Form990-PF
Click to see attachment

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
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THE HCA FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 570
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NASHVILLE, TN37202
A Employer identification number

61-1230563
B Telephone number (see instructions)

(615) 344-2390
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$95,947,964
J 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) 7,087,441
2 Check bullet.............
3 Interest on savings and temporary cash investments 14,170 14,170  
4 Dividends and interest from securities... 1,295,924 1,295,924  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,885,512
b Gross sales price for all assets on line 6a 9,750,699
7 Capital gain net income (from Part IV, line 2)... 3,885,512
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)....... 57 0  
12 Total. Add lines 1 through 11........ 12,283,104 5,195,606  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 20 0   2,018
b Accounting fees (attach schedule)....... 45,794 19,050   26,744
c Other professional fees (attach schedule).... 113,679 113,679   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 51,164 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 75,615 0   75,615
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 30,780 57   30,098
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 317,052 132,786   134,475
25 Contributions, gifts, grants paid....... 10,636,198 12,699,441
26 Total expenses and disbursements. Add lines 24 and 25 10,953,250 132,786   12,833,916
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,329,854
b Net investment income (if negative, enter -0-) 5,062,820
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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......... 1,579,966 1,010,370 1,010,370
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet1,883,746
Less: allowance for doubtful accounts bullet   2,854,339 1,883,746 1,883,746
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..........   19,800 19,800
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 67,985,360 Click to see attachment68,190,461 92,386,542
c Investments—corporate bonds (attach schedule).......      
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 bullet22,500
Less: accumulated depreciation (attach schedule) bullet22,500 625 Click to see attachment0 0
15 Other assets (describe bullet) Click to see attachment77,258 Click to see attachment647,506 Click to see attachment647,506
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 72,497,548 71,751,883 95,947,964
Liabilities 17 Accounts payable and accrued expenses.......... 56,034 55,934
18 Grants payable................. 7,923,234 5,888,053
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) Click to see attachment680,822 Click to see attachment490,768
23 Total liabilities (add lines 17 through 22)......... 8,660,090 6,434,755
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 60,962,897 63,431,091
25 Temporarily restricted............... 2,874,561 1,886,037
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 63,837,458 65,317,128
31 Total liabilities and net assets/fund balances (see instructions). 72,497,548 71,751,883
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
63,837,458
2
Enter amount from Part I, line 27a .....................
2
1,329,854
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
149,816
4
Add lines 1, 2, and 3 ..........................
4
65,317,128
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
65,317,128
Form 990-PF (2018)
Form 990-PF (2018)
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 SHEPHERD INVESTMENT INTERNATIONAL, LTD P 2007-01-06 2018-12-31
b PUBLICLY TRADED SECURITIES P    
c NTGI COM DAILY S&P 500 EQUITY INDEX FUND P 2008-01-01 2018-12-31
d TREMONT LITIGATION PROCEEEDS P 2007-01-01 2018-12-31
e CF MILLENNIUM FD-CLASS MM SERIES 01A P 2017-01-03 2018-12-31
MFB NORTHERN INSTL FDS PRIME P 2017-12-21 2018-01-23
MFB NORTHERN INSTL FDS PRIME P 2017-12-21 2018-04-06
(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 4,582   3,450 1,132
b 1,888,744   1,019,034 869,710
c 5,729,804   3,157,902 2,571,902
d 307,035     307,035
e 320,734   184,801 135,933
500,000   500,000 0
999,800   1,000,000 -200
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       1,132
b       869,710
c       2,571,902
d       307,035
e       135,933
      0
      -200
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 3,885,512
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 12,276,683 95,527,883 0.128514
2016 10,317,419 86,368,754 0.119458
2015 6,794,849 87,237,740 0.077889
2014 6,661,074 86,810,342 0.076731
2013 5,539,672 80,273,790 0.069010
2
Total of line 1, column (d) .....................
2
0.471602
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
0.094320
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
99,847,274
5
Multiply line 4 by line 3......................
5
9,417,595
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
50,628
7
Add lines 5 and 6........................
7
9,468,223
8
Enter qualifying distributions from Part XII, line 4,.............
8
12,833,916
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 (2018)
Form 990-PF (2018)
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 50,628
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 50,628
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 50,628
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 29,302
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 29,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 58,302
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 7,674
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet7,674 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 2018 or the taxable year beginning in 2018? 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 (2018)
    Form 990-PF (2018)
    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 instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.HCACARING.ORG
    14
    The books are in care ofbulletTHE ORGANIZATION Telephone no.bullet (615) 344-2390

    Located atbulletONE PARK PLAZANASHVILLETN ZIP+4bullet37203
    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 2018, 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    MILTON JOHNSON CHAIRMAN
    1.00
    0 0 0
    ONE PARK PLAZA
    NASHVILLE,TN37203
    JOANNE PULLES SEE STMT 19 PRESIDENT
    18.00
    0 0 0
    ONE PARK PLAZA
    NASHVILLE,TN37203
    J WILLIAM B MORROW TREASURER
    0.00
    0 0 0
    ONE PARK PLAZA
    NASHVILLE,TN37203
    JAMES GLASSCOCK ASSISTANT TREASURER
    4.00
    0 0 0
    ONE PARK PLAZA
    NASHVILLE,TN37203
    NATALIE CLINE SECRETARY
    0.00
    0 0 0
    ONE PARK PLAZA
    NASHVILLE,TN37203
    RONALD LEE GRUBBS JR ASSISTANT SECRETARY
    0.00
    0 0 0
    ONE PARK PLAZA
    NASHVILLE,TN37203
    PETER F BIRD JR DIRECTOR
    0.00
    0 0 0
    3100 WEST END AVE SUITE 1200
    NASHVILLE,TN37203
    BRUCE MOORE DIRECTOR
    0.00
    0 0 0
    ONE PARK PLAZA
    NASHVILLE,TN37203
    JOHN STEELE DIRECTOR
    0.00
    0 0 0
    ONE PARK PLAZA
    NASHVILLE,TN37203
    KAREN THOMPSON DIRECTOR
    0.00
    0 0 0
    ONE PARK PLAZA
    NASHVILLE,TN37203
    JOE STEAKLEY DIRECTOR
    0.00
    0 0 0
    ONE PARK PLAZA
    NASHVILLE,TN37203
    SUSAN SHORT JONES DIRECTOR
    0.00
    0 0 0
    ONE PARK PLAZA
    NASHVILLE,TN37203
    SAM HAZEN DIRECTOR
    0.00
    0 0 0
    ONE PARK PLAZA
    NASHVILLE,TN37203
    HEATHER ROHAN DIRECTOR
    0.00
    0 0 0
    ONE PARK PLAZA
    NASHVILLE,TN37203
    RAVI CHARI DIRECTOR
    0.00
    0 0 0
    ONE PARK PLAZA
    NASHVILLE,TN37203
    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 (2018)
    Form 990-PF (2018)
    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 (2018)
    Form 990-PF (2018)
    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
    101,347,991
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    19,800
    d
    Total (add lines 1a, b, and c).........................
    1d
    101,367,791
    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
    101,367,791
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,520,517
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    99,847,274
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    4,992,364
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    4,992,364
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    50,628
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    50,628
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,941,736
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    1,500
    5
    Add lines 3 and 4............................
    5
    4,943,236
    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
    4,943,236
    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
    12,833,916
    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
    12,833,916
    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
    50,628
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    12,783,288
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 4,943,236
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 1,677,676
    b From 2014...... 2,400,461
    c From 2015...... 2,454,058
    d From 2016...... 5,973,989
    e From 2017...... 7,591,995
    fTotal of lines 3a through e........ 20,098,179
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 12,833,916
    a Applied to 2017, but not more than line 2a 0
    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 2018 distributable amount..... 4,943,236
    e Remaining amount distributed out of corpus 7,890,680
    5 Excess distributions carryover applied to 2018. 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 27,988,859
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    0
    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 2013 not
    applied on line 5 or line 7 (see instructions) ...
    1,677,676
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    26,311,183
    10 Analysis of line 9:
    a Excess from 2014.... 2,400,461
    b Excess from 2015.... 2,454,058
    c Excess from 2016.... 5,973,989
    d Excess from 2017.... 7,591,995
    e Excess from 2018.... 7,890,680
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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:
    THE HCA FOUNDATION ATTN GRANTS MANA
    ONE PARK PLAZA
    NASHVILLE,TN37203
    (615) 344-2390
    bThe form in which applications should be submitted and information and materials they should include:
    NEW APPLICANTS ARE ASKED TO SEND A ONE OR TWO PAGE LETTER OF INQUIRY TO THE FOUNDATION DESCRIBING THEIR PROPOSED PROJECT, THEIR GOALS AND OBJECTIVES, AND THE APPROXIMATE LEVEL OF FUNDING REQUIRED. THE FOUNDATION WILL REVIEW EACH REQUEST AND WILL NOTIFY THE ORGANIZATION AS SOON AS POSSIBLE AS TO WHETHER OR NOT THE PROJECT COINCIDES WITH ITS FUNDING PRIORITIES. THE FOUNDATION USES A FORMAL APPLICATION WHEN CONSIDERING SPONSORSHIP REQUESTS. THE APPLICATION MAY BE ACCESSED ONLINE AT WWW.HCACARING.ORG.
    cAny submission deadlines:
    DUE IN EARLY MARCH, JUNE, SEPTEMBER, AND DECEMBER FOR CONSIDERATION AT QUARTERLY BOARD MEETINGS.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION GENERALLY PROVIDES GRANTS IN THE AREAS OF HEALTH AND WELL BEING, CHILDHOOD AND YOUTH DEVELOPMENT, AND THE ARTS TO ORGANIZATIONS THAT HAVE A WELL-DEFINED SENSE OF PURPOSE, A DEMONSTRATED COMMITMENT TO MAXIMIZING AVAILABLE RESOURCES AND A REPUTATION FOR MEETING OBJECTIVES AND DELIVERING QUALITY SERVICES WITH CARING AND COMPASSION. THE FOUNDATION DOES NOT CONSIDER REQUESTS FOR: INDIVIDUALS OR THEIR PROJECTS, PRIVATE FOUNDATIONS, POLITICAL ACTIVITIES, ADVERTISING OR SPONSORSHIPS OF EVENTS, SOCIAL EVENTS OR SIMILAR FUND-RAISING ACTIVITIES. AS A MATTER OF POLICY, THE FOUNDATION DOES NOT ORDINARILY SUPPORT ORGANIZATIONS IN THEIR FIRST THREE YEARS OF OPERATION AND ORGANIZATIONS INVOLVED IN RESEARCH, SPORTS, ENVIRONMENTAL, WILDLIFE, CIVIC AND INTERNATIONAL AFFAIRS. THE FOUNDATION DOES NOT ACCEPT PROPOSALS FROM INDIVIDUAL CHURCHES OR SCHOOLS, BUT WILL SUPPORT BROAD FAITH-BASED INITIATIVES CONSISTENT WITH ITS MISSION AND GUIDELINES.
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    100 BLACK MEN OF MIDDLE TENNESSEE
    PO BOX 140789
    NASHVILLE,TN37214
    N/A PC PROGRAM FUNDING 5,000
    A B L E YOUTH INC
    2000 MALLORY LANE SUITE 130-542
    FRANKLIN,TN37067
    N/A PC OPERATIONAL FUNDING 2,500
    ABES GARDEN
    115 WOODMONT BLVD
    NASHVILLE,TN37205
    N/A PC PROGRAM FUNDING 25,000
    AGAPE
    4555 TROUSDALE DRIVE
    NASHVILLE,TN37204
    N/A PC OPERATIONAL FUNDING 15,000
    ALIAS CHAMBER ENSEMBLE
    823 MELPARK CT
    NASHVILLE,TN37204
    N/A PC PROGRAM FUNDING 2,500
    ALIVE HOSPICE INC
    1718 PATTERSON ST
    NASHVILLE,TN37203
    N/A PC OPERATIONAL AND CAPITAL FUNDING 75,000
    ALZ'S DISEASE RESEARCH FDN
    34 WASHINGTON ST SUITE 200
    WELLESLEY HILLS,MA02481
    N/A PC HONORARIUM PAYMENT 10,000
    ALZHEIMER'S ASSOCIATION
    4825 TROUSDALE DRIVE SUITE 220
    NASHVILLE,TN37220
    N/A PC MATCHING GIFT 5,000
    AM NATL RED CROSS
    2201 CHARLOTTE AVENUE
    NASHVILLE,TN37203
    N/A PC PROGRAM AND CAPITAL FUNDING 150,000
    AMERICAN CANCER SOCIETY INC
    2000 CHARLOTTE AVENUE
    NASHVILLE,TN37203
    N/A PC HONORARIUM PAYMENT 1,750
    AMERICAN CANCER SOCIETY INC
    250 WILLIAMS ST
    ATLANTA,GA30303
    N/A PC HONORARIUM PAYMENT 1,000
    AMERICAN DIABETES ASSOCIATION
    220 GREAT CIRCLE ROAD SUITE 134
    NASHVILLE,TN37228
    N/A PC HONORARIUM PAYMENT 500
    ASSISTANCE LEAGUE OF NASHVILLE
    PO BOX 653
    BRENTWOOD,TN370240653
    N/A PC PROGRAM FUNDING 5,000
    BACKFIELD IN MOTION INC
    920 WOODLAND STREET
    NASHVILLE,TN37206
    N/A PC PROGRAM FUNDING 15,000
    BAREFOOT REPUBLIC INC
    1226 LAKEVIEW DRIVE SUITE G
    FRANKLIN,TN37067
    N/A PC OPERATIONAL FUNDING 10,000
    BEGIN ANEW
    420 MAIN STREET
    NASHVILLE,TN37216
    N/A PC HONORARIUM PAYMENT 250
    BELCOURT THEATRE INC
    2102 BELCOURT AVE
    NASHVILLE,TN37212
    N/A PC PROGRAM FUNDING 15,000
    BETHLEHEM CENTERS OF NASHVILLE
    1417 CHARLOTTE AVENUE
    NASHVILLE,TN37203
    N/A PC PROGRAM FUNDING 25,000
    BIG BROS BIG SISTERS OF MIDDLE TN
    1704 CHARLOTTE AVE 130
    NASHVILLE,TN37203
    N/A PC OPERATIONAL FUNDING 15,000
    BOOK'EM
    161 RAINS AVE
    NASHVILLE,TN37203
    N/A PC OPERATIONAL FUNDING 2,500
    BOY SCOUTS OF AM MID TN COUNCIL
    3414 HILLSBORO PIKE PO BOX 150409
    NASHVILLE,TN37215
    N/A PC PROGRAM FUNDING 15,000
    BOYS & GIRLS CLUB OF MID TN
    1704 CHARLOTTE AVENUE SUITE 200
    NASHVILLE,TN37203
    N/A PC PROGRAM FUNDING 25,000
    BOYS & GIRLS CLUB OF RUTHERFORD CO
    820 JONES BLVD
    MURFREESBORO,TN37129
    N/A PC PROGRAM FUNDING 3,000
    BRIGHTSTONE INC
    140 SOUTHEAST PARKWAY COURT
    FRANKLIN,TN37064
    N/A PC PROGRAM FUNDING 7,500
    CENTER FOR NON-PROFIT MANAGEMENT
    37 PEABODY ST SUITE 201
    NASHVILLE,TN37210
    N/A PC PROGRAM FUNDING 115,688
    CHILDREN'S HOME SOC OF FL N CEN DIV
    1801 MICCOSUKEE COMMONS DRIVE
    TALLAHASSEE,FL32308
    N/A PC HONORARIUM PAYMENT 1,000
    CIUDAD NUEVA COMMUNITY OUTREACH
    810 N CAMPBELL
    EL PASO,TX79902
    N/A PC HONORARIUM PAYMENT 2,000
    COMMUNITIES IN SCHOOLS OF TENNESSEE
    1207 18TH AVE S
    NASHVILLE,TN37212
    N/A PC PROGRAM FUNDING 15,000
    COMMUNITY CARE FELLOWSHIP
    511 S 8TH ST
    NASHVILLE,TN37206
    N/A PC OPERATIONAL FUNDING 5,000
    COMMUNITY FDN OF MID TN INC
    3833 CLEGHORN AVENUE SUITE 400
    NASHVILLE,TN37215
    N/A PC MATCHING GIFT 60,500
    COMMUNITY RESOURCE CENTER
    218 OMOHUNDRO PLACE
    NASHVILLE,TN37210
    N/A PC OPERATIONAL FUNDING 18,000
    CONEXION AMERICAS
    2195 NOLENSVILLE PIKE
    NASHVILLE,TN37211
    N/A PC PROGRAM FUNDING 100,000
    CONSERV FOR THE PARTH & CENTENN PK
    2565 PARK PLAZA
    NASHVILLE,TN37203
    N/A PC CAPITAL FUNDING 1,000,000
    COUNCIL ON AGING OF GRTR NASHVILLE
    95 WHITE BRIDGE ROAD SUITE 114
    NASHVILLE,TN37205
    N/A PC PROGRAM FUNDING 2,500
    COUNTRY MUSIC FOUNDATION INC
    222 FIFTH AVENUE SOUTH
    NASHVILLE,TN37203
    N/A PC PROGRAM FUNDING 10,000
    COURT APPOINTED SPECIAL ADVOCATE
    601 WOODLAND STREET
    NASHVILLE,TN37206
    N/A PC OPERATIONAL FUNDING 6,000
    CROSSBRIDGE INC
    335 MURFREESBORO ROAD
    NASHVILLE,TN372102824
    N/A PC PROGRAM FUNDING 2,500
    CYSTIC FIBROSIS FDN TN CHAPT
    4538 TROUSDALE DRIVE
    NASHVILLE,TN37204
    N/A PC MATCHING GIFT 1,765
    DENTON PREGNANCY RESOURCE CENTER
    521 NORTH LOCUST ST
    DENTON,TX76201
    N/A PC HONORARIUM PAYMENT 1,000
    DICKSON COMMUNITY CLINIC
    111 HIGHWAY 70 EAST SUITE 202
    DICKSON,TN37055
    N/A PC OPERATIONAL FUNDING 50,000
    DISCOVERY CTR OF MURFREE SPRINGS
    502 SE BROAD ST
    MURFREESBORO,TN37130
    N/A PC OPERATIONAL FUNDING 15,000
    DOWN SYNDROME ASSN
    PO BOX 1182
    MT JULIET,TN37121
    N/A PC MATCHING GIFT 2,271
    DR JILL GIVES HOPE FOUNDATION
    6213 W 138TH ST
    OVERLAND PARK,KS66223
    N/A PC HONORARIUM PAYMENT 4,000
    EDUC EQUAL OPPORTUNITY GRP
    4120 BUENAVIEW COURT PO BOX 24056
    NASHVILLE,TN37202
    N/A PC HONORARIUM PAYMENT 3,000
    END SLAVERY TENNESSEE
    PO BOX 160069
    NASHVILLE,TN37216
    N/A PC OPERATIONAL FUNDING 15,000
    EQUAL CHANCE FOR EDUCATION
    700 BELLE MEADE BLVD
    NASHVILLE,TN37205
    N/A PC OPERATIONAL FUNDING 50,000
    EXTENDED HANDS OF HOPE
    PO BOX 1938
    BROOMFIELD,CO80038
    N/A PC HONORARIUM PAYMENT 1,000
    FAITH FAMILY MEDICAL CENTER
    326 21ST AVENUE NORTH
    NASHVILLE,TN37203
    N/A PC OPERATIONAL FUNDING 50,000
    FAMILY AND CHILDREN'S SERVICE
    1704 HEIMAN STREET
    NASHVILLE,TN37208
    N/A PC PROGRAM, OPERATIONAL, AND CAPITAL FUNDING 225,000
    FANNIE BATTLE DAY HM FOR CHILD
    108 CHAPEL AVENUE
    NASHVILLE,TN37206
    N/A PC OPERATIONAL FUNDING 5,000
    FIFTYFORWARD
    174 RAINS AVE
    NASHVILLE,TN37203
    N/A PC PROGRAM FUNDING 50,500
    FIRST STEPS INC
    1900 GRAYBAR LANE
    NASHVILLE,TN37215
    N/A PC OPERATIONAL FUNDING 15,000
    FRIENDS OF WARNER PARKS
    50 VAUGHN ROAD
    NASHVILLE,TN37221
    N/A PC OPERATIONAL FUNDING 5,000
    FRIST ART MUSEUM
    919 BROADWAY
    NASHVILLE,TN37203
    N/A PC OPERATIONAL FUNDING 300,000
    FSG INC
    500 BOYLSTON ST SUITE 600
    BOSTON,MA02116
    N/A PC PROGRAM FUNDING 31,562
    GIGIS PLAYHOUSE INC
    1724 CAROTHERS PARKWAY SUITE 400
    BRENTWOOD,TN37027
    N/A PC OPERATIONAL FUNDING 2,500
    GILDA'S CLUB MIDDLE TENNESSEE
    1707 DIVISION STREET
    NASHVILLE,TN372032701
    N/A PC CAPITAL FUNDING 50,000
    GIRL SCOUTS OF MIDDLE TENNESSEE
    4522 GRANNY WHITE PIKE
    NASHVILLE,TN37204
    N/A PC PROGRAM FUNDING 50,000
    GOODWILL OF NORTH GEORGIA
    2201 LAWRENCEVILLE HIGHWAY SUITE
    300
    DECATUR,GA30033
    N/A PC HONORARIUM PAYMENT 500
    GRACEWORKS MINISTRIES INC
    104 SOUTHEAST PARKWAY
    FRANKLIN,TN37064
    N/A PC OPERATIONAL FUNDING 15,000
    GRANT HALLIBURTON FOUNDATION
    6390 LYNDON B JOHNSON FWY 106
    DALLAS,TX75240
    N/A PC HONORARIUM PAYMENT 2,500
    GUIDESTAR
    4801 COURTHOUSE STREET SUITE 220
    WILLIAMSBURG,VA23188
    N/A PC OPERATIONAL FUNDING 10,000
    GWINNETT FIRE EMP BEN FUND
    408 HURRICAN SHOLAS RD NE
    LAWRENCEVILLE,GA30046
    N/A PC HONORARIUM PAYMENT 500
    HANDS ON NASHVILLE INC
    37 PEABODY STREET SUITE 206
    NASHVILLE,TN37210
    N/A PC OPERATIONAL FUNDING 30,000
    HARD BARGAIN MT HOPE REDEVELOP
    PO BOX 545
    FRANKLIN,TN37065
    N/A PC OPERATIONAL FUNDING 2,500
    HARVEST HANDS COMM DEVELOP CORP
    155 B OLD HERMITAGE AVE
    NASHVILLE,TN37210
    N/A PC OPERATIONAL FUNDING 5,000
    HEARING BRIDGES
    935 EDGEHILL AVE
    NASHVILLE,TN37203
    N/A PC PROGRAM FUNDING 20,000
    HEARTS NEED ART
    PO BOX 868
    HELOTES,TX78023
    N/A PC HONORARIUM PAYMENT 1,000
    HIGH HOPES INC
    301 HIGH HOPES COURT
    FRANKLIN,TN37064
    N/A PC OPERATIONAL FUNDING 15,000
    HOMEWORK HOTLINE INC
    4805 PARK AVE
    NASHVILLE,TN37209
    N/A PC OPERATIONAL FUNDING 12,000
    HOPE CLINIC
    1810 HAYES STREET
    NASHVILLE,TN37203
    N/A PC OPERATIONAL FUNDING 15,000
    HOSP HOSPITALITY HOUSE OF NASHVILLE
    214 REIDHURST AVENUE
    NASHVILLE,TN37203
    N/A PC CAPITAL AND OPERATIONAL FUNDING 115,000
    INSIGHT COUNSELING CENTERS
    PO BOX 50242
    NASHVILLE,TN37205
    N/A PC PROGRAM FUNDING 5,000
    INTERFAITH DENTAL CLNC OF NASHVILLE
    1721 PATTERSON STREET
    NASHVILLE,TN37203
    N/A PC OPERATIONAL FUNDING 50,000
    JUDI'S HOUSE
    1741 GAYLORD ST
    DENVER,CO80206
    N/A PC HONORARIUM PAYMENT 1,000
    JUNIOR ACHIEVEMENT OF MID TN
    120 POWELL PLACE
    NASHVILLE,TN37204
    N/A PC CAPITAL AND OPERATIONAL FUNDING 65,000
    JUVENILE DIABETES RSH FDN INTL
    105 WESTPARK DRIVE SUITE 415
    BRENTWOOD,TN37027
    N/A PC MATCHING GIFT AND OPERATIONAL FUNDING 7,500
    KELLY'S WAY CHARITY
    4773 MONTICELLO BLVD
    CLEVELAND,OH44143
    N/A PC HONORARIUM PAYMENT 5,000
    KING'S DAUGHTERS DAY HOME
    590 NORTH DUPONT AVENUE
    MADISON,TN37115
    N/A PC OPERATIONAL FUNDING 15,000
    LEADERSHIP NASHVILLE
    PO BOX 190498
    NASHVILLE,TN372190498
    N/A PC OPERATIONAL FUNDING 5,000
    LEUKEMIA & LYMPHOMA SOCIETY
    3 INTERNATIONAL DRIVE SUITE 200
    RYE BROOK,NY10573
    N/A PC PROGRAM FUNDING 1,000,000
    LEUKEMIA-LYMPHOMA SOCIETY-TENNESSEE
    404 BNA DRIVE SUITE 102
    NASHVILLE,TN37217
    N/A PC MATCHING GIFT 25,000
    LUKE 1412
    PO BOX 120864
    NASHVILLE,TN37212
    N/A PC PROGRAM FUNDING 2,500
    MAKE-A-WISH OF MIDDLE TENNESSEE
    8119 ISABELLA LN STE 105A
    BRENTWOOD,TN37027
    N/A PC OPERATIONAL FUNDING 15,000
    MARCH OF DIMES BIRTH DEFECTS FDN
    1101 KERMIT DRIVE SUITE 201
    NASHVILLE,TN37217
    N/A PC MATCHING GIFT 25,000
    MARTHA O'BRYAN CENTER INC
    711 SOUTH SEVENTH STREET
    NASHVILLE,TN372063895
    N/A PC CAPITAL AND PROGRAM FUNDING 150,000
    MARY PARRISH CTR
    PO BOX 60009
    NASHVILLE,TN37206
    N/A PC OPERATIONAL FUNDING 25,000
    MATTHEW WALKER COM HEALTH CTR INC
    1035 14TH AVENUE NORTH
    NASHVILLE,TN37208
    N/A PC PROGRAM FUNDING 50,000
    MCNEILLY CENTER FOR CHILDREN INC
    100 MERIDIAN ST
    NASHVILLE,TN37207
    N/A PC PROGRAM AND OPERATIONAL FUNDING 50,000
    MEDICAL CENTER OF MCKINNEY AUXILARY
    4500 MEDICAL CENTER DRIVE
    MCKINNEY,TX750691850
    N/A PC HONORARIUM PAYMENT 2,500
    MEN OF VALOR
    504 VALOR WAY
    NASHVILLE,TN37174
    N/A PC CAPITAL AND OPERATIONAL FUNDING 130,000
    MENDING HEARTS INC
    1003 43RD AVENUE NORTH
    NASHVILLE,TN37209
    N/A PC PROGRAM FUNDING 25,000
    MENTAL HEALTH AMERICA OF MID TN
    446 METROPLEX DRIVE SUITE A-224
    NASHVILLE,TN37211
    N/A PC PROGRAM FUNDING AND MATCHING GIFT 20,000
    MERCY COMMUNITY HEALTHCARE
    1113 MURFREESBORO ROAD SUITE 319
    FRANKLIN,TN37064
    N/A PC OPERATIONAL FUNDING 50,000
    METRO PUBLIC HEALTH DEPARTMENT
    2500 CHARLOTTE AVENUE
    NASHVILLE,TN37203
    N/A PC OPERATIONAL FUNDING 7,500
    METRO UNITED WAY
    334 EAST BROADWAY PO BOX 4488
    LOUISVILLE,KY402040488
    N/A PC HONORARIUM PAYMENT 500
    MIDDLE TENNESSEE STATE UNIV FDN
    OFFICE OF DEVELOPMENT PO BOX 109
    MURFREESBORO,TN37132
    N/A PC PROGRAM FUNDING 5,000
    MIRIAM'S PROMISE
    522 RUSSELL STREET
    NASHVILLE,TN37206
    N/A PC HONORARIUM PAYMENT 1,250
    MLK MAGNET SCHOOL
    615 17TH AVENUE
    NASHVILLE,TN37204
    N/A PC MATCHING GIFT 500
    MONROE HARDING INC
    1120 GLENDALE LANE
    NASHVILLE,TN372044113
    N/A PC OPERATIONAL FUNDING 25,000
    MOTIVATING YOUTH FOUNDATION
    905 MAIN ST
    MACON,GA31217
    N/A PC HONORARIUM PAYMENT 2,000
    MUSIC CITY MLK ROUNDBALL CLASSIC
    4300 KINGS LANE
    NASHVILLE,TN372181009
    N/A PC HONORARIUM PAYMENT 500
    MUSIC FOR SENIORS
    161 RAINS AVE
    NASHVILLE,TN372035330
    N/A PC OPERATIONAL FUNDING 2,500
    MUSICIANS ON CALL INC
    1300 DIVISION STREET STE 301
    NASHVILLE,TN37203
    N/A PC PROGRAM FUNDING 5,000
    NAMI
    3802 N FAIRFAX DR SUITE 100
    ARLINGTON,VA22203
    N/A PC PROGRAM FUNDING 30,000
    NASHVILLE ADULT LIT COUNCIL INC
    4805 PARK AVE 305
    NASHVILLE,TN37209
    N/A PC PROGRAM FUNDING 15,000
    NASHVILLE AREA CHAMBER OF COMMERCE
    211 COMMERCE STREET SUITE 100
    NASHVILLE,TN37201
    N/A PC PROGRAM FUNDING 5,000
    NASHVILLE BALLET
    3630 REDMON STREET
    NASHVILLE,TN37209
    N/A PC PROGRAM FUNDING 10,000
    NASHVILLE CHILDREN'S ALLIANCE
    1264 FOSTER AVENUE
    NASHVILLE,TN37210
    N/A PC OPERATIONAL FUNDING 7,500
    NASHVILLE CHILDRENS THEATRE ASSN
    25 MIDDLETON ST
    NASHVILLE,TN37210
    N/A PC HONORARIUM PAYMENT 250
    NASHVILLE CONFLICT RESOLUTIONCTR
    4732 W LONGDALE DRIVE
    NASHVILLE,TN37211
    N/A PC PROGRAM FUNDING 10,000
    NASHVILLE DOLPHINS
    95 WHITE BRIDGE RD 209
    NASHVILLE,TN37205
    N/A PC PROGRAM FUNDING 2,500
    NASHVILLE FOOD PROJECT INC
    5904 CALIFORNIA AVENUE
    NASHVILLE,TN37209
    N/A PC CAPITAL AND OPERATIONAL FUNDING 55,000
    NASHVILLE INTL CTR FOR EMPOWERMENT
    417 WELSHWOOD DR STE 100
    NASHVILLE,TN37211
    N/A PC PROGRAM FUNDING 25,000
    NASHVILLE OPERA ASSOCIATION
    3622 REDMON STREET
    NASHVILLE,TN37209
    N/A PC OPERATIONAL FUNDING 40,000
    NASHVILLE OPPORTUNITIES INDUST CTR
    50 VANTAGE WAY SUITE 201
    NASHVILLE,TN37228
    N/A PC OPERATIONAL FUNDING 25,000
    NASHVILLE PUBLIC LIBRARY FOUNDATION
    615 CHURCH STREET
    NASHVILLE,TN37219
    N/A SO I PROGRAM FUNDING 25,000
    NASHVILLE PUBLIC TELEVISION INC
    161 RAINS AVENUE
    NASHVILLE,TN37203
    N/A PC PROGRAM FUNDING 25,000
    NASHVILLE REPERTORY THEATRE INC
    161 RAINS AVE
    NASHVILLE,TN372035330
    N/A PC OPERATIONAL FUNDING 35,000
    NASHVILLE SYMPHONY ASSOCIATION
    1 SYMPHONY PLACE
    NASHVILLE,TN37201
    N/A PC PROGRAM FUNDING 15,000
    NASHVILLE TECH COUNCIL FDN
    500 INTERSTATE BOULEVARD SOUTH
    SUITE 200
    NASHVILLE,TN37210
    N/A PC OPERATIONAL FUNDING 15,000
    NATL MUSEUM OF AFRICAN AM MUSIC
    618 CHURCH ST 130
    NASHVILLE,TN37219
    N/A PC CAPITAL FUNDING 200,000
    NEW BEGINNINGS CENTER
    509 CRAIGHEAD STREET SUITE 100
    NASHVILLE,TN37204
    N/A PC OPERATIONAL FUNDING 25,000
    NURSES FOR NEWBORNS FOUNDATION
    50 VANTAGE WAY SUITE 101
    NASHVILLE,TN37228
    N/A PC PROGRAM FUNDING 15,000
    OASIS CENTER INC
    1704 CHARLOTTE AVE SUITE 200
    NASHVILLE,TN37203
    N/A PC PROGRAM FUNDING 25,000
    OPERATION STAND DOWN NASHVILLE INC
    1125 12TH AVENUE SOUTH
    NASHVILLE,TN37203
    N/A PC CAPITAL AND OPERATIONAL FUNDING 175,000
    OUR KIDS
    1804 HAYES STREET
    NASHVILLE,TN37203
    N/A PC HONORARIUM PAYMENT 1,000
    OVARIAN CANCER RESR FUND ALLIANCE
    PO BOX 32141
    NEW YORK,NY100872141
    N/A PC HONORARIUM PAYMENT 1,000
    OWL'S HILL NATURE SANCTUARY
    545 BEECH CREEK ROAD SOUTH
    BRENTWOOD,TN37027
    N/A PC PROGRAM FUNDING 2,500
    OZ ARTS INC
    6172 COCKRILL BEND CIRCLE
    NASHVILLE,TN37209
    N/A PC OPERATIONAL FUNDING 15,000
    PANCREATIC CANCER ACTION NETWORK
    1500 ROSECRANS AVENUE SUITE 200
    MANHATTAN BEACH,CA90266
    N/A PC HONORARIUM PAYMENT 500
    PARK CENTER
    801 12TH AVENUE SOUTH
    NASHVILLE,TN37203
    N/A PC OPERATIONAL FUNDING 50,000
    PENCIL FOUNDATION
    7199 COCKRILL BEND BLVD
    NASHVILLE,TN37209
    N/A PC CAPITAL AND PROGRAM FUNDING 65,000
    POVERTY & THE ARTS
    1207 DICKERSON PIKE
    NASHVILLE,TN37207
    N/A PC OPERATIONAL FUNDING 5,000
    PRESTON TAYLOR MINISTRIES
    4014 INDIANA AVENUE
    NASHVILLE,TN37209
    N/A PC PROGRAM FUNDING 5,000
    PREVENT CHILD ABUSE TENNESSEE
    4721 TROUSDALE DRIVE 121
    NASHVILLE,TN37220
    N/A PC PROGRAM FUNDING 30,000
    PRIMARY CARE & HOPE CLINIC
    1453 HOPE WAY
    MURFREESBORO,TN37129
    N/A PC OPERATIONAL FUNDING 50,000
    PROJECT RETURN INC
    806 4TH AVE S
    NASHVILLE,TN37210
    N/A PC OPERATIONAL FUNDING 10,000
    PROSPECT INC
    960 MADDOX SIMPSON PARKWAY
    LEBANON,TN37090
    N/A PC OPERATIONAL FUNDING 10,000
    PROVERBS 12 10 ANIMAL RES & ADOPT
    PO BOX 279
    BURNS,TN37029
    N/A PC OPERATIONAL FUNDING 2,500
    REFUGE CENTER FOR COUNSELING INC
    103 FORREST CROSSING BOULEVARD
    SUITE 102
    FRANKLIN,TN37064
    N/A PC PROGRAM FUNDING 3,500
    REJOICE MINISTRIES INC
    700 RUSSELL ST
    NASHVILLE,TN37206
    N/A PC PROGRAM FUNDING 4,000
    RENEWAL HOUSE
    3410 CLARKSVILLE PIKE
    NASHVILLE,TN37218
    N/A PC PROGRAM FUNDING 15,000
    ROCK THE STREET WALL STREET
    3523 TRIMBLE ROAD
    NASHVILLE,TN37215
    N/A PC PROGRAM FUNDING 12,500
    ROCKETOWN OF MIDDLE TENNESSEE
    601 FOURTH AVENUE SOUTH
    NASHVILLE,TN37210
    N/A PC PROGRAM FUNDING 25,000
    RONALD MCDONALD HOUSE CHAR OF NASH
    2144 FAIRFAX AVENUE
    NASHVILLE,TN37212
    N/A SO I MATCHING GIFT 5,000
    ROOM IN THE INN
    705 DREXEL STREET
    NASHVILLE,TN37203
    N/A PC OPERATIONAL FUNDING 50,000
    SAFE HAVEN FAMILY SHELTER
    1234 THIRD AVENUE SOUTH
    NASHVILLE,TN37210
    N/A PC OPERATIONAL FUNDING AND MATCHING GIFT 53,830
    SALAMA FELLOW URBAN MINIS
    1205 8TH AVENUE SOUTH
    NASHVILLE,TN37203
    N/A PC PROGRAM FUNDING 5,000
    SALVATION ARMY
    631 DICKERSON PIKE
    NASHVILLE,TN37207
    N/A PC CAPITAL AND OPERATIONAL FUNDING 150,000
    SALVUS CLINIC INC
    556 HARTSVILLE PIKE SUITE 200
    GALLATIN,TN37066
    N/A PC OPERATIONAL FUNDING 50,000
    SAN JOSE PUBLIC LIBRARY FOUNDATION
    PO BOX 611540
    SAN JOSE,CA951611540
    N/A PC HONORARIUM PAYMENT 5,000
    SECOND HARVEST FOOD BK OF MID TN
    331 GREAT CIRCLE ROAD
    NASHVILLE,TN37228
    N/A PC OPERATIONAL FUNDING 50,000
    SENIOR RIDE NASHVILLE
    298 FOSTER STREET
    NASHVILLE,TN37207
    N/A PC OPERATIONAL FUNDING 50,000
    SEXUAL ASSAULT CENTER
    101 FRENCH LANDING DR
    NASHVILLE,TN37228
    N/A PC CAPITAL AND OPERATIONAL FUNDING 165,000
    SHARING HEARTS TEXAS
    8103 BROADWAY SUITE 205
    SAN ANTONIO,TX78209
    N/A PC HONORARIUM PAYMENT 1,000
    SILOAM HEALTH
    820 GALE LANE
    NASHVILLE,TN37204
    N/A PC OPERATIONAL FUNDING 50,000
    SNAPS (SPEC NEED ADOPT PARENT SVCS)
    1869 E SELTICE WAY 364
    POST FALLS,ID83854
    N/A PC HONORARIUM PAYMENT 1,000
    SOUTHEASTERN COUNCIL OF FOUNDATIONS
    100 PEACHTREE STREET SUITE 2080
    ATLANTA,GA30303
    N/A PC SOUTHEASTERN COUNCIL OF FDN MEMBERSHIP 9,790
    SPECIAL KIDS INC
    2208 EAST MAIN STREET
    MURFREESBORO,TN37130
    N/A PC PROGRAM FUNDING 15,000
    ST LUKE'S COMM HOUSE EPISC
    5601 NEW YORK AVENUE
    NASHVILLE,TN37209
    N/A PC OPERATIONAL AND PROGRAM FUNDING 42,000
    STARS-NASHVILLE
    1704 CHARLOTTE AVENUE SUITE 200
    NASHVILLE,TN37203
    N/A PC OPERATIONAL FUNDING 17,000
    TEACH FOR AMER- GREATER NASHVILLE
    220 ATHENS WAY SUITE 300
    NASHVILLE,TN37228
    N/A PC PROGRAM FUNDING 50,000
    TECHBRIDGE INC
    500 INTERSTATE BLVD S SUITE 200
    NASHVILLE,TN37210
    N/A PC OPERATIONAL AND PROGRAM FUNDING 65,000
    TENNESSEE BREAST CANCER COALITION
    9005 OVERLOOK BOULEVARD
    BRENTWOOD,TN37027
    N/A PC OPERATIONAL FUNDING 2,500
    TENNESSEE CHARITABLE CARE NETWORK
    1515 B HAYDEN DR
    NASHVILLE,TN37206
    N/A PC OPERATIONAL FUNDING 15,000
    TENNESSEE DISABILITY COALITION
    955 WOODLAND STREET
    NASHVILLE,TN37206
    N/A PC OPERATIONAL FUNDING AND HONORARIUM PAYMENT 20,000
    TENNESSEE HISTORY FOR KIDS
    PO BOX 281
    FRANKLIN,TN37065
    N/A PC PROGRAM FUNDING 2,500
    TENNESSEE JUSTICE CENTER
    211 7TH AVE N SUITE 100
    NASHVILLE,TN37219
    N/A PC PROGRAM FUNDING 50,000
    TENNESSEE KIDNEY FOUNDATION INC
    37 PEABODY ST SUITE 206
    NASHVILLE,TN37210
    N/A PC HONORARIUM PAYMENT 250
    TENNESSEE MEDICAL FOUNDATION
    5141 VIRGINIA WAY SUITE 110
    BRENTWOOD,TN37027
    N/A PC OPERATIONAL FUNDING 25,000
    THE CONTRIBUTOR
    PO BOX 332023
    NASHVILLE,TN37203
    N/A PC OPERATIONAL FUNDING 5,000
    THE CROSSROADS CAMPUS
    707 MONROE ST
    NASHVILLE,TN37208
    N/A PC CAPITAL AND OPERATIONAL FUNDING 110,000
    THE FAMILY CENTER
    139 THOMPSON LANE
    NASHVILLE,TN37211
    N/A PC PROGRAM FUNDING 16,500
    THE HEIMERDINGER FOUNDATION INC
    4004 HILLSBORO PIKE SUITE 223-B
    NASHVILLE,TN37215
    N/A PC OPERATIONAL FUNDING 5,000
    THE JASON FOUNDATION
    18 VOLUNTEER DRIVE
    HENDERSONVILLE,TN37075
    N/A PC OPERATIONAL FUNDING 15,000
    THE NEXT DOOR INC
    402 22ND AVE N
    NASHVILLE,TN37203
    N/A PC PROGRAM FUNDING 50,000
    THE UNIV OF TN FDN INC
    409 HENSON HALL
    KNOXVILLE,TN379963333
    N/A PC PROGRAM FUNDING 15,000
    TN IMMIGRANT & REFUGEE RIGHTS COAL
    2195 NOLENSVILLE PIKE
    NASHVILLE,TN37211
    N/A PC PROGRAM FUNDING 20,000
    TN JUSTICE FOR OUR NEIGH
    2195 NOLENSVILLE PIKE
    NASHVILLE,TN37211
    N/A PC OPERATIONAL FUNDING 2,500
    TN PERFORM ARTS CTR MGMT CORP
    505 DEADERICK STREET 3RD FLOOR
    NASHVILLE,TN37243
    N/A PC OPERATIONAL FUNDING 75,000
    UNITED CEREBRAL PALSY OF MID TN
    1200 9TH AVENUE NORTH SUITE 110
    NASHVILLE,TN37208
    N/A PC PROGRAM FUNDING 15,000
    UNITED WAY - YOURCAUSE PROCESSING
    6505 W PARK BLVD SUITE 306 PMB369
    PLANO,TX75093
    N/A PC MATCHING GIFT 5,274,185
    UNITED WAY OF MIDDLE TENNESSEE
    250 VENTURE CIRCLE
    NASHVILLE,TN37228
    N/A PC PROGRAM FUNDING AND MATCHING GIFT 217,000
    UNITED WAY OF WILLIAMSON COUNTY
    209 GOTHIC COURT STE 107
    FRANKLIN,TN370672810
    N/A PC MATCHING GIFT 15,600
    VOLUNTEERS OF AMERICA MID-STATES
    570 SOUTH 4TH STREET
    LOUISVILLE,KY40202
    N/A PC OPERATONAL FUNDING 10,000
    WAYNE REED CHRISTIAN CHILDCARE CTR
    11B LINDSLEY AVE
    NASHVILLE,TN37210
    N/A PC OPERATIONAL FUNDING 3,000
    WILLIAMSON COUNTY CASA INC
    212 EAST MAIN STREET SUITE 200
    FRANKLIN,TN37064
    N/A PC OPERATIONAL FUNDING 5,000
    YMCA OF NASHVILLE & MIDDLE TN
    1000 CHURCH STREET
    NASHVILLE,TN37216
    N/A PC OPERATIONAL FUNDING 10,000
    YOUNG LEADERS COUNCIL INC
    2200 HILLSBORO RD STE 260
    NASHVILLE,TN37212
    N/A PC OPERATIONAL FUNDING 15,000
    YOUTH ENCOURAGEMENT SERVICES INC
    521 MCIVER STREET
    NASHVILLE,TN37211
    N/A PC OPERATIONAL FUNDING 3,500
    YOUTH VILLAGES INC
    3310 PERIMETER HILL DRIVE
    NASHVILLE,TN37211
    N/A PC PROGRAM FUNDING 15,000
    YWCA OF NASHVILLE & MID TN
    1608 WOODMONT BOULEVARD
    NASHVILLE,TN37215
    N/A PC PROGRAM FUNDING 50,000
    Total .................................bullet 3a 12,699,441
    bApproved for future payment
    AM NATL RED CROSS
    2201 CHARLOTTE AVE
    NASHVILLE,TN37203
    N/A PC CAPITAL FUNDING 250,000
    CENTER FOR NONPROFIT MANAGEMENT
    37 PEABODY ST SUITE 201
    NASHVILLE,TN37210
    N/A PC PROGRAM FUNDING 37,500
    CONSERV FOR THE PARTH & CENTENN PK
    2565 PARK PLAZA
    NASHVILLE,TN37203
    N/A PC CAPITAL FUNDING 2,000,000
    FAMILY AND CHILDREN'S SERVICE
    1704 HEIMAN STREET
    NASHVILLE,TN37208
    N/A PC CAPITAL FUNDING 100,000
    GILDAS CLUB MIDDLE TENNESSEE
    1707 DIVISION STREET
    NASHVILLE,TN37203
    N/A PC CAPITAL FUNDING 100,000
    HOSP HOSPITALITY HOUSE OF NASHVILLE
    214 REIDHURST AVE
    NASHVILLE,TN37203
    N/A PC CAPITAL FUNDING 300,000
    JUNIOR ACHIEVEMENT OF MID TN
    120 POWELL PLACE
    NASHVILLE,TN37204
    N/A PC CAPITAL FUNDING 50,000
    LESS DISCOUNT TO PRESENT VALUE
    VARIOUS
    NASHVILLE,TN37203
    N/A PC VARIOUS -58,693
    LEUKEMIA & LYMPHOMA SOCIETY
    3 INTERNATIONAL DR SUITE 200
    RYE BROOK,NY10573
    N/A PC PROGRAM FUNDING 1,079,765
    MARTHA O'BRYAN CENTER INC
    711 SOUTH 7TH ST
    NASHVILLE,TN372063815
    N/A PC CAPITAL FUNDING 400,000
    NATL MUSEUM OF AFRICAN AM MUSIC
    618 CHURCH ST 130
    NASHVILLE,TN37219
    N/A PC CAPITAL FUNDING 200,000
    PENCIL FOUNDATION
    4805 PARK AVENUE SUITE 101
    NASHVILLE,TN37209
    N/A PC CAPITAL FUNDING 50,000
    UNITED WAY - YOURCAUSE PROCESSING
    6905 W PARK BLVD SUITE 306 PMB369
    PLANO,TX75093
    N/A PC MATCHING GIFT 1,130,481
    UNITED WAY OF METRO NASHVILLE
    250 VENTURE CIRCLE
    NASHVILLE,TN37228
    N/A PC MATCHING GIFT 234,500
    UNITED WAY OF WILLIAMSON COUNTY
    209 GOTH CT SUITE 107
    FRANKLIN,TN37067
    N/A PC MATCHING GIFT 14,500
    Total .................................bullet 3b 5,888,053
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 14,170  
    4 Dividends and interest from securities....     14 1,295,924  
    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.....     14 57  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 3,885,512  
    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 5,195,663 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    5,195,663
    (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 (2018)
    Form 990-PF (2018)
    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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    THE HCA FOUNDATION
     
    Employer identification number

    61-1230563
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    THE HCA FOUNDATION
     
    Employer identification number
    61-1230563
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    HCA INC
     
    PO BOX 550
     
    NASHVILLE, TN372020050

    $ 7,012,500


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    PATRICIA FRIST ELCAN  
    1034 CHANCERY LANE
     
    NASHVILLE, TN37215

    $ 48,441


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    INSIGHT
     
    6820 S HARL AVENUE
     
    TEMPE, AZ85283

    $ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    4
    DELOITTE
     
    1033 DEMONBREUN STREET STE 400
     
    NASHVILLE, TN37203

    $ 7,500


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    THE HCA FOUNDATION
     
    Employer identification number

    61-1230563
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    OPERATIONAL EXPENDITURES FOR SERVICES USED BY THE HCA FOUNDATION $ 12,500 2018-10-26
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    THE HCA FOUNDATION
     
    Employer identification number

    61-1230563
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    THE HCA FOUNDATION
    EIN:
    61-1230563
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 45,794 19,050   26,744

    TY 2018 GeneralExplanationAttachment
    Name:
    THE HCA FOUNDATION
    EIN:
    61-1230563
    Identifier Return Reference Explanation
    COMPENSATION FORM 990-PF, PART I, LINE 13 FORM 990-PF, PART I, LINE 13: ALL OFFICERS AND DIRECTORS OTHER THAN THE PRESIDENT SERVE THE FOUNDATION ON A VOLUNTEER BASIS WITHOUT COMPENSATION. COMPENSATION TO THE PRESIDENT FOR SERVICES RENDERED TO THE FOUNDATION IS PAID DIRECTLY TO THE PRESIDENT BY HCA MANAGEMENT SERVICES, L.P. (A WHOLLY-OWNED SUBSIDIARY OF HCA HEALTHCARE, INC., SPONSOR OF THE FOUNDATION). THEREFORE, THE FOUNDATION DOES NOT PAY COMPENSATION OR OTHER BENEFITS THAT ARE REPORTABLE ON LINE 13 OF PART I OR ON LINE 1 OF PART VIII.

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE HCA FOUNDATION
    EIN:
    61-1230563
    Name of Stock End of Year Book Value End of Year Fair Market Value
    DIGIRAD CORP COM STK, 327,452 SHS 1,230,714 186,648
    NTGI COM DAILY S&P 500 EQTY, 1,880,187.45 SHS 30,977,631 38,620,937
    FCOI II HOLDINGS, LP 4,000,000 6,065,834
    SHEPHERD SELECT ASSET LTD 5,713 6,669
    OZ OVERSEAS II LTD 4,512,100 7,814,584
    BRIDGEWATER PURE ALPHA MAJOR MARKETS, LTD 5,000,000 6,691,303
    D. E. SHAW OCULUS INTERNATIONAL FUND 3,669,926 5,617,129
    MILLENNIUM INTERNATIONAL, LTD 3,815,199 6,621,636
    PIMCO RAE FUNDAMENTAL US INSTITUTIONAL, 2,131,601.88 SHS 14,979,178 20,761,802

    TY 2018 LandEtcSchedule2
    Name:
    THE HCA FOUNDATION
    EIN:
    61-1230563
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    WEBSITE 22,500 22,500 0  


    TY 2018 LegalFeesSchedule
    Name:
    THE HCA FOUNDATION
    EIN:
    61-1230563
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 20 0   2,018


    TY 2018 OtherAssetsSchedule
    Name:
    THE HCA FOUNDATION
    EIN:
    61-1230563
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INCOME ON INVESTMENTS 62,957 73,484 73,484
    EXCISE TAX DEPOSITS 14,301 0 0
    UNSETTLED INVESTMENT TRANSACTIONS 0 574,022 574,022


    TY 2018 OtherExpensesSchedule
    Name:
    THE HCA FOUNDATION
    EIN:
    61-1230563
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MAINTENANCE EXPENSE 29,598 0   29,598
    INSURANCE EXPENSE 500 0   500
    PORTFOLIO EXPENSE 57 57   0
    AMORTIZATION 625 0   0


    TY 2018 OtherIncomeSchedule2
    Name:
    THE HCA FOUNDATION
    EIN:
    61-1230563
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 RYE SELECT BROAD MARKET FUND, L.P. (BOOK/TAX DIFFERENCE) 57 0 57


    TY 2018 OtherIncreasesSchedule
    Name:
    THE HCA FOUNDATION
    EIN:
    61-1230563
    Description Amount
    DECREASE IN DEFERRED FEDERAL EXCISE TAX LIABILITY 149,816


    TY 2018 OtherLiabilitiesSchedule
    Name:
    THE HCA FOUNDATION
    EIN:
    61-1230563
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED FEDERAL EXCISE TAXES 619,257 469,441
    UNSETTLED INVESTMENT TRANSACTIONS 61,565 0
    EXCISE TAX PAYABLE 0 21,327


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE HCA FOUNDATION
    EIN:
    61-1230563
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGER FEES 108,274 108,274   0
    CUSTODIAL FEES 5,405 5,405   0


    TY 2018 TaxesSchedule
    Name:
    THE HCA FOUNDATION
    EIN:
    61-1230563
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 50,628 0   0
    PROPERTY TAXES 536 0   0