2025-07-24T14:30:25-05:00 2024-12-31 630191630 SMITH DUKES & BUCKALEW LLP 3800 AIRPORT BLVD MOBILE AL 366081667 990PF 2024-01-01 472938743 THE SYBIL AND WHITE SMITH FOUNDATION SYBI 2515101311 1809 YUILLE LANE DAPHNE AL 36526 MARY MARTIN RISER TRUSTEE, EXEC. DIRECTOR 2515101311 2025-07-16 1 0 CLIFTON T JACKSON P01269673 2513431200 2025-07-16 2024 2025-03-06 01:10:19Z X X 4415224 X X 68115 68115 40330 103917 40330 100061 100061 208506 208506 60000 0 60000 10650 2662 7988 11052 8162 2890 6597 211 4590 6531 0 6531 94830 11035 81999 10500 10500 105330 11035 92499 103176 197471 129487 96000 96000 1060829 365347 365347 783052 1527287 1593122 2255719 2329385 2360755 4229087 4318019 4415224 0 0 X 0 0 0 0 4229087 4318019 4229087 4318019 4229087 4318019 4229087 103176 0 4332263 14244 4318019 G.RESEARCH WELLS FARGO PUBLIC TRADED SECURITIES P 89189 55127 34062 34062 G.RESEARCH WELLS FARGO PUBLIC TRADED SECURITIES P 14728 8460 6268 6268 40330 2745 0 2745 0 2745 880 0 0 0 880 0 1865 0 0 0 0 0 0 0 0 0 0 0 1 AL 1 0 0 0 0 1 N/A MARY MARTIN RISER 2515101311 1809 YUILLE LANE DAPHNE AL 36526 0 0 0 0 1 0 0 0 0 1 2023 1 0 0 0 0 0 0 0 0 0 0 0 0 MARY MARTIN RISER 122 FAIRHOPE AVE 3 FAIRHOPE AL 36532 TRUSTEE 20.00 60000 0 0 MARSHALL BANKSTON RISER 6307 MT PHILO RD CHARLOTTE VT 05445 DISTRIBUTION COMMITTEE 2.00 0 0 0 ELLY A RISER 6307 MT PHILO RD CHARLOTTE VT 05445 DISTRIBUTION COMMITTEE 2.00 0 0 0 MASSEY WALTON RISER 1809 YUILLE LANE DAPHNE AL 36526 DISTRIBUTION COMMITTEE 2.00 0 0 0 NONE 0 NONE 0 0 1270837 784596 2308045 4363478 0 0 4363478 65452 4298026 214901 214901 2745 2745 212156 0 212156 0 212156 92499 0 92499 212156 141491 0 0 92499 92499 0 0 0 0 0 0 0 0 0 0 48992 212156 0 0 0 MARY MARTIN RISER 122 FAIRHOPE AVE FAIRHOPE AL 36532 2515101311 NO FORMS; LETTER TO OUTLINE REQUEST NONE NONE FAIRHOPE EDUCATIONAL ENRICHMENT FOUNDATION 82 PLANTATION POINTE FAIRHOPE AL 36532 PC EDUCATION 2500 FAIRHOPE FILM FESTIVAL 122 FAIRHOPE AVE 3 FAIRHOPE AL 36532 PC ARTS, CULTURE, AND HUMANITIES 500 FARM STAND TOGETHER 251 UPPER OLD TOWN TRAIL CHARLOTTE VT 05445 PC COMMUNITY WELFARE 2500 THE JACKSON ACADEMY 1954 COFFEEVILLE RD JACKSON AL 36545 PC COMMUNITY EDUCATION 3000 PRIDE OF ATMORE 116 S MAIN ST ATMORE AL 36502 PC COMMUNITY WELFARE 2000 10500 0 14 68115 14 100061 18 40330 0 208506 0 208506 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 10650 2662 7988 ADVANCE AUTO PARTS 58016 56748 ALGONQUIN PWR & UTIL CRP AQN 4800 4450 AMPCO PITTSBURGH CORP 4997 4180 APA CORP 24687 20781 ASTEC INDUSTRIES INC 6209 6720 ATLANTA BRAVES HOLDINGS INC SER C 17966 19130 ATLANTA BRAVES HOLDINGS INC SER A 31963 32640 AVISTA CORP AVA 39297 40293 AZZ INCORPORATED AZZ 4370 8192 BANK NEW YORK MELLON CORP 17257 30732 CNH INDUSTRIAL N V CNHI 35428 31724 DENTRSPLY SIRONA INC 53323 41756 DOCUMMUN INC 33143 38196 ENERGIZER HLDGS INC 8461 10467 FREEPORT-MCMORAN INC CLASS B 26842 26656 GENUINE PARTS CO COM GPC 94568 81732 GOLDEN ENTERTAINMENT INC GDEN 80041 72680 GOODYEAR TIRE & RUBBER GT 25631 21600 GRUPO TELEVISA S A DE CV GLOBAL 17300 10080 HENRY SCHEIN INC 29746 27680 HERC HLDGS COM HRI 11283 18933 HEXCEL CORP NEW 31659 31350 INNOVEX INTL INC 33215 20955 ITT INC ITT 4886 7144 IVECO GRP NV IVCGF 25561 26852 L B FOSTER CO CL A FSTR 4227 8070 LIBERTY GLOBAL LTD LBTYA 20099 25520 LIBERTY MEDIA CORP DEL COM LIB 281 532 LIBERTY MEDIACORP DEL FORMULA 13018 16808 MSC INDUSTRIAL DIRECT CO INC CLASS A 39907 33610 MUELLER INDUSTRIES INC MLI 7403 15872 NATIONAL FUEL GAS CO NFG 49782 60680 NATIONAL PRESTO IND INC 24166 29526 NEWMONT CORP 34747 37220 PARAMOUNT GLOBAL CL A PARAA 24649 31220 PERRIGO CO PLC PRGO 15874 12855 PFIZER INCORPORATED 40819 39795 ROLLS-ROYCE HOLDINGS PLC LONDON RYCEF 11271 28218 SANFILIPPO JOHN B & SON INC 17613 17422 SCOTTS MIRACLE-GRO CO CLASS A 12566 13268 SINCLAIR INC CL A SBGI 25684 32280 SONY GROUP CORP NEW ADR SONY 60488 74060 SOUTHWEST GAS HOLDINGS INC SWX 24882 28284 SPHERE ENTERTAINMENT CO 19501 24192 SPIRIT AEROSYSTEMS HLD CL A 9262 10224 STATE STR CORP STT 13529 19630 STD MOTOR PRODUCTS COM 24831 24784 SUNRISE ADR COMMUNICATIONS AG SER A 15269 17232 SYNOVUS FINANCIALS CORP 9631 15369 TEGNA INC TGNA 36021 42067 TELESAT CORP CL A & CL B INTER CONV TSAT 7992 13152 TEXTRON INC TXT 10115 11474 THE CAMPBELL'S COMPANY 39832 37692 TITAL MACHINERY INC 20663 16956 TREDEGAR CORPORATION TG 11783 15360 TRINITY INDUSTRIES INC TRN 12567 17550 TRIUMPH GROUP INC 26537 37320 VODAFONE GROUP PLC NEW SPONSORED ADR NO PAR VOD 27151 25470 WALGREENS BOOTS ALLIANCE INC WBA 52805 27990 WARNER BROS DISCOVERY INC SER A WBD 5620 5285 WYNN RESORTS LTD 36053 34464 PALLADIAN PARTNERS VII, LLP 123336 146397 177767 VAN BIEMA MASTERS FUND 1001-AB 1081137 1115698 1115698 VAN BIEMA MASTERS FUND 1051246 1067290 1067290 BOOK TO TAX TIMING DIFFERENCE 14244 OFFICE EXP 6457 0 6457 TELEPHONE 18 0 18 DUES & SUBSCRIPTIONS 56 0 56 PALLADIAN PARTNERS VII, LP 23061 23061 23061 VAN BIEMA MASTERS FUND 77000 77000 77000 ADVISOR FEES 10883 8162 2721 BANK FEES 169 0 169 FOREIGN TAX 211 211 0 PAYROLL TAX 4590 0 4590 FEDERAL ESTIMATED TAXES 880 0 0 FEDERAL TAX EXPENSE 916 0 0