2025-05-12T11:01:49-05:00 2024-12-31 990PF 2024-01-01 876708073 HISTORIC RUGBY INC CRUT 71-8805581 HIST 800 S GAY STREET KNOXVILLE TN 379951230 FIRST HORIZON BANK VICE PRESIDENT 2025-05-06 false X 2024 2025-03-06 01:10:19Z X 47752 1642 1642 2538 21517 2538 0 4180 4180 1367 684 684 0 0 0 0 0 0 0 0 19 19 0 0 0 0 0 0 0 1386 703 0 684 3845 3845 5231 703 0 4529 -1051 3477 0 523 846 846 0 0 0 37515 36176 46906 0 38038 37022 47752 0 X 38038 37022 38038 37022 38038 37022 38038 -1051 35 37022 0 37022 9.764 VANGUARD GROWTH INDEX FD ADM 2011-01-28 2024-02-20 1657 312 1345 1345 450.379 FEDERATED HERMES ULTRASHORT BOND R6 2019-08-27 2024-06-21 4152 4125 27 27 523.611 FIDELITY CONSERVATIVE INCOME BOND 2023-11-01 2024-06-21 5262 5252 10 10 961.952 LORD ABBETT SHRT DUR INC-I 2018-07-23 2024-06-21 3694 4011 -317 -317 352.978 THORNBURG LTD TRM INC-I 2018-07-23 2024-06-21 4532 4652 -120 -120 12.4 VANGUARD HI DVD YLD INDX-ADM 2012-05-07 2024-07-10 449 178 271 271 3.4 VANGUARD GROWTH INDEX FD ADM 2011-01-28 2024-07-10 686 109 577 577 21. VANGUARD HI DVD YLD INDX-ADM 2012-05-07 2024-11-06 838 302 536 536 1.2 VANGUARD GROWTH INDEX FD ADM 2011-01-28 2024-11-06 247 38 209 209 2538 48 0 48 0 48 8 0 40 48 0 0 0 false false false false false false false true true TN true false false false false true FIRST HORIZION BANK 9016812346 4385 POPLAR AVENUE MEMPHIS TN 38117 false false false false false false false false false false false false false false false false false false false false false FIRST HORIZON BANK 800 S GAY STREET KNOXVILLE TN 37995 TRUSTEE 2 1367 NONE 0 NONE 0 47803 681 0 48484 0 0 48484 727 47757 2388 2388 48 48 2340 0 2340 0 2340 4529 0 0 0 0 4529 2340 0 0 0 3373 3209 3601 2514 12697 4529 0 0 0 2340 2189 0 0 14886 0 0 0 0 0 0 0 14886 3373 3209 3601 2514 2189 NONE NONE X HISTORIC RUGBY INC PO BOX 8 RUGBY TN 37733 NONE 501 (C) (3) CHARITABLE 3845 3845 14 1642 18 2538 4180 4180 false false false false false false false false false false TOTAL FIXED INCOME 28078 26980 TOTAL EQUITY 8098 19926 TIMING 35 FEDERAL ESTIMATES - PRINCIPAL 8 8 0 FOREIGN TAXES ON QUALIFIED FOR 10 10 0 FOREIGN TAXES ON NONQUALIFIED 1 1 0