2026-06-11T15:53:33-05:00 2025-12-31 621199757 LBMC PC 2095 LAKESIDE CENTRE WAY SUITE 220 KNOXVILLE TN 37922 990PF 2025-01-01 825114045 STOWERS MACHINERY FOUNDATION INC STOW 8652504119 PO BOX 14803 KNOXVILLE TN 37914 HARRY W STOWERS JR PRESIDENT 8652504119 2026-06-09 1 AMANDA P HENSLEY CPA P01524172 8656919000 2026-06-09 2025 2025-03-06 01:10:19Z X 169826 X 403749 1 1 13273 13273 115838 403487 115838 532861 129112 0 0 0 0 0 10340 0 0 0 2587 0 0 0 12927 0 0 0 1040613 1040613 1053540 0 0 1040613 -520679 129112 0 295938 37398 37398 510668 127429 127428 5000 5000 5000 806606 169827 169826 0 0 X 0 0 0 0 806606 169827 806606 169827 806606 169827 806606 -520679 0 285927 116100 169827 VANGUARD UTILITIES ETF D 2025-10-20 2025-10-27 129724 89264 40460 40460 ISHARES CORE MSCI EMERGING ETF D 2025-10-20 2025-10-27 132432 94913 37519 37519 ISHARES MSCI USA VALUE FACTOR ETF D 2025-10-20 2025-10-27 110248 80524 29724 29724 ISHARES CORE MSCI EAFE ETF D 2025-10-20 2025-10-27 31083 22948 8135 8135 115838 1795 0 1795 0 1795 5200 0 0 0 5200 0 3405 3405 0 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 0 1 0 0 1 N/A CLYDE DUNCAN 8655951080 PO BOX 14803 KNOXVILLE TN 37914 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HARRY W STOWERS JR 8733 INLET DRIVE KNOXVILLE TN 37922 PRESIDENT 2.00 0 0 0 ELIZABETH SHALLOW STOWERS 8733 INLET DRIVE KNOXVILLE TN 37922 SECRETARY 0.25 0 0 0 LISA STOWERS ROTTMANN 7347 BELLINGHAM DRIVE KNOXVILLE TN 37919 BOARD MEMBER 0.50 0 0 0 RACHEL STOWERS KINNEY 8704 INLET DRIVE KNOXVILLE TN 37922 BOARD MEMBER 0.25 0 0 0 NONE 0 NONE 0 NOT APPLICABLE 0 0 319768 239875 0 559643 0 0 559643 8395 551248 27562 27562 1795 1795 25767 0 25767 0 25767 1040613 0 1040613 25767 0 0 1245200 1102776 950053 2185082 1546540 7029651 1040613 0 0 0 25767 1014846 0 0 8044497 0 0 0 0 0 0 1245200 6799297 1102776 950053 2185082 1546540 1014846 HARRY W STOWERS JR HARRY W STOWERS JR PO BOX 14803 KNOXVILLE TN 37914 8652504119 N/A N/A N/A AIR FORCE ACADEMY ATHLETIC CORPORATION PO BOX 89 USAFA CO 80840 PC ANNUAL GOLF TOURNAMENT BRIG GEN BUD BACON MEMORIAL 500 ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE FLOOR 17 CHICAGO IL 60601 PC 2025 - MAJOR PLUS SPONSOR 2500 AMERICAN CANCER SOCIETY PO BOX 332047 NASHVILLE TN 37203 PC HOPE GALA 2500 AMERICAN HEART ASSOCIATION 4708 PAPERMILL DRIVE KNOXVILLE TN 37909 PC KNOXVILLE GO RED FOR WOMEN LUNCHEON + KIDS COOK WITH HEART PROGRAM 10000 AMERICAN LEGION POST 2 PO BOX 52668 KNOXVILLE TN 37950 PC ANNUAL GOLF TOURNAMENT 300 ASSOCIATED EQUIPMENT DISTRIBUTORS 650 E ALGONQUIN RD SUITE 305 SCHAUMBURG IL 60173 PC VISION 2025 CAMPAIGN 20000 ASSOCIATED EQUIPMENT DISTRIBUTORS 650 E ALGONQUIN RD SUITE 305 SCHAUMBURG IL 60173 PC AED FOUNDATION ANNUAL CAMPAIGN 6500 BALLAD HEALTH FOUNDATION 1019 W OAKLAND AVE SUITE 2 JOHNSON CITY TN 37604 PC 2025 - NISWONGER RADIOTHON SPONSORSHIP 1000 BLOUNT MEMORIAL FOUNDATION 907 E LAMAR ALEXANDER PKWY MARYVILLE TN 37804 PC THE CLASSIC TEE SPONSOR / CLAYS FOR A CAUSE 308 BOY SCOUTS OF AMERICA 1325 WEST WALNUT HILL LANE IRVING TX 750383008 PC DONATION FOR KIDS PRIME, GIFT OF HOPE, AND GKSHOF 50000 BOYS AND GIRLS CLUB OF GREENEVILLEGREENE PO BOX 1977 GREENEVILLE TN 377441977 PC CELEBRITY AUCTION 2500 BREAKTHROUGH T1D 1850 LEE RD SUITE 132 WINTER PARK FL 32789 PC GENERAL DONATION 3832 CLEAR BRANCH BAPTIST CHURCH 276 CLEAR BRANCH RD FLORENCE MS 39073 PC GENERAL DONATION 1000 COALITION AGAINST HUMAN TRAFFICKING CCAHT 1031 33RD ST DENVER CO 80205 PC GENERAL DONATION 2455 CREEKLAND PERFORMING ARTS BOOSTER 10915 HARDIN VALLEY ROAD KNOXVILLE TN 37932 PC GENERAL DONATION 300 CURE FINDERS 3001 ALCOA HWY KNOXVILLE TN 37920 PC 2025 GOLD SPONSOR 2500 CURE FINDERS 3001 ALCOA HWY KNOXVILLE TN 37920 PC GENERAL DONATION 2100 CURESEARCH FOR CHILDEN'S CANCER 4600 EAST-WEST HWY 600 BETHESDA MD 20814 PC GENERAL DONATION 500 EAST TENN CHILDRENS HOSPITAL PO BOX 15010 KNOXVILLE TN 37901 PC 2025 - ANNUAL DONATION MYP 100000 EAST TENN CHILDRENS HOSPITAL PO BOX 15010 KNOXVILLE TN 37901 PC 2025 - BASS FISHING TOURNAMENT 500 EAST TN COMMUNITY DESIGN CENTER 1300 N BROADWAY KNOXVILLE TN 37917 PC MEMBERSHIP 500 EAST TN HISTORICAL SOCIETY PO BOX 1629 KNOXVILLE TN 37901 PC EAST TENNESSEAN OF THE YEAR TABLE 5000 EAST TN VALLEY CRIME STOPPERS 3410 AMNICOLA HWY CHATTANOOGA TN 37406 PC GENERAL DONATION 1000 EAST TN VETERANS MEMORIAL ASSOCIATION PO BOX 3714 KNOXVILLE TN 37927 PC 2025 - GREEN NOTEBOOK LEADERSHIP BREAKFAST PRESENTING SPONSORSHIP 2500 EMERALD YOUTH FOUNDATION 1014 HEISKELL AVENUE KNOXVILLE TN 37921 PC DONATION 30000 FAMILY INVESTMENT FOUNDATION INC 4827 RUGBY AVE 302 BETHESDA MD 20814 PC GENERAL DONATION 100000 FEED AMERICA FIRST 319 MURFREESBORO ST MURFREESBORO TN 37127 PC GENERAL DONATION 2196 FELLOWSHIP OF CHRISTIAN ATHLETES 502 S GAY ST 401 FIDELITY BLDG KNOXVILLE TN 37902 PC 2025 - NIGHT OF INFLUENCE GOLD 1500 FELLOWSHIP OF CHRISTIAN ATHLETES 502 S GAY ST 401 FIDELITY BLDG KNOXVILLE TN 37902 PC 2025 FLAG SPONSOR 500 FORT SANDERS FOUNDATION COVENANT HEALTH 280 FORT SANDERS WEST BLVD STE 100 KNOXVILLE TN 37922 PC 2025 - PATRICIA NEAL GOLF CLASIC FLIGHT SPONSOR 890 FRIENDS OF THE SMOKIES 3099 WINFIELD DUNN PKWY 2 KODAK TN 37764 PC 2025 - GREENBRIER BARN PARTY SPONSORSHIP 2500 FRIENDS OF THE SMOKIES 3099 WINFIELD DUNN PKWY 2 KODAK TN 37764 PC 2025 - EVERGREEN BALL 2500 FRIENDS OF TN BABIES W SPECIAL NEEDS PO BOX 544 ALCOA TN TN 377010554 PC 2025- JAZZ BABY SWINGING SILVER SPONSOR 1000 GIRL SCOUTS OF THE SOUTHERN APPALACHIANS 1567 DOWNTOWN WEST BLVD KNOXVILLE TN 37919 PC 2025- TREFOIL ANUAL DONATION 2500 GREAT SMOKY MTN COUNCIL PO BOX 51885 KNOXVILLE TN 379501885 PC 2025 - FRIEDNS OF SCOUTING CAMPAIGN, SHOOT FOR SCOUTING, ANNUAL RECOGNISTION BANQUET 50000 GREAT SMOKY MTN COUNCIL PO BOX 51885 KNOXVILLE TN 379501885 PC 2025 - DONATION TO COVER GENERATOR AND LIGHT TOWER RENTAL 3250 HELEN ROSS MCNABB FOUNDATION 201 W SPRINGDALE AVE KNOXVILLE TN 37917 PC 2025 - SPIRIT AWARD DINNER PRESENTING SPONSORSHIP 10000 HELEN ROSS MCNABB FOUNDATION 201 W SPRINGDALE AVE KNOXVILLE TN 37917 PC 2025 - SUNSET SHENANIGANS 1250 HELEN ROSS MCNABB FOUNDATION 201 W SPRINGDALE AVE KNOXVILLE TN 37917 PC 2025 - BOB KESLING AND BERT GOLF TOURNEY 1280 HELEN ROSS MCNABB FOUNDATION 201 W SPRINGDALE AVE KNOXVILLE TN 37917 PC 2025 - PARTIAL PLEDGE PAYMENT 50000 HELEN ROSS MCNABB FOUNDATION 201 W SPRINGDALE AVE KNOXVILLE TN 37917 PC 2025 - DONATION FOR EQUIPMENT RENTAL FOR CHALLENGER 1550 HELEN ROSS MCNABB FOUNDATION 201 W SPRINGDALE AVE KNOXVILLE TN 37917 PC 2025 - GRAND SLAM SPONSOR KNOXVILLE CHALLENGER 10000 HELEN ROSS MCNABB FOUNDATION 201 W SPRINGDALE AVE KNOXVILLE TN 37917 PC 2025 - SCENIC CITY SPORTING CLAYS 1000 HISTORIC TENNESSEE THEATRE FOUNDATION 604 SOUTH GAY STREET KNOXVILLE TN 37902 PC 2025 - SPOTLIGHT CLUB SPONSORSHIP AND YOUTH ARTS ALLIANCE 12000 HOLSTON HOME FOR CHILDREN 404 HOLSTON DRIVE GREENEVILLE TN 37743 PC 2025 - FRIENDS OF CHILDREN KNOXVILLE 2500 HOLSTON MIDDLE SCHOOL PTSA 600 N CHILHOWEE DRIVE KNOXVILLE TN 37924 PC 2025 - ANNUAL DONATION 3500 HOPE RESOURCE CENTER 2700 PAINTER AVE KNOXVILLE TN 37919 PC 2025 - THE HOPE CHALLENGE HOLE SPONSOR 1000 INTER FAITH HEALTH CENTER INC 7005 MIDDLEBROOK PIKE KNOXVILLE TN 37909 PC GENERAL DONATION 100000 JIM HASLAM LEADERSHIP CENTER 1000 VOLUNTEER BLVD KNOXVILLE TN 37916 PC GENERAL DONATION 100000 JUNIOR ACHIEVEMENT OF EAST TN INC 2135 NORTH CHARLES G SEVIERS BLVD CLINTON TN 37716 PC 2025 - HALL OF FAME 5000 JUNIOR ACHIEVEMENT OF EAST TN INC 2135 NORTH CHARLES G SEVIERS BLVD CLINTON TN 37716 PC 2025 - JA BIZ TOWN 15000 KEEP SEVIER BEAUTIFUL PO BOX 6088 SEVIERVILLE TN 37864 PC 2025 - FALL FESTIVAL 1000 KNOX COUNTY PUBLIC SCHOOL LIBRARY 500 WEST CHURCH AVENUE KNOXVILLE TN 37902 PC 2025 - KNOX COUNTY IMAGINATION LIBRARY - GALA 5000 KNOX COUNTY SCHOOLS 912 S GAY STREEET SUITE L-210 KNOXVILLE TN 37902 PC 2025 - DONATION FOR FOOTBALL TEAM - EMPLOYEE ASK SHABAE RAMEY 300 KNOX COUNTY SCHOOLS 912 S GAY STREEET SUITE L-210 KNOXVILLE TN 37902 PC 2025 - KCS ENLISTMENT LUNCHEON GOLD SPONSOR 5000 KNOXVILLE AREA URBAN LEAGUE 1514 E FIFTH AVE KNOXVILLE TN 37917 PC 2025 - EQUAL OPPORTUNITY AWARDS GALA SILVER 2500 KNOXVILLE BOTANICAL GARDEN AND ARBORETUM 2743 WIMPOLE AVE KNOXVILLE TN 37914 PC GENERAL DONATION 1000 KNOXVILLE HABITAT FOR HUMANITY 1501 WASHINGTON AVE KNOXVILLE TN 37917 PC 2025 - CEO BUILD 2000 LADIES OF CHARITY 120 W BAXTER AVENUE KNOXVILLE TN 37917 PC 2025 - GOLF TOURNAMENT 500 LAKESHORE PARK CONSERVANCY 5930 LYONS VIEW PIKE KNOXVILLE TN 37919 PC 2025 - CAPITAL CAMPAIGN PLEDGE 25000 LEADERSHIP KNOXVILLE 17 MARKET SQUARE 201 KNOXVILLE TN 37902 PC 2025 - ARTS & CULTURE IN OUR REGION 5000 LEADERSHIP KNOXVILLE 17 MARKET SQUARE 201 KNOXVILLE TN 37902 PC 2025 - FLAGSHIP PROGRAM, INTRO TO KNOX, LEADERSHIP LUNCHEON 13000 LEGACY PARKS FOUNDATION 900 VOLUNTEER LANDING LANE KNOXVILLE TN 37915 PC 2025 - EAST TENNESSEEE VETERANS PARK 1500 LIFE INTERNATIONAL FELLOWSHIP 860 EAST US-11E JEFFERSON CITY TN 37760 PC GENERAL DONATION 300 LIVING PROMISE LUTHERAN ACADEMY 5075 DEARING RD MORRISTOWN TN 37813 PC GENERAL DONATION 200 MEN OF VALOR 211 JESSAMINE ST KNOXVILLE TN 37917 PC 2025 - GENERAL DONATION 5000 MONROE LIFE BALLOON FESTIVAL PO BOX 24044 KNOXVILLE TN 37933 PC MONROE LIFE BALLOON FESTIVAL SPONSORSHIP 3500 MUSEUM OF APPALACHIA 2819 ANDERSONVILLE HWY CLINTON TN 37716 PC 2025 - ANNUAL DONATION - MUSEUM OF APPALACHIA 5000 NATIONAL OVARIAN CANCER COALITION INC 12221 MERIT DR 1950 DALLAS TX 75251 PC GENERAL DONATION 1000 OLLIE OTTER CHILD SAFETY FOUNDATION 213 5TH AVENUE NORTH NASHVILLE TN 37219 PC 2025 - IN MEMORY OF CECIL COOK 250 PAT SUMMITT FOUNDATION 520 W SUMMITT HILL DRIVE SUITE 1101 KNOXVILLE TN 37902 PC 2025 - SALUTE FOR A CURE VALET SPONSOR 2000 PJ PARKINSON'S SUPPORT GROUP OF BLOUNT CO 12748 KINSTON PIKE STE 204 KNOXVILLE TN 37934 PC 2025 - YEARLY CONTRIBUTION 1500 REAL TALK MENTORING 8630 ABRAHAM LN KNOXVILLE TN 37931 PC 2025 - SILVER SPONSORSHIP DONATION 3000 ROTARY FOUNDATION OF KNOXVILLE PO BOX 166 KNOXVILLE TN 37901 PC 2025 - ANNUAL GALA 5500 SEEED INC 1617 DANDRIDGE AVE KNOXVILLE TN 37915 PC 2025 - INNER CITY WORKFORCE DEVELOPMENT PROGRAM 10000 SENIOR CITIZEN HOME ASSISTANCE SERVICE PO BOX 3025 KNOXVILLE TN 37927 PC 2025 - GALA 2500 SERTOMA CENTER 953 HIGHWAY 107 JONESBOROUGH TN 37659 PC 2025 - DONATION FOR EXPENSES ASSOCIATED WITH A SCISSOR LIFT 2500 SERTOMA CENTER 953 HIGHWAY 107 JONESBOROUGH TN 37659 PC 2025 - FRIENDSHIP DINNER 5000 SHRINE CURCUS FUND PO BOX 2691 KNOXVILLE TN 37901 PC 2025 - ANNUAL CIRCUS 500 SMOKIN' FOR A CAUSE 205 NUTWOOD CIRCLE KNOXVILLE TN 37934 PC 2025 - EAGLE SPONSORSHIP 2500 SOUTHGEORGIA TECHNICAL COLLEGE FOUNDATION 900 S GEORGIA TECH PKWY AMERICUS GA 31709 PC GENERAL DONATION 5542 SPEEDWAY CHILDREN'S CHARITIES 555 CONCORD PARKWAY SOUTH CONCORD NC 28027 PC GENERAL DONATION 6000 ST JUDE'S CHILDRENS RESEAR 501 ST JUDE PLACE MEMPHIS TN 38105 PC 2025 - IN MEMORY OF PATRICIA NICELY 500 STEPHEN SILLER TUNNEL TO TOWERS FOUNDATIO 2361 HYLAN BLVD STATEN ISLAND NY 10306 PC GENERAL DONATION 250 STREET HOPE TN PO BOX 1170 POWELL TN 37849 PC 2025 - HOPE WILL RISE EVENT 2500 SURVIVOR FITNESS FOUNDATION PO BOX 41434 NASHVILLE TN 37204 PC 2025 - FITNESS EVENT / AUGUST DINNER 2500 TENNESSEE FFA FOUNDATION INC PO BOX 5034 COOKEVILLE TN 38505 PC GENERAL DONATION 500 TENNESSEE HOME EDUCATION ASSOCIATION PO BOX 40066 NASHVILLE TN 37204 PC GENERAL DONATION 500 TENNESSEE VALLEY PARTNER IN EDUCATION PIE PO BOX 91 SIGNAL MOUNTAIN TN 37377 PC 2025 - PLATNIUM SPONSORSHIP 10000 THE DR ROBERT F THOMAS FOUNDATION 742 MIDDLE CREEK RD SEVIERVILLE TN 37862 PC GENERAL DONATION 1160 THE EPISCOPAL SCHOOL OF KNOXVILLE 950 EPISCOPAL SCHOOL WAY KNOXVILLE TN 37932 PC 2025 - ANNUAL DONATION, SCHOLARSHIP, AND GALA 21500 THE KINGS ACADEMY 202 SMOTHERS ROAD SEYMOUR TN 37865 PC 2025 - ANNUAL DONATION THE KINGS ACADEMY 5000 THE LORD'S CHILD 8729 CHAPMAN HIGHWAY KNOXVILLE TN 37920 PC 2025 - OPERATION BACKPACK 500 THE RESTORATION HOUSE OF EAST TENNESSEE 2205 VILLAGE PLACE WAY KNOXVILLE TN 37923 PC 2025 - RESTORING HOPE LUNCHEON 3000 THRIVE LONSDALE PO BOX 51611 KNOXVILLE TN 37950 PC 2025 - THRIVE MEN'S GOLF TOURNAMENT CORPORATE 700 TKJ FOUNDATION 3052 CREEKBEND LN KNOXVILLE TN 37931 PC 2025 - DONATION WHITE SPONSOR 1250 UNIVERSITY OF TENNESSEE FOUNDATION INC 1525 UNIVERSITY AVE KNOXVILLE TN 379960650 PC PRODUCTION SPONSORSHIP 10000 UNIVERSITY OF TENNESSEE FOUNDATION INC 1525 UNIVERSITY AVE KNOXVILLE TN 379960650 PC BREAKFAST AND LUNCH SPONSIRSHIP 1500 UNIVERSITY OF TENNESSEE FOUNDATION INC 1525 UNIVERSITY AVE KNOXVILLE TN 379960650 PC 2025 - MULTI YEAR PLEDGE CLARENCE BROWN THEATER CAROUSEL CAPITAL CAMPAIGN 100000 VOICES FOR A SAFER TENNESSEE COALITION 4117 HILLSBORO PIKE 103-320 NASHVILLE TN 37215 PC GENERAL DONATION 3250 VOLUNTEERS OF AMERICAN MID-STATES 570 S 4TH ST LOUISVILLE KY 40202 PC GENERAL DONATION 5000 WIDOWED PARENT RELIEF PROJECT PO BOX 22545 KNOXVILLE TN 37933 PC GENERAL DONATION 1000 WOMEN'S FUND OF EAST TENNESSEE 625 MARKET ST SUITE 1300 KNOXVILLE TN 37902 PC 2025 - ANNUAL LUNCHEON 5000 YOKE PO BOX 3492 KNOXVILLE TN 37927 PC 2025 - YOKE BANQUET EVENT PARTNER 1000 YOUNG LIFE LAKEWAY PO BOX 40 JEFFERSON CITY TN 37760 PC 2025 - LANCE WILD 1000 ZOO KNOXVILLE 3500 KNOXVILLE ZOO DR KNOXVILLE TN 37914 PC ZOOFARI - EXCEPTIONAL ELEPHANT 10200 1040613 0 14 1 14 13273 18 115838 0 129112 0 129112 1 NOT APPLICABLE 0 0 0 0 0 0 0 0 0 0 X X 1 HARRY W STOWERS JR 8733 INLET DRIVE KNOXVILLE TN 37922 403749 X 1 1954 SH ISHARES CORE MSCI EM. ETF 132120 2025-10-20 1 350 SH ISHARES CORE MSCI EAFE ETF 31050 2025-10-20 1 867 SH ISHARES MSCI USA VALUE ETF 110243 2025-10-20 1 654 SH VANGUARD UTILITIES ETF 130336 2025-10-20 ACCOUNTING FEES 10340 0 0 0 BOOK-TAX DIFFERENCE ON SALE OF DONATED SECURITIES 116100 HARRY W STOWERS JR 8733 INLET DRIVE KNOXVILLE TN 37922 FEDERAL TAXES 2587 0 0 0