2025-06-05T12:27:36-05:00 2024-12-31 382706146 YEO & YEO PC 880 W Long Lake Road Suite 400 Troy MI 48098 990PF 2024-01-01 203650410 Richard and Susan Dugas Family Foundation RICH 2484250465 4253 East Brookhaven Dr NE Atlanta GA 30319 Richard Dugas President/ Treasurer 2484250465 2025-05-28 1 1 Tammy J Moncrief P00368864 2482390900 2025-05-28 2024 2025-03-06 01:10:19Z X 4179103 X X 32876 32876 98393 98393 126772 661928 126772 1831 1831 259872 259872 0 0 0 23405 23405 0 557 557 0 23962 23962 0 323480 323480 347442 23962 323480 -87570 235910 519048 11515 11515 2559991 2661805 3055326 798185 598737 593546 0 513344 513344 7536 5372 5372 3884760 3790773 4179103 26564 20147 26564 20147 X 0 0 0 0 3858196 3770626 3858196 3770626 3884760 3790773 3858196 -87570 0 3770626 0 3770626 Cap Gain Distributions P 51409 51409 51409 GM FINL SP 2018-06-04 2024-04-15 100000 99100 900 900 GS GNRC 2022-03-30 2024-04-04 20480 50000 -29520 -29520 JPM TER 2022-02-08 2024-02-13 50000 50000 0 0 Doubleln Cor FXD 2024-08-23 2024-12-17 7500 7695 -195 -195 Stifel x8164 LT 432539 328361 104178 104178 126772 3279 0 3279 0 3279 1313 0 5500 0 6813 0 3534 3534 0 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 0 0 1 N/A Yeo Yeo CPAs Advisors 2482390900 880 W Long Lake Troy MI 48098 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Richard J Dugas Jr 4253 East Brookhaven Dr NE Atlanta GA 30319 President/ Treasurer 0.00 0 0 0 Susan O Dugas 4253 East Brookhaven Dr NE Atlanta GA 30319 Secretary 0.00 0 0 0 Lauren C Dugas 4253 East Brookhaven Dr NE Atlanta GA 30319 Trustee 0.00 0 0 0 NONE 0 NONE 0 0 3818794 224860 0 4043654 0 0 4043654 60655 3982999 199150 199150 3279 3279 195871 0 195871 0 195871 323480 0 323480 195871 0 0 81364 85242 127444 119529 120429 534008 323480 0 0 0 195871 127609 0 0 661617 0 0 0 0 0 0 81364 580253 85242 127444 119529 120429 127609 X 3DE By Junior Achievement 275 Northside Drive NW Atlanta GA 30314 None PC Charitable 10000 Atlanta Ronald McDonald House 795 Gatewood Rd Atlanta GA 30329 None PC Charitable 10000 Bakhita Charities for Southern Afr 1480 Barrwood Trail Oxford MI 48371 None PC Charitable 10000 Camp Twin Lakes 1100 Spring Street Atlanta GA 30309 None PC Charitable 10000 Champions Community Foundation 9820 Nesbit Ferry Rd Johns Creek GA 30022 None PC Charitable 1000 Children's Healthcare 1577 NE Expressway Atlanta GA 30329 None PC Charitable 200000 Kaleidoscope Child Foundation 2470 Pine Cove Dr Tucker GA 30084 None PC Charitable 15000 Kaleidoscope Child Foundation 2470 Pine Cove Dr Tucker GA 30084 None PC Charitable 10000 Knights of Columbus 1 Columbus Plaza New Haven CT 06510 None PC Charitable 1000 LSU Alumni Associations 3838 West Lakeshore Dr Baton Rogue LA 70808 None PC Charitable 10000 MANNA Food Bank 99 Broadpointe Dr Mills River NC 28759 None PC Charitable 5000 Mission Take Heart PO Box 177 Old Bethpage NY 11804 None PC Charitable 10000 OLA Catholic Church 1350 Hearst Dr Atlanta GA 30319 None PC Charitable 20000 Pan Mass Challenge 77 4th Ave Needham MA 02494 None PC Charitable 1000 Unbound 1 Elmwood Ave Kansas City KS 66103 None PC Charitable 480 Westside Future Fund PO Box 92273 Atlanta GA 30314 None PC Charitable 10000 323480 0 14 32876 14 98393 19 1831 18 126772 0 259872 0 259872 0 0 0 0 0 0 0 0 0 0 Fixed Income 598737 593546 Equities 808408 1101830 Mutual Funds 1853397 1953496 Smart Rate Program AT COST 513344 513344 Deposit in Transit 7536 5372 5372 Contract Fees 1831 1831 1831 Nondividend Distributions 26564 20147 Adisory Fees 23405 23405 0 Foreign Taxes 557 557 0