2026-05-29T14:51:02-05:00 2025-12-31 620788068 PURYEAR & NOONAN CPAS 40 BURTON HILLS BLVD STE 170 NASHVILLE TN 37215 990PF 2025-01-01 581913577 THE MORRIS FAMILY FOUNDATION MORR 6156654448 104 WOODMONT BLVD SUITE 122 NASHVILLE TN 37205 JOHN A MORRIS OFFICER 6156654448 2026-05-14 1 MICHELLE BRAMEL CPA P00254619 6152960500 2026-05-14 2025 2025-03-06 01:10:19Z X 3950729 X X 6332 6332 58218 58218 54579 118799 54579 119129 119129 0 0 0 0 0 3975 1988 0 1987 2392 2392 0 0 23569 22489 0 1080 29936 26869 0 3067 120900 120900 150836 26869 0 123967 -31707 92260 0 26547 35687 35687 2095489 2054642 3915042 9282 9282 2122036 2090329 3950729 0 0 X 0 0 0 0 2122036 2090329 2122036 2090329 2122036 2090329 2122036 -31707 0 2090329 0 2090329 61 SH VANGUARD INDEX FDS S&P 500 ETF SHS NEW P 2021-07-29 2025-06-30 34515 24740 9775 9775 34 SH VANGUARD INDEX FDS S&P 500 ETF SHS NEW P 2021-07-29 2025-08-18 20108 13790 6318 6318 55 SH VANGUARD INDEX FDS S&P 500 ETF SHS NEW P 2021-07-29 2025-12-23 34719 22307 12412 12412 26 SH VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF P 2020-03-25 2025-06-30 5002 2345 2657 2657 ST CAPITAL LOSS CTF P 2025-12-31 1038 -1038 -1038 LT CAPITAL LOSS CTF P 2025-12-31 24455 24455 24455 54579 -1038 1282 0 1282 0 1282 2348 0 0 0 2348 0 1066 1066 0 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 0 0 0 0 1 THEMORRISFAMILYFOUNDATION.ORG JOHN A MORRIS 6156654448 104 WOODMONT BLVD SUITE 122 NASHVILLE TN 37205 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN A MORRIS 870 TYNE BLVD NASHVILLE TN 37220 TRUSTEE 2.00 0 0 0 ALFRED H MORRIS 159 LAMBERT ROAD NEW CANAAN CT 06840 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 3635476 44896 0 3680372 0 0 3680372 55206 3625166 181258 181258 1282 1282 179976 0 179976 0 179976 123967 0 123967 179976 0 0 34779 64190 25484 124453 123967 0 0 0 123967 0 56009 56009 68444 0 0 0 0 0 0 0 68444 42960 25484 BRENDA HARDISON 104 WOODMONT BLVD SUITE 122 NASHVILLE TN 37205 6156654448 DETAILS REGARDING THE APPLICATION PROCESS AND ANY INFORMATION THAT SHOULD BE INCLUDED CAN BE FOUND ONLINE AT THEMORRISFAMILYFOUNDATION.ORG NOVEMBER 1 AWARDS ARE LIMITED TO 501C3 ORGANIZATIONS ONLY. 101 E 69TH STREET CONSERVANCY 101 E 69TH STREET NEW YORK NY 10021 NONE NC DONATION 500 AARP FOUNDATION PO BOX 93207 LONG BEACH CA 908093207 NONE NC DONATION 250 ALBERTUS MAGNUS COLLEGE 700 PROSPECT ST NEW HAVEN CT 06511 NONE NC DONATION 1000 AMERICAN TINNITUS ASSOCIATION PO BOX 424049 WASHINGTON DC 200424049 NONE NC DONATION 100 ASPCA 424 E 92ND ST NEW YORK NY 10128 NONE NC DONATION 1000 BALLETCOLLECTIVE INC 915 WEST END AVE APT 6D NEW YORK NY 10025 NONE NC DONATION 1200 BUCKLEY SCHOOL ANNUAL FUN 113 EAST 73RD STREET NEW YORK NY 10021 NONE NC DONATION 1000 CARNEGIE HILL NEIGHBORS INC 170 E 91ST STREET NEW YORK NY 10128 NONE NC DONATION 100 COMMA CATALYST 2416 21ST AVE S STE 303 NASHVILLE TN 372125318 NONE NC DONATION 17250 DONORSCHOOSE 134 W 37TH ST FL 11 NEW YORK NY 10018 NONE NC DONATION 500 ECAD 149 NEWFIELD RD TORRINGTON CT 06790 NONE NC DONATION 250 ENSEMBLE STUDIO THEATRE 549 W 52ND STREET NEW YORK NY 10019 NONE NC DONATION 1000 ESTONIAN AMERICAN FUND PO BOX 2464 ROCKVILLE MD 20852 NONE NC DONATION 10000 FORDHAM UNIVERSITY 441 EAST FORDHAM ROAD BRONX NY 10458 NONE NC DONATION 10000 FRIENDS OF IRWIN PARK PO BOX 1553 NEW CANAAN CT 06840 NONE NC DONATION 1000 GRACE FARMS FOUNDATION 365 LUKES WOOD ROAD NEW CANAAN CT 06840 NONE NC DONATION 100 GREENWICH HOSPITAL 5 PERRYRIDGE RD GREENWICH CT 06830 NONE NC DONATION 1000 HARPETH HALL SCHOOL 3801 HOBBS RD NASHVILLE TN 37215 NONE NC DONATION 4500 ITALIAN GREYHOUND RESCUE 7 DAMON STREET NORTH READING MA 01864 NONE NC DONATION 1000 LITERACY PARTNERS 75 MAIDEN LANE NEW YORK NY 10038 NONE NC DONATION 500 NATIONAL MUSEUM OF RACING 191 UNION AVENUE SARATOGA SPRINGS NY 12866 NONE NC DONATION 250 NEW CANAAN BEAUTIFICATION LEAGUE PO BOX 4 NEW CANAAN CT 06840 NONE NC DONATION 250 NEW CANAAN EMS 182 SOUTH AVE NEW CANAAN CT 06840 NONE NC DONATION 250 NEW CANAAN HISTORICAL SOCIETY 13 OENOKE RIDGE NEW CANAAN CT 06840 NONE NC DONATION 500 NEW CANAAN LAND TRUST INC PO BOX 425 NEW CANAAN CT 06840 NONE NC DONATION 3100 NEW CANAAN LIBRARY 151 MAIN STREET NEW CANAAN CT 06840 NONE NC DONATION 500 NEW CANAAN NATURE CENTER ASSOC 144 OENOKE RDG NEW CANAAN CT 06840 NONE NC DONATION 250 NEW CANAAN PRESERVATION ALLIANCE PO BOX 924 NEW CANAAN CT 06840 NONE NC DONATION 250 NY PHILHARMONIC 10 LINCOLN CENTER PLAZA NEW YORK NY 10023 NONE NC DONATION 1500 OAK HILL SCHOOL 4815 FRANKLIN RD NASHVILLE TN 37220 NONE NC DONATION 15000 PROVIDENCE COLLEGE 1 CUNNINGHAM SQUARE PROVIDENCE RI 02918 NONE NC DONATION 1000 REVIVED SOLIDERS UKRAINE 426 RAEHN ST ORLANDO FL 32806 NONE NC DONATION 500 SILVERMINE ARTS CTR 1037 SILVERMINE RD NEW CANAAN CT 06840 NONE NC DONATION 500 SOANE MUSEUM FOUNDATION 120 BROADWAY 20TH FL NEW YORK NY 10271 NONE NC DONATION 500 ST GEORGE'S ANNUAL FUND 372 PURGATORY ROAD MIDDLETOWN RI 02842 NONE NC DONATION 2000 STAYING PUT IN NEW CANAAN PO BOX 484 NEW CANAAN CT 06840 NONE NC DONATION 500 AMERICAN FOUNDATION FOR THE COURTAULD INSTITUTE OF ART 55 EAST END AVENUE 3D NEW YORK NY 10028 NONE NC DONATION 10000 THE DRAMA LEAGUE 32 6TH AVE NEW YORK NY 10013 NONE NC DONATION 250 THE FUND FOR PARK AVENUE 445 PARK AVENUE NEW YORK NY 10022 NONE NC DONATION 1000 THE GOOD DOG FOUNDATION PO BOX 346 HUDSON NY 12534 NONE NC DONATION 250 THE HANK FOUNDATION 487 MAIN ST MT KISCO NY 10549 NONE NC DONATION 500 THE NEW YORK TIMES COMMUNITIES FUND 4 CHASE METROTECH CENTER BROOKLYN NY 11245 NONE NC DONATION 500 THE SCHWARZMAN ANIMAL MEDICAL CENTER 510 E 62ND ST NEW YORK NY 10065 NONE NC DONATION 2000 THE SOCIETY OF MSK 1275 YORK AVENUE NEW YORK NY 10065 NONE NC DONATION 6000 THIRTY WEST FORTY FOURTH STREET FOUNDATION INC 30 W 44TH ST NEW YORK NY 10036 NONE NC DONATION 500 TOWN PLAYERS OF NEW CANAAN 679 SOUTH AVE NEW CANAAN CT 06840 NONE NC DONATION 1700 TUFTS UNIVERSITY 419 BOSTON AVENUE MEDFORD MA 02155 NONE NC DONATION 1000 UNIVERSITY OF WISCONSIN 21 N PARK STREET SUITE 5301 MADISON WI 53715 NONE NC DONATION 250 UNIVERSITY SCHOOL OF NASHVILLE 2000 EDGEHILL AVE NASHVILLE TN 37212 NONE NC DONATION 10000 VERSAILLES FOUNDATION 420 LEXINGTON AVE NEW YORK NY 10170 NONE NC DONATION 2000 VOICES FOR A SAFER TENNESSEE 4117 HILLSBORO PIKE SUITE 103-320 NASHVILLE TN 37215 NONE NC DONATION 5000 WAVENY PARK CONVERVANCY 677 SOUTH AVE NEW CANAAN CT 06840 NONE NC DONATION 250 WIKIMEDIA FOUNDATION PO BOX 98204 WASHINGTON DC 20090 NONE NC DONATION 100 WILDLIFE IN CRISIS PO BOX 1246 WESTON CT 06883 NONE NC DONATION 500 120900 0 14 6332 14 58218 25 54579 0 119129 0 119129 0 0 0 0 0 0 0 0 0 0 INDIRECT ACCOUNTING FEES 3975 1988 0 1987 7365.0 SH VANGUARD INTERNATIONAL EQUITY INDEX FUND INC FTSE 421168 541769 728 SH APPLE INC COM 46714 197914 6,0005.496 DTC INTERNATIONAL EQUITY COMMON 215137 254140 3,299.00 SH VANGUARD INDEX FDS S&P 500 ETF SHS NEW 897907 2068902 580 SH ALPHABET INC CAP STK CL A 32844 181540 2,858.444 DTC US ACTIVE EQUITY FUND COMMON 98491 105344 1,956.00 SH VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF 176402 409039 14,827.327 DTC CORE FIXED INCOME COMMON 134037 124285 5,476.380 DTC SHORT DURATION FIXED INCOME COMMON 31942 32109 INVESTMENT FEES 20478 20478 0 0 MISC. ADMIN EXPENSE 969 0 0 969 BANK & WIRE CHARGES 111 0 0 111 OTHER DEDUCTIONS 2011 2011 0 0 FOREIGN TAX 2392 2392 0 0