2023-10-19T07:30:17-07:00 2022-12-31 454709572 Swinton Griffith 3978 Sweet Bottom Drive Duluth GA 30096 990PF 2022-01-01 454004727 Melvin Douglas and Victoria Kay Ivester Foundation Inc MELV 4043107000 411 Peachtree Battle Ave NW ATLANTA GA 303054032 Lynn J Darby President 4043107000 2023-10-19 true Lynn Darby XXX-XX-XXXX true Swinton Griffith P01350474 4043107000 X 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 55502689 X 3622358 1301 1301 1353111 1347363 3366066 8322574 3366066 3366066 0 -13022 -5307 8329814 4709423 3366066 241381 118409 122972 0 0 128322 128322 51 65000 0 0 434754 246731 122972 2052000 2052000 2486754 246731 2174972 5843060 4462692 3366066 898239 543635 543635 0 0 44055215 50082923 54669022 0 157210 274188 290032 0 0 0 0 45110664 50900746 55502689 0 0 49993 0 49993 0 X 45060671 50900746 45060671 50900746 45110664 50900746 45060671 5843060 50903731 2985 50900746 UBS Publicly Held Securities P 2022-01-01 2022-12-31 7742036 0 4428833 3313203 0 0 0 3313203 Morgan Stanley Publicly Held Securities P 2022-01-01 2022-12-31 580538 0 527675 52863 0 0 0 52863 3366066 3366066 62031 0 62031 0 62031 73242 0 73242 -73242 11211 11211 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 75377 0 0 Lynn J Darby 9 Corte Del Mar Palm Coast FL 32137 Director, President 18.00 76377 0 0 Swinton A Griffith III 3978 Sweet Bottom Drive Duluth GA 30096 Director,CFO 18.00 75377 0 0 Oliver C Murray 964 Racetrack Road McDonough GA 30252 Director 5.00 9500 0 0 Brian K Rochester 2132 Elysian Circle Gainesville GA 30501 Director 5.00 4750 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 60104 UBS Financial Services Inc 3560 Lenox Road NE Atlanta GA 30326 Investment Advisory 68218 0 None 0 None 0 0 0 51228282 1063026 206866 52498174 0 52498174 787473 51710701 2585535 2585535 62031 62031 2523504 2523504 2523504 2174972 0 2174972 2523504 2051448 0 0 0 0 0 0 2174972 2051448 0 123524 0 0 0 0 0 2399980 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 University of Georgia Scholarship 76000 Brenau University 500 Washington Street SE Gainesville GA 30501 PC Strengthen University'sHealth Sciences programs 550000 Hall County School District 711 Green Street Gainesville GA 30501 PC Howard E. IvesterEarly College 706000 Atlanta Botanical Garden 1345 Piedmont Ave NE Atlanta GA 30309 PC Vineyard andOrchard Parking 650000 Hall County School District 711 Green Street Gainesville GA 30501 PC Hall County SchoolDistrict Teacherof Year Program 50000 Gainesville City School System 508 Oak Street Gainesville GA 30501 PC Gainesville CitySchool System TeacherOf Year Program 20000 2052000 14 1301 14 1353111 18 3366066 4720478 4720478 false false false false false false false false false false X X 1 M Douglas Ivester 411 Peachtree Battle Avenue NW Atlanta GA 303054032 2200000 X 2 M Douglas Ivester 411 Peachtree Battle Avenue NW Atlanta GA 303054032 94427 X 3 M Douglas Ivester 411 Peachtree Battle Avenue NW Atlanta GA 303054032 1327931 X 2 8,000 Shares of ACI Worldwide, Inc. (ACIW) (Cost $94,427) 281000 2022-01-03 3 37,000 Shares of Duke Energy Corp. (DUK) (Cost $1,327,931) 4083320 2022-08-15 None 0 Morgan Stanley - Sale of Investment Assets Purchased Various 580538 527675 52863 UBS - Sale of Investment Assets Purchased Various 7742036 4428833 3313203 UBS Financial Services Inc. 44330455 47000082 Morgan Stanley Managed Account 5752468 7668940 Morgan Stanley Riverview SOF I 28867 39075 Gerber Taylor X 245321 250957 Prior Year Adjustment 2985 Income from Riverview SOF I 6190 13905 Loss from GT Private Equity X -19212 -19212 UBS Financial Services, Inc. Investment Advisory 68218 68218 Morgan Stanley Investment Advisory 60104 60104 Excise Tax on Investment Income 65000