2026-07-07T09:37:48-05:00 2025-12-31 580692043 MAULDIN & JENKINS LLC 200 GALLERIA PKWY SE STE 1700 ATLANTA GA 303395946 990PF 2025-01-01 582047343 BRIAN G DYSON FOUNDATION BRIA 4043642940 2 CHATHAM RD NW ATLANTA GA 30305 BRIAN G DYSON DIRECTOR 4043642940 2026-07-06 1 BOB HEUEL P01278160 7709558600 2026-07-06 2025 2025-03-06 01:10:19Z X 1441878 X X 32536 32536 29278 334580 29278 61814 61814 0 0 0 3150 1575 1575 35 35 0 3 3 0 1107 495 0 4295 2108 1575 41100 41100 45395 2108 42675 16419 59706 26625 16622 16622 400801 309756 304534 733690 851157 1120722 1161116 1177535 1441878 0 0 X 191444 191444 0 0 969672 986091 1161116 1177535 1161116 1177535 1161116 16419 0 1177535 0 1177535 PUBLICLY TRADED SECURITIES 312576 283308 29268 29268 PUBLICLY TRADED SECURITIES 22004 21994 10 10 29278 830 0 830 0 830 625 0 0 0 625 2 207 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 0 0 0 1 N/A ELSE ANDERSON 4043642940 2 CHATHAM RD NW ATLANTA GA 30305 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRIAN G DYSON 2 CHATHAM RD NW ATLANTA GA 30305 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1363536 23261 0 1386797 0 0 1386797 20802 1365995 68300 68300 830 830 67470 0 67470 0 67470 42675 0 42675 67470 37056 0 0 42675 37056 0 0 5619 0 0 0 0 0 0 0 0 61851 0 0 0 BRIAN G DYSON BRIAN DYSON 3060 PEACHTREE RD NW STE 1465 ATLANTA GA 30305 4043642940 WRITTEN NONE NONE CHATHAM INTERNATIONAL 3060 PEACHTREE RD NW STE 1465 ATLANTA GA 30305 4043642940 WRITTEN NONE NONE ATLANTA COMMUNITY FOOD BANK 3400 N DESERT DR ATLANTA GA 30344 NONE POF GENERAL OPERATIONS 5150 ATLANTA MISSION 2353 BOLTON ROAD NW ATLANTA GA 30318 NONE POF GENERAL OPERATIONS 2500 ATLANTA URBAN SQUASH INC 1019 COLLIER RD NW SUITE A ATLANTA GA 30318 NONE POF GENERAL OPERATIONS 4250 EMORY UNIVERSITY 201 DOWMAN DRIVE ATLANTA GA 30322 NONE POF GENERAL OPERATIONS 500 FELIX NECK WILDLFE SANCTUARY 100 FELIX NECK DRIVE EDGARTOWN MA 02539 NONE POF GENERAL OPERATIONS 4750 GEORGIA PUBLIC BROADCASTING 260 14TH STREET NW ATLANTA GA 30318 NONE POF GENERAL OPERATIONS 2500 HABITAT FOR HUMANITY 322 WEST LAMAR STREET AMERICUS GA 31709 NONE POF GENERAL OPERATIONS 2000 LIFELINE ANIMAL PROJECT 3180 PRESIDENTIAL DRIVE ATLANTA GA 30340 NONE POF GENERAL OPERATIONS 2500 MAYO CLINIC 201-299 2ND AVE SW ROCHESTER MN 55902 NONE POF GENERAL OPERATIONS 250 MEALS ON WHEELS ATLANTA 1705 COMMERCE DR NW ATLANTA GA 30318 NONE POF GENERAL OPERATIONS 2500 SAMARITAN MINISTRIES 6000 N FOREST PARK DR PEORIA IL 61614 NONE POF GENERAL OPERATIONS 3000 ST JUDES CHILDREN'S RESEARCH 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE POF GENERAL OPERATIONS 2000 TELLURIDE FOUNDATION 220 E COLORADO AVE 106 TELLURIDE CO 81435 NONE POF GENERAL OPERATIONS 1000 TELLURIDE MEDICAL CTR 500 W PACIFIC AVE TELLURIDE CO 81435 NONE POF GENERAL OPERATIONS 4000 TELLURIDE VOLUNTEER FIRE DEPT 500 W PACIFIC AVE TELLURIDE CO 81435 NONE POF GENERAL OPERATIONS 200 THE ATLANTA HUMANE SOCIETY 1551 PERRY BOULEVARD NW ATLANTA GA 30318 NONE POF GENERAL OPERATIONS 2000 WORLD CENTRAL KITCHEN 1875 CONNECTICUT AVE NW WASHINGTON DC 20009 NONE POF GENERAL OPERATIONS 2000 41100 0 14 32536 18 29278 0 61814 0 61814 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3150 1575 1575 ISHARES TREASURY CORE AGGREGATE BOND ETF 309756 304534 INVESCO EXCHANGE - TRADED FD TR II S&P 500 ETF AT COST 88190 112540 ISHARES TR SELECT DIVID ETF FD AT COST 136432 161182 ISHARES TR INTL SELECT DIVID ETF INDEX FD AT COST 49061 71720 AMG PANTHEON FUND LLC CLASS 3 AT COST 125050 176343 MONROE CAPITAL INCOME PLUS CORPORATION COM AT COST 81449 123515 VANGUARD INDEX FDS VANGUARD GROWTH ETF AT COST 184512 276617 PIMCO INCOME FUND INSTITUTIONAL CLASS AT COST 31100 32161 ISHARES TR MSCI USA MOMENTUM FACTOR ETF AT COST 41725 41051 ISHARES TR CORE MSCI EAFE ETF AT COST 63090 69868 ISHARES INC CORE MSCI EMERGING MKTS ETF AT COST 50548 55725 INVESTMENT FEES 35 35 0 FEDERAL TAX 612 0 0 FOREIGN TAXES 495 495 0