2026-04-01T12:23:23+00:00 2025-12-31 440160260 Forvis Mazars LLP 820 Massachusetts Ave Suite 1370 Indianapolis IN 46204 990PF 2025-01-01 464245754 Morgan Family Foundation Inc MORG 4065957678 520 S Grand Ave Bozeman MT 59715 Lucy Curran Vice President 4065957678 2026-04-01 true Jeffrey Bodkin P01350681 3173834000 2026-05-15 2025 2025-03-06 01:10:19Z X 12300993 X 375000 243 243 246148 246148 943297 3408165 943297 0 0 0 0 0 0 1564688 1189688 0 0 0 0 0 7235 3618 0 3618 55420 49607 0 5813 30330 3774 0 0 0 0 0 1547 0 0 1547 94532 56999 0 10978 1042131 1042131 1136663 56999 0 1053109 428025 1132689 0 130388 248653 248653 245146 183781 183781 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8752794 9123919 11868559 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 9128328 9556353 12300993 0 0 0 0 0 0 X 9128328 9556353 9128328 9556353 9128328 9556353 9128328 428025 0 9556353 0 9556353 Merrill Lynch x4078 - ST P 2025-01-01 2025-12-31 806429 792834 13595 0 13595 Merrill Lynch x4078 - LT P 2025-01-01 2025-12-31 2596498 1672034 924464 0 924464 Merrill Lynch x4011 - LT Capital Gain Distributions P 2024-01-01 2025-12-31 5238 0 5238 0 5238 943297 15744 0 15744 15744 17740 0 17740 1996 1996 0 false false false false false false false true true true false false false false true N/A Lucy Curran 4065957678 520 SO Grand Ave Bozeman MT 59715 false false false false false false false false false false false false false false false false false false false false false Alyce Morgan 1201 Highland Blvd A114 Bozeman MT 59715 President 1.00 0 0 0 Lucille Curran 520 S Grand Ave Bozeman MT 59715 Vice President 1.00 0 0 0 N/A None None 0 0 11217992 262585 0 11480577 0 11480577 172209 11308368 565418 565418 15744 15744 549674 549674 549674 1053109 0 0 1053109 549674 0 2021 0 104874 258165 240186 315573 370382 1289180 1053109 0 0 0 549674 503435 0 1792615 0 0 0 0 0 104874 1687741 258165 240186 315573 370382 503435 Lucille Curran X Butte SPIRIT Center 609 W Galena St Butte MT 59701 NONE PC GENERAL 100000 Fly High Youth Services 401 E 6th St Apt 3 Michigan City IN 46360 NONE PC GENERAL 20000 HRDC 32 S Tracy Ave Bozeman MT 59715 NONE PC GENERAL 50000 Crosswinds Recovery Box 5102 Missoula MT 59806 NONE PC GENERAL 25000 Big Sky Youth Empowerment PO Box 6757 Bozeman MT 59771 NONE PC GENERAL 25000 Budding Entrepeneurs Nonprofit Org 150 Woodland Ave Michigan City IN 46360 NONE PC GENERAL 25000 YMCA of La Porte Indiana 901 Michigan Ave La Porte IN 46350 NONE PC GENERAL 25000 Michigan City Renaissance 717 Franklin St Apt 204 Michigan City MI 46360 NONE PC GENERAL 29940 Paladin Inc 4315 East Michigan Blvd Michigan City IN 46360 NONE PC GENERAL 25000 Haven 132 Pond Row Bozeman MT 59718 NONE PC GENERAL 25000 Heart of the Valley PO Box 11390 Bozeman MT 59719 NONE PC GENERAL 40000 Unity Foundation of La Porte County 422 Franklin St Suite D Michigan City IN 46360 NONE PC GENERAL 303191 Center for Creative Solutions Inc 2912 N Regal Dr La Porte IN 46350 NONE PC GENERAL 2000 Thrive 407 S Ferguson Ave Bozeman MT 59718 NONE PC GENERAL 35000 MCAS Safe Harbor 100 Manny Ct Michigan City IN 46360 NONE PC GENERAL 7000 Lubeznik Center of the Arts 101 W 2nd St Michigan City IN 46360 NONE PC GENERAL 20000 Anthony Adams House PO Box 262 Michigan City IN 46360 NONE PC GENERAL 11000 Cancer Support Community 102 S 11th Ave Bozeman MT 59715 NONE PC GENERAL 25000 Empact Arts Inc 3601 Clipper Mill Rd Baltimore MD 21211 NONE PC GENERAL 20000 Wolfpoint Pound Puppies PO Box 164 Wolf Point MT 59201 NONE PC GENERAL 30000 Spay Montana PO Box 938 Butte MT 59703 NONE PC GENERAL 50000 Butte Rescue Mission Center of Hope 610 E Platinum St Butte MT 59701 NONE PC GENERAL 50000 CASA for Kids of Flathead and Lincoln County PO Box 11195 Kalispell MT 59904 NONE PC GENERAL 25000 Positive Image Postive Impact 8010 Clayburn Ct Indianapolis IN 46268 NONE PC GENERAL 13000 Manhattan Senior Citizens Council Inc PO Box 5 Manhattan MT 59741 NONE PC GENERAL 10000 Michigan City Area Schools 408 S Carroll Ave Michigan City IN 46360 NONE PC GENERAL 1000 Temple Total Fitness Inc 1914 E US Highway 20 Michigan City IN 46360 NONE PC GENERAL 15000 Tiny Tails K-9 Rescue Inc PO Box 257 Manhattan MT 59741 NONE PC GENERAL 5000 Health Equity Solutions 4221 143rd PL SE Snohomish WA 98296 NONE PC GENERAL 20000 Florida Exotic Bird Sanctuary 8933 Casper Avenue Hudson FL 34667 NONE PC GENERAL 10000 1042131 0 14 243 14 246148 18 943297 0 1189688 0 1189688 Form Not Applicable false false false false false false false false false false X X 1 Alyce Morgan 1201 Highland Blvd A114 Bozeman MT 59715 75000 X 2 Lucille Curran 520 S Grand Ave Bozeman MT 59715 300000 X Accounting Fees 7235 3618 3618 None Merrill Lynch x0411 259023 308402 Merrill Lynch x4078 8864896 11560157 Miscellanous Expense 1547 1547 Merrill Lynch x0411 Advisor Fees 1148 1148 Merrill Lynch x4078 Advisor Fees 48459 48459 Other Professional Fees 5813 5813 Merrill Lynch x4078 Foreign Tax Paid 3774 3774 Excise Tax 26556