Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
THE DAN AND MARGARET MADDOX CHARITABLE FUND
 

Number and street (or P.O. box number if mail is not delivered to street address)100 TAYLOR STREET NO A-20   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NASHVILLE, TN37208
A Employer identification number

23-7017790
B Telephone number (see instructions)

(615) 385-1006
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$48,932,323J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 237,481 237,481  
4 Dividends and interest from securities...... 524,400 524,400  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,385,863
b Gross sales price for all assets on line 6a 14,035,979
7 Capital gain net income (from Part IV, line 2)... 1,385,863
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 460,101 494,667  
12 Total. Add lines 1 through 11........ 2,607,845 2,642,411  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 135,667 0   115,317
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 24,248 0   20,610
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 17,300 0   0
c Other professional fees (attach schedule).... Click to see attachment 21,510 0   21,420
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 61,275 22,590   7,382
19 Depreciation (attach schedule) and depletion... 381 0  
20 Occupancy.............. 5,135 0   4,365
21 Travel, conferences, and meetings....... 5,358 0   4,554
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 428,199 402,295   20,557
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 699,073 424,885   194,205
25 Contributions, gifts, grants paid........ 1,516,420 1,516,420
26 Total expenses and disbursements. Add lines 24 and 25 2,215,493 424,885   1,710,625
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 392,352
b Net investment income (if negative, enter -0-) 2,217,526
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 491,354 1,068,966 1,068,966
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 3,436,079 Click to see attachment5,822,678 7,479,919
c Investments—corporate bonds (attach schedule)........ 4,831,822 Click to see attachment2,099,838 2,105,546
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 33,932,076 Click to see attachment34,240,256 38,277,543
14 Land, buildings, and equipment: basis bullet1,142
Less: accumulated depreciation (attach schedule) bullet793 730 349 349
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 42,692,061 43,232,087 48,932,323
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 42,692,061 43,232,087
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see instructions)...... 42,692,061 43,232,087
31 Total liabilities and net assets/fund balances (see instructions).. 42,692,061 43,232,087
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 42,692,061
2 Enter amount from Part I, line 27a..................... 2 392,352
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 163,391
4 Add lines 1, 2, and 3.......................... 4 43,247,804
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 15,717
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 43,232,087
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 2865 SH JPMORGAN CHASE & CO ALERIAN MLP P 2013-11-27 2014-09-29
b 212.168 SH NATIXIS GATEWAY FUND P   2014-08-25
c 9290.709 SH RIVERPARK ST HIGH YIELD FUND P   2014-08-28
d 8132.53 SH TORTOISE MLP & PIPELINE FUND P 2014-09-30 2014-12-30
e 2541.106 SH FPA CRESCENT PORTFOLIO FUND P   2014-05-06
7753.623 SH FPA CRESCENT PORTFOLIO FUND P   2014-08-25
7000 SH JPMORGAN CHAS & CO ALERIAN P   2014-05-01
22,060 SH JPMORGAN CHASE & CO ALERIAN P   2014-09-29
2069.679 SH NATIXIS GATEWAY FUND P   2014-05-06
22,846.784 SH NATIXIS GATEWAY FUND P   2014-08-25
7612.179 SH PIMCO ALL ASSET FUND P   2014-05-06
59,859.154 SH PIMCO ALL ASSET FUND P   2014-08-25
24,322.969 SH RIVERPARK ST HIGH YIELD FUND P 2013-09-27 2014-10-30
10,916 SH UBS AG JERSEY BRH E TRACS P 2013-07-26 2014-09-29
4663 SH UBS AG JERSEY BRH E TRACS P   2014-12-30
19,876 VANGUARD FTSE EMERGING MKTS P   2014-04-01
64,605.088 SH VANGUARD TOTAL BD MKT P   2014-05-06
7240.852 SH WHITEBOX TACTICAL OPP FUND P 2013-01-02 2014-05-06
19,505.494 WHITEBOX TACTICAL OPP FUND P 2013-01-02 2014-08-25
66.524 SH SMALL/MID CAP US EQUITY FUND P   2014-09-30
7567.885 SH CORE FIXED INCOME FUND P 2013-04-30 2014-08-29
19,718.695 SH CORE FIXED INCOME FUND P 2013-04-30 2014-10-31
54,108.551 SH DTC CREDIT OPPORTUNITY FUND P   2014-04-30
39,987.691 SH DTC CREDIT OPPORTUNITY FUND P   2014-08-29
20,261.221 SH DTC CREDIT OPPORTUNITY FUND P   2014-10-31
13,532.999 DTC CREDIT OPPORTUNITY FUND P   2014-11-28
51,479.866 SH DTC CREDIT OPPORTUNITY FUND P   2014-12-31
61,153.217 SH DTC EQUITY OPPORTUNITY FUND P   2014-04-30
19,842.103 SH SHORT DURATION FIXED INCOME FUND P 2013-04-30 2014-08-29
56,969.098 SHORT DURATION FIXED INCOME FUND P 2013-04-30 2014-10-31
35,181.281 SH SHORT DURATION FIXED INCOME FUND P 2013-04-30 2014-11-28
5125.616 SH SMALL/MID CAP US EQUITY FUND P   2014-04-30
22,617.617 SH SMALL/MID CAP US EQUITY FUND P   2014-09-30
4086.934 VANGUARD TOTAL BD MKT FUND P 2011-08-01 2014-05-06
20,680.147 SH VANGUARD TOTAL BD MKT FUND P 2011-08-01 2014-08-28
38,638.454 SH VANGUARD TOTAL BD MKT FUND P 2011-08-01 2014-10-30
22,956.841 SH VANGUARD TOTAL BD MKT FUND P 2011-08-01 2014-11-26
FROM K-1: INTERNATIONAL EQUITY CTF P    
FROM K-1: INTERNATIONAL EQUITY CTF P    
FROM K-1: DTC PRIVATE EQUITY IV, LP P    
FROM K-1: DTC PRIVATE EQUITY IV, LP P    
FROM K-1: DTC EQUITY OPPORTUNITY CTF P    
FROM K-1: DTC EQUITY OPPORTUNITY CTF P    
FROM K-1: SMALL/MID CAP US EQUITY CTF P    
FROM K-1: SMALL/MID CAP US EQUITY CTF P    
FROM K-1: METROPOLITAN REAL ESTATE PARTNERS P    
FROM K-1: METROPOLITAN REAL ESTATE PARTNERS P    
FROM K-1: METROPOLITAN REAL ESTATE PARTNERS SECONDARY P    
FROM K-1: DTC CREDIT OPPORTUNITY FUND P    
FROM K-1: DTC CREDIT OPPORTUNITY FUND P    
FROM K-1: DTC SHORT DURATION FIXED INCOME CTF P    
FROM K-1: DTC SHORT DURATION FIXED INCOME CTF P    
FROM K-1: CORE FIXED INCOME CTF P    
FROM K-1: CORE FIXED INCOME CTF P    
FROM 1099 - CAPITAL GAIN DISTRIBUTIONS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 151,027   130,618 20,409
b 6,306   6,038 268
c 93,000   92,910 90
d 135,000   153,405 -18,405
e 85,000   71,345 13,655
267,500   215,396 52,104
340,725   276,588 64,137
1,162,880   815,355 347,525
60,000   56,650 3,350
679,006   609,726 69,280
95,000   96,513 -1,513
765,000   723,273 41,727
242,500   243,230 -730
494,009   428,521 65,488
191,528   183,705 7,823
812,622   878,684 -66,062
696,443   716,985 -20,542
95,000   83,125 11,875
248,500   223,923 24,577
3,095   3,648 -553
73,500   75,908 -2,408
191,000   197,750 -6,750
800,000   775,241 24,759
600,000   581,070 18,930
300,000   296,568 3,432
200,000   198,846 1,154
750,000   761,137 -11,137
815,000   751,320 63,680
130,000   131,868 -1,868
372,000   378,104 -6,104
229,500   233,528 -4,028
240,000   224,402 15,598
1,052,382   1,022,806 29,576
44,057   44,384 -327
225,000   224,586 414
420,000   419,614 386
250,000   249,311 689
    2,261 -2,261
227,490     227,490
8,266     8,266
21,658     21,658
    22,792 -22,792
199,015     199,015
    31,379 -31,379
170,617     170,617
    850 -850
4,103     4,103
12,089     12,089
1,902     1,902
13,561     13,561
    1,256 -1,256
    14,865 -14,865
391     391
    632 -632
60,307     60,307
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       20,409
b       268
c       90
d       -18,405
e       13,655
      52,104
      64,137
      347,525
      3,350
      69,280
      -1,513
      41,727
      -730
      65,488
      7,823
      -66,062
      -20,542
      11,875
      24,577
      -553
      -2,408
      -6,750
      24,759
      18,930
      3,432
      1,154
      -11,137
      63,680
      -1,868
      -6,104
      -4,028
      15,598
      29,576
      -327
      414
      386
      689
      -2,261
      227,490
      8,266
      21,658
      -22,792
      199,015
      -31,379
      170,617
      -850
      4,103
      12,089
      1,902
      13,561
      -1,256
      -14,865
      391
      -632
      60,307
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,385,863
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 2,324,211 47,807,609 0.048616
2012 2,289,803 46,315,236 0.049440
2011 2,455,832 46,792,676 0.052483
2010 2,617,976 45,699,143 0.057287
2009 1,605,041 45,880,219 0.034983
2 Total of line 1, column (d) ...................... 2 0.242809
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.048562
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 48,694,716
5 Multiply line 4 by line 3....................... 5 2,364,713
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 22,175
7 Add lines 5 and 6......................... 7 2,386,888
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,710,625
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 44,351
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 44,351
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 44,351
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 46,351
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 96,351
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 52,000
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet52,000 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.MADDOXCHARITABLEFUND.ORG
    14
    The books are in care ofbulletREV MARY K FRISKICS-WARREN Telephone no.bullet (615) 385-1006
    Located atbullet100 TAYLOR STREET A-20NASHVILLETN ZIP+4bullet37208
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    150
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    MARY K FRISKICS-WARREN EXECUTIVE DIRECTOR
    40.00     		135,667 0 19,395
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    TOMMYE WORKING SECRETARY
    2.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    ROBERT S BRANDT TRUSTEE
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    MICHAEL CARTER TRUSTEE
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    DAVID ESQUIVEL TRUSTEE
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    JOE RUSSELL TREASURER
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    BECKY HARRELL TRUSTEE
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    SHIRLEY ZEITLIN CHAIR
    2.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    LISA WILTSHIRE TRUSTEE
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    KAY SIMMONS VICE CHAIR
    2.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    LAUREN BRISKY TRUSTEE
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    GREG BURNS TRUSTEE
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    LESHANE GREENHILL TRUSTEE
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    WILL MARTIN TRUSTEE
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    BRENDA WYNN TRUSTEE
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    DIVERSIFIED TRUST INVESTMENT ADVISOR 191,638
    TWO AMERICAN CENTER 3100 WEST END
    NASHVILLE,TN372031464
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    48,323,728
    b
    Average of monthly cash balances.......................
    1b
    1,112,532
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    49,436,260
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    49,436,260
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    741,544
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    48,694,716
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,434,736
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,434,736
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    44,351
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    44,351
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,390,385
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,390,385
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,390,385
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,710,625
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,710,625
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,710,625
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 2,390,385
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 87,436
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 1,710,625
    a Applied to 2013, but not more than line 2a 87,436
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 1,623,189
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		767,196
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    DAN AND MARGARET MADDOX CHARITABLE
    100 TAYLOR STREET SUITE A -20
    NASHVILLE,TN37208
    (615) 385-1006
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION IS FILED ONLINE AT WWW.MADDOXCHARITABLEFUND.ORG ONLINE APPLICATION INCLUDES: ORGANIZATION HISTORY, PROGRAM DESCRIPTIONS, OUTCOMES AND BUDGET (ON REQUIRED FORM). ALL APPLICANTS ARE REQUIRED TO HAVE AN UP-TO-DATE GIVINGMATTERS.COM PROFILE.
    cAny submission deadlines:
    JANUARY 15 OF EACH YEAR. SEE WEB SITE AT WWW.MADDOXCHARITABLEFUND.ORG FOR MORE DETAILS.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    MIDDLE TENNESSEE COUNTIES IN THE AREAS OF EDUCATION, LOW INCOME YOUTH AND PROGRAMS THAT SUPPORT AND PROTECT WILDLIFE HABITATS, ESPECIALLY THOSE IMPORTANT FOR HUNTING AND FISHING. A DETAILED FREQUENTLY ASKED QUESTIONS IS ON THE WEB SITE AT WWW.MADDOXCHARITABLEFUND.ORG DURING THE GRANT SEASON.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ADVENTURE SCIENCE CENTER
    800 FORT NEGLEY
    NASHVILLE,TN37203     		NONE PUBLIC TO SUPPORT ART2STEM PROGRAM. 14,600
    ASSISTANCE LEAGUE OF NASHVILLE
    PO BOX 653
    BRENTWOOD,TN37024     		NONE PUBLIC TO SUPPORT OPERATION SCHOOL BELL. 2,700
    BELMONT UNIVERSITY
    1900 BELMONT BLVD
    NASHVILLE,TN37212     		NONE PUBLIC TO SUPPORT DAN & MARGARET MADDOX PRESIDENTIAL SCHOLARS PROGRAM. 107,000
    BIG BROTHERSBIG SISTERS OF MID-TN
    1704 CHARLOTTE AVE STE 130
    NASHVILLE,TN37203     		NONE PUBLIC TO SUPPORT HIGH SCHOOL & COLLEGE BIGS PROGRAM. 36,500
    BOOK 'EM
    421 GREAT CIRCLE ROAD STE 100A
    NASHVILLE,TN37228     		NONE PUBLIC TO SUPPORT THE READING IS FUNDAMENTAL PROGRAM. 3,500
    BOYS GIRLS CLUB OF MAURY CO
    210 W 8TH ST
    COLUMBIA,TN38401     		NONE PUBLIC TO SUPPORT THE "GREAT FUTURES" ACADEMIC MENTORING PROGRAM. 14,600
    BRIDGES
    415 4TH AVE SOUTH STE A
    NASHVILLE,TN37201     		NONE PUBLIC TO SUPPORT THE YOUTH CENTER FOR DEAF AND HARD OF HEARING. 7,000
    CANNON COUNTY YOUTH DREAM
    174 MAPLE DR
    WOODBURY,TN37190     		NONE PUBLIC TO SUPPORT THE MINI-GRANT PROGRAM FOR CANNON CTY TEACHERS. 3,500
    CATHOLIC CHARITIES OF TENNESSEE INC
    30 WHITE BRIDGE RD
    NASHVILLE,TN37205     		NONE PUBLIC TO SUPPORT HISPANIC FAMILY SERVICES LEARNING AND NURTURING GROUPS. 11,700
    CENTER FOR NONPROFIT MANAGEMENT
    37 PEABODY ST STE 201
    NASHVILLE,TN37210     		NONE PUBLIC TO SUPPORT THE FUND FOR EXCELLENCE AND SALUTE TO EXCELLENCE. 31,000
    CENTER FOR REFUGEES IMMIGRANTS OF T
    295 PLUS PARK BLVD STE 102
    NASHVILLE,TN37217     		NONE PUBLIC TO SUPPORT THE REFUGEE AND IMMIGRANT STUDENTS EMPOWERED AFTER-SCHOOL PROGRAM. 8,800
    COMMUNITIES IN SCHOOLS OF TENNESSEE
    401 COMMERCE ST PENTHOUSE
    NASHVILLE,TN37219     		NONE PUBLIC TO SUPPORT WARNER LAND BETWEEN THE LAKES PROGRAM AND INTEGRATED STUDENT SUPPORT. 15,600
    COMMUNITY FOUNDATION OF MIDDLE TN
    3833 CLEGHORN AVE
    NASHVILLE,TN37215     		NONE PUBLIC TO SUPPORT GIVINGMATTERS.COM. 5,000
    COMMUNITY RESOURCE CENTER
    218 OMOHUNDRO PLACE
    NASHVILLE,TN37210     		NONE PUBLIC TO SUPPORT THE SCHOOL SUPPLY GIVEAWAY PROGRAM. 3,100
    CUMBERLAND RIVER COMPACT
    1312 3RD AVE NORTH
    NASHVILLE,TN37208     		NONE PUBLIC TO SUPPORT THE CATFISH RODEO. 5,000
    DISCOVERY CENTER
    502 E BROAD STREET
    MURFREESBORO,TN37130     		NONE PUBLIC TO SUPPORT THE MOBILE SUPER SCIENCE CLASSROOM. 5,900
    EAST NASHVILLE HOPE EXCHANGE
    419 WOODLAND STREET
    NASHVILLE,TN37206     		NONE PUBLIC TO SUPPORT THE SUMMER LITERACY PROGRAM. 4,100
    FANNIE BATTLE DAY HOME FOR CHILDREN
    911 SHELBY AVE
    NASHVILLE,TN37206     		NONE PUBLIC TO SUPPORT THE PRE-K PROGRAM. 5,900
    FENTRESS COUNTY CHILDREN'S CENTER
    340 W CENTRAL AVE
    JAMESTOWN,TN38556     		NONE PUBLIC TO SUPPORT THE YOUTH LIFE SKILLS PROGRAM FOR YOUTH RECOVERING FROM CHILD ABUSE. 5,900
    FIFTYFORWARD
    174 RAINS AVE
    NASHVILLE,TN37203     		NONE PUBLIC TO SUPPORT THE FRIENDS LEARNING IN PAIRS (FLIP) PROGRAM. 22,500
    FIRST STEPS
    4414 GRANNY WHITE PIKE
    NASHVILLE,TN37204     		NONE PUBLIC TO SUPPORT PRE-KINDERGARTEN PROGRAM. 5,300
    FRANKTOWN OPEN HEARTS
    1095 WEST MCEWEN
    FRANKLIN,TN37067     		NONE PUBLIC TO SUPPORT WILDLIFE TRIPS AND HUNTING PROGRAM. 9,700
    GALLATIN SHALOM ZONE
    600 SMALL STREET
    NASHVILLE,TN37066     		NONE PUBLIC TO SUPPORT THE ACHIEVEMENT IN THE MAKING PROGRAM. 15,800
    GIRL SCOUTS OF MIDDLE TENNESSEE
    4522 GRANNY WHITE PIKE
    NASHVILLE,TN37204     		NONE PUBLIC TO SUPPORT THE L.E.A.D. PROGRAM FOR LOW-INCOME GIRLS. 40,900
    GOVERNOR'S BOOKS FROM BIRTH FOUNDAT
    312 ROSA PARKS AVE
    NASHVILLE,TN37243     		NONE PUBLIC TO SUPPORT THE DISTRESSED COUNTIES IN MIDDLE TENNESSEE. 14,600
    HANDS ON NASHVILLE
    209 10TH AVE SOUTH STE 318
    NASHVILLE,TN37203     		NONE PUBLIC TO SUPPORT THE YOUTH VOLUNTEER CORPS LEADERSHIP PROGRAM. 38,000
    HARVEST HANDS COMMUNITY DEVELOPMENT
    424 HUMPHREYS ST
    NASHVILLE,TN37203     		NONE PUBLIC TO SUPPORT THE ELEMENTARY AFTERSCHOOL PROGRAM. 8,800
    HOMEWORK HOTLINE
    4805 PARK AVENUE
    NASHVILLE,TN37209     		NONE PUBLIC TO SUPPORT HOMEWORK ASSISTANCE FOR MIDDLE TENNESSEE RURAL COUNTIES AND PHONE LITERACY PROGRAM. 17,500
    IN FULL MOTION INC
    PO BOX 70270
    NASHVILLE,TN37207     		NONE PUBLIC TO SUPPORT THE ACT PREPARATION PROGRAM. 29,200
    JUNIOR ACHIEVEMENT OF MIDDLE TN INC
    120 POWELL PLACE
    NASHVILLE,TN37204     		NONE PUBLIC TO SUPPORT JA'S FINANCIAL AND LIFE SKILLS EDUCATION PROGRAM. 11,700
    KING'S DAUGHTERS CHILD DEVELOPEMENT
    590 N DUPONT STREET
    MADISON,TN37215     		NONE PUBLIC TO SUPPORT THE PRE-K PROGRAM. 8,800
    KIPP EAST NASHVILLE PREPARATORY
    123 DOUGLAS ST
    NSAHVILLE,TN37207     		NONE PUBLIC TO SUPPORT THE KIPP THROUGH COLLEGE PROGRAM. 5,900
    LEWIS COUNTY HISTORICAL SOCIETY
    108 EAST MAIN ST
    HOHENWALD,TN38462     		NONE PUBLIC TO SUPPORT GENERAL OPERATIONS THROUGH A CHALLENGE GRANT. 10,000
    MARTHA O'BRYAN CENTER
    711 SOUTH 7TH STREET
    NASHVILLE,TN37206     		NONE PUBLIC TO SUPPORT TRANSITIONAL COACHES AT TOP FLOOR STRATFORD AND COLLEGE ZONE MAPLEWOOD. 43,800
    MCNEILLY CENTER FOR CHILDREN INC
    400 MERIDIAN ST
    NASHVILLE,TN37207     		NONE PUBLIC TO SUPPORT THE PRE-KINDERGARTEN PROGRAM. 26,900
    MIDDLE TN COUNCIL BOY SCOUTS OF AME
    3414 HILLSBORO PIKE
    NASHVILLE,TN37215     		NONE PUBLIC TO SUPPORT THE SCOUTREACH PROGRAM. 29,200
    MONROE HARDING INC
    1120 GLENDALE LANE
    NASHVILLE,TN37204     		NONE PUBLIC TO SUPPORT THE RESIDENTIAL EDUCATION ENRICHMENT PROGRAMS. 32,100
    NASHVILLE CONFLICT RESOLUTION CENTE
    PO BOX 110801
    NASHVILLE,TN37222     		NONE PUBLIC TO SUPPORT THE YOUTH CONFLICT RESOLUTION PROGRAM. 8,800
    NASHVILLE INTERNATIONAL CENTER FOR
    3221 NOLENSVILLE PIKE
    NASHVILLE,TN37211     		NONE PUBLIC TO SUPPORT THE YOUTH IMPACT PROGRAM. 11,700
    NASHVILLE ZOO
    3777 NOLENSVILLE ROAD
    NASHVILLE,TN37211     		NONE PUBLIC TO SUPPORT THE CLOUDED LEOPARD CONSORTIUM. 5,900
    NATIONS MINISTRY CENTER
    PO BOX 128154
    NASHVILLE,TN37212     		NONE PUBLIC TO SUPPORT THE TUTORING AFTERSCHOOL PROGRAM. 3,500
    NATURE CONSERVANCY TENNESSEE CHAPTE
    2021 21ST AVE SOUTH
    NASHVILLE,TN37212     		NONE PUBLIC TO SUPPORT THE CUMBERLAND PLATEAU SHORTLEAF PINE RESTORATION, QUALI HABITAT RESTORATION. 11,700
    OASIS CENTER
    1704 CHARLOTTE AVE STE 200
    NASHVILLE,TN37203     		NONE PUBLIC TO SUPPORT THE OASIS LEARNING CENTER. 23,400
    PENCIL FOUNDATION
    421 GREAT CIRCLE ROAD STE 100
    NASHVILLE,TN37228     		NONE PUBLIC TO SUPPORT THE RIGHT START AT EAST HIGH SCHOOL AND THE READING & MATH PARTNERS PROGRAMS. 15,700
    PRESTON TAYLOR MINISTRIES
    PO BOX 90442
    NASHVILLE,TN37209     		NONE PUBLIC TO SUPPORT THE AFTERSCHOOL PROGRAM. 5,900
    RENEWAL HOUSE
    3410 CLARKSVILLE PIKE
    NASHVILLE,TN37218     		NONE PUBLIC TO SUPPORT THE SKILLS FOR SCHOOL SUCCESS PROGRAM. 3,000
    RICHLAND CREEK WATERSHED ALLIANCE R
    PO BOX 92016
    NASHVILLE,TN37209     		NONE PUBLIC TO SUPPORT THE STREAM HABITAT RESTORATION AND WILDLIFE PROTECTION PROGRAM. 3,100
    ROCKETOWN OF MIDDLE TN
    PO BOX 331129
    NASHVILLE,TN37203     		NONE PUBLIC TO SUPPORT ROCKETOWN PRODUCTIONS AT MCGAVOCK HIGH SCHOOL. 10,000
    SALAMA URBAN MINISTRIES
    1205 8TH AVENUE SOUTH
    NASHVILLE,TN37203     		NONE PUBLIC TO SUPPORT THE SALAMA INSTITUTE. 21,900
    SAVE THE CHILDREN
    261 WHITE BRIDGE RD 137
    NASHVILLE,TN37209     		NONE PUBLIC TO SUPPORT THE LITERACY PROGRAM AT DECHERD ELEMENTARY SCHOOL IN FRANKLIN COUNTY. 11,700
    SECOND HARVEST
    331 GREAT CIRCLE ROAD
    NASHVILLE,TN37228     		NONE PUBLIC TO SUPPORT THE BACKPACK PROGRAM. 73,000
    SOUTHEASTERN COUNCIL OF FOUNDATIONS
    50 HURT PLAZA STE 350
    ATLANTA,GA30303     		NONE PUBLIC TO SUPPORT GENERAL OPERATIONS. 4,500
    ST LUKE'S COMMUNITY HOUSE
    5601 NEW YORK AVE
    NASHVILLE,TN37209     		NONE PUBLIC TO SUPPORT THE PRE-K PROGRAM. 7,300
    TEACH FOR AMERICA INC
    220 ATHENS WAY STE 300
    NASHVILLE,TN37228     		NONE PUBLIC TO SUPPORT TEACHER LEADERSHIP DEVELOPMENT IN EAST NASHVILLE. 40,900
    TENNESSEE ENVIRONMENTAL COUNCIL
    ONE VANTAGE WAY STE E-250
    NASHVILLE,TN37228     		NONE PUBLIC TO SUPPORT THE FISH HABITAT RESTORATION INITIATIVE. 39,100
    TENNESSEE WILDLIFE FEDERATION
    300 ORLANDO AVE STE 200
    NASHVILLE,TN37209     		NONE PUBLIC TO SUPPORT THE GREAT OUTDOORS UNIVERSITY. 46,700
    TENNESSEE WILDLIFE RESOURCES FOUNDA
    5000 LINBAR DRIVE STE 265
    NASHVILLE,TN37211     		NONE PUBLIC TO SUPPORT TENNESSEE OUTDOORS YOUTH SUMMIT. 30,000
    THE LAND TRUST FOR TENNESSEE
    209 10TH AVE SOUTH STE 511
    NASHVILLE,TN37203     		NONE PUBLIC TO SUPPORT THE WILDLIFE HABITAT CONSERVATION PROGRAM AND TO DEVELOP AN OUTDOOR CLASSROOM IN THE LOCKLAND SPRINGS NATURE PARK. 56,800
    UNITED WAY OF METROPOLITAN NASHVILL
    250 VENTURE CIRCLE
    NASHVILLE,TN37228     		NONE PUBLIC TO SUPPORT THE MADDOX READ TEACHER PROFESSIONAL DEVELOPMENT RESOURCES. 11,700
    URBAN LEAGUE OF MIDDLE TN
    2214 ROSA PARKS STE 100
    NASHVILLE,TN37228     		NONE PUBLIC TO SUPPORT NULITES PROJECT READY COLLEGE ACCESS PROGRAM. 8,800
    WAYNE REED CHRISTIAN CHILDCARE CENT
    11B LINDSLEY AVE
    NASHVILLE,TN37210     		NONE PUBLIC TO SUPPORT THE PRE-K PROGRAM. 5,900
    YOUNG MEN'S CHRISTIAN ASSOC OF MID-
    1000 CHURCH STREET
    NASHVILLE,TN37203     		NONE PUBLIC TO SUPPORT THE MARGARET MADDOX YMCA AND EXPAND OUTDOOR OPPORTUNITIES. 273,000
    YOUTH VILLAGES
    3310 PERIMETER HILL DRIVE
    NASHVILLE,TN37211     		NONE PUBLIC TO SUPPORT THE TRANSITIONAL LIVING PROGRAM. 11,700
    YWCA
    1608 WOODMONT BLVD
    NASHVILLE,TN37215     		NONE PUBLIC TO SUPPORT THE GIRLS INC. PROGRAM. 14,600
    100 BLACK MEN OF MIDDLE TENNESSEE
    P O BOX 140789
    NASHVILLE,TN37214     		NONE PUBLIC TO SUPPORT YOUTH PROGRAM. 500
    GRANTMAKERS FOR EFFECTIVE ORGANIZAT
    1725 DESCALES STREET NW SUITE 404
    WASHINGTON,DC20036     		NONE PUBLIC TO SUPPORT GENERAL OPERATIONS. 1,220
    NASHVILLE PUBLIC EDUCATION FOUNDATI
    1207 18TH AVENUE SOUTH SUITE 202
    NASHVILLE,TN37212     		NONE PUBLIC TO SUPPORT THE PUBLIC SCHOOLS HALL OF FAME. 100
    SOUTHERN WORD INC
    1704 CHARLOTTE AVENUE SUITE 200
    NASHVILLE,TN37203     		NONE PUBLIC TO SUPPORT THE MENTORING AND MODELING LITERACY PROGRAM. 7,500
    TENNESSEE JUSTICE FOR OUR NEIGHBORS
    2195 NOLENSVILLE PIKE
    NASHVILLE,TN37211     		NONE PUBLIC TO SUPPORT LEGAL WORK FOR SPECIAL IMMIGRANT JUVENILE STATUS AND DEFERRED ACTION FOR CHILDHOOD ARRIVALS, TO PROVIDE MATCH DOLLARS FOR GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES DACA. 34,700
    VANDERBILT BILL WILKERSON CENTER
    1215 21ST AVENUE SOUTH
    NASHVILLE,TN37232     		NONE PUBLIC TO SUPPORT RESEARCH IN THE DAN MADDOX HEARING AID RESEARCH. 50,000
    Total .................................bullet 3a 1,516,420
    bApproved for future payment
    BELMONT UNIVERSITY
    1900 BELMONT BOULEVARD
    NASHVILLE,TN37212     		NONE PUBLIC TO SUPPORT DAN & MARGARET MADDOX PRESIDENTIAL SCHOLARS PROGRAM. 646,600
    Total .................................bullet 3b 646,600
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 237,481  
    4 Dividends and interest from securities....     14 524,400  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 1,385,863  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aK-1:METRO REAL ESTATE 531390 1,803 14 21,804  
    bK-1: DTC CREDIT OPP     14 76,848  
    cK-1: DTC SHORT DURATION     14 17  
    dK-1: DTC PRIVATE EQ IV 900099 -36,369 14 914  
    eK-1: DTC EQUITY OPP     14 400  
    fK-1: BROAD BASED COMSUMER     14 252,445  
    gJP MORGAN ETN     14 111,656  
    hK-1: SMALL/MID CAP US EQUITY CTF     14 85  
    iK-1: METROPOLITAN REAL ESTATE SECONDARY     14 30,295  
    jK-1: CORE FIXED INCOME CTF     14 203  
    12 Subtotal. Add columns (b), (d), and (e).. -34,566 2,642,411 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    132,607,845
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    THE DAN AND MARGARET MADDOX CHARITABLE FUND
    EIN: 23-7017790
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 17,300 0   0

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    THE DAN AND MARGARET MADDOX CHARITABLE FUND
    EIN: 23-7017790
    Name of Bond End of Year Book Value End of Year Fair Market Value
    VANGUARD TOTAL BOND MARKET INDEX 2,099,838 2,105,546
    JP MORGAN ALERIAN MLP INDEX FUND 0 0

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    THE DAN AND MARGARET MADDOX CHARITABLE FUND
    EIN: 23-7017790
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VANGUARD DIV APPRECIATION 2,357,710 3,159,965
    VANGUARD INSTITUTIONAL INDEX FD 2,364,968 3,164,260
    VANGUARD MSCI EMERGING MARKETS ETF 0 0
    VANGUARD EXTENDED MARKET INDEX FUND 1,100,000 1,155,694

    TY 2014 InvestmentsOtherSchedule2
    Name:
    THE DAN AND MARGARET MADDOX CHARITABLE FUND
    EIN: 23-7017790
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    DTC INTERNATIONAL EQUITY COMMON TRUST FUND AT COST 5,657,419 6,119,777
    SMALL/MID CAP U.S. EQUITY COMMON TRUST AT COST 0 0
    DTC CREDIT OPPORTUNITY COMMON FUND AT COST 2,350,490 2,186,792
    FINTAN INVESTMENTS LTD AT COST 3,395,457 4,434,216
    WINSTON GLOBAL AT COST 7,500,000 10,033,492
    UBS E-TRACS ALERIAN INFRASTR AT COST 828,532 901,848
    DTC EQUITY OPPORTUNITY FUND AT COST 2,202,607 2,228,324
    METRO REAL ESTATE PARTNERS GLOBAL V, LP AT COST 703,979 815,518
    DTC PRIVATE EQUITY IV, LP AT COST 691,743 870,000
    GATEWAY FUND AT COST 0 0
    PIMCO ALL ASSET FUND CLASS I AT COST 308,254 303,555
    FPA CRESCENT PORTFOLIO FUND CLASS I AT COST 300,105 311,080
    RIVERPARK SHORT TERM HIGH YIELD FUND AT COST 1,276,340 1,271,182
    WHITEBOX TACTICAL OPPORTUNITIES FUND - INS AT COST 268,672 265,353
    DTC SHORT DURATION FIXED INCOME AT COST 1,682,597 1,665,418
    DTC CORE FIXED INCOME CTF AT COST 1,220,266 1,193,761
    BROAD BASED CONSUMER CREDIT FUND AT COST 3,661,125 3,650,000
    LAZARD EMERGING MARKETS CORE EQUITY PORTFOLIO INST. AT COST 1,146,700 1,116,007
    TORTOISE MLP & PIPELINE FUND - INS. AT COST 1,045,970 911,220

    TY 2014 OtherDecreasesSchedule
    Name:
    THE DAN AND MARGARET MADDOX CHARITABLE FUND
    EIN: 23-7017790
    Description Amount
       


    TY 2014 OtherExpensesSchedule
    Name:
    THE DAN AND MARGARET MADDOX CHARITABLE FUND
    EIN: 23-7017790
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 9,249 0   6,937
    BOARD & COMMITTEE ACTIVITIES 4,283 0   3,212
    OFFICE EXPENSE 11,502 0   9,666
    K-1: DTC PRIVATE EQUITY IV, LP 64,480 64,480   0
    K-1: DTC EQUITY OPP COMMON 10,454 10,454   0
    K-1: SMALL/MID CAP U.S. EQUITY COMMON 3,450 3,450   0
    K-1: METRO REAL ESTATE PARTNERS 23,882 23,882   0
    K-1: DTC CREDIT OPPORTUNITY FUND 18,680 18,680   0
    K-1: DTC SHORT DURATION FIXED INCOME 4,138 4,138   0
    K-1: CORE FIXED INCOME 2,465 2,465   0
    K-1: BROAD BASED COMSUMER 14,017 14,017   0
    MISCELLANEOUS 870 0   742
    INVESTMENT EXPENSES 191,638 191,638   0
    K-1: INTERNATIONAL EQUITY COMMON TRUST 19,026 19,026   0
    K-1: METRO REAL ESTATE PARTNERS SECONDARY 50,065 50,065   0


    TY 2014 OtherIncomeSchedule2
    Name:
    THE DAN AND MARGARET MADDOX CHARITABLE FUND
    EIN: 23-7017790
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1:METRO REAL ESTATE 23,607 21,804 23,607
    K-1: DTC CREDIT OPP 76,848 76,848 76,848
    K-1: DTC SHORT DURATION 17 17 17
    K-1: DTC PRIVATE EQ IV -35,455 914 -35,455
    K-1: DTC EQUITY OPP 400 400 400
    K-1: BROAD BASED COMSUMER 252,445 252,445 252,445
    JP MORGAN ETN 111,656 111,656 111,656
    K-1: SMALL/MID CAP US EQUITY CTF 85 85 85
    K-1: METROPOLITAN REAL ESTATE SECONDARY 30,295 30,295 30,295
    K-1: CORE FIXED INCOME CTF 203 203 203


    TY 2014 OtherIncreasesSchedule
    Name:
    THE DAN AND MARGARET MADDOX CHARITABLE FUND
    EIN: 23-7017790
    Description Amount
       


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    THE DAN AND MARGARET MADDOX CHARITABLE FUND
    EIN: 23-7017790
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONTRACT SUPPORT 1,910 0   1,910
    PAYROLL SERVICE 600 0   510
    CONSULTANTS 19,000 0   19,000


    TY 2014 TaxesSchedule
    Name:
    THE DAN AND MARGARET MADDOX CHARITABLE FUND
    EIN: 23-7017790
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 8,685 0   7,382
    FEDERAL INCOME TAX 30,000 0   0
    FROM K-1'S: FOREIGN INCOME TAXES 22,590 22,590   0