2025-05-14T15:12:02-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 225 S 6TH ST 2300 MINNEAPOLIS MN 55402 990PF 2024-01-01 205941634 DARREN AND TERRY JACKSON FOUNDATION INC DARR 6516980198 1313 N FRANKLIN PL 2006 MILWAUKEE WI 53202 DARREN JACKSON PRESIDENT 6516980198 2025-05-14 1 1 STEVEN CRONK CPA P01288895 6128764500 2025-05-14 2024 2025-03-06 01:10:19Z X 9454893 X X 112246 112246 314260 6008854 314260 426506 426506 0 0 0 350 0 350 5700 2850 2850 82202 82202 0 3997 3263 0 550 0 550 92799 88315 3750 206316 206316 299115 88315 210066 127391 338191 376849 777626 777626 6722500 6471025 7502088 1134171 1174839 1174839 412 340 340 8233932 8423830 9454893 0 0 X 890989 890989 0 0 7342943 7532841 8233932 8423830 8233932 8423830 8233932 127391 62507 8423830 0 8423830 PUBLIC TRADED SECURITIES P 5868610 5694594 174016 174016 CAPITAL GAINS DIVIDENDS P 140244 140244 140244 314260 4701 0 4701 0 4701 760 0 0 0 760 11 3952 0 0 0 0 0 0 0 0 0 0 1 1 MN WI 1 0 0 0 0 1 N/A DARREN JACKSON 6516980198 1313 N FRANKLIN PL 2006 MILWAUKEE WI 53202 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DARREN R JACKSON 1313 N FRANKLIN PL 2006 MILWAUKEE WI 53202 PRESIDENT 1.00 0 0 0 THERESA A JACKSON 1313 N FRANKLIN PL 2006 MILWAUKEE WI 53202 TREASURER 0.50 0 0 0 RYAN D JACKSON 1313 N FRANKLIN PL 2006 MILWAUKEE WI 53202 DIRECTOR 1.00 0 0 0 BRIDGET C JACKSON 1313 N FRANKLIN PL 2006 MILWAUKEE WI 53202 DIRECTOR 1.00 0 0 0 NONE 0 MORGAN STANLEY 345 SAINT PETER ST SUITE 1800 ST PAUL MN 55102 INVESTMENT MANAGEMENT FEES 82202 0 0 8952228 521033 0 9473261 0 0 9473261 142099 9331162 466558 466558 4701 4701 461857 0 461857 0 461857 210066 0 210066 461857 0 0 982161 1197772 344911 38859 2563703 210066 0 0 0 210066 0 251791 251791 2311912 0 0 0 0 0 0 730370 1581542 1197772 344911 38859 DARREN R JACKSON THERESA A JACKSON X ACTS HOUSING 270 E KILBOURN AVE 5TH FLOOR MILWAUKEE WI 53202 N/A PC UNRESTRICTED CHARITABLE GIFT 10000 ALL IN MILWAUKEE 135 W WELLS STREET STE 100 MILWAUKEE WI 53203 N/A PC UNRESTRICTED CHARITABLE GIFT 110000 DEMONTREVILLE JESUIT RETREAT HOUSE 8243 DEMONTREVILLE TRAIL NORTH LAKE ELMO MN 55042 N/A PC UNRESTRICTED CHARITABLE GIFT 2000 DREXEL FUND 135 W WELLS STREET STE 100 MILWAUKEE WI 53203 N/A PC UNRESTRICTED CHARITABLE GIFT 50000 DWYANE WADE FAMILY FOUNDATION 100 S POINTE DR APT 3005 MIAMI BEACH FL 331397373 N/A PC UNRESTRICTED CHARITABLE GIFT 6091 LEUKEMIA AND LYMPHOMA SOCIETY 3 INTERNATIONAL DRIVE SUITE 200 RYE BROOK NY 10573 N/A PC UNRESTRICTED CHARITABLE GIFT 2500 PEARLS FOR TEEN GIRLS 1805 N DR MARTIN LUTHER KING JR DR STE D MILWAUKEE WI 53212 N/A PC UNRESTRICTED CHARITABLE GIFT 5000 ST AUGUSTINE PREPARATORY ACADEMY 2607 S 5TH ST MILWAUKEE WI 53207 N/A PC UNRESTRICTED CHARITABLE GIFT 20725 206316 0 14 112246 18 314260 0 426506 0 426506 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 5700 2850 2850 MORGAN STANLEY (4691) 2965028 4155740 MORGAN STANLEY MUTUAL FUNDS (4691) 3178506 3251443 MORGAN STANLEY (4690) 327491 94905 LIFE INSURANCE FMV 1174839 1174839 LEGAL FEES 350 0 350 DIVIDENDS RECEIVABLE 117 32 32 OTHER RECEIVABLES 295 308 308 BANK FEES 550 0 550 UNREALIZED CHANGE IN FMV OF LIFE INSURANCE 61519 BROKER ADJUSTMENTS TO BASIS 988 INVESTMENT MANAGEMENT FEES 82202 82202 0 FOREIGN TAX 3263 3263 0 EXCISE TAX 734 0 0