2024-11-12T14:13:36-06:00 2023-12-31 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990PF 2023-01-01 464274950 The Thorne Cox Family Foundation C/O Brown Advisory THOR 6177176373 100 High Street 27th Floor Boston MA 02110 Dune Thorne Treasurer 6177176373 2024-11-08 1 1 Melissa Magoon CPA P01712842 2077752387 2024-11-08 2023 2024-10-15 13:58:12Z X 3992700 X 519262 47886 47657 89584 869811 566490 220636 167148 877368 781295 0 0 0 10500 9350 1150 2572 2572 0 1742 1742 0 7506 951 0 37471 35220 685 59791 49835 1835 727000 727000 786791 49835 728835 90577 731460 50401 59603 59603 487513 308444 308444 3362612 3624653 3624653 3900526 3992700 3992700 0 0 X 3900526 3992700 3900526 3992700 3900526 3992700 3900526 90577 86526 4077629 84929 3992700 Morris Foundation, LLC K-1 LT Gain/Loss - UBI P 160 160 0 0 Morris Foundation, LLC K-1 1231 Gain/Loss - UBI P 0 0 Morris Foundation, LLC K-1 1231 Gain/Loss - UBI P 571 571 571 Morris Foundation, LLC K-1 LT Gain/Loss - UBI P 77481 77481 77481 Morris Foundation, LLC K-1 ST Gain/Loss - UBI P 496 496 496 Publicly Traded Securities 791103 303161 487942 487942 566490 10167 0 10167 0 10167 16225 0 0 0 16225 0 6058 6058 0 0 0 0 0 0 0 0 0 1 1 0 1 1 FL 1 0 0 0 0 1 N/A Dune Thorne 6177176373 100 High Street 27th Floor Boston MA 02110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Brinkley Thorne 356 Worth Avenue Apt B-2 Palm Beach FL 33480 President 1.00 0 0 0 Mazie L Cox 356 Worth Avenue Apt B-2 Palm Beach FL 33480 Vice President 1.00 0 0 0 Yarrow Thorne 1219 N Main Road Jamestowm RI 028352217 Secretary 1.00 0 0 0 Dune Thorne C/O Brown Advisory 100 High St 27th Floor Boston MA 02110 Treasurer 1.00 0 0 0 NONE 0 NONE 0 0 597095 145929 3115726 3858750 0 0 3858750 57881 3800869 190043 190043 10167 10167 179876 55000 234876 0 234876 728835 0 728835 234876 0 0 179663 116761 286005 109261 751345 1443035 728835 0 0 0 234876 493959 0 0 1936994 0 0 0 0 0 0 179663 1757331 116761 286005 109261 751345 493959 Brinkley Thorne X Dune Thorne 100 High Street 27th Floor Boston MA 02110 6177176373 dthorne@brownadvisory.com Letter that includes the purpose of the grant requested and Internal Revenue Service exemption. N/A Awards are available only to public charities that qualify under under Section 501(c)(3). Maine Coast Heritage Trust 1 Bowdoin Mill Island Topsham ME 04086 PC Operations budget assistance 100000 American Repertory Theatre Co Inc 64 Brattle Street Cambridge MA 02138 PC Operations budget assistance 10000 Avenue Concept Inc 304 Lockwood Street Providence RI 02907 PC Operations budget assistance 100000 Bay Chamber Concerts Inc PO Box 599 Rockport ME 04856 PC Operations budget assistance 107500 Bay Shore Center 2800 High Street Port Norris NJ 083493126 PC Operations budget assistance 1500 Coastal Mountains Land Trust 101 Mt Battie St Camden ME 04843 PC Operations budget assistance 5000 Conanicut Island Sailing Foundation 7 Felucca Ave Jamestown RI 02835 PC Operations budget assistance 1500 The William A Farnsworth Library and Art Museum Inc 356 Main Street Rockland ME 04841 PC Operations budget assistance 5000 Freshgrass Public Foundation PO Box 22129 San Francisco CA 94122 PC Operations budget assistance 5000 Friends of Katahdin Woods and Water PO Box 18177 Portland ME 04112 PC Operations budget assistance 125000 Issue One 1401 K Street Suite 350 Washington DC 20005 PC Operations budget assistance 10000 Knox County Homeless Coalition PO Box 1696 Rockland ME 04841 PC Operations budget assistance 5000 Lifeflight Foundation PO Box 899 13 Main Street 2nd Floor Camden ME 04843 PC Operations budget assistance 5000 Milton Academy 170 Centre St Milton MA 02186 PC Operations budget assistance 25000 Providence Public Library 150 Empire Street Providence RI 02903 PC Operations budget assistance 1500 Rockport Library Foundation PO Box 204 Rockport ME 04856 PC Operations budget assistance 20000 Trustees of Dartmouth College 7 Lebanon Street Suite 302 6015 Hanover NH 03755 PC Operations budget assistance 100000 United States Ski and Snowboard Association 177 Huntington Ave Boston MA 021153153 PC Operations budget assistance 45000 United States Ski Team Foundation PO Box 100 Park City UT 84060 PC Operations budget assistance 45000 Yale School of Architecture PO Box 208239 New Haven CT 065208239 PC Operations budget assistance 5000 YMCA of the USA 101 N Wacker Drive Chicago IL 60606 PC Operations budget assistance 5000 727000 0 900099 229 14 47657 900099 195 14 167426 900099 -146 18 89730 Morris Foundation, LLC K-1 Ordinary Income - UBI 900099 -1707 Morris Foundation, LLC K-1 Rental 14 -278 Returned Grant 55000 -1429 304535 55000 358106 3 The $55,000 reported on column E represents returned grants 0 0 0 0 0 0 0 0 0 0 X X 1 Brinkley Thorne and Mazie Cox 356 Worth Avenue Palm Beach FL 33480 519262 X 1 Publicly Traded Securities 519262 2023-12-21 Accounting Fees 10500 9350 1150 Stryker Corp 308444 308444 Investment in the Morris Foundation FMV 2897990 2897990 Brown Advisory Sustainable BD Instl FMV 254996 254996 Brown Advisory Sustain Growth Inst FMV 136974 136974 Brown Advisory Sustn Sm Cap Core I FMV 116957 116957 Iridium Communications INC FMV 217736 217736 Morris Foundation, LLC K-1 Cumulative tax basis adjustment 84929 Morris Foundation, LLC K-1 Other Deductions 7704 7704 0 Morris Foundation, LLC K-1 Portolio Deductions 2% Floor 28973 27407 0 Morris Foundation, LLC K-1 Charitable Contributions 475 0 475 Morris Foundation, LLC K-1 Non-Deductible Expenses 47 0 47 Morris Foundation, LLC K-1 Royalty Deduction 109 109 0 Filing Fees 163 0 163 Morris Foundation, LLC K-1 Ordinary Income 8481 8481 8481 Morris Foundation, LLC K-1 Other Income/Loss 149554 149554 149554 Morris Foundation, LLC K-1 Other Income/Loss - UBI 207 0 207 Morris Foundation, LLC K-1 Rental - UBI -12 0 -12 Morris Foundation, LLC K-1 Royalties 9391 9391 9391 Morris Foundation, LLC K-1 Ordinary Income - UBI -1707 0 -1707 Morris Foundation, LLC K-1 Rental -278 -278 -278 Returned Grant 55000 55000 Unrealized Gains 86526 Investment Management Fees 2572 2572 0 Morris Foundation, LLC K-1 Foreign Taxes 952 951 0 Federal Taxes 6500 0 0 State Taxes 54 0 0