2022-03-22T09:00:44-05:00 2021-12-31 990PF 2021-01-01 626306576 TUA THE ANNE POTTER WILSON FDN WILS 8888663275 PO BOX 653067 DALLAS TX 752653067 BANK OF AMERICA N A MANAGING DIR 8888663275 2022-03-22 2021 2022-09-23 18:48:47Z X 37036180 X 784692 784692 695690 743962 695690 0 1480382 1480382 78723 47234 31489 0 0 0 0 0 0 500 300 0 200 0 0 11670 0 0 0 0 0 0 0 226 226 91119 47760 0 31689 1349243 1349243 1440362 47760 0 1380932 40020 1432622 0 583569 671860 671860 0 0 0 7735926 7687655 36364220 0 14576 14576 100 8334071 8374091 37036180 0 X 8334071 8374091 8334071 8374091 8334071 8374091 8334071 40020 0 8374091 0 8374091 .155 VIATRIS INC 1979-08-29 2021-02-02 3 3 3 970. GENERAL ELEC CO REG SHS 1978-08-11 2021-10-21 101505 9111 92394 92394 1000. ORGANON AND CO REG SHS 1993-02-22 2021-10-21 35234 8424 26810 26810 500. ORGANON AND CO REG SHS 1993-06-23 2021-10-21 17617 4057 13560 13560 4963. VIATRIS INC 1979-08-29 2021-10-21 68531 1545 66986 66986 322. WABTEC 2019-02-25 2021-10-21 30028 25135 4893 4893 CAPITAL GAIN DIVIDENDS P 491044 CAPITAL GAIN DIVIDENDS P 491044 CAPITAL GAIN DIVIDENDS P 491044 CAPITAL GAIN DIVIDENDS P 491044 CAPITAL GAIN DIVIDENDS P 491044 CAPITAL GAIN DIVIDENDS P 491044 695690 19913 0 19913 0 19913 11736 0 0 11736 X 0 8177 0 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 false false false false false BANK OF AMERICA PO BOX 653067 DALLAS TX 752653067 TRUSTEE 1 78723 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 33306686 955342 0 34262028 0 0 34262028 513930 33748098 1687405 1687405 19913 19913 1667492 0 1667492 0 1667492 1380932 0 0 0 0 1380932 1667492 1349243 0 0 0 0 0 0 0 1380932 1349243 0 0 31689 0 0 0 0 0 0 0 0 1635803 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 114000 YMCA FOUNDATION 900 CHURCH STREET NASHVILLE TN 37203 N/A PC UNRESTRICTED GENERAL 50000 CUMBERLAND TRAIL CONFERENCE 19 EAST 4TH ST Crossville TN 38555 N/A PC UNRESTRICTED GENERAL 25000 KIPP ACADEMY 123 DOUGLAS AVE Nashville TN 37207 N/A PC UNRESTRICTED GENERAL 50000 ENSWORTH SCHOOL 211 ENSWORTH PL Nashville TN 37205 N/A PC UNRESTRICTED GENERAL 14000 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 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 25000 THE NEXT DOOR 2019 PO BOX 2336 Nashville TN 37203 N/A PC UNRESTRICTED GENERAL 10000 THISTLE FARMS INC 5122 CHARLOTTE PIKE Nashville TN 37209 N/A PC UNRESTRICTED GENERAL 10000 VANDERBILT MEDICAL CENTER 1211 MEDICAL CENTER DR Nashville TN 37232 N/A PC UNRESTRICTED GENERAL 50000 UNIV OF NASHVILLE MONTGOMERY 4001 HARDING ROAD Nashville TN 37205 N/A PC UNRESTRICTED GENERAL 40000 VALOR COLLEGIATE ACADEMIES 4527 NOLENSVILLE PIKE NASHVILLE TN 372114732 N/A PC UNRESTRCTED GENERAL SUPPORT 50000 WOODBERRY FOREST SCHOOL 898 WOODBERRY FOREST RD WOODBERRY FOREST VA 22989 N/A PC UNRESTRICTED GENERAL 25000 BOCA GRANDE HISTORICAL SOCIETY 170 PARK AVE BOCA GRANDE FL 339210553 N/A PC UNRESTRICTED GENERAL 25000 NATURE CONSERVANCY 4245 NORTH FAIRFAX DRIVE SUITE 100 ARLINGTON VA 222031606 N/A PC UNRESTRICTED GENERAL 651243 CHEEKWOOD 1200 FOREST PARK DRIVE NASHVILLE TN 372054206 N/A PC SWAN BALL 25000 1349243 14 784692 18 695690 1480382 1480382 false false false false false false false false false false TAX PREPARATION FEE - BOA 500 300 200 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 1004010 3744372 30231G102 EXXON MOBIL CORP 15941 1958080 369604103 GENERAL ELEC CO COM 437076102 HOME DEPOT INC 337200 4150100 191216100 COCA COLA COM 35625 2960500 742718109 PROCTER & GAMBLE CO 530170 1635800 931142103 WALMART INC 191850 2170350 110122108 BRISTOL-MYERS SQUIBB 79184 1558750 58933Y105 MERCK AND CO INC SHS 249179 1149600 717081103 PFIZER INC 28164 2362000 172967424 CITIGROUP INC COM NE 548180 72468 949746101 WELLS FARGO & CO 628875 1439400 458140100 INTEL CORP 161375 2060000 594918104 MICROSOFT CORP 381653 3363200 19765J608 COLUMBIA MIDCAP INDE 1200000 2673794 19765J814 COLUMBIA SMALL CAP I 600000 1371230 718172109 PHILIP MORRIS INTL I 705802 760000 81369Y803 SELECT SECTOR SPDR T 929114 2317687 929740108 WABTEC CORP COM 369604301 GENERAL ELEC CO REG 61333 616889 XXX-XX-XXXX BLEDSOE COUNTY, TN M 14576 14576 0 9O0099259 OIL GAS OR OTHER MIN 0 100 MINERAL EXPENSES 226 226 0 EXCISE TAX ESTIMATES 11670 0 0