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 01-01-2020 , and ending 12-31-2020
Name of foundation
ANDREA WAITT CARLTON FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 58389
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NASHVILLE, TN37205
A Employer identification number

86-0910220
B Telephone number (see instructions)

(615) 873-4142
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$59,895,562J Accounting method:
MODIFIED CASH
(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... 930,236 929,759  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,027,852
b Gross sales price for all assets on line 6a 1,546,903
7 Capital gain net income (from Part IV, line 2)... 1,038,501
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 160,382 53,401  
12 Total. Add lines 1 through 11........ 2,118,470 2,021,661  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 169,000 14,219   154,781
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 6,500 525   5,346
16a Legal fees (attach schedule)......... Click to see attachment 470 47   423
b Accounting fees (attach schedule)....... Click to see attachment 27,220 2,722   24,498
c Other professional fees (attach schedule).... Click to see attachment 152,637 152,637   0
17 Interest............... 4,135 4,135   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,600 1,061   9,539
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 7,227 0   7,227
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 234,465 90,922   24,560
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 612,254 266,268   226,374
25 Contributions, gifts, grants paid....... 2,708,400 2,708,400
26 Total expenses and disbursements. Add lines 24 and 25 3,320,654 266,268   2,934,774
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,202,184
b Net investment income (if negative, enter -0-) 1,755,393
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............. 26,033 72,140 72,140
2 Savings and temporary cash investments......... 684,771 1,603,052 1,603,052
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 52,401,453 Click to see attachment50,885,206 58,220,034
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment651,290 Click to see attachment336 Click to see attachment336
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 53,763,547 52,560,734 59,895,562
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) Click to see attachment629 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 629 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 53,762,918 52,560,734
29 Total net assets or fund balances (see instructions)..... 53,762,918 52,560,734
30 Total liabilities and net assets/fund balances (see instructions). 53,763,547 52,560,734
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
53,762,918
2
Enter amount from Part I, line 27a .....................
2
-1,202,184
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
52,560,734
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
52,560,734
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 PUBLICLY TRADED SECURITIES P   2020-12-31
b CAPITAL GAIN DISTRIBUTION P   2020-12-31
c CD&R FUND X, LP P   2020-12-31
d MHR INSTITUTIONAL PARTNERS II, LP P   2020-12-31
e MHR INSTITUTIONAL PARTNERS III, LP P   2020-12-31
IP III BLOCKER-I LP - AIV OF MHR IP III LP P   2020-12-31
NEW MEXICO COMMUNITY CAPITAL FUND I, LP P   2020-12-31
EIG ENERGY FUND XIV-A, LP P   2020-12-31
VCFA VENTURE PARTNERS III, LP P   2020-12-31
YORKTOWN ENERGY PARTNERS VII, LP P   2020-12-31
YORKTOWN ENERGY PARTNERS VIII, LP P   2020-12-31
YORKTOWN ENERGY PARTNERS X, LP P   2020-12-31
YORKTOWN ENERGY PARTNERS XI, LP P   2020-12-31
CD&R SUB-FUND X (CREDIT) P   2020-12-31
(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     435,880 -435,880
b 205,427     205,427
c 84,917     84,917
d 1,239,715     1,239,715
e     5,161 -5,161
    3,032 -3,032
    4,771 -4,771
    57,594 -57,594
8,205     8,205
1,152     1,152
    1,114 -1,114
7,035     7,035
    850 -850
452     452
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       -435,880
b       205,427
c       84,917
d       1,239,715
e       -5,161
      -3,032
      -4,771
      -57,594
      8,205
      1,152
      -1,114
      7,035
      -850
      452
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 1,038,501
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 24,400
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 24,400
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 24,400
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 45,559
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 45,559
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 21,159
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet21,159 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 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
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, DE
    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 ofbulletSPENCE MANERS CPA Telephone no.bullet (615) 873-4142

    Located atbulletPO BOX 58389NASHVILLETN 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
     
    No
    ........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
    ANDREA WAITT CARLTON PRESIDENT/DIRECTOR
    4.00     		0 0 0
    PO BOX 58389
    NASHVILLE,TN37205
    JENNIFER KRONEBUSCH SECRETARY/TREASURER/DIRECTOR
    2.00     		6,000 0 2,812
    PO BOX 58389
    NASHVILLE,TN37205
    JACQUE J ROBERTS ASSISTANT SECRETARY
    1.00     		0 0 0
    PO BOX 58389
    NASHVILLE,TN37205
    CHARLES MOSLEY DIRECTOR
    1.00     		6,000 0 0
    PO BOX 58389
    NASHVILLE,TN37205
    STEVEN RASMUSSEN EXECUTIVE DIRECTOR
    40.00     		142,188 5,250 0
    PO BOX 58389
    NASHVILLE,TN37205
    JASON GANT DIRECTOR
    1.00     		6,000 0 0
    PO BOX 58389
    NASHVILLE,TN37205
    SAMUEL A WAITT DIRECTOR
    1.00     		6,000 0 0
    PO BOX 58389
    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
    JPMORGAN CHASE BANK NA INVESTMENT MANAGEMENT FEE 125,716
    3424 PEACHTREE ROAD NE 24TH FLOOR
    ATLANTA,GA30326
    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
    53,264,424
    b
    Average of monthly cash balances.......................
    1b
    592,509
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    53,856,933
    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
    53,856,933
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    807,854
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    53,049,079
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,652,454
    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
    2,652,454
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    24,400
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    24,400
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,628,054
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,628,054
    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
    2,628,054
    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
    2,934,774
    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
    2,934,774
    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
    2,934,774
    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 2,628,054
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 49,454
    b From 2016...... 332,568
    c From 2017...... 516,890
    d From 2018...... 659,009
    e From 2019...... 408,700
    fTotal of lines 3a through e........ 1,966,621
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,934,774
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 2,628,054
    e Remaining amount distributed out of corpus 306,720
    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 2,273,341
    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 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		49,454
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		2,223,887
    10 Analysis of line 9:
    a Excess from 2016.... 332,568
    b Excess from 2017.... 516,890
    c Excess from 2018.... 659,009
    d Excess from 2019.... 408,700
    e Excess from 2020.... 306,720
    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).)
    ANDREA WAITT CARLTON
    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:
    STEVEN RASMUSSEN
    PO BOX 58389
    NASHVILLE,TN37205
    (615) 873-4142
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN APPLICATIONS SHOULD INCLUDE: AN OVERVIEW OF THE ORGANIZATION; GOALS & NEEDS FOR THE PROJECT OR PROGRAM; PROPOSED ACTIVITIES AND RELATIONSHIP TO PROJECT OR PROGRAM; DOLLAR AMOUNT REQUESTED, WITH DETAILED BUDGET; LIST OF BOARD OF DIRECTORS MEMBERS; COPY OF IRS DETERMINATION LETTER INDICATING 501(C)(3) STATUS; CONTACT PERSON'S NAME, PHONE AND FAX NUMBERS.
    cAny submission deadlines:
    PROPOSALS MAY BE SUBMITTED AT ANY TIME AND ARE REVIEWED ON A REVOLVING BASIS.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    MAJOR GRANTS ARE USUALLY LIMITED TO NASHVILLE, TN, THE LAKE REGION OF NORTHWEST IOWA, SELECTED AREAS OF FLORIDA, SOUTH DAKOTA, AND COLORADO. PROPOSALS RELATED TO ENVIRONMENTAL AND CONSERVATION CONCERNS WILL BE CONSIDERED ON A NATIONAL BASIS. TO ENCOURAGE OTHERS TO PARTICIPATE, CHALLENGE GRANTS AND MATCHING GIFT PROPOSALS WILL RECEIVE SPECIAL CONSIDERATION. ONLY REQUESTS FROM IRC 501(C)(3) TAX EXEMPT CHARITABLE ORGANIZAIONS AND INSTITUTIONS ARE ACCEPTED.
    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
    AGAPE ANIMAL RESCUE
    PO BOX 292766
    NASHVILLE,TN37229     		  PC GENERAL OPERATING SUPPORT 25,000
    AMERICAN BAPTIST CHURCH
    1101 WEST 22ND STREET
    SIOUX FALLS,SD57105     		  PC GENERAL OPERATING SUPPORT 3,000
    AMERICAN BIRD CONSERVANCY
    4249 LOUDOUN AVE PO BOX 249
    THE PLAINS,VA20198     		  PC GENERAL OPERATING SUPPORT 5,000
    AMERICAN ENTERPRISE INSTITUTE
    1789 MASSACHUSETTS AVE
    WASHINGTON,DC20036     		  PC GENERAL OPERATING SUPPORT 25,000
    AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
    520 8TH AVENUE 7TH FLOOR
    NEW YORK,NY10018     		  PC GENERAL OPERATING SUPPORT 5,000
    ANDREW JACKSON FOUNDATION
    4850 RACHELS LANE
    NASHVILLE,TN37076     		  PC GENERAL OPERATING SUPPORT 25,000
    BAREFOOT REPUBLIC INC
    1226 LAKEVIEW DRIVE SUITE G
    FRANKLIN,TN37067     		  PC GENERAL OPERATING SUPPORT 25,000
    BARRY GOLDWATER INSTITUTE
    500 EAST CORONADO ROAD
    PHOENIX,AZ85004     		  PC GENERAL OPERATING SUPPORT 22,500
    BEACON CENTER OF TENNESSEE
    PO BOX 198646
    NASHVILLE,TN37219     		  PC GENERAL OPERATING SUPPORT 25,000
    BELMONT UNIVERSITY
    1900 BELMONT BOULEVARD
    NASHVILLE,TN372123757     		  PC GENERAL OPERATING SUPPORT 100,000
    BILL OF RIGHTS INSTITUTE
    1310 NORTH COURTHOUSE ROAD SUITE
    620
    ARLINGTON,VA22201     		  PC GENERAL OPERATING SUPPORT 20,000
    BRAMBLE PARK ZOO
    PO BOX 484
    WATERTOWN,SD572010484     		  PC GENERAL OPERATING SUPPORT 20,000
    CASA OF SUMNER COUNTY
    182 WEST FRANKLIN STREET
    GALLATIN,TN37066     		  PC GENERAL OPERATING SUPPORT 2,000
    CENTER FOR GREAT APES
    PO BOX 488
    WAUCHULA,FL33873     		  PC GENERAL OPERATING SUPPORT 37,500
    CENTER FOR NONPROFIT MANAGEMENT
    37 PEABODY ST SUITE 201
    NASHVILLE,TN37210     		  PC GENERAL OPERATING SUPPORT 5,000
    CHEEKWOOD BOTANICAL GARDEN
    1200 FORREST PARK DRIVE
    NASHVILLE,TN37205     		  PC GENERAL OPERATING SUPPORT 25,000
    CHEYENNE MOUNTAIN ZOO
    4250 CHEYENNE MT ZOO RD
    COLORADO SPRINGS,CO80906     		  PC GENERAL OPERATING SUPPORT 7,500
    CHILDREN ARE PEOPLE
    117 EAST WINCHESTER STREET
    GALLATIN,TN37066     		  PC GENERAL OPERATING SUPPORT 2,000
    CHILDREN'S HOME SOCIETY OF SOUTH DAKOTA
    801 NORTH SYCAMORE PO BOX 1749
    SIOUX FALLS,SD571011749     		  PC GENERAL OPERATING SUPPORT 1,000
    CRAZY HORSE MEMORIAL FOUNDATION
    12151 AVENUE OF THE CHIEFS
    CRAZY HOUSE,SD57730     		  PC GENERAL OPERATING SUPPORT 5,000
    CROSSROADS CAMPUS
    707 MONROE ST
    NASHVILLE,TN37208     		  PC GENERAL OPERATING SUPPORT 15,000
    DUCKS UNLIMITED INC
    ONE WATERFOWL WAY
    MEMPHIS,TN38120     		  PC GENERAL OPERATING SUPPORT 150,000
    FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION
    510 WALNUT STREET SUITE 1250
    PHILADELPHIA,PA18106     		  PC GENERAL OPERATING SUPPORT 15,000
    FREEDOM ALLIANCE
    22570 MARKEY CT SUITE 240
    DULLES,VA20166     		  PC GENERAL OPERATING SUPPORT 5,000
    FREEDOMWORKS FOUNDATION
    400 NORTH CAPITOL STREET NW SUITE
    765
    WASHINGTON,DC20001     		  PC GENERAL OPERATING SUPPORT 55,000
    FRIENDS OF AUSTRALIAN KOALA
    112 EAST 17TH STREET
    NEW YORK,NY10003     		  PC GENERAL OPERATING SUPPORT 5,000
    FRIENDS OF WARNER PARKS
    WARNER PARKS HEADQUARTERS 50 VAUGHN
    ROAD
    NASHVILLE,TN37221     		  PC GENERAL OPERATING SUPPORT 25,000
    GIBBON CONSERVATIVE CENTER
    PO BOX 800249
    SANTA CLARITA,CA91380     		  PC GENERAL OPERATING SUPPORT 10,000
    GRACE PLACE MINISTRY INC
    176 WALTON TRACE S
    HENDERSONVILLE,TN37075     		  PC GENERAL OPERATING SUPPORT 2,000
    GRASSLAND SCHOOL COMMUNITY ASSOCIATION INC
    6803 MANLEY LN
    BRENTWOOD,TN37027     		  PC GENERAL OPERATING SUPPORT 2,500
    HARPETH CONSERVANCY
    215 JAMESTOWN PARK SUITE 101
    BRENTWOOD,TN37027     		  PC GENERAL OPERATING SUPPORT 10,000
    HENDERSONVILLE FIRST UNITED METHODIST CHURCH
    217 EAST MAIN STREET
    HENDERSONVILLE,TN37075     		  PC GENERAL OPERATING SUPPORT 1,000
    HILLSDALE COLLEGE
    33 E COLLEGE ST
    HILLSDALE,MI49242     		  PC GENERAL OPERATING SUPPORT 25,000
    HISTORIC ARNOLD'S PARK INC
    PO BOX 609
    ARNOLDS PARK,IA51331     		  PC GENERAL OPERATING SUPPORT 252,500
    HOLY FAMILY CATHOLIC CHURCH
    9100 CROCKETT ROAD
    BRENTWOOD,TN37027     		  PC GENERAL OPERATING SUPPORT 2,500
    HUMAN SOCIETY OF SUMNER CO
    16 VOLUNTEER DRIVE
    HENDERSONVILLE,TN37075     		  PC GENERAL OPERATING SUPPORT 2,500
    INDEPENDENT INSTITUTE
    100 SWAN WAY
    OAKLAND,CA94621     		  PC GENERAL OPERATING SUPPORT 20,000
    INTERCOLLEGIATE STUDIES INSTITUTE INC
    3901 CENTERVILLE ROAD
    WILMINGTON,DE198071938     		  PC GENERAL OPERATING SUPPORT 25,000
    INTERNATIONAL FUND FOR ANIMALS
    290 SUMMER STREET
    YARMOUTH PORT,MA02675     		  PC GENERAL OPERATING SUPPORT 5,000
    JENNIFER O'NEILL MINISTRIES
    30 HILLENGLADE DRIVE
    NASHVILLE,TN37207     		  PC GENERAL OPERATING SUPPORT 25,000
    LEADERSHIP INSTITUTE
    1101 N HIGHLAND STREET
    ARLINGTON,VA22201     		  PC GENERAL OPERATING SUPPORT 20,000
    LOGGERHEAD MARINELIFE CENTER
    14200 US HIGHWAY ONE
    JUNO BEACH,FL33408     		  PC GENERAL OPERATING SUPPORT 15,000
    MARTHA O'BRYAN CENTER INC
    711 SOUTH SEVENTH STREET
    NASHVILLE,TN37206     		  PC GENERAL OPERATING SUPPORT 25,000
    MEN OF VALOR
    504 VALOR WAY
    ANTIOCH,TN37013     		  PC GENERAL OPERATING SUPPORT 25,000
    MONTGOMERY BELL ACADEMY
    4001 HARDING ROAD
    NASHVILLE,TN37205     		  PC GENERAL OPERATING SUPPORT 200,000
    NASHVILLE AREA RED CROSS
    2201 CHARLOTTE AVENUE
    NASHVILLE,TN37203     		  PC GENERAL OPERATING SUPPORT 15,000
    NASHVILLE COACHING COALITION
    4721 TROUSDALE DRIVE SUITE 125
    NASHVILLE,TN37220     		  PC GENERAL OPERATING SUPPORT 5,000
    NASHVILLE RESCUE MISSION
    639 LAFAYETTE STREET
    NASHVILLE,TN37203     		  PC GENERAL OPERATING SUPPORT 15,000
    NASHVILLE ZOO
    3777 NOLENSVILLE PIKE
    NASHVILLE,TN37211     		  PC GENERAL OPERATING SUPPORT 145,000
    NEXT DOOR
    PO BOX 23336
    NASHVILLE,TN37202     		  PC GENERAL OPERATING SUPPORT 15,000
    OLD FRIENDS SENIOR DOG INC
    PO BOX 93
    MOUNT JULIET,TN37121     		  PC GENERAL OPERATING SUPPORT 5,000
    OPERATION STAND DOWN NASHVILLE INC
    1125 12TH AVENUE SOUTH
    NASHVILLE,TN372034709     		  PC GENERAL OPERATING SUPPORT 20,000
    OWL'S HILL NATURE SANCTUARY
    545 BEECH CREEK ROAD
    BRENTWOOD,TN37027     		  PC GENERAL OPERATING SUPPORT 15,000
    PEER PLACE
    1 LYNWOOD LN
    NASHVILLE,TN37205     		  PC GENERAL OPERATING SUPPORT 2,000
    PET COMMUNITY CENTER INC
    943-B DR RICHARD G ADAMS DRIVE
    NASHVILLE,TN37207     		  PC GENERAL OPERATING SUPPORT 30,000
    PRAGER UNIVERSITY FOUNDATION
    15021 VENTURA BLVD 552
    SHERMAN OAKS,CA91402     		  PC GENERAL OPERATING SUPPORT 5,000
    REBOOT COMBAT RECOVERY
    PO BOX 1223
    FT CAMPBELL,KY42223     		  PC GENERAL OPERATING SUPPORT 20,000
    ROOM IN THE INN
    PO BOX 25309
    NASHVILLE,TN372025309     		  PC GENERAL OPERATING SUPPORT 50,000
    SADDLE UP
    1549 OLD HILLSBORO ROAD
    FRANKLIN,TN37069     		  PC GENERAL OPERATING SUPPORT 10,000
    SAFE HAVEN FAMILY SHELTER
    1234 THIRD AVENUE SOUTH
    NASHVILLE,TN37210     		  PC GENERAL OPERATING SUPPORT 1,000
    SALVUS CENTER
    556 HARTSVILLE PIKE SUITE 200
    GALLATIN,TN37066     		  PC GENERAL OPERATING SUPPORT 1,000
    SAMARITAN'S PURSE
    PO BOX 3000
    BOONE,NC28607     		  PC GENERAL OPERATING SUPPORT 40,000
    SEA SHEPHERD CONSERVATION SOCIETY
    PO BOX 2616
    ALEXANDRIA,VA22306     		  PC GENERAL OPERATING SUPPORT 2,500
    SECOND HARVEST FOOD BANK
    331 GREAT CIRCLE ROAD
    NASHVILLE,TN37228     		  PC GENERAL OPERATING SUPPORT 75,000
    SHAKESPEARE GARDEN SOCIETY
    23358 385TH AVENUE
    WESSINGTON SPRINGS,SD57382     		  PC GENERAL OPERATING SUPPORT 1,000
    SILOAM FAMILY HEALTH CENTER
    820 GALE LANE
    NASHVILLE,TN37204     		  PC GENERAL OPERATING SUPPORT 10,000
    SPECIAL KIDS INC
    2208 E MAIN STREET
    MURFREESBORO,TN37130     		  PC GENERAL OPERATING SUPPORT 5,000
    ST HENRY CHURCH
    6401 HARDING PIKE
    NASHVILLE,TN37205     		  PC GENERAL OPERATING SUPPORT 1,500
    STEPHENS COLLEGE
    1200 E BROADWAY
    COLUMBIA,MO65215     		  PC GENERAL OPERATING SUPPORT 10,000
    STEPHENS COLLEGE
    1200 E BROADWAY
    COLUMBIA,MO65215     		  PC GENERAL OPERATING SUPPORT 10,000
    STUDIO TENN
    408 CHURCH STREET SUITE 302
    FRANKLIN,TN37064     		  PC GENERAL OPERATING SUPPORT 5,000
    TENNESSEE GOLF FOUNDATION
    400 FRANKLIN ROAD
    FRANKLIN,TN37069     		  PC GENERAL OPERATING SUPPORT 92,500
    TENNESSEE STATE MUSEUM FOUNDATION
    505 DEADERICK ST
    NASHVILLE,TN372431402     		  PC GENERAL OPERATING SUPPORT 100,000
    TENNESSEE WILDLIFE FEDERATION
    300 ORLANDO AVENUE 200
    NASHVILLE,TN37209     		  PC GENERAL OPERATING SUPPORT 100,000
    THE AMERICAN CONSERVATIVE
    910 17TH ST SUITE 312
    WASHINGTON,DC20006     		  PC GENERAL OPERATING SUPPORT 20,000
    THE COMMUNITY FOUNDATION OF MIDDLE TN
    3833 CLEGHORN AVENUE
    NASHVILLE,TN37215     		  PC GENERAL OPERATING SUPPORT 20,000
    THE COMMUNITY FOUNDATION OF SOUTH CENTRAL KENTUCKY
    PO BOX 737
    BOWLING GREEN,KY42101     		  PC GENERAL OPERATING SUPPORT 20,000
    THE HERITAGE FOUNDATION
    214 MASSACHUSETTS AVENUE NE
    WASHINGTON,DC20001     		  PC GENERAL OPERATING SUPPORT 250,000
    THE JOHN JAY INSTITUTE
    PO BOX 28221
    PHILADELPHIA,PA19131     		  PC GENERAL OPERATING SUPPORT 15,000
    THE NASHVILLE FOOD PROJECT
    5904 CALIFORNIA AVENUE
    NASHVILLE,TN37209     		  PC GENERAL OPERATING SUPPORT 40,400
    THE NASHVILLE SYMPHONY
    ONE SUMPHONY PLACE
    NASHVILLE,TN37201     		  PC GENERAL OPERATING SUPPORT 10,000
    THE PHILANTHROPY ROUNDTABLE
    1120 20TH STREET NW SUITE 550 SOUTH
    WASHINGTON,DC20036     		  PC GENERAL OPERATING SUPPORT 20,000
    THE REFUGE CENTER FOR COUNSELING
    103 FORREST CROSSING BLVD SUITE 102
    FRANKLIN,TN37064     		  PC GENERAL OPERATING SUPPORT 6,500
    THE SALVATION ARMY OF NASHVILLE
    PO BOX 78265
    NASHVILLE,TN37207     		  PC GENERAL OPERATING SUPPORT 25,000
    THE SANIBEL-CAPTIVA CONSERVATION FOUNDATION
    333 SANIBEL-CAPTIVA RD PO BOX 839
    SANIBEL,FL33957     		  PC GENERAL OPERATING SUPPORT 37,500
    THISTLE FARMS INC
    5122 CHARLOTTE AVENUE
    NASHVILLE,TN37209     		  PC GENERAL OPERATING SUPPORT 25,000
    UNITED STATES ORGANIZATION INC
    USO FORT CAMPBELL/NASHVILLE PO BOX
    1121
    FORT CAMPBELL,KY42223     		  PC GENERAL OPERATING SUPPORT 5,000
    UNIVERSITY OF FLORIDA FOUNDATION
    PO BOX 14425
    GAINESVILLE,FL32604     		  PC GENERAL OPERATING SUPPORT 1,000
    WALDEN'S PUDDLE
    PO BOX 641 8131 JACKMAN ROAD
    JOELTON,TN37080     		  PC GENERAL OPERATING SUPPORT 10,000
    WREATHS ACROSS AMERICA
    9140 JENKINS RD
    COTTON,MN55724     		  PC GENERAL OPERATING SUPPORT 5,000
    YMCA OF MIDDLE TENNESSEE
    1000 CHURCH STREET
    NASHVILLE,TN37203     		  PC GENERAL OPERATING SUPPORT 30,000
    YOUNG AMERICANS AGAINST SOCIALISM
    53 W JACKSON BLVD SUITE 1734
    CHICAGO,IL60604     		  PC GENERAL OPERATING SUPPORT 38,000
    Total .................................bullet 3a 2,708,400
    bApproved for future payment
    CENTER FOR GREAT APES
    PO BOX 488
    WAUCHULA,FL33873     		  PC INDOOR/OUTDOOR HOUSING FACILITY FOR RESCUED CHIMPANZEE GROUP 37,500
    DUCKS UNLIMITEDSPIRIT LAKE WETLANDS PROJECT
    ONE WATERFOWL WAY
    MEMPHIS,TN38120     		  PC ESTABLISHING THE ANDREA WAITT CARLTON FAMILY FOUNDATION WILDLIFE MANAGEMENT AREA FOR PUBLIC USE AND MIGRATORY BIRD HABITAT 600,000
    LOGGERHEAD MARINELIFE CENTER INC
    14200 US HIGHWAY ONE
    JUNO BEACH,FL33408     		  PC WAVES OF PROGRESS CAPITAL EXPANSION 160,000
    MONTGOMERY BELL ACADEMY
    4001 HARDING ROAD
    NASHVILLE,TN37205     		  PC CHURCH PROPERTY ACQUISITION 400,000
    NASHVILLE ZOO
    3777 NOLENSVILLE PIKE
    NASHVILLE,TN37211     		  PC GROW WILD CAPITAL CAMPAIGN 100,000
    TENNESSEE STATE MUSEUM FOUNDATION
    505 DEADERICK ST
    NASHVILLE,TN372431402     		  PC GALLERY INTRODUCTION THEATRE EXPEREINCE, FORGING A NATION 200,000
    TENNESSEE WILDLIFE FEDERATION
    300 ORLANDO AVENUE 200
    NASHVILLE,TN37209     		  PC A TRANSFORMATIONAL CONSERVATION POLICY PROGRAM 200,000
    THISTLE FARMS INC
    5122 CHARLOTTE AVENUE
    NASHVILLE,TN37209     		  PC SOWING SEEDS FOR A NEW HARVEST: GROWTH CAMPAIGN PHASE II 25,000
    TRAILHEAD COMMUNITY
    11757 W KEN CARYL AVE F426
    LITTLETON,CO80127     		  PC BOARD DIRECTED GIFT BY JENNIFER KRONEBUSCH 2,500
    WALDEN'S PUDDLE
    PO BOX 641 8131 JACKMAN ROAD
    JOELTON,TN37080     		  PC WATERPROOFING OUR FOUNDATION 15,000
    Total .................................bullet 3b 1,740,000
    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....     14 930,236  
    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.....     14 160,382  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,068,788  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INVESTMENT INCOME     		523000 -40,936      
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -40,936 2,159,406 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,118,470
    (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

    Form 990PF Part XV Line 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
    AGAPE ANIMAL RESCUEPO BOX 292766
    NASHVILLE,TN37229     		  PC GENERAL OPERATING SUPPORT 25,000
    AMERICAN BAPTIST CHURCH1101 WEST 22ND STREET
    SIOUX FALLS,SD57105     		  PC GENERAL OPERATING SUPPORT 3,000
    AMERICAN BIRD CONSERVANCY4249 LOUDOUN AVE PO BOX 249
    THE PLAINS,VA20198     		  PC GENERAL OPERATING SUPPORT 5,000
    AMERICAN ENTERPRISE INSTITUTE1789 MASSACHUSETTS AVE
    WASHINGTON,DC20036     		  PC GENERAL OPERATING SUPPORT 25,000
    AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS520 8TH AVENUE 7TH FLOOR
    NEW YORK,NY10018     		  PC GENERAL OPERATING SUPPORT 5,000
    ANDREW JACKSON FOUNDATION4850 RACHELS LANE
    NASHVILLE,TN37076     		  PC GENERAL OPERATING SUPPORT 25,000
    BAREFOOT REPUBLIC INC1226 LAKEVIEW DRIVE SUITE G
    FRANKLIN,TN37067     		  PC GENERAL OPERATING SUPPORT 25,000
    BARRY GOLDWATER INSTITUTE500 EAST CORONADO ROAD
    PHOENIX,AZ85004     		  PC GENERAL OPERATING SUPPORT 22,500
    BEACON CENTER OF TENNESSEEPO BOX 198646
    NASHVILLE,TN37219     		  PC GENERAL OPERATING SUPPORT 25,000
    BELMONT UNIVERSITY1900 BELMONT BOULEVARD
    NASHVILLE,TN372123757     		  PC GENERAL OPERATING SUPPORT 100,000
    BILL OF RIGHTS INSTITUTE1310 NORTH COURTHOUSE ROAD SUITE
    620
    ARLINGTON,VA22201     		  PC GENERAL OPERATING SUPPORT 20,000
    BRAMBLE PARK ZOOPO BOX 484
    WATERTOWN,SD572010484     		  PC GENERAL OPERATING SUPPORT 20,000
    CASA OF SUMNER COUNTY182 WEST FRANKLIN STREET
    GALLATIN,TN37066     		  PC GENERAL OPERATING SUPPORT 2,000
    CENTER FOR GREAT APESPO BOX 488
    WAUCHULA,FL33873     		  PC GENERAL OPERATING SUPPORT 37,500
    CENTER FOR NONPROFIT MANAGEMENT37 PEABODY ST SUITE 201
    NASHVILLE,TN37210     		  PC GENERAL OPERATING SUPPORT 5,000
    CHEEKWOOD BOTANICAL GARDEN1200 FORREST PARK DRIVE
    NASHVILLE,TN37205     		  PC GENERAL OPERATING SUPPORT 25,000
    CHEYENNE MOUNTAIN ZOO4250 CHEYENNE MT ZOO RD
    COLORADO SPRINGS,CO80906     		  PC GENERAL OPERATING SUPPORT 7,500
    CHILDREN ARE PEOPLE117 EAST WINCHESTER STREET
    GALLATIN,TN37066     		  PC GENERAL OPERATING SUPPORT 2,000
    CHILDREN'S HOME SOCIETY OF SOUTH DAKOTA801 NORTH SYCAMORE PO BOX 1749
    SIOUX FALLS,SD571011749     		  PC GENERAL OPERATING SUPPORT 1,000
    CRAZY HORSE MEMORIAL FOUNDATION12151 AVENUE OF THE CHIEFS
    CRAZY HOUSE,SD57730     		  PC GENERAL OPERATING SUPPORT 5,000
    CROSSROADS CAMPUS707 MONROE ST
    NASHVILLE,TN37208     		  PC GENERAL OPERATING SUPPORT 15,000
    DUCKS UNLIMITED INCONE WATERFOWL WAY
    MEMPHIS,TN38120     		  PC GENERAL OPERATING SUPPORT 150,000
    FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION510 WALNUT STREET SUITE 1250
    PHILADELPHIA,PA18106     		  PC GENERAL OPERATING SUPPORT 15,000
    FREEDOM ALLIANCE22570 MARKEY CT SUITE 240
    DULLES,VA20166     		  PC GENERAL OPERATING SUPPORT 5,000
    FREEDOMWORKS FOUNDATION400 NORTH CAPITOL STREET NW SUITE
    765
    WASHINGTON,DC20001     		  PC GENERAL OPERATING SUPPORT 55,000
    FRIENDS OF AUSTRALIAN KOALA112 EAST 17TH STREET
    NEW YORK,NY10003     		  PC GENERAL OPERATING SUPPORT 5,000
    FRIENDS OF WARNER PARKSWARNER PARKS HEADQUARTERS 50 VAUGHN
    ROAD
    NASHVILLE,TN37221     		  PC GENERAL OPERATING SUPPORT 25,000
    GIBBON CONSERVATIVE CENTERPO BOX 800249
    SANTA CLARITA,CA91380     		  PC GENERAL OPERATING SUPPORT 10,000
    GRACE PLACE MINISTRY INC176 WALTON TRACE S
    HENDERSONVILLE,TN37075     		  PC GENERAL OPERATING SUPPORT 2,000
    GRASSLAND SCHOOL COMMUNITY ASSOCIATION INC6803 MANLEY LN
    BRENTWOOD,TN37027     		  PC GENERAL OPERATING SUPPORT 2,500
    HARPETH CONSERVANCY215 JAMESTOWN PARK SUITE 101
    BRENTWOOD,TN37027     		  PC GENERAL OPERATING SUPPORT 10,000
    HENDERSONVILLE FIRST UNITED METHODIST CHURCH217 EAST MAIN STREET
    HENDERSONVILLE,TN37075     		  PC GENERAL OPERATING SUPPORT 1,000
    HILLSDALE COLLEGE33 E COLLEGE ST
    HILLSDALE,MI49242     		  PC GENERAL OPERATING SUPPORT 25,000
    HISTORIC ARNOLD'S PARK INCPO BOX 609
    ARNOLDS PARK,IA51331     		  PC GENERAL OPERATING SUPPORT 252,500
    HOLY FAMILY CATHOLIC CHURCH9100 CROCKETT ROAD
    BRENTWOOD,TN37027     		  PC GENERAL OPERATING SUPPORT 2,500
    HUMAN SOCIETY OF SUMNER CO16 VOLUNTEER DRIVE
    HENDERSONVILLE,TN37075     		  PC GENERAL OPERATING SUPPORT 2,500
    INDEPENDENT INSTITUTE100 SWAN WAY
    OAKLAND,CA94621     		  PC GENERAL OPERATING SUPPORT 20,000
    INTERCOLLEGIATE STUDIES INSTITUTE INC3901 CENTERVILLE ROAD
    WILMINGTON,DE198071938     		  PC GENERAL OPERATING SUPPORT 25,000
    INTERNATIONAL FUND FOR ANIMALS290 SUMMER STREET
    YARMOUTH PORT,MA02675     		  PC GENERAL OPERATING SUPPORT 5,000
    JENNIFER O'NEILL MINISTRIES30 HILLENGLADE DRIVE
    NASHVILLE,TN37207     		  PC GENERAL OPERATING SUPPORT 25,000
    LEADERSHIP INSTITUTE1101 N HIGHLAND STREET
    ARLINGTON,VA22201     		  PC GENERAL OPERATING SUPPORT 20,000
    LOGGERHEAD MARINELIFE CENTER14200 US HIGHWAY ONE
    JUNO BEACH,FL33408     		  PC GENERAL OPERATING SUPPORT 15,000
    MARTHA O'BRYAN CENTER INC711 SOUTH SEVENTH STREET
    NASHVILLE,TN37206     		  PC GENERAL OPERATING SUPPORT 25,000
    MEN OF VALOR504 VALOR WAY
    ANTIOCH,TN37013     		  PC GENERAL OPERATING SUPPORT 25,000
    MONTGOMERY BELL ACADEMY4001 HARDING ROAD
    NASHVILLE,TN37205     		  PC GENERAL OPERATING SUPPORT 200,000
    NASHVILLE AREA RED CROSS2201 CHARLOTTE AVENUE
    NASHVILLE,TN37203     		  PC GENERAL OPERATING SUPPORT 15,000
    NASHVILLE COACHING COALITION4721 TROUSDALE DRIVE SUITE 125
    NASHVILLE,TN37220     		  PC GENERAL OPERATING SUPPORT 5,000
    NASHVILLE RESCUE MISSION639 LAFAYETTE STREET
    NASHVILLE,TN37203     		  PC GENERAL OPERATING SUPPORT 15,000
    NASHVILLE ZOO3777 NOLENSVILLE PIKE
    NASHVILLE,TN37211     		  PC GENERAL OPERATING SUPPORT 145,000
    NEXT DOORPO BOX 23336
    NASHVILLE,TN37202     		  PC GENERAL OPERATING SUPPORT 15,000
    OLD FRIENDS SENIOR DOG INCPO BOX 93
    MOUNT JULIET,TN37121     		  PC GENERAL OPERATING SUPPORT 5,000
    OPERATION STAND DOWN NASHVILLE INC1125 12TH AVENUE SOUTH
    NASHVILLE,TN372034709     		  PC GENERAL OPERATING SUPPORT 20,000
    OWL'S HILL NATURE SANCTUARY545 BEECH CREEK ROAD
    BRENTWOOD,TN37027     		  PC GENERAL OPERATING SUPPORT 15,000
    PEER PLACE1 LYNWOOD LN
    NASHVILLE,TN37205     		  PC GENERAL OPERATING SUPPORT 2,000
    PET COMMUNITY CENTER INC943-B DR RICHARD G ADAMS DRIVE
    NASHVILLE,TN37207     		  PC GENERAL OPERATING SUPPORT 30,000
    PRAGER UNIVERSITY FOUNDATION15021 VENTURA BLVD 552
    SHERMAN OAKS,CA91402     		  PC GENERAL OPERATING SUPPORT 5,000
    REBOOT COMBAT RECOVERYPO BOX 1223
    FT CAMPBELL,KY42223     		  PC GENERAL OPERATING SUPPORT 20,000
    ROOM IN THE INNPO BOX 25309
    NASHVILLE,TN372025309     		  PC GENERAL OPERATING SUPPORT 50,000
    SADDLE UP1549 OLD HILLSBORO ROAD
    FRANKLIN,TN37069     		  PC GENERAL OPERATING SUPPORT 10,000
    SAFE HAVEN FAMILY SHELTER1234 THIRD AVENUE SOUTH
    NASHVILLE,TN37210     		  PC GENERAL OPERATING SUPPORT 1,000
    SALVUS CENTER556 HARTSVILLE PIKE SUITE 200
    GALLATIN,TN37066     		  PC GENERAL OPERATING SUPPORT 1,000
    SAMARITAN'S PURSEPO BOX 3000
    BOONE,NC28607     		  PC GENERAL OPERATING SUPPORT 40,000
    SEA SHEPHERD CONSERVATION SOCIETYPO BOX 2616
    ALEXANDRIA,VA22306     		  PC GENERAL OPERATING SUPPORT 2,500
    SECOND HARVEST FOOD BANK331 GREAT CIRCLE ROAD
    NASHVILLE,TN37228     		  PC GENERAL OPERATING SUPPORT 75,000
    SHAKESPEARE GARDEN SOCIETY23358 385TH AVENUE
    WESSINGTON SPRINGS,SD57382     		  PC GENERAL OPERATING SUPPORT 1,000
    SILOAM FAMILY HEALTH CENTER820 GALE LANE
    NASHVILLE,TN37204     		  PC GENERAL OPERATING SUPPORT 10,000
    SPECIAL KIDS INC2208 E MAIN STREET
    MURFREESBORO,TN37130     		  PC GENERAL OPERATING SUPPORT 5,000
    ST HENRY CHURCH6401 HARDING PIKE
    NASHVILLE,TN37205     		  PC GENERAL OPERATING SUPPORT 1,500
    STEPHENS COLLEGE1200 E BROADWAY
    COLUMBIA,MO65215     		  PC GENERAL OPERATING SUPPORT 10,000
    STEPHENS COLLEGE1200 E BROADWAY
    COLUMBIA,MO65215     		  PC GENERAL OPERATING SUPPORT 10,000
    STUDIO TENN408 CHURCH STREET SUITE 302
    FRANKLIN,TN37064     		  PC GENERAL OPERATING SUPPORT 5,000
    TENNESSEE GOLF FOUNDATION400 FRANKLIN ROAD
    FRANKLIN,TN37069     		  PC GENERAL OPERATING SUPPORT 92,500
    TENNESSEE STATE MUSEUM FOUNDATION505 DEADERICK ST
    NASHVILLE,TN372431402     		  PC GENERAL OPERATING SUPPORT 100,000
    TENNESSEE WILDLIFE FEDERATION300 ORLANDO AVENUE 200
    NASHVILLE,TN37209     		  PC GENERAL OPERATING SUPPORT 100,000
    THE AMERICAN CONSERVATIVE910 17TH ST SUITE 312
    WASHINGTON,DC20006     		  PC GENERAL OPERATING SUPPORT 20,000
    THE COMMUNITY FOUNDATION OF MIDDLE TN3833 CLEGHORN AVENUE
    NASHVILLE,TN37215     		  PC GENERAL OPERATING SUPPORT 20,000
    THE COMMUNITY FOUNDATION OF SOUTH CENTRAL KENTUCKYPO BOX 737
    BOWLING GREEN,KY42101     		  PC GENERAL OPERATING SUPPORT 20,000
    THE HERITAGE FOUNDATION214 MASSACHUSETTS AVENUE NE
    WASHINGTON,DC20001     		  PC GENERAL OPERATING SUPPORT 250,000
    THE JOHN JAY INSTITUTEPO BOX 28221
    PHILADELPHIA,PA19131     		  PC GENERAL OPERATING SUPPORT 15,000
    THE NASHVILLE FOOD PROJECT5904 CALIFORNIA AVENUE
    NASHVILLE,TN37209     		  PC GENERAL OPERATING SUPPORT 40,400
    THE NASHVILLE SYMPHONYONE SUMPHONY PLACE
    NASHVILLE,TN37201     		  PC GENERAL OPERATING SUPPORT 10,000
    THE PHILANTHROPY ROUNDTABLE1120 20TH STREET NW SUITE 550 SOUTH
    WASHINGTON,DC20036     		  PC GENERAL OPERATING SUPPORT 20,000
    THE REFUGE CENTER FOR COUNSELING103 FORREST CROSSING BLVD SUITE 102
    FRANKLIN,TN37064     		  PC GENERAL OPERATING SUPPORT 6,500
    THE SALVATION ARMY OF NASHVILLEPO BOX 78265
    NASHVILLE,TN37207     		  PC GENERAL OPERATING SUPPORT 25,000
    THE SANIBEL-CAPTIVA CONSERVATION FOUNDATION333 SANIBEL-CAPTIVA RD PO BOX 839
    SANIBEL,FL33957     		  PC GENERAL OPERATING SUPPORT 37,500
    THISTLE FARMS INC5122 CHARLOTTE AVENUE
    NASHVILLE,TN37209     		  PC GENERAL OPERATING SUPPORT 25,000
    UNITED STATES ORGANIZATION INCUSO FORT CAMPBELL/NASHVILLE PO BOX
    1121
    FORT CAMPBELL,KY42223     		  PC GENERAL OPERATING SUPPORT 5,000
    UNIVERSITY OF FLORIDA FOUNDATIONPO BOX 14425
    GAINESVILLE,FL32604     		  PC GENERAL OPERATING SUPPORT 1,000
    WALDEN'S PUDDLEPO BOX 641 8131 JACKMAN ROAD
    JOELTON,TN37080     		  PC GENERAL OPERATING SUPPORT 10,000
    WREATHS ACROSS AMERICA9140 JENKINS RD
    COTTON,MN55724     		  PC GENERAL OPERATING SUPPORT 5,000
    YMCA OF MIDDLE TENNESSEE1000 CHURCH STREET
    NASHVILLE,TN37203     		  PC GENERAL OPERATING SUPPORT 30,000
    YOUNG AMERICANS AGAINST SOCIALISM53 W JACKSON BLVD SUITE 1734
    CHICAGO,IL60604     		  PC GENERAL OPERATING SUPPORT 38,000
    Total ...............................bullet 3a 2,708,400
    bApproved for future payment
    CENTER FOR GREAT APESPO BOX 488
    WAUCHULA,FL33873     		  PC INDOOR/OUTDOOR HOUSING FACILITY FOR RESCUED CHIMPANZEE GROUP 37,500
    DUCKS UNLIMITEDSPIRIT LAKE WETLANDS PROJECTONE WATERFOWL WAY
    MEMPHIS,TN38120     		  PC ESTABLISHING THE ANDREA WAITT CARLTON FAMILY FOUNDATION WILDLIFE MANAGEMENT AREA FOR PUBLIC USE AND MIGRATORY BIRD HABITAT 600,000
    LOGGERHEAD MARINELIFE CENTER INC14200 US HIGHWAY ONE
    JUNO BEACH,FL33408     		  PC WAVES OF PROGRESS CAPITAL EXPANSION 160,000
    MONTGOMERY BELL ACADEMY4001 HARDING ROAD
    NASHVILLE,TN37205     		  PC CHURCH PROPERTY ACQUISITION 400,000
    NASHVILLE ZOO3777 NOLENSVILLE PIKE
    NASHVILLE,TN37211     		  PC GROW WILD CAPITAL CAMPAIGN 100,000
    TENNESSEE STATE MUSEUM FOUNDATION505 DEADERICK ST
    NASHVILLE,TN372431402     		  PC GALLERY INTRODUCTION THEATRE EXPEREINCE, FORGING A NATION 200,000
    TENNESSEE WILDLIFE FEDERATION300 ORLANDO AVENUE 200
    NASHVILLE,TN37209     		  PC A TRANSFORMATIONAL CONSERVATION POLICY PROGRAM 200,000
    THISTLE FARMS INC5122 CHARLOTTE AVENUE
    NASHVILLE,TN37209     		  PC SOWING SEEDS FOR A NEW HARVEST: GROWTH CAMPAIGN PHASE II 25,000
    TRAILHEAD COMMUNITY11757 W KEN CARYL AVE F426
    LITTLETON,CO80127     		  PC BOARD DIRECTED GIFT BY JENNIFER KRONEBUSCH 2,500
    WALDEN'S PUDDLEPO BOX 641 8131 JACKMAN ROAD
    JOELTON,TN37080     		  PC WATERPROOFING OUR FOUNDATION 15,000
    Total ................................bullet 3b 1,740,000

    TY 2020 AccountingFeesSchedule
    Name:
    ANDREA WAITT CARLTON FAMILY FOUNDATION
    EIN:
    86-0910220
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 27,220 2,722   24,498

    TY 2020 InvestmentsOtherSchedule2
    Name:
    ANDREA WAITT CARLTON FAMILY FOUNDATION
    EIN:
    86-0910220
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    JP MORGAN-MANAGED FUND FMV 45,539,470 52,961,695
    PEG GLOBAL PRIVATE EQUITY FMV 481,517 513,066
    CLAYTON, DUBILIER & RICE FUNDX FMV 452,213 819,184
    GREEN EQUITY INVESTORS VII, LP FMV 796,837 1,355,545
    INDUS ASIA PACIFIC DIST. HOLD FMV 22,704 7,844
    MHR INSTITUTIONAL PARTNERS III FMV 407,352 558,001
    MHR INSTITUTIONAL PARTNERS II FMV 1,401,129 357,039
    NEW MEXICO COMMUNITY CAPITAL FUND FMV 10,899 15,434
    TCW ENERGY FUND XIV FMV 341,474 93,699
    YORKTOWN ENERGY PARTNERS VII FMV 313,073 146,023
    YORKTOWN ENERGY PARTNERS VIII FMV 370,305 254,902
    YORKTOWN ENERGY PARTNERS X FMV 366,903 491,139
    YORKTOWN ENERGY PARTNERS XI FMV 381,330 646,463

    TY 2020 LegalFeesSchedule
    Name:
    ANDREA WAITT CARLTON FAMILY FOUNDATION
    EIN:
    86-0910220
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 470 47   423


    TY 2020 OtherAssetsSchedule
    Name:
    ANDREA WAITT CARLTON FAMILY FOUNDATION
    EIN:
    86-0910220
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    RECEIVABLES 651,290 336 336


    TY 2020 OtherExpensesSchedule
    Name:
    ANDREA WAITT CARLTON FAMILY FOUNDATION
    EIN:
    86-0910220
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOOKS, REFERENCE MATERIALS 319 0   319
    DUES, FEES, & SUBSCRIPTIONS 11,749 0   11,749
    SOFTWARE EXPENSE 8,171 0   8,171
    MEALS & ENTERTAINMENT 1,397 0   1,397
    POSTAGE & SHIPPING 626 0   626
    PUBLIC RELATIONS 1,892 0   1,892
    PASSTHROUGH-CASH CONTRIBUTIONS 100 100   0
    PASSTHROUGH-OTHER DEDUCTIONS ROYALTY 1,516 1,516   0
    OFFICE SUPPLIES 406 0   406
    PASSTHROUGH SEC 743(B) NEG ADJ 14,580 14,580   0
    PASSTHROUGH-SEC 59E2 EXPENDITURES 102,324 102,324   0
    PASSTHROUGH-DEDUCTIONS 68,041 68,041   0
    PASSTHROUGH COST DEPLETION 21,733 21,733   0
    UBI DEDUCTIONS ADJUSTMENT 0 -117,698   0
    PASSTHROUGH - NON DEDUCTIBLE EXPENSES 1,285 0   0
    PASSTHROUGH - PORTFOLIO INCOME DEDUCTIONS 326 326   0


    TY 2020 OtherIncomeSchedule2
    Name:
    ANDREA WAITT CARLTON FAMILY FOUNDATION
    EIN:
    86-0910220
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CD&R FUND X, LP 0 -26 0
    CD&R FUND X WATERWORKS B, LP 10,396 0 10,396
    CD&R FUND X ENERGY A, LP -28,547 0 -28,547
    MHR INSTITUTIONAL PARTNERS III, LP -5 0 -5
    IP III BLOCKER-I LP 32 32 32
    EIG ENERGY FUND XIV-A, LP 45,484 227 45,484
    YORKTOWN ENERGY PARTNERS VII, LP 24,679 7,048 24,679
    YORKTOWN ENERGY PARTNERS VIII, LP 17,863 4,980 17,863
    YORKTOWN ENERGY PARTNERS X, LP 53,081 20,687 53,081
    YORKTOWN ENERGY PARTNERS XI, LP 36,418 19,472 36,418
    CD&R SUB-FUND X (CREDIT) (PFIC) 981 981 981
    OTHER INVESTMENT INCOME 0   -40,936


    TY 2020 OtherLiabilitiesSchedule
    Name:
    ANDREA WAITT CARLTON FAMILY FOUNDATION
    EIN:
    86-0910220
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL TAXES AND WITHHOLDINGS PAYABLE 629 0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    ANDREA WAITT CARLTON FAMILY FOUNDATION
    EIN:
    86-0910220
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 152,637 152,637   0


    TY 2020 TaxesSchedule
    Name:
    ANDREA WAITT CARLTON FAMILY FOUNDATION
    EIN:
    86-0910220
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 10,599 1,060   9,539
    PARTNERSHIP PASS-THROUGH FOREIGN TAXES PAID 1 1   0