Carpenters TENNESSEE DISTRICT COUNCIL LM2 #533-902 (7/1/2004-6/30/2005)
 
U.S. Department of Labor
Employment Standards Administration
Office of Labor-Management Standards
Washington, DC 20210 		FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT Form Approved
Office of Management and Budget
No. 1215-0188
Expires: 11-30-2006
MUST BE USED BY LABOR ORGANIZATIONS WITH $250,000 OR MORE IN TOTAL ANNUAL RECEIPTS AND LABOR ORGANIZATIONS IN TRUSTEESHIP

 
This report is mandatory under P.L. 86-257, as amended.  Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440..
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.
For Official Use Only 1. FILE NUMBER
533-902
2. PERIOD COVERED
From 7/1/2004
Through 6/30/2005
3. (a) AMENDED - Is this an amended report:
 		 No
  (b) HARDSHIP - Filed under the hardship procedures:
 		 No
  (c) TERMINAL - This is a terminal report: No
4. AFFILIATION OR ORGANIZATION NAME
CARPENTERS IND
 
5. DESIGNATION (Local, Lodge, etc.)
DISTRICT COUNCIL
 		 6. DESIGNATION NBR

 
7. UNIT NAME (if any)
TENNESSEE
 
8. MAILING ADDRESS (Type or print in capital letters)
First Name
JAMES
 		 Last Name
KERLEY
 
P.O Box - Building and Room Number

 
Number and Street
2544 ELM HILL PIKE
City
NASHVILLE
State
TN		 ZIP Code + 4
37214-3106


9. Are your organization's records kept at its mailing address?


 		 Yes

 
Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section V on penalties in the instructions.)
26. SIGNED: David W Park PRESIDENT 27. SIGNED: James : Kerley TREASURER
Date: Sep 28, 2005 Contact Info:   Date: Sep 28, 2005 Contact Info:  
Form LM-2 (Revised 2003)

 
ITEMS 10 THROUGH 21 FILE NUMBER: 533-902
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries? Yes
11. During the reporting period did the labor organization have a Political Action Committee (PAC) fund? Yes
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative? Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.) No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds? $410,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale? No
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period? Yes
17. Did the labor organization have any contingent liabilities at the end of the reporting period? No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions? No
19. What is the date of the labor organization's next regular election of officers? August 2005
20. How many members did the labor organization have at the end of the reporting period? 2,599
21. What ar the labor organization's rates of dues and fees?
 
Rates of Dues and Fees
Dues/Fees Amount   Unit Minimum Maximum
(a) Regular Dues/Fees 0 per Month 0 0
(b) Working Dues/Fees 4% per Gross Wage    
(c) Initiation Fees 0 per   0 0
(d) Transfer Fees 0 per 0 0 0
(e) Work Permits 0 per 0 0 0

 
Form LM-2 (Revised 2003)

 
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 533-902

 
ASSETS
 
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash   $1,242,254 $999,546
23. Accounts Receivable 1 $128,614 $58,693
24. Loans Receivable 2 $21,787 $20,875
25. U.S. Treasury Securities   $0 $0
26. Investments 5 $5,000 $5,000
27. Fixed Assets 6 $1,050,895 $849,706
28. Other Assets 7 $36,114 $0
29. TOTAL ASSETS   $2,484,664 $1,933,820

 
LIABILITIES
 
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable 8 $242,897 $183,682
31. Loans Payable 9 $179,474 $68,321
32. Mortgages Payable   $389,591 $377,680
33. Other Liabilities 10 $0 $0
34. TOTAL LIABILITIES   $811,962 $629,683
   
35. NET ASSETS $1,672,702 $1,304,137
Form LM-2 (Revised 2003)

 
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 533-902

 
CASH RECEIPTS SCH AMOUNT
36. Dues and Agency Fees   $0
37. Per Capita Tax   $0
38. Fees, Fines, Assessments, Work Permits   $1,602,178
39. Sale of Supplies   $0
40. Interest   $31,428
41. Dividends   $0
42. Rents   $0
43. Sale of Investments and Fixed Assets 3 $119,373
44. Loans Obtained 9 $21,979
45. Repayments of Loans Made 2 $912
46. On Behalf of Affiliates for Transmittal to Them   $0
47. From Members for Disbursement on Their Behalf   $0
48. Other Receipts 14 $103,655
49. TOTAL RECEIPTS   $1,879,525
CASH DISBURSEMENTS SCH AMOUNT
50. Representational Activities 15 $790,885
51. Political Activities and Lobbying 16 $36,036
52. Contributions, Gifts, and Grants 17 $12,907
53. General Overhead 18 $305,376
54. Union Administration 19 $390,014
55. Benefits 20 $333,145
56. Per Capita Tax   $16,892
57. Strike Benefits   $0
58. Fees, Fines, Assessments, etc.   $0
59. Supplies for Resale   $0
60. Purchase of Investments and Fixed Assets 4 $17,430
61. Loans Made 2 $0
62. Repayment of Loans Obtained 9 $133,132
63. To Affiliates of Funds Collected on Their Behalf   $0
64. On Behalf of Individual Members   $0
65. Direct Taxes   $87,656
  
66. Subtotal   $2,123,473
67. Withholding Taxes and Payroll Deductions    
  67a. Total Withheld $202,751    
  67b. Less Total Disbursed $201,511    
  67c. Total Withheld But Not Disbursed   $1,240
68. TOTAL DISBURSEMENTS   $2,122,233
Form LM-2 (Revised 2003)

 
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 533-902

 
Entity or Individual Name
(A) 		Total Account Receivable
(B) 		90-180 Days
Past Due
(C) 		180+ Days
Past Due
(D) 		Liquidated Account
Receivable
(E)
Totals from all other accounts receivable $58,693     $0
TOTALS (Column (B) Total will be automatically entered in Item 23, Column (B)) $58,693 $0 $0 $0
Form LM-2 (Revised 2003)

 
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 533-902

 
List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regarless of amount.
(A) 		Loans
Outstanding at
Start of Period
(B) 		Loans Made
During Period
(C) 		Cash
(D)(1) 		Other Than Cash
(D)(2) 		Loans
Outstanding at
End of Period
(E)
Total of loans not listed above         $0
Total of all lines $21,787 $0 $912 $0 $20,875
Totals will be automatically entered in... Item 24
Column (A)		 Item 61 Item 45 Item 69
with Explanation		 Item 24
Column (B)
Name: Jim Sullivan
Purpose: Sale of a Building
Security: Building
Terms: 59 Months, 7%
 		 $21,787 $0 $912 $0 $20,875
Form LM-2 (Revised 2003)

 
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 533-902

 
Description (if land or buildings give location)
(A) 		Cost
(B) 		Book Value
(C) 		Gross Sales Price
(D) 		Amount Received
(E)
Total of all lines $276,172 $83,828 $119,373 $119,373
Autos $192,344 $0 $35,545 $35,545
Building - 910 Sahara Dr. Clevland, TN 37311 $83,828 $83,828 $83,828 $83,828
  14. Less Reinvestments $0
(Net Sales total will automatically entered in Item 43) 15. Net Sales $119,373
Form LM-2 (Revised 2003)

 
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 533-902

 
Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines $38,225 $38,225 $17,430
Kombo Coil 200 Binding Machine $888 $888 $888
Autos $24,795 $24,795 $4,000
Computer equipment $12,542 $12,542 $12,542
  14. Less Reinvestments $0
(Net Purchases total will automatically entered in Item 60) 15. Net Purchases $17,430
Form LM-2 (Revised 2003)

 
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 533-902

 
Description
(A) 		Amount
(B)
Marketable Securities  
1. Total Cost  
2. Total Book Value  
3. List each marketable security which has a book value over $5000 and exceeds 5% of Line 2.   
 
Other Investments  
4. Total Cost $5,000
5. Total Book Value $5,000
6. List each other investment which has a book value over $5000, of Line 5.  Also list each Trust which is an investment.   
  • Land and building, Cleveland, TN
$5,000
7. Total of Lines 2 and 5 (Total will be automatically entered in Item 26, Column(B)) $5,000
Form LM-2 (Revised 2003)

 
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 533-902

 
Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
1. 2544 Elm Hill Pike, Nashville, TN $90,000   $90,000 $90,000
3. 2544 Elm Hill Pike, Nashville, TN $671,585 $71,300 $600,285 $600,285
5. Automobiles and Other Vehicles $400,880 $328,984 $71,896 $71,896
6. Office Furniture and Equipment $340,955 $253,430 $87,525 $87,525
7. Other Fixed Assets $0 $0 $0 $0
8. Totals of Lines 1 through 7 (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,503,420 $653,714 $849,706 $849,706
Form LM-2 (Revised 2003)

 
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 533-902

 
There was no data found for this schedule.

 
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 533-902

 
Entity or Individual Name
(A) 		Total Account
Payable
(B) 		90-180 Days
Past Due
(C) 		180+ Days Past
Due
(D)
 		 Liquidated Account
(E)
Total from all other accounts payable $16,183 $0 $0 $0
Total Accounts Payable (Column(B) Total will be automatically entered in Item 30, Column(D)) $183,682 $0 $0 $0
International Union Organizing Grant $167,499 $0 $0 $0
Form LM-2 (Revised 2003)

 
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 533-902

 
Source of Loans Payable at Any
Time During the Reporting Period
(A) 		Loans Owed at
Start of Period
(B) 		Loans Obtained
During Period
(C) 		Repayment
During Period
Cash
(D)(1) 		Repayment
During Period
Other Than Cash
(D)(1) 		Loans Owed at
End of Period
(E)
Total Loans Payable $179,474 $21,979 $133,132 $0 $68,321
Totals will be automatically entered in... Item 31
Column (C)		 Item 44 Item 62 Item 69
with Explanation		 Item 31
Column (D)
Ford Credit $171,589 $21,979 $130,535 $0 $63,033
Marlin Leasing $7,885 $0 $2,597 $0 $5,288
Form LM-2 (Revised 2003)

 
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 533-902

 
There was no data found for this schedule.

 
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 533-902

 
  (A)
Name		 (B)
Title		 (C)
Status		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances
Disbursed 		(F)
Disbursements for Official Business 		(G)
Other
Disbursements not reported in
(D) thru (F) 		(H)
TOTAL
A
B
C 		William   D   Trotter
Vice-President
C		 $78,938 $2,417 $4,986 $0 $86,341
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		1 % Schedule 19
Administration 		2 %
A
B
C 		James   L   Kerley
Exec Sec/Treasurer
N		 $87,689 $9,500 $8,015 $0 $105,204
I
Schedule 15
Representational Activities 		69 % Schedule 16
Political Activities and Lobbying 		11 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		20 %
A
B
C 		Charles   D   Maples
Exec Sec/Treasure
P		 $17,789 $1,596 $1,546 $0 $20,931
I
Schedule 15
Representational Activities 		69 % Schedule 16
Political Activities and Lobbying 		11 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		20 %
A
B
C 		Timothy   A   Brown
Executive Committee
C		 $57,192 $2,700 $2,891 $0 $62,783
I
Schedule 15
Representational Activities 		82 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		2 % Schedule 19
Administration 		14 %
A
B
C 		David   W   Park
President
C		 $58,473 $2,200 $4,538 $0 $65,211
I
Schedule 15
Representational Activities 		67 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		4 % Schedule 19
Administration 		29 %
A
B
C 		James     Meadows
Conductor
C		 $0 $0 $0 $0 $0
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		George   W   Burks
Conductor
C		 $0 $0 $0 $0 $0
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Jason   T   Helton
Executive Committee
N		 $0 $0 $0 $0 $0
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
Total Officer Disbursements $300,081 $18,413 $21,976 $0 $340,470
Less Deductions         $92,960
Net Disbursements         $247,510
Form LM-2 (Revised 2003)

 
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 533-902

 
  (A)
Name		 (B)
Title		 (C)
Other Payer		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances Disbursed 		(F)
Disbursements for Official Business 		(G)
Other Disbursements not reported in
(D) thru (F) 		(H)
TOTAL
A
B
C 		Gerardo   C   Carrero
Organizer
C		 $57,587 $5,150 $5,805 $0 $68,542
I
Schedule 15
Representational Activities 		91 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		2 % Schedule 19
Administration 		6 %
A
B
C 		Harold   E   Carter
Organizer
C		 $57,587 $1,500 $5,817 $0 $64,904
I
Schedule 15
Representational Activities 		88 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		12 %
A
B
C 		Robert   H   Helton
Senior Organizer
C		 $61,727 $5,400 $4,326 $0 $71,453
I
Schedule 15
Representational Activities 		76 % Schedule 16
Political Activities and Lobbying 		6 % Schedule 17
Contributions 		1 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		17 %
A
B
C 		Kim   R   Wolfe
Organizer
C		 $57,587 $5,400 $5,756 $0 $68,743
I
Schedule 15
Representational Activities 		87 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		12 %
A
B
C 		Michael   N   Boner
Business Representative
C		 $57,587 $1,900 $3,443 $0 $62,930
I
Schedule 15
Representational Activities 		86 % Schedule 16
Political Activities and Lobbying 		6 % Schedule 17
Contributions 		1 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		7 %
A
B
C 		Roger   D   Graham
Business Representative
C		 $57,587 $2,500 $5,785 $0 $65,872
I
Schedule 15
Representational Activities 		59 % Schedule 16
Political Activities and Lobbying 		4 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		7 % Schedule 19
Administration 		30 %
A
B
C 		Larry   V   Kerley
Business Representative
C		 $57,587 $2,400 $5,027 $0 $65,014
I
Schedule 15
Representational Activities 		75 % Schedule 16
Political Activities and Lobbying 		2 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		23 %
A
B
C 		Kenneth   H   McCormick
Business Representative
C		 $57,587 $800 $5,131 $0 $63,518
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		1 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		3 %
A
B
C 		Carol   A   Goolsby
Office Manager
C		 $40,502 $0 $288 $0 $40,790
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Brandy   N   Denning
Dispatch Administrator
C		 $31,712 $0 $21 $0 $31,733
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Victor   G   White
Organizer
C		 $30,024 $900 $3,768 $0 $34,692
I
Schedule 15
Representational Activities 		73 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		2 % Schedule 19
Administration 		25 %
A
B
C 		Missy   E   Allen
Former Office Manager
P		 $35,158 $0 $1,091 $40 $36,289
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
TOTALS RECEIVED BY EMPLOYEES MAKING LESS THAN $10000 $10,831 $100 $3,939 $0 $14,870
I Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
Total Employee Disbursements $613,063 $26,050 $50,197 $40 $689,350
Less Deductions         $163,775
Net Disbursements         $525,575
Form LM-2 (Revised 2003)

 
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 533-902

 
Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members 2,599  
Agency Fee Payers*    
Total Members/Fee Payers 2,599  
*Agency Fee Payers are not considered members of the labor organization.
Disabled 39 Yes
Apprentice 183 Yes
Retired 236 Yes
Honorary 274 Yes
Military 6 Yes
Journeyman 1,861 Yes
Form LM-2 (Revised 2003)

 
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 533-902

 
SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts $72,842
2. Named Payer Non-itemized Receipts $0
3. All Other Receipts $30,813
4. Total Receipts $103,655
     
     
 
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements $0
2. Named Payee Non-itemized Disbursements $0
3. To Officers $0
4. To Employees $1,344
5. All Other Disbursements $11,563
6. Total Disbursements $12,907
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements $8,126
2. Named Payee Non-itemized Disbursements $26,560
3. To Officers $265,093
4. To Employees $461,646
5. All Other Disbursements $29,460
6. Total Disbursements $790,885
 
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements $66,890
2. Named Payee Non-itemized Disbursements $193,694
3. To Officers $4,727
4. To Employees $6,676
5. All Other Disbursements $33,389
6. Total Disbursements $305,376
     
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements $0
2. Named Payee Non-itemized Disbursements $0
3. To Officers $15,993
4. To Employees $14,005
5. All Other Disbursements $6,038
6. Total Disbursement $36,036
 
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements $20,727
2. Named Payee Non-itemized Disbursements $34,722
3. To Officers $54,655
4. To Employees $205,678
5. All Other Disbursements $74,232
6. Total Disbursements $390,014
Form LM-2 (Revised 2003)

 
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 533-902

 
Name and Address
(A)
UBC - Training Center

6801 Placid St.
Las Vegas
NV
89193
Type or Classification
(B)
Training Facility
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $12,571
Total Non-Itemized Transactions  
Total of All Transactions $12,571
Reimbursement 01/05/2005 $12,571
Name and Address
(A)
Tri State Carpenters

6260 - A Dayton Blvd
Hixson
TN
37343
Type or Classification
(B)
Pension Benefit
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $8,792
Total Non-Itemized Transactions  
Total of All Transactions $8,792
UBC-Pension Refund 03/29/2005 $8,792
Name and Address
(A)
Carpenters International Union

101 Constitution Ave., NW
Washingtion
DC
 
Type or Classification
(B)
International Union
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $51,479
Total Non-Itemized Transactions  
Total of All Transactions $51,479
Refund 06/30/2005 $51,479
Form LM-2 (Revised 2003)

 
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 533-902

 
Name and Address
(A)
Wingate Inn

800 Royal Parkway
Nashville
TN
37214
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $5,952
Total of All Transactions $5,952
Name and Address
(A)
Sheffield Heights

700 Airways Circle
Nashville
TN
37214
Type or Classification
(B)
Hotel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $11,238
Total of All Transactions $11,238
Name and Address
(A)
Goodwin, Morris, Laurenzi & Bloomfield
3290
50 N. Front St.
Memphis
TN
38173-0290
Type or Classification
(B)
Law Firm
Purpose
(C)