2026-03-23T09:49:47-05:00 2025-12-31 582487348 APRIO ADVISORY GROUP LLC 2002 SUMMIT BOULEVARD SUITE 120 ATLANTA GA 30319 990PF 2025-01-01 582166389 ROSENBERG FAMILY FOUNDATION INC ROSE 4046969440 ONE NATIONAL DRIVE ATLANTA GA 303361631 H JEROME ROSENBERG PRESIDENT 4046969440 2026-03-15 1 STEVEN SPRINKLE P01276168 4048929651 2026-03-15 2025 2025-03-06 01:10:19Z X 13324076 X 800000 249069 249069 2314979 8751669 2314979 3364048 2564048 0 0 0 47844 47844 0 36561 14344 0 84405 62188 0 1601510 1601510 1685915 62188 1601510 1678133 2501860 2097 2093 2093 556479 848429 848429 6894001 8312581 11605656 867898 867898 867898 8320475 10031001 13324076 22058 49941 22058 49941 X 8298417 9981060 8298417 9981060 8320475 10031001 8298417 1678133 4527 9981077 17 9981060 CHARLES SCHWAB P 8751669 6436644 2315025 2315025 PTP SECTION 1231 P 46 -46 -46 2314979 34776 0 34776 0 34776 12559 0 0 0 12559 0 22217 0 0 0 0 0 0 0 0 1 1 0 1 1 GA 1 0 1 0 0 0 N/A H JEROME ROSENBERG 4046969440 ONE NATIONAL DRIVE ATLANTA GA 303361631 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 H JEROME ROSENBERG III ONE NATIONAL DRIVE ATLANTA GA 30336 TRUSTEE 0.00 0 0 0 DULCY D ROSENBERG ONE NATIONAL DRIVE ATLANTA GA 30336 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 N/A NONOPERATING FOUNDATION STATUS 0 N/A NONOPERATING FOUNDATION STATUS 0 0 11612342 664091 0 12276433 0 0 12276433 184146 12092287 604614 604614 34776 529 35305 569309 0 569309 0 569309 1601510 0 1601510 569309 0 0 1083451 859019 835813 1123047 1078898 4980228 1601510 0 0 0 569309 1032201 0 0 6012429 0 0 0 0 0 0 1083451 4928978 859019 835813 1123047 1078898 1032201 X AMERICAN ISRAEL EDUCATION FOUNDATION 251 H STREET WASHINGTON DC 20001 NONE PC EDUCATIONAL 75000 BIRTHRIGHT FOUNDATION 711 3RD AVE 10TH FLOOR NEW YORK NY 10017 NONE PC CULTURAL 50000 CITY SPRINGS THEATRE CO 1 GALAMBOS WAY SANDY SPRINGS GA 30328 NONE PC CULTURAL 10000 CREATING CONNECTED COMMUNITIES PO BOX 28483 ATLANTA GA 30358 NONE PC COMMUNITY SERVICE 3000 CROHN'S & COLITIS FOUNDATION 2250 N DRUID HILLS ROAD 250 ATLANTA GA 30329 NONE PC MEDICAL RESEARCH 120000 FRIENDS OF ELNET 641 LEXINGTON AVE 17TH FLOOR NEW YORK NY 10022 NONE PC COMMUNITY SERVICE 210000 FRIENDS OF OASIS 801 NARCISSUS AVE CORONA DEL MAR CA 92625 NONE PC COMMUNITY SERVICE 250 GEORGIA STATE UNIVERSITY FOUNDATION PO BOX 3963 ATLANTA GA 30302 NONE PC EDUCATIONAL 1000 HOLY INNOCENTS 805 MT VERNON HWY NW ATLANTA GA 30327 NONE PC EDUCATIONAL 5000 JEWISH FED OF GREATER ATLANTA 1440 SPRING STREET ATLANTA GA 30309 NONE PC COMMUNITY SERVICE 225000 JEWISH HOME LIFE COMMUNITIES 3150 HOWELL MILL RD ATLANTA GA 30327 NONE PC COMMUNITY SERVICE 25600 JOHN HANCOCK 200 BERKLEY STREET BOSTON MA 02116 NONE PC COMMUNITY SERVICE 57860 LEUKEMIA AND LYMPHOMA SOCIETY 2859 PACES FERRY RD SE 725 ATLANTA GA 30309 NONE PC MEDICAL 500 MARCUS JEWISH COMMUNITY CENTER OF ATL 5342 TILLY MILL ROAD DUNWOODY GA 30338 NONE PC COMMUNITY SERVICE 500 SHEPHERD SPINAL CENTER 2020 PEACHTREET NORFOLK ST NW ATLANTA GA 30309 NONE PC MEDICAL 1000 TEMPLE SINAI 5645 DUPREE DRIVE ATLANTA GA 30327 NONE PC RELIGIOUS 300 THE DAVIS ACADEMY 8105 ROBERTS DRIVE ATLANTA GA 30350 NONE PC EDUCATIONAL 426300 THE SCHENCK SCHOOL 282 MOUNT PARAN ROAD ATLANTA GA 30327 NONE PC EDUCATIONAL 5000 THE TEMPLE 1589 PEACHTREE STREET ATLANTA GA 30309 NONE PC RELIGIOUS 14300 THE UNIVERSITY OF TEXAS AT AUSTIN 110 INNER CAMPUS DR AUSTIN TX 78712 NONE PC EDUCATIONAL 10000 THE WEBER SCHOOL 6751 ROSWELL RD ATLANTA GA 30328 NONE PC EDUCATIONAL 10000 UNIVERSITY OF TEXAS 1601 RIO GRANDE ST AUSTIN TX 78701 NONE PC EDUCATIONAL 40900 WABE RADIO 740 BISMARK RD NE ATLANTA GA 30324 NONE PC NEWS 5000 THE ATLANTA OPERA 2800 COBB GALLERIA PARKWAY ATLANTA GA 30339 NONE PC CULTURAL 300000 THE BREMAN 1440 SPRING STREET NW ATLANTA GA 30309 NONE PC RELIGIOUS 5000 1601510 0 14 249069 18 2314979 0 2564048 0 2564048 0 0 0 0 0 0 0 0 0 0 X X 1 H JEROME & DULCY ROSENBERG 4500 GARMON ROAD ATLANTA GA 30327 800000 X CHARLES SCHWAB INVESTMENTS 8312581 11605656 LIFE INSURANCE POLICY AT COST 867898 867898 MLP NON DEDUCTIBLE ITEMS 17 UBI 4527 INVESTMENT ENTERPRISE PRODUCTS 22058 27724 FEDERAL TAXES PAYABLE 0 22217 INVESTMENT FEEES 47844 47844 0 H JEROME ROSENBERG ONE NATIONAL DRIVE ATLANTA GA 30336 FOREIGN TAXES PAID 14344 14344 0 FEDERAL TAXES 22217 0 0