2026-08-28T13:50:34-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 15303 N DALLAS PARKWAY SUITE 1400 ADDISON TX 75001 990PF 2025-01-01 751853364 LAUGHLIN-BEERS FOUNDATION LAUG 2145262626 4500 RATLIFF LANE 119 ADDISON TX 75001 GRANT LAUGHLIN PRESIDENT 2145262626 2026-08-24 1 ALLISON BROWN P01603075 9723835700 2026-08-24 2025 X X 2859812 X X 83365 83365 42609 271446 42609 125974 125974 0 8400 2100 0 6300 5347 1337 0 4010 11007 11007 0 0 5672 172 0 0 2694 673 0 2021 125 24 0 101 33245 15313 0 12432 312500 312500 345745 15313 0 324932 -219771 110661 0 14885 7067 7067 71800 16125 16125 663333 665430 1684524 1392153 1234360 1152096 2142171 1922982 2859812 0 0 X 3989842 3989842 0 0 -1847671 -2066860 2142171 1922982 2142171 1922982 2142171 -219771 582 1922982 0 1922982 PUBLICLY TRADED SECURITIES P 271425 228837 42588 42588 CAPITAL GAINS DIVIDENDS P 21 21 21 42609 1538 0 1538 0 1538 1606 0 0 0 1606 0 68 68 0 0 0 0 0 0 0 0 0 0 0 0 1 TX 1 0 0 0 0 1 N/A GRANT LAUGHLIN 2145262626 4500 RATLIFF LANE SUITE 119 ADDISON TX 75001 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GRANT LAUGHLIN 4500 RATLIFF LANE SUITE 119 ADDISON TX 75001 PRESIDENT 2.00 0 0 0 PHILIP BEERS 4500 RATLIFF LANE SUITE 119 ADDISON TX 75001 TRUSTEE 1.00 0 0 0 CARL BEERS 4500 RATLIFF LANE SUITE 119 ADDISON TX 75001 TRUSTEE 1.00 0 0 0 STEPHEN BEERS 4500 RATLIFF LANE SUITE 119 ADDISON TX 75001 TRUSTEE 1.00 0 0 0 ASHE LAUGHLIN 4500 RATLIFF LANE SUITE 119 ADDISON TX 75001 TRUSTEE 1.00 0 0 0 MARTHA ROYER 2964 PLAZA BLANCA SANTA FE NM 87505 EXECUTIVE DIRECTOR 4.00 8400 0 0 NONE 0 NONE 0 0 2865321 127302 0 2992623 0 0 2992623 44889 2947734 147387 147387 1538 1538 145849 0 145849 0 145849 324932 0 324932 145849 0 0 136841 328445 128759 157240 128587 879872 324932 0 0 0 145849 179083 0 0 1058955 0 0 0 0 0 0 136841 922114 328445 128759 157240 128587 179083 GRANT LAUGHLIN PHILIP BEERS CARL BEERS STEPHEN BEERS ASHE LAUGHLIN LAUGHLIN-BEERS FOUNDATION 4500 RATLIFF LANE SUITE 119 ADDISON TX 75001 2145262626 NO SPECIFIC FORM - TAX STATUS OF ORGANIZATION AND EXEMPT PURPOSE OF REQUEST SHOULD BE INCLUDED. NONE NONE ADVENTHEALTH FOUNDATION INC 800 NORTH MAGNOLIA AVE SUITE 600 ORLANDO FL 32803 PC CANCER CARE SUPPORT 10000 AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF VIRGINIA 701 EAST FRANKLIN STREET SUITE 1412 RICHMOND VA 23219 PC GENERAL OPERATING 5000 AMERICAN INDIAN COLLEGE FUND 8333 GREENWOOD BLVD DENVER CO 80221 PC GENERAL OPERATING 3000 ARTS CENTER OF ORANGE PO BOX 13 ORANGE VA 22960 PC GENERAL OPERATING 7000 BOYS AND GIRLS CLUB OF CENTRAL VIRGINIA PO BOX 707 CHARLOTTESVILLE VA 22902 PC GENERAL OPERATING 5000 BOYS AND GIRLS CLUBS OF CENTRAL FLORIDA 101 E COLONIAL DRIVE ORLANDO FL 32801 PC GENERAL OPERATING 5000 BOYS AND GIRLS CLUBS OF LARIMER COUNTY 103 SMOKEY STREET FORT COLLINS CO 80525 PC GENERAL OPERATING 3000 CENTER FOR AFRICAN AMERICAN HEALTH 3350 HUDSON STREET DENVER CO 80207 PC GENERAL OPERATING 3000 COALITION FOR THE HOMELESS OF CENTRAL FLORIDA 18 N TERRY AVENUE ORLANDO FL 32801 PC GENERAL OPERATING 7500 CREATIVE ARTS CENTER OF DALLAS 2360 LAUGHLIN DRIVE DALLAS TX 75228 PC GENERAL OPERATING 2500 DIRECT RELIEF 6100 BECKNELL RD SANTA BARBARA CA 93117 PC GENERAL OPERATING 4000 ENVIRONMENTAL DEFENSE FUND PO BOX 98051 WASHINGTON DC 20090 PC GENERAL OPERATING 10000 ENVISION DALLAS LIGHTHOUSE FOUNDATION PO BOX 670218 DALLAS TX 75267 PC GENERAL OPERATING 5000 EQUAL JUSTICE INITIATIVE 122 COMMERCE ST MONTGOMERY AL 36104 PC GENERAL OPERATING 2500 FIRST UNITED METHODIST CHURCH WINTER PARK FLORIDA FOUNDATION 125 N INTERLACHEN AVE WINTER PARK FL 32789 PC GENERAL OPERATING 10000 FOOD BANK FOR LARIMER COUNTY 5706 WRIGHT DR LOVELAND CO 80538 PC GENERAL OPERATING 5000 FOUNDATION COMMUNITIES 3000 S IH 35 STE 300 AUSTIN TX 78704 PC GENERAL OPERATING 10000 FREDERICKSBURG CENTER FOR THE CREATIVE ARTS 813 SOPHIA STREET FREDERICKSBURG VA 22401 PC GENERAL OPERATING 4500 FREE FLOW NM INC 207 ALAMO DRIVE SANTA FE NM 87501 PC GENERAL OPERATING 1000 GRACE MEDICAL HOME 1417 E CONCORD ST ORLANDO FL 32803 PC IN MEMORY OF HELEN LAUGHLIN BEERS 7500 GREENSPACE DALLAS PO BOX 560692 DALLAS TX 75356 PC GENERAL OPERATING 2500 HELPING EVERYONE REACH OUTSTANDING EDUCATIONAL SUCCESS 101 S COIT ROAD SUITE 36-348 RICHARDSON TX 75080 PC GENERAL OPERATING 2500 HIAS FOUNDATION INC PO BOX 97077 WASHINGTON DC 20090 PC GENERAL OPERATING 5000 HIGHLAND COUNTRY FELLOWSHIP 8202 BOEDEKER STREET DALLAS TX 75225 PC GENERAL OPERATING 10000 HOMEWARD ALLIANCE 242 CONIFER STREET FORT COLLINS CO 80524 PC GENERAL OPERATING 4000 JUDICIAL WATCH INC PO BOX 96234 WASHINGTON DC 20090 PC GENERAL OPERATING 7500 KARL STIRNER ARTS TRAIL PO BOX 1028 EASTON PA 18044 PC GENERAL OPERATING 3500 KIDSPAK PO BOX 2078 LOVELAND CO 80539 PC GENERAL OPERATING 3000 KITCHEN ANGELS 1222 SILER RD SANTA FE NM 87507 PC GENERAL OPERATING 4000 LEUKEMIA & LYMPHOMA SOCIETY - SOUTHEAST REGION PO BOX 22443 NEW YORK NY 10087 PC IN HONOR OF MATTHEW T. CLEAR 7500 MEALS ON WHEELS FOR FORT COLLINS COLORADO 1217 E ELIZABETH 11 FORT COLLINS CO 80524 PC GENERAL OPERATING 3000 MEMORIAL FOUNDATION OF THE GERMANNA COLONIES IN VIRGINIA PO BOX 279 LOCUST GROVE VA 225080279 PC GENERAL OPERATING 4000 MONTPELIER FOUNDATION PO BOX 911 ORANGE VA 22960 PC GENERAL OPERATING 6000 NATIVE AMERICAN RIGHTS FUND 250 ARAPAHOE AVENUE BOULDER CO 80302 PC GENERAL OPERATING 3000 NEGRO LEAGUES BASEBALL MUSEUM 1616 E 18TH STREET KANSAS CITY MO 64108 PC PITCH FOR THE FUTURE CAMPAIGN 5000 ORANGE COUNTY AFRICAN AMERICAN HISTORICAL SOCIETY 130 CAROLINE STREET ORANGE VA 22960 PC GENERAL OPERATING 2500 ORANGE FREE CLINIC PO BOX 441 ORANGE VA 22960 PC GENERAL OPERATING 2500 ORLANDO UNION RESCUE MISSION PO BOX 2891 ORLANDO FL 32802 PC GENERAL OPERATING 2500 PEOPLE'S COMMUNITY CLINIC 1101 CAMINO LA COSTA AUSTIN TX 78752 PC GENERAL OPERATING 10000 PIEDMONT ENVIRONMENTAL COUNCIL PO BOX 460 WARRENTON VA 20188 PC GENERAL OPERATING 5000 PLANNED PARENTHOOD SOUTH ATLANTIC 100 SOUTH BOYLAN AVE RALEIGH NC 27603 PC GENERAL OPERATING 5000 PRAGER UNIVERSITY FOUNDATION 3389 SHERIDAN STREET 293 HOLLYWOOD FL 33021 PC GENERAL OPERATING 7500 PRESTON ROAD CHURCH OF CHRIST 6409 PRESTON ROAD DALLAS TX 75205 PC GENERAL OPERATING 2500 PROJECT ALS 2585 BROADWAY SUITE 202 NEW YORK NY 10025 PC GENERAL OPERATING 3000 PROPUBLICA 155 AVENUE OF THE AMERICAS 13TH FLOOR NEW YORK NY 10013 PC GENERAL OPERATING 10000 ROCKY MOUNTAIN PLANNED PARENTHOOD INC 7155 E 38TH AVE DENVER CO 80207 PC GENERAL OPERATING 6000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 PC GENERAL OPERATING 12500 SCHOLARMATCH 849 VALENCIA STREET SAN FRANCISCO CA 94110 PC GENERAL OPERATING 3000 SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA 411 MERCY DRIVE ORLANDO FL 32805 PC GENERAL OPERATING 7500 SIERRA CLUB FOUNDATION 2101 WEBSTER STREET SUITE 1250 OAKLAND CA 94612 PC GENERAL OPERATING 10000 SOULS HARBOR 13134 NILE DRIVE DALLAS TX 75253 PC GENERAL OPERATING 2500 SOUTHERN ENVIRONMENTAL LAW CENTER 120 GARRETT STREET SUITE 400 CHARLOTTESVILLE VA 22902 PC GENERAL OPERATING 4000 TURNING POINT USA 4940 EAST BEVERLY RD PHOENIX AZ 85044 PC GENERAL OPERATING 10000 VIRGINIA MUSEUM OF FINE ARTS FOUNDATION 200 N ARTHUR ASHE BLVD RICHMOND VA 23220 PC GENERAL OPERATING 3500 WILKINSON CENTER 8344 EAST RL THORNTON FREEWAY DALLAS TX 75228 PC GENERAL OPERATING 3000 WORLD CENTRAL KITCHEN PO BOX 96538 WASHINGTON DC 20090 PC GENERAL OPERATING 6500 YOUNG AMERICA'S FOUNDATION 11480 COMMERCE PARK DRIVE SIXTH FLOOR RESTON VA 20191 PC GENERAL OPERATING 2500 YOUTH AND FAMILY ALLIANCE 3700 SOUTH 1ST STREET AUSTIN TX 78704 PC GENERAL OPERATING 10000 312500 0 14 83365 18 42609 0 125974 0 125974 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5347 1337 0 4010 ADVANCED MICRO DEVICES INC - 200 SHS 8066 10708 ALPHABET INC CLA COM - 700 SHS 37481 214405 AMAZON - 440 SHS 37298 101561 APPLE INC COM - 290 SHS 14499 106025 ARTHUR J GALLAGHER & CO - 45 SHS 11379 11646 ASTRAZENECA PLC SPONS ADR - 775 SHS 33530 71246 AT & T INC - 495 SHS 8545 12296 ATLASSIAN CORP CI A - 45 SHS 8822 9296 BOSTON SCIENTIFIC CORP COM - 95 SHS 3495 9058 CANADIAN PACIFIC KANSAS CITY - 1220 SHS 35890 89829 CHEVRON CORPORATION COM - 390 SHS 45431 59440 CISCO SYSTEMS INC COM - 180 SHS 9592 13865 CME GROUP INC - 35 SHS 7569 9558 COCA COLA CO COM - 195 SHS 7497 13632 CORNING INC - 265 SHS 8608 23203 COSTCO WHOLESALE CORP NEW COM - 80 SHS 16868 68987 CUMMINS INC - 70 SHS 19196 35732 DUPONT DE NEMOURS INC COM - 95 SHS 2953 3819 EATON CORP PLC - 90 SHS 5390 28666 ELI LILLY & CO - 10 SHS 8762 10747 HOME DEPOT INC COM - 195 SHS 29679 67100 HONEYWELL INTERNATIONAL INC - 85 SHS 15888 16583 JPMORGAN CHASE & CO COM - 95 SHS 10634 30611 LOWES COS INC COM - 195 SHS 17894 47026 MASTERCARD INC CLA COM - 145 SHS 28801 82778 MERCK & CO INC NEW COM - 100 SHS 7941 10526 MICROSOFT CORP - 305 SHS 28425 147504 MONOLITHIC PWR SYSTEM INC - 10 SHS 8643 9064 ORACLE CORPORATION - 80 SHS 12263 15593 PROCTER & GAMBLE CO COM - 490 SHS 39792 70222 QNITY ELECTRONICS INC - 47 SHS 4064 3838 QUALCOMM INC - 55 SHS 8874 9408 ROYALTY PHARMA PLC CI A - 235 SHS 8599 9080 SERVICENOW INC - 75 SHS 13963 11489 SHERWIN-WILLIAMS CO COM - 85 SHS 11134 27543 TEXAS INSTRUMENTS INC - 50 SHS 8346 8675 UNION PACIFIC CORP COM - 410 SHS 31585 94841 VALERO ENERGY CORP NEW COM - 95 SHS 7600 15465 VISA INC CLA COM - 295 SHS 40434 103459 ARTISAN HIGH INCOME FD INSTL - 9712.745 SHS AT COST 98128 89357 BAIRD AGGREGATE BD FD INSTL - 45907.081 AT COST 516821 456316 VANGUARD SHORTTERM INV GRADE - 57834.865 AT COST 619411 606423 POSTAGE AND SHIPPING 95 24 0 71 BANK FEE 30 0 0 30 TIMING DIFFERENCE 582 ADR FEES 24 24 0 0 CUSTODIAL FEES 10983 10983 0 0 FEDERAL INCOME TAX 5500 0 0 0 FOREIGN INCOME TAX 172 172 0 0