2024-11-14T11:03:53-06:00 2023-12-31 721396621 CARR RIGGS & INGRAM LLC 3011 ARMORY DRIVE SUITE 300 NASHVILLE TN 37204 990PF 2023-01-01 626344538 BRADFORD FAMILY FOUNDATION BRAD 6153832093 530 BELLE MEADE BLVD NASHVILLE TN 37205 LILLIAN R BRADFORD BOARD MEMBER 6153832093 2024-11-12 1 0 STEPHEN C PASSEN CPA JD LLM P00356247 6156651811 2024-11-12 2023 2024-10-15 13:58:12Z X 26860559 X 6572 78 78 522311 522311 1021116 4318271 1021116 5448 109286 1555525 1652791 0 0 0 9108 4554 4554 16100 16100 0 50781 50781 0 255 255 0 76244 71690 4554 923632 923632 999876 71690 928186 555649 1581101 91678 121700 121700 1833211 5083897 5083897 1876 1876 1876 1876 14531223 11798997 21653086 16457988 17006470 26860559 54951 64059 54951 64059 X 16403037 16942411 16403037 16942411 16457988 17006470 16403037 555649 0 16958686 16275 16942411 PUBLICLY TRADED STOCKS 402089 444356 -42267 -42267 PUBLICLY TRADED STOCKS 3569271 2558062 1011209 1011209 MAGELLAN MIDSTREAM PARTNERS LP 242838 215116 27722 27722 MAGELLAN MIDSTREAM PARTNERS LP 104073 79621 24452 24452 1021116 21977 0 21977 0 21977 23183 0 30000 0 53183 0 31206 31206 0 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 0 0 0 0 1 N/A MRS J C BRADFORD 6153832093 530 BELLE MEADE BLVD NASHVILLE TN 37205 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LILLIAN R BRADFORD 530 BELLE MEADE BLVD NASHVILLE TN 37205 TRUSTEE 1.00 0 0 0 BRYAN R BRADFORD 530 BELLE MEADE BLVD NASHVILLE TN 37205 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 24797558 54860 0 24852418 0 0 24852418 372786 24479632 1223982 1223982 21977 21977 1202005 0 1202005 0 1202005 928186 0 928186 1202005 923489 0 0 928186 923489 0 0 4697 0 0 0 0 0 0 0 0 1197308 0 0 0 X ALIVE HOSPICE 1718 PATTERSON ST NASHVILLE TN 37203 NONE 501(C)(3) GENERAL FUND 50000 ALL SAINTS EPISCOPAL CHURCH LINVILLE 4513 PARK AVENUE NASHVILLE TN 37209 NONE 501(C)(3) GENERAL FUND 8000 AMERICAN RED CROSS 2005 LAKEWOOD DRIVE BOONE IA 50036 NONE 501(C)(3) TIFFANY CIRCLE 10000 APHESIS HOUSE 1212 S GRAYCROFT AVE MADISON TN 37115 NONE 501(C)(3) GENERAL FUND 5000 AUSTIN INSTITUTE 3298-3200 FAIRFAX WALK AUSTIN TX 78705 NONE 501(C)(3) GENERAL FUND 10000 AVERY COUNTY HUMANE 279 VALE RD NEWLAND NC 28657 NONE 501(C)(3) GENERAL FUND 250 BELCOURT DINNER 2102 BELCOURT AVE NASHVILLE TN 37212 NONE 501(C)(3) GENERAL FUND 200 BELLE MEADE SOCIETY OF CERES 4705 HARDING ROAD NASHVILLE TN 27205 NONE 501(C)(3) GENERAL FUND 150 BERKLEY INSTITUTE 2134 ALLSTON WAY BERKELEY CA 94704 NONE 501(C)(3) GENERAL FUND 10000 CHEEKWOOD 1200 FORREST PARK DRIVE NASHVILLE TN 37205 NONE 501(C)(3) GENERAL FUND 130800 COLGATE UNIVERSITY 13 OAK DR HAMILTON NY 13346 NONE 501(C)(3) JENNIFER W. JOHNSON MEMORIAL SCHOLARSHIP FOR KATIE BRADFORD 5000 CROSSMORE SCHOOL 100 DAR DRIVE NEWLAND NC 28616 NONE 501(C)(3) COMPUTER FUND 2500 CROSSMORE SCHOOL 100 DAR DRIVE NEWLAND NC 28616 NONE 501(C)(3) GENERAL FUND 1000 CUMBERLAND HEIGHTS 8283 RIVER ROAD PIKE NASHVILLE TN 37209 NONE 501(C)(3) GENERAL FUND 250 EASTERN EUROPEAN MISSION 777 LONESOME DOVE TRAIL HURST TX 76054 NONE 501(C)(3) GENERAL FUND 10000 EPISCOPAL SCHOOL OF NASHVILLE 413 WOODLAND ST NASHVILLE TN 37206 NONE 501(C)(3) GENERAL FUND 10000 FRIENDS OF WARNER PARK 50 VAUGHN ROAD NASHVILLE TN 37221 NONE 501(C)(3) GENERAL FUND 3600 FRIST ART MUSEUM 919 BROADWAY NASHVILLE TN 37203 NONE 501(C)(3) GENERAL FUND 500 FRONTLINE POLICY COUNCIL 15 PERRY ST STE 373 NEWNAN GA 30263 NONE 501(C)(3) GENERAL FUND 5000 GARDEN CLUB OF NASHVILLE 2525 PERIMETER PLACE DRIVE NASHVILLE TN 37214 NONE 501(C)(3) GENERAL FUND 450 HERMITAGE 4580 RACHELS LN HERMITAGE TN 37076 NONE 501(C)(3) GENERAL FUND 500 LINVILLE FIRE DEPARTMENT 590 NC-105 LINVILLE NC 28646 NONE 501(C)(3) GENERAL FUND 250 LINVILLE FOUNDATION 1111 BERKELEY PLACE CT WINSTON SALEM NC 27103 NONE 501(C)(3) GENERAL FUND 1000 MONTGOMERY BELL ACADEMY 4001 HARDING PIKE NASHVILLE TN 37205 NONE 501(C)(3) GENERAL FUND 348600 NASHVILLE BALLET 3630 REDMON ST NASHVILLE TN 37209 NONE 501(C)(3) GENERAL FUND 250 NASHVILLE HUMANE ASSOCIATION 213 OCEOLA AVE NASHVILLE TN 37209 NONE 501(C)(3) GENERAL FUND 1750 NASHVILLE OPERA 3622 REDMON ST NASHVILLE TN 37209 NONE 501(C)(3) GENERAL FUND 2000 NASHVILLE PUBLIC TELEVISION 161 RAINS AVE NASHVILLE TN 37203 NONE 501(C)(3) GENERAL FUND 1000 NASHVILLE SYMPHONY 1 SYMPHONY PL NASHVILLE TN 37201 NONE 501(C)(3) GENERAL FUND 20000 NASHVILLE TREE FOUNDATION PO BOX 58962 NASHVILLE TN 37205 NONE 501(C)(3) GENERAL FUND 250 NATURE CONSERVANCY 2 MARYLAND FARMS 150 BRENTWOOD TN 37027 NONE 501(C)(3) GENERAL FUND 500 NATURE SACRED MEMORIAL 105 ANNAPOLIS STREET SUITE D ANNAPOLIS MD 21401 NONE 501(C)(3) GENERAL FUND 250 NETTERVILLE DR JIM - INTERN'L HEALTHCARE FOUNDATION - MED MISSIONS 102 N LOCUST ST SEARCY AR 72143 NONE 501(C)(3) GENERAL FUND 10000 PRINCETON UNIVERSITY 430 PRINCETON NJ 08544 NONE 501(C)(3) GENERAL FUND 5000 SALVATION ARMY 525 PARAGON MILLS ROAD NASHVILLE TN 37211 NONE 501(C)(3) GENERAL FUND 5000 SECOND HARVEST FOOD BANK 331 GREAT CIRCLE ROAD NASHVILLE TN 37228 NONE 501(C)(3) GENERAL FUND 3000 ST BONAVENTURE UNIVERSITY 3261 W STATE ST ST BONAVENTURE NY 14778 NONE 501(C)(3) ENDOWED SCHOLARSHIP FOR ROBERT DUBILL 10000 ST GEORGE'S 4715 HARDING PIKE NASHVILLE TN 37205 NONE 501(C)(3) GENERAL FUND 31000 ST LUKE'S COMMUNITY HOUSE (FAMILY CHRISTMAS PROGRAM) 5601 NEW YORK AVENUE NASHVILLE TN 37209 NONE 501(C)(3) GENERAL FUND 1000 TRAVELLER'S REST 636 FARRELL PKWY NASHVILLE TN 37220 NONE 501(C)(3) GENERAL FUND 250 TRINITY SCHOOL 4301 NORTHSIDE PKWY NW ATLANTA GA 30327 NONE 501(C)(3) GENERAL FUND 8000 UNITED WAY (DESIGNATION BELOW) 1000 EACH ORGANIZATION 201 23RD AVE N NASHVILLE TN 37203 NONE 501(C)(3) GENERAL FUND 10000 VANDERBILT UNIVERSITY 2201 WEST END AVE NASHVILLE TN 37235 NONE 501(C)(3) GENERAL FUND 200000 VOLUNTEER STATE HORSEMEN'S 203 3RD AVE N FRANKLIN TN 37064 NONE 501(C)(3) GENERAL FUND 1082 WALDEN'S PUDDLE PO BOX 641 JOELTON TN 37080 NONE 501(C)(3) GENERAL FUND 250 923632 0 14 78 14 522311 14 109286 18 1021116 K-1 UBI MAGELLAN 900001 904 K-1 UBI ENERGY TRANSFER 900001 -40815 K-1 UBI ENTERPRISE PRODUCTS PARTNERS 900001 -63927 -103838 1652791 0 1548953 0 0 0 0 0 0 0 0 0 0 X X 1 JAMES C BRADFORD ESTATE 530 BELLE MEADE BLVD NASHVILLE TN 37205 6572 X CARR RIGGS & INGRAM 9108 4554 4554 RESOURCE MANAGEMENT ACCOUNT STOCKS AT COST 10165976 18012026 ENERGY TRANSFER LP AT COST 699332 1932000 NORTH AMERICAN HELIUM INC AT COST 500000 500000 ENTERPRISE PRODUCTS PARTNERS AT COST 426189 1201560 UPPER90 LOAN AT COST 7500 7500 ADJUSTMENT TO COST BASIS OF ASSETS 15610 K-1 NONDEDUCTIBLE EXPENSES 665 UBS ACCOUNTING FEES 175 175 0 ADR FEES 80 80 0 MAGELLAN MIDSTREAM PARTNERS -27 -27 -27 MAGELLAN MIDSTREAM PARTNERS ORD GAIN 130721 130721 130721 ENERGY TRANSFER LP -10840 -10840 -10840 ENERGY TRANSFER LP -17176 -17176 -17176 UBS 27357 7275 7275 7275 ENTERPRISE PRODUCTS PARTNERS -649 -649 -649 ENTERPRISE PRODUCTS PARTNERS 1 1 1 ENTERPRISE PRODUCTS PARTNERS -19 -19 -19 K-1 UBI MAGELLAN 904 904 K-1 UBI ENERGY TRANSFER -40815 -40815 K-1 UBI ENTERPRISE PRODUCTS PARTNERS -63927 -63927 SHADOWLAWN INVESTMENTS 45251 45251 DUE TO MRS. BRADFORD 9700 18808 FOREIGN TAXES - UBS 20781 20781 0 EXCISE TAX 30000 30000 0