Nonprofit · EIN 83-3167433
THE MORRIS FAMILY FOUNDATION
Tax-exempt · ESTES PARK, CO 80517
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $357,115 | $574,001 | -$216,886 | $8,818,447 | $0 | $8,818,447 |
| December 31, 2024 | 990-PF | $9,255,989 | $260,930 | $8,995,059 | $9,030,333 | $0 | $9,030,333 |
| December 31, 2023 | 990-PF | $30,093 | $40,247 | -$10,154 | $35,274 | $0 | $35,274 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $47,500
- Dividends
- $298,778
- Interest
- $479
- Net gain from sales of assets
- $10,358
Expenses
- Grants and similar amounts paid
- $488,839
- Compensation of officers, directors and key employees
- $1,853
- Disbursements for charitable purposes
- $500,090
- Excise tax on investment income
- $3,008
Balance sheet and other
- Total assets, start of year
- $9,030,333
- Total assets, end of year
- $8,818,447
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,818,447
- Fair market value of assets
- $9,194,902
- Qualifying distributions
- $500,090
- Net investment income
- $283,295
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UBS FINANCIAL SERVICES INC 7250 DALLAS PKWY 12TH FL, PLANO, TX 75024 | INVESTMENT MANAGER | 0 | $63,683 |
| JAMES C MORRISS III 1382 DEER PATH CT, ESTES PARK, CO 80517 | PRESIDENT | 2 | $0 |
| CYNTHIA B GOERKE 18 POTOMAC PLACE, TEXARKANA, TX 75501 | TRUSTEE | 1 | $0 |
| MATTHEW MORRISS 1152 S 800W, SALT LAKE CITY, UT 84104 | TREASURER & TRUSTEE | 1 | $0 |
| CYNTHIA H MORRISS 1382 DEER PATH CT, ESTES PARK, CO 80517 | VICE PRESIDENT | 2 | $0 |
| KATHERINE MORRISS 2111 CARRIAGE WAY, CHAPEL HILL, NC 27517 | SECRETARY & TRUSTEE | 2 | $0 |
| SARAH WOLFE 1152 S 800W, SALT LAKE CITY, UT 84104 | TRUSTEE | 1 | $0 |
| ALEX DAVIS 2111 CARRIAGE WAY, CHAPEL HILL, NC 27517 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES C MORRISS III 1382 DEER PATH CT, ESTES PARK, CO 80517 | PRESIDENT | 2 | $0 |
| JOHN D COLLINS 1382 DEER PATH CT, ESTES PARK, CO 80517 | VICE PRESIDENT | 1 | $0 |
| CYNTHIA B GOERKE 1382 DEER PATH CT, ESTES PARK, CO 80517 | SECRETARY | 1 | $0 |
| MATTHEW MORRISS 1382 DEER PATH CT, ESTES PARK, CO 80517 | TREASURER | 1 | $0 |
| RONALD R COLLINS 1382 DEER PATH CT, ESTES PARK, CO 80517 | TRUSTEE | 1 | $0 |
| CYNTHIA H MORRISS 1382 DEER PATH CT, ESTES PARK, CO 80517 | TRUSTEE | 2 | $0 |
| KATHERINE MORRISS 1382 DEER PATH CT, ESTES PARK, CO 80517 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES C MORRISS III 1382 DEER PATH CT, ESTES PARK, CO 80517 | PRESIDENT | 0.1 | $0 |
| JOHN D COLLINS 1382 DEER PATH CT, ESTES PARK, CO 80517 | VICE PRESIDENT | 0.1 | $0 |
| CYNTHIA B GOERKE 1382 DEER PATH CT, ESTES PARK, CO 80517 | SECRETARY | 0.1 | $0 |
| CRYSTALLE SLOAN 1382 DEER PATH CT, ESTES PARK, CO 80517 | TREASURER | 0.1 | $0 |
| RONALD R COLLINS 1382 DEER PATH CT, ESTES PARK, CO 80517 | TRUSTEE | 0.1 | $0 |
| CYNTHIA H MORRISS 1382 DEER PATH CT, ESTES PARK, CO 80517 | TRUSTEE | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 1382 DEER PATH CT, ESTES PARK, CO 80517-9439
- Signed the 990-PF
- JAMES C MORRIS III, PRESIDENT
- Phone
- (512) 657-3350
- Return prepared by
- CHERRY BEKAERT ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 83-3167433
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $8,818,447
- Income (IRS master file)
- $1,763,166
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $357,115 | $574,001 | $8,818,447 | XML |
| 990-PF | December 2024 | $9,255,989 | $260,930 | $9,030,333 | IRS |
| 990-PF | December 2023 | $30,093 | $40,247 | $35,274 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 83-3167433).
Questions about THE MORRIS FAMILY FOUNDATION
- What is the EIN of THE MORRIS FAMILY FOUNDATION?
- The employer identification number (EIN) of THE MORRIS FAMILY FOUNDATION is 83-3167433.
- Is THE MORRIS FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to THE MORRIS FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE MORRIS FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE MORRIS FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE MORRIS FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE MORRIS FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 8 people; 1 received compensation from the organization, the highest $63,683 (UBS FINANCIAL SERVICES INC, INVESTMENT MANAGER).
- How much revenue does THE MORRIS FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $357,115, expenses of $574,001 and total assets of $8,818,447 at year end.
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All nonprofits in ESTES PARK · Colorado · Philanthropy, voluntarism and grantmaking foundations