2026-04-13T19:42:51-05:00 2025-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 20 COMMERCE DRIVE SUITE 301 CRANFORD NJ 070163618 990PF 2025-01-01 223770880 THE MORGAN MORTON FAMILY FOUNDATION MORG 9732067100 9 OCEAN COURSE DRIVE KIAWAH ISLAND SC 29455 SAUNDERS MORGAN MORTON PRESIDENT 9732067100 2026-04-09 1 SCOTT BROWN P02104034 9082726200 2026-04-09 2025 2025-03-06 01:10:19Z X 1247929 X X 1891 1891 35926 35926 169772 484240 169772 207589 207589 0 0 0 1680 0 1680 14376 14376 0 16056 14376 1680 300000 300000 316056 14376 301680 -108467 193213 79786 84771 84771 0 431344 799562 0 366344 363596 911140 0 0 990926 882459 1247929 0 0 X 990926 882459 990926 882459 990926 882459 990926 -108467 0 882459 0 882459 SALES OF PUBLICLY TRADED SECURITIES 484240 314468 169772 169772 169772 2686 0 2686 0 2686 3723 0 0 0 3723 0 1037 1037 0 0 0 0 0 0 0 0 0 0 0 1 1 NJ 1 0 0 0 1 1 N/A SAUNDERS MORGAN MORTON 9732067100 9 OCEAN COURSE DRIVE KIAWAH ISLAND SC 29455 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SAUNDERS MORGAN MORTON 9 OCEAN COURSE DRIVE KIAWAH ISLAND SC 29455 PRESIDENT 0.25 0 0 0 JOANNE MORTON 9 OCEAN COURSE DRIVE KIAWAH ISLAND SC 29455 DIRECTOR 0.25 0 0 0 MARJORIE ADAMS 9 OCEAN COURSE DRIVE KIAWAH ISLAND SC 29455 DIRECTOR 0.25 0 0 0 JEFFREY MORTON 9 OCEAN COURSE DRIVE KIAWAH ISLAND SC 29455 DIRECTOR 0.25 0 0 0 NONE 0 NONE 0 0 1312008 62134 0 1374142 0 0 1374142 20612 1353530 67677 67677 2686 2686 64991 0 64991 0 64991 301680 0 301680 64991 0 0 119046 444691 251431 815168 301680 0 0 0 64991 236689 0 0 1051857 0 0 0 0 0 0 119046 932811 444691 251431 236689 SAUNDERS MORGAN MORTON X COASTAL COMMUNITY FOUNDATION 1691 TURNBULL AVENUE NORTH CHARLESTON SC 29405 N/A PC JOANNE AND MORGAN MORTON FUND 250000 SEA ISLAND FOR HUMANITY 2545 BOHICKET ROAD JOHNS ISLAND SC 29455 N/A PC GENERAL OPERATING SUPPORT 50000 300000 0 14 1891 14 35926 18 169772 0 207589 0 207589 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 1680 0 1680 ATHENE HOLDING LTD 7.25%; 3/30/25 (ATHS) 1,000.000 QTY 25000 25020 CARLYLE FIN LLC 4.625% (CGABL) 1,400.000 QTY 35000 23940 DEERE & CO COUPON RATE 6.550%;MATURES 10/1/28 50,000.000 QTY 52415 53221 INTERNATIONAL BUSINESS MACHINES CORP 6.220%; 8/1/27 75,000.000 QTY 76605 77822 KKR & CO INC 6.875% SER T 6,875%; 6/1/65 (KKRT) 3,000.000 QTY 75000 76650 METLIFE INC COUPON RATE 6.375%; MATURES 6/15/25 50,000 QTY 52324 55963 NEW MTN FIN CORP NT 28 8.25%; 11/15/28 (NMFCZ) 2,000 QTY 50000 50980 ALPHABET INC CL A (GOOGL) 148.000 SHARES 7732 46324 AMAZON COM INC (AMZN) 176.000 SHARES 18455 40624 AMERICAN EXPRESS CO (AXP) 44.000 SHARES 4590 16278 APPLE INC (AAPL) 90.000 SHARES 9652 24467 ATLASSIAN CORORATION CL A (TEAM) 99.000 SHARES 16824 16052 BLACKROCK INC (BLK) 20.000 SHARES 7684 21407 BLACKSTONE INC (BX) 240.000 SHARES 10772 36994 CHEVRON CORP (CVX) 148.000 SHARES 18724 22557 DEERE & CO (DE) 66.000 SHARES 21795 30728 DUKE ENERGY CORPORATION (DUK) 234.000 SHARES 20769 27427 IQVIA HOLDINGS INC (IQV) 147.000 SHARES 23732 33135 JP MORGAN CHASE & CO (JPM) 76.000 7541 24489 KNIGHT-SWIFT TRANSN HOLDINGS CL A (KNX) 476.000 SHARES 15740 24885 M & T BK CORP 7.5% PFD SER-J (MTBJ) 1,000.000 SHARES 25000 26550 META PLATFORMS INC CL A (META) 52.000 SHARES 23684 34325 MICROSOFT CORP (MSFT) 74.000 SHARES 4771 35788 NEXTRA ENERGY INC (NEE) 268.000 SHARES 14917 21515 NVIDIA CORPORATION (NVDA) 205.000 SHARES 3058 38233 ON HLDG AG NAMEN AKT A (ONON) 357.000 SHARES 16552 16593 PALO ALTO NETWORKS INC (PANW) 144.000 SHARES 5202 26525 PAYPAL HOLDINGS INC COM (PYPL) 334.000 SHARES) 19956 19499 RTX CORPORATION (RTX) 237.000 SHARES 15254 43466 SALESFORCE INC (CRM) 122.000 SHARES 27685 32319 SEAGATE TECHNOLOGY HOLDINGS PLC (STX) 165.000 SHARES 16060 45439 T-MOBILE US INC COM (TMUS) 99.000 SHARES 12703 20101 UBER TECHNOLOGIES INC (UBER) 163.000 SHARES 15698 13319 ULTA BEAUTY INC (ULTA) 42.000 SHARES 15392 25410 UNITED HEALTH GP INC (UNH) 63.000 SHARES 19069 20797 VERISK ANALYTICS INC COM (VRSK) 64.000 SHARES 12333 14316 INVESTMENT MANAGEMENT FEES 14376 14376 0