2026-05-06T12:25:24-05:00 2025-12-31 881478669 CBIZ ADVISORS LLC 1221 BROADWAY SUITE 1925 NASHVILLE TN 37203 990PF 2025-01-01 461424804 WILLIAMS FAMILY FOUNDATION WILL 6152632910 659 THOMPSON LANE NASHVILLE TN 37204 DANA WILLIAMS TREASURER 6152632910 2026-05-05 1 BRYAN JONES P00368224 6152454000 2026-05-05 2025 2025-03-06 01:10:19Z X 1087885 X 450000 15623 15623 10595 43005 10595 476218 26218 0 0 0 2320 0 0 5330 5330 0 288 0 0 7938 5330 0 34900 34900 42838 5330 34900 433380 20888 54278 466770 466770 11105 10455 10455 533861 610660 610660 599244 1087885 1087885 0 0 X 0 0 0 0 599244 1087885 599244 1087885 599244 1087885 599244 433380 55261 1087885 0 1087885 SECURITIES SOLD 2024-06-17 2025-04-28 375 324 51 51 SECURITIES SOLD 2023-12-27 2025-04-28 39424 32086 7338 7338 CAPITAL GAINS DIVIDENDS P 3206 3206 3206 10595 290 0 290 0 290 0 0 0 0 0 0 290 0 0 0 0 0 0 0 0 0 0 0 1 TN 1 0 0 0 0 1 N/A BETSY MCNAIR 6152632916 659 THOMPSON LANE NASHVILLE TN 37204 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BILL WILLIAMS 659 THOMPSON LANE NASHVILLE TN 37204 PRESIDENT 10.00 0 0 0 DANA WILLIAMS 659 THOMPSON LANE NASHVILLE TN 37204 TREASURER & SECRETARY 10.00 0 0 0 SHAY WILLIAMS 659 THOMPSON LANE NASHVILLE TN 37204 DIRECTOR 10.00 0 0 0 NONE 0 NONE 0 0 572261 135652 0 707913 0 0 707913 10619 697294 34865 34865 290 290 34575 0 34575 0 34575 34900 0 34900 34575 49 0 0 34900 49 0 0 34575 276 0 0 276 0 0 0 0 0 0 0 276 276 X ALZHEIMERS ASSOCIATION 1801 WEST END AVE 200 NASHVILLE TN 37203 PC CHARITABLE SUPPORT 1000 BLUE MONARCH PO BOX 1207 MONTEGALE TN 37356 PC CHARITABLE SUPPORT 1000 BRENTWOOD ACADEMY 219 GRANNY WHITE PIKE BRENTWOOD TN 37027 PC CHARITABLE SUPPORT 1500 CUMBERLAND HEIGHTS FOUNDATION INC PO BOX 90727 NASHVILLE TN 37209 PC CHARITABLE SUPPORT 1000 FIRST ART MUSEUM 919 BROADWAY NASHVILLE TN 37203 PC CHARITABLE SUPPORT 1000 FLINT GLOBAL 144 N CEDAR AVE STE P COOKVILLE TN 38501 PC CHARITABLE SUPPORT 4000 FRIENDS OF RANDOR LAKE STATE PARK 1160 OTTER CREEK ROAD NASHVILLE TN 372201700 PC CHARITABLE SUPPORT 2000 FRIENDS OF WARNER PARKS 50 VAUGHN RD NASHVILLE TN 37221 PC CHARITABLE SUPPORT 500 HABITAT FOR HUMANITY 414 HARDING PLACE STE 110 NASHVILLE TN 37027 PC CHARITABLE SUPPORT 1000 METRO NASHVILLE PARKS FOUNDATION 511 OMAN STREET NASHVILLE TN 37220 PC CHARITABLE SUPPORT FOR COLEMAN REC CENTER 1000 MID CUMBERLAND MEALS ON WHEELS 1101 KERMIT DR NASHVILLE TN 37127 PC CHARITBALE SUPPORT 500 MONTGOMERY BELL ACADEMY OF THE UNIVERSTY OF NASHVILLE 4001 HARDING ROAD NASHVILLE TN 37205 PC CHARITABLE SUPPORT 1000 MOONLIGHT FOUNDATION 1400 VALE TERRACE DR VISTA CA 92084 PC CHARITABLE SUPPORT 500 NASHVILLE MASTERS GARDNERS PO BOX 41055 NASHVILLE TN 37204 PC CHARITABLE SUPPORT 2200 NASHVILLE RESUCE MISSION PO BOX 24661 NASHVILLE TN 372024661 PC CHARITABLE SUPPORT 2000 NEW BEGINNINGS 509 CRAIGHEAD STREET 100 NASHVILLE TN 37204 PC CHARITABLE SUPPORT 2000 PATRIOT FOUNDATION PO BOX 5069 PINEHURST NC 28374 PC CHARITABLE SUPPORT 1000 SISTERS IN CIRCLES 17 ZEPHYR DRIVE ASHVILLE NC 28806 PC CHARITABLE SUPPORT 5000 THE JUNIOR LEAGUE OF NASHVILLE INC 2202 CRESTMOOR RD NASHVILLE TN 37215 PC CHARITABLE SUPPORT 1000 VOICES FOR A SAFER TENNESSEE COALITION 4117 HILLSBORO PIKE STE 103 PMB 320 NASHVILLE TN 37215 PC CHARITABLE SUPPORT 200 WOODMONT CHRISTIAN CONTRIBUTION 3601 HILLSBORO PIKE NASHVILLE TN 372152112 PC CHARITABLE SUPPORT 5000 WORLD CENTRAL KITCHEN PO BOX 96538 WASHINGTON DC 20090 PC CHARITABLE SUPPORT 500 34900 0 14 15623 01 10595 0 26218 0 26218 0 0 0 0 0 0 0 0 0 0 X X 1 THE COMFORT GROUP INC & SUBSIDIARY 659 THOMPSON LANE NASHVILLE TN 37204 450000 X ACCOUNTING FEES 2320 0 0 MUTUAL FUNDS FMV 202658 202658 EXCHANGE-TRADED PRODUCTS FMV 408002 408002 UNREALIZED GAIN/(LOSS) IN INVESTMETNS 55261 INVESTMENT FEES 5330 5330 0 TAXES 267 0 0 ANNUAL FEE 21 0 0