2022-11-07T10:58:01-06:00 2021-12-31 581374304 ROBINSON GRIMES & CO PC PO BOX 4299 COLUMBUS GA 31914 990PF 2021-01-01 586032142 BRADLEY-TURNER FOUNDATION INC BRAD 7065716040 PO BOX 140 COLUMBUS GA 31902 GILBERT MILLER CHAIRMAN 7065716040 2022-11-01 1 GILBERT MILLER 999009999 JACK J PEASE IV CPA P00715329 7063245435 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 245583253 X 3838527 42848 42848 3700964 3700964 7006724 33927927 7006724 182576 182576 14771639 10933112 0 0 0 79549 79549 0 650396 650396 0 90949 30949 0 251370 194848 0 1072264 955742 0 10752745 10752745 11825009 955742 10752745 2946630 9977370 1 1 11232829 8596561 8596561 28701638 28329968 146902673 7523777 8807958 8822987 45639670 55834431 79828031 1433000 1433000 1433000 94530914 103001919 245583253 0 0 X 94530914 103001919 0 0 0 0 94530914 103001919 94530914 103001919 94530914 2946630 8332651 105810195 2808276 103001919 PUBLICLY TRADED SECURITIES 15567707 14622191 945516 945516 PUBLICLY TRADED SECURITIES 17775466 12293771 5481695 5481695 PUBLICLY TRADED SECURITIES 108329 5241 103088 103088 GAINS FROM PASSTHROUGH ENTITIES P 453201 453201 453201 CAPITAL GAINS DIVIDENDS P 23224 23224 23224 7006724 138685 0 138685 0 138685 118608 0 60000 0 178608 X 1138 38785 38785 0 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 1 0 0 1 N/A SYNOVUS TRUST COMPANY NA 7066492399 1111 BAY AVENUE COLUMBUS GA 31901 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 GILBERT MILLER PO BOX 140 COLUMBUS GA 31902 CHAIRMAN 0.00 0 0 0 KATIE KRIEG PO BOX 140 COLUMBUS GA 31902 VICE CHAIRMAN 0.00 0 0 0 WORTH WILLIAMS PO BOX 140 COLUMBUS GA 31902 SECRETARY 0.00 0 0 0 JOHN TURNER PO BOX 140 COLUMBUS GA 31902 TRUSTEE 0.00 0 0 0 ELIZABETH CORN PO BOX 140 COLUMBUS GA 31902 TRUSTEE 0.00 0 0 0 ABBY IRBY PO BOX 140 COLUMBUS GA 31902 TRUSTEE 0.00 0 0 0 STEVE BUTLER PO BOX 140 COLUMBUS GA 31902 TRUSTEE 0.00 0 0 0 BETSY RAMSAY PO BOX 140 COLUMBUS GA 31902 TRUSTEE 0.00 0 0 0 SALLIE MARTIN PO BOX 140 COLUMBUS GA 31902 TRUSTEE 0.00 0 0 0 LANE RILEY PO BOX 140 COLUMBUS GA 31902 TREASURER 0.00 0 0 0 BECKY MILLER PO BOX 140 COLUMBUS GA 31902 TRUSTEE 0.00 0 0 0 ELIZABETH OGIE PO BOX 140 COLUMBUS GA 31902 TRUSTEE 0.00 0 0 0 LANDY SUDDUTH PO BOX 140 COLUMBUS GA 31902 TRUSTEE 0.00 0 0 0 HILTON BALL PO BOX 140 COLUMBUS GA 31902 TRUSTEE 0.00 0 0 0 ELIZABETH CLIATT PO BOX 140 COLUMBUS GA 31902 TRUSTEE 0.00 0 0 0 NONE 0 SYNOVUS TRUST COMPANY 1148 BROADWAY COLUMBUS GA 31902 INVESTMENT & MANAGEMENT FEES 650396 0 NONE 0 THE FOUNDATION HAS EXECUTED A LOAN AGREEMENT AND PROMISSORY NOTE DATED DECEMBER 5, 2016 WITH HISTORIC COLUMBUS FOUNDATION, INC. ("HCF'), A PUBLIC CHARITY, WHEREBY, THE FOUNDATION MAY ADVANCE UP TO $500,000 TO HCF. INTEREST ONLY PAYMENTS OF 1% PER ANNUM ARE PAYABLE ON THE FIRST DAY OF JANUARY, APRIL, JULY AND OCTOBER, WITH ONE FINAL PAYMENT OF ALL THEN OUTSTANDING PRINCIPAL AND ACCRUED AND UNPAID INTEREST DUE ON DECEMBER 31, 2026. THE PRINCIPAL AMOUNTS ADVANCED SHALL BE USED EXCLUSIVELY TO FURTHER THE CHARITABLE MISSIONS OF HCF AND SHALL ONLY BE USED TO FUND ITS FACADE LOAN AND REHABILITATION LOAN PROGRAMS THROUGH ITS REVOLVING REDEVELOPMENT FUND. THE FOUNDATION HAS EXECUTED THIS TRANSACTION PURSUANT TO A PROGRAM-RELATED INVESTMENT AGREEMENT. AS OF DECEMBER 31, 2021, $433,000 HAD BEEN DISBURSED, SO THE AMOUNT OF THE THE FOUNDATION'S CURRENT INVESTMENT IS $433,000. 433000 THE FOUNDATION HAS EXECUTED A LOAN AGREEMENT AND PROMISSORY NOTE DATED SEPTEMBER 19, 2019 WITH COLUMBUS HOUSING INITIATIVE, INC (NEIGHBORWORKS COLUMBUS)("CHI), A PUBLIC CHARITY, WHEREBY, THE FOUNDATION MAY ADVANCE UP TO $1,000,000 TO CHI. INTEREST ONLY PAYMENTS OF 1% PER ANNUM ARE PAYABLE ON THE FIRST DAY OF JANUARY, APRIL, JULY AND OCTOBER, WITH ONE FINAL PAYMENT OF ALL THEN OUTSTANDING PRINCIPAL AND ACCRUED AND UNPAID INTEREST DUE ON SEPTEMBER 30, 2029. THE PRINCIPAL AMOUNTS ADVANCED SHALL BE USED EXCLUSIVELY TO FURTHER THE CHARITABLE MISSIONS OF CHI AND SHALL ONLY BE USED TO PROVIDE CAPITAL, IN THE FORM OF LOANS, LEASE PURCHASES, AND SERVICES TO SUPPORT ITS HOMEOWNERSHIP EARNED AND REACHED TOGETHER ("HEART") PROGRAM. THE FOUNDATION HAS EXECUTED THIS TRANSACTION PURSUANT TO A PROGRAM-RELATED INVESTMENT AGREEMENT. AS OF DECEMBER 31, 2021, $1,000,000 HAD BEEN DISBURSED, SO THE AMOUNT OF THE THE FOUNDATION'S CURRENT INVESTMENT IS $1,000,000. 1000000 1433000 248901706 9349554 1433000 259684260 0 0 259684260 3895264 255788996 12789450 12789450 138685 138685 12650765 0 12650765 0 12650765 10752745 1433000 12185745 12650765 0 0 577575 5092033 838022 6507630 12185745 0 0 0 12185745 0 465020 465020 6042610 0 0 0 0 0 0 112555 5930055 5092033 838022 PHYLLIS WAGNER EXECUTIVE SECRETARY PO BOX 140 COLUMBUS GA 31902 7066443578 PHYLLISWAGNER@SYNOVUS.COM APPLY IN LETTER FORM. INCLUDE COPY OF LATEST DETERMINATION LETTER. INCLUDE DETAILED DESCRIPTION OF FINANCIAL NEED AND EXEMPT FUNCTION TO BE PERFORMED. NONE NO RESTRICTIONS. HOWEVER, LOCAL AND REGIONAL CHARITIES PREFERRED. 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BRADLEY PARK DRIVE COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 205227 BROOKSTONE SCHOOL (4469 SHS SYNOVUS FINL CORP) 440 BRADLEY PARK DRIVE COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 192703 BROOKSTONE SCHOOL (632 SHS ACUITY BRAND INC) 440 BRADLEY PARK DRIVE COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 114714 BROOKSTONE SCHOOL (738 SHS SYNOVUS FINL CORP) 440 BRADLEY PARK DRIVE COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 33786 CALVARY CHRISTIAN SCHOOL 7556 OLD MOON ROAD COLUMBUS GA 31909 UNRELATED PC GENERAL AND OPERATING 10000 CENTER FOR GLOBAL HEALTH INNOVATION 999 PEACHTREE SUITE NE SUITE 1800 ATLANTA GA 30309 UNRELATED PC GENERAL AND OPERATING 30000 CHATTAHOOCHEE RIVER CONSERVANCY 1212 3RD AVE COLUMBUS GA 31901 UNRELATED PC GENERAL AND OPERATING 1000 CHATTAHOOCHEE VALLEY COMMUNITY COLLEGE 2602 COLLEGE DR PHENIX CITY AL 36869 UNRELATED PC GENERAL AND OPERATING 5000 CHILDREN'S HEALTHCARE OF ATLANTA (1221 SHS COCA CO) 1575 NORTHEAST EXPRESSWAY NE 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(537 SHS COCA COLA CO) 1340 13TH STREET COLUMBUS GA 31901 UNRELATED PC GENERAL AND OPERATING 29975 COMMUNITY FOUNDATION OF THE CHATTAHOOCHEE VALLEY (547 SHS SYNOVUS FINL CORP 1340 13TH STREET COLUMBUS GA 31901 UNRELATED PC GENERAL AND OPERATING 24992 CURE CHILDHOOD CANCER (470 SHS COCA-COLA CO) 200 ASHFORD CENTER N SUITE 250 ATLANTA GA 30338 UNRELATED PC GENERAL AND OPERATING 25709 EASTER SEALS OF WEST GEORGIA INC PO BOX 1690 FORTSON GA 31808 UNRELATED PC GENERAL AND OPERATING 2500 FEEDING THE VALLEY FOOD BANK (3660 SHS COCA COLA CO) 6744 FLAT ROCK ROAD MIDLAND GA 31820 UNRELATED PC GENERAL AND OPERATING 200202 FERST READERS INC (448 SHS COCA COLA CO) 237 N 2ND ST MADISON GA 30650 UNRELATED PC GENERAL AND OPERATING 25137 FLORENCE MARINA MUSEUM 218 FLORENCE ROAD OMAHA GA 31821 UNRELATED PC GENERAL AND OPERATING 50000 FOCUS ON THE FAMILY (1061 SHS SYNOVUS FINL CORP) 8605 EXPLORER DRIVE COLORADO SPRINGS CO 809201051 UNRELATED PC GENERAL AND OPERATING 50355 FOR ALL NATIONS CHURCH 5051 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WESTVILLE (882 SHS COCA COLA CO) 3557 S LUMPKIN ROAD COLUMBUS GA 31903 UNRELATED PC GENERAL AND OPERATING 49895 HISTORIC WESTVILLE 3557 S LUMPKIN ROAD COLUMBUS GA 31903 UNRELATED PC GENERAL AND OPERATING 75000 HOLLAND AVENUE BAPTIST CHURCH 801 12TH STREET CAYCE SC 29033 UNRELATED PC GENERAL AND OPERATING 15000 HOUSE OF GOD 7230 FLAT ROCK ROAD MIDLAND GA 31820 UNRELATED PC GENERAL AND OPERATING 15000 INTERNATIONAL FRIENDSHIP MINISTRIES 3404 UNIVERSITY AVE COLUMBUS GA 31907 UNRELATED PC GENERAL AND OPERATING 200000 KATE'S CLUB (470 SHS COCA COLA CO) 1190 W DRUID HILLS DR NE SUITE T-80 ATLANTA GA 30329 UNRELATED PC GENERAL AND OPERATING 25709 LEAD CENTER FOR YOUTH 680 MURPHY AVE SW SUITE 4128 ATLANTA GA 30310 UNRELATED PC GENERAL AND OPERATING 50000 LEADERSHIP MINISTRIES 5901 PEACHTREE DUNWOODY ROAD ATLANTA GA 30328 UNRELATED PC GENERAL AND OPERATING 30000 LLL PROJECT PO BOX 601 SMITH STATION AL 36877 UNRELATED PC GENERAL AND OPERATING 11000 LOVETT SCHOOL (261 SHS GLOBAL PAYMENTS) 4075 PACES FERRY ROAD NW ATLANTA GA 30327 UNRELATED PC GENERAL AND OPERATING 50344 MAYOR'S EDUCATION AND CHARITY BALL 1620 EYE ST NW WASHINGTON DC 200064005 UNRELATED PC GENERAL AND OPERATING 8500 MERCER UNIVERSITY (1041 SHS GLOBAL PAYMENTS) 1501 MERCER UNIVERSITY DRIVE MACON GA 31207 UNRELATED PC GENERAL AND OPERATING 200798 MERCER UNIVERSITY (3391 SHS SYNOVUS FINL CORP) 1501 MERCER UNIVERSITY DRIVE MACON GA 31207 UNRELATED PC GENERAL AND OPERATING 160937 MERCER UNIVERSITY (626 SHS GLOBAL PAYMENTS) 1501 MERCER UNIVERSITY DRIVE MACON GA 31207 UNRELATED PC GENERAL AND OPERATING 100673 MERCYMED OF COLUMBUS (1153 SHS SYNOVUS FINL CORP) 3702 2ND AVENUE COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 49717 MERCYMED OF COLUMBUS (521 SHS GLOBAL PAYMENTS) 3702 2ND AVENUE COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 100496 MERCYMED OF COLUMBUS (531 SHS SYNOVUS FINL CORP) 3702 2ND AVENUE COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 25201 MICAH'S PROMISE (131 SHS GLOBAL PAYMENTS) 233 12TH ST STE 601 COLUMBUS GA 31901 UNRELATED PC GENERAL AND OPERATING 25253 MICAH'S PROMISE (377 SHS COCA COLA CO) 233 12TH ST STE 601 COLUMBUS GA 31901 UNRELATED PC GENERAL AND OPERATING 20622 MID TREE CHURCH 4078 MILGEN ROAD COLUMBUS GA 31907 UNRELATED PC GENERAL AND OPERATING 50431 MIDTOWN DOWNTOWN 1236 WILDWOOD AVENUE COLUMBUS GA 31906 UNRELATED PC GENERAL AND OPERATING 1500 MIDTOWN FELLOWSHIP (39 SHS GLOBAL PAYMENTS) 2415 12TH AVE SOUTH NASHVILLE TN 37204 UNRELATED PC GENERAL AND OPERATING 7868 MIDTOWN FELLOWSHIP (438 SHS SYNOVUS FINL CORP) 2415 12TH AVE SOUTH NASHVILLE TN 37204 UNRELATED PC GENERAL AND OPERATING 20209 MILL DISTRICT (474 SHS COCA COLA CO) PO BOX 5312 COLUMBUS GA 31906 UNRELATED PC GENERAL AND OPERATING 25084 MILL DISTRICT PO BOX 5312 COLUMBUS GA 31906 UNRELATED PC GENERAL AND OPERATING 7500 MUSCOGEE COUNTY SCHOOL DISTRICT 2960 MACON ROAD COLUMBUS GA 31906 UNRELATED PC GENERAL AND OPERATING 400000 NAOMI'S VILLAGE PO BOX 270057 FLOWER MOUND TX 750270057 UNRELATED PC GENERAL AND OPERATING 77500 NATIONAL CENTER FOR FAMILY PHILANTHROPY 1667 K ST WW 550 WASHINGTON DC 20006 UNRELATED PC GENERAL AND OPERATING 2000 NATIONAL CENTER FOR YOUTH ISSUES (258 SHS GLOBAL PAYMENTS) PO BOX 22185 CHATTANOOGA TN 374222185 UNRELATED PC GENERAL AND OPERATING 50540 NATIONAL CENTER FOR YOUTH ISSUES PO BOX 22185 CHATTANOOGA TN 374222185 UNRELATED PC GENERAL AND OPERATING 5000 NATURE NOW INC (444 SHS COCA-COLA CO) PO BOX 1531 COLUMBUS GA 31902 UNRELATED PC GENERAL AND OPERATING 25219 NEXT GENERATION FOCUS 6755 MAJORS ROAD CUMMING GA 30040 UNRELATED PC GENERAL AND OPERATING 25000 OPEN DOOR COMMUNITY HOUSE INC (1787 SHS COCA COLA CO) 2405 2ND AVENUE COLUMBUS GA 31901 UNRELATED PC GENERAL AND OPERATING 100269 PASTORAL INSTITUTE (893 SHS COCA COLA CO) 2022 15TH AVENUE COLUMBUS GA 31901 UNRELATED PC GENERAL AND OPERATING 49847 PASTORAL INSTITUTE 2022 15TH AVENUE COLUMBUS GA 31901 UNRELATED PC GENERAL AND OPERATING 40000 PIEDMONT COLUMBUS REGIONAL FOUNDATION (1041 SHS GLOBAL PAYMENTS) 710 CENTER STREET COLUMBUS GA 31901 UNRELATED PC GENERAL AND OPERATING 200798 PIEDMONT COLUMBUS REGIONAL FOUNDATION (314 SHS GLOBAL PAYMENTS) 710 CENTER STREET COLUMBUS GA 31901 UNRELATED PC GENERAL AND OPERATING 50497 PIEDMONT COLUMBUS REGIONAL FOUNDATION (51 SHS GLOBAL PAYMENTS) 710 CENTER STREET COLUMBUS GA 31901 UNRELATED PC GENERAL AND OPERATING 10223 PRISON FELLOWSHIP PO BOX 1550 MERRIFIELD VA 22116 UNRELATED PC GENERAL AND OPERATING 5000 REFLECTIONS MINISTRIES 1 PIEDMONT CENTER SUITE 130 ATLANTA GA 30305 UNRELATED PC GENERAL AND OPERATING 15000 RIGHT FROM THE START (1073 SHS COCA COLA CO) 301 11TH STREET COLUMBUS GA 31901 UNRELATED PC GENERAL AND OPERATING 60206 RIVERCENTER FOR THE PERFORMING ARTS (395 SHS SYNOVUS FINL CORP) PO BOX 2425 COLUMBUS GA 31902 UNRELATED PC GENERAL AND OPERATING 18225 SAFE HOUSE MINISTRIES (181 SHS GLOBAL PAYMENTS) 2101 HAMILTON ROAD COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 35311 SAFE HOUSE MINISTRIES (474 SHS COCA COLA CO) 2101 HAMILTON ROAD COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 25084 SAMARITANS PURSE PO BOX 3000 BOONE NC 28607 UNRELATED PC GENERAL AND OPERATING 45000 SOUND CHOICES PREGNANCY CLINIC (438 SHS SYNOVUS FINL CORP) 1316 WYNNTON COURT COLUMBUS GA 31906 UNRELATED PC GENERAL AND OPERATING 20209 SOUND CHOICES PREGNANCY CLINIC 1316 WYNNTON COURT COLUMBUS GA 31906 UNRELATED PC GENERAL AND OPERATING 20000 SOUTHEASTERN COUNCIL OF FOUNDATIONS 100 PEACHTREE ST 2080 ATLANTA GA 30303 UNRELATED PC GENERAL AND OPERATING 11640 ST ANDREWS PRESBYTERIAN CHURCH 4980 HANCOCK ROAD MIDLAND GA 31820 UNRELATED PC GENERAL AND OPERATING 25000 ST ANNE PACELLI CATHOLIC CHURCH (154 SHS GLOBAL PMTS) 2020 KAY CIRCLE COLUMBUS GA 31907 UNRELATED PC GENERAL AND OPERATING 20069 ST LUKE UNITED METHODIST CHURCH 1104 2ND AVE COLUMBUS GA 31901 UNRELATED PC GENERAL AND OPERATING 300000 STANDING BOY INC 1701-1891 OLD RIVER ROAD COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 5000 STATE CHARTER SCHOOLS FOUNDATION 205 JESSE HILL JR DR SE ATLANTA GA 30303 UNRELATED PC GENERAL AND OPERATING 10000 STEPS2WALK (1038 SHS SYNOVUS FINL CORP) 4950 YOSEMITE ST F2-392 GREENWOOD VILLAGE CO 80111 UNRELATED PC GENERAL AND OPERATING 51381 STEWART COMMUNITY HOME (1845 SHS COCA COLA CO) 1125 15TH STREET COLUMBUS GA 31901 UNRELATED PC GENERAL AND OPERATING 100202 TAKE THE CITY 2910 2ND AVE COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 50000 TEEN CHALLENGE INTERNATIONAL INC (509 SHS SYNOVUS FINL CORP) 15 WEST 10TH STREET COLUMBUS GA 31901 UNRELATED PC GENERAL AND OPERATING 23485 TEEN CHALLENGE INTERNATIONAL INC 15 WEST 10TH STREET COLUMBUS GA 31901 UNRELATED PC GENERAL AND OPERATING 176700 THE 18TH WARD 3329 BELL STREET NEW ORLEANS LA 70119 UNRELATED PC GENERAL AND OPERATING 25000 THE PATH PROJECT PO BOX 1309 SNELLVILLE GA 30078 UNRELATED PC GENERAL AND OPERATING 5000 THE TRUTH (319 SHS SYNOVUS FINL CORP) 1820 WYNNTON ROAD COLUMBUS GA 31906 UNRELATED PC GENERAL AND OPERATING 15140 TRUTH SPRING (1298 SHS GLOBAL PAYMENTS) 3314 5TH AVENUE COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 250267 TRUTH SPRING (105 SHS GLOBAL PAYMENTS) 3314 5TH AVENUE COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 20280 TRUTH SPRING (2185 SHS SYNOVUS FINL CORP) 3314 5TH AVENUE COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 100029 TRUTH SPRING (235 SHS GLOBAL PAYMENTS) 3314 5TH AVENUE COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 39936 TRUTH SPRING (3640 SHS SYNOVUS FINL CORP) 3314 5TH AVENUE COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 167950 TRUTH SPRING (4727 SHS COCA COLA CO) 3314 5TH AVENUE COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 250153 TRUTH SPRING (763 SHS GLOBAL PAYMENTS) 3314 5TH AVENUE COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 150120 TRUTH SPRING (85 SHS GLOBAL PAYMENTS) 3314 5TH AVENUE COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 16724 TRUTH SPRING 3314 5TH AVENUE COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 50000 UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION (167 SHS GLOBAL PMTS) PO BOX 1157 COLUMBUS GA 31902 UNRELATED PC GENERAL AND OPERATING 20090 UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION (2858 SHS SYNOVUS FINL) PO BOX 1157 COLUMBUS GA 31902 UNRELATED PC GENERAL AND OPERATING 141071 UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION (468 SHS GLOBAL PAYMENTS PO BOX 1157 COLUMBUS GA 31902 UNRELATED PC GENERAL AND OPERATING 79531 UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION (470 SHS COCA COLA CO) PO BOX 1157 COLUMBUS GA 31902 UNRELATED PC GENERAL AND OPERATING 25709 UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION (8293 SHS COCA COLA CO) PO BOX 1157 COLUMBUS GA 31902 UNRELATED PC GENERAL AND OPERATING 500670 UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION (926 SHS COCA COLA CO) PO BOX 1157 COLUMBUS GA 31902 UNRELATED PC GENERAL AND OPERATING 50356 UPTOWN COLUMBUS (35 SHS GLOBAL PAYMENTS)' 25 W 10TH ST 4 COLUMBUS GA 31901 UNRELATED PC GENERAL AND OPERATING 6887 WESTMINSTER SCHOOL (46 SHS GLOBAL PAYMENTS) 2303 DOUBLE CHURCHES ROAD COLUMBUS GA 31909 UNRELATED PC GENERAL AND OPERATING 10032 WYNN HOUSE (592 SHS GLOBAL PAYMENTS) 1240 WYNNTON ROAD COLUMBUS GA 31906 UNRELATED PC GENERAL AND OPERATING 125060 YOUNG LIFE (329 SHS SYNOVUS FINL CORP) 2750 SOWEGA DR COLUMBUS GA 31909 UNRELATED PC GENERAL AND OPERATING 15180 YOUNG LIFE 2750 SOWEGA DR COLUMBUS GA 31909 UNRELATED PC GENERAL AND OPERATING 32000 YOUTH ORCHESTRA ASSOCIATION OF GREATER COLUMBUS INC (84 SHS ACCUITY BRAND) PO BOX 8612 COLUMBUS GA 319088612 UNRELATED PC GENERAL AND OPERATING 10362 10752745 BOYS AND GIRLS CLUB OF THE CHATTAHOOCHEE VALLEY 1700 BUENA VISTA ROAD COLUMBUS GA 31906 UNRELATED PC GENERAL AND OPERATING 500000 CHILDREN'S HEALTHCARE OF ATLANTA 1575 NORTHEAST EXPRESSWAY NE BROOKHAVEN GA 30329 UNRELATED PC GENERAL AND OPERATING 666666 COLUMBUS MUSEUM 1251 WYNNTON ROAD COLUMBUS GA 31906 UNRELATED PC GENERAL AND OPERATING 1000000 DRAGONFLY TRAILS 10TH AVENUE COLUMBUS GA 31901 UNRELATED PC GENERAL AND OPERATING 500000 MERCER UNIVERSITY 1501 MERCER UNIVERSITY DRIVE MACON GA 31207 UNRELATED PC GENERAL AND OPERATING 600000 MILL DISTRICT PO BOX 5312 COLUMBUS GA 31906 UNRELATED PC GENERAL AND OPERATING 15000 PIEDMONT COLUMBUS REGIONAL FOUNDATION 710 CENTER STREET COLUMBUS GA 31901 UNRELATED PC GENERAL AND OPERATING 200000 SALVATION ARMY 615 MANCHESTER EXPRESSWAY COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 1000000 TRUTH SPRING 3314 5TH AVENUE COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 250000 UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION POBOX 1157 COLUMBUS GA 31902 UNRELATED PC GENERAL AND OPERATING 4050000 8781666 14 42848 14 3700964 14 182576 18 7006724 0 10933112 0 10933112 0 0 0 0 0 0 0 0 0 0 X X 1 TR #31A380018 2012 SARAH T BUTLER CHARITABLE LEAD TRUST PO BOX 23024 COLUMBUS GA 319023024 299091 X 2 STEPHEN T BUTLER PO BOX 23024 COLUMBUS GA 319023024 50000 X 3 STEPHEN T BUTLER PO BOX 23024 COLUMBUS GA 319023024 1420308 X 4 STEPHEN T BUTLER PO BOX 23024 COLUMBUS GA 319023024 351766 X 5 TR #31A401012 MARIE T MOSHELL CLAT EFF 7-31-18 PO BOX 23024 COLUMBUS GA 319023024 36 X 6 TR #31A401012 MARIE T MOSHELL CLAT EFF 7-31-18 PO BOX 23024 COLUMBUS GA 319023024 565436 X 7 WILLIAM B TURNER JR PO BOX 23024 COLUMBUS GA 319023024 401244 X 8 KENT H BUTLER PO BOX 23024 COLUMBUS GA 319023024 750648 X 3 10,610 SHS GLOBAL PMTS INC 1420308 2021-12-22 4 9,958 SHS GREEN DOT CORP CL A 351766 2021-12-22 6 2,381 SHS GLOBAL PMTS INC 565436 2021-01-12 7 8,756 SHS SYNOVUS FINL CORP 401244 2021-12-03 8 12,978 SHS COCA COLA CO 750648 2021-12-22 LEGAL & ACCOUNTING FEES 79549 79549 0 BELOCO FOUNDATION INC PO BOX 140 COLUMBUS GA 319020140 2021-12-01 194726 SEE PDF ATTACHMENT 194726 05/27/2022 2022-05-27 SEE PDF ATTACHMENT TR #62-A001-20-5 BONDS - SEE ATTACHMENT 7173746 7196363 TR #62-A001-28-8 BONDS - SEE ATTACHMENT 527963 524301 TR #62-A095-04-1 - SEE ATTACHMENT 1106249 1102323 COCA-COLA - 760,832 SHARES 584306 45048863 SYNOVUS FINANCIAL CORPORATION - 448,492 SHARES 5073911 21425237 GLOBAL PAYMENTS INC - 566,556 SHARES 19300662 76587040 TR #62-A097-03-9 - SEE ATTACHMENT 3371088 3480655 GREEN DOT CORP CL A 1 360878 BAY AVENUE ABSOLUTE RETURN FUND I (TAX-EXEMPT), LLC (BUTLER) AT COST 613585 925360 BAY AVENUE ABSOLUTE RETURN FUND I (TAX-EXEMPT), LLC (BALL) AT COST 2474458 3317862 BAY AVENUE ABSOLUTE RETURN FUND I (TAX-EXEMPT), LLC AT COST 3363675 5586294 BAY AVENUE ABSOLUTE RETURN FUND I (TAX-EXEMPT), LLC (RAMSAY) AT COST 2394985 3200803 BAY AVENUE OPPORTUNITY FUND, LLC AT COST 30527 51462 BUTLER FAMILY INVESTMENTS, LLC AT COST 1291521 1840389 TR. #62-A001-30-4 SECURITIES - SEE ATTACHMENT AT COST 17413603 23492961 TR. #62-A001-31-2 SECURITIES - SEE ATTACHMENT AT COST 2947667 4001482 TR. #62-A097-08-8 SECURITIES - SEE ATTACHMENT AT COST 1731815 1750204 TR. #62-A097-09-6 SECURITIES - SEE ATTACHMENT AT COST 8161738 11250118 TR. #62-A095-03-3 SECURITIES - SEE ATTACHMENT AT COST 5152269 10421421 TR. #62-A001-05-6 SECURITIES - SEE ATTACHMENT AT COST 2472497 3777905 TR. #62-A001-13-0 SECURITIES - SEE ATTACHMENT AT COST 1410390 1682638 BUTLER FAMILY INVESTMENTS II, LLC AT COST 464795 967526 USIP I, LLC AT COST 91236 154703 MIDDLEGROUND PARTNERS I, LP AT COST 403749 526576 IRONSIDES OFFSHORE DIRECT INVESTMENT FUND V, LP AT COST 415444 667348 LEGACY VENTURES X, LLC AT COST 947594 991045 BUTLER FAMILY INVESTMENTS III, LLC AT COST 427169 891120 CHALLEN PARTNERS LTD AT COST 2001333 2067312 BUTLER FAMILY INVESTMENTS IV, LLC AT COST 483296 563457 MSD PRIVATE CREDIT OPPORTUNITY FUND 2, LP AT COST 673484 751719 VISTA CREDIT PARTNERS FUND III, LP AT COST 308872 789597 BUTLER FAMILY INESTMENTS V, LLC AT COST 158729 158729 PROGRAM RELATED INVESTMENT - HISTORIC COLUMBUS FOUNDATION 433000 433000 433000 PROGRAM RELATED INVESTMENT - NEIGHBORWORKS COLUMBUS 1000000 1000000 1000000 DIFFERENCE BETWEEN F.M.V. & BOOK VALUE OF CONTRIBUTIONS RECEIVED 2808276 FOREIGN CONVERSION & OTHER EXPENSES 9378 9378 0 DEDUCTIONS FROM PASSTHROUGH ENTITIES 185470 185470 0 NON-DEDUCTIBLE EXPENSES FROM PASSTHROUGH ENTITIES 56522 0 0 VARIOUS 3461 3461 3461 VARIOUS PASSTHROUGH ENTITIES 179115 179115 179115 DIFFERENCE BETWEEN F.M.V. & BOOK VALUE OF CONTRIB. PAID-SEE SCHED. ATTACHED 6417887 ADJUST CARRYING VALUE OF INVESTMENTS 1914764 INVESTMENT & MANAGEMENT FEES 650396 650396 0 SEE ATTACHED LIST FEDERAL EXCISE TAXES 60000 0 0 FOREIGN TAXES 30949 30949 0