2024-11-15T15:54:35-06:00 2023-12-31 621804252 WATKINS UIBERALL PLLC 1661 AARON BRENNER DR STE 300 MEMPHIS TN 38120 990PF 2023-01-01 626045763 ARTHUR HALLE MEMORIAL FOUNDATION ARTH 9017535348 2537 GERMANTOWN ROAD SOUTH GERMANTOWN TN 38138 JEAN H LEWIS TRUSTEE TRUSTEE 9017535348 2024-11-15 1 0 CHRISTINA D HESTER CPA P01074118 9017612720 2024-11-15 2023 2024-10-15 13:58:12Z X 146309 X X 4876 4876 -3099 6985 0 1777 4876 0 0 0 205 205 0 20 20 0 225 225 0 5500 5500 5725 225 5500 -3948 4651 18519 25899 25899 29665 27746 64192 56743 57378 55981 377 237 237 105304 111260 146309 0 0 X 43781 43781 0 0 61523 67479 105304 111260 105304 111260 105304 -3948 10405 111761 501 111260 FTAI AVIATION LTD CUSIP G3730V105 2017-07-18 2023-12-18 4443 1584 2859 2859 FTAI INFRASTRUCTIRE INC CUSIP 35953C106 2022-08-01 2023-12-18 2503 2503 2503 FTAI INFRASTRUCTIRE INC CUSIP 35953C106 2022-08-01 2023-12-18 8500 -8500 -8500 HEALTHPEAK PTTYS INC S/T CAPITAL GAIN DISTRIBUTION 39 39 39 -3099 65 0 65 0 65 305 0 0 0 305 0 240 240 0 0 0 0 0 0 0 0 0 0 0 0 1 TN 1 0 0 0 0 1 N/A JEAN H LEWIS 9017535348 2537 GERMANTOWN ROAD SOUTH GERMANTOWN TN 38138 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JEAN H LEWIS 2537 GERMANTOWN ROAD SOUTH GERMANTOWN TN 38138 PRESIDENT/TRUSTEE 0.00 0 0 0 PHILIP A LEWIS 1711 HOMESTEAD AVENUE NE ATLANTA GA 30306 SECRETARY/TRUSTEE 0.00 0 0 0 JEFFREY A LEWIS 1447 WILFORD DRIVE NE ATLANTA GA 30319 TREASURER/TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 116346 18191 0 134537 0 0 134537 2018 132519 6626 6626 65 65 6561 0 6561 0 6561 5500 0 5500 6561 0 0 0 5500 0 0 0 5500 0 0 0 0 0 0 0 0 1061 0 0 0 X ROLLENS COLLEGE 1000 HOLT AVE WINTER PARK FL 32789 NONE 501(C)3 INSTITUTION AWARDS SCHOLARSHIP 500 CHRISTIAN BROTHERS HIGH SCHOOL 5900 WALNUT GROVE RD MEMPHIS TN 38120 NONE 501(C)3 INSTITUTION AWARDS SCHOLARSHIP 1000 THE PAIDEIA SCHOOL 1509 PONCE DE LEON AVE ATLANTA GA 30307 NONE 501(C)3 INSTITUTION AWARDS SCHOLARSHIP 500 UNIVERSITY OF MEMPHIS 260 ATHLETIC OFFICE BUILDING MEMPHIS TN 38152 NONE 501(C)3 INSTITUTION AWARDS SCHOLARSHIP 2500 WASHINGTON UNIVERSITY 1 BROOKINGS DRIVE ST LOUIS MO 63130 NONE 501(C)3 INSTITUTION AWARDS SCHOLARSHIP 1000 5500 0 14 4876 18 -3099 0 1777 0 1777 4 TO GENERATE THE NEEDED INCOME TO PROMOTE EDUCATION 8 TO GENERATE THE NEEDED INCOME TO PROMOTE EDUCATION 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 205 205 0 FTAI AVIATION LTD SHS ISIN#KYG3730V1059 8253 23200 HEALTHPEAK PPTYS INC COM 243 6534 VERIZON COMMUNICATIONS INC COM 6023 9199 MID-AMER APT CMNTYS INC COM 2256 13446 SABRA HEALTH CARE REIT INC COM 9388 6407 UNIVERSAL HEALTH RLTY INCOME TR SH BEN INT 1583 5406 AB INCOME FUND ADVISOR CLASS AT COST 13039 10200 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS A AT COST 19019 26564 MONROE CAP CORP COM AT COST 10528 4946 PGIM INCOME BUILDER FUND CLASS A AT COST 14792 14271 FEDERAL TAX OVERPAYMENT 377 237 237 BASIS ADJUSTMENT FOR EQUITIES COST DIFFERENCE 277 OTHER BASIS ADJUSTMENT 224 TENNESSEE SECRETARY OF STATE 20 20 0 BASIS ADJUSTMENT FOR COST OF PUBLICLY TRADED SECURITY - FTAI INFRASTRUCTURE 8500 BASIS ADJUSTMENT FOR BOY CASH BALANCE 915 BASIS ADJUSTMENT - NONDIVIDEND DISTRIBUTIONS 990