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MORSE FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
MORSE FAMILY FOUNDATION (EIN 82-6770075)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-14
IRS object ID
202621349349101417
Schema version
2025v4.1
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

FieldValueIRS element (for citing)
Return2026-05-14T10:38:50-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18401 GREENSBORO DRIVE 800AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN826770075EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Morse Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% THE FOUNDATIONInCareOfNm
Business Name ControlMORSBusinessNameControlTxt
Phone7038930600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16030 Lazy H Road PO Box 1234AddressLine1Txt
CityWilsonCityNm
State AbbreviationWYStateAbbreviationCd
ZIP83014ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRobert R MorsePersonNm
Person TitleMANAGERPersonTitleTxt
Phone9174882910PhoneNum
Signature2026-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJohn UrePreparerPersonNm
PTINP00839783PTIN
Phone7038930600PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,456,998FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,258,711ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$143InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$143InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$28,555DividendsRevAndExpnssAmt
Dividends Net Invst Incm$28,555DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,061,135NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,010,370GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,061,135CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$15,348,544TotalRevAndExpnssAmt
Total Net Invst Incm$5,089,833TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$8,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$8,000AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$15,000TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$194OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$194OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$23,194TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$194TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,000TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,024,338ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,024,338ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,047,532TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$194TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,032,338TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$14,301,012ExcessRevenueOverExpensesAmt
Net Investment Income$5,089,639NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$32,133CashBOYAmt
Cash EOY$172,173CashEOYAmt
Cash EOYFMV$172,173CashEOYFMVAmt
Acct Rcvbl$47,777AcctRcvblAmt
Acct Rcvbl BOY$47,777AcctRcvblBOYAmt
Acct Rcvbl EOY$47,777AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$47,777AcctRcvblEOYFMVAmt
Corporate Stock BOY$24,627CorporateStockBOYAmt
Corporate Stock EOY$5,946,243CorporateStockEOYAmt
Corporate Stock EOYFMV$9,237,048CorporateStockEOYFMVAmt
Total Assets BOY$104,537TotalAssetsBOYAmt
Total Assets EOY$6,166,193TotalAssetsEOYAmt
Total Assets EOYFMV$9,456,998TotalAssetsEOYFMVAmt
Loans From Officers BOY$0LoansFromOfficersBOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$104,537RetainedEarningBOYAmt
Retained Earning EOY$6,166,193RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$104,537TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,166,193TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$104,537TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,166,193TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$104,537TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$14,301,012ExcessRevenueOverExpensesAmt
Subtotal$14,405,549SubtotalAmt
Other Decreases$8,239,356OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,166,193TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MS 14106 ST COVERED2025-01-012025-12-31$30,350$28,538$1,812$1,812
MS 14106 LT COVERED2024-01-012025-12-31$626,993$165,279$461,714$461,714
MS 3642 ST COVERED2025-01-012025-12-31$18,668$16,163$2,505$2,505
MS 3642 LT COVERED2024-01-012025-12-31$5,334,359$739,255$4,595,104$4,595,104
FieldValueIRS element (for citing)
Capital Gain Net Income$5,061,135CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$70,746InvestmentIncomeExciseTaxAmt
Subtotal$70,746SubtotalAmt
Tax Based On Investment Income$70,746TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$12,000TotalPaymentsAndCreditsAmt
Tax Due$58,746TaxDueAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7038930600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16030 LAZY H ROAD PO BOX 1234AddressLine1Txt
CityWILSONCityNm
State AbbreviationWYStateAbbreviationCd
ZIP83014ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Stacey C Morse
6030 Lazy H Road PO Box 1234WilsonWY83014Trustee1.0$0$0$0
Robert R Morse
6030 Lazy H Road PO Box 1234WilsonWY83014Trustee1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,925,946AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$20,232AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,946,178TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,946,178AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,193CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,916,985NetVlNoncharitableAssetsAmt
Minimum Investment Return$95,849MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$95,849MinimumInvestmentReturnAmt
Tax Based On Investment Income$70,746TaxBasedOnInvestmentIncomeAmt
Total Tax$70,746TotalTaxAmt
Distributable Before Adj$25,103DistributableBeforeAdjAmt
Distributable Before Ded$25,103DistributableBeforeDedAmt
Distributable As Adjusted$25,103DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,032,338ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,032,338QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,103DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12023PriorYear1Yr
Prior Year22022PriorYear2Yr
Prior Year32021PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$600,071ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$732,648ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$417,686ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$631,270ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$745,050ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,126,725TotalExcessDistributionCyovAmt
Qualifying Distributions$1,032,338QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$25,103AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,007,235RemainingDistriFromCorpusAmt
Total Corpus$4,133,960TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$600,071ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,533,889ExcessDistriCyovToNextYrAmt
Excess From Year4$732,648ExcessFromYear4Amt
Excess From Year3$417,686ExcessFromYear3Amt
Excess From Year2$631,270ExcessFromYear2Amt
Excess From Year1$745,050ExcessFromYear1Amt
Excess From Current Year$1,007,235ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTACEY C MORSEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COMMUNITY FOUNDATION OF JACKSON HOLE
PO BOX 574JACKSONWY83001NONEPCGENERAL UNRESTRICTED$95,000
YALE UNIVERSITY
PO BOX 2038NEW HAVENCT065212038NONEPCGENERAL UNRESTRICTED$1,750
DEERFIELD ACADEMY
PO BOX 306DEERFIELDMA01342NONEPCGENERAL UNRESTRICTED$5,500
MARCY LAB
7 MARCUS GARVEY BLVDBROOKLYNNY11206NONEPCGENERAL UNRESTRICTED$5,000
MIANUS RIVER GORGE INC
167 MIANUS RIVER RDBEDFORDNY10065NONEPCGENERAL UNRESTRICTED$10,000
NYC BALLET
20 LINCOLN CENTER PLAZANEW YORKNY10023NONEPCGENERAL UNRESTRICTED$185,000
WHITNEY MUSEUM OF AMERICAN ART
99 GANSEVOORT STNEW YORKNY10014NONEPCGENERAL UNRESTRICTED$20,000
TUFTS UNIVERSITY
419 BOSTON AVEMEDFORDMA02155NONEPCGENERAL UNRESTRICTED$20,000
COLLEGIATE SCHOOL
301 FREEDOM PL SNEW YORKNY10069NONEPCGENERAL UNRESTRICTED$3,000
BREARLEY SCHOOL
610 E 83rd STNew YorkNY10028NONEPCGENERAL UNRESTRICTED$5,750
HARVARD UNIVERSITY
PO BOX 419209BOSTONMA022419209NONEPCGENERAL UNRESTRICTED$7,000
THE UNITARIAN CHURCH
24 FARNSWORTH STREETBOSTONMA02210NONEPCGENERAL UNRESTRICTED$1,000
PALM BEACH COUNTRY CLUB FOUNDATION
760 N OCEAN BLVDPALM BEACHFL33480NONEPCGENERAL UNRESTRICTED$4,100
PROTECT OUR WATER JACKSON HOLE
250 E BROADWAY AVEJACKSONWY83001NONEPCGENERAL UNRESTRICTED$1,000
DANCERS WORKSHOP
240 S GLENWOOD STJACKSONWY83001NONEPCGENERAL OPERATING SUPPORT$6,000
GARY AND VIVIENNE PLAYER FOUNDATION
4913 BENNINGTON DRSCHWENKSVILLEPA19473NONEPCGENERAL OPERATING FUND$2,963
JEWISH FEDERATION OF PALM BEACH
1 HARVARD CIT 100WEST PALM BEACHFL33409NONEPCGENERAL OPERATING SUPPORT$9,000
JH LAND TRUST
PO BOX 2897JACKSONWY83001NONEPCGENERAL SUPPORT$200
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10028NONEPCGENERAL OPERATING SUPPORT$1,000
NY ACADEMY OF ART
111 FRANKLIN STNEW YORKNY10013NONEPCGENERAL OPERATING SUPPORT$2,500
ROBIN HOOD FOUNDATION
826 BROADWAY 9TH FLNEW YORKNY10003NONEPCGENERAL OPERATING SUPPORT$27,575
ST JOHNS HEALTH FOUNDATION
555 E BROADWAY 213JACKSONWY83001NONEPCGENERAL OPERATING SUPPORT$5,000
NATIONAL PHILANTROPY
165 TOWNSHIP LINE RD STE 1200JENKINTOWNPA19046NONEPCGENERAL OPERATING SUPPORT$600,000
THEAFTDORG
2700 HORIZON DR STE 120KING OF PRUSSIAPA19406NONEPCGENERAL OPERATING SUPPORT$2,000
UNITED WAY
44 COCOANUT ROW STE M201PALM BEACHFL33480NONEPCGENERAL OPERATING SUPPORT$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,024,338TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$143ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28,555ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,061,135ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,089,833ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,089,833TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (5 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
STACEY C MORSE
16030 Lazy H Road PO Box 1234WILSONWY83014$704,381Yes (X)
ROBERT R MORSE
26030 Lazy H Road PO Box 1234WILSONWY83014$199,946Yes (X)
ROBERT R MORSE
36030 Lazy H Road PO Box 1234WILSONWY83014$104,353Yes (X)
ROBERT R MORSE
46030 Lazy H Road PO Box 1234WILSONWY83014$4,837,631Yes (X)
ROBERT R MORSE
56030 Lazy H Road PO Box 1234WILSONWY83014$4,412,269Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1SECURITIES VALUED USING THE HIGH LOW METHOD. SEE ATTACHED SUMMARY.$704,3812025-03-06
2SECURITIES VALUED USING THE HIGH LOW METHOD. SEE ATTACHED SUMMARY.$199,9462025-06-09
3SECURITIES VALUED USING THE HIGH LOW METHOD. SEE ATTACHED SUMMARY.$104,3532025-07-07
4SECURITIES VALUED USING THE HIGH LOW METHOD. SEE ATTACHED SUMMARY.$4,837,6312025-11-20
5SECURITIES VALUED USING THE HIGH LOW METHOD. SEE ATTACHED SUMMARY.$4,412,2692025-12-29

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$8,000Amt
Disbursements Charitable Prps$8,000DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MSILF GOVERNMENT PTF (MCRXX)$0$0
MS #3642$5,946,243$9,237,048

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT FOR STOCK CONTRIBUTIONDesc
Amt$8,239,356Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK SERVICE CHARGES$136$136
FOREIGN TAXES$58$58

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$15,000Amt