2025-03-14T13:13:08-05:00 2024-12-31 Polk Law Firm PLLC 15392 N Tatum Blvd Ste 9-302 Phoenix AZ 85032 990PF 2024-01-01 866057798 MARGARET T MORRIS FOUNDATION MARG 4806305489 PO BOX 592 PRESCOTT AZ 86302 THOMAS E POLK TRUSTEE 4806305489 2025-03-14 1 John Polk P01596588 9289256741 2025-03-14 2024 2025-03-06 01:10:19Z X 36442410 X X 33933 33933 33933 909515 909515 909515 684188 687331 684188 1627636 1627636 943448 89243 25431 0 63812 4750 4750 0 0 17221 17221 0 0 5071 5071 0 0 116285 52473 0 63812 1547279 1547279 1663564 52473 0 1611091 -35928 1575163 943448 6144 923 923 354553 641430 641430 1567228 1572021 35800057 1927925 2214374 36442410 0 0 X 10771489 10771489 0 0 -8843564 -8557115 1927925 2214374 1927925 2214374 1927925 -35928 322377 2214374 0 2214374 Berkshire Hathaway Class A 1980-01-01 2024-12-16 687331 3143 684188 684188 684188 0 21895 0 21895 0 21895 19841 0 0 0 19841 0 2054 0 0 0 0 0 0 0 0 0 0 0 1 AZ 1 0 0 0 0 1 N/A THOMAS E POLK 4806305489 PO BOX 592 PRESCOTT AZ 86302 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Thomas E Polk PO Box 592 Prescott AZ 86302 Trustee 20.00 49747 0 0 John T Polk PO Box 592 Prescott AZ 86302 Trustee 10.00 19748 0 0 Stephen W Polk PO Box 592 Prescott AZ 86302 Trustee 10.00 19748 0 0 Sheila Polk PO Box 592 Prescott AZ 86302 Office Manager 10.00 0 0 0 NONE 0 NONE 0 0 36368085 674107 0 37042192 0 0 37042192 555633 36486559 1824328 1824328 21895 21895 1802433 0 1802433 0 1802433 1611091 0 1611091 1802433 1528100 0 0 1611091 1528100 0 0 82991 0 0 0 0 0 0 0 0 1719442 0 0 0 THOMAS E POLK PO BOX 592 PRESCOTT AZ 86302 4806305489 MTMORRISFOUNDATION@GMAIL.COM INTERNALLY INITIATED GRANTS COMPRISE VIRTUALLY ALL OF THE CURRENT GRANT MAKING OF THE FOUNDATION. INFORMATIONAL LETTERS WILL BE ACCEPTED, BUT MAY NOT BE RESPONDED TO NO LOANS OR GRANTS TO INDIVIDUALS, NOR TO RELIGIOUS ORGANIZATIONS OR THEIR AGENCIES A New Leaf 868 E University Drive Mesa AZ 852038033 General Purposes 10000 Act One Foundation 910 E Osborn Road Suite B-1 Phoenix AZ 85014 New Executive Director: Dr. Beth Maloney 5000 Adult Center of Prescott 1280 E Rosser Street Suite B Prescott AZ 86301 new chairs 7500 Agape House of Prescott 303 E Gurley St 459 Prescott AZ 86301 Prescott Valley Expansion Project 25000 Andre House PO Box 2014 Phoenix AZ 850012014 General Purposes 5000 Arizona Autism United 5025 E Washington Street Suite 212 Phoenix AZ 85034 General Purposes 10000 Arizona Citizens for the Arts PO Box 13331 Phoenix AZ 85002 General Purposes 10000 Arizona Community Foundation of Yavapai County 300 E Willis Street Suite B Prescott AZ 86301 For new theatre group at PCA building 10000 Arizona Crisis Team PO Box 27076 Prescott Valley AZ 86312 General Purposes 10000 Arizona Food Bank Network 340 E Coronado Road Suite 400 Phoenix AZ 850041524 April Bradham, President & CEO 10000 Arizona Friends of Foster Children Foundation 360 E Coronado Rd Suite 190 Phoenix AZ 85004 Focus Forward 50000 Arizona Opera 1636 N Central Avenue Phoenix AZ 85004 General Purposes 10000 Arizona Philharmonic 406 Arena Drive Prescott AZ 86301 General Purposes 5000 Arizona State Railroad Museum Foundation 200 W Railroad Avenue Williams AZ 86046 General Purposes 10000 Arizona State University Foundation Gammage PO Box 870205 Tempe AZ 852870205 10,000 Beyond Series Programming, $50,000 Floor renovation 60000 Arizona Theatre Company PO Box 61893 Phoenix AZ 85082 General Purposes 7500 Arizonans for Children Inc 2435 E La Jolla Drive Tempe AZ 85282 General Purposes 5000 Arizona's Children Association 4524 N Maryvale Parkway Suite 220 Phoenix AZ 85031 Las Familias Program 5000 Ballet AZ 2835 E Washington Street Phoenix AZ 85034 Pam Craven, Corporate & Foundation Manager 15000 Boyce Thompson Arboretum 37615 E Arboretum Way Superior AZ 85173 learning lab 10000 Boys & Girls Clubs of Central AZ 335 E Aubrey Street Prescott AZ 86303 General Purposes 15000 Breckenridge Outdoor Education Center PO Box 697 Breckenridge CO 80424 General Purposes 2500 CALA Alliance 316 W McDowell Road Suite 203 Phoenix AZ 85003 General Purposes 10000 Camp Not-A-Wheeze 2689 E Michelle Way Gilbert AZ 85234 General Purposes 5000 Center for the Rights of Abused Children 3900 East Camelback Rd Suite 300 Phoenix AZ 85018 General Purposes 5000 Central Arizona Land Trust PO Box 1050 Prescott AZ 86302 General Purposes 5000 Central Arizona Shelter Services 230 S 12th Avenue Phoenix AZ 85007 General Purposes 10000 Children's Clinics 2600 N Wyatt Drive Tucson AZ 85712 General Purposes 10000 Children's Museum of Phoenix 215 N 7th Street Phoenix AZ 850341012 General Purposes 10000 Childsplay Theatre 900 S Mitchell Dr Tempe AZ 85281 General Purposes 25000 Circle the City 300 W Clarendon Ave Suite 200 Phoenix AZ 85013 General Purposes 20000 Coalition for Compassion and Justice PO Box 1882 Prescott AZ 86302 General Purposes 20000 Dance Theatre of Harlem 466 West 152nd Street New York NY 10031 General Purposes 5000 Detour Company Theater PO Box 697 Scottsdale AZ 85252 (2024) Simon Ridley, Executive Director 5000 Embry-Riddle Aeronautical University 3700 Willow Creek Road Prescott AZ 86301 $30k STEM Outreach Girls; $20k EagleSat/HuLC 50000 First Tee Phoenix 3837 E Wier Ave 7 Phoenix AZ 85040 Inclusion Initiative 15000 Flagstaff Shelter Services PO Box 1808 Flagstaff AZ 86002 General Purposes 5000 Foundation for Blind Children 1234 E Northern Avenue Phoenix AZ 85020 (2024 new CEO) Jared Kittelson 15000 Gardner Family Teacher Scholarships (GiFTS) 2970 Centerpointe East Drive Prescott AZ 86301 General Purposes 2500 Grand Canyon Conservancy PO Box 399 Grand Canyon AZ 86023 Celebration of Art Sept. 2024 5000 Great Hearts Arizona 701 N 44th Street Phoenix AZ 85008 Support Gala and Teachers Excellence Fund 5000 Great Hearts Scottsdale Preparatory Academy 16537 N 94th Street Scottsdale AZ 85260 security vestibule 15,000, playground 15,000 30000 Highlands Center for Natural History 1375 S Walker Road Prescott AZ 86303 General Purposes 15000 James Family Prescott YMCA 750 Whipple Street Prescott AZ 86301 Prescott Valley Expansion 100000 Launch Pad Teen Center 424 6th Street Prescott AZ 86301 General Purposes 10000 Meals on Wheels Prescott 1280 E Rosser Street Suite A Prescott AZ 86301 General Purposes 5000 Museum of Indigenous People 147 N Arizona Ave Prescott AZ 86301 General Purposes 1000 New Horizons 9400 E Valley Rd Prescott Valley AZ 86314 General Purposes 2500 New Way Academy 5048 E Oak Street Phoenix AZ 85008 General Purposes 10000 Northern Jaguar Project 2114 W Grant Road Suite 121 Tucson AZ 85745 General Purposes 2500 Northland Cares 3112 Clearwater Drive Suite A Prescott AZ 86305 General Purposes 10000 Northland Hospice 452 N Switzer Canyon Dr Suite A Flagstaff AZ 86001 General Purposes 5000 People Who Care PO Box 12079 Prescott AZ 86304 General Purposes 5000 Phippen Museum 4701 Highway 89 North Prescott AZ 86301 General Purposes 10000 Phoenix Art Museum 1625 North Central Avenue Phoenix AZ 850041685 Eric Fischl: Late America 50000 Phoenix Boy's Choir 1131 E Missouri Ave Phoenix AZ 85014 General Purposes 10000 Phoenix Center for the Arts 1202 N 3rd Street Phoenix AZ 85004 General Purposes 10000 Phoenix Dream Center PO Box 55226 Phoenix AZ 85032 General Purposes 10000 Phoenix Symphony The One North First Street Suite 200 Phoenix AZ 85004 General Purposes 20000 Phoenix Theatre Company The 1825 N Central Avenue Phoenix AZ 85004 Summer Theatre Camp 15000 Polara Health 3343 N Windsong Drive Prescott Valley AZ 86314 $7,500 masquerade; $50k unfunded care program 57500 Prescott Area Shelter Services 336 N Rush Street Prescott AZ 86301 General Purposes 10000 Prescott Community Cupboard Food Bank PO Box 10123 Prescott AZ 86304 (2024 new mailing address) 2500 Prescott Farmer's Market PO Box 1853 Prescott AZ 86302 General Purposes 10000 Prescott Free Clinic 1090 Commerce Drive Prescott AZ 86305 General Purposes 7500 Prescott Mountain Bike Alliance PO Box 3027 Prescott AZ 86302 Bean Peaks mountain bike trail system Phase 2 - (not yet granted) 50000 Prescott Unified School District Education Foundation 300 E Gurley Street Prescott AZ 86301 General Purposes 2500 Prevent Child Abuse AZ PO Box 26495 Prescott Valley AZ 86312 General Purposes 15000 ReSurge International 756 N Pastoria Avenue Sunnyvale CA 94085 General Purposes 2500 Rosie's House PO Box 13446 Phoenix AZ 85002 General Purposes 10000 Salk Institute 10010 N Torrey Pines Road La Jolla CA 920371002 10,000 symphony at salk sponsorship, 35,000 calloway, 35,000 lyumkis 80000 Salvation Army Prescott Corps 237 S Montezuma St Prescott AZ 86303 General Purposes 5000 School of Architecture at Taliesin 8776 E Shea Blvd 106-601 Scottsdale AZ 85260 TSOA's 2023-2024 campaign 10000 Sedona Community Food Bank PO Box 3962 Sedona AZ 86340 (2024) Cathleen A. Healy-Baiza, Executive Director 1000 Sharlot Hall Museum 415 W Gurley Street Prescott AZ 86301 General Purposes 10000 Society of St Vincent de Paul PO Box 13600 Phoenix AZ 850023600 2024 New - Shannon M. Clancy, Chief Executive Officer 25000 Southwest Autism Research & Resource Center (SARRC) 300 N 18th Street Phoenix AZ 85006 General Purposes 5000 St Joseph the Worker PO Box 13503 Phoenix AZ 850023503 General Purposes 10000 St Mary's Food Bank Alliance 2831 N 31st Avenue Phoenix AZ 850091518 General Purposes 50000 TGen Foundation 445 North Fifth Street Suite 120 Phoenix AZ 85004 $750, $50,000 50750 The Nash Jazz in Arizona Inc 110 E Roosevelt St Phoenix AZ 85004 remodel of rehearsal rooms and stage 50000 The University of Arizona Foundation 1140 E South Campus Drive Tucson AZ 85719 James 4H Camp and Outdoor Learning Center $50,000, 2nd year of 3 year commitment 50000 Upward 6306 N 7th St Phoenix AZ 85014 Marketing & outreach to recruit child in early education 5000 Verde Valley Community Development Organization PO Box 157 Cottonwood AZ 86326 Community Land Trust 40000 WayneFest 5021 N 20th Street Suite 10630 Phoenix AZ 85015 Support 2024 WayneFest music event 2500 Wrapped in Love 2700 N Lake Valley Rd Prescott Valley AZ 86314 General Purposes 1000 Yavapai Big BrothersBig Sisters Inc 3208 Lakeside Village Drive Prescott AZ 86301 General Purposes 21125 Yavapai CASA For Kids Foundation PO Box 28070 Prescott Valley AZ 86312 matching grant az gives day 10000 Yavapai College Foundation 1100 E Sheldon Street DSC 19-103 Prescott AZ 863013297 $40 Nurses (final pmt $40 short, Phase 3 now complete), $25,000 basketball restart, Community Healthcare Scholars Phase 4 multi-year: 2024 $8,964 Paid, 2025 $17,929, 2026 $17,929, 2027 $17,929, 2028 $8,964, Sigafoos Family Enrichment Center Match $18,935 61904 Yavapai County Education Foundation 2970 Centerpointe East Drive Prescott AZ 86301 General Purposes 1000 Yavapai County Food Bank PO Box 4151 Prescott AZ 86302 General Purposes 5000 Yavapai County Search and Rescue Team PO Box 11104 Prescott AZ 86304 General Purposes 1000 Yavapai Humane Trappers PO Box 12184 Prescott AZ 86304 General Purposes 35000 Yavapai Silent Witness PO Box 2524 Prescott AZ 86302 (2024) Walt Miller, Director 1000 Yavapai Symphony Association PO Box 2333 Prescott AZ 86302 (2024) Howell Lewis Shay, President 2500 1547279 0 14 33933 14 909515 18 684188 0 1627636 0 1627636 0 0 0 0 0 0 0 0 0 0 MERCK & CO INC COMMON 96205 96205 5391816 BERKSHIRE HATHAWAY INC CL-A 22003 18859 4085520 CHEVRON CORP COMMON 96205 104142 1903922 CIGNA CORP COMMON 1086 1086 134204 EOG RESOURCES INC COMMON 518495 518495 14341860 INTL BUSINESS MACHINES CORP 187730 187730 3118948 JP MORGAN CHASE & CO COMMON 631402 631402 6644761 KYNDRYL HOLDINGS 9350 9350 98160 ORGANON & CO COMMON 4752 4752 80866 PO BOX 367 367 0 0 INSURANCE 4704 4704 0 0 FMV Change 322377 TAX PREPARATION 4750 4750 0 0 2023 FEDERAL INCOME TAX 17221 17221 0 0