2025-07-25T14:28:07-05:00 2025-05-31 410746749 CLIFTONLARSONALLEN LLP 150 4TH AVENUE NORTH SUITE 1700 NASHVILLE TN 37219 990PF 2024-06-01 630983566 THE WILLIAMSON MARTIN & BROOKE FAMILY FOUNDATION WILL 6154795674 2310 GOLF CLUB LANE NASHVILLE TN 37215 RAYMOND S MARTIN III PRESIDENT 6154795674 2025-07-24 1 0 MARK FLY P01363130 6158235200 2025-07-23 2024 2025-03-06 01:10:19Z X 410036 X X 1803 1803 12685 12685 52398 162918 52398 66886 66886 0 0 0 4053 2027 2026 4485 0 0 797 0 0 417 209 208 9752 2236 2234 215000 215000 224752 2236 217234 -157866 64650 -2 -2 62062 14670 14670 465678 355206 395368 527740 369874 410036 0 0 X 0 0 0 0 527740 369874 527740 369874 527740 369874 527740 -157866 0 369874 0 369874 SOLD 140.581 SHS 11/04/24 @ 21.34 COLUMBIA STRATEGIC INCOME FUND INSTL 3 #66 2024-11-05 3000 3434 -434 -434 SOLD 1729.730 SHS 11/04/24 @ 9.25 PIMCO LOW DURATION FUND II #107 2024-11-05 16000 16830 -830 -830 SOLD 3329.634 SHS 11/04/24 @ 9.01 TOUCHSTONE IMPACT BOND FUND CL I 2024-11-05 30000 33330 -3330 -3330 SOLD 128.940 SHS 11/04/24 @ 139.6 VANGUARD EXTENDED MARKET INDEX FUND ADM #5 2024-11-05 18000 9544 8456 8456 SOLD 90.978 SHS 11/04/24 @ 527.6 VANGUARD 500 INDEX FUND ADM #540 2024-11-05 48000 19173 28827 28827 SOLD 131 SHS 11/04/24 @ 194.89 VANGUARD SPECIALIZED PORTFOLIOS DIVIDEND APPR 2024-11-05 25526 11429 14097 14097 SOLD 370 SHS 11/04/24 @ 60.5331 VANGUARD INTL EQUITY INDEX FDS FTSE ALL WORL 2024-11-05 22392 16780 5612 5612 52398 899 0 899 0 899 680 0 0 0 680 7 226 0 0 0 0 0 0 0 0 0 0 1 1 AL 1 0 0 0 0 1 N/A DR RAYMOND MARTIN III 6154795674 2310 GOLF CLUB LANE NASHVILLE TN 37215 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RAYMOND S MARTIN III 2310 GOLF CLUB LANE NASHVILLE TN 37215 PRESIDENT 0.50 0 0 0 MARY WILLIAMSON 608 EUCLID AVENUE BIRMINGHAM AL 35213 VICE PRESIDENT 0.50 0 0 0 NONE 0 NONE 0 0 461891 30869 0 492760 0 0 492760 7391 485369 24268 24268 899 899 23369 0 23369 0 23369 217234 0 217234 23369 0 0 114755 122233 190935 187406 128505 743834 217234 0 0 0 23369 193865 0 0 937699 0 0 0 0 0 0 114755 822944 122233 190935 187406 128505 193865 RAYMOND S MARTIN III MARY WILLIAMSON X BOYS AND GIRLS CLUB 3821 JOHN WILLIAMSON DR HUEYTOWN AL 35023 UNRELATED EXEMPT CHARITABLE DONATION 10000 JH ISRAEL 402 OFFICE PARK DR BIRMINGHAM AL 35223 UNRELATED EXEMPT CHARITABLE DONATION 10000 LARKSPUR CONSERVATION 5122 CHARLOTTE PIKE NASHVILLE TN 37209 UNRELATED EXEMPT CHARITABLE DONATION 10000 LOVELADY CENTER 7916 2ND AVE S BIRMINGHAM AL 35206 UNRELATED EXEMPT CHARITABLE DONATION 10000 MISSIONS DEVELOPMENT INTERNATIONAL 5034 THOROUGHBRED LN BRENTWOOD TN 37027 UNRELATED EXEMPT CHARITABLE DONATION 5000 M-POWER MINISTRIES 4022 4TH AVENUE SOUTH BIRMINGHAM AL 35222 UNRELATED EXEMPT CHARITABLE DONATION 10000 NEXT DOOR MINISTRIES 402 22ND AVE N NASHVILLE TN 37203 UNRELATED EXEMPT CHARITABLE DONATION 35000 NOVO MISSION 401 STATE ST BROOKLYN NY 11217 UNRELATED EXEMPT CHARITABLE DONATION 5000 REFORMED UNIVERSITY FELLOWSHIP 1700 N BROWN RD 104 LAWRENCEVILLE GA 30043 UNRELATED EXEMPT CHARITABLE DONATION 10000 SILOAM HEALTH 820 GALE LN NASHVILLE TN 37204 UNRELATED EXEMPT CHARITABLE DONATION 20000 URBAN HOPE COMMUNITY CHURCH 4917 GARY AVE FAIRFIELD AL 35064 UNRELATED EXEMPT CHARITABLE DONATION 5000 WORLD SPORTS 9220 BONITA BEACH RD SE BONITA SPRINGS FL 34135 UNRELATED EXEMPT CHARITABLE DONATION 30000 SAMARITANS PURSE PO BOX 3000 BOONE NC 28607 UNRELATED EXEMPT CHARITABLE DONATION 15000 YOUNG LIFE-BIRMINGHAM CENTRAL 2727 19TH PL S BIRMINGHAM AL 35209 UNRELATED EXEMPT CHARITABLE DONATION 5000 YWCA CENTRAL ALABAMA 2401 20TH PLACE S BIRMINGHAM AL 35223 UNRELATED EXEMPT CHARITABLE DONATION 10000 PORTRAITS OF HOPE 2801 6TH AVENUE SOUTH BIRMINGHAM AL 35233 UNRELATED EXEMPT EXEMPT 10000 BREAKTHROUGH T1D-SOUTHERN STATES PO BOX 1560 HAGERSTOWN MD 217411560 UNRELATED EXEMPT CHARITABLE DONATION 5000 MISSION TO THE WORLD 1600 NORTH BROWN RD LAWRENCEVILLE GA 30043 UNRELATED EXEMPT CHARITABLE DONATION 10000 215000 0 14 1803 14 12685 18 52398 0 66886 0 66886 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4053 2027 2026 DIVERSIFIED TRUST 355206 395368 MEETING EXPENSE 417 209 208 INVESTMENT FEES 4485 0 0 US TREASURY 797 0 0