2025-11-17T19:13:29-06:00 2024-12-31 MAX A PIWONKA CPA 5100 WHEELIS DRIVE SUITE 106 MEMPHIS TN 38117 990PF 2024-01-01 626345910 THE ALBERT JAY MARTIN FAMILY FOUNDATION % PATRICIA B STRINGER ALBE 9018503000 140 CRESCENT DRIVE COLLIERVILLE TN 38017 STAN C TURK TRUSTEE 9016031168 2025-11-17 true MAX A PIWONKA P00710649 9014919863 X 2024 2025-03-06 01:10:19Z X 6401451 X 0 X 1228 1228 133791 133791 320373 1358579 320373 455392 455392 0 58000 73709 73709 131709 73709 0 60000 60000 191709 73709 60000 263683 381683 0 523733 162963 162963 3597153 4221606 6238488 4120886 4384569 6401451 0 0 X 4120886 4384569 4120886 4384569 4120886 4384569 4120886 263683 4384569 4384569 21 SHS SPDR HEALTH CARE SELECT P 2024-04-10 2024-04-30 2951 2976 -25 -25 1080 SHS SPDR HEALTH CARE SELECT P 2024-04-10 2024-05-13 154679 153055 1624 1624 14 SHS JOHNSON CONTROLS INTERNATIONAL P 2023-05-18 2024-04-30 913 877 36 36 73 SHS APPLE INCORPORATED P 2023-01-27 2024-04-30 12694 10598 2096 2096 84 SHS BROADCOM INCORPORATED P 2023-01-27 2024-04-10 111299 49931 61368 61368 2 SHS BROADCOM INCORPORATED P 2023-01-27 2024-04-30 2651 1189 1462 1462 14 SHS CME GROUP INCORPORATED P 2023-01-27 2024-04-30 2921 2459 462 462 2 SHS CME INCORPORATED P 2023-03-02 2024-04-30 417 367 50 50 8 SHS CISCO SYSTEMS INCORPORATED P 2023-03-02 2024-04-30 378 386 -8 -8 20 SHS COMCAST CORPORATION P 2019-09-04 2024-04-30 764 895 -131 -131 1 SH DARDEN RESTAURANTS INCORPORATED 2023-01-27 2024-04-30 154 149 5 5 6 SHS HOME DEPOT INCORPORATED P 2023-01-27 2024-04-30 2003 1883 120 120 54 SHS JP MORGAN CHASE & COMPANY P 2023-01-27 2024-04-30 10442 7566 2876 2876 25 SHS JOHNSON & JOHNSON P 2010-08-26 2024-04-10 3756 1448 2308 2308 220 SHS JOHNSON & JOHNSON P 2010-08-26 2024-04-10 33056 12737 20319 20319 517 SHS JOHNSON & JOHNSON P 2023-01-27 2024-04-10 77681 86954 -9273 -9273 274 SHS JOHNSON & JOHNSON P 2023-03-02 2024-04-10 41170 41629 -459 -459 25 SHS MERCK & COMPANY INCORPORATED P 2023-01-27 2024-04-30 3266 2649 617 617 7 SHS MOTOROLA SOLUTIONS INCORPORATED P 2023-01-27 2024-04-30 2397 1789 608 608 4 SHS MOTOROLA SOLUTIONS INCORPORATED P 2023-03-02 2024-04-30 1369 1049 320 320 13 SHS UNION PAC CORPORATION P 2023-01-27 2024-04-30 3095 2624 471 471 27 SHS VERIZON COMMUNICATIONS INCORPORATED P 2023-01-27 2024-04-30 1069 1088 -19 -19 352 SHS EATON CORPORATION PLC P 2023-01-27 2024-04-10 110640 56869 53771 53771 17 SHS EATON CORPORATION PLC P 2023-03-02 2024-04-10 5343 2949 2394 2394 15 SHS MEDTRONIC PLC P 2023-01-27 2024-04-30 1208 1231 -23 -23 18 SHS CHUBB LIMITED (SWITZERLAND) P 2023-01-27 2024-04-30 4476 4102 374 374 4332 SHS CISCO SYSTEMS P 2023-03-02 2024-07-15 204754 182588 22166 22166 253 SHS CHUBB LIMITED (SWITZERLAND) P 2023-01-27 2024-08-14 67904 57651 10253 10253 162 SHS BROADCOM INCORPORATED P 2023-01-27 2024-08-29 25844 9629 16215 16215 6 SHS CHUBB LIMITED (SWITZERLAND) P 2023-01-27 2024-08-29 1671 1367 304 304 227 SHS CME GROUP INCORPORATED P 2023-01-27 2024-08-29 48893 18214 30679 30679 185 SHS HOME DEPOT P 2023-03-02 2024-08-29 69112 28618 40494 40494 89 SHS MICROSOFT CORPORATION P 2012-11-07 2024-08-29 36618 2599 34019 34019 45 SHS MOTOROLA SOLUTIONS P 2023-03-02 2024-08-29 19550 11504 8046 8046 9 SHS PUBLIC SERVICE ENTERPRISE P 2024-04-30 2024-08-29 729 623 106 106 18 SHS VERIZON COMMUNICATIONS P 2023-01-27 2024-08-29 749 725 24 24 757 SHS WALMART INCORPORATED P 2023-01-27 2024-08-29 57745 34899 22846 22846 551 SHS MARATHON PETROLEUM P 2023-03-02 2024-10-01 89201 26895 62306 62306 2260 SHS DEVON ENERGY CORPORATION P 2023-01-27 2024-10-01 88363 148640 -60277 -60277 1449 SHS DEVON ENERGY CORPORATION 2024-08-29 2024-10-01 56654 64805 -8151 -8151 320373 5305 5305 5305 6432 0 6432 1127 1127 false false false false true false false false true true false false false false true PATRICIA B STRINGER 9014098013 140 CRESCENT DRIVE COLLIERVILLE TN 38017 false false false false false false false false false false false false false false false false false false false false false false false ALBERT JAY MARTIN 2937 JOHNSON ROAD GERMANTOWN TN 38139 TRUSTEE 0 0 0 0 SANDRA MARTIN 2937 JOHNSON ROAD GERMANTOWN TN 38139 TRUSTEE 0 0 0 0 MEREDITH MARTIN 441 PACIFIC STREET BROOKLYN NM 11217 TRUSTEE 0 0 0 0 ALBERT JAY MARTIN JR 4344 TUCKAHOE ROAD MEMPHIS TN 38117 TRUSTEE 0 0 0 0 STAN C TURK 140 CRESCENT DRIVE COLLIERVILLE TN 38017 TRUSTEE 0 0 0 0 2377095 225644 0 2602739 0 2602739 39041 2563698 128185 128185 5305 5305 122880 122880 122880 60000 0 0 0 0 60000 122880 0 2022 2021 2020 0 2679835 492443 1030291 1805927 889121 6897617 60000 0 60000 0 62880 62880 6834737 0 0 0 0 2616955 4217782 492443 1030291 1805927 889121 ALBERY JAY MARTIN X NEW MEMPHIS INSTITUTE 516 TENNESSEE STREET SUITE 301 MEMPHIS TN 38103 UNRELATED PC TO SUPPORT THE OPERATIONS OF NEW MEMPHIS INSTITUTE 25000 BALMORAL BAPTIST CHURCH 2676 KIRBY ROAD MEMPHIS TN 38119 UNRELATED PC TO SUPPORT THE OPERATIONS OF BALMORAL BAPTIST CHURCH 20000 THRIVE MEMPHIS 6560 POPLAR AVENUE SUITE B MEMPHIS TN 38138 UNRELATED PC TO SUPPORT THE OPERATIONS OF THRIVE MEMPHIS 10000 YADKIN ARTS COUNCIL 226 E MAIN STREET YADKINVILLE NC 27055 UNRELATED PC TO SUPPORT THE OPERATIONS OF YADKIN ATRS COUNCIL 5000 60000 14 1228 14 133791 18 320373 455392 455392 false false false false false false false false false false ACCOUNTING FEES 1815 SHS APPLE 151323 470539 1061 SHS CME GROUP 119641 189964 CISCO SYSTEMS 0 0 3937 SHS COMCAST 161604 147756 591 SHS HOME DEPOT 119145 229893 1643 SHS JP MORGAN CHASE 170760 393844 1141 SHS JOHNSON & JOHNSON 172898 165011 1291 SHS MARATHON PETROLEUM 139938 180095 837 SHS MICROSOFT CORPORATION 63207 352796 445 SHS UNION PAC CORPORATION 94567 105126 720 SHS AIR PRODUCTS 223058 208829 1177 SHS BEST BUY 107946 109652 2538 SHS BROADCOM LIMITED 150862 588410 933 SHS CHUBB LIMITED 149482 181253 981 SHS DARDEN RESTAURANTS INC 156412 195651 DEVON ENERGY CORP 0 0 1221 SHS EATON CORP 209908 405213 1760 SHS JOHNSON CONTROLS 118456 147915 1737 SHS MEDTRONIC 143099 138751 2354 SHS MERCK & CO 257473 234176 1009 SHS MOTOROLA SOLUTIONS 257935 466390 2456 SHS VERIZON 134958 132927 1541 SHS WALMART 184745 350919 781 SHS ANALOG DEVICES 186854 165931 1932 SHS FIDELITY NATL INFO 150198 156048 1256 SHS NEXTERA ENERGY 88573 90043 1227 SHS PUBLIC SVC ENTERPRISE 88397 103669 3009 SHS REALTY INCOME CORP 190292 160711 330 SHS UNITEDHEALTH GROUP 190033 166934 UNIDENTIFIED BASIS DIFERENCES 39842 42 INVESTMENT MANAGEMENT FEES 73709 73709 EXCISE TAX REFUND 0 SECTION 4940 EXCISE TAX 58000