2024-05-06T13:44:22-05:00 2023-12-31 621199757 LBMC PC 2095 LAKESIDE CENTRE WAY SUITE 220 KNOXVILLE TN 37922 990PF 2023-01-01 205911602 EAST TENNESSEE CARDIOVASCULAR RESEARCH FOUNDATION EAST 8656026700 10820 PARKSIDE DRIVE KNOXVILLE TN 37934 MALCOLM T FOSTER PRESIDENT 8656026700 2024-05-06 1 MALCOLM FOSTER 999009999 0 BEN M ALEXANDER CPA P00646380 8656919000 2024-05-06 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1995927 X X 26693 26693 20305 334737 20305 527 0 47525 46998 0 0 0 2960 1480 1480 339 339 0 10241 0 0 32515 13461 12000 46055 15280 13480 80250 80250 126305 15280 93730 -78780 31718 8376 18456 18456 1593091 1504231 1977471 6657 6657 1601467 1522687 1995927 0 0 X 0 0 0 0 1601467 1522687 1601467 1522687 1601467 1522687 1601467 -78780 0 1522687 0 1522687 ALGER SMALL CAP FOCUS FUND CL Z N/L P 2023-07-12 64959 106165 -41206 -41206 AB LARGE CAP GROWTH FD ADVISOR CL N/L P 2018-08-31 2023-04-10 10000 7670 2330 2330 AMERICAN FUNDS AMERICAN BALANCED FUND CL F2 N/L P 2023-07-10 100000 81410 18590 18590 AMERICAN FUNDS EUROPACIFIC GROWTH FUND CL F2 N/L P 2023-01-10 14000 11067 2933 2933 AMERICAN FUNDS EUROPACIFIC GROWTH FUND CL F2 N/L P 2023-09-20 7000 6334 666 666 T. ROWE PRICE DIVERSIFIED MID CAP GROWTH FD INVSTR CL N/L P 2020-02-24 2023-11-29 60000 55990 4010 4010 AMERICAN FUNDS AMERICAN BALANCED FUND CL F2 N/L P 2023-07-10 710 689 21 21 AMERICAN FUNDS AMERICAN BALANCED FUND CL F2 N/L P 2023-07-10 33485 28726 4759 4759 FIDELITY ADVISOR NEW INSIGHTS FUND CL I N/L P 2012-10-24 2023-02-14 8000 6361 1639 1639 FIDELITY ADVISOR NEW INSIGHTS FUND CL I N/L P 2012-10-24 2023-07-10 5000 3559 1441 1441 FIDELITY ADVISOR NEW INSIGHTS FUND CL I N/L P 2023-07-12 9000 6461 2539 2539 CAPITAL GAINS DIVIDENDS P 22583 22583 22583 20305 441 0 441 0 441 117 0 0 0 117 0 324 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 0 0 0 0 1 N/A MALCOLM T FOSTER MD 8656026700 10820 PARKSIDE DRIVE KNOXVILLE TN 37934 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MALCOLM T FOSTER III MD 10820 PARKSIDE DRIVE KNOXVILLE TN 37934 PRESIDENT 0.00 0 0 0 STEVE REED MD 10820 PARKSIDE DRIVE KNOXVILLE TN 37934 TRUSTEE 0.00 0 0 0 BARRY I MICHELSON MD 10820 PARKSIDE DRIVE KNOXVILLE TN 37934 SECRETARY 0.00 0 0 0 CLINT DOIRON MD 10820 PARKSIDE DRIVE KNOXVILLE TN 37934 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 1883723 10827 0 1894550 0 0 1894550 28418 1866132 93307 93307 441 441 92866 0 92866 0 92866 93730 0 93730 92866 0 0 9297 3344 3616 8864 25121 93730 0 0 0 92866 864 0 0 25985 0 0 0 0 0 0 9297 16688 3344 3616 8864 864 MALCOLM T FOSTER MD 10820 PARKSIDE DRIVE KNOXVILLE TN 37934 8656026700 IN WRITING NONE NONE AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS TX 75231 SUPPORT FOR HEART HEALTH ACROSS THE UNITED STATES 15000 CHADASHA FOUNDATION PO BOX 743 LOUISVILLE TN 37777 SUPPORT HEART SURGERY IN JIMANI FOR HAITIAN CHILDREN. 35000 HELEN ROSS MCNABB FOUNDATION 201 W SPRINGDALE AVENUE KNOXVILLE TN 37917 TO SUPPORT THE MISSION OF MENTAL HEALTH CARE IN EAST TENNESSEE 1250 KNOXVILLE MUSEUM OF ART 1050 WORLDS FAIR PARK DRIVE KNOXVILLE TN 37916 TO SUPPORT ART COMMUNITY OF EAST TENNESSEE 8000 KNOXVILLE YOUTH ATHLETICS PO BOX 7204 KNOXVILLE TN 37921 SUPPORT HEALTH AND WELLNESS THROUGH TRACK AND FIELD PROGRAMS IN KNOX COUNTY MIDDLE SCHOOLS. 10000 UT FOUNDATION 600 HENLEY STREET SUITE 100 KNOXVILLE TN 37996 SUPPORT THE MISSON OF HIGHER EDUCATION IN THE STATE OF TENNESSEE 9000 GSM INSTITUTE AT TREMONT 9275 TREMONT ROAD TOWNSEND TN 37882 TO SUPPORT THE GSM INSTITUTE AT TREMONT 1000 TENNESSEE GOLF FOUNDATION 400 FRANKLIN ROAD FRANKLIN TN 37069 TO SUPPORT GOLF IN TENNESSEE 1000 80250 0 14 26693 14 20305 527 0 46998 527 47525 9 FUNDRAISING INCOME RECEIVED VIA FACEBOOK FOR SPECIAL PURPOSE. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2960 1480 1480 RAYMOND JAMES 54271354 AT COST 107883 118223 RAYMOND JAMES 54271373 AT COST 1396348 1859248 MISCELLANEOUS EXPENSES 504 0 0 RESEARCH/EDUCATION EXPENSES 5477 0 0 INVESTMENT FEES - RJ 54271354 858 858 0 INVESTMENT FEES - RJ 54271373 12603 12603 0 TAXES PAID 1073 0 0 CLINICAL TRIAL EXPENSES 12000 0 12000 GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 527 527 FOREIGN TAXES - RJ 54271373 339 339 0