2025-03-06T11:22:37-06:00 2024-11-30 202069908 O'HALLORAN SHERMAN ASSOCIATES LLC 4801 W 110TH ST SUITE 150 OVERLAND PARK KS 66211 990PF 2023-12-01 481024615 THE MORGAN FAMILY FOUNDATION MORG 9138312996 PO BOX 11332 OVERLAND PARK KS 66207 ERIKA R FEINGOLD SECRETARY 9138312996 2025-02-27 1 1 MARILYN R O'HALLORAN P01463913 9133418500 2025-02-21 2023 2025-03-06 01:10:19Z X 20956376 X X 104575 104575 565344 565344 96531 96531 96531 299531 1843993 299531 1065981 1065981 0 20000 20000 0 0 9700 9130 0 0 54227 54227 0 0 8304 804 0 0 143 43 0 0 92374 84204 0 0 290050 290050 382424 84204 0 290050 683557 981777 0 792066 596513 596513 1460709 1472781 1474470 7695297 7697072 14977008 1911807 2171249 2141357 540296 1146271 1162538 608955 608801 604490 13009130 13692687 20956376 0 0 X 19882069 19882069 0 0 -6872939 -6189382 13009130 13692687 13009130 13692687 13009130 683557 0 13692687 0 13692687 US TREASURY NTS DTD 11/15/14 2.25% 11/15/24 P 2023-12-08 145106 148741 -3635 -3635 7 SHS BROADCOM INC P 2024-01-05 7406 1718 5688 5688 95 SHS APPLE INC P 2024-01-05 17510 3636 13874 13874 90 SHS AMAZON.COM INC P 2024-01-11 13619 9144 4475 4475 75 SHS APPLE INC P 2024-01-11 13849 2870 10979 10979 US TREASURY NTS DTD 11/18/21 1.5% 11/30/28 P 2024-02-08 66642 74535 -7893 -7893 AMERICAN EXPRESS CO SR GLBL NT DTD 10/23/17 3% 10/23/24-24 P 2024-02-09 60979 61536 -557 -557 US TREASURY NTS DTD 2/15/15 2% 2/15/25 P 2024-02-09 131219 134759 -3540 -3540 106 SHS INTL FLAVORS & FRAGRANCES INC P 2024-03-26 8777 12921 -4144 -4144 435 SHS VERIZON COMMUNICATIONS INC P 2024-03-26 17439 20757 -3318 -3318 US TREASURY NTS DTD 12/31/21 1.25% 12/31/26 P 2024-04-05 55055 59126 -4071 -4071 US TREASURY NTS DTD 8/5/20 .625% 8/15/30 P 2024-04-05 78124 88323 -10199 -10199 US TREASURY NTS DTD 1/31/18 2.75% 2/15/28 P 2024-04-23 131317 141072 -9755 -9755 250 SHS STARBUCKS CORP P 2024-05-15 19093 13794 5299 5299 AMGEN INC SR GLBL NT DTD 5/22/14 3.625% 5/22/24-24 P 2024-05-22 92000 92000 0 0 US TREASURY NTS DTD 2/2/22 1.875% 2/15/23 P 2024-05-23 72543 84341 -11798 -11798 6 SHS CURTISS WRIGHT CORP P 2024-05-30 1663 560 1103 1103 US TREASURY NTS DTD 7/31/19 1.625% 8/15/29 P 2024-06-18 70247 79806 -9559 -9559 META PLATFORMS INC GLBL NT DTD 8/9/22 3.5% 8/15/27-27 P 2024-06-20 76996 77722 -726 -726 160 SHS ALPHABET INC CL C P 2024-07-24 29420 8059 21361 21361 66 SHS CHUBB LIMITED P 2024-07-24 17290 9217 8073 8073 29 SHS ALPHABET INC CL A P 2024-07-24 5287 1697 3590 3590 22 SHS COSTCO WHOLESALE CORPORATION P 2024-07-24 18639 3613 15026 15026 242 SHS APPLE INC P 2024-07-24 54418 9256 45162 45162 149 SHS NVIDIA CORPORATION P 2024-07-24 18271 1828 16443 16443 41 SHS META PLATFORMS INC CL A P 2024-07-24 20152 6192 13960 13960 53 SHS CATERPILLAR INC P 2024-07-24 18177 9161 9016 9016 94 SHS JPMORGAN CHASE & CO P 2024-07-24 19804 10813 8991 8991 105 SHS MERCK & CO INC P 2024-07-24 13093 6629 6464 6464 211 SHS BROADCOM INC P 2024-07-24 34336 5174 29162 29162 1000 SHS SCHWAB US LARGE CAP GROWTH ETF P 2024-07-24 102180 36790 65390 65390 380.344 SHS CLEARBRIDGE INTERNATIONAL GROWTH FUND CLASS P 2024-07-29 25000 19089 5911 5911 632.751 SHS INVESCO DEVELOPING MARKETS R6 P 2024-07-29 25000 26708 -1708 -1708 3 SHS CHUBB LIMITED P 2024-09-05 863 418 445 445 2 SHS WALMART INC P 2024-09-05 154 97 57 57 BANK OF AMERICA CORP FR 3.248% 10/21/27-26 P 2024-10-04 98599 98987 -388 -388 41 SHS WILLIAMS COS INC P 2024-11-06 2176 746 1430 1430 US TREASURY NTS DTD 9/8/22 3.5% 9/15/25 P 2024-11-20 79422 79573 -151 -151 VERIZON COMMUNICATIONS INC SR GLBL NT DTD 3/22/21 1.45% 3/20/26-26 P 2024-11-27 100201 103054 -2853 -2853 CAPITAL GAINS DIVIDENDS P 81927 81927 81927 299531 13647 0 13647 0 13647 12707 0 0 0 12707 X 0 940 0 0 0 0 0 0 0 0 0 0 1 1 KS 1 0 0 0 0 1 N/A MARK A MORGAN 9138312996 4600 COLLEGE BOULEVARD SUITE 102 OVERLAND PARK KS 66211 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARILYN J MORGAN PO BOX 11332 OVERLAND PARK KS 66207 PRESIDENT/DIRECTOR 1.00 0 0 0 ANNA MORGAN PO BOX 11332 OVERLAND PARK KS 66207 VICE PRESIDENT/DIRECTOR 1.00 0 0 0 ALEC MORGAN PO BOX 11332 OVERLAND PARK KS 66207 VICE PRESIDENT/DIRECTOR 1.00 0 0 0 ERIKA R FEINGOLD PO BOX 11332 OVERLAND PARK KS 66207 SECRETARY/DIRECTOR 10.00 20000 0 0 MARK A MORGAN PO BOX 11332 OVERLAND PARK KS 66207 TREASURER/DIRECTOR 1.00 0 0 0 CHAD FEINGOLD PO BOX 11332 OVERLAND PARK KS 66207 DIRECTOR 1.00 0 0 0 THOMAS S MORGAN PO BOX 11332 OVERLAND PARK KS 66207 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 N/A - ALL OF THE FOUNDATION'S CHARITABLE ACTIVITIES ARE CASH CONTRIBUTIONS PAID DIRECTLY TO TAX-EXEMPT CHARITABLE ORGANIZATIONS. 0 0 17563309 687088 1506933 19757330 0 0 19757330 296360 19460970 973049 973049 13647 13647 959402 0 959402 0 959402 290050 0 290050 959402 30804 0 0 290050 30804 0 0 259246 0 0 0 0 0 0 0 0 700156 0 0 0 ERIKA R FEINGOLD PO BOX 11332 OVERLAND PARK KS 66207 9138312996 BRIEF LETTER STATING GENERAL NATURE, GOALS, & PURPOSE OF REQUESTING ORGANIZATION. SUBMISSION SHOULD BE MADE BY NOV. 30TH FOR REQUEST FOR FUNDS FOR NEXT FISCAL YEAR. ORGANIZATION MUST BE TAX EXEMPT UNDER IRC 501(C)(3). BUSCH WILDLIFE SANCTUARY 2500 JUPITER PARK DRIVE JUPITER FL 33458 N/A - NONE TAX-EXEMPT CHARITY BUSCH WILDLIFE SANCTUARY HAS A TWO-FOLD MISSION OF WILDLIFE REHABILITATION AND ENVIRONMENTAL EDUCATION 5000 BRA COUTURE KC 4504 NE DE LA MAR COURT LEES SUMMIT MO 64064 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 17550 NORTH SHORE COUNTRY DAY SCHOOL 310 GREEN BAY RD WINNETKA IL 60093 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 10000 CHILDREN'S MERCY HOSPITAL 2401 GILLHAM ROAD KANSAS CITY MO 64108 N/A - NONE TAX-EXEMPT CHARITY IMPROVE THE HEALTH AND WELL BEING OF CHILDREN BY PROVIDING COMPREHENSIVE FAMILY-CENTERED HEALTH CARE 25000 HYMAN BRAND HEBREW ACADEMY 5801 WEST 115TH STREET OVERLAND PARK KS 66211 N/A - NONE TAX-EXEMPT CHARITY EDUCATION OF CHILDREN 10000 KU HILLEL 722 NEW HAMPSHIRE LAWRENCE KS 66044 N/A - NONE TAX-EXEMPT CHARITY SUPPORTS JEWISH COMMUNITY AND STUDENTS 5000 KEHILATH ISRAEL SYNAGOGUE 10501 CONSER ST OVERLAND PARK KS 66212 N/A - NONE TAX-EXEMPT CHARITY SUPPORT RELIGIOUS MISSION OF SYNAGOGUE 60000 KANSAS CITY KANSAS COMMUNITY COLLEGE 7250 STATE AVE KANSAS CITY KS 66112 N/A - NONE TAX-EXEMPT CHARITY TO INSPIRE INDIVIDUALS & ENRICH OUR COMMUNITY ONE STUDENT AT A TIME 50000 SPECIAL OLYMPICS 5280 FOXRIDGE DRIVE MISSION KS 66202 N/A - NONE TAX-EXEMPT CHARITY TO SUPPORT YEAR ROUND SPORTS TRAINING AND ATHLETIC COMPETITIONS FOR PEOPLE WITH DISABILITIES 500 PALM BEACH ZOO 1301 SUMMIT BLVD WEST PALM BEACH FL 33405 N/A - NONE TAX-EXEMPT CHARITY TO INSPIRE PEOPLE TO ACT ON BEHALF OF WILDLIFE AND THE NATURAL WORLD 2000 JEWISH COMMUNITY CAMPUS 5801 W 115TH STREET LEAWOOD KS 66211 N/A - NONE TAX-EXEMPT CHARITY IMPROVEMENT OF LIFE, EDUCATION, AND FAMILY SERVICES FOR JEWISH FAMILIES 50000 LOGGERHEAD MARINELIFE CENTER 14200 US HIGHWAY 1 JUNO BEACH FL 33408 N/A - NONE TAX-EXEMPT CHARITY TO PROMOTE CONSERVATION OF OCEAN ECOSYSTEMS WITH A SPECIAL FOCUS ON THREATENED AND ENDANGERED SEA TURTLES 5000 KU ENDOWMENT PO BOX 928 LAWRENCE KS 66044 N/A - NONE TAX-EXEMPT CHARITY TO PROVIDE PHILANTHROPIC SUPPORT TO BUILD A GREATER KU 10000 UMKC FOUNDATION 5115 OAK STREET 202 KANSAS CITY MO 64112 N/A - NONE TAX-EXEMPT CHARITY TO FOSTER A CULTURE THAT INSPIRES PHILANTHROPY TO ACHIEVE UNIVERSITY PRIORITIES 12500 LAJOLLA PARKS AND BEACHES PO BOX 185 LA JOLLA CA 92038 N/A - NONE TAX-EXEMPT CHARITY TO PRESERVE, PROTECT, AND ENHANCES THE PARKS, BEACHES, OTHER RECREATIONAL RESOURCES, OPEN SPACES AND COASTAL ACCESSES WITHIN AN AREA GENERALLY LOCATED IN THE VILLAGE OF LA JOLLA, CALIFORNIA, EXTENDING SOUTH TO AND INCLUDING THE BIRD ROCK NEIGHBORHOODS 2000 THE UNIVERSITY OF KANSAS HEALTH SYSTEM 4000 CAMBRIDGE STREET KANSAS CITY KS 66160 N/A - NONE TAX-EXEMPT CHARITY FUND THE ADVANCED TECHNOLOGY, CLINICAL RESEARCH, NEW EQUIPMENT AND SPECIALIZED CARE THAT PATIENTS NEED EVERY DAY 25000 FEED NORTHLAND KIDS 12200 N AMBASSADOR DR KANSAS CITY MO 64163 N/A - NONE TAX-EXEMPT CHARITY TO SERVE CHILDREN AND YOUTH BY PROVIDING THE NOURISHMENT THEY NEED TO GROW, LEARN, AND THRIVE 500 290050 0 14 104575 14 565344 16 96531 18 299531 0 1065981 0 1065981 0 0 0 0 0 0 0 0 0 0 O'HALLORAN SHERMAN ASSOCIATES, LLC-ACCOUNTING FOR ACTIVITY AND 0 0 0 0 PREPARATION OF FORM 990-PF. ASSIST WITH COMPLIANCE OF 0 0 0 0 PRIVATE FOUNDATION RULES AND REGULATIONS. 9130 9130 0 0 O'HALLORAN SHERMAN ASSOCIATES, LLC-ACCOUNTING FOR ACTIVITY AND 0 0 0 0 PREPARATION OF FORM 990-T (DEDUCTED ON FORM 990-T). 570 0 0 0 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. AON PLC SENIOR GLOBAL NOTE DTD 2/23/16 3.875% 12/15/25 65214 64427 AT&T INC GLBL NT DTD 5/28/20 2.3% 6/1/27-27 96250 90804 AMGEN INC SR GLBL NT DTD 5/22/14 3.625% 5/22/24-24 99811 101624 BANK AMERICA CORP FR 3.248% 10/21/27-26 105049 102724 GOLDMAN SACHS GROUP INC SR GLBL NT DTD 3/19/20 3.8% 3/15/30-29 66537 60897 46393.001 SHS LORD ABBETT SHORT DURATION INCOME I 184726 179541 LOWES COS INC SENIOR GLOBAL NOTE 3.1% 5/3/27-27 81270 79225 ORACLE CORP SENIOR GLOBAL NOTE DTD 6/29/16 2.65% 7/15/26-26 71581 70801 WELLS FARGO CO DTD 9/28/15 3.55% 9/29/25 111331 110070 PAYPAL HOLDINGS INC SR GLBL NT DTD 9/26/19 2.85% 10/1/29 82835 77776 STARBUCKS CORP SR GLBL NT DTD 3/12/20 2.25% 3/12/30-29 80762 73600 BROADCOM INC SR GLBL NT DTD 4/15/20 4.75% 4/15/29-29 73054 69006 CITIGROUP INC SR GLBL FIXED TO FLOAT DTD 6/9/21 1.462% 6/9/27-26 85393 82726 INTERCONTINENTAL EXCHANGE INC SR GLBL NT DTD 5/26/20 2.1% 6/15/30-30 82622 74499 MORGAN STANLEY FIXED TO FLOAT DTD 4/22/21 1.593% 5/4/27-26 77286 74531 31636.933 SHS FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INST'L PREMIUM 313796 325228 JP MORGAN CHASE & CO GLBL NT FIXED TO FLOAT DTD 11/8/21 2.545% 11/8/32-31 86891 90223 KEYCORP FR FIXED TO FLOAT DTD 5/23/22 4.789% 6/1/33-32 73977 77090 CVS HEALTH CORP SR GLBL NT DTD 6/2/23 5% 1/30/29-28 75084 75207 GENERAL MOTORS FINANCIAL CO INC SR GLBL NT DTD 6/18/24 5.35% 7/15/27-24 89124 90131 CHARLES SCHWAB CORPORATION SR NT FIXED TO FLOAT DTD 11/17/23 6.196% 11/17/29 93217 94778 WILLIAMS COS INC SR GLBL NT DTD 8/10/23 5.3% 8/15/28-28 75439 76449 6590.487 SHS INVESCO DEVELOPING MARKETS R6 269066 253866 347 SHS ABBVIE INC 40827 63477 102 SHS ADOBE INC 27507 52625 1143 SHS ALPHABET INC CL A 50688 193110 1004 SHS AMAZON.COM INC 67425 208722 159 SHS AMERICAN TOWER CORP REIT 24759 33231 103 SHS AMERIPRISE FINANCIAL INC 15651 59119 35 SHS AMGEN INC 6503 9900 1046 SHS APPLE INC 30233 248247 83 SHS APPLIED MATERIALS INC 2947 14501 45 SHS AVERY DENNISON CORP 4132 9268 206 SHS BERKSHIRE HATHAWAY INC CLASS B 47921 99502 18 SHS BOOKING HLDGS INC 32230 93636 599 SHS BROADCOM INC 14520 97086 321 SHS CSX CORP 4958 11733 48 SHS CASEYS GENERAL STORES INC 4632 20203 190 SHS CATERPILLAR INC 21273 77161 62 SHS CHEVRON CORPORATION 4566 10040 139 SHS CHURCH & DWIGHT CO INC 6410 15308 1279 SHS CISCO SYSTEMS INC 50114 75730 190 SHS COCA COLA CO 8636 12175 362 SHS CONOCOPHILLIPS 22822 39219 78 SHS COSTCO WHOLESALE CORP 12809 75807 48 SHS CURTISS WRIGHT CORP 4476 17934 5968.495 SHS DFA EMERGING MARKETS CORE EQUITY 131204 142766 9776.138 SHS DFA US SMALL CAP 350000 519602 137 SHS DANAHER CORP 10360 32838 24 SHS DEERE & CO INC 2775 11182 399 SHS DENTSPLY SIRONA INC 14082 7840 404 SHS WALT DISNEY CO 41169 47458 788 SHS DOW INC 46471 34837 185 SHS ECOLAB INC 25405 46022 142 SHS EMERSON ELECTRIC CO 8340 18829 422 SHS ENBRIDGE INC 12951 18306 142 SHS ENTERGY CORP 10611 22176 724 SHS EXXON MOBIL CORP 63678 85403 101 SHS META PLATFORMS INC CL A 8725 58006 2351 SHS FORD MOTOR CO 23366 26167 250 SHS FORTIVE CORP 15519 19833 469 SHS HILLENBRAND INC 15762 15960 169 SHS HOME DEPOT INC 17733 72523 418 SHS HORMEL FOODS CORP 12786 13556 1129 SHS HUNTINGTON BANCSHARES INC 14296 20333 354 SHS JPMORGAN CHASE & CO 24710 88401 387 SHS LKQ CORP 12336 15205 48 SHS LABCORP HOLDINGS 7591 11576 2252.331 SHS CLEARBRIDGE INTERNATIONAL GROWTH FUND CLASS IS 113045 153001 9 SHS ELI LILLY & CO 679 7158 13716.728 SHS MFS MID CAP VALUE R6 338046 519452 13209.344 SHS MFS INTERNATIONAL VALUE R6 558618 547395 207 SHS MAGNA INTERNATIONAL INC 11609 9344 180 SHS MCDONALDS CORP 33461 53282 571 SHS MERCK & CO INC 31683 58036 681 SHS MICROSOFT CORP 59752 288376 97 SHS NORTHROP GRUMMAN CORP 29119 47496 99 SHS NOVARTIS A G SPONSORED ADR 6906 10471 6461 SHS NVIDIA CORPORATION 27356 893233 245 SHS PNC FINANCIAL SERVICES GROUP INC 32741 52606 752 SHS PAYPAL HOLDINGS INC 76437 65251 360 SHS PEPSICO INC 38666 58842 165 SHS PHILIP MORRIS INTERNATIONAL INC 13933 21955 225 SHS PROCTOR & GAMBLE CO 17131 40334 705 SHS RTX CORPORATION 51210 85890 520 SHS REGIONS FINANCIAL CORP 6948 14175 3534.168 SHS T ROWE PRICE MID-CAP GROWTH I 326010 409469 229 SHS SALESFORCE INC 24548 75568 209 SHS SCHLUMBERGER 9509 9183 243 SHS CHARLES SCHWAB CORPORATION 12159 20111 18000 SHS SCHWAB US LARGE CAP GROWTH ETF 161902 500220 132 SHS SONOCO PRODUCTS 6319 6848 190 SHS SOUTHERN COMPANY 8577 16935 103 SHS THERMO FISHER SCIENTIFIC INC 19676 54552 79 SHS TRAVELERS COMPANIES INC 10233 21017 308 SHS US BANCORP 14938 16413 194 SHS UNION PACIFIC CORP 24448 47464 84 SHS UNITED PARCEL SERVICE INC CL B 10193 11400 178 SHS UNITEDHEALTH GROUP INC 37999 108616 1100 SHS VANGUARD REIT ETF 98955 107976 1288 SHS PARAMOUNT GLOBAL CL B 24235 13975 206 SHS VISA INC CL A 19395 64906 1111 SHS WALMART INC 34096 102768 64 SHS WASTE MANAGEMENT INC 4869 14606 311 SHS WILLIAMS COS INC 5657 18200 206 SHS EATON CORP PLC 15096 77336 255 SHS CHUBB LIMITED 33691 73626 347 SHS TE CONNECTIVITY LTD 32163 52438 106607 SHS VALLEY VIEW BANCSHARES 3454067 6869755 83 SHS BOOZ ALLEN HAMILTON HOLDING CORP CL A 6499 12299 208 SHS HONEYWELL INTERNATIONAL INC 44818 48449 208 SHS PINNACLE WEST 15927 19490 77 SHS QUALCOMM INC 10501 12207 177 SHS TESLA MOTORS INC 63335 61093 139 SHS CANADIAN PACIFIC RAILWAY LTD 7780 10646 125 SHS FIDELITY NATL INFORMATION SVCS 12754 10663 106 SHS MCCORMICK & CO INC 8350 8311 144 SHS U-HAUL HOLDING CO SER N 4912 8991 114 SHS FORTREA HOLDINGS INC 3171 2400 29 SHS ACCENTURE PLC 9167 10509 170 SHS ZOETIS INC CL A 26766 29792 3 SHS ASML HOLDINGS N V 2042 2060 1472781 1474470 0 0 3750 SHS ISHARES GOLD TRUST ETF AT COST 103125 188437 40469.502 SHS MSD PARTNERS, L.P. AT COST 1043146 974101 INVESTMENT - H-M PROPERTIES LIMITED LIABILITY COMPANY 608955 608801 604490 FROM K-1 - H-M PROPERTIES LIMITED LIABILITY COMPANY - NONDEDUCTIBLE EXPENSES 100 0 0 0 BANK CHARGES 43 43 0 0 REGISTERED AGENT FEE 121 121 0 0 INVESTMENT FEES - MIDWEST TRUST 54106 54106 0 0 KS ANNUAL REPORT 80 80 0 0 FOREIGN TAXES PAID ON INVESTMENT INCOME 724 724 0 0 FEDERAL EXCISE TAX ON INVESTMENT INCOME 7500 0 0 0