2025-03-19T14:35:38-05:00 2024-12-31 582487348 APRIO ADVISORY GROUP LLC 2002 SUMMIT BOULEVARD SUITE 120 ATLANTA GA 30319 990PF 2024-01-01 453929400 HOOKEEDOO FOUNDATION INC HOOK 7703963293 2424 SPALDING DRIVE ATLANTA GA 30350 EDWIN ROTHBERG DIRECTOR 7703963293 2025-03-19 1 0 STEVEN SPRINKLE P01276168 4048929651 2025-03-19 2024 2025-03-06 01:10:19Z X 440682 X 554656 22903 22903 539953 625890 539953 1117512 562856 0 0 0 4463 4463 0 1059 1059 0 7783 38 0 134 134 0 13439 5694 0 395327 395327 408766 5694 395327 708746 557162 30880 257658 257658 185867 139209 183024 216747 396867 440682 2038 3345 2038 3345 X 0 0 0 0 214709 393522 214709 393522 216747 396867 214709 708746 0 923455 529933 393522 ROCKEFELLER 005428 P 557381 26169 531212 531212 ROCKEFELLER 009195 P 960 954 6 6 ROCKEFELLER 009195 P 38757 40750 -1993 -1993 ROCKEFELLER 009196 P 566 612 -46 -46 ROCKEFELLER 009196 P 8026 6854 1172 1172 ROCKEFELLER 009200 P 2296 2273 23 23 ROCKEFELLER 009200 P 9354 3669 5685 5685 ROCKEFELLER 011167 P 882 847 35 35 ROCKEFELLER 011167 P 7668 3809 3859 3859 539953 7745 0 7745 0 7745 4400 0 0 0 4400 0 3345 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 0 0 0 1 N/A EDWIN ROTHBERG 7703963293 2424 SPALDING DRIVE ATLANTA GA 30350 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EDWIN ROTHBERG 2424 SPALDING DRIVE ATLANTA GA 30350 DIRECTOR 0.00 0 0 0 LOUISE ROTHBERG 2424 SPALDING DRIVE ATLANTA GA 30350 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 193216 346051 0 539267 0 0 539267 8089 531178 26559 26559 7745 7745 18814 0 18814 0 18814 395327 0 395327 18814 0 0 238561 233918 195367 302929 528590 1499365 395327 0 0 0 18814 376513 0 0 1875878 0 0 0 0 0 0 238561 1637317 233918 195367 302929 528590 376513 EDWIN ROTHBERG LOUISE ROTHBERG X HADASSAH GREATER ATLANTA 1050 CROWN POINT PKWY DUNWOODY GA 30338 PC UNRESTRICTED 1000 JEWISH EDUCATIONAL LOAN FUND 4549 CHAMBLEE-DUNWOODY ROAD ATLANTA GA 30338 PC UNRESTRICTED 1000 THE DAVIS ACADEMY 7901 ROBERTS DR ATLANTA GA 30305 PC UNRESTRICTED 1250 AJC 6205 PEACHTREE DUNWOOD RD ATLANTA GA 30328 PC UNRESTRICTED 2500 CURE CHILDHOOD CANCER 200 ASHFORD CENTER N 250 ATLANTA GA 30338 PC UNRESTRICTED 2500 ORT AMERICA ATLANTA REGION 3495 PIEDMONT RD NE ATLANTA GA 30305 PC UNRESTRICTED 2500 NATIONAL COUNCIL OF JEWISH WOMEN 2055 L ST NW SUITE 650 WASHINGTON DC 20036 PC UNRESTRICTED 1000 BIRTHRIGHT ISRAEL FDN PO BOX 5892 HICKSVILLE NY 11802 PC UNRESTRICTED 3000 CLEVELAND CLINIC 9500 EUCLID AVE CLEVELAND OH 44195 PC UNRESTRICTED 5000 NATIONAL JEWISH HEALTH 1400 JACKSON ST DENVER CO 80206 PC UNRESTRICTED 5000 HILLELS OF GEORGIA 1100 SPRING STREET STE 810 ATLANTA GA 30309 PC UNRESTRICTED 6000 ADL 3490 PIEDMONT RD NE 610 ATLANTA GA 30305 PC UNRESTRICTED 7500 BREMAN HOME 3150 HOWELL MILL RD NW ATLANTA GA 30327 PC UNRESTRICTED 10000 CREATING CONNECTED COMMUNITY PO BOX 500247 ATLANTA GA 31150 PC UNRESTRICTED 10000 BACKPACK BUDDIES OF METRO ATLANTA 2480 JETT FERRY RD STE 520 DUNWOODY GA 30338 PC UNRESTRICTED 10000 CROHNS & COLITIS FDN OF AMERICA 733 THIRD AVENUE SUITE 510 NEW YORK NY 10017 PC UNRESTRICTED 11000 CAMP TWIN LAKES 1100 SPRING STREET STE 406 ATLANTA GA 30309 PC UNRESTRICTED 12500 JEWISH FAMILY & CAREER SERVICES 4549 CHAMBLEE-DUNWOODY ROAD DUNWOODY GA 30338 PC UNRESTRICTED 20500 THE WEBER SCHOOL 6751 ROSWELL RD NE ATLANTA GA 30328 PC UNRESTRICTED 25000 TEMPLE EMANU-EL 1580 SPALDING DR ATLANTA GA 30350 PC UNRESTRICTED 30000 MARCUS JCC ATLANTA 5342 TILLY MILLY ROAD ATLANTA GA 30338 PC UNRESTRICTED 35000 JEWISH FEDERATION OF GREATER ATLANTA 1440 SPRING ST NW ATLANTA GA 30309 PC UNRESTRICTED 193077 395327 0 14 22903 18 539953 0 562856 0 562856 0 0 0 0 0 0 0 0 0 0 X X 1 EDWIN ROTHBERG 2424 SPALDING DRIVE ATLANTA GA 30350 554656 X X 1 636 SHARES OF NVIDA 554656 2024-04-05 ACCOUNTANT 4463 4463 0 ROCKEFELLER AT COST 92738 136555 ARDENT FINANCIAL FUND III AT COST 46471 46469 COST BASIS ADJUSTMENT 529933 ARDENT FINANCIAL FUND - OTHER DEDUCTIONS 134 134 0 FEDERAL TAXES PAYABLE 2038 3345 INVESTMENT FEES 1059 1059 0 FOREIGN TAX PAID 38 38 0 FEDERAL TAXES 7745 0 0