2025-11-12T12:45:30-08:00 2024-12-31 582085823 Bridges & Dunn-Rankin LLP 400 Galleria Parkway Suite 1050 Atlanta GA 30339 990PF 2024-01-01 205579678 EPPERSON FAMILY FOUNDATION UA DTD 9122006 EPPE 7705638888 2970 S PROSPECTOR CIRCLE GOLD CANYON AZ 85118 STANLEY R EPPERSON CEO 2025-11-12 true true KENNETH H BRIDGES P00117446 7705638888 2024 2025-03-06 01:10:19Z X X 3756484 X X 18840 15380 58984 58984 183203 615155 183203 56061 56061 317088 313628 5097 10656 10626 16 16 1765 265 652 18186 10907 0 225000 225000 243186 10907 225000 73902 302721 74514 93059 93059 56830 56830 59784 973495 1051365 2086792 472400 560097 566349 749237 639027 950500 2326476 2400378 3756484 0 X 2326476 2400378 2326476 2400378 2326476 2400378 2326476 73902 2400378 2400378 SCHWAB #4697 ST COVERED P 2024-01-01 2024-12-31 134386 135016 -630 -630 SCHWAB #4697 LT COVERED P 2020-01-01 2024-12-31 269392 198361 71031 71031 SCHWAB #4343 LT COVERED P 2020-01-01 2024-12-31 50000 48860 1140 1140 LTCG FROM K-1'S P 2020-01-01 2024-12-31 13341 13341 13341 STCG FROM K-1'S P 2024-01-01 2024-12-31 12 12 12 CAPITAL GAIN DISTRIB. - MUTUAL FUNDS P 2020-01-01 2024-12-31 2506 2506 2506 VANGUARD DIVIDEND GROWTH FUND P 2020-01-01 2024-12-31 145518 49715 95803 95803 183203 4208 4208 4208 2540 2540 X 7 1675 0 false false false false false false false true true GA true false false false false true N/A BRIDGES & DUNN-RANKIN LLP 7705638888 400 GALLERIA PARKWAY SUITE 1050 ATLANTA GA 30339 false false false false false false false false false false false false false false false false false false false false false false STANLEY R EPPERSON PO BOX 3000-314 EDWARDS CO 81632 CEO 0.00 0 NONE NONE 2692368 38287 957563 3688218 0 3688218 55323 3632895 181645 181645 4208 4208 177437 177437 177437 225000 225000 177437 53829 52446 62443 168718 225000 0 177437 47563 216281 0 216281 53829 52446 62443 47563 X SISTERS OF ST BENEDICT 802 E 10TH STREET FERDINAND IN 47532 N/A PC TO SUPPORT THE ORGANIZATION IN ITS MISSION OF SEEKING GOD THROUGH 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ORGANIZATION'S MISSION TO OFFER RESOURCES AND COMPASSIONATE CARE FOR THOSE FACING PLANNED OR UNPLANNED PREGNANCIES. 10000 CHOICES PREGNANCY CENTER 10555 N 58TH DRIVE GLENDALE AZ 85302 N/A PC TO SUPPORT THE ORGANIZATION'S MISSION OF PROVIDING A NO PRESSURE, NO JUDGEMENT ENVIRONMENT WHERE A WOMAN CAN SAFELY CONSIDER HER OPTIONS. 5000 225000 14 18840 14 58984 18 183203 GOLUB CAPITAL PRTRS INTL 14 LP 14 28328 GSO COCA II C FINANCE LP 14 23 KAYNE SENIOR CREDIT III 14 16257 PATHLIGHT CAPITAL OFFSHORE FND 14 11453 317088 317088 false false false false false false false false false false ACCOUNTING FEES 5097 0 0 0 MERCK & CO 48726 50429 JP MORGAN CHASE & CO 48189 50107 JOHN DEERE CAPITAL CORPORATION 47520 48828 TARGET CORP 46234 48013 PROGRESSIVE CORP 46594 48509 PEPSICO INC 48318 49295 CITIGROUP INC 47197 49243 BANK OF NEW YORK MELLON CORP 34925 35311 PUBLIC STORAGE 46600 47428 HONEYWELL INTERNATIONAL INC 45256 46329 UNITEDHEALTH GROUP INC 35718 35601 GOLDMAN SACHS GROUP INC 29068 28431 US BANCORP 35752 35732 SCHWAB VALUE ADVANTAGE MM FUND 71690 71690 DFA US CORE EQUITY 198086 347963 GOLDMAN SACHS GQG PARTNERS 28880 31056 CMO US QUALITY ETF 129914 131780 ISHARES S&P 500 GROWTH 89162 251794 JP MORGAN ULTRA SHORT 34844 64020 VANGUARD DIVIDEND APPRECIATION ETF 129234 294137 VANGUARD TOTAL STOCK MARKET 284513 840159 VANGUARD TOTAL INTL STOCK INDEX 85042 82856 56830 59784 CLIFFWATER CORPORATE AT COST 167061 169309 GOLUB CAPITAL PARTNERS INTERNATIONAL 9 AT COST 55260 277745 GOLUB CAPITAL PARTNERS INTERNATIONAL 14 AT COST 229737 8158 GSO CREDIT ALPHA FEEDER FUND II-C AT COST 47685 47685 GSO CREDIT ALPHA FEEDER FUND II AT COST 14867 34090 KAYNE SR CREDIT FUND III OFFSHORE FUND AT COST 32442 108481 PATHLIGHT CAPITAL OFFSHORE FUND AT COST 3302 50127 PEACHTREE ALTERNATIVE STRATEGIES AT COST 205797 254905 CONTRACT LABOR 652 GOLUB CAPITAL PRTRS INTL 14 LP 28328 28328 GSO COCA II C FINANCE LP 23 23 KAYNE SENIOR CREDIT III 16257 16257 PATHLIGHT CAPITAL OFFSHORE FND 11453 11453 INVESTMENT MANAGEMENT FEES 10626 10626 0 0 REGISTRATION FEES 30 0 0 0 EXCISE TAX 1500 FOREIGN TAXES PAID 265 265