TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 12-01-2024 , and ending 11-30-2025

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 If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$22,884,270J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	147,720		147,720
4	Dividends and interest from securities...	645,902		645,902
5a	Gross rents............	92,800		92,800
b	Net rental income or (loss) 92,800
6a	Net gain or (loss) from sale of assets not on line 10		640,467
b	Gross sales price for all assets on line 6a 2,636,617
7	Capital gain net income (from Part IV, line 2)...			640,467
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........	1,526,889		1,526,889	0
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).........	List of Attached Documents: // Content	19,244	19,244	0	0
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	9,840	9,255	0	0
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	58,989	58,989	0	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	22,012	1,072	0	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	130,085		108,560	0	0
25	Contributions, gifts, grants paid.......	921,350				921,350
26	Total expenses and disbursements. Add lines 24 and 25	1,051,435		108,560	0	921,350
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	475,454
b	Net investment income (if negative, enter -0-)			1,418,329
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	596,513	336,157	336,157
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	1,472,781	List of Attached Documents: // Content 1,778,088	1,812,905
	b	Investments—corporate stock (attach schedule).......	7,697,072	List of Attached Documents: // Content 7,533,372	15,433,048
	c	Investments—corporate bonds (attach schedule).......	2,171,249	List of Attached Documents: // Content 2,062,950	2,083,046
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	1,146,271	List of Attached Documents: // Content 1,842,551	2,038,877
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 608,801	List of Attached Documents: // Content 615,023	List of Attached Documents: // Content 1,180,237
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	13,692,687	14,168,141	22,884,270
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		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	-6,189,382	-5,713,928
	29	Total net assets or fund balances (see instructions).....	13,692,687	14,168,141
	30	Total liabilities and net assets/fund balances (see instructions).	13,692,687	14,168,141

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

13,692,687

Enter amount from Part I, line 27a .....................

475,454

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

14,168,141

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

14,168,141

Form 990-PF (2024)

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	(d) Date sold (mo., day, yr.)
1 a	PAYPAL HOLDINGS INC SR GLBL NT DTD 9/26/19 2.85% 10/1/29-29	P	2024-12-04
b	399 SHS DENTSPLY SIRONA INC	P	2024-12-11
c	114 SHS FORTREA HOLDINGS INC	P	2024-12-11
d	8 SHS CURTISS WRIGHT CORP	P	2024-12-12
e	2351 SHS FORD MOTOR CO	P	2025-01-03
	266 SHS DISNEY WALT CO	P	2025-01-03
	6590.487 SHS INVESCO DEVELOPING MARKETS R6	P	2025-01-07
	82 SHS ENTERGY CORP	P	2025-02-14
	147 SHS UNITEDHEALTH GROUP INC	P	2025-02-25
	1000 SHS NVIDIA CORPORATION	P	2025-02-26
	9775.171 SHS FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INSTITUTIONAL PREM	P	2025-02-26
	US TREASURY NOTE 2.625% 1/31/26	P	2025-03-04
	1288 SHS PARAMOUNT GLOBAL CL B	P	2025-03-14
	250 SHS ISHARES GOLD TRUST ETF	P	2025-03-19
	1000 SHS NVIDIA CORPORATION	P	2025-03-25
	7 SHS UNITEDHEALTH GROUP INC	P	2025-04-01
	12 SHS CASEYS GENERAL STORES INC	P	2025-04-09
	200 SHS VANGUARD REAL ESTATE INDEX FUND ETF	P	2025-04-16
	3534.168 SHS T ROWE PRICE MID-CAP GROWTH I	P	2025-04-24
	54 SHS WALMART INC	P	2025-05-07
	49 SHS WALT DISNEY CO	P	2025-05-07
	INTERCONTINENTAL EXCHANGE INC SR GLBL NT DTD 5/26/20 2.1% 6/15/30-30	P	2025-05-07
	WELLS FARGO & CO DTD 9/28/15 3.55% 9/29/25	P	2025-05-07
	US TREASURY NTS DTD 11/22/23 4.375% 11/30/28	P	2025-05-14
	.33 SH RALLIANT	P	2025-07-02
	83 SHS RALLIANT	P	2025-07-09
	US TREASURY NTS DTD 9/8/22 3.5% 9/15/25	P	2025-07-15
	9 SHS CURTISS WRIGHT CORP	P	2025-07-18
	82 SHS ALPHABET INC CL A	P	2025-09-18
	83 SHS TE CONNECTIVITY PLC	P	2025-09-22
	140 SHS CISCO SYSTEMS INC	P	2025-09-22
	418 SHS HORMEL FOODS CORP	P	2025-10-01
	788 SHS DOW INC	P	2025-10-16
	AON PLC SENIOR GLOBAL NOTE DTD 2/23/16 3.875% 12/15/25-25	P	2025-10-29
	469 SHS HILLENBRAND INC	P	2025-10-31
	250 SHS NVIDIA CORPORATION	P	2025-11-05
	2000 SHS SCHWAB US LARGE CAP GROWTH ETF	P	2025-11-05
	35 SHS TESLA MOTORS INC	P	2025-11-05
	407 SHS NVIDIA CORPORATION	P	2025-11-05
	153 SHS ALPHABET INC CL A	P	2025-11-05
	154 SHS BROADCOM INC	P	2025-11-05
	52 SHS SOLSTICE ADVANCED MATERIALS INC	P	2025-11-05
	21861.762 SHS FIDELITY SHORT-TERM TREASURY BOND INDEX	P	2025-11-05
	US TREASURY NTS DTD 2/16/23 4% 2/29/28	P	2025-11-05
	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	77,656	82,875	-5,219
b	7,790	14,082	-6,292
c	2,449	3,171	-722
d	2,942	746	2,196
e	23,077	23,366	-289
	29,503	30,132	-629
	252,679	269,066	-16,387
	6,821	3,358	3,463
	64,527	34,955	29,572
	128,167	8,918	119,249
	100,000	98,338	1,662
	143,034	144,074	-1,040
	14,911	24,235	-9,324
	14,305	6,875	7,430
	121,838	3,870	117,968
	3,655	692	2,963
	5,196	1,158	4,038
	17,148	17,992	-844
	316,344	326,010	-9,666
	5,356	2,611	2,745
	4,530	3,919	611
	84,368	91,675	-7,307
	110,582	111,028	-446
	74,783	74,259	524
	15	15	0
	3,957	3,801	156
	79,919	79,744	175
	4,358	839	3,519
	20,338	5,957	14,381
	17,802	8,174	9,628
	9,430	6,534	2,896
	10,282	12,786	-2,504
	17,309	46,471	-29,162
	64,960	64,994	-34
	14,766	15,761	-995
	49,775	968	48,807
	65,780	18,395	47,385
	15,574	12,524	3,050
	80,937	1,575	79,362
	42,409	8,888	33,521
	54,473	3,733	50,740
	2,262	2,640	-378
	228,018	215,458	12,560
	111,053	109,488	1,565
	131,539		131,539

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			-5,219
b			-6,292
c			-722
d			2,196
e			-289
			-629
			-16,387
			3,463
			29,572
			119,249
			1,662
			-1,040
			-9,324
			7,430
			117,968
			2,963
			4,038
			-844
			-9,666
			2,745
			611
			-7,307
			-446
			524
			0
			156
			175
			3,519
			14,381
			9,628
			2,896
			-2,504
			-29,162
			-34
			-995
			48,807
			47,385
			3,050
			79,362
			33,521
			50,740
			-378
			12,560
			1,565
			131,539

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	640,467
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	19,715
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	19,715
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	19,715
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	20,000
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	20,000
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	285
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax285	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

MARK A MORGAN Telephone no. right arrow

(913) 831-2996

Located at right arrow

4600 COLLEGE BOULEVARD SUITE 102OVERLAND PARKKS ZIP+4 right arrow

66211

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

16 At any time during calendar year 2024, 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 (2024)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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 2024? .............

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)):

At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2024 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 2024.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2024? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part 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-)
MARILYN J MORGAN	PRESIDENT/DIRECTOR 1.00	0
PO BOX 11332 OVERLAND PARK,KS66207	PRESIDENT/DIRECTOR 1.00	0
ANNA MORGAN	VICE PRESIDENT/DIRECTOR 1.00	0
PO BOX 11332 OVERLAND PARK,KS66207	VICE PRESIDENT/DIRECTOR 1.00	0
ALEC MORGAN	VICE PRESIDENT/DIRECTOR 1.00	0
PO BOX 11332 OVERLAND PARK,KS66207	VICE PRESIDENT/DIRECTOR 1.00	0
ERIKA R FEINGOLD	SECRETARY/DIRECTOR 10.00	20,000
PO BOX 11332 OVERLAND PARK,KS66207	SECRETARY/DIRECTOR 10.00	20,000
MARK A MORGAN	TREASURER/DIRECTOR 1.00	0
PO BOX 11332 OVERLAND PARK,KS66207	TREASURER/DIRECTOR 1.00	0
CHAD FEINGOLD	DIRECTOR 1.00	0
PO BOX 11332 OVERLAND PARK,KS66207	DIRECTOR 1.00	0
THOMAS S MORGAN	DIRECTOR 1.00	0
PO BOX 11332 OVERLAND PARK,KS66207	DIRECTOR 1.00	0

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...................				0

Form 990-PF (2024)

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 arrow

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 arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

18,697,570

Average of monthly cash balances.......................

787,456

Fair market value of all other assets (see instructions)................

2,610,916

Total (add lines 1a, b, and c).........................

22,095,942

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

22,095,942

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

331,439

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

21,764,503

Minimum investment return. Enter 5% (0.05) of line 5................

1,088,225

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.)

Minimum investment return from Part IX, line 6..................

1,088,225

Tax on investment income for 2024 from Part V, line 5 .......

19,715

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

19,715

Distributable amount before adjustments. Subtract line 2c from line 1............

1,068,510

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

1,068,510

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

1,068,510

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

921,350

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

921,350

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

	(a) Corpus	(b) Years prior to 2023	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7				1,068,510
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......			700,156
b Total for prior years:20 , 20, 20		0
3 Excess distributions carryover, if any, to 2024:
a From 2019......
b From 2020......
c From 2021......
d From 2022......
e From 2023......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2024 from Part
XI, line 4: $ 921,350
a Applied to 2023, but not more than line 2a			700,156
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 2024 distributable amount.....				221,194
e Remaining amount distributed out of corpus	0
5 Excess distributions carryover applied to 2024.	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 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............			0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........				847,316
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 2019 not applied on line 5 or line 7 (see instructions) ...	0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......	0
10 Analysis of line 9:
a Excess from 2020....
b Excess from 2021....
c Excess from 2022....
d Excess from 2023....
e Excess from 2024....

Form 990-PF (2024)

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 2024, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

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) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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 (2024)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
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	10,250
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
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	20,000
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	85,600
HYMAN BRAND HEBREW ACADEMY 5801 WEST 115TH STREET OVERLAND PARK,KS66211	N/A - NONE	TAX-EXEMPT CHARITY	EDUCATION OF CHILDREN	10,000
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	270,000
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	50,000
KEHILATH ISRAEL SYNAGOGUE 10501 CONSER ST OVERLAND PARK,KS66212	N/A - NONE	TAX-EXEMPT CHARITY	SUPPORT RELIGIOUS MISSION OF SYNAGOGUE	70,000
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
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	100,000
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	50,000
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
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
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	40,000
ACTORS TRAINING CENTER 1159 WILMETTE AVE SUITE 8 WILMETTE,IL60091	N/A - NONE	TAX-EXEMPT CHARITY	TO IGNITE PASSION FOR THE PERFORMING ARTS AT ALL AGES AND TO GIVE STUDENTS A PLATFORM TO USE THEIR ART TO EFFECT MEANINGFUL CHANGE IN THEIR COMMUNITIES AND THE WORLD AROUND THEM	15,000
GIVEWELL 1714 FRANKLIN STREET 100335 OAKLAND,CA94612	N/A - NONE	TAX-EXEMPT CHARITY	TO HELP PEOPLE IN NEED AS MUCH AS WE CAN BY RESEARCHING THE MOST COST-EFFECTIVE WAYS TO SAVE AND IMPROVE LIVES, SHARING OUR WORK OPENLY, AND DIRECTING DONATIONS TO THE PROGRAMS WE BELIEVE WILL DO THE MOST GOOD	100,000
LEVELUP KIDS 5416 NE ANTIOCH ROAD KANSAS CITY,MO64119	N/A - NONE	TAX-EXEMPT CHARITY	TO PROVIDE ACCESS TO SERVICES THAT EMPOWER FAMILIES AND CREATE OPPORTUNITIES FOR LOW-INCOME CHILDREN TO SUCCEED IN SCHOOL AND LIFE	500
TRUSTBRIDGE HOSPICE 5300 EAST AVENUE WEST PALM BEACH,FL33407	N/A - NONE	TAX-EXEMPT CHARITY	TO PROVIDE FAMILIES WITH ACCESS TO COMPASSIONATE, EXPERT AND PROFESSIONAL HEALTHCARE SERVICES IN THEIR TIME OF NEED, THROUGHOUT THEIR LIFESPAN	20,000
Total ................................. 3a				921,350

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2024)

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	(e) Related or exempt function income (See instructions.)
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	147,720
4 Dividends and interest from securities ....			14	645,902
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....			16	92,800
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	640,467
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		1,526,889	0

13Total. Add line 12, columns (b), (d), and (e)..................

1,526,889

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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 (2024)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

THE MORGAN FAMILY FOUNDATION

EIN:

48-1024615

Category	Amount	Net Investment Income
O'HALLORAN SHERMAN ASSOCIATES, LLC-ACCOUNTING FOR ACTIVITY AND	0	0
PREPARATION OF FORM 990-PF. ASSIST WITH COMPLIANCE OF	0	0
PRIVATE FOUNDATION RULES AND REGULATIONS.	9,255	9,255
O'HALLORAN SHERMAN ASSOCIATES, LLC-ACCOUNTING FOR ACTIVITY AND	0	0
PREPARATION OF FORM 990-T (DEDUCTED ON FORM 990-T).	585	0

- TIN:

TY 2024 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.

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

THE MORGAN FAMILY FOUNDATION

EIN:

48-1024615

Name of Bond	End of Year Book Value	End of Year Fair Market Value
AT&T INC GLBL NT DTD 5/28/20 2.3% 6/1/27-27	105,698	103,308
AMGEN INC SR GLBL NT DTD 3/2/23 5.25% 3/2/33-32	109,669	114,648
BANK AMERICA CORP SR NT FIXED TO FLOAT DTD 1/23/24 5.468% 1/23/35-34	114,586	115,691
GOLDMAN SACHS GROUP INC SR GLBL NT DTD 3/19/20 3.8% 3/15/30-29	75,931	73,031
LOWES COS INC SENIOR GLOBAL NOTE 3.1% 5/3/27-27	91,149	90,832
ORACLE CORP SENIOR GLOBAL NOTE DTD 6/29/16 2.65% 7/15/26-26	71,904	72,328
WELLS FARGO & CO FR FIXED TO FLOAT DTD 4/23/25 5.15% 4/23/31-30	116,285	119,099
STARBUCKS CORP SR GLBL NT DTD 3/12/20 2.25% 3/12/30-29	90,070	85,953
BROADCOM INC SR GLBL NT DTD 4/15/20 4.75% 4/15/29-29	82,048	80,690
CITIGROUP INC SR GLBL FIXED TO FLOAT DTD 6/9/21 1.462% 6/9/27-26	95,538	95,618
MORGAN STANLEY FIXED TO FLOAT DTD 4/22/21 1.593% 5/4/27-26	87,309	87,039
JP MORGAN CHASE & CO GLBL NT FIXED TO FLOAT DTD 11/8/21 2.545% 11/8/32-31	106,793	113,166
KEYCORP FR FIXED TO FLOAT DTD 5/23/22 4.789% 6/1/33-32	84,055	90,158
CVS HEALTH CORP SR GLBL NT DTD 6/2/23 5% 1/30/29-28	84,941	86,965
GENERAL MOTORS FINANCIAL CO INC SR GLBL NT DTD 6/18/24 5.35% 7/15/27-24	99,148	100,691
CHARLES SCHWAB CORPORATION SR NT FIXED TO FLOAT DTD 11/17/23 6.196% 11/17/29	102,918	106,070
WILLIAMS COS INC SR GLBL NT DTD 8/10/23 5.3% 8/15/28-28	85,399	87,583
CITIZENS FINANCIAL GROUP INC SR NT FIXED TO FLOAT DTD 3/5/25 5.253% 3/5/31-3	72,987	72,796
HUNTINGTON BANCSHARES INC SR GLBL NT FTF DTD 11/18/24 5.272% 1/15/31-30	86,049	87,749
KINDER MORGAN INC DEL SR GLBL NT DTD 5/1/25 5.15% 6/1/30-30	115,747	119,162
LORD ABBETT SHORT DURATION INCOME I	184,726	180,469

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

THE MORGAN FAMILY FOUNDATION

EIN:

48-1024615

Name of Stock	End of Year Book Value	End of Year Fair Market Value
347 SHS ABBVIE INC	40,826	79,011
102 SHS ADOBE INC	27,507	32,653
933 SHS ALPHABET INC CL A	39,956	298,727
1053 SHS AMAZON.COM INC	77,780	245,580
159 SHS AMERICAN TOWER CORP REIT	24,759	28,822
103 SHS AMERIPRISE FINANCIAL INC	15,651	46,941
46 SHS AMGEN INC	9,508	15,891
1046 SHS APPLE INC	30,233	291,677
83 SHS APPLIED MATERIALS INC	2,947	20,937
45 SHS AVERY DENNISON CORP	4,132	7,757
206 SHS BERKSHIRE HATHAWAY INC CLASS B	47,921	105,845
18 SHS BOOKING HLDGS INC	32,230	88,464
445 SHS BROADCOM INC	10,787	179,317
321 SHS CSX CORP	4,958	11,351
36 SHS CASEYS GENERAL STORES INC	3,474	20,537
190 SHS CATERPILLAR INC	21,273	109,394
62 SHS CHEVRON CORPORATION	4,566	9,370
143 SHS CHURCH & DWIGHT CO INC	6,759	12,178
1139 SHS CISCO SYSTEMS INC	43,581	87,635
190 SHS COCA COLA CO	8,636	13,893
509 SHS CONOCOPHILLIPS	37,616	45,143
78 SHS COSTCO WHOLESALE CORP	12,809	71,260
31 SHS CURTISS WRIGHT CORP	2,891	17,493
11321.818 SHS DFA EMERGING MARKETS CORE EQUITY	256,204	325,276
9776.138 SHS DFA US SMALL CAP	350,000	512,270
137 SHS DANAHER CORP	10,360	31,069
24 SHS DEERE & CO INC	2,775	11,148
89 SHS WALT DISNEY CO	7,118	9,298
788 SHS DOW INC	17,383	18,794
185 SHS ECOLAB INC	25,405	50,905
142 SHS EMERSON ELECTRIC CO	8,340	18,940
422 SHS ENBRIDGE INC	12,951	20,585
202 SHS ENTERGY CORP	7,253	19,699
724 SHS EXXON MOBIL CORP	63,678	83,926
101 SHS META PLATFORMS INC CL A	8,725	65,443
250 SHS FORTIVE CORP	11,703	13,370
169 SHS HOME DEPOT INC	17,733	60,319
1129 SHS HUNTINGTON BANCSHARES INC	14,296	18,403
354 SHS JPMORGAN CHASE & CO	24,710	110,830
424 SHS LKQ CORP	13,716	12,589
48 SHS LABCORP HOLDINGS	7,591	12,901
2252.331 SHS CLEARBRIDGE INTERNATIONAL GROWTH FUND CLASS IS	113,045	178,137
9 SHS ELI LILLY & CO	679	9,679
13716.728 SHS MFS MID CAP VALUE R6	338,046	463,351
13209.344 SHS MFS INTERNATIONAL VALUE R6	558,618	620,047
207 SHS MAGNA INTERNATIONAL INC	11,609	10,110
180 SHS MCDONALDS CORP	33,461	56,128
706 SHS MERCK & CO INC	45,141	74,010
681 SHS MICROSOFT CORP	59,752	335,059
97 SHS NORTHROP GRUMMAN CORP	29,119	55,508
99 SHS NOVARTIS A G SPONSORED ADR	6,906	12,910
3804 SHS NVIDIA CORPORATION	12,025	673,308
245 SHS PNC FINANCIAL SERVICES GROUP INC	32,741	46,726
752 SHS PAYPAL HOLDINGS INC	76,437	47,143
360 SHS PEPSICO INC	38,666	53,546
165 SHS PHILIP MORRIS INTERNATIONAL INC	13,933	25,984
256 SHS PROCTOR & GAMBLE CO	21,745	37,929
705 SHS RTX CORPORATION	51,210	123,312
520 SHS REGIONS FINANCIAL CORP	6,948	13,234
229 SHS SALESFORCE INC	24,548	52,794
422 SHS SCHLUMBERGER	16,869	15,293
243 SHS CHARLES SCHWAB CORPORATION	12,159	22,533
16000 SHS SCHWAB US LARGE CAP GROWTH ETF	143,507	524,800
132 SHS SONOCO PRODUCTS	6,319	5,566
190 SHS SOUTHERN COMPANY	8,577	17,313
103 SHS THERMO FISHER SCIENTIFIC INC	19,676	60,855
79 SHS TRAVELERS COMPANIES INC	10,233	23,136
308 SHS US BANCORP	14,938	15,107
194 SHS UNION PACIFIC CORP	24,448	44,975
84 SHS UNITED PARCEL SERVICE INC CL B	10,193	8,046
24 SHS UNITEDHEALTH GROUP INC	2,351	7,914
900 SHS VANGUARD REAL ESTATE INDEX FUND ETF	80,964	82,206
206 SHS VISA INC CL A	19,395	68,895
1057 SHS WALMART INC	31,485	116,809
64 SHS WASTE MANAGEMENT INC	4,869	13,944
311 SHS WILLIAMS COS INC	5,657	18,949
206 SHS EATON CORP PLC	15,096	71,253
255 SHS CHUBB LIMITED	33,691	75,526
264 SHS TE CONNECTIVITY LTD	23,989	59,704
106607 SHS VALLEY VIEW BANCSHARES	3,454,067	7,202,369
149 SHS BOOZ ALLEN HAMILTON HOLDING CORP CL A	13,522	12,436
208 SHS HONEYWELL INTERNATIONAL INC	42,178	39,976
208 SHS PINNACLE WEST	15,927	18,899
77 SHS QUALCOMM INC	10,501	12,943
142 SHS TESLA MOTORS INC	50,811	61,084
148 SHS FIDELITY NATL INFORMATION SVCS	14,385	9,734
144 SHS U-HAUL HOLDING CO SER N	4,912	6,927
29 SHS ACCENTURE PLC	9,167	7,250
170 SHS ZOETIS INC CL A	26,766	21,791
12 SHS ASML HOLDINGS N V ADR	7,823	12,720
BECTON DICKINSON & COMPANY	11,859	11,447
335 SHS BLACKSTONE INC	46,451	49,051
139 SHS CANADIAN PACIFIC KANSAS CITY LIMITED	7,780	10,087
40 SHS CHARLES RIVER LABS INTL INC	7,115	7,126
124 SHS EQUITY LIFESTYLE PROPERTIES INC REIT	8,120	7,796
2560.42 SHS FIDELITY INTERNATIONAL INDEX FUND	125,000	156,160
158 MCCORMICK & CO INC NON VOTING	11,845	10,662
71 SHS MORGAN STANLEY	8,012	12,046
13 SHS VALMONT INDUSTRIES INC	3,970	5,369
1300 VANGUARD MID-CAP INDEX FUND ETF	323,375	379,795

- TIN:

TY 2024 InvestmentsGovtObligationsSch

Name:

THE MORGAN FAMILY FOUNDATION

EIN:

48-1024615

US Government Securities - End of Year Book Value:

1,778,088

US Government Securities - End of Year Fair Market Value:

1,812,905

State & Local Government Securities - End of Year Book Value:

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

- TIN:

TY 2024 InvestmentsOtherSchedule2

Name:

THE MORGAN FAMILY FOUNDATION

EIN:

48-1024615

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
3500 SHS ISHARES GOLD TRUST ETF	AT COST	96,250	277,935
73342.009 SHS MSD PARTNERS, L.P.	AT COST	1,746,301	1,760,942

- TIN:

TY 2024 LegalFeesSchedule

Name:

THE MORGAN FAMILY FOUNDATION

EIN:

48-1024615

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
SPENCER FANE LLP - REVIEW OF 990-PF AND LEGAL ADVICE REGARDING COMPLIANCE	0	0	0	0
WITH PRIVATE FOUNDATION RULES AND REGULATIONS	19,244	19,244	0	0

- TIN:

TY 2024 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	608,801	615,023	1,180,237

- TIN:

TY 2024 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	58,868	58,868	0	0

- TIN:

TY 2024 TaxesSchedule

Name:

THE MORGAN FAMILY FOUNDATION

EIN:

48-1024615

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES PAID ON INVESTMENT INCOME	1,072	1,072	0	0
FEDERAL EXCISE TAX ON INVESTMENT INCOME	20,940	0	0	0