2024-04-15T10:20:50-05:00 2023-12-31 202069908 O'HALLORAN SHERMAN ASSOCIATES LLC 4801 W 110TH ST SUITE 150 OVERLAND PARK KS 66211 990PF 2023-01-01 475638410 MORGAN FAMILY LEGACY FOUNDATION MORG 9138518385 11709 ROE AVE SUITE D138 LEAWOOD KS 66211 AMANDA K MORGAN SECRETARY 9138518385 2024-03-29 1 AMANDA MORGAN 999009999 1 MARILYN R O'HALLORAN P01463913 9133418500 2024-03-27 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 6281052 X X 79 79 213141 206510 122360 594615 122360 335580 328949 14000 14000 0 5775 5775 0 34640 34640 0 3687 3687 0 385 336 0 58487 58438 0 300000 300000 358487 58438 300000 -22907 270511 117553 156883 156883 31913 93630 93630 1422559 1428920 2544393 2952625 2522112 3126195 59753 359951 359951 4584403 4561496 6281052 0 0 X 0 0 0 0 4584403 4561496 4584403 4561496 4584403 4561496 4584403 -22907 0 4561496 0 4561496 481.159 SHS JH SMALL CAP CORE R6 P 2021-12-27 2023-05-25 6669 8218 -1549 -1549 432.307 SHS MFS MUNI LIMITED MATURITY R6 P 2021-05-24 2023-05-25 3355 3627 -272 -272 6.307 SHS MFS MUNI LIMITED MATURITY R6 P 2023-05-25 49 53 -4 -4 40 SHS NVIDIA CORP P 2023-05-25 15431 3487 11944 11944 2062.15 SHS PGIM SHORT TERM CORP BOND R6 P 2023-05-25 21096 23082 -1986 -1986 200 SHS PARAMOUNT GLOBAL P 2023-05-25 2791 4813 -2022 -2022 206.739 SHS AMERICAN HIGH-INC MUNI BD FD 3 P 2023-05-25 2985 3518 -533 -533 16 SHS COINBASE GLOBAL INC P 2021-04-22 2023-05-25 911 4891 -3980 -3980 298.773 SHS DFA INTL SUSTAIN CORE P 2021-05-24 2023-05-25 3415 4019 -604 -604 85.533 SHS AMERICAN INVEST CO OF AMERICA F3 P 2021-12-27 2023-05-25 3803 4442 -639 -639 85.049 SHS JP MORGAN EQUITY INCOME R6 P 2021-12-27 2023-05-25 1805 2028 -223 -223 172.838 SHS JH INVESTMENT GRADE BOND R6 P 2021-05-24 2023-05-25 1556 1882 -326 -326 39.476 SHS AMERICAN HIGH-INC MUNI BD F3 P 2023-05-25 570 585 -15 -15 2.895 SHS DFA INTL SUSTAIN CORE P 2023-03-30 2023-05-25 33 33 0 0 46.382 SHS JP MORGAN EQUITY INCOME R6 P 2023-05-25 984 1054 -70 -70 55.345 SHS JH INVESTMENT GRADE BOND R6 P 2023-05-25 498 515 -17 -17 46.934 SHS MFS MUNI LIMITED MATURITY P 2023-05-25 364 368 -4 -4 63.572 SHS PGIM SHORT TERM CORP BOND P 2023-05-25 650 653 -3 -3 693.415 SHS DFA US MICRO CAP I P 2023-10-24 15353 17662 -2309 -2309 2340.037 SHS DFA US SMALL CAP VALUE P 2023-10-24 89346 88573 773 773 561 SHS VANGUARD TOTAL STOCK P 2023-10-24 117060 83931 33129 33129 1184.781 SHS DFA EMERGING MARKETS P 2023-12-19 26448 28245 -1797 -1797 794.614 SHS DFA US MICRO CAP P 2023-12-19 20783 18164 2619 2619 467.73 SHS DFA US SMALL CAP VALUE P 2023-12-19 20953 15278 5675 5675 171 SHS ISHARES CORE MSCI P 2023-12-19 8659 9875 -1216 -1216 228 SHS ISHARES CORE S & P 500 P 2023-12-19 109095 62258 46837 46837 324 SHS ISHARES MSCI EAFE SMALL P 2023-12-19 19890 17445 2445 2445 524 SHS SCHWAB INTERNATIONAL P 2023-12-19 19044 16382 2662 2662 242 SHS VANGUARD MID CAP ETF P 2023-12-19 56315 35056 21259 21259 81 SHS VANGUARD TOTAL STOCK P 2023-12-19 19263 12118 7145 7145 CAPITAL GAINS DIVIDENDS P 5441 5441 5441 122360 3760 0 3760 0 3760 2600 0 0 0 2600 X 0 1160 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 5890644 230570 34846 6156060 0 0 6156060 92341 6063719 303186 303186 3760 3760 299426 0 299426 0 299426 300000 0 300000 299426 288289 0 0 300000 288289 0 0 11711 0 0 0 0 0 0 0 0 287715 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) THE TEMPLE CONGREGATION B'NAI JEHUDAH 12320 NALL OVERLAND PARK KS 66209 N/A TAX-EXEMPT CHARITY SUPPORT RELIGIOUS MISSION OF SYNAGOGUE 60000 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 6000 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 10000 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 40000 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 10000 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 19000 HOPE HAVEN RWANDA 2417 N PERRY PARK ROAD SEDALIA CO 80135 N/A TAX-EXEMPT CHARITY TO TRANSFORM MURINDI RWANDA BY PROVIDING CHILDREN IN POVERTY WITH AN EXCEPTIONAL PRIMARY SCHOOL EDUCATION AND AN UNDERSTANDING OF JESUS CHRIST 15000 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 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 25000 TORAH LEARNING CENTER 8800 WEST 103RD STREET OVERLAND PARK KS 66212 N/A TAX-EXEMPT CHARITY OFFERS INNOVATIVE AND UNIQUE JEWISH PROGRAMMING AND EDUCATION --- KOSHER MEALS ON WHEELS 10000 300000 0 14 79 14 213141 18 122360 0 335580 0 335580 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. 5775 5775 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/OFFICERSOF THE MORGAN FAMILY LEGACY FOUNDATION, RESPONDING TO THOSE REQUESTS AND ANY OTHER TASKS THAT ARISETHROUGHOUT THE YEAR RELATED TO THE MORGAN FAMILY LEGACY FOUNDATION. THE FEES FOR HER SERVICES WEREBASED ON ACTUAL TIME SPENT PERFORMING THESE DUTIES AND WERE REASONABLE AND NOT EXCESSIVE. 35,536 SHS VALLEY VIEW BANCSHARES 1151366 2157035 455 SHS BERKSHIRE HATHAWAY INC 68343 162280 45 SHS AMERICAN TOWER CORP REIT 11904 9715 75 SHS CHEVRON CORP 7390 11187 110 SHS DUKE ENERGY CORP NEW 9739 10674 200 SHS FMC CORPORATION NEW 20450 12610 125 SHS IBM 15372 20444 200 SHS KRAFT HEINZ CO 6364 7396 300 SHS LKQ CORP 11306 14337 25 SHS LOCKHEED MARTIN CORP 9363 11331 100 SHS LOWES COMPANIES INC 18630 22255 64 SHS MEDTRONIC PLC 6183 5272 20 SHS NVIDIA CORP 1743 9904 125 SHS STARBUCKS CORP 9614 12001 150 SHS PARAMOUNT GLOBAL (FORMERLY VIACOMCBS INC) 3592 2219 75 SHS WALT DISNEY CO 9583 6772 75 SHS PEPSICO INC 10722 12738 100 SHS AMAZON COM INC 16945 15194 14 SHS KYNDRYL HLDGS INC 359 291 250 SHS SOUTHWEST AIRLINES CO 10433 7220 50 SHS UNITED PARCEL SERVICE INC CL B 9967 7862 100 SHS ALLSTATE CORP 11144 13998 20 SHS ELI LILY & CO 8408 11658 1440 SHS ISHARES CORE S & P 500 ETF AT COST 310797 687787 1855 SHS ISHARES CORE US AGGBD ET ETF AT COST 201508 184109 8578 SHS VANGUARD FTSE DEV MKT ETF AT COST 318063 410886 953 SHS VANGUARD INT-TERM CORP ETF AT COST 81301 77460 577 SHS VANGUARD MID CAP ETF AT COST 73891 134233 328 SHS ISHARES TRUST 3 7 YR TREAS BD ETF AT COST 40257 38419 5610 SHS SCHWAB STRATEGIC TR US REIT ETF AT COST 116023 116183 136 SHS WISDOMTREE TRUST EMG MKTS SMCAP ETF AT COST 5651 6789 1695 SHS VANGUARD TOTAL BND MRKT ETF AT COST 149779 124667 400 SHS SPDR BLOOMBERG INTERNATIONAL TREASURY BD ETF AT COST 11426 9272 300 SHS SPDR S & P 400 MID CAP VALUE ETF AT COST 16001 22014 50 SHS SPDR S & P 500 EFT TR UNIT SER I AT COST 19160 23765 1370.453 SHS AMERICAN BOND FUND OF AMERICA AT COST 18575 15747 1207.48 SHS AMERICAN HIGH-INCOME MUNICIPAL BOND CI F3 AT COST 19240 18064 173.65 SHS FRANKLIN DYNATECH CI R6 AT COST 21705 24627 1731.155 SHS PGIM TOTAL RETURN BOND AT COST 24737 20878 403.66 SHS AMERICAN INVESTMENT CO OF AMERICA CL F3 AT COST 20624 20328 1521.402 SHS DFA INTERNATIONAL SUSTAINABILITY CORE 1 CL 1 AT COST 20039 18622 2039.81 SHS JOHN HANCOCK INVESTMENT GRADE BOND CI R6 AT COST 21961 18685 876.648 SHS JOHN HANCOCK SMALL CAP CORE CL R6 AT COST 14912 13807 1151.679 SHS JPMORGAN EQUITY INCOME CI R6 AT COST 27406 26466 2357.023 SHS MFS MUNICIPAL LIMITED MATURITY AT COST 19698 18714 6883.194 SHS BLACKROCK MANAGED INCOME FUND AT COST 70275 64633 2681.424 SHS BLACKROCK HIGH YIELD MUNICIPAL FUND INVESTOR AT COST 27245 23891 3812.413 SHS BLACKROCK SHORT TERM MUNICIPAL FUND INVESTOR AT COST 38793 37743 11817.695 SHS BLACKROCK NATIONAL MUNICIPAL FUND INVESTOR AT COST 133129 120659 3711.098 SHS DFA EMERGING MARKETS SMA (DEMSX) AT COST 75368 84687 2555.394 SHS DFA INTERNATIONAL SMALL CO (DFISX) AT COST 50211 49345 4188.371 SHS DFA US MICRO CAP (DFSCX) AT COST 82359 110070 2440.318 SHS DFA US SMALL CAP VALUE (DFSVX) AT COST 63814 109668 5287 SHS ISHARES CORE MSCI (IEMG) AT COST 248643 267416 925 SHS ISHARES MSCI EAFE SMALL (SCZ) AT COST 46796 57258 287 SHS SCHWAB INTERNATIONAL (SCHF) AT COST 8973 10608 2231 SHS SPDR PORTFOLIO S & P 400 (SPMD) AT COST 74880 108694 84 SHS SPDR SHORT TERM (SPSB) AT COST 2482 2502 36 SHS VANGUARD INTERMEDIATE TRM (VGIT) AT COST 2179 2136 450 SHS SCHWAB US AGGREGATE BOND EXCHANGE TRADED FUND (SCHZ) AT COST 20671 20979 300 SHS VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF (VCIT) AT COST 23540 24384 DIVIDENDS DUE-EDWARD JONES 1323 1521 1521 DIVIDENDS DUE-SECURITY BANK 58430 58430 58430 INVESTMENT-TEPHRA DIGITAL ASSETS FUND LP 0 300000 300000 SUPPLIES/POST OFFICE BOX RENTAL 336 336 0 MISCELLANEOUS EXPENSE 49 0 0 INVESTMENT FEES-CREATIVE PLANNING INC/TD AMERITRADE 21876 21876 0 INVESTMENT FEES-EDWARD JONES 5297 5297 0 INVESTMENT FEES-CHARLES SCHWAB 7467 7467 0 FOREIGN TAXES ON INVESTMENT INCOME 3647 3647 0 TAXES AND LICENSES-KANSAS ANNUAL REPORT 40 40 0