2025-12-03T14:03:37-06:00 2024-12-31 631128247 Jones & Kirkpatrick PC 300 Union Hill Dr Suite 100 Birmingham AL 352092059 990PF 2024-01-01 582045009 The Forman Foundation FORM 2054585270 420 North 20th Street Ste 3400 Birmingham AL 35203 J Ross Forman President 2054585270 2025-11-06 1 1 David M Wise P01366554 2058708824 2025-11-06 2024 2025-03-06 01:10:19Z X 631114 X X 21359 21359 26790 162525 67977 740 0 48889 89336 0 0 0 2850 2850 0 3131 3131 0 1495 387 0 11 11 0 7487 6379 0 26980 26980 34467 6379 26980 14422 82957 13945 6160 6160 451118 473325 624954 465063 479485 631114 0 0 X 465063 479485 0 0 0 0 465063 479485 465063 479485 465063 14422 0 479485 0 479485 AVANTIS US SMALL CAPVALUE ETF P 2024-05-23 2024-12-06 2266 2003 263 263 DIMENSIONAL ETF TRUST DIMENSIONAL USREAL P 2023-06-08 2024-05-23 50826 50815 11 11 DIMENSIONAL ETF TRUST GLOBAL REAL EST P 2024-05-23 2024-12-06 1922 1717 205 205 DIMENSIONAL ETF TRUST US MKTWIDE VALUE P 2024-09-26 2024-12-06 3215 3061 154 154 AVANTIS EMERGING MARKETS VALUE ETF P 2023-06-07 2024-12-06 197 174 23 23 AVANTIS INTERNATIONAL SMALL CAP VAL ETF P 2023-06-07 2024-12-06 137 116 21 21 DIMENSIONAL ETF TRUST US CORE EQUITY2 P 2009-01-05 2024-05-23 29973 5712 24261 24261 DIMENSIONAL ETF TRUST US CORE EQUITY2 P 2009-01-05 2024-12-06 15807 2621 13186 13186 DIMENSIONAL ETF TRUST US MKTWIDE VALUE P 2006-06-07 2024-05-23 10705 4011 6694 6694 DIMENSIONAL ETF TRUST US MKTWIDE VALUE P 2006-06-07 2024-12-06 3432 1174 2258 2258 DIMENSIONAL ETF TRUST US TARGETED VLU P 2006-06-07 2024-05-23 16803 7910 8893 8893 DIMENSIONAL ETF TRUST US TARGETED VLU P 2006-06-08 2024-05-23 244 115 129 129 DIMENSIONAL ETF TRUST US TARGETED VLU P 2006-09-08 2024-05-23 330 156 174 174 DIMENSIONAL ETF TRUST US TARGETED VLU P 2007-01-29 2024-05-23 6162 2901 3261 3261 DIMENSIONAL ETF TRUST US TARGETED VLU P 2008-01-16 2024-05-23 10254 4827 5427 5427 DIMENSIONAL ETF TRUST WORLD EX US CORE P 2009-01-05 2024-05-23 2521 1167 1354 1354 DIMENSIONAL ETF TRUST WORLD EX US CORE P 2013-10-28 2024-05-23 3957 3157 800 800 DIMENSIONAL ETF TRUST WORLD EX US CORE P 2013-12-17 2024-05-23 3774 2911 863 863 Dimensional ETF Trust US Targeted VLU (DFAT) P 2023-01-01 2024-12-31 0 0 DFA International Vector Equity (DFVQX) P 2023-01-01 2024-12-31 0 0 DFA Global Real Estate (DFGEX) P 2023-01-01 2024-12-31 0 0 Dimensional Advisor Emerging Mkts (DFEVX) P 2023-01-01 2024-12-31 0 0 67977 1153 0 1153 0 1153 0 0 0 0 0 62 1215 0 0 0 0 0 0 0 0 0 0 0 1 AL 1 0 0 0 0 1 N/A J Ross Forman III 2052513000 420 North 20th Street Suite 3400 Birmingham AL 35203 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 J Ross Forman III 50 Village Place Birmingham AL 35213 Director 0.00 0 0 0 Dalton Forman Blankenship 44 Country Club Road Birmingham AL 35213 Director 0.00 0 0 0 Elizabeth Forman Norwook 4104 Shenandoah St Dallas TX 75205 Director 0.00 0 0 0 NONE 0 NONE 0 0 604411 10052 0 614463 0 0 614463 9217 605246 30262 30262 1153 1153 29109 0 29109 0 29109 26980 0 26980 29109 26980 0 0 26980 26980 0 0 0 0 0 0 0 0 0 0 0 29109 0 0 0 X Birmingham Botanical Gardens 2612 Lane Park Rd Birmingham AL 35223 501(c)(3) To support organization 10000 Birmingham Museum of Art 2000 Reverend Abraham Wood Jr Blvd Birmingham AL 35203 501(c)(3) To support organization 1000 Independent Presbyterian Church 3100 Highland Ave Birmingham AL 35205 501(c)(3) To support organization 5660 Mountain Brook City Schools Foundation 32 Vine Street Birmingham AL 35213 501(c)(3) To support organization 660 Rotary Club Foundation 2019 4th Ave N Ste 200 Birmingham AL 35203 501(c)(3) To support organization 2500 St Michael & All Angels Episcopal Church 8011 Douglas Ave Dallas TX 75225 501(c)(3) To support organization 4660 YWCA 309 23rd Street North Birmingham AL 35203 501(c)(3) To support organization 1500 Friends of the Children - Texas 200 W 6th Street Austin TX 78701 501(c)(3) To support organization 1000 26980 0 14 21359 14 740 18 26790 0 48889 0 48889 0 0 0 0 0 0 0 0 0 0 Accounting 2850 2850 0 Investments 473325 624954 Miscellaneous 11 11 0 Nondividend Distribution 740 0 740 Investment Advisory 3131 3131 0 Foreign Taxes 387 387 0 Federal Taxes 1108 0 0