2025-11-11T07:38:40-06:00 2024-12-31 994625061 CRI ADVISORS LLC 4004 SUMMIT BLVD NE SUITE 800 ATLANTA GA 30319 990PF 2024-01-01 586030091 DAISY DAVIES EDUCATIONAL FOUNDATION DAIS 4049275592 905 AUDREY DRIVE WOODSTOCK GA 30188 DAVID R THOMAS TREASURER 4049275592 2025-09-22 1 0 PAMELA D HARDISTER CPA P00240127 7703948000 2025-09-22 2024 2025-03-06 01:10:19Z X 586098 X 8000 X 16183 16183 77476 477058 77476 101659 93659 0 0 0 0 0 8873 8873 0 0 3845 3845 0 0 12718 12718 0 0 18500 18500 31218 12718 0 18500 70441 80941 0 11143 1978 1978 459371 538977 583867 253 253 253 470767 541208 586098 1643 1643 1643 1643 X 469124 539565 469124 539565 470767 541208 469124 70441 0 539565 0 539565 VANGUARD SHORT TERM BOND ETF P 31830 33316 -1486 -1486 VANGUARD TOTAL STOCK MARKET ETF P 113469 75098 38371 38371 INVESCO S&P 500 EQUAL WEIGHT ETF P 50715 45615 5100 5100 ISHARES RUSSELL 2000 ETF P 50698 38304 12394 12394 VANGUARD INST INDEX-INST P 12000 10934 1066 1066 FIDELITY MID CAP INDX-INS PR P 60094 58698 1396 1396 FIDELITY SML CAP INDX-INS PR P 36648 36720 -72 -72 ISHARES CORE US AGGREGATE BOND ETF P 7545 9101 -1556 -1556 ISHARES MSCI EAFE ETF P 42915 35476 7439 7439 ISHARES MSCI EMERGING MKT ETF P 12752 10616 2136 2136 ISHARES RUSSELL MIDCAP ETF P 58392 45704 12688 12688 77476 1125 0 1125 0 1125 0 0 0 0 0 4 1129 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 0 0 0 1 N/A DAVID R THOMAS 4049275592 905 AUDREY DRIVE WOODSTOCK GA 30188 0 0 0 0 0 0 0 0 1 2023 2022 2021 2020 1 0 0 0 0 0 1 0 0 0 0 0 0 0 DAVID R THOMAS 905 AUDREY DRIVE WOODSTOCK GA 30188 TREASURER 0.00 0 0 0 EVE P RESPESS 905 AUDREY DRIVE WOODSTOCK GA 30188 SECRETARY 0.00 0 0 0 KIMBERLY THIESSEN 905 AUDREY DRIVE WOODSTOCK GA 30188 TRUSTEE 0.00 0 0 0 LINDLEY M SMALL 905 AUDREY DRIVE WOODSTOCK GA 30188 CHAIRMAN 0.00 0 0 0 SARA M WORDEN 905 AUDREY DRIVE WOODSTOCK GA 30188 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 INTERVIEWING AND AWARDING FINANCIAL HELP TO THEOLOGY STUDENTS WHO ARE NOT RELATED TO ANY TRUSTEE OR OFFICER. 18500 0 553040 14447 0 567487 0 0 567487 8512 558975 27949 27949 1125 1125 26824 0 26824 0 26824 18500 0 18500 26824 25305 2022 2021 2020 29356 0 18500 18500 0 0 0 0 0 0 0 29356 0 29356 6805 26824 0 0 0 DAVID R THOMAS 905 AUDREY DRIVE WOODSTOCK GA 30188 4049275592 LETTER TO EXPLAIN GOALS AND OBJECTIVES SUPPORTED BY A BUDGET PROPOSAL OF INCOME AND EXPENSE AND SOURCE. SEPTEMBER 1ST OF EACH YEAR. NONE ANTHONY STUDSTILL 100 GREEN SPRINGS AVENUE SW BIRMINGHAM AL 35211 NONE I EDUCATIONAL SCHOLARSHIP 8000 SARAH KATE SMITH 818 NOB HILL DRIVE APT H BIRMINGHAM AL 35229 NONE I EDUCATIONAL SCHOLARSHIP 8000 WESLEY SPARGO 3177 S WOODSTOCK AVE SPRINGFIELD MO 65809 NONE I EDUCATIONAL SCHOLARSHIP 2000 ELIZABETH BYRD 3180 PEACHTREE ROAD NE ATLANTA GA 30305 NONE I EDUCATIONAL SCHOLARSHIP 500 18500 0 14 16183 18 77476 0 93659 0 93659 0 0 0 0 0 0 0 0 0 1 PEACHTREE ROAD UNITED METHODIST CHURCH CHURCH SUNDAY SCHOOL FRIENDSHIP CLASS OPERATES THE FOUNDATION SUNTRUST INVESTMENTS - 7937163 538977 583867 DUE FROM PEACHTREE ROAD CHURCH 253 253 253 SUNTRUST MANAGEMENT FEES 2045 2045 0 0 ACCOUNTING FEES 1800 1800 0 0 DUE TO PEACHTREE ROAD CHURCH 1643 1643 FEDERAL TAXES 8873 8873 0 0