2024-04-30T13:42:17-05:00 2023-12-31 580692043 Mauldin & Jenkins LLC PO Box 1877 Macon GA 312021877 990PF 2023-01-01 586034882 James Hyde Porter Testamentary Trust C/O Raymond James Trust NA - Trustee JAME 4045560194 260 Brookstone Centre Pkwy Columbus GA 31904 Raymond James Trust NA Trustee 4045560194 2024-04-30 1 Raymond James Trust NA 999009999 0 Rick Spires P01648935 4784648000 2024-04-30 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 12359734 X X 40539 40539 177203 177203 68230 2495355 68230 285972 285972 0 0 0 3175 0 0 8558 0 0 513 0 0 152048 0 0 164294 0 0 585100 585100 749394 0 585100 -463422 285972 700745 411818 411818 8001852 7457242 9794504 1827196 2207485 2153412 10529793 10076545 12359734 0 0 X 956 956 10528837 10075589 10529793 10076545 10529793 10076545 10529793 -463422 10737 10077108 563 10076545 RJ Short Term P 880324 863233 17091 17091 RJ Long Term P 1614561 1563892 50669 50669 Capital Gains Dividends P 470 470 470 68230 3975 0 3975 0 3975 4080 0 0 0 4080 0 105 105 0 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 0 0 0 1 N/A Raymond James Associates Inc 4045560194 121 Perimeter Parkway Macon GA 31210 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Raymond James Associates 121 Perimeter Parkway Macon GA 31210 Trustee 2.00 0 0 0 Lester Miller 121 Perimeter Parkway Macon GA 31210 Manager 1.00 0 0 0 Dr Harvey Roddenberry 121 Perimeter Parkway Macon GA 31210 Manager 1.00 0 0 0 Liz Sullivan 121 Perimeter Parkway Macon GA 31210 Manager 1.00 0 0 0 Marcello Banes 121 Perimeter Parkway Macon GA 31210 Manager 1.00 0 0 0 Seth Clark 121 Perimeter Parkway Macon GA 31210 Manager 1.00 0 0 0 Steve Horton 121 Perimeter Parkway Macon GA 31210 Manager 1.00 0 0 0 Will Horkan 121 Perimeter Parkway Macon GA 31210 Manager 1.00 0 0 0 Jane Miller 121 Perimeter Parkway Macon GA 31210 Manager 1.00 0 0 0 Dr Norris Little Jr 121 Perimeter Parkway Macon GA 31210 Manager 1.00 0 0 0 Scott Seigel 121 Perimeter Parkway Macon GA 31210 Manager 1.00 0 0 0 NONE 0 NONE 0 0 10991441 574983 0 11566424 0 0 11566424 173496 11392928 569646 569646 3975 3975 565671 0 565671 0 565671 585100 0 585100 565671 572805 0 0 585100 572805 0 0 12295 0 0 0 0 0 0 0 0 553376 0 0 0 Stephens Lamb 121 Perimeter Parkway Macon GA 31210 4045560194 stephens.lamb@raymondjames.com Grant applications can be requested from and returned to stephens.lamb@raymondjames.com. April 30 Provided with grant application. Alcovy CASA 8134 Geiger Street Ste 15 Covington GA 30014 None Charity General Operations 40000 Big Brothers Big Sisters of the Heart of Georgia PO Box 7362 Macon GA 31209 None Charity General Operations 15000 Boy Scouts Central Georgia Council 4335 Confederate Way Macon GA 31217 None Charity General Operations 20000 Campus Clubs 2193 Vineville Ave Macon GA 31204 None Charity General Operations 10000 Community Arts Association in Newton County Inc 1169 Washington Street Covington GA 30014 None Charity General Operations 60000 DePaul USA Inc PO Box 756 Chicago IL 60690 None Charity General Operations 15000 Girl Scouts of Historic Georgia Inc 6869 Columbus Road Lizella GA 31052 None Charity General Operations 20000 Jay's HOPE Foundation 1157-B Forsyth Street Macon GA 31201 None Charity General Operations 4000 JH Porter Memorial Library Fund PO Box 27111 Macon GA 31221 None Charity General Operations 500 Julia A Porter Memorial UMC PO Box 700 Porterdale GA 30070 None Charity General Operations 1800 Loaves & Fishes Ministry Inc PO Box 825 Macon GA 31202 None Charity General Operations 10000 Macon Area Habitat for Humanity Inc 690 Holt Avenue Macon GA 31204 None Charity General Operations 10000 Macon Volunteer Clinic Inc 376 Rogers Avenue Macon GA 31204 None Charity General Operations 15000 Middle Georgia State University Foundation 100 University Pkwy Macon GA 31206 None Charity General Operations 24000 Museum of Arts & Sciences 4182 Forsyth Road Macon GA 31210 None Charity General Operations 40000 Navicent Health Foundation PO Box 7718 Macon GA 31209 None Charity General Operations 10000 Newton Mentoring Inc PO Box 1831 Covington GA 30015 None Charity General Operations 6000 NewTown Macon Inc 555 Poplar Street Macon GA 31201 None Charity General Operations 15000 Porter Ellis Community Center PO Box 3682 Macon GA 31205 None Charity General Operations 5000 Rescue Mission of Middle Georgia 6601 Zebulon Road Macon GA 31220 None Charity General Operations 15000 Ronald McDonald House Charities of Central Georgia 1160 Forsyth Street Macon GA 31201 None Charity General Operations 42000 The Arc Macon 4664 Sheraton Dr Macon GA 31210 None Charity General Operations 20000 The Corporation of Mercer University 1501 Mercer University Drive Macon GA 31207 None Charity General Operations 50000 The Mentor's Project of Bibb County Inc PO Box 13750 Macon GA 31208 None Charity General Operations 25000 Washington Street Community Center Inc PO Box 808 Covington GA 30015 None Charity General Operations 40000 Wesleyan College 4760 Forsyth Road Macon GA 31210 None Charity General Operations 56800 Central Georgia Technical College Foundation 80 Cohen Walker Drive Warner Robins GA 31088 None Charity General Operations 15000 585100 0 14 40539 14 177203 18 68230 0 285972 0 285972 3 Investment income is received and held until grants are decided on. 4 Investment income is received and held until grants are decided on. 8 Investment income is received and held until grants are decided on. 0 0 0 0 0 0 0 0 0 0 Tax Preparation 3175 0 0 RJ Corporate Bonds 2207485 2153412 RJ Corporate Stock 7457242 9794504 Cost Basis Adjustment 563 RJ Trustee Fees 20814 0 0 Investment Fees 131234 0 0 Federal Income Tax Refund 10737 Foreign Taxes 8558 0 0