2025-10-31T13:39:08-05:00 2024-12-31 581374304 ROBINSON GRIMES & CO PC PO BOX 4299 COLUMBUS GA 31914 990PF 2024-01-01 586032142 BRADLEY-TURNER FOUNDATION INC BRAD 7065716040 PO BOX 140 COLUMBUS GA 31902 GILBERT MILLER CHAIRMAN 7065716040 2025-10-24 1 0 JACK J PEASE IV CPA P00715329 7063245435 2024 2025-03-06 01:10:19Z X 218639775 X 552574 208693 155411 4184423 4143122 6931289 33706676 6931289 418540 418540 12295519 11648362 0 0 0 57400 57400 0 483308 483308 0 181885 32357 0 389578 340341 0 1112171 913406 0 10903637 10903637 12015808 913406 10903637 279711 10734956 3 3 11704096 10824849 10824849 25967269 26057666 108288785 10084744 10240416 10034976 54649750 62310525 87058162 2433000 2433000 2433000 104838859 111866459 218639775 0 0 X 104838859 111866459 0 0 0 0 104838859 111866459 104838859 111866459 104838859 279711 6747889 111866459 0 111866459 PUBLICLY TRADED SECURITIES 18717719 18533011 184708 184708 PUBLICLY TRADED SECURITIES 332 323 9 9 PUBLICLY TRADED SECURITIES 9499421 8197068 1302353 1302353 PUBLICLY TRADED SECURITIES 5125008 44985 5080023 5080023 GAINS FROM PASSTHROUGH ENTITIES P 363103 363103 363103 CAPITAL GAINS DIVIDENDS P 1093 1093 1093 6931289 149216 0 149216 0 149216 132779 0 50000 0 182779 X 0 33563 33563 0 0 0 0 0 0 0 0 0 1 1 0 1 1 GA 1 0 1 0 0 1 N/A SYNOVUS TRUST COMPANY -PHYLLIS WAGN 7066443578 PO BOX 140 COLUMBUS GA 31902 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 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 LANDSON CARTLEDGE 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 483308 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, 2024, $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 $2,000,000 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, 2024, $2,000,000 HAD BEEN DISBURSED, SO THE AMOUNT OF THE THE FOUNDATION'S CURRENT INVESTMENT IS $2,000,000. 2000000 2433000 205294733 10845210 2433000 218572943 0 0 218572943 3278594 215294349 10764717 10764717 149216 9847 159063 10605654 0 10605654 0 10605654 10903637 2433000 13336637 10605654 0 0 838022 2989947 3184829 7012798 13336637 0 0 0 10605654 2730983 0 0 9743781 0 0 0 0 0 0 0 9743781 838022 2989947 3184829 2730983 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. ACCESS 2 INDEPENDENCE 202000 HAMILTON RD SUITE B COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 50000 AMERICAN HEART ASSOCIATION (703 SHS COCA COLA CO) 7272 GREENVILLE AVE DALLAS TX 75231 UNRELATED PC GENERAL AND OPERATING 50342 AMERICAN RED CROSS (352 SHS COCA COLA CO) PO BOX 37839 BOONE IA 500370839 UNRELATED PC GENERAL AND OPERATING 25073 ATLANTA MUSIC PROJECT (800 SHS COCA-COLA CO) 883 DILL AVE SW ATLANTA GA 30310 UNRELATED PC GENERAL AND OPERATING 50064 B&GC ENDOWMENT FUND (1063 SHS SYNOVUS FINL CORP) PO BOX 411 OSHKOSH WI 54903 UNRELATED PC GENERAL AND OPERATING 58933 B&GC ENDOWMENT FUND PO BOX 411 OSHKOSH WI 54903 UNRELATED PC GENERAL AND OPERATING 150000 BAPTIST HEALTH CARE FOUNDATION (32422 SHS SYNOVUS FINL CORP) PO BOX 241647 MONTGOMERY AL 361241647 UNRELATED PC GENERAL AND OPERATING 1267052 BAPTIST HEALTH CARE FOUNDATION PO BOX 241647 MONTGOMERY AL 361241647 UNRELATED PC GENERAL AND OPERATING 790000 BE THE VOICE 675 MANSELL RD STE 115 ROSWELL GA 30076 UNRELATED PC 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GENERAL AND OPERATING 15000 PIEDMONT COLUMBUS REGIONAL FOUNDATION (5592 SHS COCA COLA CO) 710 CENTER STREET COLUMBUS GA 31901 UNRELATED PC GENERAL AND OPERATING 401114 ROOF ABOVE 1210 N TRYON STREET MEN'S SHELTER 1210 N TRYON ST CHARLOTTE NC 28206 UNRELATED PC GENERAL AND OPERATING 5000 RUSSELL COUNTY CHILD ADVOCACY CENTER (422 SHS COCA COLA CO) 67 DOWNING DR PHENIX CITY AL 36869 UNRELATED PC GENERAL AND OPERATING 30219 SAFEHOUSE MINISTRIES (2815 SHS COCA COLA CO) 2101 HAMILTON ROAD COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 201807 SAFEHOUSE MINISTRIES 2101 HAMILTON ROAD COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 60000 SALVATION ARMY (1881 SHS GLOBAL PMTS INC) 615 MANCHESTER EXPRESSWAY COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 248085 SALVATION ARMY (243 SHS GLOBAL PMTS INC) 615 MANCHESTER EXPRESSWAY COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 30057 SALVATION ARMY (709 SHS SYNOVUS FINL CORP) 615 MANCHESTER EXPRESSWAY COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 39307 SALVATION ARMY 615 MANCHESTER EXPRESSWAY COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 50000 SHEPHERD CENTER FOUNDATION (3997 SHS COCA COLA CO) 2020 PEACHTREE RD NW ATLANTA GA 30309 UNRELATED PC GENERAL AND OPERATING 251531 SHEPHERD CENTER FOUNDATION 2020 PEACHTREE RD NW ATLANTA GA 30309 UNRELATED PC GENERAL AND OPERATING 33333 SPRINGER OPERA HOUSE (130 SHS GLOBAL PMTS INC) 103 E 10TH ST COLUMBUS GA 31901 UNRELATED PC GENERAL AND OPERATING 16907 SPRINGER OPERA HOUSE (2796 SHS COCA COLA CO) 103 E 10TH ST COLUMBUS GA 31901 UNRELATED PC GENERAL AND OPERATING 200557 SPRINGER OPERA HOUSE 103 E 10TH ST COLUMBUS GA 31901 UNRELATED PC GENERAL AND OPERATING 133333 STANDING BOY TRAILS 1701-1891 OLD RIVER ROAD COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 10000 STEWART COMMUNITY HOME (1600 SHS COCA COLA CO) 1125 15TH STREET COLUMBUS GA 31901 UNRELATED PC GENERAL AND OPERATING 100688 STEWART COUNTY FIRE AND EMS PO BOX 157 LUMPKIN GA 31815 UNRELATED PC GENERAL AND OPERATING 31870 TAKE THE CITY 2910 2ND AVENUE COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 40000 THE 18TH WARD 3329 BELL ST NEW ORLEANS LA 70119 UNRELATED PC GENERAL AND OPERATING 40000 THE FOOD MILL 3718 2ND AVE SUITE A COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 35000 THE HOUSE OF GOD 7230 FLAT ROCK ROAD MIDLAND GA 31820 UNRELATED PC GENERAL AND OPERATING 15000 THE ROCK ACADEMY 4 CRAWFORD CHURCH RD PHENIX CITY AL 36870 UNRELATED PC GENERAL AND OPERATING 30000 TRUTH SPRING INC (705 SHS COCA COLA CO) 3314 5TH AVENUE COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 50541 TRUTH SPRING INC 3314 5TH AVENUE COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 44033 UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION (7688 SHS COCA COLA CO) PO BOX 1157 COLUMBUS GA 31902 UNRELATED PC GENERAL AND OPERATING 551460 UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION (798 SHS SYNOVUS FINL) PO BOX 1157 COLUMBUS GA 31902 UNRELATED PC GENERAL AND OPERATING 44241 UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION PO BOX 1157 COLUMBUS GA 31902 UNRELATED PC GENERAL AND OPERATING 35000 UPTOWN COLUMBUS (1056 SHS COCA COLA CO) 25 W 10TH ST 4 COLUMBUS GA 31901 UNRELATED PC GENERAL AND OPERATING 75705 UPTOWN COLUMBUS (408 SHS COCA COLA CO) 25 W 10TH ST 4 COLUMBUS GA 31901 UNRELATED PC GENERAL AND OPERATING 25231 UPTOWN COLUMBUS 25 W 10TH ST 4 COLUMBUS GA 31901 UNRELATED PC GENERAL AND OPERATING 100000 VALLEY RESCUE MISSION (564 SHS COCA COLA CO) 7553 VETERANS PKWY COLUMBUS GA 31909 UNRELATED PC GENERAL AND OPERATING 40433 WESLEY GLENN MINISTRIES (751 SHS COCA COLA CO) 4850 NORTH MUMFORD ROAD MACON GA 31210 UNRELATED PC GENERAL AND OPERATING 50392 WESLEYAN COLLEGE (3358 SHS COCA COLA CO) 4760 FORSYTH RD MACON GA 31210 UNRELATED PC GENERAL AND OPERATING 210144 YOUNG LIFE 2750 SOWEGA DR COLUMBUS GA 31909 UNRELATED PC GENERAL AND OPERATING 10000 YOUNG LIFE 4420 REA RD CHARLOTTE NC 28226 UNRELATED PC GENERAL AND OPERATING 5000 YOUTH ORCHESTRA OF GREATER COLUMBUS (699 SHS COCA COLA CO) 900 BROADWAY COLUMBUS GA 31901 UNRELATED PC GENERAL AND OPERATING 49776 10903637 BREAKTHROUGH ATLANTA SCHOOL 4075 PACES FERRY ROAD NW ATLANTA GA 30327 UNRELATED PC GENERAL AND OPERATING 50000 COLUMBUS GA PICKLEBALL ASSOCIATION PO BOX 484 COLUMBUS GA 31902 UNRELATED PC GENERAL AND OPERATING 333334 COLUMBUS TECHNICAL COLLEGE FOUNDATION 928 MANCHESTER EXPRESSWAY COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 500000 COMMUNITY FOUNDATION OF THE CHATTAHOOCHEE VALLEY 1340 13TH STREET COLUMBUS GA 31901 UNRELATED PC GENERAL AND OPERATING 666666 MUSCOGEE COUNTY LIBRARY FOUNDATION 3000 MACON RD COLUMBUS GA 31906 UNRELATED PC GENERAL AND OPERATING 666666 NATIONAL INFANTRY MUSEUM FOUNDATION 1775 LEGACY WAY 235 COLUMBUS GA 31903 UNRELATED PC GENERAL AND OPERATING 333334 PASTORAL INSTITUTE 2022 15TH AVE COLUMBUS GA 31901 UNRELATED PC GENERAL AND OPERATING 333334 PHILANTHROPY SOUTHEAST 100 PEACHTREE SUITE NW SUITE 2080 ATLANTA GA 30303 UNRELATED PC GENERAL AND OPERATING 5000 PIEDMONT COLUMBUS REGIONAL FOUNDATION 710 CENTER STREET COLUMBUS GA 31901 UNRELATED PC GENERAL AND OPERATING 800000 SALVATION ARMY 615 MANCHESTER EXPRESSWAY COLUMBUS GA 31904 UNRELATED PC GENERAL AND OPERATING 750000 SHEPHERD CENTER FOUNDATION 2020 PEACHTREE RD NW ATLANTA GA 30309 UNRELATED PC GENERAL AND OPERATING 500000 SPRINGER OPERA HOUSE 103 E 10TH ST COLUMBUS GA 31901 UNRELATED PC GENERAL AND OPERATING 600000 UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION PO BOX 1157 COLUMBUS GA 31902 UNRELATED PC GENERAL AND OPERATING 4000000 9538334 14 208693 14 4184423 14 418540 18 6931289 0 11742945 0 11742945 0 0 0 0 0 0 0 0 0 0 X X 1 TR #31A401012 MARIE T MOSHELL CLAT EFF 7-31-18 PO BOX 23024 COLUMBUS GA 319023024 552574 X LEGAL & ACCOUNTING FEES 57400 57400 0 BELOCO FOUNDATION INC PO BOX 140 COLUMBUS GA 319020140 2024-01-11 107076 SEE PDF ATTACHMENT 01/30/2025 SEE PDF ATTACHMENT TR #62-A001-20-5 BONDS - SEE ATTACHMENT 7671394 7536548 TR #62-A001-28-8 BONDS - SEE ATTACHMENT 405004 396204 TR #62-A095-04-1 - SEE ATTACHMENT 2164018 2102224 COCA-COLA - 436,636 SHARES 344089 27184957 SYNOVUS FINANCIAL CORPORATION - 389,952 SHARES 3358170 19977241 GLOBAL PAYMENTS INC - 511,922 SHARES 18853530 57365979 TR #62-A097-03-9 - SEE ATTACHMENT 3501876 3654655 GREEN DOT CORP CL A 1 105953 BAY AVENUE ABSOLUTE RETURN FUND I (TAX-EXEMPT), LLC (BUTLER) AT COST 194153 559663 BAY AVENUE ABSOLUTE RETURN FUND I (TAX-EXEMPT), LLC (BALL) AT COST 2759070 3942446 BAY AVENUE ABSOLUTE RETURN FUND I (TAX-EXEMPT), LLC AT COST 4968161 7680426 BAY AVENUE ABSOLUTE RETURN FUND I (TAX-EXEMPT), LLC (RAMSAY) AT COST 2668471 3803351 BUTLER FAMILY INVESTMENTS, LLC AT COST 663791 744607 TR. #62-A001-30-4 SECURITIES - SEE ATTACHMENT AT COST 22202735 30222123 TR. #62-A001-31-2 SECURITIES - SEE ATTACHMENT AT COST 583145 813346 TR. #62-A097-08-8 SECURITIES - SEE ATTACHMENT AT COST 1478636 1455631 TR. #62-A097-09-6 SECURITIES - SEE ATTACHMENT AT COST 8532096 11581462 TR. #62-A095-03-3 SECURITIES - SEE ATTACHMENT AT COST 4885339 10842194 TR. #62-A001-05-6 SECURITIES - SEE ATTACHMENT AT COST 1544070 2642453 TR. #62-A001-13-0 SECURITIES - SEE ATTACHMENT AT COST 1481894 1629053 BUTLER FAMILY INVESTMENTS II, LLC AT COST 458509 528862 USIP I, LLC AT COST 207602 301872 MIDDLEGROUND PARTNERS I, LP AT COST 451780 612764 IRONSIDES OFFSHORE DIRECT INVESTMENT FUND V, LP AT COST 499127 819422 LEGACY VENTURES X, LLC AT COST 2656529 2935805 BUTLER FAMILY INVESTMENTS III, LLC AT COST 418612 502885 CHALLEN PARTNERS LTD AT COST 1152771 1013934 BUTLER FAMILY INVESTMENTS IV, LLC AT COST 402576 307955 MSD PRIVATE CREDIT OPPORTUNITY FUND CAYMAN 2, LP AT COST 952233 1014260 VISTA CREDIT PARTNERS FUND III, LP AT COST 1309717 1351335 BUTLER FAMILY INESTMENTS V, LLC AT COST 414633 321859 BUTLER FAMILY INESTMENTS VI, LLC AT COST 109297 42669 TR. #62-A001-08-0 SECURITIES - SEE ATTACHMENT AT COST 1315578 1387785 PROGRAM RELATED INVESTMENT - HISTORIC COLUMBUS FOUNDATION 433000 433000 433000 PROGRAM RELATED INVESTMENT - NEIGHBORWORKS COLUMBUS 2000000 2000000 2000000 FOREIGN CONVERSION & OTHER EXPENSES 98929 98929 0 DEDUCTIONS FROM PASSTHROUGH ENTITIES 241412 241412 0 NON-DEDUCTIBLE EXPENSES FROM PASSTHROUGH ENTITIES 49237 0 0 VARIOUS 8 8 8 VARIOUS PASSTHROUGH ENTITIES 418532 418532 418532 DIFFERENCE BETWEEN F.M.V. & BOOK VALUE OF CONTRIB. PAID-SEE SCHED. ATTACHED 6286557 ADJUST CARRYING VALUE OF INVESTMENTS 461332 INVESTMENT & MANAGEMENT FEES 483308 483308 0 SEE ATTACHED LIST FEDERAL EXCISE TAXES 149528 0 0 FOREIGN TAXES 32357 32357 0