2025-11-13T09:31:37-06:00 2024-12-31 582487348 APRIO ADVISORY GROUP LLC 2002 SUMMIT BOULEVARD SUITE 120 ATLANTA GA 30319 990PF 2024-01-01 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 2025-11-13 1 0 SARAH F GARCIA CPA P01909081 4048929651 2025-11-13 2024 2025-03-06 01:10:19Z X 25751196 X 1987443 158051 158051 498688 498679 916386 5736630 916386 1328 1328 3561896 1574444 0 0 0 5775 5775 0 8920 3356 0 18501 18501 0 33196 27632 0 1570539 1570539 1603735 27632 1570539 1958161 1546812 132793 1061891 1061891 1477024 14901081 15764810 23333366 619229 1388934 1355939 17130127 18215635 25751196 0 0 X 17130127 18215635 17130127 18215635 17130127 18215635 17130127 1958161 0 19088288 872653 18215635 FIDELITY D 1700000 1700000 0 0 FIDELITY D 3990373 3120244 870129 870129 GOLUB CAPITAL PRIVATE CREDIT FUND P 353 353 353 GOLUB CAPITAL PRIVATE CREDIT FUND P 400 400 400 CAPITAL GAINS DIVIDENDS P 45504 45504 45504 916386 21501 0 21501 0 21501 10000 0 17000 0 27000 X 67 5432 5432 0 0 0 0 0 0 0 0 0 1 1 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 435 LAMBIANCE DRIVE UNIT M908 LONGBOAT KEY FL 34228 CO-PRESIDENT 1.00 0 0 0 LAUREN E WHITEHURST 435 LAMBIANCE DRIVE UNIT M908 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 435 LAMBIANCE DRIVE UNIT M908 LONGBOAT KEY FL 34228 VICE PRESIDENT 1.00 0 0 0 EMMA N WHITEHURST 435 LAMBIANCE DRIVE UNIT M908 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 21288822 788306 1118190 23195318 0 0 23195318 347930 22847388 1142369 1142369 21501 6343 27844 1114525 0 1114525 0 1114525 1570539 0 1570539 1114525 976560 0 0 1570539 976560 0 0 593979 0 0 0 0 0 0 0 0 520546 0 0 0 2020-10-13 JAMES M WHITEHURST LAUREN E WHITEHURST X OLIVIA STRINGHAM MASSACHUSETTS HALL CAMBRIDGE MA 02138 CASH CHARITABLE PURPOSES 16950 LF CHARITIES INC 548 MARKET ST PMB 57274 SAN FRANCISCO CA 94104 CASH CHARITABLE PURPOSES 100000 NEW YORK UNIVESITY 105 E 17TH STREET - 4TH FLOOR 411 NEW YORK NY 10003 CASH CHARITABLE PURPOSES 100000 SAVE THE CHILDREN FEDERATION 501 KINGS HWY E STE 400 FAIRFIELD CT 06825 CASH CHARITABLE PURPOSES 350000 THE CONSERVATION FUND 825 WAMER ST SW ATLANTA GA 30310 CASH CHARITABLE PURPOSES 1000000 HARVARD UNIVERSITY MASSACHUSETTS HALL CAMBRIDGE MA 02138 CASH CHARITABLE PURPOSES 3500 CAVU VENTURE PARTNERS IV LP 515 WEST 20TH STREET SUITE 4W NEW YORK NY 10011 CASH AND NONCASH CHARITABLE PURPOSES 89 1570539 0 14 158051 14 498688 01 1328 18 916386 0 1574453 0 1574453 0 0 0 0 0 0 0 0 0 0 X X 1 JAMES WHITEHURST AND LAUREN WHITEHU 435 LAMBIANCE DRIVE UNIT M908 LONGBOAT KEY FL 34228 1987443 X X 1 49170 SHARES OF VANGUARD DIVIDEND GROWTH VDIGX 1987443 2024-12-24 TAX PREP FEES 5750 5750 0 FILING FEES 25 25 0 FIDELITY 15764810 23333366 CAVU VENTURE PARTNERS IV LP AT COST 346639 346639 KLINE HILL PARTNERS OFFSHORE FEEDER FUND IV AT COST 509498 509498 GOLUB CAPITAL PRIVATE AT COST 532797 499802 COST BASIS ADJUSTMENT 872653 CAVU VENTURE PARTNERS IV 18401 18401 0 BANK FEES 100 100 0 CAVU VENTURES PARTNERS IV 1328 1328 1328 JAMES AND LAUREN WHITEHURST 435 LAMBIANCE DRIVE UNIT M908 LONGBOAT KEY FL 34228 FOREIGN TAXES 3356 3356 0 FEDERAL TAX PAYMENTS 5564 0 0