2025-03-06T10:04:50-06:00 2023-12-31 200708248 PIVOT CPAS PA 238 PONTE VEDRA PARK DR ST 201 PONTE VEDRA BEACH FL 32082 990PF 2023-01-01 453077152 THE TIM AND LEAH CHAPMAN FOUNDATION TIMA 9045450709 518 RUTILE DRIVE PONTE VEDRA BEACH FL 32082 LEAH H CHAPMAN PRESIDENT 9045450709 2025-03-05 1 0 WENDY RANSON P01204152 9042802053 2023 2025-03-06 01:10:19Z X 1830504 X 35000 109693 52009 13328 185611 13328 158021 65337 0 0 0 11374 11374 0 3 3 0 1232 1232 0 12609 12609 0 266500 266500 279109 12609 266500 -121088 52728 316955 11781 11781 1497523 1522945 1818723 1814478 1534726 1830504 0 0 X 0 0 0 0 1814478 1534726 1814478 1534726 1814478 1534726 1814478 -121088 0 1693390 158664 1534726 TD AMERITRADE P 2023-12-31 87737 87908 -171 -171 TD AMERITRADE P 2023-12-31 3753 5019 -1266 -1266 CPG CARLYLE COMMITMENTS FUND LLC P 2023-02-07 30000 34090 -4090 -4090 STIFEL P 2023-12-31 1170 1199 -29 -29 STIFEL P 2023-12-31 20612 24103 -3491 -3491 JP MORGAN ULTRA SHORT P 2023-10-11 16873 16892 -19 -19 BLACKSTONE ALTERNATIVE P 2023-10-11 2985 3072 -87 -87 CAPITAL GAINS DIVIDENDS P 22481 22481 22481 13328 733 0 733 0 733 2531 0 0 0 2531 0 1798 1798 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 1 N/A KATHY DEVINE 9047393983 238 PONTE VEDRA PARK DR 201 PONTE VEDRA BEACH FL 32082 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HANNAH PARSONS 518 RUTILE DRIVE PONTE VEDRA BEACH FL 32082 DIRECTOR 1.00 0 0 0 LEAH H CHAPMAN 518 RUTILE DRIVE PONTE VEDRA BEACH FL 32082 PRESIDENT, DIRECTOR, SECRETARY 1.00 0 0 0 LORIANNE G CHAPMAN 518 RUTILE DRIVE PONTE VEDRA BEACH FL 32082 DIRECTOR 1.00 0 0 0 TIMOTHY J CHAPMAN 518 RUTILE DRIVE PONTE VEDRA BEACH FL 32082 DIRECTOR 1.00 0 0 0 AMY NAVARRO 518 RUTILE DRIVE PONTE VEDRA BEACH FL 32082 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1742506 116652 0 1859158 0 0 1859158 27887 1831271 91564 91564 733 733 90831 0 90831 0 90831 266500 0 266500 90831 0 0 92921 51702 76588 190242 411453 266500 0 0 0 90831 175669 0 0 587122 0 0 0 0 0 0 92921 494201 51702 76588 190242 175669 LEAH H CHAPMAN TIMOTHY J CHAPMAN X ATLAS MINISTRY 1560 S MAIN ST GREENSBORO GA 30642 GENERAL & UNRESTRICTED 10000 CHURCH OF ELEVEN22 14286 BEACH BOULEVARD STE 42 JACKSONVILLE FL 32250 GENERAL & UNRESTRICTED 200000 GRACE UNDER THE OAKS 450 STATE ROAD 13 NORTH STE 106-431 ST JOHNS FL 32259 GENERAL & UNRESTRICTED 1500 MERCY HEALTH CENTER INC 700 OGLETHORPE AVE STE C7 ATHENS GA 30606 GENERAL & UNRESTRICTED 25000 MONIQUE BURR FOUNDATION 7807 BAYMEADOWS RD E STE 202 JACKSONVILLE FL 32256 GENERAL & UNRESTRICTED 10000 PROJECT LINUS PO BOX 1548 BELTON MO 64012 GENERAL & UNRESTRICTED 1000 THE BOSELLI FOUNDATION PO BOX 16385 JACKSONVILLE FL 32245 GENERAL & UNRESTRICTED 10000 THE GARY AND VIVIENNE PLAYER FOUNDATION PO BOX 780 OAKS PA 19456 GENERAL & UNRESTRICTED 2500 THE GEORGIA LIONS LIGHTHOUSE FOUNDATION 5582 PEACHTREE RD CHAMBLEE GA 30341 GENERAL & UNRESTRICTED 2500 THE SPARROWS NEST 745 PRINCE AVENUE ATHENS GA 30606 GENERAL & UNRESTRICTED 4000 266500 0 14 109693 18 13328 0 123021 0 123021 0 0 0 0 0 0 0 0 0 0 X X 1 2012 LEAH H CHAPMAN REV LIVING TRUST 518 RUTILE DRIVE PONTE VEDRA BEACH FL 32082 35000 X STIFEL INVESTMENTS - INDIVIDUAL SECURITY DETAILS AVAIALBLE UPON REQUEST AT COST 545710 650020 SCHWAB INVESTMENTS - INDIVIDUAL SECURITY DETAILS AVAIALBLE UPON REQUEST AT COST 977235 1168703 UNREALIZED LOSS 158664 BANK FEES 352 352 0 LOSS VIRTUS REAL ESTATE CAPITAL LP 880 880 0 INVESTMENT MANAGEMENT SERVICES 11374 11374 0