2026-06-29T12:36:51-05:00 2025-12-31 394946450 BOWERS ADVISORS LLC 333 W WASHINGTON ST SUITE 500 SYRACUSE NY 13202 990PF 2025-01-01 621777455 THE SEVEN ISLANDS FOUNDATION INC SEVE 8655259400 422 W CUMBERLAND AVE KNOXVILLE TN 37902 BENJAMIN F MCMURRY IV CPA TREASURER 8655259400 2026-06-22 1 RICHARD I FARLEY JR CPA P01083459 3152341100 2026-06-22 2025 2025-03-06 01:10:19Z X 3727403 X 14000 X 4680 4680 29912 29912 26846 275656 26846 75438 61438 0 0 0 0 0 15204 0 0 15204 7430 7430 0 0 2486 405 0 2081 2014 0 0 2014 27134 7835 0 19299 57000 57000 84134 7835 0 76299 -8696 53603 0 138345 134755 134755 915809 887261 1209107 330653 354667 320023 2063518 2063518 2063518 3448325 3440201 3727403 0 0 X 1384807 1376683 2063518 2063518 3448325 3440201 3448325 3440201 3448325 -8696 572 3440201 0 3440201 CAPITAL GAIN DISTRIBUTIONS P 3334 3334 3334 PUBLICLY TRADED SECURITIES 52399 53010 -611 -611 PUBLICLY TRADED SECURITIES 219923 195800 24123 24123 26846 2723 745 0 745 0 745 1240 0 310 0 1550 0 805 805 0 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 0 0 0 0 0 WWW.SEVENISLANDSFOUNDATION.COM BEN F MCMURRY IV CPA 8655848871 6130 LONAS DRIVE KNOXVILLE TN 37909 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KAREN CLAUSSEN-BISHOP 422 W CUMBERLAND AVE KNOXVILLE TN 37902 PRESIDENT 1.00 0 0 0 GREGORY HALL JR 422 W CUMBERLAND AVE KNOXVILLE TN 37902 ADVISORY BOARD MEMBER 1.00 0 0 0 TIFFANY SOLOMON 422 W CUMBERLAND AVE KNOXVILLE TN 37902 SECRETARY 1.00 0 0 0 BEN MCMURRY IV CPA 422 W CUMBERLAND AVE KNOXVILLE TN 37902 TREASURER 1.00 0 0 0 NONE 0 NONE 0 ENHANCEMENT OF THE KNOXVILLE COMMUNITY, WITH A PARTICULAR EMPHASIS ON SUPPORTING THE SEVEN ISLANDS STATE BIRDING PARK AND ITS SURROUNDING AREA. 58321 0 1447084 137270 0 1584354 0 0 1584354 23765 1560589 78029 78029 745 745 77284 0 77284 0 77284 76299 0 76299 77284 42484 0 0 76299 42484 0 0 33815 0 0 0 0 0 0 0 0 43469 0 0 0 X FRIENDS OF SEVEN ISLANDS BIRDING PARK PO BOX 27182 KNOXVILLE TN 37927 PC GRANT FOR ASSISTANCE WITH FUNDS RELATED TO THE GREENHOUSE RESTORATION AND THE HACKING TOWER. 57000 57000 0 14 4680 14 29912 18 26846 0 61438 0 61438 0 0 0 0 0 0 0 0 0 0 ACCOUNTING SERVICES 15204 0 0 15204 ISHARES IBOXX$ 63316 54764 ISHARES IBOXX$ HIGH YIEL 15923 15239 ISHARES MBS ETF 102679 92078 ISHARES TIPS 24106 21762 VANGUARD INTERMEDIATE 68169 60669 VANGUARD SCOTTSDALE 49196 44974 VANGUARD SHORT-TERM 31278 30537 ABBVIE INC SHS 9559 11196 AGNICO EAGLE MINES 1623 4238 ALPHABET INC SHS 17060 32865 AMAZON COM INC 13168 16619 AMPHENOL CORP CL 5673 13109 APPLE INC 30464 45129 BANK NEW YORK MELLON 7754 10216 BLACKROCK INC 10628 12844 BOSTON SCIENTIFIC 7101 8200 BROADCOM INC 8157 16959 CENCORA INC 4947 7093 CONOCOPHILLIPS 6156 5242 COSTCO WHOLESALER CRP 8663 10348 DELL TECHNOLOGIES 11583 9567 DICKS SPORTING GOODS INC 5865 5147 ELI LILLY & CO 13561 18270 ENTERGY CORP NEW 5489 7672 EXXON MOBIL CORP 15130 15765 FERRARI 7787 6652 FULLER & THALER BEHVRL 55403 74428 GOLDMAN SACHS GROUP INC 10729 13185 GS GQG PARTNERS 41819 46198 HILTON WORLDWIDE 4688 6320 HOME DEPOT INC 9019 8603 HOWMET AEROSPACE INC 3296 9841 INVESCO S&P SMLCAP 600 R 10531 10767 ISHARES INC CORE MSCI 29553 34954 ISHARES TR CORE MSCI EAF 28160 35337 JOHNSON CONTROLS INTER 5897 9221 JPMORGAN CHASE & CO 13389 21267 LIVE NATION ENT INC 5133 5130 MARTIN MARIETTA MATLS 8302 8717 META PLATFORMS INC 13518 12542 MFS INTERNATIONAL DIVERS 65575 76340 MICROSOFT CORP 37184 41591 NETFLIX COM INC 6757 10314 NVIDIA 18748 38419 PALO ALTO NETWORKS INC 8813 9947 PARKER HANNIFIN CORP 11168 17579 PROCTER & GAMBLE CO 9536 8312 PROGRESSIVE CRP OHIO 6506 7059 ROSS STORES INC COM 9902 12430 S&P GLOBAL INC 8347 9929 TESLA INC 4751 9444 THERMO FISHER SCIENTIFIC 8598 9851 UNION PACIFIC CORP 7194 7171 VANGUARD GROWTH ETF 67238 131234 VANGUARD SMALL CAP 24320 29148 VANGUARD VALUE ETF 125656 177239 VERIZON COMMUNICATIONS COM 8945 8390 VISA INC CL A SHRS 12681 15431 WALMART INC 8701 16154 WELLTOWER INC 4859 9837 WSTN DIGITAL CORP DEL 1977 9647 CONVSERVATION EASEMENT 2063518 2063518 2063518 OFFICE SUPPLIES 640 0 0 640 ADVERTISING EXPENSE 1321 0 0 1321 MEALS & ENTERTAINMENT 53 0 0 53 UNREALIZED GAIN/LOSS ON INVESTMENTS 572 INVESTMENT FEES 7430 7430 0 0 TAXES & LICENSES 2081 0 0 2081 FOREIGN TAXES 405 405 0 0