2025-06-06T07:56:27-04:00 2024-12-31 450491842 BLANKENSHIP CPA GROUP PLLC 101 WINNERS CIRCLE BRENTWOOD TN 37027 990PF 2024-01-01 621743716 PATRICIA WERTHAN UHLMANN FOUNDATION C/O EQUITABLE TRUST COMPANY 19601 PATR 6154609240 4400 HARDING ROAD SUITE 310 NASHVILLE TN 37205 STEPHANIE EDWARDS AGENT 6154609240 2025-06-04 true true MIKE DUNN CPA P00038531 6153733771 2025-06-04 2024 2025-03-06 01:10:19Z X 4986601 X 240922 31034 31034 31034 39905 39905 39905 213548 713482 107299 17450 310 310 525719 178238 88699 3300 45666 45666 5674 1368 54640 47034 0 198187 198187 252827 47034 198187 272892 131204 88699 707215 511851 511851 2158671 2365762 4472829 3617 1921 1921 2869503 2879534 4986601 99780 99780 0 X 2769723 2879534 2769723 2879534 2869503 2879534 2769723 272892 1394 3044009 164475 2879534 EQUITABLE TRUST COMPANY-ST P 2024-01-01 2024-12-31 145094 127644 17450 17450 EQUITABLE TRUST COMPANY-LT P 2023-01-01 2024-12-31 368672 332245 36427 36427 143 SHS APPLE INC P 2022-05-18 2024-04-15 25078 25247 -169 -169 33 SHS ELI LILLY & CO P 2022-05-18 2024-04-15 25133 24804 329 329 700 SHS NVIDIA CORP P 2022-09-02 2024-12-31 94612 96243 -1631 -1631 107299 17450 1824 1824 1824 3260 500 3760 1936 0 1936 false false false false false false false true true TN true false false false false true NONE EQUITABLE TRUST COMPANY AGENT 6154609240 4400 HARDING ROAD SUITE 310 NASHVILLE TN 37205 false false false false false false false false false false false false false false false false false false false false PATRICIA W UHLMANN 4400 HARDING ROAD SUITE 310 NASHVILLE TN 37205 PRESIDENT 1.00 0 0 0 MEGAN U SHAW 4400 HARDING ROAD SUITE 310 NASHVILLE TN 37205 SECRETARY 1.00 0 0 0 KATHERINE U AIKMAN 4400 HARDING ROAD SUITE 310 NASHVILLE TN 37205 TREASURER 1.00 0 0 0 NONE NONE N/A 4222924 599992 0 4822916 4822916 72344 4750572 237529 237529 1824 1824 235705 235705 235705 198187 198187 235705 5603 5603 198187 198187 5603 5603 31915 X NELSON-ATKINS MUSEUM OF ART 4525 OAK STREET KANSAS CITY MO 64111 NONE EXEMPT COLLECTOR'S CIRCLE RENEWAL 2840 JEWISH FAMILY SERVICES OF GREATER K 5801 W 115TH ST STE 103 OVERLAND PARK KS 66211 NONE EXEMPT IN HONOR OF MIRIAM SCHARF 118 NELSON-ATKINS MUSEUM OF ART 4525 OAK STREET KANSAS CITY MO 64111 NONE EXEMPT IN HONOR OF DR. ARNOLD KATZ 118 THE TEMPLE CONGREGATION OHABAI SHOL 5015 HARDING ROAD NASHVILLE TN 37205 NONE EXEMPT IN MEMORY OF JOYCE VISE 118 AGEWELL MIDDLE TENNESSEE 95 WHITE BRIDGE RD STE 2 NASHVILLE TN 37205 NONE EXEMPT IN HONOR OF BETSY CHERNAU 500 AMERICAN JEWISH JOINT DIST COMM 711 3RD AVE 10TH FLOOR NEW YORK NY 10017 NONE EXEMPT 2024 BOARD GIFT 60000 MISSION PROJECT INC 5909 DEARBORN ST MISSION KS 66202 NONE EXEMPT TO SUPPORT CHARITY 118 KU ENDOWMENT CHARITABLE GIFT FUND PO BOX 928 LAWRENCE KS 66044 NONE EXEMPT TO BENEFIT KU CANCER CENTER 118 CENTROPA 1141 LOXFORD TER SILVER SPRINGS MD 20901 NONE EXEMPT TO SUPPORT CHARITY 4000 TEMPLE CONGREGATION B'NAI JEHUDAH 12320 NALL AVENUE OVERLAND PARK KS 66209 NONE EXEMPT TEMPLE FUNDRAISER 10000 COLBY'S ARMY PO BOX 90464 NASHVILLE TN 37209 NONE EXEMPT IN HONOR OF JONI WERTHAN 1000 FOLLY THEATER 1020 CENTRAL SUITE 200 KANSAS CITY MO 64105 NONE EXEMPT PATRON SPONSOR 420 JEWISH BROADCASTING SERVICE PO BOX 360 STAMFORD CT 06904 NONE EXEMPT TO SUPPORT CHARITY 16495 ZAKA INC 2920 AVENUE R SUITE 208 BROOKLYN NY 11229 NONE EXEMPT TO SUPPORT CHARITY 1800 TEMPLE CONGREGATION B'NAI JEHUDAH 12320 NALL AVENUE OVERLAND PARK KS 66209 NONE EXEMPT TO SUPPORT TEMPLE 2742 INVESTIGATIVE PROJECT ON TERRORISM 5614 CONNECTICUT AVE NW 3 WASHINGTON DC 20015 NONE EXEMPT IN HONOR OF STEVE EMERSON 15000 THE PEMBROKE HILL SCHOOL 400 W 51ST STREET KANSAS MO 64112 NONE EXEMPT DIRECTED TO THEATER DEPARTMENT 10000 HENRY JACKSON SOCIETY 111 BROADWAY 9TH FLOOR NEW YORK NY 10006 NONE EXEMPT TO SUPPORT CHARITY 20000 FBI KANSAS CITY CITIZENS ACADEMY AL PO BOX 90613 KANSAS CITY MO 64190 NONE EXEMPT TO SUPPORT CHARITY 700 JEWISH COMMUNITY RELATIONS BUREAU 5801 WEST 115TH ST 203 OVERLAND KS 66211 NONE EXEMPT 2024 HUMAN RELATIONS EVENT 1500 AMERICAN JEWISH JOINT DIST COMM 711 3RD AVE 10TH FLOOR NEW YORK NY 10017 NONE EXEMPT ENTWINE 35000 JEWISH FAMILY SERVICES OF GREATER K 5801 W 115TH ST STE 103 OVERLAND PARK KS 66211 NONE EXEMPT TO SUPPORT CHARITY 5000 KU HILLEL FOUNDATION 1121 INDIANA ST STE C LAWRENCE KS 66044 NONE EXEMPT TO SUPPORT CHARITY 1800 AMERICAN JEWISH JOINT DIST COMM 711 3RD AVE 10TH FLOOR NEW YORK NY 10017 NONE EXEMPT DR. RICK HODES SPINAL SURGERY PROGRA 1800 ALABAMA SHAKESPEARE FESTIVAL 1 FESTIVAL DRIVE MONTGOMERY AL 36117 NONE EXEMPT IN HONOR OF DR. LAURIE WEIL 1000 JEWISH FEDERATION OF GREATER KC 5801 WEST 115TH STREET OVERLAND PARK KS 66211 NONE EXEMPT CHESED FUND 5000 TIKVAH FUND 165 EAST 56TH STREET 4TH NEW YORK NY 10022 NONE EXEMPT TO SUPPORT CHARITY 1000 198187 14 31034 14 39905 14 213548 SECS LITIGATION SETTLEMENTS 310 284487 310 284797 false false false false false false false false false false X X 1 PATRICIA WERTHAN UHLMAN 8221 NALL AVENUE PRAIRIE VIEW KS 66208 240922 X 1 143 SHS APPLE INC (AAPL) 25247 2024-04-15 1 33 SHS ELI LILLY & CO (LLY) 24804 2024-04-15 1 52 SHS ELI LILLY & CO (LLY) 40925 2024-05-16 1 425 SHS NVIDIA CORP (NVDA) 53703 2024-07-17 1 700 SHS NVIDIA CORP (NVDA) 96243 2024-12-31 TAX PREPARATION FEES 3300 MUTUAL FUNDS / EQUITIES 2365762 4472829 INVESTMENT INCOME RECEIVABLE 3617 1921 1921 UNREALIZED GAIN IN DONATED STOCK 164475 SECS LITIGATION SETTLEMENTS 310 310 FUND BALANCE ADJUSTMENT 1394 AGENCY FEES 45666 45666 FOREIGN TAXES PAID 1235 1235 STATE FILING FEE 20 20 ADR FEES 113 113 2023 PF TAX EXTENSION PMT 1046 2024 PF TAX PAYMENTS 3260