2024-05-08T09:27:27-07:00 2023-12-31 580606712 READ MARTIN & SLICKMAN CPAs LLP PO BOX 1614 ROME GA 30162 990PF 2023-01-01 586034496 HEYMAN FAMILY FOUNDATION HEYM 4043178521 3161 WEST SOMERSET COURT MARIETTA GA 30067 LYONS J HEYMAN JR Trustee 4043178521 2024-04-29 true LYONS HEYMAN JR XXX-XX-XXXX true Jennifer M Brynteson P00925868 7062917390 2024-05-08 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 4427341 X X 102626 102626 102626 99010 186305 99010 0 0 201636 201636 102626 31931 31931 0 1200 30 6504 0 0 39665 31931 0 203000 203000 242665 31931 203000 -41029 169705 102626 61907 21498 21498 0 0 766447 690508 3337504 552785 638448 629865 0 364761 353404 438474 0 0 0 0 1745900 1703858 4427341 0 0 0 0 0 X 1745900 1703858 1745900 1703858 1745900 1703858 1745900 -41029 2 1704873 1015 1703858 18 SH BOOKING HOLDINGS P 2019-05-28 2023-01-11 40078 0 30436 9642 0 0 0 9642 470 SH DOMINION ENERGY INC P 2022-06-22 2023-07-17 24224 0 35535 -11311 0 0 0 -11311 220 ISHARES TR 1-5 YR IN GR CR BD P 2018-10-22 2023-10-27 10937 0 11356 -419 0 0 0 -419 75 SH ALPHABET INC P 2010-07-28 2023-09-11 10260 0 913 9347 0 0 0 9347 72 SH ALPHABET INC P 2010-07-28 2023-10-19 9899 0 876 9023 0 0 0 9023 45 SH ARTHUR J GALLAGHER P 2010-03-05 2023-08-21 9997 0 1095 8902 0 0 0 8902 44 SH ARTHUR J GALLAGHER P 2010-03-05 2023-09-11 10043 0 1070 8973 0 0 0 8973 45 SH ARTHUR J GALLAGHER P 2010-03-05 2023-10-27 10259 0 1095 9164 0 0 0 9164 50 SH EQUIFAX INC P 2007-10-03 2023-08-21 9583 0 30 9553 0 0 0 9553 85 SH EQUIFAX INC P 2007-10-03 2023-10-19 15215 0 51 15164 0 0 0 15164 60 SH EQUIFAX INC P 2007-10-03 2023-10-27 9764 0 36 9728 0 0 0 9728 85 SH FISERV INC P 2010-04-29 2023-09-11 10331 0 1162 9169 0 0 0 9169 64 SH GENUINE PARTS CO P 2009-01-28 2023-08-21 9849 0 2117 7732 0 0 0 7732 46 SH GENUINE PARTS CO P 2009-01-28 2023-10-27 5838 0 1522 4316 0 0 0 4316 .68 SH KENVUE INC P 2007-10-03 2023-08-25 16 0 1 15 0 0 0 15 CAPITAL GAIN DISTRIBUTION P 2022-12-30 2023-12-31 12 0 0 12 0 0 0 12 99010 2359 0 2359 0 2359 4120 4120 -4120 1761 1761 false false false false false false false true true GA true false false false false true N/A LYONS J HEYMAN JR 4043178521 3161 WEST SOMERSET COURT MARIETTA GA 30067 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 3161 WEST SOMERSET COURT MARIETTA GA 30067 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 31931 0 0 NONE 0 NONE 0 4312236 18274 0 4330510 0 4330510 64958 4265552 213278 213278 2359 2359 210919 210919 210919 203000 203000 210919 202195 0 0 0 0 0 0 203000 202195 0 805 0 0 0 0 0 210114 0 0 0 0 0 0 0 NA NA X AA Synagogue 600 Peachtree Battle Ave NW Atlanta GA 30327 PC Operating Fund 7000 Anti-Defamation League 3490 Piedmont Rd 610 Atlanta GA 30305 PC Operating Fund 15000 Floyd Health Care Fdn - 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Cap CL C 12104 140930 701 shares Altria Group Inc 28 28278 1138 shares Apple Inc 21371 219099 612 shares Arthur J Gallagher & Co 14887 137627 610 shares Automatic Data Processing 23506 142112 450 shares Berkshire Hathaway Inc 33921 160497 1700 shares Coca-Cola Co 942 100181 1740 shares Comcast Corp 56984 76299 500 shares Walt Disney Co 8329 45145 446 shares Electronic Arts Inc 39729 61017 439 shares Equifax Inc 265 108560 1100 shares Exxon Mobil Corp 3827 109978 1315 shares Fiserv Inc 17978 174685 715 shares Genuine Parts Co 23656 99028 369 shares Home Depot Inc 29531 127877 545 shares Illinois Tool WKS Inc 32793 142757 800 shares Intel Corp 21248 40200 375 sh JP Morgan Chase & Co 39363 63788 842 shares Johnson & Johnson 839 131975 417 shares Kenvue Inc 52 8978 644 shares Microsoft Corp 11215 242170 1156 shares Mondelez International Inc 24 83729 1576 shares Pfizer Inc 26549 45373 349 shares Philip Morris Intl Inc 32 32834 680 shares RTX Corp 64706 57215 520 shares Southern Co 35311 36462 563 shares Stryker Corp 22468 168596 782 shares Texas Instruments Inc 31744 133300 1166 shares Verizon Communications 24345 43958 700 shares Wells Fargo Bank 37857 34454 948 shares Vanguard Extended Market ETF 109289 155870 1000 shares Vanguard FTSE Emerging Markets ETF 40910 41100 1500 shares Vanguard Total International Stock ETF 75802 86940 1036 shares Ishares 1 5 Yr Bond ETF 53479 53121 125 shares American Tower Corp REIT 24298 26985 522 shares Simon Ppty Group REIT 49626 74458 Mutual Fund timing difference 63 Amortization of bond premium 952 Rounding 2 GA SEC OF STATE ANNUAL REGISTRATION 30 Excise Tax-payments-balance due 2053 Excise Tax-payments-estimates 4120 Foreign Tax Withheld 331