2026-05-29T10:42:12-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 225 S 6TH ST 2300 MINNEAPOLIS MN 55402 990PF 2025-01-01 205941634 DARREN AND TERRY JACKSON FOUNDATION INC DARR 9522104726 12483 COLLIERS RESERVE DR NAPLES FL 34110 DARREN JACKSON PRESIDENT 9522104726 2026-05-12 1 STEVEN CRONK P01288895 6128764500 2026-05-08 2025 2025-03-06 01:10:19Z X X 10679336 X 249696 125928 125928 211386 3047359 211386 587010 337314 0 0 0 350 0 350 5984 2992 2992 87296 87296 0 11482 2730 0 650 0 650 105762 93018 3992 135000 135000 240762 93018 138992 346248 244296 777626 567302 567302 6471025 6990019 8808602 1174839 1303097 1303097 340 335 335 8423830 8860753 10679336 0 0 X 890989 890989 0 0 7532841 7969764 8423830 8860753 8423830 8860753 8423830 346248 128317 8898395 37642 8860753 PUBLIC TRADED SECURITIES P 2841399 2835973 5426 5426 CAPITAL GAINS DIVIDENDS P 205960 205960 205960 211386 3396 0 3396 0 3396 4800 0 0 0 4800 5 1399 1399 0 0 0 0 0 0 0 0 0 0 0 1 1 MN WI 1 0 0 0 0 1 N/A DARREN JACKSON 9522104726 12483 COLLIERS RESERVE DR NAPLES FL 34110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DARREN R JACKSON 12483 COLLIERS RESERVE DR NAPLES FL 34110 PRESIDENT 1.00 0 0 0 THERESA A JACKSON 12483 COLLIERS RESERVE DR NAPLES FL 34110 TREASURER 0.50 0 0 0 RYAN D JACKSON 12483 COLLIERS RESERVE DR NAPLES FL 34110 DIRECTOR 1.00 0 0 0 BRIDGET C JACKSON 12483 COLLIERS RESERVE DR NAPLES FL 34110 DIRECTOR 1.00 0 0 0 NONE 0 MORGAN STANLEY 380 SAINT PETER ST SUITE 1000 ST PAUL MN 55102 INVESTMENT MANAGEMENT FEES 87296 0 0 9278506 576178 0 9854684 0 0 9854684 147820 9706864 485343 485343 3396 3396 481947 0 481947 0 481947 138992 0 138992 481947 0 0 1197772 344911 38859 1581542 138992 0 0 0 138992 0 342955 342955 1238587 0 0 0 0 0 0 854817 383770 344911 38859 DARREN R JACKSON THERESA A JACKSON X ACTS COMMUNITY DEVELOPMENT CORPORATION 270 E KILBOURN AVE 5TH FLOOR MILWAUKEE WI 53202 N/A PC UNRESTRICTED CHARITABLE GIFT 10000 AFS-USA INC 120 WALL ST 4TH FL NEW YORK NY 10005 N/A PC UNRESTRICTED CHARITABLE GIFT 1000 CATHOLIC COMMUNITY FOUNDATION OF MINNESOTA 2610 UNIVERSITY AVE W SUITE 500 SAINT PAUL MN 55114 N/A PC UNRESTRICTED CHARITABLE GIFT 10000 DOMINICAN SISTERS OF ST CECILIA 801 DOMINICAN DRIVE NASHVILLE TN 37228 N/A PC UNRESTRICTED CHARITABLE GIFT 3000 FEED MY STARVING CHILDREN 401 93RD AVENUE NW COON RAPIDS MN 55433 N/A PC UNRESTRICTED CHARITABLE GIFT 2000 FRIENDS OF CHIMBOTE PO BOX 717 FARGO ND 58078 N/A PC UNRESTRICTED CHARITABLE GIFT 2000 GRAND RAPIDS DOMINICAN SISTERS FOUNDATION 2025 FULTON ST EAST GRAND RAPIDS MI 495033895 N/A PC UNRESTRICTED CHARITABLE GIFT 2000 HOPE STREET MINISTRIES INC 2522 W CAPITOL DR MILWAUKEE WI 53206 N/A PC UNRESTRICTED CHARITABLE GIFT 1000 KINSHIP MKE INC DBA KINSHIP COMMUNITY FOOD CENTER 2610 N DOCTOR MLK JR DR MILWAUKEE WI 53212 N/A PC UNRESTRICTED CHARITABLE GIFT 2500 LITTLE SISTERS OF THE POOR 330 EXCHANGE STREET SOUTH SAINT PAUL MN 551022397 N/A PC UNRESTRICTED CHARITABLE GIFT 5000 LONE ROCK FOUNDATION 64797 US HIGHWAY 285 BAILEY CO 80421 N/A PC UNRESTRICTED CHARITABLE GIFT 25000 MILWAUKEE ACADEMY OF SCIENCE SCHOOL 2000 W KILBOURN AVE MILWAUKEE WI 53233 N/A PC UNRESTRICTED CHARITABLE GIFT 15000 NEIGHBORHOOD HOUSE OF MILWAUKEE INC 2819 W RICHARDSON PLACE MILWAUKEE WI 53208 N/A PC UNRESTRICTED CHARITABLE GIFT 2000 NPH USA 20 N WACKER DR SUITE 4000 CHICAGO IL 60606 N/A PC UNRESTRICTED CHARITABLE GIFT 1000 OUR LADY OF PEACE 2076 ST ANTHONY AVENUE SAINT PAUL MN 55104 N/A PC UNRESTRICTED CHARITABLE GIFT 20000 PEARLS FOR TEEN GIRLS 1300 N 7TH ST MILWAUKEE WI 53205 N/A PC UNRESTRICTED CHARITABLE GIFT 5000 SECOND HARVEST HEARTLAND 7101 WINNETKA AVE N BROOKLYN PARK MN 55428 N/A PC UNRESTRICTED CHARITABLE GIFT 2000 ST ANTHONY CATHOLIC CHURCH 1727 S 9TH ST MILWAUKEE WI 53204 N/A PC UNRESTRICTED CHARITABLE GIFT 4500 ST MARCUS SCHOOL 2215 N PALMER ST MILWAUKEE WI 53212 N/A PC UNRESTRICTED CHARITABLE GIFT 5000 TG-TYPE 1 DIEBETTES BREAK THROUGH ASSOCIATION LOS ANGELES 800 W 6TH ST SUITE 450 LOS ANGELES CA 90017 N/A PC UNRESTRICTED CHARITABLE GIFT 5000 UNITED COMMUNITY CENTER 1028 S 9TH ST MILWAUKEE WI 53204 N/A PC UNRESTRICTED CHARITABLE GIFT 10000 YOUNG MEN'S CHRISTIAN ASSOCIATION OF THE NORTH PO BOX 1450 MINNEAPOLIS MN 55485 N/A PC UNRESTRICTED CHARITABLE GIFT 2000 135000 0 14 125928 18 211386 0 337314 0 337314 0 0 0 0 0 0 0 0 0 0 X X 1 DARREN R JACKSON 12483 COLLIERS RESERVE DR NAPLES FL 34110 249696 X 1 PUBLICLY TRADED SECURITIES 249696 2025-12-29 TAX PREPARATION FEES 5984 2992 2992 MORGAN STANLEY (4691) 3419581 4788355 MORGAN STANLEY MUTUAL FUNDS (4691) 3482081 4019690 MORGAN STANLEY (4690) 88357 557 LIFE INSURANCE FMV 1303097 1303097 LEGAL FEES 350 0 350 DIVIDENDS RECEIVABLE 32 27 27 OTHER RECEIVABLES 308 308 308 UNREALIZED GAIN ON DONATED STOCK 37642 BANK FEES 650 0 650 UNREALIZED CHANGE IN FMV OF LIFE INSURANCE 128258 BROKER ADJUSTMENTS TO BASIS 59 INVESTMENT MANAGEMENT FEES 87296 87296 0 FOREIGN TAX 2730 2730 0 EXCISE TAX 8752 0 0