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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
THE MEMORIAL FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)100 BLUEGRASS COMMONS BLVD 320
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HENDERSONVILLE, TN37075
A Employer identification number

62-1202302
B Telephone number (see instructions)

(615) 822-9499
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$144,950,295
J 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) 857,379
2 Check bullet.............
3 Interest on savings and temporary cash investments 137,779 137,779  
4 Dividends and interest from securities... 4,909,201 4,907,501  
5a Gross rents............ 278,673 278,673  
b Net rental income or (loss) -129,695
6a Net gain or (loss) from sale of assets not on line 10 20,481,376
b Gross sales price for all assets on line 6a 29,114,443
7 Capital gain net income (from Part IV, line 2)... 20,481,376
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)....... -6,494 -6,494  
12 Total. Add lines 1 through 11........ 26,657,914 25,798,835  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 573,382 0   468,495
14 Other employee salaries and wages...... 131,027 0   131,027
15 Pension plans, employee benefits....... 216,867 0   187,937
16a Legal fees (attach schedule)......... 1,078 0   696
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 1,200,496 1,107,338   60,176
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 431,817 49,571   36,620
19 Depreciation (attach schedule) and depletion... 104,685 90,597  
20 Occupancy.............. 94,723 0   85,251
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 420,710 266,688   143,487
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,174,785 1,514,194   1,113,689
25 Contributions, gifts, grants paid....... 5,723,060 5,723,060
26 Total expenses and disbursements. Add lines 24 and 25 8,897,845 1,514,194   6,836,749
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 17,760,069
b Net investment income (if negative, enter -0-) 24,284,641
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 6,148,735 7,630,862 7,630,862
2 Savings and temporary cash investments......... 2,592,612 4,373,678 4,373,678
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   104,253    
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.......... 154,904 18,471 18,471
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet174,508
Less: accumulated depreciation (attach schedule) bullet149,791 8,251,874 24,717 24,717
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 118,374,689 Click to see attachment132,902,567 132,902,567
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) 135,627,067 144,950,295 144,950,295
Liabilities 17 Accounts payable and accrued expenses.......... 809 181,452
18 Grants payable................. 70,000 694,324
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment204,930 Click to see attachment217,988
23 Total liabilities (add lines 17 through 22)......... 275,739 1,093,764
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........... 132,797,785 140,970,050
25 Net assets with donor restrictions............ 2,553,543 2,886,481
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 135,351,328 143,856,531
30 Total liabilities and net assets/fund balances (see instructions). 135,627,067 144,950,295
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
135,351,328
2
Enter amount from Part I, line 27a .....................
2
17,760,069
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
153,111,397
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
9,254,866
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
143,856,531
Form 990-PF (2021)
Form 990-PF (2021)
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 BLUEGRASS DRIVE PROPERTY P   2021-03-31
b PUBLICLY TRADED SECURITIES P   2021-12-31
c INTEROCEAN - INVESTMENT P   2021-12-31
d GMO STATEGIC OPPORTUNITIES - INVESTMENT P   2021-12-31
e FROM K-1S P   2021-12-31
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 15,000,000   8,346,337 6,653,663
b 358,673   286,730 71,943
c 16,980     16,980
d 13,621,460     13,621,460
e 116,483     116,483
847     847
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       6,653,663
b       71,943
c       16,980
d       13,621,460
e       116,483
      847
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 20,481,376
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 337,557
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- ..... 5 337,557
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 300,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 90,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 390,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 1,632
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 50,811
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet50,811 RefundedBullet 11 0
Part VI-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
     
    No
    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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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.MEMFOUNDATION.ORG
    14
    The books are in care ofbulletJUDY MILLIKEN Telephone no.bullet (615) 822-9499

    Located atbullet100 BLUEGRASS COMMONS BLVD SUITE320HENDERSONVILLETN ZIP+4bullet37075
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    SCOTT S PERRY PRESIDENT
    40.00
    297,659 63,260 0
    100 BLUEGRASS COMMONS BLVD STE 320
    HENDERSONVILLE,TN37075
    JACKSON ROUTH VICE PRES, PROGRAMS AND GRANTS
    40.00
    168,407 41,890 0
    100 BLUEGRASS COMMONS BLVD STE 320
    HENDERSONVILLE,TN37075
    JUDY MILLIKEN VICE PRES, FINANCE
    40.00
    107,316 44,949 0
    100 BLUEGRASS COMMONS BLVD STE 320
    HENDERSONVILLE,TN37075
    DAVID E MCKEE CHAIR
    0.10
    0 0 0
    100 BLUEGRASS COMMONS BLVD STE 320
    HENDERSONVILLE,TN37075
    VARINA F BUNTIN VICE CHAIR
    0.10
    0 0 0
    100 BLUEGRASS COMMONS BLVD STE 320
    HENDERSONVILLE,TN37075
    ALFONZO ALEXANDER SECRETARY
    0.10
    0 0 0
    100 BLUEGRASS COMMONS BLVD STE 320
    HENDERSONVILLE,TN37075
    WILLIAM P PURYEAR PAST CHAIR
    0.10
    0 0 0
    100 BLUEGRASS COMMONS BLVD STE 320
    HENDERSONVILLE,TN37075
    FRANK GRACE JR DIRECTOR
    0.10
    0 0 0
    100 BLUEGRASS COMMONS BLVD STE 320
    HENDERSONVILLE,TN37075
    MARGARET DOLAN DIRECTOR
    0.10
    0 0 0
    100 BLUEGRASS COMMONS BLVD STE 320
    HENDERSONVILLE,TN37075
    GEORGE C PAINE II DIRECTOR
    0.10
    0 0 0
    100 BLUEGRASS COMMONS BLVD STE 320
    HENDERSONVILLE,TN37075
    ALLISON DEMARCUS DIRECTOR
    0.10
    0 0 0
    100 BLUEGRASS COMMONS BLVD STE 320
    HENDERSONVILLE,TN37075
    SHANNA L JACKSON DIRECTOR
    0.10
    0 0 0
    100 BLUEGRASS COMMONS BLVD STE 320
    HENDERSONVILLE,TN37075
    FRANK GORDON DIRECTOR
    0.10
    0 0 0
    100 BLUEGRASS COMMONS BLVD STE 320
    HENDERSONVILLE,TN37075
    BETH LITTLE DIRECTOR
    0.10
    0 0 0
    100 BLUEGRASS COMMONS BLVD STE 320
    HENDERSONVILLE,TN37075
    DREW R MADDUX SR DIRECTOR
    0.10
    0 0 0
    100 BLUEGRASS COMMONS BLVD STE 320
    HENDERSONVILLE,TN37075
    J EDWARD PEARSON DIRECTOR
    0.10
    0 0 0
    100 BLUEGRASS COMMONS BLVD STE 320
    HENDERSONVILLE,TN37075
    V SEENU REDDY DIRECTOR
    0.10
    0 0 0
    100 BLUEGRASS COMMONS BLVD STE 320
    HENDERSONVILLE,TN37075
    EDDIE PHILLIPS DIRECTOR
    0.10
    0 0 0
    100 BLUEGRASS COMMONS BLVD STE 320
    HENDERSONVILLE,TN37075
    MELVIN J MALONE DIRECTOR
    0.10
    0 0 0
    100 BLUEGRASS COMMONS BLVD STE 320
    HENDERSONVILLE,TN37075
    JO SANDERS DIRECTOR
    0.10
    0 0 0
    100 BLUEGRASS COMMONS BLVD STE 320
    HENDERSONVILLE,TN37075
    BARBARA SPRINGER DIRECTOR
    0.10
    0 0 0
    100 BLUEGRASS COMMONS BLVD STE 320
    HENDERSONVILLE,TN37075
    MICHELE WILLIAMS DIRECTOR
    0.10
    0 0 0
    100 BLUEGRASS COMMONS BLVD STE 320
    HENDERSONVILLE,TN37075
    FLEMING WILT DIRECTOR
    0.10
    0 0 0
    100 BLUEGRASS COMMONS BLVD STE 320
    HENDERSONVILLE,TN37075
    CHARLES B BECK TRUSTEE EMERITUS
    0.00
    0 0 0
    100 BLUEGRASS COMMONS BLVD STE 320
    HENDERSONVILLE,TN37075
    L DALE BECK TRUSTEE EMERITUS
    0.00
    0 0 0
    100 BLUEGRASS COMMONS BLVD STE 320
    HENDERSONVILLE,TN37075
    FRANK M BUMSTEAD TRUSTEE EMERITUS
    0.00
    0 0 0
    100 BLUEGRASS COMMONS BLVD STE 320
    HENDERSONVILLE,TN37075
    CHARLES W FENTRESS TRUSTEE EMERITUS
    0.00
    0 0 0
    100 BLUEGRASS COMMONS BLVD STE 320
    HENDERSONVILLE,TN37075
    GINI PUPO-WALKER TRUSTEE EMERITUS
    0.00
    0 0 0
    100 BLUEGRASS COMMONS BLVD STE 320
    HENDERSONVILLE,TN37075
    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
    JOYCE DOUGLAS EXECUTIVE ASSISTANT
    40.00
    72,928 40,021 0
    100 BLUEGRASS COMMONS BLVD STE 320
    HENDERSONVILLE,TN37075
    LAUREN WILLOUGHBY PROGRAM OFFICER
    40.00
    58,100 25,939 0
    100 BLUEGRASS COMMONS BLVD STE 320
    HENDERSONVILLE,TN37075
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    130,835,415
    b
    Average of monthly cash balances.......................
    1b
    11,620,919
    c
    Fair market value of all other assets (see instructions)................
    1c
    3,053,471
    d
    Total (add lines 1a, b, and c).........................
    1d
    145,509,805
    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
    145,509,805
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    2,182,647
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    143,327,158
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    7,166,358
    Part X
    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 IX, line 6..................
    1
    7,166,358
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    337,557
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    337,557
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,828,801
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    6,828,801
    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 XII, line 1 ...
    7
    6,828,801
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 6,828,801
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 6,836,749
    a Applied to 2020, 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 2021 distributable amount..... 6,828,801
    e Remaining amount distributed out of corpus 7,948
    5 Excess distributions carryover applied to 2021. 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 7,948
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    7,948
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021.... 7,948
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    PO BOX 140789
    NASHVILLE,TN37214
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 45,000
    A STEP AHEAD FOUNDATION OF MIDDLE TENNESSEE
    POBOX 159002
    NASHVILLE,TN37215
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 12,000
    ABLE YOUTH
    200 MALLORY LANE SUITE 130-542
    FRANKLIN,TN37067
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 10,000
    ACHILLES INTERNATIONAL-NASHVILLE CHAPTER
    101 46TH AVE N
    NASHVILLE,TN37209
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 5,000
    ADVENTURE SCIENCE CENTER NASHVILLE
    800 FORT NEGLEY BLVD
    NASHVILLE,TN37203
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 35,000
    ADVOCATES FOR WOMEN'S & KIDS' EQUALITY (AWAKE) INC
    PO BOX 68332
    NASHVILLE,TN37206
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 5,000
    AGAPE
    4555 TROUSDALE DRIVE
    NASHVILLE,TN37204
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 90,000
    AGEWELL MIDDLE TENNESSEE
    95 WHITE BRIDGE ROAD SUITE 250
    NASHVILLE,TN37205
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 20,000
    AMERICAN CANCER SOCIETY-GREATER NASHVILLE AREA
    2000 CHARLOTTE AVENUE
    NASHVILLE,TN37203
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 25,000
    AMERICAN HEART ASSOCIATION-SOUTHEAST REGION
    1402 CLINTON ST
    NASHVILLE,TN37203
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 15,000
    AMERICAN RED CROSS-NASHVILLE AREA CHAPTER
    2201 CHARLOTTE AVE
    NASHVILLE,TN37203
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 40,000
    APHESIS HOUSE
    120 RAYON DRIVE
    OLD HICKORY,TN371383630
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 12,500
    BACKFIELD IN MOTION
    920 WOODLAND STREET
    NASHVILLE,TN37206
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 30,000
    BAREFOOT REPUBLIC CAMP
    1226 LAKEVIEW DR STE C
    FRANKLIN,TN37067
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 4,000
    BEGIN ANEW
    1111 FOSTER AVENUE
    NASHVILLE,TN37210
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 30,000
    BEST BUDDIES TENNESSEE
    116 WILSON PIKE CIR STE 207
    BRENTWOOD,TN37027
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 30,000
    BETHLEHEM CENTERS OF NASHVILLE
    1417 CHARLOTTE AVENUE
    NASHVILLE,TN37203
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 30,000
    BIG BROTHERS BIG SISTERS OF MIDDLE TENNESSEE
    1704 CHARLOTTE AVE 130
    NASHVILLE,TN37203
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 45,000
    BORDERLESS ARTS TENNESSEE
    1210 LAKE RISE PL
    GALLATIN,TN37066
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 2,000
    BOY SCOUTS OF AMERICA MIDDLE TENNESSEE COUNCIL
    PO BOX 150409
    NASHVILLE,TN37215
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 25,000
    BOYS & GIRLS CLUBS OF MIDDLE TENNESSEE
    1704 CHARLOTTE AVE SUITE 200
    NASHVILLE,TN37203
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 50,000
    BRIDGE MINISTRY
    PO BOX 463
    GOODLETTSVILLE,TN37070
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 30,000
    BRIDGES FOR THE DEAF & HARD OF HEARING
    935 EDGEHILL AVE
    NASHVILLE,TN37203
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 25,000
    BROKEN RESTORED REDEEMED MINISTRIES
    209 CAMPUS DR
    HENDERSONVILLE,TN37075
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 15,000
    BUILDING LIVES FOUNDATION
    2000 MALLORY LANE SUITE 130-166
    FRANKLIN,TN37067
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 35,000
    BYRUM-PORTER SENIOR CENTER
    9123 HIGHWAY 49 EAST
    SPRINGFIELD,TN37141
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 35,000
    CASA NASHVILLE
    340 21ST AVE N
    NASHVILLE,TN37203
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 30,000
    CENTENNIAL PARK CONSERVANCY
    2565 PARK PLAZA
    NASHVILLE,TN37212
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 15,000
    CENTER FOR NONPROFIT MANAGEMENT
    37 PEABODY STREET SUITE 201
    NASHVILLE,TN37210
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 50,000
    CHRISTIAN COOPERATIVE MINISTRY
    PO BOX 462
    MADISON,TN37116
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 15,000
    COMMUNITIES IN SCHOOLS OF TENNESSEE
    1207 18TH AVENUE S
    NASHVILLE,TN37212
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 45,000
    COMMUNITY CARE FELLOWSHIP
    511 S 8TH ST PO BOX 60068
    NASHVILLE,TN37206
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 40,000
    COMMUNITY FOUNDATION OF MIDDLE TN
    PO BOX 440225
    NASHVILLE,TN37244
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 10,000
    CORNER TO CORNER
    PO BOX 60646
    NASHVILLE,TN37206
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 20,000
    COTTAGE COVE URBAN MINISTRIES
    4908 AQUATIC RD
    NASHVILLE,TN37211
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 20,000
    COUNTRY MUSIC HALL OF FAME AND MUSEUM
    222 5TH AVE S
    NASHVILLE,TN37203
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 15,000
    CROSSBRIDGE
    335 MURFREESBORO PIKE
    NASHVILLE,TN37210
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 40,000
    CUMBERLAND RIVER COMPACT
    2 VICTORY AVENUE STE 500
    NASHVILLE,TN37213
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 7,500
    DISMAS
    2424 CHARLOTTE AVENUE
    NASHVILLE,TN37203
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 45,000
    EAST NASHVILLE HOPE EXCHANGE
    419 WOODLAND ST
    NASHVILLE,TN37206
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 10,000
    EMPOWER ME CENTER
    223 BLUEGRASS CIR
    LEBANON,TN37090
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 3,000
    END SLAVERY TENNESSEE
    PO BOX 160069
    NASHVILLE,TN37216
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 40,000
    EPIC GIRL
    1704 CHARLOTTE AVE STE 200
    NASHVILLE,TN37203
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 5,000
    EQUAL CHANCE FOR EDUCATION
    3715 WEST END AVENUE
    NASHVILLE,TN37205
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 20,000
    EXECUTIVE WOMEN INTERNATIONAL
    1288 SUMMIT AVENUE STE 107 BOX 124
    OCONOMOWOC,WI53066
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 2,000
    FAITH FAMILY MEDICAL CENTER
    326 21ST AVENUE NORTH
    NASHVILLE,TN37203
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 60,000
    FAMILY CENTER
    139 THOMPSON LANE
    NASHVILLE,TN37211
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 30,000
    FAMILY & CHILDREN'S SERVICE
    2400 CLIFTON AVENUE
    NASHVILLE,TN37209
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 40,000
    FANNIE BATTLE DAY HOME FOR CHILDREN
    108 CHAPEL AVENUE
    NASHVILLE,TN37206
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 30,000
    FELLOWSHIP OF CHRISTIAN ATHLETES
    PO BOX 140109
    NASHVILLE,TN37214
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 75,000
    FIFTYFORWARD
    174 RAINS AVE
    NASHVILLE,TN37203
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 215,000
    FIRST STEPS
    1900 GRAYBAR LANE
    NASHVILLE,TN37215
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 10,000
    FRIST ART MUSEUM
    919 BROADWAY
    NASHVILLE,TN37203
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 15,000
    GALLATIN CARES
    330 DURHAM NORTH AVENUE
    GALLATIN,TN37066
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 12,000
    GALLATIN DAY CARE CENTER
    108 SOUTHPARK CIR
    GALLATIN,TN37066
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 35,000
    GILDA'S CLUB MIDDLE TENNESSEE
    1707 DIVISION STREET
    NASHVILLE,TN37203
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 40,000
    GIRLS ON THE RUN NASHVILLE
    1451 ELM HILL PIKE STE 110
    NASHVILLE,TN37210
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 10,000
    GIRL SCOUTS OF MIDDLE TENNESSEE
    4522 GRANNY WHITE PIKE
    NASHVILLE,TN37204
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 30,000
    GIVINGMATTERSCOM
    3833 CLEGHORN AVE STE 400
    NASHVILLE,TN37215
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 15,000
    GLOBAL EDUCATION CENTER
    4822 CHARLOTTE AVE
    NASHVILLE,TN37209
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 15,000
    GOAL-COLLECTIVE (FORMALLY ADULT EDUCATION COL IMPACT
    C/O NASHVILLE ADULT LITERACY
    COUNCIL
    NASHVILLE,TN37209
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 50,000
    GOODPASTURE CHRISTIAN SCHOOL
    619 W DUE WEST AVENUE
    MADISON,TN37115
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 15,000
    GORDON JEWISH COMMUNITY CENTER
    801 PERCY WARNER BLVD
    NASHVILLE,TN37205
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 40,000
    GRACE PLACE MINISTRY
    PO BOX 1771
    HENDERSONVILLE,TN37077
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 40,000
    GREATER FAITH COMMUNITY ACTION CORPORATION
    PO BOX 215
    SPRINGFIELD,TN37172
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 25,000
    HABITAT FOR HUMANITY OF SUMNER COUNTY
    327 SUMNER HALL DR
    GALLATIN,TN37066
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 10,000
    HANDS ON NASHVILLE
    37 PEABODY STREET
    NASHVILLE,TN37210
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 50,000
    HEALING HOUSING
    313 W MAIN ST
    HENDERSONVILLE,TN37075
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 5,000
    HEAR NASHVILLE
    PO BOX 210026
    NASHVILLE,TN37221
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 5,000
    HEIMERDINGER FOUNDATION
    4004 HILLSBORO PIKE
    NASHVILLE,TN37215
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 7,500
    HISTORIC CRAGFONT
    200 CRAGFONT RD
    CASTALIAN SPRINGS,TN37031
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 7,500
    HOME BOUND MEALS PROGRAM
    381 W MAIN ST
    HENDERSONVILLE,TN37075
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 20,000
    HOMESAFE OF SUMNER WILSON & ROBERTSON COS
    PO BOX 607
    GALLATIN,TN37066
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 30,000
    HOMEWORK HOTLINE
    4805 PARK AVE
    NASHVILLE,TN37209
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 10,000
    HOPE CLINIC FOR WOMEN
    1810 HAYES STREET
    NASHVILLE,TN37203
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 30,000
    HOPE FAMILY HEALTH SERVICES
    1124 NEW HIGHWAY 52 EAST
    WESTMORELAND,TN37186
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 38,000
    IMAGINATION LIBRARY OF MIDDLE TENNESSEE
    C/O UNITED WAY OF GREATER NASHVILLE
    NASHVILLE,TN37228
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 20,000
    INSIGHT COUNSELING CENTERS
    PO BOX 50242
    NASHVILLE,TN37205
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 25,000
    INSPIRITUS-MIDDLE TENNESSEE
    PO BOX 60597
    NASHVILLE,TN37206
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 10,000
    INTERFAITH DENTAL CLINIC OF NASHVILLE
    600 HILL AVENUE SUITE 10
    NASHVILLE,TN37210
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 80,000
    JASON FOUNDATION
    18 VOLUNTEER DRIVE
    HENDERSONVILLE,TN37075
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 30,000
    JUNIOR ACHIEVEMENT OF MIDDLE TENNESSEE
    120 POWELL PLACE
    NASHVILLE,TN37204
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 30,000
    KING'S DAUGHTERS CHILD DEVELOPMENT CENTER
    590 NORTH DUPONT AVENUE
    MADISON,TN37115
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 60,000
    LAND TRUST FOR TENNESSEE
    4000 FRANKLIN PIKE
    NASHVILLE,TN37204
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 5,000
    LEADERSHIP NASHVILLE FOUNDATION
    401 CHURCH ST STE 2500
    NASHVILLE,TN37219
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 5,000
    LITERACY COUNCIL OF MIDDLE TENNESSEE
    108 NOKES DR
    HENDERSONVILLE,TN37075
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 7,800
    MAKE-A-WISH MIDDLE TENNESSEE
    600 HILL AVENUE
    NASHVILLE,TN37210
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 30,000
    MARTHA O'BRYAN CENTER
    711 SOUTH SEVENTH STREET
    NASHVILLE,TN37206
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 60,000
    MATTHEW 25
    625 BENTON AVE
    NASHVILLE,TN37204
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 25,000
    MATTHEW WALKER COMPREHENSIVE HEALTH CTR
    1035 14TH AVE N
    NASHVILLE,TN37208
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 25,000
    MCNEILLY CENTER FOR CHILDREN
    100 MERIDIAN ST
    NASHVILLE,TN37207
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 75,000
    MEHARRY MEDICAL COLLEGE
    1005 DR DB TODD JR BOULEVARD
    NASHVILLE,TN37208
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 25,000
    MEN OF VALOR
    504 VALOR WAY
    ANTIOCH,TN37013
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 65,000
    MENDING HEARTS
    PO BOX 280236
    NASHVILLE,TN37228
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 40,000
    MENTAL HEALTH AMERICA OF THE MIDSOUTH
    446 METROPLEX DR STE A-224
    NASHVILLE,TN37211
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 15,000
    MONROE HARDING
    1 VANTAGE WAY SUITE C-165
    NASHVILLE,TN37228
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 35,000
    MONTGOMERY BELL ACADEMY COMM OUTREACH PR
    4001 W END AVE
    NASHVILLE,TN37205
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 2,000
    MONTHAVEN ARTS AND CULTURAL CENTER
    1017 ANTEBELLUM CIRCLE
    HENDERSONVILLE,TN37075
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 45,000
    MUSIC FOR SENIORS
    161 RAINS AVENUE
    NASHVILLE,TN37203
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 7,500
    MUSICIANS ON CALL
    1300 DIVISION ST STE 301
    NASHVILLE,TN37203
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 5,000
    NASBA CENTER FOR PUBLIC TRUST
    PO BOX 306272
    NASHVILLE,TN37230
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 20,000
    NASHVILLE CHILDREN'S THEATRE
    25 MIDDLETON STREET
    NASHVILLE,TN37210
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 20,000
    NASHVILLE CIVIC DESIGN CENTER
    138 2ND AVE N STE 106
    NASHVILLE,TN37201
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 40,000
    NASHVILLE COACHING COALITION
    2416 21ST AVE S STE 203A
    NASHVILLE,TN37212
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 2,500
    NASHVILLE CONFLICT RESOLUTION CENTER
    4732 W LONGDALE DR
    NASHVILLE,TN372114416
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 50,000
    NASHVILLE DOLPHINS
    95 WHITE BRIDGE ROAD SUITE 209
    NASHVILLE,TN37205
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 10,000
    NASHVILLE FOOD PROJECT
    5904 CALIFORNIA AVENUE
    NASHVILLE,TN37209
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 90,000
    NASHVILLE INTERNATIONAL CENTER FOR EMPOWERMENT
    417 WELSHWOOD DR STE 100
    NASHVILLE,TN37211
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 45,000
    NASHVILLE LAUNCH PAD
    PO BOX 330695
    NASHVILLE,TN37203
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 25,000
    NASHVILLE OPERA ASSOCIATION
    3622 REDMON STREET
    NASHVILLE,TN37209
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 15,000
    NASHVILLE PUBLIC EDUCATION FOUNDATION
    1207 18TH AVENUE SOUTH SUITE 202
    NASHVILLE,TN37212
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 12,000
    NASHVILLE PUBLIC LIBRARY FOUNDATION
    615 CHURCH STREET
    NASHVILLE,TN37209
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 40,000
    NASHVILLE PUBLIC RADIO
    630 MAINSTREAM DR
    NASHVILLE,TN37228
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 5,000
    NASHVILLE PUBLIC TELEVISION
    161 RAINS AVENUE
    NASHVILLE,TN37203
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 45,000
    NASHVILLE REPERTORY THEATRE
    161 RAINS AVENUE
    NASHVILLE,TN37203
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 7,500
    NASHVILLE RESCUE MISSION
    C/O NRM HOLDINGS
    NASHVILLE,TN37203
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 50,000
    NASHVILLE SYMPHONY
    ONE SYMPHONY PLACE
    NASHVILLE,TN37201
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 10,000
    NASHVILLE YOUTH FOR CHRIST
    NASHVILLE YOUTH FOR CHRIST
    NASHVILLE,TN37203
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 12,000
    NASHVILLE ZOO
    3777 NOLENSVILLE PIKE
    NASHVILLE,TN37211
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 40,000
    NATIONAL MUSEUM OF AFRICAN AMERICAN MUSIC
    510 BROADWAY
    NASHVILLE,TN37203
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 45,000
    NATIVE AMERICAN INDIAN ASSN OF TENNESSEE
    230 SPENCE LN
    NASHVILLE,TN37210
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 5,000
    NEW BEGINNINGS CENTER
    509 CRAIGHEAD STREET SUITE 100
    NASHVILLE,TN37204
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 30,000
    NEXT DOOR AT THE DOWNTOWN MINISTRY CENTER
    128 8TH AVE S
    NASHVILLE,TN37203
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 75,000
    NOTES FOR NOTES
    916 16TH AVE N
    NASHVILLE,TN37208
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 4,000
    NURSES FOR NEWBORNS OF TENNESSEE
    PO BOX 434
    NASHVILLE,TN37135
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 35,000
    NURTURE THE NEXT
    C/O PREVENT CHILD ABUSE TENNESSEE
    NASHVILLE,TN37210
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 35,000
    OASIS CENTER
    1704 CHARLOTTE AVENUE SUITE 200
    NASHVILLE,TN372032979
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 50,000
    OPEN TABLE NASHVILLE
    POST OFFICE BOX 110266
    NASHVILLE,TN37222
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 30,000
    OPERATION ANDREW GROUP
    PO BOX 128045
    NASHVILLE,TN37212
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 20,000
    OPERATION STAND DOWN TENNESSEE
    1125 12TH AVE S
    NASHVILLE,TN37203
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 100,000
    ORANGE HEART MEDAL PROJECT
    13833 OWENS CHAPEL RD
    SPRINGFIELD,TN37172
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 3,000
    OUR KIDS
    1804 HAYES STREET
    NASHVILLE,TN37203
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 25,000
    OZ ARTS
    6172 COCKRILL BEND CIRCLE
    NASHVILLE,TN37209
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 10,000
    PENCIL FOUNDATION
    7199 COCKRILL BEND BLVD
    NASHVILLE,TN37209
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 30,000
    PET COMMUNITY CENTER
    943-B DOCTOR RICHARD G ADAMS DR
    NASHVILLE,TN37207
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 5,000
    PINSON HOSPITAL HOSPITALITY HOUSE
    C/O HOSPITAL HOSPITALITY HOUSE
    NASHVILLE,TN37203
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 30,000
    POPE JOHN PAUL II HIGH SCHOOL
    117 CALDWELL DRIVE
    HENDERSONVILLE,TN37075
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 15,000
    PRESTON TAYLOR MINISTRIES
    PO BOX 90442
    NASHVILLE,TN37209
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 10,000
    PROJECT CONNECT
    PO BOX 295
    MADISON,TN37116
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 25,000
    PROJECT RETURN
    813 2ND AVENUE SOUTH
    NASHVILLE,TN37210
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 100,000
    PROJECT TRANSFORMATION TENNESSEE
    1008 19TH AVE S
    NASHVILLE,TN37212
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 12,000
    RENEWAL HOUSE
    PO BOX 280356
    NASHVILLE,TN372280356
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 40,000
    ROCKETOWN OF MIDDLE TN
    601 4TH AVE S
    NASHVILLE,TN37210
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 20,000
    ROCK THE STREET WALL STEET
    3523 TRIMBLE RD
    NASHVILLE,TN37215
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 7,500
    SADDLE UP
    1549 OLD HILLSBORO RD
    FRANKLIN,TN37069
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 5,000
    SAFE HAVEN FAMILY SHELTER
    1234 THIRD AVENUE SOUTH
    NASHVILLE,TN37210
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 65,000
    SALVUS CENTER
    556 HARTSVILLE PIKE
    GALLATIN,TN37066
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 40,000
    SECOND HARVEST FOOD BANK OF MIDDLE TENNESSEE
    331 GREAT CIRCLE ROAD
    NASHVILLE,TN37228
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 100,000
    SOUTHWEST TENNESSEE DEVELOPMENT DISTRICT
    102 E COLLEGE ST
    JACKSON,TN38301
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 208,110
    SEXUAL ASSAULT CENTER
    101 FRENCH LANDING DRIVE
    NASHVILLE,TN37228
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 85,000
    SILOAM HEALTH
    820 GALE LANE
    NASHVILLE,TN37204
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 100,000
    SONGS FOR SOUND
    5648 TRACESIDE DRIVE
    NASHVILLE,TN37221
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 10,000
    SOUTHEASTERN COUNCIL OF FOUNDATIONS
    50 HURT PLAZA SUITE 350
    ATLANTA,GA30303
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 5,150
    SOUTHERN WORD
    1704 CHARLOTTE AVE STE 200
    NASHVILLE,TN37203
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 5,000
    SPECIAL NEEDS SPORTS FOUNDATION
    138 HEDGELAWN DR
    HENDERSONVILLE,TN37075
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 3,000
    ST LUKE'S COMMUNITY HOUSE
    5601 NEW YORK AVENUE
    NASHVILLE,TN37209
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 30,000
    STARS NASHVILLE
    1704 CHARLOTTE AVENUE
    NASHVILLE,TN37203
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 85,000
    STRICK'S GIFT
    3900 WEST END AVENUE
    NASHVILLE,TN37205
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 4,000
    SUMNER CHILD ADVOCACY CENTER
    315 W SMITH ST
    GALLATIN,TN37066
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 26,000
    SYCAMORE INSTITUTE
    150 4TH AVENUE NORTH SUITE 1870
    NASHVILLE,TN37219
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 20,000
    TEACH FOR AMERICA NASHVILLE-CHATTANOOGA
    123 E 7TH ST STE 302
    CHATTANOOGA,TN37402
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 40,000
    TENNESSEE BREAST CANCER COALITION
    106 MISSION CT STE 602
    FRANKLIN,TN37067
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 5,000
    TENNESSEE COALITION TO END DOMESTIC AND SEXUAL VIOLENCE
    2 INTERNATIONAL PLAZA DR
    NASHVILLE,TN37217
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 5,000
    TENNESSEE ENVIRONMENTAL COUNCIL
    1 VANTAGE WAY STE E250
    NASHVILLE,TN37228
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 7,500
    TENNESSEE HISTORICAL SOCIETY
    305 6TH AVE N
    NASHVILLE,TN37243
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 4,000
    TENNESSEE INNOCENCE PROJECT
    42 RUTLEDGE ST
    NASHVILLE,TN37210
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 2,500
    TENNESSEE JUSTICE CENTER
    211 7TH AVE N STE 100
    NASHVILLE,TN37219
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 30,000
    TENNESSEE JUSTICE FOR OUR NEIGHBORS
    2195 NOLENSVILLE ROAD
    NASHVILLE,TN37211
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 15,000
    TENNESSEE KIDNEY FOUNDATION
    37 PEABODY ST STE 206
    NASHVILLE,TN37210
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 20,000
    TENNESSEE MEDICAL FOUNDATION
    5141 VIRGINIA WAY SUITE 110
    BRENTWOOD,TN37027
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 15,000
    TENNESSEE PERFORMING ARTS CENTER
    PO BOX 190660
    NASHVILLE,TN372190660
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 20,000
    TENNESSEE PRISON OUTREACH MINISTRY
    136 RAINS AVENUE
    NASHVILLE,TN37203
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 55,000
    TENNESSEE SENIOR OLYMPICS
    PO BOX 681
    MOUNT JULIET,TN37121
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 10,000
    TENNESSEE WILDLIFE FEDERATION
    300 ORLANDO AVE
    NASHVILLE,TN37209
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 15,000
    THE CONTRIBUTOR
    PO BOX 332023
    NASHVILLE,TN37203
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 15,000
    THE STORE
    2009 12TH AVE S
    NASHVILLE,TN37212
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 25,000
    THE VICTOR S JOHNSON III NASHVILLE CHILDREN'S ALLIANCE
    610 MURFRESSBORO PIKE
    NASHVILLE,TN37210
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 50,000
    THISTLE FARMS
    5122 CHARLOTTE PIKE
    NASHVILLE,TN37209
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 50,000
    TUCKER'S HOUSE
    201 BEASLEY DR
    FRANKLIN,TN37064
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 5,000
    UNIVERSITY SCHOOL OF NASHVILLE
    2000 EDGEHILL AVENUE
    NASHVILLE,TN37212
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 15,000
    UPRISE NASHVILLE
    235 WHITE BRIDGE PIKE
    NASHVILLE,TN37209
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 15,000
    URBAN GREEN LAB
    1310 CLINTON STREET SUITE 205
    NASHVILLE,TN37203
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 7,500
    WATKINS COLLEGE OF ART AT BELMONT
    1900 BELMONT BLVD
    NASHVILLE,TN37212
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 5,000
    WAYNE REED CHRISTIAN CHILDCARE CENTER
    11-B LINDSLEY AVE
    NASHVILLE,TN37210
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 25,000
    WELCOME HOME MINISTRIES
    PO BOX 100183
    NASHVILLE,TN37224
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 50,000
    WESTMINSTER HOME CONNECTION
    3900 WEST END AVENUE
    NASHVILLE,TN37205
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 35,000
    WOW TRANSITION HOUSE
    PO BOX 1725
    ANTIOCH,TN37013
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 12,000
    YOUNG LEADERS COUNCIL
    2200 21ST AVE S STE 260
    NASHVILLE,TN37212
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 5,000
    YOUNG LIFE SUMNER COUNTY
    PO BOX 520
    COLORADO SPRINGS,CO80901
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 2,500
    YOUTH ENCOURAGEMENT SERVICES
    521 MCIVER STREET
    NASHVILLE,TN37211
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 30,000
    YOUTH VILLAGES
    3310 PERIMETER HILL DRIVE
    NASHVILLE,TN37211
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 25,000
    YWCA NASHVILLE AND MIDDLE TENNESSEE
    1608 WOODMONT BOULEVARD
    NASHVILLE,TN37215
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 40,000
    YWCA OF NASHVILLE AND MIDDLE TN
    1608 WOODMONT BOULEVARD
    NASHVILLE,TN37215
    NONE PUBLIC TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY 100,000
    Total .................................bullet 3a 5,723,060
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........
        14 137,779  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 -129,695  
    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 20,481,376  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aNET ORDINARY LOSS FROM K-1S
        14 -6,494  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 25,392,167 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    25,392,167
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    THE MEMORIAL FOUNDATION
     
    Employer identification number

    62-1202302
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    THE MEMORIAL FOUNDATION
     
    Employer identification number
    62-1202302
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    SENIORTRUST OF FLORIDA INC
     
    555 GREAT CIRCLE ROAD
     
    NASHVILLE, TN37228

    $ 832,434


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    THE MEMORIAL FOUNDATION
     
    Employer identification number

    62-1202302
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    THE MEMORIAL FOUNDATION
     
    Employer identification number

    62-1202302
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE MEMORIAL FOUNDATION
    EIN:
    62-1202302
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    LIMITED PARTNERSHIPS FMV 4,773,251 4,773,251
    HEDGE FUNDS FMV 35,748,348 35,748,348
    PUBLICLY TRADED SECURITIES AT COST 92,380,968 92,380,968

    TY 2021 LegalFeesSchedule
    Name:
    THE MEMORIAL FOUNDATION
    EIN:
    62-1202302
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 1,078 0   696


    TY 2021 OtherDecreasesSchedule
    Name:
    THE MEMORIAL FOUNDATION
    EIN:
    62-1202302
    Description Amount
    UNREALIZED GAIN/LOSS 9,254,866


    TY 2021 OtherExpensesSchedule
    Name:
    THE MEMORIAL FOUNDATION
    EIN:
    62-1202302
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    COMPUTER SERVICES 16,938 0   15,244
    SUPPLIES 4,716 0   4,244
    UTILITIES 5,378 0   4,840
    INSURANCE 28,520 0   25,668
    MEETINGS & EDUCATION 13,019 0   11,717
    OTHER EXPENSES 36,785 0   33,108
    LOAN GUARANTEE EXPENSE 48,666 0   48,666
    COMMISSIONS 135,175 135,175   0
    UTILITIES 59,596 59,596   0
    JANITORIAL & CLEANING 18,898 18,898   0
    SECURITY 1,175 1,175   0
    LANDSCAPING 17,340 17,340   0
    LICENSES & PERMITS 300 300   0
    INSURANCE 5,256 5,256   0
    REPAIRS & MAINTENANCE 27,827 27,827   0
    MISCELLANEOUS EXPENSES 1,121 1,121   0


    TY 2021 OtherIncomeSchedule2
    Name:
    THE MEMORIAL FOUNDATION
    EIN:
    62-1202302
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    NET ORDINARY LOSS FROM K-1S -6,494 -6,494 -6,494


    TY 2021 OtherLiabilitiesSchedule
    Name:
    THE MEMORIAL FOUNDATION
    EIN:
    62-1202302
    Description Beginning of Year - Book Value End of Year - Book Value
    SECURITY DEPOSIT PAYABLE 56,715 0
    ACCRUED INVESTMENT FEES 148,215 169,322
    LOAN GUARANTEE 0 48,666


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE MEMORIAL FOUNDATION
    EIN:
    62-1202302
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROFESSIONAL FEES 93,158 0   60,176
    INVESTMENT MANAGEMENT FEES 1,094,333 1,094,333   0
    MANAGEMENT EXPENSES 13,005 13,005   0


    TY 2021 TaxesSchedule
    Name:
    THE MEMORIAL FOUNDATION
    EIN:
    62-1202302
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROPERTY & PERSONALTY TAXES 306 0   275
    FRANCHISE AND EXCISE TAXES 340,000 0   0
    FOREIGN TAX 11,493 11,493   0
    PAYROLL TAX 41,940 0   36,345
    REAL ESTATE TAX 38,078 38,078   0