2024-05-14T12:35:10-07:00 2023-06-30 824318613 BGTMS LLC 5970 Fairview Road Suite 705 Charlotte NC 28210 990PF 2022-07-01 561982360 SYLA FOUNDATION SYLA 9807010935 5970 FAIRVIEW ROAD 705 CHARLOTTE NC 28210 Janice K Story Chairman 2024-05-14 true Janice K Story 999009999 true Craig DeLucia P00738885 7049548813 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X X 48310776 X 378908 284899 284899 910461 910461 -9821 20140964 20814 20814 1585261 1216174 16458 8229 8229 8798 4774 4024 200926 82500 118426 25779 32 16 16 251993 95519 130695 2086242 2086242 2338235 95519 2216937 -752974 1120655 25946 12129 12129 3166634 4312271 4307853 37643 5237629 5549285 10403804 8513942 7852036 34721943 29201888 30589473 4033 4033 48355970 47277859 48310776 0 X 48355970 47277859 48355970 47277859 48355970 47277859 48355970 -752974 47602996 325137 47277859 1892 PIMCO Low Duration Income A P 2022-01-01 2022-11-29 15001 15505 -504 -504 Wells Fargo - 5687 LT P 2021-01-01 2023-01-01 2961460 3064411 -102951 -102951 Pershing - 9187 P 2022-05-13 2022-08-08 3531969 3542812 -10843 -10843 2551 LOWES CO, INC P 2021-01-01 2022-11-16 554830 4097 550733 550733 Pershing - 7162 ST P 2022-01-01 2022-06-01 3900122 4001731 -101609 -101609 Pershing - 7162 LT P 2021-01-01 2023-01-01 2352076 2413208 -61132 -61132 Pershing - 3228 ST P 2022-07-01 2023-01-01 6825506 7109021 -283515 -283515 -9821 -396471 15577 15577 15577 21122 10000 31122 X 15545 15545 false false false false false false false true true NC true false false false true true N/A Broward Grove LLC 9807010935 5970 Fairview Road Suite 705 Charlotte NC 28210 false false false false true false false false false false false false false false false false false false false false false false JANICE K STORY 5970 Fairview Road Suite 705 Charlotte NC 28210 Chairman 2.00 0 CHRISTINA E STORY 5970 Fairview Road Suite 705 Charlotte NC 28210 President 0.50 0 THOMAS E STORY IV 5970 Fairview Road Suite 705 Charlotte NC 28210 President 0.50 0 Lauren M Story 5970 Fairview Road Suite 705 Charlotte NC 28210 Secretary 0.50 0 Lukas Sigmund 5970 Fairview Road Suite 705 Charlotte NC 28210 Treasurer 0.50 0 NONE Balentine 3344 Peachtree Road Suite 2200 Atlanta GA 30326 Investment Advisor 82500 Broward Grove LLC 5970 Fairview Road Suite 705 Charlotte NC 28210 Professional Services 113217 41574008 3843483 2746550 48164041 0 48164041 722461 47441580 2372079 2372079 15577 15577 2356502 2356502 2356502 2216937 2216937 2356502 2149820 2216937 2149820 0 67117 2289385 JANICE K STORY Grants 5970 Fairview Road Suite 705 Charlotte NC 28210 9807010047 info@sylafoundation.org Applications are accepted electronically by invitation only. March 15 Final Applications are by invitation only. Please email info@sylafoundation.org for foundation guidelines. SEE ATTACHMENT 5970 FAIRVIEW ROAD SUITE 705 CHARLOTTE NC 28210 PC VARIOUS 2086242 2086242 14 284899 14 910461 20814 18 -9821 1206353 1206353 false false false false false false false false false false X X 1 JANICE KULYNYCH STORY PO BOX 981750 PARK CITY UT 84098 326912 X 2 KULYNYCH 2012 EDUCATION TRUST 5970 FAIRVIEW ROAD SUITE 705 CHARLOTTE NC 28210 51996 X 1 1,600 SHS LOWES COMPANIES 326912 2022-11-10 8798 4774 0 4024 CORPORATE BONDS 8513942 7852036 CORPORATE STOCK 5237629 5549285 MUTUAL FUNDS* AT COST 5951424 5514873 EXCHANGE TRADED FUNDS* AT COST 20669747 22101677 ADAMS STREET INNOV FUND IV AT COST 273608 283981 ADAMS STREET LEADERS 2020 LP AT COST 82493 82655 AMG PANTHEON AT COST 500025 576672 FLAGSHIP HEALTHCARE TRUST AT COST 500000 576923 MONROE CREDIT FUND IV LP AT COST 625983 647284 YT PANORAMIC LLC AT COST 304519 496573 Cordillera III AT COST 232731 260676 Harbert VIII AT COST 61358 48159 Furniture and Fixtures 4033 4033 16458 8229 0 8229 ADJUSTMENT TO BASIS - CONTRIBUTED STOCK 325137 MISCELLANEOUS 32 16 16 Other Investment Income 20814 20814 Balentine 82500 82500 0 0 Broward Grove 112226 0 0 112226 Other 6200 0 0 6200 FEDERAL EXCISE TAX 12000 Federal Taxes Withheld 13779