Form990-PF
Click to see attachment
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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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 12-01-2021 , and ending 11-30-2022
Name of foundation
THE MORGAN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 11332
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OVERLAND PARK, KS66207
A Employer identification number

48-1024615
B Telephone number (see instructions)

(913) 831-2996
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$17,240,950J 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 61,640 61,640  
4 Dividends and interest from securities... 986,946 986,946  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 287,814
b Gross sales price for all assets on line 6a 2,006,250
7 Capital gain net income (from Part IV, line 2)... 287,814
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........ 1,336,400 1,336,400 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,000 20,000 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 1,294 1,294 0 0
b Accounting fees (attach schedule)....... Click to see attachment 11,885 10,970 0 0
c Other professional fees (attach schedule).... Click to see attachment 51,250 51,250 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 31,089 1,089 0 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 437 437 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 115,955 85,040 0 0
25 Contributions, gifts, grants paid....... 1,116,750 1,116,750
26 Total expenses and disbursements. Add lines 24 and 25 1,232,705 85,040 0 1,116,750
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 103,695
b Net investment income (if negative, enter -0-) 1,251,360
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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.............      
2 Savings and temporary cash investments......... 502,104 821,962 821,962
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) 949,146 Click to see attachment1,278,587 1,193,645
b Investments—corporate stock (attach schedule)....... 8,066,736 Click to see attachment8,035,744 12,503,983
c Investments—corporate bonds (attach schedule)....... 2,541,858 Click to see attachment2,151,322 1,958,168
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 103,125 Click to see attachment103,125 126,000
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment733,098 Click to see attachment609,022 Click to see attachment637,192
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,896,067 12,999,762 17,240,950
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........ 19,882,069 19,882,069
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -6,986,002 -6,882,307
29 Total net assets or fund balances (see instructions)..... 12,896,067 12,999,762
30 Total liabilities and net assets/fund balances (see instructions). 12,896,067 12,999,762
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
12,896,067
2
Enter amount from Part I, line 27a .....................
2
103,695
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
12,999,762
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
12,999,762
Form 990-PF (2021)
Form 990-PF (2021)
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 55000 UNITS RIO TINTO FINANCE USA LTD SR GLBL NT DTD 6/16/15 3.75% P   2021-12-03
b 192 SHS WALGREENS BOOTS ALLIANCE INC P   2021-12-15
c 30 SHS KANSAS CITY SOUTHERN P   2021-12-20
d .52 SH CANADIAN PACIFIC RAILWAY LTD P   2021-12-21
e 50000 UNITS VMWARE INC SR GLBL NT DTD 8/16/17 2.95% P   2022-01-18
600 SHS VERIZON COMMUNICATIONS INC P   2022-01-19
165 SHS DIGITAL REALTY TRUST INC P   2022-01-19
54 SHS ECOLOAB INC P   2022-01-19
15 SHS THERMO FISHER SCIENTIFIC INC P   2022-01-19
45000 UNITS US TREASURY NTS DTD 10/31/15 1.875% 10/31/22 P   2022-01-21
88 SHS BAXTER INTERNATIONAL INC P   2022-01-24
219 SHS GSK PLC SPONSORED ADR P   2022-02-03
485000 UNITS MYRTLE BEACH SC GO BDS DTD 10/10/12 3% 3/1/23-22 P   2022-03-01
77000 UNITS US TREASURY NTS DTD 10/31/15 1.875% 10/31/22 P   2022-03-24
500 SHS SCHWAB US LARGE CAP GROWTH ETF ON 3/31/22 P   2022-04-04
400 SHS NVIDIA CORPORATION P   2022-04-04
500.167 SHS CLEARBRIDGE INTERNATIONAL GROWTH FUND P   2022-04-04
.04 SH WARNER BROS DISCOVERY INC SER A P   2022-04-14
49 SHS NETFLIX INC P   2022-04-25
59 SHS DOW INC P   2022-05-27
3116 SHS AMPLIFY ENERGY CORP P   2022-05-27
300 SHS NVIDIA CORPORATION P   2022-06-02
46000 UNITS US TREASURY NTS DTD 6/17/21 .125% 6/30/23 P   2022-06-13
583 SHS AT&T INC P   2022-07-20
300 SHS CONAGRA BRANDS INC P   2022-07-20
297 SHS CONAGRA BRANDS INC P   2022-07-21
999 SHS TEVA PHARMACEUTICAL INDS LTD ADR P   2022-08-19
73000 UNITS JPMORGAN SENIOR NOTE DTD 9/24/12 3.25% P   2022-09-23
139000 UNITS US TREASURY NTS DTD 6/17/21 .125% 6/30/23 P   2022-09-26
20263.425 SHS VANGUARD SHORT-TERM INVESTMENT ADMIRAL FUND P   2022-09-29
39062.501 SHS LORD ABBETT SHORT DURATION INCOME I P   2022-09-29
10429.448 SHS EATON VANCE FLOATING RATE I P   2022-09-29
37000 UNITS AMERICAN INTERNATIONAL GROUP INC SR GLBL NT DTD 3/22/16 3.9% P   2022-10-24
61 SHS MERCK & CO INC P   2022-11-08
1 SH SEADRILL P   2022-02-28
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 60,130   56,956 3,174
b 9,413   10,518 -1,105
c 6,241   3,541 2,700
d 37   21 16
e 50,640   50,164 476
32,038   29,603 2,435
25,409   17,591 7,818
11,716   7,977 3,739
8,901   3,090 5,811
45,482   45,349 133
7,647   5,475 2,172
9,843   8,227 1,616
485,000   494,156 -9,156
77,358   76,712 646
37,796   20,208 17,588
112,155   15,481 96,674
30,000   25,103 4,897
1   1 0
10,368   16,577 -6,209
3,980   3,460 520
    8,067 -8,067
55,484   11,611 43,873
44,839   45,948 -1,109
11,956   13,809 -1,853
10,076   9,313 763
9,915   6,935 2,980
9,961   12,118 -2,157
73,000   72,946 54
134,841   138,366 -3,525
200,000   209,118 -9,118
150,000   164,844 -14,844
85,000   91,988 -6,988
37,000   37,854 -854
6,021   3,699 2,322
    1,610 -1,610
154,002     154,002
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       3,174
b       -1,105
c       2,700
d       16
e       476
      2,435
      7,818
      3,739
      5,811
      133
      2,172
      1,616
      -9,156
      646
      17,588
      96,674
      4,897
      0
      -6,209
      520
      -8,067
      43,873
      -1,109
      -1,853
      763
      2,980
      -2,157
      54
      -3,525
      -9,118
      -14,844
      -6,988
      -854
      2,322
      -1,610
      154,002
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 2 287,814
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 17,394
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 17,394
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 25,895
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 8,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 33,895
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 16,501
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet16,501 RefundedBullet 11 0
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 ofbulletMARK A MORGAN Telephone no.bullet (913) 831-2996

    Located atbullet4600 COLLEGE BOULEVARD SUITE 102OVERLAND PARKKS 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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    MARILYN J MORGAN PRESIDENT/DIRECTOR
    1.00     		0 0 0
    PO BOX 11332
    OVERLAND PARK,KS66207
    ANNA MORGAN VICE PRESIDENT/DIRECTOR
    1.00     		0 0 0
    PO BOX 11332
    OVERLAND PARK,KS66207
    ALEC MORGAN VICE PRESIDENT/DIRECTOR
    1.00     		0 0 0
    PO BOX 11332
    OVERLAND PARK,KS66207
    ERIKA R FEINGOLD SECRETARY/DIRECTOR
    10.00     		20,000 0 0
    PO BOX 11332
    OVERLAND PARK,KS66207
    MARK A MORGAN TREASURER/DIRECTOR
    1.00     		0 0 0
    PO BOX 11332
    OVERLAND PARK,KS66207
    CHAD FEINGOLD DIRECTOR
    1.00     		0 0 0
    PO BOX 11332
    OVERLAND PARK,KS66207
    THOMAS S MORGAN DIRECTOR
    1.00     		0 0 0
    PO BOX 11332
    OVERLAND PARK,KS66207
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 - ALL OF THE FOUNDATION'S CHARITABLE ACTIVITIES ARE CASH CONTRIBUTIONS PAID DIRECTLY TO TAX-EXEMPT CHARITABLE ORGANIZATIONS. 0
    2  
    3  
    4  
    Part VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    15,885,957
    b
    Average of monthly cash balances.......................
    1b
    1,058,100
    c
    Fair market value of all other assets (see instructions)................
    1c
    779,682
    d
    Total (add lines 1a, b, and c).........................
    1d
    17,723,739
    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
    17,723,739
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    265,856
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    17,457,883
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    872,894
    Part X
    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 IX, line 6..................
    1
    872,894
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    17,394
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    17,394
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    855,500
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    855,500
    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 XII, line 1 ...
    7
    855,500
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 855,500
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 222,798
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,116,750
    a Applied to 2020, but not more than line 2a 222,798
    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 2021 distributable amount..... 855,500
    e Remaining amount distributed out of corpus 38,452
    5 Excess distributions carryover applied to 2021. 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 38,452
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		38,452
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021.... 38,452
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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:
    ERIKA R FEINGOLD
    PO BOX 11332
    OVERLAND PARK,KS66207
    (913) 831-2996
    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 NOV. 30TH FOR REQUEST FOR FUNDS FOR NEXT FISCAL 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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    ABILITY KC
    3011 BALTIMORE AVENUE
    KANSAS CITY,MO64108     		N/A - NONE TAX-EXEMPT CHARITY TO BUILD BRIGHTER FUTURES FOR CHILDREN AND ADULTS WITH DISABILITIES BY PROVIDING COMPREHENSIVE EDUCATIONAL, VOCATIONAL AND THERAPEUTIC SERVICES 2,000
    BUSCH WILDLIFE SANCTUARY
    2500 JUPITER PARK DRIVE
    JUPITER,FL33458     		N/A - NONE TAX-EXEMPT CHARITY BUSCH WILDLIFE SANCTUARY HAS A TWO-FOLD MISSION OF WILDLIFE REHABILITATION AND ENVIRONMENTAL EDUCATION 10,000
    COLLEGE POSSIBLE
    755 PRIOR AVENUE NORTH SUITE 210
    SAINT PAUL,MN55104     		N/A - NONE TAX-EXEMPT CHARITY COLLEGE POSSIBLE'S COLLEGE ACCESS AND SUCCESS PROGRAMS EMPOWER STUDENTS FROM UNDER INVESTED COMMUNITIES TO ACHIEVE THEIR GOAL OF EARNING A COLLEGE DEGREE 25,000
    BLUHM CV INSTITUTE OF NORTHWESTERN
    675 NORTH SAINT CLAIR STREET
    NINETEENTH FLOOR SUITE 100
    CHICAGO,IL60611     		N/A - NONE TAX-EXEMPT CHARITY TO ACHIEVE SUPERIOR RESULTS FOR ALL OF OUR PATIENTS AND TO IMPROVE THEIR OVERALL QUALITY OF LIFE 10,000
    BOY SCOUTS OF AMERICA
    10210 HOLMES ROAD
    KANSAS CITY,MO64131     		N/A - NONE TAX-EXEMPT CHARITY TO PREPARE YOUNG PEOPLE TO MAKE ETHICAL AND MORAL CHOICES OVER THEIR LIFETIMES BY INSTILLING IN THEM THE VALUES OF THE SCOUT OATH AND SCOUT LAW 3,000
    BOYS & GIRLS CLUB OF GREATER KANSAS CITY
    2405 ELMWOOD AVE
    KANSAS CITY,MO64127     		N/A - NONE TAX-EXEMPT CHARITY SUPPORT THE DEVELOPMENT OF CHARACTER AND LIFE ENHANCING SKILLS IN YOUTHS 5,000
    CASA PROJECT OF JACKSON COUNTY
    2544 HOLMES
    KANSAS CITY,MO64108     		N/A - NONE TAX-EXEMPT CHARITY PROVIDE SUPPORT FOR ABUSED AND NEGLECTED CHILDREN IN FINDING SAFE HOMES 5,000
    CASA OF JOHNSON & WYANDOTTE COUNTIES
    5700 BROADMOOR ST SUITE 201
    MISSION,KS66202     		N/A - NONE TAX-EXEMPT CHARITY PROVIDE SUPPORT FOR ABUSED AND NEGLECTED CHILDREN IN FINDING SAFE HOMES 5,000
    CAMP ENCOURAGE
    4025 CENTRAL STREET
    KANSAS CITY,MO64111     		N/A - NONE TAX-EXEMPT CHARITY TO PROVIDE YOUTH WITH AUTISM SPECTRUM DISORDER MEANINGFUL EXPERIENCES IN WHICH THEY BUILD THE KNOWLEDGE, COURAGE, AND SKILLS TO BE EMPOWERED PARTICIPANTS IN THE COMMUNITY 11,250
    CATHOLIC CHARITIES
    2220 CENTRAL AVENUE
    KANSAS CITY,KS66102     		N/A - NONE TAX-EXEMPT CHARITY TO ANIMATE THE GOSPEL OF JESUS CHRIST BY PUTTING LOVE INTO ACTION THROUGH SPECIALIZED PROGRAMS AND SERVICES FOR THOSE IN NEED 3,000
    CENTER FOR DEVELOPMENTALLY DISABLED
    3675 S NOLAND RD SUITE 110
    INDEPENDENCE,MO64055     		N/A - NONE TAX-EXEMPT CHARITY PROVIDES RESIDENTIAL CARE SERVICES AND DAY HABILITATION TO ADULTS WITH DEVELOPMENTAL DISABILITIES IN THE GREATER KANSAS CITY, MO AREA 4,500
    CENTER FOR PRACTICAL BIOETHICS
    1111 MAIN STREET SUITE 500
    KANSAS CITY,MO64105     		N/A - NONE TAX-EXEMPT CHARITY HELPS HEALTHCARE STAKEHOLDERS GRAPPLE WITH DIFFICULT ISSUES IN HEALTHCARE AND RESEARCH INVOLVING PATIENTS 10,000
    CHICAGO CHILDREN'S MUSEUM AT NAVY PIER
    700 E GRAND AVE SUITE 127
    CHICAGO,IL60611     		N/A - NONE TAX-EXEMPT CHARITY TO IMPROVE CHILDREN'S LIVES BY CREATING A COMMUNITY WHERE PLAY AND LEARNING CONNECT 15,000
    NORTH SHORE COUNTRY DAY SCHOOL
    310 GREEN BAY RD
    WINNETKA,IL60093     		N/A - NONE TAX-EXEMPT CHARITY NORTH SHORE PROVIDES MANY OPPORTUNITIES FOR ALL STUDENTS TO EXCEL IN THE CLASSROOM AND THE LABORATORY, ON THE STAGE AND THE PLAYING FIELD, IN THEIR COMMUNITIES AND BEYOND 5,000
    CHILDREN'S MERCY
    2401 GILLHAM ROAD
    KANSAS CITY,MO64108     		N/A - NONE TAX-EXEMPT CHARITY IMPROVE THE HEALTH AND WELL BEING OF CHILDREN BY PROVIDING COMPREHENSIVE FAMILY-CENTERED HEALTH CARE 30,000
    CHILD PROTECTION CENTER
    3101 BROADWAY SUITE 780
    KANSAS CITY,MO64111     		N/A - NONE TAX-EXEMPT CHARITY TO PROVIDE A SAFE, CHILD-FRIENDLY SETTING IN WHICH TO INTERVIEW CHILD ABUSE VICTIMS, COORDINATING INVESTIGATIVE TEAM SERVICES AS WELL AS MENTAL HEALTH AND MEDICAL SERVICES, AND PROVIDING SUPPORTIVE SERVICES TO ASSIST CHILDREN AND THEIR FAMILIES BEGIN THE PATH TOWARD HEALING 5,000
    THE CHILDREN'S PLACE
    TWO EAST 59TH STREET
    KANSAS CITY,MO64113     		N/A - NONE TAX-EXEMPT CHARITY NURTURE AND PROMOTE THE HEALTHY DEVELOPMENT OF YOUNG CHILDREN WHO SURVIVED ABUSE, NEGLECT AND TRAUMA 3,000
    CITY UNION MISSION
    1108 EAST TENTH STREET
    KANSAS CITY,MO64106     		N/A - NONE TAX-EXEMPT CHARITY EVANGELICAL CHRISTIAN MINISTRY COMMITTED TO MEETING THE SPIRITUAL, PHYSICAL AND EMOTIONAL NEEDS OF POOR OR HOMELESS 5,000
    FRIENDS OF JCC KRAKOW
    74 LAFAYETTE AVE SUITE 101
    SUFFERN,NY10901     		N/A - NONE TAX-EXEMPT CHARITY FRIENDS OF JCC KRAKOW SEEKS TO RAISE AWARENESS OF JCC KRAKOW'S ACTIVITIES AND BROADEN ITS REACH THROUGH INFORMATIONAL AND CULTURAL OFFERINGS IN THE UNITED STATES 12,500
    CONGREGATION BETH SHALOM
    14200 LAMAR AVENUE
    OVERLAND PARK,KS66233     		N/A - NONE TAX-EXEMPT CHARITY TO STRENGTHEN CONNECTIONS THROUGH COMMUNAL COMMITMENT TO PRAYER, STUDY AND ACTS OF LOVING KINDNESS 25,000
    CORNERSTONES OF CARE
    300 E 36TH STREET
    KANSAS CITY,MO64111     		N/A - NONE TAX-EXEMPT CHARITY TO HELP THE CHILDREN AND FAMILIES WE SERVE TO ACHIEVE HEALTH, HAPPINESS, CONFIDENCE, COMPETENCE AND SELF-SUFFICIENCY 12,500
    DELLA LAMB COMMUNITY SERVICES
    500 WOODLAND AVE
    KANSAS CITY,MO64106     		N/A - NONE TAX-EXEMPT CHARITY TO PROVIDE HOPE AND ASSISTANCE TO LOW INCOME PEOPLE OF ALL AGES WHILE CREATING SELF SUFFICIENCY THROUGH EDUCATION 5,000
    DON BOSCO CENTER
    580 CAMPBELL STREET
    KANSAS CITY,MO64106     		N/A - NONE TAX-EXEMPT CHARITY A COMPREHENSIVE SOCIAL SERVICE AGENCY PROVIDING HELP AND ASSISTANCE TO LOCAL RESIDENTS WITH INTERRELATED CHALLENGES 5,000
    DREAM FACTORY
    3205 NORTH WOODBINE ROAD
    ST JOSEPH,MO64506     		N/A - NONE TAX-EXEMPT CHARITY GRANTING WISHES TO CHILDREN WHO HAVE LIFE THREATENING ILLNESS, CHRONIC ILLNESS AS WELL AS CHILDREN SUFFERING FROM DISORDERS 2,000
    EMILIE ROSEBUD DIABETIC RESEARCH FUND
    605 WEST 47TH STREET
    KANSAS CITY,MO64112     		N/A - NONE TAX-EXEMPT CHARITY TO FUND RESEARCH BY SPECIFIC DOCTORS AND CLINICS WORKING ON GROUND BREAKING RESEARCH TO CURE DIABETES 2,000
    FLORENCE G HELLER JCC
    524 W MELROSE
    CHICAGO,IL60611     		N/A - NONE TAX-EXEMPT CHARITY PROVIDES CHILDCARE AND PRESCHOOL EDUCATION FOR JEWISH COMMUNITY 5,000
    HARVESTERS
    3601 TOPPING AVENUE
    KANSAS CITY,MO64129     		N/A - NONE TAX-EXEMPT CHARITY PROVIDE FAMILIES IN NEED WITH FOOD 5,000
    THE HOPE CENTER
    PO BOX 10001
    KANSAS CITY,MO64171     		N/A - NONE TAX-EXEMPT CHARITY PROVIDE PROGRAMS AND SERVICES THAT ARE VITAL FOR THE IMMEDIATE AND LONG TERM HEALTH OF THE COMMUNITY 3,000
    HYMAN BRAND HEBREW ACADEMY
    5801 WEST 115TH STREET
    OVERLAND PARK,KS66211     		N/A - NONE TAX-EXEMPT CHARITY EDUCATION OF CHILDREN 51,000
    JEWISH COMMUNITY CENTER
    5801 W 115TH STREET SUITE 103
    OVERLAND PARK,KS66211     		N/A - NONE TAX-EXEMPT CHARITY IMPROVEMENT OF LIFE, EDUCATION, AND FAMILY SERVICES FOR JEWISH FAMILIES 250,000
    JEWISH COMMUNITY RELATIONS BUREAUAMERICAN JEWISH COMMITTEE
    5801 W 115TH STREET SUITE 203
    OVERLAND PARK,KS66211     		N/A - NONE TAX-EXEMPT CHARITY TO ADVOCATE AND EDUCATE, ON BEHALF OF THE JEWISH COMMUNITY, TO ELIMINATE INJUSTICE AND DISCRIMINATION AT HOME AND ABROAD 2,500
    JEWISH FAMILY & CHILDREN SERVICES OF GREATER KC
    5801 W 115TH STREET SUITE 103
    OVERLAND PARK,KS66211     		N/A - NONE TAX-EXEMPT CHARITY PROVIDE ESSENTIAL PROGRAMS AND SERVICES FOR INDIVIDUALS AND FAMILIES COPING WITH CRISIS AND LIFE'S EVERYDAY CHALLENGES 25,000
    JEWISH VOCATIONAL SERVICE BUREAU OF KANSAS CITY
    1608 BALTIMORE AVENUE
    KANSAS CITY,MO64108     		N/A - NONE TAX-EXEMPT CHARITY ASSIST INDIVIDUALS AND FAMILIES BY PROVIDING SUPPORT, PERSONAL DEVELOPMENT, EMPLOYMENT AND TRAINING SERVICES 2,500
    KC CARE CLINIC
    3515 BROADWAY
    KANSAS CITY,MO64111     		N/A - NONE TAX-EXEMPT CHARITY PROVIDING BASIC HEALTHCARE SERVICES TO PEOPLE WHO CANNOT AFFORD OR ARE CHALLENGED WITH ACCESS TO CARE 2,000
    KC HOSPICE HOUSE
    1500 MEADOW LAKE PARKWAY 200
    KANSAS CITY,MO64114     		N/A - NONE TAX-EXEMPT CHARITY PROVIDE SUPPORT, HOPE, COUNSELING, AND EDUCATION TO PEOPLE OF ALL AGES WITH SERIOUS ILLNESS 10,000
    KU HILLEL
    722 NEW HAMPSHIRE
    LAWRENCE,KS66044     		N/A - NONE TAX-EXEMPT CHARITY SUPPORTS JEWISH COMMUNITY AND STUDENTS 5,000
    KANSAS CITY RESCUE MISSION
    1520 CHERRY STREET
    KANSAS CITY,MO64108     		N/A - NONE TAX-EXEMPT CHARITY A CHRIST-CENTERED COMMUNITY OFFERING FREEDOM AND HOPE TO THE POOR AND HOMELESS, EMPOWERING THEM TO REACH THEIR FULL POTENTIAL 5,000
    KEHILATH ISRAEL SYNAGOGUE
    10501 CONSER ST
    OVERLAND PARK,KS66212     		N/A - NONE TAX-EXEMPT CHARITY SUPPORT RELIGIOUS MISSION OF SYNAGOGUE 35,000
    LYNN SAGE CANCER RESEARCH FOUNDATION
    251 E HURON SUITE 3-200
    CHICAGO,IL60611     		N/A - NONE TAX-EXEMPT CHARITY SUPPORTS INNOVATIVE CONTRIBUTIONS TO THE UNDERSTANDING, RESEARCH AND TREATMENT OF BREAST CANCER 10,000
    MAKE-A-WISH FOUNDATION
    7000 W 105TH ST
    OVERLAND PARK,KS66212     		N/A - NONE TAX-EXEMPT CHARITY GRANTING THE WISHES OF CHILDREN WITH LIFE THREATENING MEDICAL CONDITIONS 2,500
    METROPOLITAN ORGANIZATION TO COUNTER SEXUAL ASSAULT
    3100 BROADWAY SUITE 400
    KANSAS CITY,MO64111     		N/A - NONE TAX-EXEMPT CHARITY TO IMPROVE THE LIVES OF THOSE IMPACTED BY SEXUAL ABUSE AND SEXUAL ASSAULT AND PREVENT SEXUAL VIOLENCE IN OUR COMMUNITY 2,000
    MUSCULAR DYSTROPHY ASSOCIATION
    600 BROADWAY BLVD SUITE 290
    KANSAS CITY,MO64105     		N/A - NONE TAX-EXEMPT CHARITY HEALTH ORGANIZATION SPONSORING RESEARCH SEEKING THE CAUSES AND EFFECTIVE TREATMENTS FOR NEUROMUSCULAR DISEASE 1,000
    NAIA
    1200 GRAND BLVD
    KANSAS CITY,MO64105     		N/A - NONE TAX-EXEMPT CHARITY TO PROMOTE ANIMAL WELFARE, TO STRENGTHEN THE HUMAN-ANIMAL BOND, AND SAFEGUARD THE RIGHTS OF RESPONSIBLE ANIMAL OWNERS 5,000
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    7611 STATE LINE SUITE 100
    KANSAS CITY,MO64114     		N/A - NONE TAX-EXEMPT CHARITY PROVIDES A COMPREHENSIVE APPROACH TO HELPING PEOPLE WITH MS MAINTAIN THEIR HEALTH AND WELL-BEING 5,000
    NEWHOUSE
    PO BOX 240019
    KANSAS CITY,MO64124     		N/A - NONE TAX-EXEMPT CHARITY TO PROVIDE THE TOOLS THAT ALLOW ABUSED WOMEN TO MAKE POSITIVE CHOICES AND LEAD SELF SUFFICIENT LIVES 2,000
    NOAH'S HOPE
    PO BOX 54
    DOWNERS GROVE,IL60515     		N/A - NONE TAX-EXEMPT CHARITY TO ASSIST IN FINDING A CURE FOR LINCL-BATTEN DISEASE 5,000
    THE NORTHLAND CHRISTMAS STORE
    PO BOX 28403
    GLADSTONE,MO64118     		N/A - NONE TAX-EXEMPT CHARITY PROVIDE AID TO NEEDY FAMILIES AND INDIVIDUALS IN CLAY COUNTY AT CHRISTMAS TIME 5,000
    NORTHWESTERN UNIVERSITY
    251 E HURON SUITE 3-200
    CHICAGO,IL60611     		N/A - NONE TAX-EXEMPT CHARITY COMMITTED TO EXCELLENT TEACHING, INNOVATIVE RESEARCH AND THE PERSONAL AND INTELLECTUAL GROWTH OF ITS STUDENTS IN A DIVERSE ACADEMIC COMMUNITY 10,000
    OPERATION BREAKTHROUGH
    3039 TROOST
    KANSAS CITY,MO64109     		N/A - NONE TAX-EXEMPT CHARITY HELP CHILDREN LIVING IN POVERTY LIVE TO THEIR FULLEST POTENTIAL BY PROVIDING A SAFE, LOVING AND EDUCATIONAL ENVIRONMENT 2,000
    OTTAWA UNIVERSITY
    1001 SOUTH CEDAR STREET 1016
    OTTAWA,KS66067     		N/A - NONE TAX-EXEMPT CHARITY PREPARES PROFESSIONAL AND LIBERAL ARTS GRADUATES FOR LIFETIMES OF PERSONAL SIGNIFICANCE, VOCATIONAL FULFILLMENT, AND SERVICE TO GOD AND HUMANITY 2,000
    PRESENT NOW
    149 SOUTH BARRINGTON AVE 791
    LOS ANGELES,CA90049     		N/A - NONE TAX-EXEMPT CHARITY DEDICATED TO SUPPORTING BABIES, CHILDREN AND TEENS ENTERING AND LIVING IN TRANSITIONAL AND CRISIS DOMESTIC VIOLENCE SHELTERS 50,000
    RESTART
    918 EAST 9TH STREET
    KANSAS CITY,MO64108     		N/A - NONE TAX-EXEMPT CHARITY PROVIDE HOUSING AND SUPPORTIVE SERVICES TO HELP THE HOMELESS MOVE TOWARD INDEPENDENCE AND SELF SUFFICIENCY 2,000
    RONALD MCDONALD HOUSE CHARITIES
    2502 CHERRY STREET
    KANSAS CITY,MO64108     		N/A - NONE TAX-EXEMPT CHARITY ASSISTING FAMILIES WITH MEDICAL EXPENSE, HOUSING NEAR A HOSPITAL, BASIC MEDICAL CARE 5,000
    ROSE BROOKS CENTER
    PO BOX 320599
    KANSAS CITY,MO64132     		N/A - NONE TAX-EXEMPT CHARITY TO SUPPORT PROGRAMS TOWARDS ENDING DOMESTIC ABUSE 5,000
    ROSE MORGAN SCHOLARSHIP FUND
    5901 COLLEGE BOULEVARD SUITE 100
    OVERLAND PARK,KS66211     		N/A - NONE TAX-EXEMPT CHARITY TO PROVIDE GRANTS TO NEEDY STUDENTS OF HYMAN BRAND HEBREW ACADEMY 10,000
    SAFE HOME
    PO BOX 4563
    OVERLAND PARK,KS66204     		N/A - NONE TAX-EXEMPT CHARITY PROVIDE SHELTER, ADVOCACY, COUNSELING AND PREVENTION EDUCATION TO VICTIMS OF DOMESTIC ABUSE AND THEIR CHILDREN 5,000
    SAFE PROJECT
    3118 WASHINGTON BLVD 101734
    ARLINGTON,VA22201     		N/A - NONE TAX-EXEMPT CHARITY WORKING THROUGH A COLLABORATIVE, MULTI-PRONGED AND NON-PARTISAN APPROACH TO END THE NATION'S CATASTROPHIC ADDICTION EPIDEMIC 15,000
    SHEFFIELD CEMETARY
    6200 WILSON AVENUE
    KANSAS CITY,MO64123     		N/A - NONE TAX-EXEMPT CHARITY TO RAISE FUNDS AND RECOMMEND DISBURSEMENTS FOR THE RESTORATION, BEAUTIFICATION AND MAINTENANCE OF THE CEMETERY 15,000
    SMILE TRAIN
    41 MADISON AVE 28TH FLOOR
    NEW YORK,NY10010     		N/A - NONE TAX-EXEMPT CHARITY SUPPORT OF CLEFT PALATE SURGERY INTERNATIONALLY TO THOSE IN NEED 2,500
    SOUTHWEST AUTISM RESEARCH & RESOURCE CENTER
    300 N 118TH STREET
    PHOENIX,AZ85006     		N/A - NONE TAX-EXEMPT CHARITY RESEARCH AND LEARNING RESOURCES FOR PEOPLE WITH AUTISM 5,000
    SPECIAL OLYMPICS
    5280 FOXRIDGE DRIVE
    MISSION,KS66202     		N/A - NONE TAX-EXEMPT CHARITY TO SUPPORT YEAR ROUND SPORTS TRAINING AND ATHLETIC COMPETITIONS FOR PEOPLE WITH DISABILITIES 2,500
    STEPPING STONE FOUNDATION
    ONE APPLETON STREET 4TH FLOOR
    BOSTON,MA02116     		N/A - NONE TAX-EXEMPT CHARITY DEVELOPS AND IMPLEMENTS PROGRAMS THAT PREPARE UNDERSERVED STUDENTS FOR EDUCATIONAL OPPORTUNITIES THAT LEAD TO COLLEGE SUCCESS 5,000
    SUNFLOWER HOUSE
    15440 WEST 65TH STREET
    SHAWNEE,KS66217     		N/A - NONE TAX-EXEMPT CHARITY TO PROTECT CHILDREN FROM PHYSICAL AND SEXUAL ABUSE THROUGH EDUCATION, ADVOCACY, FORENSIC AND MEDICAL SERVICES 2,000
    SYNERGY SERVICES
    400 EAST SIXTH STREET
    PARKVILLE,MO64152     		N/A - NONE TAX-EXEMPT CHARITY PROVIDE SERVICES, EDUCATION AND A SAFE PLACE FOR VICTIMS OF VIOLENCE 2,000
    GLOBAL EMPOWERMENT MISSION
    1850 NW 8TH AVENUE SUITE 100
    DORAL,FL33126     		N/A - NONE TAX-EXEMPT CHARITY TO DELIVER THE MOST AMOUNT OF AID, TO THE MOST AMOUNT OF PEOPLE IN NEED, IN THE SHORTEST AMOUNT OF TIME AND WITH THE LEAST AMOUNT OF COSTS TO OUR DONORS 12,500
    JEWISH COMMUNITY CAMPUS
    5801 W 115TH STREET
    LEAWOOD,KS66211     		N/A - NONE TAX-EXEMPT CHARITY IMPROVEMENT OF LIFE, EDUCATION, AND FAMILY SERVICES FOR JEWISH FAMILIES 50,000
    VILLAGE SHALOM
    5500 W 123RD STREET
    OVERLAND PARK,KS66209     		N/A - NONE TAX-EXEMPT CHARITY SUPPORT THE GENERAL NEEDS OF THE RESIDENTS 5,000
    WAYSIDE WAIFS
    3901 E 119TH STREET
    KANSAS CITY,MO64137     		N/A - NONE TAX-EXEMPT CHARITY SUPPORT THE GENERAL NEEDS OF THE ANIMAL SHELTER 5,000
    YESHIVA TORAS CHAIM
    1555 STUART ST PO BOX 40067
    DENVER,CO80204     		N/A - NONE TAX-EXEMPT CHARITY SUPPORT YOUNG MEN COMMITTED TO LEADING A LIFE GUIDED BY TORAH VALUES 1,000
    VAAD HAKASHRUTH OF KANSAS CITY
    9900 ANTIOCH ROAD
    OVERLAND PARK,KS66212     		N/A - NONE TAX-EXEMPT CHARITY TO FACILITATE AND MAKE AVAILABLE KOSHER FOOD FOR THE PUBLIC THROUGH KOSHER CERTIFICATION, SUPERVISION, EDUCATION AND INSPECTION OF CATERERS, WHOLESALE AND RETAIL FOOD VENDORS, AND FOOD PRODUCTION COMPANIES IN THE GREATER KANSAS CITY REGION 10,000
    AMIT WOMEN
    8694 W 101ST STREET
    OVERLAND PARK,KS66212     		N/A - NONE TAX-EXEMPT CHARITY SUPPORTS ISRAEL YOUTHS THROUGH ACADEMIA 1,000
    JEWISH FEDERATION OF SOUTHERN ARIZONA
    3718 E RIVER RD 100
    TUCSON,AZ85718     		N/A - NONE TAX-EXEMPT CHARITY TO BRING THE JEWISH COMMUNITY TOGETHER TO HELP THOSE IN NEED AND TO STRENGTHEN AND PRESERVE THE JEWISH PEOPLE AT HOME, IN ISRAEL, & AROUND THE WORLD 1,000
    KCPT PUBLIC TELEVISION 19
    125 E 31ST STREET
    KANSAS CITY,MO64108     		N/A - NONE TAX-EXEMPT CHARITY TO SERVE DIVERSE COMMUNITY AS ESSENTIAL SOURCES FOR INDEPENDENT JOURNALISM, MULTIMEDIA STORYTELLING, MUSIC DISCOVERY, AND EDUCATION RESOURCES 5,000
    FIRST CALL
    9094 STATE LINE ROAD
    KANSAS CITY,MO64114     		N/A - NONE TAX-EXEMPT CHARITY TO REDUCE THE IMPACT OF ALCOHOL, DRUGS, AND ADDICTION BY PROVIDING QUALITY RESOURCES TO INDIVIDUALS, FAMILIES AND THE COMMUNITY 5,000
    KCUR-FM 893
    4825 TROOST SUITE 202
    KANSAS CITY,MO64110     		N/A - NONE TAX-EXEMPT CHARITY COMMITMENT TO ACCURATE, CREDIBLE, AND UNBIASED REPORTING THAT INFORMS, ENGAGES, ENTERTAINS, AND ENRICHES BOTH INDIVIDUALS AND OUR DIVERSE COMMUNITY 5,000
    LOGGERHEAD MARINELIFE CENTER
    14200 US HIGHWAY 1
    JUNO BEACH,FL33408     		N/A - NONE TAX-EXEMPT CHARITY TO PROMOTE CONSERVATION OF OCEAN ECOSYSTEMS WITH A SPECIAL FOCUS ON THREATENED AND ENDANGERED SEA TURTLES 10,000
    REDISCOVER
    6801 E 117TH STREET
    KANSAS CITY,MO64134     		N/A - NONE TAX-EXEMPT CHARITY HELP PEOPLE AFFECTED BY MENTAL ILLNESS AND/OR SUBSTANCE ABUSE WHO HAVE LIMITED OR NO INCOME OR ARE UNDER INSURED 2,000
    SHALVA
    PO BOX 46375
    CHICAGO,IL60646     		N/A - NONE TAX-EXEMPT CHARITY SUPPORT JEWISH WOMEN EXPERIENCING AND HEALING FROM DOMESTIC ABUSE, THROUGH COUNSELING, SUPPORTIVE SERVICES, AND COMMUNITY EDUCATION 5,000
    SOCIETY OF HISPANIC PROFESSIONAL ENGINEERS
    13181 CROSSROADS PARKWAY NORTH
    SUITE 220
    CITY OF INDUSTRY,CA91746     		N/A - NONE TAX-EXEMPT CHARITY SHPE BELIEVES THE MOST PRESSING PROBLEM FACING THE STEM INDUSTRY IS THAT THE WORKFORCE HAS YET TO REFLECT THE DIVERSITY OF OUR NATION; WE ARE BRIDGING THE GAP BETWEEN HISPANICS AND STEM 5,000
    TEMPLE SHOLOM
    3480 NORTH LAKE SHORE DRIVE
    CHICAGO,IL60657     		N/A - NONE TAX-EXEMPT CHARITY GUIDED BY, AND GROUNDED IN, OUR SACRED JEWISH TEXTS AND TRADITIONS, WE ARE COMMITTED TO LEARNING THAT EMBRACES, INSPIRES, AND MATTERS TO OUR CONGREGATION AND COMMUNITY AT EVERY AGE AND LEVEL 10,000
    UMKC FOUNDATION
    5115 OAK STREET 202
    KANSAS CITY,MO64112     		N/A - NONE TAX-EXEMPT CHARITY TO FOSTER A CULTURE THAT INSPIRES PHILANTHROPY TO ACHIEVE UNIVERSITY PRIORITIES 12,500
    STARLIGHT THEATRE
    4600 STARLIGHT ROAD
    KANSAS CITY,MO64132     		N/A - NONE TAX-EXEMPT CHARITY THROUGHOUT THE YEAR STARLIGHT WILL ENGAGE WITH KANSAS CITY RESIDENTS THROUGH THEATRE ARTS EDUCATION, COMMUNITY PARTNERSHIPS AND IMPACTFUL PROGRAMMING 50,000
    THE VICTORY PROJECT
    2020 BALTIMORE AVE
    KANSAS CITY,MO64108     		N/A - NONE TAX-EXEMPT CHARITY DEDICATED TO HELPING CHILDREN THROUGH ALL OF LIFE'S CHALLENGES 42,500
    THE UNIVERSITY OF KANSAS HEALTH SYSTEM
    4000 CAMBRIDGE STREET
    KANSAS CITY,KS66160     		N/A - NONE TAX-EXEMPT CHARITY FUND THE ADVANCED TECHNOLOGY, CLINICAL RESEARCH, NEW EQUIPMENT AND SPECIALIZED CARE THAT PATIENTS NEED EVERY DAY 10,000
    WELCOME HOUSE
    1414 E 27TH ST
    KANSAS CITY,MO64108     		N/A - NONE TAX-EXEMPT CHARITY COMMITTED TO PROVIDING A HIGH-QUALITY, MORAL, AND OPEN RESIDENTIAL PROGRAM TO RECOVERING ALCOHOLICS AND DRUG-ADDICTED MEN FACING THE DIFFICULT TRANSITION FROM TREATMENT, INCARCERATION, AND HOMELESSNESS, TO REINTEGRATION TO SOCIETY AS PRODUCTIVE CITIZENS 50,000
    MCCARTHY'S WILDLIFE SANCTUARY
    12943 61ST ST NORTH
    WEST PALM BEACH,FL33412     		N/A - NONE TAX-EXEMPT CHARITY FOR THE DIRECT CARE OF THE ANIMALS THAT LIVE AT THE SANCTUARY AND FOR THE REHABILITATION PROGRAM FOR ANY NATIVE INJURED WILDLIFE THAT IS BROUGHT TO THE SANCTUARY 10,000
    MIMI'S PANTRY
    2255 NW VIVION RD
    RIVERSIDE,MO64150     		N/A - NONE TAX-EXEMPT CHARITY BRIDGE THE GAP FOR INDIVIDUALS AND FAMILIES WHO ARE FACED WITH THE CHALLENGE OF HAVING ENOUGH NOURISHING FOOD AVAILABLE TO THEM 10,000
    Total .................................bullet 3a 1,116,750
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 61,640  
    4 Dividends and interest from securities ....          
    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 ............     		    18 287,814  
    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 1,336,400 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,336,400
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    THE MORGAN FAMILY FOUNDATION
    EIN:
    48-1024615
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    O'HALLORAN SHERMAN ASSOCIATES, LLC-ACCOUNTING FOR ACTIVITY AND 0 0 0 0
    PREPARATION OF FORM 990-PF. ASSIST WITH COMPLIANCE OF 0 0 0 0
    PRIVATE FOUNDATION RULES AND REGULATIONS. 10,970 10,970 0 0
    O'HALLORAN SHERMAN ASSOCIATES, LLC-ACCOUNTING FOR ACTIVITY AND 0 0 0 0
    PREPARATION OF FORM 990-T (DEDUCTED ON FORM 990-T). 915 0 0 0

    TY 2021 GeneralExplanationAttachment
    Name:
    THE MORGAN FAMILY FOUNDATION
    EIN:
    48-1024615
    Identifier Return Reference Explanation
    PAYMENT OF COMPENSATION TO A DISQUALIFIED PERSON--QUALIFIES FOR EXCEPTION PART VI-B ---- SELF DEALING (SECTION 4941) LINE 1A(4) ERIKA FEINGOLD IS THE SECRETARY AND ONE OF THE DIRECTORS OF THE MORGAN FAMILY FOUNDATION. SHE IS NOT ONE OF THE GRANTORS OF THE FOUNDATION. ERIKA ATTENDS NUMEROUS MEETINGS, PERFORMS ADMINISTRATIVE DUTIES AND PROVIDES INVESTMENT GUIDANCE FOR THE MORGAN FAMILY FOUNDATION, INCLUDING TAKING MINUTES AT MEETINGS, RECEIVING AND PRESENTING CHARITABLE REQUESTS TO THE OTHER DIRECTORS/OFFICERS OF THE MORGAN FAMILY FOUNDATION, RESPONDING TO THOSE REQUESTS, AND ANY OTHER TASKS THAT ARISE THROUGHOUT THE YEAR RELATED TO THE MORGAN FAMILY FOUNDATION. THE FEES FOR HER SERVICES WERE BASED ON ACTUAL TIME SPENT PERFORMING THESE DUTIES AND WERE REASONABLE AND NOT EXCESSIVE.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE MORGAN FAMILY FOUNDATION
    EIN:
    48-1024615
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AON PLC SENIOR GLOBAL NOTE DTD 2/23/16 3.875% 12/15/25 56,110 53,372
    AT&T INC GLBL NT DTD 5/28/20 2.3% 6/1/27-27 87,813 77,275
    AMERICAN EXPRESS CO SR GLBL NT DTD 10/23/17 3% 10/30/24-24 61,457 60,013
    AMERICAN INTERNATIONAL GROUP INC SR GLBL NT DTD 3/22/16 3.9% 4/1/26-26 35,100 33,970
    AMGEN INC SR GLBL NT DTD 5/22/14 3.625% 5/22/24-24 82,984 80,653
    BANK AMERICA CORP FR 3.248% 10/21/27-26 89,574 83,671
    12323.945 SHS EATON VANCE FLOATING RATE I 108,012 101,426
    GOLDMAN SACHS GROUP INC SR GLBL NT DTD 3/19/20 3.8% 3/15/30-29 58,264 48,865
    JPMORGAN SENIOR NOTE DTD 9/24/12 3.25% 9/23/22 74,284 75,752
    20179.204 SHS LORD ABBETT SHORT DURATION INCOME I 85,156 77,286
    LOWES COS INC SENIOR GLOBAL NOTE 3.1% 5/3/27-27 71,679 67,515
    ORACLE CORP SENIOR GLOBAL NOTE DTD 6/29/16 2.65% 7/15/26-26 61,605 57,929
    SALESFORCE.COM INC SR NT DTD 4/5/18 3.7% 4/11/28-28 77,520 74,261
    VMWARE INC SR GLB NT DTD 8/16/17 2.95% 8/21/22-22 67,679 59,166
    WELLS FARGO CO DTD 9/28/15 3.55% 9/29/25 102,926 97,744
    GENERAL MOTORS FINANCIAL CO INC SR GLBL NT DTD 8/20/20 1.7% 8/18/23 76,954 74,956
    DISNEY WALT CO SR GLBL NT DTD 9/6/19 2% 9/1/29 68,912 58,242
    PAYPAL HOLDINGS INC SR GLBL NT DTD 9/26/19 2.85% 10/1/29 73,563 64,563
    STARBUCKS CORP SR GLBL NT DTD 3/12/20 2.25% 3/12/30-29 71,644 61,561
    BROADCOM INC SR GLBL NT DTD 4/15/20 4.75% 4/15/29-29 64,925 56,313
    CITIGROUP INC SR GLBL FIXED TO FLOAT DTD 6/9/21 1.462% 6/9/27/26 75,620 66,946
    INTERCONTINENTAL EXCHANGE INC SR GLBL NT DTD 5/26/20 2.1% 6/15/30-30 73,996 62,608
    MORGAN STANLEY FIXED TO FLOAT DTD 4/22/21 1.593% 5/4/27-26 67,698 59,818
    3500 SPDR ICE PREFERRED SECURITIES ETF 148,786 120,820
    22182.555 SHS VANGUARD HIGH YIELD ADM 130,000 115,349
    VERIZON COMMUNICATIONS INC SR GLBL NT DTD 3/22/21 1.45% 3/20/26-26 88,180 80,383
    8806.343 SHS VANGUARD SHORT-TERM INVESTMENT ADMIRAL FUND 90,881 87,711

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE MORGAN FAMILY FOUNDATION
    EIN:
    48-1024615
    Name of Stock End of Year Book Value End of Year Fair Market Value
    7223.238 SHS INVESCO DEVELOPING MARKETS R6 295,775 264,804
    234 SHS ABBVIE INC 18,886 37,716
    102 SHS ADOBE INC 27,507 35,183
    160 SHS ALPHABET INC CL C 8,059 16,232
    1160 SHS ALPHABET INC CL A 50,508 117,148
    1094 SHS AMAZON.COM INC 76,569 105,615
    16 SHS AMERCO INC 505 1,013
    109 SHS AMERICAN TOWER CORP REIT 15,157 24,116
    171 SHS AMERIPRISE FINANCIAL INC 26,637 56,763
    45 SHS AMGEN INC 8,029 12,888
    1511 SHS APPLE INC 48,219 223,673
    103 SHS APPLIED MATERIALS INC 3,657 11,289
    52 SHS AVERY DENNISON CORP 4,783 10,053
    202 SHS BERKSHIRE HATHAWAY INC CLASS B 41,890 64,357
    18 SHS BOOKING HLDGS INC 32,230 37,430
    138 SHS BROADCOM INC 33,832 76,042
    397 SHS CSX CORP 6,203 12,978
    83 SHS CASEYS GENERAL STORES INC 9,295 20,171
    243 SHS CATERPILLAR INC 30,434 57,448
    117 SHS CHEVRON CORPORATION 8,728 21,447
    204 SHS CHURCH & DWIGHT CO INC 9,408 16,701
    1304 SHS CISCO SYSTEMS INC 51,070 64,835
    290 SHS COCA COLA CO 13,497 18,447
    284 SHS CONOCOPHILLIPS 13,224 35,077
    100 SHS COSTCO WHOLESALE CORP 16,422 53,925
    108 SHS CURTISS WRIGHT CORP 10,072 19,078
    5968.495 SHS DFA EMERGING MARKETS CORE EQUITY 131,204 124,145
    9776.138 SHS DFA US SMALL CAP 350,000 419,298
    137 SHS DANAHER CORP 11,727 37,457
    39 SHS DEERE & CO INC 4,509 17,199
    296 SHS DENTSPLY SIRONA INC 10,751 8,957
    430 SHS WALT DISNEY CO 43,460 42,084
    690 SHS DOW INC 41,077 35,169
    185 SHS ECOLAB INC 25,405 27,719
    193 SHS EMERSON ELECTRIC CO 11,336 18,484
    462 SHS ENBRIDGE INC 14,256 19,076
    177 SHS ENTERGY CORP 13,984 20,580
    449 SHS EXXON MOBIL CORP 36,245 49,992
    142 SHS META PLATFORMS INC CL A 14,916 16,770
    2351 SHS FORD MOTOR CO 23,366 32,679
    250 SHS FORTIVE CORP 15,519 16,888
    460 SHS FOX CORP CL A 14,085 14,927
    241 SHS HILLENBRAND INC 6,746 12,050
    169 SHS HOME DEPOT INC 17,733 54,754
    432 SHS HORMEL FOODS CORP 13,224 20,304
    1129 SHS HUNTINGTON BANCSHARES INC 14,296 17,477
    276 SHS INTEL CORP 9,993 8,299
    448 SHS JPMORGAN 35,523 61,905
    1618 SHS KEY CORP 30,830 30,435
    315 LKQ CORP 8,442 17,114
    48 SHS LABORATORY CORP AMERICA HLDGS 8,413 11,554
    330 SHS LEGGETT & PLATT INC 13,815 11,751
    2632.675 SHS CLEARBRIDGE INTERNATIONAL GROWTH FUND CLASS IS 132,134 147,904
    27 SHS ELI LILLY & CO 2,037 10,019
    14380.298 SHS MFS MID CAP VALUE R6 354,609 443,632
    13209.344 SHS MFS INTERNATIONAL VALUE R6 558,618 558,491
    154 SHS MAGNA INTERNATIONAL INC 9,110 9,485
    156 SHS MCDONALDS CORP 25,427 42,555
    703 SHS MERCK & CO INC 40,177 77,414
    768 SHS MICROSOFT CORP 68,824 195,948
    97 SHS NORTHROP GRUMMAN CORP 29,119 51,729
    170 SHS NOVARTIS A G SPONSORED ADR 12,527 15,225
    878 SHS NVIDIA CORPORATION 50,102 148,584
    245 SHS PNC FINANCIAL SERVICES GROUP INC 32,741 41,224
    319 SHS PAYPAL HOLDINGS INC 55,314 25,013
    360 SHS PEPSICO INC 38,666 66,784
    200 SHS PHILIP MORRIS INTERNATIONAL INC 17,751 19,934
    243 SHS PROCTOR & GAMBLE CO 18,777 36,246
    543 SHS RAYTHEON TECHNOLOGIES CORP 37,614 53,605
    576 SHS REGIONS FINANCIAL CORP 7,715 13,369
    3782.9 SHS T ROWE PRICE MID-CAP GROWTH I 350,000 362,024
    233 SHS SALESFORCE.COM INC 25,624 37,338
    283 SHS SCHLUMBERGER 10,799 14,589
    142 SHS CHARLES SCHWAB CORPORATION 5,478 11,721
    6500 SHS SCHWAB US LARGE CAP GROWTH ETF 237,294 394,095
    151 SHS SONOCO PRODUCTS 7,157 9,267
    300 SHS SOUTHERN COMPANY 13,890 20,292
    250 SHS STARBUCKS CORP 13,794 25,550
    103 SHS THERMO FISHER SCIENTIFIC INC 19,676 57,703
    117 SHS TRAVELERS COMPANIES INC 15,163 22,208
    308 SHS US BANCORP 14,938 13,980
    194 SHS UNION PACIFIC CORP 24,448 42,181
    66 SHS UNITED PARCEL SERVICE INC CL B 7,322 12,522
    178 SHS UNITEDHEALTH GROUP INC 35,802 97,501
    1100 SHS VANGUARD REIT ETF 98,955 96,888
    435 SHS VERIZON COMMUNICATIONS INC 20,757 16,956
    530 SHS PARAMOUNT GLOBAL CL B 15,255 10,642
    206 SHS VISA INC CL A 19,395 44,702
    382 SHS WALMART INC 35,788 58,224
    85 SHS WASTE MANAGEMENT INC 6,467 14,256
    660 SHS WILLIAMS COS INC 12,443 22,902
    229 SHS EATON CORP PLC 16,889 37,430
    444 SHS MEDTRONIC PLC 38,420 35,094
    355 SHS CHUBB LIMITED 47,723 77,954
    347 SHS TE CONNECTIVITY LTD 32,163 43,764
    106607 SHS VALLEY VIEW BANCSHARES 3,454,067 6,248,236
    167 SHS BOOZ ALLEN HAMILTON HOLDING CORP CL A 13,548 17,769
    157 SHS HONEYWELL INTERNATIONAL INC 34,304 34,469
    106 SHS INTL FLAVORS & FRAGRANCES INC 12,921 11,217
    202 SHS PINNACLE WEST 16,160 15,821
    77 SHS QUALCOMM INC 10,501 9,740
    177 SHS TESLA MOTORS INC 63,335 34,462
    144 SHS AMERCO INC SER N 4,912 9,096
    86 SHS CANADIAN PACIFIC RAILWAY LTD 3,520 7,044
    96 SHS FIDELITY NATL INFORMATION SVCS 11,064 6,968
    107 SHS MCCORMICK & CO INC 8,735 9,114
    141 SHS WARNER BROS DISCOVERY INC SER A 4,324 1,607

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    THE MORGAN FAMILY FOUNDATION
    EIN:
    48-1024615
    US Government Securities - End of Year Book Value:

    1,278,587
    US Government Securities - End of Year Fair Market Value:

    1,193,645
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE MORGAN FAMILY FOUNDATION
    EIN:
    48-1024615
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    3750 SHS ISHARES GOLD TRUST ETF AT COST 103,125 126,000

    TY 2021 LegalFeesSchedule
    Name:
    THE MORGAN FAMILY FOUNDATION
    EIN:
    48-1024615
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SPENCER FANE LLP - REVIEW OF 990-PF AND LEGAL ADVICE REGARDING COMPLIANCE 0 0 0 0
    WITH PRIVATE FOUNDATION RULES AND REGULATIONS 1,294 1,294 0 0


    TY 2021 OtherAssetsSchedule
    Name:
    THE MORGAN FAMILY FOUNDATION
    EIN:
    48-1024615
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INVESTMENT - H-M JOINT VENTURE 733,098 609,022 637,192


    TY 2021 OtherExpensesSchedule
    Name:
    THE MORGAN FAMILY FOUNDATION
    EIN:
    48-1024615
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AMORTIZATION - H-M JOINT VENTURE 326 326 0 0
    BANK CHARGES 111 111 0 0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE MORGAN FAMILY FOUNDATION
    EIN:
    48-1024615
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES - MIDWEST TRUST 51,129 51,129 0 0
    REGISTERED AGENT FEE 121 121 0 0


    TY 2021 TaxesSchedule
    Name:
    THE MORGAN FAMILY FOUNDATION
    EIN:
    48-1024615
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    KS ANNUAL REPORT 40 40 0 0
    FOREIGN TAXES PAID ON INVESTMENT INCOME 1,049 1,049 0 0
    FEDERAL EXCISE TAX ON INVESTMENT INCOME 30,000 0 0 0