2025-12-18T06:42:42-08:00 2025-09-30 V Russell Grunwald CPA PO Box 1522 Brentwood TN 37024 990PF 2024-10-01 626369110 Keith & Nancy Johnson Family Foundation co Jake Embry Merrill Lynch Agent KEIT 6157501066 201 Franklin Road 250 Brentwood TN 37027 Keith Johnson Trustee 6154003489 2025-12-16 true true V Russell Grunwald P00061666 6159693280 X 2024 2025-03-06 01:10:19Z X 13848128 X X 104143 104143 206725 206725 649334 5577157 649334 34393 34393 994595 994595 4137 2482 1655 96510 57906 38604 7131 1067 712 107778 61455 40971 498500 498500 606278 61455 539471 388317 933140 465857 579265 579265 6027950 6260571 9641329 1773975 1658810 1619608 1829110 1989153 2007926 10096892 10487799 13848128 0 X 10096892 10487799 10096892 10487799 10096892 10487799 10096892 388317 2590 10487799 10487799 Various BONY P 2025-09-30 2025-09-30 977549 814223 163326 163326 Various ML 4100 P 2025-09-30 2025-09-30 230000 228598 1402 1402 Various ML 4101 P 2025-09-30 2025-09-30 1536412 1385608 150804 150804 Various ML 4102 P 2025-09-30 2025-09-30 1223286 1059969 163317 163317 Various ML 4103 P 2025-09-30 2025-09-30 1337608 1177329 160279 160279 Various ML 2084 P 2025-09-30 2025-09-30 272302 262096 10206 10206 649334 649334 12971 12971 12971 6477 6477 X 177 6671 0 false false false false false false false true true TN true false false false false true N/A Merrill Lynch Office Agent 6157501066 c/o Jake Embry 201 Franklin Road 25 Brentwood TN 37027 false false false false false false false false false false false false false false false false false false false false false false H Keith Johnson MD 1315 Saxon Drive Nashville TN 37215 Trustee 0.00 0 NONE Merril Lynch 201 Franklin Road Suite 250 Brentwood TN 37027 Investment advisory 68610 BONY Mellon Wealth Mgmt 200 Park Avenue 54th Floor New York NY 10166 Investment advisory 27900 12554646 660609 7420 13222675 0 13222675 198340 13024335 651217 651217 12971 12971 638246 638246 638246 539471 539471 638246 101754 11973 113727 539471 0 539471 98775 98775 14952 0 14952 2979 11973 X See attached listing See attached listing various TN 37027 Not affiliated exempt In an effort to further each listed grantee's purpose 498500 498500 14 104143 14 206725 34393 18 649334 994595 994595 false false false false false false false false false false Accounting prep fees 4137 2482 0 1655 BONY Mellon Wealth Mgmt Fees paid for investment advisory services Merril Lynch Fees paid for investment advisory services Other Investment Income 34393 34393 Non-taxable adjustments to prior year cost basis 2590 Investment advisor fees - Mellon BNY 27900 16740 0 11160 Investment advisor fees - Merrill Lynch 68610 41166 0 27444 Foreign taxes 1779 1067 712 Tax federal 6477 Tax refund - federal 1125