2026-09-03T08:47:45-05:00 2025-12-31 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990PF 2025-01-01 752137184 THE MORRIS FOUNDATION MORR 8179849802 3100 W 7TH ST STE 245 FORT WORTH TX 76107 ELIZABETH BRANDS PRESIDENT & CEO 8179849802 2026-09-02 1 EMILY LANDRY P01614538 8172599100 2025 X 270067524 X X 7549233 7549233 8094125 56462599 8094125 -104969 0 15538389 15643358 467835 89828 378007 250972 4581 246391 89070 2047 87023 46471 34853 11618 44940 33705 11235 548002 484572 63430 2267 2267 0 222872 5127 33721 1788 0 82131 85 82045 28629 0 28629 2316 0 2316 83522 10032 69062 1870815 667097 1013477 9006922 9006922 10877737 667097 10020399 4660652 14976261 2279471 13746573 13746573 2771 229541307 244778961 244778961 9165489 9767594 9767594 297316 296972 2132 344 344 1113477 1774052 1774052 242104647 270067524 270067524 461000 434607 351079 170000 321578 263018 1133657 867625 X 3728897 3728897 0 0 237242093 265471002 240970990 269199899 242104647 270067524 240970990 4660652 23568257 269199899 0 269199899 SECURITIES 2024-01-01 2025-12-31 56017750 48368474 7649276 7649276 OAK HILL CAPITAL PARTNERS V (ONSHORE FEEDER) LP 2025-01-01 2025-12-31 19 19 19 OAK HILL CAPITAL PARTNERS V (ONSHORE FEEDER) LP 2024-01-01 2025-12-31 444830 444830 444830 8094125 208170 0 208170 0 208170 107203 0 150000 0 257203 X 5460 43573 43573 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 WWW.THEMORRISFOUNDATION-FW.COM ELIZABETH BRANDS 8179849802 3100 WEST 7TH ST FORT WORTH TX 76107 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ELIZABETH R BRANDS VEREECKE 3100 W 7TH ST STE 245 FORT WORTH TX 76107 PRESIDENT AND CEO 40.00 364835 54303 0 MICHELLE MORRIS PIOTROWSKI 3100 W 7TH ST STE 245 FORT WORTH TX 76107 TRUSTEE 1.88 20000 0 0 LAURA ANNE LILES 3100 W 7TH ST STE 245 FORT WORTH TX 76107 TRUSTEE 1.88 20000 0 0 KATHARINE GRAHAM GUTHROW 3100 W 7TH ST STE 245 FORT WORTH TX 76102 DIRECTOR OF PARTNERS 40.00 174520 45481 0 CLAIRE OCONNOR ARMSTRONG 3100 W 7TH ST STE 245 FORT WORTH TX 76102 EXECUTIVE OPERATIONS 40.00 91616 40935 0 0 MIDWEST INSTITUTIONAL TRUST COMPANY 5901 COLLEGE BOULEVARD SUITE 100 OVERLAND PARK KS 66211 INVESTMENT FEES 479876 0 0 249989837 7231845 1547146 258768828 0 0 258768828 3881532 254887296 12744365 12744365 208170 208170 12536195 0 12536195 0 12536195 10020399 0 10020399 12536195 3331764 0 0 10020399 3331764 0 0 6688635 0 0 0 0 0 0 0 0 5847560 0 0 0 X AB CHRISTIAN LEARNING CENTER PO BOX 51078 STE 200 FORT WORTH TX 76105 NONE PC ABCLC 2026 FREEDOM SCHOOL SUMMER READING PROGRAM 65000 ABIDE WOMEN'S HEALTH SERVICES 3055 AL LIPSCOMB WAY STE 152243 DALLAS TX 75215 NONE PC ACCESSIBLE MOBILE MATERNAL HEALTHCARE IN TARRANT COUNTY 50000 ACH CHILD AND FAMILY SERVICES 3712 WICHITA STREET FORT WORTH TX 76119 NONE PC TRANSITIONAL LIVING SUPPORT 100000 ACH CHILD AND FAMILY SERVICES 3712 WICHITA STREET FORT WORTH TX 76119 NONE PC COBRIS COMPANION APPLICATION INCORPORATING ARTIFICIAL INTELLIGENCE TO SUPPORT CHILD SOCIAL WORK 100000 ALL SAINTS HEALTH FOUNDATION DBA BAYLOR SCOTT & WHITE 301 N WASHINGTON AVENUE DALLAS TX 75246 NONE PC GRADUATE MEDICAL EDUCATION FQHC ROTATION SUPPORT 80000 ALLIANCE FOR CHILDREN INC 3609 MARQUITA DRIVE FORT WORTH TX 76116 NONE PC SUPPORT FOR TARRANT COUNTY CHILD ABUSE VICTIMS 75000 ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION INC 225 N MICHIGAN AVENUE 17TH FL CHICAGO IL 60601 NONE PC ALZ CARES (COMMUNITY ALLIANCES FOR RISK REDUCTION, EDUCATION AND SUPPORT) FOR TARRANT COUNTY 25000 AMPLIFY 3005 WICHITA COURT FORT WORTH TX 76140 NONE PC AMPLIFY 2026 OPERATIONAL GRANT REQUEST 100000 BOYS & GIRLS CLUBS OF GREATER TARRANT COUNTY 3218 E BELKNAP STREET FORT WORTH TX 76111 NONE PC YOUTH SOCIAL-EMOTIONAL DEVELOPMENT SUPPORT 150000 CAMP FIRE FIRST TEXAS 2700 MEACHAM BOULEVARD FORT WORTH TX 76137 NONE PC CAMP FIRE EARLY EDUCATION WORKFORCE DEVELOPMENT 150000 CAMP SUMMIT INC 17210 CAMPBELL ROAD 180-W DALLAS TX 75252 NONE PC THE LISA BRAZIEL MEMORIAL FINANCIAL ASSISTANCE PROGRAM FOR TARRANT COUNTY CAMPERS WITH DISABILITIES 60000 CANCER CARE SERVICES 623 S HENDERSON STREET FORT WORTH TX 76104 NONE PC HELP=HOPE: REDUCING THE BURDEN OF CANCER 65000 CASA OF TARRANT COUNTY 101 SUMMIT AVENUE 505 FORT WORTH TX 76102 NONE PC CASA OF TARRANT COUNTY'S ADVOCACY FOR ABUSED AND NEGLECTED CHILDREN IN FOSTER CARE IN TARRANT COUNTY 90000 CATHOLIC CHARITIES DIOCESE OF FORT WORTH INC 249 W THORNHILL DRIVE FORT WORTH TX 76115 NONE PC NORTH TEXAS GIVING DAY 2025 20000 CENTER FOR TRANSFORMING LIVES 512 W 4TH STREET FORT WORTH TX 76102 NONE PC QUALITY EARLY CHILDHOOD EDUCATION AND FAMILY SUPPORT FOR 560+ TARRANT COUNTY KIDS 100000 CHILD CARE ASSOCIATES 3000 E BELKNAP STREET FORT WORTH TX 76111 NONE PC CHILD CARE ASSOCIATES: LEADING CHANGE THROUGH ADVOCACY AND POLICY 220000 CLC INC 555 N GRANTS LANE FORT WORTH TX 76108 NONE PC 2025 LOW INCOME FAMILY EMPLOYMENT INITIATIVE PROGRAM 50000 COMMUNITIES IN SCHOOLS OF GREATER TARRANT COUNTY 5601 BRIDGE STREET STE 501 FORT WORTH TX 76112 NONE PC CASE MANAGEMENT FOR AT-RISK STUDENTS IN FORT WORTH AND TARRANT COUNTY 100000 COMMUNITY FOOD BANK 3000 GALVEZ AVENUE FORT WORTH TX 76111 NONE PC OPERATIONS FOR RAPID FOOD DISTRIBUTION PROGRAM 175000 COMMUNITY HEALING AND MENTAL HEALTH PROJECT INC 1311 ROSEBROOK DRIVE MANSFIELD TX 76063 NONE PC WELLNESS AT THE TRAIL 50000 COMMUNITY LINK MISSION INC 300 S BELMONT STREET SAGINAW TX 76179 NONE PC SUPPORT FOR COMMUNITY LINK 50000 COOK CHILDREN'S HEALTH FOUNDATION 801 7TH AVENUE FORT WORTH TX 76104 NONE PC COOK CHILDREN'S DEVELOPMENTAL PEDIATRICS DEPARTMENT 75000 COOK CHILDREN'S HEALTH FOUNDATION 801 7TH AVENUE FORT WORTH TX 76104 NONE PC COOK CHILDRENS ALEXANDER VISION CENTER 80000 CRISTO REY FORT WORTH CATHOLIC HIGH SCHOOL 2633 ALTAMESA BOULEVARD FORT WORTH TX 76133 NONE PC CRISTO REY FORT WORTH COLLEGE PREP: CORPORATE WORK STUDY PROGRAM 75000 DELIGHTED TO DOULA BIRTH SERVICES 651 TABLE ROCK DRIVE PROSPER TX 75078 NONE PC COMMUNITY-BASED POSTPARTUM DOULA PROGRAM 75000 EDUCATIONAL FIRST STEPS 2815 GASTON AVENUE DALLAS TX 75226 NONE PC PROGRAM 75000 FIRST UNITED METHODIST CHURCH 800 W 5TH STREET FORT WORTH TX 76102 NONE PC FIRST STREET OUTREACH 125000 FORT WORTH AFFORDABILITY INC DBA FORT WORTH HOUSING SOLUTIONS 1407 TEXAS STREET FORT WORTH TX 76102 NONE PC COMMUNITY EDUCATION INITIATIVE 340000 FORT WORTH ECONOMIC DEVELOPMENT PARTNERSHIP FOUNDATION 500 W 7TH STREET FORT WORTH TX 76102 NONE PC FORT WORTH ECONOMIC DEVELOPMENT PARTNERSHIP 50000 FORT WORTH REPORT 3008 E ROSEDALE STREET FORT WORTH TX 76105 NONE PC FUNDING TO EXPAND THE FORT WORTH REPORT'S CAPACITY TO PROVIDE LOCAL NEWS COVERAGE OF KEY ISSUES 65000 GILL CHILDREN'S SERVICES 555 HEMPHILL STREET STE 200 FORT WORTH TX 76104 NONE PC GILL CHILDREN'S SERVICES 65000 GUARDIANSHIP SERVICES INC PO BOX 11481 FORT WORTH TX 76110 NONE PC MONEY MANAGEMENT: STRENGTHENING THE SAFETY NET FOR OLDER ADULTS 70000 HOPE SUPPLY CO 10480 SHADY TRAIL STE 104 DALLAS TX 75220 NONE PC CRITICAL NEEDS PROGRAM FOR HOMELESS AND AT-RISK CHILDREN IN TARRANT COUNTY 50000 HUMANE SOCIETY OF NORTH TEXAS 1840 EAST LANCASTER AVENUE FORT WORTH TX 76103 NONE PC PATHWAY OUT OF HOMELESSNESS FOR PEOPLE AND PETS 37000 IMMUNIZATION COLLABORATION OF TARRANT COUNTY PO BOX 100192 FORT WORTH TX 76185 NONE PC LOW COST BACK TO SCHOOL VACCINE EVENTS AND COMMUNITY EDUCATION 25000 JPS FOUNDATION 1350 S MAIN STREET STE 4000 FORT WORTH TX 76104 NONE PC ADOLESCENT INPATIENT UNIT BEHAVIORAL HEALTH 100000 JPS FOUNDATION 1350 S MAIN STREET STE 4000 FORT WORTH TX 76104 NONE PC PREGNANCY CARE COORDINATION SERVICES 200000 LENA POPE HOME INC 3200 SANGUINET STREET FORT WORTH TX 76107 NONE PC INCREASING ACCESS TO MENTAL HEALTH SERVICES REGARDLESS OF SOCIOECONOMIC STATUS 50000 LVTRISE 8201 CALMONT AVENUE FORT WORTH TX 76116 NONE PC 2026 LVTRISE OPERATING 50000 MEALS ON WHEELS INC OF TARRANT COUNTY 5740 AIRPORT FREEWAY FORT WORTH TX 76117 NONE PC HOME DELIVERED MEALS FOR TARRANT COUNTY'S OLDER, DISABLED, AND HOMEBOUND ADULTS 150000 METHODIST JUSTICE MINISTRY 750 W 5TH STREET FORT WORTH TX 76102 NONE PC FAMILY LAW REPRESENTATION AND SUPPORT SERVICES FOR INDIGENT VICTIMS OF ABUSE AND NEGLECT 75000 MHMR FOUNDATION 3840 HULEN STREET NORTH TOWER FORT WORTH TX 76107 NONE PC PERINATAL CONNECTION CONTINUUM 275000 NORTH TEXAS AREA COMMUNITY HEALTH CENTER 2332 BEVERLY HILLS DRIVE FORT WORTH TX 76114 NONE PC LIVING YOUR BEST LIFE PROGRAM FOR DIABETES AND HYPERTENSION PATIENTS 150000 NORTH TEXAS AREA COMMUNITY HEALTH CENTER 2332 BEVERLY HILLS DRIVE FORT WORTH TX 76114 NONE PC SUSTAINABILITY PROJECT 150000 PARTNERSHIP HOME PO BOX 471638 FORT WORTH TX 76147 NONE PC POLICY CHANGE TO IMPROVE THE LIVES OF THOSE EXPERIENCING HOMELESSNESS IN OUR COMMUNITIES 200000 PLANNED PARENTHOOD OF GREATER TEXAS 7424 GREENVILLE AVENUE DALLAS TX 75231 NONE PC FORT WORTH HEALTH EQUITY FUND 200000 PRESBYTERIAN NIGHT SHELTER OF TARRANT COUNTY PO BOX 2645 FORT WORTH TX 76113 NONE PC THE GREATER GOOD COLLECTIVE 500000 PRESBYTERIAN NIGHT SHELTER PO BOX 2645 FORT WORTH TX 76113 NONE PC RAM RETENTION 1000000 PRESBYTERIAN NIGHT SHELTER PO BOX 2645 FORT WORTH TX 76113 NONE PC FAMILY SERVICES 125000 PROJECTHANDUPTHE GATEHOUSE PO BOX 398 GRAPEVINE TX 76099 NONE PC THE GATEHOUSE PROGRAM 50000 RECOVERY RESOURCE COUNCIL 2700 AIRPORT FREEWAY FORT WORTH TX 76111 NONE PC ENDURING FAMILIES: VETERANS MENTAL HEALTH PROGRAM 100000 REV TARRANT COUNTY 3100 W 7TH STREET STE 245 FORT WORTH TX 76107 NONE PC EFFECTIVE EDUCATOR AND PRE-K POLICY WORK 600000 SOCIETY OF ST VINCENT DE PAUL OF NORTH TEXAS 3826 GILBERT AVENUE DALLAS TX 75219 NONE PC CHARITABLE PHARMACY 60000 TARRANT AREA FOOD BANK 2525 CULLEN STREET FORT WORTH TX 76107 NONE PC READY TO LEARN 170000 TARRANT COUNTY SAMARITAN HOUSING INC 929 HEMPHILL STREET FORT WORTH TX 76104 NONE PC GENERAL OPERATIONS AND THE VILLAGES CAPITAL REQUEST 120000 TEXAS CHRISTIAN UNIVERSITY TCU BOX 297011 FORT WORTH TX 76129 NONE PC KINDERFROGS SCHOOL ASSOCIATES PROGRAM 50000 TEXAS HEALTH RESOURCES FOUNDATION 612 E LAMAR BOULEVARD 300 ARLINGTON TX 76011 NONE PC TEXAS HEALTH FORT WORTH'S INDIGENT PHARMACY PROGRAM 13922 TEXAS IMPACT NETWORK 7219 LIGHTHOUSE ROAD ARLINGTON TX 76002 NONE PC STRATEGIC STAFFING IN TARRANT COUNTY 86000 TEXPROTECTS THE TEXAS ASSOCIATION FOR THE PROTECTION OF CHILDREN 3000 PEGASUS PARK DRIVE STE 708 DALLAS TX 75247 NONE PC SAFE BEGINNINGS: EXPANDING HOME VISITING TO PROTECT AND STRENGTHEN FORT WORTH FAMILIES 75000 THE ARCHWAY 1010 NORTH CENTER STREET ARLINGTON TX 76011 NONE PC POSTPARTUM SUPPORT FOR DOMESTIC VIOLENCE VICTIMS IN SAFEHAVEN'S SHELTERS 125000 THE CONCILIO 650 FORT WORTH AVENUE 250 DALLAS TX 75208 NONE PC THE CONCILIO'S MENTAL WELLNESS PROGRAMMING: FAMILIAS FUERTES, EL BIENESTAR EMPIEZA EN EL HOGAR 70000 THE JORDAN ELIZABETH HARRIS FOUNDATION 2830 S HULEN STREET 139 FORT WORTH TX 76109 NONE PC GENERAL SUICIDE PREVENTION FUNDING 120000 THE SALVATION ARMY DFW METROPLEX COMMAND 440 WEST NYACK ROAD PO BOX C-635 WEST NYACK NY 10994 NONE PC COMBATTING POVERTY, HOMELESSNESS, AND ADDICTION IN FORT WORTH 125000 THE TELOS PROJECT 7801 OAKMONT BOULEVARD FORT WORTH TX 76132 NONE PC EQUAL ACCESS ASSESSMENT FUND 40000 THE WARM PLACE 809 LIPSCOMB STREET FORT WORTH TX 76104 NONE PC GRIEF SUPPORT PROGRAM 40000 THE WOMEN'S CENTER OF TARRANT COUNTY 1723 HEMPHILL STREET FORT WORTH TX 76110 NONE PC MENTAL HEALTH SERVICES 75000 TRINITY HABITAT FOR HUMANITY 9333 N NORMANDALE STREET FORT WORTH TX 76116 NONE PC SUPPORTING STRONGER NEIGHBORHOODS: PARTNERSHIP HOME PROGRAM 50000 UNBOUND NOW 1100 HEMPHILL STREET 23 FORT WORTH TX 76104 NONE PC 24/7 CRISIS SUPPORT & CASE MANAGEMENT FOR COMMERCIALLY SEXUALLY EXPLOITED YOUTH (CSEY) 60000 UNION GOSPEL MISSION OF TARRANT COUNTY PO BOX 1957 FORT WORTH TX 76101 NONE PC UNION GOSPEL MISSION OF TARRANT COUNTY GENERAL OPERATIONS 100000 UNITED COMMUNITY CENTERS INC 3900 MEADOWBROOK DRIVE 122 FORT WORTH TX 76103 NONE PC EDUCATION LITERACY PROGRAM 75000 UNTHSC FOUNDATION 3500 CAMP BOWIE BOULEVARD FORT WORTH TX 76107 NONE PC UNT HEALTH SCHOOL BASED CLINIC 50000 UNTHSC FOUNDATION 3500 CAMP BOWIE BOULEVARD FORT WORTH TX 76107 NONE PC PEDIATRIC MOBILE CLINIC 50000 UT SOUTHWESTERN MONCRIEF CANCER CENTER 400 W MAGNOLIA AVENUE FORT WORTH TX 76104 NONE SO I AYA AUTOMATED CARE PLAN 50000 WACO FOUNDATION 1224 AUSTIN AVENUE 100 WACO TX 76701 NONE PC OPERATIONS 100000 WACO FOUNDATION 1224 AUSTIN AVENUE 100 WACO TX 76701 NONE PC TARRANT COUNTY CENSUS READINESS ASSESSMENT 75000 WESTAID PO BOX 121395 FORT WORTH TX 76121 NONE PC INCREASING FOOD SECURITY IN WEST FORT WORTH THROUGH SUPPORT, ENGAGEMENT AND EDUCATION 50000 YMCA OF METROPOLITAN FORT WORTH 512 LAMAR STREET STE 400 FORT WORTH TX 76102 NONE PC ELLA MCFADDEN EARLY LEARNING CENTER AT THE Y 120000 9006922 0 14 7549233 18 8094125 PARTNERSHIP REVENUE 523000 -45781 01 -59188 -45781 15584170 0 15538389 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 44940 33705 11235 BMO HARRIS - EQUITY 196545280 196545280 BMO HARRIS - FIXED INCOME 48233681 48233681 HPS MEZZANINE PRIVATE INVESTORS OFFSHORE 2019 LP FMV 772306 772306 OAK HILL CAPITAL PARTNERS V ONSHORE FEEDER LP FMV 5914418 5914418 PEG GLOBAL PRIVATE EQUITY VIII OFFSHORE SPECIAL LP FMV 2221642 2221642 RCP FUND XIX CAYMAN FEEDER LP FMV 339228 339228 RCP SOF V CAYMAN FEEDER LP FMV 40000 40000 ACCOLADE PARTNERS X FEEDER LP FMV 60000 60000 BPEA CAYMAN VII LP FMV 420000 420000 LEGAL 46471 34853 11618 INTEREST RECEIVABLE 187109 227249 227249 RIGHT OF USE ASSET 320917 255802 255802 BENEFIT IN MARITAL TRUST 605451 605451 605451 CHARITABLE REMAINDER UNITRUST 0 685550 685550 BANK CHARGES 3501 3501 0 OFFICE 36308 1810 34498 MEMBERSHIP FEES 12382 1857 10525 INFORMATION TECHNOLOGY 10511 1526 8985 INSURANCE 8766 1315 7451 RESEARCH AND SUBSCRIPTIONS 156 23 137 POSTAGE AND SHIPPING 793 0 793 AMORTIZATION 6673 0 6673 PENALTIES 4432 0 0 PARTNERSHIP REVENUE -104969 -104969 UNREALIZED GAINS AND LOSSES 23568257 DEFERRED RENT LIABILITY 321578 263018 INVESTMENT ADVISORY 479876 479876 0 CONSULTING 36190 3619 32571 PAYROLL 12924 1077 11847 MARKETING AND COMMUNICATIONS 19012 0 19012 PAYROLL TAX 37401 3680 33721 EXCISE TAX 184024 0 0 FOREIGN TAXES 1447 1447 0