Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
MORGAN FAMILY LEGACY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)11709 ROE AVE SUITE D138
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LEAWOOD, KS66211
A Employer identification number

47-5638410
B Telephone number (see instructions)

(913) 851-8385
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$6,359,589J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,942 1,942  
4 Dividends and interest from securities... 236,080 235,807  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 15,370
b Gross sales price for all assets on line 6a 774,465
7 Capital gain net income (from Part IV, line 2)... 15,370
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 253,392 253,119  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,000 12,000   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 300 300   0
b Accounting fees (attach schedule)....... Click to see attachment 4,890 4,890   0
c Other professional fees (attach schedule).... Click to see attachment 33,018 33,018   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,090 1,921   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 312 312   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 52,610 52,441   0
25 Contributions, gifts, grants paid....... 292,500 292,500
26 Total expenses and disbursements. Add lines 24 and 25 345,110 52,441   292,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -91,718
b Net investment income (if negative, enter -0-) 200,678
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 142,135 198,632 198,632
2 Savings and temporary cash investments......... 43,967 332,859 332,859
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 52,756 0 0
b Investments—corporate stock (attach schedule)....... 1,377,747 Click to see attachment1,344,205 2,355,779
c Investments—corporate bonds (attach schedule)....... 74,578 0 0
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,131,157 Click to see attachment2,795,739 3,413,004
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment128 Click to see attachment59,315 Click to see attachment59,315
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,822,468 4,730,750 6,359,589
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,822,468 4,730,750
29 Total net assets or fund balances (see instructions)..... 4,822,468 4,730,750
30 Total liabilities and net assets/fund balances (see instructions). 4,822,468 4,730,750
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,822,468
2
Enter amount from Part I, line 27a .....................
2
-91,718
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,730,750
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,730,750
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 774 SHS ISHARES INC CORE MSCI EMKT ETF P 2016-06-13 2020-08-13
b 2595 SHS VANGUARD FTSE DEV MKT ETF P 2018-02-09 2020-08-13
c 1014 SHS VANGUARD INT-TERM CORP ETF P 2016-06-13 2020-03-06
d 2 SHS ADOBE INC P 2019-06-21 2020-04-29
e 1 SH ALPHABET INC CL A P 2019-06-21 2020-04-29
1 SH AMERICAN TOWER CORP REIT P 2020-01-24 2020-04-29
BANK OF AMERICA CORP FR 3.248% P 2019-05-09 2020-04-29
3 SHS BOEING CO P 2020-01-24 2020-03-20
79 SHS CISCO SYSTEMS INC P 2020-03-10 2020-04-29
61.9 SHS DFA US SMALL CAP P 2019-08-21 2020-04-29
19 SHS DISNEY WALT CO P 2020-03-03 2020-04-29
DISNEY WALT CO SR GLBL NT DTD 9/6/2019 P 2020-03-06 2020-04-29
1359.003 SHS EATON VANCE FLOATING RATE P 2019-08-21 2020-04-29
21 SHS EXXON MOBIL CORP P 2020-02-28 2020-04-29
199.243 SHS BWG CLEARBRIDGE INTERNATIONAL GROWTH FUND P 2019-08-21 2020-04-29
558.085 SHS MFS MID CAP VALUE P 2019-12-12 2020-04-29
626.305 SHS MFS INTERNATIONAL VALUE P 2019-08-21 2020-04-29
4 SHS MCDONALDS CORP P 2019-11-04 2020-04-29
5 SHS MICROSOFT CORP P 2019-06-21 2020-04-29
MICROSOFT CORP SR GLOBAL NT DTD 8/2/2016 P 2020-03-10 2020-04-29
3 SHS NETFLIX INC P 2019-07-17 2020-04-29
PAYPAL HOLDINGS INC SR GLBL NT DTD 9/26/2019 P 2019-12-03 2020-04-29
105.441 SHS T ROWE PRICE MID-CAP GROWTH FUND P 2019-08-21 2020-04-29
150 SHS SCHWAB US LARGE CAP GROWTH ETF P 2020-03-11 2020-04-29
US TREASURY NOTE 2.625% P 2019-12-27 2020-04-29
US TREASURY NTS DTD 11/15/2014 2.25% P 2020-04-15 2020-04-29
US TREASURY NTS DTD 2/15/2015 2% P 2020-01-22 2020-04-29
US TREASURY NTS DTD 10/31/2015 1.875% P 2019-08-08 2020-04-29
US TREASURY NTS DTD 6/21/2018 2.5% P 2019-08-08 2020-04-15
US TREASURY NTS DTD 7/31/2019 1.625% P 2019-08-13 2020-03-06
US TREASURY NTS DTD 3/19/20 P 2020-04-15 2020-04-29
VNWARE INC SR GLBL NT DTD 8/16/2017 2.95% P 2019-08-14 2020-04-29
353.208 SHS INVESCO DEVELOPING MARKETS P 2019-05-29 2020-04-29
AON PLC SENIOR GLOBAL NOTE DTD 2/23/2016 3.875% P 2018-01-03 2020-04-29
48 SHS AT & T INC P 2018-05-10 2020-04-29
AT & T SR GLOBAL NT DTD 1/29/2016 P 2018-01-03 2020-04-29
8 SHS ADOBE INC P 2019-03-25 2020-04-29
11 SHS AFFILIATED MANAGERS GROUP INC P 2018-01-03 2020-01-24
6 SHS ALPHABET INC CL C P 2018-01-03 2020-04-29
ALPHABET INC SENIOR NOTE DTD 8/02/2016 1.998% P 2018-01-03 2020-04-29
4 SHS AMAZON.COM INC P 2018-01-03 2020-04-29
AMERICAN EXPRESS CO SR GLBL NT DTD 10/23/2017 3% P 2019-01-16 2020-04-29
AMERICAN INTERNATIONAL GROUP INC SR GLBL NT DTD 3/22/2016 P 2018-01-03 2020-04-29
10 SHS AMERICAN TOWER CORP REIT P 2018-01-03 2020-04-29
13 SHS AMERIPRISE FINANCIAL INC P 2018-01-03 2020-04-29
AMGEN INC SR GLBL NT DTD 5/22/2014 3.625% P 2018-01-03 2020-04-29
43 SHS APPLE INC P 2018-01-03 2020-04-29
APPLE INC GLOBAL NOTE DTD 5/3/2013 2.4% P 2018-01-03 2020-04-29
11 SHS BERKSHIRE HATHAWAY INC CLASS B P 2018-01-03 2020-04-29
BLACKROCK INC SR NT DTD 3/08/2014 3.5% P 2018-01-03 2020-04-29
2 SHS BOOKING HLDGS INC P 2018-01-03 2020-04-29
11 SHS BROADCOM INC P 2018-01-03 2020-04-29
CAPITAL ONE FINANCIAL CORP SR BD DTD 7/14/2011 4.75% P 2018-01-03 2020-04-29
9 SHS CARRIER GLOBAL CORPORATION P 2018-05-10 2020-04-29
18 SHS CATERPILLAR INC P 2018-01-03 2020-04-29
CHEVRON CORPORATION SENIOR GLOBAL NOTE DTD 5/9/2016 2.1% P 2018-01-03 2020-01-22
CITIGROUP INC SR GLBL NT DTD 10/26/2015 P 2018-01-04 2020-04-29
33 SHS CONOCOPHILLIPS P 2018-01-03 2020-04-29
12 SHS COSTCO WHOLESALE CORP P 2018-01-03 2020-04-29
385.403 SHS DFA EMERGING MARKETS CORE EQUITY P 2017-12-01 2020-04-29
473.834 SHS DFA INTERNATIONAL SMALL CAP VALUE P 2018-01-03 2020-04-29
416.156 SHS DFA US SMALL CAP P 2018-01-03 2020-04-29
32 SHS DANAHER CORP P 2018-01-03 2020-04-29
16 SHS DIGITAL REALTY TRUST INC P 2018-01-03 2020-04-29
7 SHS DISNEY WALT CO P 2019-04-10 2020-04-29
28 SHS DOMINION ENERGY INC P 2018-01-03 2020-04-29
22 SHS ECOLAB INC P 2018-01-03 2020-04-29
39 SHS EXXON MOBIL CORP P 2018-01-03 2020-04-29
14 SHS FACEBOOK INC CL A P 2018-01-03 2020-04-29
169 SHS FORD MOTOR CO P 2018-01-03 2020-04-29
16 SHS FORTIVE CORP P 2018-01-03 2020-01-24
25 SHS FORTIVE CORP P 2018-01-03 2020-04-29
GOLDMAN SACHS GROUP INC MEDIUM TERM NOTE DTD 12/15/2010 6% P 2018-01-03 2020-04-29
52 SHS HALLIBURTON CO P 2018-01-03 2020-03-19
13 SHS HESS CORP P 2018-01-03 2020-01-24
15 SHS HESS CORP P 2018-01-03 2020-04-29
16 SHS HOME DEPOT INC P 2018-01-03 2020-04-29
INTEL CORP SR NOTE DTD 12/11/2012 2.7% P 2018-01-03 2020-04-29
41 SHS JPMORGAN P 2018-01-03 2020-04-29
JPMORGAN SENIOR NOTE DTD 9/24/2012 3.25% P 2018-01-03 2020-04-29
155 SHS KEY CORP P 2018-01-04 2020-04-29
4110.014 SHS LORD ABBETT SHORT DURATION INCOME P 2017-12-01 2020-04-29
LOWES COS INC SENIOR GLOBAL NOTE 3.1% P 2018-01-03 2020-04-29
112.969 SHS MFS INTERNATIONAL VALUE P 2018-06-13 2020-04-29
7 SHS MCDONALDS CORP P 2018-03-22 2020-04-29
66 SHS MERCK & CO INC P 2018-01-04 2020-04-29
60 SHS MICROSOFT CORP P 2018-01-04 2020-04-29
MORGAN STANLEY SENIOR NOTE DTD 7/28/2011 5.5% P 2018-01-03 2020-04-29
2 SHS NETFLIX INC P 2018-07-17 2020-04-29
8 SHS NORTHROP GRUMMAN CORP P 2018-01-03 2020-04-29
ORACLE CORP SENIOR GLOBAL NOTE DTD 6/29/2016 2.65% P 2018-01-03 2020-04-29
.5 SH OTIS WORLDWIDE CORPORATION P 2018-05-10 2020-04-13
4 SHS OTIS WORLDWIDE CORPORATION P 2018-05-10 2020-04-29
23 SHS PNC FINANCIAL SERVICES GROUP INC P 2018-01-03 2020-04-29
31 SHS PEPSICO P 2018-01-03 2020-04-29
5 SHS PROCTER & GAMBLE CO P 2018-05-10 2020-01-24
16 SHS PROCTER & GAMBLE CO P 2018-05-10 2020-04-29
.02 SH RAYTHEON TECHNOLOGIES CORP P 2018-01-03 2020-04-14
36 SHS RAYTHEON TECHNOLOGIES CORP P 2018-01-03 2020-04-29
1 SH RAYTHEON TECHNOLOGIES CORP P 2018-05-10 2020-05-04
RIO TINTO FINANCE USA LTD SR GLBL NT DTD 6/16/2015 3.75% P 2018-01-03 2020-04-29
112.015 SHS T ROWE PRICE MID-CAP GROWTH FUND P 2018-01-03 2020-04-29
300 SHS SPDR WELLS FARGO PREFERRED STOCK P 2019-02-06 2020-04-29
18 SHS SALEFORCE.COM INC P 2018-01-03 2020-04-29
SALESFORCE.COM INC SR NT DTD 4/5/2018 3.7% P 2018-06-28 2020-04-29
150 SHS SCHWAB US LARGE CAP GROWTH ETF P 2018-11-28 2020-04-29
500 SHS SCHWAB US LARGE CAP VALUE ETF P 2017-12-01 2020-04-29
29 SHS STARBUCKS CORP P 2018-01-03 2020-04-29
15 SHS THERMO FISHER SCIENTIFIC INC P 2018-01-03 2020-04-29
20 SHS UNION PACIFIC CORP P 2018-01-03 2020-04-29
US TREASURY NOTE DTD 01/31/2018 2.75% P 2019-02-22 2020-04-29
US TREASURY NOTE DTD 10/31/2018 3.125% P 2019-01-16 2020-04-29
US TREASURY NOTE 2.625% P 2019-02-22 2020-04-29
US TREASURY NTS DTD 11/15/2014 2.25% P 2019-02-22 2020-04-29
US TREASURY NTS DTD 10/31/2015 1.875% P 2018-01-03 2020-04-29
US TREASURY NOTE DTD 8/15/2011 2.125% P 2018-01-03 2020-04-29
US TREASURY NOTE 2.125% P 2018-01-03 2020-03-10
US TREASURY NOTE 2.125% P 2018-01-03 2020-04-29
US TREASURY NOTES DTD 06/21/2018 2.5% P 2019-01-16 2020-04-15
13 SHS UNITEDHEALTH GROUP INC P 2018-01-03 2020-04-29
65 SHS VERIZON COMMUNICATIONS INC P 2018-01-03 2020-04-29
25 SHS VISA INC CL A P 2018-01-03 2020-04-29
20 SHS WALMART INC P 2018-01-03 2020-04-29
WELLS FARGO CO DTD 9/28/2015 3.55% P 2018-01-03 2020-04-29
13 SHS ALLERGAN PLC P 2018-01-03 2020-04-29
19 SHS EATON CORP PLC P 2018-01-03 2020-04-29
33 SHS MEDTRONIC PLC P 2018-01-04 2020-04-29
21 SHS CHUBB LIMITED P 2018-01-03 2020-04-29
31 SHS TE CONNECTIVITY LTD P 2018-01-03 2020-04-29
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 40,952   44,332 -3,380
b 108,819   112,422 -3,603
c 96,054   89,762 6,292
d 696   603 93
e 1,342   1,126 216
237   239 -2
4,265   3,923 342
297   959 -662
3,423   3,498 -75
1,719   2,000 -281
2,109   2,315 -206
3,004   3,096 -92
10,804   12,000 -1,196
988   1,022 -34
9,775   10,000 -225
11,402   13,930 -2,528
26,768   27,000 -232
753   752 1
880   688 192
3,227   3,199 28
1,222   972 250
3,201   3,019 182
9,102   10,000 -898
13,710   12,871 839
1,124   1,047 77
3,256   3,259 -3
3,232   3,057 175
3,122   3,021 101
2,010   2,003 7
3,249   2,986 263
2,015   2,015 0
4,051   4,048 3
13,591   15,000 -1,409
2,170   2,065 105
1,515   1,531 -16
4,202   4,051 151
2,782   2,087 695
923   2,224 -1,301
8,077   6,494 1,583
3,184   2,873 311
9,447   4,815 4,632
3,151   2,902 249
3,256   3,080 176
2,373   1,418 955
1,532   2,200 -668
4,368   4,104 264
12,340   7,400 4,940
4,189   3,953 236
2,107   2,201 -94
3,283   3,076 207
3,026   3,475 -449
3,016   2,972 44
3,097   3,043 54
160   191 -31
2,136   2,833 -697
3,015   2,983 32
3,015   3,001 14
1,376   1,862 -486
3,684   2,289 1,395
6,698   8,637 -1,939
6,856   10,959 -4,103
11,557   15,000 -3,443
5,286   3,002 2,284
2,439   1,821 618
777   817 -40
2,232   2,167 65
4,341   2,981 1,360
1,835   3,386 -1,551
2,738   2,586 152
911   1,806 -895
1,236   1,159 77
1,646   1,811 -165
3,016   3,013 3
265   2,635 -2,370
842   644 198
699   743 -44
3,548   3,030 518
3,149   3,016 133
4,033   4,437 -404
3,139   3,035 104
1,903   3,174 -1,271
16,604   17,509 -905
3,187   3,014 173
4,828   5,000 -172
1,319   1,100 219
5,326   3,731 1,595
10,555   5,360 5,195
3,150   3,099 51
815   731 84
2,724   2,455 269
3,195   2,937 258
23   32 -9
201   255 -54
2,554   3,333 -779
4,164   3,624 540
631   366 265
1,879   1,171 708
1   2 -1
2,461   2,827 -366
56   71 -15
3,260   3,098 162
9,669   10,000 -331
12,551   12,532 19
2,898   1,899 999
3,427   2,982 445
13,710   11,051 2,659
25,160   27,072 -1,912
2,229   1,707 522
4,949   2,948 2,001
3,280   2,731 549
7,005   5,970 1,035
2,423   2,059 364
3,371   3,012 359
3,256   2,963 293
4,163   3,962 201
12,300   11,989 311
2,114   1,981 133
9,585   8,780 805
3,015   2,997 18
3,760   2,908 852
3,796   3,415 381
4,516   2,894 1,622
2,494   1,720 774
4,315   4,077 238
2,451   2,215 236
1,632   1,553 79
3,312   2,798 514
2,353   3,012 -659
2,406   3,007 -601
423     423
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -3,380
b       -3,603
c       6,292
d       93
e       216
      -2
      342
      -662
      -75
      -281
      -206
      -92
      -1,196
      -34
      -225
      -2,528
      -232
      1
      192
      28
      250
      182
      -898
      839
      77
      -3
      175
      101
      7
      263
      0
      3
      -1,409
      105
      -16
      151
      695
      -1,301
      1,583
      311
      4,632
      249
      176
      955
      -668
      264
      4,940
      236
      -94
      207
      -449
      44
      54
      -31
      -697
      32
      14
      -486
      1,395
      -1,939
      -4,103
      -3,443
      2,284
      618
      -40
      65
      1,360
      -1,551
      152
      -895
      77
      -165
      3
      -2,370
      198
      -44
      518
      133
      -404
      104
      -1,271
      -905
      173
      -172
      219
      1,595
      5,195
      51
      84
      269
      258
      -9
      -54
      -779
      540
      265
      708
      -1
      -366
      -15
      162
      -331
      19
      999
      445
      2,659
      -1,912
      522
      2,001
      549
      1,035
      364
      359
      293
      201
      311
      133
      805
      18
      852
      381
      1,622
      774
      238
      236
      79
      514
      -659
      -601
      423
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 15,370
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 2,789
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,789
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,789
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,720
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,720
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,069
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletKS
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletAMANDA K MORGAN Telephone no.bullet (913) 851-8385

    Located atbullet11709 ROE AVE STE D138LEAWOODKS ZIP+4bullet66211
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MICHAEL B MORGAN DIRECTOR, CHAIRMAN & PRESI
    1.00     		0 0 0
    11709 ROE AVE STE D138
    LEAWOOD,KS66211
    AMANDA K MORGAN DIRECTOR, COO & SECRETARY
    10.00     		12,000 0 0
    11709 ROE AVE STE D138
    LEAWOOD,KS66211
    BRIAN J MORGAN DIRECTOR, CIO & TREASURER
    1.00     		0 0 0
    11709 ROE AVE STE D138
    LEAWOOD,KS66211
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 N/A - REFER TO PART XV - ALL OF THE FOUNDATION'S CHARITABLE ACTIVITIES ARE CASH CONTRIBUTIONS PAID DIRECTLY TO TAX EXEMPT CHARITABLE ORGANIZATIONS. 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    5,539,680
    b
    Average of monthly cash balances.......................
    1b
    553,321
    c
    Fair market value of all other assets (see instructions)................
    1c
    9,799
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,102,800
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    6,102,800
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    91,542
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,011,258
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    300,563
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    300,563
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,789
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,789
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    297,774
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    297,774
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    297,774
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    292,500
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    292,500
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    292,500
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 297,774
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 286,477
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 292,500
    a Applied to 2019, but not more than line 2a 286,477
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 6,023
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		291,751
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    AMANDA K MORGAN
    11709 ROE AVENUE SUITE D138
    LEAWOOD,KS66211
    (913) 851-8385
    bThe form in which applications should be submitted and information and materials they should include:
    BRIEF LETTER STATING GENERAL NATURE, GOALS, & PURPOSE OF REQUESTING ORGANIZATION
    cAny submission deadlines:
    SUBMISSION SHOULD BE MADE BY DECEMBER 31ST FOR REQUEST FOR FUNDS FOR NEXT CALENDAR YEAR
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ORGANIZATION MUST BE TAX EXEMPT UNDER IRC 501(C)(3)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    BARSTOW SCHOOL
    11511 STATE LINE ROAD
    KANSAS CITY,MO64114     		N/A TAX-EXEMPT CHARITY AN INDEPENDENT K-12 SCHOOL THAT EMPHASIZES SYMMETRICAL DEVELOPMENT OF MIND, BODY AND CHARACTER 30,000
    THE TEMPLE CONGREGATION B'NAI JEHUDAH
    12320 NALL
    OVERLAND PARK,KS66209     		N/A TAX-EXEMPT CHARITY SUPPORT RELIGIOUS MISSION OF SYNAGOGUE 67,500
    CANCER LEAGUE OF COLORADO
    P O BOX 5373
    DENVER,CO80155     		N/A TAX-EXEMPT CHARITY TO SECURE THE CURE OR CONTROL OF CANCER BY RAISING FUNDS TO SUPPORT INNOVATIVE CANCER RESEARCH AND CANCER-RELATED SERVICES IN THE STATE OF COLORADO 10,000
    CHILDREN'S MERCY HOSPITAL
    2401 GILLHAM ROAD
    KANSAS CITY,MO64108     		N/A TAX-EXEMPT CHARITY PROVIDES PEDIATRIC MEDICAL CENTER THAT INTEGRATES CLINICAL CARE, RESEARCH AND MEDICAL EDUCATION 10,000
    COLORADO PHOTOGRAPHIC ARTS CENTER
    1070 BANNOCK STREET
    DENVER,CO80204     		N/A TAX-EXEMPT CHARITY DEDICATED TO THE ART OF PHOTOGRAPHY, OFFERING CONTEMPORARY PHOTOGRAPHY EXHIBITIONS, CLASSES, WORKSHOPS, PORTFOLIO REVIEWS, A DARKROOM, AND COMMUNITY 4,000
    DENVER ART MUSEUM
    100 WEST 14TH AVE PARKWAY
    DENVER,CO80204     		N/A TAX-EXEMPT CHARITY PROVIDE ART FROM AROUND THE WORLD TO THE COMMUNITY 5,000
    GRALAND COUNTRY DAY SCHOOL
    55 CLEMONT STREET
    DENVER,CO80220     		N/A TAX-EXEMPT CHARITY EMPHASIZES THE DEVELOPMENT OF GLOBALLY AND SOCIALLY CONSCIOUS LEADERS WHO EXCEL ACADEMICALLY 5,000
    JEWISH FAMILY SERVICES
    5801 WEST 115TH ST SUITE 103
    OVERLAND PARK,KS66211     		N/A TAX-EXEMPT CHARITY PROVIDE MENTAL HEALTH SERVICES, LIFE CRISIS ASSISTANCE 25,000
    JEWISH FEDERATION OF GREATER KANSAS CITY
    5801 WEST 115TH STREET
    OVERLAND PARK,KS66211     		N/A TAX-EXEMPT CHARITY PROVIDE ASSISTANCE, SAFETY-NET, EDUCATION FOR YOUTH AND FAMILIES 27,500
    JUDAISM YOUR WAY
    600 GRANT STREET SUITE 308
    DENVER,CO80203     		N/A TAX-EXEMPT CHARITY OFFERS RABBINICAL SERVICES FOR JEWISH AND INTERFAITH FAMILIES AND WELCOMING HOLIDAY SERVICES 12,500
    KENT DENVER FUND
    4000 EAST QUINCY AVENUE
    ENGLEWOOD,CO80113     		N/A TAX-EXEMPT CHARITY TO SUPPORT THE STUDENTS, TEACHERS, COACHES, ADVISORS AND PROGRAMS OF THE COLLEGE-PREPARATORY SCHOOL 40,000
    UNIVERSITY OF KANSAS HILLEL
    722 NEW HAMPSHIRE STREET
    LAWRENCE,KS66044     		N/A TAX-EXEMPT CHARITY TO CONNECT JEWISH STUDENTS TO EACH OTHER, TO INSPIRE AND EQUIP THE NEXT GENERATION OF JEWISH LEADERS AND TO BUILD A THRIVING JEWISH COMMUNITY ON CAMPUS 5,000
    PLASTIC OCEAN PROJECT
    1739 BURNETT BLVD
    WILMINGTON,NC28409     		N/A TAX-EXEMPT CHARITY TAKE ON THE CHALLENGE OF REMOVING PLASTICS FROM OUR OCEANS WHILE CREATING SUSTAINABLE BUSINESSES IN THE PROCESS 6,500
    UNIVERSITY OF COLORADO - CU ARTS & ENTREPRENUERSHIP
    1085 18TH STREET
    BOULDER,CO80309     		N/A TAX-EXEMPT CHARITY TO CONNECT, ELEVATE AND GROW INNOVATION AND ENTREPRENEURIAL RESOURCES TO INSPIRE AND TURN IDEAS TO IMPACT INNOVATION AND ENTREPRENEURSHIP 12,000
    UNIVERSITY OF COLORADO - ARTS DEPARTMENT
    1085 18TH STREET
    BOULDER,CO80309     		N/A TAX-EXEMPT CHARITY COMMITTED TO THE PRACTICE, PRODUCTION, CRITICAL AND HISTORICAL STUDY OF ART WITHIN A LIBERAL ARTS EDUCATION 5,000
    MUSSAR INSTITUTE
    1025 GATEWAY BOULEVARD 303-318
    BOYNTON BEACH,FL33426     		N/A TAX-EXEMPT CHARITY TRADITIONAL JEWISH PATH OF SPIRITUAL DEVELOPMENT WHICH LEADS TO AWARENESS, WISDOM AND TRANSFORMATION. HELP INDIVIDUALS OVERCOME THE INNER OBSTACLES THAT HINDER THEM FROM UNDERSTANDING THEIR TRUE NATURE AS HOLY SOULS 5,000
    THE BATTLE WITHIN
    P O BOX 2878
    OLATHE,KS66063     		N/A TAX-EXEMPT CHARITY HELP WARRIORS HEAL FROM THE WOUNDS INFLICTED ON MIND, BODY AND SOUL 7,500
    TORAH LEARNING CENTER
    8800 WEST 103RD STREET
    OVERLAND PARK,KS66212     		N/A TAX-EXEMPT CHARITY OFFERS INNOVATIVE AND UNIQUE JEWISH PROGRAMMING AND EDUCATION --- KOSHER MEALS ON WHEELS 10,000
    BREAKTHROUGH AT KENT DENVER
    400 EAST QUINCY AVENUE
    ENGLEWOOD,CO80113     		N/A TAX EXEMPT TO INCREASE THE EDUCATIONAL AND SOCIAL OPPORTUNITIES OF MOTIVATED, FINANCIALLY UNDER-RESOURCED, MIDDLE AND HIGH SCHOOL STUDENTS THROUGH A QUALITY YEAR-ROUND PROGRAM AND TO MOTIVATE AND TRAIN TALENTED COLLEGE STUDENTS FOR CAREERS IN EDUCATION 5,000
    Total .................................bullet 3a 292,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 1,942  
    4 Dividends and interest from securities....     14 236,080  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 15,370  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 253,392 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    253,392
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    MORGAN FAMILY LEGACY FOUNDATION
    EIN:
    47-5638410
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    O'HALLORAN SHERMAN ASSOCIATES, LLC - ACCOUNTING FOR ACTIVITY AND 0 0   0
    PREPARATION OF FORM 990-PF. ASSIST WITH COMPLIANCE OF PRIVATE FOUNDATION 0 0   0
    RULES AND REGULATIONS. 4,890 4,890   0

    TY 2020 GeneralExplanationAttachment
    Name:
    MORGAN FAMILY LEGACY FOUNDATION
    EIN:
    47-5638410
    Identifier Return Reference Explanation
    PAYMENT OF COMPENSATION TO A DISQUALIFIED PERSON--QUALIFIES FOR EXCEPTION PART VII-B ---- SELF DEALING (SECTION 4941) LINE 1A(4) AMANDA MORGAN IS THE SECRETARY AND ONE OF THE DIRECTORS OF THE MORGAN FAMILY LEGACY FOUNDATION. SHE IS NOT ONE OF THE GRANTORS OF THE FOUNDATION. AMANDA ATTENDS NUMEROUS MEETINGS, PERFORMS ADMINISTRATIVEDUTIES AND PROVIDES INVESTMENT GUIDANCE FOR THE MORGAN FAMILY LEGACY FOUNDATION, INCLUDING TAKING MINUTES AT MEETINGS, RECEIVING AND PRESENTING CHARITABLE REQUESTS TO THE OTHER DIRECTORS/OFFICERSOF THE MORGAN FAMILY LEGACY FOUNDATION, RESPONDING TO THOSE REQUESTS AND ANY OTHER TASKS THAT ARISETHROUGHOUT THE YEAR RELATED TO THE MORGAN FAMILY LEGACY FOUNDATION. THE FEES FOR HER SERVICES WEREBASED ON ACTUAL TIME SPENT PERFORMING THESE DUTIES AND WERE REASONABLE AND NOT EXCESSIVE.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    MORGAN FAMILY LEGACY FOUNDATION
    EIN:
    47-5638410
    Name of Stock End of Year Book Value End of Year Fair Market Value
    35,536 SHS VALLEY VIEW BANCSHARES 1,151,366 2,103,731
    455 SHS BERKSHIRE HATHAWAY INC 68,343 105,501
    34 SHS AMERICAN TOWER CORP REIT 8,769 7,632
    66 SHS CHEVRON CORP 6,323 5,574
    102 SHS DUKE ENERGY CORP NEW 8,914 9,339
    116 SHS FMC CORPORATION NEW 11,327 13,332
    74 SHS IMB 9,035 9,315
    173 SHS KRAFT HEINZ CO 5,410 5,996
    104 SHS LAS VEGAS SANDS CORP 5,402 6,198
    222 SHS LKQ CORP 6,742 7,823
    17 SHS LOCKHEED MARTIN CORP 6,567 6,035
    53 SHS LOWES 6,727 8,507
    166 SHS MARATHON PETE CORP 6,290 6,866
    64 SHS MEDTRONIC PLC 6,183 7,497
    15 SHS NVIDIA CORP 5,230 7,833
    119 SHS STARBUCKS CORP 8,930 12,731
    346 SHS VIACOMCBS INC 8,285 12,892
    63 SHS WALT DISNEY CO 7,751 11,414
    51 SHS PEPSICO INC 6,611 7,563

    TY 2020 InvestmentsOtherSchedule2
    Name:
    MORGAN FAMILY LEGACY FOUNDATION
    EIN:
    47-5638410
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    1644 SHS ISHARES CORE S & P 500 ETF AT COST 363,382 617,141
    1855 SHS ISHARES CORE US AGGBD ET ETF AT COST 201,508 219,243
    4690 SHS ISHARES CORE MSCI EMKT ETF AT COST 219,131 290,968
    8578 SHS VANGUARD FTSE DEV MKT ETF AT COST 318,063 404,967
    845 SHS VANGUARD INT-TERM CORP ETF AT COST 72,730 82,083
    819 SHS VANGUARD MID CAP ETF AT COST 108,947 169,345
    1249 SHS ISHARES TRUST EAFE SM CP ETF AT COST 64,236 85,369
    328 SHS ISHARES TRUST 3 7 YR TREAS BD ETF AT COST 40,257 43,617
    811 SHS SCHWAB STRATEGIC TR INTL EQTY ETF AT COST 25,355 29,204
    2805 SHS SCHWAB STRATEGIC TR US REIT ETF AT COST 116,023 106,506
    2231 SHS SPDR SERIES TRUST PORTFOLIO MD ETF AT COST 74,880 90,132
    642 SHS VANGUARD TOTAL STK MKT ETF AT COST 96,050 124,959
    136 SHS WISDOMTREE TRUST EMG MKTS SMCAP ETF AT COST 5,651 6,490
    1695 SHS VANGUARD TOTAL BND MRKT ETF AT COST 149,779 149,482
    4746.114 SHS DIMENSIONAL FUND ADVISORS US MICRO CAP INST AT COST 94,478 108,544
    4273.094 SHS DIMENSIONAL FUND ADVISORS EMRG MKTS SM CAP AT COST 89,590 98,965
    1718.443 SHS DIMENSIONAL FUND ADVISORS INTL SM CO INST AT COST 34,970 34,850
    4320.049 SHS DIMENSIONAL FUND ADVISORS US SM CAP VALUE INST AT COST 129,341 148,739
    SHS FEDERATED HERMES GOVT OBLIGATIONS PREMIER AT COST 496,254 496,254
    372 SHS SPDR BLOOMBERG BARCLAYS INTERNATIONAL TREASURY BD ETF AT COST 10,615 11,618
    202 SHS SPDR S & P 400 MID CAP VALUE ETF AT COST 9,098 11,211
    28 SHS SPDR S & P 500 EFT TR UNIT SER I AT COST 8,679 10,469
    727.667 SHS AMERICAN BOND FUND OF AMERICA AT COST 10,094 10,034
    816.529 SHS AMERICAN HIGH-INCOME MUNICIPAL BOND CI F3 AT COST 12,730 13,530
    118.179 SHS FRANKLIN DYNATECH CI R6 AT COST 12,499 17,317
    1008.737 SHS JPMORGAN SHORT DURATION BOND C1R6 AT COST 11,207 11,257
    998.402 SHS PGIM SHORT TERM CORPORATE BOND AT COST 11,204 11,442
    613.389 SHS PGIM TOTAL RETURN BON AT COST 8,988 9,268

    TY 2020 LegalFeesSchedule
    Name:
    MORGAN FAMILY LEGACY FOUNDATION
    EIN:
    47-5638410
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SPENCER FANE LLP-LEGAL ADVICE REGARDING COMPLIANCE WITH PRIVATE FOUNDATION 0 0   0
    RULES AND REGULATIONS 300 300   0


    TY 2020 OtherAssetsSchedule
    Name:
    MORGAN FAMILY LEGACY FOUNDATION
    EIN:
    47-5638410
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDENDS DUE 128 59,315 59,315


    TY 2020 OtherExpensesSchedule
    Name:
    MORGAN FAMILY LEGACY FOUNDATION
    EIN:
    47-5638410
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SUPPLIES/POST OFFICE BOX RENTAL 312 312   0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    MORGAN FAMILY LEGACY FOUNDATION
    EIN:
    47-5638410
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES-CREATIVE PLANNING INC/TD AMERITRADE 30,134 30,134   0
    INVESTMENT FEES-SECURITY TRUST AND INVESTMENTS 1,413 1,413   0
    INVESTMENT FEES-EDWARD JONES 1,471 1,471   0


    TY 2020 TaxesSchedule
    Name:
    MORGAN FAMILY LEGACY FOUNDATION
    EIN:
    47-5638410
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES ON INVESTMENT INCOME 1,881 1,881   0
    TAXES AND LICENSES-KANSAS ANNUAL REPORT 40 40   0
    EXCISE TAX ON INVESTMENT INCOME 169 0   0