2024-05-07T08:26:59-07:00 2023-12-31 811633918 BRIAN CHARLES HIRSCH CPA 18 9TH ST STE 501A COLUMBUS GA 31901 990PF 2023-01-01 582305820 Pat and Jack Wilensky Family Foundation PATA 7065757998 2732 Sue Mack Drive Columbus GA 31906 Patricia R Wilensky Chair/President 2024-05-07 true Patricia R Wilensky 999009999 true Brian C Hirsch P00843439 7066419933 X 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 790338 X 4051 274 274 274 27839 27839 27839 573 836982 573 32737 28686 28113 895 8336 8336 630 600 9861 8936 0 29689 29689 39550 8936 29689 -6813 19750 28113 8614 8000 8000 60261 38783 38783 167 664586 636451 684272 24613 68321 59283 758241 751555 790338 0 X 758241 751555 758241 751555 758241 751555 758241 -6813 127 751555 751555 100 Sh Allstate Corp. P 2022-11-21 2023-02-17 13600 13413 187 187 100 Sh Allstate Corp. P 2022-12-31 2023-10-20 12134 13371 -1237 -1237 4 Sh Allstate Corp. P 2023-02-21 2023-11-02 534 535 -1 -1 39 Sh Allstate Corp. P 2022-08-24 2023-11-02 5203 4955 248 248 Call Allstate Corp. P 2022-12-21 2023-01-20 147 147 147 Call Allstate Corp. P 2023-02-24 2023-03-17 110 110 110 Call Allstate Corp. P 2023-04-06 2023-04-21 93 93 93 Call Allstate Corp. P 2023-04-27 2023-05-19 127 127 127 Call Allstate Corp. P 2023-07-20 2023-08-18 130 130 130 Call Allstate Corp. P 2023-08-22 2023-09-15 89 89 89 25 Sh Broadcom, inc. P 2022-03-25 2023-03-14 15638 15590 48 48 600 Sh Bank of America P 2023-11-20 2023-12-15 18717 17989 728 728 62 Sh Bank of America P 2023-11-20 2023-12-18 2077 1859 218 218 300 Sh Baxter Int'l P 2023-05-10 2023-07-21 14292 13177 1115 1115 300 Sh Baxter Int'l P 2022-12-31 2023-12-15 11214 14446 -3232 -3232 234 Sh BCE, Inc. P 2022-03-25 2023-04-21 10627 12718 -2091 -2091 166 Sh BCE, Inc. P 2022-12-06 2023-04-21 7539 7807 -268 -268 Call BCE, Inc. P 2023-07-13 2023-08-18 248 248 248 300 Sh Citigroup, Inc. P 2022-12-31 2023-01-20 15213 15791 -578 -578 41 Sh Citigroup, Inc. P 2022-09-14 2023-11-17 1703 1983 -280 -280 459 Sh Citigroup, Inc. P 2022-12-31 2023-11-17 19071 22173 -3102 -3102 55 Sh Citigroup, Inc. P 2023-11-02 2023-12-11 2664 2244 420 420 Call Citigroup, Inc. P 2023-01-31 2023-02-17 147 147 147 Call Citigroup, Inc. P 2023-02-23 2023-03-17 153 153 153 Call Citigroup, Inc. P 2023-03-31 2023-04-21 106 106 106 Call Citigroup, Inc. P 2023-05-17 2023-06-16 127 127 127 Call Citigroup, Inc. P 2023-07-11 2023-07-21 124 124 124 Call Citigroup, Inc. P 2023-06-07 2023-07-21 93 93 93 Call Citigroup, Inc. P 2023-08-07 2023-08-18 80 80 80 Call Citigroup, Inc. P 2023-10-10 2023-10-20 105 105 105 50 Sh Conagra Brands, Inc. P 2022-03-25 2023-04-21 1876 1638 238 238 350 Sh Conagra Brands, Inc. P 2022-12-31 2023-04-21 13129 13275 -146 -146 15 Sh Comcast Corp. P 2022-03-25 2023-05-19 622 705 -83 -83 85 Sh Comcast Corp. P 2023-02-21 2023-05-19 3524 3261 263 263 300 Sh Comcast Corp. P 2022-03-25 2023-05-19 12151 14109 -1958 -1958 300 Sh Comcast Corp. P 2023-05-22 2023-12-15 13011 12461 550 550 Call Comcast Corp. P 2023-01-10 2023-02-17 170 170 170 Call Comcast Corp. P 2023-08-11 2023-09-15 174 174 174 Call Comcast Corp. P 2023-10-02 2023-10-20 132 132 132 300 Sh Cisco Systems, Inc. P 2022-11-21 2023-02-17 15165 14358 807 807 300 Sh Cisco Systems, Inc. P 2022-12-31 2023-03-17 15114 14975 139 139 400 Sh Cisco Systems, Inc. P 2022-12-31 2023-06-16 20160 19904 256 256 400 Sh Cisco Systems, Inc. P 2022-12-31 2023-07-21 20913 20280 633 633 300 Sh Cisco Systems, Inc. P 2023-07-25 2023-08-18 16629 16069 560 560 Call Cisco Systems, Inc. P 2023-05-01 2023-05-19 168 168 168 Call Cisco Systems, Inc. P 2023-08-28 2023-09-15 108 108 108 Call Cisco Systems, Inc. P 2023-10-02 2023-10-20 99 99 99 Call Cisco Systems, Inc. P 2023-10-23 2023-11-17 192 192 192 200 Sh Dow, Inc. P 2022-12-31 2023-06-16 10530 9886 644 644 136 Sh Dow, Inc. P 2022-11-21 2023-12-15 7294 6704 590 590 164 Sh Dow, Inc. P 2023-06-21 2023-12-15 8795 8544 251 251 Call Dow, Inc. P 2023-01-19 2023-02-17 193 193 193 Call Dow, Inc. P 2023-02-28 2023-03-17 162 162 162 Call Dow, Inc. P 2023-03-29 2023-04-21 150 150 150 Call Dow, Inc. P 2023-05-05 2023-05-19 130 130 130 Call Dow, Inc. P 2023-07-11 2023-07-21 100 100 100 Call Dow, Inc. P 2023-06-14 2023-07-21 76 76 76 Call Dow, Inc. P 2023-07-24 2023-08-18 159 159 159 Call Dow, Inc. P 2023-08-25 2023-09-15 135 135 135 Call Dow, Inc. P 2023-09-18 2023-10-20 216 216 216 200 Sh Duke Energy Corp. P 2022-12-31 2023-03-17 19164 20582 -1418 -1418 200 Sh Duke Energy Corp. P 2022-12-31 2023-04-21 19683 19612 71 71 200 Sh Duke Energy Corp. P 2023-04-25 2023-07-21 18640 20028 -1388 -1388 Call Duke Energy Corp. P 2022-12-23 2023-01-20 230 230 230 Call Duke Energy Corp. P 2023-09-21 2023-10-20 279 279 279 Call Duke Energy Corp. P 2023-10-25 2023-11-17 221 221 221 17 Sh EOG Resources, Inc. P 2022-12-06 2023-11-14 2119 2262 -143 -143 Call EOG Resources P 2023-02-08 2023-02-17 140 140 140 Call EOG Resources P 2023-07-19 2023-08-18 282 282 282 11 Sh General Dynamics Co. P 2023-05-19 2023-11-14 2718 2317 401 401 46 Sh Genuine Parts Co. P 2022-03-25 2023-05-19 7555 5904 1651 1651 150 Sh Global Payments, Inc. P 1969-08-13 2023-12-20 19139 103 19036 19036 277 Sh Intel Corp. P 2022-03-25 2023-02-16 7917 14281 -6364 -6364 95 Sh Intel Corp. P 2022-03-25 2023-04-21 2700 4898 -2198 -2198 305 Sh Intel Corp. P 2022-12-31 2023-04-21 8668 10315 -1647 -1647 93 Sh Intel Corp. P 2022-03-25 2023-04-24 2765 4795 -2030 -2030 Call Intel Corp. P 2023-03-10 2023-03-10 188 14 174 174 Call Johnson Controls P 2023-07-23 2023-08-18 264 264 264 Call Johnson Controls P 2023-10-16 2023-10-20 120 120 120 Call Johnson Controls P 2023-10-17 2023-10-17 130 10 120 120 Call Johnson Controls P 2023-11-22 2023-12-15 170 170 170 96 Sh Johnson & Johnson P 2022-08-23 2023-09-11 15511 15970 -459 -459 3 Sh JPMorgan Chase & Co. P 2022-11-21 2023-05-19 417 400 17 17 55 Sh JPMorgan Chase & Co. P 2022-03-25 2023-05-19 7641 7808 -167 -167 .93960 Sh Kenvue, Inc. P 2022-08-23 2023-08-25 22 19 3 3 200 Sh Medtronic PLC P 2022-03-25 2023-02-17 16724 21392 -4668 -4668 200 Sh Medtronic PLC P 2022-12-31 2023-06-16 17127 17355 -228 -228 200 Sh Medtronic PLC P 2022-12-31 2023-12-15 16296 17598 -1302 -1302 Call Medtronic PLC P 2023-04-27 2023-05-19 234 234 234 Call Medtronic PLC P 2023-09-20 2023-10-20 259 259 259 Call Altria Group P 2022-12-28 2023-01-20 147 147 147 Call Merck & Co. P 2022-12-20 2023-01-20 296 296 296 Call Merck & Co. P 2023-01-25 2023-02-17 208 208 208 Call Merck & Co. P 2023-04-17 2023-05-19 230 230 230 Call Merck & Co. P 2023-06-20 2023-07-21 294 294 294 Call Merck & Co. P 2023-08-02 2023-08-18 165 165 165 Call Merck & Co. P 2023-09-21 2023-10-20 250 250 250 Call Merck & Co. P 2023-10-26 2023-11-17 207 207 207 200 Sh Morgan Stanley P 2022-11-21 2023-01-20 18783 17905 878 878 200 Sh Morgan Stanley P 2022-12-31 2023-02-17 19804 19126 678 678 200 Sh Morgan Stanley P 2022-12-31 2023-06-16 17366 19590 -2224 -2224 200 Sh Morgan Stanley P 2022-12-31 2023-07-21 17774 17390 384 384 Call Morgan Stanley P 2023-02-23 2023-03-17 220 220 220 Call Morgan Stanley P 2023-03-21 2023-04-21 218 218 218 Call Morgan Stanley P 2023-04-27 2023-05-19 152 152 152 Call Morgan Stanley P 2023-09-08 2023-10-20 296 296 296 32 Sh Novartis AG P 2022-03-25 2023-04-21 2746 2776 -30 -30 168 Sh Novartis AG P 2022-12-19 2023-04-21 14414 15171 -757 -757 23 Sh Novartis AG P 2022-03-25 2023-05-10 2369 1995 374 374 Call Novartis AG P 2022-12-22 2023-01-20 200 200 200 Call Philip Morris P 2003-06-23 2023-07-21 170 170 170 100 Sh Qualcomm, Inc. P 2022-12-31 2023-06-16 12147 11618 529 529 100 Sh Qualcomm, Inc. P 2022-12-31 2023-11-17 12309 11682 627 627 100 Sh Qualcomm, Inc. P 2022-12-31 2023-12-15 13385 12697 688 688 Call Qualcomm, Inc. P 2023-07-12 2023-08-18 157 157 157 Call Qualcomm, Inc. P 2023-08-31 2023-09-15 84 84 84 Call Qualcomm, Inc. P 2023-09-29 2023-10-20 80 80 80 100 Sh Rio Tinto PLC P 2022-11-21 2023-01-20 7500 6436 1064 1064 100 Sh Rio Tinto PLC P 2022-12-31 2023-06-16 6590 7071 -481 -481 54 Sh Rio Tinto PLC P 2022-08-09 2023-11-17 3672 3297 375 375 146 Sh Rio Tinto PLC P 2022-12-31 2023-11-17 9928 9491 437 437 100 Sh Rio Tinto PLC P 2023-11-21 2023-12-15 7105 7022 83 83 Call Rio Tinto PLC P 2023-09-20 2023-10-20 270 270 270 20 Sh Raytheon Technologies P 2022-03-25 2023-06-16 1956 2053 -97 -97 13 Sh Raytheon Technologies P 2022-05-27 2023-06-16 1271 1247 24 24 167 Sh Raytheon Technologies P 2022-10-25 2023-06-16 16333 14773 1560 1560 Call Raytheon Technologies P 2023-04-21 2023-05-19 224 224 224 Call Raytheon Technologies P 2023-06-29 2023-07-21 140 140 140 Call RTX Corp. P 2023-12-01 2023-12-15 140 140 140 292 Sh Siemens AG P 2022-03-25 2023-07-19 24219 20542 3677 3677 1,800 Sh AT&T, Inc. P 2023-08-21 2023-09-15 26444 25385 1059 1059 68 Sh AT&T, Inc. P 2023-08-21 2023-09-18 1029 959 70 70 351 Sh Truist Financial Corp. P 2022-03-25 2023-11-17 10548 21069 -10521 -10521 249 Sh Truist Financial Corp. P 2023-06-26 2023-11-17 7482 7493 -11 -11 64 Sh Truist Financial Corp. P 2022-03-25 2023-11-20 2040 3842 -1802 -1802 22 Sh Unilever PLC P 2022-03-25 2023-04-21 1165 984 181 181 378 Sh Unilever PLC P 2022-12-19 2023-04-21 20015 19139 876 876 Call Unilever P 2022-12-31 2023-07-21 120 120 120 Call VICI P 2023-07-17 2023-08-18 197 197 197 430 Sh Verizon Communication P 2015-01-22 2023-08-18 14167 20301 -6134 -6134 26 Sh Verizon Communication P 2022-08-09 2023-08-18 857 1158 -301 -301 260 Sh Verizon Communication P 2022-12-19 2023-08-18 8566 9700 -1134 -1134 84 Sh Verizon Communication P 2023-07-28 2023-08-18 2767 2876 -109 -109 400 Sh Verizon Communication P 2023-09-22 2023-11-17 14536 13264 1272 1272 Call Verizon Communication P 2023-01-10 2023-02-17 320 320 320 Call Verizon Communication P 2023-07-07 2023-07-21 264 264 264 Call Verizon Communication P 2023-11-27 2023-12-15 112 112 112 100 Sh Exxon Mobile Corp. P 2022-03-25 2023-09-15 11395 8474 2921 2921 Call Exxon Mobile Corp. P 2022-12-13 2023-01-20 150 150 150 Call Exxon Mobile Corp. P 2023-03-07 2023-03-17 98 98 98 Call Exxon Mobile Corp. P 2023-04-03 2023-04-21 100 100 100 Call Exxon Mobile Corp. P 2023-06-29 2023-07-21 86 86 86 573 -764 275 275 275 167 167 108 0 false false false false false false false false true GA true false false false false true N/A Pat Wilensky 7065633673 2732 Sue Mack Drive Columbus GA 31906 false false false false false false false false false false false false false false false false false false false false false false Patricia R Wilensky 2732 Sue Mack Drive Columbus GA 31906 President 0.25 0 Jack Wilensky 2732 Sue Mack Drive Columbus GA 31906 Sec./CFO 0.25 0 Eric Wilensky 140 Helmsley Drive Atlanta GA 30327 Trustee 0.25 0 Cara Traub 100 N Devereux Court Atlanta GA 30327 Trustee 0.25 0 NONE NONE 652534 71267 0 723801 0 723801 10857 712944 35647 35647 275 275 35372 35372 35372 29689 29689 35372 3833 7689 3309 540 15371 29689 0 29689 5683 5683 9688 0 9688 5839 3309 540 X The Epstein School 335 Colewood Way Sandy Springs GA 30328 None PC Operational Support 830 Columbus State University Foundatio 4225 University Avenue Columbus GA 31907 None PC Operational Support 3500 Temple Israel 1617 Wildwood Avenue Columbus GA 31906 None PC Operational Support 3556 Shearith Israel Synagogue Inc PO Box 5515 Columbus GA 31906 None PC Operational Support 500 Hadassah 40 Wall Street New York NY 10005 None PC Operational Support 273 Jewish Federation of Columbus GA PO Box 6313 Columbus GA 31917 None PC Operational Support 10000 The Columbus Museum 1251 Wynnton Road Columbus GA 31906 None PC Operational Support 1000 Jewish Federations of North America 25 Broadway Suite 1700 New York NY 10004 None PC Operational Support 10000 Jewish Ladies Aide Society 1617 Wildwood Avenue Columbus GA 31906 None PC Operational Support 30 29689 274 27839 573 28686 28686 false false false false false false false false false false X X 1 Jack and Pat Wilensky 2732 Sue Mack Drive Columbus GA 31906 18854 X 2 Jack and Pat Wilensky 2732 Sue Mack Drive Columbus GA 31906 25873 X 3 Jack and Pat Wilensky 2732 Sue Mack Drive Columbus GA 31906 37265 X 1 150 Shares Global Payments, Inc. 18854 2023-12-15 2 100 Shares Visa, Inc. 25873 2023-12-15 3 100 Shares Microsoft Corp. 37265 2023-12-18 Brian C. Hirsch, CPA 895 0 0 0 Verizon Communications 24911 26767 Merck & Company, Inc. 22539 25838 Allstate Corp. Altria Group, Inc. 17264 15208 BCE, Inc. 20692 16973 Bristol-Myers Squibb 30859 23192 Broadcom, Inc. Chevron Corp 26178 23120 Cisco Systems, Inc. 20791 19299 Citigroup, Inc. Comcast Corp. New 19036 19119 Conagra Brands, Inc. 27744 22040 Dow, Inc. 19450 19468 Duke Energy Corp. 26509 26880 EOG Resources, Inc. 24082 25641 Exxon Mobile Corp. 20673 18196 Genuine Parts Co. 5262 5679 Intel Corp. Johnson & Johnson Johnson Controls 17336 16312 JP Morgan Chase & Company 12811 16330 Medtronic PLC 30811 31304 Morgan Stanley 20401 20329 Novartis AG Philip Morris Int'l 22719 21356 PPL Corp. 29625 29620 Raytheon Technologies Co. Rio Tinto PLC 15190 15711 Siemens A G Truist Financial Corp. 23579 23444 Unilever PLC 20619 18277 VICI Properties, Inc. 23289 27034 Call Option Allstate Corp. Call Option Altria Group, Inc. Call Option Citigroup, Inc. Call Option Duke Energy Corp. Call Option Exxon Mobile Corp. Call Option Merck & Co., Inc. 242 365 Call Option Morgan Stanley 233 1299 Call Option Novartis AG Call Option Rio Tinto PLC 170 135 Baxter International 24118 23389 General Dynamics Co. 11164 13763 Kenvue, Inc. 19682 19571 Microsoft Corp. 2847 37604 Qualcomm, Inc. 6438 8099 RTX Corp. 24970 22297 Travelers Companies 11356 12953 Union Pacific Corp. 13806 15720 Visa, Inc. 1101 26035 Call Option Baxter International 193 160 Call Option Conagra Brands, Inc. 151 60 Call Option Dow, Inc. 122 52 Call Option Johnson Controls 110 75 Call Option Truist Financial 180 150 Healthpeak PPTYS, Inc. REIT AT COST 31015 20968 Realty Income Corp. AT COST 17078 18087 Schwab Treasury Obligations AT COST 20228 20228 Cost Basis Adjustment 127 Broker Account Fees 8336 8336 0 0 Corporate Annual Registration 30 Foreign Tax Paid 600 600