2024-05-14T15:13:43-05:00 2023-12-31 SMITH & HOWARD ADVISORY LLC 271 17TH STREET NW SUITE 1600 ATLANTA GA 30363 990PF 2023-01-01 205756777 THE KLUMP FAMILY FOUNDATION INC % MICHAEL KLUMP KLUM 4043642984 3060 Peachtree Rd NW Suite 425 ATLANTA GA 30305 MICHAEL KLUMP officer 4043642984 2024-05-15 true MICHAEL KLUMP XXX-XX-XXXX true TIM F AGNEW P00179785 4048746244 2024-05-15 2 2023 2023-04-26 12:10:37Z X X 24754263 X 2575422 686591 686591 55458 55458 3564701 20049171 3685012 6882172 4371603 0 138337 80478 138337 80478 0 1618750 1618750 1757087 80478 1618750 5125085 4291125 249553 205529 205529 16741945 21101729 23308567 1240167 1240167 1240167 1240167 18231665 22547425 24754263 4290 0 4290 0 X 18227375 22547425 18227375 22547425 18231665 22547425 18227375 5125085 23352460 805035 22547425 UBS 2789 SHORT TERM 2023-12-31 354307 434661 -79826 -80354 UBS 3497 SHORT TERM 2023-12-31 71947 74121 -2174 -2174 UBS 9048 SHORT TERM 2023-12-31 44911 49178 -4267 -4267 UBS 9064 SHORT TERM 2023-12-31 99619 108966 -9347 -9347 UBS 0758 SHORT TERM 2023-12-31 4974888 4972998 1890 1890 UBS 2789 LONG TERM 2023-12-31 4614277 2622558 1993558 1991719 UBS 3497 LONG TERM 2023-12-31 695657 505320 191534 190337 UBS 9048 LONG TERM 2023-12-31 101207 149623 -48416 -48416 UBS 9064 LONG TERM 2023-12-31 1361444 1351582 9862 9862 UBS OTHER SHORT TERM TOTAL 2023-12-31 520939 471301 49638 49638 UBS OTHER LONG TERM TOTAL 2023-12-31 6902080 5291494 1610586 1610586 LDR PREFERRED INCOME FUND, LLC 2023-12-31 342591 335921 6670 6670 3685012 59647 59647 59647 30925 0 30925 28722 false false false false false false false true true GA true false false false false true N/A MICHAEL KLUMP 4043642984 3060 PEACHTREE RD SUITE 425 ATLANTA GA 30305 false false false false false false false false false false false false false false false false false false false false false false false MICHAEL KLUMP 3060 Peachtree Rd NW 3060 Peachtree Rd NW 425 ATLANTA GA 30305 TRUSTEE, PRESIDENT 0 0 0 0 21417138 275364 0 21692502 0 21692502 325388 21367114 1068356 1068356 59647 59647 1008709 1008709 1008709 1618750 0 0 0 0 1618750 1008709 0 2021 2020 2019 0 162818 31481 942795 895391 796985 2829470 1618750 0 1008709 610041 3439511 0 0 0 0 162818 3276693 31481 942795 895391 796985 610041 MICHAEL KLUMP NA MICHAEL KLUMP ONE BUCKHEAD PLAZA ATLANTA GA 30305 4043642984 N/A N/A N/A CHILDRENS HEALTHCARE OF ATLANTA 1405 CLIFTON RD ATLANTA GA 30308 501(C)(3) GENERAL 1000000 UNIVERSITY OF COLORADO 2055 Regent Dr BOULDER CO 80305 501(C)(3) GENERAL 75000 SKYLAND TRAIL 1961 N DRUID HILLS RD NE ATLANTA GA 30329 501(C)(3) GENERAL 50000 WASHINGTON UNIVERSITY ONE BROOKINGS DRIVE ST LOUIS MO 63130 501(C)(3) GENERAL 112500 SPECIAL FORCES SCHOLARSHIP FUND PO BOX 1509 FAYETTEVILLE NC 28302 501(C)(3) GENERAL 37500 THE UNIT FOUNDATION PO BOX 1281 VASS NC 28394 501(c)(3) GENERAL 93750 ASPEN JUNIOR GOLF FOUNDATION INC 4 TRUSCOTT PL ASPEN CO 81611 501(C)(3) GENERAL 10000 Daughters Against ALZ 3215 Wood Valley Road NW ATLANTA GA 30327 501(C)(3) GENERAL 25000 Palmer Land Conservancy PO Box 1281 colorado springs CO 80901 501(C)(3) GENERAL 10000 SANTA CLARA UNIVERSITY 500 EI Camino Real Santa Clara CA 95053 501(C)(3) GENERAL 75000 INTERNATIONAL MEDICAL CORPS 12400 Wilshire Blvd Suite 1500 Los Angeles CA 90025 501(C)(3) GENERAL 20000 UNIVERSITY OF CHICAGO MEDICINE 5841 S Maryland Ave Chicago IL 60637 501(C)(3) GENERAL 100000 MAKE-A-WISH GEORGIA 1775 The Exchange SE Suite 200 ATLANTA GA 30339 501(C)(3) GENERAL 10000 1618750 686591 14 55458 16 3564701 18 4306750 4306750 false false false false false false false false false false X X 1 MICHAEL KLUMP 3060 PEACHTREE RD SUITE 400 ATLANTA GA 30305 2575422 X 1 VARIOUS MARKETABLE SECURITES (DETAIL AVAILALBE UPON REQUEST) 2575422 2024-05-25 BROKERAGE ACCOUNTS AT COST 21101729 23308567 MANAGEMENT FEES 58653 58653 ACCOUNTING FEES 15000 15000 TAXES & LICENSES 61654 3854 INSURANCE EXPENSE 59 0 PORTFOLIO DEDUCTIONS - K-1 2971 2971 UBS CREDIT CARD 4290 0 TAXES