2024-09-15T16:42:36-05:00 2023-12-31 111986323 MARCUM LLP 401 COMMERCE STREET SUITE 1250 NASHVILLE TN 372192446 990PF 2023-01-01 853951738 SANDFORT FAMILY FOUNDATION SAND 6155875290 836 WINDSTONE BLVD BRENTWOOD TN 37027 GREGORY SANDFORT OFFICER 6155875290 2024-09-11 1 1 CATHY WERTHAN P00070654 6152454000 2024-09-11 2023 2024-08-08 14:25:15Z X 3959537 X 68420 292 292 74502 74502 492649 551286 492649 635863 567443 0 0 0 21240 21240 0 11202 11202 0 26376 26376 0 58818 58818 0 620200 620200 679018 58818 620200 -43155 508625 27464 16750 16750 1943984 1917181 3726652 246651 241013 216135 2218099 2174944 3959537 0 0 X 0 0 0 0 2218099 2174944 2218099 2174944 2218099 2174944 2218099 -43155 0 2174944 0 2174944 BAIRD INCOME 2022-12-31 2023-10-27 514027 54458 459569 459569 FED HRM STR VAL DIV I 2022-12-07 2023-10-27 3500 4179 -679 -679 CAPITAL GAINS DIVIDENDS P 33759 33759 33759 492649 7070 0 7070 0 7070 7600 0 3500 0 11100 X 0 4030 4030 0 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 0 0 0 0 1 N/A GREGORY SANDFORT 6155875290 836 WINDSTONE BLVD BRENTWOOD TN 37027 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GREGORY SANDFORT 836 WINDSTONE BLVD BRENTWOOD TN 37027 OFFICER 0.00 0 0 0 ANITA SANDFORT 836 WINDSTONE BLVD BRENTWOOD TN 37027 OFFICER 0.00 0 0 0 NONE 0 NONE 0 0 3980283 22107 0 4002390 0 0 4002390 60036 3942354 197118 197118 7070 7070 190048 0 190048 0 190048 620200 0 620200 190048 0 0 361293 361293 620200 0 0 0 190048 430152 0 0 791445 0 0 0 0 0 0 0 791445 361293 430152 X BEGIN ANEW OF MIDDLE TN 1111 FOSTER AVE NASHVILLE TN 37210 501(C)(3) TO FURTHER THE OBJECTIVE OF THE CHARITABLE ORGANIZATION 25000 BRIGHTSTONE PO BOX 682966 FRANKLIN TN 37068 501(C)(3) TO FURTHER THE OBJECTIVE OF THE CHARITABLE ORGANIZATION 25000 HIGH HOPES DEVELOPMENT CENTER 301 HIGH HOPES COURT FRANKLIN TN 37064 501(C)(3) TO FURTHER THE OBJECTIVE OF THE CHARITABLE ORGANIZATION 10000 MIRACLE LEAGUE OF COLUMBIA AT MAURY COUNTY PARK 3510 PROMINENCE DRIVE SPRING HILL TN 371742365 501(C)(3) TO FURTHER THE OBJECTIVE OF THE CHARITABLE ORGANIZATION 50000 SADDLE UP 1549 OLD HILLSBORO ROAD FRANKLIN TN 37069 501(C)(3) TO FURTHER THE OBJECTIVE OF THE CHARITABLE ORGANIZATION 15200 ST XAVIER HIGH SCHOOL 1609 POPLAR LEVEL ROAD LOUISVILLE KY 40217 501(C)(3) TO FURTHER THE OBJECTIVE OF THE CHARITABLE ORGANIZATION 50000 TUCKER'S HOUSE PO BOX 682086 FRANKLIN TN 37068 501(C)(3) TO FURTHER THE OBJECTIVE OF THE CHARITABLE ORGANIZATION 100000 UNITED WAY OF GREATER NASHVILLE 250 VENTURE CIRCLE NASHVILLE TN 37228 501(C)(3) TO FURTHER THE OBJECTIVE OF THE CHARITABLE ORGANIZATION 25000 LIPSCOMB UNIVERSITY COLLEGE OF BUSINESS 1 UNIVERSITY PARK DRIVE NASHVILLE TN 37204 501(C)(3) TO FURTHER THE OBJECTIVE OF THE CHARITABLE ORGANIZATION 50000 COMMUNITY FOUNDATION OF MIDDLE TENNESSEE 3421 BELMONT BLVD NASHVILLE TN 37215 501(C)(3) TO FURTHER THE OBJECTIVE OF THE CHARITABLE ORGANIZATION 20000 BEACON COLLEGE 105 EAST MAIN STREET LEESBURG FL 34748 501(C)(3) TO FURTHER THE OBJECTIVE OF THE CHARITABLE ORGANIZATION 250000 620200 0 01 292 14 74502 01 492649 0 567443 0 567443 0 0 0 0 0 0 0 0 0 0 X X 1 SANDFORT CHARITABLE LEAD TRUST 836 WINDSTONE BOULEVARD BRENTWOOD TN 37027 68420 X ACCOUNTANT FEES - CUMBERLAND TRUST 600 600 0 FIDUCIARY FEES - CUMBERLAND TRUST 20640 20640 0 BLACKROCK STRATEGIC MUN OPPTYS INSTL CL 18528 17071 COLUMBIA STRATEGIC MUN INCOME INSTL CL 27619 24226 AMERICAN TAX EXEMPT BOND FUND OF AMERICA CL F3 28128 25810 INVESCO MUN INCOME CL Y 27844 24605 JPMORGAN TAX FREE BOND CL I 27880 24359 NUVEEN ALL AMERICAN MUN BOND CL I 27900 23622 NUVEEN INTERM DURATION MUN BOND CL I 27949 25886 GOLDMAN SACHS DYNAMIC MUN INCOME INSTL CL 27195 25284 BLACKROCK NATIONAL MUN INSTL CL 27970 25272 SECTOR TECHNOLOGY SELECT SECTOR SPDR 129759 199602 ALGER 290075 229066 T ROWE PRICE BLUE CHIP GROWTH CL I 271041 252784 PARNASSUS MID CAP INSTL CL 165482 158917 BLUEROCK TOTAL INCOME PLUS REAL ESTATE 138923 152326 BLACKROCK SHSSX 161006 146345 BLACKROCK BGSIX 146921 129879 INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 129166 144957 FEDERATED HERMES STRATEGIC VALUE DIVIDEND INSTL CL 136843 147026 TRACTOR SUPPLY CO 72247 1867105 JP MORGAN US EQUITY 275718 298645 INVESTMENT EXPENSES - BAIRD 26376 26376 0 FORM 990PF FEDERAL PAYMENT 11181 11181 0 TN SOS FILINGS 21 21 0