2024-08-22T12:54:26-05:00 2022-12-31 581433845 FRAZIER & DEETER LLC 1230 PEACHTREE STREET NE SUITE 1500 ATLANTA GA 30309 990PF 2022-01-01 582489470 THE CHEROKEE CADDY SCHOLARSHIP FOUNDATION INC CHER 7703932535 155 WEST PACES FERRY ROAD NW 100 ATLANTA GA 30305 TODD ROUNSAVILLE CHAIRMAN 7703932535 2024-08-22 1 1 JASON W NELSON P01426650 4042537500 2024-08-22 2022 2024-08-08 14:25:15Z X 642743 X 38040 13378 13378 -9859 230938 0 41559 13378 0 0 0 3231 3231 0 117 117 0 2592 2592 0 5940 5940 0 34000 34000 39940 5940 34000 1619 7438 22277 69871 69871 248214 221589 310100 223892 220785 211500 68916 55572 51272 563299 567817 642743 0 0 X 358901 361800 0 0 204398 206017 563299 567817 563299 567817 563299 1619 2899 567817 0 567817 CHARLES SCHWAB - SHORT TERM P 2022-12-31 79150 86627 -7477 -7477 CHARLES SCHWAB - LONG TERM P 2022-12-31 150927 154170 -3243 -3243 CAPITAL GAINS DIVIDENDS P 861 861 861 -9859 103 0 103 0 103 0 0 0 0 0 0 103 0 0 0 0 0 0 0 0 0 0 0 1 GA 1 0 0 0 0 1 N/A TODD ROUNSAVILLE 7703932535 8601 DUNWOODY PLACE BLDG 100 STE 100 ATLANTA GA 30350 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TODD ROUNSAVILLE 8601 DUNWOODY PLACE BLDG 100 STE 100 SANDY SPRINGS GA 30350 CHAIRMAN 2.00 0 0 0 MARK MONGELL 665 HIGHTOWER TRAIL ATLANTA GA 30305 VICE-PRESIDENT 2.00 0 0 0 ANDY BERG ONE BUCKHEAD PLAZA PEACHTREE STREET ATLANTA GA 30305 TREASURER 2.00 0 0 0 DAVID KESTERTON 3463 LANDEN PINE CT NE ATLANTA GA 30305 SECRETARY 2.00 0 0 0 CAREY BROWN 4474 PACES BATTLE ATLANTA GA 30327 DIRECTOR 2.00 0 0 0 VERNON O'NEAL 407 RIVERCLIFF POINT SE MARIETTA GA 30067 DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 THE FOUNDATION AWARDS SCHOLARSHIPS TO STUDENTS AT ACCREDITED COLLEGES OR UNIVERSITIES WHO HAVE PARTICIPATED IN THE CHEROKEE TOWN & COUNTRY CLUB'S CADDY PROGRAM FOR AT LEAST TWO YEARS. RECIPIENTS ARE SELECTED BASED ON SCHOLARLY APTITUDE, FINANCIAL NEED, AND APPROPRIATENESS OF HIS/HER COURSE OF STUDY. 34000 0 645761 46074 0 691835 0 0 691835 10378 681457 34073 34073 103 103 33970 0 33970 0 33970 34000 0 34000 33970 0 0 2828 956 1486 3960 9230 34000 0 0 0 33970 30 0 0 9260 0 0 0 0 0 0 2828 6432 956 1486 3960 30 2009-01-01 MARK MONGELL 665 HIGHTOWER TRAIL ATLANTA GA 30350 7709934401 APPLICANTS MAY SUBMIT THEIR REQUESTS FOR AID TO THE COMMITTEE OF THE TRUSTEES OF THE FOUNDATION BY COMPLETING THE APPLICATION FORM AND INCLUDING ALL THE REQUIRED ATTACHMENTS AS SET FORTH IN THE APPLICATION. NONE THERE IS AN ANNUAL AMOUNT SET BY THE TRUSTEES. JACK KERDASHA 8680 COLONY CLUB DR ALPHARETTA GA 30022 NONE SCHOLARSHIP 4500 ANDREW MCGRATH 4596 KETTERING DR ROSWELL GA 30075 NONE SCHOLARSHIP 2000 JACK HALLER 6617 ENCORE BLVD SANDY SPRINGS GA 30328 NONE SCHOLARSHIP 4500 TODD HAMBY 2475 ROCKY MOUNTAIN RD NE MARIETTA GA 30066 NONE SCHOLARSHIP 3500 JACOB CALAMARO 4415 RIVERCLUB PKWY JOHNS CREEK GA 30097 NONE SCHOLARSHIP 2000 HARRISON SMITH 129 MEADOW MILL RD WOODSTOCK GA 30188 NONE SCHOLARSHIP 2000 JAMES COLEMAN 6630 BUCKINGHAM PLACE CUMMING GA 30040 NONE SCHOLARSHIP 2000 MATTHEW SCHRECK 4186 CHADDS CROSSING MARIETTA GA 30062 NONE SCHOLARSHIP 4500 CHASE BAILEY 12 JEFFERSON HILL PLACE ATLANTA GA 30342 NONE SCHOLARSHIP 3500 KEVIN BURKE 3214 WOODLEAF CT MARIETTA GA 30062 NONE SCHOLARSHIP 3500 SCOTT HAMBLEN 3744 VIA SECCO LN SUWANEE GA 30024 NONE SCHOLARSHIP 2000 34000 0 14 13378 18 -9859 0 3519 0 3519 0 0 0 0 0 0 0 0 0 0 X X 1 JOHN DANCU 4450 HARRIS TRAIL NW ATLANTA GA 30327 20000 X CASH IS MAINTAINED TO MAKE SCHOLARSHIP GRANTS. US BOND 220785 211500 US STOCK 221589 310100 NON-US STOCK AT COST 55572 51272 FUNDRAISING EXPENSES 995 995 0 INSURANCE 1587 1587 0 BANK FEES 10 10 0 UNREALIZED GAIN/LOSS IN SECURITIES 2899 MANAGEMENT FEES 3231 3231 0 FOREIGN TAXES 117 117 0