2024-11-12T14:53:34-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 15303 N DALLAS PARKWAY SUITE 1400 ADDISON TX 75001 990PF 2023-01-01 756535613 MORTON H MEYERSON FAMILY FOUNDATION MORT 2144432000 8604 TURTLE CREEK BLVD 12408 DALLAS TX 75225 MORTON H MEYERSON TRUSTEE 2144432000 2024-11-07 1 1 MELISSA HEMKER P00291264 9723835700 2024-11-07 X 2023 2024-10-15 13:58:12Z X 3068310 X 120532 27307 27307 123885 123885 123885 9 9 271733 151201 0 0 0 9277 4638 4639 6145 645 0 30 0 30 133002 36487 96515 148454 41770 101184 289881 289881 438335 41770 391065 -166602 109431 203231 94670 94670 444237 492457 492457 896703 837132 2481183 2363 2363 1544171 1424259 3068310 1004 12877 3986 13881 3986 X 0 0 0 0 1530290 1420273 1530290 1420273 1544171 1424259 1530290 -166602 56588 1420276 3 1420273 LEGACY VENTURE VII, LLC P 123885 123885 123885 123885 1521 0 1521 0 1521 3131 0 2160 0 5291 0 3770 3770 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 WWW.MEYERSON.ORG 2M COMPANIES LLC 2144432000 8604 TURTLE CREEK BLVD 12408 DALLAS TX 75225 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MORTON H MEYERSON 8604 TURTLE CREEK BLVD 12408 DALLAS TX 75225 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 DREAM BIG FORT WORTH DETERMINED SCHOLAR IS FOR TARRANT COUNTY STUDENTS WHO HAVE DEMONSTRATED ACADEMIC ACHIEVEMENT DESPITE ADVERSITY. BY PARTNERING WITH EDUCATION INITIATIVES AND PROGRAMS WHICH ASSIST RESILIENT STUDENTS WITH DEMONSTRATED FINANCIAL NEED TO COMPLETE COLLEGE, THE FOUNDATION SEEKS TO BREAK THE POVERTY CYCLE. IN 2023, 49 STUDENTS RECEIVED FINANCIAL SUPPORT. 57179 0 0 613935 2481183 3095118 0 0 3095118 46427 3048691 152435 152435 1521 1521 150914 0 150914 0 150914 391065 0 391065 150914 0 0 2426882 3020993 2729281 1772242 1808990 11758388 391065 0 0 0 150914 240151 0 0 11998539 0 0 0 0 0 0 2426882 9571657 3020993 2729281 1772242 1808990 240151 MORTON H MEYERSON X UNIVERSITY OF MONTANA FOUNDATION 950 ARTHUR AVENUE MISSOULA MT 59812 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 36587 PEF ISRAEL ENDOWMENT FUNDS INC 630 THIRD AVENUE 15TH FLOOR NEW YORK NY 10017 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 20000 THE GOOD PEOPLE FUND INC 384 WYOMING AVENUE MILLBURN NJ 07041 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 19300 FIRST STAR INC 2049 CENTURY PARK EAST SUITE 4320 LOS ANGELES CA 90067 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 18000 THE CLIBURN 201 MAIN STREET FORT WORTH TX 761023105 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 18000 MUSEUM OF THE ROCKIES 600 W KAGY BLVD BOZEMAN MT 59717 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 16800 MONTANA CHAMBER MUSIC SOCIETY PO BOX 1506 BOZEMAN MT 597711506 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 15000 JUDAISM ALIVE 14560 WHITE BIRCH VALLEY LN CHESTERFIELD MO 630172418 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 15000 UNIVERSITY OF MONTANA FOUNDATION 950 ARTHUR AVENUE MISSOULA MT 59812 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 12868 THE GOOD PEOPLE FUND INC 384 WYOMING AVENUE MILLBURN NJ 07041 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 12500 JUDAISM ALIVE 14560 WHITE BIRCH VALLEY LN CHESTERFIELD MO 630172418 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 10000 TEXAS HILLEL FOUNDATION 2105 SAN ANTONIO STREET AUSTIN TX 78705 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 7500 BLACKFEET COMMUNITY COLLEGE 504 SE BOUNDARY STREET BROWNING MT 59417 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 7000 TEXAS CHRISTIAN UNIVERSITY 2800 S UNIVERSITY DR FORT WORTH TX 76129 NONE PUBLIC CHARITY SCHOLARSHPS 6000 HANDS ON TZEDAKAH INC 2901 CLINT MOORE ROAD BOCA RATON FL 334962041 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 5400 NORTHEAST QUEENS COMMUNITY COUNCIL PO BOX 40135 GLEN OAKS NY 110040135 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 5000 JEWISH GRADUATE STUDENT INITIATIVE INC 1445 BEVERLY DRIVE LOS ANGELES CA 900353009 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 5000 THE GOOD PEOPLE FUND INC 384 WYOMING AVENUE MILLBURN NJ 07041 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 5000 THE GOOD PEOPLE FUND INC 384 WYOMING AVENUE MILLBURN NJ 07041 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 5000 BOZEMAN FRIENDS OF MUSIC PO BOX 536 BOZEMAN MT 59771 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 5000 PEF ISRAEL ENDOWMENT FUNDS INC 630 3RD AVE 15TH NEW YORK NY 10017 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 3600 AMERICAN FRIENDS OF LEKET ISRAEL INC PO BOX 2090 TEANECK NJ 07666 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 3600 DAY EAGLE HOPE PROJECT PO BOX 1152 HARLEM MT 59526 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 3600 THE GOOD PEOPLE FUND INC 384 WYOMING AVENUE MILLBURN NJ 07041 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 3600 ARMY SCHOLARSHIP FOUNDATION 11700 PRESTON ROAD SUITE 660-301 DALLAS TX 752306112 NONE PUBLIC CHARITY SCHOLARSHIPS 3000 THE GOOD PEOPLE FUND INC 384 WYOMING AVENUE MILLBURN NJ 07041 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 2500 THE GOOD PEOPLE FUND INC 384 WYOMING AVENUE MILLBURN NJ 07041 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 2500 JEWISH FAMILY SERVICE OF DALLAS INC 5402 ARAPAHO RD DALLAS TX 75248 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 1800 THE GOOD PEOPLE FUND INC 384 WYOMING AVENUE MILLBURN NJ 07041 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 1800 BIENVENIDOS A GALLATIN VALLEY 1504 S 3RD AVE BOZEMAN MT 597155510 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 1800 THE GOOD PEOPLE FUND INC 384 WYOMING AVENUE MILLBURN NJ 07041 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 1800 AUSTIN FILM SOCIETY 1901 EAST 51 STREET AUSTIN TX 78723 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 1800 HEBREW UNION COLLEGE - JEWISH INSTITUTE OF RELIGION BROOKDALE CENTER ONE WEST FOURTH STREET NEW YORK NY 10012 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 1800 FRIENDS OF UNITED HATZALAH 208 EAST 51ST STREET SUITE 303 NEW YORK NY 10022 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 1800 THE GOOD PEOPLE FUND INC 384 WYOMING AVENUE MILLBURN NJ 07041 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 1200 YMCA OF METROPOLITAN DALLAS 6000 PRESTON RD DALLAS TX 75205 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 1200 SHALOM AUSTIN 7300 HART LN AUSTIN TX 78731 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 1100 BUSINESS EXECUTIVES FOR NATIONAL SECURITY BENS NATIONAL OFFICE 1030 15TH STREET NW SUITE 200 EAST WASHINGTON DC 20005 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 900 TEMPLE EMANU-EL 8500 HILLCREST RD DALLAS TX 75225 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 600 SEFARIA INC 228 PARK AVE SOUTH 79262 NEW YORK NY 100031502 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 540 THE GOOD PEOPLE FUND INC 384 WYOMING AVENUE MILLBURN NJ 07041 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 510 MARINE CORPS SCHOLARSHIP FOUNDATION 909 N WASHINGTON STREET SUITE 400 ALEXANDRIA VA 22314 NONE PUBLIC CHARITY SCHOLARSHIPS 500 TEXAS JEWISH HISTORICAL SOCIETY INC P O BOX 10193 AUSTIN TX 787660193 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 360 CONGREGATION BETH SHALOM 1212 THANNISCH DRIVE ARLINGTON TX 76011 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 360 HADAR INSTITUTE 190 AMSTERDAM AVENUE NEW YORK NY 10023 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 360 ARMY SCHOLARSHIP FOUNDATION 11700 PRESTON ROAD SUITE 660-301 DALLAS TX 752306112 NONE PUBLIC CHARITY SCHOLARSHIPS 360 TEMPLE SHALOM 6930 ALPHA ROAD DALLAS TX 75240 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 360 MUSEUM OF SOUTHERN JEWISH EXPERIENCE PO BOX 15071 NEW ORLEANS LA 70175 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 360 AMERICA GIVES INC 1732 FIRST AVENUE 27091 NEW YORK NY 101285177 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 180 HONESTREPORTING 520 8TH AVENUE SUITE 2004 NEW YORK NY 10018 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 180 HENNEPIN HEALTHCARE 701 PARK AVE P-1 MINNEAPOLIS MN 554151623 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 180 SIGMA ALPHA MU FOUNDATION 8701 FOUNDERS RD INDIANAPOLIS IN 462681338 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 180 MIDDLE EAST MEDIA AND RESEARCH INSTITUTE PO BOX 27837 WASHINGTON DC 20038 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 180 JEWISH WAR VETERANS OF THE USA 1811 R STREET NW WASHINGTON DC 20009 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 100 70 FACES MEDIA 377 FIFTH AVE 2ND FLOOR NEW YORK NY 10016 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 90 AEON AMERICA INC 80 FIFTH AVE STE 1805 NEW YORK NY 100118002 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 90 GUARDIAN ORG FOUNDATION 900 17TH ST NW STE 250 WASHINGTON DC 20006 NONE PUBLIC CHARITY GENERAL PURPOSE SUPPORT 36 289881 0 14 27307 01 9 18 123885 0 151201 0 151201 0 0 0 0 0 0 0 0 0 0 X X 1 MORTON MEYERSON 8604 TURTLE CREEK BLVD 12408 DALLAS TX 75225 62090 X 2 ALEX DURAN 4421 FAIRFAX AVE DALLAS TX 752053005 10000 X 3 C & J FAMILY PARTNERSHIP LTD 6524 VALLEYBROOK DRIVE DALLAS TX 75254 5000 X 4 GOLDMAN SONNENFELDT FOUNDATION 1040 AVE OF THE AMERICAS FL 3 NEW YORK CITY NY 10018 18000 X 5 JACK AND DIANE SCHUSTER 347 TAYLOR DRIVE CLAREMONT CA 91711 5000 X 6 JUDITH HAMILTON 2 SIERRA LANE PORTOLA VALLEY CA 94028 5000 X ACCOUNTING FEES 9277 4638 4639 LEGACY VENTURE VII, LLC AT COST 837132 2481183 NONDED EXPENSES 3 BANK SERVICE CHARGE 1013 95 918 COMPUTER AND INTERNET EXP. 749 225 524 PROGRAM EXPENSES - DREAM BIG FW 57179 0 57179 LEGACY VENTURE VII, LLC OTHER DEDUCTIONS 23404 23404 0 STAFFING SERVICES 43127 8625 34502 INSURANCE EXPENSE 497 0 497 PROGRAM EXPENSES - OTHER 2895 0 2895 WIFI METROPOLIS LLC, OTHER DEDUCTIONS 4138 4138 0 LEGACY VENTURE VII, LLC 9 9 9 OTHER INCREASES-SECTION 1202 EXCLUSION 52450 LOSS ON INVESTMENT 4138 CREDIT CARD PAYABLE 12877 3986 LEGACY VENTURE VII, LLC - FOREIGN TAXES PAID 645 645 0 FEDERAL TAXES 5500 0 0