2020-11-13T08:55:59-06:00 2019-12-31 420714325 RSM US LLP 6 S PATTERSON BLVD DAYTON OH 45402 990PF 2019-01-01 300205024 MORGAN FAMILY FOUNDATION MORG 9377679208 506 S HIGH ST STE B YELLOW SPRINGS OH 453870561 LORI M KUHN EXECUTIVE DIRECTOR & SECRETARY 9377679208 2020-11-11 1 KAREN O CRIM P00368385 9372980201 2020-11-11 99.47.223.22 2020-11-11 11:11:24 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 1FE4833BCF5172B54418EDCA2EA979E2B6C03562 2019 2021-04-22 16:20:28Z X 49135845 X 1038 X 2276 2276 1407241 1407241 1882721 11337216 1882721 9232 9232 3302508 3301470 270824 76862 117216 27791 0 18082 107085 27231 49055 4031 0 0 25205 18705 0 322858 232501 71715 48205 5 0 9818 0 13690 0 0 33606 3211 23189 62164 0 12999 925277 358515 292256 2081024 2081024 3006301 358515 2373280 296207 2942955 941643 560980 560980 1105912 1370649 1370649 41049237 46842774 46842774 98181 43363 64636 54818 54818 303129 306624 306624 43464557 49135845 49135845 500000 817500 -300 -326 499700 817174 X 0 0 0 0 42964857 48318671 42964857 48318671 43464557 49135845 42964857 296207 5057607 48318671 0 48318671 PUBLICLY TRADED SECURITIES - SEE ATTACHED SCHEDULE 8254682 7383162 871520 871520 PUBLICLY TRADED SECURITIES - SEE ATTACHED SCHEDULE 1640000 1229887 410113 410113 PUBLICLY TRADED SECURITIES - SEE ATTACHED SCHEDULE 834121 841446 -7325 -7325 PARTNERSHIPS/ALTERNATIVE INVESTMENTS 116665 116665 116665 CAPITAL GAINS DIVIDENDS P 491748 491748 491748 1882721 0 2396777 47656818 0.050292 2241746 46247891 0.048472 2828783 44075751 0.064180 2970151 48181302 0.061645 2736903 49877441 0.054873 0.279462 0.055892 46054751 2574092 29430 2603522 2373280 58859 0 58859 0 58859 71539 0 0 71539 X 18 12662 12662 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 1 1 WWW.MORGANFAMILYFDN.ORG THE FOUNDATION 9377679208 506 S HIGH ST SUITE B YELLOW SPRINGS OH 45387 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LEE M MORGAN 506 S HIGH ST SUITE B YELLOW SPRINGS OH 45387 PRESIDENT 1.25 5670 0 0 VICTORIA A MORGAN 506 S HIGH ST SUITE B YELLOW SPRINGS OH 45387 VICE PRESIDENT 1.00 3200 0 0 BARCLAY CARRIAR 506 S HIGH ST SUITE B YELLOW SPRINGS OH 45387 TREASURER 1.00 3550 0 0 ASHA MORGAN MORAN 506 S HIGH ST SUITE B YELLOW SPRINGS OH 45387 DIRECTOR 1.00 3800 0 0 JUDITH THOMPSON 506 S HIGH ST SUITE B YELLOW SPRINGS OH 45387 DIRECTOR 1.00 3150 0 0 KARLA MORGAN 506 S HIGH ST SUITE B YELLOW SPRINGS OH 45387 DIRECTOR 1.00 3800 0 0 RONALD BRANDENBURG 506 S HIGH ST SUITE B YELLOW SPRINGS OH 45387 DIRECTOR 1.00 3200 0 0 LORI M KUHN 506 S HIGH ST SUITE B YELLOW SPRINGS OH 45387 EXEC. DIRECTOR/SECRETARY 32.00 156140 56130 0 STEPHEN T WILLIAMS 506 S HIGH ST SUITE B YELLOW SPRINGS OH 45387 CFO/ASSISTANT TREASURER 30.00 88314 17976 0 NONE 0 NEPC LLC 255 STATE STREET BOSTON MA 02109 CONSULTING 55770 0 0 46032343 668931 54818 46756092 0 0 46756092 701341 46054751 2302738 2302738 58859 58859 2243879 0 2243879 0 2243879 2373280 0 2373280 0 2373280 2243879 0 0 258375 668212 633819 77997 1638403 2373280 0 0 0 2243879 129401 0 0 1767804 0 0 0 0 0 0 258375 1509429 668212 633819 77997 129401 LEE M MORGAN VICTORIA A MORGAN PLEASE VISIT WWWMORGANFAMILYFDNORG 506 S HIGH ST SUITE B YELLOW SPRINGS OH 45387 9377679208 INFO@MORGANFAMILYFDN.ORG ORGANIZATIONS SEEKING GRANTS SHOULD FIRST REVIEW THE FOUNDATION'S GRANT GUIDELINES AND PROCESS AVAILABLE AT WWW.MORGANFAMILYFDN.ORG. IF APPROPRIATE, GRANTSEEKERS SHOULD COMPLETE THE FOUNDATION'S ONLINE LETTER OF INQUIRY (LOI) PROCESS, AVAILABLE AT HTTP://MORGANFAMILYFDN.EGRANT.NET. THE FOUNDATION THEN SELECTS ORGANIZATIONS TO CONTINUE IN THE GRANTSEEKING PROCESS. FOR THOSE THAT CONTINUE, THE ORGANIZATIONS PROVIDE ADDITIONAL INFORMATION ABOUT THE APPLICANT ORGANIZATION, DETAILS OF THE REQUEST, BUDGET AND FINANCES, WHICH ARE MOSTLY SUBMITTED ONLINE WITH SOME INFORMATION PROVIDED VERBALLY THROUGH SCHEDULED VISIT(S) OR CONVERSATION(S) WITH A FOUNDATION REPRESENTATIVE. NO DEADLINES HAVE BEEN SET YET FOR 2021, ALTHOUGH THE FIRST DEADLINE IS USUALLY IN JANUARY. MOST FOUNDATION GRANTS ARE AWARDED TO 501(C)(3) PUBLIC CHARITIES, AND HISTORICALLY HAVE HAD A GEOGRAPHICAL FOCUS ON THE COMMUNITIES OF YELLOW SPRINGS, OHIO AND ST. CLOUD, MINNESOTA. BEGINNING IN 2020, NEW GRANTS FOCUS ON ADVANCING SOCIAL EQUITY IN ST. CLOUD, MITIGATING GLOBAL WARMING IN MINNESOTA, AND ADDRESSING END-OF-LIFE ISSUES IN CENTRAL MINNESOTA. THE ST. CLOUD SOCIAL EQUITY THEME IS THE ONLY GRANT PROGRAM CURRENTLY WITH AN OPEN REQUEST PROCESS. GLOBAL WARMING AND END-OF-LIFE ARE NOT OPEN TO UNSOLICITED REQUESTS AT PRESENT. FURTHER DETAILS ARE AVAILABLE ON THE FOUNDATION'S WEBSITE, WWW.MORGANFAMILYFDN.ORG. THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS OR FOR LOBBYING LEGISLATION OR INFLUENCING PUBLIC ELECTIONS. THE FOUNDATION ALSO AWARDS OCCASIONAL GRANTS TO PRE-SELECTED PUBLIC CHARITIES IN OTHER LOCALITIES AND/OR FOR OTHER PURPOSES. ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION 225 N MICHIGAN AVENUE CHICAGO IL 60601 PC ST. CLOUD OFFICE 500 ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION 225 N MICHIGAN AVENUE CHICAGO IL 60601 PC ST. CLOUD OFFICE 250 ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION 225 N MICHIGAN AVENUE CHICAGO IL 60601 PC UNRESTRICTED 200 ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION 225 N MICHIGAN AVENUE CHICAGO IL 60601 PC ST. CLOUD OFFICE 250 ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION 225 N MICHIGAN AVENUE CHICAGO IL 60601 PC MN-ND CHAPTER 500 ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION 225 N MICHIGAN AVENUE CHICAGO IL 60601 PC MN-ND CHAPTER 500 ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION 225 N MICHIGAN AVENUE CHICAGO IL 60601 PC UNRESTRICTED 250 ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION 225 N MICHIGAN AVENUE CHICAGO IL 60601 PC UNRESTRICTED 250 ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION 225 N MICHIGAN AVENUE CHICAGO IL 60601 PC ST. CLOUD OFFICE 500 ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION 225 N MICHIGAN AVENUE CHICAGO IL 60601 PC MN-ND CHAPTER 250 AMERICAN CANCER SOCIETY - SAUK RAPIDS 1139 FRANKLIN AVE NE 5 SAUK RAPIDS MN 56379 PC UNRESTRICTED USE 250 AMERICAN CANCER SOCIETY INC 250 WILLIAMS STREET ATLANTA GA 30303 PC UNRESTRICTED USE 250 AMERICAN CANCER SOCIETY INC 250 WILLIAMS STREET ATLANTA GA 30303 PC UNRESTRICTED USE 250 AMERICAN CANCER SOCIETY INC 250 WILLIAMS STREET ATLANTA GA 30303 PC UNRESTRICTED USE 250 AMERICAN CANCER SOCIETY INC 250 WILLIAMS STREET ATLANTA GA 30303 PC UNRESTRICTED USE 200 ANNANDALE AREA COMMUNITY FOOD SHELF PO BOX 94 ANNANDALE MN 55302 PC ANCHOR DOCK & LIFT HOLIDAY FOOD TRAIN FUNDRAISER 2500 ANTIOCH COLLEGE CORPORATION ONE MORGAN PLACE YELLOW SPRINGS OH 45387 PC FAST-TRACK FOR ANTIOCH: SUPPORTING THE COLLEGE'S QUEST FOR ACCREDITATION (FIFTH YEAR OF 5-YEAR GRANT) 500000 ANTIOCH COLLEGE CORPORATION ONE MORGAN PLACE YELLOW SPRINGS OH 45387 PC INCREASING SUSTAINABLE ENROLLMENT FOR A COLLEGE OF PRACTICE (FIRST YEAR OF 3-YEAR GRANT) 400000 ANTIOCH COLLEGE CORPORATION ONE MORGAN PLACE YELLOW SPRINGS OH 45387 PC UNRESTRICTED USE 3500 ARTHUR MORGAN INSTITUTE FOR COMMUNITY SOLUTIONS PO BOX 243 YELLOW SPRINGS OH 45387 PC OPERATING SUPPORT FOR AGRARIA: CENTER FOR REGENERATIVE PRACTICE 15000 ARTHUR MORGAN SCHOOL 60 AMS CIRCLE BURNSVILLE NC 28714 PC BUILDING FUND 3000 ARTHUR MORGAN SCHOOL 60 AMS CIRCLE BURNSVILLE NC 28714 PC BUILDING FUND 1000 ARTHUR MORGAN SCHOOL 60 AMS CIRCLE BURNSVILLE NC 28714 PC UNRESTRICTED USE 200 ARTHUR MORGAN SCHOOL 60 AMS CIRCLE BURNSVILLE NC 28714 PC UNRESTRICTED USE 500 ARTHUR MORGAN SCHOOL 60 AMS CIRCLE BURNSVILLE NC 28714 PC NEW ACADEMIC BUILDING 250 ARTHUR MORGAN SCHOOL 60 AMS CIRCLE BURNSVILLE NC 28714 PC NEW BUILDING FUND 500 ARTHUR MORGAN SCHOOL 60 AMS CIRCLE BURNSVILLE NC 28714 PC NEW BUILDING FUND 500 ARTHUR MORGAN SCHOOL 60 AMS CIRCLE BURNSVILLE NC 28714 PC MUSIC DEPARTMENT 500 ASSOCIATION OF AFRICANS LIVING IN VERMONT 20 ALLEN ST 3RD FLOOR BURLINGTON VT 05401 PC GENERAL OPERATING SUPPORT 500 AUDIENCE OF ONE YOUTH THEATER PO BOX 631340 HIGHLANDS RANCH CO 80163 PC A PERMANENT HOME/BUILDING 500 AUDIENCE OF ONE YOUTH THEATER PO BOX 631340 HIGHLANDS RANCH CO 80163 PC A PERMANENT HOME/BUILDING 500 AUDIENCE OF ONE YOUTH THEATER PO BOX 631340 HIGHLANDS RANCH CO 80163 PC SCHOLARSHIPS 500 AUGUSTANA UNIVERSITY 2001 S SUMMIT AVE SIOUX FALLS SD 57197 PC HUMANITIES BUILDING RENOVATIONS 4000 BIG BROTHERS BIG SISTERS MIAMI VALLEY 22 S JEFFERSON STREET DAYTON OH 454022003 PC YOUTH MENTORING SERVICES IN YELLOW SPRINGS 16500 BIG BROTHERS BIG SISTERS OF CENTRAL MINNESOTA 203 COOPER AVENUE NORTH SUITE 162 ST CLOUD MN 56303 PC YOUTH MENTORING 30000 BOYS & GIRLS CLUBS OF CENTRAL MINNESOTA 345 30TH AVENUE NORTH ST CLOUD MN 563033755 PC JUNIOR STAFF CAREER DEVELOPMENT PROGRAM 40000 BOYS & GIRLS CLUBS OF CENTRAL MINNESOTA 345 30TH AVENUE NORTH ST CLOUD MN 563033755 PC UNRESTRICTED USE 1000 CALIFORNIANS FOR RENEWABLE ENERGY (CARE) PO BOX 682 PORTOLA CA 96122 PC STOP SMART METERS 250 CAROLINA DAY SCHOOL INC 1345 HENDERSONVILLE RD ASHEVILLE NC 28803 PC ANNUAL FUND CONTRIBUTION DEDICATED FOR KEY SCHOOL SCHOLARSHIPS 1500 CATHOLIC CHARITIES OF THE DIOCESE OF ST CLOUD 911 18TH STREET NORTH ST CLOUD MN 563031203 PC SERVICES FOR HOMELESS YOUTH: CRITICAL HOUSING AND COMPREHENSIVE SERVICES 35000 CELLULAR PHONE TASK FORCE INC PO BOX 6216 SANTA FE NM 87502 PC UNRESTRICTED USE 250 CENTER FOR VICTIMS OF TORTURE 110 2ND ST SOUTH SUITE 303 WAITE PARK MN 563871662 PC CVT ST. CLOUD 50000 CENTRACARE CLINIC 1406 6TH AVE N ST CLOUD MN 563031901 PC BUILDING CAREGIVER SUPPORT INTO AN INCLUSIVE COMMUNITY 39484 CENTRAL MINNESOTA HABITAT FOR HUMANITY 3335 WEST SAINT GERMAIN STREET SAINT CLOUD MN 563017321 PC PARTNERSHIP WITH TECH HIGH SCHOOL: TIGER BUILD 5 25000 CENTRAL MINNESOTA YOUTH SOCCER ASSOCIATION PO BOX 651 ST CLOUD MN 563020651 PC UNRESTRICTED USE 500 CHILDREN'S HISTORICAL PUBLISHING 1616 TURNBERRY VILLAGE DR DAYTON OH 45458 PC UNRESTRICTED USE 500 CITIZENS CLIMATE EDUCATION CORP 1330 ORANGE AVE SUITE 309 CORONADO CA 92118 PC UNRESTRICTED USE 5000 COMMUNITYGIVING 101 7TH AVENUE SOUTH 100 ST CLOUD MN 56301 PC JUGAAD LEADERSHIP AND MENTORING PROGRAM 17500 COMMUNITYGIVING 101 7TH AVENUE SOUTH 100 ST CLOUD MN 56301 PC GENERAL CHARITABLE PURPOSES 25250 COMMUNITYGIVING 101 7TH AVENUE SOUTH 100 ST CLOUD MN 56301 PC SOCIAL CAPITAL SURVEY 5000 CONVIVIAL LEARNING INC 1160 CORRY STREET YELLOW SPRINGS OH 453871642 PC 24TH ANNUAL AUCTION GALA & COMEDY SHOW SCHOLARSHIP FUNDRAISER 10000 DAKOTA CENTER INC 33 BARNETT ST DAYTON OH 45402 PC UNRESTRICTED USE 150 DAYBREAK INC 605 S PATTERSON BLVD DAYTON OH 454022649 PC UNRESTRICTED USE 350 DAYTON CHRISTIAN CENTER INC 1352 W RIVERVIEW AVENUE DAYTON OH 45402 PC UNRESTRICTED USE 250 DISTRICT 742 LOCAL EDUCATION & ACTIVITIES FOUNDATION PO BOX 1132 ST CLOUD MN 563021132 PC PARTNERS AND KIDS COUNTING ALOT TOGETHER (PAKCAT) 22350 DISTRICT 742 LOCAL EDUCATION & ACTIVITIES FOUNDATION PO BOX 1132 ST CLOUD MN 563021132 PC 50% ACTIVITIES FUND, 50% ACADEMIC FUND 1500 DISTRICT 742 LOCAL EDUCATION & ACTIVITIES FOUNDATION PO BOX 1132 ST CLOUD MN 563021132 PC FOREIGN LANGUAGE IMMERSION PROGRAM 2000 ELDER VOICE FAMILY ADVOCATES 5770 MARSH POINTE DRIVE SHOREWOOD MN 553317100 PC CENTRAL MINNESOTA ELDER CARE EDUCATION AND ADVOCACY PROGRAM 20000 EXPONENT PHILANTHROPY 1720 N STREET NW WASHINGTON DC 20036 PC GENERAL OPERATIONS 500 FAMILY VIOLENCE PREVENTION CENTER OF GREENE COUNTY INC 380 BELLBROOK AVE XENIA OH 45385 PC PREVENTION OF TEEN DATING VIOLENCE AND SEXUAL VIOLENCE 5000 FOLDS OF HONOR - MINNESOTA 372 FERNDALE RD SOUTH WAYZATA MN 55391 PC UNRESTRICTED USE 250 FOLDS OF HONOR - MINNESOTA 372 FERNDALE RD SOUTH WAYZATA MN 55391 PC UNRESTRICTED USE 250 FRIENDS CARE COMMUNITY 150 EAST HERMAN ST YELLOW SPRINGS OH 453871610 PC ACCESSIBLE TRANSPORTATION 10000 FRIENDS OF CAREER SOLUTIONS 1542 NORTHWAY DRIVE ST CLOUD MN 563039501 PC CAREERONE CAPACITY BUILDING 30000 FRIENDS OF NEW MEXICO FISHER HOUSE PO BOX 14276 ALBUQUERQUE NM 87191 PC NEW MEXICO FISHER HOUSE 250 FRIENDS OF NEW MEXICO FISHER HOUSE PO BOX 14276 ALBUQUERQUE NM 87191 PC NEW MEXICO FISHER HOUSE 500 FRIENDS OF THE HOUSE OF THE PEOPLE 201 LOOKOUT DRIVE DAYTON OH 45419 PC HOUSE OF THE PEOPLE - UNRESTRICTED 500 FRIENDS OF WILLOW SPRINGS OPEN SPACE PO BOX 1128 MORRISON CO 80465 PC TOOLS 300 GIVE AND SURF 361 PALM ISLAND LANE VERO BEACH FL 32963 PC SAN CRISTOBAL COMMUNITY CENTER 500 GIVE2ASIA 2201 BROADWAY ST OAKLAND CA 94612 PC MITRANIKETAN FUND 1000 GIVE2ASIA 2201 BROADWAY ST OAKLAND CA 94612 PC MITRANIKETAN FUND 500 GLEN HELEN ASSOCIATION 405 CORRY STREET YELLOW SPRINGS OH 45387 PC UNRESTRICTED USE 200 GREAT RIVER CHILDREN'S MUSEUM 111 7TH AVENUE SOUTH ST CLOUD MN 563014696 PC GREAT RIVER CHILDREN'S MUSEUM OPENING DOORS PROJECT 25000 GREAT RIVER EDUCATIONAL ARTS THEATRE 710 SUNDIAL DRIVE WAITE PARK MN 56387 PC REDESIGN OF GREAT YOUTH ARTS PROGRAMING & DISCOVERY SCHOOL ARTS INTEGRATION PILOT 27100 GREAT RIVER EDUCATIONAL ARTS THEATRE 710 SUNDIAL DRIVE WAITE PARK MN 56387 PC UNRESTRICTED USE 5000 GREATER MINNESOTA WORKER CENTER 1546 5TH AVE S 63 ST CLOUD MN 56303 PC LACRUZ COMMUNITY CAPACITY BUILDING 50000 HANDS ACROSS THE WORLD 1605 GOETTENS WAY SUITE 206 ST CLOUD MN 56301 PC WE TEAM UP- WORKING IN AMERICA & GENERAL OPERATIONS SUPPORT 25000 HEARTBEAT LEARNING GARDENS PO BOX 831 YELLOW SPRINGS OH 45387 PC GENERAL OPERATING SUPPORT 300 HEARTBEAT LEARNING GARDENS PO BOX 831 YELLOW SPRINGS OH 45387 PC UNRESTRICTED USE 500 HOUSE OF BREAD 9 ORTH AVENUE DAYTON OH 45406 PC CAPITAL CAMPAIGN 2000 INITIATIVE FOUNDATION 405 FIRST STREET SE LITTLE FALLS MN 563453007 PC UNRESTRICTED USE 500 IRAQI AND AMERICAN RECONCILIATION PROJECT 2021 E HENNEPIN AVE SUITE 200 MINNEAPOLIS MN 554132700 PC "BIRDS SING DIFFERENTLY HERE" TOUR IN ST. 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