2024-06-06T07:55:17-05:00 2023-12-31 721396621 CARR RIGGS & INGRAM LLC 33 SW FLAGLER AVENUE STUART FL 34994 990PF 2023-01-01 061193928 THE OWEN FOUNDATION C/O MR STEPHEN RUTNER PHD OWEN 9124814383 231 CHICORY RD NE MILLEDGEVILLE GA 31061 STEPHEN RUTNER PHD TRUSTEE 9124814383 2024-06-04 1 STEPHEN RUTNER PHD XXX-XX-XXXX 0 APRIL HICKS P00404863 7722832356 2024-06-04 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3572168 X X 50562 50562 -6522 37715 0 44040 50562 0 0 0 3647 3647 0 15079 15079 0 3612 102 0 22338 18828 0 175000 175000 197338 18828 175000 -153298 31734 147887 65730 65730 99374 50698 50698 1278493 1256028 3455740 1525754 1372456 3572168 1067 1067 1067 1067 X 1524687 1371389 0 0 0 0 1524687 1371389 1525754 1372456 1524687 -153298 0 1371389 0 1371389 PERSHING LLC - LAZARD PUBICLY TRADED 0 0 SECURITIES DETAIL MAINTAINED 31918 44237 -12319 -12319 CAPITAL GAINS DIVIDENDS P 5797 5797 5797 -6522 441 0 441 0 441 2377 0 0 0 2377 0 1936 1936 0 0 0 0 0 0 0 0 0 0 0 1 1 CT FL 1 0 0 0 0 1 N/A STEPHEN M RUTNER PHD 9124814383 231 CHICORY RD NE MILLEDGEVILLE GA 31061 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID G OWEN 301 WATEREE AVENUE COLUMBIA SC 29205 TRUSTEE 2.00 0 0 0 LORINDA O CLAUSON 6 GOLF CLUB ROAD GREENWICH CT 06830 TRUSTEE 2.00 0 0 0 STEPHEN RUTNER PHD 231 CHICORY RD NE MILLEDGEVILLE GA 31061 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 3191106 227584 0 3418690 0 0 3418690 51280 3367410 168371 168371 441 441 167930 0 167930 0 167930 175000 0 175000 167930 0 0 39569 38331 77900 175000 0 0 0 167930 7070 0 0 84970 0 0 0 0 0 0 0 84970 39569 38331 7070 X AIKEN SYMPHONY ORCHESTRA 262 EASTGATE DR PMB 440 AIKEN SC 29803 NONE PUBLIC CHARITY GENERAL OPERATING FUND 10000 CHARLESTON GAILLARD CENTER 95 CALHOUN STREET CHARLESTON SC 29401 NONE PUBLIC CHARITY GENERAL OPERATING FUND 5000 CLARKSON UNIVERSITY 8 CLARKSON AVE POTSDAM NY 13699 NONE PUBLIC CHARITY EDUCA N.R. OWEN SCHOLARSHIP FUND 15000 CLEVELAND CLINIC MARTIN HEALTH FOUNDATION PO BOX 9010 STUART FL 34995 NONE FOUNDATION HEALTH CA GENERAL OPERATING SUPPORT 10000 DANIEL ISLAND COMMUNITY FOUNDATION 130 RIVER LANDING DRIVE SUITE 1C CHARLESTON SC 29492 NONE PUBLIC CHARITY GENERAL OPERATING FUND 10000 MARK GARWOOD SHARE FOUNDATION 1701 NE OCEAN BLVD 301 STUART FL 34996 NONE FOUNDATION GENERAL OPERATING FUND 10000 MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVE CAMBRIDGE MA 021394307 NONE PUBLIC CHARITY EDUCA N.R. OWEN SCHOLARSHIP FUND 15000 SANDHILL COVE SCHOLARSHIP FOUNDATION 1500 SW CAPRI PALM CITY FL 34990 NONE FOUNDATION EDUCATION GENERAL OPERATING FUND 20000 TECHNOSERVE 1777 N KENT STREET SUITE 1100 ARLINGTON VA 22209 NONE PUBLIC CHARITY GENERAL OPERATING FUND 30000 POST AND COURIER FOUNDATION GOOD CHEER FUND 90 ALEXANDER STREET CHARLESTON SC 29403 NONE PUBLIC CHARITY GENERAL OPERATING FUND 5000 EAST COOPER MEALS ON WHEELS 2304 HIGHWAY 17 N MOUNT PLEASANT SC 29466 NONE PUBLIC CHARITY GENERAL OPERATING FUND 5000 GEORGIA COLLEGE STATE FOUNDATION CAMPUS BOX 96 MILLEDGEVILLE GA 31061 NONE FOUNDATION EDUCATION GENERAL OPERATING FUND 10000 RIVERSIDE SCHOLARSHIP FUND 2001 RIVERSIDE DR GAINESVILLE GA 30501 NONE FOUNDATION EDUCATION SCHOLARSHIP FUND AND MILITARY ACADEMY 10000 US ED FOUNDATION 1027 BARNWELL STREET COLUMBIA SC 29201 NONE FOUNDATION EDUCATION LAW SCHOOL BOCK FUND 5000 US ED FOUNDATION 1027 BARNWELL STREET COLUMBIA SC 29201 NONE FOUNDATION EDUCATION LAW SCHOOL COL R SCHOLARSHIP 5000 US ED FOUNDATION 1027 BARNWELL STREET COLUMBIA SC 29201 NONE FOUNDATION EDUCATION LAW SCHOOL PROF QUIRKS 5000 US ED FOUNDATION 1027 BARNWELL STREET COLUMBIA SC 29201 NONE FOUNDATION EDUCATION LAW SCHOOL SCHOL FUND 5000 175000 0 14 50562 18 -6522 0 44040 0 44040 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 3647 3647 0 LAZARD EQUITIES & MUTUAL FUNDS 1256028 3455740 INVESTMENT FEES 15079 15079 0 EXCISE TAX 3510 0 0 FOREIGN TAXES PAID 102 102 0