2026-06-16T16:56:33-05:00 2025-09-30 841595367 AMG NATIONAL TRUST BANK 6295 GREENWOOD PLAZA BLVD GREENWOOD VILLAGE CO 801114908 990PF 2024-10-01 311551307 STAHELI FOUNDATION STAH 4356881908 562 W MORNING STAR WAY IVINS UT 84738 GAYE PRICE DIRECTOR & PRESIDENT 4356881908 2026-06-16 1 1 MELISSA K OCHU CPA P00166691 3036942190 2026-06-16 2024 2025-03-06 01:10:19Z X 2061794 X X 9047 9047 27484 27484 127613 344606 127613 164144 164144 0 0 0 7480 5984 1496 5312 5312 0 3000 0 0 552 276 276 16344 11572 1772 145000 145000 161344 11572 146772 2800 152572 95475 199569 199569 1735311 1633629 1862225 1830786 1833198 2061794 388 388 0 X 0 0 0 0 1830398 1833198 1830398 1833198 1830786 1833198 1830398 2800 0 1833198 0 1833198 AMG NATIONAL TRUST P 21029 21343 -314 -314 AMG NATIONAL TRUST P 229253 195650 33603 33603 CAPITAL GAINS DIVIDENDS P 94324 94324 94324 127613 2121 0 2121 0 2121 3161 0 3000 0 6161 X 0 4040 4040 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 1 N/A AMG NATIONAL TRUST BANK 3036942190 6295 GREENWOOD PLAZA BLVD GREENWOOD VILLAGE CO 801114908 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GAYE PRICE 562 W MORNINGSTAR WAY IVINS UT 84738 DIRECTOR/PRESIDENT 0.50 0 0 0 TODD STAHELI 2988 E RIMRUNNER DRIVE ST GEORGE UT 84790 DIRECTOR/SECRETARY 0.00 0 0 0 NONE 0 NONE 0 NOT APPLICABLE 0 NOT APPLICABLE 0 0 1919221 60689 0 1979910 0 0 1979910 29699 1950211 97511 97511 2121 2121 95390 0 95390 0 95390 146772 0 146772 95390 0 0 25242 34273 25335 84850 146772 0 0 0 95390 51382 0 0 136232 0 0 0 0 0 0 25242 110990 34273 25335 51382 X CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS 50 EAST NORTH TEMPLE STREET SALT LAKE CITY UT 84150 NONE EXEMPT RELIGIOUS - HUMANITARIAN FUND, GENERAL FUND & OTHER 145000 145000 0 18 9047 14 27484 18 127613 0 164144 0 164144 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 7480 5984 1496 AMG 3780 - AMG FAIRPOINTE MID CAP FUND 96188 120166 AMG 3780 - AMG RIVER ROAD SMALL CAP VALUE 100166 116863 AMG 3780 - CHAMPLAIN SMALL CO FD-ADV 46322 46738 AMG 3780 - DODGE & COX STOCK FUND #145 75439 129235 AMG 3780 - EDGEWOOD GROWTH FUND 87949 100996 AMG 3780 - HARBOR MID CAP VALUE FUND 74106 128049 AMG 3780 - HARBOR SMALL CAP GROWTH INV 55787 67312 AMG 3780 - HARDING LOEVNER EMERG MKTS 33372 28268 AMG 3780 - ISHARES MSCI ACWI EX US INDEX FUND 60753 91989 AMG 3780 - JENSEN PORTFOLIO CL I 85827 131953 AMG 3780 - OAKMARK INTERNATIONAL FUND (HARRIS) #109 150100 169705 AMG 3780 - ROYCE PREMIER FUND #426 146395 127034 AMG 3780 - T ROWE PRICE INTERNATIONAL DISCOVERY FUND CL I 167989 134675 AMG 3780 - T ROWE PRICE MID-CAP GROWTH #64 158620 168192 AMG 3780 - VANGUARD TOTAL BOND MARKET ETF 203802 210913 AMG 3780 - VANGUARD INTM TERM TREAS INV 90811 90134 AMG 3780 - VANGUARD SHORT TERM INVESTMENT GRADE ADMIRAL CL FUND #0539 3 3 FILING FEES 552 276 276 INVESTMENT MANAGEMENT FEES 5312 5312 0 2023 990-PF EXTENSION PAYMENT 3000 0 0