MORGAN FAMILY LEGACY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MORGAN FAMILY LEGACY FOUNDATION (EIN 47-5638410)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-06
- IRS object ID
- 202502189349100855
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-06T08:26:27-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202069908 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'HALLORAN SHERMAN ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 W 110TH ST SUITE 150 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475638410 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN FAMILY LEGACY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORG | BusinessNameControlTxt |
| Phone | 9138518385 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11709 ROE AVE SUITE D138 | AddressLine1Txt |
| City | LEAWOOD | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMANDA K MORGAN | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 9138518385 | PhoneNum |
| Signature | 2025-06-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARILYN R O'HALLORAN | PreparerPersonNm |
| PTIN | P01463913 | PTIN |
| Phone | 9133418500 | PhoneNum |
| Preparation | 2025-06-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,763,428 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,003 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,003 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $213,053 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $205,671 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $142,445 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $495,996 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $142,445 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $193 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $193 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $357,694 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $350,312 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $14,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,125 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $34,020 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,020 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,013 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,053 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,586 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,586 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,744 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,784 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $305,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $305,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $376,744 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,784 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $305,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,050 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $283,528 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $156,883 | CashBOYAmt |
| Cash EOY | $294,639 | CashEOYAmt |
| Cash EOYFMV | $294,639 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $93,630 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $98,946 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $98,946 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,428,920 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,398,814 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,622,887 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,522,112 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,401,978 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,160,694 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $359,951 | OtherAssetsBOYAmt |
| Other Assets EOY | $348,069 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $586,262 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,561,496 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,542,446 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,763,428 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,561,496 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,542,446 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,561,496 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,542,446 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,561,496 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,542,446 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,561,496 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,050 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,542,446 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,542,446 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 3714.354 SHS DFA EMERGING MARKETS SMALL CAP | P | 2024-05-01 | $86,822 | $75,443 | $11,379 | $11,379 |
| 1790 SHS ISHARES CORE MSCI EMERGING ETF | P | 2024-05-02 | $92,660 | $93,077 | -$417 | -$417 |
| 137 SHS ISHARES CORE S & P 500 ETF | P | 2024-05-02 | $69,645 | $31,601 | $38,044 | $38,044 |
| 197 SHS SPDR PORTFOLIO S & P 400 MID CAP | P | 2024-05-02 | $9,951 | $6,612 | $3,339 | $3,339 |
| 327 SHS VANGUARD FTSE DEVELOPED MARKETS ETF | P | 2024-05-02 | $15,913 | $14,130 | $1,783 | $1,783 |
| 136 SHS WSDMTREE EMRG MKTS SMALL CAP DVD ETF | P | 2024-05-02 | $6,935 | $5,651 | $1,284 | $1,284 |
| 184 SHS BERKSHIRE HATHAWAY CLASS B | P | 2024-10-25 | $84,273 | $29,234 | $55,039 | $55,039 |
| 2296 SHS CHARLES SCHWAB US REIT ETF | P | 2024-10-25 | $52,783 | $49,383 | $3,400 | $3,400 |
| 325.151 SHS DFA US MICRO CAP | P | 2024-10-25 | $9,257 | $7,267 | $1,990 | $1,990 |
| 157.584 SHS DFA US SMALL CAP VALUE | P | 2024-10-25 | $7,577 | $5,187 | $2,390 | $2,390 |
| 176 SHS ISHARES CORE MSCI EMERGING ETF | P | 2024-10-25 | $9,921 | $8,500 | $1,421 | $1,421 |
| 56 SHS ISHARES MSCI EAFE SMALL CAP ETF | P | 2024-10-25 | $3,569 | $2,892 | $677 | $677 |
| 56 SHS ISHARES 3-7 YEAR TRERY BOND ETF | P | 2024-10-25 | $6,564 | $6,873 | -$309 | -$309 |
| 429 SHS SCHWAB INTERNATIONAL EQUITY ETF | P | 2024-10-25 | $8,462 | $6,706 | $1,756 | $1,756 |
| 51 SHS VANGUARD MID CAP ETF | P | 2024-10-25 | $13,575 | $6,767 | $6,808 | $6,808 |
| 100 SHS NVIDIA CORP | P | 2024-10-21 | $14,342 | $872 | $13,470 | $13,470 |
| FROM K-1-TEPHRA DIGITAL ASSETS FUND LP#87-3829531 | P | $3,356 | -$3,356 | -$3,356 | ||
| CAPITAL GAINS DIVIDENDS | P | $3,747 | $3,747 | $3,747 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $142,445 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,941 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,941 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,941 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,650 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,450 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,509 | OverpaymentAmt |
| Applied To ES Tax | $4,509 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | AMANDA K MORGAN | IndividualWithBooksNm |
| Phone | 9138518385 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11709 ROE AVE STE D138 | AddressLine1Txt |
| City | LEAWOOD | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 | $14,000 | $0 | $0 |
| BRIAN J MORGAN | ||||||||
| 11709 ROE AVE STE D138 | LEAWOOD | KS | 66211 | DIRECTOR, CIO & TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A - REFER TO PART XIV - ALL OF THE FOUNDATION'S CHARITABLE ACTIVITIES ARE CASH CONTRIBUTIONS PAID DIRECTLY TO TAX EXEMPT CHARITABLE ORGANIZATIONS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,856,864 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $366,548 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $421,786 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,645,198 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,645,198 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $99,678 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,545,520 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $327,276 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $327,276 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,941 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,941 | TotalTaxAmt |
| Distributable Before Adj | $323,335 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $323,335 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $323,335 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $305,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $305,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $323,335 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $287,715 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $305,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $287,715 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,285 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $306,050 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AMANDA K MORGAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11709 ROE AVENUE SUITE D138 | AddressLine1Txt |
| City | LEAWOOD | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9138518385 | RecipientPhoneNum |
| Form And Info And Materials | BRIEF LETTER STATING GENERAL NATURE, GOALS, & PURPOSE OF REQUESTING ORGANIZATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSION SHOULD BE MADE BY DECEMBER 31ST FOR REQUEST FOR FUNDS FOR NEXT CALENDAR YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATION MUST BE TAX EXEMPT UNDER IRC 501(C)(3) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRANDEIS UNIVERSITY | |||||||
| 415 SOUTH STREET | WALTHAM | MA | 02453 | N/A | TAX-EXEMPT CHARITY | ADVANCEMENT OF THE HUMANITIES, ARTS AND SOCIAL, NATURAL AND PHYSICAL SCIENCES. PREPARE STUDENTS FOR FULL PARTICIPATION IN A CHANGING SOCIETY, CAPABLE OF PROMOTING THEIR OWN WELFARE, YET REMAIN DEEPLY CONCERNED ABOUT THE WELFARE OF OTHERS | $10,000 |
| THE TEMPLE CONGREGATION B'NAI JEHUDAH | |||||||
| 12320 NALL | OVERLAND PARK | KS | 66209 | N/A | TAX-EXEMPT CHARITY | SUPPORT RELIGIOUS MISSION OF SYNAGOGUE | $58,000 |
| CANCER LEAGUE OF COLORADO | |||||||
| P O BOX 5373 | DENVER | CO | 80155 | N/A | TAX-EXEMPT CHARITY | TO SECURE THE CURE OR CONTROL OF CANCER BY RAISING FUNDS TO SUPPORT INNOVATIVE CANCER RESEARCH AND CANCER-RELATED SERVICES IN THE STATE OF COLORADO | $10,000 |
| DENVER ART MUSEUM | |||||||
| 100 W 14TH AVENUE PARKWAY | DENVER | CO | 80204 | N/A | TAX-EXEMPT CHARITY | TO WORK TOGETHER TO BUILD A WORLD WHERE ART SPARKS CREATIVITY AND CONNECTS, INSPIRES AND EMPOWERS PEOPLE AND COMMUNITIES | $10,000 |
| COLORADO PHOTOGRAPHIC ARTS CENTER | |||||||
| 1070 BANNOCK STREET | DENVER | CO | 80204 | N/A | TAX-EXEMPT CHARITY | DEDICATED TO THE ART OF PHOTOGRAPHY, OFFERING CONTEMPORARY PHOTOGRAPHY EXHIBITIONS, CLASSES, WORKSHOPS, PORTFOLIO REVIEWS, A DARKROOM, AND COMMUNITY | $10,000 |
| STARLIGHT THEATRE ASSOCIATION OF KANSAS CITY | |||||||
| 4600 STARLIGHT ROAD | KANSAS CITY | MO | 64132 | N/A | TAX-EXEMPT CHARITY | TO CONNECT OUR COMMUNITY THROUGH LIVE ARTS EXPERIENCES THAT ENTERTAIN, INSPIRE AND ENGAGE.TO CONNECT JEWISH STUDENTS TO EACH OTHER, TO INSPIRE AND EQUIP THE NEXT GENERATION OF JEWISH LEADERS AND TO BUILD A THRIVING JEWISH COMMUNITY ON CAMPUS | $30,000 |
| FRIEND OF THE CCAR | |||||||
| 355 LEXINGTON AVENUE 8TH FLOOR | NEW YORK | NY | 10017 | N/A | TAX-EXEMPT CHARITY | TO SUPPORT AND STRENGTHEN REFORM RABBIS SO THAT THE MEMBERS, THEIR COMMUNITIES, AND REFORM JEWISH VALUES THRIVE | $5,000 |
| JEWISH FAMILY SERVICES | |||||||
| 5801 WEST 115TH ST SUITE 103 | OVERLAND PARK | KS | 66211 | N/A | TAX-EXEMPT CHARITY | PROVIDE MENTAL HEALTH SERVICES, LIFE CRISIS ASSISTANCE | $35,000 |
| JEWISH FEDERATION OF GREATER KANSAS CITY | |||||||
| 5801 WEST 115TH STREET | OVERLAND PARK | KS | 66211 | N/A | TAX-EXEMPT CHARITY | PROVIDE ASSISTANCE, SAFETY-NET, EDUCATION FOR YOUTH AND FAMILIES | $45,000 |
| JUDAISM YOUR WAY | |||||||
| 600 GRANT STREET SUITE 308 | DENVER | CO | 80203 | N/A | TAX-EXEMPT CHARITY | OFFERS RABBINICAL SERVICES FOR JEWISH AND INTERFAITH FAMILIES AND WELCOMING HOLIDAY SERVICES | $25,000 |
| KENT DENVER FUND | |||||||
| 4000 EAST QUINCY AVENUE | ENGLEWOOD | CO | 80113 | N/A | TAX-EXEMPT CHARITY | TO SUPPORT THE STUDENTS, TEACHERS, COACHES, ADVISORS AND PROGRAMS OF THE COLLEGE-PREPARATORY SCHOOL | $17,000 |
| CHABAD TORAH LEARNING CENTER | |||||||
| 8800 WEST 103RD STREET | OVERLAND PARK | KS | 66212 | N/A | TAX-EXEMPT CHARITY | TO OFFER INNOVATIVE AND UNIQUE JEWISH PROGRAMMING AND EDUCATION -- TO PROVIDE KOSHER MEALS ON WHEELS | $5,000 |
| JEWISH COMMUNITY RELATIONS BUREAUAMERICAN JEWISH COMMITTEE | |||||||
| 5801 WEST 115TH ST | LEAWOOD | KS | 66211 | N/A | TAX-EXEMPT CHARITY | TO SERVE AS A PREMIER AND INFLUENTIAL ADVOCATE FOR COMBATING ANTISEMITISM AND PURSURING JUSTICE | $5,000 |
| PLASTIC OCEAN PROJECT | |||||||
| 1739 BURNETT BLVD | WILMINGTON | NC | 28409 | N/A | TAX-EXEMPT CHARITY | TAKE ON THE CHALLENGE OF REMOVING PLASTICS FROM OUR OCEANS WHILE CREATING SUSTAINABLE BUSINESSES IN THE PROCESS | $5,000 |
| UNIVERSITY OF COLORADO - CU ARTS & ENTREPRENUERSHIP | |||||||
| 1085 18TH STREET | BOULDER | CO | 80309 | N/A | TAX-EXEMPT CHARITY | TO CONNECT, ELEVATE AND GROW INNOVATION AND ENTREPRENEURIAL RESOURCES TO INSPIRE AND TURN IDEAS TO IMPACT INNOVATION AND ENTREPRENEURSHIP | $25,000 |
| KANSAS CITY ROYALS FOUNDATION | |||||||
| 1 ROYAL WAY | KANSAS CITY | MO | 64129 | N/A | TAX-EXEMPT CHARITY | TO USE THE POWER OF SPORTS TO IMPROVE THE LIVES OF KANSAS CITIANS BY SUPPORTING LITERACY AND EDUCATION EFFORTS, PROMOTING HEALTHY AND ACTIVE COMMUNITIES, UPLIFTING OUR MILITARY AND VETERANS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $305,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,003 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $213,053 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $193 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $142,445 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $357,694 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $357,694 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 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. | $6,125 | $6,125 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PAYMENT OF COMPENSATION TO A DISQUALIFIED PERSON--QUALIFIES FOR EXCEPTION | IdentifierTxt |
| Form And Line Reference | PART VII-B ---- SELF DEALING (SECTION 4941) LINE 1A(4) | FormAndLineReferenceDesc |
| Medium Explanation | 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. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 35,536 SHS VALLEY VIEW BANCSHARES | $1,151,366 | $2,254,759 |
| 271 SHS BERKSHIRE HATHAWAY INC | $39,109 | $122,839 |
| 45 SHS AMERICAN TOWER CORP REIT | $11,904 | $8,254 |
| 75 SHS CHEVRON CORP | $7,390 | $10,863 |
| 110 SHS DUKE ENERGY CORP NEW | $9,739 | $11,851 |
| 200 SHS FMC CORPORATION NEW | $20,450 | $9,722 |
| 125 SHS IBM | $15,372 | $27,479 |
| 200 SHS KRAFT HEINZ CO | $6,364 | $6,142 |
| 300 SHS LKQ CORP | $11,306 | $11,025 |
| 25 SHS LOCKHEED MARTIN CORP | $9,363 | $12,149 |
| 100 SHS LOWES COMPANIES INC | $18,630 | $24,680 |
| 64 SHS MEDTRONIC PLC | $6,183 | $5,112 |
| 100 SHS NVIDIA CORP | $872 | $13,429 |
| 125 SHS STARBUCKS CORP | $9,614 | $11,406 |
| 150 SHS PARAMOUNT GLOBAL (FORMERLY VIACOMCBS INC) | $3,592 | $1,569 |
| 75 SHS WALT DISNEY CO | $9,583 | $8,351 |
| 75 SHS PEPSICO INC | $10,722 | $11,405 |
| 100 SHS AMAZON COM INC | $16,945 | $21,939 |
| 14 SHS KYNDRYL HLDGS INC | $359 | $484 |
| 250 SHS SOUTHWEST AIRLINES CO | $10,432 | $8,405 |
| 50 SHS UNITED PARCEL SERVICE INC CL B | $9,967 | $6,305 |
| 100 SHS ALLSTATE CORP | $11,144 | $19,279 |
| 20 SHS ELI LILY & CO | $8,408 | $15,440 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (37 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1303 SHS ISHARES CORE S & P 500 ETF | AT COST | $279,197 | $767,050 |
| 8468 SHS VANGUARD FTSE DEV MKT ETF | AT COST | $314,725 | $404,940 |
| 953 SHS VANGUARD INT-TERM CORP ETF (VCIT) | AT COST | $81,301 | $76,497 |
| 526 SHS VANGUARD MID CAP ETF (VO) | AT COST | $67,124 | $138,932 |
| 272 SHS ISHARES TRUST 3 7 YR TREAS BD ETF | AT COST | $33,384 | $31,430 |
| 2829 SHS VANGUARD TOTAL BND MRKT ETF (BND) | AT COST | $230,155 | $203,433 |
| 400 SHS SPDR BLOOMBERG INTERNATIONAL TREASURY BD ETF | AT COST | $11,403 | $8,556 |
| 300 SHS SPDR S & P 400 MID CAP VALUE ETF | AT COST | $16,001 | $24,060 |
| 50 SHS SPDR S & P 500 EFT TR UNIT SER I | AT COST | $19,160 | $29,304 |
| 1434.442 SHS AMERICAN BOND FUND OF AMERICA | AT COST | $19,299 | $15,980 |
| 1259.171 SHS AMERICAN HIGH-INCOME MUNICIPAL BOND CI F3 | AT COST | $20,025 | $19,253 |
| 173.65 SHS FRANKLIN DYNATECH CI R6 | AT COST | $21,705 | $32,264 |
| 1816.716 SHS PGIM TOTAL RETURN BOND | AT COST | $25,745 | $21,510 |
| 442.044 SHS AMERICAN INVESTMENT CO OF AMERICA CL F3 | AT COST | $22,886 | $25,479 |
| 1566.715 SHS DFA INTERNATIONAL SUSTAINABILITY CORE 1 CL 1 | AT COST | $20,626 | $19,553 |
| 2127.488 SHS JOHN HANCOCK INVESTMENT GRADE BOND CI R6 | AT COST | $22,757 | $19,020 |
| 885.708 SHS JOHN HANCOCK SMALL CAP CORE CL R6 | AT COST | $15,069 | $15,287 |
| 1246.952 SHS JPMORGAN EQUITY INCOME CI R6 | AT COST | $29,768 | $29,852 |
| 2429.889 SHS MFS MUNICIPAL LIMITED MATURITY | AT COST | $20,276 | $19,293 |
| 2639.316 SHS DFA INTERNATIONAL SMALL CO (DFISX) | AT COST | $51,911 | $51,203 |
| 3904.713 SHS DFA US MICRO CAP (DFSCX) | AT COST | $76,253 | $113,198 |
| 2318.922 SHS DFA US SMALL CAP VALUE (DFSVX) | AT COST | $60,349 | $112,491 |
| 3321 SHS ISHARES CORE MSCI (IEMG) | AT COST | $147,066 | $173,423 |
| 145 SHS SCHWAB INTERNATIONAL (SCHF) | AT COST | $2,267 | $2,682 |
| 2034 SHS SPDR PORTFOLIO S & P 400 (SPMD) | AT COST | $68,268 | $111,239 |
| 1807 SHS SPDR SHORT TERM (SPSB) | AT COST | $53,465 | $53,957 |
| 900 SHS SCHWAB US AGGREGATE BOND EXCHANGE TRADED FUND (SCHZ) | AT COST | $20,671 | $20,430 |
| 300 SHS VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF (VCIT) | AT COST | $23,540 | $24,081 |
| 3314 SHS CHARLES SCHWAB US REIT (SCHH) | AT COST | $66,640 | $69,793 |
| 1855 SHS ISHARES CORE US (AGG) | AT COST | $201,508 | $179,750 |
| 869 SHS ISHARES MSCI EAFE SMALL (SCZ) | AT COST | $43,904 | $52,792 |
| 920 SHS REAL ESTATE SELECT SCTR (XLRE) | AT COST | $34,338 | $37,416 |
| 36 SHS VANGUARD INTERMEDIATE TRM (VGIT) | AT COST | $2,178 | $2,088 |
| 2789.258 SHS BLACKROCK HIGH YIELD MUNICIPAL A | AT COST | $28,220 | $25,354 |
| 7259.239 SHS BLACKROCK MANAGED INCOME A | AT COST | $73,827 | $67,656 |
| 12197.738 SHS BLACKROCK NATIONAL MUNICIPAL A | AT COST | $136,983 | $122,709 |
| 3932.843 SHS BLACKROCK SHORT TERM MUNICIPAL A | AT COST | $39,984 | $38,739 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS DUE-EDWARD JONES | $1,521 | $1,758 | $1,758 |
| DIVIDENDS DUE-SECURITY BANK | $58,430 | $58,430 | $58,430 |
| INVESTMENT-TEPHRA DIGITAL ASSETS FUND LP | $300,000 | $287,881 | $526,074 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES/POST OFFICE BOX RENTAL | $366 | $366 | $0 |
| FROM K-1-TEPHRA DIGITAL ASSETS FUND, LP #87-3829531 | $173 | $173 | $0 |
| FROM K-1-TEPHRA DIGITAL ASSETS FUND, LP #87-3829531-MANAGEMENT FEES | $8,327 | $8,327 | $0 |
| FROM K-1-TEPHRA DIGITAL ASSETS FUND, LP #87-3829531-OTHER DEDUCTIONS | $1,720 | $1,720 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM K-1-TEPHRA DIGITAL ASSETS FUND, LP #87-3829531 | Desc |
| Revenue And Expenses Per Books | $193 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $193 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $193 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES-EDWARD JONES | $6,075 | $6,075 | $0 |
| INVESTMENT FEES-CHARLES SCHWAB | $27,945 | $27,945 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON INVESTMENT INCOME | $2,053 | $2,053 | $0 |
| EXCISE TAX ON INVESTMENT INCOME | $4,960 | $0 | $0 |