| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Accounting | 4,804 | 2,402 | 0 |
| Name of Bond | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| Truxton Trust Company | 3,482,482 | 3,415,871 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| Securities held in partnerships | 3,928,253 | 4,479,052 |
| Truxton Trust Company | 5,522,874 | 6,022,018 |
| MD Financial | 5,000 | 5,000 |
| Equity Bancshares | 20,000 | 20,000 |
| Description | Amount |
|---|---|
| Unrealized gain on investments upon contribution | 1,392,045 |
| Nondeductible partnership K-1 pass through items | 5 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Agency fees | 40,072 | 40,072 | 0 | |
| Foreign tax paid | 265 | 265 | 0 | |
| Partnership K-1 deductions | 34,376 | 34,376 | 0 | |
| Other | 1,199 | 1,199 | 0 |
| Description | Revenue And Expenses Per Books | Net Investment Income | Adjusted Net Income |
|---|---|---|---|
| Partnership K-1 income | 3,154 | 3,154 | 3,154 |
| Partnership K-1 income | 3,420 | 3,420 | 3,420 |
| Partnership K-1 income | 376 | 376 | 376 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Bank fees | 55 | 55 | 0 |
| Name | Address |
|---|---|
|
Estate of James R Meadows Jr |
408 Hyde Park Nashville,TN37215 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Federal income taxes | 7,300 | 0 | 0 |