2025-06-04T09:35:00-05:00 2024-12-31 580692043 MAULDIN & JENKINS LLC 200 GALLERIA PKWY SE STE 1700 ATLANTA GA 303395946 990PF 2024-01-01 582047343 BRIAN G DYSON FOUNDATION BRIA 4043642940 2 CHATHAM RD NW ATLANTA GA 30305 BRIAN DYSON DIRECTOR 4043642940 2025-06-03 1 1 BOB HEUEL P01278160 7709558600 2025-06-02 2024 2025-03-06 01:10:19Z X 1323049 X X 28477 28477 15483 397541 15483 43960 43960 0 0 0 3000 1500 1500 916 481 0 3916 1981 1500 66250 66250 70166 1981 67750 -26206 41979 13034 26625 26625 141200 0 0 280724 400801 380623 752364 733690 915801 1187322 1161116 1323049 0 0 X 191444 191444 0 0 995878 969672 1187322 1161116 1187322 1161116 1187322 -26206 0 1161116 0 1161116 PUBLICLY TRADED SECURITIES 397541 382058 15483 15483 15483 584 0 584 0 584 597 0 0 0 597 0 13 13 0 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 0 0 0 1 N/A ELSE ANDERSON 4043642940 2 CHATHAM RD NW ATLANTA GA 30305 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRIAN G DYSON 2 CHATHAM RD NW ATLANTA GA 30305 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1290085 25230 0 1315315 0 0 1315315 19730 1295585 64779 64779 584 584 64195 0 64195 0 64195 67750 0 67750 64195 40611 0 0 67750 40611 0 0 27139 0 0 0 0 0 0 0 0 37056 0 0 0 BRIAN G DYSON BRIAN DYSON 3060 PEACHTREE RD NW STE 1465 ATLANTA GA 30305 4043642940 WRITTEN NONE NONE CHATHAM INTERNATIONAL 3060 PEACHTREE RD NW STE 1465 ATLANTA GA 30305 4043642940 WRITTEN NONE NONE EMORY UNIVERSITY 201 DOWMAN DRIVE ATLANTA GA 30322 NONE EXEMPT PUBLIC CHARIT GENERAL OPERATIONS 50000 MAYO CLINIC 201-299 2ND AVE SW ROCHESTER MN 55902 NONE EXEMPT PUBLIC CHARIT GENERAL OPERATIONS 250 TELLURIDE FOUNDATION 220 E COLORADO AVE 106 TELLURIDE CO 81435 NONE EXEMPT PUBLIC CHARIT GENERAL OPERATIONS 1000 THE UNITED WAY 40 COURTLAND ST NE 300 ATLANTA GA 30303 NONE EXEMPT PUBLIC CHARIT GENERAL OPERATIONS 15000 66250 0 14 28477 18 15483 0 43960 0 43960 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3000 1500 1500 ISHARES TREASURY CORE AGGREGATE BOND ETF 400801 380623 INVESCO EXCHANGE - TRADED FD TR II S&P 500 ETF AT COST 92042 103850 ISHARES TR SELECT DIVID ETF FD AT COST 130977 144682 ISHARES TR INTL SELECT DIVID ETF INDEX FD AT COST 61574 62399 AMG PANTHEON FUND LLC CLASS 3 AT COST 98068 165444 MONROE CAPITAL INCOME PLUS CORPORATION COM AT COST 125000 128589 VANGUARD INDEX FDS VANGUARD GROWTH ETF AT COST 138406 207272 VANGUARD INDEX FDS VANGUARD LARGE CAP AT COST 87623 103565 FEDERAL TAX 435 0 0 FOREIGN TAXES 481 481 0