2025-09-02T09:38:44-05:00 2024-12-31 580673524 MSTILLER LLC 780 JOHNSON FERRY RD NE SUITE 325 ATLANTA GA 30342 990PF 2024-01-01 357075093 THE KORT FAMILY FOUNDATION KORT 4048155050 1355 PEACHTREE ST NE 1450 ATLANTA GA 30309 ANTON GREGORY KORT CO-TRUSTEE 4048155050 2025-08-26 1 0 MARK A ESTROFF P00082636 4042561606 2025-08-26 2024 2025-03-06 01:10:19Z X 2922476 X X 99 99 64604 64604 46759 626566 46759 111462 111462 4395 0 0 7035 0 7035 27197 27196 0 10311 10311 0 48938 37507 7035 154888 154888 203826 37507 161923 -92364 73955 35018 69158 69158 1893238 1791128 2693861 165953 168535 159457 2094209 2028821 2922476 2000 2000 2000 2000 X 0 0 0 0 2092209 2026821 2092209 2026821 2094209 2028821 2092209 -92364 26976 2026821 0 2026821 PUBLICLY TRADED SECURITIES 597989 579807 18182 18182 CAPITAL GAINS DIVIDENDS P 28577 28577 28577 46759 1028 0 1028 0 1028 1101 0 0 0 1101 0 73 73 0 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 0 0 1 1 N/A ANTON GREGORY KORT 4048155050 1355 PEACHTREE ST NE STE 1450 ATLANTA GA 30309 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANTON GREGORY KORT 1355 PEACHTREE ST NE SUITE 1450 ATLANTA GA 30339 CO-TRUSTEE 10.00 4395 0 0 JONATHAN KORT 1355 PEACHTREE ST NE SUITE 1450 ATLANTA GA 30339 CO-TRUSTEE 10.00 0 0 0 NONE 0 NONE 0 0 2894325 89790 0 2984115 0 0 2984115 44762 2939353 146968 146968 1028 1028 145940 0 145940 0 145940 161923 0 161923 145940 132739 2022 24957 0 161923 132739 0 0 29184 0 0 0 0 24957 24957 0 0 116756 0 0 0 X CONGREGATION BET HAVERIM PO BOX 29548 ATLANTA GA 30359 N/A PC GENERAL PURPOSE 10117 MENLO PARK-ATHERTON EDUCATION FOUNDATION PO BOX 584 MENLO PARK CA 94026 N/A PC GENERAL PURPOSE 18000 SACRED HEART SCHOOLS 5151 PARK AVE FAIRFIELD CT 06825 N/A PC GENERAL PURPOSE 35000 THE KORT FAMILY FOUNDATION - DAF 211 MAIN STREET SAN FRANCISCO CA 94105 DONOR ADVISED FUND PC GENERAL PURPOSE 41771 GEORGETOWN UNIVERSITY 3700 O STREET NW WASHINGTON DC 20057 N/A PC GENERAL PURPOSE 50000 154888 0 14 99 14 64604 18 46759 0 111462 0 111462 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 7035 0 7035 DOUBLELINE LOW DURATION 22039 21127 FPA NEW INCOME 22334 21967 PIMCO INCOME INST. CL 64185 59127 VANGUARD CORE BOND 59977 57236 DODGE & COX STOCK FUND 90193 128542 FPA CRESCENT FUND 57829 69270 ISHARES MSCI EAFE GROWTH 137630 137630 ISHARES MSCI EAFE SMALL 90246 90246 MERGER FUND INST. 30000 29504 OAKMARK INTERNATIONAL FUND 193071 220726 PIMCO ALL ASSET INSTL 50204 48337 PRINCIPAL MIDCAP INST 120952 214667 SPDR S&P 500 226731 631794 T ROWE PRICE MID CAP 47018 53928 VANGUARD DIVIDEND APPRECIATION 141310 343682 VANGUARD SMALL CAP VALUE 158861 275867 WSDMTREE EMERGING MARKETS 58654 67803 BAIRD CHAUTAUQUA INT GROWTH FD 86660 90275 ISHARES MSCI EM MKT ASIA 85338 96011 SCHWAB STR FUND EM EQ 86757 77244 VANGUARD FTSE EMERGING 129674 118335 BOOK/TAX DIFFERENCE ON STOCK GRANTS 26976 DUE TO ACCOUNT 6853 2000 2000 INVESTMENT FEES AND CHARGES 27197 27196 0 EXCISE TAXES 7487 7487 0 FOREIGN TAXES 2824 2824 0