2025-08-06T08:26:27-05:00 2024-12-31 202069908 O'HALLORAN SHERMAN ASSOCIATES LLC 4801 W 110TH ST SUITE 150 OVERLAND PARK KS 66211 990PF 2024-01-01 475638410 MORGAN FAMILY LEGACY FOUNDATION MORG 9138518385 11709 ROE AVE SUITE D138 LEAWOOD KS 66211 AMANDA K MORGAN SECRETARY 9138518385 2025-06-23 1 0 MARILYN R O'HALLORAN P01463913 9133418500 2025-06-23 2024 2025-03-06 01:10:19Z X 6763428 X X 2003 2003 213053 205671 142445 495996 142445 193 193 357694 350312 14000 14000 0 6125 6125 0 34020 34020 0 7013 2053 0 10586 10586 0 71744 66784 0 305000 305000 376744 66784 305000 -19050 283528 156883 294639 294639 93630 98946 98946 1428920 1398814 2622887 2522112 2401978 3160694 359951 348069 586262 4561496 4542446 6763428 0 0 X 0 0 0 0 4561496 4542446 4561496 4542446 4561496 4542446 4561496 -19050 0 4542446 0 4542446 3714.354 SHS DFA EMERGING MARKETS SMALL CAP P 2024-05-01 86822 75443 11379 11379 1790 SHS ISHARES CORE MSCI EMERGING ETF P 2024-05-02 92660 93077 -417 -417 137 SHS ISHARES CORE S & P 500 ETF P 2024-05-02 69645 31601 38044 38044 197 SHS SPDR PORTFOLIO S & P 400 MID CAP P 2024-05-02 9951 6612 3339 3339 327 SHS VANGUARD FTSE DEVELOPED MARKETS ETF P 2024-05-02 15913 14130 1783 1783 136 SHS WSDMTREE EMRG MKTS SMALL CAP DVD ETF P 2024-05-02 6935 5651 1284 1284 184 SHS BERKSHIRE HATHAWAY CLASS B P 2024-10-25 84273 29234 55039 55039 2296 SHS CHARLES SCHWAB US REIT ETF P 2024-10-25 52783 49383 3400 3400 325.151 SHS DFA US MICRO CAP P 2024-10-25 9257 7267 1990 1990 157.584 SHS DFA US SMALL CAP VALUE P 2024-10-25 7577 5187 2390 2390 176 SHS ISHARES CORE MSCI EMERGING ETF P 2024-10-25 9921 8500 1421 1421 56 SHS ISHARES MSCI EAFE SMALL CAP ETF P 2024-10-25 3569 2892 677 677 56 SHS ISHARES 3-7 YEAR TRERY BOND ETF P 2024-10-25 6564 6873 -309 -309 429 SHS SCHWAB INTERNATIONAL EQUITY ETF P 2024-10-25 8462 6706 1756 1756 51 SHS VANGUARD MID CAP ETF P 2024-10-25 13575 6767 6808 6808 100 SHS NVIDIA CORP P 2024-10-21 14342 872 13470 13470 FROM K-1-TEPHRA DIGITAL ASSETS FUND LP#87-3829531 P 3356 -3356 -3356 CAPITAL GAINS DIVIDENDS P 3747 3747 3747 142445 3941 0 3941 0 3941 3800 0 4650 0 8450 X 0 4509 4509 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 5856864 366548 421786 6645198 0 0 6645198 99678 6545520 327276 327276 3941 3941 323335 0 323335 0 323335 305000 0 305000 323335 287715 0 0 305000 287715 0 0 17285 0 0 0 0 0 0 0 0 306050 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 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 10000 THE TEMPLE CONGREGATION B'NAI JEHUDAH 12320 NALL OVERLAND PARK KS 66209 N/A TAX-EXEMPT CHARITY SUPPORT RELIGIOUS MISSION OF SYNAGOGUE 58000 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 10000 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 10000 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 10000 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 30000 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 5000 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 35000 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 45000 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 25000 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 17000 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 5000 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 5000 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 5000 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 25000 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 10000 305000 0 14 2003 14 213053 01 193 18 142445 0 357694 0 357694 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. 6125 6125 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 2254759 271 SHS BERKSHIRE HATHAWAY INC 39109 122839 45 SHS AMERICAN TOWER CORP REIT 11904 8254 75 SHS CHEVRON CORP 7390 10863 110 SHS DUKE ENERGY CORP NEW 9739 11851 200 SHS FMC CORPORATION NEW 20450 9722 125 SHS IBM 15372 27479 200 SHS KRAFT HEINZ CO 6364 6142 300 SHS LKQ CORP 11306 11025 25 SHS LOCKHEED MARTIN CORP 9363 12149 100 SHS LOWES COMPANIES INC 18630 24680 64 SHS MEDTRONIC PLC 6183 5112 100 SHS NVIDIA CORP 872 13429 125 SHS STARBUCKS CORP 9614 11406 150 SHS PARAMOUNT GLOBAL (FORMERLY VIACOMCBS INC) 3592 1569 75 SHS WALT DISNEY CO 9583 8351 75 SHS PEPSICO INC 10722 11405 100 SHS AMAZON COM INC 16945 21939 14 SHS KYNDRYL HLDGS INC 359 484 250 SHS SOUTHWEST AIRLINES CO 10432 8405 50 SHS UNITED PARCEL SERVICE INC CL B 9967 6305 100 SHS ALLSTATE CORP 11144 19279 20 SHS ELI LILY & CO 8408 15440 1303 SHS ISHARES CORE S & P 500 ETF AT COST 279197 767050 8468 SHS VANGUARD FTSE DEV MKT ETF AT COST 314725 404940 953 SHS VANGUARD INT-TERM CORP ETF (VCIT) AT COST 81301 76497 526 SHS VANGUARD MID CAP ETF (VO) AT COST 67124 138932 272 SHS ISHARES TRUST 3 7 YR TREAS BD ETF AT COST 33384 31430 2829 SHS VANGUARD TOTAL BND MRKT ETF (BND) AT COST 230155 203433 400 SHS SPDR BLOOMBERG INTERNATIONAL TREASURY BD ETF AT COST 11403 8556 300 SHS SPDR S & P 400 MID CAP VALUE ETF AT COST 16001 24060 50 SHS SPDR S & P 500 EFT TR UNIT SER I AT COST 19160 29304 1434.442 SHS AMERICAN BOND FUND OF AMERICA AT COST 19299 15980 1259.171 SHS AMERICAN HIGH-INCOME MUNICIPAL BOND CI F3 AT COST 20025 19253 173.65 SHS FRANKLIN DYNATECH CI R6 AT COST 21705 32264 1816.716 SHS PGIM TOTAL RETURN BOND AT COST 25745 21510 442.044 SHS AMERICAN INVESTMENT CO OF AMERICA CL F3 AT COST 22886 25479 1566.715 SHS DFA INTERNATIONAL SUSTAINABILITY CORE 1 CL 1 AT COST 20626 19553 2127.488 SHS JOHN HANCOCK INVESTMENT GRADE BOND CI R6 AT COST 22757 19020 885.708 SHS JOHN HANCOCK SMALL CAP CORE CL R6 AT COST 15069 15287 1246.952 SHS JPMORGAN EQUITY INCOME CI R6 AT COST 29768 29852 2429.889 SHS MFS MUNICIPAL LIMITED MATURITY AT COST 20276 19293 2639.316 SHS DFA INTERNATIONAL SMALL CO (DFISX) AT COST 51911 51203 3904.713 SHS DFA US MICRO CAP (DFSCX) AT COST 76253 113198 2318.922 SHS DFA US SMALL CAP VALUE (DFSVX) AT COST 60349 112491 3321 SHS ISHARES CORE MSCI (IEMG) AT COST 147066 173423 145 SHS SCHWAB INTERNATIONAL (SCHF) AT COST 2267 2682 2034 SHS SPDR PORTFOLIO S & P 400 (SPMD) AT COST 68268 111239 1807 SHS SPDR SHORT TERM (SPSB) AT COST 53465 53957 900 SHS SCHWAB US AGGREGATE BOND EXCHANGE TRADED FUND (SCHZ) AT COST 20671 20430 300 SHS VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF (VCIT) AT COST 23540 24081 3314 SHS CHARLES SCHWAB US REIT (SCHH) AT COST 66640 69793 1855 SHS ISHARES CORE US (AGG) AT COST 201508 179750 869 SHS ISHARES MSCI EAFE SMALL (SCZ) AT COST 43904 52792 920 SHS REAL ESTATE SELECT SCTR (XLRE) AT COST 34338 37416 36 SHS VANGUARD INTERMEDIATE TRM (VGIT) AT COST 2178 2088 2789.258 SHS BLACKROCK HIGH YIELD MUNICIPAL A AT COST 28220 25354 7259.239 SHS BLACKROCK MANAGED INCOME A AT COST 73827 67656 12197.738 SHS BLACKROCK NATIONAL MUNICIPAL A AT COST 136983 122709 3932.843 SHS BLACKROCK SHORT TERM MUNICIPAL A AT COST 39984 38739 DIVIDENDS DUE-EDWARD JONES 1521 1758 1758 DIVIDENDS DUE-SECURITY BANK 58430 58430 58430 INVESTMENT-TEPHRA DIGITAL ASSETS FUND LP 300000 287881 526074 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 8327 8327 0 FROM K-1-TEPHRA DIGITAL ASSETS FUND, LP #87-3829531-OTHER DEDUCTIONS 1720 1720 0 FROM K-1-TEPHRA DIGITAL ASSETS FUND, LP #87-3829531 193 193 193 INVESTMENT FEES-EDWARD JONES 6075 6075 0 INVESTMENT FEES-CHARLES SCHWAB 27945 27945 0 FOREIGN TAXES ON INVESTMENT INCOME 2053 2053 0 EXCISE TAX ON INVESTMENT INCOME 4960 0 0