2025-08-05T16:50:32-04:00 2024-12-31 621665764 CURTIS & COMPANY PLC 109 WESTPARK DR STE 400 BRENTWOOD TN 37027 990PF 2024-01-01 832430551 THE CARPENTER FAMILY FOUNDATION CARP 6159443387 4005 NEWMAN PLACE NASHVILLE TN 37204 WILLIAM F CARPENTER III PRESIDENT 2025-06-17 true false MITZI A EVANS P01420410 6153771308 2025-06-17 2024 2025-03-06 01:10:19Z X 18795553 X 497891 107005 107005 270868 263855 1196961 6738965 1196961 2072725 1567821 4034 4034 142346 141228 12076 10383 158456 155645 0 300000 300000 458456 155645 300000 1614269 1412176 15950 21484 21488 448614 344410 344410 472194 482081 6710709 8067262 9615383 2294063 2356302 2362287 5465936 4967149 5969904 14935272 16228801 18795553 0 X 14935272 16228801 14935272 16228801 14935272 16228801 14935272 1614269 16549541 320740 16228801 PUBLICLY TRADED SECURITIES P 6735220 5542004 1193216 1193216 1196961 19629 19629 19629 4875 4875 14754 false false false false false false false true true TN true false true false false true N/A WILLIAM F CARPENTER III 6159443387 4005 NEWMAN PLACE NASHVILLE TN 37204 false false false false false false false false false false false false false false false false false false false false WILLIAM F CARPENTER III 4005 NEWMAN PLACE NASHVILLE TN 37204 PRESIDENT 000.00 0 0 0 NONE NONE N/A 17486733 528794 0 18015527 18015527 270233 17745294 887265 887265 19629 19629 867636 867636 867636 300000 300000 867636 15441 34300 49741 300000 300000 49741 49741 517895 WILLIAM F CARPENTER III X FRIENDS OF SHELBY PO BOX 68499 NASHVILLE TN 37206 PC PARK CONSERVATION 100000 TENNESSEE JUSTICE CENTER 155 LAFAYETTE STREET NASHVILLE TN 37210 PC ADVANCEMENT OF ECON. AND RACIAL JUST 200000 300000 14 107005 14 270868 18 1196961 1574834 1574834 false false false false false false false false false false X X 1 WILLIAM F CARPENTER III 4005 NEWMAN PLACE NASHVILLE TN 37204 497891 X 1 1043 SHARES BROADCOM INC (AVGO) 252145 2024-12-27 1 78 SHARES DECKERS OUTDOORS CORP 16155 2024-12-27 1 535 SHARES ARCHROCK INC (AROC) 13129 2024-12-27 1 1076 TAIWAN MANUFCTRING ADR (TSM 216954 2024-12-27 ACCOUNTING FEES 4034 4034 CORPORATE BONDS 2356302 2362287 CORPORATE STOCK 8067262 9615383 472194 482081 MUTUAL FUNDS/CEF/UIT AT COST 2144914 2199920 HEDGE FUNDS AT COST 2822235 3769984 NET ADJUSTMENT FOR BOOK TO TAX TIMING DIFFERENCE 320740 INVESTMENT MANAGEMENT FEES 141920 140802 INVESTMENT EXPENSES 426 426 FEDERAL INCOME TAX 1693 FOREIGN TAX - MERRILL - 2154 10383 10383