2024-05-06T08:04:37-05:00 2023-12-31 621199757 LBMC PC 605 CHESTNUT STREET SUITE 1100 CHATTANOOGA TN 37450 990PF 2023-01-01 261284779 BETH AND THOMAS A LUPTON FAMILY FOUNDATION BETH 4238943420 1700 EAGLE DRIVE HIXSON TN 37343 BETH MADDIN LUPTON CRIMMINS TRUSTEE 4238943420 2024-04-30 1 BETH MADDIN LUPTON CRIMMI 999009999 0 SARAH B JOHNSON P01675896 4237566585 2024-04-30 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1533891 X X 99 99 26535 26535 -101218 1106655 0 -74584 26634 0 0 0 1900 950 950 429 215 214 384 0 0 7219 7219 0 9932 8384 1164 59000 59000 68932 8384 60164 -143516 18250 19234 18248 18248 318935 548985 561415 1176912 804332 954228 1515081 1371565 1533891 0 0 X 0 0 0 0 1515081 1371565 1515081 1371565 1515081 1371565 1515081 -143516 0 1371565 0 1371565 PUBLICLY TRADED SECURITIES 1106543 1207873 -101330 -101330 CAPITAL GAINS DIVIDENDS P 112 112 112 -101218 254 0 254 0 254 0 0 0 0 0 0 254 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 0 0 0 0 1 N/A MS YVONNE OWNBY 4238943420 1700 EAGLE DRIVE HIXSON TN 37343 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KIMBRIEL MARLEY LUPTON STRANG 1700 EAGLE DRIVE HIXSON TN 37343 TRUSTEE 0.50 0 0 0 THOMAS ALLEN LUPTON III 1700 EAGLE DRIVE HIXSON TN 37343 TRUSTEE 0.50 0 0 0 BETH MADDIN LUPTON CRIMMINS 1700 EAGLE DRIVE HIXSON TN 37343 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 0 1448364 32685 0 1481049 0 0 1481049 22216 1458833 72942 72942 254 254 72688 0 72688 0 72688 60164 0 60164 72688 0 0 795285 795285 60164 0 0 0 60164 0 12524 12524 782761 0 0 0 0 0 0 0 782761 782761 X LAKESIDE BAPTIST CHURCH 2806 N JEFFERSON ST ALBANY GA 31701 NONE 501(C)(3) OPERATING EXPENSES 2500 JFJC 832 GEORGIA AVE STE 400 CHATTANOOGA TN 37402 NONE 501(C)(3) OPERATING EXPENSES 7500 ALPS ROAD PRESBYTERIAN CHURCH 380 ALPS RD ATHENS GA 30606 NONE 501(C)(3) OPERATING EXPENSES 8000 OCONEE AREA RESOURCE COUNCIL 1071 JAMESTOWN BLVD STE 601 WATKINSVILLE GA 30677 NONE 501(C)(3) OPERATING EXPENSES 6000 BAYLOR SCHOOL 171 BAYLOR SCHOOL RD CHATTANOOGA TN 37405 NONE 501(C)(3) OPERATING EXPENSES 6000 PURSUIT OF HAPPINESS 4001 ROSSVILLE BLVD STE 110 CHATTANOOGA TN 37407 NONE 501(C)(3) OPERATING EXPENSES 10000 CAMP MERRIE-WOODE 100 MERRIE-WOODE RD SAPPHIRE NC 28774 NONE 501(C)(3) OPERATING EXPENSES 2500 LITTLE BROWN CHURCH 3301 SPRING AVE WALDEN TN 37377 NONE 501(C)(3) OPERATING EXPENSES 4500 FIRST PRESBYTERIAN CHURCH 554 MCCALLIE AVE CHATTANOOGA TN 37402 NONE 501(C)(3) OPERATING EXPENSES 2500 BIBLE IN THE SCHOOLS 243 SIGNAL MOUNTAIN RD 113 CHATTANOOGA TN 37405 NONE 501(C)(3) OPERATING EXPENSES 2000 ALLIANCE DEFENDING FREEDOM 15100 N 90TH STREET SCOTTSDALE AZ 85260 NONE 501(C)(3) OPERATING EXPENSES 5000 CALVARY CHAPEL 3415 BROAD STREET CHATTANOOGA TN 37409 NONE 501(C)(3) OPERATING EXPENSES 2500 59000 0 14 99 14 26535 18 -101218 0 -74584 0 -74584 0 0 0 0 0 0 0 0 0 0 BOOKKEEPING 429 215 214 A.O. SMITH CORP 23575 28854 ABBVIE INC 16212 23245 ALPHABET INC CLASS A 21915 27938 APPLE INC 32004 48132 BECTON DICKINSON & CO 29349 30479 CITIGROUP INC 28685 20576 CONOCOPHILLIPS 12020 23214 DOLBY LABORATORIES CLASS A 14815 12927 EDWARDS LIFESCIENCES 14583 13344 ELI LILLY 26055 43719 HCA HEALTHCARE INC 14233 20301 HILTON WORLDWIDE HLD 15550 22761 HOLOGIC INC 14125 14290 JP MORGAN EQUITY PREMIUM INCOME ETF 69237 68725 MICROSOFT CORP 14057 22562 PROGRESSIVE CO OHIO 14008 23892 PROLOGIS INC REIT 23039 26660 SCHWAB VALUE ADVANTAGE 281 281 TEXAS INSTRUMENTS 14780 14489 TJX COMPANIES INC 23368 32834 ULTA BEAUTY INC 20440 29399 UNITEDHEALTH GRP INC 14259 21059 WALMART INC 31424 35471 XYLEM INC 15320 17154 ISHARES S&P 100 INDEX FUND 82330 89356 JP MORGAN HEDGED EQUITY ETF 37890 39660 KBW REGIONAL BANKING INDEX 36527 45876 JP MORGAN INCOME FUND 41200 41750 UTILITIES SELECT SECTOR SPDR FUND 29157 31665 VANECK SEMICONDUCTOR ETF 37712 43718 INDUSTRIAL SELECT SPDR 36182 39897 548985 561415 0 0 LEGAL AND ACCOUNTING 1900 950 950 ADVISOR FEES 7219 7219 0 FEDERAL TAXES 384 0 0