2024-05-08T14:05:05-05:00 2023-12-31 752947680 The Walton Group LLC 6100 Southwest Blvd 400 Fort Worth TX 76109 990PF 2023-01-01 383352952 NICHOLAS MARTIN JR FAMILY FOUNDATION NICH 8173774344 5115 BRYCE AVE FORT WORTH TX 76107 CYNTHIA M ADAMS OFFICER 8173774344 2024-05-08 1 CYNTHIA ADAMS 999009999 1 Mark L Walton P00194495 8177311155 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 32726453 X 29428 104134 101216 600291 600291 1538774 9403991 1538774 2272627 2240281 0 0 0 281 0 281 4583 0 4583 16210 16210 0 30922 0 40070 147329 145699 1630 199325 161909 46564 1616960 1616960 1816285 161909 1663524 456342 2078372 891852 2668487 2679825 55334 22393 22393 15371029 12891836 19941812 6303313 7296733 6967648 2348589 2547010 3114775 24970117 25426459 32726453 0 0 X 24970117 25426459 24970117 25426459 24970117 25426459 24970117 456342 0 25426459 0 25426459 VARIOUS STOCK SALES D 2023-01-01 2023-12-31 1969653 2086573 -116920 -116920 VARIOUS STOCK SALES D 2018-06-30 2023-12-31 7432088 5778644 1653444 1653444 Capital Gains Dividends P 2250 2250 2250 1538774 28889 0 28889 0 28889 17154 0 0 0 17154 0 11735 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 0 0 1 N/A CYNTHIA M ADAMS 8172351732 5115 BRYCE AVE FORT WORTH TX 76107 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CYNTHIA M ADAMS 5115 BRYCE AVE FORT WORTH TX 76107 OFFICER 2.00 0 0 0 CHRISTINE E KRAATZ 6100 SOUTHWEST BLVD SUITE 500 FORT WORTH TX 76109 OFFICER 1.00 0 0 0 KIRK N MARTIN 6100 SOUTHWEST BLVD SUITE 500 FORT WORTH TX 76109 OFFICER 1.00 0 0 0 NONE 0 NONE 0 0 29883927 1732521 0 31616448 0 0 31616448 474247 31142201 1557110 1557110 28889 28889 1528221 0 1528221 0 1528221 1663524 0 1663524 1528221 1612440 0 0 1663524 1612440 0 0 51084 0 0 0 0 0 0 0 0 1477137 0 0 0 X ALLIANCE FOR THE GREAT LAKES 150 N MICHIGAN AVE SUITE 700 CHICAGO IL 60515 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 10000 BIG BROTHERS BIG SISTERS OF MILWAUKEE 788 N JEFFERSON ST MILWAUKEE WI 53202 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 15000 BOTANICAL RESEARCH INSTITUTE OF TEXAS 1700 UNIVERSITY DRIVE FORT WORTH TX 76107 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 10000 BOYS AND GIRLS CLUB OF SOUTHEASTERN MICHIGAN 26777 HALSTED ROAD SUITE 100 FARMINGTON HILLS MI 48331 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT FOR PROGRAMS THAT ENHANCE THE LIVES OF THE 12,000 CHILDREN SERVED 10000 COALITION ON TEMPORARY SHELTER 26 PETERBORO DETROIT MI 48201 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT FOR BRIGHT BEGINNINGS CHILD DEVELOPMENT CENTER 10000 COMO LIONHEART INC 4840 BELLFLOWER WAY FORT WORTH TX 76123 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 10000 DUCKS UNLIMITED ONE WATERFOWL WAY MEMPHIS TN 38002 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 5000 FRIENDS OF MACC PO BOX 291621 NASHVILLE TN 37229 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 10000 GLEANER FOOD BANK OF SE MICHIGAN 2131 BEAUFAIT STREET DETROIT MI 48207 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT FOR PROGRAMS THAT IMPACT 499 LOCATIONS SERVICED 10000 GOODWILL INDUSTRIES OF GREATER DETROIT 3111 GRAND RIVER AVENUE DETROIT MI 48208 NONE NOT-FOR-PROFIT 501(C PROGRAMS AIMED TO ADVANCE EMPLOYMENT AND TRAINING 10000 GRACE CENTERS OF HOPE 35 EAST HURON STREET PONTIAC MI 48342 NONE NOT-FOR-PROFIT 501(C LIFE SKILLS PROGRAMS 10000 JUDSON CENTER INC 30301 NORTHWESTERN HIGHWAY SUITE 100 FARMINGTON HILLS MI 48334 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 10000 KIDS KICKING CANCER 27600 NORTHWESTERN HWY SUITE 220 SOUTHFIELD MI 48034 NONE NOT-FOR-PROFIT 501(C DEVELOPMENT OF VIRTUAL REALITY FOR CHRONIC PAIN 250000 LENA POPE HOME INC 3200 SANGUINET ST FORT WORTH TX 76107 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 20000 MATER DEI SCHOOL INC 9600 SEVEN LOCKS ROAD BETHESDA MD 20817 NONE NOT-FOR-PROFIT 501(C 1 FULL SCHOLARSHIP AND 2 PARTIAL SCHOLARSHIPS 20000 MICHIGAN TROUT UNLIMITED PO BOX 442 DEWITT MI 48820 NONE NOT-FOR-PROFIT 501(C PROGRAMS TO PROTECT COLD WATER FISH AND THEIR WATERSHEDS 5000 MICHIGAN UNITED CONSERVATION CLUB 2101 WOOD STREET LANSING MI 48912 NONE NOT-FOR-PROFIT 501(C CONSERVATION PROGRAMS AND PROTECT WILDLIFE HABITATS WHILE EDUCATING YOUTH 5000 MILWAUKEE RESCUE MISSION 830 N 19TH ST MILWAUKEE WI 53233 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 15000 OAKLAND FAMILY SERVICES 114 ORCHARD LAKE ROAD PONTIAC MI 48341 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT FOR PROGRAMS THAT OFFER MENTAL HEALTH AND SUBSTANCE ABUSE TREATMENT SERVICES 10000 RONALD MCDONALD HOUSE CHARITIES EASTERN WISCONSIN 8948 W WATERTOWN PLANK RD WAUWATOSA WI 53226 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 15000 ROSE HILL CENTER 5130 ROSE HILL BLVD HOLLY MI 48442 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT FOR MENTAL HEALTH SERVICES 10000 SAFE HAVEN OF TARRANT COUNTY 1010 N CENTER ST ARLINGTON TX 76011 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 10000 SIX RIVERS REGIONAL LAND CONSERVANCY PO BOX 80902 ROCHESTER MI 48308 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT TO CONSERVE, SUSTAIN AND CONNECT NATURAL AREAS 10000 SOUTH OAKLAND SHELTER 46150 WOODWARD AVE PONTIAC MI 48342 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 15000 SPUR FOUNDATION PO BOX 6184 KETCHUM ID 83340 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 287480 TEXAS TREE FOUNDATION 2906 SWISS AVENUE DALLAS TX 75201 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 15000 BAYLOR SCOTT AND WHITE ALL SAINTS HEALTH 1400 8TH AVE FORT WORTH TX 76104 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 750000 BIG BROTHERS AND BIG SISTERS OF KANSAS CITY 1709 WALNUT ST KANSAS CITY MO 64108 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 5000 MICHIGAN COLLEGES ALLIANCE 26555 EVERGREEN RD STE 1055 SOUTHFIELD MI 48076 NONE NOT-FOR-PROFIT 501(C DR. JERROLD M. JUNG MEMORIAL FUND 25000 FORT WORTH REPORT 2003 8TH AVE STE 300 FORT WORTH TX 76110 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 5000 WAGS AND WALKS 100 BONNABROOK DR HERMITAGE TX 37076 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 10000 BOOK'EM 161 RAINS AVENUE NASHVILLE TN 37203 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 7480 CANINE COMPANIONS FOR INDEPENDENCE INC 7710 LAS COLINAS RIDGE IRVING TX 75039 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 7000 1616960 0 14 104134 14 600291 18 1538774 0 2243199 0 2243199 0 0 0 0 0 0 0 0 0 0 X X 1 MARTIN 2012 NONEXEMPT GC IRRV TR FBO HEATHER PO BOX 4007 KETCHUM ID 83340 3593 X 2 MARTIN 2012 NONEXMPT GC IRRV TR FBO KELLY 5115 BRYCE AVE FORT WORTH TX 76107 2082 X 3 MARTIN 2012 NONEXEMPT GC IRR TR FBO LINDSAY 4659 RAVINE DR BLOOMFIELD HILLS MI 48301 895 X 4 MARTIN 2012 NONEXEMPT GC IRR TR FBO MELISSA 5115 BRYCE AVE FORT WORTH TX 76107 5 X 5 MARTIN 2012 NONEXEMPT GC IRR TR FBO MICHELLE PO BOX 4007 KETCHUM ID 83340 1982 X 6 MARTIN 2012 NONEXEMPT GC IRR TR FBO NICHOLAS 4659 RAVINE DR BLOOMFIELD HILLS MI 48301 802 X 7 NICHOLAS MARTIN JR TR FBO BARBARA L MARTIN 5115 BRYCE AVE FORT WORTH TX 76107 20069 X TAX PREPARATION 4583 0 4583 NORTHERN TRUST 7296733 6967648 NORTHERN TRUST 12891836 19941812 NORTHERN TRUST FMV 793443 854016 NORTHERN TRUST FMV 877043 1141715 NORTHERN TRUST FMV 499419 598920 NORTHERN TRUST FMV 377105 520124 LEGAL FEES 281 0 281 INVESTMENT EXPENSES 136551 136551 0 OFFICE EXPENSE 1630 0 1630 OTHER COSTS 9148 9148 0 FOREIGN TAXES PAID 16210 16210 0