2025-11-14T10:00:44-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 3740 DAVINCI COURT SUITE 400 PEACHTREE CORNERS GA 30092 990PF 2024-01-01 208075941 WILLIAM JOSEF FOUNDATION INC WILL 8557392921 2900 CHAMBLEE TUCKER RD BUILDING 1 ATLANTA GA 30341 SCOTT SATTERWHITE PRESIDENT 8557392921 2025-11-13 1 0 ANNA DAVIS P00662840 7702460793 2025-11-12 2024 2025-03-06 01:10:19Z X 73213060 X 4133206 1254657 1254657 4728405 31739404 4958713 -22858 -22858 10093410 6190512 96087 0 0 2675 0 0 5500 5500 0 383573 381262 0 113165 28165 0 12000 0 0 3264 0 0 616264 414927 0 2970000 2970000 3586264 414927 2970000 6507146 5775585 1635141 2650000 2650000 874050 953423 888201 28890078 32389252 49139081 9760063 8979073 8847575 5023300 5479102 5695269 1178094 3417022 5992934 47360726 53867872 73213060 0 0 X 47360726 53867872 0 0 0 0 47360726 53867872 47360726 53867872 47360726 6507146 0 53867872 0 53867872 PUBLICLY TRADED SECURITIES 31694640 26780691 4913949 4913949 CAPITAL GAINS DIVIDENDS P 44764 44764 44764 4958713 80281 0 80281 0 80281 84183 0 65000 0 149183 0 68902 68902 0 0 0 0 0 0 0 0 0 0 0 0 1 GA 1 0 0 0 0 1 N/A WELLS FARGO BANK NA 8557392921 100 NORTH MAIN STREET WINSTON SALEM NC 27101 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCOTT SATTERWHITE 235 WILLOW LANE DECATUR GA 30030 PRESIDENT 0.00 0 0 0 ROSWELL SATTERWHITE 2900 CHAMBLEE TUCKER ROAD ATLANTA GA 30341 PROGRAM MANAGER 40.00 96087 2675 0 NONE 0 NONE 0 CARINGWORKS PROMISSORY NOTE WITH A 3% NOTE PAYABLE QUARTERLY. PRINCIPAL DUE 6/6/2026. 500000 PARTNERS FOR HOME PROMISSORY NOTES WITH A 2% NOTE PAYABLE QUARTERLY. PRINCIPAL DUE 12/15/2025. 500000 500000 1500000 63376258 1451333 0 64827591 0 0 64827591 972414 63855177 3192759 3192759 80281 80281 3112478 0 3112478 0 3112478 2970000 1000000 3970000 3112478 0 0 613547 110275 385726 871841 1981389 3970000 0 0 0 3112478 857522 0 0 2838911 0 0 0 0 0 0 0 2838911 613547 110275 385726 871841 857522 SCOTT SATTERWHITE X ABUNDANT HOUSING ATLANTA 2585 GRESHAM RD SE ATLANTA GA 30316 NONE PC UNRESTRICTED OPERATING 40000 ATLANTA LAND TRUST 3235 PEACHTREE RD 330 ATLANTA GA 30305 NONE PC GENERAL FUND 100000 ATLANTA NEIGHBORHOOD DEVELOPMENT PARTNERSHIP 229 PEACHTREE ST NE 705 ATLANTA GA 30303 NONE PC GENERAL FUND 150000 CENTER FOR EMPLOYMENT OPPORTUNITES 50 MILK STREET 16TH FLOOR BOSTON MA 02109 NONE PC GENERAL FUND 75000 CENTRAL OUTREACH AND ADVOCACY CENTER 201 WASHINGTON ST SW ATLANTA GA 30303 NONE PC GENERAL FUND 40000 COMMON MARKET GEORGIA 1050 OAKLEIGH DRIVE EAST POINT GA 30344 NONE PC UNRESTRICTED OPERATING 150000 COMMUNITY FOUNDATION OF GREATER ATLANTA 191 PEACHTREE ST NE 1000 ATLANTA GA 30303 NONE PC GENERAL FUND 65000 CORPORATION FOR SUPPORTIVE HOUSING 55 BROADWAY 10TH FLOOR NEW YORK NY 10006 NONE PC GENERAL FUND 85000 FOCUSED COMMUNITY STRATEGIES 1297 MCDONOUGH BLVD SE ATLANTA GA 30315 NONE PC CAPITAL CAMPAIGN 75000 GEORGIA ADVANCING COMMUNITIES TOGETHER 250 GEORGIA AVENUE ATLANTA GA 30312 NONE PC GENERAL FUND 75000 GEORGIA BUDGET & POLICY INSTITUTE 50 HURT PLAZA SE ATLANTA GA 30303 NONE PC GENERAL FUND 100000 GEORGIA INNOCENCE PROJECT 50 HURT PLAZA SE SUITE 350 ATLANTA GA 30303 NONE PC GENERAL FUND 50000 GEORGIA INTERFAITH PUBLIC POLICY CENTER PO BOX 15528 ATLANTA GA 30333 NONE PC GENERAL FUND 25000 GEORGIA JUSTICE PROJECT 438 EDGEWOOD SE ATLANTA GA 30312 NONE PC GENERAL FUND 100000 GEORGIA WORKS 275 PRYOR ST SW ATLANTA GA 30303 N/A PC RESTRICTED PROJECT GRANT 150000 GIDEON'S PROMISE 101 MARIETTA STREET ATLANTA GA 30303 NONE PC GENERAL FUND 100000 GLOBAL GROWERS NETWORK 500 S COLUMBIA DR DECATUR GA 30030 NONE PC GENERAL FUND 100000 GSU HEALTH POLICY CENTERARCHI 55 PARK PL NE FL 8 ATLANTA GA 30303 NONE PC GENERAL FUND 125000 HEALING COMMUNITY CENTER 3915 CASCADE RD SUITE T-90 ATLANTA GA 30331 NONE PC GENERAL FUND 50000 HOPE ATLANTA 458 PONCE DE LEON AVE NE ATLANTA GA 30308 NONE PC GENERAL FUND 125000 INTOWN CARES 1026 PONCE DE LEON AVE NE ATLANTA GA 30306 NONE PC GENERAL FUND 150000 LATINO COMMUNITY FUND 50 HURT PLAZA SE ATLANTA GA 30303 NONE PC GENERAL FUND 125000 LOVE BEYOND WALLS 3270 EAST MAIN STREET COLLEGE PARK GA 30337 NONE PC GENERAL FUND 90000 OPEN DOORS INC 321 W HILL STREET DECATUR GA 30030 NONE PC GENERAL FUND 175000 PARTNERS FOR HOME 275 PRYOR STREET SW ATLANTA GA 30303 NONE PC GENERAL FUND 125000 POLICING ALTERNATIVEDIVERSION INITIATIVE 236 FORSYTH ST SW 500 ATLANTA GA 30303 NONE PC RESTRICTED TO PRE-ACCUSAL DIVERSION PILOT 25000 SALVATION ARMY 400 LUCKIE ST NW ATLANTA GA 30313 NONE PC GENERAL FUND 150000 SOUTHERN CENTER FOR HUMAN RIGHTS 83 POPLAR STREET NW ATLANTA GA 30303 NONE PC GENERAL FUND 75000 THE EXTENSION PO BOX 793 MARIETTA GA 30061 NONE PC GENRAL FUND 50000 UNITED WAY OF GREATER ATLANTA 40 COURTLAND ST NE 300 ATLANTA GA 30303 NONE PC GENERAL FUND 125000 URBAN OAK SUITE A-119 ATLANTA GA 30310 NONE PC GENERAL FUND 50000 WOMEN ON THE RISE 1001 VIRGINIA AVE HAPEVILLE GA 30354 NONE PC GENERAL FUND 50000 2970000 0 14 1254657 18 4728405 PARTNERSHIP INCOME/LOSS 14 -40437 CARINGWORKS 14 11134 NATURAL CAPITAL INVESTMENT FUND 14 5000 ATLANTA PAD 14 1445 0 5960204 0 5960204 0 0 0 0 0 0 0 0 0 0 X X 1 SCOTT C SATTERWHITE 235 WILLOW LANE DECATUR GA 30030 1894278 X 2 SCOTT C SATTERWHITE 235 WILLOW LANE DECATUR GA 30030 2238928 X 1 5,800 SHS OF TAIWAN SEMICONDUCTOR CORP: $789,786; 1,200 SHS OF LAM RESEARCH CORP : $1,104,492 1894278 2024-03-15 2 NWM LIFE INSURANCE POLICIES: #10217379; #9395550; #16019602 2238928 2024-01-08 ACCOUNTING FEES 5500 5500 0 GOATL ECONOMIC INCLUSION FUND 4.5% ACCRUAL NOTE DUE IN 10-12 YEARS; ISSUED IN 2023 500000 CORPORATE BONDS 8979073 8847575 CORPORATE STOCK 32389252 49139081 953423 888201 0 0 REAL ASSETS AT COST 2707059 3195269 CENTER CREEK HOUSING FUND - MRI AT COST 772043 500000 PARTNER COMMUNITY CAPITAL NOTE - MRI AT COST 250000 250000 GOATL ECONOMIC INCLUSION FUND NOTE - PRI AT COST 500000 500000 CARING WORKS NOTE - PRI AT COST 500000 500000 PARTNERS FOR HOME NOTE - PRI AT COST 500000 500000 SELF HELP CREDIT UNION - MRI AT COST 250000 250000 ALTERNATIVE INVESTMENTS 1178094 1178094 1627194 LIFE INSURANCE POLICIES 0 2238928 4365740 SUBSCRIPTIONS AND MEMBERSHIPS 3264 0 0 PARTNERSHIP INCOME/LOSS -40437 -40437 -40437 CARINGWORKS 11134 11134 11134 NATURAL CAPITAL INVESTMENT FUND 5000 5000 5000 ATLANTA PAD 1445 1445 1445 MANAGEMENT FEES 381262 381262 0 PAYROLL FEES 2311 0 0 US TAXES 85000 0 0 FOREIGN TAXES 28165 28165 0