Civic Intelligence

Focused Giving

990PF • Fiscal year 2024 • EIN 99-3634498

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 03, 2025

Organization Profile

Refreshing map…

312 W 2nd St Unit A8643Casper, WY 82601

(770) 328-8357

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$2,395,600

Flat from 2024

Net Assets

Flat

$2,395,600

Flat from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses

Revenue

Flat

$2,395,600

Flat from 2024

Expenses

Flat

$0

Flat from 2024

Net Income

Flat

$2,395,600

Flat from 2024

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2024: $2,395,600Liabilities 2024: $0Net Assets 2024: $2,395,6002024Assets 2024: $2,395,600Liabilities 2024: $0Net Assets 2024: $2,395,6002024

Highlighted filing

2024

Assets$2,395,600
Liabilities$0
Net Assets$2,395,600
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0Revenue 2024: $2,395,600Expenses 2024: $0Net Income 2024: $2,395,6002024Revenue 2024: $2,395,600Expenses 2024: $0Net Income 2024: $2,395,6002024

Highlighted filing

2024

Revenue$2,395,600
Expenses$0
Net Income$2,395,600
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARRY MORGANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Focused Giving Foundation
EIN
99-3634498
In Care Of
% BARRY MORGAN
Phone
7703288357
Address
312 W 2ND ST UNIT A8643, Casper, WY 82601

Signing Officer

Name
Barry Morgan
Title
Trustee
Phone
7703288357
Signed
2025-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Mbtac Financial Services Pllc
Address
844 JAMESON CT W, Carol Stream, IL 60188
Preparer
Tulsi Chaudhari
Phone
6305406822
Raw XML Appendix160 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Form 990PF-General Explanation Attachment 1
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Barry Morgan donated 1,786 Class A equity units privately held stock valued at 2,395,600 in Four Winds Health Holdings LLC. Barry Morgan is considered a disqualified person under IRC 4946 due to his status as a substantial contributor to the foundation.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02395600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02395600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0PRIVETELY HELD STOCKS
IRS990PF/AmendedReturnInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt02395600
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02395600
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02395600
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02395600
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02395600
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02395600
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0117983
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0117983
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0117983
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0117983
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt02395600
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02395600
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02395600
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt02395600
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02395600
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02395600
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02395600
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02395600
IRS990PF/InitialReturnInd0X
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02395600
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02395600
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt035934
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0117983
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02359666
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02395600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BARRY MORGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0312 W 2ND ST UNIT A8643
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Casper
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd082601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BARRY MORGAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0312 W 2ND ST UNIT A8643
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Casper
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd082601
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07703288357
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0117983
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0117983
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0BARRY MORGAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0312 W 2ND ST UNIT A8643
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Casper
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd082601
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02395600
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt02395600
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01786 Class A unit equity interest - Privately held stock in Four Winds HealthHoldingLLC
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-12-28
IRS990ScheduleB/Organization501c3ExemptPFInd0X
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0BARRY MORGAN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0312 W 2ND ST UNIT A8643
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Casper
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0WY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd082601
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARRY MORGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07703288357
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOCUSED GIVING FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FOCU
ReturnHeader/Filer/EIN0993634498
ReturnHeader/Filer/InCareOfNm0% BARRY MORGAN
ReturnHeader/Filer/PhoneNum07703288357
ReturnHeader/Filer/USAddress/AddressLine1Txt0312 W 2ND ST UNIT A8643
ReturnHeader/Filer/USAddress/CityNm0Casper
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WY
ReturnHeader/Filer/USAddress/ZIPCd082601
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0852255337
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MBTAC FINANCIAL SERVICES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0844 JAMESON CT W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carol Stream
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060188
ReturnHeader/PreparerPersonGrp/PhoneNum06305406822
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TULSI CHAUDHARI
ReturnHeader/ReturnTs02025-11-18T01:36:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,395,600
Liabilities
$0
Net assets
$2,395,600
Revenue
$2,395,600
Expenses
$0
Net income
$2,395,600
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$2.40$0.00$2.40
2024Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$2.40$0.00$2.40