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 12-01-2023 , and ending 11-30-2024
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$20,956,376J 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 104,575 104,575  
4 Dividends and interest from securities... 565,344 565,344  
5a Gross rents............ 96,531 96,531  
b Net rental income or (loss) 96,531
6a Net gain or (loss) from sale of assets not on line 10 299,531
b Gross sales price for all assets on line 6a 1,843,993
7 Capital gain net income (from Part IV, line 2)... 299,531
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,065,981 1,065,981 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).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,700 9,130 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
54,227 54,227 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,304 804 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
143 43 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 92,374 84,204 0 0
25 Contributions, gifts, grants paid....... 290,050 290,050
26 Total expenses and disbursements. Add lines 24 and 25 382,424 84,204 0 290,050
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 683,557
b Net investment income (if negative, enter -0-) 981,777
c Adjusted net income (if negative, enter -0-)... 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.............      
2 Savings and temporary cash investments......... 792,066 596,513 596,513
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) 1,460,709 Click to see attachment
List of Attached Documents:
// Content
1,472,781 		1,474,470
b Investments—corporate stock (attach schedule)....... 7,695,297 Click to see attachment
List of Attached Documents:
// Content
7,697,072 		14,977,008
c Investments—corporate bonds (attach schedule)....... 1,911,807 Click to see attachment
List of Attached Documents:
// Content
2,171,249 		2,141,357
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).......... 540,296 Click to see attachment
List of Attached Documents:
// Content
1,146,271 		1,162,538
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
608,955 		Click to see attachment
List of Attached Documents:
// Content
608,801 		Click to see attachment
List of Attached Documents:
// Content
604,490
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,009,130 13,692,687 20,956,376
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 -6,872,939 -6,189,382
29 Total net assets or fund balances (see instructions)..... 13,009,130 13,692,687
30 Total liabilities and net assets/fund balances (see instructions). 13,009,130 13,692,687
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
13,009,130
2
Enter amount from Part I, line 27a .....................
2
683,557
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
13,692,687
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
13,692,687
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 US TREASURY NTS DTD 11/15/14 2.25% 11/15/24 P   2023-12-08
b 7 SHS BROADCOM INC P   2024-01-05
c 95 SHS APPLE INC P   2024-01-05
d 90 SHS AMAZON.COM INC P   2024-01-11
e 75 SHS APPLE INC P   2024-01-11
US TREASURY NTS DTD 11/18/21 1.5% 11/30/28 P   2024-02-08
AMERICAN EXPRESS CO SR GLBL NT DTD 10/23/17 3% 10/23/24-24 P   2024-02-09
US TREASURY NTS DTD 2/15/15 2% 2/15/25 P   2024-02-09
106 SHS INTL FLAVORS & FRAGRANCES INC P   2024-03-26
435 SHS VERIZON COMMUNICATIONS INC P   2024-03-26
US TREASURY NTS DTD 12/31/21 1.25% 12/31/26 P   2024-04-05
US TREASURY NTS DTD 8/5/20 .625% 8/15/30 P   2024-04-05
US TREASURY NTS DTD 1/31/18 2.75% 2/15/28 P   2024-04-23
250 SHS STARBUCKS CORP P   2024-05-15
AMGEN INC SR GLBL NT DTD 5/22/14 3.625% 5/22/24-24 P   2024-05-22
US TREASURY NTS DTD 2/2/22 1.875% 2/15/23 P   2024-05-23
6 SHS CURTISS WRIGHT CORP P   2024-05-30
US TREASURY NTS DTD 7/31/19 1.625% 8/15/29 P   2024-06-18
META PLATFORMS INC GLBL NT DTD 8/9/22 3.5% 8/15/27-27 P   2024-06-20
160 SHS ALPHABET INC CL C P   2024-07-24
66 SHS CHUBB LIMITED P   2024-07-24
29 SHS ALPHABET INC CL A P   2024-07-24
22 SHS COSTCO WHOLESALE CORPORATION P   2024-07-24
242 SHS APPLE INC P   2024-07-24
149 SHS NVIDIA CORPORATION P   2024-07-24
41 SHS META PLATFORMS INC CL A P   2024-07-24
53 SHS CATERPILLAR INC P   2024-07-24
94 SHS JPMORGAN CHASE & CO P   2024-07-24
105 SHS MERCK & CO INC P   2024-07-24
211 SHS BROADCOM INC P   2024-07-24
1000 SHS SCHWAB US LARGE CAP GROWTH ETF P   2024-07-24
380.344 SHS CLEARBRIDGE INTERNATIONAL GROWTH FUND CLASS P   2024-07-29
632.751 SHS INVESCO DEVELOPING MARKETS R6 P   2024-07-29
3 SHS CHUBB LIMITED P   2024-09-05
2 SHS WALMART INC P   2024-09-05
BANK OF AMERICA CORP FR 3.248% 10/21/27-26 P   2024-10-04
41 SHS WILLIAMS COS INC P   2024-11-06
US TREASURY NTS DTD 9/8/22 3.5% 9/15/25 P   2024-11-20
VERIZON COMMUNICATIONS INC SR GLBL NT DTD 3/22/21 1.45% 3/20/26-26 P   2024-11-27
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 145,106   148,741 -3,635
b 7,406   1,718 5,688
c 17,510   3,636 13,874
d 13,619   9,144 4,475
e 13,849   2,870 10,979
66,642   74,535 -7,893
60,979   61,536 -557
131,219   134,759 -3,540
8,777   12,921 -4,144
17,439   20,757 -3,318
55,055   59,126 -4,071
78,124   88,323 -10,199
131,317   141,072 -9,755
19,093   13,794 5,299
92,000   92,000 0
72,543   84,341 -11,798
1,663   560 1,103
70,247   79,806 -9,559
76,996   77,722 -726
29,420   8,059 21,361
17,290   9,217 8,073
5,287   1,697 3,590
18,639   3,613 15,026
54,418   9,256 45,162
18,271   1,828 16,443
20,152   6,192 13,960
18,177   9,161 9,016
19,804   10,813 8,991
13,093   6,629 6,464
34,336   5,174 29,162
102,180   36,790 65,390
25,000   19,089 5,911
25,000   26,708 -1,708
863   418 445
154   97 57
98,599   98,987 -388
2,176   746 1,430
79,422   79,573 -151
100,201   103,054 -2,853
81,927     81,927
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       -3,635
b       5,688
c       13,874
d       4,475
e       10,979
      -7,893
      -557
      -3,540
      -4,144
      -3,318
      -4,071
      -10,199
      -9,755
      5,299
      0
      -11,798
      1,103
      -9,559
      -726
      21,361
      8,073
      3,590
      15,026
      45,162
      16,443
      13,960
      9,016
      8,991
      6,464
      29,162
      65,390
      5,911
      -1,708
      445
      57
      -388
      1,430
      -151
      -2,853
      81,927
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 2 299,531
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 13,647
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 13,647
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 13,647
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 12,707
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 12,707
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 9 940
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 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 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
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 (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 - 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
17,563,309
b
Average of monthly cash balances.......................
1b
687,088
c
Fair market value of all other assets (see instructions)................
1c
1,506,933
d
Total (add lines 1a, b, and c).........................
1d
19,757,330
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
19,757,330
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
296,360
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
19,460,970
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
973,049
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
973,049
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
13,647
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,647
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
959,402
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
959,402
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
959,402
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
290,050
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
290,050
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 7 959,402
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 30,804
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$ 290,050
a Applied to 2022, but not more than line 2a 30,804
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..... 259,246
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 .......... 		700,156
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:
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 (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

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 17,550

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 10,000

CHILDREN'S MERCY HOSPITAL

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

HYMAN BRAND HEBREW ACADEMY

5801 WEST 115TH STREET
OVERLAND PARK,KS66211 		N/A - NONE TAX-EXEMPT CHARITY EDUCATION OF CHILDREN 10,000

KU HILLEL

722 NEW HAMPSHIRE
LAWRENCE,KS66044 		N/A - NONE TAX-EXEMPT CHARITY SUPPORTS JEWISH COMMUNITY AND STUDENTS 5,000

KEHILATH ISRAEL SYNAGOGUE

10501 CONSER ST
OVERLAND PARK,KS66212 		N/A - NONE TAX-EXEMPT CHARITY SUPPORT RELIGIOUS MISSION OF SYNAGOGUE 60,000

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

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 500

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 2,000

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

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 5,000

KU ENDOWMENT

PO BOX 928
LAWRENCE,KS66044 		N/A - NONE TAX-EXEMPT CHARITY TO PROVIDE PHILANTHROPIC SUPPORT TO BUILD A GREATER KU 10,000

UMKC FOUNDATION

5115 OAK STREET 202
KANSAS CITY,MO64112 		N/A - NONE TAX-EXEMPT CHARITY TO FOSTER A CULTURE THAT INSPIRES PHILANTHROPY TO ACHIEVE UNIVERSITY PRIORITIES 12,500

LAJOLLA PARKS AND BEACHES

PO BOX 185
LA JOLLA,CA92038 		N/A - NONE TAX-EXEMPT CHARITY TO PRESERVE, PROTECT, AND ENHANCES THE PARKS, BEACHES, OTHER RECREATIONAL RESOURCES, OPEN SPACES AND COASTAL ACCESSES WITHIN AN AREA GENERALLY LOCATED IN THE VILLAGE OF LA JOLLA, CALIFORNIA, EXTENDING SOUTH TO AND INCLUDING THE BIRD ROCK NEIGHBORHOODS 2,000

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

FEED NORTHLAND KIDS

12200 N AMBASSADOR DR
KANSAS CITY,MO64163 		N/A - NONE TAX-EXEMPT CHARITY TO SERVE CHILDREN AND YOUTH BY PROVIDING THE NOURISHMENT THEY NEED TO GROW, LEARN, AND THRIVE 500
Total .................................right arrow 3a 290,050
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 ........... 		    14 104,575  
4 Dividends and interest from securities ....     14 565,344  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 96,531  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 299,531  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,065,981 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,065,981
(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:
THE MORGAN FAMILY FOUNDATION
EIN:
48-1024615
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
O'HALLORAN SHERMAN ASSOCIATES, LLC-ACCOUNTING FOR ACTIVITY AND 0 0 0 0
PREPARATION OF FORM 990-PF. ASSIST WITH COMPLIANCE OF 0 0 0 0
PRIVATE FOUNDATION RULES AND REGULATIONS. 9,130 9,130 0 0
O'HALLORAN SHERMAN ASSOCIATES, LLC-ACCOUNTING FOR ACTIVITY AND 0 0 0 0
PREPARATION OF FORM 990-T (DEDUCTED ON FORM 990-T). 570 0 0 0

TY 2023 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 2023 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 65,214 64,427
AT&T INC GLBL NT DTD 5/28/20 2.3% 6/1/27-27 96,250 90,804
AMGEN INC SR GLBL NT DTD 5/22/14 3.625% 5/22/24-24 99,811 101,624
BANK AMERICA CORP FR 3.248% 10/21/27-26 105,049 102,724
GOLDMAN SACHS GROUP INC SR GLBL NT DTD 3/19/20 3.8% 3/15/30-29 66,537 60,897
46393.001 SHS LORD ABBETT SHORT DURATION INCOME I 184,726 179,541
LOWES COS INC SENIOR GLOBAL NOTE 3.1% 5/3/27-27 81,270 79,225
ORACLE CORP SENIOR GLOBAL NOTE DTD 6/29/16 2.65% 7/15/26-26 71,581 70,801
WELLS FARGO CO DTD 9/28/15 3.55% 9/29/25 111,331 110,070
PAYPAL HOLDINGS INC SR GLBL NT DTD 9/26/19 2.85% 10/1/29 82,835 77,776
STARBUCKS CORP SR GLBL NT DTD 3/12/20 2.25% 3/12/30-29 80,762 73,600
BROADCOM INC SR GLBL NT DTD 4/15/20 4.75% 4/15/29-29 73,054 69,006
CITIGROUP INC SR GLBL FIXED TO FLOAT DTD 6/9/21 1.462% 6/9/27-26 85,393 82,726
INTERCONTINENTAL EXCHANGE INC SR GLBL NT DTD 5/26/20 2.1% 6/15/30-30 82,622 74,499
MORGAN STANLEY FIXED TO FLOAT DTD 4/22/21 1.593% 5/4/27-26 77,286 74,531
31636.933 SHS FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INST'L PREMIUM 313,796 325,228
JP MORGAN CHASE & CO GLBL NT FIXED TO FLOAT DTD 11/8/21 2.545% 11/8/32-31 86,891 90,223
KEYCORP FR FIXED TO FLOAT DTD 5/23/22 4.789% 6/1/33-32 73,977 77,090
CVS HEALTH CORP SR GLBL NT DTD 6/2/23 5% 1/30/29-28 75,084 75,207
GENERAL MOTORS FINANCIAL CO INC SR GLBL NT DTD 6/18/24 5.35% 7/15/27-24 89,124 90,131
CHARLES SCHWAB CORPORATION SR NT FIXED TO FLOAT DTD 11/17/23 6.196% 11/17/29 93,217 94,778
WILLIAMS COS INC SR GLBL NT DTD 8/10/23 5.3% 8/15/28-28 75,439 76,449

TY 2023 InvestmentsCorpStockSchedule
Name:
THE MORGAN FAMILY FOUNDATION
EIN:
48-1024615
Name of Stock End of Year Book Value End of Year Fair Market Value
6590.487 SHS INVESCO DEVELOPING MARKETS R6 269,066 253,866
347 SHS ABBVIE INC 40,827 63,477
102 SHS ADOBE INC 27,507 52,625
1143 SHS ALPHABET INC CL A 50,688 193,110
1004 SHS AMAZON.COM INC 67,425 208,722
159 SHS AMERICAN TOWER CORP REIT 24,759 33,231
103 SHS AMERIPRISE FINANCIAL INC 15,651 59,119
35 SHS AMGEN INC 6,503 9,900
1046 SHS APPLE INC 30,233 248,247
83 SHS APPLIED MATERIALS INC 2,947 14,501
45 SHS AVERY DENNISON CORP 4,132 9,268
206 SHS BERKSHIRE HATHAWAY INC CLASS B 47,921 99,502
18 SHS BOOKING HLDGS INC 32,230 93,636
599 SHS BROADCOM INC 14,520 97,086
321 SHS CSX CORP 4,958 11,733
48 SHS CASEYS GENERAL STORES INC 4,632 20,203
190 SHS CATERPILLAR INC 21,273 77,161
62 SHS CHEVRON CORPORATION 4,566 10,040
139 SHS CHURCH & DWIGHT CO INC 6,410 15,308
1279 SHS CISCO SYSTEMS INC 50,114 75,730
190 SHS COCA COLA CO 8,636 12,175
362 SHS CONOCOPHILLIPS 22,822 39,219
78 SHS COSTCO WHOLESALE CORP 12,809 75,807
48 SHS CURTISS WRIGHT CORP 4,476 17,934
5968.495 SHS DFA EMERGING MARKETS CORE EQUITY 131,204 142,766
9776.138 SHS DFA US SMALL CAP 350,000 519,602
137 SHS DANAHER CORP 10,360 32,838
24 SHS DEERE & CO INC 2,775 11,182
399 SHS DENTSPLY SIRONA INC 14,082 7,840
404 SHS WALT DISNEY CO 41,169 47,458
788 SHS DOW INC 46,471 34,837
185 SHS ECOLAB INC 25,405 46,022
142 SHS EMERSON ELECTRIC CO 8,340 18,829
422 SHS ENBRIDGE INC 12,951 18,306
142 SHS ENTERGY CORP 10,611 22,176
724 SHS EXXON MOBIL CORP 63,678 85,403
101 SHS META PLATFORMS INC CL A 8,725 58,006
2351 SHS FORD MOTOR CO 23,366 26,167
250 SHS FORTIVE CORP 15,519 19,833
469 SHS HILLENBRAND INC 15,762 15,960
169 SHS HOME DEPOT INC 17,733 72,523
418 SHS HORMEL FOODS CORP 12,786 13,556
1129 SHS HUNTINGTON BANCSHARES INC 14,296 20,333
354 SHS JPMORGAN CHASE & CO 24,710 88,401
387 SHS LKQ CORP 12,336 15,205
48 SHS LABCORP HOLDINGS 7,591 11,576
2252.331 SHS CLEARBRIDGE INTERNATIONAL GROWTH FUND CLASS IS 113,045 153,001
9 SHS ELI LILLY & CO 679 7,158
13716.728 SHS MFS MID CAP VALUE R6 338,046 519,452
13209.344 SHS MFS INTERNATIONAL VALUE R6 558,618 547,395
207 SHS MAGNA INTERNATIONAL INC 11,609 9,344
180 SHS MCDONALDS CORP 33,461 53,282
571 SHS MERCK & CO INC 31,683 58,036
681 SHS MICROSOFT CORP 59,752 288,376
97 SHS NORTHROP GRUMMAN CORP 29,119 47,496
99 SHS NOVARTIS A G SPONSORED ADR 6,906 10,471
6461 SHS NVIDIA CORPORATION 27,356 893,233
245 SHS PNC FINANCIAL SERVICES GROUP INC 32,741 52,606
752 SHS PAYPAL HOLDINGS INC 76,437 65,251
360 SHS PEPSICO INC 38,666 58,842
165 SHS PHILIP MORRIS INTERNATIONAL INC 13,933 21,955
225 SHS PROCTOR & GAMBLE CO 17,131 40,334
705 SHS RTX CORPORATION 51,210 85,890
520 SHS REGIONS FINANCIAL CORP 6,948 14,175
3534.168 SHS T ROWE PRICE MID-CAP GROWTH I 326,010 409,469
229 SHS SALESFORCE INC 24,548 75,568
209 SHS SCHLUMBERGER 9,509 9,183
243 SHS CHARLES SCHWAB CORPORATION 12,159 20,111
18000 SHS SCHWAB US LARGE CAP GROWTH ETF 161,902 500,220
132 SHS SONOCO PRODUCTS 6,319 6,848
190 SHS SOUTHERN COMPANY 8,577 16,935
103 SHS THERMO FISHER SCIENTIFIC INC 19,676 54,552
79 SHS TRAVELERS COMPANIES INC 10,233 21,017
308 SHS US BANCORP 14,938 16,413
194 SHS UNION PACIFIC CORP 24,448 47,464
84 SHS UNITED PARCEL SERVICE INC CL B 10,193 11,400
178 SHS UNITEDHEALTH GROUP INC 37,999 108,616
1100 SHS VANGUARD REIT ETF 98,955 107,976
1288 SHS PARAMOUNT GLOBAL CL B 24,235 13,975
206 SHS VISA INC CL A 19,395 64,906
1111 SHS WALMART INC 34,096 102,768
64 SHS WASTE MANAGEMENT INC 4,869 14,606
311 SHS WILLIAMS COS INC 5,657 18,200
206 SHS EATON CORP PLC 15,096 77,336
255 SHS CHUBB LIMITED 33,691 73,626
347 SHS TE CONNECTIVITY LTD 32,163 52,438
106607 SHS VALLEY VIEW BANCSHARES 3,454,067 6,869,755
83 SHS BOOZ ALLEN HAMILTON HOLDING CORP CL A 6,499 12,299
208 SHS HONEYWELL INTERNATIONAL INC 44,818 48,449
208 SHS PINNACLE WEST 15,927 19,490
77 SHS QUALCOMM INC 10,501 12,207
177 SHS TESLA MOTORS INC 63,335 61,093
139 SHS CANADIAN PACIFIC RAILWAY LTD 7,780 10,646
125 SHS FIDELITY NATL INFORMATION SVCS 12,754 10,663
106 SHS MCCORMICK & CO INC 8,350 8,311
144 SHS U-HAUL HOLDING CO SER N 4,912 8,991
114 SHS FORTREA HOLDINGS INC 3,171 2,400
29 SHS ACCENTURE PLC 9,167 10,509
170 SHS ZOETIS INC CL A 26,766 29,792
3 SHS ASML HOLDINGS N V 2,042 2,060

TY 2023 InvestmentsGovtObligationsSch
Name:
THE MORGAN FAMILY FOUNDATION
EIN:
48-1024615
US Government Securities - End of Year Book Value:

1,472,781
US Government Securities - End of Year Fair Market Value:

1,474,470
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 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 103,125 188,437
40469.502 SHS MSD PARTNERS, L.P. AT COST 1,043,146 974,101

TY 2023 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 608,955 608,801 604,490


TY 2023 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 100 0 0 0
BANK CHARGES 43 43 0 0


TY 2023 OtherProfessionalFeesSchedule
Name:
THE MORGAN FAMILY FOUNDATION
EIN:
48-1024615
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
REGISTERED AGENT FEE 121 121 0 0
INVESTMENT FEES - MIDWEST TRUST 54,106 54,106 0 0


TY 2023 TaxesSchedule
Name:
THE MORGAN FAMILY FOUNDATION
EIN:
48-1024615
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
KS ANNUAL REPORT 80 80 0 0
FOREIGN TAXES PAID ON INVESTMENT INCOME 724 724 0 0
FEDERAL EXCISE TAX ON INVESTMENT INCOME 7,500 0 0 0