Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$6,281,052J 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 right arrow.............
3 Interest on savings and temporary cash investments 79 79  
4 Dividends and interest from securities... 213,141 206,510  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 122,360
b Gross sales price for all assets on line 6a 594,615
7 Capital gain net income (from Part IV, line 2)... 122,360
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........ 335,580 328,949  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 14,000 14,000   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,775 5,775   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
34,640 34,640   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,687 3,687   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
List of Attached Documents:
// Content
385 336   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 58,487 58,438   0
25 Contributions, gifts, grants paid....... 300,000 300,000
26 Total expenses and disbursements. Add lines 24 and 25 358,487 58,438   300,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -22,907
b Net investment income (if negative, enter -0-) 270,511
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 117,553 156,883 156,883
2 Savings and temporary cash investments......... 31,913 93,630 93,630
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,422,559 Click to see attachment
List of Attached Documents:
// Content
1,428,920 		2,544,393
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,952,625 Click to see attachment
List of Attached Documents:
// Content
2,522,112 		3,126,195
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
59,753 		Click to see attachment
List of Attached Documents:
// Content
359,951 		Click to see attachment
List of Attached Documents:
// Content
359,951
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,584,403 4,561,496 6,281,052
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 4,584,403 4,561,496
29 Total net assets or fund balances (see instructions)..... 4,584,403 4,561,496
30 Total liabilities and net assets/fund balances (see instructions). 4,584,403 4,561,496
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
4,584,403
2
Enter amount from Part I, line 27a .....................
2
-22,907
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,561,496
5
Decreases not included in line 2 (itemize) right arrow
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
4,561,496
Form 990-PF (2023)
Form 990-PF (2023)
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 481.159 SHS JH SMALL CAP CORE R6 P 2021-12-27 2023-05-25
b 432.307 SHS MFS MUNI LIMITED MATURITY R6 P 2021-05-24 2023-05-25
c 6.307 SHS MFS MUNI LIMITED MATURITY R6 P   2023-05-25
d 40 SHS NVIDIA CORP P   2023-05-25
e 2062.15 SHS PGIM SHORT TERM CORP BOND R6 P   2023-05-25
200 SHS PARAMOUNT GLOBAL P   2023-05-25
206.739 SHS AMERICAN HIGH-INC MUNI BD FD 3 P   2023-05-25
16 SHS COINBASE GLOBAL INC P 2021-04-22 2023-05-25
298.773 SHS DFA INTL SUSTAIN CORE P 2021-05-24 2023-05-25
85.533 SHS AMERICAN INVEST CO OF AMERICA F3 P 2021-12-27 2023-05-25
85.049 SHS JP MORGAN EQUITY INCOME R6 P 2021-12-27 2023-05-25
172.838 SHS JH INVESTMENT GRADE BOND R6 P 2021-05-24 2023-05-25
39.476 SHS AMERICAN HIGH-INC MUNI BD F3 P   2023-05-25
2.895 SHS DFA INTL SUSTAIN CORE P 2023-03-30 2023-05-25
46.382 SHS JP MORGAN EQUITY INCOME R6 P   2023-05-25
55.345 SHS JH INVESTMENT GRADE BOND R6 P   2023-05-25
46.934 SHS MFS MUNI LIMITED MATURITY P   2023-05-25
63.572 SHS PGIM SHORT TERM CORP BOND P   2023-05-25
693.415 SHS DFA US MICRO CAP I P   2023-10-24
2340.037 SHS DFA US SMALL CAP VALUE P   2023-10-24
561 SHS VANGUARD TOTAL STOCK P   2023-10-24
1184.781 SHS DFA EMERGING MARKETS P   2023-12-19
794.614 SHS DFA US MICRO CAP P   2023-12-19
467.73 SHS DFA US SMALL CAP VALUE P   2023-12-19
171 SHS ISHARES CORE MSCI P   2023-12-19
228 SHS ISHARES CORE S & P 500 P   2023-12-19
324 SHS ISHARES MSCI EAFE SMALL P   2023-12-19
524 SHS SCHWAB INTERNATIONAL P   2023-12-19
242 SHS VANGUARD MID CAP ETF P   2023-12-19
81 SHS VANGUARD TOTAL STOCK P   2023-12-19
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 6,669   8,218 -1,549
b 3,355   3,627 -272
c 49   53 -4
d 15,431   3,487 11,944
e 21,096   23,082 -1,986
2,791   4,813 -2,022
2,985   3,518 -533
911   4,891 -3,980
3,415   4,019 -604
3,803   4,442 -639
1,805   2,028 -223
1,556   1,882 -326
570   585 -15
33   33 0
984   1,054 -70
498   515 -17
364   368 -4
650   653 -3
15,353   17,662 -2,309
89,346   88,573 773
117,060   83,931 33,129
26,448   28,245 -1,797
20,783   18,164 2,619
20,953   15,278 5,675
8,659   9,875 -1,216
109,095   62,258 46,837
19,890   17,445 2,445
19,044   16,382 2,662
56,315   35,056 21,259
19,263   12,118 7,145
5,441     5,441
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       -1,549
b       -272
c       -4
d       11,944
e       -1,986
      -2,022
      -533
      -3,980
      -604
      -639
      -223
      -326
      -15
      0
      -70
      -17
      -4
      -3
      -2,309
      773
      33,129
      -1,797
      2,619
      5,675
      -1,216
      46,837
      2,445
      2,662
      21,259
      7,145
      5,441
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 2 122,360
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
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 right arrow 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) 1 3,760
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 3,760
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 3,760
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,600
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 2,600
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,160
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowKS
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowAMANDA K MORGAN Telephone no.right arrow (913) 851-8385

Located atright arrow11709 ROE AVE STE D138LEAWOODKS ZIP+4right arrow66211
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
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 		14,000 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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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 - REFER TO PART XIV - 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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
5,890,644
b
Average of monthly cash balances.......................
1b
230,570
c
Fair market value of all other assets (see instructions)................
1c
34,846
d
Total (add lines 1a, b, and c).........................
1d
6,156,060
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
6,156,060
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
92,341
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,063,719
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
303,186
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
303,186
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,760
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,760
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
299,426
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
299,426
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
299,426
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
300,000
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
300,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 299,426
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 288,289
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 300,000
a Applied to 2022, but not more than line 2a 288,289
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 2023 distributable amount..... 11,711
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		287,715
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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

THE TEMPLE CONGREGATION B'NAI JEHUDAH

12320 NALL
OVERLAND PARK,KS66209 		N/A TAX-EXEMPT CHARITY SUPPORT RELIGIOUS MISSION OF SYNAGOGUE 60,000

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

DENVER ART MUSEUM

100 W 14TH AVENUE PARKWAY
DENVER,CO80204 		N/A TAX-EXEMPT CHARITY TO WORK TOGETHER TO BUILD A WORLD WHERE ART SPARKS CREATIVITY AND CONNECTS, INSPIRES AND EMPOWERS PEOPLE AND COMMUNITIES 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 6,000

STARLIGHT THEATRE ASSOCIATION OF KANSAS CITY

4600 STARLIGHT ROAD
KANSAS CITY,MO64132 		N/A TAX-EXEMPT CHARITY TO CONNECT OUR COMMUNITY THROUGH LIVE ARTS EXPERIENCES THAT ENTERTAIN, INSPIRE AND ENGAGE.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 10,000

FRIEND OF THE CCAR

355 LEXINGTON AVENUE 8TH FLOOR
NEW YORK,NY10017 		N/A TAX-EXEMPT CHARITY TO SUPPORT AND STRENGTHEN REFORM RABBIS SO THAT THE MEMBERS, THEIR COMMUNITIES, AND REFORM JEWISH VALUES THRIVE 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 40,000

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 45,000

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 10,000

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 19,000

HOPE HAVEN RWANDA

2417 N PERRY PARK ROAD
SEDALIA,CO80135 		N/A TAX-EXEMPT CHARITY TO TRANSFORM MURINDI RWANDA BY PROVIDING CHILDREN IN POVERTY WITH AN EXCEPTIONAL PRIMARY SCHOOL EDUCATION AND AN UNDERSTANDING OF JESUS CHRIST 15,000

JEWISH COMMUNITY RELATIONS BUREAUAMERICAN JEWISH COMMITTEE

5801 WEST 115TH ST
LEAWOOD,KS66211 		N/A TAX-EXEMPT CHARITY TO SERVE AS A PREMIER AND INFLUENTIAL ADVOCATE FOR COMBATING ANTISEMITISM AND PURSURING JUSTICE 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 5,000

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 25,000

BRANDEIS UNIVERSITY

415 SOUTH STREET
WALTHAM,MA02453 		N/A TAX-EXEMPT CHARITY ADVANCEMENT OF THE HUMANITIES, ARTS AND SOCIAL, NATURAL AND PHYSICAL SCIENCES. PREPARE STUDENTS FOR FULL PARTICIPATION IN A CHANGING SOCIETY, CAPABLE OF PROMOTING THEIR OWN WELFARE, YET REMAIN DEEPLY CONCERNED ABOUT THE WELFARE OF OTHERS 25,000

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
Total .................................right arrow 3a 300,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 79  
4 Dividends and interest from securities ....     14 213,141  
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 ............ 		    18 122,360  
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) .. 0 335,580 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
335,580
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 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. 5,775 5,775   0

TY 2023 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 2023 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 2,157,035
455 SHS BERKSHIRE HATHAWAY INC 68,343 162,280
45 SHS AMERICAN TOWER CORP REIT 11,904 9,715
75 SHS CHEVRON CORP 7,390 11,187
110 SHS DUKE ENERGY CORP NEW 9,739 10,674
200 SHS FMC CORPORATION NEW 20,450 12,610
125 SHS IBM 15,372 20,444
200 SHS KRAFT HEINZ CO 6,364 7,396
300 SHS LKQ CORP 11,306 14,337
25 SHS LOCKHEED MARTIN CORP 9,363 11,331
100 SHS LOWES COMPANIES INC 18,630 22,255
64 SHS MEDTRONIC PLC 6,183 5,272
20 SHS NVIDIA CORP 1,743 9,904
125 SHS STARBUCKS CORP 9,614 12,001
150 SHS PARAMOUNT GLOBAL (FORMERLY VIACOMCBS INC) 3,592 2,219
75 SHS WALT DISNEY CO 9,583 6,772
75 SHS PEPSICO INC 10,722 12,738
100 SHS AMAZON COM INC 16,945 15,194
14 SHS KYNDRYL HLDGS INC 359 291
250 SHS SOUTHWEST AIRLINES CO 10,433 7,220
50 SHS UNITED PARCEL SERVICE INC CL B 9,967 7,862
100 SHS ALLSTATE CORP 11,144 13,998
20 SHS ELI LILY & CO 8,408 11,658

TY 2023 InvestmentsOtherSchedule2
Name:
MORGAN FAMILY LEGACY FOUNDATION
EIN:
47-5638410
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
1440 SHS ISHARES CORE S & P 500 ETF AT COST 310,797 687,787
1855 SHS ISHARES CORE US AGGBD ET ETF AT COST 201,508 184,109
8578 SHS VANGUARD FTSE DEV MKT ETF AT COST 318,063 410,886
953 SHS VANGUARD INT-TERM CORP ETF AT COST 81,301 77,460
577 SHS VANGUARD MID CAP ETF AT COST 73,891 134,233
328 SHS ISHARES TRUST 3 7 YR TREAS BD ETF AT COST 40,257 38,419
5610 SHS SCHWAB STRATEGIC TR US REIT ETF AT COST 116,023 116,183
136 SHS WISDOMTREE TRUST EMG MKTS SMCAP ETF AT COST 5,651 6,789
1695 SHS VANGUARD TOTAL BND MRKT ETF AT COST 149,779 124,667
400 SHS SPDR BLOOMBERG INTERNATIONAL TREASURY BD ETF AT COST 11,426 9,272
300 SHS SPDR S & P 400 MID CAP VALUE ETF AT COST 16,001 22,014
50 SHS SPDR S & P 500 EFT TR UNIT SER I AT COST 19,160 23,765
1370.453 SHS AMERICAN BOND FUND OF AMERICA AT COST 18,575 15,747
1207.48 SHS AMERICAN HIGH-INCOME MUNICIPAL BOND CI F3 AT COST 19,240 18,064
173.65 SHS FRANKLIN DYNATECH CI R6 AT COST 21,705 24,627
1731.155 SHS PGIM TOTAL RETURN BOND AT COST 24,737 20,878
403.66 SHS AMERICAN INVESTMENT CO OF AMERICA CL F3 AT COST 20,624 20,328
1521.402 SHS DFA INTERNATIONAL SUSTAINABILITY CORE 1 CL 1 AT COST 20,039 18,622
2039.81 SHS JOHN HANCOCK INVESTMENT GRADE BOND CI R6 AT COST 21,961 18,685
876.648 SHS JOHN HANCOCK SMALL CAP CORE CL R6 AT COST 14,912 13,807
1151.679 SHS JPMORGAN EQUITY INCOME CI R6 AT COST 27,406 26,466
2357.023 SHS MFS MUNICIPAL LIMITED MATURITY AT COST 19,698 18,714
6883.194 SHS BLACKROCK MANAGED INCOME FUND AT COST 70,275 64,633
2681.424 SHS BLACKROCK HIGH YIELD MUNICIPAL FUND INVESTOR AT COST 27,245 23,891
3812.413 SHS BLACKROCK SHORT TERM MUNICIPAL FUND INVESTOR AT COST 38,793 37,743
11817.695 SHS BLACKROCK NATIONAL MUNICIPAL FUND INVESTOR AT COST 133,129 120,659
3711.098 SHS DFA EMERGING MARKETS SMA (DEMSX) AT COST 75,368 84,687
2555.394 SHS DFA INTERNATIONAL SMALL CO (DFISX) AT COST 50,211 49,345
4188.371 SHS DFA US MICRO CAP (DFSCX) AT COST 82,359 110,070
2440.318 SHS DFA US SMALL CAP VALUE (DFSVX) AT COST 63,814 109,668
5287 SHS ISHARES CORE MSCI (IEMG) AT COST 248,643 267,416
925 SHS ISHARES MSCI EAFE SMALL (SCZ) AT COST 46,796 57,258
287 SHS SCHWAB INTERNATIONAL (SCHF) AT COST 8,973 10,608
2231 SHS SPDR PORTFOLIO S & P 400 (SPMD) AT COST 74,880 108,694
84 SHS SPDR SHORT TERM (SPSB) AT COST 2,482 2,502
36 SHS VANGUARD INTERMEDIATE TRM (VGIT) AT COST 2,179 2,136
450 SHS SCHWAB US AGGREGATE BOND EXCHANGE TRADED FUND (SCHZ) AT COST 20,671 20,979
300 SHS VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF (VCIT) AT COST 23,540 24,384

TY 2023 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-EDWARD JONES 1,323 1,521 1,521
DIVIDENDS DUE-SECURITY BANK 58,430 58,430 58,430
INVESTMENT-TEPHRA DIGITAL ASSETS FUND LP 0 300,000 300,000


TY 2023 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 336 336   0
MISCELLANEOUS EXPENSE 49 0   0


TY 2023 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 21,876 21,876   0
INVESTMENT FEES-EDWARD JONES 5,297 5,297   0
INVESTMENT FEES-CHARLES SCHWAB 7,467 7,467   0


TY 2023 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 3,647 3,647   0
TAXES AND LICENSES-KANSAS ANNUAL REPORT 40 40   0