2025-11-14T12:44:49-05:00 2024-12-31 450491842 BLANKENSHIP CPA GROUP PLLC 101 WINNERS CIRCLE BRENTWOOD TN 370272304 990PF 2024-01-01 621551711 ANNE BRANSFORD WALLACE FOUNDATION ANNE 6153944215 30 OLD CLUB COURT NASHVILLE TN 372151100 ANNE B WALLACE TRUSTEE 6153944215 2025-11-14 true false TODD D STEWART CPA P01651554 6153733771 2025-11-14 2024 2025-03-06 01:10:19Z X 945162 X 4764 X 1453 1453 28119 28119 88432 125285 88432 122768 118004 1260 630 705 369 4700 4700 6665 5069 630 43460 43460 50125 5069 44090 72643 112935 37181 69684 69684 404022 454161 844727 29250 29250 30700 51 51 51 470504 553146 945162 9999 9999 X 470504 543147 470504 543147 470504 553146 470504 72643 543147 543147 100 SHS TAIWAN SEMICONDUCTOR P 2009-05-01 2024-05-17 13198 1072 12126 12126 1 CALL PRUDENTIAL FINCL P 2024-06-24 2024-06-24 105 105 105 75 SS ACCENTURE PLC P 2004-12-06 2024-01-16 25207 2030 23177 23177 1 CALL TAIWAN SEMICONDUCTOR P 2024-01-19 2024-01-22 667 -667 -667 1 CALL ALLSTATE CORP P 2024-10-11 2024-10-15 605 -605 -605 2 CALL UNITED PARCEL SVCE P 2024-07-24 2024-07-25 171 171 171 1 CALL ADVANCED MICRO P 2024-09-23 2024-09-23 850 850 850 1 CALL VALERO ENERGY P 2024-03-13 2024-03-14 311 -311 -311 1 CALL BHP GROUP P 2024-05-20 2024-05-20 185 185 185 1 CALL VALERO ENERGY P 2024-06-24 2024-06-24 335 335 335 2 CALLS BHP GROUP P 2024-05-20 2024-05-20 268 268 268 50 SHS ABBVIE P 2020-03-23 2024-03-15 8332 3273 5059 5059 1 CALL BHP GROUP P 2024-10-11 2024-10-15 31 31 31 50 SHS ABBVIE P 2020-09-29 2024-03-15 8332 4340 3992 3992 1 CALL HOME DEPOT P 2024-01-19 2024-01-22 2486 -2486 -2486 100 SHS ABBVIE P 2022-01-21 2024-03-15 16665 13287 3378 3378 1 CALL HOME DEPOT P 2024-05-20 2024-05-20 594 594 594 26 SHS EMCOR D 2020-05-04 2024-12-02 13214 1540 11674 11674 6 CALLS KRAFT HEINZ P 2024-03-13 2024-03-14 270 270 270 27 SHS EMCOR D 2020-05-05 2024-12-02 13723 1631 12092 12092 1 CALL LYONDELLBASELL P 2024-09-23 2024-09-23 209 209 209 21 SHS EMCOR D 2020-05-06 2024-12-02 10673 1235 9438 9438 1 CALL METLIFE P 2024-03-13 2024-03-14 5 -5 -5 6 SHS EMCOR D 2020-05-07 2024-12-02 3050 360 2690 2690 1 CALL METLIFE P 2024-09-20 2024-09-23 114 114 114 25 SHS ACCENTURE P 2018-12-24 2024-01-16 8402 3383 5019 5019 2 CALLS NEXTERA ENERGY P 2024-09-20 2024-09-23 458 -458 -458 1 CALL PRUDENTIAL FINCL P 2024-03-13 2024-03-14 170 -170 -170 88432 -1570 1570 1570 1570 1100 1100 470 false false false false false false false true true true false false false false true N/A ANNE B WALLACE 6153944215 30 OLD CLUB COURT NASHVILLE TN 37215 false false false false false false false false false false false false false false false false false false false false ANNE B WALLACE 30 OLD CLUB COURT NASHVILLE TN 37215 TRUSTEE 000.00 0 0 0 NONE NONE N/A 69964 859405 4 929373 929373 13941 915432 45772 45772 1570 1570 44202 44202 44202 44090 44090 44202 3909 3885 3170 1711 12675 44090 44090 112 112 12563 0 3797 8766 3885 3170 1711 ANNE B WALLACE X 100 CLUB OF NASHVILLE PO BOX 58706 NASHVILLE TN 37205 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 1500 AMERICAN CANCER SOCIETY PO BOX 3 NASHVILLE TN 37203 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 250 AMERICAN RED CROSS 431 18TH STREET NW WASHINGTON DC 20006 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 1000 NASHVILLE HUMANE ASSOCIATION 213 OCEOLA AVENUE NASHVILLE TN 37209 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 3250 TENNGREEN LAND CONSERVANCY 1213 16TH AVENUE SOUTH NASHVILLE TN 37212 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 1000 100 CLUB OF SUMNER COUNTY PO BOX 1076 HENDERSONVILLE TN 37075 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 250 ALIVE HOSPICE 1718 PATTTERSON STREET NASHVILLE TN 37206 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 250 ALZHEIMERS ASSOCIATION 225 N MICHIGAN AVE CHICAGO IL 60601 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 500 BELCOURT THEATER 2102 BELCOURT AVENUE NASHVILLE TN 37212 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 250 CAMP MERRIE WOODS 100 MERRIE WOODS ROAD SAPPHIRE NC 28774 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 1250 CENTENNIAL PARK CONSERVANCY 2565 PARK PLAZA NASHVILLE TN 37203 NONE 501C3 FOR ACTIVE OF EXEMPT PURPOSE 250 CROSSROADS PETS 707 MONROE STREET NASHVILLE TN 37208 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 250 CUMBERLAND RIVER COMPACT 35 PEABODY STREET 305 NASHVILLE TN 37210 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 500 ENSWORTH SCHOOL 211 ENSWORTH AVENUE NASHVILLE TN 37205 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 250 FRIENDS OF RADNOR LAKE 1160 OTTER CREEK ROAD NASHVILLE TN 37220 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 500 GOLF CLUB OF TN SCHOLARSHIP FUND 1000 GOLF CLUB DRIVE KINGSTON SPRINGS TN 37082 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 250 NASHVILLE ORG FOR ACTION & HOPE PO BOX 331144 NASHVILLE TN 37203 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 500 FRIENDS OF WARNER PARK 50 VAUGHN ROAD NASHVILLE TN 37221 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 250 GOODWILL INDUSTRIES 937 HERMAN STREET NASHVILLE TN 37208 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 1000 GRAND CANYON RIVER GUIDES PO BOX 1934 FLAGSTAFF AZ 86002 NONE 501C3 FOR ACTIVE CONDUCT OF ECEMPT PURPOSE 1000 GREENWAYS FOR NASHVILLE PO BOX 196340 NASHVILLE TN 372196340 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 1000 HARPETH HALL SCHOOL 3801 HOBBS ROAD NASHVILLE TN 37215 NONE PRIV SCHOOL FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 2200 LAND TRUST FOR TN PO BOX 41027 NASHVILLE TN 37204 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 1000 NASHVILLE CITY CEMETERY 1001 4TH AVENUE SOUTH NASHVILLE TN 37210 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 750 LEGAL AID OF EAST TN 311 W WALNUT STREET JOHNSON CITY TN 37604 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 500 NASHVILLE DOLPHINS 95 WHITE BRIDGE RD 209 NASHVILLE TN 37205 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 250 NASHVILLE ENTREPRENEUR CTR 41 PEABODY STREET NASHVILLE TN 37210 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 2260 NASHVILLE POLICE ACTIVITIES LEAGUE 600 MURFREESBORO PIKE NASHVILLE TN 37210 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 500 NEW HOPE GIRLS 4741 BAYCEDAR LANE SARASOTA FL 34241 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 1000 HOLLINS UNIVERSITY PO BOX 9629 ROANOKE VA 24020 NONE UNIVERSITY FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 2500 OZ ARTS 6172 COCKRILL BEND CIRCLE NASHVILLE TN 37209 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 5000 PLANNED PARENTHOOD 2430 POPLAR AVENUE MEMPHIS TN 38112 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 5000 RENEWAL HOUSE 3600 CLARKSVILLE PIKE NASHVILLE TN 37218 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 500 SECOND HARVEST FOOD BANK 331 GREAT CIRCLE ROAD NASHVILLE TN 37228 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 3500 SEXUAL ASSAULT CENTER 101 FRENCH LANDING DRIVE NASHVILLE TN 37228 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 500 ST GEORGE'S EPISCOPAL CHURCH 4715 HARDING ROAD NASHVILLE TN 37205 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 1000 TN RIVERKEEPER PO BOX 2594 DECATUR AL 35602 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 250 THE NATURE CONSERVANCY 2 MARYLAND FARMS 150 BRENTWOOD TN 37027 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 250 VANDERBILIT UNIVERSITY WALLACE FUND 1211 MEDICAL CENTER DRIVE NASHVILLE TN 37212 NONE HOSPITAL FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 1000 YWCA 1608 WOODMONT BLVD NASHVILLE TN 37215 NONE 501C3 FOR ACTIVE CONDUCT OF EXEMPT PURPOSE 250 43460 14 1453 14 28119 18 88432 118004 118004 false false false false false false false false false false ACCOUNTING/TAX PREPARATION 1260 630 CORPORATE BONDS & NOTES 29250 30700 COMMON STOCK & CALL OPTIONS 267720 636020 CLOSED END FUNDS & EXCHANGE TRADED P 30238 34105 MUTUAL FUNDS 131565 152452 FIXED INCOME PREFERRED SECURITIES 24638 22150 INCOME RECEIVABLE 51 51 51 EXPENSES INVESTMENT EXPENSES 4700 4700 FOREIGN TAX 369 369 FEDERAL EXCISE TAX 336