2026-07-01T11:04:58-05:00 2025-12-31 202069908 O'HALLORAN SHERMAN ASSOCIATES LLC 4801 W 110TH ST SUITE 150 OVERLAND PARK KS 66211 990PF 2025-01-01 475638410 MORGAN FAMILY LEGACY FOUNDATION MORG 9138518385 11709 ROE AVE SUITE D138 LEAWOOD KS 66211 AMANDA K MORGAN SECRETARY 9138518385 2026-06-11 1 MARILYN R O'HALLORAN P01463913 9133418500 2026-06-10 2025 2025-03-06 01:10:19Z X 7070186 X X 588 588 237427 229073 272675 654335 272675 522 522 511212 502858 14000 14000 0 445 445 0 6435 6435 0 34006 34006 0 6588 1938 0 15533 15533 0 77007 72357 0 320000 320000 397007 72357 320000 114205 430501 294639 37696 37696 98946 651254 651254 1398814 1397437 2751561 2401978 2088802 2952694 348069 481462 676981 4542446 4656651 7070186 0 0 X 0 0 0 0 4542446 4656651 4542446 4656651 4542446 4656651 4542446 114205 0 4656651 0 4656651 FROM K-1:TEPHRA DIGITAL ASSETS FUND LP P 9344 -9344 -9344 FROM K-1:TEPHRA DIGITAL ASSETS FUND LP P 1541 -1541 -1541 .59163 SHS ISHS HYD MUN ETF-CASH IN LIEU P 2021-03-29 2025-02-10 30 33 -3 -3 .61114 SHS PARAMOUNT SKYDANCE CORP-CASH IN LIEU P 2020-06-04 2025-08-08 7 23 -16 -16 150 SHS PARAMOUNT GLOBAL REDEMPTION P 2020-06-04 2025-08-08 1371 1371 0 0 586 SHS CHARLES SCHWAB US REIT ETF P 2025-07-23 12751 12030 721 721 567.953 SHS DFA US SMALL CAP VALUE P 2025-07-23 27850 18861 8989 8989 602 SHS ISHARES CORE MSCI EMERGING ETF P 2025-07-23 37330 28808 8522 8522 260 SHS ISHARES CORE S&P 500 ETF P 2025-07-23 165434 56798 108636 108636 265 SHS ISHARES CORE US AGGREGATE BOND ETF P 2025-07-23 26064 29573 -3509 -3509 420 SHS ISHARES MSCI EAFE SMALL CAP ETF P 2025-07-23 31492 21488 10004 10004 272 SHS ISHARES 3-7 YEAR TRERY BOND ETF P 2025-07-23 32174 33384 -1210 -1210 145 SHS SCHWAB INTERNATIONAL EQUITY ETF P 2025-07-23 3286 2266 1020 1020 169 SHS SPDR SHORT TERM CORPORATE BND ETF P 2025-07-23 5087 5001 86 86 1867 SHS VANGUARD FTSE DEVELOPED MARKETS ETF P 2025-07-23 109182 76990 32192 32192 146 SHS VANGUARD MID CAP ETF P 2025-07-23 42001 18905 23096 23096 298 SHS ISHARES CORE MSCI EMERGING ETF P 2025-10-08 20006 13619 6387 6387 134 SHS ISHARES CORE S&P 500 ETF P 2025-10-08 90518 28944 61574 61574 412 SHS VANGUARD FTSE DEVELOPED MARKETS ETF P 2025-10-08 25031 16165 8866 8866 51 SHS VANGUARD MID CAP ETF P 2025-10-08 15034 6516 8518 8518 CAPITAL GAINS DIVIDENDS P 9687 9687 9687 272675 5984 0 5984 0 5984 4509 0 7500 0 12009 X 0 6025 6025 0 0 0 0 0 0 0 0 0 0 0 1 1 KS 1 0 0 0 0 1 N/A AMANDA K MORGAN 9138518385 11709 ROE AVE STE D138 LEAWOOD KS 66211 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL B MORGAN 11709 ROE AVE STE D138 LEAWOOD KS 66211 DIRECTOR, CHAIRMAN & PRESI 1.00 0 0 0 AMANDA K MORGAN 11709 ROE AVE STE D138 LEAWOOD KS 66211 DIRECTOR, COO & SECRETARY 10.00 14000 0 0 BRIAN J MORGAN 11709 ROE AVE STE D138 LEAWOOD KS 66211 DIRECTOR, CIO & TREASURER 1.00 0 0 0 NONE 0 NONE 0 N/A - REFER TO PART XIV - ALL OF THE FOUNDATION'S CHARITABLE ACTIVITIES ARE CASH CONTRIBUTIONS PAID DIRECTLY TO TAX EXEMPT CHARITABLE ORGANIZATIONS. 0 0 5814229 620815 571089 7006133 0 0 7006133 105092 6901041 345052 345052 5984 5984 339068 0 339068 0 339068 320000 0 320000 339068 306050 0 0 320000 306050 0 0 13950 0 0 0 0 0 0 0 0 325118 0 0 0 AMANDA K MORGAN 11709 ROE AVENUE SUITE D138 LEAWOOD KS 66211 9138518385 BRIEF LETTER STATING GENERAL NATURE, GOALS, & PURPOSE OF REQUESTING ORGANIZATION SUBMISSION SHOULD BE MADE BY DECEMBER 31ST FOR REQUEST FOR FUNDS FOR NEXT CALENDAR YEAR ORGANIZATION MUST BE TAX EXEMPT UNDER IRC 501(C)(3) BRANDEIS UNIVERSITY 415 SOUTH STREET WALTHAM MA 02453 N/A PC ADVANCEMENT OF THE HUMANITIES, ARTS AND SOCIAL, NATURAL AND PHYSICAL SCIENCES. PREPARE STUDENTS FOR FULL PARTICIPATION IN A CHANGING SOCIETY, CAPABLE OF PROMOTING THEIR OWN WELFARE, YET REMAIN DEEPLY CONCERNED ABOUT THE WELFARE OF OTHERS 10000 THE TEMPLE CONGREGATION B'NAI JEHUDAH 12320 NALL OVERLAND PARK KS 66209 N/A PC SUPPORT RELIGIOUS MISSION OF SYNAGOGUE 105000 CANCER LEAGUE OF COLORADO P O BOX 5373 DENVER CO 80155 N/A PC TO SECURE THE CURE OR CONTROL OF CANCER BY RAISING FUNDS TO SUPPORT INNOVATIVE CANCER RESEARCH AND CANCER-RELATED SERVICES IN THE STATE OF COLORADO 10000 DENVER ART MUSEUM 100 W 14TH AVENUE PARKWAY DENVER CO 80204 N/A PC TO WORK TOGETHER TO BUILD A WORLD WHERE ART SPARKS CREATIVITY AND CONNECTS, INSPIRES AND EMPOWERS PEOPLE AND COMMUNITIES 10000 COLORADO PHOTOGRAPHIC ARTS CENTER 1070 BANNOCK STREET DENVER CO 80204 N/A PC DEDICATED TO THE ART OF PHOTOGRAPHY, OFFERING CONTEMPORARY PHOTOGRAPHY EXHIBITIONS, CLASSES, WORKSHOPS, PORTFOLIO REVIEWS, A DARKROOM, AND COMMUNITY 15000 STARLIGHT THEATRE ASSOCIATION OF KANSAS CITY 4600 STARLIGHT ROAD KANSAS CITY MO 64132 N/A PC TO CONNECT OUR COMMUNITY THROUGH LIVE ARTS EXPERIENCES THAT ENTERTAIN, INSPIRE AND ENGAGE.TO CONNECT JEWISH STUDENTS TO EACH OTHER, TO INSPIRE AND EQUIP THE NEXT GENERATION OF JEWISH LEADERS AND TO BUILD A THRIVING JEWISH COMMUNITY ON CAMPUS 10000 FRIEND OF THE CCAR 355 LEXINGTON AVENUE 8TH FLOOR NEW YORK NY 10017 N/A PC TO SUPPORT AND STRENGTHEN REFORM RABBIS SO THAT THE MEMBERS, THEIR COMMUNITIES, AND REFORM JEWISH VALUES THRIVE 5000 JEWISH FAMILY SERVICES 5801 WEST 115TH ST SUITE 103 OVERLAND PARK KS 66211 N/A PC PROVIDE MENTAL HEALTH SERVICES, LIFE CRISIS ASSISTANCE 35000 JEWISH FEDERATION OF GREATER KANSAS CITY 5801 WEST 115TH STREET OVERLAND PARK KS 66211 N/A PC PROVIDE ASSISTANCE, SAFETY-NET, EDUCATION FOR YOUTH AND FAMILIES 40000 JUDAISM YOUR WAY 600 GRANT STREET SUITE 308 DENVER CO 80203 N/A PC OFFERS RABBINICAL SERVICES FOR JEWISH AND INTERFAITH FAMILIES AND WELCOMING HOLIDAY SERVICES 25000 MARALLIANCE 209 MISSISSIPPI STREET SAN FRANCISCO CA 94107 N/A PC TO EXPLORE, ENABLE AND INSPIRE CONSERVATION ACTION FOR THREATENED MARINE WILDLIFE AND THEIR CRITICAL HABITATS WITH DEPENDENT COMMUNITIES. 20000 CHABAD TORAH LEARNING CENTER 8800 WEST 103RD STREET OVERLAND PARK KS 66212 N/A PC TO OFFER INNOVATIVE AND UNIQUE JEWISH PROGRAMMING AND EDUCATION -- TO PROVIDE KOSHER MEALS ON WHEELS 5000 JEWISH COMMUNITY RELATIONS BUREAUAMERICAN JEWISH COMMITTEE 5801 WEST 115TH ST LEAWOOD KS 66211 N/A PC TO SERVE AS A PREMIER AND INFLUENTIAL ADVOCATE FOR COMBATING ANTISEMITISM AND PURSURING JUSTICE 5000 PLASTIC OCEAN PROJECT 1739 BURNETT BLVD WILMINGTON NC 28409 N/A PC TAKE ON THE CHALLENGE OF REMOVING PLASTICS FROM OUR OCEANS WHILE CREATING SUSTAINABLE BUSINESSES IN THE PROCESS 15000 UNIVERSITY OF COLORADO - CU ARTS & ENTREPRENUERSHIP 1085 18TH STREET BOULDER CO 80309 N/A PC TO CONNECT, ELEVATE AND GROW INNOVATION AND ENTREPRENEURIAL RESOURCES TO INSPIRE AND TURN IDEAS TO IMPACT INNOVATION AND ENTREPRENEURSHIP 10000 320000 0 14 588 14 237427 01 522 18 272675 0 511212 0 511212 0 0 0 0 0 0 0 0 0 0 O'HALLORAN SHERMAN ASSOCIATES, LLC - ACCOUNTING FOR ACTIVITY AND 0 0 0 PREPARATION OF FORM 990-PF. ASSIST WITH COMPLIANCE OF PRIVATE FOUNDATION 0 0 0 RULES AND REGULATIONS. 6435 6435 0 PAYMENT OF COMPENSATION TO A DISQUALIFIED PERSON--QUALIFIES FOR EXCEPTION PART VII-B ---- SELF DEALING (SECTION 4941) LINE 1A(4) AMANDA MORGAN IS THE SECRETARY AND ONE OF THE DIRECTORS OF THE MORGAN FAMILY LEGACY FOUNDATION. SHE IS NOT ONE OF THE GRANTORS OF THE FOUNDATION. AMANDA ATTENDS NUMEROUS MEETINGS, PERFORMS ADMINISTRATIVEDUTIES AND PROVIDES INVESTMENT GUIDANCE FOR THE MORGAN FAMILY LEGACY FOUNDATION, INCLUDING TAKING MINUTES AT MEETINGS, RECEIVING AND PRESENTING CHARITABLE REQUESTS TO THE OTHER DIRECTORS/OFFICERS OF THE MORGAN FAMILY LEGACY FOUNDATION, RESPONDING TO THOSE REQUESTS AND ANY OTHER TASKS THAT ARISE THROUGHOUT THE YEAR RELATED TO THE MORGAN FAMILY LEGACY FOUNDATION. THE FEES FOR HER SERVICES WERE BASED ON ACTUAL TIME SPENT PERFORMING THESE DUTIES AND WERE REASONABLE AND NOT EXCESSIVE. 35,536 SHS VALLEY VIEW BANCSHARES 1151366 2356748 271 SHS BERKSHIRE HATHAWAY INC 39109 136218 45 SHS AMERICAN TOWER CORP REIT 11904 7901 75 SHS CHEVRON CORP 7390 11431 110 SHS DUKE ENERGY CORP NEW 9739 12893 200 SHS FMC CORPORATION NEW 20450 2774 125 SHS IBM 15372 37026 200 SHS KRAFT HEINZ CO 6364 4850 300 SHS LKQ CORP 11306 9060 25 SHS LOCKHEED MARTIN CORP 9363 12092 100 SHS LOWES COMPANIES INC 18630 24116 64 SHS MEDTRONIC PLC 6183 6148 100 SHS NVIDIA CORP 872 18650 125 SHS STARBUCKS CORP 9614 10526 58 SHS PARAMOUNT SKYDANCE (FORMERLY PARAMOUNT GLOBAL) 2214 777 75 SHS WALT DISNEY CO 9583 8533 75 SHS PEPSICO INC 10722 10764 100 SHS AMAZON COM INC 16945 23082 14 SHS KYNDRYL HLDGS INC 359 372 250 SHS SOUTHWEST AIRLINES CO 10433 10332 50 SHS UNITED PARCEL SERVICE INC CL B 9967 4959 100 SHS ALLSTATE CORP 11144 20815 20 SHS ELI LILY & CO 8408 21494 928 SHS ISHARES CORE S & P 500 ETF AT COST 206578 635624 6189 SHS VANGUARD FTSE DEV MKT ETF AT COST 221569 386627 953 SHS VANGUARD INT-TERM CORP ETF (VCIT) AT COST 81301 79814 329 SHS VANGUARD MID CAP ETF (VO) AT COST 41703 95482 2887 SHS VANGUARD TOTAL BND MRKT ETF (BND) AT COST 234464 213840 400 SHS SPDR BLOOMBERG INTERNATIONAL TREASURY BD ETF AT COST 11403 9012 300 SHS SPDR S & P 400 MID CAP VALUE ETF AT COST 16001 25395 50 SHS SPDR S & P 500 EFT TR UNIT SER I AT COST 19160 34096 1500.879 SHS AMERICAN BOND FUND OF AMERICA AT COST 20052 17185 1315.46 SHS AMERICAN HIGH-INCOME MUNICIPAL BOND CI F3 AT COST 20876 20153 191.483 SHS FRANKLIN DYNATECH CI R6 AT COST 25317 38346 1903.96 SHS PGIM TOTAL RETURN BOND AT COST 26653 23190 491.802 SHS AMERICAN INVESTMENT CO OF AMERICA CL F3 AT COST 25953 30797 1617.638 SHS DFA INTERNATIONAL SUSTAINABILITY CORE 1 CL 1 AT COST 21406 25996 2222.688 SHS JOHN HANCOCK INVESTMENT GRADE BOND CI R6 AT COST 23623 20493 926.028 SHS JOHN HANCOCK SMALL CAP CORE CL R6 AT COST 15729 15011 1385.547 SHS JPMORGAN EQUITY INCOME CI R6 AT COST 33241 34292 2511.281 SHS MFS MUNICIPAL LIMITED MATURITY AT COST 20926 20266 2728.931 SHS DFA INTERNATIONAL SMALL CO (DFISX) AT COST 54087 69806 3948.185 SHS DFA US MICRO CAP (DFSCX) AT COST 77529 124131 1787.821 SHS DFA US SMALL CAP VALUE (DFSVX) AT COST 43262 92323 2421 SHS ISHARES CORE MSCI (IEMG) AT COST 104639 162740 2123 SHS SPDR PORTFOLIO S & P 400 (SPMD) AT COST 73145 122943 1638 SHS SPDR SHORT TERM (SPSB) AT COST 48465 49468 900 SHS SCHWAB US AGGREGATE BOND EXCHANGE TRADED FUND (SCHZ) AT COST 20671 21033 300 SHS VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF (VCIT) AT COST 23540 25125 2728 SHS CHARLES SCHWAB US REIT (SCHH) AT COST 54610 56988 1590 SHS ISHARES CORE US (AGG) AT COST 171936 158809 449 SHS ISHARES MSCI EAFE SMALL (SCZ) AT COST 22416 34811 1001 SHS REAL ESTATE SELECT SCTR (XLRE) AT COST 37714 40390 36 SHS VANGUARD INTERMEDIATE TRM (VGIT) AT COST 2178 2157 516 SHS ISHS HYD MUN ETF (FORMERLY BLACKROCK HIGH YIELD MUNICIPAL) AT COST 28376 25119 7663.46 SHS BLACKROCK MANAGED INCOME A AT COST 77686 74259 12634.093 SHS BLACKROCK NATIONAL MUNICIPAL A AT COST 141316 126341 4063.191 SHS BLACKROCK SHORT TERM MUNICIPAL A AT COST 41277 40632 SPENCER FANE LLP-LEGAL ADVICE REGARDING COMPLIANCE WITH PRIVATE FOUNDATION 0 0 0 RULES AND REGULATIONS 445 445 0 DIVIDENDS DUE-EDWARD JONES 1758 1558 1558 DIVIDENDS DUE-SECURITY BANK 58430 67314 67314 INVESTMENT-TEPHRA DIGITAL ASSETS FUND LP 287881 262590 458109 INVESTMENT-9554.14 SHS CARLYLE ALPINVEST PRIVATE E MARKET FUND 150000 150000 SUPPLIES/POST OFFICE BOX RENTAL 348 348 0 FROM K-1-TEPHRA DIGITAL ASSETS FUND, LP #87-3829531 322 322 0 FROM K-1-TEPHRA DIGITAL ASSETS FUND, LP #87-3829531-MANAGEMENT FEES 10975 10975 0 FROM K-1-TEPHRA DIGITAL ASSETS FUND, LP #87-3829531-OTHER DEDUCTIONS 3881 3881 0 BANK FEES 7 7 0 FROM K-1-TEPHRA DIGITAL ASSETS FUND, LP #87-3829531 522 522 522 INVESTMENT FEES-EDWARD JONES 6655 6655 0 INVESTMENT FEES-CHARLES SCHWAB 27351 27351 0 FOREIGN TAXES ON INVESTMENT INCOME 1708 1708 0 TAXES AND LICENSES-KANSAS ANNUAL REPORT 100 100 0 EXCISE TAX ON INVESTMENT INCOME 4650 0 0 TAXES AND LICENSES-REGISTERED AGENT 130 130 0