2025-07-14T16:15:54-05:00 2024-12-31 994625061 CRI ADVISORS LLC 3011 ARMORY DRIVE SUITE 300 NASHVILLE TN 37204 990PF 2024-01-01 621682892 CARITAS FOUNDATION C/O EQUITABLE TRUST COMPANY CARI 6153774600 4400 HARDING PIKE STE 310 NASHVILLE TN 37205 CLAY T JACKSON TRUSTEE 6153774600 2025-07-08 1 0 ANN M HAMZA P01275296 6156651811 2025-07-08 2024 2025-03-06 01:10:19Z X 2934104 X 2000 X 62642 62642 130221 664949 130221 34 34 194897 192897 0 0 0 2145 0 2145 3208 401 0 25023 25023 0 30376 25424 2145 105000 105000 135376 25424 107145 59521 167473 175545 183601 183601 2072300 2133173 2749107 11506 1396 1396 2259351 2318170 2934104 0 0 X 0 0 0 0 2259351 2318170 2259351 2318170 2259351 2318170 2259351 59521 0 2318872 702 2318170 PUBLICLY TRADED SECURITIES P 139985 133921 6064 6064 PUBLICLY TRADED SECURITIES P 466791 400807 65984 65984 CAPITAL GAINS DIVIDENDS P 58173 58173 58173 130221 2328 0 2328 0 2328 1400 0 1530 0 2930 0 602 602 0 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 0 0 0 0 1 N/A EQUITABLE TRUST 6154609240 4400 HARDING PIKE SUITE 310 NASHVILLE TN 37205 0 0 0 0 0 0 0 0 1 2023 1 0 0 0 0 0 0 0 0 0 0 0 0 CLAY T JACKSON 5819 HILLSBORO ROAD NASHVILLE TN 37215 TRUSTEE 2.00 0 0 0 CLAY T JACKSON JR 2201 SOUTH BLVD HOUSTON TX 77098 TRUSTEE 2.00 0 0 0 CATHY JACKSON 5819 HILLSBORO ROAD NASHVILLE TN 37215 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 2705660 135141 0 2840801 0 0 2840801 42612 2798189 139909 139909 2328 2328 137581 0 137581 0 137581 107145 0 107145 137581 113173 0 0 107145 107145 0 0 0 0 0 0 0 0 0 0 6028 137581 0 0 0 X CHEEKWOOD 1200 FORREST PARK DRIVE NASHVILLE TN 37205 N/A CHARITABLE ORGANIZAT CHARITABLE PURPOSES 6000 HERITAGE SOCIETY 1100 BAGBY STREET HOUSTON TX 77002 N/A CHARITABLE ORGANIZAT CHARITABLE PURPOSES 5000 MONTGOMERY BELL ACADEMY 4001 HARDING PIKE NASHVILLE TN 37205 N/A NONPROFIT ORGANIZATI GENERAL SUPPORT FOR OPERATIONS 35000 NASHVILLE PUBLIC LIBRARY FOUNDATION 615 CHURCH ST NASHVILLE TN 37219 N/A CHARITABLE ORGANIZAT GENERAL SUPPORT FOR OPERATIONS 10000 ST GEORGE'S EPISCOPAL CHRUCH 4715 HARDING ROAD NASHVILLE TN 37205 N/A RELIGIOUS ORGANIZATI CHARITABLE PURPOSES 5000 ST JOHN'S SCHOOL 2401 CLAREMONT HOUSTON TX 77019 N/A CHARITABLE ORGANIZAT CHARITABLE PURPOSES 5000 STRATFORD HALL 483 GREAT HOUSE ROAD STRATFORD VA 22558 N/A CHARITABLE ORGANIZAT CHARITABLE PURPOSES 4000 THE COMMUNITY FOUNDATION 3833 CLEGHORN AVENUE 400 NASHVILLE TN 37215 N/A CHARITABLE ORGANIZAT CHARITABLE PURPOSES 10000 PENCIL FOUNDATION 7199 COCKRILL BEND BLVD NASHVILLE TN 37209 N/A CHARITABLE ORGANIZAT CHARITABLE PURPOSES 25000 105000 0 14 62642 18 34 18 130221 0 192897 0 192897 0 0 0 0 0 0 0 0 0 0 ACCOUNTING & TAX PREP FEES 2145 0 2145 EQUITIES-STOCKS & MUTUAL FUNDS 2133173 2749107 DIVIDEND RECEIVABLE 11506 1396 1396 PY NONDIVIDEND DISTRIBUTION 702 BROKERAGE ACCOUNT FEES 25023 25023 0 SETTLEMENT INCOME 34 34 34 TAXES-EXCISE TAX 2807 0 0 TAXES - FOREIGN TAXES 401 401 0