2026-02-13T11:37:18-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 4501 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 341033548 990PF 2024-07-01 351070929 THE MARTIN FOUNDATION INC MART 2396494543 3200 BAILEY LN 199 NAPLES FL 34105 ELIZABETH MARTIN PRESIDENT 2396494543 2026-02-11 1 0 AMELIA COOPER P00437898 2392628686 2026-02-03 2024 2025-03-06 01:10:19Z X 53685875 X 562177 14720 14720 1089265 1089265 2878324 13757708 2878324 -8320 -8320 4536166 3973989 0 0 0 70294 35147 35147 241207 241110 98 12549 6275 6274 10722 5360 5360 323 162 162 111385 4963 4962 446480 293017 52003 2280000 2280000 2726480 293017 2332003 1809686 3680972 565707 16612 16612 2909438 2609011 2609011 2493314 6235799 6303195 18017388 20266092 33592490 9328892 6015852 5992146 3830382 3477508 5100050 56904 72371 72371 37202025 38693245 53685875 0 0 X 0 0 0 0 37202025 38693245 37202025 38693245 37202025 38693245 37202025 1809686 0 39011711 318466 38693245 HARRIS P 10048791 7433691 2615100 2615100 WINDSAIL CREDIT FUND P 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YORK NY 10038 N/A PC GENERAL SUPPORT 90000 CENTER FOR SCIENCE IN THE PUBLIC INTEREST 1250 I STREET NW 500 WASHINGTON DC 20005 N/A PC GENERAL SUPPORT 40000 CHARITY NAVIGATOR 299 MARKET STREET SUITE 250 SADDLE BROOK NJ 07663 N/A PC GENERAL SUPPORT 15000 CONSERVANCY OF SWFL 1495 SMITH PRESERVE WAY NAPLES FL 34102 N/A PC PHYTHON & SENIOR CLIMATE POLICY POSITION 200000 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 N/A PC GENERAL SUPPORT 20000 DUCKS UNLIMITED ONE WATERFOWL WAY MEMPHIS TN 38120 N/A PC GENERAL SUPPORT 30000 EARTHJUSTICE 50 CALIFORNIA STREET SUITE 500 SAN FRANCISCO CA 94111 N/A PC GENERAL SUPPORT 65000 FEEDING THE CAROLINAS 6255 TOWNCENTER DRIVE CLEMMONS NC 27012 N/A PC GENERAL SUPPORT 15000 FREEDOM EDUCATION PROJECT PUGET SOUND 918 S HORTON ST 912 SEATTLE WA 98134 N/A PC GENERAL SUPPORT 25000 INSIDE CLIMATE NEWS 26 COURT STREET SUITE 1617 BROOKLYN NY 11242 N/A PC FLORIDA REPORTER 50000 LAWRENCE GENERAL HOSPITAL 1 GENERAL ST POBOX 189 LAWRENCE MA 01842 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PC GENERAL SUPPORT 100000 ROCKEFELLER PHILANTHROPY ADVISORS 44 MONTGOMERY STREET 1400 SAN FRANCISCO CA 94109 N/A PC PLASTICS SOLUTION FUND 100000 SAN FRANSICO MARIN FOOD BANK 900 PENNSYLVANIA AVE SAN FRANCISCO CA 94107 N/A PC GENERAL SUPPORT 25000 SECOND HARVEST OF SILICON VALLEY 750 CURTNER AVENUE SAN JOSE CA 95125 N/A PC GENERAL SUPPORT 25000 SOLIHTEN INSTITUE 2696 S COLORADO BLVD STE 380 DENVER CO 80222 N/A PC GENERAL SUPPORT 100000 SOUTH KING TOOL LIBRARY 1700 SOUTH 340TH STREET FEDERAL WAY WA 98003 N/A PC GENERAL SUPPORT 15000 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONTGOMERY AL 36104 N/A PC GENERAL SUPPORT 25000 SPRINGBOARD TO OPPORTUNITIES 518 E CAPITOL ST JACKSON MS 39201 N/A PC GUARANTEED INCOME FUND 25000 SURFRIDER 942 CALLE NEGOCIO STE 350 SAN CLEMENTE CA 92673 N/A PC GENERAL SUPPORT 50000 TACOMA PHOTO CENTER 2661 N PEARL ST TACOMA WA 98402 N/A PC GENERAL SUPPORT 5000 TAIKO ARTS 3949 13TH AVENUE SOUTH MINNEAPOLIS MN 55407 N/A PC GENERAL SUPPORT 50000 TEAM IMPACT 500 VICTORY ROAD QUINCY MA 02171 N/A PC GENERAL SUPPORT 15000 THE BRIDGE FUND OF NEW YORK 271 MADISON AVE STE 907 NEW YORK NY 10016 N/A PC GENERAL SUPPORT 15000 THE HUMANE SOCIETY FOR TACOMA & PIERCE COUNTY 2608 CENTER STREET TACOMA WA 98409 N/A PC GENERAL SUPPORT 15000 UMASS BOSTON 100 MORRISSEY BLVD HEALEY LIBRARY 11TH FLOOR BOSTON MA 02125 N/A PC NURSE PRACTITIONER SCHOLARSHIP FUND 120000 UNIVERSITY OF MINNESOTA 200 OAK STREET SW SUITE 500 MINNEAPOLIS MN 55455 N/A PC BEE LAB 100000 VERMONT COLLEGE OF FINE ARTS 36 COLLEGE STREET MONTPELIER VT 05602 N/A PC GENERAL SUPPORT 100000 VINDEKET FOODS PO BOX 9 COLLINS CO 80522 N/A PC GENERAL SUPPORT 15000 VOLUNTEER FLORIDA FOUNDATION 1545 RAYMOND DIEHL ROAD SUITE 250 TALLAHASSEE FL 32308 N/A PC FLORIDA DISASTER FUND 15000 WBUR 890 COMMONWEALTH AVE THIRD FLOOR BOSTON MA 02215 N/A PC GENERAL SUPPORT 25000 WGBH ONE GUEST STREET BOSTON MA 02135 N/A PC GENERAL SUPPORT 25000 WIKIMEDIA FOUNDATION PO BOX 98204 WASHINGTON DC 200908204 N/A PC GENERAL SUPPORT 20000 2280000 AMERICAN FORESTS 1220 L STREET STE 750 WASHINGTON DC 20005 PC GENERAL SUPPORT 50000 AUDOBON OF THE WESTERN EVERGLADES 12250 TAMIAMI TRAIL E STE 331 NAPLES FL 34103 PC GENERAL SUPPORT 20000 CENTER FOR REPRODUCTIVE RIGHTS 199 WATER STREET FLOOR 22 NEW YORK NY 10038 PC GENERAL SUPPORT 90000 CONSERVANCY OF SWFL 1495 SMITH PRESERVE WAY NAPLES FL 34102 PC PYTHON + SENIOR CLIMATE POLICY POSITION 200000 EARTHJUSTICE 48 WALL STREET 15TH FLOOR NEW YORK NY 10005 PC MATCHING GIFT- GENERAL SUPPORT 65000 NATIONAL PARKS CONSERVATION ASSOC 1200 5TH AVENUE 1118 SEATTLE WA 98101 PC OLYMPIC NATIONAL PARK PROJECT 25000 NORTHWEST STRAITS 1155 NORTH STATE ST STE 400 BELLINGHAM WA 98225 PC DERELICT FISHING GEAR AND GENERAL 50000 OCEAN CONSERVANCY 1300 19TH ST NW 8TH FLOOR WASHINGTON DC 20036 PC TRASH FREE OCEANS PROGRAM - GLOBAL GHOST GEAR INITIATIVE 50000 QUESTSCOPE 1325 QUINCY STREET NE STE 1A MINNEAPOLIS MN 55413 GENERAL SUPPORT 100000 ROCKEFELLER PHILANTHROPY ADVISORS 120 BROADWAY STE 3475 NEW YORK NY 10271 PC PLASTICS SOLUTION FUND 100000 SURFRIDER PO BOX 73550 SAN CLEMENTE CA 92673 PC GREATEST NEED 50000 UMASS BOSTON 100 MORRISSEY BLVD HEALEY LIBRARY 11TH FLOOR BOSTON MA 02125 PC NURSE PRACTITIONER SCHOLARSHIP FUND 80000 UNIVERSITY OF MINNESOTA 200 OAK STREET SW SUITE 500 MINNEAPOLIS MN 55455 BEE LAB FACULTY ENDOWMENT #24428 100000 980000 14 14720 14 1089265 18 2878324 LITIGATION SETTLEMENT 01 21 VENTURE PARTNERS XII 18 -3522 GLOBAL PE II 18 -4819 0 3973989 0 3973989 0 0 0 0 0 0 0 0 0 0 X X 1 GERALDINE MARTIN CHARITABLE TRUST CASPER MARTIN TRUSTEE 35 JUNIPER ROAD ANDOVER MA 01910 562177 X ACCOUNTING FEES 70294 35147 35147 HARRIS - APPLE 498875 488925 HARRIS - ASTRAZENECA 498402 486835 HARRIS - BANK OF MONTREAL 500000 490025 HARRIS - CBRE SERVICES 500150 516785 HARRIS - CHARLES SCHWAB 499390 487805 HARRIS - DXC TECHNOLOGY 499500 483115 HARRIS - LABORATORY ORAX 499665 486966 HARRIS - MORGAN STANLEY 999990 996695 HARRIS - SOUTHWESTERN ELEC PWR 499950 490005 HARRIS - AMERICAN EXPRESS 504995 504875 HARRIS - MASTEC 514935 560115 FIDELITY CAPITAL & INCOME 7997 9401 HARRIS - ABM INDUSTRIES 825090 826175 HARRIS - ALLY FINANCIAL 505086 1168500 HARRIS - ALPHABET C1 C 479783 3370410 HARRIS - BANK OF AMERICA 533392 2129400 HARRIS - BORGWARNER 1043964 1255500 HARRIS - COREBRIDGE FINANCIAL 680654 1668500 HARRIS - CVS HEALTH 851207 965720 HARRIS - FIRST CITIZENS BCSHS 662597 1956470 HARRIS - FISERV 1202453 1896510 HARRIS - GENERAL MOTORS 926667 1476300 HARRIS - INTERPUBLIC GROUP 912642 1101600 HARRIS - KENVUE 674280 732550 HARRIS - LIBERTY BROADBAND C1 C 522054 934610 HARRIS - LITHIA MOTORS 1411890 1689100 HARRIS - MASTERCARD C1 A 390848 2247760 HARRIS - AMAZON.COM 889680 2084205 FIDELITY - FIDELITY SAI CANADA EQUITY INDEX FUND 73058 81005 FIDELITY - FIDELITY SAI INFLATION FOCUSED FD 55089 57116 FIDELITY - STRATEGIC ADVISERS FID ALTERNATIVES FD 13574 13587 FIDELITY - STRATEGIC ADVISERS FID EMERGING MARKETS 340826 384161 FIDELITY - STRATEGIC ADVISERS FID US TOTAL STOCK 2338546 2568225 FIDELITY - STRATEGIC ADVISERS FID ALTERNATIVES FD 726830 812644 FIDELITY - FID SAI REAL ESTATE FUND 21325 20571 FIDELITY ADVISOR STRATEGIC INC CL I 7639 7768 FIDELITY - STRATEGIC ADVISERS FIDELITY CORE INCOME 1214722 1195527 FIDELITY - FID SAI INFLATION PROTECTED BOND INDEX 122705 125048 FIDELITY SAI SHORT TERM BOND FUND 44167 44249 FIDELITY SAI LOW DURATION BOND FUND 73132 72969 FID SAI LONG TERM TREASURY BOND INDEX 16876 16601 FIDELITY SAI HIGH INCOME FUND 46029 47225 HARRIS - AIRBNB C1 A 426626 423488 HARRIS - SYSCO 876704 833140 HARRIS - VAIL RESORTS 519960 549955 HARRIS - KEURIG DR. PEPPER 828000 826500 6235799 6303195 0 0 COMMON FUND - GLOBAL PRIVATE EQUITY PARTNERS II AT COST 601905 1302564 COMMON FUND - VENTURE PARTNERS XII AT COST 430273 856314 COMMON FUND - GLOBAL ABSOLUTE ALPHA CO. AT COST 1542307 2124549 WINDSAIL AT COST 461523 348795 COMMON FUND - ENVIRONMENTAL SOLUTIONS PARTNERS LL AT COST 190000 196385 COMMON FUND - VENTURE PARTNERS XV AT COST 251500 260376 COMMON FUND - GLOBAL PRIVATE EQUITY PARTNERS V AT COST 0 11067 ACCRUED INTEREST 56904 72371 72371 BEGINNING CAPITAL ACCOUNT ADJUSTMENT 318466 INSURANCE 2475 1238 1238 LICENSES 557 279 278 ADMINISTRATIVE EXPENSES 6892 3446 3446 TAXES 101461 0 0 LITIGATION SETTLEMENT 21 21 21 VENTURE PARTNERS XII -3522 -3522 -3522 GLOBAL PE II -4819 -4819 -4819 INVESTMENT FEES 241012 241012 0 BANK FEES 195 98 98