2025-03-31T09:22:33-07:00 2024-12-31 580606712 READ MARTIN & SLICKMAN CPAs LLP PO BOX 1614 ROME GA 30162 990PF 2024-01-01 586034496 HEYMAN FAMILY FOUNDATION HEYM 4043755966 2900 DELK ROAD MARIETTA GA 300675350 LYONS J HEYMAN JR Trustee 4043755966 2025-03-21 true true Jennifer M Brynteson P00925868 7062917390 2025-03-31 2024 2025-03-06 01:10:19Z X X 4857418 X 15000 106648 106648 106648 111967 247462 111967 0 0 233615 218615 106648 35269 35269 1400 2190 30 0 996 0 0 39885 35269 0 212000 212000 251885 35269 212000 -18270 183346 106648 21498 27914 27914 0 0 690508 670619 3715156 638448 663783 666037 0 353404 322845 448311 0 0 0 0 1703858 1685161 4857418 0 0 0 0 0 X 1703858 1685161 1703858 1685161 1703858 1685161 1703858 -18270 502 1686090 929 1685161 CAPITAL GAIN DISTRIBUTION P 2023-12-30 2024-12-31 26 0 0 26 0 0 0 26 196 SH COMCAST P 2018-05-18 2024-07-30 7999 0 6419 1580 0 0 0 1580 240 SH COMCAST P 2018-05-18 2024-10-21 9727 0 7860 1867 0 0 0 1867 45,000 FHLMC 5.6% P 2023-03-10 2024-03-27 45000 0 45046 -46 0 0 0 -46 492 ISHARES TR IS 1-5 YR P 2018-10-22 2024-04-18 24934 0 25397 -463 0 0 0 -463 100 ISHARES TR IS 1-5 YR P 2018-10-22 2024-06-07 5103 0 5162 -59 0 0 0 -59 40,000 MCCORMICK & CO 3.15 P 2022-06-24 2024-08-15 40000 0 40000 0 0 0 0 0 47 SH ALPHABET INC P 2010-07-28 2024-07-30 7988 0 572 7416 0 0 0 7416 36 SH APPLE INC P 2012-11-16 2024-07-30 7873 0 676 7197 0 0 0 7197 40 SH APPLE INC P 2012-11-16 2024-10-21 9440 0 751 8689 0 0 0 8689 60 SH EQUIFAX INC P 2007-10-03 2024-09-10 17852 0 36 17816 0 0 0 17816 7 SH EQUIFAX INC P 2007-10-03 2024-09-11 2073 0 4 2069 0 0 0 2069 35 SH EQUIFAX INC P 2007-10-03 2024-10-21 9614 0 21 9593 0 0 0 9593 50 SH FISERV INC P 2010-04-29 2024-07-30 8154 0 684 7470 0 0 0 7470 100 SH FISERV INC P 2010-04-29 2024-09-10 17252 0 1367 15885 0 0 0 15885 50 SH FISERV INC P 2010-04-29 2024-10-21 9841 0 684 9157 0 0 0 9157 417 SH KENVUE INC P 2007-10-03 2024-07-30 7829 0 52 7777 0 0 0 7777 18 SH MICROSOFT CORP P 2008-12-23 2024-07-30 7578 0 344 7234 0 0 0 7234 22 SH MICROSOFT CORP P 2008-12-23 2024-10-21 9179 0 420 8759 0 0 0 8759 111967 2549 0 2549 0 2549 2351 2351 2351 X 0 198 0 false false false false false false false true true GA true false true false false true N/A LYONS J HEYMAN JR 4043755966 2900 DELK ROAD SUITE 700-PMB 208 MARIETTA GA 300675350 false false false false false false false false false false false false false false false false false false false false false LYONS J HEYMAN JR 2900 DELK ROAD SUITE 700-PMB 208 MARIETTA GA 300675350 Trustee, as necessary 1.00 0 0 0 The Fiduciary Group LLC(Schwab) P O Box 13688 Savannah GA 31416 Agent, as necessary 1.00 35269 0 0 DEBORAH HEYMAN HARRIS 2900 DELK ROAD SUITE 700-PMB 208 MARIETTA GA 300675350 TRUSTEE, AS NECESSARY 1.00 0 0 0 NONE 0 NONE 0 4774929 34817 0 4809746 0 4809746 72146 4737600 236880 236880 2549 2549 234331 234331 234331 212000 212000 234331 210114 0 0 0 0 0 0 212000 210114 0 0 1886 0 0 0 0 0 232445 0 0 0 0 0 0 0 NA NA X AA Synagogue 600 Peachtree Battle Ave NW Atlanta GA 30327 PC Operating Fund 8000 Anti-Defamation League 3490 Piedmont Rd 610 Atlanta GA 30305 PC Operating Fund 18000 Atlanta Community Food Bank 3400 N Desert Dr East Point GA 30344 PC Operating Fund 3000 Floyd Health Care Fdn - Hospice P O Box 163 Rome GA 30162 PC Heyman Hospice 10000 Fragile X of Georgia 3161 W Somerset Ct SE Marietta GA 30067 PC Operating Fund 15000 Rodeph Sholom Congregation P O Box 425 Rome GA 30162 PC Operating Fund 8000 Rome Little Theater P O Box 1063 Rome GA 30162 PC Operating Fund 2000 Rome Symphony Orchestra P O Box 533 Rome GA 30162 PC Operating Fund 2000 Jewish Federation of Greater Atlanta 1440 Spring St NW Atlanta GA 30309 PC Operating Fund 10000 Bay Arts Alliance 8 Harrison Ave Panama City FL 32401 PC Operating Fund 1500 Covenant Care Hospice 107 W 19th St Panama City FL 32405 PC Operating Fund 3000 Darlington School 1014 Cave Spring Road Rome GA 30161 PC Operating Fund 10000 Kaleidoscope Theatre P O Box 526 Lynn Haven FL 32444 PC Operating Fund 4000 Panama City Music Association PO Box 133 Panama City FL 32402 PC Operating Fund 1000 Temple Emanu-El 188 N Park Avenue Dothan AL 36303 PC Operating Fund 2000 Birmingham Jewish Federation 3966 Montclair Rd Mountain Brook AL 35213 PC Operating Fund 5000 The Breman Jewish Museum 1440 Spring St NW Atlanta GA 30309 PC Operating Fund 4000 Temple Kol Emeth 1415 Old Canton Road Marietta GA 30062 PC Operating Fund 7000 William Bremen Jewish Home 3150 Howell Mill Rd NW Atlanta GA 30327 PC Operating Fund 2000 Birthright Israel Foundation PO Box 5892 Hicksville NY 11802 PC Operating Fund 12000 Atlanta Jewish Film Festival 2800 Cobb Galleria Parkway Atlanta GA 30339 PC Operating Fund 5500 Booth Western Art Museum 501 N Museum Dr Cartersville GA 30120 PC Operating Fund 3000 Hillels of Georgia 735 Gatewood Road Atlanta GA 30322 PC Operating Fund 6000 Rome Exchange Club 5 Professional Ct Rome GA 30165 PC FamilyResource Center 3000 Rome-Floyd County YMCA 810 E 2nd Ave SW Rome GA 30161 PC Operating Fund 8000 National Council of Jewish Women in Atlanta PO Box 76162 Sandy Springs GA 30328 PC Operating Fund 10000 Second Helpings PO Box 720582 Atlanta GA 30358 PC Reduce Hungerand food wasteOperating Fund 3000 Friends of the Israel Defense Forces AttnSeth Barron P O Box 4224 New York NY 10163 PC Operating Fund 10000 IsraAID Global Humanitarian Assistance 10580 Wilshire Boulevard 91 Los Angeles CA 90024 PC IsraAid & UkranianRelief 6000 Marcus JCC of Atlanta 5342 Tilly Mill Road Dunwoody GA 30338 pc Jewish CommunityCenter CapitalCampaign 20000 The Battery Foundation 717 Battery Street San Francisco CA 94111 PC Grants 10000 212000 0 14 106648 18 111967 218615 218615 false false false false false false false false false false X X 1 JARED HEYMAN 257 C DE SAN SEBASTIAN SAN JUAN PR 00901 15000 X Read, Martin & Slickman Tax preparation 2190 SALES OF ASSETS - SEE DETAIL 247462 135495 111967 $40,000 Bank of Montreal 3.4% 25 40000 39815 $40,000 Citigroup Inc 4.05% 25 40000 39581 $40,000 Ares Capital Man 3.25% 25 38209 39562 $40,000 CVS Health Corp 3.875% 25 40140 39702 $40,000 Equifax Inc 2.6% 25 38153 39209 $40,000 Wells Fargo & Co 4% 26 39960 39541 $40,000 BBVA USA 5.9% 26 40772 39938 $40,000 Autozone Inc 3.125% 26 39229 39174 $40,000 Goldman Sachs 4% 26 40000 39542 $40,000 The Kraft Heinz Food 3% 26 37657 39018 $40,000 Netflix, Inc 4.375% 26 39750 39866 $40,000 American Tower 3.65% 27 38630 38991 $40,000 Mercury Gen Corp 4.4% 27 39471 39121 $40,000 Boston Properties 6.75% 27 41036 41719 $40,000 IHS Markit Ltd 4.75% 28 38634 39875 $40,000 Regeneron Pharma 1.75% 30 32010 33134 $40,000 Talcott Resolut 7.375% 31 40132 38249 1550 shares A T & T Inc 5114 35294 1000 shares Abbott Labs 22946 113110 820 shares Abbvie 20115 145714 506 shares Alphabet Inc, Cap CL A 6157 95786 1000 shares Alphabet Inc. Cap CL C 12104 190440 701 shares Altria Group Inc 28 36655 1062shares Apple Inc 19944 265946 612 shares Arthur J Gallagher & Co 14887 173716 610 shares Automatic Data Processing 23506 178566 450 shares Berkshire Hathaway Inc 33921 203976 1700 shares Coca-Cola Co 942 105842 1304 shares Comcast Corp 42705 48939 500 shares Walt Disney Co 8329 55675 446 shares Electronic Arts Inc 39729 65250 337 shares Equifax Inc 204 85885 1100 shares Exxon Mobil Corp 3827 118327 1115 shares Fiserv Inc 15243 229043 715 shares Genuine Parts Co 23656 83484 369 shares Home Depot Inc 29531 143537 545 shares Illinois Tool WKS Inc 32793 138190 800 shares Intel Corp 21248 16040 842 shares Johnson & Johnson 839 121770 375 sh JP Morgan Chase & Co 39363 89891 604 shares Microsoft Corp 10451 254586 1156 shares Mondelez International Inc 24 69048 1576 shares Pfizer Inc 26549 41811 349 shares Philip Morris Intl Inc 32 42002 680 shares RTX Corp 64706 78690 520 shares Southern Co 35311 42806 563 shares Stryker Corp 22469 202708 782 shares Texas Instruments Inc 31744 146633 1166 shares Verizon Communications 24345 46628 700 shares Wells Fargo Bank 37857 49168 948 shares Vanguard Extended Market ETF 109289 180101 1000 shares Vanguard FTSE Emerging Markets ETF 40910 44040 1500 shares Vanguard Total ETF 75802 88395 444 shares Ishares 1 5 Yr Bond ETF 22920 22955 125 shares American Tower Corp REIT 24298 22926 522 shares Simon Ppty Group REIT 49626 89894 DENOTE SIROTE LEGAL FEES 1400 Amortization of bond premium 929 Mutual Fund timing difference 502 GA SEC OF STATE ANNUAL REGISTRATION 30 0 Excise Tax-payments-estimates 590 Foreign Tax Withheld 406