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
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 12-01-2022 , and ending 11-30-2023
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 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$18,168,508J 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 81,492 81,492  
4 Dividends and interest from securities... 487,708 487,708  
5a Gross rents............ 98,935 98,935  
b Net rental income or (loss) 98,935
6a Net gain or (loss) from sale of assets not on line 10 223,599
b Gross sales price for all assets on line 6a 1,829,577
7 Capital gain net income (from Part IV, line 2)... 223,599
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........ 891,734 891,734 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
List of Attached Documents:
// Content
120 120 0 0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,945 9,350 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
48,784 48,784 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,945 945 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
List of Attached Documents:
// Content
72 10 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 87,866 79,209 0 0
25 Contributions, gifts, grants paid....... 794,500 794,500
26 Total expenses and disbursements. Add lines 24 and 25 882,366 79,209 0 794,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 9,368
b Net investment income (if negative, enter -0-) 812,525
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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......... 821,962 792,066 792,066
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) 1,278,587 Click to see attachment
List of Attached Documents:
// Content
1,460,709 		1,382,024
b Investments—corporate stock (attach schedule)....... 8,035,744 Click to see attachment
List of Attached Documents:
// Content
7,695,297 		12,949,901
c Investments—corporate bonds (attach schedule)....... 2,151,322 Click to see attachment
List of Attached Documents:
// Content
1,911,807 		1,808,361
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).......... 103,125 Click to see attachment
List of Attached Documents:
// Content
540,296 		583,587
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
609,022 		Click to see attachment
List of Attached Documents:
// Content
608,955 		Click to see attachment
List of Attached Documents:
// Content
652,569
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,999,762 13,009,130 18,168,508
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........ 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 -6,882,307 -6,872,939
29 Total net assets or fund balances (see instructions)..... 12,999,762 13,009,130
30 Total liabilities and net assets/fund balances (see instructions). 12,999,762 13,009,130
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
12,999,762
2
Enter amount from Part I, line 27a .....................
2
9,368
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
13,009,130
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
13,009,130
Form 990-PF (2022)
Form 990-PF (2022)
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 141 SHS WARNER BROS DISCOVERY INC SER A P   2022-12-22
b 444 SHS MEDTRONIC PLC P   2022-12-22
c SALESFORCE INC SR NT DTD 4/5/18 3.7% 4/11/28-28 P   2023-01-17
d 12323.945 SHS EATON VANCE FLOATING RATE I P   2023-02-17
e 8806.343 SHS VANGUARD SHORT-TERM INVESMENT ADMIRAL FUND P   2023-02-17
500 SHS SCHWAB US LARGE CAP GROWTH ETF P   2023-02-21
22182.555 SHS VANGUARD HIGH YIELD ADM P   2023-03-27
US TREASURY NOTE 2.125% 11/30/23 P   2023-04-26
1618 SHS KEYCORP P   2023-05-15
276 SHS INTEL CORP P   2023-06-23
DISNEY WALT CO SR GLBL NT DTD 9/6/19 2% 9/1/29-29 P   2023-07-10
330 SHS LEGGETT & PLATT INC P   2023-07-20
US TREASURY NOTE 2.125% 11/30/23 P   2023-05-17
100 SHS NVIDIA CORPORATION P   2023-05-26
3 SHS ELI LILLY & CO P   2023-09-21
15 SHS APPLE INC P   2023-09-21
.67 SH VERALTO CORP P   2023-10-05
45 SH VERALTO CORP P   2023-10-10
418 SHS FOX CORP CL A P   2023-10-11
19 SHS SANDOZ GROUP AG ADR P   2023-10-12
.8 SH SANDOZ GROUP AG ADR P   2023-10-12
76 SHS DISNEY WALT CO P   2023-11-30
VMWARE INC SR GLBL NT DTD 8/2/21 1.8% 8/15/28-28 P   2023-11-30
3500 SHS SPDR ICE PREFERRED SECURITIES ETF P   2023-11-07
65 SHS CHURCH & DWIGHT CO INC P   2023-08-04
21 SHS WASTE MANAGEMENT INC P   2023-08-04
100 SHS COCA COLA CO P   2023-08-04
35 SHS BERKSHIRE HATHAWAY INC CLASS B P   2023-08-04
72 SHS MAGNA INTERNATIONAL INC P   2023-08-04
42 SHS FOX CORP CL A P   2023-08-04
35 SHS CASEYS GENERAL STORES INC P   2023-08-04
8 SHS LABORATORY CORP AMERICA HLDGS P   2023-08-04
38 SHS APPLE INC P   2023-08-04
11 SHS UNITEDHEALTH GROUP INC P   2023-08-04
23 SHS RAYTHEON TECHNOLOGIES CORP P   2023-08-04
147 SHS HORMEL FOODS CORP P   2023-08-04
54 SHS CURTISS WRIGHT CORP P   2023-08-04
7 SHS AVERY DENNISON CORP P   2023-08-04
62 SHS LKQ CORP P   2023-08-04
14 SHS AMGEN INC P   2023-08-04
110 SHS SOUTHERN COMPANY P   2023-08-04
38 SHS TRAVELERS COMPANIES P   2023-08-04
56 SHS REGIONS FINANCIAL CORP P   2023-08-04
11 SHS WALMART INC P   2023-08-04
61 SHS CHARLES SCHWAB CORPORATION P   2023-08-04
23 SHS EATON CORP PLC P   2023-08-04
59 SHS PAYPAL HOLDINGS INC P   2023-08-04
31 SHS CHUBB LIMITED P   2023-08-04
165 SHS SCHLUMBERGER P   2023-08-04
68 SHS HILLENBRAND P   2023-08-04
28 SHS SONOCO PRODUCTS P   2023-08-04
40 SHS ENTERGY CORP P   2023-08-04
7 SHS ACCENTURE PLC P   2023-08-04
51 SHS EMERSON ELECTRIC CO P   2023-08-04
84 SHS BOOZ ALLEN HAMILTON HOLDING CORP CL A P   2023-08-04
26 SHS MCCORMICK & CO INC P   2023-08-04
16 SHS U-HAUL HOLDING CO P   2023-08-04
15 SHS ELI LILLY & CO P   2023-08-04
75 SHS PINNACLE WEST P   2023-08-04
20 SHS SALESFORCE INC P   2023-08-04
76 SHS CSX CORP P   2023-08-04
15 SHS DEERE & CO INC P   2023-08-04
76 SHS ENBRIDGE INC P   2023-08-04
9 SHS UNITED PARCEL SERVICE INC CL B P   2023-08-04
20 SHS APPLIED MATERIALS INC P   2023-08-04
13 SHS MICROSOFT CORP P   2023-08-04
13 SHS MCDONALDS CORP P   2023-08-04
64 SHS CISCO SYSTEMS INC P   2023-08-04
61 SHS PHILIP MORRIS INTERNATIONAL INC P   2023-08-04
18 SHS PROCTOR & GAMBLE CO P   2023-08-04
55 SHS CHEVRON CORPORATION P   2023-08-04
51 SHS ABBVIE INC P   2023-08-04
308 SHS WILLIAMS COS INC P   2023-08-04
71 SHS NOVARTIS A G SPONSORED ADR P   2023-08-04
31 SHS MERCK & CO INC P   2023-08-04
74 SHS MICROSOFT CORP P   2023-08-08
17 SHS NVIDIA CORPORATION P   2023-08-08
68 SHS AMERIPRISE FINANCIAL INC P   2023-08-08
50 SHS BROADCOM INC P   2023-08-08
13089.005 SHS LORD ABBETT SHORT DURATION INCOME I P   2023-08-08
500 SHS SCHWAB US LARGE CAP GROWTH ETF P   2023-08-11
248.732 SHS T ROWE PRICE MID-CAP GROWTH I P   2023-08-14
663.57 SHS MFS MID CAP VALUE R6 P   2023-08-14
GENERAL MOTORS FINANCIAL CO INC SR GLBL NT DTD 8/20/20 1.7% P   2023-08-18
US TREASURY NTS DTD 3/19/20 .625% 3/31/27 P   2023-08-22
AMERICAN INTERNATIONAL GROUP INC SR GLBL NT DTD 3/22/16 3.9% 4/1/26-26 P   2023-08-23
100 SHS NVIDIA CORPORATION P   2023-08-28
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 1,256   4,324 -3,068
b 33,845   38,420 -4,575
c 75,459   77,485 -2,026
d 103,151   108,012 -4,861
e 87,887   90,881 -2,994
31,600   20,208 11,392
114,462   130,000 -15,538
103,335   104,869 -1,534
14,672   30,830 -16,158
9,197   9,993 -796
57,847   68,922 -11,075
9,890   13,815 -3,925
93,560   93,873 -313
30,452   16,026 14,426
1,724   226 1,498
2,687   574 2,113
50   20 30
3,332   1,347 1,985
12,877   12,610 267
521   373 148
22   16 6
7,020   6,538 482
61,654   68,610 -6,956
112,279   148,786 -36,507
6,289   2,998 3,291
3,431   1,598 1,833
6,193   4,861 1,332
12,311   8,238 4,073
4,526   4,783 -257
1,396   1,474 -78
8,620   4,664 3,956
1,716   1,206 510
7,320   1,651 5,669
5,553   3,249 2,304
1,963   2,115 -152
6,075   4,529 1,546
10,242   5,036 5,206
1,294   651 643
3,400   1,662 1,738
3,222   2,588 634
7,812   5,313 2,499
6,497   4,930 1,567
1,131   766 365
1,745   1,595 150
3,991   4,006 -15
5,028   1,792 3,236
4,327   11,998 -7,671
6,374   4,397 1,977
9,484   6,296 3,188
3,451   1,911 1,540
1,620   1,352 268
4,052   3,836 216
2,220   2,210 10
4,845   2,995 1,850
10,389   7,049 3,340
2,288   2,123 165
933   505 428
6,815   1,131 5,684
6,197   6,178 19
4,407   3,394 1,013
2,501   1,245 1,256
6,459   1,734 4,725
2,743   2,593 150
1,646   1,026 620
2,943   710 2,233
4,262   1,450 2,812
3,763   2,443 1,320
3,365   2,911 454
5,976   6,211 -235
2,820   1,645 1,175
8,788   4,161 4,627
7,615   4,325 3,290
10,368   6,040 4,328
7,294   5,232 2,062
3,276   2,265 1,011
24,254   7,622 16,632
7,576   1,023 6,553
23,437   10,986 12,451
43,915   12,420 31,495
50,000   50,430 -430
37,420   18,395 19,025
25,000   23,990 1,010
20,000   16,563 3,437
77,000   77,000 0
117,366   132,827 -15,461
33,630   35,023 -1,393
47,649   3,870 43,779
102,575     102,575
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       -3,068
b       -4,575
c       -2,026
d       -4,861
e       -2,994
      11,392
      -15,538
      -1,534
      -16,158
      -796
      -11,075
      -3,925
      -313
      14,426
      1,498
      2,113
      30
      1,985
      267
      148
      6
      482
      -6,956
      -36,507
      3,291
      1,833
      1,332
      4,073
      -257
      -78
      3,956
      510
      5,669
      2,304
      -152
      1,546
      5,206
      643
      1,738
      634
      2,499
      1,567
      365
      150
      -15
      3,236
      -7,671
      1,977
      3,188
      1,540
      268
      216
      10
      1,850
      3,340
      165
      428
      5,684
      19
      1,013
      1,256
      4,725
      150
      620
      2,233
      2,812
      1,320
      454
      -235
      1,175
      4,627
      3,290
      4,328
      2,062
      1,011
      16,632
      6,553
      12,451
      31,495
      -430
      19,025
      1,010
      3,437
      0
      -15,461
      -1,393
      43,779
      102,575
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 2 223,599
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 (2022)
Form 990-PF (2022)
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 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 11,294
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 11,294
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 11,294
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 16,501
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 7,500
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 24,001
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 12,707
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow12,707 Refundedright arrow 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. 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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrowN/A
14
The books are in care ofright arrowMARK A MORGAN Telephone no.right arrow (913) 831-2996

Located atright arrow4600 COLLEGE BOULEVARD SUITE 102OVERLAND PARKKS 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 2022, 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
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
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...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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 - 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 (2022)
Form 990-PF (2022)
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
15,876,867
b
Average of monthly cash balances.......................
1b
940,965
c
Fair market value of all other assets (see instructions)................
1c
949,680
d
Total (add lines 1a, b, and c).........................
1d
17,767,512
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
17,767,512
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
266,513
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
17,500,999
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
875,050
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
875,050
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
11,294
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
11,294
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
863,756
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
863,756
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
863,756
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
794,500
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
794,500
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 863,756
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021...... 38,452
f Total of lines 3a through e ........ 38,452
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 794,500
a Applied to 2021, but not more than line 2a 0
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 2022 distributable amount..... 794,500
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 38,452 38,452
(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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		30,804
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 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, 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) 2022 (b) 2021 (c) 2020 (d) 2019
         
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:
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 (2022)
Form 990-PF (2022)
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 5,000

BRA COUTURE KC

4504 NE DE LA MAR COURT
LEES SUMMIT,MO64064 		N/A - NONE TAX-EXEMPT CHARITY TO PROVIDE LIFE-EMPOWERING SERVICES TO UNINSURED AND UNDERINSURED INDIVIDUALS IN THE GREATER KANSAS CITY AREA WHO HAVE BEEN TOUCHED BY ALL CANCERS 12,500

CARE BEYOND THE BOULEVARD

3150 FIBERGLASS ROAD
KANSAS CITY,KS66115 		N/A - NONE TAX-EXEMPT CHARITY TO PROVIDE HIGH-QUALITY MEDICAL AND MENTAL HEALTH CARE AND SUPPORT TO THE HOMELESS AND UNDER-SERVED POPULATIONS OF KANSAS CITY OUTSIDE THE BOUNDS OF TRADITIONAL HEALTH CARE SETTINGS, BECOMING A FORCE FOR HEALTH CARE EQUALITY AND SOCIAL CHANGE 5,000

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 10,000

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

CHURCH OF THE RESURRECTION

13720 ROE AVE
LEAWOOD,KS66224 		N/A - NONE TAX-EXEMPT CHARITY OUR PURPOSE IS TO BUILD A CHRISTIAN COMMUNITY WHERE NON-RELIGIOUS AND NOMINALLY RELIGIOUS PEOPLE ARE BECOMING DEEPLY COMMITTED CHRISTIANS 10,000

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 25,000

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 25,000

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

CONGREGATION BETH TEFILLAH

6529 E SHEA BLVD
SCOTTSDALE,AZ85254 		N/A - NONE TAX-EXEMPT CHARITY TO SERVE AS A "HOUSE OF PRAYER AND A SPIRITUAL LIGHTHOUSE TO EVERY JEWISH MAN, WOMAN AND CHILD, REGARDLESS OF BACKGROUND, AFFILIATION AND/OR LEVEL OF OBSERVANCE 10,000

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 15,000

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

HAWAI'I COMMUNITY FOUNDATION

827 FORT STREET MALL
HONOLULU,HI96813 		N/A - NONE TAX-EXEMPT CHARITY TO INSPIRE GENEROSITY, ADVOCATE FOR EQUITY, FORGE CONNECTIONS AND INVEST IN COMMUNITY TO CREATE A BETTER HAWAI'I 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 25,000

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 40,000

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 36,000

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 60,000

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 5,000

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

JEWISH WAR VETERANS

1811 R ST NW
WASHINGTON,DC20009 		N/A - NONE TAX-EXEMPT CHARITY TO DEFEND THE RIGHTS AND BENEFITS OF ALL SERVICE MEMBERS AND VETERANS, COMBATS ANTISEMITISM, AND SUPPORT THE STATE OF ISRAEL 1,000

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 10,000

KANSAS CITY KANSAS COMMUNITY COLLEGE

7250 STATE AVE
KANSAS CITY,KS66112 		N/A - NONE TAX-EXEMPT CHARITY TO INSPIRE INDIVIDUALS & ENRICH OUR COMMUNITY ONE STUDENT AT A TIME 50,000

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

PALM BEACH ZOO

1301 SUMMIT BLVD
WEST PALM BEACH,FL33405 		N/A - NONE TAX-EXEMPT CHARITY TO INSPIRE PEOPLE TO ACT ON BEHALF OF WILDLIFE AND THE NATURAL WORLD 1,000

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

SEA TURTLE ADVENTURES

235 SW 6TH AVE
BOYNTON BEACH,FL33435 		N/A - NONE TAX-EXEMPT CHARITY TO CONSERVE LOCAL POPULATIONS OF SEA TURTLES, EDUCATE THE PUBLIC ABOUT THE MARINE ENVIRONMENT, AND PROVIDE NATURE-BASED PROGRAMS AND LIFE SKILLS TRAINING TO ADULTS WITH DISABILITIES 10,000

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

TEMPLE AM SHOLOM

840 VERNON AVENUE
GLENCOE,IL60022 		N/A - NONE TAX-EXEMPT CHARITY TO ENGAGE, ENLIGHTEN, EMBRACE AND EDUCATE OUR MEMBERS IN WAYS THAT BUILD A SENSE OF COMMUNITY, WHILE RESPECTING INDIVIDUAL FORMS OF EXPRESSION AND BELIEF 10,000

WILDWOOD OUTDOOR EDUCATION CENTER

7095 W 399TH ST
LACYGNE,KS66040 		N/A - NONE TAX-EXEMPT CHARITY TO BRING KIDS OUTSIDE TO LEARN AND GROW TOGETHER, TRANSFORMING SUMMER INTO A SEASON OF LEARNING, YOUTH DEVELOPMENT, AND OUTDOOR ADVENTURE FOR LOW-INCOME KANSAS CITY AREA YOUTH 5,000

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

BREATH IN ME LIFE IN YOU

3805 SW EVERGREEN ROAD
LEES SUMMIT,MO64082 		N/A - NONE TAX-EXEMPT CHARITY TO RAISE AWARENESS ABOUT GUN VIOLENCE 10,000

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 25,000

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
Total .................................right arrow 3a 794,500
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
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 81,492  
4 Dividends and interest from securities ....     14 487,708  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 98,935  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 223,599  
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) .. 0 891,734 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
891,734
(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 (2022)
Form 990-PF (2022)
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 (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 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 9,350 9,350 0 0
PREPARATION OF FORM 990-PF. ASSIST WITH COMPLIANCE OF 0 0 0 0
PRIVATE FOUNDATION RULES AND REGULATIONS. 0 0 0 0
O'HALLORAN SHERMAN ASSOCIATES, LLC-ACCOUNTING FOR ACTIVITY AND 595 0 0 0
PREPARATION OF FORM 990-T (DEDUCTED ON FORM 990-T). 0 0 0 0

TY 2022 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 2022 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 55,785 53,442
AT&T INC GLBL NT DTD 5/28/20 2.3% 6/1/27-27 87,450 78,260
AMERICAN EXPRESS CO SR GLBL NT DTD 10/23/17 3% 10/30/24-24 61,550 60,557
AMGEN INC SR GLBL NT DTD 5/22/14 3.625% 5/22/24-24 92,264 91,078
BANK AMERICA CORP FR 3.248% 10/21/27-26 89,546 84,940
GOLDMAN SACHS GROUP INC SR GLBL NT DTD 3/19/20 3.8% 3/15/30-29 57,671 48,926
46393.001 SHS LORD ABBETT SHORT DURATION INCOME I 184,726 177,221
LOWES COS INC SENIOR GLOBAL NOTE 3.1% 5/3/27-27 71,702 67,795
ORACLE CORP SENIOR GLOBAL NOTE DTD 6/29/16 2.65% 7/15/26-26 61,827 59,011
WELLS FARGO CO DTD 9/28/15 3.55% 9/29/25 102,226 97,607
PAYPAL HOLDINGS INC SR GLBL NT DTD 9/26/19 2.85% 10/1/29 73,626 65,655
STARBUCKS CORP SR GLBL NT DTD 3/12/20 2.25% 3/12/30-29 71,825 62,095
BROADCOM INC SR GLBL NT DTD 4/15/20 4.75% 4/15/29-29 64,014 57,480
CITIGROUP INC SR GLBL FIXED TO FLOAT DTD 6/9/21 1.462% 6/9/27-26 75,896 69,319
INTERCONTINENTAL EXCHANGE INC SR GLBL NT DTD 5/26/20 2.1% 6/15/30-30 74,121 62,253
MORGAN STANLEY FIXED TO FLOAT DTD 4/22/21 1.593% 5/4/27-26 67,765 61,642
VERIZON COMMUNICATIONS INC SR GLBL NT DTD 3/22/21 1.45% 3/20/26-26 88,415 81,774
META PLATFORMS INC GLBL NT DTD 8/9/22 3.5% 8/15/27-27 77,113 76,294
31636.933 SHS FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INST'L PREMIUM 313,796 316,053
JP MORGAN CHASE & CO GLBL NT FIXED TO FLOAT DTD 11/8/21 2.545% 11/8/32-31 76,354 76,341
KEYCORP FR FIXED TO FLOAT DTD 5/23/22 4.789% 6/1/33-32 64,135 60,618

TY 2022 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 295,775 270,944
194 SHS ABBVIE INC 16,251 27,624
102 SHS ADOBE INC 27,507 62,323
160 SHS ALPHABET INC CL C 8,059 21,427
1160 SHS ALPHABET INC CL A 50,508 153,735
1094 SHS AMAZON.COM INC 76,569 159,822
109 SHS AMERICAN TOWER CORP REIT 15,157 22,757
103 SHS AMERIPRISE FINANCIAL INC 15,651 36,412
31 SHS AMGEN INC 5,441 8,359
1458 SHS APPLE INC 45,995 276,947
83 SHS APPLIED MATERIALS INC 2,947 12,432
45 SHS AVERY DENNISON CORP 4,132 8,753
167 SHS BERKSHIRE HATHAWAY INC CLASS B 33,653 60,120
18 SHS BOOKING HLDGS INC 32,230 56,263
88 SHS BROADCOM INC 21,412 81,464
321 SHS CSX CORP 4,958 10,368
48 SHS CASEYS GENERAL STORES INC 4,632 13,219
243 SHS CATERPILLAR INC 30,434 60,925
62 SHS CHEVRON CORPORATION 4,566 8,903
139 SHS CHURCH & DWIGHT CO INC 6,410 13,432
1240 SHS CISCO SYSTEMS INC 48,159 59,991
190 SHS COCA COLA CO 8,636 11,104
284 SHS CONOCOPHILLIPS 13,224 32,822
100 SHS COSTCO WHOLESALE CORP 16,422 59,274
54 SHS CURTISS WRIGHT CORP 5,036 11,551
5968.495 SHS DFA EMERGING MARKETS CORE EQUITY 131,204 130,650
9776.138 SHS DFA US SMALL CAP 350,000 397,791
137 SHS DANAHER CORP 10,360 30,593
24 SHS DEERE & CO INC 2,775 8,746
296 SHS DENTSPLY SIRONA INC 10,751 9,398
404 SHS WALT DISNEY CO 41,169 37,447
690 SHS DOW INC 41,077 35,708
185 SHS ECOLAB INC 25,405 35,470
142 SHS EMERSON ELECTRIC CO 8,340 12,624
386 SHS ENBRIDGE INC 11,663 13,460
142 SHS ENTERGY CORP 10,611 14,400
449 SHS EXXON MOBIL CORP 36,245 46,130
142 SHS META PLATFORMS INC CL A 14,916 46,455
2351 SHS FORD MOTOR CO 23,366 24,121
250 SHS FORTIVE CORP 15,519 17,245
173 SHS HILLENBRAND INC 4,836 6,702
169 SHS HOME DEPOT INC 17,733 52,980
285 SHS HORMEL FOODS CORP 8,695 8,718
1129 SHS HUNTINGTON BANCSHARES INC 14,296 12,713
448 SHS JPMORGAN 35,523 69,924
253 LKQ CORP 6,780 11,266
40 SHS LABORATORY CORP AMERICA HLDGS 5,997 8,676
2632.675 SHS CLEARBRIDGE INTERNATIONAL GROWTH FUND CLASS IS 132,134 155,854
9 SHS ELI LILLY & CO 679 5,319
13716.728 SHS MFS MID CAP VALUE R6 338,046 407,935
13209.344 SHS MFS INTERNATIONAL VALUE R6 558,618 533,129
165 SHS MAGNA INTERNATIONAL INC 9,373 8,895
143 SHS MCDONALDS CORP 22,985 40,303
672 SHS MERCK & CO INC 37,912 68,867
681 SHS MICROSOFT CORP 59,752 258,038
97 SHS NORTHROP GRUMMAN CORP 29,119 46,091
99 SHS NOVARTIS A G SPONSORED ADR 6,906 9,692
661 SHS NVIDIA CORPORATION 29,184 309,150
245 SHS PNC FINANCIAL SERVICES GROUP INC 32,741 32,820
720 SHS PAYPAL HOLDINGS INC 74,420 41,479
360 SHS PEPSICO INC 38,666 60,584
139 SHS PHILIP MORRIS INTERNATIONAL INC 11,540 12,977
225 SHS PROCTOR & GAMBLE CO 17,131 34,542
543 SHS RTX CORPORATION 37,222 44,244
520 SHS REGIONS FINANCIAL CORP 6,948 8,674
3534.168 SHS T ROWE PRICE MID-CAP GROWTH I 326,010 352,180
229 SHS SALESFORCE INC 24,548 57,685
118 SHS SCHLUMBERGER 4,503 6,141
188 SHS CHARLES SCHWAB CORPORATION 8,499 11,528
5500 SHS SCHWAB US LARGE CAP GROWTH ETF 198,692 437,800
123 SHS SONOCO PRODUCTS 5,804 6,785
190 SHS SOUTHERN COMPANY 8,577 13,486
250 SHS STARBUCKS CORP 13,794 24,825
103 SHS THERMO FISHER SCIENTIFIC INC 19,676 51,063
79 SHS TRAVELERS COMPANIES INC 10,233 14,269
308 SHS US BANCORP 14,938 11,741
194 SHS UNION PACIFIC CORP 24,448 43,702
57 SHS UNITED PARCEL SERVICE INC CL B 6,296 8,642
167 SHS UNITEDHEALTH GROUP INC 32,553 92,346
1100 SHS VANGUARD REIT ETF 98,955 89,903
435 SHS VERIZON COMMUNICATIONS INC 20,757 16,674
1103 SHS PARAMOUNT GLOBAL CL B 22,051 15,850
206 SHS VISA INC CL A 19,395 52,876
371 SHS WALMART INC 34,193 57,761
64 SHS WASTE MANAGEMENT INC 4,869 10,943
352 SHS WILLIAMS COS INC 6,402 12,950
206 SHS EATON CORP PLC 15,096 46,904
324 SHS CHUBB LIMITED 43,326 74,335
347 SHS TE CONNECTIVITY LTD 32,163 45,457
106607 SHS VALLEY VIEW BANCSHARES 3,454,067 6,589,379
83 SHS BOOZ ALLEN HAMILTON HOLDING CORP CL A 6,499 10,386
157 SHS HONEYWELL INTERNATIONAL INC 34,304 30,759
106 SHS INTL FLAVORS & FRAGRANCES INC 12,921 7,990
180 SHS PINNACLE WEST 13,846 13,489
77 SHS QUALCOMM INC 10,501 9,937
177 SHS TESLA MOTORS INC 63,335 42,494
108 SHS CANADIAN PACIFIC RAILWAY LTD 5,250 7,776
125 SHS FIDELITY NATL INFORMATION SVCS 12,754 7,330
81 SHS MCCORMICK & CO INC 6,613 5,251
144 SHS U-HAUL HOLDING CO SER N 4,912 7,798
114 SHS FORTREA HOLDINGS INC 3,171 3,356
22 SHS ACCENTURE PLC 6,945 7,329

TY 2022 InvestmentsGovtObligationsSch
Name:
THE MORGAN FAMILY FOUNDATION
EIN:
48-1024615
US Government Securities - End of Year Book Value:

1,460,709
US Government Securities - End of Year Fair Market Value:

1,382,024
State & Local Government Securities - End of Year Book Value:


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


0


TY 2022 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 103,125 144,525
18811.566 SHS MSD PARTNERS, L.P. AT COST 437,171 439,062

TY 2022 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 120 120 0 0
WITH PRIVATE FOUNDATION RULES AND REGULATIONS 0 0 0 0


TY 2022 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 PROPERTIES LIMITED LIABILITY COMPANY 609,022 608,955 652,569


TY 2022 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
FROM K-1 - H-M PROPERTIES LIMITED LIABILITY COMPANY - NONDEDUCTIBLE EXPENSES 62 0 0 0
BANK CHARGES 10 10 0 0


TY 2022 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 48,663 48,663 0 0
REGISTERED AGENT FEE 121 121 0 0


TY 2022 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 905 905 0 0
FEDERAL EXCISE TAX ON INVESTMENT INCOME 8,000 0 0 0