$51,512	$58,779
AMERICAN ELECTRIC POWER INC	$57,396	$61,537
AMERICAN TOWER REIT INC	$454,344	$569,455
AMGEN INC	$285,673	$317,749
ANALOG DEVICES INC	$89,707	$113,309
ANTHEM INC	$243,502	$297,650
AON PLC CL A	$58,480	$66,973
APPLE INC	$1,234,607	$2,935,633
APTIV PLC	$43,802	$75,177
ASML HOLDING NV NY REG SHS	$106,769	$163,874
ASTRAZENECA	$31,890	$27,994
AT&T, INC	$52,231	$52,573
ATLASSIAN CORP PLC	$72,565	$105,242
AUTOMATIC DATA PROCESSING INC	$374,031	$396,979
AVERY DENNISON CORP	$36,296	$44,206
BALL CP	$277,447	$395,176
BANK OF NOVA SCOTIA	$65,305	$70,522
BAXTER INTERNATIONAL INC	$43,665	$50,952
BIOMARIN PHARMACEUTICAL INC	$53,442	$61,208
BLACKROCK INC	$591,892	$1,008,713
BRISTOL-MYERS SQUIBB CO	$92,056	$114,693
BROADCOM INC	$411,606	$634,445
CALVERT EQUITY PORTFOLIO	$568,313	$781,604
CANADIAN NATL RAILWAY CO	$103,240	$113,585
CAPITAL ONE FINANCIAL CORP	$188,563	$225,872
CHEVRON CORP	$352,164	$307,060
CHUBB LIMITED	$133,823	$139,144
CISCO SYSTEMS INC	$5,946,785	$8,684,811
CITIGROUP INC	$374,891	$377,791
CME GROUP, INC	$84,253	$91,207
CMS ENERGY CP	$40,491	$47,832
COHEN & STEERS LOW DURATION PR	$2,162,797	$2,162,832
COMCAST CORP	$438,514	$586,880
CONSTELLATION BRANDS INC	$293,866	$364,718
COSTCO WHOLESALE CORPORATION	$635,790	$979,628
CROWN CASTLE INTL	$258,105	$452,259
CUMMINS INC	$39,740	$60,636
CVS CAREMARK CORP	$123,320	$126,014
CYBERARK SOFTWARE LTD	$28,262	$38,620
D R HORTON	$154,635	$189,530
DANAHER CORP	$309,834	$580,008
DEERE CO	$49,176	$79,370
DIAGEO PLC ADS	$80,891	$112,437
DIGITAL RLTY TR INC	$78,590	$94,169
DJIA LIRN BOFA	$98,342	$157,069
DOVER CORP	$142,618	$246,566
DTE ENERGY CO COM	$31,265	$42,494
DUKE ENERGY CO	$21,713	$22,158
EATON CORP PLC	$184,870	$229,467
EBAY INC	$78,854	$80,702
ECOLAB INC	$249,189	$364,567
EDWARDS LIFESCIENCES	$108,869	$198,334
ELI LILLY & CO	$264,079	$390,527
EQUINIX, INC	$76,721	$133,552
ESTEE LAUDER COMPANIES INC	$125,637	$264,593
EVERSOURCE ENERGYINC	$95,234	$116,962
EXTRA SPACE STORAGE	$38,500	$47,387
FACEBOOK INC	$748,917	$1,140,989
FERRARI NV	$52,007	$69,315
FIDELITY NATIONAL INFORMATION	$197,803	$203,419
FIN BASKET ARN ISS CIBC CAP 21	$1,050,000	$1,060,500
FIN BSKT SUN ISS 15.45% DUE 12	$1,500,000	$1,500,000
FIRST EAGLE SOGEN GOLD FUND	$1,011,266	$910,528
FISERV INC	$386,554	$421,396
GEN DYNAMICS CP	$179,603	$169,804
GRAINGER W W INC	$91,042	$129,444
HDFC BANK LTD ADR	$63,308	$92,999
HILTON WORLDWIDE HOLDINGS, INC	$194,126	$271,586
HOME DEPOT INC	$833,943	$1,320,663
HONEYWELL INTL	$1,121,739	$1,652,254
IHS MARKIT LTD	$175,446	$248,200
ILLINOIS TOOL WORKS	$134,124	$220,598
INTERCONTINENTAL EXCHANGE, INC	$187,447	$266,205
INTERNATIONAL BUSINESS MACHINE	$149,801	$158,483
INTL BKT LIRN ISS HSBC DUE 02/	$1,100,000	$1,241,900
INTL BKT STEPUP ISS CS 11.80%	$1,725,000	$1,728,449
INTL BKT SUN 8.52% DUE 12/29/2	$2,250,000	$2,249,999
INTUIT	$259,663	$393,525
INTUITIVE SURGICAL	$112,111	$197,162
ISHARES MSCI-JAPAN	$62,937	$76,073
JOHNSON & JOHNSON	$323,265	$386,053
JONES LANG LASALLE INCOME PROP	$1,233,227	$1,248,453
JP MORGAN CHASE	$864,664	$1,178,701
KIMBERLY CLARK CORP	$72,184	$80,359
KLA TENCOR CORP	$55,017	$138,776
KONINKLIJKE PHILIPS ELECTRONIC	$73,350	$82,284
LAM RESEARCH CORP	$58,974	$170,962
LINDE PLC COM	$29,198	$46,378
LOCKHEED MARTIN CORP	$733,073	$922,238
LOWES COMPANIES INC	$116,264	$195,020
LULULEMON ATHLETICA INC	$41,792	$65,778
LYONDELLBASELL INDUSTRIES NV	$44,510	$48,213
MARSH AND MCLENNAN COMPANIES I	$299,407	$420,381
MASTERCARD INC	$136,394	$264,849
MCDONALD'S CORP	$306,912	$387,102
MEDTRONIC PLC	$371,989	$485,897
MERCK & CO INC	$627,769	$677,222
MICROCHIP TECHNOLOGY INC	$326,041	$540,010
MICROSOFT CORP	$1,803,126	$3,467,972
MONDELEZ INTERNATIONAL INC	$333,815	$381,809
MONSTER BEVERAGE CORP	$68,951	$100,988
NATIONAL GRID TRANSCO PLC	$69,172	$66,173
NETFLIX INC	$250,764	$402,303
NEW ORIENTAL ED & TECHNOLOGY G	$23,283	$46,453
NEXTERA ENERGY, INC	$555,003	$1,175,766
NORTHERN TRUST CORPORATION	$50,911	$54,859
NOVARTIS AG ADR	$49,014	$51,559
NOVO NORDISK A S	$43,090	$49,244
NUTANIX INC	$30,780	$34,898
NVIDIA CORP	$328,403	$657,450
NXP SEMICONDUCTORS	$73,204	$92,862
O'REILLY AUTOMOTIVE INC	$281,033	$352,099
PACKAGING CORP AMER	$26,214	$36,960
PALO ALTO NETWORKS INC	$98,113	$141,445
PARKER HANNIFIN CP	$153,216	$189,870
PAYCHEX	$190,752	$342,623
PAYPAL HOLDINGS, INC	$179,334	$463,248
PENN TREATY AMER CP	$2,010,400	$2,090,508
PEPSICO INC	$590,449	$769,677
PHILIP MORRIS INTL	$81,517	$86,598
PHILLIPS 66	$125,285	$134,075
PINNACLE WEST CAPITAL CORP	$21,878	$22,386
PNC FINANCIAL GROUP INC	$372,046	$430,461
PROCTER GAMBLE CO	$310,368	$392,653
PROLOGIS	$418,191	$512,053
PRUDENTIAL PLC SC	$64,699	$66,437
QUALCOMM INC	$415,139	$602,048
R2000 STEPUP 10.25% DUE 01/02/	$2,150,000	$2,149,999
R2000 STEPUP ISSUER CS STEP 30	$750,000	$930,000
REALTY INCOME CORP	$63,847	$62,916
RELX PLC	$33,115	$34,154
ROSS STORES, INC	$318,131	$390,413
ROYAL BANK OF CANADA	$76,979	$82,470
SALESFORCE.COM	$400,619	$642,222
SANOFI-AVENTIS SPONSORED ADR	$40,686	$45,577
SEA LTD	$18,993	$81,013
SEMPRA ENERGY COM	$225,929	$251,762
SIBANYE STILLWATER	$25,425	$39,423
SK TELECOM ADS ADS	$21,499	$24,970
SONOCO PRODUCTS COMPANY	$42,079	$43,371
SONY CORP ADR - OLD	$81,006	$132,441
SP500 CLIRN 13.66 DUE 12/31/20	$1,000,000	$1,020,000
SP500 CLIRN 14.10% DUE 11/26/2	$1,300,000	$1,346,280
SP500 CLIRN ISSUER RBC 12.33%	$1,100,000	$1,133,110
SP500 CLIRNS 11.62% DUE 07/30/	$1,400,000	$1,470,700
SP500 STEPUP 9.40% DUE 11/27/2	$1,500,000	$1,482,000
SP500 STEPUP ISSUER BNS 11.35%	$1,100,000	$1,137,400
SPLUNK INC	$114,309	$129,966
STARBUCKS CORP COM	$208,842	$413,157
SX5E ARN ISSUER HSBC 16.335% D	$500,000	$506,250
T. ROWE PRICE GROUP	$67,013	$93,408
TAIWAN SEMICONDUCTOR MFG CO LT	$63,213	$135,428
TARGET CORPORATION	$121,226	$199,655
TE CONNECTIVITY LTD	$39,802	$55,450
TESLA MOTORS INC	$166,312	$206,056
TEXAS INSTRUMENTS INC	$442,485	$870,546
THE COCA-COLA CO	$107,150	$116,206
THE HERSHEY COMPANY	$31,434	$44,176
THERMO FISHER SCIENTIFIC INC	$589,965	$1,022,387
THOMSON REUTERS CORPORATION	$68,415	$71,736
TJX COMPANIES INC	$300,775	$326,290
TOTAL FINA ELF S.A	$64,338	$60,183
TOYOTA MTR CORP	$80,582	$90,114
TRANE TECHNOLOGIES PLC	$74,256	$134,999
TRUIST FINANCIAL CORPORATION	$599,981	$683,050
UBER	$116,078	$143,412
ULTA SALON, COSMETICS & FRAGRA	$95,027	$126,350
UNILEVER PLC AMER	$74,000	$75,088
UNION PACIFIC	$537,978	$695,455
UNITED PARCEL SERVICE	$233,744	$335,958
UNITEDHEALTH GROUP INC	$508,867	$702,061
US BANCORP	$306,531	$340,480
VANGUARD DIVIDEND APPRECIATION	$933,265	$943,863
VANGUARD MID-CAP ETF	$606,214	$878,773
VERIZON COMMUNICATIONS	$229,576	$256,796
VISA INC	$956,318	$1,329,878
VMWARE INC	$298,114	$294,125
WAL-MART STORES INC	$439,424	$613,358
WALT DISNEY HOLDINGS CO	$437,809	$660,220
WASTE MANAGEMENT INC	$73,986	$92,339
WEC ENERGY GROUP, INC	$214,785	$339,959
WESTERN ASSET MIDDLE MARKET IN	$5,343	$4,289
WESTERN ASSET SMASH SERIES C F	$533,395	$563,516
WESTERN ASSET SMASH SERIES EC	$1,039,842	$1,097,973
WESTERN ASSET SMASH SERIES M F	$721,167	$754,836
WIX COM LTD	$37,205	$67,489
WORKDAY INC	$37,643	$39,536
XCEL ENERGY INC	$53,104	$67,137
YANDEX N V	$20,719	$31,102
ZOETIS INC	$434,743	$719,429

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$2,302,194	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$2,414,093	USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (17 entries)

Category Or ItemCategoryOrItemTxt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
BLACKSTONE GROWTH ACCESS FUND	$683,786	$727,562
BLACKSTONE GSO SECURED LENDING	$4,575,000	$4,511,062
BLACKSTONE RE INCOME TRUST INC	$5,376,291	$5,420,054
GA RV (CLASS A) CONTINUATION,	$189,217	$6,225,936
GENERAL ATLANTIC INVESTMENT PA	$6,600,580	$10,492,537
GENERAL ATLANTIC PARTNERS (BER	$10,317,385	$17,594,729
GENERAL ATLANTIC PARTNERS (BER	$28,307,750	$47,276,359
GENERAL ATLANTIC PARTNERS (BER	$953,887	$1,297,494
GENERAL ATLANTIC PARTNERS 100	$13,209,163	$39,114,073
GENERAL ATLANTIC PARTNERS 93 L	$6,639,387	$24,667,192
GENERAL ATLANTIC PARTNERS 95 L	$959,926	$5,901,347
GENERAL ATLANTIC PARTNERS 99C,	$899,628	$650,553
GENERAL ATLANTIC PARTNERS AIV-	$9,650,177	$17,484,038
LEGACY VENTURE (X) LLC	$145,242	$143,364
LEGACY VENTURE VIII LLC	$3,614,470	$6,748,333
RISE OF THE REST SEED FD II AI	$121	$121
RISE OF THE REST SEED FUND II,	$202,838	$202,420

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (28 entries)

Category Or ItemCategoryOrItemTxt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt	Cost Or Other BasisCostOrOtherBasisAmt
BLDG - BELLAIRE	$0	$0	$359,984
BLDG - AMHERST	$119,471	$2,543,020	$4,029,882	$2,662,491
BLDG 455 S PIERCE	$71,810	$768,386	$717,936	$840,196
BLDG IMP - AMHERST	$43,750	$1,321,242	$1,391,848	$1,364,992
BLDG IMP - PIERCE	$160,117	$1,713,254	$1,906,234	$1,873,371
EQUIP - AMHERST	$2,907	$11,460	$11,460	$14,367
EQUIP - AMHERST	$1,208	$4,762	$4,762	$5,970
FURN - PIERCE	$1,264	$4,982	$4,982	$6,246
FURNITURE	$3,471	$264	$264	$3,735
FURN - AMHERST	$41,610	$124,831	$124,831	$166,441
LAND - BELLAIRE		$318,750	$318,750	$318,750
LAND - AMHERST		$154,366	$154,366	$154,366
LAND - PIERCE		$210,049	$210,049	$210,049
LAND IMP - AMHERST	$2,403	$23,032	$25,435	$25,435
LAND IMP - PIERCE	$1,920	$6,724	$7,300	$8,644
LAND IMP - PIERCE	$1,817	$6,567	$6,567	$8,384
LAND IMP - PIERCE	$3,817	$19,083	$27,910	$22,900
BLDG IMP - PIERCE	$497	$7,805	$7,805	$8,302
BLDG IMP - PIERCE	$263	$3,838	$3,838	$4,101
BCI ONLINE COURSE	$1,079	$11,869	$11,869	$12,948
LAND - BELLAIRE		$57,182	$57,182	$57,182
BLDG - BELLAIRE			$31,407
BLDG IMP - AMHERST	$689	$26,167	$26,169	$26,856
EQUIP - AMHERST	$196	$1,178	$1,178	$1,374
FURN - AMHERST	$653	$3,917	$3,918	$4,570
BLDG IMP - PIERCE	$525	$19,935	$20,198	$20,460
BLDG - BELLAIRE		$359,984	$360,000	$359,984
BLDG IMP - BELLAIR

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

CategoryCategoryTxt	Legal FeesLegalFeesAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Document Review/Drafting	$42,983	$42,983
General Consultations	$8,338	$8,338

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDesc	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
IMPACT 100 GLOBAL ADV CNCL PRI	$350,000	$350,000
MERIT AMERICA - PRI	$3,500,000	$3,500,000
UNCHARTED INC - PRI	$248,000	$248,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (31 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
Administrative Fees	$190,490	$190,490
Bank Charges	$711		$711
Cell Phone Expense	$121	$121
Computers/Electronic Devices	$6,071	$6,071
Equipment/Furniture Purchase	$15,987	$15,987
Foundation Dues & Memberships	$231	$231
Indemnification Insurance	$1,924	$1,924
Insurance Premiums	$4,700	$4,700
K-1 Exp GA RV (CLASS A) CONTIN	$723		$723
K-1 EXP GEN ATLANTIC INV PTR I	$127,473		$127,471
K-1 EXP GAP BERMUDA III LP	$24,915		$24,915
K-1 EXP GAP IV LP	$73,740		$56,468
K-1 EXP GAP BERMUDA OCEAN AIV	$1,463		$1,463
K-1 EXP GAP 100 LP	$22,078		$22,000
K-1 EXP GAP 93 LP	$8,006		$8,006
K-1 EXP GAP 95 LP	$227		$227
K-1 EXP GAP 97G LP	$2,432		$2,432
K-1 EXP GAP 98G LP	$3,617		$3,617
K-1 EXP GAP 99C LP	$2,953		$2,953
K-1 EXP GAP AIV-1 A LP	$78,697		$64,996
K-1 Exp LEGACY VENTURE (X) LLC	$4,758		$4,758
K-1 EXP LEGACY VENTURE VIII	$165,851		$165,849
K-1 EXP RISE OF THE RST SD AIV	$165		$165
K-1 EXP RISE OF THE RST SD II	$42,727		$42,726
Office & Supplies	$53,890	$53,890
Payroll Processing Fees	$17,109	$17,109
Postage/Delivery Service	$2,978	$2,978
Property insurance	$13,918	$13,918
State or Local Filing Fees	$519	$519
Website Hosting/Support	$1,922	$1,922
SHIPPING - EGM	$5,787	$4,825		$962

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (19 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
K-1 Inc/Loss ENERGY TFR OPERATING LP - SER E	$28,500	$28,500
K-1 Inc/Loss ENERGY TFR PTNS LP - PFD SER D	$28,592	$28,592
K-1 Inc/Loss GEN ATL INV PTRS I LP	$140,541	$140,541
K-1 Inc/Loss GEN ATL PTRS (BERMUDA) III	$238,762	$238,762
K-1 Inc/Loss GEN ATL PTRS (BERMUDA) IV	$336,674	$320,684
K-1 Inc/Loss GEN ATL PTRS BERMUDA OC AIV	$82	$82
K-1 Inc/Loss GENERAL ATLANTIC PARTNERS 100 LP	$56,301	$45,202
K-1 Inc/Loss GENERAL ATLANTIC PARTNERS 93 LP	$23,186	$6,696
K-1 Inc/Loss GENERAL ATLANTIC PARTNERS 95 LP	$94	$94
K-1 Inc/Loss GENERAL ATLANTIC PARTNERS 97G LP	$82	$82
K-1 Inc/Loss GENERAL ATLANTIC PARTNERS 98G LP	$9,340	$9,340
K-1 Inc/Loss GENERAL ATLANTIC PARTNERS 99C, LP	$126	$126
K-1 Inc/Loss GENERAL ATLANTIC PARTNERS AIV-1 A, LP	-$21,490	$21,170
K-1 Inc/Loss LEGACY VENTURE VIII LLC	$2,192	$3,125
K-1 Inc/Loss RISE OF THE REST SEED FUND II, LP	$850	$850
Class Action Lawsuit Proceeds	$1,478	$1,478
Federal Tax Refund	$82,800
Interest Income from Notes RECEIVABLE	$23,086	$23,086
BOOK SALES - SEE PARTS IX-A & XVI-A	$962		$962

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	IN-KIND GRANTS	Desc
Amt	$11,794	Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	CREDIT CARD PAYABLE	Desc
EOY Book Value	$18,738	EOYBookValueAmt

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp

Borrower Name BorrowerNameGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HERO NEXT DOOR PRODUCTIONS LLC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Loan Original	$1,000,000	LoanOriginalAmt
Balance Due	$600,000	BalanceDueAmt
Note	2015-04	NoteDt
Loan Maturity	2024-06	LoanMaturityDt
Repayment Terms	SEMI-ANNUAL INSTALLMENTS OF AT LEAST $100,000 EACH	RepaymentTermsTxt
Interest	800.	InterestRt
Security Provided Borrower	INTEREST IN REVENUES FROM FILM PRODUCTION	SecurityProvidedBorrowerTxt
Loan Purpose	INVESTMENT	LoanPurposeTxt
Lender Consideration	CASH	LenderConsiderationDesc
Consideration FMV	$1,000,000	ConsiderationFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)

CategoryCategoryTxt	AmtAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Net Investment IncomeNetInvestmentIncomeAmt
Appraisal Services	$2,750	$2,750
Investment Management Services	$1,950,706		$1,950,706
Philanthropic Consulting Srvcs	$218,604	$218,604
Website Development	$16,380	$16,380
401(K) ADMINISTRATOR FEES	$1,762	$1,762
DATABASE MANAGEMENT	$6,788	$6,788
LITERARY AGENT COMMISSION	$46	$46
PUBLIC RELATIONS	$3,118	$3,118
TRAINING & PROF DEVELOPMENT	$2,500	$2,500

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (9 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
990-PF Estimated Tax for 2020	$151,700
990-PF Excise Tax for 2019	$1,123
990-PF Extension for 2019	$134,142
990-T Extension for 2019	$151,500
990-T Income Tax for 2019	$93,757
Foreign Tax Paid	$5,558	$5,558
IRS Miscellaneous Fee (990PF)	$6,272
Property Taxes	$1,762		$1,762
State Income Tax 2019	$46,085