2026-07-14T15:04:21-05:00 2025-12-31 203985546 JOHNSON O'CONNOR FERON & CARUCCI LLP 101 EDGEWATER DRIVE SUITE 210 WAKEFIELD MA 01880 990PF 2025-01-01 166494054 THE TOM MORGAN AND ERNA J MCREYNOLDS CHARITABLE FOUNDATION TOMM 6078295715 1077 OTEGO ROAD FRANKLIN NY 13775 GEORGE THOMAS MORGAN PRESIDENT 6074326720 2026-06-30 1 KRISTINE FITZGERALD P00970170 7819143400 2026-06-30 2025 2025-03-06 01:10:19Z X 490746 X 5083 12222 12222 40512 156921 40512 1295 1295 59112 54029 0 0 0 4246 0 0 962 0 0 4436 0 0 9644 0 0 23400 23400 33044 0 23400 26068 54029 5167 12751 12751 343022 361506 477995 348189 374257 490746 0 0 X 348189 374257 348189 374257 348189 374257 348189 26068 0 374257 0 374257 MSSB #849-1009312 2025-12-31 48498 46362 2136 2136 MSSB #849-1009312 2025-12-31 98531 67144 31387 31387 MSSB #849-1009312 2025-12-31 9846 2903 6943 6943 CAPITAL GAINS DIVIDENDS P 46 46 46 40512 751 0 751 0 751 0 0 1000 0 1000 36 213 213 0 0 0 0 0 0 0 0 0 0 0 0 1 NY 1 0 1 0 0 1 N/A GEORGE THOMAS MORGAN 6078295715 1077 OTEGO ROAD FRANKLIN NY 13775 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GEORGE THOMAS MORGAN 1077 OTEGO ROAD FRANKLIN NY 13775 TRUSTEE 2.00 0 0 0 ERNA J MCREYNOLDS 1077 OTEGO ROAD FRANKLIN NY 13775 TRUSTEE (UNTIL SEPT 29, 2025) 2.00 0 0 0 GARRETT BROWN 1077 OTEGO ROAD FRANKLIN NY 13775 TRUSTEE 2.00 0 0 0 PAIGE MCREYNOLDS 1077 OTEGO ROAD FRANKLIN NY 13775 TRUSTEE 2.00 0 0 0 MARCIE SHONEMAN 1077 OTEGO ROAD FRANKLIN NY 13775 TRUSTEE 2.00 0 0 0 KATHLEEN MORGAN 1077 OTEGO ROAD FRANKLIN NY 13775 TRUSTEE 2.00 0 0 0 BENJAMIN MORGAN 1077 OTEGO ROAD FRANKLIN NY 13775 TRUSTEE 2.00 0 0 0 PAMELA MORGAN 1077 OTEGO ROAD FRANKLIN NY 13775 TRUSTEE 2.00 0 0 0 BRIAN SMITH KARLENE SMITH 1077 OTEGO ROAD FRANKLIN NY 13775 TRUSTEE 2.00 0 0 0 PATTI FITZGIBBON MARY JUDE ROUTSTON 1077 OTEGO ROAD FRANKLIN NY 13775 TRUSTEE 2.00 0 0 0 DAMIEN CRANDALL 1077 OTEGO ROAD FRANKLIN NY 13775 TRUSTEE 2.00 0 0 0 KELLY MORGAN KIMBERLY MORGAN 1077 OTEGO ROAD FRANKLIN NY 13775 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 19310 215 0 19525 0 0 19525 293 19232 962 962 751 751 211 0 211 0 211 23400 0 23400 211 0 0 6058 40884 16623 34904 25812 124281 23400 0 0 0 211 23189 0 0 147470 0 0 0 0 0 0 6058 141412 40884 16623 34904 25812 23189 X GEORGE T MORGAN 1077 OTEGO ROAD FRANKLIN NY 13775 6078295715 WRITTEN SUBMISSION ABOUT NATURE OF GRANT REQUEST WITH RELEVANT SUPPORTING DOCUMENTATION RE: 501(C)(3) STATUS. NOVEMBER 1 MUST BE A RECOGNIZED 501(C)(3) ORGANIZATION IN ONEONTA, NEW YORK OR IN THE SURROUNDING AREA MAJORS INN 104 MARION AVE GILBERTSVILLE NY 13776 N/A PC DISCRETIONARY DONATION 600 MUSIC ON THE DELAWARE PO BOX 408 WALTON NY 13856 N/A PC DISCRETIONARY DONATION 2000 FRANKLIN COMMUNITY EDUCATION FOUNDATION PO BOX 43 FRANKLIN NY 13775 N/A PC DISCRETIONARY DONATION 5200 CATSKILL SYMPHONY ORCHESTRA PO BOX 14 ONEONTA NY 13820 N/A PC DISCRETIONARY DONATION 100 CATSKILL CENTER FOR CONSERVATION AND DEVELOPMENT PO BOX 504 ARKVILLE NY 12406 N/A PC DISCRETIONARY DONATION 3500 OPEN DOORS UNITED METHODIST CHURCH 475 MAIN STREET FRANKLIN NY 13775 N/A PC DISCRETIONARY DONATION 12000 23400 0 14 12222 01 1295 18 40512 0 54029 0 54029 0 0 0 0 0 0 0 0 0 0 X X 1 THOMAS MORGAN AND ERNA J MCREYNOLDS 1077 OTEGO ROAD FRANKLIN NY 13775 5083 X TAX PREP FEES 4246 0 0 MORGAN STANLEY SMITH BARNEY MUTUAL FUNDS AT COST 361506 477995 INVESTMENT MGMT FEES 4336 0 0 STATE ANNUAL FILING FEE 100 0 0 MISC INCOME FROM MSSB #849-109312 1295 1295 1295 GEORGE THOMAS MORGAN 1077 OTEGO ROAD FRANKLIN NY 13774 ERNA J MCREYNOLDS 1077 OTEGO ROAD FRANKLIN NY 13774 FOREIGN TAXES PAID ON INVESTMENTS 225 0 0 FEDERAL EXCISE TAX 737 0 0