2020-11-13T12:12:01-06:00 2019-12-31 831810714 BRUCE A MARQUESS LLC 3010 LBJ FREEWAY SUITE 550 DALLAS TX 75234 990PF 2019-01-01 752736902 AMICAL FOUNDATION AMIC 2149148888 5604 SHUBERT COURT DALLAS TX 75252 JUDITH LYNN SULLIVAN PRESIDENT 2149148888 2020-11-13 1 BRUCE A MARQUESS P00542104 9727884884 76.213.77.193 2020-11-13 11:57:22 CS P AC2396A1E406E659F5D7AC5989D3B4542FDB8062 1595A359946F7B453BDE2363FE53179F12B99A33 2019 2021-04-22 16:20:28Z X 406910 X 251085 692 692 3775 3775 4356 4356 4356 259908 8823 0 2000 0 0 0 1632 0 0 0 105 0 0 0 56 0 0 0 3793 0 0 0 6000 6000 9793 0 0 6000 250115 8823 0 4 4 5494 251063 251063 79113 79108 91417 6605 6605 10740 43320 47867 53686 134532 384647 406910 0 0 X 0 0 0 0 134532 384647 134532 384647 134532 384647 134532 250115 0 384647 0 384647 MORGAN STANLEY CAP GAIN DISTRIBUTIONS P 4356 4356 4356 4356 0 7425 140476 0.052856 7940 145263 0.054659 6650 136731 0.048636 7204 137031 0.052572 1000 137928 0.007250 0.215973 0.043195 266712 11521 88 11609 6000 176 0 176 0 176 0 0 0 0 0 176 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A JUDITH SULLIVAN 2149148888 5604 SHUBERT COURT DALLAS TX 75252 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JUDITH LYNN SULLIVAN 5604 SHUBERT COURT DALLAS TX 75252 DIRECTOR 2.00 0 0 0 DAVID DENISON 724 EAST ORCHARD TRAVERSE CITY MI 79684 DIRECTOR 0.00 0 0 0 JODY LUOMA BENNETT 600 COTTAGEVIEW DR 433 TRAVERSE CITY MI 49684 DIRECTOR 5.00 2000 0 0 DONALD J PHILLIPS II 1942 NORTH FREMONT CHICAGO IL 60614 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 N/A 0 0 142495 128279 0 270774 0 0 270774 4062 266712 13336 13336 176 176 13160 0 13160 0 13160 6000 0 6000 0 6000 13160 0 0 397 797 611 1805 6000 0 0 0 6000 0 1805 1805 0 0 0 0 0 5355 0 0 0 JUDITH LYNN SULLIVAN X UNIVERSITY OF MICHIGAN 500 S STATE ST ANN ARBOR MI 48109 SCHOLARSHIP 2000 NORTHERN MICHIGAN UNIVERSITY 1401 PRESQUE ISLE AVE MARQUETTE MI 49855 SCHOLARSHIP 2000 NORTHWESTERN MICHIGAN COLLEGE 1701 E FRONT ST TRAVERSE CITY MI 49686 SCHOLARSHIP 2000 6000 0 14 692 14 3775 14 4356 0 8823 0 8823 0 0 0 0 0 0 0 0 0 0 X X 1 DON PHILLIPS 5604 SHUBERT COURT DALLAS TX 75252 250000 X ACCOUNTING 1632 0 0 0 CORPORATE BONDS 6605 10740 COMMON STOCK 79108 91417 MUTUAL FUNDS FMV 28499 40246 EXCHANGE TRADED & CLOSED END FUNDS FMV 19368 13440 CHECK REORDER FEE 56 0 0 0 TAXES 105 0 0 0