2025-11-17T14:44:47-06:00 2024-12-31 994625061 CRI ADVISORS LLC 4004 SUMMIT BLVD NE SUITE 800 ATLANTA GA 30319 990PF 2024-01-01 582314424 THE JOHN N GODDARD FOUNDATION INC JOHN 4045746540 1380 W PACES FERRY ROAD NW 1120 ATLANTA GA 30327 JOHN G ALSTON VICE CHAIRMAN 4045746542 2025-11-14 1 0 STANLEY M SMITH II P00319916 7703948000 2025-11-13 2024 2025-03-06 01:10:19Z X 28958011 X X 30162 30162 479628 479628 3057341 10461819 3057341 3567131 3567131 0 0 0 3215 1607 1608 214619 194938 19681 4714 4714 0 106955 106631 145 329503 307890 21434 1330000 1330000 1659503 307890 1351434 1907628 3259241 1319985 1295071 1295071 6503575 7886278 10912164 11714365 12138503 16598025 27050 152751 152751 19564975 21472603 28958011 0 0 X 0 0 0 0 19564975 21472603 19564975 21472603 19564975 21472603 19564975 1907628 0 21472603 0 21472603 SHORT TERM FROM PARTNERSHIP P 62287 62287 62287 LONG TERM FROM PARTNERSHIP P 293495 293495 293495 TRUST #1624 P 3235746 1411236 1824510 1824510 TRUST #1623 P 6570667 5970289 600378 600378 TORTOISE MLP & ENERGY BASIS WRITE OFF P 22953 -22953 -22953 CAPITAL GAINS DIVIDENDS P 299624 299624 299624 3057341 45303 0 45303 0 45303 5555 0 15000 0 20555 377 25125 0 0 0 0 0 0 0 0 1 1 0 1 1 GA 1 0 0 0 0 1 NONE BLAIN A ALLEN 4045746542 1380 WEST PACES FERRY ROAD NW SUITE 1120/MAILBOX 108 ATLANTA GA 30305 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES E CUSHMAN JR 1380 WEST PACES FERRY ROAD NW SUITE 1120/MAILBOX 108 ATLANTA GA 30305 TRUSTEE, CHAIRMAN 2.00 0 0 0 JOHN G ALSTON SR 1380 WEST PACES FERRY ROAD NW SUITE 1120/MAILBOX 108 ATLANTA GA 30305 TRUSTEE, VICE CHAIRMAN 2.00 0 0 0 JOHN G ALSTON JR 1380 WEST PACES FERRY ROAD NW SUITE 1120/MAILBOX 108 ATLANTA GA 30305 TRUSTEE 2.00 0 0 0 JENNIFER A EUART 1380 WEST PACES FERRY ROAD NW SUITE 1120/MAILBOX 108 ATLANTA GA 30305 TRUSTEE 2.00 0 0 0 B HARVEY HILL JR 1380 WEST PACES FERRY ROAD NW SUITE 1120/MAILBOX 108 ATLANTA GA 30305 TRUSTEE 2.00 0 0 0 EDITH ALSTON MCDONNELL 1380 WEST PACES FERRY ROAD NW SUITE 1120/MAILBOX 108 ATLANTA GA 30305 TRUSTEE 2.00 0 0 0 ELKIN GAC TAYLOR 1380 WEST PACES FERRY ROAD NW SUITE 1120/MAILBOX 108 ATLANTA GA 30305 TRUSTEE 2.00 0 0 0 BLAIN A ELLEN 1380 WEST PACES FERRY ROAD NW SUITE 1120/MAILBOX 108 ATLANTA GA 30305 SECRETARY 2.00 0 0 0 NONE 0 NONE 0 0 12078178 1438949 16444287 29961414 0 0 29961414 449421 29511993 1475600 1475600 45303 45303 1430297 0 1430297 0 1430297 1351434 0 1351434 1430297 1329069 0 0 1351434 1329069 0 0 22365 0 0 0 0 0 0 0 0 1407932 0 0 0 X ADAMS MEMORIAL FOUNDATION 101 E ST SE WASHINGTON DC 20003 NONE PUBLIC EDUCATIONAL 5000 ANGEL FLIGHT OF GEORGIA 2000 AIRPORT RD SUITE 227 ATLANTA GA 30341 NONE PUBLIC GENERAL OPERATIONS 60000 ATLANTA POLICE ATHLETIC LEAGUE 1154 JAMES JACKSON PKWY NW ATLANTA GA 30318 NONE PUBLIC GENERAL OPERATIONS 20000 BACK IN BLUE BUCKHEAD 2551 WOODWARD WAY NW ATLANTA GA 30305 NONE PUBLIC GENERAL OPERATIONS 20000 BOYCE L ANSLEY SCHOOL INC 120 RALPH MCGILL BLVDBLDG 3 STE B1 ATLANTA GA 30308 NONE PUBLIC GENERAL OPERATIONS 100000 CAMP SEAFARER 2744 SEAFARER ROAD ARAPAHOE NC 28510 NONE PUBLIC GENERAL OPERATIONS 10000 CHARLOTTE COUNTRY DAY SCHOOL 1440 CARMEL RD CHARLOTTE NC 28226 NONE PUBLIC EDUCATIONAL 2500 CHILDREN'S HEALTHCARE OF ATLANTA INC 1575 NORTHEAST EXPRESSWAY ATLANTA GA 30329 NONE PUBLIC GENERAL OPERATIONS 350000 CROSSROADS COMMUNITY MINISTRIES IN 420 COURTLAND STREET NE ATLANTA GA 30308 NONE PUBLIC GENERAL OPERATIONS 25000 FERNBANK MUSEUM OF NATUAL HISTORY 767 CLIFTON ROAD NE ATLANTA GA 30307 NONE PUBLIC EDUCATIONAL 10000 FREDERICA ACADEMY INC 200 MURRAY WY ST SIMONS ISLAND GA 31522 NONE PUBLIC GENERAL OPERATIONS 10000 FRIENDS OF FORT FREDERICA PO BOX 30419 SEA ISLAND GA 31561 NONE PUBLIC GENERAL OPERATIONS 20000 HAND AND HAND OF GLYNN PO BOX 2452 BRUNSWICK GA 31521 NONE PUBLIC GENERAL OPERATIONS 10000 HIGH POINT UNIVERSITY ONE UNIVERSITY PARKWAY HIGH POINT NC 27268 NONE PUBLIC GENERAL OPERATIONS 10000 JACOBS LADDER CENTER 407 HARDSCRABBLE ROAD ROSWELL GA 30318 NONE PUBLIC GENERAL OPERATIONS 50000 LAUNCH PAD ATLANTA 1411 DUTCH VALLEY ATLANTA GA 30324 NONE PUBLIC GENERAL OPERATIONS 10000 MILL SPRINGS ACADEMY INC 13660 NEW PROVIDENCE ROAD ALPHARETTA GA 30004 NONE PUBLIC GENERAL OPERATIONS 5000 MOVING IN SPIRIT 544 ANGLER AVENUE ATLANTA GA 30308 NONE PUBLIC GENERAL OPERATIONS 25000 MUSEUM OF CONTEMPORARY ART OF GEORGIA 75 BENNETT STREET ATLANTA GA 30309 NONE PUBLIC EDUCATIONAL 60000 NATIONAL MUSEUM MIGHTY EIGHTH AIR FORCE 175 BOURNE AVE POOLER GA 31322 NONE PUBLIC GENERAL OPERATIONS 20000 OUR HOUSE 711 SOUTH COLUMBIA DRIVE DECATUR GA 30030 NONE PUBLIC GENERAL OPERATIONS 100000 PATH FOUNDATION 1601 W PEACHTREE ST NE ATLANTA GA 30309 NONE PUBLIC EDUCATIONAL 45000 PAT'S PLACE 901 EAST BOULEVARD CHARLOTTE NC 28203 NONE PUBLIC EDUCATIONAL 50000 PROMISING PAGES 4020 YANCEY RD CHARLOTTE NC 28217 NONE PUBLIC GENERAL OPERATIONS 20000 ST LUKES EPISCOPAL CHURCH 435 PEACHTREE ST NE ATLANTA GA 30308 NONE PUBLIC GENERAL OPERATIONS 50000 ST SIMONS LAND TRUST 1810 FREDERICA RD ST SIMONS ISLAND GA 31522 NONE PUBLIC GENERAL OPERATIONS 25000 TEXAS CHRISTIAN UNIVERSITY 2800 S UNIVERSITY DR FORTH WORTH TX 76129 NONE PUBLIC EDUCATIONAL 2500 UGA FOUNDATION 394 S MILLEDGE AVE SUITE 100 ATHENS GA 30605 NONE PUBLIC GENERAL OPERATIONS 5000 VANGUARD DONOR ADVISED FUND 2670 WARWICK AVENUE WARWICK RI 02889 NONE PUBLIC PHILANTHROPY 160000 WARRIOR ALLIANCE 800 BATTERY AVENUE SE ATLANTA GA 30339 NONE PUBLIC GENERAL OPERATIONS 50000 1330000 0 14 30162 14 479628 18 3057341 0 3567131 0 3567131 13 RELATED TO EXEMPT FUNCTION TO SUPPORT CHARITY 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 3215 1607 1608 SECURITIES 7886278 10912164 INVESTMENT PARTNERSHIPS AT COST 3489829 8032473 MUTUAL FUNDS AT COST 8648674 8565552 DIVIDEND RECEIVABLE 7514 8662 8662 DISTRIBUTION RECEIVABLE 19536 144089 144089 PTNRSHIP INVESTMENT INTEREST/K-1 24729 24729 0 PARTNERSHIP NON-DEDUCTIBLE EXPENSES 179 0 0 BANK CHARGES 290 145 145 PARTNERSHIP OTHER LOSS 19041 19041 0 INVESTMENT PARTNERSHIP EXPENSES 62716 62716 0 INVESTMENT MANAGEMENT FEES 175257 175257 0 MANAGEMENT FEES 39362 19681 19681 FOREIGN TAX WITHHELD 4714 4714 0