2025-12-12T15:31:37-06:00 2025-07-31 581686745 ROSS LANE & COMPANY LLC 9040 ROSWELL RD STE 450 ATLANTA GA 30350 990PF 2024-08-01 582140070 THE RODERICK S FLOSSIE R& HELEN M GALLOWAY FOUNDATION RODE 7708048044 9040 ROSWELL RD 450 SANDY SPRINGS GA 30350 MARK G WEINSTEIN PRESIDENT 7708048044 2025-12-12 1 0 JONATHAN L AMBERY P01424599 7708048044 2025-12-12 2024 2025-03-06 01:10:19Z X 9226537 X X 59772 59772 192581 192581 79773 1682612 79773 332126 332126 150000 100001 49999 175 117 58 10500 7000 3500 91 61 30 1547 1547 0 11823 7998 3825 46903 45207 1696 221039 161931 59108 379000 379000 600039 161931 438108 -267913 170195 403297 319360 319360 7222791 7033189 8893387 15595 13790 13790 7641683 7366339 9226537 0 0 X 0 0 0 0 7641683 7366339 7641683 7366339 7641683 7366339 7641683 -267913 0 7373770 7431 7366339 JP MORGAN P 994479 974235 20244 20244 JP MORGAN P 688133 628604 59529 59529 79773 2366 0 2366 0 2366 0 0 0 0 0 124 2490 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 0 0 0 1 N/A MARK WEINSTEIN 7708048044 9040 ROSWELL RD SUITE 450 SANDY SPRINGS GA 30350 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARK G WEINSTEIN 9040 ROSWELL RD SUITE 450 ATLANTA GA 30350 TRUSTEE 10.00 75000 0 0 JAMES H MOBLEY JR 9040 ROSWELL RD SUITE 450 ATLANTA GA 30350 TRUSTEE 5.00 37500 0 0 RICHARD M AMBERY 9040 ROSWELL RD SUITE 450 ATLANTA GA 30350 TRUSTEE 5.00 37500 0 0 NONE 0 NONE 0 0 8818617 370894 0 9189511 0 0 9189511 137843 9051668 452583 452583 2366 2366 450217 0 450217 0 450217 438108 0 438108 450217 351609 0 0 438108 351609 0 0 86499 0 0 0 0 0 0 0 0 363718 0 0 0 X AFRICAN PEOPLE AND WILDLIFE PO BOX 624 BERNARDSVILLE NJ 07924 CHARITABLE CONTRIBUTION 5000 AMERICAN FRIENDS OF MAGEN DAVID ADOM 4371 NORTHLAKE BLVD 361 PALM BEACH FL 33410 CHARITABLE CONTRIBUTION 10000 ATLANTA COMMUNITY FOOD BANK 3400 NORTH DESERT DRIVE ATLANTA GA 30344 CHARITABLE CONTRIBUTION 5000 ATLANTA HABITAT FOR HUMANITY (ATLANTA WOMEN'S BUILD) 824 MEMORIAL DRIVE SE ATLANTA GA 303161232 CHARITABLE CONTRIBUTION 2000 ATLANTA MISSION PO BOX 20017 ATLANTA GA 30325 CHARITABLE CONTRIBUTION 2000 AWARE 4158 KLONDIKE RD STONECREST GA 30038 CHARITABLE CONTRIBUTION 1000 BACKPACK BUDDIES OF METRO ATLANTA 2458 JETT FERRY RD SUITE 350 DUNWOODY GA 30338 CHARITABLE CONTRIBUTION 3000 BEN MASSELL DENTAL CLINIC 700 14TH STREET NW ATLANTA GA 30318 CHARITABLE CONTRIBUTION 1000 BOYS & GIRLS CLUB OF NORTH CENTRAL GEORGIA PO BOX 767 MADISON GA 30650 CHARITABLE CONTRIBUTION 2000 CAMP SUNSHINE 1850 CLAIRMONT RD DECATUR GA 30033 CHARITABLE CONTRIBUTION 1000 CAMP TWIN LAKES 1100 SPRING ST NW STE 260 ATLANTA GA 30309 CHARITABLE CONTRIBUTION 1000 CANINE ASSISTANTS INC 3160 FRANCIS ROAD MILTON GA 30004 CHARITABLE CONTRIBUTION 5000 CANINE PERFORMANCE SCIENCES 104 GREENE HALL AUBURN AL 36849 CHARITABLE CONTRIBUTION 2000 CHILDREN'S HEALTHCARE OF ATLANTA FDN 1575 NORTHEAST EXPRESSWAY ATLANTA GA 30329 CHARITABLE CONTRIBUTION 20000 COMMUNITY ASSISTANCE CENTER PO BOX 501298 ATLANTA GA 31150 CHARITABLE CONTRIBUTION 4000 COOL GIRLS 315 W PONCE DE LEON AVE STE 800 DECATUR GA 30030 CHARITABLE CONTRIBUTION 1000 CREATING CONNECTED COMMUNITIES PO BOX 500247 ATLANTA GA 31150 CHARITABLE CONTRIBUTION 2000 CROHN'S & COLITIS FOUNDATION OF AMERICA GA CHAPTER 2751 BUFORD HIGHWAY STE 780 ATLANTA GA 30324 CHARITABLE CONTRIBUTION 4000 CUMBERLAND ACADEMY OF GEORGIA 650-A MT VERNON HWY NE ATLANTA GA 30328 CHARITABLE CONTRIBUTION 1000 EMORY AUTISM CENTER 1762 CLIFTON RD NE SUITE 2400 ATLANTA GA 303224001 CHARITABLE CONTRIBUTION 1000 EMORY WINSHIP CANCER INSTITUTE 1762 CLIFTON RD NE SUITE 1400 ATLANTA GA 303224001 CHARITABLE CONTRIBUTION 2000 FAITH PO BOX 1964 CLAYTON GA 30525 CHARITABLE CONTRIBUTION 1000 FIRST TEE - ATHENS 196 ALPS ROAD STE 2 310 ATHENS GA 30606 CHARITABLE CONTRIBUTION 1000 FISHER HOUSE FEDERATION 1 FREEDOM WAY AUGUSTA GA 30904 CHARITABLE CONTRIBUTION 5000 FOCUS FRAGILE KIDS 3825 PRESIDENTIAL PKWY STE 103 ATLANTA GA 30340 CHARITABLE CONTRIBUTION 7000 FOCUSED COMMUNITY STRATEGIES PO BOX 17628 ATLANTA GA 30316 CHARITABLE CONTRIBUTION 1000 GEORGIA EYE BANK INC 5605 GLENRIDGE DR NE STE 250 ATLANTA GA 30342 CHARITABLE CONTRIBUTION 1000 GOIZUTEA ALZHEIMER'S DISEASE RESEARCH CENTER 1762 CLIFTON RD NE ATLANTA GA 30322 CHARITABLE CONTRIBUTION 5000 INDIANA UNIVERSITY SCHOOL OF MEDICINE PO BOX 7072 INDIANAPOLIS IN 46207 CHARITABLE CONTRIBUTION 9000 IOWA STATE UNIVERSITY FOUNDATION 2505 UNIVERSITY BLVD PO BOX 2230 AMES IA 50010 CHARITABLE CONTRIBUTION 200000 JUVENILE DIABETES RESEARCH FOUNDATION 3525 PIEDMONT RD NE BLDG 6 STE 300 ATLANTA GA 30305 CHARITABLE CONTRIBUTION 2000 LEUKEMIA & LYMPHOMA SOCIETY PO BOX 22443 NEW YORK NY 100872443 CHARITABLE CONTRIBUTION 15000 MOUNTAIN TOP BOYS HOME 65 MOUNTAIN TOP WAY SUGAR VALLEY GA 30746 CHARITABLE CONTRIBUTION 2000 MUSEUM OF AVIATION 1942 HERITAGE BLVD WARNER ROBINS GA 31098 CHARITABLE CONTRIBUTION 4000 NAVY SEAL FOUNDATION 1619 D STREET VIRGINIA BEACH VA 23459 CHARITABLE CONTRIBUTION 1000 NORTHSIDE HOSPITAL FOUNDATION 1000 JOHNSON FERRY ROAD ATLANTA GA 303421611 CHARITABLE CONTRIBUTION 3000 RONALD MCDONALD HOUSE (ATLANTA CHAPTER) 795 GATEWOOD ROAD NE ATLANTA GA 30329 CHARITABLE CONTRIBUTION 5000 ROTARY CLUB OF ROSWELL MEMORIAL DAY COMMITTEE INC 1750 FOUNDERS PARKWAY STE 126 ALPHARETTA GA 30009 CHARITABLE CONTRIBUTION 1000 SAMARITAN'S PURSE (ATTN HELENE RECOVERY) PO BOX 3000 BOONE NC 28607 CHARITABLE CONTRIBUTION 5000 SECOND HELPINGS ATLANTA INC 970 JEFFERSON ST NW STE 5 ATLANTA GA 30318 CHARITABLE CONTRIBUTION 2000 SECOND WIND DREAMS - GA VIRTUAL DEMENTIA 10892 CRABAPPLE RD SUITE 300 ROSWELL GA 30075 CHARITABLE CONTRIBUTION 3000 SHEPHERD CENTER FOUNDATIONSHARE INITIATIVE 2020 PEACHTREE RD NW ATLANTA GA 30309 CHARITABLE CONTRIBUTION 15000 THE ATLANTA BALLET 1695 MARIETTA BOULEVARD NW ATLANTA GA 30318 CHARITABLE CONTRIBUTION 1000 THE BREMAN MUSEUM 1440 SPRING STREET NW ATLANTA GA 30309 CHARITABLE CONTRIBUTION 1000 THE GEORGIA TECH FOUNDATION INC 760 SPRING ST NW ATLANTA GA 30308 CHARITABLE CONTRIBUTION 5000 THE SALVATION ARMY USA PO BOX 1959 ATLANTA GA 30301 CHARITABLE CONTRIBUTION 2000 THE VITAL FORCE 7701 CEDAR CANYON PL NE ALBUQUERQUE NM 87122 CHARITABLE CONTRIBUTION 2000 THE WEINSTEIN HOSPICE 3150 HOWELL MILL RD NW ATLANTA GA 303272199 CHARITABLE CONTRIBUTION 1000 TUNNELS TO TOWERS 2361 HYLAN BLVD STATEN ISLAND NY 10306 CHARITABLE CONTRIBUTION 3000 VECTR CO CENTRAL GA TECHNICAL COLLEGE FDN 3300 MACON TECH DR MACON GA 31206 CHARITABLE CONTRIBUTION 1000 379000 0 14 59772 14 192581 18 79773 0 332126 0 332126 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 10500 7000 3500 INVESTMENTS CORPORATE STOCK 7033189 8893387 LEGAL FEES 175 117 58 ACCRUED INTEREST/INCOME 14712 12907 12907 TAX PAYMENT RECEIVABLE 883 883 883 FEDERAL TAX PAYMENT 7431 BROKERAGE ACCT FEES 41815 41815 0 PAYROLL SERVICE FEES 2312 1541 771 OFFICE EXPENSE 2776 1851 925 ADR FEES 91 61 30 PAYROLL TAXES 11475 7650 3825 FOREIGN TAXES W/H 348 348 0