2024-05-14T12:33:48-05:00 2023-12-31 581707386 The Jackson Group PC 191 Peachtree St NE Ste 3720 Atlanta GA 30303 990PF 2023-01-01 582439442 Martha Marshall Dykes Family Foundation MART 4042265710 999 Peachtree St NE 1500 Atlanta GA 30309 Frances Whitaker President 4042265710 2024-05-09 1 Frances Whitaker 999009999 1 Stuart Alan Jackson P01294629 4045860050 2024-05-09 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1661056 X X 41282 41282 68426 251194 68426 109708 109708 0 0 0 3831 1916 1915 4560 2280 2280 15458 15458 0 6 0 0 23855 19654 4195 84500 84500 108355 19654 88695 1353 90054 25 22 12 39859 97128 97128 4725 186 4725 17251 16331 15373 383364 333530 1320367 232179 221486 228176 672864 673222 1661056 995 995 0 X 0 0 0 0 671869 673222 671869 673222 672864 673222 671869 1353 0 673222 0 673222 Publicly Traded Securities P 249631 182768 66863 66863 Capital Gains Dividends P 1563 1563 1563 68426 1252 0 1252 0 1252 750 0 0 0 750 14 516 0 0 0 0 0 0 0 0 0 0 0 1 GA 1 0 0 0 0 1 N/A The Foundation 4042265710 999 Peachtree St NE 1500 Atlanta GA 30309 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Frances Nelson Whitaker 4460 Garmon Rd NW Atlanta GA 30327 Co-Chair/Sec/Treasurer 1.00 0 0 0 Martha Carnes Barry 118 Riverside Dr Cobb GA 31735 Co-Chair/Sec/Treasurer 1.00 0 0 0 NONE 0 NONE 0 0 1590348 70205 0 1660553 0 0 1660553 24908 1635645 81782 81782 1252 1252 80530 0 80530 0 80530 88695 0 88695 80530 84452 0 0 88695 84452 0 0 4243 0 0 0 0 0 0 0 0 76287 0 0 0 X Christ Church Frederica 6329 Frederica Rd St Simons Island GA 31522 None PC General support 5000 Lovett School 4075 Paces Ferry Rd NW Atlanta GA 30327 none PC Educational purposes 3000 Peace of Heart Community P O Box 50064 Jacksonville Beach FL 32240 None PC to create an environment where a meaningful life for persons with autism can be realized 21250 Shepherd Center 2020 Peachtree Rd Atlanta GA 30309 none PC To fund rehabilitation for people with spinal cord injury and disease, and other nuromuscular problems. 25000 Southern Methodist University 100 Bishop Blvd Dallas TX 75205 none PC Educational purpoase 1500 St Simons Island Land Trust 1819 Frederica Rd St Simons GA 31522 none PC Conservation purposes 5000 UM Foundation 406 University Ave Oxford MS 38655 none PC General support to attract and retain the best students and faculty. 1500 Wilson Hospice House 320 Foundation Ln Albany GA 31707 None PC inpatient hospice care and respite care 21250 First Friendship Baptist Church 1010 Lee St Brunswick GA 31520 None PC General support 1000 84500 0 14 41282 18 68426 0 109708 0 109708 0 0 0 0 0 0 0 0 0 0 The Jackson Group 4560 2280 2280 ISHARES CORE US AGGREGATE BOND ETF 2299.000 SHS 221486 228176 Alphabet Inc CL A 42.000 SHS 468 5867 Alphabet Inc CL C 114.000 SHS 1269 16066 Amazon.Com Inc 101.000 SHS 7357 15346 ANALOG DEVICES INC 24.000 SHS 3750 4964 Apple Inc 116.000 SHS 574 22333 Applied Materials Inc 50.000 SHS 2553 8104 ARCH CAPITAL GROUP LTD 66.000 SHS 3198 4902 Bank of New York Mellon Corp 74.000 SHS 3799 3852 Blackrock Inc. 4.000 SHS 1441 1624 Booking Holdings Inc 1.000 SHS 2620 3547 Broadcom Inc 6.000 SHS 4773 6698 CADENCE DESIGN SYSTEMS INC SHS 24.000 4290 6537 Carlise Cos Inc 20.000 SHS 2894 6249 CHIPOTLE MEXICAN GRILL INC 1.000 SHS 1548 2287 Coca Cola Co 10190.000 SHS 0 600497 CONOCOPHILLIPS 46.000 SHS 4627 5339 Costco Wholesale Corp 11.000 SHS 1686 7261 Eaton Vance Atlanta Capital 1277.905 SHS 26631 48893 Ecolab Inc. 23.000 SHS 4323 4562 Entergy Corp 30.000 SHS 3047 3036 Equinix Inc Real Estate Investment Trust 2.000 SHS 1603 1611 Halliburton CO. 132.000 SHS 5196 4772 Home Depot Inc 9.000 SHS 214 3119 Honeywell Intl 20.000 SHS 2269 4194 Intuitive Surgical Inc 2953 3036 Iqvia Holdings Inc. 19.000 SHS 3493 4396 IShares DJ Select 388.000 SHS 23301 45481 Ishares Russell 1000 Growth 247.000 SHS 13851 74883 IShares Russell 1000 Value 287.000 SHS 23049 47427 Knight-Swift Transn Hldgs Inc. 68.000 SHS 3089 3920 Lilly Eli & Co 4.000 SHS 2433 2332 LPL Financial Holdings Inc 10.000 2559 2276 Martin Marietta Matls Inc 8.000 3475 3991 Merck & Co Inc 56.000 SHS 1592 6105 Meta Platforms Inc CL A 35.000 SHS 10249 12389 Microsoft Corp 90.000 SHS 2667 33844 Mohawk Industries Inc 21.000 SHS 1947 2174 Molina Healthcare Inc 3257 3613 Morgan Stanley 54.000 SHS 3467 5036 Netflix Inc 14.000 SHS 5297 6816 Nvidia Corp 21.000 SHS 8574 10400 O'REILLY AUTOMOTIVE INC 2.000 SHS 1214 1900 Oracle Corporation 19.000 SHS 2397 2003 Palo Alto Networks Inc 15.000 SHS 3544 4423 PEPSICO INC 26.000 SHS 4555 4416 PHILLIPS 66 31.000 SHS 3234 4127 Pulte Group Inc 21.000 SHS 2013 2168 PNC Financial Svcs Group 33.000 SHS 1998 5110 Quanta Services Inc. 23.000 SHS 922 4963 RTX Corporation 62.000 SHS 5365 5217 SPDR S&P 500 ETF Trust 338.000 SHS 70084 160655 Targa Resources 48.000 SHS 4044 4170 Tesla Inc 12.000 SHS 3087 2982 T.Rowe Price QM US Small Cap 285.493 SHS 5431 11811 Trane Technologies PLC 20.000 SHS 953 4878 Union Pac Corp 23.000 SHS 679 5649 UnitedHealth Group 16.000 SHS 1845 8424 VERTEX PHARMACEUTICALS INC 15.000 SHS 4714 6103 Visa Inc CL A 29.000 SHS 490 7550 Vontier Corp 112.000 SHS 3066 3870 Walmart Inc 34.000 SHS 3490 5360 WR BERKLEY CORP 68.000 SHS 5022 4809 16331 15373 0 0 Fox Rothschild 3831 1916 1915 Truist Mgmt Fee 15458 15458 0 Foreign Tax Paid 6 0 0