2026-02-06T09:59:38-06:00 2025-09-30 454084437 WARREN AVERETTLLC 2500 ACTON ROAD BIRMINGHAM AL 35243 990PF 2024-10-01 646028570 W A TAYLOR FOUNDATION WATA 6627733421 3690 NORTH CHURCH AVENUE LOUISVILLE MS 39339 WILLIAM A TAYLOR III TRUSTEE 6627733421 2026-01-21 1 1 MEGAN RANDOLPH P00989558 2059794100 2026-01-21 2024 2025-03-06 01:10:19Z X 2997173 X 125000 103175 103175 45444 456395 45444 273619 148619 0 0 0 1100 550 550 9607 9607 0 1260 260 0 11967 10417 550 130000 130000 141967 10417 130550 131652 138202 66620 58255 58250 17783 17783 0 2572078 2712095 2938923 2656481 2788133 2997173 0 0 X 2656481 2788133 2656481 2788133 2656481 2788133 2656481 131652 0 2788133 0 2788133 PUBLICLY TRADED SECURITIES P 456395 410951 45444 45444 45444 1921 0 1921 0 1921 1578 0 0 0 1578 0 343 0 0 0 0 0 0 0 0 0 0 1 1 MS 1 0 0 0 0 1 N/A JENNIFER ROBERTS 6624461839 TAYLOR MACH WORKS LOUISVILLE MS 39339 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM A TAYLOR III 3690 NORTH CHURCH AVENUE LOUISVILLE MS 39339 TRUSTEE 1.00 0 0 0 JENNIFER ROBERTS 3690 NORTH CHURCH AVENUE LOUISVILLE MS 39339 RECORDING SECRETARY 1.00 0 0 0 ROBERT D TAYLOR 3690 NORTH CHURCH AVENUE LOUISVILLE MS 39339 TRUSTEE 1.00 0 0 0 TERESA TAYLOR KTSANES 3690 NORTH CHURCH AVENUE LOUISVILLE MS 39339 TRUSTEE 1.00 0 0 0 BAILEY TAYLOR 3690 NORTH CHURCH AVENUE LOUISVILLE MS 39339 TRUSTEE 1.00 0 0 0 ALEX TAYLOR 3690 NORTH CHURCH AVENUE LOUISVILLE MS 39339 TRUSTEE 1.00 0 0 0 DAVIS TAYLOR 3690 NORTH CHURCH AVENUE LOUISVILLE MS 39339 TRUSTEE 1.00 0 0 0 GRAYSON TAYLOR 3690 NORTH CHURCH AVENUE LOUISVILLE MS 39339 TRUSTEE 1.00 0 0 0 ZACH TAYLOR 3690 NORTH CHURCH AVENUE LOUISVILLE MS 39339 TRUSTEE 1.00 0 0 0 MATTHEW KTSANES 3690 NORTH CHURCH AVENUE LOUISVILLE MS 39339 TRUSTEE 1.00 0 0 0 SAVANNAH FULCHER 3690 NORTH CHURCH AVENUE LOUISVILLE MS 39339 RECORDING SECRETARY (THRU 9/25) 1.00 0 0 0 NONE 0 NONE 0 N/A 0 NONE 0 0 0 2794225 74106 0 2868331 0 0 2868331 43025 2825306 141265 141265 1921 1921 139344 0 139344 0 139344 130550 0 130550 139344 0 0 251371 312177 260581 193068 1017197 130550 0 0 0 130550 0 8794 8794 1008403 0 0 0 0 0 0 242577 765826 312177 260581 193068 X LEMONS TO LEMONADE 28710 MARTINGALE DR SAN JUAN CA 92675 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITIES 5000 UNIVERSITY OF MISSISSIPPI FOUNDATION 2500 NORTH STATE STREET JACKSON MS 39216 NONE PUBLIC CHARITY SUPPORT CHARITABLE ACTIVITIES 125000 130000 0 14 103175 18 45444 0 148619 0 148619 0 0 0 0 0 0 0 0 0 0 X X 1 TAYLOR GROUP INC 3690 NORTH CHURCH AVENUE LOUISVILLE MS 39339 125000 X ACCOUNTING 1100 550 550 NONE 0 39 SHARES TRADEQUEST (FORMERLY ETHIKA) 17783 0 STIFEL NICOLAUS INVESTMENTS AT COST 1503469 1394663 STIFEL NICOLAUS INVESTMENTS 3891 AT COST 1208626 1544260 ADVISORY FEE 9607 9607 0 FOREIGN TAXES 260 260 0 EXCISE TAXES 1000 0 0