2025-07-01T12:11:06-05:00 2024-12-31 833045455 GAFFEY DEANE & TALLEY PLLC 12355 SUNRISE VALLEY DR 120 RESTON VA 20191 990 2024-01-01 934560908 ICI SOUTHWEST ICIS 2026596776 502 WEST 13TH STREET AUSTIN TX 78701 JERRY DALE STRICKLAND II DIRECTOR 2026596776 2025-06-30 1 1 JAMES BRUMMITT P01719955 7036576040 2024 2025-03-06 01:10:19Z X JERRY DALE STRICKLAND II 502 WEST 13TH STREET AUSTIN TX 78701 153000 0 X N/A X 2023 TX THE SPECIFIC PURPOSE FOR WHICH THE CORPORATION IS ORGANIZED IS TO STRENGTHEN THE FOUNDATION OF THE ASSET MANAGEMENT INDUSTRY IN TEXAS FOR THE ULTIMATE BENEFIT OF THE LONG-TERM INDIVIDUAL INVESTOR. THE CORPORATION SHALL DO EVERYTHING THAT MAY BE NECESSARY, PROPER, ADVISABLE OR CONVENIENT FOR THE ACCOMPLISHMENT OF ITS PURPOSE AND SHALL DO ALL OTHER THINGS INCIDENTAL OR CONNECTED TO ITS PURPOSES THAT ARE NOT FORBIDDEN BY THIS CERTIFICATE OF FORMATION, THE TEXAS BUSINESS ORGANIZATIONS CODE ("BOC"), THE CODE, OR BY ANY LAW. 5 5 0 0 0 0 153000 0 0 0 153000 0 0 0 0 0 72968 72968 80032 80032 0 80032 X SEE SCHEDULE OICI SW COSIGNED SEVERAL LETTERS TO REGULATORY AGENCIES, CONSISTENT WITH ITS MISSION OF REPRESENTING THE ASSET MANAGEMENT INDUSTRY FOR THE ULTIMATE BENEFIT OF LONG-TERM INDIVIDUAL INVESTORS, DURING THE YEAR. THESE ARE LISTED ON THE WEBSITE (HTTPS://WWW.ICISOUTHWEST.ORG/), WHICH IS ALSO MAINTAINED AS A SERVICE TO MEMBERS. 0 0 72414 ICI SW COSIGNED SEVERAL LETTERS TO REGULATORY AGENCIES, CONSISTENT WITH ITS MISSION OF REPRESENTING THE ASSET MANAGEMENT INDUSTRY FOR THE ULTIMATE BENEFIT OF LONG-TERM INDIVIDUAL INVESTORS, DURING THE YEAR. THESE ARE LISTED ON THE WEBSITE (HTTPS://WWW.ICISOUTHWEST.ORG/), WHICH IS ALSO MAINTAINED AS A SERVICE TO MEMBERS. 72414 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 X ADAM HANEY 2026616380 601 13TH STREET NW 11TH FLOOR SOUTH WASHINGTON DC 20005 X SCOTT ORR BOARD MEMBER 0.00 X 0 0 0 GEORGE MAGERA BOARD MEMBER 0.00 X 0 0 0 DANIEL JON BECKMAN BOARD MEMBER 0.00 X 0 0 0 JEFFREY DALE STRICKLAND II PRESIDENT 0.00 X 0 0 0 HALIE DANIELS SECRETARY 0.00 X 0 0 0 0 0 0 0 0 0 0 0 153000 153000 153000 0 0 0 554 554 70000 70000 CORPORATE INSURANCE 2335 2335 STATIONERY AND SUPPLIES 79 79 72968 72414 554 0 80032 0 80032 0 0 X 0 0 0 0 0 80032 0 80032 0 80032 80032 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 FORM 990, PART VI, SECTION A, LINE 6 ICI SOUTHWEST HAS MEMBERS WHICH ALL FALL INTO THE SAME CATEGORY, CONTRIBUTING $6,000 PER YEAR. FORM 990, PART VI, SECTION B, LINE 11B GOVERNING BODY WILL BE PROVIDED A COPY OF THE 990 BEFORE FILING FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, INCLUDING ANY CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC.