2024-05-13T13:14:19-05:00 2023-12-31 621298042 OSBORNE & CO PC 761 OLD HICKORY BLVD STE 201 BRENTWOOD TN 37027 990PF 2023-01-01 621790381 LACKEY FOUNDATION INC LACK 6154564868 PO BOX 1802 SPRING HILL TN 37174 DOUG LACKEY CHAIRMAN 6015274101 2024-05-13 1 DOUG LACKEY 999009999 0 DAVID F OSBORNE P00022637 6153700590 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X X 443427 X 0 X 13151 13151 114614 330314 114614 127765 127765 0 0 0 1600 0 0 1600 0 0 12500 12500 14100 0 12500 113665 127765 29849 15749 15749 19146 933 933 25199 25157 25024 443918 240940 401721 518112 282779 443427 0 0 X 0 0 0 0 518112 282779 518112 282779 518112 282779 518112 113665 1002 632779 350000 282779 INTEL CORPORATION P 2023-06-12 840 772 68 68 ISHARES TR S&P SML 600 P 2023-06-12 250 234 16 16 NORFOLK SOUTHN CORPORATION P 2023-02-24 376 412 -36 -36 3M COMPANY P 2023-06-12 400 498 -98 -98 VERIZON COMMUMICATIONS P 2023-06-12 1279 1481 -202 -202 ALPHABET INCORPORATED P 2020-04-01 2023-06-09 21971 10245 11726 11726 AMERICAN ELEC PWR P 2020-03-16 2023-06-09 18246 18088 158 158 BLACKROCK INCORPORATED P 2020-03-11 2023-06-09 12124 7804 4320 4320 INTEL CORPORATION P 2023-06-09 19355 29373 -10018 -10018 ISHARES TR RUSSELL 3000 ETF P 2007-01-10 2023-06-09 13366 4532 8834 8834 ISHARES TR CORE S&P SCP ETF P 2007-01-10 2023-06-09 14554 4936 9618 9618 ISHARES TR S&P SML 600 P 2023-06-09 21096 4107 16989 16989 KIMBERLY-CLARK CORPORATION P 2000-11-04 2023-06-09 13290 13836 -546 -546 MICROSOFT CORPORATION P 2012-11-09 2023-06-09 50450 4480 45970 45970 NEXTERA ENERGY INCORPORATED P 2019-03-05 2023-06-09 22010 14146 7864 7864 NORFOLK SOUTHN CORPORATION P 2023-02-23 23656 16860 6796 6796 SPDR S&P 500 ETF P 2023-09-12 37782 14161 23621 23621 SOUTHERN COMPANY P 2020-03-31 2023-06-09 11960 9464 2496 2496 3M COMPANY P 2023-06-09 8049 14700 -6651 -6651 VERIZON COMMUMICATIONS P 2023-06-09 19524 30386 -10862 -10862 WALMART INCORPORATED P 2020-03-31 2023-06-09 19735 15185 4550 4550 CAPITAL GAINS DIVIDENDS P 1 1 1 114614 1776 0 1776 0 1776 438 0 0 0 438 0 1338 0 0 0 0 0 0 0 0 0 0 0 1 TN 1 0 1 0 0 1 N/A DOUG LACKEY 6154564868 PO BOX 1802 SPRING HILL TN 37174 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CINDY OTT 328 MAURY LANE FLORENCE AL 35631 DIRECTOR 1.00 0 0 0 HARRIET HARPER 1098 NEALCREST CIRCLE SPRING HILL TN 37174 SECRETARY/DIRECTOR 1.00 0 0 0 RON HARPER 1098 NEALCREST CIRCLE SPRING HILL TN 37174 PRESIDENT/DIRECTOR 1.00 0 0 0 DOUGLAS LACKEY PO BOX 1802 SPRING HILL TN 37174 CHAIRMAN/DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 0 536469 17217 0 553686 0 0 553686 8305 545381 27269 27269 1776 1776 25493 0 25493 0 25493 12500 0 12500 25493 0 0 1837 542 6275 3936 12590 12500 0 0 0 12500 0 12590 12590 0 0 0 0 0 403 0 0 0 X CHRIST LED COMMUNITIES PO BOX 3645 BRENTWOOD TN 37024 NONE PC OPERATING SUPPORT 2500 NEW HOPE ACADEMY 1820 DOWNS BLVD FRANKLIN TN 37064 NONE PC OPERATING SUPPORT 5000 ONE GENERATION AWAY 320 PREMIER CT STE 218 FRANKLIN TN 37067 NONE PC OPERATING SUPPORT 5000 12500 0 14 13151 18 114614 0 127765 0 127765 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 1600 0 0 AMERICAN ELECTRIC POWER 18986 18518 HEALTHCARE REALTY TR INC 112 57 ISHARES RUSSELL 3000 INDEX 5884 15468 ISHARES CORE S&P SMALLCAP 5537 13678 MICROSOFT CORP 9338 58167 SPDR S&P 500 TRUST 23488 51289 WEC ENERGY GROUP INC 100 89 CATERPILLAR INC 14371 41500 KIMBERLY-CLARK CORP 16565 14668 3M CO 129 141 JOHNSON & JOHNSON 158 165 NEXTERA ENERGY INC 15238 17952 CENTERPOINT ENERGY INC 18504 31342 DOMINION ENERGY INC 325 204 SOUTHERN COMPANY 9980 12093 WALMART INC 15656 20741 BLACKROCK INC 8341 15104 ALPHABET INC 13886 25367 CLOROX COMPANY 32071 31561 PEPSICO INC 32271 33617 0 0 25157 25024 COST BASIS ADJUSTMENTS FOR LEGAL OBLIGATION PURSUANT TO DIVORCE 350000 COST BASIS ADJUSTMENT FOR STOCK REALIGNMENT 1002 DOUGLAS K LACKEY PO BOX 1802 SPRING HILL TN 37174