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

23-7017790
B Telephone number (see instructions)

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

D 1. 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$45,146,995J 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 150,496 150,496  
4 Dividends and interest from securities... 811,904 811,904  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,257,134
b Gross sales price for all assets on line 6a 7,309,754
7 Capital gain net income (from Part IV, line 2)... 2,083,710
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 219,033 312,017  
12 Total. Add lines 1 through 11........ 2,438,567 3,358,127  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 208,156 0   185,656
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 28,057 0   23,983
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 20,600 0   0
c Other professional fees (attach schedule).... Click to see attachment 30,998 0   19,517
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 71,432 44,529   12,519
19 Depreciation (attach schedule) and depletion... 1,340 0  
20 Occupancy.............. 12,720 0   10,812
21 Travel, conferences, and meetings....... 12,242 0   10,406
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 691,903 640,460   26,647
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,077,448 684,989   289,540
25 Contributions, gifts, grants paid....... 2,084,440 2,084,440
26 Total expenses and disbursements. Add lines 24 and 25 3,161,888 684,989   2,373,980
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -723,321
b Net investment income (if negative, enter -0-) 2,673,138
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......... 425,214 900,755 900,755
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,805,453 Click to see attachment3,104,944 4,144,201
c Investments—corporate bonds (attach schedule)....... 374,344 0 0
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 36,239,711 Click to see attachment36,322,179 40,101,665
14 Land, buildings, and equipment: basis bullet6,790
Less: accumulated depreciation (attach schedule) bullet6,416 1,714 374 374
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 40,846,436 40,328,252 45,146,995
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 SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
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........ 40,846,436 40,328,252
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see instructions)..... 40,846,436 40,328,252
31 Total liabilities and net assets/fund balances (see instructions). 40,846,436 40,328,252
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
40,846,436
2
Enter amount from Part I, line 27a .....................
2
-723,321
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
205,137
4
Add lines 1, 2, and 3 ..........................
4
40,328,252
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
40,328,252
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 1554.847 SH VANGUARD INSTITUTIONAL INDEX FUND P 2011-08-01 2018-01-31
b 17381.228 SHS GMO QUALITY FUND P 2018-01-30 2018-01-31
c 626.424 SH VANGUARD EXTENDED MARKET INDEX FUND P 2016-10-28 2018-01-31
d 14048 SH DTC INTERNATIONAL EQUITY COMMON P   2018-02-06
e 498.683 SH VANGUARD INSTITUTIONAL INDEX FD P 2017-01-30 2018-02-28
9494.580 SH FINTAN INVESTMENTS P   2018-02-28
16236.867 SH VANGUARD TOTAL BOND MARKET INDEX FUND P 2011-08-01 2018-02-28
879.972 SH VANGUARD EXTENDED MARKET INDEX FUND P 2017-02-03 2018-02-28
5919.495 SH GMO QUALITY FUND P 2018-02-27 2018-02-28
14134.128 SH DTC INTERNATIONAL EQUITY COMMON P 2016-08-31 2018-03-06
6,322.317176 SH WINSTON GLOBAL FUND LTD P 2008-03-31 2018-04-09
464.552 SH VANGUARD INSTITUTIONAL INDEX FUND P 2017-06-16 2018-06-29
18282.570 SH VANGUARD TOTAL BOND MARKET P   2018-06-29
2588.451 SH RIVERNORTH MARKETPLACE LENDING CORP P 2017-11-24 2018-07-12
21806.167 SH RIVERNORTH MARKETPLACE P 2017-11-24 2018-10-11
603.938 SH VANGUARD EXTENDED MARKET INDEX FUND P 2017-02-27 2018-10-31
715.308 SH VANGUARD INSTITUTIONAL INDEX FUND P   2018-10-31
25201.613 SH LAZARD EMERGING MARKETS CORE EQUITY P 2018-01-30 2018-10-31
55299.539 SH TORTOISE MLP & PIPELINE FUND P   2018-12-31
K-1: METROPOLITAN REAL ESTATE PARTNERS SECONDARY P   2018-12-31
K-1: METROPOLITAN REAL ESTATE PARTNERS GLOBAL V, LP P   2018-12-31
K-1: METROPOLITAN REAL ESTATE PARTNERS GLOBAL V, LP P   2018-12-31
K-1: INTERNATIONAL EQUITY COMMON TRUST FUND P   2018-12-31
K-1: INTERNATIONAL EQUITY COMMON TRUST FUND P   2018-12-31
K-1: DTC SHORT DURATION FIXED INCOME CTF P   2018-12-31
K-1: DTC SHORT DURATION FIXED INCOME CTF P   2018-12-31
K-1: DTC PRIVATE EQUITY V, LP P   2018-12-31
K-1: DTC PRIVATE EQUITY V, LP P   2018-12-31
K-1: DTC PRIVATE EQUITY IV, LP P   2018-12-31
K-1: DTC PRIVATE EQUITY IV, LP P   2018-12-31
K-1: CORE FIXED INCOME CTF P   2018-12-31
K-1: CORE FIXED INCOME CTF P   2018-12-31
METRO RE SCIF FLOWERS P   2018-12-31
5144.03 SH RIVERPARK SHORT TERM HIGH YIELD FUND P   2018-12-31
2136.752 SH LOOMIS SAYLES SENIOR P 2018-01-30 2018-12-31
16573.697 SH DTC CORE FIXED INCOME P 2018-04-30 2018-12-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 400,000   183,270 216,730
b 450,000   417,497 32,503
c 55,000   41,526 13,474
d 455,000   380,940 74,060
e 125,000   103,661 21,339
9,495   29,585 -20,090
170,000   176,332 -6,332
75,000   66,060 8,940
150,000   142,186 7,814
435,000   386,319 48,681
1,650,000   817,519 832,481
115,000   103,391 11,609
190,687   198,012 -7,325
60,233   65,125 -4,892
495,000   548,643 -53,643
50,000   46,479 3,521
175,000   156,123 18,877
250,000   316,208 -66,208
600,000   718,581 -118,581
28,180     28,180
69,193     69,193
28     28
513,130     513,130
    62,341 -62,341
    2,907 -2,907
    1,559 -1,559
68,178     68,178
12,749     12,749
    1,297 -1,297
72,648     72,648
    12,075 -12,075
    15,800 -15,800
26,441     26,441
50,000   50,410 -410
20,000   21,261 -1,261
150,000   160,937 -10,937
388,792     388,792
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       216,730
b       32,503
c       13,474
d       74,060
e       21,339
      -20,090
      -6,332
      8,940
      7,814
      48,681
      832,481
      11,609
      -7,325
      -4,892
      -53,643
      3,521
      18,877
      -66,208
      -118,581
      28,180
      69,193
      28
      513,130
      -62,341
      -2,907
      -1,559
      68,178
      12,749
      -1,297
      72,648
      -12,075
      -15,800
      26,441
      -410
      -1,261
      -10,937
      388,792
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 2,083,710
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 2,350,411 46,971,704 0.050039
2016 2,365,488 45,640,034 0.051829
2015 2,364,389 47,161,382 0.050134
2014 1,710,625 48,694,716 0.035130
2013 2,324,211 47,807,609 0.048616
2
Total of line 1, column (d) .....................
2
0.235748
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
0.047150
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
47,828,190
5
Multiply line 4 by line 3......................
5
2,255,099
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
26,731
7
Add lines 5 and 6........................
7
2,281,830
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,373,980
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 26,731
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 26,731
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 26,731
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 34,587
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 44,587
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 17,856
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet17,856 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 instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.MADDOXCHARITABLEFUND.ORG
    14
    The books are in care ofbulletREV MARY K FRISKICS-WARREN Telephone no.bullet (615) 481-8787

    Located atbullet100 TAYLOR STREET A-20NASHVILLETN ZIP+4bullet37208
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —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
    MARY K FRISKICS-WARREN EXECUTIVE DIRECTOR
    40.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    DAVID ESQUIVEL PAST CHAIR
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    LISA WILTSHIRE TRUSTEE
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    KAY SIMMONS TRUSTEE
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    LAUREN BRISKY TRUSTEE
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    GREG BURNS TRUSTEE
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    WILL MARTIN TRUSTEE
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    BRENDA WYNN CHAIR
    2.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    SALLIE BAILEY TRUSTEE- VICE CHAIR
    2.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    MAC PIRKLE TRUSTEE
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    JACKY AKBARI TRUSTEE
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    FORREST HARRIS TRUSTEE
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    MOLLIE SEHRING TRUSTEE
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    JAMIE SOCHOVKA TRUSTEE
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    DAVID ANDERSON TRUSTEE
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    JOSEPH GUTIERREZ PROGRAM ASSOCIATE
    2.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    HASINA MOHYUDDIN TRUSTEE
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    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
    DIVERSIFIED TRUST INVESTMENT ADVISOR 175,516
    TWO AMERICAN CENTER 3100 WEST END
    NASHVILLE,TN372031464
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    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
    47,085,065
    b
    Average of monthly cash balances.......................
    1b
    1,471,473
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    48,556,538
    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
    48,556,538
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    728,348
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    47,828,190
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,391,410
    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
    2,391,410
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    26,731
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    26,731
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,364,679
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,364,679
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,364,679
    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
    2,373,980
    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
    2,373,980
    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
    26,731
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,347,249
    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 2,364,679
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 529,287
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 2,373,980
    a Applied to 2017, but not more than line 2a 529,287
    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..... 1,844,693
    e Remaining amount distributed out of corpus 0
    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 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 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 ..........     		519,986
    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) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    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:
    DAN AND MARGARET MADDOX CHARITABLE
    100 TAYLOR STREET SUITE A -20
    NASHVILLE,TN37208
    (615) 385-1006
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION IS FILED ONLINE AT WWW.MADDOXCHARITABLEFUND.ORG ONLINE APPLICATION INCLUDES: ORGANIZATION HISTORY, PROGRAM DESCRIPTIONS, OUTCOMES AND BUDGET (ON REQUIRED FORM). ALL APPLICANTS ARE REQUIRED TO HAVE AN UP-TO-DATE GIVINGMATTERS.COM PROFILE.
    cAny submission deadlines:
    JANUARY 15 OF EACH YEAR. SEE WEB SITE AT WWW.MADDOXCHARITABLEFUND.ORG FOR MORE DETAILS.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    MIDDLE TENNESSEE COUNTIES IN THE AREAS OF EDUCATION, LOW INCOME YOUTH AND PROGRAMS THAT SUPPORT AND PROTECT WILDLIFE HABITATS, ESPECIALLY THOSE IMPORTANT FOR HUNTING AND FISHING. A DETAILED FREQUENTLY ASKED QUESTIONS IS ON THE WEB SITE AT WWW.MADDOXCHARITABLEFUND.ORG DURING THE GRANT SEASON.
    Form 990-PF (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
    P O BOX 140789
    NASHVILLE,TN37214     		NONE PUBLIC TO SUPPORT THE 100 KINGS PROGRAM TO SUPPORT YOUTH FELLOWSHIP. 15,000
    ADVENTURE SCIENCE CENTER
    800 FORT NEGLEY
    NASHVILLE,TN37203     		NONE PUBLIC TO SUPPORT YOUTH PROGRAMMING 500
    BELMONT UNIVERSITY
    1900 BELMONT BOULEVARD
    NASHVILLE,TN37212     		NONE PUBLIC TO SUPPORT PRESIDENTIAL SCHOLARS. 50,000
    BETHLEHEM CENTERS OF NASHVILLE
    1417 CHARLOTTE AVENUE
    NASHVILLE,TN37203     		NONE PUBLIC TO SUPPORT THE STARS AFTERSCHOOL PROGRAM 10,000
    BIG BROTHERSBIG SISTERS OF MID-TN
    1704 CHARLOTTE AVE STE 130
    NASHVILLE,TN37203     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 75,000
    BOOK 'EM
    421 GREAT CIRCLE ROAD STE 100A
    NASHVILLE,TN37228     		NONE PUBLIC TO SUPPORT THE READING IS FUNDAMENTAL PROGRAM AND CAPACITY BUILDING. 8,500
    BOYS GIRLS CLUB OF MAURY CO
    210 W 8TH ST
    COLUMBIA,TN38401     		NONE PUBLIC TO SUPPORT THE MADDOX ACADEMIC CASE MANAGEMENT PROGRAM 20,000
    CENTER FOR NONPROFIT MANAGEMENT
    37 PEABODY ST STE 201
    NASHVILLE,TN37210     		NONE PUBLIC TO SUPPORT THE FUND FOR EXCELLENCE AND SALUTE TO EXCELLENCE. 34,850
    COMMUNITIES IN SCHOOLS OF TENNESSEE
    401 COMMERCE ST PENTHOUSE
    NASHVILLE,TN37219     		NONE PUBLIC TO PROVIDE SUPPORT FOR IMPROVING DISADVANTAGE STUDENT OUTCOMES 57,000
    COMMUNITY FOUNDATION OF MIDDLE TN
    3833 CLEGHORN AVE
    NASHVILLE,TN37215     		NONE PUBLIC TO SUPPORT GIVINGMATTERS.COM. 8,750
    CONEXION AMERICAS
    2195 NOLENSVILLE PIKE
    NASHVILLE,TN37211     		NONE PUBLIC TO SUPPORT ESCALERA PROGRAM, DIRECTOR SEARCH AND ECA LEADERSHIP DEVELOPMENT. 50,000
    CROSSROADS PETS- SHOPS ADOPT
    707 MONROE STREET
    NASHVILLE,TN37208     		NONE PUBLIC TO SUPPORT JOB TRAINING AND EMPLOYMENT PROGRAM FOR YOUTH 50,000
    CUMBERLAND RIVER COMPACT
    2 VICTORY AVENUE STE 300
    NASHVILLE,TN37213     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT 15,000
    EAST NASHVILLE HOPE EXCHANGE
    419 WOODLAND STREET
    NASHVILLE,TN37206     		NONE PUBLIC TO SUPPORT THE SUMMER LITERACY PROGRAM. 12,000
    EDGEHILL NEIGHBORHOOD PARTNERSHIP
    1414 EDGEHILL AVENUE
    NASHVILLE,TN37212     		NONE PUBLIC TO SUPPORT THE SPOT: BUILDING YOUNG WOMEN'S FUTURES 15,000
    EQUAL CHANCE FOR EDUCATION
    700 BELLE MEADE BLVD
    NASHVILLE,TN37205     		NONE PUBLIC TO SUPPORT EDUCATION OPPORTUNITIES FOR UNDOCUMENTED STUDENTS IN TENNESSEE 25,500
    FIFTYFORWARD
    174 RAINS AVE
    NASHVILLE,TN37203     		NONE PUBLIC TO SUPPORT THE FRIENDS LEARNING IN PAIRS (FLIP) PROGRAM. 35,000
    FRANKTOWN OPEN HEARTS
    1095 WEST MCEWEN
    FRANKLIN,TN37067     		NONE PUBLIC TO SUPPORT THE FRANKTOWN YOUTH WILDLIFE APPRECIATION REWARDS PROGRAM 6,000
    GALLATIN SHALOM ZONE
    600 SMALL STREET
    NASHVILLE,TN37066     		NONE PUBLIC TO SUPPORT THE ACHIEVEMENT IN THE MAKING PROGRAM. 20,000
    GIRL SCOUTS OF MIDDLE TENNESSEE
    4522 GRANNY WHITE PIKE
    NASHVILLE,TN37204     		NONE PUBLIC TO SUPPORT THE L.E.A.D. PROGRAM FOR LOW-INCOME GIRLS. 25,500
    GOVERNOR'S BOOKS FROM BIRTH FOUNDAT
    312 ROSA PARKS AVE
    NASHVILLE,TN37243     		NONE PUBLIC TO SUPPORT DOLLY PARTON'S IMAGINATION LIBRARY IN MIDDLE TENNESSEE. 25,000
    GRACE M EATON CHILDCARE
    1708 PEARL STREET
    NASHVILLE,TN37203     		NONE PUBLIC TO SUPPORT THE STEAM ROLLERS AFTERSCHOOL & SUMMER CAMP PROGRAMS. 12,500
    GRANTMAKERS CONCERNED WITH IMMIGRAN
    PO BOX 1100
    SEBASTOPOL,CA95473     		NONE PUBLIC TO SUPPORT GENERAL OPERATIONS 2,500
    GRANTMAKERS FOR EFFECTIVE ORGANIZAT
    1725 DESCALES STREET NW SUITE 404
    WASHINGTON,DC20036     		NONE PUBLIC TO SUPPORT GENERAL OPERATIONS. 1,280
    HANDS ON NASHVILLE
    209 10TH AVE SOUTH STE 511
    NASHVILLE,TN37203     		NONE PUBLIC TO SUPPORT THE MARY CATHERINE STROBEL AWARDS 1,500
    HANDS ON NASHVILLE
    209 10TH AVE SOUTH STE 318
    NASHVILLE,TN37203     		NONE PUBLIC TO SUPPORT PROFESSIONAL DEVELOPMENT FOR AMERICORPS MEMBERS. 50,250
    HARPETH RIVER WATERSHED ASSOCIATION
    PO BOX 1127
    FRANKLIN,TN37065     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT 15,000
    HARVEST HANDS COMMUNITY DEVELOPMENT
    424 HUMPHREYS ST
    NASHVILLE,TN37203     		NONE PUBLIC TO SUPPORT THE ELEMENTARY AFTERSCHOOL PROGRAM. 15,000
    HOMEWORK HOTLINE
    4805 PARK AVENUE
    NASHVILLE,TN37209     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT 30,000
    HORIZONS UNIVERSITY SCHOOL OF NASHV
    2000 EDGEHILL AVENUE
    NASHVILLE,TN37212     		NONE PUBLIC TO SUPPORT HORIZONS AT UNIVERSITY SCHOOL OF NASHVILLE 25,000
    KING'S DAUGHTERS CHILD DEVELOPEMENT
    590 N DUPONT STREET
    MADISON,TN37215     		NONE PUBLIC TO SUPPORT SETTING THE STAGE FOR LEARNING. 10,000
    KIPP EAST NASHVILLE PREPARATORY
    123 DOUGLAS ST
    NSAHVILLE,TN37207     		NONE PUBLIC TO SUPPORT THE KIPP THROUGH COLLEGE PROGRAM. 10,000
    LEWIS COUNTY HISTORICAL SOCIETY
    108 EAST MAIN ST
    HOHENWALD,TN38462     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT 8,000
    LIPSCOMB UNIVERSITY
    ONE UNIVERSITY PARK DRIV
    NASHVILLE,TN37204     		NONE PUBLIC TO SUPPORT THE PIONERO SCHOLARS PROGRAM TO INCREASE TEACHER DIVERSITY IN MNPS 15,000
    MARTHA O'BRYAN CENTER
    711 SOUTH 7TH STREET
    NASHVILLE,TN37206     		NONE PUBLIC TO SUPPORT THE ACADEMIC STUDENT UNION POST SECONDARY SUCCESS PIPELINE. 75,000
    MCNEILLY CENTER FOR CHILDREN INC
    400 MERIDIAN ST
    NASHVILLE,TN37207     		NONE PUBLIC TO SUPPORT THE PRE-KINDERGARTEN PROGRAM. 30,000
    MIDDLE TN COUNCIL BOY SCOUTS OF AME
    3414 HILLSBORO PIKE
    NASHVILLE,TN37215     		NONE PUBLIC TO SUPPORT THE SCOUTREACH PROGRAM. 25,000
    MONROE HARDING INC
    1120 GLENDALE LANE
    NASHVILLE,TN37204     		NONE PUBLIC TO SUPPORT FOSTER CARE SERVICES AND TRANSITIONAL AGE SERVICES. 35,000
    NASHVILLE AREA CHAMBER OF COMMERCE
    211 COMMERCE STREET SUITE 100
    NASHVILLE,TN37201     		NONE PUBLIC TO SUPPORT GENERAL OPERATIONS. 500
    NASHVILLE CIVIC DESIGN CENTER
    138 2ND AVENUE NORTH
    NASHVILLE,TN37201     		NONE PUBLIC TO SUPPORT THE DESIGN YOUR NEIGHBORHOOD PROGRAM. 10,000
    NASHVILLE FREEDOM SCHOOL PARTNERSHI
    104 FITZPATRICK COURT
    NASHVILLE,TN37214     		NONE PUBLIC TO SUPPORT WE ARE FREEDOM SCHOOL! OUR STORIES! 15,000
    NASHVILLE INTERNATIONAL CENTER FOR
    3221 NOLENSVILLE PIKE
    NASHVILLE,TN37211     		NONE PUBLIC TO SUPPORT THE YOUTH IMPACT PROGRAM. 25,000
    NASHVILLE PUBLIC EDUCATION FOUNDATI
    1207 18TH AVENUE SOUTH SUITE 202
    NASHVILLE,TN37212     		NONE PUBLIC TO SUPPORT THE NASHVILLE EARLY LITERACY STRATEGY TO SUPPORT PROFESSIONAL DEVELOPMENT FOR BRINGING BOOKS TO LIFE AND NASHVILLE AFTERZONE ALLIANCE. 100,000
    NASHVILLE PUBLIC LIBRARY FOUNDATION
    615 CHURCH STREET
    NASHVILLE,TN37219     		NONE PUBLIC TO SUPPORT THE PROFESSIONAL DEVELOPMENT FOR BRINGING BOOKS TO LIFE! AND NAZA. 40,000
    NATIONS MINISTRY CENTER
    PO BOX 128154
    NASHVILLE,TN37212     		NONE PUBLIC TO SUPPORT THE NATIONS ACADEMY YOUTH LITERACY PROGRAM 15,000
    NATURE CONSERVANCY TENNESSEE CHAPTE
    2021 21ST AVE SOUTH
    NASHVILLE,TN37212     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT FOR THE WATER INITIATIVE 15,000
    OASIS CENTER
    1704 CHARLOTTE AVE STE 200
    NASHVILLE,TN37203     		NONE PUBLIC TO SUPPORT CORE MISSION, DESIGN WORKSHOP FOR YOUTH LEADERSHIP AND BUILDING BRIDGES. 100,000
    OPERATION ANDREW GROUP INC
    95 WHITE BRIDGE RD STE 506
    NASHVILLE,TN37205     		NONE PUBLIC TO SUPPORT THE UNITED4HOPE PARTNERSHIP WITH MNPS HIGH PRIORITY SCHOOLS. 15,000
    PARKS AT KIMBRO STATION INC
    5333 HICKORY HOLLOW PARKWAY
    ANTIOCH,TN37013     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 50,000
    PENCIL FOUNDATION
    421 GREAT CIRCLE ROAD STE 100
    NASHVILLE,TN37228     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 40,000
    PLANT THE SEED
    710 PORTER ROAD
    NASHVILLE,TN37206     		NONE PUBLIC TO SUPPORT GROWING TOGETHER. 15,000
    PROJECT TRANSFORMATION
    522 RUSSELL ST
    NASHVILLE,TN37206     		NONE PUBLIC TO SUPPORT THE AFTERSCHOOL LITERACY PROGRAM 10,000
    RICHLAND CREEK WATERSHED ALLIANCE R
    PO BOX 92016
    NASHVILLE,TN37209     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT 15,000
    ROCK THE STREET WALL STREET
    3523 TRIMBLE ROAD
    NASHVILLE,TN37215     		NONE PUBLIC TO SUPPORT YOUTH PROGRAMMING. 500
    SAFE HAVEN FAMILY SHELTER
    1234 THIRD AVENUE SOUTH
    NASHVILLE,TN37210     		NONE PUBLIC TO SUPPORT THE SUMMER ENRICHMENT EXPERIENCE FOR DESERVING STUDENTS (SEEDS) PROGRAM. 10,000
    SALAMA URBAN MINISTRIES
    1205 8TH AVENUE SOUTH
    NASHVILLE,TN37203     		NONE PUBLIC TO SUPPORT THE SALAMA INSTITUTE. 37,000
    SECOND HARVEST
    331 GREAT CIRCLE ROAD
    NASHVILLE,TN37228     		NONE PUBLIC TO SUPPORT THE BACKPACK PROGRAM 50,000
    SOUTHEASTERN COUNCIL OF FOUNDATIONS
    50 HURT PLAZA STE 350
    ATLANTA,GA30303     		NONE PUBLIC TO SUPPORT GENERAL OPERATIONS. 5,510
    SOUTHERN WORD INC
    1704 CHARLOTTE AVENUE SUITE 200
    NASHVILLE,TN37203     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT 20,300
    ST LUKE'S COMMUNITY HOUSE
    5601 NEW YORK AVE
    NASHVILLE,TN37209     		NONE PUBLIC TO SUPPORT ST. LUKE'S YOUTH EDUCATION PROGRAM 15,000
    STARS
    1704 CHARLOTTE AVE
    NASHVILLE,TN37203     		NONE PUBLIC TO SUPPORT RESTORATIVE PRACTICE SUPPORT 10,000
    TEACH FOR AMERICA INC
    220 ATHENS WAY STE 300
    NASHVILLE,TN37228     		NONE PUBLIC TO SUPPORT TEACHER LEADERSHIP DEVELOPMENT. 60,000
    TENNESSEE ENVIRONMENTAL COUNCIL
    ONE VANTAGE WAY STE E-250
    NASHVILLE,TN37228     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT 15,000
    TENNESSEE IMMIGRANT AND REFUGEE RIG
    2195 NOLENSVILLE PIKE
    NASHVILLE,TN37211     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT, YOUTH ORGANIZING AND FELLOWSHIP OPPORTUNITY. 50,500
    TENNESSEE JUSTICE FOR OUR NEIGHBORS
    2195 NOLENSVILLE PIKE
    NASHVILLE,TN37211     		NONE PUBLIC TO SUPPORT PROTECTING VULNERABLE IMMIGRANT YOUTH 25,000
    TENNESSEE PARKS AND GREENWAY FOUNDA
    117 30TH AVENUE SOUTH
    NASHVILLE,TN37212     		NONE PUBLIC TO SUPPORT THE WILDLIFE HABITAT CONSERVATION ASSISTANCE FUND 30,000
    TENNESSEE STATE UNIVERSITY FOUNDATI
    3500 JOHN A MERRITT BLVD CAMPUS BOX
    9542
    NASHVILLE,TN37209     		NONE PUBLIC TO SUPPORT THE TSU SUMMER EXCELLENCE PROGRAM FOR STEM AWARENESS & COLLEGE PREPARATION. 5,000
    TENNESSEE WILDLIFE FEDERATION
    300 ORLANDO AVE STE 200
    NASHVILLE,TN37209     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT 75,000
    TENNESSEE WILDLIFE RESOURCES FOUNDA
    5000 LINBAR DRIVE STE 265
    NASHVILLE,TN37211     		NONE PUBLIC TO SUPPORT TENNESSEE OUTDOOR YOUTH SUMMIT (TOYS) 45,000
    THE FIND FAMILIES IN NEED OF DIRECT
    2787 SMITH SPRINGS ROAD
    NASHVILLE,TN37217     		NONE PUBLIC TO SUPPORT EMPOWERED TO F.L.Y./REBUILD TO F.L.Y. (FOREVER LOVE YOURSELF) 10,000
    THE LAND TRUST FOR TENNESSEE
    209 10TH AVE SOUTH STE 511
    NASHVILLE,TN37203     		NONE PUBLIC TO PROVIDE OPERATING SUPPORT. 50,000
    URBAN HOUSING SOLUTIONS INC
    822 WOODLAND STREET
    NASHVILLE,TN37206     		NONE PUBLIC TO SUPPORT THE FISK COURT OUTDOOR REFRESH 6,000
    VANGUARD CHARITABLE ENDOWMENT PROGR
    2670 WARWICK AVENUE
    WARWICK,RI02889     		NONE PUBLIC TO FUND VANGUARD DONOR ADVISED FUND 50,000
    WAYNE REED CHRISTIAN CHILDCARE CENT
    11B LINDSLEY AVE
    NASHVILLE,TN37210     		NONE PUBLIC TO SUPPORT THE PRE-K PROGRAM. 5,000
    WORKERS' DIGNITY PROJECT
    335 WHITSETT ROAD
    NASHVILLE,TN37210     		NONE PUBLIC TO SUPPORT YOUTH ORGANIZING THE YOUTH APPRENTICESHIP PROGRAM. 17,500
    YOUNG MEN'S CHRISTIAN ASSOC OF MID-
    1000 CHURCH STREET
    NASHVILLE,TN37203     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT 50,000
    YOUTH INCORPORATED
    1321 MURFREESBORO PIKE STE 521
    NASHVILLE,TN37217     		NONE PUBLIC TO SUPPORT THE YOUTH INCORPORATED HUNTING PROGRAM 7,000
    YWCA
    1608 WOODMONT BLVD
    NASHVILLE,TN37215     		NONE PUBLIC TO SUPPORT THE GIRLS INC. PROGRAM. 50,000
    Total .................................bullet 3a 2,084,440
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........     		    14 150,496  
    4 Dividends and interest from securities....     14 811,904  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,257,134  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1:METRO REAL ESTATE     		531390 -190 14 12,668  
    bK-1: DTC SHORT DURATION     14 22  
    cK-1: DTC PRIVATE EQ IV 900099 -3,707 14 31,115  
    dK-1: BROAD BASED COMSUMER     14    
    eK-1: METROPOLITAN REAL ESTATE SECONDARY 531390 -11,903 14 192,168  
    fK-1: CORE FIXED INCOME CTF     14 1,407  
    gK-1: DTC PRIVATE EQ V   -36,930 14 53,737  
    hK-1: DTC PRIVATE EQ VI     14 -12,180  
    iK-1: AEW PARTNERS FUND VIII FEEDER LP 900099 -40,254 14 -33,062  
    jUBS AG JERSEY E TRACS     14 66,142  
    12 Subtotal. Add columns (b), (d), and (e).. -92,984 2,531,551 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,438,567
    (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

    TY 2018 AccountingFeesSchedule
    Name:
    THE DAN AND MARGARET MADDOX CHARITABLE
     
    FUND
    EIN:
    23-7017790
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 20,600 0   0

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE DAN AND MARGARET MADDOX CHARITABLE
     
    FUND
    EIN:
    23-7017790
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VANGUARD INSTITUTIONAL INDEX FD 2,008,301 2,916,460
    VANGUARD EXTENDED MARKET INDEX FUND 1,096,643 1,227,741

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE DAN AND MARGARET MADDOX CHARITABLE
     
    FUND
    EIN:
    23-7017790
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    DTC INTERNATIONAL EQUITY COMMON TRUST FUND AT COST 9,203,524 8,340,886
    WINSTON GLOBAL AT COST 2,162,015 6,101,247
    UBS E-TRACS ALERIAN INFRASTR AT COST 1,053,187 815,631
    METRO REAL ESTATE PARTNERS GLOBAL V, LP AT COST 384,316 547,365
    DTC PRIVATE EQUITY IV, LP AT COST 1,980,000 2,617,305
    RIVERPARK SHORT TERM HIGH YIELD FUND AT COST 885,175 868,836
    DTC SHORT DURATION FIXED INCOME AT COST 881,062 866,627
    DTC CORE FIXED INCOME CTF AT COST 2,745,866 2,655,490
    LAZARD EMERGING MARKETS CORE EQUITY PORTFOLIO INST. AT COST 1,773,546 1,723,813
    TORTOISE MLP & PIPELINE FUND - INS. AT COST 1,100,496 1,005,960
    LOOMIS SAYLES SENIOR FLOATING RATE AND FIXED INCOME FUND CL Y AT COST 1,412,671 1,330,165
    DTC PRIVATE EQUITY V-Q LP AT COST 3,024,000 3,195,027
    METROPOLITAN REAL ESTATE PARTNERS SCIF AT COST 2,033,329 2,642,023
    PALOMA INTERNATIONAL LTD AT COST 2,500,000 2,759,732
    METROPOLITAN REAL ESTATE SCIF FLOWER AT COST 3,301 12,111
    RIVERNORTH MARKETPLACE LENDING CORP AT COST 1,047,231 924,262
    GMO QUALITY FUND AT COST 2,815,267 2,439,129
    AEW PARTNERS FUN DVIII FEEDER, L.P. AT COST 717,193 656,056
    DTC PRIVATE EQUITY VI, LP AT COST 600,000 600,000

    TY 2018 OtherExpensesSchedule
    Name:
    THE DAN AND MARGARET MADDOX CHARITABLE
     
    FUND
    EIN:
    23-7017790
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOARD & COMMITTEE ACTIVITIES 7,633 0   5,725
    INSURANCE 9,852 0   7,389
    INVESTMENT EXPENSES 175,516 175,516   0
    K-1: CORE FIXED INCOME 6,475 6,475   0
    K-1: DTC PRIVATE EQUITY IV, LP 71,270 71,270   0
    K-1: DTC PRIVATE EQUITY V-Q, LP 203,540 203,540   0
    K-1: DTC SHORT DURATION FIXED INCOME 2,036 2,036   0
    K-1: INTERNATIONAL EQUITY COMMON TRUST 29,232 29,232   0
    K-1: METRO REAL ESTATE PARTNERS 13,465 13,465   0
    K-1: METRO REAL ESTATE PARTNERS SECONDARY 33,107 33,107   0
    MISCELLANEOUS 18,317 0   386
    OFFICE EXPENSE 15,641 0   13,147
    K-1: AEW PARTNERS FUND VIII FEEDER 5,537 5,537   0
    K-1: DTC PRIVATE EQUITY VI-Q, LP 100,282 100,282   0


    TY 2018 OtherIncomeSchedule2
    Name:
    THE DAN AND MARGARET MADDOX CHARITABLE
     
    FUND
    EIN:
    23-7017790
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1:METRO REAL ESTATE 12,478 12,668 12,478
    K-1: DTC SHORT DURATION 22 22 22
    K-1: DTC PRIVATE EQ IV 27,408 31,115 27,408
    K-1: METROPOLITAN REAL ESTATE SECONDARY 180,265 192,168 180,265
    K-1: CORE FIXED INCOME CTF 1,407 1,407 1,407
    K-1: DTC PRIVATE EQ V 16,807 53,737 16,807
    K-1: DTC PRIVATE EQ VI -12,180 -12,180 -12,180
    K-1: AEW PARTNERS FUND VIII FEEDER LP -73,316 -33,062 -73,316
    UBS AG JERSEY E TRACS 66,142 66,142 66,142


    TY 2018 OtherIncreasesSchedule
    Name:
    THE DAN AND MARGARET MADDOX CHARITABLE
     
    FUND
    EIN:
    23-7017790
    Description Amount
    PARTNERSHIP PASS-THROUGH 205,137


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE DAN AND MARGARET MADDOX CHARITABLE
     
    FUND
    EIN:
    23-7017790
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONTRACT SUPPORT 1,362 0   0
    PAYROLL SERVICE 1,586 0   1,467
    CONSULTANTS 28,050 0   18,050


    TY 2018 TaxesSchedule
    Name:
    THE DAN AND MARGARET MADDOX CHARITABLE
     
    FUND
    EIN:
    23-7017790
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 13,943 0   12,519
    FROM K-1'S: FOREIGN INCOME TAXES 38,050 38,050   0
    FEDERAL INCOME TAXES PAID 12,960 0   0
    FOREIGN INCOME TAX - FORM 1099 6,479 6,479   0