2026-05-14T09:46:58-04:00 2025-12-31 814693463 RIVERFRONT ADVISORS 480 JAMES ROBERTSON PKWY NASHVILLE TN 37219 990PF 2025-01-01 621768433 THE JOHN AND HEIDI HASSENFELD FAMILY FOUNDATION JOHN 6153523299 5009 HILL PLACE DR NASHVILLE TN 372052706 JOHN HASSENFELD TRUSTEE 6153523299 2026-05-13 true LORI A AMUNDSON P00427575 6157422525 2026-05-13 2025 2025-03-06 01:10:19Z X 609994 X 363561 697 697 697 6666 6666 6666 61024 94181 61024 130 23 130 432078 68410 7493 2321 2 2 2323 2 0 102222 102222 104545 2 102222 327533 68408 7493 53680 50809 50809 52623 121524 559185 106303 172333 609994 0 X 106303 172333 106303 172333 106303 172333 106303 327533 70441 504277 331944 172333 SEE ATTACHED - MORGAN STANLEY P 52732 5651 47081 47081 SOUTHERN COMPANY P 2021-07-01 2025-08-28 41449 27506 13943 13943 61024 951 951 951 507 507 X 17 461 false false false false false false false true true TN true false false false false true N/A JOHN HASSENFELD 6153523299 5009 HILL PLACE DR NASHVILLE TN 372052706 false false false false false false false false false false false false false false false false false false false false JOHN HASSENFELD 5009 HILL PLACE DRIVE NASHVILLE TN 37205 TRUSTEE 1.00 0 0 0 HEIDI HASSENFELD 5009 HILL PLACE DRIVE NASHVILLE TN 37205 TRUSTEE 1.00 0 0 0 NONE NONE N/A 259390 52274 0 311664 311664 4675 306989 15349 15349 951 951 14398 14398 14398 102222 102222 14398 84315 107854 43907 62154 41007 339237 102222 14398 87824 427061 0 84315 342746 107854 43907 62154 41007 87824 JOHN HASSENFELD X ABE'S GARDEN 115 WOODMONT BLVD NASHVILLE TN 37205 NONE PC GENERAL PURPOSE 1000 AGEWELL MIDDLE TENNESSE 3511 BELMONT BLVD NASHVILLE TN 37215 NONE PC GENERAL PURPOSE 90 AKIVA SCHOOL 809 PERCY WARNER BLVD NASHVILLE TN 37205 NONE PC GENERAL PURPOSE 1440 ALIVE HOSPICE 1718 PATTERSON STREET NASHVILLE TN 37203 NONE PC GENERAL PURPOSE 5000 AMERICAN FRIENDS OF ISRAEL PO BOX 562 WEST HEMPSTEAD NY 11552 NONE PC GENERAL PURPOSE 1800 BOULEVARD BOLT 222 BELLE MEADE BLVD NASHVILLE TN 37205 NONE PC GENERAL PURPOSE 405 CENTRAL TEXAS FOOD BANK 6500 METROPOLIS DRIVE AUSTIN TX 78744 NONE PC GENERAL PURPOSE 1000 CHEEKWOOD 1200 FORREST PARK DR NASHVILLE TN 37205 NONE PC GENERAL PURPOSE 342 CONGREGATION SHERITH ISRAEL 3600 WEST END AVE NASHVILLE TN 37205 NONE PC GENERAL PURPOSE 2000 CROSSROADS CAMPUS 1757 16TH AVE N NASHVILLE TN 37208 NONE PC GENERAL PURPOSE 108 GILDA'S CLUB NASHVILLE 1707 DIVISION STREET NASHVILLE TN 37203 NONE PC GENERAL PURPOSE 1000 GORDON JCC 801 PERCY WARNER BLVD NASHVILLE TN 37205 NONE PC GENERAL PURPOSE 2990 JEWISH FAMILY SERVICES 801 PERCY WARNER BLVD STE 103 NASHVILLE TN 37205 NONE PC GENERAL PURPOSE 1198 JEWISH FEDERATION OF NASHVILLE 801 PERCY WARNER BLVD STE 101 NASHVILLE TN 37205 NONE PC GENERAL PURPOSE 30770 MARY QUEEN OF ANGELS 34 WHITE BRIDGE PIKE NASHVILLE TN 37205 NONE PC GENERAL PURPOSE 108 MUSICIANS ON CALL 618 GRASSMERE PARK 1 NASHVILLE TN 37211 NONE PC GENERAL PURPOSE 72 NASHVILLE DOPHINS 95 WHITE BRIDGE PIKE 209 NASHVILLE TN 37205 NONE PC GENERAL PURPOSE 100 NASHVILLE REPERTORY THEATRE 161 RAINS AVE NASHVILLE TN 37203 NONE PC GENERAL PURPOSE 540 NASHVILLE RESCUE MISSION 639 LAFAYETTE STREET NASHVILLE TN 37203 NONE PC GENERAL PURPOSE 180 NASHVILLE ZOO AT GRASSMERE 3777 NOLENSVILLE PK NASHVILLE TN 37211 NONE PC GENERAL PURPOSE 1500 NATIONAL COUNCIL OF JEWISH WOMEN 801 PERCY WARNER BLVD NASHVILLE TN 37205 NONE PC GENERAL PURPOSE 1000 OASIS FOR ORPHANS PO BOX 1144 WHEATON IL 60187 NONE PC GENERAL PURPOSE 100 ROOM IN THE INN 705 DREXEL STREET NASHVILLE TN 37203 NONE PC GENERAL PURPOSE 1000 SECOND HARVEST FOOD BANK 331 GREAT CIRCLE RD NASHVILLE TN 37228 NONE PC GENERAL PURPOSE 680 SEXUAL ASSAULT CENTER 101 FRENCH LANDING DRIVE NASHVILLE TN 37228 NONE PC GENERAL PURPOSE 5000 TEMPLE BETH-EL 2179 HIGHLAND AVE BIRMINGHAM AL 35205 NONE PC GENERAL PURPOSE 108 THE ANDREW JACKSON FOUNDATION 4580 RACHELS LANE NASHVILLE TN 37076 NONE PC GENERAL PURPOSE 75 THE TEMPLE OHABAI SHOLOM 5015 HARDING PIKE NASHVILLE TN 37205 NONE PC GENERAL PURPOSE 2228 THISTLE FARMS INC 5122 CHARLOTTE PIKE NASHVILLE TN 37209 NONE PC GENERAL PURPOSE 500 UNIVERSITY SCHOOL OF NASHVILLE 2000 EDGEHILL AVENUE NASHVILLE TN 37212 NONE PC GENERAL PURPOSE 5350 VANDERBILT HILLEL 2421 VANDERBILT PL NASHVILLE TN 37212 NONE PC GENERAL PURPOSE 1000 VANDERBILT UNIVERSITY MEDICAL CENTE 1211 MEDICAL CENTER DR NASHVILLE TN 37232 NONE PC GENERAL PURPOSE 108 WEST END SYNAGOGUE 3810 WEST END AVE NASHVILLE TN 37205 NONE PC GENERAL PURPOSE 32530 YOUTH VILLAGES 3310 PERIMETER HILL DR NASHVILLE TN 37211 NONE PC GENERAL PURPOSE 900 102222 14 697 14 6666 14 23 18 61024 2023 IRS REFUND 41 107 68517 68517 false false false false false false false false false false X X 1 JOHN HASSENFELD 5009 HILL PLACE DR NASHVILLE TN 37205 324336 X 2 ETHAN R HASSENFELD 3421 AMADA AVE NASHVILLE TN 37215 39225 X 1 310 SHARES-ORACLE CORPORATION 61377 2025-12-26 2 125 SHARES OF ALPHABET INC 39225 2025-12-31 1 120 SHARES OF AMAZON INC 27350 2025-12-09 1 316 SHARES OF APPLE INC 87589 2025-12-09 1 168 SHARES OF HOME DEPOT INC 58005 2025-12-09 1 220 SHARES OF JOHNSON & JOHNSON 43991 2025-12-09 1 400 SHARES OF WALMART INC 46024 2025-12-09 ACCOUNTING FEES 2321 WELLS FARGO - SEE ATTACHED 86360 210836 MORGAN STANLEY - SEE ATTACHED 35164 348349 NON CASH CONTRIBUTION COST V FMV 331944 MORGAN STANLEY NON DIVIDEND 23 23 23 2023 IRS REFUND 107 107 PRIOR PERIOD INVESTMENT ADJUSTMENT 70441 MS - INVESTMENT FEES 2 2