2026-03-25T06:43:59-07:00 2025-12-31 843967180 CLH CPAs LLC 468 S HOUSTON LAKE RD WARNER ROBINS GA 31088 990PF 2025-01-01 571159138 Patricia Stewart Burgess Foundation Inc PATR PO Box 4146 Macon GA 31208 Robert S Burgess President 2026-03-25 true J Russell Lipford Jr P01308497 4789530125 2025 2025-03-06 01:10:19Z X 0 X X 168 168 168 209184 209184 209184 173476 613509 173476 4851 387679 382828 209352 8300 14825 23125 0 0 334825 334825 357950 0 334825 29729 382828 209352 146985 20746 6245081 7411196 1670785 1675056 8062851 9106998 0 9268 9268 9268 9268 X 8053583 9097730 8053583 9097730 8062851 9106998 8053583 29729 1014418 9097730 9097730 949.137 Grw of Amer F1 P 2024-12-19 2025-03-27 67370 70407 -3037 -3037 300 Caterpillar Inc. P 2018-02-23 2025-03-27 101207 48359 52848 52848 2800 Merck & Company Inc. P 2020-01-01 2025-02-27 251481 206056 45425 45425 4000 Pfizer Inc. P 2023-12-12 2025-03-25 101493 115211 -13718 -13718 Capital Gain Dividends 91958 173476 -3037 5321 5321 5321 5528 5528 X 24 183 0 183 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 Rebecca R Burgess P O Box 4146 Macon GA 312084146 Vice President 1.00 0 Robert S Burgess 108 Troon Way Macon GA 31210 President 1.00 0 NONE NONE 7651034 113865 0 7764899 0 7764899 116473 7648426 382421 382421 5321 5321 377100 377100 377100 334825 334825 377100 334825 334825 334825 0 377100 X Christ Episcopal Church 582 Walnut St Macon GA 31201 N/A PC To provide funding for the music ministry. 55000 Museum of Arts Sciences P O Box 4151 Macon GA 31208 N/A PC Educational Programming. 45000 Mercer University 1400 Coleman Avenue Macon GA 31207 N/A PC To provide support for the McDuffie Center and the Music Program. 50000 Wesleyan College 4760 Forsyth Road Macon GA 31210 N/A PC Support the Wesleyan Fund. 25000 Hay House 934 Georgia Ave Macon GA 31201 N/A PC To benefit the operations and programming for the Hay House. 25000 Macon Volunteer Clinic 376 Rogers Ave Macon GA 31204 N/A PC For Patient Care. 10000 Rebuilding Macon 3864 Lake Street Macon GA 31204 n/a PC To benefit low income homeowners for home repairs. 25000 Stratford Academy 6010 Peake Road Macon GA 31220 N/A PC To support the school's annual fund 54825 Brentwood School 725 Linton Road Sandersville GA 31082 N/A PC To support the school's annual fund 10000 Georgia College State University Campus Box 96 Milledgeville GA 31061 N/A PC To support the Burgess Scholarship. 10000 Wesley Glen Ministries 4580 N Mumford Road Macon GA 31210 PC To benefit the operations and programming for Wesley Glen Ministries. 15000 Riverside Cemetery 1301 Riverside Drive Macon GA 31216 PC To benefit the operations and programming for the Riverside Cemetery 10000 334825 14 168 14 209184 91958 81518 Fed Income Tax Refund Miscellaneous 4851 301310 86369 387679 false false false false false false false false false false 1000 Shares Southern Co 87200 1100 Shares Johnson & Johnson 227645 1200 Shares Philip Morris 192480 2800 Shares AFLAC 308756 2000 Shares Qualcomm Inc 342100 1000 Shares Travelers Companies 290060 1000 Shs First Trust Dow Jones Internet 269180 1300 Shares Norfolk Southern 375336 4300 Shares Apple, Inc 1168998 500 Shares Lockheed Martin Corp 241835 900 Shares Chevron 137169 3000 Shares Met Life 236820 1400 Shares United Parcel 138866 1100 Shares Caterpillar Inc 630157 1000 Shares Intl Business Machines 296210 2200 Shares Coca-Cola 153802 400 Shares Home Depot 137640 1000 Shares Alphabet, Inc. 313000 350 Shares Vanguard Health Care 100748 1200 Shares Vanguard Communication 232356 235 Shares Vanguard Info Technology 177138 900 Shares Vanguard S&P 500 564417 700 Shares Microsoft Corp 338534 3300 Shares Astrazeneca 303369 2000 Shares Sysco Corporation 147380 8690 SharesThiele Kaolin Stock FMV 695200 12231.382 Shares Growth Fund of America FMV 979856 Management fees 14792 Miscellaneous fees 33 Miscellaneous 4851 Unrealized Gain 1014418 Due to Malcolm Burgess 9268 9268 Federal Taxes 2732 Federal Taxes (federal estimates) 5528 Taxes & Licenses 40