2025-11-17T09:49:18-08:00 2024-12-31 921237331 WINCHELL CPA & ADVISORY SERVICES PLLC 171 BELLE FOREST CIR STE B NASHVILLE TN 37221 990PF 2024-01-01 874029399 PATHS TO FREEDOM PATH 8508553449 108 Fern Ave Nashville TN 37207 MICAH BERG President 2025-11-17 true true JENNIFER WINCHELL P00453028 6156622808 2024 2025-03-06 01:10:19Z X 1834448 X 102099 687 687 687 64531 64531 64531 82667 261781 82667 853 249984 147885 66071 1550 1550 9487 9487 1497 1497 12534 12534 0 164250 164250 176784 12534 164250 73200 135351 66071 134 16952 16952 1751084 1817496 1817496 1751218 1834448 1834448 0 X 1751218 1834448 1751218 1834448 1751218 1834448 1751218 73200 10030 1834448 1834448 Wells Fargo - 7716 Covered Stock Sales P 2024-12-01 2024-12-31 12327 11474 853 853 Wells Fargo - 7716 Covered Stock Sales P 2023-01-01 2024-12-31 243365 167640 75725 75725 Capital Gain Dividends 6089 82667 853 1881 1881 1881 X 32 1913 0 false false false false false false false false true TN true false false false false true N/A MICAH BERG 8508553449 108 Fern Ave Nashville TN 37207 false false false false false false false false false false false false false false false false false false false false false false MICAH BERG 108 Fern Ave Nashville TN 37207 President 2.00 0 JAKOB DWYER 2337 CANAL DR NICEVILLE FL 32578 Secretary 2.00 0 RYAN OLIN 1300 TWIN SPRINGS DR BRENTWOOD TN 37027 Treasurer 2.00 0 NONE NONE 1857808 19577 0 1877385 0 1877385 28161 1849224 92461 92461 1881 1881 90580 90580 90580 164250 164250 90580 16574 16574 164250 0 90580 73670 90244 0 90244 16574 73670 X DAVIS HOUSE CHILD ADVOCACY CENTER 1810 COLUMBIA AVE SUITE 28 FRANKLIN TN 37064 PC Support services for children who have experienced abuse 137000 IMPACT YOUTH OUTREACH 968 Madison Square Madison TN 37115 PC To facilitate positive relationships with inner city, at-risk youth through mentorship, scholarship, and educational programming that encourages growth, post-secondary success, and maximizes offered opportunities. 13000 SERVE AND PROTECT 2008 Loomis Court Franklin TN 37069 PC To provide services to first responders and safety professionals who have experienced PTSD or other mental health challenges. The goal is to provide access to resources that will promote healing, wellness, and resilience. To educate and advocate on behalf of those who are in need and raise awareness about the importance of addressing PTSD in the first responder community. 10000 OZ ARTS NASHVILLE 6172 Cockrill Bend Circle Nashville TN 37209 PC To support the creation, development and presentation of significant performing and visual art works by leading artists whose contribution influences the advancement of their field. Through performances, exhibitions, and community events, OZ Arts focuses on producing and presenting the work of local and visiting artists who reflect our diverse society, utilize new artistic forms and technology in creative ways, and provide opportunities for meaningful engagement with audiences, students and cultural and civic leaders. 4250 164250 687 64531 82667 147885 147885 false false false false false false false false false false X X 1 Micah Cain Berg Living Trust 108 Fern Ave Nashville TN 37207 102099 X 1 130 shs Nvidia Corp 102099 2024-02-22 CPA Tax Prep 1550 1550 0 0 Mutual Fund - SGOIX FMV 99254 99254 Mutual Fund - GSIMX FMV 90274 90274 Mutual Fund - BRCYX FMV Mutual Fund - JSOSX FMV ETF - BSCV FMV 208522 208522 ETF - BSCP FMV ETF - BSCU FMV 142190 142190 ETF - BSCS FMV 208044 208044 ETF - SPYG FMV 220102 220102 ETF - SPSM FMV 83147 83147 ETF - SPYV FMV 89648 89648 ETF - SPMD FMV 186712 186712 ETF - IBTO FMV 139771 139771 ETF - COWZ FMV 86527 86527 Mutual Fund - BEMIX FMV 47975 47975 Mutual Fund - JSOSX FMV 77567 77567 Mutual Fund - PMFYX FMV 87379 87379 Mutual Fund - GEMIX FMV 50384 50384 Advisory Fees 9487 9487 0 0 Foreign Taxes 893 893 Income Tax 604 604