2024-05-13T07:02:55-05:00 2023-12-31 581763439 WINDHAM BRANNON LLC 3630 PEACHTREE RD NE SUITE 600 ATLANTA GA 30326 990PF 2023-01-01 300082488 MARION CARLSON & ROBERT PINCKNEY TUCKER JR FOUNDATION INC MARI 4048738730 171 17TH ST 2100 ATLANTA GA 30363 SUZANNE T PLYBON PRESIDENT 4048738730 2024-05-06 1 SUZANNE PLYBON 999009999 0 CARLYE W DOOLEY P00292964 4048982000 2024-05-04 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2548222 X X 10522 10522 66019 66019 1107 58543 1107 77648 77648 0 0 0 4150 3113 1037 19304 14478 4826 1562 116 0 3374 25 0 28390 17732 5863 129000 129000 157390 17732 134863 -79742 59916 241104 24747 24747 158799 158799 2444151 2386720 2326076 0 38600 38600 2685255 2608866 2548222 132280 135633 132280 135633 X 0 0 0 0 2552975 2473233 2552975 2473233 2685255 2608866 2552975 -79742 0 2473233 0 2473233 MORGAN STANLEY D 2023-12-31 58325 57436 889 889 CAPITAL GAINS DIVIDENDS P 218 218 218 1107 833 0 833 0 833 720 0 0 0 720 0 113 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 0 0 0 1 N/A SUZANNE T PLYBON 4048738730 171 17TH STREET SUITE 2100 ATLANTA GA 30363 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SUZANNE T PLYBON 171 17TH STREET SUITE 2100 ATLANTA GA 30363 PRESIDENT 1.00 0 0 0 RICHARD K TUCKER 171 17TH STREET SUITE 2100 ATLANTA GA 30363 SECRETARY 0.25 0 0 0 ROBERT P TUCKER III 171 17TH STREET SUITE 2100 ATLANTA GA 30363 TREASURER 0.25 0 0 0 NONE 0 NONE 0 0 2328526 251007 0 2579533 0 0 2579533 38693 2540840 127042 127042 833 833 126209 0 126209 0 126209 134863 0 134863 126209 121446 0 0 134863 121446 0 0 13417 0 0 0 0 0 0 0 0 112792 0 0 0 SUZANNE T PLYBON X WOODWARD ACADEMY 1662 RUGBY AVENUE COLLEGE PARK GA 30337 NONE PC TO SUPPORT THE EDUCATION AND DEVELOPMENT OF FUTURE LEADERS 5000 WOODRUFF ARTS CENTER 1280 PEACHTREE SREET ATLANTA GA 30309 NONE PC TO AID IN BUILDING A FOUNDATION IN ARTISTIC EXCELLENCE AND SERVE TO INCREASE EDUCATIONAL OPPORTUNITIES WHILE BALANCING ARTISTIC GROWTH WITH FINANCIAL SOUNDNESS. 24000 WESTMINISTER SCHOOLS 1424 WEST PACES FERRY ROAD ATLANTA GA 30327 NONE PC TO SUPPORT THE EDUCATION AND DEVELOPMENT OF FUTURE LEADERS 25000 ST JOHN IN THE WILDERNESS EPISCOPAL CHURCH PO BOX 185 FLAT ROCK NC 28731 NONE PC TO SUPPORT THE MISSION OF CHRIST 25000 SHEPHERD CENTER FOUNDATION 2020 PEACHTREE ROAD NW ATLANTA GA 30309 NONE PC TO HELP PEOPLE WITH TEMPORARY AND PERMANAENT DISABILITIES REBUILD THEIR LIVES 25000 SECOND HELPINGS ATLANTA 970 JEFFERSON STREET NW ATLANTA GA 30318 NONE PC TO AID THE REDUCTION OF FOOD WASTE AND HUNGER IN METRO ATLANTA 2000 GWINNETT HOSPITAL SYSTEM FOUNDATION INC 1755 NORTH BROWN ROAD SUITE 100 LAWENCEVILLE GA 30043 NONE PC TO AID IN THE STRENGTHENING OF OUR HEALTHCARE SYSTEM 18000 ARTHRITIS FOUNDATION 1355 PEACHTREE STREET SUITE 600 ATLANTA GA 30309 NONE PC TO HELP FAMILIES LIVING WITH ARTHRITIS 5000 129000 0 14 10522 14 66019 18 1107 0 77648 0 77648 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4150 3113 1037 ABBOTT LABORATORIES 11219 9686 ACCENTURE PLC IRELAND CL A 11537 10878 ADOBE INC 17242 14915 ADYEN N V UNSPONSRED ADR 7226 3170 AIRBNB INC CL A 5260 3676 ALPHABET INC CL A 5997 5588 ALPHABET INC CL C 18105 16912 AMAZON COM INC 22312 18233 AMER INTL GP INC NEW 7617 9350 APPLE INC 7939 9627 ARCHER DANIELS MIDLAND 6261 6861 ATLASSIAN CORPORATION CL A 5675 3092 AUTODESK INC DELAWARE 7460 5600 BROADCOM INC 6859 13395 CARDINAL HEALTH INC 4867 9979 CATERPILLAR INC 5233 7687 CENTERPOINT ENERGY INC 21060 22856 CISCO SYS INC 6122 5810 COGNIZANT TECH SOLUTIONS CL A 5970 5514 COMCAST CORP (NEW) CLASS A 5115 4297 CONAGRA BRANDS INC 4620 4270 CONOCOPHILLIPS 7723 12768 CVS HEALTH CORP COM 7121 6001 DISCOVER FINCL SVCS 6281 6182 DOCUSIGN INC 2962 654 DOLLAR GEN CORP NEW COM 5830 3535 DOLLAR TREE INC 7124 7529 DOMINION ENERGY INC 163757 102930 DUPONT DE NEMOURS INC 7528 7231 DYNATRACE INC 4568 3664 EDISON INTERNATIONAL 6091 6720 EQUITY RESIDENTIAL 6674 4709 FERRARI N V 5131 6430 FIDELITY NATL INFORMATION SE 4064 2223 GARTNER INC 7098 9473 GENUINE PARTS CO 101434 103875 GIVAUDAN SA ADR 2702 2235 HERMES INTL SCA UNSPON ADR 5095 5723 HOME DEPOT INC 181598 154561 HONEYWELL INTL INC 5462 5243 ILLUMINA INC 37718 1392 INTUITIVE SURGICAL INC 4235 4048 JOHNSON & JOHNSON 5525 5329 KERING S A ADR NEW 3398 1851 L OREAL CO ADR 3647 3783 LOWES COMPANIES INC 8440 7567 LVMH MOET HENNESSY LOUIS VUITT 6958 6807 MASTERCARD INC CL A 8227 10236 MATCH GROUP INC 5499 1424 MERCK & CO INC NEW COM 5963 7958 META PLATFORMS INC CL A 18685 19114 METLIFE INCORPORATED 5671 6150 MICROSOFT CORP 21996 24067 MOTOROLA SOLUTIONS INC 7675 9393 NETFLIX INC 10954 7790 NIKE INC B 6436 4017 NISOURCE INC 387254 409667 NORTHROP GRUMMAN CP(HLDG CO) 5968 7958 NVIDIA CORPORATION 6505 9904 OCCIDENTAL PETROLEUM CORP DE 198248 403043 ORACLE CORP 7540 8329 PAYPAL HLDGS INC COM 5340 1658 PERNOD RICARD SA ADR 2384 1765 PROLOGIS INC COM 105624 113972 PUBLIC SERVICE ENTERPRISE GP 285968 278477 RTX CORPORATION 5997 5890 SALESFORCE INC 12445 10789 SERVICENOW INC 9529 9891 SHOPIFY INC 6855 3116 STARBUCKS CORP WASHINGTON 6569 5665 TECHTRONIC IND LTD SPONS ADR 1751 953 TESLA INC 11159 7454 THE CIGNA GROUP 5128 7187 TRUIST FINL CORP 382992 233334 U S BANCORP COM NEW 5827 4371 UNITEDHEALTH GP INC 6664 7897 VERIZON COMMUNICATIONS 4895 3619 VIATRIS INC 5184 4245 VISA INC CL A 8067 10414 WALT DISNEY CO HLDG CO 4774 2799 ZOETIS INC CLASS-A 11087 9671 UNSETTLED STOCK SALES @ YE 38600 38600 BANK FEES 25 25 0 OTHER MISC EXP (BOOK ONLY ND EXP) 3349 0 0 BASIS ADJ IN DONATED SEC-DOD VALUE HIGHER THAN WHEN REC'D 132280 135633 LEGAL FEES 19304 14478 4826 TAXES 1446 0 0 FOREIGN TAXES PAID 116 116 0