2026-03-10T16:09:20-05:00 2025-11-30 202069908 O'HALLORAN SHERMAN ASSOCIATES LLC 4801 W 110TH ST SUITE 150 OVERLAND PARK KS 66211 990PF 2024-12-01 481024615 THE MORGAN FAMILY FOUNDATION MORG 9138312996 PO BOX 11332 OVERLAND PARK KS 66207 ERIKA R FEINGOLD SECRETARY 9138312996 2026-03-10 1 1 MARILYN R O'HALLORAN P01463913 9133418500 2026-03-09 2024 2025-03-06 01:10:19Z X 22884270 X X 147720 147720 645902 645902 92800 92800 92800 640467 2636617 640467 1526889 1526889 0 20000 20000 0 0 19244 19244 0 0 9840 9255 0 0 58989 58989 0 0 22012 1072 0 0 130085 108560 0 0 921350 921350 1051435 108560 0 921350 475454 1418329 0 596513 336157 336157 1472781 1778088 1812905 7697072 7533372 15433048 2171249 2062950 2083046 1146271 1842551 2038877 608801 615023 1180237 13692687 14168141 22884270 0 0 X 19882069 19882069 0 0 -6189382 -5713928 13692687 14168141 13692687 14168141 13692687 475454 0 14168141 0 14168141 PAYPAL HOLDINGS INC SR GLBL NT DTD 9/26/19 2.85% 10/1/29-29 P 2024-12-04 77656 82875 -5219 -5219 399 SHS DENTSPLY SIRONA INC P 2024-12-11 7790 14082 -6292 -6292 114 SHS FORTREA HOLDINGS INC P 2024-12-11 2449 3171 -722 -722 8 SHS CURTISS WRIGHT CORP P 2024-12-12 2942 746 2196 2196 2351 SHS FORD MOTOR CO P 2025-01-03 23077 23366 -289 -289 266 SHS DISNEY WALT CO P 2025-01-03 29503 30132 -629 -629 6590.487 SHS INVESCO DEVELOPING MARKETS R6 P 2025-01-07 252679 269066 -16387 -16387 82 SHS ENTERGY CORP P 2025-02-14 6821 3358 3463 3463 147 SHS UNITEDHEALTH GROUP INC P 2025-02-25 64527 34955 29572 29572 1000 SHS NVIDIA CORPORATION P 2025-02-26 128167 8918 119249 119249 9775.171 SHS FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INSTITUTIONAL PREM P 2025-02-26 100000 98338 1662 1662 US TREASURY NOTE 2.625% 1/31/26 P 2025-03-04 143034 144074 -1040 -1040 1288 SHS PARAMOUNT GLOBAL CL B P 2025-03-14 14911 24235 -9324 -9324 250 SHS ISHARES GOLD TRUST ETF P 2025-03-19 14305 6875 7430 7430 1000 SHS NVIDIA CORPORATION P 2025-03-25 121838 3870 117968 117968 7 SHS UNITEDHEALTH GROUP INC P 2025-04-01 3655 692 2963 2963 12 SHS CASEYS GENERAL STORES INC P 2025-04-09 5196 1158 4038 4038 200 SHS VANGUARD REAL ESTATE INDEX FUND ETF P 2025-04-16 17148 17992 -844 -844 3534.168 SHS T ROWE PRICE MID-CAP GROWTH I P 2025-04-24 316344 326010 -9666 -9666 54 SHS WALMART INC P 2025-05-07 5356 2611 2745 2745 49 SHS WALT DISNEY CO P 2025-05-07 4530 3919 611 611 INTERCONTINENTAL EXCHANGE INC SR GLBL NT DTD 5/26/20 2.1% 6/15/30-30 P 2025-05-07 84368 91675 -7307 -7307 WELLS FARGO & CO DTD 9/28/15 3.55% 9/29/25 P 2025-05-07 110582 111028 -446 -446 US TREASURY NTS DTD 11/22/23 4.375% 11/30/28 P 2025-05-14 74783 74259 524 524 .33 SH RALLIANT P 2025-07-02 15 15 0 0 83 SHS RALLIANT P 2025-07-09 3957 3801 156 156 US TREASURY NTS DTD 9/8/22 3.5% 9/15/25 P 2025-07-15 79919 79744 175 175 9 SHS CURTISS WRIGHT CORP P 2025-07-18 4358 839 3519 3519 82 SHS ALPHABET INC CL A P 2025-09-18 20338 5957 14381 14381 83 SHS TE CONNECTIVITY PLC P 2025-09-22 17802 8174 9628 9628 140 SHS CISCO SYSTEMS INC P 2025-09-22 9430 6534 2896 2896 418 SHS HORMEL FOODS CORP P 2025-10-01 10282 12786 -2504 -2504 788 SHS DOW INC P 2025-10-16 17309 46471 -29162 -29162 AON PLC SENIOR GLOBAL NOTE DTD 2/23/16 3.875% 12/15/25-25 P 2025-10-29 64960 64994 -34 -34 469 SHS HILLENBRAND INC P 2025-10-31 14766 15761 -995 -995 250 SHS NVIDIA CORPORATION P 2025-11-05 49775 968 48807 48807 2000 SHS SCHWAB US LARGE CAP GROWTH ETF P 2025-11-05 65780 18395 47385 47385 35 SHS TESLA MOTORS INC P 2025-11-05 15574 12524 3050 3050 407 SHS NVIDIA CORPORATION P 2025-11-05 80937 1575 79362 79362 153 SHS ALPHABET INC CL A P 2025-11-05 42409 8888 33521 33521 154 SHS BROADCOM INC P 2025-11-05 54473 3733 50740 50740 52 SHS SOLSTICE ADVANCED MATERIALS INC P 2025-11-05 2262 2640 -378 -378 21861.762 SHS FIDELITY SHORT-TERM TREASURY BOND INDEX P 2025-11-05 228018 215458 12560 12560 US TREASURY NTS DTD 2/16/23 4% 2/29/28 P 2025-11-05 111053 109488 1565 1565 CAPITAL GAINS DIVIDENDS P 131539 131539 131539 640467 19715 0 19715 0 19715 20000 0 0 0 20000 X 0 285 285 0 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 18697570 787456 2610916 22095942 0 0 22095942 331439 21764503 1088225 1088225 19715 19715 1068510 0 1068510 0 1068510 921350 0 921350 1068510 700156 0 0 921350 700156 0 0 221194 0 0 0 0 0 0 0 0 847316 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). 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 10250 CENTER FOR PRACTICAL BIOETHICS 1111 MAIN STREET SUITE 500 KANSAS CITY MO 64105 N/A - NONE TAX-EXEMPT CHARITY HELPS HEALTHCARE STAKEHOLDERS GRAPPLE WITH DIFFICULT ISSUES IN HEALTHCARE AND RESEARCH INVOLVING PATIENTS 10000 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 20000 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 85600 HYMAN BRAND HEBREW ACADEMY 5801 WEST 115TH STREET OVERLAND PARK KS 66211 N/A - NONE TAX-EXEMPT CHARITY EDUCATION OF CHILDREN 10000 JEWISH COMMUNITY CENTER 5801 W 115TH STREET SUITE 103 OVERLAND PARK KS 66211 N/A - NONE TAX-EXEMPT CHARITY IMPROVEMENT OF LIFE, EDUCATION, AND FAMILY SERVICES FOR JEWISH FAMILIES 270000 JEWISH FAMILY & CHILDREN SERVICES OF GREATER KC 5801 W 115TH STREET SUITE 103 OVERLAND PARK KS 66211 N/A - NONE TAX-EXEMPT CHARITY PROVIDE ESSENTIAL PROGRAMS AND SERVICES FOR INDIVIDUALS AND FAMILIES COPING WITH CRISIS AND LIFE'S EVERYDAY CHALLENGES 50000 KEHILATH ISRAEL SYNAGOGUE 10501 CONSER ST OVERLAND PARK KS 66212 N/A - NONE TAX-EXEMPT CHARITY SUPPORT RELIGIOUS MISSION OF SYNAGOGUE 70000 PRESENT NOW 149 SOUTH BARRINGTON AVE 791 LOS ANGELES CA 90049 N/A - NONE TAX-EXEMPT CHARITY DEDICATED TO SUPPORTING BABIES, CHILDREN AND TEENS ENTERING AND LIVING IN TRANSITIONAL AND CRISIS DOMESTIC VIOLENCE SHELTERS 50000 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 100000 SYNERGY SERVICES 400 EAST SIXTH STREET PARKVILLE MO 64152 N/A - NONE TAX-EXEMPT CHARITY PROVIDE SERVICES, EDUCATION AND A SAFE PLACE FOR VICTIMS OF VIOLENCE 50000 VAAD HAKASHRUTH OF KANSAS CITY 9900 ANTIOCH ROAD OVERLAND PARK KS 66212 N/A - NONE TAX-EXEMPT CHARITY TO FACILITATE AND MAKE AVAILABLE KOSHER FOOD FOR THE PUBLIC THROUGH KOSHER CERTIFICATION, SUPERVISION, EDUCATION AND INSPECTION OF CATERERS, WHOLESALE AND RETAIL FOOD VENDORS, AND FOOD PRODUCTION COMPANIES IN THE GREATER KANSAS CITY REGION 10000 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 10000 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 40000 ACTORS TRAINING CENTER 1159 WILMETTE AVE SUITE 8 WILMETTE IL 60091 N/A - NONE TAX-EXEMPT CHARITY TO IGNITE PASSION FOR THE PERFORMING ARTS AT ALL AGES AND TO GIVE STUDENTS A PLATFORM TO USE THEIR ART TO EFFECT MEANINGFUL CHANGE IN THEIR COMMUNITIES AND THE WORLD AROUND THEM 15000 GIVEWELL 1714 FRANKLIN STREET 100335 OAKLAND CA 94612 N/A - NONE TAX-EXEMPT CHARITY TO HELP PEOPLE IN NEED AS MUCH AS WE CAN BY RESEARCHING THE MOST COST-EFFECTIVE WAYS TO SAVE AND IMPROVE LIVES, SHARING OUR WORK OPENLY, AND DIRECTING DONATIONS TO THE PROGRAMS WE BELIEVE WILL DO THE MOST GOOD 100000 LEVELUP KIDS 5416 NE ANTIOCH ROAD KANSAS CITY MO 64119 N/A - NONE TAX-EXEMPT CHARITY TO PROVIDE ACCESS TO SERVICES THAT EMPOWER FAMILIES AND CREATE OPPORTUNITIES FOR LOW-INCOME CHILDREN TO SUCCEED IN SCHOOL AND LIFE 500 TRUSTBRIDGE HOSPICE 5300 EAST AVENUE WEST PALM BEACH FL 33407 N/A - NONE TAX-EXEMPT CHARITY TO PROVIDE FAMILIES WITH ACCESS TO COMPASSIONATE, EXPERT AND PROFESSIONAL HEALTHCARE SERVICES IN THEIR TIME OF NEED, THROUGHOUT THEIR LIFESPAN 20000 921350 0 14 147720 14 645902 16 92800 18 640467 0 1526889 0 1526889 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. 9255 9255 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). 585 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. AT&T INC GLBL NT DTD 5/28/20 2.3% 6/1/27-27 105698 103308 AMGEN INC SR GLBL NT DTD 3/2/23 5.25% 3/2/33-32 109669 114648 BANK AMERICA CORP SR NT FIXED TO FLOAT DTD 1/23/24 5.468% 1/23/35-34 114586 115691 GOLDMAN SACHS GROUP INC SR GLBL NT DTD 3/19/20 3.8% 3/15/30-29 75931 73031 LOWES COS INC SENIOR GLOBAL NOTE 3.1% 5/3/27-27 91149 90832 ORACLE CORP SENIOR GLOBAL NOTE DTD 6/29/16 2.65% 7/15/26-26 71904 72328 WELLS FARGO & CO FR FIXED TO FLOAT DTD 4/23/25 5.15% 4/23/31-30 116285 119099 STARBUCKS CORP SR GLBL NT DTD 3/12/20 2.25% 3/12/30-29 90070 85953 BROADCOM INC SR GLBL NT DTD 4/15/20 4.75% 4/15/29-29 82048 80690 CITIGROUP INC SR GLBL FIXED TO FLOAT DTD 6/9/21 1.462% 6/9/27-26 95538 95618 MORGAN STANLEY FIXED TO FLOAT DTD 4/22/21 1.593% 5/4/27-26 87309 87039 JP MORGAN CHASE & CO GLBL NT FIXED TO FLOAT DTD 11/8/21 2.545% 11/8/32-31 106793 113166 KEYCORP FR FIXED TO FLOAT DTD 5/23/22 4.789% 6/1/33-32 84055 90158 CVS HEALTH CORP SR GLBL NT DTD 6/2/23 5% 1/30/29-28 84941 86965 GENERAL 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424 SHS LKQ CORP 13716 12589 48 SHS LABCORP HOLDINGS 7591 12901 2252.331 SHS CLEARBRIDGE INTERNATIONAL GROWTH FUND CLASS IS 113045 178137 9 SHS ELI LILLY & CO 679 9679 13716.728 SHS MFS MID CAP VALUE R6 338046 463351 13209.344 SHS MFS INTERNATIONAL VALUE R6 558618 620047 207 SHS MAGNA INTERNATIONAL INC 11609 10110 180 SHS MCDONALDS CORP 33461 56128 706 SHS MERCK & CO INC 45141 74010 681 SHS MICROSOFT CORP 59752 335059 97 SHS NORTHROP GRUMMAN CORP 29119 55508 99 SHS NOVARTIS A G SPONSORED ADR 6906 12910 3804 SHS NVIDIA CORPORATION 12025 673308 245 SHS PNC FINANCIAL SERVICES GROUP INC 32741 46726 752 SHS PAYPAL HOLDINGS INC 76437 47143 360 SHS PEPSICO INC 38666 53546 165 SHS PHILIP MORRIS INTERNATIONAL INC 13933 25984 256 SHS PROCTOR & GAMBLE CO 21745 37929 705 SHS RTX CORPORATION 51210 123312 520 SHS REGIONS FINANCIAL CORP 6948 13234 229 SHS SALESFORCE INC 24548 52794 422 SHS SCHLUMBERGER 16869 15293 243 SHS CHARLES SCHWAB CORPORATION 12159 22533 16000 SHS SCHWAB US LARGE CAP GROWTH ETF 143507 524800 132 SHS SONOCO PRODUCTS 6319 5566 190 SHS SOUTHERN COMPANY 8577 17313 103 SHS THERMO FISHER SCIENTIFIC INC 19676 60855 79 SHS TRAVELERS COMPANIES INC 10233 23136 308 SHS US BANCORP 14938 15107 194 SHS UNION PACIFIC CORP 24448 44975 84 SHS UNITED PARCEL SERVICE INC CL B 10193 8046 24 SHS UNITEDHEALTH GROUP INC 2351 7914 900 SHS VANGUARD REAL ESTATE INDEX FUND ETF 80964 82206 206 SHS VISA INC CL A 19395 68895 1057 SHS WALMART INC 31485 116809 64 SHS WASTE MANAGEMENT INC 4869 13944 311 SHS WILLIAMS COS INC 5657 18949 206 SHS EATON CORP PLC 15096 71253 255 SHS CHUBB LIMITED 33691 75526 264 SHS TE CONNECTIVITY LTD 23989 59704 106607 SHS VALLEY VIEW BANCSHARES 3454067 7202369 149 SHS BOOZ ALLEN HAMILTON HOLDING CORP CL A 13522 12436 208 SHS HONEYWELL INTERNATIONAL INC 42178 39976 208 SHS PINNACLE WEST 15927 18899 77 SHS QUALCOMM INC 10501 12943 142 SHS TESLA MOTORS INC 50811 61084 148 SHS FIDELITY NATL INFORMATION SVCS 14385 9734 144 SHS U-HAUL HOLDING CO SER N 4912 6927 29 SHS ACCENTURE PLC 9167 7250 170 SHS ZOETIS INC CL A 26766 21791 12 SHS ASML HOLDINGS N V ADR 7823 12720 BECTON DICKINSON & COMPANY 11859 11447 335 SHS BLACKSTONE INC 46451 49051 139 SHS CANADIAN PACIFIC KANSAS CITY LIMITED 7780 10087 40 SHS CHARLES RIVER LABS INTL INC 7115 7126 124 SHS EQUITY LIFESTYLE PROPERTIES INC REIT 8120 7796 2560.42 SHS FIDELITY INTERNATIONAL INDEX FUND 125000 156160 158 MCCORMICK & CO INC NON VOTING 11845 10662 71 SHS MORGAN STANLEY 8012 12046 13 SHS VALMONT INDUSTRIES INC 3970 5369 1300 VANGUARD MID-CAP INDEX FUND ETF 323375 379795 1778088 1812905 0 0 3500 SHS ISHARES GOLD TRUST ETF AT COST 96250 277935 73342.009 SHS MSD PARTNERS, L.P. AT COST 1746301 1760942 SPENCER FANE LLP - REVIEW OF 990-PF AND LEGAL ADVICE REGARDING COMPLIANCE 0 0 0 0 WITH PRIVATE FOUNDATION RULES AND REGULATIONS 19244 19244 0 0 INVESTMENT - H-M PROPERTIES LIMITED LIABILITY COMPANY 608801 615023 1180237 REGISTERED AGENT FEE 121 121 0 0 INVESTMENT FEES - MIDWEST TRUST 58868 58868 0 0 FOREIGN TAXES PAID ON INVESTMENT INCOME 1072 1072 0 0 FEDERAL EXCISE TAX ON INVESTMENT INCOME 20940 0 0 0