2024-02-09T11:24:37-08:00 2021-12-31 844078085 AlphaTrust Advisors 5141 N 40th St Suite 400 Phoenix AZ 85018 990PF 2021-01-01 650540242 Harold M and Mary B Morris Charitable Foundation Inc HARO 9544577355 21200 NE 38th Avenue 2501 Aventura FL 33180 Arleen J Shabel Director 2024-02-09 true Arleen J Shabel 999009999 Jaclyn Blair EA P01798608 4806810200 0 AAL1 IAL1 FAL1 2021 2023-04-26 12:10:37Z X 701237 X X 2 2 10708 10708 14724 41284 14724 25434 25434 267 35 18 17 302 18 17 34912 34912 35214 18 34929 -9780 25416 12267 22779 22779 629741 609449 678458 642008 632228 701237 0 X 642008 632228 642008 632228 642008 632228 642008 -9780 632228 632228 American Balanced CL C P 2019-01-01 2021-06-15 435 435 435 Lord Abbett Short Duration P 2019-01-01 2021-09-09 12480 13567 -1087 -1087 Pimco Low Duration P 2019-01-01 2021-09-09 12480 12993 -513 -513 Fidelity Advisor Balanced P 2021-01-01 2021-10-11 1338 1338 1338 Fidelity Advisor Balanced P 2019-01-01 2021-10-11 1921 1921 1921 American Balanced CL C P 2019-01-01 2021-12-15 2099 2099 2099 Income Fund of America CL C P 2019-01-01 2021-12-15 2798 2798 2798 MFS Total Return CL C P 2021-01-01 2021-12-17 274 274 274 MFS Total Return CL C P 2019-01-01 2021-12-17 5357 5357 5357 Fidelity Advisor Balanced P 2021-01-01 2021-12-20 10 10 10 Fidelity Advisor Balanced P 2019-01-01 2021-12-20 290 290 290 Janus Henderson Balanced P 2019-01-01 2021-12-23 1802 1802 1802 14724 353 353 353 353 0 false false false false false false false true true FL true false false false false true N/A Arleen J Shabel 3035203245 21200 Point East 2501 Aventura FL 33180 false false false false false false false false false false false false false false false false false false false false false false Arleen J Shabel 21200 Point East 2501 Aventura FL 33180 Director 0.00 0 Barry N Morris 1109 Marine Way East L2R North Palm Beach FL 33408 Director 0.00 0 Craig H Morris 3015 N Scottsdale Rd Unit 3103 Scottsdale AZ 85251 Director 0.00 0 NONE NONE 679900 19342 0 699242 0 699242 10489 688753 34438 34438 353 353 34085 34085 34085 34929 34929 34085 23955 34929 23955 0 10974 23111 X Christ Lutheran School 3901 E Indian School Road Phoenix AZ 85018 None PC General Support 6497 Arizona State University PO Box 872205 Tempe AZ 85287 None PC General Support 2500 Troop 50136- Jillian Wiengand 11914 Holly Court Great Falls VA 22066 None PC General Support 140 American Diabetes Association PO Box 7023 Merrifield VA 22116 None PC General Support 200 American Friends of the Ludwig Foun 3 East 69th St New York NY 10021 None PC General Support 100 American Heart Association 7272 Greenville Avenue Dallas TX 78523 None PC General Support 50 American Jewish World Service PO Box 568 Etna NH 03750 None PC General Support 1000 American Kidney Fund 11921 Rockville Pike Suite 300 Rockville MD 20852 None PC General Support 100 American Lung Asspcoiation 55 W Wacker Drive Suite 1150 Chicago IL 60601 None PC General Support 200 American Macular Degeration Foundat PO Box 515 North Hampton MA 01061 None PC General Support 200 Beat CancerOrg 130 Almshouse Rd Suite 107A Richboro PA 18954 None PC General Support 3000 Boys and Girls Clubs 1275 Peachtree St NE Atlanta GA 30309 None PC General Support 200 Boys Ranch 2680 Bell Rd Montgomery AL 36117 None PC General Support 100 Center Advancing the Photographic A PO Box 8372 Santa Fe NM 87504 None PC General Support 750 Doctors Without Borders PO Box 5030 Hagerstown MD 21741 None PC General Support 500 Epilepsy Foundation 8301 Professional Place West Suite Landover MD 20785 None PC General Support 100 Fisher House Foundation 12300 Twinbrook Parkway Suite 410 Rockville MD 20852 None PC General Support 2000 Habitat for Humanity 2410 South Scenic Ave Springfield MO 65807 None EOF General Support 500 Hebrew Educational Alliance 3600 S Ivanhoe St Denver CO 80237 None PC General Support 300 Hillel International 800 English St NW Washington DC 20001 PC General Support 200 Humane Society of Greater Miami 16101 West Dixie Highway North Miami Beach FL 33160 None PC General Support 25 JAFCO 4200 N University Drive Sunrise FL 33351 None PC General Support 100 Joe DiMaggio Childrens Hospital 1005 Joe DiMaggio Drive Hollywood FL 33021 None PC General Support 300 Kids Wish Network 4060 Louis Ave Holiday FL 34691 None PC General Support 250 Leukemia and Lymphoma Society PO Box 98018 Washington DC 20090 None PC General Support 500 Lustgarten Foundation 415 Crossways Park Drive Suite D Woodbury NY 11797 None PC General Support 400 Marine Core Heritage 18900 Jefferson Davis Highway Triangle VA 22172 None PC General Support 250 Marine Toys for Tots 18251 Quantico Gateway Drive Triangle VA 22172 None PC General Support 250 Memorial Sloan Kettering 1275 York Ave New York NY 10065 None PC General Support 200 Miami International Piano Festival 20191 Country Club Drive 709 Aventura FL 33180 None PC General Support 6000 National Jewish Health 1400 Jackson St Denver CO 80206 None PC General Support 300 Ocean Conservancy 1300 19th St NW 8th Floor Washington DC 20036 None PC General Support 100 Pace Center for Girls Inc 6745 Philips Industrial Boulevard Jacksonville FL 32256 None PC General Support 100 Paralyzed Veterans of America 801 18th Street NW Washington DC 20006 None PC General Support 50 Parkinsons Foundation 200 SE 1st Street Suite 800 Miami FL 33131 None PC General Support 50 Paws for Purple Hearts 10201 Old Redwood Hwy Penngrove CA 94951 None PC General Support 100 Project Hope PO Box 5029 Hagerstown MD 21741 None PC General Support 100 Prostate Cancer Foundation 1250 Fourth St Santa Monica CA 90401 None PC General Support 200 Ronald McDonald House Charities of 1145 NW 14th Terrace Civic Center Miami FL 33136 None PC General Support 1000 Rose Hill Cemetery 6841 East 62nd Avenue Commerce City CO 80022 None PC General Support 100 Salvation Army National headquarter 615 Slaters Lane Alexandria VA 22314 None PC General Support 500 Save the Children Foundation PO Box 97132 Washington DC 20090 None PC General Support 100 Shalom Park 14800 East Belleview Drive Aurora CO 80015 None PC General Support 500 Shriners Hospital 2900 Rocky Point Drive Tampa FL 33607 None PC General Support 1000 South Florida PBS PO Box 610002 Miami FL 33261 None PC General Support 100 Special Olympics Florida 1915 Don Wickham Drive Clermont FL 34711 None PC General Support 200 St Josephs Indian School 1301 N Main Street Chamberlain SD 57325 None PC General Support 200 St Jude Childrens Residence 501 St Jude Place Memphis TN 38105 None PC General Support 300 St Labre Indian School 112 St Labre Way Campus Drive Ashland MT 59003 None PC General Support 300 Trustbridge Hospice Foundation 5300 East Avenue West Palm Beach FL 33407 None PC General Support 1000 United States Holocaust Memorial Mu 100 Raoul Wallenberg Place SW Washington DC 20024 None PC General Support 300 VFW Foundation 406 W 34th Street Kansas City MO 64111 None PC General Support 200 World Wildlife Fund 1250 24th St NW Washington DC 20037 None PC General Support 100 YMCA One Blood 3000 W Cypress Creek Road Fort Lauderdale FL 33309 None PC General Support 100 Columbine Lodge 147 225 Acoma St Denver CO 80223 None PC General Support 1000 34912 14 2 14 10708 18 14724 25434 25434 false false false false false false false false false false American Balanced AT COST 60005 81090 Capital Income Builder AT COST 60005 70161 Income Fund of America AT COST 60005 72461 Lord Abbett Short Duration AT COST 89038 82510 MFS Total Return AT COST 80354 87549 Pimco Low Duration AT COST 88081 84417 Alternative Investments - REITS AT COST 81951 90700 Fidelity Advisor Balanced AT COST 45005 55501 Janus Henderson Balanced AT COST 45005 54069 Bank Service Charges 35 18 17 Dept of Treasury 267