2025-09-19T12:48:08-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 100 RIVERVIEW DRIVE SAVANNAH GA 31404 990PF 2024-01-01 582173256 MARY LANE MORRISON FOUNDATION INC C/O MARY REYNOLDS MORRISON MARY 9122336970 5745 OGEECHEE ROAD SAVANNAH GA 31405 MARY REYNOLDS MORRISON PRESIDENT 9122332463 2025-09-12 1 1 9122348243 2025-09-12 2024 2025-03-06 01:10:19Z X 2476958 X X 4 4 50207 50207 82440 998541 82440 580 580 133231 133231 0 0 0 3450 0 0 24627 24627 0 4003 2009 0 88 0 0 32168 26636 0 115000 115000 147168 26636 115000 -13937 106595 1 4 4 28014 57150 57150 906715 941736 1324511 1141456 1088359 1095293 2076186 2087249 2476958 0 0 X 0 0 0 0 2076186 2087249 2076186 2087249 2076186 2087249 2076186 -13937 25000 2087249 0 2087249 MS- 5258 SHORT TERM GAIN 2024-12-31 333371 316936 16435 16435 MS- 5258 LONG TERM GAIN 2024-12-31 663362 599165 64197 64197 MS- 5258 LONG TERM GAIN 2024-12-31 78 78 78 MS- 108515 CAPITAL GAIN DISTRIBUTIONS 2024-12-31 1730 1730 1730 82440 1482 0 1482 0 1482 0 0 0 0 0 15 1497 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 0 0 0 1 N/A MARY REYNOLDS MORRISON 9122332463 5747 OGEECHEE ROAD SAVANNAH GA 31405 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARY REYNOLDS MORRISON 5745 OGEECHEE ROAD SAVANNAH GA 31405 PRESIDENT 1.00 0 0 0 MARY MORRISON MOORE 5745 OGEECHEE ROAD SAVANNAH GA 31405 SECRETARY 1.00 0 0 0 TIMOTHY TEMPLE MOORE 5745 OGEECHEE ROAD SAVANNAH GA 31405 ASSISTANT SECRETARY 1.00 0 0 0 CAMILLE WARNELL MORRISON 5745 OGEECHEE ROAD SAVANNAH GA 31405 ASSISTANT TREASURER 1.00 0 0 0 HOWARD J MORRISON III 5745 OGEECHEE ROAD SAVANNAH GA 31405 TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 2436793 51687 0 2488480 0 0 2488480 37327 2451153 122558 122558 1482 1482 121076 0 121076 0 121076 115000 0 115000 121076 0 0 16821 7559 195 15561 66061 106197 115000 0 0 0 115000 0 6076 6076 100121 0 0 0 0 0 0 10745 89376 7559 195 15561 66061 X ATLANTA HISTORY CENTER 130 WEST PACES FERRY RD NW ATLANTA GA 30305 NONE PUBLIC CHARI SUPPORT OF OPERATIONS FOR AN ORGANIZATION CONNECTING PEOPLE, HISTORY, AND CULTURE 1000 ST MARTIN'S EPISCOPAL SCHOOL 3110-A ASHFORD DUNWOODY RD ATLANTA GA 30319 NONE PUBLIC CHARI SUPPORT OF OPERATIONS FOR A SCHOOL 1000 SOCIETY OF THE CINCINNATI 2118 MASSACHUSETTS AVENUE NW WASHINGTON DC 20008 NONE PUBLIC CHARI SUPPORT OF OPERATIONS FOR AN ORGANIZATION PROMOTING UNDERSTANDING AND APPRECIATION OF THE AMERICAN REVOLUTION 1000 JENKINS ATHLETIC CLUB SAVANNAH 6408 WATERS AVE SAVANNAH GA 31406 NONE PUBLIC CHARI SUPPORT OF OPERATIONS FOR AN ORGANIZATION BENEFITING CHILDREN AND YOUTH 1000 SAVANNAH MUSIC FESTIVAL 200 E LIBERTY SAVANNAH GA 31401 NONE PUBLIC CHARI SUPPORT OF OPERATIONS FOR A CULTURAL ORGANIZATION 1500 ATLANTA SPEECH SCHOOL 3160 NORTHSIDE PKWY NW ATLANTA GA 30327 NONE PUBLIC CHARI SUPPORT OF OPERATIONS FOR A SCHOOL 2500 COASTAL HERITAGE SOCIETY 303 MARTIN LUTHER KING JR BLVD SAVANNAH GA 31401 NONE SUPPORT OF ORGANIZATION PROVIDING EDUCATIONAL EXPERIENCES FOR THE PUBLIC THROUGH PRESERVATION AND PRESENTATIONS 2500 JUNIOR ACHIEVEMENT OF GA 6001 CHATHAM CENTER DR SAVANNAH GA 31405 NONE PUBLIC CHARI SUPPORT OF OPERATIONS FOR AN ORGANIZATION BENEFITING YOUTH 2500 FRIENDS OF MASSIE SCHOOL 207 EAST GORDON STREET SAVANNAH GA 31401 NONE PUBLIC CHARI SUPPORT OF OPERATIONS FOR A SCHOOL 2500 GEORGIA HISTORICAL SOCIETY C/O CAMILLA BANK PO BOX CAMILLA GA 31730 NONE PUBLIC CHARI SUPPORT OF OPERATIONS FOR AN EDUCATIONAL AND RESEARCH INSTITUTION 2500 GEORGIA TRUST FOR HISTORIC PRESERVATION 1516 PEACHTREE ST NW ATLANTA GA 30309 NONE PUBLIC CHARI SUPPORT OF OPERATIONS FOR AN ORGANIZATION PROMOTING HISTORIC PRESERVATION 2500 TELFAIR MUSEUM OF ART 121 BARNARD STREET SAVANNAH GA 31401 NONE PUBLIC CHARI SUPPORT OF OPERATIONS FOR A MUSEUM 2500 GIRL SCOUTS OF HISTORIC GEORGIA 508 SHARTOM DR AUGUSTA GA 30907 NONE PUBLIC CHARI SUPPORT OF OPERATIONS FOR AN ORGANIZATION BENEFITING CHILDREN AND YOUTH 5000 DOUBLE D FOUNDATION 101 WARFIGHTER WAY BLACK CREEK GA 31308 NONE PUBLIC CHARI SUPPORT OF OPERATIONS FOR AN ORGANIZATION ENCOURAGING PARTICIPATION IN SHOOTING SPORTS 5000 BAYLOR SCHOOL 171 BAYLOR SCHOOL ROAD CHATTANOOGA TN 37405 NONE PUBLIC CHARI SUPPORT OF OPERATIONS FOR A SCHOOL 5000 EMPLOYABILITY 7209 SEAWRIGHT DRIVE SAVANNAH GA 31406 NONE PUBLIC CHARI SUPPORT OF OPERATIONS FOR AN ORGANIZATION BENEFITING THOSE WITH IDD 5000 LOOP IT UP SAVANNAH 103 N FAHM ST SAVANNAH GA 31401 NONE PUBLIC CHARI SUPPORT OF OPERATIONS FOR AN ORGANIZATION BENEFITING CHILDREN 10000 SAINT ANDREWS SCHOOL 4081 REED ROAD COLUMBUS OH 43220 NONE PUBLIC CHARI SUPPORT OF OPERATIONS FOR A SCHOOL 10000 SAVANNAH CHILDREN'S CHOIR PO BOX 3521 SAVANNAH GA 31414 NONE PUBLIC CHARI SUPPORT OF OPERATIONS FOR AN ORGANIZATION BENEFITING CHILDREN 10000 UNITED WAY OF COASTAL GEORGIA 3400 PARKWOOD DR SUITE A BRUNSWICK GA 31520 NONE PUBLIC CHARI SUPPORT OF LOCAL NON-PROFIT ORGANIZATIONS 10000 SAINT VINCENT'S ACADEMY 207 E LIBERTY SAVANNAH GA 31401 NONE PUBLIC CHARI SUPPORT OF OPERATIONS FOR A SCHOOL 16000 BENEDICTINE MILITARY SCHOOL 6502 SEAWRIGHT DRIVE SAVANNAH GA 31406 NONE PUBLIC CHARI SUPPORT OF OPERATIONS FOR A SCHOOL 16000 115000 0 14 4 14 50207 14 580 18 82440 0 133231 0 133231 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 3450 0 0 CORPORATE STOCK 941736 1324511 EXCHANGE-TRADED AND CLOSED-END FUNDS AT COST 780812 805247 MUTUAL FUNDS AT COST 307547 290046 MISCELLANEOUS EXPENSE 88 0 0 OTHER INCOME 580 580 580 2023 UNCLEARED CHECK NEVER CLEARED 25000 MANAGEMENT AND ADVISORY FEES 24627 24627 0 FOREIGN TAXES 2009 2009 0 IRS PAYMENT 1994 0 0