2024-11-14T09:42:07-06:00 2023-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990PF 2023-01-01 873181996 MORTENSON FAMILY FOUNDATION INC MORT 7032983176 3517 HENRIETTA HARTFORD ROAD MOUNT PLEASANT SC 29466 STAN MORTENSON PRESIDENT 7032983176 2024-11-08 1 0 JUDITH P BARNHARD P00024965 3019860600 2024-11-08 2023 2024-10-15 13:58:12Z X 259985 X 5000 6285 6285 1463 37063 1463 12748 7748 0 0 0 0 0 9465 2366 0 7099 1333 0 0 0 3046 3010 0 36 13844 5376 0 7135 25000 25000 38844 5376 0 32135 -26096 2372 0 15515 4714 4714 3075 844 844 271369 258305 254427 289959 263863 259985 0 0 X 289959 263863 289959 263863 289959 263863 289959 -26096 0 263863 0 263863 TARGET CORP 2022-09-22 2023-07-06 906 1091 -185 -185 ACCELLERON INDS LTD ADR 2002-01-31 2023-03-29 46 46 0 0 ADOBE INC 2020-02-04 2023-12-07 1804 1103 701 701 APPLE INC 2020-02-04 2023-03-01 1296 717 579 579 CAPITAL ONE FINCL CORP 2020-07-22 2023-12-07 1948 1081 867 867 CONOCOPHILLIPS 2020-09-23 2023-12-07 2321 704 1617 1617 DOCUSIGN INC 2022-01-27 2023-04-19 463 1053 -590 -590 META PLATFORMS INC 2022-01-31 2023-03-01 1042 1856 -814 -814 INTUITIVE SURGICAL INC 2020-03-26 2023-07-06 1305 650 655 655 LVMH MOET HENNESSY LOUIS ADR 2020-02-06 2023-12-07 2148 1294 854 854 MICROSOFT CORP 2020-02-04 2023-03-01 1714 1259 455 455 MICROSOFT CORP 2020-02-04 2023-12-07 1095 539 556 556 NETFLIX INC 2019-01-10 2023-03-02 617 646 -29 -29 NETFLIX INC 2019-07-29 2023-03-02 617 668 -51 -51 NEXTERA ENERGY INC COM 2022-02-03 2023-10-20 922 1386 -464 -464 NOVARTIS AG SPON ADR 2022-01-31 2023-12-07 1619 1403 216 216 NOVO NORDISK ADR DENMARK ADR 2021-03-30 2023-12-07 1913 680 1233 1233 ORACLE CORP 2017-09-01 2023-12-07 2009 914 1095 1095 PAYPAL HOLDINGS INC 2022-01-31 2023-07-06 1641 4255 -2614 -2614 SPDR PORTFOLIO LONG TERM TREASURY ETF 2022-01-27 2023-02-21 7013 9777 -2764 -2764 SANDOZ GROUP AG SPON ADR 2022-01-31 2023-10-04 5 5 0 0 3M CO 2022-02-03 2023-07-06 662 1172 -510 -510 UBER TECHNOLOGIES INC 2022-01-27 2023-07-06 1719 1436 283 283 MEDTRONIC PLC FOREIGN 2022-02-03 2023-07-06 1019 1244 -225 -225 ASML HOLDING NV SPON ADR 2020-02-18 2023-03-01 1219 621 598 598 1463 33 0 33 0 33 400 0 0 0 400 0 367 367 0 0 0 0 0 0 0 0 0 0 0 1 1 SC 1 0 0 0 0 1 N/A THE FOUNDATION 7032983176 3517 HENRIETTA HARTFORD ROAD MOUNT PLEASANT SC 29466 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STAN MORTENSON 3517 HENRIETTA HARTFORD ROAD MOUNT PLEASANT SC 29466 DIRECTOR 1.00 0 0 0 THERESA SIEVERS 3517 HENRIETTA HARTFORD ROAD MOUNT PLEASANT SC 29466 DIRECTOR 1.00 0 0 0 CRISANNE MORTENSON 3517 HENRIETTA HARTFORD ROAD MOUNT PLEASANT SC 29466 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 239487 10843 0 250330 0 0 250330 3755 246575 12329 12329 33 33 12296 0 12296 0 12296 32135 0 32135 12296 0 0 18092 18092 32135 0 0 0 12296 19839 0 0 37931 0 0 0 0 0 0 0 37931 18092 19839 STAN MORTENSON X ST JUDE'S CHILDRENS HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 N/A PUBLIC CHARITY GENERAL SUPPORT 5000 TUNNEL 2 TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 N/A PUBLIC CHARITY GENERAL SUPPORT 10000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 N/A PUBLIC CHARITY GENERAL SUPPORT 10000 25000 0 14 6285 18 1463 0 7748 0 7748 0 0 0 0 0 0 0 0 0 0 X X 1 STAN MORTENSON 3517 HENRIETTA HARTFORD ROAD MOUNT PLEASANT SC 29466 5000 X ACCOUNTING 9465 2366 0 7099 COMMON STOCK 258305 254427 BANK FEES 36 0 0 36 INVESTMENT FEES 2711 2711 0 0 FOREIGN TAXES 299 299 0 0 EXCISE TAX 1333 0 0 0