2025-05-14T13:19:31-05:00 2024-12-31 752947680 THE WALTON GROUP LLC 6100 SOUTHWEST BLVD STE 400 FORT WORTH TX 76109 990PF 2024-01-01 383352952 NICHOLAS MARTIN JR FAMILY FOUNDATION NICH 8173774344 5115 BRYCE AVE FORT WORTH TX 76107 CYNTHIA M ADAMS OFFICER 8173774344 2025-05-14 1 1 MARK L WALTON P00194495 8177311155 2024 2025-03-06 01:10:19Z X 33953968 X 76001 170569 167820 624142 624142 351693 5810457 351693 1222405 1143655 0 0 0 115 0 115 5001 0 5001 56300 19151 0 7368 0 7368 120743 118271 2472 189527 137422 14956 1500000 1500000 1689527 137422 1514956 -467122 1006233 2668487 2506434 2506434 22393 21298 21298 12891836 13258683 21975887 7296733 6565362 6247639 2547010 2607560 3202710 25426459 24959337 33953968 0 0 X 25426459 24959337 25426459 24959337 25426459 24959337 25426459 -467122 0 24959337 0 24959337 NT X98595 D 2024-01-01 2024-12-31 1734083 1836467 -102384 -102384 NT X98595 D 2018-06-30 2024-12-31 4074482 3622297 452185 452185 CAPITAL GAINS DIVIDENDS P 1892 1892 1892 351693 13987 0 13987 0 13987 25000 0 0 0 25000 0 11013 11013 0 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 31530156 2620059 0 34150215 0 0 34150215 512253 33637962 1681898 1681898 13987 13987 1667911 0 1667911 0 1667911 1514956 0 1514956 1667911 1477137 0 0 1514956 1477137 0 0 37819 0 0 0 0 0 0 0 0 1630092 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 15000 BAYLOR SCOTT AND WHITE ALL SAINTS HEALTH 1400 8TH AVE FORT WORTH TX 76104 NONE NOT-FOR-PROFIT 501(C ALAN JOHNS ENDOWMENT 250000 BIG BROTHERS BIG SISTERS OF MILWAUKEE 788 N JEFFERSON ST MILWAUKEE WI 53202 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 20000 BOOK'EM 161 RAINS AVENUE NASHVILLE TN 37203 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 15000 CANINE COMPANIONS FOR INDEPENDENCE INC 7710 LAS COLINAS RIDGE IRVING TX 75039 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT - TRAINING AND MEDICAL SUPPLIES 25000 COALITION ON TEMPORARY SHELTER 26 PETERBORO DETROIT MI 48201 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT FOR BRIGHT BEGINNINGS CHILD DEVELOPMENT CENTER 20000 COMO LIONHEART INC 4840 BELLFLOWER WAY FORT WORTH TX 76123 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 5000 CORAL RESTORATION FOUNDATION 89111 OVERSEAS HWY TAVERNIER FL 33070 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 25000 DUCKS UNLIMITED ONE WATERFOWL WAY MEMPHIS TN 38002 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 10000 FORT WORTH REPORT 2003 8TH AVE STE 300 FORT WORTH TX 76110 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 15000 FRIENDS OF MACC PO BOX 291621 NASHVILLE TN 37229 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 15000 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 25000 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 20000 GRACE CENTERS OF HOPE 35 EAST HURON STREET PONTIAC MI 48342 NONE NOT-FOR-PROFIT 501(C LIFE SKILLS PROGRAMS 30000 JUDSON CENTER INC 30301 NORTHWESTERN HIGHWAY SUITE 100 FARMINGTON HILLS MI 48334 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 25000 LENA POPE HOME INC 3200 SANGUINET ST FORT WORTH TX 76107 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 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 10000 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 10000 MILWAUKEE RESCUE MISSION 830 N 19TH ST MILWAUKEE WI 53233 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 20000 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 30000 RONALD MCDONALD HOUSE CHARITIES EASTERN WISCONSIN 8948 W WATERTOWN PLANK RD WAUWATOSA WI 53226 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 20000 ROSE HILL CENTER 5130 ROSE HILL BLVD HOLLY MI 48442 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT FOR MENTAL HEALTH SERVICES 20000 SAFE HAVEN OF TARRANT COUNTY 1010 N CENTER ST ARLINGTON TX 76011 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 20000 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 20000 SOUTH OAKLAND SHELTER 46150 WOODWARD AVE PONTIAC MI 48342 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 30000 SPUR FOUNDATION PO BOX 6184 KETCHUM ID 83340 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 375000 STREAMS AND VALLEYS INC 2918 WINGATE ST FORT WORTH TX 76107 NONE NOT-FOR-PROFIT 501(C WATERWHEEL PROJECT 15000 WAGS AND WALKS 100 BONNABROOK DR HERMITAGE TX 37076 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 25000 FORT WORTH STOCK SHOW SYNDICATE PO BOX 17005 FORT WORTH TX 76102 NONE NOT-FOR-PROFIT 501(C NORMAN SCHOLARSHIP 10000 BOYS AND GIRLS CLUB OF GREATER WASHINGTON 4103 BENNING ROAD NE WASHINGTON DC 20019 NONE NOT-FOR-PROFIT 501(C MOCO ALL IN CAMPAIGN 5000 CATHOLIC CHARITIES 249 THORNHILL DRIVE FORT WORTH TX 76116 NONE NOT-FOR-PROFIT 501(C GAME CHANGER 10000 CRISTO REY 2633 ALTAMESA BLVD FORT WORTH TX 78133 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 5000 FORT WORTH MUSEUM OF SCIENCE AND HISTORY 1600 GENDY STREET FORT WORTH TX 76107 NONE NOT-FOR-PROFIT 501(C CHILDREN'S AREA RENOVATION 250000 UNIVERSITY OF MICHIGAN 777 E EISENHOWER PKWY ST 650 ANN ARBOR MI 48108 NONE NOT-FOR-PROFIT 501(C BLOOD CANCER RESEARCH SUPPORT 10000 FIRST PRESBYTERIAN CHURCH 1000 PENN STREET FORT WORTH TX 76102 NONE NOT-FOR-PROFIT 501(C COMMUNITY CROSSROADS 25000 ROSIE'S FARM SANCTUARY 10717 TULIP LANE POTOMAC MD 20854 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 5000 STARS PO BOX 770208 STEAMBOAT SPRINGS CO 80487 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 5000 KEEP GREATER MILWAUKEE BEAUTIFUL INC 1313 W MOUNT VERNON AVE MILWAUKEE WI 53233 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 5000 KATHY'S HOUSE 9100 W WISCONSIN AVE MILWAUKEE WI 53226 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 10000 CAMP FIRE FIRST TEXAS 2700 MEACHAM BLVD FORT WORTH TX 76137 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 10000 NORTH SIDE HIGH LEGACY FOUNDATION 2211 MCKINLEY AVE FORT WORTH TX 76164 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 5000 1500000 0 14 170569 14 624142 18 351693 0 1146404 0 1146404 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 10350 X 2 MARTIN 2012 NONEXMPT GC IRRV TR FBO KELLY 5115 BRYCE AVE FORT WORTH TX 76107 9731 X 3 MARTIN 2012 NONEXEMPT GC IRR TR FBO JON 4659 RAVINE DR BLOOMFIELD HILLS MI 48301 8882 X 4 MARTIN 2012 NONEXEMPT GC IRR TR FBO LINDSAY 4659 RAVINE DR BLOOMFIELD HILLS MI 48301 9815 X 5 MARTIN 2012 NONEXEMPT GC IRR TR FBO MELISSA 5115 BRYCE AVE FORT WORTH TX 76107 9427 X 6 MARTIN 2012 NONEXEMPT GC IRR TR FBO CORY 5115 BRYCE AVE FORT WORTH TX 76107 9533 X 7 MARTIN 2012 NONEXEMPT GC IRR TR FBO MICHELLE PO BOX 4007 KETCHUM ID 83340 10093 X 8 MARTIN 2012 NONEXEMPT GC IRR TR FBO NICHOLAS 4659 RAVINE DR BLOOMFIELD HILLS MI 48301 8170 X TAX PREPARATION 5001 0 5001 NORTHERN TRUST 6565362 6247639 NORTHERN TRUST 13258683 21975887 NORTHERN TRUST FMV 793443 839564 NORTHERN TRUST FMV 877043 1105397 NORTHERN TRUST FMV 499419 648832 NORTHERN TRUST FMV 437655 608917 LEGAL FEES 115 0 115 INVESTMENT EXPENSES 118271 118271 0 OFFICE EXPENSE 2472 0 2472 FOREIGN TAXES PAID 19151 19151 0 INCOME TAXES 37149 0 0