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
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 07-01-2015 , and ending 06-30-2016
Name of foundation
The Rich Foundation
c/o Truxton Trust
Number and street (or P.O. box number if mail is not delivered to street address)4525 Harding Rd No 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Nashville, TN37205
A Employer identification number

62-1588498
B Telephone number (see instructions)

(615) 515-1740
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,962,190J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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      
4 Dividends and interest from securities... 54,258 54,258  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 152,030
b Gross sales price for all assets on line 6a 1,828,844
7 Capital gain net income (from Part IV, line 2)... 152,030
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).......      
12 Total. Add lines 1 through 11........ 206,288 206,288 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,450 3,450 0 0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 830 830 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 30,008 30,000 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 34,288 34,280 0 0
25 Contributions, gifts, grants paid....... 150,000 150,000
26 Total expenses and disbursements. Add lines 24 and 25 184,288 34,280 0 150,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 22,000
b Net investment income (if negative, enter -0-) 172,008
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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......... 154,424 182,953 182,953
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) 165,248 Click to see attachment109,714 53,672
b Investments—corporate stock (attach schedule)....... 1,679,536 Click to see attachment1,731,982 1,877,529
c Investments—corporate bonds (attach schedule)....... 761,635 Click to see attachment758,194 848,036
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,760,843 2,782,843 2,962,190
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........ 1,078,416 1,078,416
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 1,682,427 1,704,427
30 Total net assets or fund balances (see instructions)..... 2,760,843 2,782,843
31 Total liabilities and net assets/fund balances (see instructions). 2,760,843 2,782,843
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
2,760,843
2
Enter amount from Part I, line 27a .....................
2
22,000
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,782,843
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
2,782,843
Form 990-PF (2015)
Form 990-PF (2015)
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 960 SHARES OF ALPS ALERIAN MLP ETF (MKT) P 2015-09-24 2016-06-03
b 1140 SHARES OF ALPS ALERIAN MLP ETF (MKT) P 2015-09-28 2016-06-03
c 300 SHARES OF ISHARES US REGIONAL BANKS (MKT) P 2016-01-28 2016-06-03
d 1025 SHARES OF JPMORGAN CHASE & CO JPMORGAN ALERIAN MLP INDEX ETN (MKT) P 2016-01-13 2016-06-03
e 325 SHARES OF POWERSHARES FTSE RAFI DEV MKTS EX-US (MKT) P 2015-08-17 2016-06-03
750 SHARES OF PROSHARES SHORT REAL ESTATE (MKT) P 2016-03-17 2016-06-03
250 SHARES OF PROSHARES SHORT REAL ESTATE (MKT) P 2016-03-18 2016-06-03
375 SHARES OF VANECK VECTORS ETF TR PHARMACEUTICAL E P 2016-01-28 2016-06-03
175 SHARES OF VANECK VECTORS ETF TR PHARMACEUTICAL E P 2016-02-04 2016-06-03
875 SHARES OF VANGUARD EMERGING MARKETS STOCK IDX ETF (MKT) P 2015-08-19 2016-06-03
225 SHARES OF VANGUARD SMALL CAP VALUE ETF (MKT) P 2016-01-20 2016-06-03
300 SHARES OF WISDOMTREE INTERNATIONAL EQUITY ETF P 2015-08-26 2016-06-03
956.227 SHARES OF T ROWE PRICE INTERNATIONAL FUNDS - NEW ASIA FUND P 2015-08-17 2016-06-08
2830.776 SHARES OF MILLER MILLER CONVERTIBLE BOND I P 2016-01-07 2016-06-08
240 SHARES OF WEYERHAEUSER CO P 2016-02-11 2016-06-08
750 SHARES OF ISHARES CORE MSCI P 2015-08-17 2015-08-19
700 SHARES OF JP MORGAN CHASE P 2015-08-15 2015-09-24
250 SHARES OF PROSHARES SHORT QQQ EFT P 2015-01-01 2015-08-26
3843 SHARES OF WILLIAM BLAIR MACRO P 2015-05-15 2015-08-17
975 SHARES OF POWERSHARES FTSE RAFI DEV MKTS EX-US (MKT) P 2015-01-06 2016-06-03
700 SHARES OF POWERSHARES S&P 500 LOW VOLATILITY (MKT) P 2014-04-01 2016-06-03
450 SHARES OF SELECT SECTOR SPDR TR UTILITIES SELECT SECTOR SPDRR (MKT) P 2015-02-11 2016-06-03
850 SHARES OF SELECT SECTOR SPDR TR UTILITIES SELECT SECTOR SPDRR (MKT) P 2015-02-12 2016-06-03
200 SHARES OF SELECT SECTOR SPDR TR UTILITIES SELECT SECTOR SPDRR (MKT) P 2015-03-13 2016-06-03
300 SHARES OF VANGUARD EMERGING MARKETS STOCK IDX ETF (MKT) P 2011-06-10 2016-06-03
100 SHARES OF VANGUARD EMERGING MARKETS STOCK IDX ETF (MKT) P 2011-07-18 2016-06-03
300 SHARES OF VANGUARD EMERGING MARKETS STOCK IDX ETF (MKT) P 2011-11-29 2016-06-03
875 SHARES OF BROOKFIELD INFRASTRUCTURE PARTNERS LP P 2011-10-03 2016-06-03
2725.064 SHARES OF HOTCHKIS & WILEY HIGH YIELD I P 2011-09-23 2016-06-08
3791.08 SHARES OF RIDGEWORTH SEIX FLOATING RT HIGH INC I P 2011-09-23 2016-06-08
777.001 SHARES OF KEELEY SMALL CAP VALUE I P 2011-03-10 2016-06-08
952.018 SHARES OF JENSEN QUALITY GROWTH J P 2010-11-10 2016-06-08
531.915 SHARES OF JENSEN QUALITY GROWTH J P 2011-08-01 2016-06-08
415.879 SHARES OF JENSEN QUALITY GROWTH J P 2011-08-03 2016-06-08
1094.69 SHARES OF T ROWE PRICE INTERNATIONAL FUNDS - NEW ASIA FUND P 2011-03-10 2016-06-08
1112.26 SHARES OF T ROWE PRICE INTERNATIONAL FUNDS - NEW ASIA FUND P 2011-03-15 2016-06-08
760.071 SHARES OF AMERICAN FUNDS EUROPACIFIC GR F1 P 2010-11-29 2016-06-08
429.518 SHARES OF AMERICAN FUNDS EUROPACIFIC GR F1 P 2011-03-10 2016-06-08
272.682 SHARES OF AMERICAN FUNDS EUROPACIFIC GR F1 P 2011-03-15 2016-06-08
256.118 SHARES OF AMERICAN FUNDS EUROPACIFIC GR F1 P 2011-11-29 2016-06-08
5603.25 SHARES OF WILLIAM BLAIR MACRO ALLOCATION I P 2012-03-22 2016-06-08
1776.72 SHARES OF WILLIAM BLAIR MACRO ALLOCATION I P 2012-05-10 2016-06-08
24.921 SHARES OF WILLIAM BLAIR MACRO ALLOCATION I P 2012-12-19 2016-06-08
104.963 SHARES OF WILLIAM BLAIR MACRO ALLOCATION I P 2012-12-19 2016-06-08
76.086 SHARES OF WILLIAM BLAIR MACRO ALLOCATION I P 2012-12-19 2016-06-08
616.246 SHARES OF WILLIAM BLAIR MACRO ALLOCATION I P 2015-05-15 2016-06-08
3316.94 SHARES OF CALAMOS MARKET NEUTRAL INCOME I P 2013-05-13 2016-06-08
500 SHARES OF SOUTHERN CO P 2014-01-01 2016-06-08
1160 SHARES OF WEYERHAEUSER CO P 2001-07-30 2016-06-08
120 SHARES OF WEYERHAEUSER CO P 2014-03-13 2016-06-08
680 SHARES OF WEYERHAEUSER CO P 2014-09-12 2016-06-08
1200 SHARES OF VANGUARD HIGH DIVIDEND YIELD INDX ETF (MKT) P 2011-09-22 2016-06-08
275 SHARES OF VANGUARD HIGH DIVIDEND YIELD INDX ETF (MKT) P 2015-01-06 2016-06-08
2669.45 SHARES OF WILLIAM BLAIR EMERG MKTS SM CP GR I P 2013-10-29 2016-06-08
1025 SHARES OF POTASH CORP SASK INC P 2014-01-01 2015-10-08
306 SHARES OF PROSHARES SHORT RUSSELL 2000 E P 2014-01-01 2015-08-26
4000 SHARES OF ARCHER-DANIELS P 2011-04-11 2015-09-04
50000 SHARES OF COCA COLA COMPANY P 2010-12-10 2015-11-15
1702 LONGLEAF PARTNERS FUND P 2014-01-01 2015-08-28
800 SHARES OF MARKET VECTORS AGRIBUSINESS P 2014-01-01 2015-08-25
2906 SHARES OF PIMCO COMMODITY REAL P 2011-09-30 2015-08-17
25000 SHARES OF PLAINS AMER PIP P 2012-12-11 2015-11-04
900 SHARES OF VANGUARD DIVIDEND P 2014-01-01 2015-08-25
200 SHARES OF VANGUARD GROWTH EFT IV P 2014-01-01 2015-08-17
100 SHARES OF PROSHARES SHORT QQQ EFT P 2014-09-02 2016-01-07
250 SHARES OF PROSHARES SHORT RUSSELL P 2014-01-03 2016-01-07
250 SHARES OF PROSHARES SHORT RUSSELL P 2014-01-03 2018-01-13
250 SHARES OF PROSHARES SHORT QQQ EFT P 2014-09-02 2016-01-20
700 SHARES OF POWERSHARES S&P 500 LOW P 2014-04-01 2016-01-27
1000 SHARES OF AT&T P 2014-01-10 2016-02-02
350 SHARES OF SELECT SECTOR UTI P 2015-02-11 2016-02-02
50000 SHARES OF US TREASU NT 3.625% P 2014-04-03 2016-02-04
650 SHARES OF ALPS ALERIAN MLP EFT P 2015-10-01 2016-03-08
175 SHARES OF JP MORGAN CHASE ALERIAN ETN P 2016-01-19 2016-03-08
125 SHARES OF BROOKFIELD INFRA PTN P 2011-10-03 2016-03-10
240 SHARES OF WEYERHAEUSER CO P 2001-07-30 2016-03-17
1025 SHARES OF POTASH CORP SASK INC P 2014-01-01 2015-10-08
306 SHARES OF PROSHARE SHORT RUSSELL P 2014-01-01 2015-08-26
PUBLIC STORAGE 6.5% P 2013-12-18 2016-04-15
Capital Gains Dividends 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 12,086   12,015 71
b 14,352   13,672 680
c 10,380   9,230 1,150
d 31,846   24,435 7,411
e 11,807   13,032 -1,225
13,387   13,951 -564
4,462   4,637 -175
22,425   22,294 131
10,465   10,356 109
30,231   30,912 -681
23,899   19,239 4,660
14,022   14,048 -26
14,850   15,000 -150
34,960   32,872 2,088
7,406   5,341 2,065
31,076   32,053 -977
21,717   25,139 -3,422
14,838   15,633 -795
46,965   49,874 -2,909
35,421   37,027 -1,606
28,685   23,779 4,906
22,536   20,900 1,636
42,567   39,117 3,450
10,016   8,647 1,369
10,365   12,046 -1,681
3,455   4,712 -1,257
10,365   11,568 -1,203
37,735   20,144 17,591
31,393   32,000 -607
32,414   32,300 114
24,592   20,035 4,557
37,462   25,000 12,462
20,931   14,250 6,681
16,365   11,000 5,365
17,001   20,035 -3,034
17,273   20,000 -2,727
34,728   30,000 4,728
19,625   17,825 1,800
12,459   11,000 1,459
11,702   9,000 2,702
64,774   63,800 974
20,539   19,117 1,422
288   283 5
1,213   1,192 21
880   864 16
7,124   7,997 -873
42,590   42,525 65
25,155 0 11,190 13,965
35,797   19,956 15,841
3,703   3,147 556
20,984   16,970 4,014
85,822   48,063 37,759
19,668   18,571 1,097
40,095   39,285 810
22,293   32,086 -9,793
19,767   20,760 -993
4,422   4,170 252
50,000   47,965 2,035
44,650   51,035 -6,385
39,650   35,259 4,391
22,057   42,999 -20,942
25,702   25,748 -46
67,414   45,206 22,208
22,033   11,710 10,323
5,359   6,184 -825
15,880   16,468 -588
16,545   16,468 77
14,263   15,462 -1,199
25,670   23,778 1,892
35,325   33,750 1,575
15,547   16,065 -518
56,412   55,160 1,252
7,062   7,985 -923
4,667   4,171 496
4,797   2,880 1,917
6,923   8,093 -1,170
22,293   32,086 -9,793
19,767   20,760 -993
25,000   23,488 1,512
18,450     18,450
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       71
b       680
c       1,150
d       7,411
e       -1,225
      -564
      -175
      131
      109
      -681
      4,660
      -26
      -150
      2,088
      2,065
      -977
      -3,422
      -795
      -2,909
      -1,606
      4,906
      1,636
      3,450
      1,369
      -1,681
      -1,257
      -1,203
      17,591
      -607
      114
      4,557
      12,462
      6,681
      5,365
      -3,034
      -2,727
      4,728
      1,800
      1,459
      2,702
      974
      1,422
      5
      21
      16
      -873
      65
      13,965
      15,841
      556
      4,014
      37,759
      1,097
      810
      -9,793
      -993
      252
      2,035
      -6,385
      4,391
      -20,942
      -46
      22,208
      10,323
      -825
      -588
      77
      -1,199
      1,892
      1,575
      -518
      1,252
      -923
      496
      1,917
      -1,170
      -9,793
      -993
      1,512
      18,450
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 2 152,030
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 6,496
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))
2014 179,252 3,290,801 0.054471
2013 150,000 3,268,299 0.045895
2012 165,000 3,160,319 0.052210
2011 141,436 3,175,791 0.044536
2010 125,000 3,096,558 0.040367
2
Total of line 1, column (d) .....................
20.237479
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
0.047496
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
3,027,531
5
Multiply line 4 by line 3......................
5
143,796
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,720
7
Add lines 5 and 6........................
7
145,516
8
Enter qualifying distributions from Part XII, line 4.............
8
150,000
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,720
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 1,720
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 1,720
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 6,862
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,862
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 5,142
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet5,142 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 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletN/A
    14
    The books are in care ofbulletTruxton Trust Telephone no.bullet (615) 515-1708

    Located atbullet4525 Harding Rd Ste 300NASHVILLETN ZIP+4bullet37205
    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
    15  
    16 At any time during calendar year 2015, 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  
    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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    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 (2015)
    Form 990-PF (2015)
    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
    DAVID TATE RICH Trustee
    1.00     		0 0 0
    c/o Truxton Trust 4525 Harding Rd
    Ste 300
    NASHVILLE,TN37205
    AMY LUCILE RICH Trustee
    1.00     		0 0 0
    c/o Truxton Trust 4525 Harding Rd
    Ste 300
    NASHVILLE,TN37205
    JOHN WILLIAM RICH Trustee
    1.00     		0 0 0
    c/o Truxton Trust 4525 Harding Rd
    Ste 300
    NASHVILLE,TN37205
    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
    NONE
    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  
    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
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    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
    2,714,830
    b
    Average of monthly cash balances.......................
    1b
    358,806
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,073,636
    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
    3,073,636
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    46,105
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,027,531
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    151,377
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    151,377
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    1,720
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,720
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    149,657
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    149,657
    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
    149,657
    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
    150,000
    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
    150,000
    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
    1,720
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    148,280
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 149,657
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 138,294
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 150,000
    a Applied to 2014, but not more than line 2a 138,294
    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 2015 distributable amount..... 11,706
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		137,951
    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 2010 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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:
    Sarah Hayes
    c/o Truxton Trust 4525 Harding Rd
    Ste 300
    Nashville,TN37205
    (615) 515-1708
    sarah.hayes@truxtontrusst.com
    bThe form in which applications should be submitted and information and materials they should include:
    Mail
    cAny submission deadlines:
    May 31st
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    None
    Form 990-PF (2015)
    Form 990-PF (2015)
    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
    ALZHEIMER'S ASSOCIATION
    4205 HILLSBORO RD 216
    NASVHILLE,TN37215     		NONE PUBLIC FOR ASSISTANCE WITH RESEARCH AND PATIENTS 1,100
    BAL D'HIVER
    PO BOX 15037
    NASHVILLE,TN37215     		NONE PUBLIC PROVIDE SUPPORT TO VARIOUS LOCAL CHARITIES 1,000
    BELMONT UNIVERSITY
    1900 BELMONT BLVD
    NASHVILLE,TN37212     		NONE PUBLIC FOR UNIVERSITY PROGRAMS & BUILDING PROJECTS 250
    BOY SCOUTS
    PO BOX 150409
    NASHVILLE,TN37215     		NONE PUBLIC TO HELPS BOYS DEVELOP SKILLS AND CHARACTER 100
    BOYS GIRLS CLUB
    1704 CHARLOTTE AVE
    NASHVILLE,TN37203     		NONE PUBLIC TO PROVIDE ACTIVITES AND A SAFE PLACE FOR YOUTHS 250
    CASA INC DAVIDSON COUNTY
    601 WOODLAND ST
    NASHVILLE,TN37206     		NONE PUBLIC GENERAL SUPPORT 500
    CENTER FOR THE INTREPID
    3551 ROGER BROOKE DR
    FORT SAM HOUSTON,TX78234     		NONE PUBLIC FOR REHABILITATION AND AMPUTEE CARE. 1,000
    CHEEKWOOD
    PO BOX 50438
    NASHVILLE,TN37205     		NONE PUBLIC TO HELP PRESERVE AND MAINTAIN CHEEKWOOD'S GARDENS AND MUSEUM 7,500
    CHIP'S TRANSITIONAL LIVING
    840 YOUNGS LANE
    NASHVILLE,TN37207     		NONE PUBLIC TO PROVIDE TEMPORARY AND TRANSITIONAL HOUSING 100
    CHRIST PRESBYTERIAN ACADEMY
    2323-A OLD HICKORY BLVD
    NASHVILLE,TN37215     		NONE PUBLIC GENERAL SUPPORT 500
    CROSSROAD CAMPUS
    707 MONROE ST
    NASHVILLE,TN37208     		NONE PUBLIC GENERAL SUPPORT 1,000
    CUMBERLAND HEIGHTS
    PO BOX 90727
    NASHVILLE,TN37209     		NONE PUBLIC PROVIDE DRUG & ALCOHOL TREATMENT 1,000
    GIRL SCOUTS OF MIDDLE TN
    4522 GRANNY WHITE PIKE
    NASHVILLE,TN37203     		NONE PUBLIC TO HELP GIRLS DEVELOP SKILLS AND CHARACTER 100
    CYSTIC FIBROSIS FOUNDATION
    4825 TROUSDALE DR 238
    NASHVILLE,TN37220     		NONE PUBLIC FOR CYSTIC FIBROSIS RESEARCH 1,000
    END SLAVERY TENNESSEE
    50 VANTAGE WAY SUITE 255
    Nashville,TN37288     		NONE PUBLIC TO PROMOTE HEALING OF HUMAN TRAFFICKING SURVIVORS 1,000
    ENSWORTH SCHOOL
    211 ENSWORTH AVE
    NASHVILLE,TN37205     		NONE PUBLIC CAPITAL CAMPAIGN FOR LOWER SCHOOL BUILDING 40,750
    FAITH FAMILY MEDICAL CLINIC
    326 21ST AVENUE NORTH
    NASHVILLE,TN37203     		NONE PUBLIC PROVIDE MEDICAL CARE TO UNISURED WORKING PEOPLE 1,000
    FAMILY CHILDREN'S SERVICES
    201 23RD AVE NORTH
    NASHVILLE,TN37203     		NONE PUBLIC PROVIDE SUPPORT FOR PROGRAMS & SERVICES. 1,000
    FISHER HOUSE
    111 ROCKVLILE PK 420
    ROCKVILLE,MD20850     		NONE PUBLIC PROVIDE HOUSING TO FAMILY MEMBERS OF MEDICAL PATIENTS 1,000
    FRIENDS OF WARNER PARK
    50 VAUGHN RD
    NASHVILLE,TN37221     		NONE PUBLIC SUPPORT PRESERVATION OF LOCAL PARKS. 2,500
    FRIST CENTER FOR THE VISUAL ARTS
    919 BROADWAY
    NASHVILLE,TN37203     		NONE PUBLIC FOR EXHIBITIONS AND EDUCATIONAL PROGRAMS. 1,000
    HARDING ACADEMCY
    170 WINDSOR DRIVE
    NASHVILLE,TN37205     		NONE PUBLIC GENERAL SUPPORT 2,500
    HARPETH HALL SCHOOL
    3801 HOBBS ROAD
    NASHVILLE,TN37215     		NONE PUBLIC FOR SCHOOL PROGRAMS AND BUILDING PROJECTS 10,000
    HIGH HOPES PRESCHOOL & PEDIATRIC THERAPY CLINIC
    301 HIGH HOPES COURT
    FRANKLIN,TN37064     		NONE PUBLIC GENERAL SUPPORT 500
    HIGHLAND'S PERFORMING ART CENTER
    PO BOX 296
    HIGHLANDS,NC28741     		NONE PUBLIC GENERAL SUPPORT 500
    HIGHLAND'S PLATEAU GREENWAY
    PO BOX 2608
    HIGHLANDS,NC28741     		NONE PUBLIC DEVELOP A SYSTEM OF WALKING AND HIKING TRAILS THAT PROTECT AND CONNECT THE NATURAL SETTINGS AND HIST 500
    HIGHLAND'S PLAYHOUSE
    PO BOX 896
    HIGHLANDS,NC28741     		NONE PUBLIC TO SUPPORT THEATRE AND ARTISTIC VENTURES. 1,000
    INJURED MARINES SEMPER FI FUND
    825 COLLEGE BLVD 102
    OCEANSIDE,CA92057     		NONE PUBLIC PROVIDE CARE FOR INJURED MARINES 1,900
    JACK JILL LATE STAGE CANCER FOUNDAT
    3282 NORTHSIDE PKWY 100
    ATLANTA,GA30327     		NONE PUBLIC TO PROVIDE SPECIAL MEMORIES FOR FAMILIES WITH LATE STAGE CANCER PATIENTS. 1,000
    JOINED FORCES YOGA
    PO BOX 2526
    BRENTWOOD,TN37024     		NONE PUBLIC GENERAL SUPPORT 1,000
    JUVENILE DIABETES RESEARCH FND
    105 WESTPARK 415
    NASHVILLE,TN37027     		NONE PUBLIC FOR JUVENILE DIABETES RESEARCH 100
    KIPP ACADEMY
    123 DOUGLAS AVENUE
    NASHVILLE,TN37207     		NONE PUBLIC GENERAL SUPPORT 1,000
    LOUISVILLE PRESBYTERIAN SEMINARY
    1044 ALTA VISTA RD
    LOUSIVILLE,KY40205     		NONE PUBLIC FOR SCHOOL PROGRAMS AND PROJECTS 500
    MAGDALENE HOUSE
    PO BOX 6330B
    NASHVILLE,TN37235     		NONE PUBLIC PROVIDE HOUSING FOR WOMEN IN RECOVERY. 1,000
    MARTHA O'BRYAN FOUNDATION
    711 S 7TH STREET
    NASHVILLE,TN37206     		NONE PUBLIC TO EMPOWER YOUTHS & ADULTS IN POVERTY TO TRANSFORM THEIR LIVES 500
    MONTGOMERY BELL ACADEMY
    4001 HARDING RD
    NASHVILLE,TN37205     		NONE PUBLIC FOR SCHOOL PROGRAMS AND CAPITAL PROJECTS 10,000
    NASHVILLE BALLET
    3630 REDMON ST
    NASHVILLE,TN37209     		NONE PUBLIC FOR CAPITAL BUILDING PROJECTS 2,000
    NASHVILLE CHILDREN'S THEATER
    25 MIDDLETON ST
    NASHVILLE,TN37210     		NONE PUBLIC TO PROVIDE PERFORMACES AND WORKSHOPS FOR CHILDREN 500
    NASHVILLE DOLPHINS
    95 WHITE BRIDGE ROAD STE 221
    NASHVILLE,TN37205     		NONE PUBLIC PROVIDE FREE SWIM INSTRUCTIONS 500
    NASHVILLE FOOD PROJECT INC
    3605 HILLSBORO PK
    NASHVILLE,TN37215     		NONE PUBLIC SUPPORT FOOD DISBURSEMENT PROGRAMS. 1,000
    NASHVILLE GREENWAYS
    PO BOX 196340
    NASHVILLE,TN37219     		NONE PUBLIC FOR MAINTENANCE AND IMPROVEMENT OF NASHVILLE'S GREENWAYS 1,000
    NASHVILLE OPERA
    3622 REDMON ST
    NASHVILLE,TN37209     		NONE PUBLIC SUPPORT MUSIC/OPERA PROGRAMS. 1,000
    NASHVILLE SHAKESPEARE FESTIVAL
    161 RAINS AVE
    NASHVILLE,TN37203     		NONE PUBLIC PROVIDE ENTERTAINMENT AND ENRICHMENT THROUGH PERFORMANCES 500
    NEW DIALECT
    4611 ELKINS AVENUE
    NASHVILLE,TN37209     		NONE PUBLIC PROVIDE DANCE CLASSES TO THE PUBLIC 6,000
    OAK HILL ACADEMY
    4815 FRANKLIN RD
    NASHVILLE,TN37220     		NONE PUBLIC GENERAL SUPPORT 250
    PROJECT REDESIGN
    PO BOX 159276
    NASHVILLE,TN37215     		NONE PUBLIC TO PROVIDE INTERIOR REDESIGN FOR LOW INCOME FAMILIES. 1,500
    RALLY FOUNDATION FOR CHILDHOOD CANC
    5775 GLENRIDGE DR 370
    ATLANTA,GA30328     		NONE PUBLIC RAISE AWARENESS AND FUNDS FOR CHILDHOOD CANCER RESEARCH 2,600
    SADDLE UP
    1549 OLD HILLSBORO RD
    NASHVILLE,TN37069     		NONE PUBLIC PROVIDE EQUESTRIAN ACTIVITIES FOR DISABLED CHILDREN 500
    SAVE THE CUMBERLAND
    PO BOX 247
    PEGRAM,TN37143     		NONE PUBLIC GENERAL SUPPORT 500
    ST JUDE'S CHILDREN'S RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105     		NONE PUBLIC GENERAL SUPPORT 1,000
    ST PAUL'S CHRISTIAN ACADEMY
    5035 HILLSBORO PIKE
    NASHVILLE,TN37215     		NONE PUBLIC GENERAL SUPPORT 250
    THISBE NOAH SCOTT FOUNDATION
    PO BOX 50332
    NASHVILLE,TN37205     		NONE PUBLIC PROVIDE FUNDS FOR SUPPORT AND RESEARCH OF PEDIATRIC NEUROMUSCULAR DISEASE 1,000
    THISTLE FARMS
    5122 CHARLOTTE PIKE
    NASHVILLE,TN37209     		NONE PUBLIC SUPPORT WOMEN'S PROGRAMS. 1,000
    UNIVERSITY OF TEXAS AT AUSTIN COLLEGE OF NATURAL SCIENCES
    1 UNIVERSITY STATION G2500
    AUSTIN,TX78712     		NONE PUBLIC GENERAL SUPPORT 1,000
    URBAN HOUSING SOLUTIONS INC
    822 WOODLAND STREET
    NASHVILLE,TN37206     		NONE PUBLIC TO PROVIDE NEW OPPORTUNITIES FOR PEOPLE WITH UNIQUE HOUSING NEEDS AND TO HELP REVITALIZE AND ENHANCE 1,000
    VANDERBILT UNIVERSITY COMMODORE CLUB
    2601 JESS NEELY BLVD
    NASHVILLE,TN37240     		NONE PUBLIC GENERAL SUPPORT 13,000
    VANDERBILT UNIVERSITY GRIDIRON CLUB
    2601 JESS NEELY BLVD
    NASHVILLE,TN37240     		NONE PUBLIC GENERAL SUPPORT 1,000
    VANDERBILT UNIVERSITY PEACH BOWL SCHOLARSHIP FUND
    2601 JESS NEELY BLVD
    NASHVILLE,TN37240     		NONE PUBLIC GENERAL SUPPORT 500
    VANDERBILT UNIVERSITY SCHOOL OF ART & SCIENCES
    2301 VANDERBILT PLACE
    NASHVILLE,TN37240     		NONE PUBLIC GENERAL SUPPORT 1,000
    WESTMINSTER CHURCH
    3900 WEST END AVE
    NASHVILLE,TN37205     		NONE PUBLIC SUPPORT FOR CHURCH PROGRAMS AND ACTIVITIES 5,250
    WHO U WITH
    2900 VANDERBILT PLACE STE 101
    NASHVILLE,TN37212     		NONE PUBLIC CHALLENGE COLLEGE ATHLETES & COACHES TO GROW IN CHRIST 1,000
    WOODMONT CHRISTIAN CHURCH
    3601 HILLSBORO RD
    NASHVILLE,TN37215     		NONE PUBLIC FOR THE NASHVILLE FOOD PROJECT AND OTHER CHURCH PROGRAMS 7,500
    WOUNDED WARRIORS PROJECT
    PO BOX 758517
    TOPEKA,KS66675     		NONE PUBLIC PROVIDES SUPPORT AND PROGRAMS FOR WOUNDED VETERANS 1,500
    WPLN PUBLIC RADIO
    22 PO BOX 440567
    NASHVILLE,TN37244     		NONE PUBLIC TO SUPPORT LOCAL PUBLIC RADIO 500
    Total .................................bullet 3a 150,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 ...........     		         
    4 Dividends and interest from securities....     14 54,258  
    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 ............     		    18 152,030  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 206,288 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13206,288
    (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 (2015)
    Form 990-PF (2015)
    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 organizations?
    Yes
    No
    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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    The Rich Foundation
     
    c/o Truxton Trust
    EIN:
    62-1588498
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,450 3,450 0 0

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    The Rich Foundation
     
    c/o Truxton Trust
    EIN:
    62-1588498
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AMGEN INC 42,354 44,047
    ARCHER DANIELS 21,714 22,450
    BURLINGTON NORTHERN SANTA FE DEBENTURES 57,899 64,226
    DANAHER CORP 52,144 53,635
    GE COMPANY 24,509 25,427
    GLAXOSMITHKLINE 26,260 27,130
    JOHN DEERE CAPITAL 52,136 51,762
    JOHNSON CONTROLS INC 42,875 43,768
    KROGER CO 54,834 69,621
    MEDTRONIC INC 55,547 55,483
    NORTHERN INSTITUTIONAL PRIME OBLIG 0 48,685
    NUCOR CORP 53,946 52,670
    OKLAHOMA GAS & ELECTRIC 53,278 52,459
    PHILLIPS 66 GT SR NT DTD 51,154 60,040
    TIME WARNER 53,142 52,542
    TOYOTA MOTOR CREDIT 50,809 55,774
    WALT DISNEY CO 40,630 40,380
    WELLS FARGO 24,963 27,937

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    The Rich Foundation
     
    c/o Truxton Trust
    EIN:
    62-1588498
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO 8,913 9,106
    ABBOTT LABORATORIES 8,104 8,176
    ABBVIE INC COM 5,995 5,696
    ALLERGAN PLC SHS 6,500 6,009
    ALPHABET INC CAP STK CL C 15,271 14,534
    AMERICAN ELECTRIC POWER CO INC 5,925 6,308
    APPLE INC 20,075 19,407
    AT&T INC 4,790 5,272
    BB&T CORP 4,380 4,273
    BCE INC COM 4,940 4,968
    BLACKROCK INC 13,317 12,674
    CHECK POINT SOFTWARE TECHNOLOGIES 15,222 14,183
    CHEVRON CORP 6,989 7,128
    COLGATE-PALMOLIVE CO 8,283 8,418
    CONOCOPHILLIPS 3,456 3,401
    DANAHER CORP 13,623 13,736
    DODGE COX INT'L 57,865 62,453
    DOLLAR TREE INC 16,195 16,680
    DOMINION RESOURCES INC 5,621 6,001
    DOW CHEMICAL CO 5,267 4,921
    DU PONT E I DE NEMOURS & CO 5,227 4,925
    DUKE ENERGY CORP 4,962 5,319
    EATON CORP PLC 11,618 10,990
    EMC CORP 4,530 4,402
    EOG RESOURCES INC 9,889 9,677
    EXPRESS SCRIPTS HLDG 13,010 12,810
    EXXON MOBIL CORP 3,981 4,218
    FIDELITY SMALL CAP DISCOVERY 30,000 39,228
    FIRST EAGLE OVERSEAS 48,500 50,566
    FMC CORP 7,962 7,317
    FPA CRESCENT 66,100 74,227
    GENERAL ELECTRIC CO 5,520 5,792
    GENERAL MILL INC 4,202 4,707
    GENUINE PARTS CO 5,098 5,366
    INTEL CORP 2,785 2,886
    INTERNATIONAL PAPER CO 3,652 3,602
    ISHARES CORE S&P SMALL-CAP 102,328 101,335
    ISHARES RUSSELL 1000 GROWTH 254,565 250,900
    JOHNSON & JOHNSON 18,761 19,651
    JPMORGAN CHASE & CO COM 13,625 12,987
    KIMBERLY-CLARK CORP 7,024 7,424
    KRAFT HEINZ CO COM 4,348 4,512
    L BRANDS INC 2,350 2,215
    LOCKHEED MARTIN CORP 5,982 6,204
    MARSCH & MCLENNAN COS INC 15,242 15,677
    MCDONALD'S CORP 5,470 5,415
    MERCK & CO INC 5,279 5,358
    MICROCHIP TECHNOLOGY INC 5,602 5,482
    MICROSOFT CORP 7,108 7,010
    MORGAN STANLEY 6,140 6,001
    NESTLE SA ADR 7,574 7,637
    NEW YORK COMMUNITY BANCORP INC 4,362 4,197
    NIKE INC 19,957 20,314
    NOVARTIS AG ADR 8,458 8,581
    O REILLY AUTOMOTIVE INC 12,302 12,742
    OPPENHEIMER DEV MARKETS 70,000 65,975
    ORACLE CORP 9,189 9,578
    PAYPAL HLDGS INC COM 6,197 6,024
    PEPSICO INC 14,038 14,408
    PFIZER INC 4,733 4,789
    PG&E CORP 3,323 3,452
    PHILIP MORRIS INTERNATIONAL INC 6,172 6,205
    PHILLIPS 66 6,093 5,871
    PRAXAIR INC 7,728 7,643
    PRINCIPAL FINANCIAL GROUP INC 4,426 4,234
    PROCTER & GAMBLE CO 7,763 7,959
    RAYTHEON CO 6,828 6,933
    SCANA CORP 5,698 6,053
    SCHLUMBERGER LTD 5,488 5,377
    SNAP-ON INC 7,500 7,418
    SPDR S&P MIDCAP 400 27,814 27,223
    SPECTRA ENERGY CORP 3,745 4,176
    ST JUDE MEDICAL INC 11,775 11,778
    SYSCO CORP 5,911 6,140
    TARGET CORP 4,539 4,608
    TEXAS INSTRUMENTS INC 16,192 16,352
    UNION PACIFIC CORP 11,801 11,604
    UNITED PARCEL SERVICE 4,954 5,171
    UNITED TECHNOLOGIES CORP 10,100 10,153
    US BANCORP 9,835 9,276
    VALSPAR CORP 6,187 6,158
    VANGUARD FTSE DEVELOPED MARKETS 195,010 189,176
    VANGUARD GROWTH 52,319 96,480
    VANGUARD MID-CAP 44,110 74,178
    VANGUARD REIT INDEX ETF 62,697 65,527
    VANGUARD VALUE 94,579 152,982
    VERIZON COMMUNICATIONS INC 5,456 5,975
    WALT DISNEY COMPANY 9,714 9,684
    WASTE MANAGEMENT INC 5,907 6,362
    WELLS FARGO & CO 13,489 12,779
    WM BLAIR EMRG MKT 437 451
    XCEL ENERGY INC 5,991 6,359

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    The Rich Foundation
     
    c/o Truxton Trust
    EIN:
    62-1588498
    US Government Securities - End of Year Book Value:

    109,714
    US Government Securities - End of Year Fair Market Value:

    53,672
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2015 OtherExpensesSchedule
    Name:
    The Rich Foundation
     
    c/o Truxton Trust
    EIN:
    62-1588498
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSE 8 0 0 0
    INVESTMENT MANAGEMENT FEES 30,000 30,000 0 0


    TY 2015 TaxesSchedule
    Name:
    The Rich Foundation
     
    c/o Truxton Trust
    EIN:
    62-1588498
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 830 830 0 0