2024-05-28T17:18:07-04:00 2023-12-31 814693463 RIVERFRONT ADVISORS 480 JAMES ROBERTSON PKWY NASHVILLE TN 37219 990PF 2023-01-01 626037726 EISEN-WALD FOUNDATION EISE 6153527575 C/O NAN SPELLER 5952 SEDBERRY ROAD NASHVILLE TN 372053246 NAN E SPELLER SECRETARY 6153527575 2024-05-20 NAN SPELLER XXX-XX-XXXX true ROBERT LEE TROXLER P00232379 6157422525 2024-05-20 2023 2023-04-26 12:10:37Z X 2535103 X X 1566 1566 75162 75162 40420 120098 40420 117148 117148 565 565 6500 6500 2985 1807 10050 8872 0 129000 129000 139050 8872 129000 -21902 108276 15648 24366 24365 1815944 1785890 2510738 2785 1843 1834377 1812099 2535103 0 X 257319 257319 1577058 1554780 1834377 1812099 1834377 1812099 1834377 -21902 1812475 376 1812099 PUBLICLY TRADED SECURITIES P 50000 50000 PUBLICLY TRADED SECURITIES P 70098 29678 40420 40420 40420 40420 1505 1505 1505 1029 871 1900 395 395 false false false false false false false true true TN DE true false false false false true N/A RIVERFRONT ADVISORS 6157422525 480 JAMES ROBERTSON PKWY NASHVILLE TN 372193019 false false false false false false false false false false false false false false false false false false false false DANIEL B EISENSTEIN 101 HARDINGWOODS PLACE NASHVILLE TN 37205 PRESIDENT 3.00 0 0 0 STEPHANIE S TOWNSEND 6349 BRESSLYN RD NASHVILLE TN 37205 VICE PRESIDE 1.00 0 0 0 RACHEL E HAUBER 105 GUN CLUB RD NASHVILLE TN 37205 VICE PRESIDE 1.00 0 0 0 NAN E SPELLER 5952 SEDBERRY RD NASHVILLE TN 37205 SECRETARY 3.00 0 0 0 ANDREW L SPELLER 12909 LAMPADIRE DR CREVE COUER MO 63141 EX-OFFICIO F 1.00 0 0 0 NONE NONE N/A 2406484 47247 1393 2455124 2455124 36827 2418297 120915 120915 1505 1505 119410 119410 119410 129000 129000 119410 123187 129000 123187 5813 113597 NAN E SPELLER 5952 SEDBERRY ROAD NASHVILLE TN 372053246 6153527575 WRITTEN APPLICATION REQUESTING FUNDS NONE NONE AGEWELL MIDDLE TN 95 WHITE BRIDGE RD SUITE 250 NASHVILLE TN 37205 N/A PUBLIC GENERAL USE 1000 AKIVA SCHOOL 809 PERCY WARNER BLVD NASHVILLE TN 37205 N/A PUBLIC GENERAL USE 750 AMERICAN JEWISH COMMITTEE GLOBAL JEWISH ADVOCACY 165 EAST 56 STREET NEW YORK NY 10022 N/A PUBLIC GENERAL USE 1000 ANTI-DEFAMATION LEAGUE 605 THIRD AVE NEW YORK NY 10158 N/A PUBLIC GENERAL USE 1000 BEHAVIORAL HEALTH FOUNDATION 204 SUMMIT OAKS PL NASHVILLE TN 37221 N/A PUBLIC GENERAL USE 11000 CASA INC DAVIDSON CO 601 WOODLAND ST NASHVILLE TN 37206 N/A PUBLIC GENERAL USE 1500 FIFTY FORWARD 174 RAINS AVENUE NASHVILLE TN 37203 N/A PUBLIC GENERAL USE 500 FISK UNIVERSITY-THE FISK FUND 1000 17TH AVENUE N NASHVILLE TN 37208 N/A PUBLIC GENERAL USE 250 GORDON JEWISH COMMUNITY CENTER OF NASHVILLE 801 PERCY WARNER BLVD NASHVILLE TN 37205 N/A PUBLIC GENERAL USE 2500 JEWISH FAMILY SERVICES OF NASHVILLE & MIDDLE TENNESSEE 801 PERCY WARNER BLVD SUITE 103 NASHVILLE TN 37205 N/A PUBLIC GENERAL USE 11500 JEWISH FEDERATION OF NASHVILLE & MIDDLE TENNESSEE 801 PERCY WARNER BLVD SUITE 102 NASHVILLE TN 37205 N/A PUBLIC GENERAL USE 55500 MCNEILLY CENTER FOR CHILDREN 400 MERIDIAN STREET NASHVILLE TN 37207 N//A PUBLIC GENERAL USE 100 NASHVILLE HOLOCAUST MEMORIAL 801 PERCY WARNER BLVD NASHVILLE TN 37205 N/A PUBLIC GENERAL USE 1500 NASHVILLE SYMPHONY 1 SYMPHONY PLACE NASHVILLE TN 37201 N/A PUBLIC GENERAL USE 3500 PARK CENTER 1935 21ST AVE S NASHVILLE TN 37212 N/A PUBLIC GENERAL USE 500 ROOM IN THE INN 705 DREXEL STREET NASHVILLE TN 37203 N/A PUBLIC GENERAL USE 500 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONTGOMERY AL 36104 N/A PUBLIC GENERAL USE 1000 TEMPLE BETH-EL 1205 BRICK CHURCH PIKE NASHVILLE TN 37207 N/A PUBLIC GENERAL USE 2400 THE TEMPLE 5015 HARDING PIKE NASHVILLE TN 37205 N/A PUBLIC GENERAL USE 10000 UNIVERSITY SCHOOL OF NASHVILLE 2000 EDGEHILL AVENUE NASHVILLE TN 37212 N/A PUBLIC GENERAL USE 2500 URBAN HOUSING SOLUTIONS 822 WOODLAND STREET NASHVILLE TN 37206 N/A PUBLIC GENERAL USE 500 VANDERBILT UNIVERSITY - ANN F EISENSTEIN WOMEN'S HEART SERVICE 2301 VANDERBILT PLACE NASHVILLE TN 37240 N/A PUBLIC GENERAL USE 10000 VANDERBILT UNIVERSITY - BERNARD FENSTERWALD MEMORIAL SCHOLARSHIP FUND 2301 VANDERBILT PLACE NASHVILLE TN 37240 N/A PUBLIC GENERAL USE 10000 129000 14 1566 14 75162 18 40420 117148 117148 false false false false false false false false false false JACOBS, COHEN & ASSOCIATES, PLLC PREPARATION OF RETURNS AND MAINTENANCE OF BOOKS AND RECORDS 6500 6500 EXXON MOBIL CORP. 1,000 2078 77484 FIRST TR DOW JONES SELECT DIV 3,250 75520 72345 FIRST TR LOW DUR MTG OPP INDX 400 FIRST TR MORNINGST DIV LEADERS 2,750 75901 98670 FIRST TR SHORT MAT INDX 1,000 60377 59660 FIRST TR VALUE LINE 1,900 50689 77064 ISHARES CORE S&P 500 FD 765 196111 365387 ISHARES CORE S&P MIDCAP ETF 445 81351 123332 ISHARES MSCI EAFE INDEX 2,200 139184 165770 ISHARES MSCI EMERGINC MKTS 2,000 84318 80420 ISHARES S&P MIDCAP 400 VALUE 670 50591 76407 ISHARES TR/MSCI ACWI EX US ETF 2,400 115789 122496 MERCK & CO INC 1,200 34081 103569 PIMCO SHORT MATURITY ETF 1,750 176623 174633 UNION PACIFIC CORP. 1,175 1151 288603 VANGUARD INTERM TERM CORP BD 2,000 173748 162560 VANGUARD SHORT TERM BOND ETF 2,200 177309 169444 VANGUARD SHORT TERM CORP BD 2,175 174551 168280 VANGUARD TOTAL INTL STK INDX 2,150 116518 124614 CORPORATION SERVICE COMPANY - LEGAL REPRESENTATIVE 565 565 ESTIMATED TAX PAYMENTS 2207 1029 DIVIDENDS RECEIVABLE 578 814 BASIS ADJUSTMENT 376 DELAWARE FRANCHISE TAX 70 70 FEDERAL EXCISE TAX FOR 2022 771 FOREIGN TAXES 1737 1737 FEDERAL EXCISE TAX FOR 2020 407