2024-10-29T11:13:37-05:00 2023-12-31 621840630 Equitable Advisors Inc 4400 Harding Pike Suite 310 Nashville TN 372052314 990PF 2023-01-01 626195897 Toby S Wilt Family Foundation TOBY 6154609240 4400 Harding Pike 310 Nashville TN 37205 Equitable Trust Company Trustee 6154609240 2024-10-29 1 1 Tyler Wilson P01864168 6156518879 2023 2024-10-15 13:58:12Z X 3428999 X X 59972 59972 38835 38835 12432 742028 12432 111239 111239 0 0 0 2400 0 0 2282 2282 0 22252 22252 0 26934 24534 0 172050 172050 198984 24534 172050 -87745 86705 886321 999293 999293 476485 473074 602673 301656 300822 280957 1415916 1211646 1546076 3080378 2984835 3428999 0 0 X 0 0 0 0 3080378 2984835 3080378 2984835 3080378 2984835 3080378 -87745 0 2992633 7798 2984835 Publicly traded securities 175296 210318 -35022 -35022 Publicly traded securities 525162 519278 5884 5884 From K-1s P 2022-12-31 417 417 417 From K-1s P 2022-12-31 27724 27724 27724 Capital Gains Dividends P 13429 13429 13429 12432 1205 0 1205 0 1205 4804 0 0 0 4804 0 3599 3599 0 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 0 0 0 0 1 N/A Equitable Trust Company 6154609240 4400 Harding Pike Suite 310 Nashville TN 37205 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Toby S Wilt 4400 Harding Pike Suite 310 Nashville TN 37205 COMM. MBR. 0.00 0 0 0 Fleming Wilt 4400 Harding Pike Suite 310 Nashville TN 37205 COMM. MBR. 0.00 0 0 0 Jodi Banks 4400 Harding Pike Suite 310 Nashville TN 37205 COMM. MBR. 0.00 0 0 0 TJ Wilt 4400 Harding Pike Suite 310 Nashville TN 37205 COMM. MBR. 0.00 0 0 0 Lucianne Wilt 4400 Harding Pike Suite 310 Nashville TN 37205 COMM. MBR. 0.00 0 0 0 NONE 0 NONE 0 0 2383712 1064862 0 3448574 0 0 3448574 51729 3396845 169842 169842 1205 1205 168637 0 168637 0 168637 172050 0 172050 168637 0 0 2400 2400 172050 0 0 0 168637 3413 0 0 5813 0 0 0 0 0 0 0 5813 2400 3413 Toby S Wilt EQUITABLE TRUST COMPANY 4400 HARDING PIKE SUITE 310 NASHVILLE TN 372050879 6153464219 BY LETTER REQUEST SPECIFYING THE APPLICANT'S QUALIFICATIONS/STATUS NONE NO SPECIAL RESTRICTIONS; PROPOSED APPLICANT SHOULD BE A QUALIFIED ORGANIZATION RECOGNIZED UNDER IRC SECTION 501(C)(3) Collier Community Foundation 1110 Pine Ridge Rd Ste 200 Naples FL 34108 NONE 501(C)(3) AID RECIPIENT'S CHARITABLE PURPOSE 250 Cumberland Heights Foundation Inc 8283 River Road Pike Nashville TN 37209 NONE 501(C)(3) AID RECIPIENT'S CHARITABLE PURPOSE 2500 ENSWORTH SCHOOL 211 ENSWORTH AVE NASHVILLE TN 37205 NONE 501(C)(3) AID RECIPIENT'S CHARITABLE PURPOSE 5000 FRIENDS LIFE COMMUNITY 4414 GRANNY WHITE PIKE NASHVILLE TN 37204 NONE 501(C)(3) AID RECIPIENT'S CHARTIABLE PURPOSE 1000 FRIENDS OF WARNER PARK 50 VAUGHN ROAD NASHVILLE TN 37221 NONE 501(C)(3) AID RECIPIENT'S CHARITABLE PURPOSE 15000 HUMANITIES TENNESSEE 807 MAIN STREET STE B NASHVILLE TN 37206 NONE 501(C)(3) AID RECIPIENT'S CHARITABLE PURPOSE 2500 Montgomery Bell Academy 4001 Harding Pike Nashville TN 37205 NONE 501(C)(3) AID RECIPIENT'S CHARITABLE PURPOSE 5000 NASHVILLE ZOO 3777 NOLENSVILLE PIKE NASHVILLE TN 37211 NONE 501(C)(3) AID RECIPIENT'S CHARITABLE PURPOSE 1500 Snedeker Foundation PO BOX 158187 Nashville TN 37215 NONE 501(C)(3) AID RECIPIENT'S CHARITABLE PURPOSE 2500 TENNESSEE GOLF FOUNDATION 400 FRANKLIN RD FRANKLIN TN 37069 NONE 501(C)(3) AID RECIPIENT'S CHARITABLE PURPOSE 10000 The Golf Club of Tennessee 1000 Golf Club Dr Kingston Springs TN 37082 NONE 501(C)(3) AID RECIPIENT'S CHARITABLE PURPOSE 4000 TRINITY EPISCOPAL CHURCH 615 6TH AVE S NASHVILLE TN 37219 NONE 501(C)(3) AID RECIPIENT'S CHARITABLE PURPOSE 1000 VANDERBILT UNIVERSITY 2201 WEST END AVE NASHVILLE TN 37235 NONE 501(C)(3) AID RECIPIENT'S CHARITABLE PURPOSE 100000 Semper K9 Assistance Dogs 1776 Semper K9 Way Catlett VA 20119 NONE 501(C)(3) AID RECIPIENT'S CHARITABLE PURPOSE 300 King's Home 221 Kings Home Dr Chelsea AL 35043 NONE 501(C)(3) AID RECIPIENT'S CHARITABLE PURPOSE 500 Franklin High School 810 Hillsboro Rd Franklin TN 37064 NONE 501(C)(3) AID RECIPIENT'S CHARITABLE PURPOSE 5000 Covenant Presbyterian Church 33 Burton Hills Blvd Nashville TN 37215 NONE 501(C)(3) AID RECIPIENT'S CHARITABLE PURPOSE 1000 Texas Christian University Frog Club TCU Box 297140 Fort Worth TX 76129 NONE 501(C)(3) AID RECIPIENT'S CHARITABLE PURPOSE 5000 Alive Hospice 1718 Patterson Street Nashville TN 37203 NONE 501(C)(3) AID RECIPIENT'S CHARITABLE PURPOSE 10000 172050 0 14 59972 14 38835 18 12432 0 111239 0 111239 0 0 0 0 0 0 0 0 0 0 Tax Preparation Fee 2400 0 0 NBD Bancorp Inc 8.250% 11//01/2024 25928 25505 Morgan Stanley 4.000% 07/23/2025 24859 24643 Dollar General Corporation 4.150% 11/01/2025 25035 24591 Citigroup Inc. 1.000% 11/18/2025 75000 68670 Goldman Sachs Group Inc. 1.000% 12/21/2025 75000 68792 Goldman Sachs Group Inc. 1.350% 05/14/2026 75000 68756 Alphabet Inc Cl A 56337 110495 Analog Devices Inc 13682 31968 Crown Castle Inc 58850 73722 Laboratory Corp of America Holdings 73022 83188 LKQ Corp 34268 31207 Otis Worldwide Corp 46802 56098 S&P Global Inc 80879 90747 Skyworks Solutions Inc 29560 36649 Fidelity National Information Svs Inc 31214 33699 Public Storage Inc 48460 54900 Investment in DTC Private Equity V, LP AT COST 262100 508235 WCM SMID Value Instl AT COST 385848 440901 Kopernik International Instl AT COST 335115 345040 iShares Gold Trust ETF AT COST 228583 251900 Timing Differences Between 1099 and YE Statements 7798 K-1 Net Income/Loss 1618 1618 0 Investment Advisory Fees 20634 20634 0 Foreign Taxes Paid 2282 2282 0