2024-03-06T15:18:06-06:00 2023-09-30 621199757 LBMC PC PO BOX 1869 BRENTWOOD TN 370241869 990 2022-10-01 366913023 LIFEWAY CHRISTIAN RESOURCES POST- RETIREMENT BENEFITS TRUST LIFE 6152512000 ONE LIFEWAY PLAZA NASHVILLE TN 37234 CHRISTOPHER S KNIGHT SVP, CLO & CORPORATE SECRETARY 6152512000 2024-03-06 1 CHRISTOPHER KNIGHT 999009999 0 MAYUMI STELLA P00970938 6153774600 2024-03-05 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTOPHER S KNIGHT ONE LIFEWAY PLAZA NASHVILLE TN 37234 10667335 0 X N/A X 1989 TN PROVIDING HEALTH & WELFARE BENEFITS TO THE SPONSORING ORGANIZATION'S RETIREES AND THEIR BENEFICIARIES. 7 4 0 0 0 0 0 0 0 0 1023433 -623840 0 0 1023433 -623840 0 0 1069247 6036000 0 0 0 0 0 176753 156000 1246000 6192000 -222567 -6815840 23235000 17507000 53000 35000 23182000 17472000 PROVIDING HEALTH AND WELFARE BENEFITS FOR MEMBERS 0 0 THE ORGANIZATION PROVIDED HEALTH AND WELFARE BENEFITS TO THE SPONSORING ORGANIZATION'S RETIREES AND THEIR BENEFICIARIES. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 7 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 6152512000 ONE LIFEWAY PLAZA NASHVILLE TN 37234 X JD PERRY TRUSTEE THROUGH JUNE 22 0.00 X 0 0 0 LUTHER MCDANIEL TRUSTEE 0.00 X 0 0 0 GREG KANNADY TRUSTEE 0.00 X 0 0 0 BURT LANDERS TRUSTEE THROUGH JUNE 22 0.00 X 0 0 0 SUSANNE JACKSON DIRECTOR 0.00 X 0 0 0 MIKE WHITE DIRECTOR THROUGH JULY 22 0.00 X 0 0 0 COSSY PACHARES DIRECTOR 0.00 X 0 0 0 MICHAEL DUDUIT TRUSTEE 0.00 X 0 0 0 CALEB IORG TRUSTEE 0.00 X 0 0 0 KRISTEN LANDERS FINANCIAL ANALYST 0.00 X 0 0 0 0 0 0 0 0 0 0 0 944000 944000 9723335 11291175 -1567840 -1567840 -1567840 -623840 0 0 -623840 6036000 24000 82921 16811 VALUATION 16485 CUSTODY 15783 6192000 621000 516000 22350000 16758000 264000 233000 23235000 17507000 53000 35000 53000 35000 X 23182000 17472000 0 0 0 0 23182000 17472000 23235000 17507000 -6815840 1105840 0 X 0 1 X 1 0 0 X 482000 1105840 1105840 -623840 0 -623840 6192000 0 6192000 0 6192000 PART X, LINE 2: THE TRUST FUNDING THE PLANS HAS RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE DATED MAY 25, 1990, STATING THAT THE TRUST IS TAXEXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (THE "IRC") AS A VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION. THE PLANS AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN ITS QUALIFIED STATUS. THE MANAGEMENT OF LIFEWAY BELIEVES THE PLANS ARE BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY OR ASSET IF THE TRUST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE TRUSTEE HAS ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST, AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR ASSET OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TRUST HAS RECOGNIZED NO INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION B, LINE 11B SPONSORING ORGANIZATION'S EXTERNAL CPA FIRM PREPARES FORM 990, THEN REVIEWED BY INVESTMENT AND LEGAL OFFICES BEFORE SUBMITTED. A COPY OF THE FORM IS E-MAILED TO THE GOVERNING MEMBERS/TRUSTEES BEFORE IT WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C LIFEWAY HAS A CHIEF COMPLIANCE OFFICER WITHIN ITS LEGAL DEPARTMENT. A 800# GOES TO THE INDIVIDUAL'S OFFICE FOR ANYONE TO REPORT A VIOLATION. TRUSTEES/DIRECTORS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY, WHICH IS KEPT ON FILE FOR A MINIMUM OF 3 YEARS PER THE COMMITTEE'S DOCUMENTATION RETENTION POLICY. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE FOR INSPECTION AT THE SPONSORING ORGANIZATION'S OFFICE. LIFEWAY CHRISTIAN RESOURCES OF THE SOUTHERN BAPTIST CONVENTION ONE LIFEWAY PLAZA NASHVILLE TN 37234 620505208 RELIGIOUS PUBLICATIONS TN 501(C)(3) LINE 1 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0