2024-03-20T04:57:33-07:00 2023-12-31 843967180 CLH CPAs LLC 468 S HOUSTON LAKE RD WARNER ROBINS GA 31088 990PF 2023-01-01 571159138 Patricia Stewart Burgess Foundation Inc PATR PO Box 4146 Macon GA 31208 Malcolm S Burgess President 2024-03-20 true Malcolm S Burgess 999009999 true J Russell Lipford Jr P01308497 4789530125 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 0 X X 2124 2124 2124 198976 198976 198976 -30868 949826 1963 170232 201100 203063 5004 5004 0 0 290000 290000 295004 0 290000 -124772 201100 203063 198434 207185 4547989 5317533 1690320 1559307 6436743 7084025 0 9268 9268 9268 9268 X 6427475 7074757 6427475 7074757 6436743 7084025 6427475 -124772 772054 7074757 7074757 Clearbridge P 2022-12-14 2023-08-22 60386 58423 1963 1963 Bristol Myers Squibb P 2019-11-21 2023-12-12 115463 127750 -12287 -12287 Walt Disney Co P 2012-12-21 2023-08-22 127683 75673 52010 52010 Clearbridge P 2020-01-01 2023-08-01 405287 517339 -112052 -112052 Vanguard Financials P 2021-05-06 2023-08-22 89141 101844 -12703 -12703 Vanguard Industrials P 2021-05-06 2023-08-22 100796 99665 1131 1131 Capital Gain Dividends 51070 -30868 1963 2795 2795 2795 4964 4964 X 3 2166 0 2166 false false false false false false false true true GA true false false false false true N/A J Russell Lipford Jr 4789530125 468 S Houston Lake Road Warner Robins GA 31088 false false false false false false false false false false false false false false false false false false false false false false Malcolm S Burgess Jr P O Box 4146 Macon GA 312084146 Chairman 2.00 0 Rebecca R Burgess P O Box 4146 Macon GA 312084146 Director 1.00 0 Robert S Burgess 108 Troon Way Macon GA 31210 Director 1.00 0 NONE NONE 5729712 202809 0 5932521 0 5932521 88988 5843533 292177 292177 2795 2795 289382 289382 289382 290000 290000 289382 285602 290000 285602 0 4398 284984 X Christ Episcopal Church 582 Walnut St Macon GA 31201 N/A 501(c)(3) To provide funding for the music ministry. 55000 Museum of Arts Sciences P O Box 4151 Macon GA 31208 N/A 501(c)(3) Educational Programming in 2017. 60000 Mercer University 1400 Coleman Avenue Macon GA 31207 N/A 501(c)(3) To provide support for the McDuffie Center and the Music Program. 50000 Wesleyan College 4760 Forsyth Road Macon GA 31210 N/A 501(c)(3) Support the Willet Library Fund. 50000 Hay House 934 Georgia Ave Macon GA 31201 N/A 501(c)(3) To benefit the operations and programming for the Hay House. 15000 Macon Volunteer Clinic 376 Rogers Ave Macon GA 31204 N/A 501(c)(3) For Patient Care. 10000 Rebuilding Macon 3864 Lake Street Macon GA 31204 n/a 501(c)(3) To benefit low income homeowners for home repairs. 25000 Stratford Academy 6010 Peake Road Macon GA 31220 N/A 501(c)(3) To support the school's annual fund 25000 290000 14 2124 14 198976 51070 -81938 Fed Income Tax Refund 252170 -81938 170232 false false false false false false false false false false 1000 Shares Southern Co 70120 1100 Shares Johnson & Johnson 172414 1200 Shares Philip Morris 112896 2800 Shares AFLAC 231000 1500 Shares Walt Disney Company 2000 Shares Qualcomm Inc 289260 1000 Shares Travelers Companies 190490 1000 Shs First Trust Dow Jones Internet 186550 1300 Shares Norfolk Southern 307294 4800 Shares Apple, Inc 924144 500 Shares Lockheed Martin Corp 226620 900 Shares Chevron 134244 3000 Shares Met Life 198390 1400 Shares United Parcel 220122 1400 Shares Caterpillar Inc 413938 2300 Shares Bristol Myers Squibb 1000 Shares Intl Business Machines 163550 2200 Shares Coca-Cola 129646 400 Shares Home Depot 138620 2800 Shares Merck & Company 305256 1000 Shares Alphabet, Inc. 139690 1100 Shares Vanguard Financials 500 Shares Vanguard Industrials 4000 Shares Pfizer 115160 1200 Shares Vanguard Communication 141269 235 Shares Vanguard Info Technology 113740 900 Shares Vanguard S&P 500 393120 8690 SharesThiele Kaolin Stock FMV 695200 350 Shares Vanguard Health Care AT COST 87745 4449.608 Shares Clearbridge Agressive Gr FMV 11532.555 Shares Growth Fund of America FMV 776362 Unrealized Gain 772054 Due to Malcolm Burgess 9268 9268 Federal Taxes 4964 Taxes & Licenses 40