2024-07-02T14:20:49-05:00 2023-12-31 621199757 LBMC PC 2095 LAKESIDE CENTRE WAY SUITE 220 KNOXVILLE TN 37922 990PF 2023-01-01 825114045 STOWERS MACHINERY FOUNDATION INC STOW 8652504119 PO BOX 14803 KNOXVILLE TN 37914 HARRY W STOWERS JR PRESIDENT 8652504119 2024-07-02 1 HARRY STOWERS JR XXX-XX-XXXX 0 AMANDA P HENSLEY CPA P01524172 8656919000 2024-07-02 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 374090 X 2155325 25 25 19959 19959 507526 2164556 507526 2682835 527510 0 0 0 0 0 19615 0 0 0 718 0 0 0 20333 0 0 0 2212344 2212344 2232677 0 0 2212344 450158 527510 0 422228 89669 89669 284421 284421 422228 374090 374090 0 0 X 0 0 0 0 422228 374090 422228 374090 422228 374090 422228 450158 0 872386 498296 374090 ISHARES CORE MSCI EAFE ETF (IEFA) D 2023-03-27 2023-03-29 300119 208014 92105 92105 VANGUARD TOTAL STOCK MARKET ETF (VTI) D 2023-06-05 2023-06-08 590492 448486 142006 142006 VANGUARD MID CAP ETF (VO) D 2023-06-05 2023-06-08 136687 115634 21053 21053 VGRD FTSE ALL WRLD EX USSML CAP ETF (VSS) D 2023-06-05 2023-06-08 94597 68318 26279 26279 SCHWAB US SMALL CAP ETF (SCHA) D 2023-06-05 2023-06-08 433681 347476 86205 86205 ISHARES CORE S&P 500 ETF (IVV) D 2023-06-05 2023-06-08 303426 243351 60075 60075 ISHARES MSCI USA VALUE FACTOR ETF (VLUE) D 2023-12-01 2023-12-06 88248 62506 25742 25742 ISHARES CORE US REIT ETF (USRT) D 2023-12-01 2023-12-06 48330 30094 18236 18236 VANGUARD FTSE EMERGING MARKETS ETF (VWO) D 2023-12-01 2023-12-06 48700 36343 12357 12357 VANGUARD MID CAP ETF (VO) D 2023-12-01 2023-12-06 52443 42162 10281 10281 VANGUARD CONSUMER STAPLES ETF (VDC) D 2023-12-01 2023-12-06 10905 8603 2302 2302 ISHARES CORE MSCI EAFE ETF (IEFA) D 2023-12-01 2023-12-06 56927 46043 10884 10884 CAPITAL GAINS DIVIDENDS P 1 1 1 507526 7332 0 7332 0 7332 4400 0 5000 0 9400 0 2068 2068 0 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 0 1 0 0 1 N/A IVELISSE RIVERA 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 314045 388380 0 702425 0 0 702425 10536 691889 34594 34594 7332 7332 27262 0 27262 0 27262 2212344 0 2212344 27262 0 0 698984 750712 1245200 1102776 950053 4747725 2212344 0 0 0 27262 2185082 0 0 6932807 0 0 0 0 0 0 698984 6233823 750712 1245200 1102776 950053 2185082 HARRY W STOWERS JR HARRY W STOWERS JR PO BOX 14803 KNOXVILLE TN 37914 8652504119 N/A N/A N/A AFA HOLLOWAY CHAPTER #367 9240 HONORS WAY KNOXVILLE TN 37922 PUBLIC CHARITY 2023 - ANNUAL GOLF TOURNAMENT BRIG GEN BUD 500 AIR FORCE ACADEMY ATHLETIC CORPORATION PO BOX 89 USAFA CO 80840 PUBLIC CHARITY 2023 TICKETS FOR TROOPS DONATION 5000 AIR FORCE ACADEMY FOUNDATION (USAFA) 3116 ACADEMY DRIVE SUITE 200 USAFA CO 808404475 PUBLIC CHARITY 2023 - USAFA DONATION 2500 AIR FORCE MUSEUM FOUNDATION 1100 SPAATZ ST WPAFB OH 45433 PUBLIC CHARITY 2023 - UNRESTRICTED DONATION 25000 AIRCRAFT OWNER & PILOT FOUNDATION (AOPA) 421 AVIATION WAY FREDERICK MD 21701 PUBLIC CHARITY 2023 - ANNUAL DONATION 10000 ALLIANCE FOR BETTER NONPROFITS 318 N GAY STREET SUITE 203 KNOXVILLE TN 37917 PUBLIC CHARITY 2023 - MULTI YEAR PLEDGE PAYMENT 10000 ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE FLOOR 17 CHICAGO IL 60601 PUBLIC CHARITY 2023 - DONATION IN MEMORY OF NEVA MOORE 500 ALZHEIMERS TN 5801 KINGSTON PIKE KNOXVILLE TN 37919 PUBLIC CHARITY 2023 - MAJOR PLUS SPONSOR 2500 AMERICAN HEART ASSOCIATION 4708 PAPERMILL DRIVE KNOXVILLE TN 37909 PUBLIC CHARITY 2023 - IN MEMORY OF LAURA LYKE ON BEHALF OF LISA ROTTMANN 1000 AMERICAN HEART ASSOCIATION 4708 PAPERMILL DRIVE KNOXVILLE TN 37909 PUBLIC CHARITY 2023 - QUEEN OF HEARTS CAMPAIGN FOR 2023 5000 AMERICAN HEART ASSOCIATION 4708 PAPERMILL DRIVE KNOXVILLE TN 37909 PUBLIC CHARITY 2023 - KNOXVILLE GO RED FOR WOMEN LUNCHEON + KIDS COOK WITH HEART PROGRAM 10000 ANGELIC MINISTRIES INTERNATIONAL 1218 N CENTRAL ST KNOXVILLE TN 37917 PUBLIC CHARITY 2023 - DONATION REQUEST PER TONY ROBERTS - DONATION FOR REPAIRS 300 ASSOCIATED EQUIPMENT DISTRIBUTORS 650 E ALGONQUIN RD SUITE 305 SCHAUMBURG IL 60173 PUBLIC CHARITY 2023 - VISION 2025 CAMPAIGN 20000 ASSOCIATED EQUIPMENT DISTRIBUTORS 650 E ALGONQUIN RD SUITE 305 SCHAUMBURG IL 60173 PUBLIC CHARITY 2023 - AED FOUNDATION ANNUAL CAMPAIGN 6000 BEREAN BIBLE CHURCH SCHOOL 2329 PROSSER RD KNOXVILLE TN 37914 PUBLIC CHARITY 2023 - LET'S MOVE FUNDRAISER - DONATION (EMPLOYEE ASK: JOE NEWMAN) 250 BIG BROTHERS BIG SISTERS OF EAST TN 318 N GAY ST KNOXVILLE TN 37924 PUBLIC CHARITY 2022 - 55TH ANNIVERSARY CAMPAIGN PLEDGE 2500 BIG BROTHERS BIG SISTERS OF EAST TN 318 N GAY ST KNOXVILLE TN 37924 PUBLIC CHARITY 2022 - BOWL FOR KIDS SAKE - BRONZE 2500 BIG BROTHERS BIG SISTERS OF EAST TN 318 N GAY ST KNOXVILLE TN 37924 PUBLIC CHARITY 2023 - THE BIG NIGHT OUT - PADDLE CALL 1500 BLINDED VETERANS ASSOCIATION PO BOX 90770 WASHINGTON DC 20090 PUBLIC CHARITY 2023 - ONE TIME DONATION - LR 1000 BLOUNT MEMORIAL FOUNDATION 907 E LAMAR ALEXANDER PKWY MARYVILLE TN 37804 PUBLIC CHARITY 2023 - THE CLASSIC TEE SPONSOR / CLAYS FOR A CAUSE 308 BOY SCOUTS OF AMERICA 1325 WEST WALNUT HILL LANE IRVING TX 750383008 PUBLIC CHARITY 2023 - IN MEMORY OF RICHARD E RAY - WES STOWERS REQUEST 500 BOY SCOUTS OF AMERICA 1325 WEST WALNUT HILL LANE IRVING TX 750383008 PUBLIC CHARITY 2023 - DONATION FOR SCISSOR LIFT PURCHASE 9500 BOYS & GIRLS CLUB OF THE SMOKY MTNS PO BOX 5743 SEVIERVILLE TN 37864 PUBLIC CHARITY 2023 - PLAY FORE THE KIDS GOLF TOURNAMENT OWN THE HOLE SPONSORSHIP 2500 BOYS AND GIRLS CLUB 967 IRWIN STREET KNOXVILLE TN 37917 PUBLIC CHARITY 2022 - GIFT OF HOP BREAKFAST - ED ROTTMANN ASK 100 BOYS AND GIRLS CLUB 967 IRWIN STREET KNOXVILLE TN 37917 PUBLIC CHARITY 2023 - PHILLIP FULMER GOLF HOLE SPONSOR 1000 BOYS AND GIRLS CLUB 967 IRWIN STREET KNOXVILLE TN 37917 PUBLIC CHARITY 2023 - DONATION FOR KIDS PRIME, GIFT OF HOPE, AND GKSHOF 50000 BOYS AND GIRLS CLUB OF GREENEVILLEGREENE PO BOX 1977 GREENEVILLE TN 377441977 PUBLIC CHARITY 2023 - CELEBRITY AUCTION **NO, GOODS OR SERVICES ** 2500 BRIDGE REFUGEE SERVICES INC 4420 WHITTLE SPRINGS RD KNOXVILLE TN 37197 PUBLIC CHARITY 2022 - ANNUAL DONATION - BRIDGE REFUGEE SERVICES INC 5000 BRIDGE REFUGEE SERVICES INC 4420 WHITTLE SPRINGS RD KNOXVILLE TN 37197 PUBLIC CHARITY 2023 - ANNUAL DONATION - BRIDGE REFUGEE SERVICES INC 5000 CAMPBELL CO CHILDREN'S CENTER 411 BLUETOP RD SUITE 2 TAZWELL TN 37879 PUBLIC CHARITY 2022 - CLAYS FOR CHILDREN ** NO GOODS RECIEVED 750 CATHOLIC CHARITIES OF EAST TENNESSEE 119 DAMERON AVENUE KNOXVILLE TN 37917 PUBLIC CHARITY 2022 - ANNUAL DONATION - CATHOLIC CHARITIES OF EAST TENNESSEE 15000 CATHOLIC CHARITIES OF EAST TENNESSEE 119 DAMERON AVENUE KNOXVILLE TN 37917 PUBLIC CHARITY 2023 - ANNUAL DONATION - CATHOLIC CHARITIES OF EAST TENNESSEE 15000 CHARLES H COOLIDGE MOH HERITAGE CENTER PO BOX 11467 CHATTANOOGA TN 37401 PUBLIC CHARITY 2023 - ANNUAL DONATION CHARLES H. COOLIDGE MOH HERITAGE CENTER 5000 COMMUNITY FOUNDATION OF HENDERSON COUNTY 401 N MAIN ST STE 300 HENDERSONVILLE NC 28792 PUBLIC CHARITY 2023 - GREAT DAY FUND 1000 CURE FINDERS 3001 ALCOA HWY KNOXVILLE TN 37920 PUBLIC CHARITY 2023 - GOLD SPONSOR 2500 EAST TENN CHILDRENS HOSPITAL PO BOX 15010 KNOXVILLE TN 37901 PUBLIC CHARITY 2023 - IN HONOR OF BENNIE DOTSON 1000 EAST TENN CHILDRENS HOSPITAL PO BOX 15010 KNOXVILLE TN 37901 PUBLIC CHARITY 2022 - BUTTERFLY DASH 5000 EAST TENN CHILDRENS HOSPITAL PO BOX 15010 KNOXVILLE TN 37901 PUBLIC CHARITY 2022 - ADDITIONAL DONATION 10000 EAST TENN CHILDRENS HOSPITAL PO BOX 15010 KNOXVILLE TN 37901 PUBLIC CHARITY 2023 - BASS FISHING TOURNAMENT 500 EAST TENN CHILDRENS HOSPITAL PO BOX 15010 KNOXVILLE TN 37901 PUBLIC CHARITY 2023 - ADDITIONAL DONATION 10000 EAST TENN CHILDRENS HOSPITAL PO BOX 15010 KNOXVILLE TN 37901 PUBLIC CHARITY 2023 - BUTTERFLY DASH 5000 EAST TN COMMUNITY DESIGN CENTER 1300 N BROADWAY KNOXVILLE TN 37917 PUBLIC CHARITY 2023 - EGRET SPONSORSHIP IJAMS NATURE CENTER 500 EAST TN HISTORICAL SOCIETY PO BOX 1629 KNOXVILLE TN 37901 PUBLIC CHARITY 2023 PRODUCTION, APPALACHIA SESSIONS 100000 EAST TN HISTORICAL SOCIETY PO BOX 1629 KNOXVILLE TN 37901 PUBLIC CHARITY 2023 - EAST TENNESSEAN OF THE YEAR TABLE 5000 EAST TN VETERANS MEMORIAL ASSOCIATION PO BOX 3714 KNOXVILLE TN 37927 PUBLIC CHARITY 2023 - MEDAL OF HONOR BANQUET 5000 EAST TN VETERANS MEMORIAL ASSOCIATION PO BOX 3714 KNOXVILLE TN 37927 PUBLIC CHARITY 2023 - CLAY SHOOT NO BENEFITS 3000 EMERALD CHARTER SCHOOLS 1014 HEISKELL AVENUE KNOXVILLE TN 37921 PUBLIC CHARITY 2023 - ANNUAL DONATION EMERALD ACADEMY 15000 EMERALD YOUTH FOUNDATION 1014 HEISKELL AVENUE KNOXVILLE TN 37921 PUBLIC CHARITY 2023 - PRAYER BREAKFAST MAJOR SPONSOR 5000 EMERALD YOUTH FOUNDATION 1014 HEISKELL AVENUE KNOXVILLE TN 37921 PUBLIC CHARITY 2023 - ANNUAL LEGACY DINNER 5000 ENCOMPASS EARLY EDUCATION AND CARE INC PO BOX 1627 GREEN BAY WI 543051627 PUBLIC CHARITY 2023 - IN MEMORY OF CAROL BUSH FROM THE ROTTMANN FAMILY 1000 FELLOWSHIP OF CHRISTIAN ATHLETES 502 S GAY ST 401 FIDELITY BLDG KNOXVILLE TN 37902 PUBLIC CHARITY 2023 - FLAG SPONSOR 500 FELLOWSHIP OF CHRISTIAN ATHLETES 502 S GAY ST 401 FIDELITY BLDG KNOXVILLE TN 37902 PUBLIC CHARITY 2023 - NIGHT OF INFLUENCE GOLD *** NO GOODS OR SERVICES*** 1000 FELLOWSHIP OF CHRISTIAN ATHLETES 502 S GAY ST 401 FIDELITY BLDG KNOXVILLE TN 37902 PUBLIC CHARITY 2023 - NIGHT OF INFLUENCE GOLD *** NO GOODS OR SERVICES*** 500 FORT SANDERS FOUNDATION COVENANT HEALTH 280 FORT SANDERS WEST BLVD STE 100 KNOXVILLE TN 37922 PUBLIC CHARITY 2023 - PATRICIA NEAL GOLF CLASIC FLIGHT SPONSOR ** NO TEAM, JUST A DONATION** 1500 FRIENDS OF THE KNOX COUNTY PUBLIC LIBRARY 500 W CHURCH AVE KNOXVILLE TN 37902 PUBLIC CHARITY 2023 - CLARENCE BROWN FILM FESTIVAL DONATION 5000 FRIENDS OF THE SMOKIES 3099 WINFIELD DUNN PKWY 2 KODAK TN 37764 PUBLIC CHARITY 2023 - EVERGREEN BALL 2500 FRIENDS OF THE SMOKIES 3099 WINFIELD DUNN PKWY 2 KODAK TN 37764 PUBLIC CHARITY 2023 - GREENBRIEER BARN PARTY SPONSORSHIP 2500 FRIENDS OF TN BABIES W SPECIAL NEEDS PO BOX 544 ALCOA TN TN 377010554 PUBLIC CHARITY 2023 - JAZZ BABY SWINGING SILVER SPONSOR 1000 FURMAN UNIVERSITY 3300 POINSETT HWY GREENEVILLE SC 29613 PUBLIC CHARITY 2022 - ANNUAL OPERATING PLEDGE 5000 FURMAN UNIVERSITY 3300 POINSETT HWY GREENEVILLE SC 29613 PUBLIC CHARITY 2023 - ANNUAL OPERATING PLEDGE 5000 GIBBS HIGH SCHOOL 7628 TAZEWELL PIKE CORRYTON TN 37721 PUBLIC CHARITY 2023 - SILVER LEVEL DONATION 400 GIRL SCOUTS OF THE SOUTHERN APPALACHIANS 1567 DOWNTOWN WEST BLVD KNOXVILLE TN 37919 PUBLIC CHARITY 2023 - TREFOIL ANUAL DONATION 2500 GOODWILL INDUSTRIES-KNOXVILLE 5307 KINGSTON PIKE PO BOX 11066 KNOXVILLE TN 37939 PUBLIC CHARITY 2023 - ANNUAL MEETING AND AWARDS BREAKFAST 500 GREAT SMOKY MTN COUNCIL PO BOX 51885 KNOXVILLE TN 379501885 PUBLIC CHARITY 2023 - FRIENDS OF SCOUTING 30000 GREAT SMOKY MTN COUNCIL PO BOX 51885 KNOXVILLE TN 379501885 PUBLIC CHARITY 2023 - WHITNEY M YOUNG 2500 GREAT SMOKY MTN COUNCIL PO BOX 51885 KNOXVILLE TN 379501885 PUBLIC CHARITY 2023 - SEVIER COUNTY DINNER 2500 GREAT SMOKY MTN COUNCIL PO BOX 51885 KNOXVILLE TN 379501885 PUBLIC CHARITY 2023 - SPORTING CLAYS TEAMS 2500 GREAT SMOKY MTN COUNCIL PO BOX 51885 KNOXVILLE TN 379501885 PUBLIC CHARITY 2023 - EAGLE GATHERING SPONSORSHP 1500 GREAT SMOKY MTN COUNCIL PO BOX 51885 KNOXVILLE TN 379501885 PUBLIC CHARITY 2023 - SCOUT REACH EXPANSION 10000 GREAT SMOKY MTN INSTITUTE TREMONT 9275 TREMONT RD TOWNSEND TN 37882 PUBLIC CHARITY 2023 - EVENT DONATION 5000 GREAT SMOKY MTN INSTITUTE TREMONT 9275 TREMONT RD TOWNSEND TN 37882 PUBLIC CHARITY 2023 - KEYSTONE CAMPAIGN 20000 GUARDIANS OF THE GAP 603 PENNLYN AVENUE CUMBERLAND GAP TN 37724 PUBLIC CHARITY 2023 - VISIONARY DONATION - LR REQUEST 500 HELEN ROSS MCNABB FOUNDATION 201 W SPRINGDALE AVE KNOXVILLE TN 37917 PUBLIC CHARITY 2023 - SPIRIT AWARD DINNER 6100 HELEN ROSS MCNABB FOUNDATION 201 W SPRINGDALE AVE KNOXVILLE TN 37917 PUBLIC CHARITY 2023 - BOB KESLING AND BERT GOLF TOURNEY 1280 HELEN ROSS MCNABB FOUNDATION 201 W SPRINGDALE AVE KNOXVILLE TN 37917 PUBLIC CHARITY 2023 - GRAND SLAM SPONSOR FOR KNOXVILLE CHALLENGER 10000 HELEN ROSS MCNABB FOUNDATION 201 W SPRINGDALE AVE KNOXVILLE TN 37917 PUBLIC CHARITY 2023 - RUSSELL BIVEN CLAYFEST 1300 HELEN ROSS MCNABB FOUNDATION 201 W SPRINGDALE AVE KNOXVILLE TN 37917 PUBLIC CHARITY 2023 - MYP FOR MILITARY SVC CAMPAIGN 10000 HELEN ROSS MCNABB FOUNDATION 201 W SPRINGDALE AVE KNOXVILLE TN 37917 PUBLIC CHARITY 2024 - MYP FOR MILITARY SVC CAMPAIGN 10000 HELEN ROSS MCNABB FOUNDATION 201 W SPRINGDALE AVE KNOXVILLE TN 37917 PUBLIC CHARITY 2025 - MYP FOR MILITARY SVC CAMPAIGN 10000 HELEN ROSS MCNABB FOUNDATION 201 W SPRINGDALE AVE KNOXVILLE TN 37917 PUBLIC CHARITY 2026 - MYP FOR MILITARY SVC CAMPAIGN 10000 HELEN ROSS MCNABB FOUNDATION 201 W SPRINGDALE AVE KNOXVILLE TN 37917 PUBLIC CHARITY 2027 - MYP FOR MILITARY SVC CAMPAIGN 10000 HELEN ROSS MCNABB FOUNDATION 201 W SPRINGDALE AVE KNOXVILLE TN 37917 PUBLIC CHARITY 2023 - HELEN ROSS MCNABB - SUNSET SHENANIGANS 1250 HELEN ROSS MCNABB FOUNDATION 201 W SPRINGDALE AVE KNOXVILLE TN 37917 PUBLIC CHARITY 2023 - DONATION FOR GENERATOR FOR KNOXVILLE CHALLENGER 1858 HISTORIC TENNESSEE THEATRE FOUNDATION 604 SOUTH GAY ST KNOXVILLE TN 37902 PUBLIC CHARITY 2022 - SPOTLIGHT CLUB SPONSORSHIP AND YOUTH ARTS ALLIANCE 12000 HISTORIC TENNESSEE THEATRE FOUNDATION 604 SOUTH GAY ST KNOXVILLE TN 37902 PUBLIC CHARITY 2023 - SPOTLIGHT CLUB SPONSORSHIP AND YOUTH ARTS ALLIANCE ** NO BENEFITS** 12000 HOLSTON HOME FOR CHILDREN 404 HOLSTON DRIVE GREENEVILLE TN 37743 PUBLIC CHARITY 2023 - FRIENDS OF CHILDREN KNOXVILLE 2500 HOLSTON MIDDLE SCHOOL PTSA 600 N CHILHOWEE DRIVE KNOXVILLE TN 37924 PUBLIC CHARITY 2023 - ANNUAL DONATION, TEACHER'S LUNCHES 5000 HOPE RESOURCE CENTER 2700 PAINTER AVE KNOXVILLE TN 37919 PUBLIC CHARITY 2023 - THE HOPE CHALLENGE HOLE SPONSOR 1000 HOPE WELL FOUNDATION 312 KNOX RD STE B KNOXVILLE TN 37918 PUBLIC CHARITY 2023 - SEED DONATION 10000 JDRF EAST TENNESSEE 105 WESTPARK DRIVE SUITE 415 BRENTWOOD TN 37027 PUBLIC CHARITY 2023 - PROMISE GALA SPONSOR 5200 JDRF EAST TENNESSEE 105 WESTPARK DRIVE SUITE 415 BRENTWOOD TN 37027 PUBLIC CHARITY 2023 - ONE WALK SPONSOR 2000 JUNIOR ACHIEVEMENT OF EAST TN INC 2135 NORTH CHARLES G SEVIERS BLVD CLINTON TN 37716 PUBLIC CHARITY 2023 - HALL OF FAME 4400 JUNIOR ACHIEVEMENT OF EAST TN INC 2135 NORTH CHARLES G SEVIERS BLVD CLINTON TN 37716 PUBLIC CHARITY 2023 - JA BIZ TOWN 15000 KEEP SEVIER BEAUTIFUL PO BOX 6088 SEVIERVILLE TN 37864 PUBLIC CHARITY 2023 - FALL FESTIVAL 1000 KIDNEY FOUNDATION OF GREATER CHATTANOOGA 931 MCCALLIE AVE CHATTANOOGA TN 37403 PUBLIC CHARITY 2023 - IN MEMORY OF DOYLE RAY MARLER - REQUEST BY WES STOWERS 500 KINGDOM LIFE CHURCH OF KNOXVILLE 6515 MILLERTOWN PIKE KNOXVILLE TN 37924 PUBLIC CHARITY 2023 - GOOD NEIGHBORS COMMUNITY BLOCK PARTY - EMPLOYEE ASK LASHAUNDA SHAW 300 KNOX COUNTY GOVERNMENT ROOM 615 CITY COUNTY BLDG KNOXVILLE TN 37902 PUBLIC CHARITY 2022 - SCHOOL MANIA SPONSORSHIP 500 KNOX COUNTY GOVERNMENT ROOM 615 CITY COUNTY BLDG KNOXVILLE TN 37902 PUBLIC CHARITY 2023 - SCHOOL MANIA SPONSORSHIP 500 KNOX COUNTY PUBLIC SCHOOL LIBRARY 500 WEST CHURCH AVENUE KNOXVILLE TN 37902 PUBLIC CHARITY 2023 - KNOX COUNTY IMAGINATION LIBRARY - GALA 5000 KNOX EDUCATION FOUNDATION 912 S GAY STREEET SUITE L-210 KNOXVILLE TN 37902 PUBLIC CHARITY 2022 - MULTI YEAR PLEDGE PAYMENT (GREAT SCHOOLS PARTNERSHIP) 10000 KNOX EDUCATION FOUNDATION 912 S GAY STREEET SUITE L-210 KNOXVILLE TN 37902 PUBLIC CHARITY 2023 - MULTI YEAR PLEDGE PAYMENT (GREAT SCHOOLS PARTNERSHIP) 10000 KNOXVILLE AREA URBAN LEAGUE 1514 E FIFTH AVE KNOXVILLE TN 37917 PUBLIC CHARITY 2023 - PHYLIS YOUNG NICHOLS SCHOLARSHIP FUND 10000 KNOXVILLE AREA URBAN LEAGUE 1514 E FIFTH AVE KNOXVILLE TN 37917 PUBLIC CHARITY 2023 - LUNCHEON SPONSORSHIP 5000 KNOXVILLE AREA URBAN LEAGUE 1514 E FIFTH AVE KNOXVILLE TN 37917 PUBLIC CHARITY 2023 - EQUAL OPPORTUNITY AWARDS GALA SILVER 2500 KNOXVILLE HABITAT FOR HUMANITY 1501 WASHINGTON AVE KNOXVILLE TN 37917 PUBLIC CHARITY 2023 - CEO BUILD 2000 KNOXVILLE HABITAT FOR HUMANITY 1501 WASHINGTON AVE KNOXVILLE TN 37917 PUBLIC CHARITY 2023 - GENERAL DONATION 20000 KNOXVILLE MONTESSORI SCHOOL 4311 KINGSTON PIKE KNOXVILLE TN 37919 PUBLIC CHARITY 2023 - GENERAL DONATION 750 KNOXVILLE SYMPHONY ORCHESTRA PO BOX 360 KNOXVILLE TN 379010360 PUBLIC CHARITY 2022 - CORPORATE DONOR 1000 KNOXVILLE SYMPHONY ORCHESTRA PO BOX 360 KNOXVILLE TN 379010360 PUBLIC CHARITY 2023 - CORPORATE DONOR 1000 KNOXVILLE SYMPHONY ORCHESTRA PO BOX 360 KNOXVILLE TN 379010360 PUBLIC CHARITY 2023 - YOUNG PEOPLE'S CONCERT 2500 LADIES OF CHARITY 120 W BAXTER AVENUE KNOXVILLE TN 37917 PUBLIC CHARITY 2023 - GOLF TOURNAMENT 500 LAKESHORE PARK CONSERVANCY 5930 LYONS VIEW PIKE KNOXVILLE TN 37919 PUBLIC CHARITY 2023 - CAPITAL CAMPAIGN PLEDGE 25000 LEADERSHIP KNOXVILLE 17 MARKET SQUARE 201 KNOXVILLE TN 37902 PUBLIC CHARITY 2023 - MAYORS LUCHEON, CLASS SESSION, INTRO TO KNOX 16800 LEADERSHIP KNOXVILLE 17 MARKET SQUARE 201 KNOXVILLE TN 37902 PUBLIC CHARITY 2023 - ARTS & CULTURE IN OUR REGION 5000 LEGACY PARKS FOUNDATION 900 VOLUNTEER LANDING LANE KNOXVILLE TN 37915 PUBLIC CHARITY 2022 - EAST TENNESSEEE VETERANS PARK 25000 LEGACY PARKS FOUNDATION 900 VOLUNTEER LANDING LANE KNOXVILLE TN 37915 PUBLIC CHARITY 2023 - EAST TENNESSEEE VETERANS PARK 25000 MEN OF VALOR 211 JESSAMINE ST KNOXVILLE TN 37917 PUBLIC CHARITY 2022 - GENERAL DONATION 5000 MEN OF VALOR 211 JESSAMINE ST KNOXVILLE TN 37917 PUBLIC CHARITY 2023 - GENERAL DONATION 5000 METHODIST MEDICAL CENTER FOUNDATION 990 OAK RIDGE TURNPIKE OAK RIDGE TN 37830 PUBLIC CHARITY 2023 -ACORN CLASSIC SILVER SPONSOR 1500 MISSION OF HOPE PO BOX 51824 KNOXVILLE TN 37950 PUBLIC CHARITY 2023 - SCHOLARSHIP 2500 MORRISTOWN-HAMBLEN HOSPITAL FOUNDATION 908 WEST FOURTH NORTH ST MORRISTOWN TN 37816 PUBLIC CHARITY 2023 - ANNUAL GALA WILL NOT BE ATTENDING 800 MUSEUM OF APPALACHIA 2819 ANDERSONVILLE HWY CLINTON TN 37716 PUBLIC CHARITY 2022 - ANNUAL DONATION - MUSEUM OF APPALACHIA 1000 MUSEUM OF APPALACHIA 2819 ANDERSONVILLE HWY CLINTON TN 37716 PUBLIC CHARITY 2023 - ANNUAL DONATION - MUSEUM OF APPALACHIA 1000 NATIONAL LEGAL AND POLICY CENTER 107 PARK WASHINGTON COURT FALLS CHURCH VA 22046 PUBLIC CHARITY 2023 - DONATION REQUEST BY WES STOWERS 500 NATIONAL WILD TURKEY FEDERATION 770 AUGUSTA ROAD EDGEFIELD SC 29824 PUBLIC CHARITY 2023 - JAKE'S DAY - LARRY BORLAND ASK 250 NEW LIFE FOUNDATION PO BOX 159 BURNS TN 37029 PUBLIC CHARITY 2023 - GENERAL DONATION 2500 NORTHSIDE NEIGHBORHOOD HOUSE PO BOX 4086 CHATTANOOGA TN 37405 PUBLIC CHARITY 2023 - 100 YEAR ANNIVERSARY CELEBRATION 1000 OLLIE OTTER CHILD SAFETY FOUNDATION 213 5TH AVENUE NORTH NASHVILLE TN 37219 PUBLIC CHARITY 2023 - IN MEMORY OF CECIL COOK 500 OLLIE OTTER CHILD SAFETY FOUNDATION 213 5TH AVENUE NORTH NASHVILLE TN 37219 PUBLIC CHARITY 2023 - YEARLY DONATION OLLIE OTTER CHILD SAFETY FOUNDATION 1000 PAT SUMMITT FOUNDATION 520 W SUMMITT HILL DRIVE SUITE 1101 KNOXVILLE TN 37902 PUBLIC CHARITY 2023 - SALUTE FOR A CURE VALET SPONSOR 2000 PEACE OF MIND AT HOME 409 HIDDENBROOK LANE MARYVILLE TN 37804 PUBLIC CHARITY 2023 - GENERAL DONATION - EMPLOYEE ASK SHELLY MCGINNIS 300 PELLISSIPPI STATE FOUNDATION 10915 HARDIN VALLEY RD PO BOX 22990 KNOXVILLE TN 379330990 PUBLIC CHARITY 2023 - BILL HASLAM CENTER FOR MATH & SCIENCE MULTI YEAR PLEDGE 20000 PJ PARKINSON'S SUPPORT GROUP OF BLOUNT CO 12748 KINSTON PIKE STE 204 KNOXVILLE TN 37934 PUBLIC CHARITY 2022 - YEARLY CONTRIBUTION 1500 PJ PARKINSON'S SUPPORT GROUP OF BLOUNT CO 12748 KINSTON PIKE STE 204 KNOXVILLE TN 37934 PUBLIC CHARITY 2023 - YEARLY CONTRIBUTION 1500 POLICE UNITY TOUR INC PO BOX 528 FLORHAM PARK NJ 07932 PUBLIC CHARITY 2023 - POLICE SPONSORSHIP 500 POWELL YOUTH FOOTBALL COMMISSION 105 SNOOKY LANE POWELL TN 37849 PUBLIC CHARITY 2023 - DONATION EMPLOYEE ASK HEATHER STANFILL 300 PROVISION CARES FOUNDATION INC 2095 LAKESIDE CENTRE WAY SUITE 101 KNOXVILLE TN 37922 PUBLIC CHARITY 2023 - BILL WILLIAMSON PAR SPONSOR *** NO BENEFITS *** 750 RANDOM ACT OF FLOWERS 3500 WORKMAN RD STE 101A KNOXVILLE TN 37921 PUBLIC CHARITY 2023 - ANNUAL DONATION 1000 REAL TALK MENTORING 8630 ABRAHAM LN KNOXVILLE TN 37931 PUBLIC CHARITY 2023 - SILVER SPONSORSHIP DONATION 1500 ROANE STATE COMMUNITY COLLEGE 276 PATTON LANE HARRIMAN TN 37748 PUBLIC CHARITY 2023 - GENERAL DONATION 100000 ROTARY FOUNDATION OF KNOXVILLE PO BOX 166 KNOXVILLE TN 37901 PUBLIC CHARITY 2023 - ANNUAL GALA 5000 ROTARY FOUNDATION OF KNOXVILLE PO BOX 166 KNOXVILLE TN 37901 PUBLIC CHARITY 2023 - ANNUAL GALA 500 SACRED HEART CATHEDRAL 711 S NORTHSHORE DR KNOXVILLE TN 37919 PUBLIC CHARITY 2023 - HOME CAMPAIGN 100000 SACRED HEART CATHEDRAL 711 S NORTHSHORE DR KNOXVILLE TN 37919 PUBLIC CHARITY 2024 - HOME CAMPAIGN 100000 SEEED INC 1617 DANDRIDGE AVE KNOXVILLE TN 37915 PUBLIC CHARITY 2023 - INNER CITY WORKFORCE DEVELOPMENT PROGRAM 10000 SENIOR CITIZEN HOME ASSISTANCE SERVICE PO BOX 3025 KNOXVILLE TN 37927 PUBLIC CHARITY 2022 - GALA 2500 SENIOR CITIZEN HOME ASSISTANCE SERVICE PO BOX 3025 KNOXVILLE TN 37927 PUBLIC CHARITY 2023 - GALA 2500 SENIOR CITIZEN HOME ASSISTANCE SERVICE PO BOX 3025 KNOXVILLE TN 37927 PUBLIC CHARITY 2023 - ANNUAL KNOXVILLE AWARD HONORING SHARON J PRYSE 2500 SERTOMA CENTER 953 HIGHWAY 107 JONESBOROUGH TN 37659 PUBLIC CHARITY 2022 - FRIENDSHIP DINNER 2500 SERTOMA CENTER 953 HIGHWAY 107 JONESBOROUGH TN 37659 PUBLIC CHARITY 2023 - JIMMY HYAMS GOLF CHALLENGE 350 SERTOMA CENTER 953 HIGHWAY 107 JONESBOROUGH TN 37659 PUBLIC CHARITY 2023 - FRIENDSHIP DINNER 2500 SERTOMA CENTER 953 HIGHWAY 107 JONESBOROUGH TN 37659 PUBLIC CHARITY 2023 - DONATION FOR EXPENSES ASSOCIATED WITH A SCISSOR LIFT 1118 SGT YORK CENTER FOR PEACE AND VALOR PO BOX 100 PALL MALL TN 38577 PUBLIC CHARITY 2022 - ANNUAL DONATION - SGT YORK CENTER FOR PEACE AND VALOR 5000 SGT YORK CENTER FOR PEACE AND VALOR PO BOX 100 PALL MALL TN 38577 PUBLIC CHARITY 2023 - ANNUAL DONATION - SGT YORK CENTER FOR PEACE AND VALOR 5000 SHRINE CURCUS FUND PO BOX 2691 KNOXVILLE TN 37901 PUBLIC CHARITY 2023 - ANNUAL CIRCUS 500 SMOKIN' FOR A CAUSE 205 NUTWOOD CIRCLE KNOXVILLE TN 37934 PUBLIC CHARITY 2023 - EAGLE SPONSORSHIP 1250 ST JUDE'S CHILDRENS RESEAR 501 ST JUDE PLACE MEMPHIS TN 38105 PUBLIC CHARITY 2023 - IN MEMORY OF PATRICIA NICELY 500 ST JUDE'S CHILDRENS RESEAR 501 ST JUDE PLACE MEMPHIS TN 38105 PUBLIC CHARITY 2023 - DONATION IN MEMORY OF MARTY EDWARDS 500 STREET HOPE TN PO BOX 1170 POWELL TN 37849 PUBLIC CHARITY 2023 - HOPE WILL RISE EVENT 2500 SURVIVOR FITNESS FOUNDATION PO BOX 41434 NASHVILLE TN 37204 PUBLIC CHARITY 2022 - FITNESS EVENT / AUGUST DINNER 2500 SWIDER'S CHRISTMAS CLASSIC 813 CLOVER FIELDS LN KNOXVILLE TN 37932 PUBLIC CHARITY 2023 - DONATION EMPLOYEE ASK CHASE ANTONINI 300 TAILGATING AGAINST CANCER 995 SOUTHWICK DR ALCOA TN 37701 PUBLIC CHARITY 2023 - HOLE SPONSORSHIP - KIRK JOHNSON ASK - DL APPROVED 250 TENNESSEE BREAST CANCER COALITION 106 MISSION COURT STE 602 FRANKLIN TN 37067 PUBLIC CHARITY 2022 - IN HONOR OF SUSAN SMITH 700 TENNESSEE FINANCIAL LITERACY COMMISSION PO BOX 198782 NASHVILLE TN 37219 PUBLIC CHARITY 2023 - ANNUAL DONATION 10000 TENNESSEE KIDS BELONG 1229 LAKEVIEW DR FRANKLIN TN 37067 PUBLIC CHARITY 2023 - CONTRIBUTION 15000 THE AMERICAN RED CROSS OF E TN 6921 MIDDLEBROOK PIKE KNOXVILLE TN 37909 PUBLIC CHARITY 2022 - ANNUAL DONATION - AMERICAN RED CROSS 5000 THE AMERICAN RED CROSS OF E TN 6921 MIDDLEBROOK PIKE KNOXVILLE TN 37909 PUBLIC CHARITY 2023 - ANNUAL DONATION - AMERICAN RED CROSS 5000 THE DREAM CONNECTION 2630 ANN BAKER FURROW BLVD KNOXVILLE TN 37916 PUBLIC CHARITY 2023 - BJ PRICE DREAM MAKER FUNDRAISER 6000 THE EPISCOPAL SCHOOL OF KNOXVILLE 950 EPISCOPAL SCHOOL WAY KNOXVILLE TN 37932 PUBLIC CHARITY 2022 - ANNUAL DONATION - THE EPISCOPAL SCHOOL OF KNOXVILLE 17000 THE EPISCOPAL SCHOOL OF KNOXVILLE 950 EPISCOPAL SCHOOL WAY KNOXVILLE TN 37932 PUBLIC CHARITY 2023 - CROSS GARDEN IN MEMORY OF SARAH STOWERS 19930 THE EPISCOPAL SCHOOL OF KNOXVILLE 950 EPISCOPAL SCHOOL WAY KNOXVILLE TN 37932 PUBLIC CHARITY 2023 - PADDLE RAISE DONATION - LR ASK 1000 THE EPISCOPAL SCHOOL OF KNOXVILLE 950 EPISCOPAL SCHOOL WAY KNOXVILLE TN 37932 PUBLIC CHARITY 2023 - ANNUAL SAINTS' GALA 1000 THE EPISCOPAL SCHOOL OF KNOXVILLE 950 EPISCOPAL SCHOOL WAY KNOXVILLE TN 37932 PUBLIC CHARITY 2023 - ANNUAL DONATION - THE EPISCOPAL SCHOOL OF KNOXVILLE 17000 THE FOUNDATION FOR THE COLLEGE SYSTEM OF TENNESSEE 1 BRIDGESTONE PARK THIRD FL NASHVILLE TN 372142428 PUBLIC CHARITY 2023 - EDUCATION CHAMPION 5000 THE HERITAGE FOUNDATION 214 MASSACHUSETTS AVENUE NE WASHINGTON DC 200777315 PUBLIC CHARITY 2023 - ANNUAL DONATION - THE HERITAGE FOUNDATION 500 THE KINGS ACADEMY 202 SMOTHERS ROAD SEYMOUR TN 37865 PUBLIC CHARITY 2023 - ANNUAL DONATION THE KINGS ACADEMY 2000 THE KINGS ACADEMY 202 SMOTHERS ROAD SEYMOUR TN 37865 PUBLIC CHARITY 2023 - ANNUAL DONATION THE KINGS ACADEMY 3000 THE LORD'S CHILD 8729 CHAPMAN HIGHWAY KNOXVILLE TN 37920 PUBLIC CHARITY 2023 - OPERATION BACKPACK 500 THE RESTORATION HOUSE OF EAST TENNESSEE 2205 VILLAGE PLACE WAY KNOXVILLE TN 37923 PUBLIC CHARITY 2023 - RESTORING HOPE LUNCHEON 3000 THRIVE LONSDALE PO BOX 51611 KNOXVILLE TN 37950 PUBLIC CHARITY 2022 - ANNUAL DONATION - THRIVE LONSDALE 5000 THRIVE LONSDALE PO BOX 51611 KNOXVILLE TN 37950 PUBLIC CHARITY 2023 - THRIVE MEN'S GOLF TOURNAMENT CORPORATE 700 THRIVE LONSDALE PO BOX 51611 KNOXVILLE TN 37950 PUBLIC CHARITY 2023 - ANNUAL DONATION - THRIVE LONSDALE 5000 TUNISON FOUNDATION INC 3 JULIANO DRIVE OXFORD CT 06478 PUBLIC CHARITY 2023 - SIGNATURE FLIGHT LEG PARTNER LEVEL 10000 UNIVERSITY OF KENTUCKY PHILANTHROPY 210 MALABU DR STE 200 LEXINGTON KY 40502 PUBLIC CHARITY 2022 - DEAN'S DISCRETIONARY FUND 3000 UNIVERSITY OF KENTUCKY PHILANTHROPY 210 MALABU DR STE 200 LEXINGTON KY 40502 PUBLIC CHARITY 2023 - DEAN'S DISCRETIONARY FUND 3000 UNIVERSITY OF TENNESSEE FOUNDATION INC 1525 UNIVERSITY AVE KNOXVILLE TN 379960650 PUBLIC CHARITY 2022 - MULTI YEAR PLEDGE CLARENCE BROWN THEATER CAROUSEL CAPITAL CAMPAIGN 100000 UNIVERSITY OF TENNESSEE FOUNDATION INC 1525 UNIVERSITY AVE KNOXVILLE TN 379960650 PUBLIC CHARITY 2023 - MULTI YEAR PLEDGE CLARENCE BROWN THEATER CAROUSEL CAPITAL CAMPAIGN 100000 UNIVERSITY OF TENNESSEE FOUNDATION INC 1525 UNIVERSITY AVE KNOXVILLE TN 379960650 PUBLIC CHARITY 2023 - CONSORTIUM FOR LINEAR CONSTRUCTION GENERAL DONATION 5000 UNIVERSITY OF TENNESSEE FOUNDATION INC 1525 UNIVERSITY AVE KNOXVILLE TN 379960650 PUBLIC CHARITY 2023 - CONSTRUCTION SCIENCE RECEPTION SPONSORSHIP 1000 UT MEDICAL CTR 2121 MEDICAL CENTER WAY STE 110 KNOXVILLE TN 37920 PUBLIC CHARITY 2022 - EVENING IN ORANGE 5000 UT MEDICAL CTR 2121 MEDICAL CENTER WAY STE 110 KNOXVILLE TN 37920 PUBLIC CHARITY 2022 - BO MATHERLY GIFT FUND 1000 UT MEDICAL CTR 2121 MEDICAL CENTER WAY STE 110 KNOXVILLE TN 37920 PUBLIC CHARITY 2023 - EMERGENCY CENTER CAPITAL CAMPAIGN 500000 UT MEDICAL CTR 2121 MEDICAL CENTER WAY STE 110 KNOXVILLE TN 37920 PUBLIC CHARITY 2023 - BO MATHERLY GIFT FUND 1000 UT MEDICAL CTR 2121 MEDICAL CENTER WAY STE 110 KNOXVILLE TN 37920 PUBLIC CHARITY 2023 - EVENING IN ORANGE ** NO GOODS OR SERVICES** 5000 VANDERBILT UNIVERSITY PMB 407727 NASHVILLE TN 37240 PUBLIC CHARITY 2022 - VANDERBILT UNIVERSITY OWEN GRADUATE SCHOOL OF MANAGEMENT 2500 VANDERBILT UNIVERSITY PMB 407727 NASHVILLE TN 37240 PUBLIC CHARITY 2023 - VANDERBILT UNIVERSITY OWEN GRADUATE SCHOOL OF MANAGEMENT 2500 VETERANS AIRLIFT COMMAND 5775 WAYZATA BLVD SUITE 700 ST LOUIS PARK MN 55422 PUBLIC CHARITY 2023 - ANNUAL DONATION VETERANS AIRLIFT COMMAND 2500 VETERANS AIRLIFT COMMAND 5775 WAYZATA BLVD SUITE 700 ST LOUIS PARK MN 55422 PUBLIC CHARITY 2023 - ANNUAL DONATION VETERANS AIRLIFT COMMAND 2500 WEBB SCHOOL OF KNOXVILLE 9800 WEBB SCHOOL LANE KNOXVILLE TN 37923 PUBLIC CHARITY 2023 - DONATION FOR SKID STEER 15500 WEST PARK BAPTIST CHURCH 8833 MIDDLEBROOK PIKE KNOXVILLE TN 37923 PUBLIC CHARITY 2023 - IN MEMORY OF BETTY JANE UNDERWOOD BOALS - WES STOWERS REQUEST 500 WOMEN'S BASKETBALL HALL OF FAME 700 HALL OF FAME DRIVE KNOXVILLE TN 37915 PUBLIC CHARITY 2023 - INDUCTION 1000 WOMEN'S FUND OF EAST TENNESSEE 625 MARKET ST SUITE 1300 KNOXVILLE TN 37902 PUBLIC CHARITY 2022 - ANNUAL LUNCHEON 5000 WOMEN'S FUND OF EAST TENNESSEE 625 MARKET ST SUITE 1300 KNOXVILLE TN 37902 PUBLIC CHARITY 2023 - ANNUAL LUNCHEON 5000 YMCA OF EAST TN 616 JESSAMINE STREET KNOXVILLE TN 37917 PUBLIC CHARITY 2023 - ANNUAL DONATION - YMCA OF EAST TN 2500 YOKE PO BOX 3492 KNOXVILLE TN 37927 PUBLIC CHARITY 2023 - YOKE BANQUET EVENT PARTNER 1000 YOUNG LIFE LAKEWAY PO BOX 40 JEFFERSON CITY TN 37760 PUBLIC CHARITY 2023 - DONATION SPONSORSHIP OF DENNIS HIGDON 1000 YOUNG LIFE LAKEWAY PO BOX 40 JEFFERSON CITY TN 37760 PUBLIC CHARITY 2023 - LANCE WILD 1000 ZOO KNOXVILLE 3500 KNOXVILLE ZOO DR KNOXVILLE TN 37914 PUBLIC CHARITY 2023 - ZOOFARI EXCEPTIONAL ELEPHANT 8000 ZOO KNOXVILLE 3500 KNOXVILLE ZOO DR KNOXVILLE TN 37914 PUBLIC CHARITY 2023 - ENCHANTED FOREST CAMPAIGN 100000 2212344 0 14 25 14 19959 18 507526 0 527510 0 527510 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 2155325 X 1 4620 SHS ISHARES CORE MSCI EAFE ETF 299468 2023-03-27 1 2783 SHS VANGUARD TOTAL STOCK MARKET ETF 585585 2023-06-05 1 650 SHS VANGUARD MID CAP ETF 136243 2023-06-05 1 864 SHS VGRD FTSE ALL WRLD EX USSML CAP ETF 94906 2023-06-05 1 10294 SHS SCHWAB US SMALL CAP ETF 430598 2023-06-05 1 708 SHS ISHARES CORE S&P 500 ETF 304394 2023-06-05 1 926 SHS ISHARES MSCI USA VALUE FACTOR ETF 87914 2023-12-01 1 937 SHS ISHARES CORE US REIT ETF 47295 2023-12-01 1 1205 SHS VANGUARD FTSE EMERGING MARKETS ETF 48881 2023-12-01 1 237 SHS VANGUARD MID CAP ETF 52103 2023-12-01 1 58 SHS VANGUARD CONSUMER STAPLES ETF 10843 2023-12-01 1 841 SHS ISHARES CORE MSCI EAFE ETF 57095 2023-12-01 ACCOUNTING FEES 19615 0 0 0 BOOK-TAX DIFFERENCE ON SALE OF DONATED SECURITIES 498296 HARRY W STOWERS JR 8733 INLET DRIVE KNOXVILLE TN 37922 FEDERAL TAXES 718 0 0 0