2026-02-02T15:08:46-08:00 2025-12-31 273103702 BLACK CORAL FINANCIAL ADVISORS LLC 350 CLARK DRIVE SUITE 320 BUDD LAKE NJ 07828 990PF 2025-01-01 223623403 THE MORRISON FAMILY FOUNDATION MORR 9733528600 350 CLARK DRIVE MOUNT OLIVE NJ 07828 DALE F MORRISON PRESIDENT 9733528600 2026-01-31 STEPHEN LISKA P00284907 2026-02-02 2025 2025-03-06 01:10:19Z X 255334 X 202086 2118 2118 2118 47901 131324 47901 0 0 252105 50019 2118 0 0 0 2750 2750 2750 0 0 2750 2750 2750 0 365171 0 367921 2750 2750 0 -115816 47269 0 19135 14747 14747 0 0 371345 240587 240587 0 0 0 0 0 0 390480 255334 255334 0 0 0 0 0 X 390480 255334 390480 255334 390480 255334 390480 -115816 40468 315132 59798 255334 34 PAYLOCITY D 2020-04-21 2025-08-14 5886 0 5689 197 0 0 0 197 105 QUAKER D 2020-04-21 2025-08-14 14297 0 9887 4410 0 0 0 4410 500 TANDEM D 2020-04-21 2025-08-14 5777 0 11902 -6125 0 0 0 -6125 110 INTEGER D 2020-04-21 2025-09-23 11339 0 7572 3767 0 0 0 3767 130 ITT D 2020-04-21 2025-09-23 23701 0 11522 12179 0 0 0 12179 80 LECO D 2020-04-21 2025-09-23 19007 0 10518 8489 0 0 0 8489 305 ROL D 2020-04-21 2025-09-23 16930 0 7407 9523 0 0 0 9523 380 TOAST D 2020-04-21 2025-09-23 14252 0 8228 6024 0 0 0 6024 150 WINTRUST D 2020-04-21 2025-09-23 20135 0 10698 9437 0 0 0 9437 47901 657 0 657 0 657 0 X 33 690 0 false false false false false false false false true true true false false false false true N/A BLACK CORAL FINANCIAL ADVISORS 9733528600 500 INTERNATIONAL DRIVE SUITE 300 MOUNT OLIVE NJ 07828 false false false false false false false false false false false false false false false false false false false false false BARBARA MORRISON - CO BLACK CORAL F 500 INTERNATIONAL DR SUITE 300 MOUNT OLIVE NJ 07828 PRESIDENT, SECRETARY - AS NEEDED 0.00 0 0 0 ANDREA ECKERT - CO BLACK CORAL FIN 500 INTERNATIONAL DR SUITE 300 MOUNT OLIVE NJ 07828 TRUSTEE - AS NEEDED 0.00 0 0 0 MARK MORRISON - CO BLACK CORAL FIN 500 INTERNATIONAL DR SUITE 300 MOUNT OLIVE NJ 07828 TRUSTEE - AS NEEDED 0.00 0 0 0 NONE 0 NONE 0 PLEASE NOTE,THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501 (C)(3). 0 411493 0 0 411493 0 411493 6172 405321 20266 20266 657 657 19609 19609 19609 0 19609 0 0 0 0 0 0 0 0 0 0 0 0 19609 0 0 0 0 0 0 0 DALE F MORRISON AND BARBARA L MORRI NONE X NASSAU PRESBYTERIAN CHURCH 61 NASSAU ST PRINCETON NJ 08542 PC 11/13/25AUTO DEBITCHARITABLE PURPOSES 5000 WOUNDED WARRIOR 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 PC 11/12/25AUTO DEBITCHARITABLE PURPOSES 3000 NCH CENTER FOR PHILANTHROPY 350 7TH STEET N NAPLES FL 32818 PC 12/16/25AUTO DEBITCHARITABLE PURPOSES 7505 THE IMMOKALEE FOUNDATION 908 ROBERTS AVE W IMOKALEE FL 34142 PC 05/21/25AUTO DEBITCHARITABLE PURPOSES 1005 THE IMMOKALEE FOUNDATION 908 ROBERTS AVE W IMOKALEE FL 34142 PC 04/18/25CHECK # 414CHARITABLE PURPOSES 435 THE IMMOKALEE FOUNDATION 908 ROBERTS AVE W IMOKALEE FL 34142 PC 09/23/25WIRE TRANSFERCHARITABLE PURPOSES 10000 THE IMMOKALEE FOUNDATION 908 ROBERTS AVE W IMOKALEE FL 34142 PC 09/23/25WIRE TRANSFERCHARITABLE PURPOSES 100000 TUNNELS TO TOWERS 2361 HYLAN BLVD STATEN ISLAND NY 10306 PC 11/12/25DIRECT DEBITCHARITABLE PURPOSES 3000 UNIVERSITY OF NORTH DAKOTA 3501 UNIVERSITY AVE GRAND FORKS ND 58202 PC 03/25/25CHECK # 411CHARITABLE PURPOSES 7286 UNIVERSITY OF NORTH DAKOTA 3501 UNIVERSITY AVE GRAND FORKS ND 58202 PC 09/15/25ACAT SECURITIES TRANSFERCHARITABLE PURPOSES 99983 UNIVERSITY OF NORTH DAKOTA 3501 UNIVERSITY AVE GRAND FORKS ND 58202 PC 06/16/25ACAT SECURITIES TRANSFERCHARITABLE PURPOSES 99887 NAPLES BOTANTICAL GARDEN 4820 BAYSHORE DRIVE NAPLES FL 34112 PC 08/15/25CHECK # 415CHARITABLE PURPOSES 23570 CHRIST CHILD SOCIETY OF NAPLES 8805 TAMIAMI TRAIL NORTH 202 NAPLES FL 34108 PC 02/20/25CHECK # 407CHARITABLE PURPOSES 1000 WOMENS FOUNDATION OF COLLIER COUNTY 1110 PINE RIDGE ROAD NAPLES FL 34108 PC 04/18/25CHECK # 409CHARITABLE PURPOSES 1000 ARTIS NAPLES 5833 PELICAN BAY BLVD NAPLES FL 34108 PC 04/18/25CHECK # 412CHARITABLE PURPOSES 2500 365171 14 2118 18 0 47901 2118 47901 50019 1 NOT APPLICABLE false false false false false false false false false false X X 1 BARBARA L MORRISON 1278 WAGGLE WAY NAPLES FL 34108 202086 X 1 150 WINTRUST FINANCIAL 17092 2025-05-02 1 110 INTERGER HOLDINGS 13859 2025-05-02 1 130 ITT 18387 2025-05-02 1 285 PERFORMANCE FOOD 23393 2025-05-02 1 64 GUIDEWIRE 13265 2025-05-02 1 305 ROLLINS 17353 2025-05-02 1 34 PAYLOCITY 6462 2025-05-02 1 139 GRAND CANYON 25525 2025-05-02 1 30 WATSCO 14069 2025-05-02 1 95 HEICO 24845 2025-05-02 1 380 TOAST 13534 2025-05-02 1 47 MEDPACE 14301 2025-05-02 1 CASH DEPOSIT 16 2025-09-15 165 BOOZ ALLEN 13919 13919 170 DORMAN PROD 20942 20942 66 GRAND CAYMAN 10976 10976 64 GUIDWIRE 12865 12865 95 HEICO 30741 30741 64 KINSALE CAP GROUP INC 25032 25032 170 MALCOM TECHNOLOGY SOLUTIO 29118 29118 47 MEDPACE 26398 26398 285 PERFORMANCE FOOD 25627 25627 210 TEXAS ROADHOUSE INC 34860 34860 30 WATSCO 10109 10109 INTEREST 2118 CAPITAL GAINS 47901 ADJUST 9779 ADJUSTMENT FOR CHANGE IN INVESTMENT VALUE 40468 FEDERAL TAX DUE 2700 2700 2700 ACAT TRANSFER FEE TO SCHWAB 50 50 50