Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
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 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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$52,028,327J 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 right arrow.............
3 Interest on savings and temporary cash investments 186,657 186,657  
4 Dividends and interest from securities... 629,706 629,706  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,512,326
b Gross sales price for all assets on line 6a 8,704,883
7 Capital gain net income (from Part IV, line 2)... 2,512,326
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
List of Attached Documents:
// Content
324,760 391,886  
12 Total. Add lines 1 through 11........ 3,653,449 3,720,575  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 249,943 0   227,177
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 28,157 0   24,059
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
28,400 0   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
37,786 0   23,144
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
147,496 30,343   16,582
19 Depreciation (attach schedule) and depletion... 600 0  
20 Occupancy.............. 14,736 0   12,526
21 Travel, conferences, and meetings....... 13,323 0   11,325
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
673,766 621,158   45,015
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,194,207 651,501   359,828
25 Contributions, gifts, grants paid....... 1,860,470 1,860,470
26 Total expenses and disbursements. Add lines 24 and 25 3,054,677 651,501   2,220,298
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 598,772
b Net investment income (if negative, enter -0-) 3,069,074
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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......... 1,647,323 3,016,653 3,016,653
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 4,510,335 Click to see attachment
List of Attached Documents:
// Content
2,850,870 		4,672,217
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 34,911,420 Click to see attachment
List of Attached Documents:
// Content
35,324,253 		44,339,457
14 Land, buildings, and equipment: basis right arrow7,269
Less: accumulated depreciation (attach schedule) right arrow7,269 600 0 0
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 41,069,678 41,191,776 52,028,327
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 41,069,678 41,191,776
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)..... 41,069,678 41,191,776
30 Total liabilities and net assets/fund balances (see instructions). 41,069,678 41,191,776
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
41,069,678
2
Enter amount from Part I, line 27a .....................
2
598,772
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
41,668,450
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
476,674
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
41,191,776
Form 990-PF (2022)
Form 990-PF (2022)
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   2022-12-31
b K-1: INTERNATIONAL EQUITY COMMON TRUST FUND P   2022-12-31
c K-1: DTC PRIVATE EQUITY IV, LP P   2022-12-31
d K-1: DTC PRIVATE EQUITY IV, LP P   2022-12-31
e K-1: DTC PRIVATE EQUITY V, LP P   2022-12-31
K-1: DTC PRIVATE EQUITY V, LP P   2022-12-31
K-1: METROPOLITAN REAL ESTATE PARTNERS GLOBAL V, LP P   2022-12-31
K-1: METROPOLITAN REAL ESTATE PARTNERS GLOBAL V, LP P   2022-12-31
K-1: METROPOLITAN REAL ESTATE PARTNERS SECONDARY FUND, LP P   2022-12-31
K-1: DTC SHORT DURATION FIXED INCOME COMMON TRUST FUND P   2022-12-31
K-1: DTC SHORT DURATION FIXED INCOME COMMON TRUST FUND P   2022-12-31
K-1: CORE FIXED INCOME COMMON TRUST FUND P   2022-12-31
K-1: CORE FIXED INCOME COMMON TRUST FUND P   2022-12-31
K-1: DTC PRIVATE EQUITY VI-Q, LP P   2022-12-31
K-1: DTC PRIVATE EQUITY VI-Q, LP P   2022-12-31
K-1: DTC US CORE EQUITY CTF P   2022-12-31
K-1: DTC US CORE EQUITY CTF P   2022-12-31
K-1: AEW PARTNERS FUND VIII FEEDER LP P   2022-12-31
DIVERSIFIED TRUST COMPANY 1016 ST COVERED P   2022-12-31
DIVERSIFIED TRUST COMPANY 1016 LT COVERED P   2022-12-31
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     407,234 -407,234
b 51,501     51,501
c     294 -294
d     74,554 -74,554
e 13,688     13,688
680,719     680,719
193     193
19,242     19,242
12,979     12,979
    5,467 -5,467
    3,476 -3,476
    55,414 -55,414
    39,711 -39,711
6,724     6,724
404,416     404,416
    48,362 -48,362
48,850     48,850
41     41
2,557,099   2,786,065 -228,966
4,272,853   2,771,980 1,500,873
636,578     636,578
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       -407,234
b       51,501
c       -294
d       -74,554
e       13,688
      680,719
      193
      19,242
      12,979
      -5,467
      -3,476
      -55,414
      -39,711
      6,724
      404,416
      -48,362
      48,850
      41
      -228,966
      1,500,873
      636,578
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 2,512,326
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 42,660
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 42,660
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 42,660
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 57,080
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 40,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 97,080
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 442
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 53,978
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow53,978 Refundedright arrow 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowTN
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrowWWW.MADDOXFUND.ORG
14
The books are in care ofright arrowREV MARY K FRISKICS-WARREN Telephone no.right arrow (615) 481-8787

Located atright arrow100 TAYLOR STREET A-20NASHVILLETN ZIP+4right arrow37208
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
MOLLIE SEHRING CHAIR
1.00 		0 0 0
100 TAYLOR STREET SUITE A-20
NASHVILLE,TN37208
JAMAAL SHEATS VICE-CHAIR
1.00 		0 0 0
100 TAYLOR STREET SUITE A-20
NASHVILLE,TN37208
TOMMYE MADDOX SECRETARY/TREASURER
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
INDIRA DAMMU TRUSTEE
1.00 		0 0 0
100 TAYLOR STREET SUITE A-20
NASHVILLE,TN37208
ANA ESCOBAR TRUSTEE
1.00 		0 0 0
100 TAYLOR STREET SUITE A-20
NASHVILLE,TN37208
DAVID ESQUIVEL TRUSTEE
1.00 		0 0 0
100 TAYLOR STREET SUITE A-20
NASHVILLE,TN37208
LAUREN FITZGERALD 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
HERMAN HICKS TRUSTEE
1.00 		0 0 0
100 TAYLOR STREET SUITE A-20
NASHVILLE,TN37208
JIMMIE JOHNSON TRUSTEE
1.00 		0 0 0
100 TAYLOR STREET SUITE A-20
NASHVILLE,TN37208
HASINA MOHYUDDIN TRUSTEE
1.00 		0 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
MARY K FRISKICS-WARREN EXECUTIVE DIRECTOR
40.00 		151,775 15,181 0
100 TAYLOR STREET SUITE A-20
NASHVILLE,TN37208
JOSEPH GUTIERREZ PROGRAM OFFICER
40.00 		96,098 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...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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
DIVERSIFIED TRUST INVESTMENT ADVISOR 163,593
TWO AMERICAN CENTER 3100 WEST END
NASHVILLE,TN372031464
Total number of others receiving over $50,000 for professional services.............right arrow0
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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
51,796,910
b
Average of monthly cash balances.......................
1b
2,301,544
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
54,098,454
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
54,098,454
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
811,477
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
53,286,977
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,664,349
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
2,664,349
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
42,660
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
42,660
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,621,689
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,621,689
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
2,621,689
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
2,220,298
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
2,220,298
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 2,621,689
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 916,015
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 2,220,298
a Applied to 2021, but not more than line 2a 916,015
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 2022 distributable amount..... 1,304,283
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		1,317,406
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 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 right arrow
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.MADDOXFUND.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.MADDOXFUND.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.MADDOXFUND.ORG DURING THE GRANT SEASON.
Form 990-PF (2022)
Form 990-PF (2022)
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


P O BOX 280837
NASHVILLE,TN37228 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 40,000
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. 24,500
AWAKE


1615 FATHERLAND ST
NASHVILLE,TN37206 		NONE PUBLIC TO SUPPORT PARTICIPATION 8,000
BACKFIELD IN MOTION


920 WOODLAND ST
NASHVILLE,TN37206 		NONE PUBLIC TO SUPPORT THE EXTENDED LEARNING PROGRAM 25,000
BETHLEHEM CENTERS OF NASHVILLE


1417 CHARLOTTE AVENUE
NASHVILLE,TN37203 		NONE PUBLIC TO PROVIDE COVID-RELATED SAFETY EQUIPMENT 13,000
BIG BROTHERSBIG SISTERS OF MID-TN


1704 CHARLOTTE AVE STE 130
NASHVILLE,TN37203 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 30,000
BOOK 'EM


161 RAINS AVE
NASHVILLE,TN37203 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 10,000
BOYS GIRLS CLUB OF MAURY CO


210 W 8TH ST
COLUMBIA,TN38401 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT FOR SUMMER PROGRAM 10,000
CENTER FOR NONPROFIT MANAGEMENT


37 PEABODY ST STE 201
NASHVILLE,TN37210 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 1,170
COMMUNITIES IN SCHOOLS OF TENNESSEE


1207 18TH AVENUE SOUTH
NASHVILLE,TN37212 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 36,000
COMMUNITY FOUNDATION OF MIDDLE TN


3833 CLEGHORN AVE
NASHVILLE,TN37215 		NONE PUBLIC TO SUPPORT GIVINGMATTERS.COM. 5,000
CONEXION AMERICAS


18TH AVE S STE A
NASHVILLE,TN37203 		NONE PUBLIC TO SUPPORT YOUTH AND EDUCATION PROGRAMS 40,000
CONFLUENCE PHILATHROPY


209 W 29TH ST BOX 6169
NEW YORK,NY10001 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 1,500
CREATIVE GIRLS ROCK


1718 CHURCH ST UNIT 330812
NASHVILLE,TN37203 		NONE PUBLIC TO SUPPORT YOUNG NONPROFIT PROFESSIONAL DEVELOPMENT 1,000
CROSSROADS PETS- SHOPS ADOPT


707 MONROE STREET
NASHVILLE,TN37208 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 40,000
CUMBERLAND RIVER COMPACT


2 VICTORY AVENUE STE 300
NASHVILLE,TN37213 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT 30,000
D-Y-M-O-N IN THE ROUGH


208 TRAILWAY CIR
NASHVILLE,TN37207 		NONE PUBLIC TO SUPPORT THE AFTERSCHOOL PROGRAM 25,000
EAST NASHVILLE HOPE EXCHANGE


3700 WOODMONT BLVD
NASHVILLE,TN37215 		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 14,000
ELMAHABA CENTER


705 AYLESFORD CT
FRANKLIN,TN37069 		NONE PUBLIC TO SUPPORT YOUTH PROGRAMMING 15,000
EQUAL CHANCE FOR EDUCATION


73 WHITE BRIDGE RD STE 103 351
NASHVILLE,TN37205 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 40,000
FATHER RYAN HIGH SCHOOL


3211 4TH SE NE
WASHINGTON,DC20017 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT 500
FISK UNIVERSITY


1000 SEVENTEENTH AVENUE NORTH
NASHVILLE,TN372083051 		NONE PUBLIC TO SUPPORT THE YOUTH OUTDOOR PROGRAM 25,000
FRANKTOWN OPEN HEARTS


412 CUMMINS STREET
FRANKLIN,TN37064 		NONE PUBLIC TO SUPPORT THE OUTDOORS PROJECT 6,000
FRIENDS OF MILL RIDGE PARK


5333 HICKORY HOLLOW PARKWAY
ANTIOCH,TN37013 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 25,000
FROM THE HEART INTERNATIONAL


8120 SAWYER BROWN RD
NASHVILLE,TN37221 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 5,000
FUTURO INC


301 S PERIMETER PARK DR
NASHVILLE,TN37211 		NONE PUBLIC TO SUPPORT 2022 STUDENT RECRUITMENT 10,000
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 CORE MISSION SUPPORT AND SUPPORT GID UNIVERITY. 50,000
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. 25,000
GLSEN


110 WILLIAM ST 30TH FLOOR
NEW YORK,NY10038 		NONE PUBLIC TO PROVIDE CAPACITY BUILDING SUPPORT 2,500
GOVERNOR'S EARLY LITERARY FOUNDATIO


312 ROSA PARKS AVE 27TH FLOOR
NASHVILLE,TN37243 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 25,000
GRANTMAKERS CONCERNED WITH IMMIGRAN


PO BOX 2178
PETALUMA,CA94953 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 2,500
GRANTMAKERS FOR EFFECTIVE ORGANIZAT


1310 L STREET NW SUITE 650
WASHINGTON,DC30005 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 1,390
HANDS ON NASHVILLE


2525 PERIMETER PLACE DR STE 121
NASHVILLE,TN37214 		NONE PUBLIC TO SUPPORT THE STROBEL AWARDS AND AMERICORPS PROGRAM 50,000
HARPETH CONSERVANCY


215 JAMESTOWN PARK SUITE 101
NASHVILLE,TN37027 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 28,000
HIGHLANDER RESEARCH EDUCATION CENTE


1959 HIGHLANDER WAY
NEW MARKET,TN37820 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 1,000
HOMEWORK HOTLINE


4805 PARK AVENUE
NASHVILLE,TN37209 		NONE PUBLIC OPPORTUNITY GRANT FOR TECHNOLOGY TO ENHANCE TUTORING SERVICES 30,000
HORIZONS UNIVERSITY SCHOOL OF NASHV


2000 EDGEHILL AVENUE
NASHVILLE,TN37212 		NONE PUBLIC TO SUPPORT THE HORIZONS AFTERSCHOOL PROGRAM 20,000
JUNIOR ECONOMIC CLUB


1318 N LA SALLE DR
CHICAGO,IL60610 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT 3,000
LAUNCH MENTORSHIP


1613 MALLARD CREEK COURT
ANTIOCH,TN37013 		NONE PUBLIC TO SUPPORT SUMMER COLLGE PREP PROGRAM 5,000
LAUNCH PAD


PO BOX 330569
NASHVILLE,TN37203 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 47,000
LEGACY MISSION VILLAGE


6420 JOHNSON CHAPEL ROAD W
BRENTWOOD,TN37027 		NONE PUBLIC TO SUPPORT JOURNEY REFUGEE YOUTH SERVICES 25,000
LEWIS COUNTY HISTORICAL SOCIETY


108 EAST MAIN ST
HOHENWALD,TN38462 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT 12,800
LIPSCOMB UNIVERSITY


ONE UNIVERSITY PARK DRIV
NASHVILLE,TN37204 		NONE PUBLIC TO SUPPORT THE PIONERO SCHOLARS PROGRAM TO INCREASE TEACHER DIVERSITY IN MNPS 15,000
MCNEILLY CENTER FOR CHILDREN INC


100 MERIDIAN ST
NASHVILLE,TN37207 		NONE PUBLIC TO SUPPORT THE PRE-KINDERGARTEN PROGRAM. 9,000
MONROE HARDING INC


1 VANTAGE WAY STE C165
NASHVILLE,TN37228 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT 25,000
MOSAIC CHANGEMAKERS


PO BOX 90221
NASHVILLE,TN37209 		NONE PUBLIC TO PROVIDE PROGRAM SUPPORT FOR MOSAIC FELLOWSHIP 25,000
MURFREESBORO MUSLIM YOUTH


PO BOX 330735
MURFREESBORO,TN37133 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT 5,000
NASHVILLE FREEDOM SCHOOL PARTNERSHI


104 FITZPATRICK COURT
NASHVILLE,TN37214 		NONE PUBLIC TO SUPPORT STRATEGIC PLANNING. 20,000
NASHVILLE INTERNATIONAL CENTER FOR


417 WELSHWOOD DR SUITE 100
NASHVILLE,TN37211 		NONE PUBLIC TO SUPPORT THE YOUTH IMPACT PROGRAM. 30,000
NASHVILLE ORGANIZED FOR ACTION AND


PO BOX 331144
NASHVILLE,TN37203 		NONE PUBLIC TO SUPPORT THE ORGANIZING YOUTH IN SCHOOLS PROJECT 20,000
NASHVILLE PEACE AND JUSTICE CENTER


530 26TH AVE N
NASHVILLE,TN37209 		NONE PUBLIC TO SUPPORT THE SUNRISE MOVEMENT 13,500
NASHVILLE PEACEMAKERS


830 FESSLERS PARKWAY SUITE 106
NASHVILLE,TN37210 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT 10,000
NASHVILLE PUBLIC EDUCATION FOUNDATI


1207 18TH AVENUE SOUTH SUITE 202
NASHVILLE,TN37212 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 10,000
NASHVILLE PUBLIC LIBRARY FOUNDATION


615 CHURCH STREET
NASHVILLE,TN37219 		NONE PUBLIC TO SUPPORT CAPACITY BUILDING AND PROFESSIONAL DEVELOPMENT FOR NAZA 25,000
NASHVILLE TEACHER RESIDENCY


1224 MARTIN STREET
NASHVILLE,TN37203 		NONE PUBLIC TO SUPPORT THE TEACHER RESIDENCY PROGRAM 32,000
NATIONS MINISTRY CENTER


PO BOX 128154
NASHVILLE,TN37212 		NONE PUBLIC TO PROVIDE COVID-19 SUPPLIES 16,000
NATIVE AMERICAN INDIAN ASSOCIATION


230 SPENCE LN
NASHVILLE,TN37210 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT 5,000
NATURE CONSERVANCY TENNESSEE CHAPTE


2 MARYLAND WAY SUITE 150
BRENTWOOD,TN37027 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 15,000
OASIS CENTER


1704 CHARLOTTE AVE STE 200
NASHVILLE,TN37203 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 50,000
ONE WILLCO


PO BOX 88
THOMPSONS STN,TN37179 		NONE PUBLIC TO PROVIDE CAPACITY BUILDING SUPPORT 5,000
PENCIL FOUNDATION


7199 COCKRILL BEND BLVD
NASHVILLE,TN37209 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 30,000
PERSIST NASHVILLE INC


1300 56TH AVENUE NORTH
NASHVILLE,TN37209 		NONE PUBLIC TO SUPPORT METRO NASHVILLE PUBLIC SCHOOLS PERSISTENCE COACHING 26,000
PLANT THE SEED


710 PORTER ROAD
NASHVILLE,TN37206 		NONE PUBLIC TO SUPPORT GROWING TOGETHER. 3,000
RAPHAH INSTITUTE


3280 WOODPOINT DR
NASHVILLE,TN37207 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 25,000
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 PROVIDE CORE MISSION SUPPORT. 40,000
SONS


1102 10 AVE N
NASHVILLE,TN37208 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT 5,000
SOUTHEASTERN CENTER FOR COOPERATIVE


6207 CENTENNIAL BLVD
NASHVILLE,TN37209 		NONE PUBLIC TO SUPPORT CAPACITY BUILDING AND SUMMER PROGRAMMING 20,000
SOUTHEASTERN COUNCIL OF FOUNDATIONS


50 HURT PLAZA STE 350
ATLANTA,GA30303 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT 9,710
SOUTHERN MOVEMENT COMMITTEE


2201 GILMORE CROSSING LN
NASHVILLE,TN37218 		NONE PUBLIC TO PROVIDE CAPACITY BUILDING SUPPORT 10,000
SOUTHERN WORD INC


1704 CHARLOTTE AVENUE SUITE 200
NASHVILLE,TN37203 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT 20,000
STARS


1704 CHARLOTTE AVE
NASHVILLE,TN37203 		NONE PUBLIC TO SUPPORT RESTORATIVE PRACTICE SUPPORT 3,000
TENNESEE AQUATIC PROJECT AND DEVELO


1309 JACKSON ST
NASHVILLE,TN37208 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT. 5,000
TENNESSEE EDUCATORS OF COLOR ALLIAN


1161 BUGGY CV
CLARKSVILLE,TN37043 		NONE PUBLIC 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 32,500
TENNESSEE IMMIGRANT AND REFUGEE RIG


3310 EZELL RD
NASHVILLE,TN37211 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT, YOUTH ORGANIZING AND FELLOWSHIP OPPORTUNITY. 41,500
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. 39,000
TENNESSEE WILDLIFE FEDERATION


300 ORLANDO AVE STE 200
NASHVILLE,TN37209 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT 40,000
TENNESSEE WOMEN IN GREEN


901 BROADWAY UNIT 22117
NASHVILLE,TN37202 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT 100
TENNGREEN LAND CONSERVANCY


1213A 16TH AVE S
NASHVILLE,TN37212 		NONE PUBLIC TO SUPPORT YOUNG NONPROFIT PROFESSIONAL DEVELOPMENT 1,000
THE FIND FAMILIES IN NEED OF DIRECT


2787 SMITH SPRINGS ROAD
NASHVILLE,TN37217 		NONE PUBLIC TO PROVIDE CAPACITY BUILDING SUPPORT 45,000
THE HIGHER EDUCATION INITIATIVE


1006 SHELBY AVE
NASHVILLE,TN37206 		NONE PUBLIC TO SUPPORT YOUNG NONPROFIT PROFESSIONAL DEVELOPMENT 1,000
TURNIP GREEN CREATIVE REUSE


407 HOUSTON ST
NASHVILLE,TN37203 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT 5,000
UNITED WAY OF METROPOLITAN NASHVILL


250 VENTURE CIRCLE
NASHVILLE,TN37228 		NONE PUBLIC TO SUPPORT THE BLUEPRINT FOR EARLY CHILDHOOD SUCCESS 25,100
URBAN GREEN LAB


PO BOX 68348
NASHVILLE,TN37206 		NONE PUBLIC TO SUPPORT THE ENVITONMENTAL JUSTICE PROGRAM 28,500
VOLUNTEER STATE SEAL OF BILITERACY


1014 LISCHEY AVE
NASHVILLE,TN37207 		NONE PUBLIC TO SUPPORT EQUITABLE TESTING SUPPORT FOR THE VOLUNTEER STATE SEAL OF BILITERACY 5,000
WHY WE CAN'T WAIT


220 NATHAN DRIVE
GOODLETTSVILLE,TN37072 		NONE PUBLIC TO PROVIDE COVID RELATED SUPPLIES FOR SUMMER PROGRAM 15,000
WOMEN OF COLOR COLLABORATIVE


113 JONESBURO CT
NASHVILLE,TN37214 		NONE PUBLIC TO SUPPORT BLACK GIRLS MATTER: THE STATE OF BLACK GIRLHOOD IN NASHVILLE PROJECT. 10,000
WORKERS' DIGNITY PROJECT


335 WHITSETT ROAD
NASHVILLE,TN37210 		NONE PUBLIC TO SUPPORT MUSIC CITY RIDERS UNITEDS YOUTH-LED ORGANIZING FOR PUBLIC TRANSIT 20,200
YOUNG MEN'S CHRISTIAN ASSOC OF MID-


1000 CHURCH STREET
NASHVILLE,TN37203 		NONE PUBLIC TO PROVIDE CORE MISSION SUPPORT 50,000
YOUTH INCORPORATED


4117 HILLSBORO PIKE SUITE 103-256
NASHVILLE,TN37215 		NONE PUBLIC TO SUPPORT CAMP YI YOUTH HUNTING PROGRAM 2020 10,000
YOUTH VILLAGES


3310 PERIMETER HILL DRIVE
NASHVILLE,TN37211 		NONE PUBLIC TO SUPPORT THE TRANSITIONAL LIVING PROGRAM. 7,000
YWCA


1608 WOODMONT BLVD
NASHVILLE,TN37215 		NONE PUBLIC TO SUPPORT THE GIRLS INC. PROGRAM. 48,000
Total .................................right arrow 3a 1,860,470
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
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 ........... 		    14 186,657  
4 Dividends and interest from securities ....     14 629,706  
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 2,512,326  
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 174 14 4,817  
bK-1: DTC SHORT DURATION     14    
cK-1: DTC PRIVATE EQ IV   3,709 14 50,916  
dK-1: METROPOLITAN REAL ESTATE SECONDARY 531390 -60,864 14 -41,810  
eK-1: CORE FIXED INCOME CTF     14    
fK-1: DTC PRIVATE EQ V   81,273 14 101,051  
gK-1: DTC PRIVATE EQ VI   -57,120 14 41,272  
hK-1: AEW PARTNERS FUND VIII FEEDER LP   -34,298 14 235,493  
iK-1: DTC US COCRE EQUITY CTF     14 147  
jK-1: INTERNATIONAL EQUITY COMMON TRUST FUND     14    
12 Subtotal. Add columns (b), (d), and (e) .. -67,126 3,720,575 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,653,449
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 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 28,400 0   0

TY 2022 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 FTSE ALL WORLD EX-US INDEX FUND 860,400 930,736
VANGUARD INSTITUTIONAL INDEX FD 1,432,715 3,232,325
VANGUARD SHORT TERM INFLATION PROJECTED SEC INDEX FUND 557,755 509,156

TY 2022 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
AEW PARTNERS FUN DVIII FEEDER, L.P. AT COST 237,237 616,131
DTC CORE FIXED INCOME CTF AT COST 3,029,913 2,735,935
DTC INTERNATIONAL EQUITY COMMON TRUST FUND AT COST 4,062,739 4,067,725
DTC PRIVATE EQUITY IV, LP AT COST 1,256,662 2,814,823
DTC PRIVATE EQUITY VI, LP AT COST 3,500,000 5,698,063
DTC PRIVATE EQUITY V-Q LP AT COST 2,631,212 6,002,211
DTC SHORT DURATION FIXED INCOME AT COST 747,910 727,019
GMO QUALITY FUND AT COST 6,039,507 5,700,879
METRO REAL ESTATE PARTNERS GLOBAL V, LP AT COST 275,155 429,325
METROPOLITAN REAL ESTATE PARTNERS SCIF AT COST 1,130,658 1,431,222
PALOMA INTERNATIONAL LTD AT COST 4,400,000 5,495,962
WINSTON GLOBAL AT COST 1,656,718 2,745,669
COLUMBIA STRATEGIC INCOME FUND AT COST 1,709,316 1,478,087
DTC US CORE EQUITY FUND CTF AT COST 4,647,226 4,396,406

TY 2022 OtherDecreasesSchedule
Name:
THE DAN AND MARGARET MADDOX FUND INC
EIN:
23-7017790
Description Amount
PARTNERSHIP PASS-THROUGH 476,674


TY 2022 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 8,469 0   6,352
INSURANCE 9,857 0   7,393
INVESTMENT EXPENSES 163,593 163,593   0
K-1: CORE FIXED INCOME 7,848 7,848   0
K-1: DTC PRIVATE EQUITY IV, LP 48,752 48,752   0
K-1: DTC PRIVATE EQUITY V-Q, LP 206,595 206,595   0
K-1: DTC SHORT DURATION FIXED INCOME 1,177 1,177   0
K-1: INTERNATIONAL EQUITY COMMON TRUST 27,656 27,656   0
K-1: METRO REAL ESTATE PARTNERS 6,820 6,820   0
K-1: METRO REAL ESTATE PARTNERS SECONDARY 18,189 18,189   0
MISCELLANEOUS 15,892 0   15,807
OFFICE EXPENSE 18,390 0   15,463
K-1: AEW PARTNERS FUND VIII FEEDER 2,582 2,582   0
K-1: DTC PRIVATE EQUITY VI-Q, LP 135,539 135,539   0
K-1: DTC US CORE EQUITY ETF 2,407 2,407   0


TY 2022 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 4,991 4,817 4,991
K-1: DTC PRIVATE EQ IV 54,625 50,916 54,625
K-1: METROPOLITAN REAL ESTATE SECONDARY -102,674 -41,810 -102,674
K-1: DTC PRIVATE EQ V 182,324 101,051 182,324
K-1: DTC PRIVATE EQ VI -15,848 41,272 -15,848
K-1: AEW PARTNERS FUND VIII FEEDER LP 201,195 235,493 201,195
K-1: DTC US COCRE EQUITY CTF 147 147 147


TY 2022 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 3,406 0   3,151
CONSULTANTS 34,380 0   19,993


TY 2022 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 18,183 0   16,582
FROM K-1'S: FOREIGN INCOME TAXES 28,483 28,483   0
FEDERAL INCOME TAXES PAID 98,970 0   0
FOREIGN INCOME TAX - FORM 1099 1,860 1,860   0