2026-03-11T16:34:04-05:00 2025-12-31 582487348 APRIO ADVISORY GROUP LLC 2002 SUMMIT BOULEVARD SUITE 120 ATLANTA GA 30319 990PF 2025-01-01 863778397 HELEN A CARLOS FOUNDATION INC HELE 4048929651 75 14TH STREET NE 4440 ATLANTA GA 30309 HELEN A CARLOS PRESIDENT 4048929651 2026-03-04 1 STEVEN SPRINKLE P01276168 4048929651 2026-03-03 2025 2025-03-06 01:10:19Z X 3081972 X 43116 X 75058 75058 75058 44530 846459 44530 162704 119588 75058 0 0 0 0 2544 904 0 0 7530 7530 0 0 10074 8434 0 0 153250 153250 163324 8434 0 153250 -620 111154 75058 143220 97254 97254 2341438 2386784 2984718 2484658 2484038 3081972 0 0 X 0 0 0 0 2484658 2484038 2484658 2484038 2484658 2484038 2484658 -620 0 2484038 0 2484038 MERRILL LYNCH 02762 P 2025-01-01 2025-12-31 844725 801929 42796 42796 CAPITAL GAINS DIVIDENDS P 1734 1734 1734 44530 42796 1545 0 1545 0 1545 0 0 0 0 0 81 1626 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 0 0 0 1 N/A HELEN A CARLOS 4048929651 75 14TH STREET NE UNIT 4440 ATLANTA GA 30309 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HELEN A CARLOS 74 14TH STREET 4440 ATLANTA GA 30309 PRESIDENT 0.00 0 0 0 HELEN A CARLOS 75 14TH STREET 4440 ATLANTA GA 30309 TREASURER 0.00 0 0 0 RONALD L HILLIARD 75 14TH STREET 4440 ATLANTA GA 30309 SECRETARY 0.00 0 0 0 NONE 0 NONE 0 THE FOUNDATION DOES NOT HAVE ANY DIRECT CHARITABLE ACTIVITES. ALL CONTRIBUTIONS ARE MADE TO EXEMPT ORGANIZATIONS. 0 THE FOUNDATION DOES NOT HAVE ANY PROGRAM RELATED ACTIVITIES. 0 0 2792101 125280 0 2917381 0 0 2917381 43761 2873620 143681 143681 1545 1545 142136 0 142136 0 142136 153250 0 153250 142136 0 0 258493 283240 337881 879614 153250 0 0 0 142136 11114 0 0 890728 0 0 0 0 0 0 0 890728 258493 283240 337881 11114 X ALLEY CATS 7920 NORFOLK AVENUE SUITE 600 BETHESDA MD 208142525 NONE PC COMMUNITY SERVICE 1000 AMERICAN HELLENIC EDUCATIONAL PROGRESSIVE ASSOCIATION 1909 Q STREET WASHINGTON DC 20009 NONE PC RELIGIOUS 5000 ANNUCIATION CATHEDRAL 2500 CLAIRMONT RD NE ATLANTA GA 30329 NONE PC RELIGION 30000 ASPCA 424 EAST 92ND STREET NEW YORK NY 101286804 NONE PC COMMUNITY SERVICE 1000 ATLANTA COMMUNITY FOOD BANK 3400 N DESERT DR EAST POINT GA 30344 NONE PC COMMUNITY SERVICE 10000 ATLANTA HISTORY CENTER 130 W PACES FERRY RD NW ATLANTA GA 30305 NONE PC HISTORIC 2000 ATLANTA HUMANE SOCIETY 1551 PERRY BLVD NW ATLANTA GA 30318 NONE PC COMMUNITY SERVICE 2500 ATLANTA RONALD MCDONALD HOUSE 795 GATEWOOD RD NE ATLANTA GA 30329 NONE PC COMMUNITY SERVICE 1000 CHASTAIN HORSE PARK 4371 POWERS FERRY RD NW ATLANTA GA 30327 NONE PC COMMUNITY SERVICE 4000 CHRISTIAN CITY 1065 WALTHER BLVD NW LAWRENCEVILLE GA 30043 NONE PC RELIGIOUS 10000 EMPTY STOCKING FUND 693 HUMPHRIES ST SW ATLANTA GA 30310 NONE PC COMMUNITY SERVICE 2000 FAMILIES OF CHILDREN UNDER STRESS (FOCUS) 3825 PRESIDENTIAL PKWY 103 ATLANTA GA 30340 NONE PC COMMUNITY SERVICE 3500 GEORGIA CENTER FOR CHILD ADVOCACY 680 MURPHY AVE SW SUITE 5091 ATLANTA GA 30310 NONE PC COMMUNITY SERVICE 1750 HOLY TRANSFIGURATION GREEK ORTHODOX 3431 TRICKUM RD MARIETTA GA 30066 NONE PC RELIGIOUS 5000 MAKE A WISH 1775 THE EXCHANGE SE 200 ATLANTA GA 30339 NONE PC COMMUNITY SERVICE 5000 METROPOLIS OF ST PHILOPTOCHOS 245 VALENCIA ST SAN FRANCISCO CA 94103 NONE PC RELIGIOUS 5000 NATIONAL MS SOCIETY 950 EAST PACES FERRY RD NE ATLANTA GA 30326 NONE PC MEDICAL 1000 NORTH SHORE ANIMAL LEAGUE AMERICA 25 DAVIS AVENUE PORT WASHINGTON NY 11050 NONE PC COMMUNITY SERVICE 500 NSORO FOUNDATION 667 FAIRBURN RD ATLANTA GA 30331 NONE PC COMMUNITY SERVICE 1000 OPEN HAND 181 ARMOUR DR NE ATLANTA GA 30324 NONE PC COMMUNITY SERVICE 3500 PROJECT MEXICO PO BOX 120028 CHULA VISTA CA 91912 NONE PC COMMUNITY SERVICE 10000 SAINTS RAPHAEL NICHOLAS AND IRENE GREEK ORTHODOX CHURCH 1100 RIVIERE RD PALM HARBOR FL 34683 NONE PC RELIGIOUS 1000 ST BASIL'S 520 WEST ATLANTA STREET SE MARIETTA GA 30060 NONE PC RELIGIOUS 5000 ST PHOTIOS 41 ST GEORGE ST ST AUGUSTINE FL 32084 NONE PC RELIGIOUS 5000 ST JUDE 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PC MEDICAL 5000 USO 6000 N TERMINAL PARKWAY SUITE 320 ATLANTA GA 30320 NONE PC COMMUNITY SERVICE 1000 WOUNDED WARRIOR 1349 W PEACHTREE ST NE SUITE 1800 ATLANTA GA 30309 NONE PC COMMUNITY SERVICE 2500 LEADERSHIP 100 645 5TH AVE 403 NEW YORK NY 10022 NONE PC COMMUNITY SERVICE 2500 METROPOLIS OF ATLANTA 2480 CLAIRMONT RD ATLANTA GA 30329 NONE PC RELIGIOUS 25000 ELIZABETH DOLE FOUNDATION 1625 EYE STREET NW STE 725 WASHINGTON DC 20006 NONE PC COMMUNITY SERVICE 1000 MERCY SHIPS PO BOX 1930 GARDEN VALLEY TX 75771 NONE PC RELIGIOUS 500 153250 0 14 75058 18 44530 0 119588 0 119588 3 ALL INCOME FROM TEMPORARY INVESTMENTS AND OTHER INVESTMENTS ARE USED FOR CHARITABLE DONATIONS. 0 0 0 0 0 0 0 0 0 0 X 1 HELEN A CARLOS 75 14TH STREET ST NO 4440 ATLANTA GA 30309 76 X MERRILL LYNCH AT COST 2386784 2984718 INVESTMENT ACCOUNT FEE 7490 7490 0 0 STATE FILING FEE 40 40 0 0 FEDERAL TAXES 1640 0 0 0 FOREIGN TAXES 904 904 0 0