2025-07-30T12:06:20-05:00 2024-12-31 621199757 LBMC PC PO BOX 1869 BRENTWOOD TN 370241869 990PF 2024-01-01 581537831 THE ANN AND MONROE CARELL FOUNDATION ANNA 6153560991 95 WHITE BRIDGE ROAD 514 NASHVILLE TN 37205 KATHRYN BROWN PRESIDENT 6153560991 2025-07-30 1 1 MICHAEL GANSCHOW P01395484 6153774600 2025-07-30 2024 2025-03-06 01:10:19Z X 20209390 X X 619895 619895 1157447 7482154 1157447 168 168 1777510 1777510 0 0 0 7000 0 7000 97441 97441 0 7618 2584 0 112059 100025 7000 1486300 1486300 1598359 100025 1493300 179151 1677485 -3 -3 605210 1398389 1398389 11208046 10515537 12684225 4372585 3775424 3656935 1714742 2386506 2469844 17900583 18075853 20209390 0 0 X 0 0 0 0 17900583 18075853 17900583 18075853 17900583 18075853 17900583 179151 0 18079734 3881 18075853 GOLDMAN SACHS #71784-0 P 288186 213307 74879 74879 GOLDMAN SACHS #71784-0 P 99038 99489 -451 -451 GOLDMAN SACHS #71782-4 P 163693 98859 64834 64834 GOLDMAN SACHS #71782-4 P 76747 63004 13743 13743 GOLDMAN SACHS #71783-2 P 194976 93222 101754 101754 GOLDMAN SACHS #71783-2 P 73014 62779 10235 10235 GOLDMAN SACHS #52431-1 P 2164286 1920169 244117 244117 GOLDMAN SACHS #52431-1 P 189991 178671 11320 11320 GOLDMAN SACHS #71859-0 P 142149 102037 40112 40112 GOLDMAN SACHS #71859-0 P 54078 52441 1637 1637 GOLDMAN SACHS #45640-7 P 1559425 1613950 -54525 -54525 GOLDMAN SACHS #45640-7 P 53111 34671 18440 18440 GOLDMAN SACHS #49145-3 P 25861 4314 21547 21547 GOLDMAN SACHS #49145-3 P 17240 2876 14364 14364 GOLDMAN SACHS #49142-0 P 728349 572000 156349 156349 GOLDMAN SACHS #49142-0 P 125607 127000 -1393 -1393 GOLDMAN SACHS #58096-6 P 406042 277000 129042 129042 GOLDMAN SACHS #37871-5 P 340755 237229 103526 103526 GOLDMAN SACHS #37871-5 P 236170 212689 23481 23481 SETTLEMENT PROCEEDS P 75 75 75 GOLDMAN SACHS #49144-6 P 430360 359000 71360 71360 GOLDMAN SACHS #52431-1 (SEC. 1250) P 130 130 130 CAPITAL GAINS DIVIDENDS P 112871 112871 112871 1157447 23317 0 23317 0 23317 5939 0 0 0 5939 190 17568 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 19433198 783520 0 20216718 0 0 20216718 303251 19913467 995673 995673 23317 23317 972356 0 972356 0 972356 1493300 0 1493300 972356 0 0 1287474 1138065 2082417 397082 754274 5659312 1493300 0 0 0 972356 520944 0 0 6180256 0 0 0 0 0 0 1287474 4892782 1138065 2082417 397082 754274 520944 X BELMONT UNIVERSITY 1900 BELMONT BLVD NASHVILLE TN 37212 NONE PUBLIC TO FURTHER CHARITABLE ACTIVITIES 2500 DIOCESE OF NASHVILLE 2400 21ST AVENUE SOUTH NASHVILLE TN 372125387 NONE RELIGIOUS TO FURTHER CHARITABLE ACTIVITIES;LISTTOTAL 51500;LISTTOTAL 50000;LISTTOTAL 0 400000 HOSPITALITY HOUSE OF NASHVILLE 214 REIDHURST AVE NASHVILLE TN 37203 NONE PUBLIC TO FUTHER CHARITABLE ACTIVITIES 5000 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 CHILDREN'S HOSPITAL 2200 CHILDRENS WAY NASHVILLE TN 37232 NONE PUBLIC TO FURTHER CHARITABLE ACTIVITIES 3800 VANDERBILT MEDICAL CENTER - LIFEFLIGHT 1211 MEDICAL CENTER DRIVE NASHVILLE TN 372327430 NONE PUBLIC TO FURTHER CHARITABLE ACTIVITIES 1000000 1486300 0 14 619895 14 168 18 1157447 0 1777510 0 1777510 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEE 7000 0 7000 GOLDMAN SACHS #52431-1 3775424 3656935 GOLDMAN SACHS #45640-7 4177028 4097315 GOLDMAN SACHS #49142-0 952000 1076587 GOLDMAN SACHS #49144-6 532000 549358 GOLDMAN SACHS #52431-1 2210676 3043347 GOLDMAN SACHS #58096-6 606000 677682 GOLDMAN SACHS #71782-4 373309 463630 GOLDMAN SACHS #71783-2 365870 469154 GODLMAN SACHS #71784-0 144529 231272 GOLDMAN SACHS #71859-0 545251 944386 GOLDMAN SACHS #37871-5 608874 1131494 GOLDMAN SACHS #52431-1 AT COST 2386506 2469844 BOOK/TAX DIFFERENCE 3881 GOLDMAN SACHS #52432-9 168 168 168 INVESTMENT MANAGEMENT FEES 97441 97441 0 FOREIGN TAXES GOLDMAN SACHS 2564 2564 0 TN SEC OF STATE ANNUAL REPORT 20 20 0 OTHER TAXES 5034 0 0