2026-07-14T08:35:29-05:00 2025-12-31 621298042 OSBORNE & CO PC 761 OLD HICKORY BLVD STE 201 BRENTWOOD TN 37027 990PF 2025-01-01 621790381 LACKEY FOUNDATION INC LACK 6154564868 PO BOX 1802 SPRING HILL TN 37174 DOUG LACKEY CHAIRMAN 6015274101 2026-07-14 1 DAVID F OSBORNE P00022637 6153700590 2025 2025-03-06 01:10:19Z X 23575 X 0 X 3374 3374 213634 445638 213634 217008 217008 0 0 0 1600 0 0 136 0 0 1736 0 0 457276 457276 459012 0 457276 -242004 217008 32811 23575 23575 3857 25113 0 0 204242 0 0 266023 23575 23575 0 0 X 0 0 0 0 266023 23575 266023 23575 266023 23575 266023 -242004 0 24019 444 23575 ALPHABET INCORPORATED 2025-04-30 133 144 -11 -11 AMERICAN ELEC PWR COMPANY 2025-04-30 924 846 78 78 BLACKROCK INCORPORATED 2025-04-30 383 387 -4 -4 CATEPILLAR INCORPORATED 2025-04-30 673 784 -111 -111 CENTERPOINT ENERGY INC 2025-04-30 1132 926 206 206 CLOROX COMPANY 2025-04-30 343 360 -17 -17 DOMINION ENERGY 2025-04-30 12 12 0 0 HEALTHCARE RLTY TR CLASS A 2025-04-30 4 4 0 0 ISHARES TR RUSSELL 3000 ETF 2025-04-30 203 210 -7 -7 ISHARES TR CORE S&P SCP ETF 2025-04-30 267 301 -34 -34 JOHNSON & JOHNSON 2025-04-30 5 5 0 0 KIMBERLY-CLARK CORP 2025-04-30 572 613 -41 -41 MICROSOFT CORPORATION 2025-04-30 457 491 -34 -34 NEXTERA ENERGY INC 2025-04-30 556 636 -80 -80 PEPSICO INC 2025-04-30 806 967 -161 -161 SPDR S&P 500 ETF 2025-04-30 934 955 -21 -21 SOUTHERN COMPANY 2025-04-30 534 508 26 26 WEC ENERGY GROUP 2025-04-30 4 4 0 0 WALMART INC 2025-04-30 412 342 70 70 ALPHABET INCORPORATED 2025-04-30 28941 13886 15055 15055 AMERICAN ELEC PWR COMPANY 2025-04-30 24634 19187 5447 5447 BLACKROCK INCORPORATED 2025-04-30 17006 8526 8480 8480 CATEPILLAR INCORPORATED 2025-04-30 43115 14554 28561 28561 CENTERPOINT ENERGY INC 2025-04-30 41911 18723 23188 23188 CLOROX COMPANY 2025-04-30 3184 3402 -218 -218 DOMINION ENERGY 2025-04-30 233 328 -95 -95 HEALTHCARE RLTY TR CLASS A 2025-04-30 46 109 -63 -63 ISHARES TR RUSSELL 3000 ETF 2025-04-30 17664 5926 11738 11738 ISHARES TR CORE S&P SCP ETF 2025-04-30 12638 5578 7060 7060 JOHNSON & JOHNSON 2025-04-30 159 160 -1 -1 KIMBERLY-CLARK CORP 2025-04-30 15842 16857 -1015 -1015 MICROSOFT CORPORATION 2025-04-30 60627 9454 51173 51173 NEXTERA ENERGY INC 2025-04-30 19738 15391 4347 4347 PEPSICO INC 2025-04-30 13375 16514 -3139 -3139 PLYMOUTH-CANTON MI CMNTY SCH DIST 2010-09-13 2025-04-30 24778 25097 -319 -319 SPDR S&P 500 ETF 2025-04-30 59671 23693 35978 35978 SOUTHERN COMPANY 2025-04-30 15712 10101 5611 5611 3M COMPANY 2025-04-30 173 109 64 64 WEC ENERGY GROUP 2025-04-30 110 101 9 9 WALMART INC 2025-04-30 37727 15813 21914 21914 213634 3016 0 3016 0 3016 0 0 0 0 0 0 3016 0 0 0 0 0 0 0 0 0 0 0 1 TN 1 0 0 0 1 1 N/A DOUG LACKEY 6154564868 PO BOX 1802 SPRING HILL TN 37174 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CINDY OTT 328 MAURY LANE FLORENCE AL 35631 DIRECTOR 1.00 0 0 0 HARRIET HARPER 1098 NEALCREST CIRCLE SPRING HILL TN 37174 SECRETARY/DIRECTOR 1.00 0 0 0 RON HARPER 1098 NEALCREST CIRCLE SPRING HILL TN 37174 PRESIDENT/DIRECTOR 1.00 0 0 0 DOUGLAS LACKEY PO BOX 1802 SPRING HILL TN 37174 CHAIRMAN/DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 0 137229 36424 0 173653 0 0 173653 2605 171048 8552 8552 3016 3016 5536 0 5536 0 5536 457276 0 457276 5536 3146 0 0 457276 3146 0 0 5536 448594 0 0 448594 0 0 0 0 0 0 0 448594 448594 X MEN OF VALOR 504 VALOR WAY ANTIOCH TN 37013 NONE PC OPERATING SUPPORTOPERATING SUPPORT 5000 21ST DISTRICT RECOVERY CENTER 370 NATCHEZ STREET FRANKLIN TN 37064 NONE PC OPERATING SUPPORT 2500 RAYMOND JAMES CHARITABLE ENDOWMENT FUND 880 CARILLON PARKWAY ST PETERSBURG FL 33716 NONE PC DONOR ADVISED FUND 449776 457276 RAYMOND JAMES CHARITABLE ENDOWMENT FUND 880 CARILLON PARKWAY ST PETERSBURG FL 33716 NONE PC DONOR ADVISED FUND 18975 18975 14 3374 18 213634 0 217008 0 217008 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 1600 0 0 MARKET FLUCTUATION ON TRANSFER TO DONOR ADVISED FUND 444 EXCISE TAX 136 0 0