2026-04-03T16:18:50-05:00 2025-12-31 994625061 CRI ADVISORS LLC 1601 2ND AVENUE EAST ONEONTA AL 35121 990PF 2025-01-01 636138369 JAY AND CORRINE TUTHILL MEMORIAL SCHOLARSHIP TRUST JAYA 2059105470 60 EASY STREET ONEONTA AL 35121 JOHNATHAN JOHNSON PRESIDENT 2059105470 2026-04-02 1 JONATHAN D THOMAS P00833737 2055176914 2026-04-02 2025 2025-03-06 01:10:19Z X 1295270 X X 168 168 2908 2908 48728 197240 48728 51804 51804 0 0 0 900 0 0 5426 0 0 6326 0 0 57000 57000 63326 0 57000 -11522 51804 21374 5195 5195 1214118 1216408 1290075 1235492 1221603 1295270 2367 2367 0 X 385369 385369 61733 61733 786023 774501 1233125 1221603 1235492 1221603 1233125 -11522 0 1221603 0 1221603 UNDISC MGR BEHV 2024-09-18 2025-06-05 121 133 -12 -12 VICTORY MKT NEUT INC 2024-09-18 2025-06-05 3113 3016 97 97 ALSPG COR PLS BD 2024-09-18 2025-06-05 2975 3103 -128 -128 BAIRD AGGRT 2022-09-22 2025-06-05 23690 23459 231 231 BLKRCK M/A INC 2022-09-22 2025-06-05 31731 29295 2436 2436 DOUBLELN T/R 2022-09-22 2025-06-05 12140 12501 -361 -361 HARBOR CAP 2022-09-22 2025-06-05 2375 1352 1023 1023 HRTFRD EQ INC 2022-09-22 2025-06-05 4800 4892 -92 -92 MFS VAL 2022-09-22 2025-06-05 3112 2868 244 244 NUVEEN DIV GRW 2022-09-22 2025-06-05 26169 21936 4233 4233 NUVEEN DIV GRW 2022-09-22 2025-06-05 16974 15481 1493 1493 SHELTON EQ INC 2023-06-28 2025-06-05 1609 1523 86 86 VICTORY MKT NEUT INC 2022-09-22 2025-06-05 28647 28953 -306 -306 CAPITAL GAINS DIVIDENDS P 39784 39784 39784 48728 720 0 720 0 720 2960 0 0 0 2960 X 0 2240 2240 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A CHESTER THOMAS 2059105470 60 EASY STREET ONEONTA AL 35121 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JONATHAN JOHNSON 5016 ZIGLAG PLACE BIRMINGHAM AL 35235 PRESIDENT 0.00 0 0 0 CHESTER THOMAS 60 EASY STREET ONEONTA AL 35121 VICE PRESIDENT 0.00 0 0 0 DEREK PIGG P O BOX 250 HAYDEN AL 35079 TREASURER 0.00 0 0 0 NONE 0 NONE 0 0 1252302 16496 0 1268798 0 0 1268798 19032 1249766 62488 62488 720 720 61768 0 61768 0 61768 57000 0 57000 61768 55863 0 0 57000 55863 0 0 1137 0 0 0 0 0 0 0 0 60631 0 0 0 CHESTER THOMAS 60 EASY STREET ONEONTA AL 35121 2059105470 INFORMAL LETTER OF INQUIRY REGARDING THE FOUNDATION TRIGGERS THE FOUNDATION TO RESPOND WITH A STANDARD APPLICATION FOR FUNDS ASSUMING THE POTENTIAL APPLICANT QUALIFIES FOR SUCH FUNDS OPEN NONE FAULKNER UNIVERSITY 5345 ATLANTA HIGHWAY MONTGOMERY AL 36109 PC EDUCATIONAL 12600 FRIENDS OF LOCUST FORK PO BOX 638 CLEVELAND AL 35049 PC EDUCATIONAL 1000 MISSISSIPPI STATE UNIVERSITY 75 BS HOOD DRIVE MISSISSIPPI STATE MS 39762 PC EDUCATIONAL 3000 UAB 1720 SECOND AVE S BIRMINGHAM AL 35233 PC EDUCATIONAL 2000 UNIVERSITY OF NORTH ALABAMA 1 HARRISON PLAZA FLORENCE AL 35632 PC EDUCATIONAL 9000 WALLACE STATE COMMUNITY COLLEGE 801 MAIN STREET NW HANCEVILLE AL 35077 PC EDUCATIONAL 11000 AUBURN UNIVERSITY AUBURN UNIVERSITY AUBURN AL 36849 PC EDUCATIONAL 3000 ITAWAMBA COMMUNITY COLLEGE 602 W HILL ST FULTON MS 38843 PC EDUCATIONAL 3000 UNIVERSITY OF ALABAMA UNIVERSITY DRIVE TUSCALOOSA AL 35487 PC EDUCATIONAL 4000 NORTHWEST SHOALS COMMUNITY COLLEGE W 6TH ST MUSCLE SHOALS AL 35661 PC EDUCATIONAL 2000 UNIVERSITY OF SOUTH ALABAMA 307 N UNIVERSITY BLVD MOBILE AL 36688 PC EDUCATIONAL 6400 57000 0 14 168 14 2908 14 39784 8944 0 42860 8944 51804 3 RE-INVESTING OF EARNINGS ALLOWS A BROADER REACH OF THE FOUNDATION 4 RE-INVESTING OF EARNINGS ALLOWS A BROADER REACH OF THE FOUNDATION 8 RE-INVESTING OF EARNINGS ALLOWS A BROADER REACH OF THE FOUNDATION 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 900 0 0 VARIOUS STOCKS AND MUTUAL FUNDS 1216408 1290075 OFFICE & MEETING EXPENSE 5254 0 0 TRAVEL 172 0 0