2025-02-17T19:10:53-06:00 2024-09-30 581763439 WINDHAM BRANNON LLC 3630 PEACHTREE RD NE SUITE 600 ATLANTA GA 30326 990PF 2023-10-01 586044858 LIVINGSTON FOUNDATION INC LIVI 4048738500 171 17TH STREET 2100 ATLANTA GA 30363 CHARLES L GREGORY TRUSTEE 4048738500 2025-02-14 1 1 CARLYE W DOOLEY P00292964 4048982000 2025-02-11 2023 2025-03-06 01:10:19Z X 10563685 X X 187279 187279 632184 2108070 632184 819463 819463 25000 18750 6250 1024 768 256 15456 11592 3864 66240 66240 0 3256 565 0 420 315 105 111396 98230 10475 655915 655915 767311 98230 666390 52152 721233 29712 15206 15206 296641 274800 274800 349791 419331 436792 4635430 4635133 8034441 1386698 1486499 1466121 370806 290261 336325 2116 2116 7069078 7121230 10563685 0 0 X 7030105 7082257 0 0 38973 38973 7069078 7121230 7069078 7121230 7069078 52152 0 7121230 0 7121230 PUBLICLY TRADE SECURITIES P 2108070 1475886 632184 632184 632184 10025 0 10025 0 10025 5320 0 0 0 5320 X 0 4705 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 0 0 0 1 N/A CHARLES L GREGORY 4042621422 171 17TH STREET SUITE 2100 ATLANTA GA 30363 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MILTON BRANNON 171 17TH STREET 2100 ATLANTA GA 30363 PRESIDENT/TREASURER/TRUSTEE 10.00 2000 0 0 CE GREGORY III 171 17TH STREET 2100 ATLANTA GA 30363 SECRETARY/TRUSTEE 1.00 2000 0 0 JONATHAN GOLDEN 171 17TH STREET 2100 ATLANTA GA 30363 CHAIRMAN/TRUSTEE 1.00 2000 0 0 WILLIAM JACOBS 171 17TH STREET 2100 ATLANTA GA 30363 TRUSTEE 1.00 2000 0 0 CHARLES L GREGORY 171 17TH STREET 2100 ATLANTA GA 30363 TRUSTEE 1.00 14000 0 0 MICHAEL GOLDEN 171 17TH STREET 2100 ATLANTA GA 30363 TRUSTEE 1.00 2000 0 0 GREER E BRANNON 171 17TH STREET 2100 ATLANTA GA 30363 TRUSTEE 1.00 2000 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 9557577 341097 0 9898674 0 0 9898674 148480 9750194 487510 487510 10025 10025 477485 0 477485 0 477485 666390 0 666390 477485 0 0 221614 75474 239077 28803 564968 666390 0 0 0 477485 188905 0 0 753873 0 0 0 0 0 0 221614 532259 75474 239077 28803 188905 X MR CHARLES L GREGORY LIVINGSTON FOU 171 17TH STREET SUITE 2100 ATLANTA GA 30363 4048738500 THERE IS NO STANDARD FORM FOR MAKING AN APPLICATION. APPLICATIONS FOR GRANTS MAY BE SUBMITTED AT ANY TIME. THE FOUNDATION MAKES GRANTS ONLY TO EXEMPT CHARITABLE ORGANIZATIONS. IN AWARDING GRANTS, THE FOUNDATION GIVES PREFERENCE TO CHARITABLE ORGANIZATIONS IN GEORGIA, ESPECIALLY THOSE IN THE ATLANTA AREA. ATLANTA OPERA 1575 NORTHSIDE DRIVE NW BLDG 300 STE 350 ATLANTA GA 30318 NONE PC TO ENRICH LIVES THROUGH THE POWER OF OPERA. 100000 ROLLINS SCHOOL OF PUBLIC HEALTH 1518 CLIFTON RD ATLANTA GA 30322 NONE PC TO DEMONSTRATE EXCELLENCE IN THE DISCOVERY, DISSEMINATION AND APPLICATION OF PUBLIC HEALTH. 100000 SHEPHERD CENTER FOUNDATION 2020 PEACHTREE ROAD NW ATLANTA GA 30309 NONE PC TO HELP PEOPLE WHO HAVE EXPERIENCED A CATASTROPHIC INJURY OR DISEASE. 100000 PIEDMONT HEALTHCARE FOUNDATION 2001 PEACHTREE ROAD NE ATLANTA GA 30309 NONE PC TO PROVIDE A HEALTHCARE SYSTEM OF HOSPITALS AND SERVICES TO MEET THE NEEDS OF THE METRO ATLANTA COMMUNITIES. 50000 CLUBHOUSE ATLANTA - CHALLENGE GRANT PO BOX 888581 DUNWOODY GA 30356 NONE PC TO PROVIDE A RESTORATIVE ENVIRONMENT FOR PEOPLE WHO HAVE HAD THEIR LIVES DISRUPTED BECAUSE OF A MENTAL ILLNESS, AND WHO NEED THE SUPPORT OF THE WHOLE COMMUNITY WHO BELIEVE THAT RECOVERY IS NOT ONLY POSSIBLE, BUT PROBABLE. 33000 FERNBANK MUSEUM OF NATURAL HISTORY 767 CLIFTON ROAD NE ATLANTA GA 30307 NONE PC TO INSPIRE LIFE-LONG LEARNING OF NATURAL HISTORY THROUGH IMMERSIVE PROGRAMMING AND UNMATCHED EXPERIENCES TO ENCOURAGE A GREATER APPRECIATION OF OUR PLANET AND ITS INHABITANTS. 33000 ALZHEIMER'S ASSOCIATION GEORGIA CHAPTER 922 E MORRIS STREET DALTON GA 30721 NONE PC TO PROVIDE SUPPORT TO FAMILIES FACING DEMENTIA. 30000 ATLANTA SPEECH SCHOOL 3160 NORTHSIDE PARKWAY NW ATLANTA GA 30327 NONE PC TO HELP EACH PERSON DEVELOP HIS OR HER FULL POTENTIAL THROUGH LANGUAGE AND LITERACY. 25000 CENTER FOR THE VISUALLY IMPAIRED 739 W PEACHTREE ST NW ATLANTA GA 30308 NONE PC TO PROVIDE VISION REHABILITATION SERVICES TO INDIVIDUALS OF ALL AGES AND STAGES OF VISION LOSS. 25000 CHATTAHOOCHEE NATURE CENTER 9135 WILLEO RD ROSWELL GA 30075 NONE PC TO FUND PROGRAMS AND EDUCATIONAL OUTREACH ABOUT GEORGIA'S CHATTAHOOCHEE RIVER. 25000 HANDS ON ATLANTA 600 MEANS STREET NW SUITE 100 ATLANTA GA 30318 NONE PC TO HELP INDIVIDUALS, FAMILIES, CORPORATE AND COMMUNITY GROUPS STRENGTHEN GREATER ATLANTA THROUGH SERVICE AT MORE THAN 400 NONPROFIT ORGANIZATIONS AND SCHOOLS. 25000 HISTORIC OAKLAND FOUNDATION 248 OAKLAND AVE SE ATLANTA GA 30312 NONE PC TO ENTERTAIN, EDUCATE, AND ENLIGHTEN THE COMMUNITY THROUGHOUT THE YEAR. 25000 ATLANTA HISTORY CENTER 130 WEST PACES FERRY ROAD NW ATLANTA GA 30305 NONE PC TO CONNECT PEOPLE TO THE PAST IN A MEANINGFUL AND RELEVANT WAY. 22915 ATLANTA YOUTH ACADEMY 2120 FORREST PARK ROAD ATLANTA GA 30327 NONE PC TO ADVANCE THE KINGDOM OF GOD BY OFFERING AN EXCELLENT CHRIST-CENTERED EDUCATION TO LOW INCOME, URBAN COMMUNITIES. 20000 A SQUASH 1019-A COLLIER ROAD ATLANTA GA 30318 NONE PC TO HELP STUDENTS GRADUATE HIGH SCHOOL, CONFIDENTLY STEP INTO ADULTHOOD, AND GROW INTO EXEMPLARY LEADERS. 15000 THEATRICAL OUTFIT 84 LUCKIE STREET NW ATLANTA GA 30303 NONE PC TO PROVIDE A STAGE FOR CREATING COMPASSION ONE STORY AT A TIME. 15000 ATLANTA MISSION 2353 BOLTON RD NW ATLANTA GA 30318 NONE PC TO TRANSFORM, THROUGH CHRIST, THE LIVES OF THOSE FACING HOMELESSNESS. 5000 AUGUSTA MUSEUM OF HISTORY 560 REYNOLDS ST AUGUSTA GA 30901 NONE PC TO PROVIDE EDUCATION AND ENRICHMENT OF PRESENT AND FUTURE GENERATIONS. 5000 SOUTHERN CENTER FOR INTERNATIONAL STUDIES 3565 PIEDMONT RD NE ATLANTA GA 30305 NONE PC TO EDUCATE INDIVIDUALS OF US FOREIGN ECONOMIC AND DEFENSE POLICIES. 2000 655915 ATLANTA OPERA 1575 NORTHSIDE DRIVE NW BLDG 300 STE 350 ATLANTA GA 30318 NONE PC TO ENRICH LIVES THROUGH THE POWER OF OPERA. 300000 FERNBANK MUSEUM OF NATURAL HISTORY 767 CLIFTON ROAD NE ATLANTA GA 30307 NONE PC TO INSPIRE LIFE-LONG LEARNING OF NATURAL HISTORY THROUGH IMMERSIVE PROGRAMMING AND UNMATCHED EXPERIENCES TO ENCOURAGE A GREATER APPRECIATION OF OUR PLANET AND ITS INHABITANTS. 67000 CHATTAHOOCHEE NATURE CENTER 9135 WILLEO RD ROSWELL GA 30075 NONE PC TO FUND PROGRAMS AND EDUCATIONAL OUTREACH ABOUT GEORGIA'S CHATTAHOOCHEE RIVER. 50000 417000 14 187279 18 632184 0 819463 0 819463 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 15456 11592 3864 AMAZON INC 2.100% DUE 5/12/2031 32177 31842 AMERICAN EXPRESS CO 4.050% DUE 5/3/2029 16969 17021 APPLE 3.350% DUE 2/9/2027 16996 16842 BANK AMER CORP 3.248% 10/21/2027 (06XXXXGA1) 103865 98977 CHARLES SCHWAB CO 3.20% 1/25/2028 80911 73078 CHEVRON CORP NEW 2.236% 5/11/2030 66919 68798 COMCAST CORP NEW SR GLOBAL NT 3.15% 2/15/2028 (20XXXXCA7) 111890 97446 COSTCO WHOLESALE CORP 1.600% DUE 4/20/2030 32236 33544 EXXON MOBIL CORPORATION BOND 3.043% 3/1/2026 (30231GAT9) 49015 49547 FLORIDA POWER AND LIGHT CO 27709 26498 HOME DEPOT INC 2.80% DUE 09-14-27 47663 48648 INTERCONTINENTAL EXCHANGE INC 3.750% DUE 12-01-25 16979 16885 JP MORGAN CHASE 3.125% 2025 109390 100086 LOWE'S COS INC 2.50% 4/15/2026 (548661DM6) 69665 69154 MASTERCARD 3.350% DUE 3/26/2030 17423 17377 MERCK & CO INC BOND 3.400% DUE 3/7/2029 31210 32230 MERCK & CO INC BOND 2.75% 2/10/2025 (58933YAR6) 70505 69747 PEPSICO INC. 3.900% DUE 7/18/2032 34231 33420 UNITEDHEALTH GR 2.875% 8/15/2029 91691 95196 WELLS FARGO & CO 3.00% 2/19/2025 (94974BGH7) 70914 69730 REPUBLIC SERIVES, INC NOTE M/W CLBL 4.875% 4/1/2029 127970 131410 TJX COMPANIES 2.250% 9/15/2026 14435 14516 MICROSOFT CORP 3.300% DUE 2/6/2027 15570 15850 BRISTOL-MYERS SQUIBB CO. 2.950% DUE 3/15/2032 18058 18216 DUKE ENERGY CAROLINAS 4.950% DUE 1/15/2033 27499 29870 JOHN DEERE CAPITAL 5.150% DUE 9/8/2033 32962 33756 CHUBB INA HOLDINGS LLC 5.000% DUE 3/15/2034 33788 34234 UNITEDHEALTH GROUP INC. 5.000% DUE 4/15/2034 33908 35061 HOME DEPOT INC 4.95% DUE 6/25/2034 35471 35308 JOHNSON & JOHNSON 3.4% DUE 1/15/2038 30960 34062 JPMORGAN CHASE & CO 3.30% DUE 4/1/2026 17520 17772 ABBVIE 30266 92816 ABBVIE 43553 59244 ACCENTURE PLC (ACN) 31788 70696 ACCENTURE PLC IRELAND CI A 27519 60092 ALEXANDRIA REAL ESTATE EQUITIES 56369 46312 ALPHABET INC CLASS A 41076 158553 ALPHABET INC CLASS C (GOOG) 5664 100314 AMERICAN ELEC PWR 38631 42066 AMERICAN ELECTRIC POWER CO INC (AEP) 33113 41040 AMERICAN EXPRESS 35838 105226 AMERICAN EXPRESS CO (AXP) 14927 66444 AMERICAN EXPRESS CO. 31903 84072 APPLE INC (AAPL) 7390 119995 ASTRAZENECA PLC ADR 34495 72456 ASTRAZENECA PLC ADR (AZN) 35285 70119 AT&T INC (T) 20288 22000 AUTOZONE INC. 55922 103951 BLACKROCK 30526 66466 BOSTON SCIENTIFIC (BSX) 32793 79610 BROADCOM INC (AVGO) 4116 112125 BROADCOM INC. 25872 189750 BWX TECHNOLOGIES INC (BWXT) 28647 65220 CARDINAL HEALTH 23094 46418 CENORA IC COM 61309 118842 CHEVRON CORP (CVX) 20495 44181 CHUBB LIMITED 65351 134101 CHUBB LTD 38440 57678 CISCO SYSTEMS INC (CSCO) 24717 61203 COCA COLA COMPANY (KO) 20026 50302 COCA-COLA CO 40503 64674 COMCAST CL A 74101 72262 CORTEVA INC (CTVA) 28324 47032 DIAMONDBACK ENERGY INC 69120 91717 DOLLAR GENERAL CORP (DG) 116631 54801 DOLLAR GENERAL CORP (DG) 3738 6343 ELECTRONIC ARTS INC 59399 67991 ELEVANCE HEALTH INC 12455 52000 ELEVANCE HEALTH INC 124044 137800 FISERV INC (FISV) 41424 103298 FISERV INC. 96116 165817 GENUINE PARTS 21481 30729 GLOBAL PAYMENTS 39162 29702 HASBRO 31483 24589 HASBRO 59900 76081 HCA HEALTHCARE INC 52379 152818 HOME DEPOT 15211 20260 HOME DEPOT 18973 46598 HONEYWELL INT 30334 41342 INGREDION INC (INGR) 45064 61843 INTL FLAVORS & FRAGRANCES (IFF) 28534 26233 JOHNSON & JOHNSON (JNJ) 19891 56721 JOHNSON AND JOHNSON 34163 43756 JOHNSON CONTROLS INTERNATIONAL PLC 45505 79162 JP MORGAN CHASE & CO 43204 73801 JPMORGAN CHASE & CO 32894 69584 JPMORGAN CHASE & CO. (JPM) 14032 84344 KLA CORP 42789 85960 MARSH AND MCLENNAN 39636 75851 MEDTRONIC PLC 60848 58520 MERCK AND CO 40525 67000 META PLATFORMS INC 74548 180891 MICRON TECHNOLOGY INC (MU) 14618 59633 MICRON TECHNOLOGY INC. 108887 152350 MICROSOFT 15936 64545 MICROSOFT CORP 97609 137696 MICROSOFT CORP (MSFT) 8152 120484 MONDELEZ INTERNATIONAL 31823 44202 MONDELEZ INTL INC (MDLZ) 26086 58936 NORTHFOLK SOUTHERN CORP 84558 97661 NORTHROP GRUMMAN CORP 45621 52807 NVIDIA CORP (NVDA) 5767 114154 OMNICOM GROUP 60393 81678 ORACLE CORPORATION (ORCL) 13158 119280 PHILIP MORRIS INTL 36085 54630 PROCTER AND GAMBLE 19663 43300 PROGRESSIVE CORP (PGR) 9732 38064 ROPER TECHNOLOGIES INC (ROP) 27678 41733 RTX 41259 73907 S&P GLOBAL 21147 61994 SAIA INC 17946 43726 SAP AG ADR 35141 71021 SS&C TECHNOLOGIES HLDGS INC. 107254 134469 TE CONNECTIVITY 54161 66436 THE INTERPUBLIC GROUP OF COMPANIES INC. (IPG) 20147 31630 THERMO FISHER SCIENTI C INC (TMO) 12165 49486 THE TRAVELERS COMPANIES 86613 123147 UNITED PARCEL SERVICE 43644 53173 UNITEDHEALTH GROUP INC 112167 136230 VERIZON COMMUNICATIONS (VZ) 15016 13473 VISA CL A 36421 65988 VISA INC (V) 29274 68738 VISA INC (V) 114993 135550 WILLIS TOWERS WATSON PLC 26425 55961 YUM! BRANDS INC (YUM) 8679 27942 APOLLO GLOBAL MANAGEMENT 68138 78069 UNITED RENTAL INC. 75573 95548 CORPLAY INC 102166 126042 TAKE-TWO INTERACTIVE SOFTWARE 74146 75933 CANADIAN NATURAL RESOURCES LIMITED 64252 63099 MCKESSON CORPORATION 89363 84051 AMETECK INC 23839 24039 AIR PRODUCTS AND CHEMICALS 25799 29774 CANADIAN NATURAL RESOURCES 42554 43339 NIKE 41420 39780 QUEST DIAGNOSTICS 42203 51233 CHARLES SCHWAB 37091 45367 INTERCONTINENTAL EXCHANGE 31532 36947 AMDOCS 38759 41115 WEC ENERGY GROUP 37417 43281 UNITED PARCEL SERVICE 76839 71988 321498 334828 97833 101964 CRAWFORD SMALL CAP DIVIDEND FUND AT COST 290261 336325 LEGAL FEES 1024 768 256 GIFT EXPENSE 385 289 96 OFFICE EXPENSE 35 26 9 INVESTMENT FEES 66240 66240 0 EXCISE TAXES 2691 0 0 FOREIGN TAXES PAID 565 565 0