2021-11-12T12:53:27-06:00 2020-12-31 472401640 DURBIN BENNETT TAX ADVISORS INC 100 CONGRESS AVENUE STE 1600 AUSTIN TX 78701 990PF 2020-01-01 742833211 THE KULI FAMILY FOUNDATION KULI 5124394800 100 CONGRESS AVE STE 1600 AUSTIN TX 78701 ALEX KULI PRESIDENT 5124394800 2021-11-10 1 ALEX KULI 999009999 BRENT L DURBIN P00360888 5124394800 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 678656 X 0 X 2947 2947 11147 11147 32201 224193 32201 46295 46295 0 0 0 0 0 0 2000 2000 2000 0 2000 44295 46295 5726 7014 7014 418824 219910 436642 0 235000 235000 424550 461924 678656 0 0 X 0 0 0 0 424550 461924 424550 461924 424550 461924 424550 44295 0 468845 6921 461924 127 ALBEMARLE CORP P 2018-01-25 2020-09-25 10524 14905 -4381 -4381 1,000 ANNALY CAP MGMT ING P 2016-10-14 2020-09-25 7063 9547 -2484 -2484 101 FACEBOOK INC A P 2018-03-20 2020-09-25 25189 16648 8541 8541 500 LYONDELLBASELL N V CL A P 2016-10-14 2020-08-05 32618 40765 -8147 -8147 300 PHILIP MORRIS INTL INC P 2016-10-14 2020-08-05 22601 29440 -6839 -6839 700 SFL CORP LTD P 2016-11-30 2020-09-25 5111 10387 -5276 -5276 400 SQUARE INC A P 2018-01-25 2020-08-05 59950 18234 41716 41716 358 ISHS MSCI USA M VOL P 2016-03-29 2020-09-25 22012 15724 6288 6288 500 VNGRD HIGH DIV YLD P 2016-10-14 2020-09-25 39125 36342 2783 2783 32201 644 0 644 0 644 549 0 595 0 1144 0 500 500 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A ALEX S KULI 5124394800 100 CONGRESS AVE STE 1600 AUSTIN TX 78701 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALEX S KULI 100 CONGRESS AVE STE 1600 AUSTIN TX 78701 PRESIDENT 0.50 0 0 0 GLADYS B KULI 100 CONGRESS AVE STE 1600 AUSTIN TX 78701 VICE-PRESIDENT 0.13 0 0 0 GEOFFERY C KULI 15 BALLARD TERRACE LEXINGTON MA 02420 SECRETARY 0.13 0 0 0 NONE 0 NONE 0 LOAN OF $235,000 TO MIDCOAST MUSIC ACADEMY (MCMA)ADDRESS:MS. JENNIFER FELDMANEXECUTIVE DIRECTORMIDCOAST MUSIC ACADEMY279 MAIN STREET, SUITE 5ROCKLAND, ME 04841DATE OF INVESTMENT: OCTOBER 1, 2020TERMS OF INVESTMENT: A $235,000 MORTGAGE LOAN, SECURED BY A DEED OF TRUST ON THE PROPERTY AT 821 COMMERICAL ST, ROCKPORT, ME, WITH MONTHLY PAYMENTS OF INTEREST AT A RATE OF 5% COMENCING ON NOVEMBER 1, 2020. ALL OUTSTANDING PRINCIPAL AND INTEREST SHALL BE PAID IN FULL ON OCTOBER 1, 2025. MCMA IS A 501(C)(3) ORGANIZATION SERVING 180 STUDENTS WITH 6 INSTRUCTORS. THE LOAN WILL ALLOW EXPANSION OF STUDIOS FOR INSTRUCTION AND ADJUST TO AN ONLINE INSTRUCTION FORMAT FOR LESSONS AND ENSEMBLES. SUCH WILL ALLOW MCMA FUTURE EXPANSION WHILE PROVIDING COVID SAFETY AND ASCCESSIBILITY TO STUDENTS. THE LOAN WILL ASSIST WITH FINANCING TO FURTHER THE ACADEMY'S MISSION TO REMOVE BARRIERS TO MUSIC EDUCATION AND MAKE MUSIC EDUCATION ACCESSIBLE TO ALL REGARDLESS OF FINANCIAL CONSTRAINTS. 235000 235000 506652 16336 0 522988 0 0 522988 7845 515143 25757 25757 644 644 25113 0 25113 0 25113 2000 235000 237000 0 237000 25113 22283 0 0 237000 22283 0 0 25113 189604 0 0 189604 0 0 0 0 0 0 0 189604 189604 ALEX S KULI GLADYS B KULI X KNOX CLINIC 22 WHITE ST ROCKLAND ME 04841 N/A PC TO SUPPORT ORGANIZATION'S PURPOSE 500 THE SALVATION ARMY 440 W NYACK RD NEW YORK NY 10994 N/A PC TO SUPPORT ORGANIZATION'S PURPOSE 1500 2000 0 14 2947 14 11147 18 32201 0 46295 0 46295 0 0 0 0 0 0 0 0 0 0 EQUITIES 219910 436642 MIDCOAST MUSIC ACADEMY 0 235000 235000 NONTAXABLE ADJUSTMENT TO COST BASIS OF SECURITIES 6921