2020-05-14T16:27:47-07:00 2019-12-31 GREGORY N GALLAGHER CPA PC 8145 TYNECASTLE DR ATLANTA GA 303503512 990PF 2019-01-01 205862864 CS Foundation Inc CSFO 7704178800 400 Northridge Road Atlanta GA 30350 David C Simpson Trustee 7704178800 2020-05-14 true Gregory N Gallagher P01521283 7705519600 2020-05-14 24.126.131.120 2020-05-14 16:27:19 PD P 1A4E08DF24AAD8E8361F69AEB54F3717E9CF8487 1A4E08DF24AAD8E8361F69AEB54F3717E9CF8487 2019 2021-04-22 16:20:28Z X 37976126 X 9823575 180545 179940 287420 273422 662378 662378 842995 58117 0 282652 282652 11236570 2241387 58117 0 0 0 28235 28235 0 44677 44049 72912 72284 0 1390000 0 1462912 72284 0 9773658 2169103 58117 600473 332364 332364 0 5629627 0 7409096 5629627 5629627 5450261 0 5704261 5450261 5450261 8960157 21035393 23103818 0 3460056 3460056 3460056 26134043 35907701 37976126 0 0 0 0 0 X 26134043 35907701 26134043 35907701 26134043 35907701 26134043 9773658 35907701 35907701 Vanguard Account 59346248-Short Term P 2019-12-31 2019-12-31 987596 0 929479 58117 0 0 0 58117 Vanguard Account 59346248-Long Term P 2016-12-31 2019-12-31 6146668 0 5407254 739414 0 0 0 739414 Vanguard Account 59346248-Capital Gain Distributions P 2016-12-31 2019-12-31 28807 0 0 28807 0 0 0 28807 1996 Westland Dr, Cleveland TN Sale D 2016-08-31 2019-09-20 285000 0 268250 16750 0 0 0 16750 Magellan Midstream Partners LP P 2018-12-31 2019-12-31 0 0 1 -1 0 0 0 -1 Energy Transfer Partners LP P 2018-12-31 2019-12-31 0 0 92 -92 0 0 0 -92 842995 58117 false 761460 0 0.000000 331143 0 0.000000 223492 858972 0.260185 35001 651617 0.053714 15000 741933 0.020217 0.334116 0.066823 0 0 21691 21691 0 43382 0 43382 0 43382 32000 32000 32000 X 103 11485 0 false false false false false false false true true true false true false false true N/A David Simpson 7704178800 400 Northridge Road Suite 255 Atlanta GA 30350 false false false false false false false false false true false false false false false false false false false false false David Simpson 400 Northridge Road Suite 255 Atlanta GA 30350 President, Director 0.00 0 0 0 Larry Ray Eskew 4180 Old Freewill Road NW Cleveland TN 37312 Secretary, Director 0.00 0 0 0 Larry Ray Eskew 4180 Old Freewill Road NW Cleveland TN 37312 Treasurer, Director 0.00 0 0 0 NONE 0 NONE 0 Contribution to University of TN-John Tummins Scholarship 100000 Contribution to Emory Winship Cancer Institute 250000 Contribution to Salvation Army 100000 Contribution to University of Tennessee Carlos and Winnie Simpson Scholarship 400000 0 0 0 0 0 0 0 0 0 0 43382 43382 0 0 0 0 0 0 0 0 0 151326 337050 793432 1281808 0 0 1281808 0 0 0 0 0 1281808 0 151326 337050 793432 0 None None X Winship Cancer Institute of Emory University 1762 Clifton Road STE 1400 Atlanta GA 30322 EOF Charitable 250000 Carlos and Winnie Simpson Scholarship Endowment University of Tennessee Knoxville TN 37996 GOV Charitable 400000 Chattanooga Rescue Mission 1512 South Holtzclaw Avenue Chattanooga TN 37404 PC Charitable 5000 St Jude Children's Research Hospital 501 St Jude Place Memphis TN 38105 PC Charitable 50000 7th Well Ministries P O Box 22481 Chattanooga TN 37422 PC Charitable 0 University of TN-John Tummins Scholarship University of Tennessee Knoxville TN 37996 GOV Charitable 100000 Autism Breakthrough of Knoxville 900 E Hill Avenue Suite 145 Knoxville TN 37915 PC Charitable 40000 Shepherd Spinal Center 2020 Peachtree Road NW Atlanta GA 30305 PC Charitable 50000 Eagles Landing Worship Center 111 Industrial Way SW Cleveland TN 37311 PC Charitable 0 Dyslexia Resource Trust 282 Mt Paran Road NW Atlanta GA 30327 PC Charitable 0 Cleveland State Community College Foundation P O Box 3570/3535 Adkinson Drive Cleveland TN 37320 GOV Charitable 0 United Way of Ocoee Region 85 Ocoee Street SE Cleveland TN 37364 PC Charitable 0 Family Cornerstones Inc 2810 Westside Drive Suite E Cleveland TN 37320 PC Charitable 30000 The Caring Place-Life and Redemption Ministries 130 Wildwood Avenue Cleveland TN 37320 PC Charitable 40000 Bradley Cleveland Public Education Foundation P O Box 4354 Cleveland TN 37320 EOF Charitable 40000 Salvation Army 822 McCallie Avenue Chattanooga TN 37403 PC Charitable 100000 Boys & Girls Club 740 West Church Street Greeneville TN 37744 PC Charitable 50000 Friends of the Greenway P O Box 2730 Cleveland TN 37320 PC Charitable 10000 The Refuge 1075 Blythe Ave Suite 8 Cleveland TN 37311 PC Charitable 100000 Ronald McDonald House 200 Central Avenue Chattanooga TN 37403 PC Charitable 40000 Dept of Neurology Emory University 201 Dowman Drive Atlanta GA 30322 EOF Charitable 50000 McCallie School 500 Dodds Avenue Chattanooga TN 37404 EOF Charitable 25000 Ollie Otter Child Safety Foundation 213 5th Ave North Nashville TN 37219 PC Charitable 10000 1390000 14 180545 14 287420 18 0 467965 467965 false false false false false false false false false false X X 1 Claude S Simpson Estate 400 Northridge Road Suite 255 Atlanta GA 30350 9823575 X Land from Claude Simpson Estate per Sch B detail. 5450261 0 5450261 Vanguard Brokerage Account 59346248 19440752 21509177 Bradley Co. Financial Stock 350000 350000 First Citizens Stock 1118220 1118220 South Mouse Creek Mitigation LLC 126421 126421 Loan to Claude Simpson Estate for Norcross Group 3460056 3460056 3460056 Insurance on Real Estate 7736 7736 Office Expenses 628 0 Property Expenses 6067 6067 Loss from South Mouse Creek Mitigation 1140 1140 Loss from Energy Transfer LP 11237 11237 Loss from Magellan Midstream Partners LP 17263 17263 Real Estate Loss from Energy Transfer LP 8 8 Other Deductions from Energy Transfer LP 581 581 Other Deductions from Magellan Midstream Partners LP 17 17 Interest Income- SCC ST Note 163439 163439 Interest Income- Ross ST Note 110066 110066 Interest Income- Ricky Stanton 2890 2890 Hay Sales/Other Income 6000 6000 Income- Antero Midstream Partners LP 257 257 Summers Taylor No relationship- Arm's Length Transaction 5000000 3333333 2018-03 2023-03 Five Years- Monthly Principal and Interest 0.04500000 Assets of Borrower Note Upon Sale of Business Assets of Borrower 3333333 Summers Taylor No relationship- Arm's Length Transaction 3200000 2240000 2018-05 2023-05 Five Years- Monthly Principal and Interest 0.04500000 Assets of Borrower Note Upon Sale of Business Assets of Borrower 2240000 Ricky Stanton No relationship- Arm's Length Transaction 70000 56294 2018-09 2023-09 Five Years- Monthly Principal and Interest 0.05000000 1685 6th Street, NE, Cleveland, TN Note Upon Sale of Real Estate 1685 6th Street, NE, Cleveland, TN 56294 Property Taxes 28235 28235