2026-06-25T15:58:48-05:00 2025-12-31 420714325 RSM US LLP 127 PUBLIC SQUARE STE 2300 CLEVELAND OH 441141152 990PF 2025-01-01 066447022 LINDA P & EDWARD P WILLIAMS FAMILY FOUNDATION WILL 7033105160 6209 LOCH RAVEN DR MCLEAN VA 22101 TIMOTHY WILLIAMS DIRECTOR 7035560622 2026-06-16 1 TAMMY GREBER P00295154 2165231900 2026-06-12 2025 2025-03-06 01:10:19Z X 1425972 X 3675 X 24 24 27453 27453 91806 114159 91806 122958 119283 0 0 0 3675 3675 0 12055 12055 0 15730 15730 0 91700 91700 107430 15730 91700 15528 103553 57525 55681 55681 10960 165146 154721 995077 332412 360209 375214 566043 570611 1425972 0 0 X 0 0 0 0 566043 570611 566043 570611 566043 570611 566043 15528 0 581571 10960 570611 PUBLICLY TRADED SECURITIES P 114159 22353 91806 91806 91806 1439 0 1439 0 1439 1749 0 1500 0 3249 0 1810 1810 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 NONE TIMOTHY WILLIAMS 7035560622 6209 LOCH RAVEN DRIVE MCLEAN VA 22101 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TIMOTHY WILLIAMS 6209 LOCH RAVEN DRIVE MCLEAN VA 22101 TRUSTEE 1.00 0 0 0 LINDA B WILLIAMS 2522 AGARD ROAD TRUMANSBERG NY 14886 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1323230 44977 0 1368207 0 0 1368207 20523 1347684 67384 67384 1439 1439 65945 0 65945 0 65945 91700 0 91700 65945 15379 0 0 91700 15379 0 0 65945 10376 0 0 10376 0 0 0 0 0 0 0 10376 10376 X ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVENUE FLOOR 17 CHICAGO IL 60601 NONE PC GENERAL 4000 ANIMAL WELFARE INSTITUTE 900 PENNSYLVANIA AVENUE SE WASHINGTON DC 20003 NONE PC GENERAL 4000 BLUE HILL FIRE CO 42 WATER STREET BLUE HILL ME 04614 NONE PC GENERAL 2000 BLUE HILL HERITAGE TRUST 28 MOUNTAIN ROAD BLUE HILL ME 04614 NONE PC GENERAL 2000 BLUE HILL PUBLIC LIBRARY 5 PARKER POINT ROAD BLUE HILL ME 04614 NONE PC GENERAL 2000 CHARITY NAVIGATOR 229 MARKET STREET SUITE 250 SADDLE BROOK NJ 07663 NONE PC GENERAL 200 CHILD AND FAMILY AGENCY OF SE CT 255 HEMPSTEAD STREET NEW LONDON CT 06320 NONE PC GENERAL 2000 CONSERVATION ALLIES 6990 IVY HILL DRIVE WARRENTON VA 20187 NONE PC GENERAL 2000 CORNELL LAB OF ORNITHOLOGY 159 SAPSUCKER WOODS ROAD ITHACA NY 14850 NONE PC GENERAL 8000 FINGER LAKES SPCA OF CENTRAL NEW YORK 7315 NY-54 BATH NY 14810 NONE PC GENERAL 3000 HABITAT FOR HUMANITY 121 HABITAT STREET AMERICUS GA 31709 NONE PC GENERAL 8000 INTERNATIONAL RESCUE COMMITTEE 122 EAST 42ND STREET NEW YORK NY 10168 NONE PC GENERAL 1000 MAINE AUDUBON 20 GILSAND FARM ROAD FALMOUTH ME 04105 NONE PC GENERAL 500 MANOMET 125 MANOMET POINT ROAD PLYMOUTH MA 02360 NONE PC GENERAL 2000 NATIONAL MS SOCIETY 733 THIRD AVENUE NEW YORK NY 10017 NONE PC GENERAL 8000 PENINSULA AMBULANCE CORPS PO BOX 834 BLUE HILL ME 04614 NONE PC GENERAL 1000 PLANNED PARENTHOOD FEDERATION OF AMERICA 434 WEST 33RD STREET NEW YORK NY 10001 NONE PC GENERAL 6000 PLANNED PARENTHOOD OF GREATER NY 26 BLEECKER STREET NEW YORK NY 10012 NONE PC GENERAL 1500 PLANNED PARENTHOOD OF SOUTHERN NE 345 WHITNEY AVENUE NEWHAVEN CT 06511 NONE PC GENERAL 1500 POPULATION INSTITUTE 107 2ND STREET NE WASHINGTON DC 200043027 NONE PC GENERAL 8000 POPULATION MEDIA CENTER PO BOX 547 SHELBURNE VT 054820547 NONE PC GENERAL 1000 RAINFOREST TRUST 7078 AIRLIE ROAD WARRENTON VA 20187 NONE PC GENERAL 4000 ROOM TO READ 45 CALIFORNIA STREET SAN FRANCISCO CA 94104 NONE PC GENERAL 1000 THE NATURE CONSERVANCY 425 BARLOW PLACE 100 BETHESDA MD 20814 NONE PC GENERAL 1000 THE NOLS FUND 284 LINCOLN STREET LANDER WY 82520 NONE PC GENERAL 6000 THE WIKIMEDIA FOUNDATION 149 NEW MONTGOMERY STREET 3RD STREET SAN FRANCISCO CA 94105 NONE PC GENERAL 1500 UNION OF CONCERNED SCIENTIST TWO BRATTLE SQUARE CAMBRIDGE MD 021383780 NONE PC GENERAL 1000 WILDAID 333 PINE STREET SUITE SAN FRANCISCO CA 94104 NONE PC GENERAL 4000 WILDERNESS SOCIETY 1801 PENNSYLVANIA AVE NW 2ND FLOOR WASHINGTON DC 20006 NONE PC GENERAL 3000 WOODROW WILSON CENTER 1300 PENNSYLVANIA AVENUE NW WASHINGTON DC 200043027 NONE PC GENERAL 500 WORLD WILDLIFE FUND 1250 24TH STREET NW WASHINGTON DC 20037 NONE PC GENERAL 2000 91700 0 14 24 14 27453 18 91806 0 119283 0 119283 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3675 3675 0 ISHARES 5-10 YR INV GRADE CORP BOND ETF 237910 252482 JANUS HENDERSON AAA CLO ETF 47832 47697 VANGAURD ULTRA-SHORT-TERM BOND FUNDS 74467 75035 ALPHABET INC 6575 62600 AMAZON COM INC 4456 113333 APPLE INC 2471 110647 CATERPILLAR INC 4434 95669 CME GROUP INC 3170 9285 COSTCO WHOLESALE CORP 6202 43117 DANAHER CORP DEL 3383 15566 HOME DEPOT INC 2713 11699 ISHARES CORE MSCI EAFE ETF CLOSED END FUND 15806 22544 ISHARES CORE S&P 500 ETF 11928 13699 ISHARES CORE S&P MID-CAP 29550 92862 ISHARES RUSSELL 2000 INDEX FUND 9181 22893 JOHNSON & JOHNSON 4917 18211 JP MORGAN CHASE & CO 7674 64444 META PLATFORMS INC 6109 44226 MICROSOFT CORP 9692 96724 NIKE INC 3448 5543 NVIDIA CORP 5112 79076 REPUBLIC SERVICES INC 3564 21617 SEMPRA ENERGY COM 7474 11919 THERMO FISHER SCIENTIFIC INC 6862 39403 ACCRUAL TO CASH BASIS ADJUSTMENT 10960 INVESTMENT MANAGEMENT FEES 12055 12055 0