2024-11-13T07:34:56-06:00 2023-12-31 621199757 LBMC PC PO BOX 1869 BRENTWOOD TN 370241869 990PF 2023-01-01 581537831 THE ANN AND MONROE CARELL FOUNDATION ANNA 6153560991 95 WHITE BRIDGE ROAD 514 NASHVILLE TN 37205 KATHRYN BROWN PRESIDENT 6153560991 2024-11-11 1 1 MICHAEL GANSCHOW P01395484 6153774600 2024-11-11 2023 2024-10-15 13:58:12Z X 19939765 X X 559658 559658 226064 4976511 226064 785722 785722 0 0 0 6750 0 6750 95501 95501 0 14991 2627 0 117242 98128 6750 1727500 1727500 1844742 98128 1734250 -1059020 687594 887802 605210 605210 12174661 11208046 13259711 4307258 4372585 4227961 1593505 1714742 1846883 18963226 17900583 19939765 0 0 X 0 0 0 0 18963226 17900583 18963226 17900583 18963226 17900583 18963226 -1059020 0 17904206 3623 17900583 GOLDMAN SACHS #71784-0 P 160237 154473 5764 5764 GOLDMAN SACHS #71784-0 P 24953 29102 -4149 -4149 GOLDMAN SACHS #71782-4 P 190827 153780 37047 37047 GOLDMAN SACHS #71782-4 P 91577 82494 9083 9083 GOLDMAN SACHS #71783-2 P 82739 61444 21295 21295 GOLDMAN SACHS #71783-2 P 32233 25666 6567 6567 GOLDMAN SACHS #52431-1 P 1788622 1761161 27461 27461 GOLDMAN SACHS #52431-1 P 456203 472522 -16319 -16319 GOLDMAN SACHS #71859-0 P 162464 97554 64910 64910 GOLDMAN SACHS #71859-0 P 44732 42235 2497 2497 GOLDMAN SACHS #45640-7 P 722301 750019 -27718 -27718 GOLDMAN SACHS #45640-7 P 119298 115966 3332 3332 GOLDMAN SACHS #45640-7 P 39200 37699 1501 1501 GOLDMAN SACHS #49145-3 P 30115 30115 30115 GOLDMAN SACHS #49145-3 P 20077 20077 20077 GOLDMAN SACHS #49145-3 P 110660 111000 -340 -340 GOLDMAN SACHS #49142-0 P 280352 278000 2352 2352 GOLDMAN SACHS #49142-0 P 75870 100000 -24130 -24130 GOLDMAN SACHS #58096-6 P 211402 173000 38402 38402 GOLDMAN SACHS #37871-5 P 188748 162032 26716 26716 GOLDMAN SACHS #37871-5 P 131176 142300 -11124 -11124 SETTLEMENT PROCEEDS P 3018 3018 3018 CAPITAL GAINS DIVIDENDS P 9707 9707 9707 226064 9558 0 9558 0 9558 14084 0 3000 0 17084 0 7526 7526 0 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 0 0 0 0 1 N/A LBMC PC 6153774600 201 FRANKLIN RD BRENTWOOD TN 37027 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KATHRYN C BROWN 4410 TRUXTON PLACE NASHVILLE TN 37205 PRESIDENT 0.00 0 0 0 EDITH C JOHNSON 4407 IROQUOIS NASHVILLE TN 37205 TREASURER 0.00 0 0 0 JULIE CARELL STADLER 4432 TYNE BLVD NASHVILLE TN 37215 SECRETARY 0.00 0 0 0 NONE 0 NONE 0 0 19037223 1054830 0 20092053 0 0 20092053 301381 19790672 989534 989534 9558 9558 979976 0 979976 0 979976 1734250 0 1734250 979976 0 0 2053674 1287474 1138065 2082417 397082 6958712 1734250 0 0 0 979976 754274 0 0 7712986 0 0 0 0 0 0 2053674 5659312 1287474 1138065 2082417 397082 754274 X CHEEKWOOD BOTANICAL GARDEN & MUSEUM OF ART 1200 FORREST PARK DRIVE NASHVILLE TN 37205 NONE PUBLIC TO FURTHER CHARITABLE ACTIVITIES 250000 DIOCESE OF NASHVILLE 2400 21ST AVENUE SOUTH NASHVILLE TN 372125387 NONE RELIGIOUS TO FURTHER CHARITABLE ACTIVITIES;LISTTOTAL 51500;LISTTOTAL 50000;LISTTOTAL 0 400000 NASHVILLE SYMPHONY 1 SYMPHONY PLACE NASHVILLE TN 372012031 NONE PUBLIC TO FURTHER CHARITABLE ACTIVITIES 50000 SWAN BALL 3630 REDMON STREET NASHVILLE TN 372094827 NONE PUBLIC TO FURTHER CHARITABLE ACTIVITIES 25000 VANDERBILT MEDICAL CENTER - LIFEFLIGHT 1211 MEDICAL CENTER DRIVE NASHVILLE TN 372327430 NONE PUBLIC TO FURTHER CHARITABLE ACTIVITIES 1000000 HOSPITALITY HOUSE OF NASHVILLE 214 REIDHURST AVE NASHVILLE TN 37203 NONE PUBLIC TO FUTHER CHARITABLE ACTIVITIES 2500 1727500 0 14 559658 18 226064 0 785722 0 785722 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEE 6750 0 6750 GOLDMAN SACHS #52431-1 4372585 4227961 GOLDMAN SACHS #45640-7 4496296 4363988 GOLDMAN SACHS #49142-0 934000 1073840 GOLDMAN SACHS #49144-6 466000 524223 GOLDMAN SACHS #52431-1 2749642 3493313 GOLDMAN SACHS #58096-6 483000 593495 GOLDMAN SACHS #71782-4 309176 415083 GOLDMAN SACHS #71783-2 292448 434510 GODLMAN SACHS #71784-0 342485 482449 GOLDMAN SACHS #71859-0 558770 938336 GOLDMAN SACHS #37871-5 576229 940474 GOLDMAN SACHS #52431-1 AT COST 1714742 1846883 BOOK/TAX DIFFERENCE 3623 INVESTMENT MANAGEMENT FEES 95501 95501 0 FOREIGN TAXES GOLDMAN SACHS 2607 2607 0 TN SEC OF STATE ANNUAL REPORT 20 20 0 OTHER TAXES 12364 0 0