2023-10-02T15:00:33-05:00 2022-12-31 990PF 2022-01-01 626306576 TUA THE ANNE POTTER WILSON FDN WILS 8888663275 PO BOX 653067 DALLAS TX 752653067 BANK OF AMERICA N A MANAGING DIR 8888663275 2023-10-02 false 2022 2023-04-26 12:10:37Z X 32955214 X 795295 795295 50687 709500 50687 0 845982 845982 83061 49836 33224 0 0 0 0 0 0 500 300 0 200 0 0 20269 0 0 0 0 0 0 0 226 226 104056 50362 0 33424 1635803 1635803 1739859 50362 0 1669227 -893877 795620 0 671860 436796 436796 0 0 0 7687655 7028842 32518318 0 14576 14576 100 8374091 7480214 32955214 0 X 8374091 7480214 8374091 7480214 8374091 7480214 8374091 -893877 0 7480214 0 7480214 800. CITIGROUP INC COM NEW 2004-05-25 2022-11-21 38818 371100 -332282 -332282 400. CITIGROUP INC COM NEW 2004-10-13 2022-11-21 19409 177080 -157671 -157671 865. ISHARES CORE S&P 500 ETF 2011-06-17 2022-11-21 342179 110633 231546 231546 CAPITAL GAIN DIVIDENDS P 309094 CAPITAL GAIN DIVIDENDS P 309094 CAPITAL GAIN DIVIDENDS P 309094 50687 11059 0 11059 0 11059 12092 0 0 12092 X 0 1033 1033 0 false false false false false false false true true TN true false false false false true NONE BANK OF AMERICA NA 8888663275 PO BOX 653067 DALLAS TX 752653067 false false false false true false false false false false false false false false false false false true false false false false false BANK OF AMERICA PO BOX 653067 DALLAS TX 752653067 TRUSTEE 1 83061 Blair J Wilson c/o BANK OF AMERICA NASHVILLE TN 372391697 COMMITTEE MEMBER 00 0 Justin P Wilson c/o BANK OF AMERICA NASHVILLE TN 372391697 COMMITTEE MEMBER 00 0 William M Wilson c/o BANK OF AMERICA NASHVILLE TN 372391697 COMMITTEE MEMBER 00 0 NONE 0 NONE 0 THE SOLE CHARITABLE ACTIVITY OF THIS ORGANIZATION IS THE MAKING OF GRANTS OT QUALIFIED ORGANIZATIONS. NO DIRECT CHARITABLE ACTIVITIES ARE CONDUCTED 33202908 859666 0 34062574 0 0 34062574 510939 33551635 1677582 1677582 11059 11059 1666523 0 1666523 0 1666523 1669227 0 0 0 0 1669227 1666523 1635803 0 0 0 0 0 0 0 1669227 1635803 0 0 33424 0 0 0 0 0 0 0 0 1633099 0 0 0 0 0 0 0 0 NONE NONE MARIA I BOTELHO BANK OF AMERICA 100 WESTMINSTER ST PROVIDENCE RI 02903 4012786039 BY LETTER REQUEST SPECIFYING THE APPLICANT'S QULIFICATIONS OR STATUS AND A COPY OF ITS 501(C)(3) DETERMINATION LETTER NO SPECIFIC DEADLINES NONE VANDERBILT UNIVERSITY VU STATB 3577032301 VANDERBILT PL NASHVILLE TN 37235 N/A PC UNRESTRICTED GENERAL 50000 YMCA FOUNDATION 900 CHURCH STREET NASHVILLE TN 37203 N/A PC UNRESTRICTED GENERAL 100000 CUMBERLAND TRAIL CONFERENCE 19 EAST 4TH ST Crossville TN 38555 N/A PC UNRESTRICTED GENERAL 25000 BARRIER ISLANDS PARKS SOCIETY 880 BELCHER RD BOCA GRANDE FL 33921 N/A PC UNRESTRICTED GENERAL 25000 Lipscomb University ONE UNIVERSITY PARK DRIVE NASHVILLE TN 372043951 N/A PC UNRESTRICTED GENERAL 25000 KIPP ACADEMY 123 DOUGLAS AVE Nashville TN 37207 N/A PC UNRESTRICTED GENERAL 250000 ABE'S GARDEN 115 WOODMONT BLVD Nashville TN 37205 N/A PC UNRESTRICTED GENERAL 100000 ENSWORTH SCHOOL 211 ENSWORTH PL Nashville TN 37205 N/A PC UNRESTRICTED GENERAL 50000 NAPLES CHILDREN & EDUCATION FDN 4305 EXCHANGE AVE Naples FL 34104 N/A PC UNRESTRICTED GENERAL 150000 OASIS CENTER INC 1704 CHARLOTTE AVE STUE 200 Nashville TN 37203 N/A PC UNRESTRICTED GENERAL 10000 TENNESSEE FINANCIAL LITERACY TENNESSEE STATE CAPITOL 1ST FLR Nashville TN 372430001 N/A PC UNRESTRICTED GENERAL 60000 THE A21 CAMPAIGN INC 427 E 17TH ST 223 Costa Mesa CA 92637 N/A PC UNRESTRICTED GENERAL 25000 THE FUND FOR AMERICAN STUDIES 1706 NEW HAMPSIRE AVE NW Washington DC 20009 N/A PC UNRESTRICTED GENERAL 105000 VANDERBILT MEDICAL CENTER 1211 MEDICAL CENTER DR Nashville TN 37232 N/A PC UNRESTRICTED GENERAL 10000 UNIV OF NASHVILLE MONTGOMERY 4001 HARDING ROAD Nashville TN 37205 N/A PC UNRESTRICTED GENERAL 40000 KING UNIVERSITY 1350 KING COLLEGE ROAD BRISTOLE TN 37620 N/A PC UNRESTRICTED GENERAL 25000 TEACH FOR AMERICA 220 ATHENS WAY- SUITE 300 NASHVILLE TN 37228 N/A PC UNRESTRICTED GENERAL 152000 VALOR COLLEGIATE ACADEMIES 4527 NOLENSVILLE PIKE NASHVILLE TN 372114732 N/A PC UNRESTRCTED GENERAL SUPPORT 50000 LEAD PUBLIC SCHOOLS INC 2835 BRICK CHURCH PIKE Nashville TN 32720 N/A PC UNRESTRICTED GENERAL 50000 NASHVILLE ADULT LITERACY COUNCIL 4805 PARK AVE NASHVILLE TN 37209 N/A PC UNRESTRICTED GENERAL 12803 WOODBERRY FOREST SCHOOL 898 WOODBERRY FOREST RD WOODBERRY FOREST VA 22989 N/A PC UNRESTRICTED GENERAL 60000 JAZZ AT ASPEN SNOWMASS 110 E HALLAM ST 104 ASPEN CO 81611 N/A PC UNRESTRICTED GENERAL 34000 HOLY ROSARY 190 GRAYLYNN DRIVE NASHVILLE TN 37214 N/A PC UNRESTRICTED GENERAL 25000 ASPEN ART MUSEUM 637 E HYMAN AVE ASPEN CO 81611 N/A PC UNRESTRICTED GENERAL 34000 JOHANNA FUST LIBRARY FOUNDATION 1040 WEST 10TH ST BOCA GRANDE FL 22811 N/A POF UNRESTRICTED GENERAL 25000 PRESIDENT AND FELLOWS OF HAVARD 1563 MASSACHUSETTS AVE CAMBRIDGE MA 02136 N/A UNRESTRICTED GENERAL 100000 CHEEKWOOD 1200 FOREST PARK DRIVE NASHVILLE TN 372054206 N/A PC UNRESTRICTED GENERAL 43000 1635803 14 795295 18 50687 845982 845982 false false false false false false false false false false TAX PREPARATION FEE - BOA 500 300 200 JOHANNA FUST LIBRARY FOUNDATION INC PO BOX 309 BOCA GRANDE FL 33921 2022-11-18 25000 Maintain and preserve buildings and gardens Literary and cultural center for residents and visitors of Boca Grande 12/6/2022 2022-12-06 FEDERAL FOOTNOTE PART VIII LIST OF OFFICERS AND DIRECTORS THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES. 464287200 ISHARES CORE S&P 500 893377 2683707 30231G102 EXXON MOBIL CORP 15941 3529600 437076102 HOME DEPOT INC 337200 3158600 191216100 COCA COLA COM 35625 3180500 742718109 PROCTER & GAMBLE CO 530170 1515600 931142103 WALMART INC 191850 2126850 110122108 BRISTOL-MYERS SQUIBB 79184 1798750 58933Y105 MERCK AND CO INC SHS 249179 1664250 717081103 PFIZER INC 28164 2049600 172967424 CITIGROUP INC COM NE 949746101 WELLS FARGO & CO 628875 1238700 458140100 INTEL CORP 161375 1057200 594918104 MICROSOFT CORP 381653 2398200 19765J608 COLUMBIA MIDCAP INDE 19765J814 COLUMBIA SMALL CAP I 718172109 PHILIP MORRIS INTL I 705802 809680 81369Y803 TECHNOLOGY SELECT SE 929114 1658785 369604301 GENERAL ELEC CO REG 61333 547149 19766P678 COLUMBIA SMALL CAP I 600000 1034253 19766P728 COLUMBIA MIDCAP INDE 1200000 2066894 XXX-XX-XXXX BLEDSOE COUNTY, TN M 14576 14576 100 MINERAL EXPENSE 226 226 0 EXCISE TAX - PRIOR YEAR 8177 0 0 EXCISE TAX ESTIMATES 12092 0 0