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COM P 2020-04-03 2024-01-16 64842 32933 31909 31909 303 SHS UNION PAC CORP COM P 2011-06-07 2024-01-16 71784 15283 56501 56501 437 SHS XCEL ENERGY INC COM P 2021-02-05 2024-01-16 26774 27890 -1116 -1116 6,100 SHS ABBOTT LABORATORIES P 1999-01-14 2024-09-04 701480 71182 630298 630298 6,538 SHS ELANCO ANIMAL HEALTH INC COM P 1987-01-01 2024-04-10 96286 13795 82491 82491 4,163.439 SHS ARTISAN DEVELOPING WORLD FD ADVISOR CL P 2020-12-16 2024-09-10 80563 107500 -26937 -26937 38,731.455 SHS DFA GLOBAL REAL ESTATE SEC PORTFOLIO P 2020-12-16 2024-05-30 377234 412500 -35266 -35266 20,103.151 SHS GMO RESOURCES FUND I P 2019-04-10 2024-05-30 460161 447500 12661 12661 RS GLOBAL PRIVATE EQUITY P 2024-01-01 2024-12-31 83 83 83 RS GLOBAL PRIVATE EQUITY P 2024-01-01 2024-12-31 6401 6401 6401 RS MIDDLE MARKET BUYOUT FUND P 2024-01-01 2024-12-31 56923 56923 56923 RS MIDDLE MARKET BUYOUT FUND P 2024-01-01 2024-12-31 60029 60029 60029 BAXTER STREET II P 2024-01-01 2024-12-31 233196 233196 233196 BAXTER STREET II P 2024-01-01 2024-12-31 139120 139120 139120 CAPITAL GAINS DIVIDENDS P 38742 38742 38742 1560717 25996 0 25996 0 25996 25253 0 30000 0 55253 0 29257 29257 0 0 0 0 0 0 0 0 0 1 1 0 1 1 IN 1 0 0 0 0 1 N/A N CATHERINE BRYSON 3105922382 7923 MORROW MILL ROAD CHAPEL HILL NC 27516 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 VAUGHN D BRYSON 441 WEST BARBEE CHAPEL ROAD CHAPEL HILL NC 27517 TREASURER 2.00 0 0 0 NANCY F BRYSON 441 WEST BARBEE CHAPEL ROAD CHAPEL HILL NC 27517 SECRETARY 0.00 0 0 0 WILLIAM D BRYSON 14328 NE 199TH STREET WALDO FL 32694 DIRECTOR 0.00 0 0 0 JEFFREY H THOMASSON 1171 N MERDIAN ST SUITE 600 CARMEL IN 46032 DIRECTOR 0.00 0 0 0 N CATHERINE BRYSON 7923 MORROW MILL ROAD CHAPEL HILL NC 27516 PRESIDENT 5.00 0 0 0 NONE 0 NONE 0 CONTRIBUTED TO VARIOUS CHARITABLE ORGANIZATIONS 0 0 36145479 47069 0 36192548 0 0 36192548 542888 35649660 1782483 1782483 25996 4630 30626 1751857 0 1751857 0 1751857 2135250 0 2135250 1751857 0 0 323378 90910 47985 462273 2135250 0 0 0 1751857 383393 0 0 845666 0 0 0 0 0 0 0 845666 323378 90910 47985 383393 X ALACHUA CONSERVATION TRUST 7204 SE COUNTY ROAD 234 GAINESVILLE FL 32641 NONE 501(C)(3) UNRESTRICTED 15000 ALACHUA HABITAT FOR HUMANITY 2610 NW 43RD ST SUITE 2B GAINESVILLE FL 32606 NONE 501(C)(3) UNRESTRICTED 2000 BERRY COLLEGE 2277 MARTHA BERRY HIGHWAY NW MOUNT BERRY GA 30149 NONE 501(C)(3) UNRESTRICTED 1000000 BLUE RIDGE PARKWAY FOUNDATION 717 S MARSHALL STREET SUITE 105B WINSTON SALEM NC 27101 NONE 501(C)(3) UNRESTRICTED 5000 BREAD OF THE MIGHTY 325 NW 10TH AVENUE GAINESVILLE FL 32601 NONE 501(C)(3) UNRESTRICTED 2500 CAMP DUDLEY 1074 EAGLES NEST RD DUDLEY NC 28333 NONE 501(C)(3) UNRESTRICTED 1000 CAROLINA FOR KIBERA 301 PITTSBORO STREET CHAPEL HILL NC 275995145 NONE 501(C)(3) UNRESTRICTED 6000 CONSTELLATION CHARTER 14450 NE 148TH AVE WALDO FL 32694 NONE 501(C)(3) UNRESTRICTED 5000 FAMILY PROMISE 229 SW 5TH STREET GAINESVILLE FL 32601 NONE 501(C)(3) UNRESTRICTED 2000 FLORIDA MUSEUM OF NATURAL HISTORY 3215 HULL ROAD GAINESVILLE FL 32611 NONE 501(C)(3) UNRESTRICTED 1000 FRIENDS OF ST JOSEPH STATE PARKS PO BOX 1285 PORT ST JOE FL 32457 NONE 501(C)(3) UNRESTRICTED 5000 GRACE MARKETPLACE 3055 NE 28TH DRIVE GAINESVILLE FL 32609 NONE 501(C)(3) UNRESTRICTED 3000 HABITAT FOR HUMANITY ORANGE COUNTY 88 VILCOM CENTER DRIVE SUITE L110 CHAPEL HILL NC 27514 NONE 501(C)(3) UNRESTRICTED 5000 HARN MUSEUM 3259 HULL ROAD GAINESVILLE FL 32611 NONE 501(C)(3) UNRESTRICTED 5000 HIGHER ED WORKS P O BOX 10463 RALEIGH NC 27605 NONE 501(C)(3) UNRESTRICTED 10000 HIPPODROME 25 SE 2ND PLACE GAINESVILLE FL 32601 NONE 501(C)(3) UNRESTRICTED 5000 INTER FAITH COUNCIL 100 W ROSEMARY STREET CHAPEL HILL NC 27516 NONE 501(C)(3) UNRESTRICTED 3000 MPS SOCIETY 4220 APEX HWY DURHAM NC 27713 NONE 501(C)(3) UNRESTRICTED 10000 NO 9 PRODUCTIONS P O BOX 13891 GAINESVILLE FL 32604 NONE 501(C)(3) UNRESTRICTED 10000 PHILLIPS CENTER 3201 HULL ROAD GAINESVILLE FL 32611 NONE 501(C)(3) UNRESTRICTED 5000 RIVER PHOENIX CENTER FOR PEACEMAKING 2603 NW 13TH STREET GAINESVILLE FL 32609 NONE 501(C)(3) UNRESTRICTED 5000 SECU FAMILY HOUSE 123 OLD MASON FARM ROAD CHAPEL HILL NC 27517 NONE 501(C)(3) UNRESTRICTED 3000 ST FRANCIS HOUSE 413 S MAIN STREET GAINESVILLE FL 32601 NONE 501(C)(3) UNRESTRICTED 2500 TRANSPLANTING TRADITIONS 2912 JONES FERRY ROAD CHAPEL HILL NC 27516 NONE 501(C)(3) UNRESTRICTED 2000 UNC CHAPEL HILL CHAPEL HILL CHAPEL HILL NC 27514 NONE 501(C)(3) UNRESTRICTED 1000000 UNITED WAY NORTH CENTRAL FLORIDA 6031 NW 1ST PLACE GAINESVILLE FL 32607 NONE 501(C)(3) UNRESTRICTED 5000 WORKING FOOD 219 NW 10TH AVE GAINESVILLE FL 32601 NONE 501(C)(3) UNRESTRICTED 3000 WUFT P O BOX 118405 GAINESVILLE FL 32611 NONE 501(C)(3) UNRESTRICTED 500 WUNC 120 FRIDAY CENTER DRIVE CHAPEL HILL NC 27517 NONE 501(C)(3) UNRESTRICTED 500 PRAIRIE CREEK CONSERVATION CEMETARY 7204 SE COUNTY ROAD 234 GAINESVILLE FL 32641 NONE 501(C)(3) UNRESTRICTED 5000 2127000 0 14 451935 14 5226 18 1560717 0 2017878 0 2017878 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 20625 12375 8250 CARRILLION R3EAM CORE PLUS 919021 821636 DFA US LARGE CAP VALUE 353500 469384 DODGE & COX INCOME 941662 864370 ELI LILLY & CO 546116 24558092 GMO OPPORTUNISTIC INCOME 259000 245545 JP MORGAN INFATION BD SELECT 252727 246308 MMKT FIDELITY 6124 340048 340048 MMKT FIDELITY 6125 42394 42394 PZENA EMERGING MKTS 314344 317769 REGENT STREET PARTNERSHIP INVESTMENTS 1167483 1167483 VANGUARD 500 INDEX ADMIRAL 400000 817092 VANGUARD TOTAL STOCK MARKET INDEX 1310000 2166855 KOPERNIK GLOBAL ALL CAP FUND INSTL 408500 314549 TILE REDI MAYFAIR 150481 150481 AMERICAN CENTURY ETF 207992 239877 ETF SER SELOUTIONS DISTILLATE US 239022 286263 ARGA INTERNATIONAL VALUE INSTL 705500 637586 GOLDMAN SACHS GQG PARTNERS INTL OPP 640000 545264 GMO RESOURCES FUND I 227000 214381 LAZARD GLOBAL LISTED INFRASTRUCTURE 227000 217048 LISTED FD TR HORIZON KINETICS 226365 241998 POLAR CAPITAL EMERGING MARKETS STARS 338000 342225 FINAL DISTRIBUTION DUE FROM BAXTER STREET II 0 44803 44803 INVESTMENT FEES 69325 69325 0 INVESTMENT EXPENSES - RS GLOBAL PRIVATE EQUITY 1756 1756 0 INVESTMENT EXPENSES - RS MIDDLE MARKET 7027 7027 0 INVESTMENT EXPENSES - BAXTER STREET FUND II 4573 4573 0 INVESTMENT EXPENSES - REGENT STREET CONSUMER BUYOUT FUND M 2021-2 24211 24211 0 TILE REDI MAYFAIR 13076 13076 0 OTHER EXPENSES 6233 6233 0 REGENT STREET CONSUMER BUYOUT FUND M 2021-2 1231 LOSS 1453 1453 0 REGENT STREET CONSUMER BUYOUT FUND M 2021-2 ORDINARY LOSS PLUS NDE 723 723 0 NON DIVIDEND DISTRIBUTIONS 35 35 35 REGENT STREET GLOBAL PRIVATE EQUITY WP, LLC 5191 5191 5191 FOREIGN TAXES WITHHELD - FIDELITY 6075 6075 0 FOREIGN TAXES WITHHELD - K-1 860 860 0