2026-05-27T14:02:56-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990PF 2025-01-01 274292251 THE BERNARD FAMILY FOUNDATION C/O THOMAS E BERNARD BERN 6153207292 PO BOX 326 BIG HORN WY 82833 LEE S KRAFT TREASURER 6153207292 2026-05-27 1 JENNIFER DONELSON P01375228 6152427351 2026-05-27 2025 2025-03-06 01:10:19Z X X 2108237 X X 23183 23183 33339 33339 40065 423687 40065 96587 96587 0 0 0 3570 1785 1785 8224 8224 0 2988 1091 0 20 0 20 14802 11100 1805 109500 109500 124302 11100 111305 -27715 85487 570156 567414 569859 251836 251722 245846 740928 716097 1292532 245 0 0 1563165 1535233 2108237 0 0 X 0 0 0 0 1563165 1535233 1563165 1535233 1563165 1535233 1563165 -27715 0 1535450 217 1535233 PUBLICLY TRADED SECURITIES 419288 383622 35666 35666 CAPITAL GAINS DIVIDENDS P 4399 4399 4399 40065 1188 0 1188 0 1188 1360 0 0 0 1360 0 172 172 0 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 0 0 0 0 1 N/A THOMAS BERNARD 6153207292 PO BOX 326 BIG HORN WY 82833 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS E BERNARD PO BOX 326 BIG HORN WY 82833 PRESIDENT 1.00 0 0 0 LISA MARIE BERNARD PO BOX 326 BIG HORN WY 82833 SECRETARY 1.00 0 0 0 LEE S KRAFT PO BOX 326 BIG HORN WY 82833 TREASURER 1.00 0 0 0 MARK ROBIN PO BOX 326 BIG HORN WY 82833 DIRECTOR 1.00 0 0 0 HANNAH JONES-BERNARD PO BOX 326 BIG HORN WY 82833 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 2014348 27294 0 2041642 0 0 2041642 30625 2011017 100551 100551 1188 1188 99363 0 99363 0 99363 111305 0 111305 99363 0 0 11416 64059 24008 1929 10889 112301 111305 0 0 0 99363 11942 0 0 124243 0 0 0 0 0 0 11416 112827 64059 24008 1929 10889 11942 THOMAS E BERNARD X AGE WELL MIDDLE TN 3511 BELMONT BLVD NASHVILLE TN 37215 NONE PC TO FULFILL EXEMPT PURPOSE 2500 AT EASE HORSEMANSHIP 1106 EMERSON AVENUE SHERIDAN WY 82801 NONE PC TO FULFILL EXEMPT PURPOSE 5000 CHABAD OF NASHVILLE 95 BELLEVUE RD NASHVILLE TN 37221 NONE PC TO FULFILL EXEMPT PURPOSE 37000 COLORADO ROCKY MOUNTAIN SCHOOL 1493 COUNTY ROAD 106 CARBONDALE CO 81623 NONE PC TO FULFILL EXEMPT PURPOSE 3000 COVENANT HOUSE 461 8TH AVE STE 2 NEW YORK NY 10001 NONE PC TO FULFILL EXEMPT PURPOSE 2500 HERB SOCIETY OF NASHVILLE PO BOX 150711 NASHVILLE TN 37215 NONE PC TO FULFILL EXEMPT PURPOSE 1000 INTERNATIONAL SOCIETY OF BLACK LATINOS 5001 WILSHIRE BLVD NO 429 LOS ANGELES CA 90036 NONE PC TO FULFILL EXEMPT PURPOSE 2000 MONTGOMERY BELL ACADEMY 4001 HARDING ROAD NASHVILLE TN 37205 NONE PC TO FULFILL EXEMPT PURPOSE 1000 NATURE CONSERVANCY IN WYOMING 258 MAIN S STE 200 LANDER WY 82520 NONE PC TO FULFILL EXEMPT PURPOSE 5000 NEW MUSEUM AT BRADFORD BRINTON 239 BRINTON ROAD BIG HORN WY 82833 NONE PC TO FULFILL EXEMPT PURPOSE 19000 SHARE OUR STRENGTH - NO KID HUNGRY PO BOX 715475 PHILADELPHIA PA 19171 NONE PC TO FULFILL EXEMPT PURPOSE 2500 SHERIDAN VAMC 1898 FORT RD SHERIDAN WY 82801 NONE PC TO FULFILL EXEMPT PURPOSE 1000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PC TO FULFILL EXEMPT PURPOSE 2500 TENNESSEE WILDLIFE RESOURCES FOUNDATION 5000 LINBAR DRIVE NASHVILLE TN 37211 NONE PC TO FULFILL EXEMPT PURPOSE 5000 THE SOUTHERN POVERTY LAW CENTER 403 WASHINGTON AVE MONTGOMERY AL 36104 NONE PC TO FULFILL EXEMPT PURPOSE 2500 VISTA 360 INC 320 E BUFFALO ST 210 MILWAUKEE WI 53202 NONE PC TO FULFILL EXEMPT PURPOSE 3000 WYO THEATER INC PO BOX 528 SHERIDAN WY 82801 NONE PC TO FULFILL EXEMPT PURPOSE 5000 WYOMING WILDLIFE FEDERATION 259 MAIN ST LANDER WY 82520 NONE PC TO FULFILL EXEMPT PURPOSE 10000 109500 0 14 23183 14 33339 18 40065 0 96587 0 96587 0 0 0 0 0 0 0 0 0 0 ACCOUNTANT FEES 3570 1785 1785 113441 115492 138281 130354 STOCK FUNDS AT COST 523508 1093365 FIXED INCOME ETPS AT COST 18456 17979 EQUITY ETPS AT COST 174133 181188 ACCRUED INTEREST PAID - CARRYOVER 245 0 0 EFFECTIVE DATE TIMING 217 ANNUAL REPORT FEE 20 0 20 ADVISORY FEES 8224 8224 0 FOREIGN TAXES PAID ON DIVIDENDS 1091 1091 0 FEDERAL TAXES 1897 0 0