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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 07-01-2020 , and ending 06-30-2021
Name of foundation
THE RICH FOUNDATION
C/O TRUXTON TRUST
Number and street (or P.O. box number if mail is not delivered to street address)4525 HARDING RD NO 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NASHVILLE, TN37205
A Employer identification number

62-1588498
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,836,529J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 77,672 76,846  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 268,714
b Gross sales price for all assets on line 6a 721,467
7 Capital gain net income (from Part IV, line 2)... 268,714
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 726 0  
12 Total. Add lines 1 through 11........ 347,112 345,560  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 15,000 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,516 0   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,000 474   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 45,056 45,056   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 65,572 45,530   0
25 Contributions, gifts, grants paid....... 155,984 155,984
26 Total expenses and disbursements. Add lines 24 and 25 221,556 45,530   155,984
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 125,556
b Net investment income (if negative, enter -0-) 300,030
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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......... 113,850 295,230 295,230
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) 141,460 Click to see attachment75,789 81,290
b Investments—corporate stock (attach schedule)....... 1,605,613 Click to see attachment1,640,424 2,822,501
c Investments—corporate bonds (attach schedule)....... 592,443 Click to see attachment567,479 637,508
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,453,366 2,578,922 3,836,529
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,078,416 1,078,416
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,374,950 1,500,506
29 Total net assets or fund balances (see instructions)..... 2,453,366 2,578,922
30 Total liabilities and net assets/fund balances (see instructions). 2,453,366 2,578,922
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,453,366
2
Enter amount from Part I, line 27a .....................
2
125,556
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,578,922
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,578,922
Form 990-PF (2020)
Form 990-PF (2020)
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 53 SHARES OF CHEVRON CORPORATION P 2019-10-16 2020-09-10
b 7 SHARES OF CHEVRON CORPORATION P 2020-05-07 2020-09-10
c 6 SHARES OF HONEYWELL INTERNATIONAL INC P 2020-06-19 2021-04-28
d 27 SHARES OF CHARLES SCHWAB CORPORATION P 2020-12-03 2021-04-28
e 41 SHARES OF VANGUARD MEGA CAP VALUE ETF P 2020-03-10 2020-08-28
10 SHARES OF VANGUARD MEGA CAP VALUE ETF P 2020-05-07 2020-08-28
92 SHARES OF CONOCOPHILLIPS P 2019-11-13 2020-09-09
23 SHARES OF CONOCOPHILLIPS P 2020-05-07 2020-09-09
117 SHARES OF SPDR ENERGY SELECT SECTOR SPDR FUND P 2020-09-09 2020-10-13
102 SHARES OF VALERO ENERGY CORP P 2020-04-14 2020-10-28
26 SHARES OF VALERO ENERGY CORP P 2020-05-07 2020-10-28
75 SHARES OF KINDER MORGAN INC P 2020-05-07 2020-11-13
7.32 SHARES OF VIATRIS INC P 2020-05-07 2020-11-24
154 SHARES OF SPDR ENERGY SELECT SECTOR SPDR FUND P 2020-11-13 2020-12-16
59500 UNITS OF US TREASURY INFLATION PROTECTION BOND DTD 01/15/2011 1.125% 0 P 2014-12-23 2021-01-15
25000 UNITS OF WELLS FARGO CO MEDIUM TERM NOTE DTD 03/29/2011 4.6% 04/01/202 P 2011-03-22 2021-04-01
617.128 SHARES OF DFA EMERGING MARKETS CORE EQUITY P 2018-01-26 2021-04-28
126.872 SHARES OF DFA EMERGING MARKETS CORE EQUITY P 2019-06-05 2021-04-28
97 SHARES OF VANGUARD MID CAP ETF P 2019-06-05 2021-04-28
5 SHARES OF SCHWAB INTERNATIONAL EQUITY P 2018-10-26 2021-04-28
669 SHARES OF SCHWAB INTERNATIONAL EQUITY P 2019-06-05 2021-04-28
218 SHARES OF ISHARES RUSSELL 1000 GROWTH INDEX P 2016-06-08 2021-04-28
372 SHARES OF ISHARES CORE S&P SMALL-CAP ETF P 2016-06-03 2021-04-28
8 SHARES OF ISHARES CORE S&P SMALL-CAP ETF P 2016-06-08 2021-04-28
56 SHARES OF ISHARES CORE S&P SMALL-CAP ETF P 2019-06-05 2021-04-28
4028.45 SHARES OF DFA EMERGING MARKETS CORE EQUITY P 2016-07-01 2021-06-14
109.128 SHARES OF DFA EMERGING MARKETS CORE EQUITY P 2019-06-05 2021-06-14
400 SHARES OF VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF P 2016-07-01 2021-06-14
285 SHARES OF VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF P 2016-09-07 2021-06-14
776 SHARES OF VANGUARD VALUE ETF P 2010-11-12 2021-06-14
55 SHARES OF CHEVRON CORPORATION P 2016-06-08 2020-09-10
4 SHARES OF CHEVRON CORPORATION P 2016-08-17 2020-09-10
29 SHARES OF PAYPAL HOLDINGS INC P 2016-06-08 2020-12-03
59 SHARES OF PAYPAL HOLDINGS INC P 2016-06-08 2021-02-26
15 SHARES OF ABBOTT LABS P 2016-06-08 2021-04-28
13 SHARES OF AGILENT TECHNOLOGIES INC P 2019-03-18 2021-04-28
1 SHARES OF ALPHABET INC CL C P 2016-06-08 2021-04-28
27 SHARES OF APPLE INC P 2016-06-08 2021-04-28
2 SHARES OF BLACKROCK INC CL A P 2016-06-08 2021-04-28
22 SHARES OF COMCAST CORPORATION CL A P 2018-03-22 2021-04-28
10 SHARES OF DANAHER CORP P 2016-06-08 2021-04-28
9 SHARES OF DISNEY WALT CO P 2020-03-27 2021-04-28
13 SHARES OF DOLLAR TREE INC P 2016-06-08 2021-04-28
11 SHARES OF F M C CORP P 2016-06-08 2021-04-28
13 SHARES OF INTERCONTINENTAL EXCHANGE INC P 2017-11-28 2021-04-28
9 SHARES OF JOHNSON & JOHNSON P 2016-06-08 2021-04-28
6 SHARES OF LILLY ELI & CO P 2020-01-29 2021-04-28
12 SHARES OF MARSH & MCLENNAN COS INC P 2016-06-08 2021-04-28
13 SHARES OF MICROSOFT CORP P 2016-06-03 2021-04-28
16 SHARES OF MORGAN STANLEY P 2016-06-08 2021-04-28
7 SHARES OF NESTLE S A SPONSORED ADR P 2016-06-08 2021-04-28
16 SHARES OF NIKE INC P 2016-06-08 2021-04-28
3 SHARES OF O'REILLY AUTOMOTIVE INC P 2016-06-08 2021-04-28
22 SHARES OF ORACLE CORP P 2020-03-27 2021-04-28
4 SHARES OF PAYPAL HOLDINGS INC P 2016-06-08 2021-04-28
10 SHARES OF PEPSICO INC P 2016-06-08 2021-04-28
19 SHARES OF PHILLIPS 66 P 2016-06-08 2021-04-28
5 SHARES OF PROCTER & GAMBLE CO P 2016-06-08 2021-04-28
3 SHARES OF PROCTER & GAMBLE CO P 2019-10-16 2021-04-28
3 SHARES OF SNAP-ON INC P 2016-06-08 2021-04-28
13 SHARES OF TEXAS INSTRUMENTS INC P 2016-06-08 2021-04-28
6 SHARES OF UNION PACIFIC CORP P 2016-06-08 2021-04-28
7 SHARES OF VISA INC CL A P 2019-02-21 2021-04-28
9 SHARES OF WALMART INC P 2019-03-18 2021-04-28
13 SHARES OF EATON CORP PLC P 2016-06-08 2021-04-28
5 SHARES OF LINDE PLC P 2018-11-02 2021-04-28
11 SHARES OF APTIV PLC P 2016-10-12 2021-04-28
11 SHARES OF GARMIN LTD P 2020-03-10 2021-04-28
9 SHARES OF CHECK POINT SOFTWARE TECHNOLOGIES P 2016-06-08 2021-04-28
335 SHARES OF KINDER MORGAN INC P 2018-10-11 2020-11-13
.28 SHARES OF VIATRIS INC P 2016-07-01 2020-11-20
16.87 SHARES OF VIATRIS INC P 2016-06-03 2020-11-24
4.81 SHARES OF VIATRIS INC P 2016-07-01 2020-11-24
21 SHARES OF TARGET CORP P 2016-06-03 2021-03-01
16 SHARES OF TARGET CORP P 2016-07-01 2021-03-01
34 SHARES OF NEXTERA ENERGY INC P 2020-05-07 2021-05-10
61 SHARES OF RAYTHEON TECHNOLOGIES CORP P 2016-06-08 2021-05-10
11 SHARES OF TARGET CORP P 2020-05-07 2021-05-10
.1 SHARES OF ORGANON & CO P 2020-05-07 2021-06-17
9.3 SHARES OF ORGANON & CO P 2016-06-03 2021-06-21
2.6 SHARES OF ORGANON & CO P 2016-07-01 2021-06-21
4.1 SHARES OF ORGANON & CO P 2020-05-07 2021-06-21
(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 4,187   6,166 -1,979
b 553   654 -101
c 1,339   889 450
d 1,881   1,377 504
e 3,247   2,957 290
792   710 82
3,170   5,315 -2,145
792   977 -185
3,550   3,966 -416
3,734   5,174 -1,440
952   1,593 -641
989   1,129 -140
121   115 6
6,203   5,242 961
59,500   66,128 -6,628
25,000   24,963 37
16,416   15,613 803
3,375   2,553 822
22,630   15,679 6,951
196   150 46
26,168   20,819 5,349
56,904   22,198 34,706
41,589   21,712 19,877
894   478 416
6,261   4,231 2,030
110,098   69,330 40,768
2,982   2,196 786
61,686   33,292 28,394
43,951   24,342 19,609
107,961   40,774 67,187
4,345   5,653 -1,308
316   409 -93
6,231   1,089 5,142
15,278   2,216 13,062
1,819   584 1,235
1,765   1,052 713
2,412   727 1,685
3,615   668 2,947
1,636   720 916
1,190   738 452
2,581   756 1,825
1,648   897 751
1,480   1,190 290
1,315   479 836
1,554   902 652
1,456   1,042 414
1,074   845 229
1,605   799 806
3,304   674 2,630
1,314   425 889
831   536 295
2,086   868 1,218
1,586   785 801
1,646   1,092 554
1,082   150 932
1,421   1,032 389
1,515   1,564 -49
655   413 242
393   352 41
713   479 234
2,370   807 1,563
1,358   532 826
1,638   1,005 633
1,243   895 348
1,880   725 1,155
1,440   817 623
1,611   623 988
1,512   916 596
1,062   770 292
4,417   5,704 -1,287
5   4 1
279   247 32
80   72 8
3,917   1,444 2,473
2,985   1,120 1,865
2,547   1,931 616
5,264   3,558 1,706
2,384   1,254 1,130
3   4 -1
282   248 34
79   71 8
124   148 -24
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       -1,979
b       -101
c       450
d       504
e       290
      82
      -2,145
      -185
      -416
      -1,440
      -641
      -140
      6
      961
      -6,628
      37
      803
      822
      6,951
      46
      5,349
      34,706
      19,877
      416
      2,030
      40,768
      786
      28,394
      19,609
      67,187
      -1,308
      -93
      5,142
      13,062
      1,235
      713
      1,685
      2,947
      916
      452
      1,825
      751
      290
      836
      652
      414
      229
      806
      2,630
      889
      295
      1,218
      801
      554
      932
      389
      -49
      242
      41
      234
      1,563
      826
      633
      348
      1,155
      623
      988
      596
      292
      -1,287
      1
      32
      8
      2,473
      1,865
      616
      1,706
      1,130
      -1
      34
      8
      -24
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 2 268,714
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 4,170
c All other domestic foundations enter 1.39% 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 4,170
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 4,170
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 800
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 800
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 3,370
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
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 the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTRUXTON TRUST Telephone no.bullet (615) 515-1708

    Located atbullet4525 HARDING RD STE 300NASHVILLETN ZIP+4bullet37205
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DAVID TATE RICH TRUSTEE
    1.00     		5,000 0 0
    C/O TRUXTON TRUST 4525 HARDING RD
    STE 300
    NASHVILLE,TN37205
    AMY LUCILE RICH TRUSTEE
    1.00     		5,000 0 0
    C/O TRUXTON TRUST 4525 HARDING RD
    STE 300
    NASHVILLE,TN37205
    JOHN WILLIAM RICH TRUSTEE
    1.00     		5,000 0 0
    C/O TRUXTON TRUST 4525 HARDING RD
    STE 300
    NASHVILLE,TN37205
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,363,318
    b
    Average of monthly cash balances.......................
    1b
    195,751
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,559,069
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    3,559,069
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    53,386
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,505,683
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    175,284
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    175,284
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,170
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,170
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    171,114
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    171,114
    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
    171,114
    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
    155,984
    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
    155,984
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    155,984
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 171,114
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 150,595
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 155,984
    a Applied to 2019, but not more than line 2a 150,595
    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 2020 distributable amount..... 5,389
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		165,725
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    SARAH DUNN
    C/O TRUXTON TRUST 4525 HARDING RD
    STE 300
    NASHVILLE,TN37205
    (615) 515-1708
    SARAH.DUNN@TRUXTONTRUST.COM
    bThe form in which applications should be submitted and information and materials they should include:
    MAIL
    cAny submission deadlines:
    MAY 31ST
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 CLUB OF NASHVILLE
    PO BOX 58706
    NASHVILLE,TN37205     		NONE PUBLIC GENERAL SUPPORT 500
    ABE'S GARDEN
    115 WOODMONT BLVD
    NASHVILLE,TN37205     		NONE PUBLIC GENERAL SUPPORT 2,000
    ALZHEIMER'S ASSOCIATION
    478 CRAIGHEAD ST SUITE 200
    NASVHILLE,TN37204     		NONE PUBLIC FOR ASSISTANCE WITH RESEARCH AND PATIENTS 1,000
    BAL D'HIVER
    PO BOX 15037
    NASHVILLE,TN37215     		NONE PUBLIC PROVIDE SUPPORT TO VARIOUS LOCAL CHARITIES 1,000
    BOYS GIRLS CLUB
    1704 CHARLOTTE AVE
    NASHVILLE,TN37203     		NONE PUBLIC TO PROVIDE ACTIVITES AND A SAFE PLACE FOR YOUTHS 1,250
    CADDIE AND LEADERSHIP ACADEMY
    15522 73RD ST
    KENOSHA,WI53142     		NONE PUBLIC GENERAL SUPPORT 1,000
    CASA INC DAVIDSON COUNTY
    601 WOODLAND ST
    NASHVILLE,TN37206     		NONE PUBLIC GENERAL SUPPORT 2,000
    CENTER FOR THE INTREPID
    3551 ROGER BROOKE DR
    FORT SAM HOUSTON,TX78234     		NONE PUBLIC FOR REHABILITATION AND AMPUTEE CARE. 1,000
    CHEEKWOOD
    PO BOX 50438
    NASHVILLE,TN37205     		NONE PUBLIC TO HELP PRESERVE AND MAINTAIN CHEEKWOOD'S GARDENS AND MUSEUM 5,000
    CUMBERLAND HEIGHTS
    PO BOX 90727
    NASHVILLE,TN37209     		NONE PUBLIC PROVIDE DRUG & ALCOHOL TREATMENT 1,500
    CUMBERLAND RIVER COMPACT
    2 VICTORY AVE 300
    NASHVILLE,TN37213     		NONE PUBLIC GENERAL SUPPORT 3,000
    CYSTIC FIBROSIS FOUNDATION
    4825 TROUSDALE DR 238
    NASHVILLE,TN37220     		NONE PUBLIC FOR CYSTIC FIBROSIS RESEARCH 2,000
    ENSWORTH SCHOOL
    211 ENSWORTH AVE
    NASHVILLE,TN37205     		NONE PUBLIC CAPITAL CAMPAIGN FOR LOWER SCHOOL BUILDING 12,000
    FAITH FAMILY MEDICAL CLINIC
    326 21ST AVENUE NORTH
    NASHVILLE,TN37203     		NONE PUBLIC PROVIDE MEDICAL CARE TO UNISURED WORKING PEOPLE 2,000
    FAMILY CHILDREN'S SERVICES
    201 23RD AVE NORTH
    NASHVILLE,TN37203     		NONE PUBLIC PROVIDE SUPPORT FOR PROGRAMS & SERVICES. 2,000
    FIRST CENTER FOR THE VISUAL ARTS
    919 BROADWAY
    NASHVILLE,TN37203     		NONE PUBLIC FOR EXHIBITIONS AND EDUCATIONAL PROGRAMS. 3,000
    FOUNDATION FOR INDIVIDUAL RIGHTS IN
    510 WALNUT STREET SUITE 1250
    PHILADELPHIA,PA19106     		NONE PUBLIC GENERAL SUPPORT 500
    FRIENDS OF WARNER PARK
    50 VAUGHN RD
    NASHVILLE,TN37221     		NONE PUBLIC SUPPORT PRESERVATION OF LOCAL PARKS. 5,000
    HARDING ACADEMCY
    170 WINDSOR DRIVE
    NASHVILLE,TN37205     		NONE PUBLIC GENERAL SUPPORT 5,000
    HARPETH HALL SCHOOL
    3801 HOBBS ROAD
    NASHVILLE,TN37215     		NONE PUBLIC FOR SCHOOL PROGRAMS AND BUILDING PROJECTS 7,500
    HIGHLANDS BIOLOGICAL FOUNDATION INC
    265 N 6TH ST
    HIGHLANDS,NC28741     		NONE PUBLIC GENERAL SUPPORT 250
    HIGHLANDS CASHIERS HEALTH FOUNDATIO
    PO BOX 742
    HIGHLANDS,NC28741     		NONE PUBLIC GENERAL SUPPORT 1,000
    HIGHLAND'S PLATEAU GREENWAY
    PO BOX 2608
    HIGHLANDS,NC28741     		NONE PUBLIC DEVELOP A SYSTEM OF WALKING AND HIKING TRAILS THAT PROTECT AND CONNECT THE NATURAL SETTINGS AND HIST 200
    HIGHLAND'S PLAYHOUSE
    PO BOX 896
    HIGHLANDS,NC28741     		NONE PUBLIC TO SUPPORT THEATRE AND ARTISTIC VENTURES. 1,250
    JACK JILL LATE STAGE CANCER FOUNDAT
    3282 NORTHSIDE PKWY 100
    ATLANTA,GA30327     		NONE PUBLIC TO PROVIDE SPECIAL MEMORIES FOR FAMILIES WITH LATE STAGE CANCER PATIENTS. 1,000
    JOINED FORCES YOGA
    PO BOX 2526
    BRENTWOOD,TN37024     		NONE PUBLIC GENERAL SUPPORT 1,000
    JUVENILE DIABETES RESEARCH FND
    105 WESTPARK 415
    NASHVILLE,TN37027     		NONE PUBLIC FOR JUVENILE DIABETES RESEARCH 1,500
    KAPPA ALPHA THETA FOUNDATION
    8740 FOUNDERS ROAD
    INDIANAPOLIS,IN46268     		NONE PUBLIC GENERAL SUPPORT 1,000
    LOUISVILLE PRESBYTERIAN SEMINARY
    1044 ALTA VISTA RD
    LOUSIVILLE,KY40205     		NONE PUBLIC FOR SCHOOL PROGRAMS AND PROJECTS 1,250
    MARTHA O'BRYAN FOUNDATION
    711 S 7TH STREET
    NASHVILLE,TN37206     		NONE PUBLIC TO EMPOWER YOUTHS & ADULTS IN POVERTY TO TRANSFORM THEIR LIVES 1,534
    METRO HISTORICAL COMMISSION FOUNDATION
    3000 GRANNY WHITE PIKE
    NASHVILLE,TN37204     		NONE PUBLIC GENERAL SUPPORT 1,000
    MONTGOMERY BELL ACADEMY
    4001 HARDING RD
    NASHVILLE,TN37205     		NONE PUBLIC FOR SCHOOL PROGRAMS AND CAPITAL PROJECTS 5,000
    NASHVILLE CHILDREN'S THEATER
    25 MIDDLETON ST
    NASHVILLE,TN37210     		NONE PUBLIC TO PROVIDE PERFORMACES AND WORKSHOPS FOR CHILDREN 1,000
    NASHVILLE COMMUNITY FOUNDATION
    3833 CLEGHORD AVE 400
    NASHVILLE,TN37215     		NONE PUBLIC GENERAL SUPPORT 2,000
    NASHVILLE DOLPHINS
    95 WHITE BRIDGE ROAD STE 221
    NASHVILLE,TN37205     		NONE PUBLIC PROVIDE FREE SWIM INSTRUCTIONS 2,000
    NASHVILLE GREENWAYS
    PO BOX 196340
    NASHVILLE,TN37219     		NONE PUBLIC FOR MAINTENANCE AND IMPROVEMENT OF NASHVILLE'S GREENWAYS 3,000
    NASHVILLE OPERA
    3622 REDMON ST
    NASHVILLE,TN37209     		NONE PUBLIC SUPPORT MUSIC/OPERA PROGRAMS. 500
    NEW DIALECT
    4611 ELKINS AVENUE
    NASHVILLE,TN37209     		NONE PUBLIC PROVIDE DANCE CLASSES TO THE PUBLIC 1,000
    NORTH CAROLINA COMMUNITY FOUNDATION
    3737 GLENWOOD AVE 460
    RALEIGH,NC27612     		NONE PUBLIC TO SUPPORT THE HCC FUND 5 IN 5 1,000
    PRAGER UNIVERSITY
    15021 VENTURA BLVD 552
    SHERMAN OAKS,CA91403     		NONE PUBLIC GENERAL SUPPORT 500
    PROJECT REDESIGN
    PO BOX 159276
    NASHVILLE,TN37215     		NONE PUBLIC TO PROVIDE INTERIOR REDESIGN FOR LOW INCOME FAMILIES. 3,000
    PROJECT VERITAS
    1214 BOSTON POST ROAD NO 148
    MAMARONECK,NY10543     		NONE PUBLIC GENERAL SUPPORT 500
    PURDUE UNIVERSITY
    403 WEST WOOD STREET
    WEST LAFAYETTE,IN47907     		NONE PUBLIC TO SUPPORT THE HONOR OF MITCH DANIELS 500
    RALLY FOUNDATION FOR CHILDHOOD CANC
    5775 GLENRIDGE DR 370
    ATLANTA,GA30328     		NONE PUBLIC RAISE AWARENESS AND FUNDS FOR CHILDHOOD CANCER RESEARCH 1,000
    REED COLLEGE
    3203 SE WOODSTOCK BLVD
    PORTLAND,OR97202     		NONE PUBLIC GENERAL SUPPORT 1,000
    SALAMA URBAN MINISTRIES
    1205 8TH AVENUE SOUTH
    NASHVILLE,TN37203     		NONE PUBLIC GENERAL SUPPORT 1,000
    SEMPER FI FUND
    715 BROADWAY STREET
    QUANTICO,VA22134     		NONE PUBLIC GENERAL SUPPORT 1,000
    SMALL WORLD YOGA
    50 00 GEORGIA AVENUE
    NASHVILLE,TN37209     		NONE PUBLIC GENERAL SUPPORT 1,000
    TEAM RUBICON
    6171 CENTURY BLVD SUITE 310
    LOS ANGELES,CA90045     		NONE PUBLIC GENERAL SUPPORT 10,000
    THISBE NOAH SCOTT FOUNDATION
    PO BOX 50332
    NASHVILLE,TN37205     		NONE PUBLIC PROVIDE FUNDS FOR SUPPORT AND RESEARCH OF PEDIATRIC NEUROMUSCULAR DISEASE 1,000
    THISTLE FARMS
    5122 CHARLOTTE PIKE
    NASHVILLE,TN37209     		NONE PUBLIC SUPPORT WOMEN'S PROGRAMS. 1,000
    TN GOLF FOUNDATION
    400 FRANKLIN RD
    FRANKLIN,TN37069     		NONE PUBLIC PROMOTE GOLF WITH AN EMPHASIS ON YOUTHS & DISADVANTAGED 25,000
    TREASURE CAY COMMUNITY FOUNDATION I
    3918 WILSHIRE DR
    SARASOTA,FL34238     		NONE PUBLIC GENERAL SUPPORT 2,000
    VANDERBILT UNIVERSITY SCHOOL OF ART & SCIENCES
    2301 VANDERBILT PLACE
    NASHVILLE,TN37240     		NONE PUBLIC GENERAL SUPPORT 1,000
    WESTMINSTER CHURCH
    3900 WEST END AVE
    NASHVILLE,TN37205     		NONE PUBLIC SUPPORT FOR CHURCH PROGRAMS AND ACTIVITIES 13,000
    WHO U WITH
    2900 VANDERBILT PLACE STE 101
    NASHVILLE,TN37212     		NONE PUBLIC CHALLENGE COLLEGE ATHLETES & COACHES TO GROW IN CHRIST 250
    WOODMONT CHRISTIAN CHURCH
    3601 HILLSBORO RD
    NASHVILLE,TN37215     		NONE PUBLIC FOR THE NASHVILLE FOOD PROJECT AND OTHER CHURCH PROGRAMS 7,500
    WPLN PUBLIC RADIO
    22 PO BOX 440567
    NASHVILLE,TN37244     		NONE PUBLIC TO SUPPORT LOCAL PUBLIC RADIO 1,000
    Total .................................bullet 3a 155,984
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 77,672  
    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.....     14 726  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 268,714  
    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).. 0 347,112 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    347,112
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    THE RICH FOUNDATION
     
    C/O TRUXTON TRUST
    EIN:
    62-1588498
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 4,516 0   0

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE RICH FOUNDATION
     
    C/O TRUXTON TRUST
    EIN:
    62-1588498
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AMERIPRISE FINANCIAL INC SR NT DTD 09/06/13 4% 101,779 107,968
    APPLE INC SR GLBL NT 3.35% 25,597 27,775
    BURLINGTON NORTHERN SANTA FE DEBENTURES 57,575 69,589
    INTERCONTINENTAL EXCHANGE INC SR GLBL NT DTD 08/06/2018 3.75% 51,350 56,283
    JPMORGAN CHASE & CO DTD 11/28/18 4.25% 51,700 53,198
    KROGER CO 54,733 73,301
    LOEWS CORP SR GLOBAL NT DTD 03/17/2016 3.75% 25,288 27,815
    MANULIFE FINL CORP SR NT DTD 03/01/2016 4.15% 25,233 28,192
    ONCOR ELEC DELIVERY CO SR SEC NT DTD 07/26/2012 4.1% 82,184 81,968
    PHILLIPS 66 GT SR NT DTD 51,132 68,389
    TD AMERITRADE HOLDING COPR SR GLBL NT DTD 08/16/2019 2.75% 40,908 43,030

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE RICH FOUNDATION
     
    C/O TRUXTON TRUST
    EIN:
    62-1588498
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES 6,545 19,476
    ABBVIE INC COM 18,753 25,682
    AGILENT TECHNOLOGIES INC 11,520 21,728
    ALPHABET INC CAP STK CL C 13,012 42,607
    AMERICAN ELECTRIC POWER CO INC 16,247 18,441
    APPLE INC 8,071 39,034
    APTIV PLC 6,361 18,408
    AT&T INC 10,238 8,548
    BCE INC COM 11,737 12,379
    BLACKROCK INC 7,700 18,374
    BROADCOM INC 19,718 29,564
    CATERPILLAR INC 16,268 23,069
    CHALRES SCHWAB CORPORATION 9,856 19,877
    CHECK POINT SOFTWARE TECHNOLOGIES 8,521 11,729
    CISCO SYSTEMS INC 12,468 14,310
    COMCAST CORP CL A 8,059 13,628
    CONOCOPHILLIPS 15,127 22,959
    CVS HEALTH CORP 15,606 18,941
    DANAHER CORP 8,236 29,251
    DISNEY WALT CO 10,375 18,456
    DOLLAR TREE INC 12,945 14,229
    DOW INC 9,214 10,062
    DUKE ENERGY CORP 13,115 14,808
    EATON CORP PLC 8,453 21,781
    ENBRIDGE INC 12,345 13,534
    FMC CORP 5,921 13,633
    GARMIN LTD 7,938 12,728
    GENUINE PARTS CO 13,309 16,315
    GOLDMAN SACHS GROUP INC 13,172 21,254
    HOME DEPOT INC 16,331 21,685
    HONEYWELL INTERNATIONAL INC 8,738 12,942
    INTEL CORP 12,713 15,944
    INTERCONTINENTAL EXCHANGE INC 9,279 15,906
    INTERNATIONAL BUSINESS MACHINES 11,048 12,607
    ISHARES CORE S&P SMALL-CAP 86,840 166,194
    ISHARES RUSSELL 1000 GROWTH 119,646 318,989
    JOHNSON & JOHNSON 10,687 15,156
    JPMORGAN CHASE & CO COM 23,869 38,574
    KIMBERLY-CLARK CORP 17,265 17,525
    KINDER MORGAN INC 10,136 11,521
    LILLY ELI & CO 10,662 17,444
    LINDE PLC 9,078 15,901
    LOCKHEED MARTIN CORP 19,693 23,458
    MARSCH & MCLENNAN COS INC 9,004 18,288
    MCDONALD'S CORP 18,767 25,871
    MERCK & CO INC 14,477 17,654
    MICROSOFT CORP 12,544 38,739
    MORGAN STANLEY 5,079 16,963
    NESTLE SA ADR 6,121 9,979
    NEXTERA ENERGY INC 9,886 14,583
    NIKE INC 9,972 27,190
    O REILLY AUTOMOTIVE INC 7,992 16,420
    ORACLE CORP 10,423 19,304
    PAYPAL HLDGS INC COM 2,174 16,031
    PEPSICO INC 11,251 16,151
    PFIZER INC 11,703 12,962
    PHILIP MORRIS INTERNATIONAL INC 14,254 14,867
    PHILLIPS 66 12,918 18,022
    PROCTER & GAMBLE CO 7,152 11,334
    RAYTHEON CO 17,978 22,863
    SCHWAB INTERNATIONAL EQUITY 52,558 69,195
    SNAP-ON INC 5,931 8,490
    SYSCO CORP 11,777 15,472
    TARGET CORP 10,709 21,031
    TEXAS INSTRUMENTS INC 9,398 27,499
    TRUIST FINANCIAL CORPORATION 13,193 16,872
    UNION PACIFIC CORP 6,217 14,735
    UNITED PARCEL SERVICE 15,635 24,540
    VANGUARD FTSE DEVELOPED MARKETS 260,048 373,056
    VANGUARD GROWTH 39,123 193,023
    VANGUARD MID-CAP 70,886 167,094
    VANGUARD REIT INDEX ETF 45,096 56,901
    VERIZON COMMUNICATIONS INC 14,104 14,568
    VISA INC CL A 10,402 16,601
    WAL-MART INC 9,173 12,974
    WASTE MANAGEMENT INC 17,310 26,060
    XCEL ENERGY INC 18,249 22,333
    NOV INC 9,216 8,809
    NETAPP INC 13,169 17,182
    VIACOMCBS INC CL B 16,162 17,990
    VANGUARD FTSE EMERGING MARKETS ETF 113,558 112,204

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    THE RICH FOUNDATION
     
    C/O TRUXTON TRUST
    EIN:
    62-1588498
    US Government Securities - End of Year Book Value:

    0
    US Government Securities - End of Year Fair Market Value:

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


    75,789
    State & Local Government Securities - End of Year Fair Market Value:


    81,290


    TY 2020 OtherExpensesSchedule
    Name:
    THE RICH FOUNDATION
     
    C/O TRUXTON TRUST
    EIN:
    62-1588498
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 45,056 45,056   0


    TY 2020 OtherIncomeSchedule2
    Name:
    THE RICH FOUNDATION
     
    C/O TRUXTON TRUST
    EIN:
    62-1588498
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    TRUXTON TRUST - INFLATION ADJUSTMENTS 726 0 0


    TY 2020 TaxesSchedule
    Name:
    THE RICH FOUNDATION
     
    C/O TRUXTON TRUST
    EIN:
    62-1588498
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 474 474   0
    FEDERAL TAX 526 0   0