2024-11-15T00:43:50-06:00 2023-12-31 861065772 DELOITTE TAX LLP 1230 PEACHTREE ST NE STE 3100 ATLANTA GA 30309 990PF 2023-01-01 581693323 COLONIAL FOUNDATION INC COLO 9122361331 PO BOX 576 SAVANNAH GA 314020576 CHRISTIAN DEMERE VP & TREASURER 9122361331 2024-11-08 1 0 STEPHANIE M BARTH P00542848 4042201500 2023 2024-10-15 13:58:12Z X 18815624 X 2750000 296526 296526 509394 2119139 509394 115896 74674 3671816 880594 0 0 0 68636 68636 0 6773 6773 0 23328 2828 0 98737 78237 0 1705589 1705589 1804326 78237 1705589 1867490 802357 15611 44003 44003 160029 382159 382159 8942403 10569331 16703737 253122 174532 1685725 9371165 11170025 18815624 -217933 -286563 -217933 -286563 X 9589098 11456588 0 0 0 0 9589098 11456588 9371165 11170025 9589098 1867490 0 11456588 0 11456588 PUBLICLY TRADED SECURITIES 2113520 1609745 503775 503775 SECTION 1231 GAIN(LOSS) - FROM K-1 P 5619 5619 5619 509394 11153 0 11153 0 11153 2349 0 21000 0 23349 0 12196 12196 0 0 0 0 0 0 0 0 0 1 1 0 1 1 GA 1 0 0 0 0 1 N/A CLAYTON D CHESHIRE 9122361331 101 NORTH LATHROP AVE SAVANNAH GA 31415 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 R H DEMERE JR 101 N LATHROP AVE SAVANNAH GA 31415 CHAIRMAN 0.25 0 0 0 CHRISTIAN B DEMERE 101 N LATHROP AVE SAVANNAH GA 31415 PRESIDENT; CEO 0.25 0 0 0 CLAYTON D CHESHIRE 101 N LATHROP AVE SAVANNAH GA 31415 CFO 0.25 0 0 0 NONE 0 MINIS & COMPNAY 25 BULL STREET 502 SAVANNAH GA 31401 INVESTMENT MANAGEMENT FEES 68636 0 0 15395234 335029 1685725 17415988 0 0 17415988 261240 17154748 857737 857737 11153 7602 18755 838982 0 838982 0 838982 1705589 0 1705589 838982 0 0 656116 2620419 1085330 747386 1036234 6145485 1705589 0 0 0 838982 866607 0 0 7012092 0 0 0 0 0 0 656116 6355976 2620419 1085330 747386 1036234 866607 CLAYTON D CHESHIRE 101 NORTH LATHROP AVENUE SAVANNAH GA 31415 9122361331 LETTER AND COPY OF IRS LETTER GRANTING TAX EXEMPT STATUS UNDER 501(C)(3) NONE NONE AMERICA'S SECOND HARVEST 2501 E PRESIDENT STREET SAVANNAH GA 31404 NONE PC CONTRIBUTION 140000 AMERICA'S SECOND HARVEST 2501 E PRESIDENT STREET SAVANNAH GA 31404 NONE PC CONTRIBUTION 1000 BENEDICTINE MILITARY SCHOOL 6502 SEAWRIGHT DRIVE SAVANNAH GA 31406 NONE PC CONTRIBUTION 100000 BETHESDA ACADEMY PO BOX 13039 SAVANNAH GA 31416 NONE PC CONTRIBUTION 2500 BOYS & GIRLS CLUB OF THE LOWCOUNTRY 10 PICKNEY COLONY RD SUITE 103 BLUFFTON SC 29909 NONE PC CONTRIBUTION 10000 BRIGHTSIDE CHILD & FAMILY ADVOCACY 761 WHEATON ST SAVANNAH GA 31401 NONE PC CONTRIBUTION 2500 CARETTA RESEARCH PROJECT PO BOX 9841 SAVANNAH GA 31412 NONE PC CONTRIBUTION 1000 CHATHAM SAVANNAH CITIZEN ADVOCACY 517 E CONGRESS STREET SAVANNAH GA 31401 NONE PC MATCHING GIFT 100 CHATHAM SAVANNAH CITIZEN ADVOCACY 517 E CONGRESS STREET SAVANNAH GA 31401 NONE PC CONTRIBUTION 3000 COASTAL HERITAGE SOCIETY 303 MARTIN LUTHER KING JR BLVD SAVANNAH GA 31401 NONE PC CONTRIBUTION 365 COASTAL JAZZ ASSOCIATION 1305 BARNARD ST SAVANNAH GA 31401 NONE PC CONTRIBUTION 10000 CURE CHILDHOOD CANCER 200 ASHFORD CENTER NORTH STE 250 ATLANTA GA 30338 NONE PC CONTRIBUTION 1000 ELEVATE SAVANNAH 836 E 65TH ST STE 23 SAVANNAH GA 31405 NONE PC CONTRIBUTION 75000 FOUNDATION FOR PUBLIC BROADCASTING 260 14TH ST NW ATLANTA GA 30318 NONE PC CONTRIBUTION 1000 GEORGIA CONSERVANCY 230 PEACHTREE STREET NW SUITE 2275 ATLANTA GA 30303 NONE PC CONTRIBUTION 1000 GEORGIA INDEPENDENT COLLEGE ASSOCIATION 600 W PEACHTREE ST NW SUITE 1710 ATLANTA GA 30308 NONE PC CONTRIBUTION 3000 GIRL SCOUTS OF HISTORIC GEORGIA 6869 COLUMBUS RD LIZELLA GA 31052 NONE PC CONTRIBUTION 5000 GIRLS ON THE RUN 401 EISENHOWER DR SAVANNAH GA 31406 NONE PC CONTRIBUTION 5000 GUIDING EYES FOR THE BLIND 611 GRANITE SPRINGS RD YORKTOWN HEIGHTS NY 10598 NONE PC MATCHING GIFT 500 HABERSHAM SCHOOL PO BOX 31037 SAVANNAH GA 31410 NONE PC CONTRIBUTION 10000 HORIZONS SAVANNAH 824 STILLWOOD DR SAVANNAH GA 31419 NONE PC CONTRIBUTION 5000 HOSPICE SAVANNAH 1352 EISENHOWER DR SAVANNAH GA 31406 NONE PC CONTRIBUTION 5000 JUNIOR ACHIEVEMENT 275 NORTHSIDE DR NW ATLANTA GA 30314 NONE PC CONTRIBUTION 2500 JUNIOR ACHIEVEMENT 275 NORTHSIDE DR NW ATLANTA GA 30314 NONE PC CONTRIBUTION 400000 JUVENICLE DIABETES RESEARCH FOUNDATION (JDRF) 200 VESEY ST 28TH FLOOR NEW YORK NY 10281 NONE PC CONTRIBUTION 500 LIVING VINE INC 535 E 54TH STREET SAVANNAH GA 31405 NONE PC CONTRIBUTION 5000 MEDBANK 836 E 65TH ST STE 12 SAVANNAH GA 14405 NONE PC CONTRIBUTION 1000 MEDBANK 836 E 65TH ST STE 12 SAVANNAH GA 14405 NONE PC CONTRIBUTION 25000 MIGHTY EIGHTH PO BOX 1992 SAVANNAH GA 31402 NONE PC CONTRIBUTION 25000 MOUNTAINFILM ON TOUR PO BOX 10834 SAVANNAH GA 31412 NONE PC CONTRIBUTION 5000 MUSCULAR DYSTROPHY ASSOCIATION 161 N CLARK SUITE 3550 CHICAGO IL 60601 NONE PC CONTRIBUTION 2000 NATIONAL MUSEUM OF THE MIGHTY EIGHTH PO BOX 1992 SAVANNAH GA 31402 NONE PC CONTRIBUTION 60000 NATURE CONSERVANCY IN GEORGIA 1270 CAROLINE ST STE D120 ATLANTA GA 30307 NONE PC CONTRIBUTION 2500 NEW COMMUNITY HEALTH FOUNDATION 1901 ENERGY COURT STE 265 GILLETTE WY 82718 NONE PC MATCHING GIFT 500 OLD SAVANNAH CITY MISSION 2414 BULL ST SAVANNAH GA 31401 NONE PC CONTRIBUTION 2500 OSSABAW ISLAND FOUNDATION 13040 ABERCORN ST STE 20 SAVANNAH GA 31419 NONE PC MATCHING GIFT 100 PARENTS & FRIENDS OF HANCOCK DAY SCHOOL 6600 HOWARD FOSS DR SAVANNAH GA 31406 NONE PC CONTRIBUTION 10000 PARK PLACE OUTREACH 514 E HENRY ST SAVANNAH GA 31401 NONE PC CONTRIBUTION 2500 ROYCE LEARNING CENTER 4 OLGETHORPE PROFESSIONAL BLVD SAVANNAH GA 31406 NONE PC CONTRIBUTION 1000 SALVATION ARMY 1424 NORTHEAST EXPRESSWAY BROOKHAVEN GA 30329 NONE PC CONTRIBUTION 2000 SAVANNAH ASSOCIATION FOR THE BLIND INC 1141 CORNELL AVE SAVANNAH GA 31406 NONE PC MATCHING GIFT 500 SAVANNAH CENTER FOR BLIND AND LOW VISION 1141 CORNELL AVE SAVANNAH GA 31406 NONE PC CONTRIBUTION 3500 SAVANNAH CLASSICAL ACADEMY FOUNDATION PO BOX 8778 SAVANNAH GA 31412 NONE PC CONTRIBUTION 50000 SAVANNAH COMMUNITY FOUNDATION 2225 NORWOOD AVENUE STE B SAVANNAH GA 31406 NONE PC CONTRIBUTION 3000 SAVANNAH COUNTRY DAY SCHOOL 824 STILLWOOD DR SAVANNAH GA 31419 NONE PC CONTRIBUTION 5000 SAVANNAH PHILHARMONIC 1515 ABERCORN STREET SAVANNAH GA 31401 NONE PC CONTRIBUTION 50000 SAVANNAH TECHNICAL COLLEGE FOUNDATION 5717 WHITE BLUFF RD SAVANNAH GA 31405 NONE PC CONTRIBUTION 2500 SD GUNNER FUND 24 CHENEY CT RICHMOND HILL GA 31324 NONE PC CONTRIBUTION 2500 SENIOR CITIZENS INC 3025 BULL STREET SAVANNAH GA 31405 NONE PC CONTRIBUTION 2500 ST ANDREW'S SCHOOL 601 PENN WALLER RD SAVANNAH GA 31410 NONE PC CONTRIBUTION 25000 ST ANDREW'S SCHOOL 601 PENN WALLER RD SAVANNAH GA 31410 NONE PC CONTRIBUTION 200000 ST VINCENT'S ACADEMY 207 E LIBERTY ST SAVANNAH GA 31401 NONE PC CONTRIBUTION 15000 ST VINCENT'S ACADEMY 207 E LIBERTY ST SAVANNAH GA 31401 NONE PC CONTRIBUTION 50000 TELFAIR MUSEUMS 121 BARNARD ST SAVANNAH GA 31412 NONE PC CONTRIBUTION 25000 THE COASTAL EMPIRE HABITAT FOR HUMANITY PO BOX 2431 SAVANNAH GA 31402 NONE PC CONTRIBUTION 2500 THE GEORGIA CONSERVANCY 230 PEACHTREE STREET NW SUITE 2275 ATLANTA GA 30303 NONE PC CONTRIBUTION 2500 TWO HUNDRED CLUB PO BOX 1922 SAVANNAH GA 31402 NONE PC CONTRIBUTION 250 UNION MISSION 120 FAHM ST SAVANNAH GA 31401 NONE PC MATCHING GIFT 250 UNION MISSION 120 FAHM ST SAVANNAH GA 31401 NONE PC CONTRIBUTION 5000 UNITED WAY 428 BULL STREET SAVANNAH GA 31401 NONE PC CONTRIBUTION 325524 URBAN HOPE PO BOX 8244 SAVANNAH GA 31412 NONE PC CONTRIBUTION 1000 YMCA 6400 HABERSHAM STEET SUITE A SAVANNAH GA 31405 NONE PC CONTRIBUTION 5000 1705589 0 14 296526 16 23838 531120 20681 01 509394 OTHER 01 RENT 531120 20541 16 50836 41222 880594 0 921816 0 0 0 0 0 0 0 0 0 0 X X 1 COLONIAL GROUP INC PO BOX 576 SAVANNAH GA 314020576 2750000 X 10569331 16703737 INVESTMENT IN SOUTH COAST GROUP, LLC 253122 174532 1685725 INTEREST 2454 2454 2454 UNRECAPTURED SECTION 1250 GAIN 42065 21384 42065 RENT 71377 50836 71377 INVESTMENT FEES 68636 68636 0 EXCISE TAX 1828 1828 0 PY STATE EXCISE TAX 1000 1000 0 PY EXCISE TAX 20500 0 0