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

23-7017790
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$49,964,357J 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 178,083 178,083  
4 Dividends and interest from securities... 513,695 513,695  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 562,743
b Gross sales price for all assets on line 6a 7,367,025
7 Capital gain net income (from Part IV, line 2)... 1,029,609
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 207,371 158,357  
12 Total. Add lines 1 through 11........ 1,461,892 1,879,744  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 227,243 0   205,082
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 27,948 0   23,897
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 22,179 0   0
c Other professional fees (attach schedule).... Click to see attachment 18,549 0   10,783
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 64,401 38,179   14,614
19 Depreciation (attach schedule) and depletion... 120 0  
20 Occupancy.............. 12,920 0   10,982
21 Travel, conferences, and meetings....... 9,896 0   8,412
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 630,376 598,398   25,335
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,013,632 636,577   299,105
25 Contributions, gifts, grants paid....... 2,030,830 2,030,830
26 Total expenses and disbursements. Add lines 24 and 25 3,044,462 636,577   2,329,935
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,582,570
b Net investment income (if negative, enter -0-) 1,243,167
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 893,810 1,371,719 1,371,719
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,824,944 Click to see attachment5,225,733 8,996,544
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).......... 37,545,397 Click to see attachment33,730,977 39,595,134
14 Land, buildings, and equipment: basis bullet7,869
Less: accumulated depreciation (attach schedule) bullet6,909 0 960 960
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 42,264,151 40,329,389 49,964,357
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........ 42,264,151 40,329,389
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)..... 42,264,151 40,329,389
30 Total liabilities and net assets/fund balances (see instructions). 42,264,151 40,329,389
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
42,264,151
2
Enter amount from Part I, line 27a .....................
2
-1,582,570
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
40,681,581
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
352,192
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
40,329,389
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 K-1: INTERNATIONAL EQUITY COMMON TRUST FUND P   2020-12-31
b K-1: INTERNATIONAL EQUITY COMMON TRUST FUND P   2020-12-31
c K-1: DTC PRIVATE EQUITY IV, LP P   2020-12-31
d K-1: DTC PRIVATE EQUITY IV, LP P   2020-12-31
e K-1: DTC PRIVATE EQUITY V, LP P   2020-12-31
K-1: DTC PRIVATE EQUITY V, LP P   2020-12-31
K-1: METROPOLITAN REAL ESTATE PARTNERS GLOBAL V, LP P   2020-12-31
K-1: METROPOLITAN REAL ESTATE PARTNERS GLOBAL V, LP P   2020-12-31
K-1: METROPOLITAN REAL ESTATE PARTNERS SECONDARY FUND, LP P   2020-12-31
K-1: DTC SHORT DURATION FIXED INCOME COMMON TRUST FUND P   2020-12-31
K-1: DTC SHORT DURATION FIXED INCOME COMMON TRUST FUND P   2020-12-31
K-1: CORE FIXED INCOME COMMON TRUST FUND P   2020-12-31
K-1: CORE FIXED INCOME COMMON TRUST FUND P   2020-12-31
K-1: DTC PRIVATE EQUITY VI-Q, LP P   2020-12-31
K-1: DTC PRIVATE EQUITY VI-Q, LP P   2020-12-31
K-1: AEW PARTNERS FUND VIII FEEDER LP P   2020-12-31
DIVERSIFIED TRUST COMPANY 1016 ST COVERED P   2020-12-31
DIVERSIFIED TRUST COMPANY 1016 LT COVERED P   2020-12-31
10472.897 SHS DTC CORE FIXED INCOME CTF P 2019-11-29 2020-03-31
47856.645 SHS DTC INTERNATIONAL EQUITY CTF P   2020-04-30
34113.764 SHS DTC SHORT DURATION FIXED INCOME CTF P 2019-08-30 2020-05-29
59179.985 SHS DTC CORE FIXED INCOME CTF P   2020-03-31
27893.649 SHS DTC INTERNATIONAL EQUITY CTF P   2020-04-30
9576.557 SHS DTC INTERNATIONAL EQUITY CTF P 2017-08-31 2020-06-30
47899.791 SHS DTC SHORT DURATION FIXED INCOME CTF P 2014-04-30 2020-05-29
52310.095 SHS DTC SHORT DURATION FIXED INCOME CTF P   2020-06-30
2576.304167 SHS WINSTON GLOBAL P   2020-12-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a     130,003 -130,003
b     123,056 -123,056
c 2,535     2,535
d 212,540     212,540
e 15,886     15,886
395,391     395,391
    577 -577
11,165     11,165
60,190     60,190
5,796     5,796
4,211     4,211
40,825     40,825
12,674     12,674
110,843     110,843
49,193     49,193
4,138     4,138
417,146   380,988 36,158
1,070,983   1,455,743 -384,760
99,988   100,718 -730
1,159,295   1,301,177 -141,882
207,976   208,095 -119
565,012   563,844 1,168
675,705   837,538 -161,833
250,000   286,136 -36,136
292,024   294,637 -2,613
320,500   321,770 -1,270
800,000   333,134 466,866
583,009     583,009
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       -130,003
b       -123,056
c       2,535
d       212,540
e       15,886
      395,391
      -577
      11,165
      60,190
      5,796
      4,211
      40,825
      12,674
      110,843
      49,193
      4,138
      36,158
      -384,760
      -730
      -141,882
      -119
      1,168
      -161,833
      -36,136
      -2,613
      -1,270
      466,866
      583,009
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 1,029,609
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 17,280
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 17,280
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 17,280
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 12,520
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 13,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 25,520
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 62
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 8,178
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet8,178 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 changesClick to see attachment....
3
Yes
 
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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 addressbulletWWW.MADDOXFUND.ORG
    14
    The books are in care ofbulletREV MARY K FRISKICS-WARREN Telephone no.bullet (615) 481-8787

    Located atbullet100 TAYLOR STREET A-20NASHVILLETN ZIP+4bullet37208
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 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
    ANA ESCOBAR VICE CHAIR
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    HAL CATO TRUSTEE
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    SALLIE BAILEY TRUSTEE
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    MOLLIE SEHRING TRUSTEE
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    MARY K FRISKICS-WARREN EXECUTIVE DIRECTOR
    40.00     		147,750 14,775 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    MAC PIRKLE SEC/TREASURER
    2.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    JOSEPH GUTIERREZ PROGRAM OFFICER
    40.00     		79,494 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    JAMIE SOCHOVKA TRUSTEE
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    JACKY AKBARI TRUSTEE
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    HASINA MOHYUDDIN CHAIR
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    DAVID ANDERSON TRUSTEE
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    MELISSA GORDON TRUSTEE
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    JAMAAL SHEATS TRUSTEE
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    CATHY BENDER TRUSTEE
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    TOMMYE MADDOX TRUSTEE
    1.00     		0 0 0
    100 TAYLOR STREET SUITE A-20
    NASHVILLE,TN37208
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (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
    DIVERSIFIED TRUST INVESTMENT ADVISOR 159,382
    TWO AMERICAN CENTER 3100 WEST END
    NASHVILLE,TN372031464
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (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
    45,410,023
    b
    Average of monthly cash balances.......................
    1b
    1,404,424
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    46,814,447
    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
    46,814,447
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    702,217
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    46,112,230
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,305,612
    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
    2,305,612
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    17,280
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    5,072
    c
    Add lines 2a and 2b............................
    2c
    22,352
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,283,260
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,283,260
    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
    2,283,260
    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
    2,329,935
    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
    2,329,935
    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
    2,329,935
    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 2,283,260
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 473,698
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,329,935
    a Applied to 2019, but not more than line 2a 473,698
    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..... 1,856,237
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		427,023
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    DAN AND MARGARET MADDOX CHARITABLE
    100 TAYLOR STREET SUITE A -20
    NASHVILLE,TN37208
    (615) 385-1006
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION IS FILED ONLINE AT WWW.MADDOXCHARITABLEFUND.ORG ONLINE APPLICATION INCLUDES: ORGANIZATION HISTORY, PROGRAM DESCRIPTIONS, OUTCOMES AND BUDGET (ON REQUIRED FORM).
    cAny submission deadlines:
    JANUARY 15 OF EACH YEAR. SEE WEB SITE AT WWW.MADDOXCHARITABLEFUND.ORG FOR MORE DETAILS.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    MIDDLE TENNESSEE COUNTIES IN THE AREAS OF EDUCATION, LOW INCOME YOUTH AND PROGRAMS THAT SUPPORT AND PROTECT WILDLIFE HABITATS. A DETAILED FREQUENTLY ASKED QUESTIONS IS ON THE WEB SITE AT WWW.MADDOXCHARITABLEFUND.ORG DURING THE GRANT SEASON.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    100 BLACK MEN OF MIDDLE TENNESSEE
    P O BOX 140789
    NASHVILLE,TN37214     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 35,000
    ADVENTURE SCIENCE CENTER
    800 FORT NEGLEY
    NASHVILLE,TN37203     		NONE PUBLIC TO SUPPORT DEVELOPMENT OF ABORETUM. 10,000
    AMERICAN BAPTIST COLLEGE
    1800 BAPTIST WORLD CENTER DR
    NASHVILLE,TN37207     		NONE PUBLIC TO SUPPORT THE SOCIAL JUSTICE, EQUITY, ADVOCACY AND LEADERSHIP INITIATIVE 18,500
    AMERICAN MUSLIM ADVISORY COUNCIL
    2195 NOLENSVILLE PK
    NASHVILLE,TN37211     		NONE PUBLIC TO SUPPORT THE YOUTH LEADERSHIP PROGRAM AND MUSLIM YOUTH. 19,500
    BELMONT UNIVERSITY
    1900 BELMONT BOULEVARD
    NASHVILLE,TN37212     		NONE PUBLIC TO SUPPORT BRIDGES TO BELMONT 25,000
    BETHLEHEM CENTERS OF NASHVILLE
    1417 CHARLOTTE AVENUE
    NASHVILLE,TN37203     		NONE PUBLIC TO SUPPORT THE STARS AFTERSCHOOL PROGRAM AND TO PROVIDE ADDITIONAL COVID SUPPORT TO ADAPT PROGRAM. 12,400
    BIG BROTHERSBIG SISTERS OF MID-TN
    1704 CHARLOTTE AVE STE 130
    NASHVILLE,TN37203     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 40,000
    BOOK 'EM
    161 RAINS AVE
    NASHVILLE,TN37203     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT AND TO PROVIDE ADDITIONAL COVID SUPPORT TO ADAPT PROGRAM. 15,000
    BOYS GIRLS CLUB OF MAURY CO
    210 W 8TH ST
    COLUMBIA,TN38401     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 10,000
    CENTER FOR NONPROFIT MANAGEMENT
    37 PEABODY ST STE 201
    NASHVILLE,TN37210     		NONE PUBLIC TO SUPPORT RACIAL EQUITY TRAINING, TO SUPPORT MIDDLE TN DONORS FORUM, AND TO SUPPORT YOUTH NONPROFIT PROFESSIONALS SCHOLARSHIPS. 32,500
    COMMUNITIES IN SCHOOLS OF TENNESSEE
    1207 18TH AVENUE SOUTH
    NASHVILLE,TN37212     		NONE PUBLIC TO SUPPORT COMMUNITIES IN SCHOOLS AND TO PROVIDE CORE MISSION SUPPORT. 50,500
    COMMUNITY FOUNDATION OF MIDDLE TN
    3833 CLEGHORN AVE
    NASHVILLE,TN37215     		NONE PUBLIC TO SUPPORT GIVINGMATTERS.COM. 5,000
    CONEXION AMERICAS
    2195 NOLENSVILLE PIKE
    NASHVILLE,TN37211     		NONE PUBLIC TO SUPPORT DACA RECIPIENTS, TO SUPPORT THE MOSAIC CHANGEMAKERS FACILIATION TRAINING, AND TO SUPPORT MIDDLE SCHOOL AND COLLEGE ACCESS PROGRAMS. 60,000
    CROSSROADS PETS- SHOPS ADOPT
    707 MONROE STREET
    NASHVILLE,TN37208     		NONE PUBLIC TO SUPPORT SOCIAL-ENTERPRISE BASED JOB TRAINING AND SUPPORT SERVICES FOR YOUNG ADULTS AND TO SUPPORT TORNADO RECOVERY. 35,000
    CUMBERLAND RIVER COMPACT
    2 VICTORY AVENUE STE 300
    NASHVILLE,TN37213     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT 28,000
    EAST NASHVILLE HOPE EXCHANGE
    419 WOODLAND STREET
    NASHVILLE,TN37206     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 12,000
    EDGEHILL NEIGHBORHOOD PARTNERSHIP
    1414 EDGEHILL AVENUE
    NASHVILLE,TN37212     		NONE PUBLIC TO SUPPORT THE SPOT: BUILDING YOUNG WOMEN'S FUTURES 12,000
    EQUAL CHANCE FOR EDUCATION
    700 BELLE MEADE BLVD
    NASHVILLE,TN37205     		NONE PUBLIC TO SUPPORT EDUCATION OPPORTUNITIES FOR UNDOCUMENTED STUDENTS IN TENNESSEE 35,000
    FIFTYFORWARD
    174 RAINS AVE
    NASHVILLE,TN37203     		NONE PUBLIC TO SUPPORT THE FRIENDS LEARNING IN PAIRS (FLIP) PROGRAM. 25,000
    FISK UNIVERSITY
    1000 SEVENTEENTH AVENUE NORTH
    NASHVILLE,TN372083051     		NONE PUBLIC TO SUPPORT THE OUTDOOR LIFE PROGRAM 25,000
    FRANKTOWN OPEN HEARTS
    412 CUMMINS STREET
    FRANKLIN,TN37064     		NONE PUBLIC TO SUPPORT THE FRANKTOWN YOUTH WILDLIFE APPRECIATION REWARDS PROGRAM 6,000
    FRIENDS OF MILL RIDGE PARK
    5333 HICKORY HOLLOW PARKWAY
    ANTIOCH,TN37013     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 25,000
    GALLATIN SHALOM ZONE
    600 SMALL STREET
    NASHVILLE,TN37066     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 20,000
    GIDEON'S ARMY GRASSROOTS ARMY FOR C
    600 28TH AVENUE NORTH
    NASHVILLE,TN37209     		NONE PUBLIC TO PROVIDE TORNADO RESPONSE AND TO PROVIDE ADDITIONAL COVID SUPPORT TO ADAPT PROGRAM. 15,000
    GIRL SCOUTS OF MIDDLE TENNESSEE
    4522 GRANNY WHITE PIKE
    NASHVILLE,TN37204     		NONE PUBLIC TO SUPPORT THE L.E.A.D. PROGRAM FOR LOW-INCOME GIRLS. 25,500
    GOVERNOR'S EARLY LITERARY FOUNDATIO
    312 ROSA PARKS AVE 27TH FLOOR
    NASHVILLE,TN37243     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 25,000
    GRANTMAKERS FOR EFFECTIVE ORGANIZAT
    1310 L STREET NW SUITE 650
    WASHINGTON,DC30005     		NONE PUBLIC TO SUPPORT GENERAL OPERATIONS. 2,500
    HANDS ON NASHVILLE
    37 PEABODY STREET SUITE 206
    NASHVILLE,TN37210     		NONE PUBLIC TO SUPPORT 2020-201 AMERICORPS PROGRAM. 45,000
    HARPETH CONSERVANCY
    215 JAMESTOWN PARK SUITE 101
    NASHVILLE,TN37027     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT AND UPDATE THE R!V!VE WEBSITE 41,000
    HARVEST HANDS COMMUNITY DEVELOPMENT
    155 B OLD HERMITAGE AVENUE
    NASHVILLE,TN37210     		NONE PUBLIC TO SUPPORT AFTERSCHOOL AND SUMMER PROGRAMS AND TO SUPPORT DISTANCE LEARNING INITIATIVES. 20,000
    HOMEWORK HOTLINE
    4805 PARK AVENUE
    NASHVILLE,TN37209     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT 30,000
    HORIZONS UNIVERSITY SCHOOL OF NASHV
    2000 EDGEHILL AVENUE
    NASHVILLE,TN37212     		NONE PUBLIC TO SUPPORT HORIZONS AT UNIVERSITY SCHOOL OF NASHVILLE 20,000
    KING'S DAUGHTERS CHILD DEVELOPEMENT
    590 N DUPONT STREET
    MADISON,TN37215     		NONE PUBLIC TO SUPPORT THE PRE-K PROGRAM. 17,500
    LAUNCH PAD
    PO BOX 330569
    NASHVILLE,TN37203     		NONE PUBLIC TO PROVIDE ADDITIONAL COVID SUPPORT TO ADAPT PROGRAM AND TO SUPPORT LGBTQ+ YOUTH HOUSING. 50,000
    LEADERSHIP MIDDLE TENNESSEE
    100 BLUEGRASS COMMONS BLVD STE 2370
    NASHVILLE,TN370752738     		NONE PUBLIC TO SUPPORT GENERAL OPERATIONS 300
    LEGACY MISSION VILLAGE
    6420 JOHNSON CHAPEL ROAD W
    BRENTWOOD,TN37027     		NONE PUBLIC TO SUPPORT REFUGEE YOUTH SERVICES 25,000
    LEWIS COUNTY HISTORICAL SOCIETY
    108 EAST MAIN ST
    HOHENWALD,TN38462     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT 10,000
    LIPSCOMB UNIVERSITY
    ONE UNIVERSITY PARK DRIV
    NASHVILLE,TN37204     		NONE PUBLIC TO SUPPORT THE PIONERO SCHOLARS PROGRAM TO INCREASE TEACHER DIVERSITY IN MNPS 15,000
    MARTHA O'BRYAN CENTER
    711 SOUTH 7TH STREET
    NASHVILLE,TN37206     		NONE PUBLIC TO SUPPORT THE ACADEMIC STUDENT UNION POST SECONDARY SUCCESS PIPELINE. 25,000
    MCNEILLY CENTER FOR CHILDREN INC
    100 MERIDIAN ST
    NASHVILLE,TN37207     		NONE PUBLIC TO SUPPORT THE PRE-KINDERGARTEN PROGRAM. 20,000
    MONROE HARDING INC
    1120 GLENDALE LANE
    NASHVILLE,TN37204     		NONE PUBLIC TO SUPPORT FOSTER CARE SERVICES AND TRANSITIONAL AGE SERVICES. 25,000
    NASHVILLE AREA CHAMBER OF COMMERCE
    211 COMMERCE STREET SUITE 100
    NASHVILLE,TN37201     		NONE PUBLIC TO SUPPORT GENERAL OPERATIONS. 500
    NASHVILLE CONFLICT RESOLUTION CENTE
    PO BOX 110801
    NASHVILLE,TN37222     		NONE PUBLIC TO PROVIDE TRAINING ON AFRICAN AMERICAN TRAUMA. 750
    NASHVILLE FREEDOM SCHOOL PARTNERSHI
    104 FITZPATRICK COURT
    NASHVILLE,TN37214     		NONE PUBLIC TO PROVIDE SUPPLIES FOR DISTANCE LEARNING AND CORE MISSION SUPPORT. 25,000
    NASHVILLE INTERNATIONAL CENTER FOR
    417 WELSHWOOD DR SUITE 100
    NASHVILLE,TN37211     		NONE PUBLIC TO SUPPORT THE YOUTH IMPACT PROGRAM. 30,000
    NASHVILLE PEACEMAKERS
    830 FESSLERS PARKWAY SUITE 106
    NASHVILLE,TN37210     		NONE PUBLIC TO SUPPORT STRAIGHT TALK FOR SIBLING SURVIVORS 10,000
    NASHVILLE PUBLIC EDUCATION FOUNDATI
    1207 18TH AVENUE SOUTH SUITE 202
    NASHVILLE,TN37212     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 15,000
    NASHVILLE PUBLIC LIBRARY FOUNDATION
    615 CHURCH STREET
    NASHVILLE,TN37219     		NONE PUBLIC TO SUPPORT THE PROFESSIONAL DEVELOPMENT FOR BRINGING BOOKS TO LIFE! AND NAZA. 25,000
    NASHVILLE TEACHER RESIDENCY
    1224 MARTIN STREET
    NASHVILLE,TN37203     		NONE PUBLIC TO SUPPORT THE TEACHER RESIDENCY PROGRAM 30,000
    NATIONS MINISTRY CENTER
    PO BOX 128154
    NASHVILLE,TN37212     		NONE PUBLIC TO SUPPORT THE NATIONS ACADEMY YOUTH LITERACY PROGRAM 15,000
    NATURE CONSERVANCY TENNESSEE CHAPTE
    2 MARYLAND WAY SUITE 150
    BRENTWOOD,TN37027     		NONE PUBLIC TO SUPPORT BRIDGESTONE NATURE RESERVE AT CHESTNUT MOUNTAIN. 30,000
    NURTURE THE NEXT
    600 HILL AVE SUITE 202
    NASHVILLE,TN37210     		NONE PUBLIC TO SUPPORT CEO RACIAL EQUALITY AND TO SUPPORT RACIAL EQUITY CIRCLE. 9,000
    OASIS CENTER
    1704 CHARLOTTE AVE STE 200
    NASHVILLE,TN37203     		NONE PUBLIC TO SUPPORT CORE MISSION, DESIGN WORKSHOP FOR YOUTH LEADERSHIP AND BUILDING BRIDGES. 50,000
    OPERATION ANDREW GROUP INC
    3902 GRANNY WHITE PIKE
    NASHVILLE,TN37204     		NONE PUBLIC TO SUPPORT THE UNITED4HOPE PARTNERSHIP WITH MNPS HIGH PRIORITY SCHOOLS. 10,000
    PENCIL FOUNDATION
    7199 COCKRILL BEND BLVD
    NASHVILLE,TN37209     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 40,000
    PERSIST NASHVILLE INC
    1300 56TH AVENUE NORTH
    NASHVILLE,TN37209     		NONE PUBLIC TO SUPPORT PERSISTANCE COACHING. 15,000
    PROJECT TRANSFORMATION
    1008 19TH AVENUE S
    NASHVILLE,TN37212     		NONE PUBLIC TO SUPPORT THE AFTERSCHOOL LITERACY PROGRAM 10,000
    RAPHAH INSTITUTE
    615 MAIN STREET SUITE B12
    NASHVILLE,TN37206     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 20,000
    SAFE HAVEN FAMILY SHELTER
    1234 THIRD AVENUE SOUTH
    NASHVILLE,TN37210     		NONE PUBLIC TO SUPPORT THE SUMMER ENRICHMENT EXPERIENCE FOR DESERVING STUDENTS (SEEDS) PROGRAM. 15,000
    SALAMA URBAN MINISTRIES
    1205 8TH AVENUE SOUTH
    NASHVILLE,TN37203     		NONE PUBLIC TO SUPPORT THE SALAMA INSTITUTE. 45,000
    SOUTHEASTERN COUNCIL OF FOUNDATIONS
    50 HURT PLAZA STE 350
    ATLANTA,GA30303     		NONE PUBLIC TO SUPPORT GENERAL OPERATIONS. 16,580
    SOUTHERN WORD INC
    1704 CHARLOTTE AVENUE SUITE 200
    NASHVILLE,TN37203     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT 20,500
    ST LUKE'S COMMUNITY HOUSE
    5601 NEW YORK AVE
    NASHVILLE,TN37209     		NONE PUBLIC TO SUPPORT ST. LUKE'S YOUTH EDUCATION PROGRAM 10,000
    TEACH FOR AMERICA INC
    220 ATHENS WAY STE 300
    NASHVILLE,TN37228     		NONE PUBLIC TO SUPPORT THE EDUCATION MOVEMENT AND EXPANDING OPPORTUNITIES FOR NASHVILLE STUDENTS. 25,000
    TENNESEE AQUATIC PROJECT AND DEVELO
    1309 JACKSON ST
    NASHVILLE,TN37208     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 5,000
    TENNESSEE EDUCATORS OF COLOR ALLIAN
    1961 SUNSET MEADOWS WAY
    CLARKSVILLE,TN37042     		NONE PUBLIC TO SUPPORT PROFESSIONAL DEVELOPMENT FOR RECRUITMENT AND RETENTION OF TEACHERS OF COLOR AND TO PROVIDE CORE MISSION SUPPORT. 35,000
    TENNESSEE ENVIRONMENTAL COUNCIL
    ONE VANTAGE WAY STE E-250
    NASHVILLE,TN37228     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT 25,000
    TENNESSEE IMMIGRANT AND REFUGEE RIG
    2195 NOLENSVILLE PIKE
    NASHVILLE,TN37211     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT, YOUTH ORGANIZING AND FELLOWSHIP OPPORTUNITY. 40,000
    TENNESSEE JUSTICE FOR OUR NEIGHBORS
    2195 NOLENSVILLE PIKE
    NASHVILLE,TN37211     		NONE PUBLIC TO SUPPORT DACA RECIPIENTS AND TO SUPPORT DACA RENEWALS AND PROVIDE DIRECT LEGAL REPRESENTATION. 30,000
    TENNESSEE STATE UNIVERSITY FOUNDATI
    3500 JOHN A MERRITT BLVD CAMPUS BOX
    9542
    NASHVILLE,TN37209     		NONE PUBLIC TO SUPPORT THE DEAN'S SCHOLARS PROGRAM 35,000
    TENNESSEE WILDLIFE FEDERATION
    300 ORLANDO AVE STE 200
    NASHVILLE,TN37209     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT 50,000
    TENNESSEE WILDLIFE RESOURCES FOUNDA
    5000 LINBAR DRIVE STE 265
    NASHVILLE,TN37211     		NONE PUBLIC TO SUPPORT TENNESSEE OUTDOOR YOUTH SUMMIT (TOYS) 40,000
    THE FIND FAMILIES IN NEED OF DIRECT
    2787 SMITH SPRINGS ROAD
    NASHVILLE,TN37217     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT AND TO PROVIDE ADDITIONAL COVID SUPPORT TO ADAPT PROGRAM. 22,000
    THE LAND TRUST FOR TENNESSEE
    4000 FRANKLIN PIKE
    NASHVILLE,TN37204     		NONE PUBLIC TO PROVIDE OPERATING SUPPORT. 50,000
    VANGUARD CHARITABLE ENDOWMENT PROGR
    2670 WARWICK AVENUE
    WARWICK,RI02889     		NONE PUBLIC TO FUND VANGUARD DONOR ADVISED FUND 30,000
    WAYNE REED CHRISTIAN CHILDCARE CENT
    11B LINDSLEY AVE
    NASHVILLE,TN37210     		NONE PUBLIC TO SUPPORT THE PRE-K PROGRAM. 8,000
    WHY WE CAN'T WAIT
    220 NATHAN DRIVE
    GOODLETTSVILLE,TN37072     		NONE PUBLIC TO SUPPORT WWCW AFTERSCHOOL ACADEMY 17,000
    WOMEN OF COLOR COLLABORATIVE
    113 JONESBURO CT
    NASHVILLE,TN37214     		NONE PUBLIC TO SUPPORT BLACK GIRLS MATTER: THE STATE OF BLACK GIRLHOOD IN NASHVILLE PROJECT. 30,000
    WORKERS' DIGNITY PROJECT
    335 WHITSETT ROAD
    NASHVILLE,TN37210     		NONE PUBLIC TO SUPPORT YOUTH ORGANIZING THE YOUTH APPRENTICESHIP PROGRAM. 20,000
    YOUNG MEN'S CHRISTIAN ASSOC OF MID-
    1000 CHURCH STREET
    NASHVILLE,TN37203     		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT 100,000
    YOUTH INCORPORATED
    4117 HILLSBORO PIKE SUITE 103-256
    NASHVILLE,TN37215     		NONE PUBLIC TO SUPPORT CAMP YI YOUTH 2019 11,300
    YWCA
    1608 WOODMONT BLVD
    NASHVILLE,TN37215     		NONE PUBLIC TO SUPPORT THE GIRLS INC. PROGRAM. 47,000
    Total .................................bullet 3a 2,030,830
    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 ...........     		    14 178,083  
    4 Dividends and interest from securities....     14 513,695  
    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 ............     		    18 562,743  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1:METRO REAL ESTATE     		531390 -1,117 14 3,613  
    bK-1: DTC SHORT DURATION     14 809  
    cK-1: DTC PRIVATE EQ IV 900099 -6,632 14 17,454  
    dK-1: BROAD BASED COMSUMER     14    
    eK-1: METROPOLITAN REAL ESTATE SECONDARY 531390 18,657 14 28,401  
    fK-1: CORE FIXED INCOME CTF     14 1,142  
    gK-1: DTC PRIVATE EQ V   -14,229 14 19,511  
    hK-1: DTC PRIVATE EQ VI   -26,426 14 -3,186  
    iK-1: AEW PARTNERS FUND VIII FEEDER LP 900099 78,761 14 90,613  
    jUBS AG JERSEY E TRACS     14    
    kK-1: INTERNATIONAL EQUITY COMMON TRUST FUND     14    
    12 Subtotal. Add columns (b), (d), and (e).. 49,014 1,412,878 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,461,892
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    THE DAN AND MARGARET MADDOX FUND INC
    EIN:
    23-7017790
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 22,179 0   0

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE DAN AND MARGARET MADDOX FUND INC
    EIN:
    23-7017790
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VANGUARD INSTITUTIONAL INDEX FD 2,613,301 4,973,280
    VANGUARD EXTENDED MARKET INDEX FUND 1,361,643 2,384,253
    VANGUARD FTSE ALL WORLD EX-US INDEX FUND 1,250,789 1,639,011

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE DAN AND MARGARET MADDOX FUND INC
    EIN:
    23-7017790
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    DTC INTERNATIONAL EQUITY COMMON TRUST FUND AT COST 7,295,015 8,746,993
    WINSTON GLOBAL AT COST 1,656,718 2,827,074
    METRO REAL ESTATE PARTNERS GLOBAL V, LP AT COST 309,970 424,805
    DTC PRIVATE EQUITY IV, LP AT COST 1,504,567 2,334,194
    DTC SHORT DURATION FIXED INCOME AT COST 872,506 880,988
    DTC CORE FIXED INCOME CTF AT COST 3,761,280 3,957,887
    DTC PRIVATE EQUITY V-Q LP AT COST 3,564,000 4,258,338
    METROPOLITAN REAL ESTATE PARTNERS SCIF AT COST 1,374,607 1,515,352
    PALOMA INTERNATIONAL LTD AT COST 4,400,000 4,964,488
    GMO QUALITY FUND AT COST 4,231,767 4,551,205
    AEW PARTNERS FUN DVIII FEEDER, L.P. AT COST 1,248,015 1,414,647
    DTC PRIVATE EQUITY VI, LP AT COST 2,250,000 2,362,843
    ISHARES 20+ YEAR TREASURY BOND ETF AT COST 1,262,532 1,356,320

    TY 2020 OtherDecreasesSchedule
    Name:
    THE DAN AND MARGARET MADDOX FUND INC
    EIN:
    23-7017790
    Description Amount
    PARTNERSHIP PASS-THROUGH 352,192


    TY 2020 OtherExpensesSchedule
    Name:
    THE DAN AND MARGARET MADDOX FUND INC
    EIN:
    23-7017790
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOARD & COMMITTEE ACTIVITIES 5,490 0   4,118
    INSURANCE 9,798 0   7,349
    INVESTMENT EXPENSES 159,382 159,382   0
    K-1: CORE FIXED INCOME 7,117 7,117   0
    K-1: DTC PRIVATE EQUITY IV, LP 49,389 49,389   0
    K-1: DTC PRIVATE EQUITY V-Q, LP 165,869 165,869   0
    K-1: DTC SHORT DURATION FIXED INCOME 2,099 2,099   0
    K-1: INTERNATIONAL EQUITY COMMON TRUST 32,823 32,823   0
    K-1: METRO REAL ESTATE PARTNERS 9,558 9,558   0
    K-1: METRO REAL ESTATE PARTNERS SECONDARY 26,466 26,466   0
    MISCELLANEOUS 420 0   357
    OFFICE EXPENSE 16,270 0   13,511
    K-1: AEW PARTNERS FUND VIII FEEDER 4,229 4,229   0
    K-1: DTC PRIVATE EQUITY VI-Q, LP 141,466 141,466   0


    TY 2020 OtherIncomeSchedule2
    Name:
    THE DAN AND MARGARET MADDOX FUND INC
    EIN:
    23-7017790
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1:METRO REAL ESTATE 2,496 3,613 2,496
    K-1: DTC SHORT DURATION 809 809 809
    K-1: DTC PRIVATE EQ IV 10,822 17,454 10,822
    K-1: METROPOLITAN REAL ESTATE SECONDARY 47,058 28,401 47,058
    K-1: CORE FIXED INCOME CTF 1,142 1,142 1,142
    K-1: DTC PRIVATE EQ V 5,282 19,511 5,282
    K-1: DTC PRIVATE EQ VI -29,612 -3,186 -29,612
    K-1: AEW PARTNERS FUND VIII FEEDER LP 169,374 90,613 169,374


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE DAN AND MARGARET MADDOX FUND INC
    EIN:
    23-7017790
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL SERVICE 2,109 0   1,950
    CONSULTANTS 16,440 0   8,833


    TY 2020 TaxesSchedule
    Name:
    THE DAN AND MARGARET MADDOX FUND INC
    EIN:
    23-7017790
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 16,120 0   14,614
    FROM K-1'S: FOREIGN INCOME TAXES 35,384 35,384   0
    FEDERAL INCOME TAXES PAID 10,102 0   0
    FOREIGN INCOME TAX - FORM 1099 2,795 2,795   0