2025-03-28T08:50:05-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 3575 PIEDMONT RD NE STE 1550 ATLANTA GA 30305 990PF 2024-01-01 311484922 THE MTB CHARITABLE FOUNDATION INC MTBC 6783521115 2198 BURTON DAM RD CLARKESVILLE GA 30523 STEVEN P BOWLES PRESIDENT 6783521115 2025-03-25 1 1 TRIPP KAY P01304871 4042623300 2025-03-25 2024 2025-03-06 01:10:19Z X 286708 X X 3694 3694 4204 65321 4204 7898 7898 0 0 0 2702 1351 1351 2702 1351 1351 15000 15000 17702 1351 16351 -9804 6547 798 17720 17720 235293 208567 268988 236091 226287 286708 0 0 X 0 0 0 0 236091 226287 236091 226287 236091 226287 236091 -9804 0 226287 0 226287 PUBLICLY TRADED SECURITIES P 58738 58476 262 262 PUBLICLY TRADED SECURITIES P 2632 2641 -9 -9 CAPITAL GAINS DIVIDENDS P 3951 3951 3951 4204 91 0 91 0 91 653 0 0 0 653 0 562 562 0 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 0 0 0 1 N/A STEVEN P BOWLES 6783521115 2198 BURTON DAM RD CLARKESVILLE GA 30523 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEVEN P BOWLES 2198 BURTON DAM RD CLARKESVILLE GA 30523 PRESIDENT/SECRETARY 0.50 0 0 0 TRIPP KAY 15 PIEDMONT CENTER SUITE 1550 ATLANTA GA 30305 TREASURER 0.00 0 0 0 NONE 0 NONE 0 0 275575 4956 0 280531 0 0 280531 4208 276323 13816 13816 91 91 13725 0 13725 0 13725 16351 0 16351 13725 176 0 0 16351 176 0 0 13725 2450 0 0 2450 0 0 0 0 0 0 0 2450 2450 STEVEN P BOWLES X GEORGIA STATE UNIVERSITY PO BOX 3965 ATLANTA GA 30302 N/A 501(C)(3) EDUCATION TO FURTHER EDUCATIONAL GOALS 5000 MAYO FOUNDATION 14TH AVE SW ROCHESTER MN 55902 N/A 501(C)(3) MEDICAL TO PROVIDE SUPPORT FOR MEDICAL RESEARCH & TRAINING 10000 15000 0 14 3694 18 4204 0 7898 0 7898 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 2702 1351 1351 VANGUARD 500 INDEX AT COST 32396 48619 VANGUARD CAPITAL OPPORTUNITY INVESTOR AT COST 41391 45991 VANGUARD HIGH YIELD CORP AT COST 9576 9076 VANGUARD CONSUMER DISCRETIONARY AT COST 28036 47377 VANGUARD MID CAP INDEX AT COST 22695 29183 VANGUARD SMALL CAP INDEX AT COST 22254 28974 VANGUARD TOTAL STOCK MARKET ETF AT COST 26219 33285 VANGUARD GROWTH ETF AT COST 26000 26483