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
HENRY LAIRD SMITH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)4400 HARDING ROAD RMSTE 310
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NASHVILLE, TN372055215
A Employer identification number

62-6271796
B Telephone number (see instructions)

(615) 460-9240
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$16,751,582J 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 2,682 2,682  
4 Dividends and interest from securities... 169,227 169,227  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 596,651
b Gross sales price for all assets on line 6a 4,493,181
7 Capital gain net income (from Part IV, line 2)... 596,651
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 768,560 768,560 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 74,081 29,632 0 44,449
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 2,050 0 0 2,050
c Other professional fees (attach schedule).... Click to see attachment 37,527 37,527 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 14,829 7,069 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 860 860 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 129,347 75,088 0 46,499
25 Contributions, gifts, grants paid....... 753,250 753,250
26 Total expenses and disbursements. Add lines 24 and 25 882,597 75,088 0 799,749
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -114,037
b Net investment income (if negative, enter -0-) 693,472
c Adjusted net income (if negative, enter -0-)... 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......... 410,957 1,252,906 1,252,906
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)....... 10,761,603 Click to see attachment9,805,617 15,498,676
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis 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) 11,172,560 11,058,523 16,751,582
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........ 11,172,560 11,058,523
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 11,172,560 11,058,523
30 Total liabilities and net assets/fund balances (see instructions). 11,172,560 11,058,523
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
11,172,560
2
Enter amount from Part I, line 27a .....................
2
-114,037
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
11,058,523
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
11,058,523
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 89 ALLSTATE CORP 020002101 P 2019-09-11 2020-06-26
b 412 ALLSTATE CORP 020002101 P 2019-09-11 2020-07-02
c 350 ARMSTRONG WORLD INDUSTRIES, INC. 04247X102 P 2019-10-30 2020-10-23
d 281 BAXTER INTL XXX-XX-XXXX P 2019-08-19 2020-03-13
e 39 BAXTER INTL XXX-XX-XXXX P 2019-11-06 2020-03-13
28 BOOKING HOLDINGS INC 09857L108 P 2019-09-10 2020-05-13
2,055 CISCO SYSTEMS 17275R102 P 2019-08-19 2020-02-13
461 CISCO SYSTEMS 17275R102 P 2019-08-19 2020-02-24
647 CISCO SYSTEMS 17275R102 P 2019-10-02 2020-02-24
963 COCA COLA CO XXX-XX-XXXX P 2019-03-29 2020-03-19
915 COCA COLA CO XXX-XX-XXXX P 2020-01-13 2020-03-13
51 HONEYWELL INTL INC XXX-XX-XXXX P 2019-09-11 2020-05-13
705 IHS MARKIT G47567105 P 2020-11-23 2020-12-28
94 JP MORGAN CHASE & CO 46625H100 P 2019-09-10 2020-05-13
76 LULULEMON ATHLETICA INC XXX-XX-XXXX P 2019-11-25 2020-07-14
97 LULULEMON ATHLETICA INC XXX-XX-XXXX P 2019-11-25 2020-09-25
265 MOTOROLA SOLUTIONS INC XXX-XX-XXXX P 2019-08-19 2020-07-01
163 MOTOROLA SOLUTIONS INC XXX-XX-XXXX P 2019-11-06 2020-07-01
68 MSCI INC CL A 55354G100 P 2019-09-11 2020-08-07
360 PEPSICO INC XXX-XX-XXXX P 2019-07-05 2020-06-22
65 PEPSICO INC XXX-XX-XXXX P 2019-09-10 2020-06-22
8,892.655 REMS REAL ESTATE VALUE OPPORTUNITY INSTL 98147A394 P 2020-04-22 2020-11-30
27 SERVICENOW INC 81762P102 P 2020-01-21 2020-08-18
36 ACCENTURE PLC CL A G1151C101 P 2016-04-15 2020-04-03
171 ADIDAS SPD ADR 00687A107 P 2016-08-05 2020-03-03
55 ADIDAS SPD ADR 00687A107 P 2016-08-05 2020-03-23
152 ADIDAS SPD ADR 00687A107 P 2018-03-29 2020-03-23
181 AIA GROUP LTD XXX-XX-XXXX P 2017-01-19 2020-03-26
78 ALIGN TECHNOLOGY INC XXX-XX-XXXX P 2019-03-01 2020-08-26
138 AMADEUS IT GROUP SA ADR 02263T104 P 2018-05-09 2020-04-02
5 AMAZON.COM INC XXX-XX-XXXX P 2017-02-08 2020-06-26
4 AMAZON.COM INC XXX-XX-XXXX P 2019-07-10 2020-08-13
44 APPLE COMPUTER XXX-XX-XXXX P 2017-02-08 2020-06-26
54 APPLE COMPUTER XXX-XX-XXXX P 2018-06-12 2020-06-26
331 ARMSTRONG WORLD INDUSTRIES, INC. 04247X102 P 2018-07-16 2020-11-03
146 ARMSTRONG WORLD INDUSTRIES, INC. 04247X102 P 2018-07-19 2020-11-03
334 ARMSTRONG WORLD INDUSTRIES, INC. 04247X102 P 2018-08-01 2020-11-03
152 ARMSTRONG WORLD INDUSTRIES, INC. 04247X102 P 2018-10-03 2020-11-03
110 ARMSTRONG WORLD INDUSTRIES, INC. 04247X102 P 2018-10-15 2020-11-03
856 ARMSTRONG WORLD INDUSTRIES, INC. 04247X102 P 2019-08-19 2020-10-23
92 ARMSTRONG WORLD INDUSTRIES, INC. 04247X102 P 2019-08-19 2020-11-03
13 ASML HOLDING NV NY N07059210 P 2018-12-03 2020-04-03
347 AUTOMATIC DATA PROCESSING INC XXX-XX-XXXX P 2015-06-18 2020-08-11
200 AUTOMATIC DATA PROCESSING INC XXX-XX-XXXX P 2015-08-19 2020-08-11
153 BECTON DICKINSON & CO XXX-XX-XXXX P 2016-02-26 2020-06-04
46 BECTON DICKINSON & CO XXX-XX-XXXX P 2018-06-12 2020-06-04
125 BEST BUY CO INC XXX-XX-XXXX P 2019-03-25 2020-06-26
26 BOOKING HOLDINGS INC 09857L108 P 2015-06-18 2020-03-20
525 CHUBB LIMITED H1467J104 P 2015-06-19 2020-05-19
656 CISCO SYSTEMS 17275R102 P 2012-10-02 2020-02-12
1,171 CISCO SYSTEMS 17275R102 P 2012-10-02 2020-02-24
226 CISCO SYSTEMS 17275R102 P 2017-07-20 2020-02-12
828 CISCO SYSTEMS 17275R102 P 2017-08-17 2020-02-12
1,931 COCA COLA CO191216100 P 2016-11-18 2020-03-19
549 COCA COLA CO XXX-XX-XXXX P 2017-02-14 2020-03-19
31 COCA COLA CO XXX-XX-XXXX P 2018-05-08 2020-03-13
255 COCA COLA CO XXX-XX-XXXX P 2018-05-08 2020-03-19
1,127 COCA COLA CO XXX-XX-XXXX P 2018-07-31 2020-05-07
818.269 COMPASS GROUP PLC ADR 20449X401 P 2017-07-05 2020-04-14
712.500 COMPASS GROUP PLC ADR 20449X401 P 2017-07-05 2020-04-14
1,594.231 COMPASS GROUP PLC ADR 20449X401 P 2017-07-05 2020-04-14
115 DANAHER CORP XXX-XX-XXXX P 2018-05-17 2020-05-14
96 DANAHER CORP XXX-XX-XXXX P 2018-06-12 2020-05-14
97 DOLLAR GENERAL CORP XXX-XX-XXXX P 2016-07-27 2020-01-07
71 DOLLAR GENERAL CORP XXX-XX-XXXX P 2018-02-06 2020-01-07
124 DSV A/S ADR 26251A108 P 2016-08-19 2020-03-26
371 DSV A/S ADR 26251A108 P 2016-08-19 2020-12-11
246 ESSILOR INTL ADR XXX-XX-XXXX P 2016-06-10 2020-04-08
189 ESSILOR INTL ADR XXX-XX-XXXX P 2016-06-13 2020-04-08
228 ESSILOR INTL ADR XXX-XX-XXXX P 2016-06-13 2020-11-19
452 ESSILOR INTL ADR XXX-XX-XXXX P 2018-11-15 2020-11-19
330 EXPERIAN PLC ADR 30215C101 P 2015-06-19 2020-03-26
497 FISERV INC XXX-XX-XXXX P 2018-05-18 2020-05-13
283 FISERV INC XXX-XX-XXXX P 2018-06-12 2020-05-13
989 GEBERIT AG ADR 36840V109 P 2019-01-07 2020-04-29
83 HDFC BANK LTD 40415F101 P 2015-09-16 2020-03-26
199 HONEYWELL INTL INC XXX-XX-XXXX P 2016-02-26 2020-05-13
141 HONEYWELL INTL INC XXX-XX-XXXX P 2018-06-12 2020-05-13
1,606 HOST HOTELS & RESORTS INC.44107P104 P 2018-05-17 2020-05-13
841 HOST HOTELS & RESORTS INC. 44107P104 P 2018-06-12 2020-05-13
137 INTERCONTINENTAL EXCHANGE GROUP INC 45866F104 P 2016-02-26 2020-06-26
101 INTERCONTINENTAL EXCHANGE GROUP INC 45866F104 P 2018-06-12 2020-06-26
2,439 ISHARES CORE MSCI TOTAL INTERNATIONAL ETF 46432F8634 P 2019-03-14 2020-06-26
17,617 ISHARES GOLD TRUST ETF XXX-XX-XXXX P 2018-06-13 2020-04-21
1,576 ISHARES GOLD TRUST ETF XXX-XX-XXXX P 2018-06-13 2020-06-26
390 JP MORGAN CHASE & CO 46625H100 P 2016-08-24 2020-05-13
56 JP MORGAN CHASE & CO 46625H100 P 2018-06-13 2020-05-13
1,854 KRANESHARES MSCI CHINA A ETF XXX-XX-XXXX P 2019-03-14 2020-06-26
113 MICROSOFT CORP XXX-XX-XXXX P 2016-04-21 2020-06-26
121 MICROSOFT CORP XXX-XX-XXXX P 2018-01-17 2020-09-29
231 MICROSOFT CORP XXX-XX-XXXX P 2018-06-05 2020-09-29
32 MICROSOFT CORP XXX-XX-XXXX P 2018-06-13 2020-06-26
167 MOTOROLA SOLUTIONS INC XXX-XX-XXXX P 2016-08-24 2020-02-07
72 MOTOROLA SOLUTIONS INC XXX-XX-XXXX P 2016-08-24 2020-07-01
250 MOTOROLA SOLUTIONS INC XXX-XX-XXXX P 2016-09-29 2020-07-01
26 NESTLE SA ADR XXX-XX-XXXX P 2015-06-18 2020-01-14
628 NESTLE SA ADR XXX-XX-XXXX P 2015-06-18 2020-03-16
203 NESTLE SA ADR XXX-XX-XXXX P 2015-08-20 2020-01-14
319 NIKE INC CL B XXX-XX-XXXX P 2015-06-18 2020-01-07
267 NIKE INC CL B XXX-XX-XXXX P 2015-06-18 2020-06-11
56 O'REILLY AUTOMOTIVE INC 67103H107 P 2015-06-18 2020-01-21
118 O'REILLY AUTOMOTIVE INC 67103H107 P 2015-06-18 2020-03-25
69 O'REILLY AUTOMOTIVE INC 67103H107 P 2017-07-07 2020-03-25
145 PAYPAL HOLDINGS INC 70450Y103 P 2019-02-27 2020-08-18
595 PUBLIC SERVICE ENTERPRISE GRP XXX-XX-XXXX P 2018-05-21 2020-06-25
334 PUBLIC SERVICE ENTERPRISE GRP XXX-XX-XXXX P 2018-06-13 2020-06-25
9,829.174 REMS REAL ESTATE VALUE OPPORTUNITY INSTL 98147A394 P 2019-03-14 2020-06-26
44,636.132 REMS REAL ESTATE VALUE OPPORTUNITY INSTL 98147A394 P 2019-03-14 2020-11-30
104 SHOPIFY INC CLASS A 82509L107 P 2018-05-03 2020-02-18
34 SHOPIFY INC CLASS A 82509L107 P 2018-05-03 2020-07-09
26 SHOPIFY INC CLASS A 82509L107 P 2018-05-03 2020-07-22
29 SHOPIFY INC CLASS A 82509L107 P 2018-05-03 2020-09-23
204 SKYWORKS SOLUTIONS INC 83088M102 P 2016-05-16 2020-01-22
6 SKYWORKS SOLUTIONS INC 83088M102 P 2018-08-17 2020-01-22
294 SKYWORKS SOLUTIONS INC 83088M102 P 2018-11-09 2020-01-22
494 TENCENT HOLDINGS LTD ADR 88032Q109 P 2015-06-19 2020-11-23
310 TRAVELERS COS INC 89417E109 P 2018-12-13 2020-05-14
620 VANECK VECTORS AGRIBUSINESS ETF 92189F700 P 2017-02-08 2020-02-20
79 VANECK VECTORS AGRIBUSINESS ETF 92189F700 P 2018-06-13 2020-02-20
449 VANGUARD S&P 500 ETF XXX-XX-XXXX P 2019-03-14 2020-04-21
346 VANGUARD S&P 500 ETF XXX-XX-XXXX P 2019-03-14 2020-06-26
757 VERIZON COMMUNICATIONS CORP 92343V104 P 2018-09-27 2020-06-04
278 VISA INC CL A 92826C839 P 2015-06-18 2020-03-17
134 VISA INC CL A 92826C839 P 2016-04-21 2020-06-26
14 VISA INC CL A 92826C839 P 2018-06-13 2020-06-26
22 VULCAN MATERIALS COMPANY XXX-XX-XXXX P 2018-05-08 2020-10-23
113 VULCAN MATERIALS COMPANY XXX-XX-XXXX P 2018-05-08 2020-12-14
156 VULCAN MATERIALS COMPANY XXX-XX-XXXX P 2018-05-18 2020-10-23
99 VULCAN MATERIALS COMPANY XXX-XX-XXXX P 2018-07-12 2020-12-14
17 VULCAN MATERIALS COMPANY XXX-XX-XXXX P 2018-07-17 2020-12-14
381 VULCAN MATERIALS COMPANY XXX-XX-XXXX P 2019-08-19 2020-10-23
1,039 WAL-MART DE MEXICO SPD ADR 93114W107 P 2015-06-19 2020-10-15
747 WAL-MART DE MEXICO SPD ADR 93114W107 P 2017-02-23 2020-10-15
349 WALT DISNEY CO XXX-XX-XXXX P 2018-09-27 2020-06-25
149 ZOETIS INC 98978V103 P 2018-02-02 2020-03-17
ROUNDING DIFFERENCE P 2019-01-01 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 8,494   9,422 -928
b 39,247   43,616 -4,369
c 23,216   32,125 -8,909
d 21,699   24,649 -2,950
e 3,012   3,049 -37
37,835   55,527 -17,692
96,283   98,094 -1,811
20,599   22,006 -1,407
28,910   30,129 -1,219
39,805   45,018 -5,213
44,161   51,433 -7,272
6,288   8,730 -2,442
61,157   66,015 -4,858
7,906   10,969 -3,063
23,132   16,956 6,176
30,524   21,642 8,882
36,441   46,436 -9,995
22,415   25,597 -3,182
25,021   15,344 9,677
47,237   47,937 -700
8,529   8,794 -265
108,935   78,700 30,235
11,826   8,457 3,369
5,394   4,135 1,259
23,683   13,990 9,693
5,316   4,500 816
14,692   18,538 -3,846
6,458   4,457 2,001
23,450   20,263 3,187
6,010   10,403 -4,393
13,794   4,099 9,695
12,843   8,072 4,771
15,882   5,797 10,085
19,492   10,351 9,141
20,266   22,516 -2,250
8,939   10,253 -1,314
20,450   23,344 -2,894
9,307   10,622 -1,315
6,735   6,966 -231
56,779   82,918 -26,139
5,633   8,912 -3,279
3,170   2,310 860
47,614   29,335 18,279
27,443   16,904 10,539
37,387   22,918 14,469
11,240   10,747 493
10,802   8,896 1,906
31,702   30,432 1,270
53,907   55,729 -1,822
32,623   12,343 20,280
52,324   22,033 30,291
11,239   7,240 3,999
41,177   25,695 15,482
79,816   79,539 277
22,692   22,191 501
1,496   1,302 194
10,540   10,710 -170
50,703   52,434 -1,731
12,691   13,473 -782
11,051   13,766 -2,715
24,726   29,396 -4,670
18,480   11,578 6,902
15,427   9,910 5,517
14,793   9,232 5,561
10,828   6,859 3,969
5,367   3,204 2,163
29,483   9,587 19,896
14,118   16,088 -1,970
10,847   12,131 -1,284
15,463   14,634 829
30,654   30,493 161
9,702   6,262 3,440
48,937   36,256 12,681
27,865   21,434 6,431
42,338   39,005 3,333
3,401   2,415 986
24,537   19,847 4,690
17,385   20,826 -3,441
14,995   32,634 -17,639
7,853   18,149 -10,296
12,627   6,582 6,045
9,309   7,608 1,701
133,045   140,846 -7,801
281,161   220,213 60,948
26,287   19,700 6,587
32,802   25,790 7,012
4,710   6,156 -1,446
61,867   56,584 5,283
22,208   6,298 15,910
25,048   10,770 14,278
47,820   23,620 24,200
6,289   3,249 3,040
30,672   12,888 17,784
9,901   5,556 4,345
34,379   19,252 15,127
2,771   1,952 819
58,611   47,157 11,454
21,638   15,458 6,180
32,517   16,977 15,540
25,701   14,210 11,491
24,640   12,842 11,798
33,390   27,059 6,331
19,524   12,009 7,515
28,277   14,078 14,199
28,015   29,591 -1,576
15,726   17,415 -1,689
101,634   120,407 -18,773
546,793   546,793 0
55,698   14,035 41,663
35,377   4,588 30,789
24,782   3,509 21,273
26,666   3,913 22,753
25,496   12,712 12,784
750   551 199
36,745   22,548 14,197
36,877   9,855 27,022
27,958   37,525 -9,567
40,894   33,579 7,315
5,211   5,106 105
113,168   116,190 -3,022
97,252   89,536 7,716
43,091   40,573 2,518
43,982   19,257 24,725
25,807   10,825 14,982
2,696   1,895 801
3,183   2,799 384
15,377   14,375 1,002
22,572   20,174 2,398
13,472   12,586 886
2,313   2,093 220
55,128   54,148 980
24,561   26,593 -2,032
17,659   15,507 2,152
38,252   40,646 -2,394
16,241   11,629 4,612
    5 -5
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       -928
b       -4,369
c       -8,909
d       -2,950
e       -37
      -17,692
      -1,811
      -1,407
      -1,219
      -5,213
      -7,272
      -2,442
      -4,858
      -3,063
      6,176
      8,882
      -9,995
      -3,182
      9,677
      -700
      -265
      30,235
      3,369
      1,259
      9,693
      816
      -3,846
      2,001
      3,187
      -4,393
      9,695
      4,771
      10,085
      9,141
      -2,250
      -1,314
      -2,894
      -1,315
      -231
      -26,139
      -3,279
      860
      18,279
      10,539
      14,469
      493
      1,906
      1,270
      -1,822
      20,280
      30,291
      3,999
      15,482
      277
      501
      194
      -170
      -1,731
      -782
      -2,715
      -4,670
      6,902
      5,517
      5,561
      3,969
      2,163
      19,896
      -1,970
      -1,284
      829
      161
      3,440
      12,681
      6,431
      3,333
      986
      4,690
      -3,441
      -17,639
      -10,296
      6,045
      1,701
      -7,801
      60,948
      6,587
      7,012
      -1,446
      5,283
      15,910
      14,278
      24,200
      3,040
      17,784
      4,345
      15,127
      819
      11,454
      6,180
      15,540
      11,491
      11,798
      6,331
      7,515
      14,199
      -1,576
      -1,689
      -18,773
      0
      41,663
      30,789
      21,273
      22,753
      12,784
      199
      14,197
      27,022
      -9,567
      7,315
      105
      -3,022
      7,716
      2,518
      24,725
      14,982
      801
      384
      1,002
      2,398
      886
      220
      980
      -2,032
      2,152
      -2,394
      4,612
      -5
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 2 596,651
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 -17,973
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 9,639
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 9,639
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 9,639
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 7,760
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 7,760
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 1,879
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 ofbulletEQUITABLE TRUST COMPANY CO-TTEE Telephone no.bullet (615) 460-9240

    Located atbullet4400 HARDING ROAD STE 310NASHVILLETN ZIP+4bullet372055215
    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
    EQUITABLE TRUST COMPANY CO-TRUSTEE
    10.00     		74,081 0 0
    4400 HARDING ROAD SUITE 310
    NASHVILLE,TN37205
    OVERTON T SMITH TRUSTEE
    5.00     		0 0 0
    409 PRESTWICK COURT
    NASHVILLE,TN37205
    MARGARET S WARNER TRUSTEE
    5.00     		0 0 0
    4428 SHEPPARD PLACE
    NASHVILLE,TN37205
    RUSSELL O STEWART TRUSTEE
    5.00     		0 0 0
    10 SANDY LAKE ROAD
    CHERRY HILLS VILLAGE,CO80113
    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
    13,983,453
    b
    Average of monthly cash balances.......................
    1b
    579,633
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    14,563,086
    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
    14,563,086
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    218,446
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    14,344,640
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    717,232
    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
    717,232
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    9,639
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,639
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    707,593
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    707,593
    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
    707,593
    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
    799,749
    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
    799,749
    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
    799,749
    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 7 707,593
    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......  
    b From 2016...... 25,241
    c From 2017......  
    d From 2018...... 25,397
    e From 2019...... 28,316
    fTotal of lines 3a through e........ 78,954
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 799,749
    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..... 707,593
    e Remaining amount distributed out of corpus 92,156
    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 5 171,110
    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) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		171,110
    10 Analysis of line 9:
    a Excess from 2016.... 25,241
    b Excess from 2017....  
    c Excess from 2018.... 25,397
    d Excess from 2019.... 28,316
    e Excess from 2020.... 92,156
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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
    BATTLE GROUND ACADEMY
    336 ERNEST RICE LANE
    FRANKLIN,TN37069     		NONE PUB. CHARITY DONATION 5,000
    BELMONT MANSION
    1900 BELMONT BOULEVARD
    NASHVILLE,TN37212     		NONE PUB. CHARITY DONATION 2,175
    BLUE GRASS COMMUNITY FOUNDATION
    499 EAST HIGH STREET
    LEXINGTON,KY40507     		NONE PUB. CHARITY DONATION 500
    BLUEGRASS CONSERVANCY
    380 SOUTH MILL STREET
    LEXINGTON,KY40508     		NONE PUB. CHARITY DONATION 500
    BOY SCOUTS OF AMERICA
    3414 HILLSBORO PIKE
    NASHVILLE,TN37215     		NONE PUB. CHARITY DONATION 5,000
    CAMP HORSIN' AROUND
    PO BOX 22276
    LEXINGTON,KY40522     		NONE PUB. CHARITY DONATION 5,000
    CAPITOL HILL COMMUNITY SERVICES
    777 EAST GIRARD AVE 250
    ENGLEWOOD,CO80113     		NONE PUB. CHARITY DONATION 2,500
    CASHIER'S COMMUNITY FUND
    PO BOX 101
    CASHIERS,NC28717     		NONE PUB. CHARITY DONATION 1,000
    CASHIERS HISTORICAL SOCIETY
    1940 HIGHWAY 107 SOUTH
    CASHIERS,NC28717     		NONE PUB. CHARITY DONATION 1,000
    CHEEKWOOD
    1200 FORREST PARK DRIVE
    NASHVILLE,TN37205     		NONE PUB. CHARITY DONATION 13,500
    CHERRY HILLS LAND PRESERVE
    PO BOX 522
    ENGLEWOOD,CO80151     		NONE PUB. CHARITY DONATION 2,000
    CHRIST CHURCH CATHEDRAL
    900 BROADWAY
    NASHVILLE,TN37203     		NONE PUB. CHARITY DONATION 20,000
    CHURCH OF THE GOOD SHEPHERD
    1420 WILSON PIKE
    BRENTWOOD,TN37027     		NONE PUB. CHARITY DONATION 4,750
    CUMBERLAND RIVER COMPACT
    2 VICTORY AVENUE SUITE 500
    NASHVILLE,TN37213     		NONE PUB. CHARITY DONATION 15,000
    EMORY UNIVERSITY
    1762 CLIFTON ROAS SUITE 1400
    ATLANTA,GA30322     		NONE PUB. CHARITY DONATION 1,000
    ENSWORTH SCHOOL
    211 ENSWORTH PLACE
    NASHVILLE,TN37205     		NONE PUB. CHARITY DONATION 500
    EPISCOPAL HIGH SCHOOL
    1200 NORTH QUAKER LANE
    ALEXANDRIA,VA22302     		NONE PUB. CHARITY DONATION 1,000
    FIFTY FORWARD
    174 RAINS AVENUE
    NASHVILLE,TN37203     		NONE PUB. CHARITY DONATION 5,000
    FRANK AND CALLA BELL SCHOLARSHIP FOUNDATION
    PO BOX 1192
    FLAT ROCK,NC28731     		NONE PUB. CHARITY DONATION 500
    FRIENDS OF RADNOR LAKE
    2606 EUGENIA AVENUE
    NASHVILLE,TN37211     		NONE PUB. CHARITY DONATION 1,000
    FRIENDS OF WARNER PARKS
    50 VAUGHN ROAD
    NASHVILLE,TN37221     		NONE PUB. CHARITY DONATION 2,000
    FRIST CENTER FOR VISUAL A
    919 BROADWAY
    NASHVILLE,TN37203     		NONE PUB. CHARITY DONATION 2,000
    HARPETH HALL SCHOOL
    3801 HOBBS ROAD
    NASHVILLE,TN37215     		NONE PUB. CHARITY DONATION 126,000
    HIGH LINE CANAL CONSERVANCY
    915 S PEARL ST
    DENVER,CO80209     		NONE PUB. CHARITY DONATION 5,000
    KENTUCKY CHILDREN'S HOSPI
    800 ROSE STREET MN150
    LEXINGTON,KY40536     		NONE PUB. CHARITY DONATION 1,000
    KENTUCKY EDUCATIONAL TELE
    600 COOPER DRIVE
    LEXINGTON,KY40502     		NONE PUB. CHARITY DONATION 1,500
    KIPS BAY BOYS AND GIRLS C
    1930 RANDALL AVENUE
    BRONX,NY10473     		NONE PUB. CHARITY DONATION 5,000
    LEXARTS INC
    161 NORTH MILL STREET
    LEXINGTON,KY40507     		NONE PUB. CHARITY DONATION 5,000
    LEXINGTON CLINIC
    1221 SOUTH BROADWAY
    LEXINGTON,KY40504     		NONE PUB. CHARITY DONATION 2,500
    MCNEILLY CENTER FOR CHILD
    400 MERIDIAN STREET
    NASHVILLE,TN37207     		NONE PUB. CHARITY DONATION 5,000
    MEHARRY MEDICAL COLLEGE
    1005 DR DB TODD JR BLVD
    NASHVILLE,TN372083599     		NONE PUB. CHARITY CONTRIBUTION 2,000
    METRO CARING
    1100 E 18TH AVENUE
    DENVER,CO80203     		NONE PUB. CHARITY DONATION 2,500
    NASHVILLE PUBLIC LIBRARY
    615 CHURCH STREET
    NASHVILLE,TN37219     		NONE PUB. CHARITY DONATION 5,000
    NASHVILLE PUBLIC RADIO
    PO BOX 305172
    NASHVILLE,TN37230     		NONE PUB. CHARITY DONATION 1,000
    NASHVILLE PUBLIC TELEVISION
    161 RAINS AVENUE
    NASHVILLE,TN37203     		NONE PUB. CHARITY DONATION 5,000
    NEW YORK BOTANICAL GARDEN
    BRONX RIVER PKWY AT FORDH
    BRONX,NY10458     		NONE PUB. CHARITY DONATION 1,500
    NEW YORK UNIVERSITY SCHOOL OF LAW
    40 WASHINGTON SQUARE S
    NEW YORK,NY10012     		NONE PUB. CHARITY DONATION 1,000
    RONALD MCDONALD HOUSE CHARITIES
    2144 FAIRFAX AVENUE
    NASHVILLE,TN37212     		NONE PUB. CHARITY DONATION 5,000
    SCARSDALE FORUM INC
    PO BOX 86
    SCARSDALE,NY10583     		NONE PUB. CHARITY DONATION 500
    SCARSDALE FOUNDATION
    PO BOX 542
    SCARSDALE,NY10583     		NONE PUB. CHARITY DONATION 500
    SCARSDALE PUBLIC LIBRARY
    54 OLMSTEAD ROAD
    SCARSDALE,NY10583     		NONE PUB. CHARITY DONATION 1,000
    SCARSDALE VOLUNTEER AMBULANCE CORPS INC
    5 WEAVER ST
    SCARSDALE,NY10583     		NONE PUB. CHARITY DONATION 500
    SECOND HARVEST
    331 GREAT CIRCLE ROAD
    NASHVILLE,TN37228     		NONE PUB. CHARITY DONATION 200,000
    SILOAM FAMILY HEALTH CENTER
    820 GALE LANE
    NASHVILLE,TN37204     		NONE PUB. CHARITY DONATION 100,000
    ST GABRIEL'S EPISCOPAL CHURCH
    6190 EAST QUINCY AVENUE
    CHERRY HILL VILLAGE,CO80111     		NONE PUB. CHARITY DONATION 1,000
    ST JAMES THE LESS SCARSDALE
    10 CHURCH LANE SOUTH
    SCARSDALE,NY10583     		NONE PUB. CHARITY DONATION 3,500
    ST JOHN'S EPISCOPAL CATHEDRAL
    413 CUMBERLAND AVENUE
    KNOXVILLE,TN37902     		NONE PUB. CHARITY DONATION 7,000
    ST LUKE'S COMMUNITY HOUSE
    5601 NEW YORK AVENUE
    NASHVILLE,TN37209     		NONE PUB. CHARITY DONATION 10,000
    STEP BY STEP
    PO BOX 593
    LEXINGTON,KY40588     		NONE PUB. CHARITY DONATION 1,000
    STUDIO TENN THEATRE COMPANY
    230 FRANKLIN ROAD SUITE 809
    FRANKLIN,TN37064     		NONE PUB. CHARITY DONATION 2,825
    SWEET BRIAR COLLEGE
    134 CHAPEL ROAD
    SWEET BRIAR,VA24595     		NONE PUB. CHARITY DONATION 5,000
    THE CONVERVANCY FOR THE PARTHENON
    PO BOX 196340
    NASHVILLE,TN37219     		NONE PUB. CHARITY DONATION 2,000
    THE HERITAGE FOUNDATION OF WILLIAMSON COUNTY
    PO BOX 723
    FRANKLIN,TN37065     		NONE PUB. CHARITY DONATION 10,000
    THE HERMITAGE
    4580 RACHELS LANE
    NASHVILLE,TN37076     		NONE PUB. CHARITY DONATION 25,000
    THE LAND TRUST FOR TENNESSEE
    PO BOX 23473
    NASHVILLE,TN37202     		NONE PUB. CHARITY DONATION 55,000
    THE LEXINGTON SCHOOL
    1050 LANE ALLEN ROAD
    LEXINGTON,KY40504     		NONE PUB. CHARITY DONATION 2,000
    THE SALVATION ARMY
    140 N 1ST STREET
    NASHVILLE,TN37213     		NONE PUB. CHARITY DONATION 10,000
    TRAVELERS REST
    636 FARRELL PKWY
    NASHVILLE,TN37220     		NONE PUB. CHARITY DONATION 10,000
    UNITED WAY OF WESTCHESTER
    336 CENTRAL PARK AVE
    WHITE PLAINS,NY10606     		NONE PUB. CHARITY DONATION 10,000
    UNIVERSITY OF MICHIGAN LAW SCHOOL
    701 SOUTH STATE STREET 4TH FLOOR
    ANN ARBOR,MI481093091     		NONE PUB. CHARITY CONTRIBUTION 500
    VANDERBILT COLLEGE OF ART
    301 KIRKLAND HALL
    NASHVILLE,TN37240     		NONE PUB. CHARITY DONATION 2,000
    VANDERBILT INGRAM CANCER
    691 PRESTON BUILDING
    NASHVILLE,TN37232     		NONE PUB. CHARITY DONATION 5,000
    VANDERBILT LAW SCHOOL
    131 21ST AVENUE SOUTH
    NASHVILLE,TN37203     		NONE PUB. CHARITY DONATION 2,000
    VANDERBILT UNIVERSITY SCHOOL OF MEDICINE
    2201 WEST END AVENUE
    NASHVILLE,TN37240     		NONE PUB. CHARITY DONATION 3,000
    VIRGINIA EPISCOPAL SCHOOL
    400 V EAST SOUTH ROAD
    LYNCHBURG,VA24503     		NONE PUB. CHARITY DONATION 5,000
    WASHINGTON & LEE UNIVERSITY
    204 W WASHINGTON STREET
    LEXINGTON,VA24450     		NONE PUB. CHARITY DONATION 500
    WESTCHESTER LAND TRUST
    403 HARRIS ROAD
    BEDFORD HILLS,NY10507     		NONE PUB. CHARITY DONATION 1,000
    YWCA OF MIDDLE TENNESSEE
    1000 CHURCH STREET
    NASHVILLE,TN37203     		NONE PUB. CHARITY DONATION 5,000
    MAKE-A-WISH
    710 EAST MAIN ST
    LEXINGTON,KY40502     		NONE PUB. CHARITY DONATION 500
    GOD'S PANTRY
    1685 JAGGIE FOX WAY
    LEXINGTON,KY40511     		NONE PUB. CHARITY DONATION 7,000
    Total .................................bullet 3a 753,250
    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 ...........     		    14 2,682  
    4 Dividends and interest from securities....     14 169,227  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 596,651  
    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).. 0 768,560 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    768,560
    (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:
    HENRY LAIRD SMITH FOUNDATION
    EIN:
    62-6271796
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    2019 TAX PREP FEE 2,050 0 0 2,050

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    HENRY LAIRD SMITH FOUNDATION
    EIN:
    62-6271796
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1716 ABBOTT LABORATORIES 137,982 187,885
    528 ADOBE SYSTEMS 42,513 264,063
    219 ALIGN TECHNOLOGY INC 16,669 117,029
    319 ALPHABET INC CL A 306,278 559,092
    153 ALPHABET INC CL C 94,457 268,038
    16 AMAZON.COM INC 14,316 52,111
    2093 ANALOG DEVICES INC 206,182 309,199
    193 ANSYS INC 49,316 70,213
    944 APPLE COMPUTER 31,095 125,259
    581 AUTODESK INC 106,634 177,403
    2475 BAXTER INTL 174,807 198,594
    602 BEST BUY CO INC 42,844 60,074
    780 CROWN CASTLE INTL CORP 125,672 124,168
    294 DANAHER CORP 31,911 65,309
    603 DAVITA INC 51,002 70,792
    553 DOLLAR GENERAL CORP 43,603 116,296
    399 ELECTRONIC ARTS INC 46,167 57,296
    1317 FACEBOOK INC 181,866 359,752
    2706 FISERV INC 240,804 308,105
    577 GARTNER GROUP CL A 55,933 92,430
    245 GOLDMAN SACHS GROUP INC 52,734 64,609
    229 ILLUMINA INC 78,780 84,730
    1075 INTEL CORP 39,464 53,557
    2973 INTERCONTINENTAL EXCHANGE GROUP INC 257,749 342,757
    100 INTUITIVE SURGICAL INC 74,177 81,810
    403 KIMBERLY CLARK CORP 55,802 54,336
    1856 KROGER CO 58,745 58,947
    523 MASTERCARD INC CL A 81,698 186,680
    1807 MICROSOFT CORP 130,624 401,913
    1241 MORGAN STANLEY 59,252 85,046
    172 MSCI INC CL A 38,810 76,803
    635 NIKE INC CL B 31,386 89,833
    703 PAYPAL HOLDINGS INC 59,556 164,643
    727 PUBLIC STORAGE INC 144,645 167,886
    186 REGENERON PHARMACEUTICALS INC 86,255 89,858
    161 ROPER TECHNOLOGIES INC 42,431 69,405
    665 SALESFORCE INC 109,940 147,982
    313 SERVICENOW INC 84,524 172,285
    1896 SKYWORKS SOLUTIONS INC 165,281 289,860
    4721 SOTERA HEALTH COMPANY 129,066 129,544
    1253 STARBUCKS CORP 76,247 134,046
    722 TARGET 57,589 127,455
    216 THERMO FISHER SCIENTIFIC INC 46,027 100,608
    322 UNITEDHEALTH GROUP INC 103,819 112,919
    376 VERISK ANALYTICS INC 57,678 78,054
    1105 VISA INC CL A 63,857 241,697
    489 VULCAN MATERIALS COMPANY 57,955 72,524
    1043 ZOETIS INC 78,099 172,617
    2815 VANGUARD S&P 500 ETF 728,454 967,487
    10310 ISHARES S&P SMALL-CAP 600 ETF 744,429 947,489
    1123 ACCENTURE PLC CL A 117,631 293,339
    1622 ADYEN NV ADR 64,838 75,614
    3106 AIA GROUP LTD 96,750 152,219
    1329 ALCON INC 78,527 87,687
    1163 AMADEUS IT GROUP SA ADR 87,078 84,754
    270 AON PLC CL A 55,495 57,043
    301 ASML HOLDING NV NY 54,195 146,804
    1740 ATLAS COPCO AB ADR A 64,447 89,219
    394 CANADIAN PACIFIC RAILWAY LTD 62,230 136,596
    1312 CSL LIMITED 45,599 143,347
    1346 DSV A/S ADR 34,782 112,840
    3096 EXPERIAN PLC ADR 58,794 117,524
    295 FERRARI NV 45,885 67,708
    1788 HDFC BANK LTD 73,740 129,201
    255 ICON PLC ADR 17,688 49,720
    1397 LONZA GROUP AG ADR 86,857 89,893
    278 LULULEMON ATHLETICA INC 59,869 96,752
    1080 LVMH MOET HENNESSY LOUIS VUITTON SA 39,380 135,025
    4277 MEDTRONIC PLC 386,191 501,008
    114 MERCADOLIBRE INC ADR 67,377 190,975
    74 METTLER-TOLEDO INTL INC 43,843 84,336
    810 NESTLE SA ADR 60,815 95,538
    1738 PERNOD RICARD SA ADR 57,048 66,688
    561 RESMED INC 61,352 119,246
    1277 ROCHE HLDG LTD ADR 55,830 55,800
    82 SHOPIFY INC CLASS A 11,066 92,820
    2990 SIKA AG ADR 56,774 81,790
    1808 SMITH NEPHEW PLC 83,940 76,243
    424 STERIS PLC 51,541 80,365
    1791 TAIWAN SEMICONDUCTOR MFG CO LTD ADR 42,035 195,291
    1260 TENCENT HOLDINGS LTD ADR 33,109 91,650
    21215 ISHARES CORE MSCI TOTAL INTERNATIONAL ETF 1,225,113 1,425,436
    6770 KRANESHARES MSCI CHINA A ETF 206,620 310,675
    33924 ISHARES GOLD TRUST ETF 424,050 615,042
    ROUNDING ADJUSTMENT 4 0

    TY 2020 OtherExpensesSchedule
    Name:
    HENRY LAIRD SMITH FOUNDATION
    EIN:
    62-6271796
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS 860 860 0 0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    HENRY LAIRD SMITH FOUNDATION
    EIN:
    62-6271796
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FIDUCIARY FEES 0 0 0 0
    INVESTMENT FEES 37,527 37,527 0 0


    TY 2020 TaxesSchedule
    Name:
    HENRY LAIRD SMITH FOUNDATION
    EIN:
    62-6271796
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 7,069 7,069 0 0
    2020 990-PF ESTIMATES 7,760 0 0 0