2025-09-30T05:02:00-07:00 2024-12-31 454709572 Swinton Griffith 3978 Sweet Bottom Drive Duluth GA 30096 990PF 2024-01-01 454004727 Melvin Douglas and Victoria Kay Ivester Foundation Inc MELV 4043107000 411 Peachtree Battle Ave NW ATLANTA GA 303054032 Lynn J Darby President 4043107000 2025-09-30 true true Swinton Griffith P01350474 4043107000 X 2024 2025-03-06 01:10:19Z X 90902907 X 4543654 803 803 2569695 2515511 10671029 30744230 10671029 10671029 0 -29216 -29216 17755965 13158127 10671029 298500 136000 162500 14106 1411 12695 0 240362 240362 207000 0 0 759968 377773 175195 2896500 2896500 3656468 377773 3071695 14099497 12780354 10671029 1183088 5449923 5449923 0 0 62936518 72483611 84641250 0 395339 640090 811734 0 0 0 0 64514945 78573624 90902907 0 0 0 0 0 X 64514945 78573624 64514945 78573624 64514945 78573624 64514945 14099497 78614442 40818 78573624 Morgan Stanley Publicly Held Securities P 2024-01-01 2024-12-31 4583254 0 2644819 1938435 0 0 0 1938435 Rockefeller Capital Publicly Held Securities P 2024-01-01 2024-12-31 26160976 0 17428382 8732594 0 0 0 8732594 10671029 10671029 177647 0 177647 0 177647 215261 0 215261 -215261 37614 37614 false false false false false false 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 9500 0 0 Lynn J Darby 9245 Prestwick Club Drive Duluth GA 30097 Director, President 30.00 135500 0 0 Swinton A Griffith III 3978 Sweet Bottom Drive Duluth GA 30096 Director,CFO,Treasurer,Secretary, 30.00 134500 0 0 Oliver C Murray 964 Racetrack Road McDonough GA 30252 Director 10.00 9500 0 0 Brian K Rochester 2132 Elysian Circle Gainesville GA 30501 Director 10.00 9500 0 0 Martha Maron Weber 645 County Road 604 Wedowee AL 36278 VP and Asst. Secretary 0.00 0 0 0 NONE 0 Morgan Stanley 3280 Peachtree Road NE STE 2000 Atlanta GA 30305 Investment Advisory 138698 Rockefeller Capital Management 3060 Peachtree Road NW STE 110 Atlanta GA 30305 Investment Advisory 101664 0 None 0 None 0 0 0 81880768 4852840 559388 87292996 0 87292996 1309395 85983601 4299180 4299180 177647 177647 4121533 4121533 4121533 3071695 0 3071695 4121533 2892175 0 0 0 0 0 0 3071695 2892175 0 179520 0 0 0 0 0 3942013 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 Scholarship-CAESMassey/Ivester Foundation 8000 Brenau University 500 Washington Street SE Gainesville GA 30501 PC Ivester CollegeOf Health Sciences 550000 Hall County School District 711 Green Street Gainesville GA 30501 Public School Learning Commons 100000 Hall County School District 711 Green Street Gainesville GA 30501 PublicSchool Howard E. IvesterEarly College/UGA Partnership 100000 Hall County School District 711 Green Street Gainesville GA 30501 PublicSchool Howard E. IvesterEarly CollegeNorth Campus 1000000 Brenau University 500 Washington Street SE Gainesville GA 30501 PC Brenau UniversityScholarships 112500 Hall County School District 711 Green Street Gainesville GA 30501 PublicSchool Hall County SchoolDistrict Teacherof Year Program 25000 Gainesville City School System 508 Oak Street Gainesville GA 30501 PublicSchool City of GainesvilleTeacher ofYear Program 10000 Brenau University 500 Washington Street SE Gainesville GA 30501 PC Endowed Scholarhship Barnett/Skleder 140000 Atlanta Botanical Garden 1345 Piedmont Avenue Atlanta GA 30309 PC Childrens Gardenand Orchard Parking 700000 Theatre Wings Endowment Fund PO Box 1261 Gainesville GA 30503 PC Production Sponsorship 3500 University of Georgia Foundation 1 Press Place Ste 101 Athens GA 30601 PC UGA Scholarhipsand Study AbroadPrograms 145000 Lake Lanier Olympic Park Foundation P O Box 369 Gainesville GA 30503 PC Lake Lanier OlympicPark ProjectInvestments 2500 2896500 14 803 14 2569695 18 10671029 13241527 13241527 false false false false false false false false false false X X 1 M Douglas Ivester 411 Peachtree Battle Ave NW Atlanta GA 303054032 1250000 X 2 M Douglas Ivester 411 Peachtree Battle Ave NW Atlanta GA 303054032 696800 X 3 M Douglas Ivester 411 Peachtree Battle Ave NW Atlanta GA 303054032 136000 X 4 M Douglas Ivester 411 Peachtree Battle Ave NW Atlanta GA 303054032 1576119 X X 5 M Douglas Ivester 411 Peachtree Battle Ave NW Atlanta GA 303054032 290648 X X 6 M Douglas Ivester 411 Peachtree Battle Ave NW Atlanta GA 303054032 508163 X X 7 M Douglas Ivester 411 Peachtree Battle Ave NW Atlanta GA 303054032 85924 X X 4 Schedule of common shares attached (Cost $1,576,119) 2093290 2024-01-31 5 Schedule of common shares attached (Cost $290,648) 395132 2024-02-01 6 Schedule of common shares attached (Cost $508,163) 594018 2024-10-29 7 1070 common shares of AbbVie, Inc. (ABBV) (Cost $85,924) 214417 2024-11-05 None 0 Morgan Stanley - Sale of Investment Assets Purchased Various 4583254 2644819 1938435 Rockefeller Capital - Sale of Investment Assets Purchased Various 26160976 17428382 8732594 Rockefeller Capital Management Account 60126340 65760151 Morgan Stanley Managed Account 12357271 18881099 Morgan Stanley Riverview SOF I 18752 22039 Gerber Taylor X 621338 789695 Alston & Bird Tax 14106 1411 12695 Prior Year Adjustment 40818 Income from Riverview SOF I -806 -806 Income from Riverview SOF I AIV 1644 1644 Income from GT Private Equity X -30054 -30054 Other Income Morgan Stanley Investment Advisory 138698 138698 Rockefeller Capital Investment Advisory 101664 101664 990-PF & 990-T taxes 207000