2024-08-01T08:39:54-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BLVD 600 MIDDLETON WI 53562 990EZ 2023-01-01 411981038 RALPH K MORRIS FOUNDATION RALP 6125681225 5775 WAYZATA BOULEVARD 700 MINNEAPOLIS MN 55416 JASON LUEDERS TREASURER 6125681225 2024-07-29 1 1 KIMBERLY ANDERSON P00188889 6086628600 2024-07-29 2023 2024-08-08 14:25:15Z X WWW.RALPHKMORRISFOUNDATION.ORG X X 39728 X 21275 18453 39728 34750 19928 360 2175 57213 -17485 402229 38633 423377 X 74716 57231 327513 366146 402229 423377 0 0 402229 423377 X THE RALPH K. MORRIS FOUNDATION PROVIDES DEVELOPMENT AND LEADERSHIP OPPORTUNITIES FOR EMERGING LEADERS EXPRESSING AN INTEREST IN APPLYING AND ADVANCING THE PRINCIPLES OF COOPERATION, AND IN PROMOTING FARMLAND PRESERVATION, LAND STEWARDSHIP AND SUSTAINABILITY. THE FOUNDATION SPONSORS THE ANNUAL TOM LYON FAMILY LEADERSHIP SYMPOSIUM, WHICH IS OPEN WITHOUT CHARGE TO ALL PEOPLE INTERESTED IN COOPERATIVE LEADERSHIP. SYMPOSIUM ATTENDEES INCLUDE MEMBERS OF THE COOPERATIVE NETWORK AND PREVIOUS SCHOLARSHIP RECIPIENTS, WHO RECEIVE SPEICAL INVITATIONS TO ATTEND. 0 0 THROUGH ITS ELROY WEBSTER COOPERATIVES STUDIES PROGRAM, THE FOUNDATION ALSO AWARDS UP TO THREE $2,500 AND $1,000 SCHOLARSHIPS ANNUALLY TO ONE OR MORE INDIVIDUALS PURSUING A MASTER'S, DOCTORAL OR LAW DEGREE TO PURSUE A CAREER IN COOPERATIVES OR AGRICULTURE. IN 2023, THREE SUCH SCHOLARSHIPS GRANTS WERE MADE AT THE $2,500 LEVEL AND NONE AT THE $1,000 LEVEL. 7500 7500 THE FOUNDATION'S PRINCIPAL ACTIVITY HAS BEEN, THROUGH ITS RALPH K. MORRIS FOUNDATION COOPERATIVE LEADERSHIP FUND, TO PROVIDE FINANCIAL SUPPORT, IN THE FORM OF SCHOLARSHIPS, TO HELP COVER COSTS ASSOCIATED WITH TRAINING, PROFESSIONAL DEVELOPMENT AND EDUCATIONAL PROGRAMS FOR EMERGING COOPERATIVE LEADERS EXPRESSING AN INTEREST IN APPLYING AND ADVANCING THE PRINCIPALS OF COOPERATION, AND IN PROMOTING FARMLAND PRESERVATION, LAND STEWARDSHIP AND SUSTAINABILITY. THE SCHOLARSHIPS ARE PRIMARILY INTENDED FOR STUDENTS OR INDIVIDUALS WHO DO NOT HAVE SUBSTANTIAL EXPERIENCE IN WORKING FOR COOPERATIVES; SCHOLARSHIPS ARE GENERALLY NOT MADE TO INDIVIDUALS WITH EXTENSIVE COOPERATIVE INDUSTRY EXPERIENCE. IN ADDITION, THE FOUNDATION MADE GRANTS TO 12 OTHER ORGANIZATIONS IN THE AGGREGATE AMOUNT OF $27,250. THESE GRANTS ARE TO SUPPORT THEIR EDUCATIONAL ACTIVITIES RELATING TO COOPERATIVES, PRIMARILY TO FUND INDIVIDUAL SCHOLARSHIPS TO ATTEND EDUCATIONAL CONFERENCES. 27250 27250 34750 X WILLIAM J NELSON CHAIRMAN 5.00 0 0 0 JOEL NILSESTUEN VICE CHAIRMAN 1.00 0 0 0 JASON LUEDERS TREASURER 1.00 0 0 0 BILL BERRY DIRECTOR 1.00 0 0 0 TERRI DALLAS DIRECTOR (THROUGH OCT 23) 1.00 0 0 0 PAULA FAULKNER PHD DIRECTOR 1.00 0 0 0 JEFF LYON DIRECTOR 1.00 0 0 0 CHRISTOPHER MORRIS ESQ DIRECTOR 1.00 0 0 0 ANNE REYNOLDS DIRECTOR 1.00 0 0 0 KEAGAN RINGLING DIRECTOR 1.00 0 0 0 JOHN ROSENOW DIRECTOR 1.00 0 0 0 MICHELLE SCHRY DIRECTOR 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MN WILLIAM NELSON 5775 WAYZATA BOULEVARD MINNEAPOLIS MN 55416 6125681225 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 14870 28860 30789 26708 21275 122502 14870 28860 30789 26708 21275 122502 9592 112910 9411 6338 22926 18086 18453 75214 197716 0.57110 0.64800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME. AMOUNT: 18,453. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: AMERICAN FARMLAND TRUST. GRANTEE ADDRESS: 1150 CONNECTICUT AVE NW, SUITE 600 WASHINGTON, DC 20036. AMOUNT GIVEN: 6,000. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: OFFICE EXPENSE. AMOUNT: 698. DESCRIPTION: TRAVEL. AMOUNT: 192. DESCRIPTION: TECHNOLOGY. AMOUNT: 560. DESCRIPTION: CONFERENCE, CONVENTION, MEETINGS. AMOUNT: 570. DESCRIPTION: REGISTRATION FEES. AMOUNT: 155. TOTAL TO FORM 990-EZ, LINE 16: 2,175. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALIZED GAIN/LOSS ON INVESTMENTS. AMOUNT: 38,633. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: CHARLES SCHWAB SECURITIES. BEG. OF YEAR AMOUNT: 327,513. END OF YEAR AMOUNT: 366,146. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.