2024-07-11T16:49:16-05:00 2023-12-31 822702329 Tax Innovations & Practical Solutions Pl 20 E Thomas Rd Ste 2200 Phoenix AZ 85012 990PF 2023-01-01 866057798 MARGARET T MORRIS FOUNDATION MARG 4806305489 PO BOX 592 PRESCOTT AZ 86302 THOMAS E POLK TRUSTEE 4806305489 2024-07-11 THOMAS POLK 999009999 0 John Polk P01596588 9289256741 2024-07-08 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 33498074 X X 1131054 1131054 1131054 161855 554996 161855 1292909 1292909 1131054 103206 30000 0 75396 3950 3950 0 0 20037 20037 0 0 127193 53987 0 75396 1423552 1423552 1550745 53987 0 1498948 -257836 1238922 1131054 144 6144 6144 600699 354553 354553 1968306 1567228 33137377 2569149 1927925 33498074 0 0 X 11574568 10771489 0 0 -9005419 -8843564 2569149 1927925 2569149 1927925 2569149 -257836 419691 2731004 803079 1927925 Berkshire Hathaway Cl-A 2023-12-19 554996 3143 551853 551853 iRise Series C Spcl P 2023-12-31 389998 -389998 -389998 161855 0 17221 0 17221 0 17221 18321 0 0 0 18321 59 1041 1041 0 0 0 0 0 0 0 0 0 0 0 0 1 AZ 1 0 0 0 0 0 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 54402 0 0 John T Polk PO Box 592 Prescott AZ 86302 Trustee 10.00 24402 0 0 Stephen W Polk PO Box 592 Prescott AZ 86302 Trustee 10.00 24402 0 0 Eugene P Polk PO Box 592 Prescott AZ 86302 Executive Director 5.00 0 0 0 NONE 0 NONE 0 0 32558138 514331 0 33072469 0 0 33072469 496087 32576382 1628819 1628819 17221 17221 1611598 0 1611598 0 1611598 1498948 0 1498948 1611598 1415450 0 0 1498948 1415450 0 0 83498 0 0 0 0 0 0 0 0 1528100 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 Dr Mesa AZ 852038033 General Purposes 10000 Act One Foundation 910 E Osborn Road Suite C Phoenix AZ 85014 Virtual Field Trip Program 5000 Arizona Autism United 5025 E Washington St 212 Phoenix AZ 85034 Curriculum 5000 Arizona Citizens for the Arts 420 W Roosevelt Suite 208 Phoenix AZ 85003 General Purposes 25000 Arizona Community Foundation of Yavpai County 300 E Willis St Prescott AZ 86301 Highlands Center endowment matching grant 10,000, joy of giving pledge $500 5000 Arizona Cowboy Poets Gathering PO Box 12051 Prescott AZ 863042051 General Purposes 10000 Arizona Crisis Team PO Box 27076 Prescott Valley AZ 86312 Volutneer Program 10000 Arizona Food Bank Network 340 E Coronado Rd Ste 400 Phoenix AZ 85004 General Purposes 3000 Arizona Friends of Foster Children Foundation 360 E Coronado Rd Suite 190 Phoenix AZ 85004 Barabara Polk Scholarship 10000 Arizona Opera 1636 N Central Avenue Phoenix AZ 85004 General Purposes 10000 Arizona State University Foundation - Gammage PO Box 870205 Tempe AZ 852870205 $10,000 Beyond Series Programming, $25,000 GalaPro 40000 Arizona Theater Company PO Box 619 Phoenix AZ 85001 General Purposes 10000 Arizonans for Children Inc 2435 E La Jolla Drive Tempe AZ 85282 General Purposes 10000 Ballet Arizona 2835 E Washington Street Phoenix AZ 850341513 Education & Outreach Program 5000 Boys and Girls Clubs of Central AZ 335 E Aubrey Street Prescott AZ 86303 Multimedia Program 5000 Breckenridge Outdoor Education Center PO Box 697 Breckenridge CO 80424 General Purposes 20000 CALA Alliance 7201 N 13th Way Phoenix AZ 85020 General Purposes 10000 Camp Not-A-Wheeze 2689 E Michelle Way Gilbert AZ 85234 Camp scholarships. 20000 Central Arizona Land Trust PO Box 1050 Prescott AZ 86302 General Purposes 10000 Central Arizona Shelter Services P O Box 18250 Phoenix AZ 85005 General Purposes 2500 Children's Museum of Phoenix 215 N 7th Street Phoenix AZ 850341012 every child 10000 Childrens Clinics for Rehabilitattive Services 2600 N Wyatt Dr Tucson AZ 85712 Adaptive tricycles 5000 Childsplay 900 South Mitchell Drive Tempe AZ 85281 General Purposes 5000 Circle the City 300 W Indian School Phoenix AZ 85013 General Purposes 10000 Coalition for Compassion and Justice PO Box 1882 Prescott AZ 86302 General Purposes 10000 Dance Theatre of Harlem 466 West 152nd Street New York NY 100311814 General Purposes 25000 Detour Company Theater PO Box 697 Scottsdale AZ 85252 General Purposes 20000 Easterseals Blake Foundation 7750 E Broadway Blvd 200 Tucson AZ 85710 Purchase of devices for screening hearing problems. 20000 Education Scholarship Endowment of Yavapai County 2970 Centerpointe East Drive Prescott AZ 86301 Scholarship Endowment 5000 Embry-Riddle Aeronautical University 3700 Willow Creek Rd Prescott AZ 86301 EagleSat 15000 Flagstaff Shelter Services PO Box 1808 Flagstaff AZ 86002 General Purposes 5000 Florence Crittenton 715 West Mariposa Street Phoenix AZ 85013 General Purposes 80000 Foundation for Blind Children 1235 East Harmont Drive Phoenix AZ 85020 General Purposes 5000 Friends of Big Band Jazz PO Box 10701 Prescott AZ 86304 General Purposes 5000 Grand Canyon Conservancy PO Box 399 Grand Canyon AZ 86023 Polk Fellowship Endowment 5000 Happy Futures Inc 1 N Willard Street Cottonwood AZ 86326 school based learning opportunities 2500 Highlands Center for Natural History 1375 S Walker Road Prescott AZ 86303 General Purposes 2500 Horses with HEART Inc PO Box 2427 Chino Valley AZ 86323 Enhanced mounting ramp 20000 Launch Pad Teen Center 302 Grove Avenue Prescott AZ 86301 Cafe Apprenticeship Program 1000 Law Enforcement Heroes 199 S 6th Street Cottonwood AZ 86326 shop with a cop 25000 MATFORCE (was Community Counts) 8056 E Valley Rd Ste B Prescott Valley AZ 86314 Yavapai reentry Project 10000 Northern Jaguar Project 2114 W Grant Road Suite 121 Tucson AZ 85745 General Purposes 5000 Northland Cares 3112 N Clearwater Drive Suite A Prescott AZ 86305 General Purposes 2500 Northland Hospice 452 N Switzer Canyon Drive Suite A Flagstaff AZ 86001 General Purposes 100000 People Who Care PO Box 12977 Prescott AZ 86304 General Purposes 55296 Phippen Museum 4701 Highway 89 North Prescott AZ 86301 General Purposes 10000 Phoenix Dream Center PO Box 55226 Phoenix AZ 85032 General Purposes 10000 Phoenix Film Foundation 7000 E Mayo Blvd Ste 1059 Phoenix AZ 85054 Phoenix Film Festival 5000 Phoenix Theatre 1825 N Central Ave Phoenix AZ 85004 General Purposes 1000 Polara Health 3343 N Windsong Drive Prescott Valley AZ 86314 $2,000 Resource library for children with autism, $50,000 Substance Use Treatment Program 15000 Prescott Area Habitat for Humanity 1230 Willow Creek Road Prescott AZ 86301 General Purposes 2500 Prescott Area Shelter Services 336 N Rush Street Prescott AZ 86301 General Purposes 7500 Prescott Community Cupboard 434 W Gurley Street Prescott AZ 86301 General Purposes 5000 Prescott Farmer's Market 900 Iron Springs RD Prescott AZ 86305 NoCo Kitchen 2500 Prescott Meals on Wheels 1280 E Rosser Street Prescott AZ 86301 General Purposes 15000 Prescott Unified School District Education Foundation 300 E Gurley St Prescott AZ 86301 STEM Project Support for Teachers 25000 Prescott YMCA of Yavapai County 750 Whipple Street Prescott AZ 86301 $5,000 YMCA Youth & Government Program, $100,000 New Prescott Valley facility 10000 Prevent Child Abuse Arizona PO Box 26495 Prescott Valley AZ 86312 Yavapai Family Advocary Center - General Purposes 1000 Project Sleep Tight USA 2701 S Valle Verde Mesa AZ 85209 Tote Bags 15000 PV Schools Education Foundation 3241 E Shea Blvd Ste 1 420 Phoenix AZ 85028 Sunkids Program Support 5000 Release the Fear 332 West Lynwood Street Phoenix AZ 85003 General Purposes 100000 ReSurge International 145 N Wolfe Road Sunnyvale CA 94086 General Purposes 60000 Rosie's House PO Box 13446 Phoenix AZ 85002 General Purposes 10000 Salk Institute 10010 N Torrey Pines Road La Jolla CA 920371002 HIV/AIDS Research 10000 Salvation Army Prescott Corps 237 S Montezuma St Prescott AZ 86303 General Purposes 2500 ScottsdaleParadise Valley Family YMCA & Maryvale Family YMCA 6869 East Shea Boulevard Scottsdale AZ 85254 Fencing for outdoor playground and maintenance to preschool facilities 10000 Sedona Community Food Bank PO Box 3962 Sedona AZ 86340 General Purposes 55000 Society of St Vincent de Paul PO Box 13600 Phoenix AZ 850023600 General Purposes 5500 St Joseph the Worker PO Box 13503 Phoenix AZ 850023503 General Purposes 15000 St Mary's Food Bank Alliance 2831 N 31st Avenue Phoenix AZ 850091518 General Purposes 2500 Team Impact 3711 E Louise Dr Phoenix AZ 85050 General Purposes 10000 TGen Foundation 445 North Fifth Street Suite 120 Phoenix AZ 85004 Runway for the Cure 2500 The Center for the Rights of Abused Children 3900 East Camelback Rd Suite 300 Phoenix AZ 85018 Children's Law Clinic 10000 Verde Valley Sanctuary PO Box 595 Sedona AZ 86339 General Support 35000 Yavapai Big BrothersBig Sisters Inc 3208 Lakeside Village Drive Prescott AZ 86301 $5,000 Workforce Development program, $10,000 Gala Dream Maker 5000 Yavapai CASA For Kids Foundation PO Box 12457 Prescott AZ 86304 General Purposes 15000 Yavapai College Foundation 1100 E Sheldon Street Prescott AZ 86301 Framing the Future $2,500, basketball restart $25,000, Nurses Phase 3- $17,860 2023, Waz Scholarship $5,000, Del Webb Center restore pre-COVID hours hours startup $82,674 1000 Yavapai County Education Foundation 2970 Centerpointe East Drive Prescott AZ 86301 General Purposes 25000 Yavapai County Sheriff's Response Team PO Box 11104 Prescott AZ 86304 General Purposes 10000 Yavapai Food Bank PO Box 4151 Prescott AZ 86302 General Purposes 50000 Yavapai Silent Witness PO Box 2524 Prescott AZ 86302 General Purposes 10000 Yavapai Symphony Association 228 N Alarcon Prescott AZ 86301 General Purposes 5000 The University of Arizona Foundation PO Box 210109 Tucson AZ 85721 James 4H Camp and Outdoor Learning Center 50000 US Vets -Prescott PO Box 2427 Prescott AZ 86302 General Purposes 2500 Verde Valley Community Development Organization PO Box 57 Cottonwood AZ 86326 Matching Grant- Verde Valley Housing Alliance $25,000 25000 Verde Valley Sanctuary PO Box 595 Sedona AZ 86339 General Purposes 1000 Yavapai Big BrothersBig Sisters Inc 3208 Lakeside Village Drive Prescott AZ 86301 $15,000 GP, $1,200 Annual Gala, $10,000 gala 26200 Yavapai CASA For Kids Foundation PO Box 28070 Prescott Valley AZ 86312 General Purposes 10000 Yavapai College Foundation 1100 E Sheldon Street DSC 19-103 Prescott AZ 86301 General Purposes 42056 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- Dog Search Unit PO Box 592 Prescott AZ 86302 General Purposes 3500 Yavapai County Sheriff's Response Team PO Box 11104 Prescott AZ 86304 General Purposes 1000 Yavapai Silent Witness PO Box 2524 Prescott AZ 86302 General Purposes 1000 Yavapai Symphony Association PO Box 2333 Prescott AZ 86302 General Purposes 2500 1423552 0 14 14 1131054 18 161855 0 1292909 0 1292909 0 0 0 0 0 0 0 0 0 0 MERCK & CO INC COMMON 96205 96205 5908884 BERKSHIRE HATHAWAY INC CL-A 25146 22003 3798375 CHEVRON CORP COMMON 104142 96205 1960708 CIGNA CORP COMMON 1086 1086 145533 EOG RESOURCES INC COMMON 518495 518495 14151150 INTL BUSINESS MACHINES CORP 187730 187730 2320447 JP MORGAN CHASE & CO COMMON 631402 631402 4715172 IRISE SERIES C 389998 0 0 KYNDRYL HOLDINGS 9350 9350 58952 ORGANON & CO COMMON 4752 4752 78156 Worthless Security 803079 FMV Change 419691 TAX PREPARATION 3950 3950 0 0 2021 FEDERAL INCOME TAX 20037 20037 0 0