2026-04-21T08:01:40-05:00 2025-12-31 990PF 2025-01-01 626306576 TUA THE ANNE POTTER WILSON FDN WILS 8888663275 PO BOX 653067 DALLAS TX 752653067 BANK OF AMERICA N A MANAGING DIR 8888663275 2026-04-20 2025 2025-03-06 01:10:19Z X 44806643 X 897062 897062 749205 770522 749205 0 1646267 1646267 105893 63536 42357 0 0 0 0 0 0 500 300 0 200 0 0 21898 0 0 0 0 0 0 0 9 9 128300 63845 0 42557 1892000 1892000 2020300 63845 0 1934557 -374033 1582422 0 846076 493360 493360 0 0 0 6942858 6921541 44313183 0 14577 14577 100 7803511 7429478 44806643 0 X 7803511 7429478 7803511 7429478 7803511 7429478 7803511 -374033 0 7429478 0 7429478 5000. WAL-MART STORES INCORPORATED 1993-03-23 2025-02-06 510361 21317 489044 489044 CAPITAL GAIN DIVIDENDS P 260161 749205 21996 0 21996 0 21996 21124 0 0 21124 X 0 872 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 105893 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 41517693 1255274 0 42772967 0 0 42772967 641595 42131372 2106569 2106569 21996 21996 2084573 0 2084573 0 2084573 1934557 0 0 0 0 1934557 2084573 1886459 0 0 0 0 0 0 0 1934557 1886459 0 0 48098 0 0 0 0 0 0 0 0 2036475 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 MONTGOMERY BELL ACADEMY 4001 HARDING RD NASHVILLE TN 37205 N/A PC GENERAL 40000 BOCA GRANDE HEALTH CLINIC 320 PARK AVE BOCA GRANDE FL 33921 N/A PC UNRESTRICTED GENERAL 25000 PRESIDENT AND FELLOWS OF HAVARD 1563 MASSACHUSETTS AVE CAMBRIDGE MA 02136 N/A PC UNRESTRICTED GENERAL 22000 HOLY ROSARY ACADEMY 190 GRAYLYNN DR NASHVILLE TN 37214 N/A PC UNRESTRICTED GENERAL 25000 SB INITIATIVE INC 1030 16TH AVE S STE 165 NASHVILLE TN 37212 N/A PC UNRESTRICTED GENERAL 50000 CLEMENT RAILROAD HOTEL MUSEUM 100 FRANK CLEMENT PL DICKSON TN 37055 N/A PC UNRESTRICTED GENERAL 25000 HARPETH HALL SCHOOL 3801 HOBBS RD Nashville TN 37215 N/A PC UNRESTRICTED GENERAL 25000 PEOPLE LOVING NASHVILLE 3511 GALLATIN PIKE SUITE 204 NASHVILLE TN 37216 N/A PC UNRESTRICTED GENERAL 7000 LOVE ONE INTERNATIONAL PO BOX 2929 BRENTWOOD TN 37024 N/A PC UNRESTRICTED GENERAL 25000 CUMBERLAND UNIVERSITY ONE CUMBERLAND SQUARE Lebanon TN 370873408 N/A PC LANDSCAPING 62000 ABE'S GARDEN 115 WOODMONT BLVD NASHVILLE TN 372052280 N/A PC UNRESTRICTED GENERAL 100000 Renewal House Inc PO BOX 80356 Nashville TN 37208 N/A PC UNRESTRICTED GENERAL 50000 THE FUND FOR AMERICAN STUDIES 1706 NEW HAMPSHIRE AVENUE NW WASHINGTON DC 20009 N/A PC UNRESTRICTED GENERAL 50000 TENNESSEE FINANCIAL LITERACY COMMISSION TENNESSEE STATE CAPITOL 1ST FLR NASHVILLE TN 372430001 N/A PC UNRESTRICTED GENERAL 25000 VANDERBILT UNIVERSITY MEDICAL CENTER 1161 21ST AVENUE S NASHVILLE TN 37232 N/A PC UNRESTRICTED GENERAL 60000 YMCA FOUNDATION OF MIDDLE TENNESSEE 1000 CHURCH STREET NASHVILLE TN 372033420 N/A PC UNRESTRICTED GENERAL 100000 JOHANN FUST LIBRARY FOUNDATION 1040 WEST 10TH STREET BOCA GRANDE FL 22811 N/A PC UNRESTRICTED GENERAL 25000 LIPSCOMB UNIVERSITY 1 UNIVERSITY PARK DRIVE NASHVILLE TN 372043951 N/A PC UNRESTRICTED GENERAL 25000 MONTGOMERY BELL ACADEMY AT U-NASHVILLE 4001 HARDING PIKE NASHVILLE TN 372051956 N/A PC UNRESTRICTED GENERAL 566000 ENSWORTH SCHOOL 7401 HIGHWAY 100 NASHVILLE TN 372213601 N/A PC UNRESTRICTED GENERAL 100000 ST GEORGE'S INDEPENDENT SCHOOL 1880 WOLF RIVER BLVD COLLIERVILLE TN 380179052 N/A PC UNRESTRICTED GENERAL 15000 BARRIER ISLANDS PARKS SOCIETY PO BOX 637 BOCA GRANDE FL 339210637 N/A PC UNRESTRICTED GENERAL 25000 NAPLES CHILDREN & EDUCATION FOUNDATION 4305 EXCHANGE AVENUE NAPLES FL 34104 N/A PC UNRESTRICTED GENERAL 100000 TENNESSEE STATE PARKS CONSERVANCY 312 ROSA L PARKS AVENUE NASHVILLE TN 37243 N/A PC UNRESTRICTED GENERAL 275000 JAZZ AT ASPEN SNOWMASS 110 E HALLAM STREET ASPEN CO 81611 N/A PC UNRESTRICTED GENERAL 35000 ASPEN ART MUSEUM 637 E HYMAN AVENUE ASPEN CO 816111922 N/A PC UNRESTRICTED GENERAL 35000 1892000 14 897062 18 749205 1646267 1646267 false false false false false false false false false false TAX PREPARATION FEE 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 893377 4784306 30231G102 EXXON MOBIL CORP 12454 3008500 437076102 HOME DEPOT INC 320340 3268950 191216100 COCA COLA COM 35625 3495500 742718109 PROCTER & GAMBLE CO 530170 1433100 931142103 WALMART INC 170533 4456400 110122108 BRISTOL-MYERS SQUIBB 79184 1348500 58933Y105 MERCK AND CO INC SHS 249179 1578900 717081103 PFIZER INC 28164 996000 949746101 WELLS FARGO & CO 628875 2796000 458140100 INTEL CORP 161375 1476000 594918104 MICROSOFT CORP 316023 4110770 718172109 PHILIP MORRIS INTL I 705802 1283200 81369Y803 ST STRT TECHNOLOGY S 929114 3838240 369604301 GE AEROSPACE 38700 2011436 19766P678 COLUMBIA SMALL CAP I 600000 986806 19766P728 COLUMBIA MIDCAP INDE 1200000 2195473 36266G107 GE HEALTHCARE TECHNO 12796 178476 36828A101 GE VERNOVA INC 9830 1066626 XXX-XX-XXXX BLEDSOE COUNTY, TN M 14576 14576 0 9O0099259 OIL GAS OR OTHER MIN 1 1 100 MINERAL EXPENSE 9 9 0 EXCISE TAX - PRIOR YEAR 774 0 0 FEDERAL ESTIMATES - PRINCIPAL 21124 0 0