2025-11-17T12:40:22-06:00 2024-12-31 411292716 COPELAND BUHL & COMPANY PLLP 3033 CAMPUS DRIVE SUITE E590 PLYMOUTH MN 55441 990PF 2024-01-01 856788961 THE INGRAM FAMILY FOUNDATION INGR 7635510559 2622 RIO GRANDE DRIVE PUNTA GORDA FL 33950 RONALD INGRAM TRUSTEE 7635510559 2025-11-06 1 0 MICHAEL PESTKA P00185941 9524767100 2025-11-06 2024 2025-03-06 01:10:19Z X 6317648 X 5221 1 1 122789 122789 228234 4027993 228234 356245 351024 0 0 0 5221 5221 0 38797 38797 0 3098 2098 0 47116 46116 0 296000 296000 343116 46116 296000 13129 304908 177613 130942 130942 1279604 1265805 1215319 3450717 3536724 3725883 916653 913009 880409 405556 415120 365095 6230143 6261600 6317648 24147 42475 24147 42475 X 0 0 0 0 6205996 6219125 6205996 6219125 6230143 6261600 6205996 13129 0 6219125 0 6219125 PUBLICLY TRADED SECURITIES P 4027636 3799759 227877 227877 CAPITAL GAINS DIVIDENDS P 357 357 357 228234 4238 0 4238 0 4238 1170 0 4000 0 5170 0 932 932 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A RONALD INGRAM 7635510559 2622 RIO GRANDE DRIVE PUNTA GORDA FL 33950 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RONALD INGRAM 2622 RIO GRANDE DRIVE PUNTA GORDA FL 33950 TRUSTEE 1.00 0 0 0 BRENDA INGRAM 2622 RIO GRANDE DRIVE PUNTA GORDA FL 33950 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 6213104 212501 0 6425605 0 0 6425605 96384 6329221 316461 316461 4238 4238 312223 0 312223 0 312223 296000 0 296000 312223 295727 0 0 296000 295727 0 0 273 0 0 0 0 0 0 0 0 311950 0 0 0 RONALD INGRAM BRENDA INGRAM X ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION 225 NORTH MICHIGAN AVENUE SUITE 1700 CHICAGO IL 60601 NONE 501(C)(3) GENERAL FUND 10000 ALZHEIMERS DISEASE RESEARCH FOUNDATION DBA CURE ALZHEIMER'S FUND 34 WASHINGTON STREET SUITE 310 WELLESLEY HILLS MA 02481 NONE 501(C)(3) GENERAL FUND 50000 AMERICAN RED CROSS 431 18TH STREET NORTHWEST WASHINGTON DC 20006 NONE 501(C)(3) GENERAL FUND 20000 ANIMAL WELFARE LEAGUE OF CHARLOTTE COUNTY FLORIDA INC 3519 DRANCE STREET PORT CHARLOTTE FL 33980 NONE 501(C)(3) GENERAL FUND 7000 CANCER RESEARCH INSTITUTE INC 29 BROADWAY FLOOR 4 NEW YORK NY 10006 NONE 501(C)(3) GENERAL FUND 45000 DIRECT RELIEF 6100 WALLACE BECKNELL ROAD SANTA BARBARA CA 93117 NONE 501(C)(3) GENERAL FUND 10000 DOCTORS WITHOUT BORDERS USA INC 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 NONE 501(C)(3) GENERAL FUND 10000 FRIENDS OF THE ISREAL DEFENSE FORCES 60 EAST 42ND STREET NEW YORK NY 10165 NONE 501(C)(3) GENERAL FUND 15000 LUTHERAN WORLD RELIEF INC 700 LIGHT STREET BALTIMORE MD 21230 NONE 501(C)(3) GENERAL FUND 5000 MASONIC MEDICAL RESEARCH LABORATORY 2150 BLEECKER STREET UTICA NY 13501 NONE 501(C)(3) GENERAL FUND 40000 MINNESOTA TEEN CHALLENGE INC 740 EAST 24TH STREET MINNEAPOLIS MN 55404 NONE 501(C)(3) GENERAL FUND 5000 RONALD MCDONALD HOUSE CHARITIES OF SOUTHWEST FLORIDA INC 16100 ROSERUSH COURT FORT MYERS FL 33908 NONE 501(C)(3) GENERAL FUND 10000 RONALD MCDONALD HOUSE CHARITIES UPPER MIDWEST 818 FULTON STREET SOUTHEAST MINNEAPOLIS MN 55414 NONE 501(C)(3) GENERAL FUND 10000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 17507 NONE 501(C)(3) GENERAL FUND 5000 SAVE THE CHILDREN 501 KINGS HIGHWAY EAST SUITE 400 FAIRFIELD CT 06825 NONE 501(C)(3) GENERAL FUND 5000 SOLUTIONS TO AVOID RED TIDE INC PO BOX 642 TALLEVAST FL 34270 NONE 501(C)(3) GENERAL FUND 3000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE 501(C)(3) GENERAL FUND 15000 THE SALVATION ARMY NORTHERN DIVISION 2445 PRIOR AVENUE NORTH ROSEVILLE MN 55113 NONE 501(C)(3) GENERAL FUND 5000 THE TREVOR PROJECT PO BOX 69232 WEST HOLLYWOOD CA 90069 NONE 501(C)(3) GENERAL FUND 1000 UNITED STATES FUND FOR UNICEF - MIDWEST REGIONAL OFFICE 125 MAIDEN LANE NEW YORK NY 10038 NONE 501(C)(3) GENERAL FUND 5000 WOUNDED WARRIORS FAMILY SUPPORT INC 11218 JOHN GALT BOULEVARD SUITE 103 OMAHA NE 68137 NONE 501(C)(3) GENERAL FUND 20000 296000 0 14 1 14 122789 18 228234 0 351024 0 351024 0 0 0 0 0 0 0 0 0 0 X X 1 RONALD INGRAM 2622 RIO GRANDE DRIVE PUNTA GORDA FL 33950 5221 X PROFESSIONAL FEES 5221 5221 0 ABBVIE INC 30025 29876 AMAZON.COM INC 41811 41653 ANTHEM INC 45848 43777 APPLE INC 34353 34150 AT&T INC 19029 19370 BANK OF AMERICA CORP 39243 38550 BLACKROCK INC 30514 29376 BRISTOL-MYERS SQUIBB CO 37997 36426 CAPITAL ONE FINANCIAL CO 30273 29290 COMCAST CORP 47025 43885 CVS HEALTH 34207 31714 DIGITAL REALTY TRUST LP 37379 34023 DOLLAR GENERAL CORP 19631 19640 DUKE ENERGY CORP 23597 23816 EQUINIX INC 42507 40533 GOLDMAN SACHS GROUP INC 36111 34872 INTEL CORP 18951 18205 JP MORGAN CHASE & CO 45794 43844 KINDER MORGAN INC 19571 19695 MORGAN STANLEY 47139 44180 O'REILLY AUTOMOTIVE INC 42744 43472 PNC FINANCIAL SERVICES 19054 17761 ROYAL BANK OF CANADA 28035 28702 UNION PACIFIC CORP 26974 25899 VIRGINIA ELEC & POWER CO 30366 29177 WALT DISNEY COMPANY 43423 40015 WESTPAC BANKING CORP 41408 38508 ACUSHNET HOLDINGS CORP 12315 14145 ASBURY AUTOMOTIVE GROUP INC 14296 14582 FLOOR & DECOR HOLDINGS INC 16098 17148 LCI INDUSTRIES 5577 5790 LIBERTY BROADBAND CORP 11824 16298 LIBERTY MEDIA CORP-LIBERTY 16738 20571 LITHIA MOTORS INC 14715 16442 LOWES COS INC 9106 11600 MARRIOT INTERNATIONAL INC 10048 11994 ROSS STORES INC 38018 38423 THOR INDS INC 20032 16941 BROWN FORMAN CORP CL B 15395 11584 DOLLAR TREE INC 27430 19484 KENVUE INC 8141 9608 MONDELEZ INTERNATIONAL INC 11069 9318 PEPSICO INC 13005 12165 TARGET CORP 6806 6353 CONOCOPHILLIPS 19812 17553 EXXON MOBILE CORPORATION 19281 18287 AMERICAN EXPRESS CO 10157 12762 ARTISAN PARTNERS ASSET MANAGEM 7321 8007 BANCFIRST CORP 5244 7148 BERKLEY W R CORP 15442 16971 BROWN & BROWN INC 31244 34687 CITIGROUP INC. 9952 10488 CULLEN FROST BANKERS INC COM 6447 8592 FACTSET RESH SYS INC COM 7919 9125 FIRST HAWAIIAN INC 7935 9731 GLACIER BANCORP INC MONTANA 6637 8789 HENRY JACK & ACCOC INC 4079 4383 JPMORGAN CHASE & CO 22595 26128 KKR & CO. INC. 9358 12868 MARSH & MCLENNAN COS INC 7844 12320 MOELIS & CO 20197 28075 MORGAN STANLEY 13072 15966 NASDAQ, INC 7687 9741 PRIMERICA INC 17829 20628 PROGRESSIVE CORP OHIO 20634 23482 RLI CORP COM 6567 7747 ABBOTT LABS 13420 15157 ABBVIE INC 11526 12261 CIGNA GROUP/THE 24356 20987 CORVEL CORP 14057 18024 JOHNSON & JOHNSON 15458 13594 LABCORP HOLDINGS INC 17990 20180 MCKESSON CORP 20974 20517 PFIZER INC 12420 12018 WATERS CORP 14106 18178 ARMSTRONG WORLD INDUSTRIES INC 10629 13002 BOEING CO 15025 14868 CARLISLE CO INC 28770 25081 COPART INC COM 23633 29843 DONALDSON CO INC 3724 3570 EMCOR GROUP INC COM 13149 16340 EXPEDITORS INTL WASH INC 10774 9969 FTI CONSULTING INC COM 20449 18157 GENERAL DYNAMICS CORP 14355 13438 GRACO INC 17192 18122 ILLINOIS TOOL WORKS INC 9398 10142 K.FORCE, INC 3956 3629 KADANT INC 11185 12765 LANDSTAR SYS INC COM 13785 13233 PACCAR INC 41600 42648 RBC BEARINGS INC 10273 11068 RTX CORP 11295 12961 SIMPSON MFG INC 20597 20729 TORO CO 16705 15059 UFP INDUSTRIES INC 9881 10251 UNION PACIFIC CORP 12932 13226 WATTS WATER TECHNOLOGIES INC 12382 13621 AMPHENOL CORP CL A 20571 27016 ANALOG DEVICES INC 16261 14660 ARISTA NETWORKS INC 19103 22990 ASPEN TECHNOLOGY INC 4750 6490 CDW CORP/DE 28507 23495 CLEARWATER ANALYTICS HLDGS INC 5473 7816 GARTNER INC 39879 42633 KLA CORPORATION 9715 6931 MANHATTAN ASSOCIATES, INC COM 8845 9729 MICROCHIP TECHNOLOGY INC 18090 13363 MKS INSTRS INC 21191 15867 TELEDYNE TECHNOLOGIES INC 15312 16709 DOMINION ENERGY INC 14840 15404 DUKE ENERGY HOLDING CORP 14130 14868 SOUTHERN CO 13560 14324 ACCENTURE PLC 11714 14072 AIA GROUP LTD-SP 3538 2853 AIR LIQUIDE - ADR 5108 5160 AKZO NOBEL N.V. 3129 2733 AMADEUS IT GROUP, S.A. 8458 8606 AON PLC 13807 16881 ARCH CAPTIAL GROUP LTD 53132 50146 ASTRAZENECA PLC 1891 1769 BANCO BRADESCO S A 1919 1352 BARCLAYS PLC - ADR 3944 4200 BNP PARIBAS - ADR 8370 8043 BRITISH AMERICAN TOBACCO P.L.C. - ADR 3969 4467 BROOKFIELD ASSET MAMANGEMENT 11989 16528 CAPGEMINI SE 1536 1136 CHUBB LIMITED 10964 11881 CLP HOLDINGS LIMITED - ADR 1838 1888 COMPAGNIE FINANCIERE RICHEMONT SA 4154 4175 CSL LIMITED 4459 4466 DAIICHI SANKYO COMPANY, LIMITED 2958 2647 DAIKIN INDUSTRIES LTD. 7830 5104 DIAGEO PLC - ADR 16781 15256 EATON CORP PLC 9411 9624 ENI SPA - ADR 5958 5363 FUJITSU LIMITED - ADR 6012 7814 GLENCORE PLC 5559 4348 HDFC BANK LTD. - ADR 7516 7216 HEINEKEN N V 4206 3078 HITACHI LIMITED - ADR 4855 9397 IBERDROLA S.A. 3127 3639 ING GROEP N.V. - ADR 3172 2774 INTERCONTINENTAL HOTELS GROUP PLC 3376 5496 KDDI CORPORATION 4891 5434 KUBOTA LIMITED - ADR 3226 2370 LONDON STOCK EXCHCHANHE GROUP PLC 6097 8137 LVMH MOET HENNESSY UNSP ADR - ADR 10047 7580 MICHELIN (CGDE) ADR 1886 1950 MITSUBISHI ELECTRIC CORPORATION 1237 1288 MITSUBISHI UFJ FINL GROUP INC 5084 7618 NATWEST GROUP PLC 4867 7678 NESTLE S.A. REGISTERED SHARES - ADR 19418 14380 NEW LINDE PLC 8943 9629 NINTENDO CO., LTD. - ADR 3189 3877 NOVO NORDISK A/S - ADR 6490 5935 NXP SEMICONDUCTORS NV 10987 8314 QIAGEN N.V. 2876 2894 RENESAS ELECTRONICS CORP ADR 1965 1335 RIGHTMOVE PLC 8417 9619 RIO TINTO PLC - ADR 1335 1235 ROCHE HOLDINGS LTD - ADR 8730 8197 RYANAIR HOLDINGS PLC 2023 2180 SANOFI-AVENTIS 7431 6800 SCHNEIDER ELECTRIC SE. 7023 9928 SEVEN & I HOLDINGS CO., LTD 2910 3289 SHIN-ETSU CHEMICAL CO 2359 2048 SMC CORPORATION 2093 1783 SOFTBANK GROUP CORP 3637 4150 SYMRISE AG 5677 5916 TAIWAN SEMICONDUCTOR MANUFACTU - ADR 5186 10862 TECHTRONIC INDUSTRIES COMPANY - ADR 3770 4068 TOTALENERGIES SE 7387 6431 TOYOTA MOTOR CORPORTATION - ADR 3609 3503 UBS GROUP AG 7188 9915 WOODSIDE ENERGY GROUP LTD 3870 2714 ZURICH INSURANCE GROUP 8502 10570 ISHARES CORE S & P 500 ETF 1076258 1143217 ISHARES RUSSELL 1000 GROWTH ETF 547793 583094 ISHARES MSCI EAFE ETF 241554 244976 1265805 1215319 0 0 PROLOGIS, INC FMV 15120 13847 BLACKSTONE REAL ESTATE INCOME TRUST INC FMV 200000 187812 STARWOOD REAL ESTATE INCOME TRUST INC FMV 200000 163436 MANAGEMENT FEES 38797 38797 0 FOREIGN TAX 2098 2098 0 FEDERAL TAX 1000 0 0