| Year | Client | Period | Income | Expenses | Doc |
|---|---|---|---|---|---|
| 2026 | NWF ACTION FUND |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$30,000 | — | |
| 2026 | NWF ACTION FUND |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
$30,000 | — | |
| 2025 | NWF ACTION FUND |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
$30,000 | — | |
| 2025 | PLANT BASED FOODS ASSOCIATION |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Termination |
$21,000 | — | |
| 2025 | CERES |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Termination (No Activity) |
— | — | |
| 2025 | MERIDIAN IMPLEMENTATION FUND |
3rd Quarter (July 1 - Sep 30) AMENDED |
— | — | |
| 2025 | NWF ACTION FUND |
3rd Quarter (July 1 - Sep 30) AMENDED |
$30,000 | — | |
| 2025 | PLANT BASED FOODS ASSOCIATION |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
$21,000 | — | |
| 2025 | CERES |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
$15,000 | — | |
| 2025 | NWF ACTION FUND |
3rd Quarter (July 1 - Sep 30) Registration |
— | — |
| Client | Filings | Total Income |
|---|---|---|
| PLANT BASED FOODS ASSOCIATION | 13 | $249,000 |
| CERES | 13 | $105,000 |
| MERIDIAN IMPLEMENTATION FUND | 12 | $290,000 |
| NWF ACTION FUND | 5 | $120,000 |
| Name | Disclosed Prior Position |
|---|---|
| BEVERLY PAUL |