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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 07-01-2017 , and ending 06-30-2018
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$3,169,224J 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.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 83,670 83,670  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 63,649
b Gross sales price for all assets on line 6a 548,935
7 Capital gain net income (from Part IV, line 2)... 63,649
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........ 147,319 147,319 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 15,000 15,000 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 6,174 6,174 0 0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 551 551 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 41,019 41,019 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 62,744 62,744 0 0
25 Contributions, gifts, grants paid....... 150,000 150,000
26 Total expenses and disbursements. Add lines 24 and 25 212,744 62,744 0 150,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -65,425
b Net investment income (if negative, enter -0-) 84,575
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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......... 223,957 170,659 170,659
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) 114,875 Click to see attachment186,408 178,084
b Investments—corporate stock (attach schedule)....... 1,787,234 Click to see attachment1,688,361 2,196,111
c Investments—corporate bonds (attach schedule)....... 606,753 Click to see attachment571,252 575,455
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 0 Click to see attachment50,714 48,915
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) 2,732,819 2,667,394 3,169,224
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 Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,078,416 1,078,416
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,654,403 1,588,978
29 Total net assets or fund balances (see instructions)..... 2,732,819 2,667,394
30 Total liabilities and net assets/fund balances (see instructions). 2,732,819 2,667,394
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,732,819
2
Enter amount from Part I, line 27a .....................
2
-65,425
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,667,394
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 29 .
6
2,667,394
Form 990-PF (2019)
Form 990-PF (2019)
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 40 SHARES OF ALLERGAN PLC P 2017-01-06 2017-10-18
b 60 SHARES OF CELGENE CORP P 2017-04-17 2017-11-28
c 30 SHARES OF CELGENE CORP P 2017-04-26 2018-11-28
d 109 SHARES OF CVS HEALTH CORP P 2017-10-18 2017-12-14
e 14 SHARES OF AMERISOURCEBERGEN CORP P 2017-12-14 2018-05-31
16 SHARES OF BRISTOL MYERS SQUIBB CO P 2018-01-29 2018-05-31
28 SHARES OF COMCAST CORP P 2018-03-22 2018-05-31
24 SHARES OF INTERCONTINENTAL EXCHANGE INC P 2017-11-28 2018-05-31
50000 SHARES OF OKLAHOMA GAS & ELEC CO P 2012-10-05 2017-07-15
172 SHARES OF DFA EMERGING MARKETS CORE EQUITY P 2016-07-01 2017-07-27
550 SHARES OF VANGUARD VALUE ETF P 2010-11-12 2017-07-27
40 SHARES OF ISHARES CORE S&P SMALL P 2016-06-08 2017-07-27
225 SHARES OF VANGUARD REIT ETF P 2016-06-08 2017-07-27
21000 SHARES OF ARCHER DANIELS MIDLAND P 2011-04-11 2017-09-29
50000 UNITS OF NUCOR CORP P 2012-12-27 2017-12-01
24000 UNITS OF GENERAL ELECTRIC P 2010-12-15 2017-12-06
163 SHARES OF ISHARES RUSSELL 1000 GROWTH P 2016-06-08 2018-01-25
116 SHARES OF ISHARES RUSSELL 1000 GROWTH P 2016-09-07 2018-01-25
50000 SHARES OF MEDTRONIC INC P 2013-01-04 2018-04-27
25000 SHARES OF GLAXOSMITHLINE CAPITAL INC P 2011-03-11 2018-05-15
335 SHARES OF ISHARES RUSSELL P 2016-06-08 2018-05-16
179 SHARES OF ISHARES CORE P 2016-06-08 2018-05-31
23 SHARES OF ISHARES RUSSELL P 2016-06-08 2018-05-31
110 SHARES OF VANGUARD VALUE ETF P 2010-11-12 2018-06-20
120 SHARES OF ISHARES RUSSEELL P 2016-06-08 2018-06-20
70 SHARES OF VANGUARD MID CAP P 2010-11-11 2018-06-20
81 SHARES OF ISHARES CORE S&P SMALL P 2016-06-08 2018-06-20
.33 SHARES OF DELPHI TECHNOLOGIES P 2016-10-12 2017-12-15
39 SHARES OF APPLE INC P 2016-06-08 2018-01-29
125 SHARES OF WELLS FARGO & CO P 2016-06-08 2018-02-08
20 SHARES OF WELLS FARGO & CO P 2016-08-17 2018-02-08
7 SHARES OF ABBOTT LABS P 2016-08-17 2018-05-31
3 SHARES OF CHEVRON P 2016-06-08 2018-05-31
7 SHARES OF COLGATE PALMOLIVE P 2016-08-17 2018-05-31
7 SHARES OF DANAHER CORP P 2016-08-17 2018-05-31
5 SHARES OF DISNEY WALT CO P 2016-06-08 2018-05-31
17 SHARES OF DOLLAR TREE INC P 2016-06-08 2018-05-31
13 SHARES OF DOLLAR TREE INC P 2016-08-17 2018-05-31
5 SHARES OF EOG RESOURCES INC P 2016-08-17 2018-05-31
6 SHARES OF FMC CORP P 2016-06-08 2018-05-31
11 SHARES OF JPMORGAN P 2016-08-17 2018-05-31
3 SHARES OF JOHNSON & JOHNSON P 2016-08-17 2018-05-31
1 SHARES OF JUNIPER NETWORKS INC P 2016-07-07 2018-05-31
8 SHARES OF JUNIPER NETWORKS INC P 2016-08-17 2018-05-31
5 SHARES OF MARSH & MCLENNAN COS P 2016-08-17 2018-05-31
13 SHARES OF MORGAN STANLEY P 2016-08-17 2018-05-31
9 SHARES OF NIKE INC P 2016-06-08 2018-05-31
12 SHARES OF NOVARTIS P 2017-04-26 2018-05-31
2 SHARES OF O'REILLY AUTOMOTIVE INC P 2016-08-17 2018-05-31
9 SHARES OF ORACLE CORP P 2016-08-17 2018-05-31
8 SHARES OF PEPSICO INC P 2016-08-17 2018-05-31
3 SHARES OF PHILLIPS 66 P 2016-06-08 2018-05-31
1 SHARE OF PRAXAIR INC P 2016-08-17 2018-05-31
4 SHARES OF SCHLUMBERGER P 2016-08-17 2018-05-31
3 SHARES OF SCHLUMBERGER P 2016-10-12 2018-05-31
2 SHARES OF SNAP-ON INC P 2016-06-08 2018-05-31
4 SHARES OF TEXAS INSTRUMENTS P 2016-06-08 2018-05-31
3 SHARES OF 3M CO P 2016-08-17 2018-05-31
1 SHARE OF UNION PACIFIC CORP P 2016-06-08 2018-05-31
7 SHARES OF UNION PACIFIC CORP P 2016-08-17 2018-05-31
4 SHARES OF UNITED TECHNOLOGIES CORP P 2016-08-17 2018-05-31
4 SHARES OF DELPHI TECHNOLOGIES PLC P 2016-10-12 2018-05-31
9 SHARES OF EATON CORP PLC P 2016-08-17 2018-05-31
6 SHARES OF APITV PLC P 2016-10-12 2018-05-31
3 SHARES OF CHECK POINT SOFTWARE TECHNOLOGIES P 2016-06-08 2018-05-31
5 SHARES OF PAYPAL HLDGS P 2016-08-17 2018-05-31
4 SHARES OF NESTLE S P 2016-08-17 2018-05-31
5 SHARES OF PROCTOR & GAMBLE CO P 2016-08-17 2018-05-31
11 SHARES OF US BANCORP P 2016-08-17 2018-05-31
67 SHARES OF HELMERICH & PAYNE P 2016-07-13 2017-08-02
80 SHARES OF SCANA CORP P 2016-06-03 2017-10-04
26 SHARES OF SCANA CORP P 2016-07-01 2017-10-04
280 SHARES OF NEW YORK COMMUNITY BANCORP P 2016-06-03 2017-10-17
106 SHARES OF NEW YORK COMMUNITY BANCORP P 2016-07-01 2017-10-17
54 SHARES OF PG&E CORP P 2016-06-03 2017-12-21
18 SHARES OF PG&E CORP P 2016-07-01 2017-12-21
34 SHARES OF MICROSOFT CORP P 2016-06-03 2018-01-09
9 SHARES OF RAYTHEON CO P 2016-07-01 2018-01-09
33 SHARES OF MIRCOCHIP TECH INC P 2016-06-03 2018-01-09
77 SHARES OF DOMINION ENERGY INC P 2016-06-03 2018-04-16
25 SHARES OF DOMINION ENERGY INC P 2016-07-01 2018-04-16
(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 7,508   8,830 -1,322
b 6,253   7,497 -1,244
c 3,126   3,774 -648
d 7,724   8,050 -326
e 1,152   1,264 -112
840   1,034 -194
867   940 -73
1,708   1,665 43
50,000   52,720 -2,720
3,715   2,960 755
53,888   28,899 24,989
2,860   2,389 471
19,032   19,089 -57
21,385   21,571 -186
50,000   52,628 -2,628
24,000   24,339 -339
23,494   16,598 6,896
16,720   12,183 4,537
51,286   54,822 -3,536
25,000   25,925 -925
47,562   34,112 13,450
14,842   10,693 4,149
3,277   2,342 935
11,640   5,780 5,860
17,719   12,219 5,500
11,341   5,146 6,195
7,015   4,839 2,176
17   11 6
6,573   3,857 2,716
7,095   6,245 850
1,135   973 162
431   313 118
373   308 65
442   522 -80
698   567 131
497   491 6
1,410   1,556 -146
1,079   1,239 -160
591   450 141
522   302 220
1,179   722 457
361   363 -2
27   22 5
213   185 28
401   336 65
651   395 256
647   488 159
893   918 -25
539   571 -32
421   371 50
799   867 -68
351   247 104
156   121 35
274   329 -55
206   244 -38
295   319 -24
448   248 200
591   540 51
143   89 54
1,000   661 339
498   436 62
199   134 65
689   591 98
583   340 243
292   257 35
409   190 219
303   327 -24
366   435 -69
549   476 73
3,254   4,592 -1,338
3,845   5,698 -1,853
1,250   1,964 -714
3,554   4,362 -808
1,346   1,580 -234
2,276   3,323 -1,047
759   1,151 -392
3,015   1,764 1,251
1,749   1,213 536
3,063   1,712 1,351
4,925   5,621 -696
1,599   1,942 -343
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       -1,322
b       -1,244
c       -648
d       -326
e       -112
      -194
      -73
      43
      -2,720
      755
      24,989
      471
      -57
      -186
      -2,628
      -339
      6,896
      4,537
      -3,536
      -925
      13,450
      4,149
      935
      5,860
      5,500
      6,195
      2,176
      6
      2,716
      850
      162
      118
      65
      -80
      131
      6
      -146
      -160
      141
      220
      457
      -2
      5
      28
      65
      256
      159
      -25
      -32
      50
      -68
      104
      35
      -55
      -38
      -24
      200
      51
      54
      339
      62
      65
      98
      243
      35
      219
      -24
      -69
      73
      -1,338
      -1,853
      -714
      -808
      -234
      -1,047
      -392
      1,251
      536
      1,351
      -696
      -343
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 63,649
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 -3,876
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))
2018 150,000 3,065,387 0.048933
2017 148,280 3,027,531 0.048977
2016 179,252 3,290,801 0.054471
2015 150,000 3,268,299 0.045895
2014 165,000 3,160,319 0.052210
2
Total of line 1, column (d) .....................
2
0.250486
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.050097
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
3,230,156
5
Multiply line 4 by line 3......................
5
161,821
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
846
7
Add lines 5 and 6........................
7
162,667
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 (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 1,692
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 1,692
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 1,692
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 3,142
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,142
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 1,450
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet1,450 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 2019 or the taxable year beginning in 2019? See the 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 (2019)
    Form 990-PF (2019)
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2019?.............
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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     		5,000 0 0
    C/O TRUXTON TRUST 4525 HARDING RD
    STE 300
    NASHVILLE,TN37205
    AMY LUCILE RICH TRUSTEE
    1.00     		5,000 0 0
    C/O TRUXTON TRUST 4525 HARDING RD
    STE 300
    NASHVILLE,TN37205
    JOHN WILLIAM RICH TRUSTEE
    1.00     		5,000 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
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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 (2019)
    Form 990-PF (2019)
    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
    3,111,452
    b
    Average of monthly cash balances.......................
    1b
    167,894
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,279,346
    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
    3,279,346
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    49,190
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,230,156
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    161,508
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    161,508
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    1,692
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,692
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    159,816
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    159,816
    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
    159,816
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    150,000
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 159,816
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 139,220
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017......  
    e From 2018......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 150,000
    a Applied to 2018, but not more than line 2a 139,220
    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 2019 distributable amount..... 10,780
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 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 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		149,036
    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
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019....  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    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 foundation 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 DUNN
    C/O TRUXTON TRUST 4525 HARDING RD
    STE 300
    NASHVILLE,TN37205
    (615) 515-1708
    SARAH.DUNN@TRUXTONTRUST.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 (2019)
    Form 990-PF (2019)
    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
    478 CRAIGHEAD ST SUITE 200
    NASVHILLE,TN37204     		NONE PUBLIC FOR ASSISTANCE WITH RESEARCH AND PATIENTS 2,100
    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
    BOYS GIRLS CLUB
    1704 CHARLOTTE AVE
    NASHVILLE,TN37203     		NONE PUBLIC TO PROVIDE ACTIVITES AND A SAFE PLACE FOR YOUTHS 500
    CASA INC DAVIDSON COUNTY
    601 WOODLAND ST
    NASHVILLE,TN37206     		NONE PUBLIC GENERAL SUPPORT 1,500
    CENTER FOR THE INTREPID
    3551 ROGER BROOKE DR
    FORT SAM HOUSTON,TX78234     		NONE PUBLIC FOR REHABILITATION AND AMPUTEE CARE. 2,000
    CHEEKWOOD
    PO BOX 50438
    NASHVILLE,TN37205     		NONE PUBLIC TO HELP PRESERVE AND MAINTAIN CHEEKWOOD'S GARDENS AND MUSEUM 7,500
    CHRIST PRESBYTERIAN ACADEMY
    2323-A OLD HICKORY BLVD
    NASHVILLE,TN37215     		NONE PUBLIC GENERAL SUPPORT 250
    CROSSROAD CAMPUS
    707 MONROE ST
    NASHVILLE,TN37208     		NONE PUBLIC GENERAL SUPPORT 500
    CUMBERLAND HEIGHTS
    PO BOX 90727
    NASHVILLE,TN37209     		NONE PUBLIC PROVIDE DRUG & ALCOHOL TREATMENT 1,250
    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 15,500
    FAITH FAMILY MEDICAL CLINIC
    326 21ST AVENUE NORTH
    NASHVILLE,TN37203     		NONE PUBLIC PROVIDE MEDICAL CARE TO UNISURED WORKING PEOPLE 2,500
    FAMILY CHILDREN'S SERVICES
    201 23RD AVE NORTH
    NASHVILLE,TN37203     		NONE PUBLIC PROVIDE SUPPORT FOR PROGRAMS & SERVICES. 5,500
    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. 2,000
    HARDING ACADEMCY
    170 WINDSOR DRIVE
    NASHVILLE,TN37205     		NONE PUBLIC GENERAL SUPPORT 5,000
    HARPETH HALL SCHOOL
    3801 HOBBS ROAD
    NASHVILLE,TN37215     		NONE PUBLIC FOR SCHOOL PROGRAMS AND BUILDING PROJECTS 7,500
    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. 500
    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 1,000
    LOUISVILLE PRESBYTERIAN SEMINARY
    1044 ALTA VISTA RD
    LOUSIVILLE,KY40205     		NONE PUBLIC FOR SCHOOL PROGRAMS AND PROJECTS 1,500
    MAGDALENE HOUSE
    PO BOX 6330B
    NASHVILLE,TN37235     		NONE PUBLIC PROVIDE HOUSING FOR WOMEN IN RECOVERY. 1,200
    MARTHA O'BRYAN FOUNDATION
    711 S 7TH STREET
    NASHVILLE,TN37206     		NONE PUBLIC TO EMPOWER YOUTHS & ADULTS IN POVERTY TO TRANSFORM THEIR LIVES 1,000
    MONTGOMERY BELL ACADEMY
    4001 HARDING RD
    NASHVILLE,TN37205     		NONE PUBLIC FOR SCHOOL PROGRAMS AND CAPITAL PROJECTS 5,000
    NASHVILLE BALLET
    3630 REDMON ST
    NASHVILLE,TN37209     		NONE PUBLIC FOR CAPITAL BUILDING PROJECTS 4,500
    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 2,250
    NASHVILLE FOOD PROJECT INC
    3605 HILLSBORO PK
    NASHVILLE,TN37215     		NONE PUBLIC SUPPORT FOOD DISBURSEMENT PROGRAMS. 500
    NASHVILLE GREENWAYS
    PO BOX 196340
    NASHVILLE,TN37219     		NONE PUBLIC FOR MAINTENANCE AND IMPROVEMENT OF NASHVILLE'S GREENWAYS 2,000
    NASHVILLE OPERA
    3622 REDMON ST
    NASHVILLE,TN37209     		NONE PUBLIC SUPPORT MUSIC/OPERA PROGRAMS. 1,500
    NASHVILLE SHAKESPEARE FESTIVAL
    161 RAINS AVE
    NASHVILLE,TN37203     		NONE PUBLIC PROVIDE ENTERTAINMENT AND ENRICHMENT THROUGH PERFORMANCES 750
    NEW DIALECT
    4611 ELKINS AVENUE
    NASHVILLE,TN37209     		NONE PUBLIC PROVIDE DANCE CLASSES TO THE PUBLIC 3,000
    OAK HILL ACADEMY
    4815 FRANKLIN RD
    NASHVILLE,TN37220     		NONE PUBLIC GENERAL SUPPORT 750
    PROJECT REDESIGN
    PO BOX 159276
    NASHVILLE,TN37215     		NONE PUBLIC TO PROVIDE INTERIOR REDESIGN FOR LOW INCOME FAMILIES. 2,500
    RALLY FOUNDATION FOR CHILDHOOD CANC
    5775 GLENRIDGE DR 370
    ATLANTA,GA30328     		NONE PUBLIC RAISE AWARENESS AND FUNDS FOR CHILDHOOD CANCER RESEARCH 2,000
    SADDLE UP
    1549 OLD HILLSBORO RD
    NASHVILLE,TN37069     		NONE PUBLIC PROVIDE EQUESTRIAN ACTIVITIES FOR DISABLED CHILDREN 500
    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
    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 500
    VANDERBILT UNIVERSITY COMMODORE CLUB
    2601 JESS NEELY BLVD
    NASHVILLE,TN37240     		NONE PUBLIC GENERAL SUPPORT 100
    VANDERBILT UNIVERSITY GRIDIRON CLUB
    2601 JESS NEELY BLVD
    NASHVILLE,TN37240     		NONE PUBLIC GENERAL SUPPORT 100
    VANDERBILT UNIVERSITY PEACH BOWL SCHOLARSHIP FUND
    2601 JESS NEELY BLVD
    NASHVILLE,TN37240     		NONE PUBLIC GENERAL SUPPORT 10,000
    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 5,000
    WHO U WITH
    2900 VANDERBILT PLACE STE 101
    NASHVILLE,TN37212     		NONE PUBLIC CHALLENGE COLLEGE ATHLETES & COACHES TO GROW IN CHRIST 500
    WOODMONT CHRISTIAN CHURCH
    3601 HILLSBORO RD
    NASHVILLE,TN37215     		NONE PUBLIC FOR THE NASHVILLE FOOD PROJECT AND OTHER CHURCH PROGRAMS 15,000
    WPLN PUBLIC RADIO
    22 PO BOX 440567
    NASHVILLE,TN37244     		NONE PUBLIC TO SUPPORT LOCAL PUBLIC RADIO 1,000
    CUMBERLAND RIVER COMPACT
    2 VICTORY AVE 300
    NASHVILLE,TN37213     		NONE PUBLIC GENERAL SUPPORT 1,000
    SEMPER FI FUND
    715 BROADWAY STREET
    QUANTICO,VA22134     		NONE PUBLIC GENERAL SUPPORT 1,500
    SMALL WORLD YOGA
    50 00 GEORGIA AVENUE
    NASHVILLE,TN37209     		NONE PUBLIC GENERAL SUPPORT 1,000
    TEAM RUBICON
    6171 CENTURY BLVD SUITE 310
    LOS ANGELES,CA90045     		NONE PUBLIC GENERAL SUPPORT 13,000
    VANDERBILT UNIVERSITY EVE OF JANUS
    2601 JESS NEELY BLVD
    NASHVILLE,TN37240     		NONE PUBLIC GENERAL SUPPORT 500
    KAPPA ALPHA THETA FOUNDATION
    8740 FOUNDERS ROAD
    INDIANAPOLIS,IN46268     		NONE PUBLIC GENERAL SUPPORT 1,000
    METRO HISTORICAL COMMISSION FOUNDATION
    3000 GRANNY WHITE PIKE
    NASHVILLE,TN37204     		NONE PUBLIC GENERAL SUPPORT 1,000
    OUR KIDS CENTER
    1804 HAYES ST
    NASHVILLE,TN37203     		NONE PUBLIC GENERAL SUPPORT 1,250
    REED COLLEGE
    3203 SE WOODSTOCK BLVD
    PORTLAND,OR97202     		NONE PUBLIC GENERAL SUPPORT 1,000
    Total .................................bullet 3a 150,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 83,670  
    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 63,649  
    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).. 0 147,319 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    147,319
    (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 (2019)
    Form 990-PF (2019)
    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) (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) (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 (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2017 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 6,174 6,174 0 0

    TY 2017 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 42,126 40,936
    BURLINGTON NORTHERN SANTA FE DEBENTURES 57,575 61,803
    KROGER CO 54,733 60,477
    PHILLIPS 66 GT SR NT DTD 51,132 58,033
    TOYOTA MOTOR CREDIT 50,708 51,448
    WELLS FARGO 24,963 25,814
    ORACLE CORP SENIOR NOTE DTD 41,011 38,777
    PUBLIC SVC CO N H 52,500 49,993
    BP CAPITAL MARKETS PLC SR GLOBAL 51,585 49,042
    BANK OF NEW YORK MTN BK ENT FR 53,175 50,787
    INVESCO FINANCE PLC SR NT DTD 41,108 39,356
    INVESCO FINANCE PLC SR GLBL NT 25,038 24,576
    APPLE INC SR GLBL NT 3.35% 25,598 24,413

    TY 2017 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 9,093 10,426
    ABBOTT LABORATORIES 8,372 13,052
    ABBVIE INC COM 8,315 11,952
    ALPHABET INC CAP STK CL C 16,050 24,544
    AMERICAN ELECTRIC POWER CO INC 8,024 8,310
    APPLE INC 8,999 16,845
    AT&T INC 6,616 5,266
    BB&T CORP 6,035 8,423
    BCE INC COM 6,655 5,709
    BLACKROCK INC 9,739 13,474
    CHECK POINT SOFTWARE TECHNOLOGIES 10,916 12,601
    CHEVRON CORP 7,089 8,724
    COLGATE-PALMOLIVE CO 8,358 7,518
    DANAHER CORP 10,438 13,618
    DOLLAR TREE INC 14,640 13,600
    DOW CHEMICAL CO 7,051 8,899
    DUKE ENERGY CORP 6,669 6,485
    EATON CORP PLC 11,396 13,902
    EOG RESOURCES INC 9,979 14,558
    EXXON MOBIL CORP 7,169 6,784
    FMC CORP 7,988 14,184
    GENUINE PARTS CO 7,138 6,701
    INTEL CORP 7,028 10,737
    INTERNATIONAL PAPER CO 5,015 6,093
    ISHARES CORE S&P SMALL-CAP 90,795 129,697
    ISHARES RUSSELL 1000 GROWTH 210,196 291,770
    JOHNSON & JOHNSON 13,586 14,197
    JPMORGAN CHASE & CO COM 13,822 22,090
    KIMBERLY-CLARK CORP 9,494 7,584
    KRAFT HEINZ CO COM 5,939 4,335
    LOCKHEED MARTIN CORP 8,225 10,045
    MARSCH & MCLENNAN COS INC 11,055 13,607
    MCDONALD'S CORP 7,516 9,715
    MERCK & CO INC 7,249 7,709
    MICROCHIP TECHNOLOGY INC 3,559 6,367
    MICROSOFT CORP 8,058 15,383
    MORGAN STANLEY 6,170 10,997
    NESTLE SA ADR 7,738 7,820
    NIKE INC 12,147 17,848
    NOVARTIS AG ADR 11,662 11,860
    O REILLY AUTOMOTIVE INC 12,587 13,131
    ORACLE CORP 9,477 10,618
    PAYPAL HLDGS INC COM 6,464 14,322
    PEPSICO INC 14,146 14,915
    PFIZER INC 6,510 6,748
    PHILIP MORRIS INTERNATIONAL INC 8,299 6,621
    PHILLIPS 66 6,156 8,423
    PRAXAIR INC 7,969 11,071
    PRINCIPAL FINANCIAL GROUP INC 6,152 7,678
    PROCTER & GAMBLE CO 7,850 7,416
    RAYTHEON CO 7,906 11,398
    SCHLUMBERGER LTD 8,988 7,440
    SNAP-ON INC 7,638 7,715
    SPDR S&P MIDCAP 400 37,499 47,928
    SYSCO CORP 8,144 11,268
    TARGET CORP 6,219 6,851
    TEXAS INSTRUMENTS INC 11,353 20,176
    UNION PACIFIC CORP 11,712 18,702
    UNITED PARCEL SERVICE 6,796 6,905
    UNITED TECHNOLOGIES CORP 10,318 12,628
    US BANCORP 10,051 11,755
    VANGUARD FTSE DEVELOPED MARKETS 320,164 373,916
    VANGUARD GROWTH 39,123 100,822
    VANGUARD MID-CAP 38,964 83,549
    VANGUARD REIT INDEX ETF 43,083 41,865
    VANGUARD VALUE 59,900 118,366
    VERIZON COMMUNICATIONS INC 7,535 7,245
    WASTE MANAGEMENT INC 8,163 10,574
    XCEL ENERGY INC 8,045 8,588
    DFA EMERGING MARKETS CORE EQUITY 89,775 102,390
    ENBRIDGE INC 6,901 6,852
    JUNIPER NETWORKS INC 4,448 5,511
    VANGUARD DIVIDEND APPRECIATION INDEX FUND 57,634 69,610
    VANGUARD FTSE EUROPEAN ETF 58,712 58,656
    XEROX CORP 7,434 6,096
    DELPHI AUTOMOTIVE PLC 1,538 2,182
    AMERISOURCEBERGEN CORP 6,683 6,310
    CISCO SYSTEMS INC 6,584 6,541
    BRISTOL MYERS SQUIBB CO 9,966 8,578
    COMCAST CORP CL A 10,036 9,810
    DISNEY WALT CO 9,901 10,586
    FIFTH THIRD BANCORP 4,951 5,051
    INTERCONTINENTAL EXCHANGE INC 11,890 12,651
    INTERNATIONAL BUSINESS MACHINES 7,560 6,985
    NEXTERA ENERGY INC 5,154 5,846
    WESTROCK CO 7,790 6,557
    APTIV PLC 8,210 13,836

    TY 2017 InvestmentsGovtObligationsSch
    Name:
    THE RICH FOUNDATION
     
    C/O TRUXTON TRUST
    EIN:
    62-1588498
    US Government Securities - End of Year Book Value:

    116,220
    US Government Securities - End of Year Fair Market Value:

    108,299
    State & Local Government Securities - End of Year Book Value:


    70,188
    State & Local Government Securities - End of Year Fair Market Value:


    69,785


    TY 2017 InvestmentsOtherSchedule2
    Name:
    THE RICH FOUNDATION
     
    C/O TRUXTON TRUST
    EIN:
    62-1588498
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MURFREESBORO TN SYS REV DTD AT COST 50,714 48,915

    TY 2017 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
    INVESTMENT MANAGEMENT FEES 41,019 41,019 0 0


    TY 2017 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 551 551 0 0