2025-02-12T12:13:36-06:00 2024-12-31 994625061 CRI ADVISORS LLC 4004 SUMMIT BLVD NE SUITE 800 ATLANTA GA 30319 990PF 2024-01-01 471668346 ROY AND JANET DORSEY FOUNDATION INC ROYA 4048421870 3414 PEACHTREE ROAD NE 722 ATLANTA GA 30326 LARRY HOOKS CHAIR 4048421870 2025-02-11 1 0 STANLEY M SMITH II P00319916 7703948000 2025-02-11 2024 2025-03-06 01:10:19Z X 13347306 X X 1171 1171 270455 270455 -223219 352739 0 48407 271626 0 0 0 2495 1248 1247 96555 78012 18543 5282 2080 0 90 45 45 104422 81385 19835 506360 506360 610782 81385 526195 -562375 190241 118598 118598 118598 7285925 6723550 13228708 7404523 6842148 13347306 0 0 X 0 0 0 0 7404523 6842148 7404523 6842148 7404523 6842148 7404523 -562375 0 6842148 0 6842148 CHARLES SCHWAB 2015-04-22 2024-09-30 352739 575958 -223219 -223219 -223219 2644 0 2644 0 2644 9000 0 0 0 9000 0 6356 6356 0 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 0 0 0 1 N/A LARRY B HOOKS 4048421870 3414 PEACHTREE ROAD NE SUITE 722 ATLANTA GA 30326 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LARRY B HOOKS 3414 PEACHTREE RDNE STE 722 ATLANTA GA 30326 CHAIR 1.00 0 0 0 R COTTEN ALSTON III 3414 PEACHTREE RDNE STE 722 ATLANTA GA 30326 VICE-CHAIR 1.00 0 0 0 POLLY ORR BATES 3414 PEACHTREE RDNE STE 722 ATLANTA GA 30326 VICE-CHAIR 1.00 0 0 0 JOSEPHINE C PHELPS 3414 PEACHTREE RDNE STE 722 ATLANTA GA 30326 SECRETARY/TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 12526938 118601 0 12645539 0 0 12645539 189683 12455856 622793 622793 2644 2644 620149 0 620149 0 620149 526195 0 526195 620149 506143 0 0 526195 506143 0 0 20052 0 0 0 0 0 0 0 0 600097 0 0 0 X AMERICAN TRUST FOR OXFORD 330 MADISON AVE NEW YORK NY 10017 N/A OTHER PUBLIC CHARITY ORIEL COLLEGE 27000 ATLANTA CLASSICAL ACADEMY 3260 NORTHSIDE DR ATLANTA GA 30303 N/A SCHOOL GENERAL OPERATIONS 50000 ATLANTA MASTER CHORALE PO BOX 133201 ATLANTA GA 30033 N/A OTHER PUBLIC CHARITY GENERAL OPERATIONS 3000 ATLANTA WILD ANIMAL RESCUE EFFORT INC 4158 KLONDIKE RD LITHONIA GA 30038 N/A OTHER PUBLIC CHARITY GENERAL OPERATIONS 5000 BREVARD MUSIC CENTER 349 ADANTE LANE BREVARD NC 28712 N/A SCHOOL GENERAL OPERATIONS 10000 CENTER FOR PUPPETRY ARTS 1404 SPRING STREET ATLANTA GA 30309 N/A OTHER PUBLIC CHARITY GENERAL OPERATIONS 2000 CHATTAHOOCHEE RIVERKEEPER 916 JOSEPH E LOWERY BLVD NW ATLANTA GA 30318 N/A OTHER PUBLIC CHARITY GENERAL OPERATIONS 10000 CLAYTON STATE UNIVERSITY FOUNDATION 2000 CLAYTON STATE UNIVERSITY BLVD MORROW GA 30260 N/A SCHOOL SUPPORT FOR SPIVEY HALL 10000 CROSSROADS COMMUNITY MINISTRIES 420 COURTLAND ST NE ATLANTA GA 30308 N/A CHURCH GENERAL OPERATIONS 7000 DAVIDSON COLLEGE 405 N MAIN ST DAVIDSON NC 28035 N/A SCHOOL DAVIDSON CLASS OF 1967 5000 EPISCOPAL HIGH SCHOOL 1200 NORTH QUAKER LANE ALEXANDRIA VA 22302 N/A SCHOOL GENERAL OPERATIONS 13000 FORWARD ARTS FOUNDATION 3130 SLATON DR NW ATLANTA GA 30305 N/A OTHER PUBLIC CHARITY GENERAL OPERATIONS 4000 GEORGIA TRUST FOR HISTORIC PRESERVATION 1561 PEACHTREE STREET NW ATLANTA GA 30309 N/A OTHER PUBLIC CHARITY GENERAL OPERATIONS 15000 GOLDEN ISLE YOUTH ORCHESTRA PO BOX 603 BRUNSWICK GA 31521 N/A OTHER PUBLIC CHARITY GENERAL OPERATIONS 13000 GRANDFATHER MOUNTAIN STEWARDSHIP FOUNDATION PO BOX 129 LINVILLE NC 28646 N/A OTHER PUBLIC CHARITY GENERAL OPERATIONS 10000 HISTORIC OAKLAND FOUNDATION 248 OAKLAND AVE SE ATLANTA GA 30312 N/A OTHER PUBLIC CHARITY GENERAL OPERATIONS 10000 LAKEVIEW ACADEMY 796 LAKEVIEW DR GAINESVILLE GA 30501 N/A SCHOOL GENERAL OPERATIONS 50000 LEADING THE WAY P O BOX 20100 ATLANTA GA 30325 N/A OTHER PUBLIC CHARITY RADIO AND TELEVISION BROADCAST 5000 LIFECYCLE BUILDING CENTER 1116 MURPHY AVENUE SW ATLANTA GA 30310 N/A OTHER PUBLIC CHARITY GENERAL OPERATIONS 4000 LIVE-THRIVE INC AKA CHARM RECYCLING FOUNDATION 3901 WHITTINGTON DR ATLANTA GA 30342 N/A OTHER PUBLIC CHARITY GENERAL OPERATIONS 4000 METROPOLITAN OPERA ASSOCIATION 30 LINCOLN CENTER PLAZA NEW YORK NY 10023 N/A OTHER PUBLIC CHARITY GENERAL OPERATIONS 10000 MUSEUM OF CONTEMPORARY ART OF GEORGIA 75 BENNETT STREET NW ATLANTA GA 30309 N/A OTHER PUBLIC CHARITY GENERAL OPERATIONS 16000 NO LONGER BOUND 2725 PINE GROVE RD CUMMING GA 30041 N/A OTHER PUBLIC CHARITY GENERAL OPERATIONS 5000 OSSABAW ISLAND FOUNDATION 305 FAHM ST SAVANNAH GA 31401 N/A OTHER PUBLIC CHARITY GENERAL OPERATIONS 4000 PHILANTHROPY SOUTHEAST 100 PEACHTREE ST NW STE 2080 ATLANTA GA 30303 N/A OTHER PUBLIC CHARITY GENERAL OPERATIONS 1360 SHEPHERD CENTER 2020 PEACHTREE RD NW ATLANTA GA 30309 N/A OTHER PUBLIC CHARITY GENERAL OPERATIONS 25000 ST LUKE'S EPISCOPAL CHURCH 435 PEACHTREE STREET ATLANTA GA 30308 N/A CHURCH CHURCH RENOVATIONS 30000 TERMINUS MODERN BALLET THEATRE 75 BENNETT ST NW STE A-2 ATLANTA GA 30309 N/A OTHER PUBLIC CHARITY GENERAL OPERATIONS 2000 THE ATLANTA HISTORY CENTER 130 WEST PACES FERRY ROAD NW ATLANTA GA 30305 N/A OTHER PUBLIC CHARITY BUILDING CAMPAIGN 11000 THE ATLANTA OPERA 1575 NORTHSIDE DRIVE NW BUILDING 300 SUITE 350 ATLANTA GA 30318 N/A OTHER PUBLIC CHARITY GENERAL OPERATIONS 35000 THE ATLANTA SYMPHONY ORCHESTRA 1280 PEACHTREE STREET SUITE 4070 ATLANTA GA 30309 N/A OTHER PUBLIC CHARITY GENERAL OPERATIONS 35000 THE CHILDREN'S SCHOOL 345 10TH ST NE ATLANTA GA 30309 N/A SCHOOL GENERAL OPERATIONS 5000 THE HOWARD SCHOOL 1192 FOSTER ST NW ATLANTA GA 30318 N/A SCHOOL GENERAL OPERATIONS 7000 THE LIONHEART LIFE CENTER 225 ROSWELL STREET ALPHARETTA GA 30009 N/A SCHOOL GENERAL OPERATIONS 10000 THE PAIDEIA SCHOOL 1509 S PONCE DE LEON AVE NE ATLANTA GA 30307 N/A SCHOOL GENERAL OPERATIONS 7000 THE SUNSHINE HOUSE REGIONAL CHILDREN'S ADVOCACY CENTER 328 WEST MAIN STREET SWAINSBORO GA 30401 N/A OTHER PUBLIC CHARITY GENERAL OPERATIONS 20000 UNIVERSITY OF GEORGIA FOUNDATION 394 S MILLEDGE AVE STE 100 ATHENS GA 30602 N/A SCHOOL HODGSON EDGE MUSIC FUND 6000 UNIVERSITY OF GEORGIA FOUNDATION 394 S MILLEDGE AVE STE 100 ATHENS GA 30602 N/A SCHOOL TERRY COLLEGE OF BUSINESS & GRADY SCHOOL OF JOURNALISM 10000 ATLANTA BOTANICAL GARDEN 4345 PIEDMONT ROAD NE ATLANTA GA 30309 N/A OTHER PUBLIC CHARITY CAPITAL CAMPAIGN 10000 506360 0 14 1171 14 270455 18 -223219 0 48407 0 48407 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2495 1248 1247 INVESTMENTS - COMMON STOCK 6723550 13228708 OTHER MISCELLANEOUS EXPENSES 90 45 45 AGENT FEES 37087 18544 18543 INVESTMENT MANAGEMENT FEES 59468 59468 0 FOREIGN TAXES PAID 2080 2080 0 FEDERAL INCOME TAX 3202 0 0