2022-10-07T09:39:08-07:00 2021-12-31 454709572 Swinton Griffith 3978 Sweet Bottom Drive Duluth GA 30096 990PF 2021-01-01 454004727 Melvin Douglas and Victoria Kay Ivester Foundation Inc MELV 4043107000 411 Peachtree Battle Ave NW ATLANTA GA 303054032 Lynn J Darby President 4043107000 2022-09-29 true Lynn Darby XXX-XX-XXXX Swinton Griffith P01350474 4043107000 2022-10-03 X 3 AAL1 IAL1 FAL1 2021 2022-09-23 18:48:47Z X 53736529 X 3540691 85 81 1319413 1306026 3262449 15436928 3262449 3262449 0 -21985 -2113 8100653 4566443 3262449 237240 72901 164339 0 0 119274 119274 183 71474 0 0 428171 192175 164339 1447000 1447000 1875171 192175 1611339 6225482 4374268 3262449 1394201 898239 898239 0 0 37395825 44055215 52628500 0 41858 157210 209790 0 0 0 0 38831884 45110664 53736529 0 0 0 49993 49993 X 38831884 45060671 38831884 45060671 38831884 45110664 38831884 6225482 3305 45060671 45060671 UBS Publicly Held Securities P 2021-01-01 2021-12-31 14856146 0 11864210 2991936 0 0 0 2991936 MS Publicly Held Securities P 2021-01-01 2021-12-31 580782 0 310269 270513 0 0 0 270513 3262449 3262449 60802 0 60802 0 60802 74044 0 74044 -74044 13242 13242 false false false false false false true false true true GA true false false false false true N/A Swinton Griffith 4043107000 3978 Sweet Bottom Drive Duluth GA 300963158 false false false false true false false false false false false false false false false false false false false false false false M Douglas Ivester 411 Peachtree Battle AveNW Atlanta GA 30305 Director 15.00 75580 0 0 Lynn J Darby 9 Corte Del Mar Palm Coast FL 32137 Director, President 18.00 76580 0 0 Swinton A Griffith III 3978 Sweet Bottom Drive Duluth GA 30096 Director, Secretary & Treasurer 18.00 75580 0 0 Oliver C Murray 964 Racetrack Road McDonough GA 30252 Director 5.00 9500 0 0 Martha Maron Weber 645 County Road 604 Wedowee AL 36278 VP and Asst. Secretary 0.50 0 0 0 NONE 0 Morgan Stanley 3280 Peachtree Road NE STE 000 Atlanta GA 30305 Investment Advisory 55944 UBS Financial Services 3560 Lenox Road NE Atlanta GA 30326 Investment Advisory 63330 0 None 0 None 0 0 0 45739325 612416 60919 46412660 0 46412660 696190 45716470 2285824 2285824 60802 60802 2225022 2225022 2225022 1611339 0 1611339 2225022 1437765 0 0 0 0 0 0 1611339 1437765 0 173574 0 0 0 0 0 2051448 0 0 0 0 0 0 0 M Douglas V Kay Ivester None X University of Georgia Foundation 1 Press Place Ste 101 Athens GA 30601 PC UGA Honors CollegeScholarship 150000 Brenau University 500 Washington Street SE Gainesville GA 30501 PC Strengthen University'sHealth Sciences programs 162000 Hall County School District 711 Green Street Gainesville GA 30501 PC Howard E. IvesterEarly College 300000 Atlanta Botanical Garden 1345 Piedmont Ave NE Atlanta GA 30309 PC Vineyard andOrchard Parking 450000 Hall County School District 711 Green Street Gainesville GA 30501 PC Hall County SchoolDistrict Teacherof Year Program 25000 Gainesville City School System 508 Oak Street Gainesville GA 30501 PC Gainesville CitySchool System TeacherOf Year Program 10000 Brenau University 500 Washington Street SE Gainesville GA 30501 PC Support PhysicianAssistant StudiesProgram 50000 Brenau University 500 Washington Street SE Gainesville GA 30501 PC Support College of Business &Communications 300000 1447000 14 85 14 1319413 18 3262449 4581947 4581947 false false false false false false false false false false X X 1 M Douglas and V Kay Ivester 411 Peachtree Battle Avenue NW Atlanta GA 303054032 750000 X 2 M Douglas Ivester 411 Peachtree Battle Avenue NW Atlanta GA 303054032 2000000 X 3 M Douglas Ivester 411 Peachtree Battle Avenue NW Atlanta GA 303054032 294951 X X 4 M Douglas Ivester 411 Peachtree Battle Avenue NW Atlanta GA 303054032 495740 X X 3 30,000 Shares of Truist Financial Corp. (Cost $294,951) 1666035 2021-02-17 4 42,000 Shares of ACI Worldwide Inc. (Cost $495,740) 1425270 2021-08-03 None 0 Morgan Stanley-Sale of Investment Assets Purchased Various 580782 310269 270513 UBS-Sale of Investment Assets Purchased Various 14856146 11864210 2991936 UBS Financial Services Inc. 39046552 44908568 Morgan Stanley Smith Barney Managed Account 5008663 7719932 Morgan Stanley Riverview SOF I 22677 43484 Gerber Taylor X 134533 166306 Loss from Riverview SOF I -19181 -2211 Loss from GT Private Equity X -5467 38 2019 Excise Tax Refund 2603 2019 IRS Interest Income 60 60 Prior Year Tax Capital Adjustment 3305 UBS Financial Services, Inc. Investment Advisory 63330 63330 Morgan Stanley Investment Advisory 55944 55944 Excise Tax on Investment Income 71474