2025-03-28T04:37:57-07:00 2024-12-31 843967180 CLH CPAs LLC 468 S HOUSTON LAKE RD WARNER ROBINS GA 31088 990PF 2024-01-01 571159138 Patricia Stewart Burgess Foundation Inc PATR PO Box 4146 Macon GA 31208 Malcolm S Burgess President 2025-03-28 true true J Russell Lipford Jr P01308497 4789530125 2024 2025-03-06 01:10:19Z X 0 X X 373 373 373 230940 230940 230940 166416 277812 166416 9974 397729 397729 241287 1785 2836 4621 0 0 290000 290000 294621 0 290000 103108 397729 241287 207185 146985 5317533 6245081 1559307 1670785 7084025 8062851 0 9268 9268 9268 9268 X 7074757 8053583 7074757 8053583 7084025 8062851 7074757 103108 875718 8053583 8053583 500 Apple, Inc. P 2020-03-19 2024-06-18 106480 31222 75258 75258 498.712 Growth Fund of America P 2020-01-01 2024-06-18 36506 26654 9852 9852 867.408 Growth Fund of America P 2023-12-18 2024-06-18 63494 53520 9974 9974 Capital Gain Dividends 71332 166416 9974 5528 5528 5528 2796 2796 2732 0 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 6822982 189585 0 7012567 0 7012567 105189 6907378 345369 345369 5528 5528 339841 339841 339841 290000 290000 339841 284984 290000 284984 0 5016 334825 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. 65000 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. 25000 Hay House 934 Georgia Ave Macon GA 31201 N/A 501(c)(3) To benefit the operations and programming for the Hay House. 25000 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 35000 290000 14 373 14 230940 71332 95084 Fed Income Tax Refund 302645 95084 397729 false false false false false false false false false false Tax preparation 1785 0 0 0 1000 Shares Southern Co 82320 1100 Shares Johnson & Johnson 159082 1200 Shares Philip Morris 144420 2800 Shares AFLAC 289632 2000 Shares Qualcomm Inc 307240 1000 Shares Travelers Companies 240890 1000 Shs First Trust Dow Jones Internet 243170 1300 Shares Norfolk Southern 305110 4300 Shares Apple, Inc 1076806 500 Shares Lockheed Martin Corp 242970 900 Shares Chevron 130356 3000 Shares Met Life 245640 1400 Shares United Parcel 176540 1400 Shares Caterpillar Inc 507864 1000 Shares Intl Business Machines 219830 2200 Shares Coca-Cola 136972 400 Shares Home Depot 155596 2800 Shares Merck & Company 278544 1000 Shares Alphabet, Inc. 189300 4000 Shares Pfizer 106120 1200 Shares Vanguard Communication 185952 235 Shares Vanguard Info Technology 146123 900 Shares Vanguard S&P 500 484929 450 Shares Microsoft Corp 189675 8690 SharesThiele Kaolin Stock FMV 695200 350 Shares Vanguard Health Care AT COST 88791 4449.608 Shares Clearbridge Agressive Gr FMV 12022.695 Shares Growth Fund of America FMV 886794 Unrealized Gain 875718 Due to Malcolm Burgess 9268 9268 Federal Taxes (federal estimates) 2796 Taxes & Licenses 40