2025-11-17T13:32:06-06:00 2024-12-31 934967814 ATA Advisory LLC 624 East Reelfoot Avenue Union City TN 38261 990PF 2024-01-01 134228589 The Robert E & Jenny D Kirkland Foundation ROBE 6153100648 624 Reelfoot Avenue Union City TN 38261 Chris Kirkland President 6153100648 2025-11-17 1 1 Alfred Creswell P00068584 7318853661 2025-11-17 2024 2025-03-06 01:10:19Z X 301097450 X 4328602 4252498 4252498 1478462 1478462 0 8682621 8292300 18742183 14023260 300000 300000 0 340902 0 0 25050 0 0 123960 123960 0 242549 242549 0 358440 358440 0 581240 109287 0 145003 0 0 1888367 475626 0 4005511 1609862 0 11211385 11211385 15216896 1609862 11211385 3525287 12413398 1230152 1970361 1970361 58245906 0 62980131 58245906 58245906 219707338 239383783 239383783 1497400 1482400 1497400 1497400 285400021 301097450 301097450 0 0 X 0 0 0 0 285400021 301097450 285400021 301097450 285400021 301097450 285400021 3525287 12172142 301097450 0 301097450 172546 0 172546 0 172546 135000 0 0 0 135000 5704 43250 0 0 0 0 0 0 0 0 1 1 0 1 1 TN 1 0 0 0 0 1 N/A ATA PC 7318853661 624 E REELFOOT AVE UNION CITY TN 38261 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Christopher Kirkland 4306 Esteswood Drive Nashville TN 37215 Pres/Director 2.00 100000 0 0 Macy D Kirkland 1901 William Howard Taft Cincinnati OH 45206 Director 2.00 100000 0 0 Bedford F Kirkland 1032 W Main Street LEBANON TN 37087 Sec/Director 2.00 100000 0 0 David Hunter 3737 State Line Road Dukedom TN 38226 Estate Manager 40.00 67738 0 0 Rhonda Hood 760 Sanders Chapel Road Union City TN 38261 House manager 40.00 56647 0 0 James R Byars 728 Cranford Rd Troy TN 38260 Estate Employee 40.00 54194 0 0 William E Baker 3737 State Line Road Dukedom TN 38226 Estate Employee 40.00 54194 0 0 0 Homrich Berg Three Alliance Center 3550 Lenox Rd Three Allianc Atlanta GA 30326 Investment Fees 142000 ATA 624 E Reelfoot Avenue 624 E Reelfoot Avenue Union City TN 38261 Accounting 123960 David Usery 2218 Brevard Road Union City TN 38261 Refurbish artifacts & exhibits 92554 Trusco 2932 Foster Creighton Dr 2932 Foster Creighton Dr Nashville TN 37204 Investment fees 59015 0 PROMETHEAN FOUNDAION, UNION CITY, TENNESSEE SERVES THE LOCAL AREA IN PROVIDING DAY CARE SCHOLARSHIPS TO QUALIFYING APPLICANTS TO INCREASE THE SOCIAL, MORAL AND EDUCATIONAL VALUE AVAILABLE TO THESE CHILDREN 2288300 DISCOVERY PARK OF AMERICA'S (DPA) MISSION IS EDUCATION: TO ENHANCE CHILDREN AND ADULTS' EDUCATIONAL EXPERIENCE & TO INSPIRE THEM TO REACH THEIR FULL POTENTIAL. DPA'S EXHIBITS & PROGRAMS COMPEL VISITORS OF ALL AGES TO "SEE BEYOND" THEIR CURRENT LEVEL OF KNOWLEDGE IN MANY AREA. DPA FOCUSES ON NATURE, SCIENCE, TECHNOLOGY, HISTORY AND ART. LAND WAS DONATED FOR THE ERECTION OF THE DPA. 8664085 THE CINCINNATI TENNIS FOUNDATION IS AN ORGANIZATION THAT BELIEVES THAT TENNIS SHOULD BE ACCESSIBLE TO ALL TO CHANGE LIVES. 48000 The Union City Rotary Foundation is an organization that believes that service and philanthropy are the bases of worthy enterprise. It has been in service to the community for 85 years. Some of their projects include: Rotary & Verheine Scholarships where over $300,000 in Scholarships are awarded to area students annually. Rotary also supports Reading Railroad, Distinguished Speakers Foundation, and Rotary Relays. 59000 0 229545560 1600256 0 231145816 0 0 231145816 3467187 227678629 11383931 11383931 172546 172546 11211385 0 11211385 0 11211385 11211385 0 11211385 11211385 0 0 4349239 9239 4358478 11211385 0 0 0 11211385 0 0 0 4358478 0 0 0 0 0 0 4349239 9239 9239 X Boca Grande Women's Scholarship Club PO Box 65 Boca Grande FL 33921 Make a difference through community service 12000 Boys & Girls Club 1015 College Union City TN 38261 Outreach for disadvantaged youth 3000 Casa of Wilson County 111 Castle Heights Ave Lebanon TN 37089 Family services 2000 Charitable - Promethean Foundation 624 E REELFOOT AVENUE UNION CITY TN 38261 PROVIDE DAYCARE FOR AT RISK CHILDREN 2288300 Cheekwood 639 Lafayette St Nashville TN 37203 Botanical Gardens & Art Museum 1500 Children of Peru Foundation 515 E 85th St Suite 11C New York NY 10028 Building a better future for poor children in Peru 4000 Compassionate Hands 214 N College St Lebanon TN 37087 Housing for Homeless 1000 Cumberland University 1 Cumberland Drive Lebanon TN 37087 Provide quality/affordable education 10000 Discovery Park of America 830 Everett Blvd Union City TN 38261 Education 8664085 Empower Me Daycamp 1160 S Hartmann Dr Lebanon TN 37090 Transform lives of those with special needs through opportunities for growth 2000 Fellowship of Christian Athletes 1722 Reelfoot Ave Union City TN 38261 Christian Ministry 2000 Frist Art Museum 919 BROADWAY NASHVILLE TN 37203 PRESENT HIGH QUALITY EDUC PROGRAMS 1500 Habitat for Humanity OC 228 E Main St Union City TN 38261 Homes for Low Income 2000 Habitat for Humanity Wilson Co 205 S MAPLE STREET LEBANON TN 37087 HOMES FOR LOW INCOME 2000 Habitat for Humanity-Greater Nashvi 414 Harding Place Nashville TN 37211 Homes for low income 1500 Imagine Worldwide 1080 Edgewood Ave Mill Valley CA 94941 Empowering children around the globe to build literacy & numeracy skills 10000 Inland Waterways Museum 117 S Water St Paducah KY 42001 Stimulate curiousity & understanding of our Nations river system 5000 Masquerade Theater PO Box 1414 Union City TN 38281 Quality art through live performance 2000 Mercy Community Healthcare 112 NINTH AVENUE S FRANKLIN TN 37064 MEDICAL 5000 Middle TN Boy Scouts of AM 3414 HILLSBORO PIKE NASHVILLE TN 37215 EDUCATIONAL 5000 Nashville Rescue Mission 639 Lafayette St Nashville TN 37203 Food Bank 1000 Nashville Symphony 1 Symphony Pl Nashville TN 37201 Entertain & educate audiences through varied engagement with orchestrial music 3000 New Leash on Life 507 Jim Draper Blvd Lebanon TN 37087 Improve welfare of companion animals 2000 Phoebe Connections 508 Chelsea Lane Lebanon TN 37090 Help Widows-Christian Ministry 2000 Preston Taylor Ministries PO Box 90442 Nashville TN 37209 Christian Youth Ministry 10000 Run4Water 1890 Hwy 231 S Castalian Springs TN 37031 Solutions-worldwide water crisis 2000 Safe Haven Family Shelter 1234 3rd Ave S Nashville TN 37210 Help the Homeless 2500 Salvation Army 1303 E Reelfoot Ave Union City TN 38261 Helping under privilaged 2000 SCAN of Wilson County 105 East High St Lebanon TN 37087 Needs for Senior Citizens 2000 Second Harvest Foot Bank 331 Great Circle Rd Nashville TN 37228 Hunger relief programs 1500 Sherry's Hope PO Box 8 Lebanon TN 37089 Benefit those affected by Cancer 3000 St Luke Community House 5601 New York Ave Nashville TN 37209 Food Pantry 2500 The Bridge House 110 W High Street Lebanon TN 37087 Homelessness with youth 3000 The Bridge PO Box 1208 Union City TN 38281 Battered Womens Shelter 1000 The Cincinnati Tennis Foundation 5460 Courseview Drive Mason OH 45040 Make tennis accessible & change lives 48000 The National Quilt Museum 215 Jefferson St Paducah KY 42001 To promote the growth of Quilting 5000 Thistle Farms 5122 Charlotte Pike Nashville TN 37209 Healing/hope/freedom-women survivors 5000 TN Diamonds in the Ruff PO Box 62 Union City TN 38281 Dog Rescue 3000 Trudy's Kids Cafe 306 S First St Union City TN 38261 Provide Meals for at risk kids 1000 Union City Rotary Foundation PO Box 275 Union City TN 38281 Scholarships and other service proj 59000 United Way of Obion Co PO Box 484 Union City TN 38281 Community Service 2000 Univ of TN Foundation 1525 University Ave Knoxville TN 37921 Scholarships 15000 Who You With Ministries 2900 Vanderbilt Pl 101 Nashville TN 37212 Investing, inspiring & impacting to change lives of athletes & coaches 5000 Wilson Co Civic League PO BOX 1231 LEBANON TN 37088 IMPROVE SOCIAL CONDITIONS IN COUNTY 3000 Wilson Co FCA 490 Industrial Dr Mt Juliet TN 37122 To lead coaches and athletes to Jesus Christ 2000 Younglife PO Box 3233 Jackson TN 38303 Christian Ministry 2000 11211385 0 900099 14 4252498 900099 14 1478462 900099 390321 03 8292300 390321 14023260 0 14413581 0 0 0 0 0 0 0 0 0 0 X X 1 KIRKLAND 2005 CHARITABLE LEAD Kirkland 2005 CLAT 4306 Esteswood Drive Nashville TN 37215 481440 X 2 KIRKLAND 2007 CHARITABLE LEAD Kirkland 2007 CLAT 4306 Esteswood Drive Nashville TN 37215 3847162 X Accounting Fees 123960 123960 0 FCA Venture Partners VI QP, LP FMV 667441 667441 Brighstar Capital Partners Fund II A FMV 1116148 1116148 KLCP Offshore FMV 1174460 1174460 Davidson Kempner Long Term FMV 1158103 1158103 Lone Star Fund XI LP FMV 883774 883774 Stepstone Opportunities V FMV 2626417 2626417 Insolve Global Credit Fund IV LP FMV 492903 492903 Golub Capital Partners XI LP FMV 2746427 2746427 Carlyle Private Equity Access Fund 2 FMV 754933 754933 KK Diversified FMV 15779158 15779158 Blue Owl Capital Corp II FMV 298549 298549 Alpine Investors VII A LP FMV 2339115 2339115 Revelstoke Capital Partners Fund II FMV 1695740 1695740 Peachtree SSC Mortgage REIT LLC FMV 1323231 1323231 Origami Opps IV Offshore FMV 2443110 2443110 Ardent Financial Fund III LP FMV 1062171 1062171 Warburg Pincus China - SE Asia II Ca FMV 502976 502976 Golub Partners Capital Int FMV 1800000 1800000 GSO Credit Alpha Feeder Fund II LP FMV 203932 203932 Anchorage Illiquid Opportunities FMV 839807 839807 Homrich Berg-Adj to Market FMV 45592417 45592417 Homrich Berg #2 FMV 15112165 15112165 Iceman Cashout FMV 921893 921893 Investment in 2303 Crestmoor Inc FMV 3035583 3035583 LPL FMV 27172673 27172673 Revolution Partners Invest FMV 3475283 3475283 Alpine Investors IX-A, LP FMV 355195 355195 Wellington Trust Company FMV 56713022 56713022 Trusco FMV 10401396 10401396 Delta V Capital Fund IV LP FMV 1007461 1007461 Pathlight Capital Fund II LP FMV 649478 649478 Keystone Private Income Fund Class Y FMV 990620 990620 K5 Private Investors LP FMV 911012 911012 Coatue Growth V Offshore Feeder Fund FMV 796137 796137 Timber Bay Fund II LP FMV 1135345 1135345 Banner Ridge Secondary Fund V FMV 776953 776953 K4 Private Investors LP FMV 1137981 1137981 M South Equity Partners IV LP FMV 1296892 1296892 Parkergale Capital II LP FMV 1040027 1040027 Petra Growth Fund IV LP FMV 713030 713030 Ridgemont Equity Partners III LP FMV 2960029 2960029 Technology Operators III LP FMV 836456 836456 Warburg Pincus Financial Sector FMV 1516965 1516965 Webster Capital IV LP FMV 1705527 1705527 Locust Point Private Credit FMV 1058771 1058771 Kayne Anderson Energy VIII LP FMV 560163 560163 Quantum Energy Partners VII LP FMV 1140462 1140462 Peachtree Alternative Strategies Fun FMV 4427573 4427573 Benefit St Partners Dislocation Fund FMV 152649 152649 Webster Equity Partners FMV 1389131 1389131 Sundance Bay Debt Partners FMV 2500000 2500000 Unusual Venture Funds III FMV 852500 852500 Mainsail 6 FMV 781487 781487 DC Capital Partners III ( Cayman) FMV 616054 616054 Kline Hill Partners Offshore Feeder FMV 2641159 2641159 Eagle Merchant Partners 1-A, LP FMV 1774261 1774261 Kepe Continuation Fund I LP FMV 236258 236258 Berkeley Partners Fund VI FMV 404108 404108 JFL Parallel Fund VI LP FMV 686687 686687 Crow Holdings Self Storage FMV 585 585 2007 Truck - Close out from estate 5000 0 5000 Mower - First Choice 13200 0 13200 Kubota RTV-E900W-A 20500 0 20500 House & Farm 1458700 0 1458700 Dues 150 150 0 Office Expense 200 200 0 Bank Charges 240 240 0 Other Deductible Investment Expense 475036 475036 0 Contract Labor - Farm 110904 0 0 Farm Expense 88616 0 0 Miscellaneous - Farm 878 0 0 Directv - Farm 3754 0 0 ADT Security - Farm 1265 0 0 Other Nondeductible K1 expenses 1207324 0 0 K1 Other Investment Inc 1291982 901661 0 Gain/Loss on investment 434964 434964 0 K1s ST Gains 189489 189489 0 Miscellaneous 240 240 0 K1s LT Gains 6765946 6765946 0 Unrealized Gains on Investments 12172142 Fees/Expenses - Trusco 59015 59015 0 Fees/Expenses - Revolution Partners 41534 41534 0 Fee/Expenses - Homrich Berg 142000 142000 0 Other taxes 109287 109287 0 Taxes - IRS (990) 463537 0 0 Other Taxes & Licenses - Farm 78 0 0 Property Tax - Farm 8338 0 0