2024-11-13T13:09:12-06:00 2023-12-31 582487348 APRIO ADVISORY GROUP LLC 2002 SUMMIT BOULEVARD SUITE 120 ATLANTA GA 30319 990PF 2023-01-01 853533466 WHITEHURST FAMILY FOUNDATION INC C/O FRANK WATERSON HOMRICH & BERG WHIT 4042641400 3550 LENOX RD NE 2700 ATLANTA GA 30326 FRANK WATERSON TREASURER 4042641400 2024-11-13 1 0 CHRISTOPHER B DAVIS CPA P00546438 4048929651 2024-11-13 2023 2024-10-15 13:58:12Z X 23403235 X 1308308 125611 74050 426577 424699 229632 4710065 229632 63 63 2090191 728444 0 0 0 5660 5660 0 3162 3162 0 16787 16787 0 25609 25609 0 843750 843750 869359 25609 843750 1220832 702835 1096202 132793 132793 1477024 7642 1477024 1477024 15261927 14901081 21174189 239702 619229 619229 16605473 17130127 23403235 0 0 X 16605473 17130127 16605473 17130127 16605473 17130127 16605473 1220832 0 17826305 696178 17130127 FIDELITY D 1365066 1364756 310 310 FIDELITY D 3327025 3115677 211348 211348 KLINE HILL PARTNERS OFFSHORE FEEDER FUND IV P 9066 9066 9066 CAPITAL GAINS DIVIDENDS P 8908 8908 8908 229632 9769 0 9769 0 9769 14205 0 0 0 14205 X 0 4436 4436 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 1 0 0 1 N/A FRANK WATERSON CO HOMRICH BERG 4042641400 3550 LENOX RD NE STE 2700 ATLANTA GA 30326 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES M WHITEHURST 415 L AMBIANCE DRIVE UNIT E507 LONGBOAT KEY FL 34228 CO-PRESIDENT 1.00 0 0 0 LAUREN E WHITEHURST 415 L AMBIANCE DRIVE UNIT E507 LONGBOAT KEY FL 34228 CO-PRESIDENT 1.00 0 0 0 FRANK WATERSON 3550 LENOX RD NE STE 2700 ATLANTA GA 30326 TREASURER 1.00 0 0 0 JOHN N WHITEHURST 415 L AMBIANCE DRIVE UNIT E507 LONGBOAT KEY FL 34228 VICE PRESIDENT 1.00 0 0 0 EMMA N WHITEHURST 415 L AMBIANCE DRIVE UNIT E507 LONGBOAT KEY FL 34228 VICE PRESIDENT 1.00 0 0 0 ZACHARY GRANT 2859 PACES FERRY ROAD SE STE 1140 ATLANTA GA 30339 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 19364041 213903 453870 20031814 0 0 20031814 300477 19731337 986567 986567 9769 9769 976798 0 976798 0 976798 843750 0 843750 976798 843512 0 0 843750 843512 0 0 238 0 0 0 0 0 0 0 0 976560 0 0 0 2020-10-13 JAMES M WHITEHURST LAUREN E WHITEHURST X SAVE THE CHILDREN FEDERATION 501 KINGS HWY E STE 400 FAIRFIELD CT 06825 CASH CHARITABLE PURPOSES 550000 NORTH CAROLINA COMMUNITY 200 W JONES ST RALEIGH NC 27603 CASH CHARITABLE PURPOSES 5000 HARVARD UNIVERSITY MASSACHUSETTS HALL CAMBRIDGE MA 02138 CASH CHARITABLE PURPOSES 3500 HARVARD UNIVERSITY MASSACHUSETTS HALL CAMBRIDGE MA 02138 CASH CHARITABLE PURPOSES 8250 LF CHARITIES INC 548 MARKET ST PMB 57274 SAN FRANCISCO CA 94104 CASH CHARITABLE PURPOSES 100000 JEWISH COMMUNITY 6505 WILSHIRE BLVD 1200 LOS ANGELES CA 90048 CASH CHARITABLE PURPOSES 10000 THE CONSERVATION FUND 825 WAMER ST SW ATLANTA GA 30310 CASH CHARITABLE PURPOSES 75000 WHITEHURST FAMILY CHARITABLE TRUST 3550 LENOX RD NE ATLANTA GA 30326 CASH CHARITABLE PURPOSES 92000 843750 0 14 125611 14 426577 01 63 18 229632 0 781883 0 781883 0 0 0 0 0 0 0 0 0 0 X X 1 JAMES WHITEHURST AND LAUREN WHITEHU 415 LAMBIANCE DRIVE UNIT E507 LONGBOAT KEY FL 34228 1308308 X X 1 4328 SHARE OF CANGUARD INDEX FDS CANGUARD TOTAL STK 956618 2023-09-15 1 300 SHARE OF VANGUARD SPECIALIZED FUND DIV APP 48372 2023-09-15 1 1315 SHARE OF VANGUARD INDEX FDS VANGUARD TOTAL STK 303318 2023-12-12 TAX PREP FEES 5635 5635 0 FILING FEES 25 25 0 FIDELITY 14901081 21174189 CAVU VENTURE PARTNERS IV LP AT COST 282251 282251 KLINE HILL PARTNERS OFFSHORE FEEDER FUND IV AT COST 336978 336978 COST BASIS ADJUSTMENT 696178 CAVU VENTURE PARTNERS IV 16787 16787 0 FEDERAL TAX REFUND 63 63 63 JAMES AND LAUREN WHITEHURST 415 LAMBIANCE DRIVE UNIT E507 LONGBOAT KEY FL 34228 FOREIGN TAXES 3162 3162 0