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 FRIST FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3100 WEST END AVE SUITE 1050
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NASHVILLE, TN37203
A Employer identification number

62-1134070
B Telephone number (see instructions)

(615) 292-3868
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$556,606,806
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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 48,142 48,142  
4 Dividends and interest from securities... 7,802,944 7,802,944  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 27,467,730
b Gross sales price for all assets on line 6a 90,707,522
7 Capital gain net income (from Part IV, line 2)... 13,675,059
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)....... 770,116 442,555  
12 Total. Add lines 1 through 11........ 36,088,932 21,968,700  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 394,876 19,988   374,888
14 Other employee salaries and wages...... 80,122 6,006   74,116
15 Pension plans, employee benefits....... 105,419 5,384   81,526
16a Legal fees (attach schedule)......... 6,510 0   4,640
b Accounting fees (attach schedule)....... 59,310 32,500   26,810
c Other professional fees (attach schedule).... 947,945 679,542   268,403
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 300,428 1,629   27,930
19 Depreciation (attach schedule) and depletion... 24,785 0  
20 Occupancy.............. 84,318 0   85,897
21 Travel, conferences, and meetings....... 11,285 0   10,010
22 Printing and publications.......... 2,917 0   2,917
23 Other expenses (attach schedule)....... 403,307 328,933   74,308
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,421,222 1,073,982   1,031,445
25 Contributions, gifts, grants paid....... 28,901,268 29,154,282
26 Total expenses and disbursements. Add lines 24 and 25 31,322,490 1,073,982   30,185,727
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,766,442
b Net investment income (if negative, enter -0-) 20,894,718
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......... 3,658,513 4,714,384 4,714,384
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.......... 5,650 515 515
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 159,136,293 Click to see attachment
List of Attached Documents:
// Content
149,233,308
503,107,474
c Investments—corporate bonds (attach schedule)....... 17,030,981 Click to see attachment
List of Attached Documents:
// Content
17,489,029
15,859,507
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).......... 17,690,924 Click to see attachment
List of Attached Documents:
// Content
25,157,161
32,011,703
14 Land, buildings, and equipment: basis right arrow266,940
Less: accumulated depreciation (attach schedule) right arrow47,888 23,640 Click to see attachment
List of Attached Documents:
// Content
219,052
219,052
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
582,013
Click to see attachment
List of Attached Documents:
// Content
694,171
Click to see attachment
List of Attached Documents:
// Content
694,171
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 198,128,014 197,507,620 556,606,806
Liabilities 17 Accounts payable and accrued expenses.......... 238,864 218,111
18 Grants payable................. 5,643,014 390,000
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) Click to see attachment
List of Attached Documents:
// Content
6,889,289
Click to see attachment
List of Attached Documents:
// Content
5,516,366
23 Total liabilities (add lines 17 through 22)......... 12,771,167 6,124,477
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........... 185,356,847 191,383,143
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........    
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)..... 185,356,847 191,383,143
30 Total liabilities and net assets/fund balances (see instructions). 198,128,014 197,507,620
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
185,356,847
2
Enter amount from Part I, line 27a .....................
2
4,766,442
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,259,854
4
Add lines 1, 2, and 3 ..........................
4
191,383,143
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
191,383,143
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 PUBLICLY TRADED SECURITIES      
b HCA HEALTHCARE, INC. (STOCK GRANT IN EXCESS OF BASIS) D 1982-04-19 2022-04-28
c HCA HEALTHCARE, INC. (STOCK GRANT IN EXCESS OF BASIS) D 1982-04-19 2022-05-02
d HCA HEALTHCARE, INC. (STOCK GRANT IN EXCESS OF BASIS) D 1982-04-19 2022-11-01
e BAIN CAPITAL ASIA II FUND, LP P 2004-06-24 2022-12-31
BAIN CAPITAL EUROPE FUND IV, LP P 2004-06-24 2022-12-31
BAIN CAPITAL FUND XI, LP P 2017-12-11 2022-12-31
BAIN CAPITAL FUND XII, L.P. P 2017-06-30 2022-12-31
BPG INVESTORS, L.P. P 2017-06-08 2022-12-31
GS CAPITAL PARTNERS V OFFSHORE, LP P 2017-12-11 2022-12-31
KKR GLOBAL FAMILY INVESTMENT PARTNERSHIP, LP P 2004-06-24 2022-12-31
MT KELLETT CAPITAL PARTNERS II ACCESS, LP P 2004-06-24 2022-12-31
WEST STREET CAPITAL PARTNERS VII-PARALLEL, L.P. P 2017-12-11 2022-12-31
WEST STREET CAPITAL PARTNERS VIII-PARALLEL, L.P. P 2020-10-28 2022-12-31
GS PETERSHILL II OFFSHORE LP P 2017-12-11 2022-12-31
NEW MOUNTAIN PARTNERS VI ACCESS OFFSHORE SCSP P 2021-03-01 2022-12-31
BROAD STREET REAL ESTATE CREDIT PARTNERS II OFFSHORE FEEDER FUND, LP P 2013-07-24 2022-12-31
TREMONT LITIGATION SETTLEMENT FUNDS P 2011-02-03 2022-12-31
DST OPPORTUNITIES IV ACCESS OFFSHORE LP P 2021-03-15 2022-12-31
GS PRIVATE EQUITY CO-INVESTMENT PARTNERS OFFSHORE SCSP P 2014-12-29 2022-12-31
SHEPHERD INVESTMENTS INTERNATIONAL LTD P 2004-06-24 2022-12-31
TPG TECH ADJACENCIES ACCESS OFFSHORE LP P 2018-11-19 2022-12-31
GS VINTAGE FUND III, OFFSHORE, LP P 2012-12-24 2022-12-31
GS VINTAGE FUND IV OFFSHORE, LP P 2012-12-24 2022-12-31
GS VINTAGE FUND VIII B OFFSHORE, LP P 2019-06-12 2022-12-31
GLOBAL PRIVATE OPPORTUNITIES PARTNERS II OFFSHORE SCSP P 2016-04-21 2022-12-31
ARES DIRECT LENDING OPPORTUNITIES ACCESS PARALLEL LLC P 2021-11-02 2022-12-31
GS VINTAGE FUND VII, OFFSHORE, LP P 2016-08-31 2022-12-31
INSIGHT VENTURE PARTNERS X ACCESS OFFSHORE LP P 2017-05-24 2022-12-31
SILVER POINT DISTRESSED OPPORTUNITIES P 2018-03-16 2022-12-31
DST OPPORTUNITIES II ACCESS OFFSHORE LP P 2018-08-24 2022-12-31
GS PRIVATE EQUITY CO-INVESTMENT PARTNERS II OFFSHORE SCSP P 2019-03-28 2022-12-31
GS CAPITAL PARTNERS V OFFSHORE, LP - LIQUIDATION P 2017-12-11 2022-12-31
BAIN CAPITAL EMPIRE HOLDINGS, L.P. P 2017-06-30 2022-10-31
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 65,617,187   58,616,069 7,001,118
b 4,057,933   4,057,933 0
c 4,874,390   4,874,390 0
d 4,914,560   4,914,560 0
e 160,643   196,306 -35,663
760,790     760,790
112,038     112,038
199,102     199,102
1,096,278   76,349 1,019,929
      0
223     223
3,297   23,786 -20,489
1,198,049   486,248 711,801
13,046   14,200 -1,154
      0
9,091   300 8,791
192,174   204,546 -12,372
539,768     539,768
32,439   32,439 0
470,242   112,659 357,583
22,962   19,617 3,345
721,451   310,438 411,013
187,060   52,366 134,694
247,305   45,071 202,234
272,203   196,002 76,201
722,299   157,789 564,510
1,106,632   1,106,632 0
1,067,604   611,267 456,337
190,143   76,688 113,455
724,212   724,212 0
82,038   45,941 36,097
80,573   52,803 27,770
801,020     801,020
230,770   23,852 206,918
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       7,001,118
b       0
c       0
d       0
e       -35,663
      760,790
      112,038
      199,102
      1,019,929
      0
      223
      -20,489
      711,801
      -1,154
      0
      8,791
      -12,372
      539,768
      0
      357,583
      3,345
      411,013
      134,694
      202,234
      76,201
      564,510
      0
      456,337
      113,455
      0
      36,097
      27,770
      801,020
      206,918
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 13,675,059
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) 1 290,437
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........................... 3 290,437
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- ..... 5 290,437
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 269,579
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.............. 7 309,579
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
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 19,142
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow19,142 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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.FRISTFOUNDATION.ORG
14
The books are in care ofright arrowTHE FRIST FOUNDATION Telephone no.right arrow (615) 292-3868

Located atright arrow3100 WEST END AVE SUITE 1050NASHVILLETN ZIP+4right arrow37203
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)
Yes
 
(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
 
No
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
THOMAS F FRIST JR DIRECTOR EMERITUS
1.00
0 0 0
3100 WEST END AVE SUITE 1050
NASHVILLE,TN37203
THOMAS F FRIST III DIRECTOR
1.00
0 0 0
3100 WEST END AVE SUITE 1050
NASHVILLE,TN37203
WILLIAM R FRIST CHAIRMAN
1.00
0 0 0
3100 WEST END AVE SUITE 1050
NASHVILLE,TN37203
PATRICIA FRIST ELCAN DIRECTOR
1.00
0 0 0
3100 WEST END AVE SUITE 1050
NASHVILLE,TN37203
CHARLES ELCAN DIRECTOR
1.00
0 0 0
3100 WEST END AVE SUITE 1050
NASHVILLE,TN37203
JENNIFER FRIST DIRECTOR
1.00
0 0 0
3100 WEST END AVE SUITE 1050
NASHVILLE,TN37203
JULIE FRIST DIRECTOR
1.00
0 0 0
3100 WEST END AVE SUITE 1050
NASHVILLE,TN37203
LAUREN ELCAN INGRAM DIRECTOR
1.00
0 0 0
3100 WEST END AVE SUITE 1050
NASHVILLE,TN37203
CORINNE BERGERON EXECUTIVE DIRECTOR AND CEO
40.00
250,000 27,900 0
3100 WEST END AVE SUITE 1050
NASHVILLE,TN37203
COLETTE EASTER TREASURER
24.00
74,876 27,616 0
3100 WEST END AVE SUITE 1050
NASHVILLE,TN37203
ANNE REEVES AXE SECRETARY
40.00
70,000 29,328 0
3100 WEST END AVE SUITE 1050
NASHVILLE,TN37203
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
FMC CPAS PLLC AUDIT, ACCTG, & TAX 59,310
3100 WEST END AVENUE - SUITE 700
NASHVILLE,TN37203
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
552,057,210
b
Average of monthly cash balances.......................
1b
2,834,492
c
Fair market value of all other assets (see instructions)................
1c
871,359
d
Total (add lines 1a, b, and c).........................
1d
555,763,061
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
555,763,061
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
8,336,446
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
547,426,615
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
27,371,331
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
27,371,331
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
290,437
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
290,437
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
27,080,894
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
27,080,894
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
27,080,894
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
30,185,727
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
30,185,727
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 27,080,894
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 16,639,345
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$ 30,185,727
a Applied to 2021, but not more than line 2a 16,639,345
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..... 13,546,382
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 ..........
13,534,512
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:
THE FRIST FOUNDATION
3100 WEST END AVE SUITE 1050
NASHVILLE,TN37203
(615) 292-3868
bThe form in which applications should be submitted and information and materials they should include:
WHILE THERE ARE NO DEADLINES ON GENERAL GRANT APPLICATIONS, LARGER GRANTS ARE TYPICALLY APPROVED AT BOARD MEETINGS TAKING PLACE IN JANUARY, APRIL, JULY AND OCTOBER. DEPENDING ON THE TIMING OF SUBMISSION OF A GRANT APPLICATION, IT COULD TAKE AS LONG AS THREE MONTHS FOR GRANT APPROVAL. THESE GRANTS CAN RANGE FROM $1,000 TO $250,000, WITH A TYPICAL GRANT RANGING FROM $3,000 TO $20,000. THE FRIST FOUNDATION AWARDS OF ACHIEVEMENT ARE DISTRIBUTED EACH FALL FOLLOWING AN EVALUATION PROCESS ADMINISTERED BY THE CENTER FOR NONPROFIT MANAGEMENT. APPLICANTS MAY OBTAIN INFORMATION NEEDED TO APPLY FOR A GRANT AT OUR WEBSITE: WWW.FRISTFOUNDATION.ORG.
cAny submission deadlines:
GENERAL GRANTS ARE GIVEN THROUGHOUT THE YEAR. THERE ARE NO DEADLINES ON GENERAL GRANT APPLICATIONS.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
FOR LEGAL REASONS, THE FOUNDATION DOES NOT SUPPORT INDIVIDUALS OR THEIR PROJECTS, PRIVATE FOUNDATIONS, POLITICAL ACTIVITIES, ADVERTISING OR SPONSORSHIPS. AS A MATTER OF POLICY, THE FOUNDATION DOES NOT ORDINARILY SUPPORT: *RECURRING EXPENSES FOR OPERATIONS, PROGRAMS OR SALARIES, EXCEPT AS DESCRIBED EARLIER. *PROJECTS, PROGRAMS, OR ORGANIZATIONS THAT SERVE A LIMITED AUDIENCE OR A RELATIVELY SMALL NUMBER OF PEOPLE. *ORGANIZATIONS THAT HAVE BEEN IN BUSINESS FOR FEWER THAN THREE YEARS. *ENDOWMENTS OR SCHOLARSHIPS. *SOCIAL OR FUNDRAISING EVENTS. *BIOMEDICAL OR CLINICAL RESEARCH. *SCHOOLS BELOW THE COLLEGE LEVEL, EXCEPT FOR PROJECTS INTENDED TO SERVE THE BROADER COMMUNITY. *HOSPITALS OR NURSING HOMES. *ORGANIZATIONS WHOSE PRINCIPAL IMPACT IS OUTSIDE MIDDLE TENNESSEE. *RELIGIOUS ORGANIZATIONS FOR RELIGIOUS PURPOSES.
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

ABINTRA MONTESSORI SCHOOL

914 DAVIDSON DRIVE
NASHVILLE,TN37205
N/A PC GENERAL MATCHING SUPPORT 100

AGAPE ANIMAL RESCUE

PO BOX 292766
NASHVILLE,TN37229
N/A PC GENERAL MATCHING SUPPORT 500

ALIVE HOSPICE INC

1718 PATTERSON ST
NASHVILLE,TN37203
N/A PC FUNDING FOR CAPITAL CAMPAIGN FOR FACILITIES IMPROVEMENTS AND PROGRAMMING UPGRADES 500,000

AMERICAN CANCER SOCIETY OF NASHVILLE

2000 CHARLOTTE AVENUE
NASHVILLE,TN37203
N/A PC SUPPORT FOR HOPE LODGE AS DIRECTED BY CHUCK ELCAN 8,000

AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY

1789 MASSACHUSETTS AVENUE NW
WASHINGTON,DC20036
N/A PC GENERAL SUPPORT AS DIRECTED BY CHUCK ELCAN, BOARD MEMBER OF THE FRIST FOUNDATION 25,000

AMERICAN JUNIOR GOLF ASSOCIATION

1980 SPORTS CLUB DRIVE
BRASELTON,GA30517
N/A PC GENERAL SUPPORT IN HONOR OF TOMMY FRIST IV 10,000

AMERICAN RED CROSS OF NASHVILLE

2201 CHARLOTTE AVENUE
NASHVILLE,TN37203
N/A PC SUPPORT FOR THE TIFFANY CIRCLE FROM JENNIFER AND BILLY FRIST 10,000

AMERICAN RED CROSS OF NASHVILLE

2201 CHARLOTTE AVENUE
NASHVILLE,TN37203
N/A PC GENERAL SUPPORT AS DIRECTED BY CHUCK ELCAN 10,000

ANDREW JACKSON FOUNDATION

4580 RACHELS LANE
HERMITAGE,TN37076
N/A PC GENERAL MATCHING SUPPORT 100

AUTISM SOCIETY OF AMERICA

6110 EXECUTIVE BOULEVARD 305
ROCKVILLE,MD20852
N/A PC GENERAL SUPPORT AS DIRECTED BY JENNIFER AND BILLY FRIST 50,000

AUTISM SPEAKS

1 EAST 33RD STREET 4TH FLOOR
NEW YORK,NY10016
N/A PC GENERAL SUPPORT AS DIRECTED BY JENNIFER AND BILLY FRIST 50,000

AUTISM TENNESSEE

PO BOX 60345
NASHVILLE,TN37206
N/A PC GENERAL SUPPORT AS DIRECTED BY JENNIFER FRIST 5,000

BE THE MATCH FOUNDATION

PO BOX 1450
MINNEAPOLIS,MN55485
N/A PC GENERAL SUPPORT AS DIRECTED BY CHUCK ELCAN 10,000

BELMONT UNIVERSITY

1900 BELMONT BLVD
NASHVILLE,TN37212
N/A PC GENERAL MATCHING SUPPORT 250

BELMONT UNIVERSITY

1900 BELMONT BLVD
NASHVILLE,TN37212
N/A PC CAPITAL AND COMMUNITY ENGAGEMENT FOR THE BELMONT UNIVERSITY FRIST COLLEGE OF MEDICINE 2,000,000

BELMONT UNIVERSITY

1900 BELMONT BLVD
NASHVILLE,TN37212
N/A PC CAPITAL AND COMMUNITY ENGAGEMENT FOR THE BELMONT UNIVERSITY FRIST COLLEGE OF MEDICINE 28,943

BEWELL IN SCHOOL

707 MAIN STREET SUITE 416
NASHVILLE,TN37206
N/A PC TO TRANSITION CURRICULUM TO AN ONLINE LIBRARY FOR REQUESTED EXPANSION OF SERVICES 25,000

BOOK'EM

161 RAINES AVENUE
NASHVILLE,TN37203
N/A PC REFURBISHING A DONATED BOOK BUS TO EXPAND PROGRAMMING AND THE ORGANIZATIONS MISSION. 25,000

BOY SCOUTSMIDDLE TENNESSEE COUNCIL

PO BOX 150409
NASHVILLE,TN37215
N/A PC GENERAL MATCHING SUPPORT 500

BOYS AND GIRLS CLUB OF MIDDLE TENNESSEE

1704 CHARLOTTE AVENUE 200
NASHVILLE,TN37203
N/A PC CAPACITY BUILDING CONSULTING PROJECT 14,000

BRIDGES FOR THE DEAF AND HARD OF HEARING

935 EDGEHILL AVENUE
NASHVILLE,TN37203
N/A PC CAPITAL CAMPAIGN FOR FACILITIES IMPROVEMENTS AND PROGRAMMING UPDGRADES 2,200

BRIGHTSTONE INC

PO BOX 682966
FRANKLIN,TN37068
N/A PC GENERAL SUPPORT AS DIRECTED BY JENNIFER AND BILLY FRIST 15,000

CENTER FOR NONPROFIT MANAGEMENT

1610 54TH AVE N SUITE 225
NASHVILLE,TN37209
N/A PC GENERAL OPERATING AND PROGRAMMING SUPPORT 290,000

CENTER FOR NONPROFIT MANAGEMENT

1610 54TH AVE N SUITE 225
NASHVILLE,TN37209
N/A PC SUPPORT FOR THE MIDDLE TENNESSEE DONORS FORUM IN 2022 10,000

CENTER FOR NONPROFIT MANAGEMENT

1610 54TH AVE N SUITE 225
NASHVILLE,TN37209
N/A PC SUPPORT FOR ADMINISTRATIVE COSTS FOR SALUTE TO EXCELLENCE 10,000

CHARITY WATER

PO BOX 5026
HAGERSTOWN,MD21741
N/A PC GENERAL SUPPORT AS DIRECTED BY JULIE AND TOMMY FRIST 50,000

CHEEKWOOD

1200 FORREST PARK DRIVE
NASHVILLE,TN37205
N/A PC GENERAL MATCHING SUPPORT 500

CHI BOULE FOUNDATION

1028 VAUGHN CREST DRIVE
FRANKLIN,TN37069
N/A PC GENERAL SUPPORT AS DIRECTED BY THOMAS F. FRIST, JR., PRESIDENT EMERITUS 10,000

CHRIST CHURCH CATHEDRAL

900 BROADWAY
NASHVILLE,TN37203
N/A PC GENERAL MATCHING SUPPORT 1,500

COMMUNITY CARE FELLOWSHIP

PO BOX 60068
NASHVILLE,TN37206
N/A PC GENERAL SUPPORT AS DIRECTED BY LAUREN ELCAN INGRAM 15,000

COMMUNITY FOUNDATION OF MIDDLE TENNESSEE

3833 CLEGHORN AVE 400
NASHVILLE,TN37215
N/A PC SUPPORT FOR GIVING MATTERS IN 2022 25,000

COMMUNITY FOUNDATION OF MIDDLE TENNESSEE

3833 CLEGHORN AVE 400
NASHVILLE,TN37215
N/A PC SUPPORT FOR NASHVILLE'S AGENDA IN 2022 5,000

COMMUNITY FOUNDATION OF MIDDLE TENNESSEE

3833 CLEGHORN AVE 400
NASHVILLE,TN37215
N/A PC MATCHING GIFT FOR THE WOMEN'S FUND, BILLY FRIST, BOARD CHAIRMAN 500

COMMUNITY FOUNDATION OF MIDDLE TENNESSEE

3833 CLEGHORN AVE 400
NASHVILLE,TN37215
N/A PC GENERAL SUPPORT MATCHING THE PERSONAL GIFT OF KENNETH L. ROBERTS, PRESIDENT EMERITUS 500

COMMUNITY FOUNDATION OF SOUTH CENTRAL KENTUCKY

PO BOX 737
BOWLING GREEN,KY42102
N/A PC SUPPORT FOR THE LEGION FUND AS DIRECTED BY CHUCK ELCAN 5,000

COMMUNITY RESOURCE CENTER

218 OMOHUNDRO PLACE
NASHVILLE,TN37210
N/A PC GENERAL SUPPORT FOR 2022 50,000

CONSERVANCY FOR THE PARTHENON AND CENTENNIAL PARK

PO BOX 196340
NASHVILLE,TN37219
N/A PC GENERAL MATCHING SUPPORT 2,500

CONSERVANCY FOR THE PARTHENON AND CENTENNIAL PARK

PO BOX 196340
NASHVILLE,TN37219
N/A PC GENERAL SUPPORT MATCHING THE PERSONAL GIFT OF KENNETH L. ROBERTS, PRESIDENT EMERITUS 150

CONSERVANCY FOR THE PARTHENON AND CENTENNIAL PARK

PO BOX 196340
NASHVILLE,TN37219
N/A PC CAPITAL SUPPORT TO BUILD OUT A CAFE TO GENERATE EARNED REVENUE FOR THE PARK 800,000

COUNCIL ON FOUNDATIONS

1255 23RD STREET NW 200
WASHINGTON,DC20037
N/A PC GENERAL SUPPORT FOR 2022 20,000

COUNTRY MUSIC FOUNDATION

222 FIFTH AVE S
NASHVILLE,TN37203
N/A PC GENERAL SUPPORT MATCHING THE PERSONAL GIFT OF KENNETH L. ROBERTS, PRESIDENT EMERITUS 1,000

COUNTRY MUSIC FOUNDATION

222 FIFTH AVE S
NASHVILLE,TN37203
N/A PC GENERAL SUPPORT AS DIRECTED BY KENNETH L. ROBERTS, PRESIDENT EMERITUS 5,000

COUNTRY MUSIC FOUNDATION

222 FIFTH AVE S
NASHVILLE,TN37203
N/A PC WINNER OF THE 2022 AWARD OF ACHIEVEMENT INNOVATION IN ACTION CATEGORY 25,000

CUMBERLAND HEIGHTS FOUNDATION

PO BOX 90727
NASHVILLE,TN37209
N/A PC GENERAL SUPPORT AS DIRECTED BY CHUCK ELCAN 3,000

CURREY INGRAM ACADEMY

6544 MURRAY LANE
BRENTWOOD,TN37027
N/A PC GENERAL SUPPORT AS DIRECTED BY JENNIFER AND BILLY FRIST 10,000

DAY 7

PO BOX 3325
BRENTWOOD,TN37024
N/A PC SCHOLARSHIP SUPPORT, INCLUDING EXEC. COACHING, MENTAL HEALTH, AND NUTRITIONAL COUNSELING 10,000

DELTA WATERFOWL FOUNDATION

1312 BASIN AVE
BISMARCK,ND58504
N/A PC GENERAL SUPPORT AS DIRECTED BY CHUCK ELCAN 20,000

ENSWORTH SCHOOL

7401 HIGHWAY 100
NASHVILLE,TN37221
N/A PC SUPPORT FOR THE BRAEMER FAMILY FUND, AS DIRECTED BY PATRICIA ELCAN 25,000

ENSWORTH SCHOOL

7401 HIGHWAY 100
NASHVILLE,TN37221
N/A PC GENERAL SUPPORT AS DIRECTED BY JENNIFER AND BILLY FRIST 20,000

ENSWORTH SCHOOL

7401 HIGHWAY 100
NASHVILLE,TN37221
N/A PC SUPPORT FOR THE ENSWORTH FUND, DIRECTED BY MR. AND MRS. THOMAS F. FRIST III 5,000

ENSWORTH SCHOOL

7401 HIGHWAY 100
NASHVILLE,TN37221
N/A PC TECHNOLOGY SUPPORT AS DIRECTED BY DR. FRIST 1,200,000

ENSWORTH SCHOOL

7401 HIGHWAY 100
NASHVILLE,TN37221
N/A PC GENERAL SUPPORT AS DIRECTED BY LAUREN ELCAN INGRAM 20,000

FAITH FAMILY MEDICAL CENTER

326 21ST AVE N
NASHVILLE,TN37203
N/A PC SUPPORT FOR A SOCIAL ENTERPRISE CALLED HEALTHPASS 200,000

FAMILY & CHILDREN'S SERVICE

2400 CLIFTON AVENUE
NASHVILLE,TN37209
N/A PC SUPPORT FOR TECHNOLOGY IMPROVEMENTS 110,000

FAMILY & CHILDREN'S SERVICE

2400 CLIFTON AVENUE
NASHVILLE,TN37209
N/A PC GENERAL SUPPORT AS DIRECTED BY JENNIFER AND BILLY FRIST 5,000

FAMILY FOUNDATION FUND

PO BOX 2927224
NASHVILLE,TN37229
N/A PC GENERAL SUPPORT AS DIRECTED BY CHUCK ELCAN 5,000

FANNIE BATTLE DAY HOME

108 CHAPEL AVENUE
NASHVILLE,TN37206
N/A PC GENERAL SUPPORT THROUGH THE ANSLEY FUND FOR 2022 10,000

FANNIE BATTLE DAY HOME

108 CHAPEL AVENUE
NASHVILLE,TN37206
N/A PC CAPITAL IMPROVEMENTS TO THE FANNIE BATTLE DAYCARE 290,000

FATHER RYAN HIGH SCHOOL

700 NORWOOD DRIVE
NASHVILLE,TN37204
N/A PC GENERAL SUPPORT AS DIRECTED BY CHUCK ELCAN 2,500

FIFTY FORWARD

174 RAINS AVE
NASHVILLE,TN37203
N/A PC GENERAL MATCHING SUPPORT 100

FIFTY FORWARD

174 RAINS AVE
NASHVILLE,TN37203
N/A PC CAPITAL SUPPORT 1,000,000

FISK UNIVERSITY

1000 17TH AVE N
NASHVILLE,TN37208
N/A PC GENERAL SUPPORT AS DIRECTED BY JENNIFER AND BILLY FRIST 10,000

FRANCES MCGLANNAN FOUNDATION

10770 SW 84TH ST
MIAMI,FL33173
N/A PC GENERAL SUPPORT MATCHING THE PERSONAL GIFT OF KENNETH L. ROBERTS, PRESIDENT EMERITUS 250

FRIENDS OF WARNER PARKS INC

50 VAUGHN ROAD
NASHVILLE,TN37221
N/A PC SUPPORT TOWARDS PARK IMPROVEMENTS 1,200,000

FRIENDS OF WARNER PARKS INC

50 VAUGHN ROAD
NASHVILLE,TN37221
N/A PC GENERAL SUPPORT MATCHING THE PERSONAL GIFT OF KENNETH L. ROBERTS, PRESIDENT EMERITUS 150

FRIST ART MUSEUM

919 BROADWAY
NASHVILLE,TN37203
N/A PC TO SUPPORT CAPITAL AND MAINTENANCE NEEDS IN 2022 1,000,000

FRIST ART MUSEUM

919 BROADWAY
NASHVILLE,TN37203
N/A PC FRIST ART MUSEUM ANNUAL FUND, AS DIRECTED BY KENNETH L. ROBERTS, PRESIDENT EMERITUS 5,000

FRIST ART MUSEUM

919 BROADWAY
NASHVILLE,TN37203
N/A PC OPERATING SUPPORT FOR 2022 1,035,325

FRIST ART MUSEUM

919 BROADWAY
NASHVILLE,TN37203
N/A PC GENERAL MATCHING SUPPORT 500

FRIST ART MUSEUM

919 BROADWAY
NASHVILLE,TN37203
N/A PC OPERATING SUPPORT FOR 2022 4,914,560

GEORGE C MARSHALL FOUNDATION

P O BOX 1600
LEXINGTON,VA24450
N/A PC GENERAL MATCHING SUPPORT 500

GEORGE C MARSHALL FOUNDATION

P O BOX 1600
LEXINGTON,VA24450
N/A PC GENERAL SUPPORT AS DIRECTED BY KENNETH ROBERTS, PRESIDENT EMERITUS 2,500

GILDA'S CLUB MIDDLE TENNESSEE

1707 DIVISION ST
NASHVILLE,TN37203
N/A PC FINALIST IN 2022 AWARDS OF ACHIEVEMENT INNOVATION IN ACTION CATEGORY 10,000

GIRL SCOUTS OF MIDDLE TENNESSEE

4522 GRANNY WHITE PIKE
NASHVILLE,TN37204
N/A PC SUPPORT FOR CONSTRUCTION OF A MULTIPURPOSE BUILDING AT CAMP SYCAMORE 250,000

GIRL SCOUTS OF MIDDLE TENNESSEE

4522 GRANNY WHITE PIKE
NASHVILLE,TN37204
N/A PC GENERAL SUPPORT MATCHING THE PERSONAL GIFT OF KENNETH L. ROBERTS, PRESIDENT EMERITUS 150

GIVE AND GO

493 PARMLEY DRIVE
NASHVILLE,TN37207
N/A PC GENERAL SUPPORT AS DIRECTED BY TRISHA ELCAN 36,000

GIVE AND GO

493 PARMLEY DRIVE
NASHVILLE,TN37207
N/A PC GENERAL SUPPORT AS DIRECTED BY CHUCK ELCAN 10,000

GLOBALGIVING

1 THOMAS CIRCLE NW 800
WASHINGTON,DC20005
N/A PC GENERAL MATCHING SUPPORT 16,500

GOSPEL MUSIC ASSOCIATION

4012 GRANNY WHITE PIKE
NASHVILLE,TN37204
N/A PC TECHNOLOGY SUPPORT TO BUILD A SOFTWARE DATABASE IN PREPARATION FOR A NEW MUSEUM 100,000

HABITAT FOR HUMANITY OF GREATER NASHVILLE

414 HARDING PLACE 100
NASHVILLE,TN37211
N/A PC CAPITAL CAMPGAIN FOR AFRICAN AMERICAN BALLFIELDS, A METRO PARK, AND HABITAT HOMES. 250,000

HANDS ON NASHVILLE

2525 PERIMETER PLACE DRIVE 121
NASHVILLE,TN37214
N/A PC SUPPORT FOR GEEK CAUSE IN 2022 ($75,000) AND OPERATIONAL SUPPORT ($50,000) 125,000

HARPETH HILLS CHURCH OF CHRIST

1949 OLD HICKORY BLVD
BRENTWOOD,TN37027
N/A PC GENERAL MATCHING SUPPORT 3,000

HARVARD BUSINESS SCHOOL

P O BOX 412275
BOSTON,MA02241
N/A PC GENERAL MATCHING SUPPORT 20,000

HARVARD BUSINESS SCHOOL

P O BOX 412275
BOSTON,MA02241
N/A PC GENERAL SUPPORT AS DIRECTED BY JENNIFER AND BILLY FRIST 50,000

HILLSDALE COLLEGE

PO BOX 97337
WASHINGTON,DC20090
N/A PC GENERAL MATCHING SUPPORT 100

HIMALAYAN CATARACT PROJECT

PO BOX 863
NORWICH,VT05055
N/A PC GENERAL SUPPORT AS DIRECTED BY JULIE AND TOMMY FRIST 25,000

HOPE FAMILY HEALTH SERVICES

1124 NEW HIGHWAY 52 EAST
WESTMORELAND,TN37186
N/A PC GENERAL SUPPORT AS DIRECTED BY LAUREN ELCAN INGRAM 5,000

INTERFAITH DENTAL CLINIC

600 HILL AVE 101
NASHVILLE,TN37210
N/A PC SOFTWARE AND TECHNOLOGY SUPPORT 25,000

INTERNATIONAL MEDICAL CORPS

1801 W OLYMPIC BLVD
PASADENA,CA91199
N/A PC GENERAL MATCHING SUPPORT 16,500

INTERNATIONAL RESCUE COMMITTEE

PO BOX 6068
ALBERT LEA,MN56007
N/A PC GENERAL MATCHING SUPPORT 16,500

JAMES K POLK MEMORIAL ASSOCIATION

PO BOX 741
COLUMBIA,TN38402
N/A PC GENERAL MATCHING SUPPORT 100

JUSTICE FOR OUR NEIGHBORS

2195 NOLENSVILLE ROAD
NASHVILLE,TN37211
N/A PC PROGRAMMING SUPPORT 25,000

JUSTICE FOR OUR NEIGHBORS

2195 NOLENSVILLE ROAD
NASHVILLE,TN37211
N/A PC WINNER OF 2022 AWARDS OF ACHIEVEMENT TEAM BUILDING CATEGORY 25,000

JUSTICE INDUSTRIES

PO BOX 1943
BRENTWOOD,TN37204
N/A PC FINALIST IN 2022 AWARDS OF ACHIEVEMENT TEAM BUILDING CATEGORY 10,000

LAND TRUST FOR TENNESSEE INC

PO BOX 41027
NASHVILLE,TN37204
N/A PC GENERAL SUPPORT AS DIRECTED BY CHUCK ELCAN 10,000

LEADERSHIP NASHVILLE FOUNDATION

222 2ND AVE S 2410
NASHVILLE,TN37201
N/A PC OPERATING SUPPORT FOR LEADERSHIP NASHVILLE IN 2022 10,000

LEADERSHIP NASHVILLE FOUNDATION

222 2ND AVE S 2410
NASHVILLE,TN37201
N/A PC SUPPORT FOR LEADERSHIP NASHVILLE'S DEI DAY 1,000

LEADERSHIP NASHVILLE FOUNDATION

222 2ND AVE S 2410
NASHVILLE,TN37201
N/A PC GENERAL SUPPORT MATCHING THE PERSONAL GIFT OF KENNETH L. ROBERTS, PRESIDENT EMERITUS 500

LEADERSHIP NASHVILLE FOUNDATION

222 2ND AVE S 2410
NASHVILLE,TN37201
N/A PC GENERAL SUPPORT AS DIRECTED BY JENNIFER AND BILLY FRIST 5,000

LEGAL AID SOCIETY OF MIDDLE TENNESSEE AND THE CUMBERLANDS

1321 MURFREESBORO PIKE 400
NASHVILLE,TN37217
N/A PC FINALIST IN 2022 AWARDS OF ACHIEVEMENT REVENUE DEVELOPMENT CATEGORY 10,000

LEGAL AID SOCIETY OF MIDDLE TENNESSEE AND THE CUMBERLANDS

1321 MURFREESBORO PIKE 400
NASHVILLE,TN37217
N/A PC FOR TECHNOLOGY SUPPORT 200,000

LIPSCOMB UNIVERSITY

3901 GRANNY WHITE PIKE
NASHVILLE,TN37204
N/A PC GENERAL MATCHING SUPPORT 250

LIPSCOMB UNIVERSITY

3901 GRANNY WHITE PIKE
NASHVILLE,TN37204
N/A PC GENERAL MATCHING SUPPORT 10,000

LYMPHOMA RESEARCH FOUNDATION

88 PINE STREET 2400
NEW YORK,NY10005
N/A PC GENERAL SUPPORT AS DIRECTED BY TRISHA ELCAN 100,000

MARY PARRISH CENTER

PO BOX 60009
NASHVILLE,TN37206
N/A PC CAPITAL IMPROVEMENTS TO ADMINISTRATIVE OFFICES 150,000

MATTHEW 25 INC

625 BENTON AVE 120
NASHVILLE,TN37204
N/A PC CAPITAL SUPPORT 11,000

MONTGOMERY BELL ACADEMY

4001 HARDING ROAD
NASHVILLE,TN37205
N/A PC GENERAL MATCHING SUPPORT 1,500

MONTGOMERY BELL ACADEMY

4001 HARDING ROAD
NASHVILLE,TN37205
N/A PC SUPPORT FOR THE ROBERTS ROOM AS DIRECTED BY KENNETH L. ROBERTS, PRESIDENT EMERITUS 15,000

MOSAIC INSTITUTE DBA MOSAIC CHANGEMAKERS

PO BOX 90221
NASHVILLE,TN37209
N/A PC TO SUPPORT THE PURCHASE OF SALESFORCE DATABASE 88,000

NASHVILLE CHAMBER PUBLIC BENEFIT FOUNDATION

500 11TH AVE N 200
NASHVILLE,TN37203
N/A PC TO SUPPORT CHARITABLE WORK IN THE NASHVILLE AREA CHAMBER OF COMMERCE'S PARTNERSHIP 2030 PLAN. 5,000

NASHVILLE CONFLICT RESOLUTION CENTER

4732 W LONGDALE DRIVE
NASHVILLE,TN37211
N/A PC SUPPORT FOR THE STRATEGIC DESIGN OF A FUNDRAISING INFRASTRUCTURE 25,000

NASHVILLE FOOD PROJECT

5904 CALIFORNIA AVENUE
NASHVILLE,TN37209
N/A PC SUPPORT FOR A STRATEGIC PLAN 17,000

NASHVILLE FOOD PROJECT

5904 CALIFORNIA AVENUE
NASHVILLE,TN37209
N/A PC FINALIST IN 2022 AWARDS OF ACHIEVEMENT TEAM BUILDING AWARD 10,000

NASHVILLE HUMANE ASSOCIATION

213 OCEOLA AVENUE
NASHVILLE,TN37209
N/A PC GENERAL SUPPORT AS DIRECTED BY JENNIFER AND BILLY FRIST 15,000

NASHVILLE HUMANE ASSOCIATION

213 OCEOLA AVENUE
NASHVILLE,TN37209
N/A PC GENERAL SUPPORT MATCHING THE PERSONAL GIFT OF CORINNE BERGERON, CEO 500

NASHVILLE HUMANE ASSOCIATION

213 OCEOLA AVENUE
NASHVILLE,TN37209
N/A PC GENERAL SUPPORT AS DIRECTED BY JULIE AND TOMMY FRIST 5,000

NASHVILLE JAZZ WORKSHOP

1012 BUCHANAN ST
NASHVILLE,TN37208
N/A PC GENERAL SUPPORT MATCHING THE PERSONAL GIFT OF KENNETH L. ROBERTS, PRESIDENT EMERITUS 500

NASHVILLE JAZZ WORKSHOP

1012 BUCHANAN ST
NASHVILLE,TN37208
N/A PC A GIFT IN THE MEMORY OF BEEGIE ADAIR AS DIRECTED BY KEN ROBERTS, PRESIDENT EMERITUS 2,500

NASHVILLE LAUNCH PAD

PO BOX 330695
NASHVILLE,TN37203
N/A PC EMERGENCY FUNDING FOR HOTELS, FOOD, AND SUPPLIES NEEDED DUE TO EXTREME COLD. 10,000

NASHVILLE PUBLIC EDUCATION FOUNDATION

1207 18TH AVE S 202
NASHVILLE,TN37212
N/A PC GENERAL SUPPORT MATCHING THE PERSONAL GIFT OF KENNETH L. ROBERTS, PRESIDENT EMERITUS 250

NASHVILLE PUBLIC EDUCATION FOUNDATION

1207 18TH AVE S 202
NASHVILLE,TN37212
N/A PC GENERAL SUPPORT AS DIRECTED BY JENNIFER AND BILLY FRIST 10,000

NASHVILLE PUBLIC LIBRARY FOUNDATION

615 CHURCH STREET
NASHVILLE,TN37219
N/A PC GENERAL SUPPORT MATCHING THE PERSONAL GIFT OF KENNETH L. ROBERTS, PRESIDENT EMERITUS 250

NASHVILLE PUBLIC LIBRARY FOUNDATION

615 CHURCH STREET
NASHVILLE,TN37219
N/A PC GENERAL SUPPORT AS DIRECTED BY JENNIFER AND BILLY FRIST 10,000

NASHVILLE PUBLIC RADIO

630 MAINSTREAM DRIVE
NASHVILLE,TN37228
N/A PC GENERAL SUPPORT MATCHING THE PERSONAL GIFT OF KENNETH L. ROBERTS, PRESIDENT EMERITUS 150

NASHVILLE PUBLIC TELEVISION COUNCIL

161 RAINS AVENUE
NASHVILLE,TN37203
N/A PC GENERAL SUPPORT MATCHING THE PERSONAL GIFT OF KENNETH L. ROBERTS, PRESIDENT EMERITUS 150

NASHVILLE RESCUE MISSION

639 LAFAYETTE STREET
NASHVILLE,TN37203
N/A PC GENERAL SUPPORT MATCHING THE PERSONAL GIFT OF KENNETH L. ROBERTS, PRESIDENT EMERITUS 250

NASHVILLE RESCUE MISSION

639 LAFAYETTE STREET
NASHVILLE,TN37203
N/A PC EMERGENCY FUNDING DUE TO EXTREME COLD AND AN AT CAPACITY SHELTER. 15,000

NASHVILLE SOFTWARE SCHOOL

301 PLUS PARK BLVD STE 300
NASHVILLE,TN37217
N/A PC GENERAL SUPPORT AS DIRECTED BY LAUREN ELCAN INGRAM 5,000

NASHVILLE SYMPHONY ASSOCIATION

ONE SYMPHONY PLACE
NASHVILLE,TN37201
N/A PC ONE-TIME OPERATIONAL SUPPORT GRANT 50,000

NASHVILLE SYMPHONY ASSOCIATION

ONE SYMPHONY PLACE
NASHVILLE,TN37201
N/A PC GENERAL MATCHING SUPPORT 500

NASHVILLE ZOO INC

3777 NOLENSVILLE PIKE
NASHVILLE,TN37211
N/A PC PAYMENT OF 2017 SET-ASIDE - SUPPORT FOR EXHIBIT BUILDOUT 5,000,000

NASHVILLE ZOO INC

3777 NOLENSVILLE PIKE
NASHVILLE,TN37211
N/A PC GENERAL MATCHING SUPPORT 750

NASHVILLE ZOO INC

3777 NOLENSVILLE PIKE
NASHVILLE,TN37211
N/A PC ADDITIONAL SUPPORT FOR THE ZOO'S GROW WILD CAMPAIGN 273,014

NASHVILLE ZOO INC

3777 NOLENSVILLE PIKE
NASHVILLE,TN37211
N/A PC ADDITIONAL SUPPORT FOR THE ZOO'S GROW WILD CAMPAIGN 4,500,000

NASHVILLEHEALTH

40 BURTON HILLS BOULEVARD 370
NASHVILLE,TN37215
N/A PC GENERAL SUPPORT AS DIRECTED BY THOMAS F. FRIST, JR., PRESIDENT EMERITUS 15,000

NATIONAL CENTER FOR FAMILY PHILANTHROPY

1667 K ST NW 550
WASHINGTON,DC20006
N/A PC GENERAL SUPPORT FOR 2022 2,000

NATIONAL WORLD WAR II MUSEUM

PO BOX 758590
TOPEKA,KS66675
N/A PC GENERAL MATCHING SUPPORT 100

NEEDLINK NASHVILLE

1600 56TH AVE N
NASHVILLE,TN37209
N/A PC GENERAL SUPPORT ADDRESSING EMERGENCY NEEDS OF STRUGGLING NASHVILLIANS. 50,000

OPEN TABLE NASHVILLE

PO BOX 110266
NASHVILLE,TN37222
N/A PC TO SUPPORT A STRATEGIC PLANNING PROCESS 10,000

ORGANIZED NEIGHBORS OF EDGEHILL

1001 EDGEHILL AVENUE
NASHVILLE,TN37203
N/A PC GENERAL MATCHING SUPPORT 250

PALMER TRINITY SCHOOL

7900 SW 176TH ST
MIAMI,FL33157
N/A PC GENERAL MATCHING SUPPORT 1,500

PALMER TRINITY SCHOOL

7900 SW 176TH ST
MIAMI,FL33157
N/A PC GENERAL SUPPORT AS DIRECTED BY KENNETH L. ROBERTS, PRESIDENT EMERITUS 5,000

PARK CENTER

181 NORTH 1ST STREET
NASHVILLE,TN37213
N/A PC GENERAL SUPPORT AS DIRECTED BY LAUREN ELCAN INGRAM 15,000

PENCIL FOUNDATION

7199 COCKRILL BEND BLVD
NASHVILLE,TN37209
N/A PC CAPACITY BUILDING WITH SENIOR LEADERS IN PREPARATION FOR MANAGEMENT SUCCESSION 15,000

PERSIST NASHVILLE

1300 56TH AVE N
NASHVILLE,TN37209
N/A PC FINALIST IN THE 2022 AWARDS OF ACHIEVEMENT INNOVATION IN ACTION CATEGORY 10,000

PHILANTHROPY ROUNDTABLE

1120 20TH STREET NW 550 SOUTH
WASHINGTON,DC20036
N/A PC GENERAL SUPPORT FOR 2022 5,000

PHILANTHROPY SOUTHEAST

100 PEACHTREE ST NW 2080
ATLANTA,GA30303
N/A PC GENERAL SUPPORT FOR 2022 11,000

PLANNED PARENTHOOD OF TENNESSEE AND NORTH MISSISSIPPI

50 VANTAGE WAY 102
NASHVILLE,TN37228
N/A PC GENERAL SUPPORT AS DIRECTED BY LAUREN ELCAN INGRAM 15,000

PRECISION INSTITUTE

TWO RIGHTER PARKWAY 215
WILMINGTON,DE19803
N/A PC GENERAL SUPPORT AS DIRECTED BY JENNIFER AND BILLY FRIST 50,000

PRINCETON UNIVERSITY

P O BOX 5357
PRINCETON,NJ08543
N/A PC GENERAL SUPPORT AS DIRECTED BY JENNIFER AND BILLY FRIST 50,000

PRINCETON UNIVERSITY

P O BOX 5357
PRINCETON,NJ08543
N/A PC SUPPORT FOR PRINCETON ATHLETICS, AS DIRECTED BY JULIE AND TOMMY FRIST 5,000

PRINCETON UNIVERSITY

P O BOX 5357
PRINCETON,NJ08543
N/A PC DEPARTMENT OF ANTHROPOLOGY, AS DIRECTED BY LAUREN ELCAN INGRAM 20,000

PRINCETON UNIVERSITY

P O BOX 5357
PRINCETON,NJ08543
N/A PC SUPPORT FOR MCCOSH HEALTH CENTER AS DIRECTED BY TRISHA ELCAN 3,000

PRINCETON UNIVERSITY

P O BOX 5357
PRINCETON,NJ08543
N/A PC SUPPORT FOR THE PARENTS FUND AS DIRECTED BY TRISHA ELCAN 10,000

PRINCETON UNIVERSITY

PO BOX 5357
PRINCETON,NJ08543
N/A PC ANNUAL GIVING, AS DIRECTED BY LAUREN ELCAN INGRAM 5,000

PROJECT REDESIGN

PO BOX 159276
NASHVILLE,TN37215
N/A PC GENERAL SUPPORT AS DIRECTED BY JENNIFER AND BILLY FRIST 5,000

PROJECT RETURN INC

109 LAFAYETTE STREET
NASHVILLE,TN37210
N/A PC CAPITAL CAMPAIGN TO PURCHASE THE PROPERTY ON LAFAYETTE 2,000,000

PROJECT RETURN INC

109 LAFAYETTE STREET
NASHVILLE,TN37210
N/A PC CAPITAL CAMPAIGN TO PURCHASE THE PROPERTY ON LAFAYETTE 28,990

PROPERTY AND ENVIRONMENT RESEARCH CENTER

2048 ANALYSIS DR STE A
BOZEMAN,MT59718
N/A PC GENERAL SUPPORT AS DIRECTED BY CHUCK ELCAN 4,000

RAPHAH INSTITUTE

615 MAIN STREET
NASHVILLE,TN37206
N/A PC CAPACITY BUILDING SUPPORT 25,000

REBUILDING TOGETHER NASHVILLE

6101 CENTENNIAL BLVD
NASHVILLE,TN37209
N/A PC TECHNOLOGY SUPPORT TO SELECT THE NEXT AREA OF NASHVILLE TO TARGET HOME REPAIR SUPPORT 2,400

ROOM IN THE INN INC

P O BOX 25309
NASHVILLE,TN37202
N/A PC GENERAL MATCHING SUPPORT 150

ROOM IN THE INN INC

P O BOX 25309
NASHVILLE,TN37202
N/A PC SUPPORT FOR PHASE 1 OF A CAPITAL CAMPAIGN TO EXPAND SERVICES 500,000

ROOM IN THE INN INC

P O BOX 25309
NASHVILLE,TN37202
N/A PC GENERAL SUPPORT AS DIRECTED BY LAUREN ELCAN INGRAM 15,000

SALVATION ARMY

631 DICKERSON PIKE
NASHVILLE,TN37207
N/A PC GENERAL MATCHING SUPPORT 150

SECOND HARVEST FOOD BANK OF MIDDLE TENNESSEE

331 GREAT CIRCLE ROAD
NASHVILLE,TN37228
N/A PC TO INSTALL HARDWARE AND SOFTWARE AT 188 PARTNER AGENCIES. 100,000

SECOND HARVEST FOOD BANK OF MIDDLE TENNESSEE

331 GREAT CIRCLE ROAD
NASHVILLE,TN37228
N/A PC GENERAL MATCHING SUPPORT 250

SMALL WORLD YOGA

1119 12TH AVENUE SOUTH
NASHVILLE,TN37203
N/A PC GENERAL MATCHING SUPPORT 1,500

SOUTHAMPTON TOWN AQUATICS AND RECREATION CORPORATION

PO BOX 5041
SOUTHAMPTON,NY11969
N/A PC SUPPORT FOR THE STAR AQUACENTER AS DIRECTED BY JULIE FRIST 5,000

SPRING HILL COLLEGE

4000 DAUPHIN STREET
MOBILE,AL36608
N/A PC GENERAL SUPPORT AS DIRECTED BY CHUCK ELCAN 5,000

ST ANDREW'S DUNE CHURCH

PO BOX 1245
SOUTHAMPTON,NY11969
N/A PC GENERAL SUPPORT AS DIRECTED BY JULIE AND TOMMY FRIST 5,000

ST BARTHOLOMEW'S EPISCOPAL CHURCH

1900 DARBY DRIVE
FLORENCE,AL35630
N/A PC GENERAL SUPPORT MATCHING THE PERSONAL GIFT OF JULIA LIN, STAFF MEMBER 1,000

ST LUKE'S COMMUNITY HOUSE

5601 NEW YORK AVENUE
NASHVILLE,TN37209
N/A PC SUPPORT FOR BUILDING RENOVATIONS AND OTHER CAPACITY BUILDING NEEDS 370,000

ST STEPHEN'S EPISCOPAL DAY SCHOOL

3439 MAIN HIGHWAY
COCONUT GROVE,FL33133
N/A PC GENERAL MATCHING SUPPORT 250

STANFORD UNIVERSITY

641 CAMPUS DRIVE
STANFORD,CA94305
N/A PC SUPPORT FOR THE LACROSSE PROGRAM, AS DIRECTED BY THOMAS F. FRIST, III 25,000

SUPREME COURT OF TENNESSEE

511 UNION STREET 600
NASHVILLE,TN37219
N/A PC GENERAL SUPPORT EDUCATING CHILDREN ABOUT THE TENNESSEE JUSTICE SYSTEM 5,000

TEACH FOR AMERICA

220 ATHENS WAY 300
NASHVILLE,TN37228
N/A PC SUPPORT FOR TFA'S TEACHER EDUCATION PROGRAM FOR THE FISCAL YEAR BEGINNING JUNE 1, 2022. 150,000

TEACH FOR AMERICA

220 ATHENS WAY 300
NASHVILLE,TN37228
N/A PC GENERAL SUPPORT AS DIRECTED BY JULIE AND TOMMY FRIST 92,500

TEACH FOR AMERICA

220 ATHENS WAY 300
NASHVILLE,TN37228
N/A PC GENERAL SUPPORT AS DIRECTED BY TRISHA ELCAN 5,000

TENNESSEE DISABILITY COALITION

955 WOODLAND ST
NASHVILLE,TN37206
N/A PC SUPPORT FOR FAMILY VOICES OF TENNESSEE, AS DIRECTED BY TOMMY FRIST 2,500

TENNESSEE GOLF FOUNDATION

400 FRANKLIN ROAD
FRANKLIN,TN37069
N/A PC GENERAL SUPPORT AS DIRECTED BY JULIE AND TOMMY FRIST 50,000

TENNESSEE HISTORICAL SOCIETY

305 SIXTH AVE N
NASHVILLE,TN37243
N/A PC GENERAL MATCHING SUPPORT 150

TENNESSEE IMMIGRANT AND REFUGEE RIGHTS COALITION

3310 EZELL ROAD
NASHVILLE,TN37211
N/A PC SUPPORT FOR AN OUTSOURCED CFO 25,000

TENNESSEE IMMIGRANT AND REFUGEE RIGHTS COALITION

3310 EZELL ROAD
NASHVILLE,TN37211
N/A PC FINALIST IN 2022 AWARDS OF ACHIEVEMENT REVENUE DEVELOPMENT CATEGORY 10,000

TENNESSEE STATE MUSEUM FOUNDATION

1000 ROSA PARKS BLVD
NASHVILLE,TN37208
N/A PC GENERAL SUPPORT FOR 2022 2,500

TENNESSEE STATE MUSEUM FOUNDATION

1000 ROSA PARKS BLVD
NASHVILLE,TN37208
N/A PC GENERAL MATCHING SUPPORT 500

TENNESSEE WILDLIFE RESOURCES FOUNDATION

5000 LINBAR DRIVE 265
NASHVILLE,TN37211
N/A PC GENERAL SUPPORT AS DIRECTED BY CHUCK ELCAN 10,000

TENNGREEN LAND CONSERVANCY

704 18TH AVE S
NASHVILLE,TN37203
N/A PC WINNER OF 2022 AWARDS OF ACHIEVEMENT REVENUE DEVELOPMENT CATEGORY 25,000

THE BRANCH OF NASHVILLE

41 TUSCULUM RD
ANTIOCH,TN37013
N/A PC AFGHANI REFUGEES FOOD SUPPORT AND ESL PROGRAMMING. 25,000

THE CROSSROADS CAMPUS

707 MONROE ST
NASHVILLE,TN37208
N/A PC GENERAL MATCHING SUPPORT 250

THE GARDEN CLUB OF NASHVILLE

PO BOX 50608
NASHVILLE,TN37205
N/A PC A GIFT IN HONOR OF CLARE ARMISTEAD DIRECTED BY JULIE FRIST 2,500

THE HEIMERDINGER FOUNDATION

4004 HILLSBORO PIKE 223-B
NASHVILLE,TN37215
N/A PC CAPITAL SUPPORT TO RENOVATE AND EXPAND SPACE IN BERRY HILL 250,000

THE HEIMERDINGER FOUNDATION

4004 HILLSBORO PIKE 223-B
NASHVILLE,TN37215
N/A PC GENERAL SUPPORT AS DIRECTED BY CHUCK ELCAN 10,000

THE JAMES C FERRER EDUCATION FUND

200 TUCKAHOE ROAD
SOUTHAMPTON,NY11968
N/A PC CADDIE SCHOLARSHIP FUND IN HONOR OF JULIAN ROBERTSON DIRECTED BY JULIE AND TOMMY FRIST 25,000

THE SEXUAL ASSAULT CENTER

101 FRENCH LANDING DRIVE
NASHVILLE,TN37228
N/A PC CAPITAL FOR SURFACE RENOVATIONS AND A PLANNING PROCESS TO EXPAND OUTREACH EFFORTS 190,000

THE SEXUAL ASSAULT CENTER

101 FRENCH LANDING DRIVE
NASHVILLE,TN37228
N/A PC GENERAL SUPPORT AS DIRECTED BY LAUREN ELCAN INGRAM 10,000

THISTLE FARMS

5122 CHARLOTTE PIKE
NASHVILLE,TN37209
N/A PC CAPITAL REQUEST FOR THISTLE FARMS' BODY AND HOME PRODUCTS DIVISION 250,000

THISTLE FARMS

5122 CHARLOTTE PIKE
NASHVILLE,TN37209
N/A PC GENERAL SUPPORT AS DIRECTED BY JENNIFER AND BILLY FRIST 5,000

THISTLE FARMS

5122 CHARLOTTE PIKE
NASHVILLE,TN37209
N/A PC GENERAL SUPPORT AS DIRECTED BY LAUREN ELCAN INGRAM 2,500

TIME TO RISE INC

900 20TH AVE SOUTH 1704
NASHVILLE,TN37212
N/A PC GENERAL SUPPORT AS DIRECTED BY JENNIFER AND BILLY FRIST 10,000

TPAC MANAGEMENT CORP

P O BOX 190660
NASHVILLE,TN37219
N/A PC GENERAL MATCHING SUPPORT 2,000

TPAC MANAGEMENT CORP

P O BOX 190660
NASHVILLE,TN37219
N/A PC GENERAL MATCHING SUPPORT 150

TPAC MANAGEMENT CORP

P O BOX 190660
NASHVILLE,TN37219
N/A PC GENERAL SUPPORT AS DIRECTED BY JENNIFER AND BILLY FRIST 5,000

TRINITY EPISCOPAL CHURCH

PO BOX M
FLORENCE,AL35631
N/A PC GENERAL SUPPORT MATCHING THE PERSONAL GIFT OF JULIA LIN, STAFF MEMBER 1,000

UNITED WAY OF GREATER NASHVILLE

250 VENTURE CIRCLE
NASHVILLE,TN37228
N/A PC GENERAL SUPPORT FOR THE 2021 CAMPAIGN. ONE-HALF COMES FROM THE ANSLEY FUND. 50,000

UNITED WAY OF GREATER NASHVILLE

250 VENTURE CIRCLE
NASHVILLE,TN37228
N/A PC GENERAL MATCHING SUPPORT 500

UNITED WAY OF GREATER NASHVILLE

250 VENTURE CIRCLE
NASHVILLE,TN37228
N/A PC WELCOMING NASHVILLE FUND 250,000

UNIVERSITY OF VIRGINIA

PO BOX 400807
CHARLOTTESVILLE,VA22904
N/A PC SUPPORT FOR THE JEFFERSON SCHOLARS FOUNDATION AS DIRECTED BY CHUCK ELCAN 4,500

UNIVERSITY SCHOOL OF NASHVILLE

2000 EDGEHILL AVE
NASHVILLE,TN37212
N/A PC GENERAL MATCHING SUPPORT 150

VANDERBILT CENTER FOR AUTISM AND INNOVATION

VU STATION B1807
NASHVILLE,TN37235
N/A PC GENERAL SUPPORT AS DIRECTED BY TRISHA ELCAN 10,000

VANDERBILT UNIVERSITY

211 KIRKLAND HALL
NASHVILLE,TN37212
N/A PC INITIATIVE FOR RACE RESEARCH AND JUSTICE VIRTUAL JUMPSTART CONFERENCE, TRISHA ELCAN 5,000

VANDERBILT UNIVERSITY

2301 VANDERBILT PLACE
NASHVILLE,TN37240
N/A PC GENERAL MATCHING SUPPORT 500

VANDERBILT UNIVERSITY

2301 VANDERBILT PLACE
NASHVILLE,TN37240
N/A PC GENERAL MATCHING SUPPORT 500

VANDERBILT UNIVERSITY

2301 VANDERBILT PLACE
NASHVILLE,TN37240
N/A PC KENNETH & ANNE ROBERTS SCHOLARSHIP FUND, AS DIRECTED BY KENNETH L. ROBERTS, PRESIDENT EMERITUS 5,000

WESTMINSTER HOME CONNECTION

3900 WEST END AVE
NASHVILLE,TN37205
N/A PC SUPPORT FOR THE IMPLEMENTATION OF THE STRATEGIC PLAN AND GAP FUNDING 170,000

WESTMINSTER PRESBYTERIAN CHURCH

3900 WEST END AVE
NASHVILLE,TN37205
N/A PC GENERAL MATCHING SUPPORT 1,000

WESTMINSTER PRESBYTERIAN CHURCH

3900 WEST END AVE
NASHVILLE,TN37205
N/A PC GENERAL SUPPORT AS DIRECTED BY KENNETH L. ROBERTS, PRESIDENT EMERITUS 2,500

WESTMINSTER PRESBYTERIAN CHURCH

3900 WEST END AVE
NASHVILLE,TN37205
N/A PC GENERAL SUPPORT AS DIRECTED BY TRISHA ELCAN 6,000

YELLOWSTONE CLUB COMMUNITY FOUNDATION

1111 RESEARCH DRIVE UNIT B
BOZEMAN,MT59718
N/A PC GENERAL SUPPORT AS DIRECTED BY THOMAS F. FRIST III 5,000

YELLOWSTONE CLUB COMMUNITY FOUNDATION

1111 RESEARCH DRIVE UNIT B
BOZEMAN,MT59718
N/A PC GENERAL SUPPORT AS DIRECTED BY CHUCK ELCAN 50,000

YMCA OF MIDDLE TENNESSEE

1000 CHURCH STREET
NASHVILLE,TN37203
N/A PC SUPPORT FOR CAMP WIDJIWAGAN SCHOLARSHIPS IN THE SUMMER OF 2022 10,000

YMCA OF MIDDLE TENNESSEE

1000 CHURCH STREET
NASHVILLE,TN37203
N/A PC YMCA/HBCU ALLIANCE TO SUSTAIN THE NORTHWEST FAMILY YMCA AS A PERMANENT COMMUNITY RESOURCE. 200,000

YMCA OF MIDDLE TENNESSEE

1000 CHURCH STREET
NASHVILLE,TN37203
N/A PC CABIN EXPANSION OF CAMP WIDJIWAGAN 1,000,000

YOUNG LEADERS COUNCIL

2200 HILLSBORO ROAD 260
NASHVILLE,TN37212
N/A PC GENERAL SUPPORT FOR 2022 15,000

YOUNG LIFE NASHVILLE

PO BOX 120681
NASHVILLE,TN37212
N/A PC GENERAL SUPPORT AS DIRECTED BY CHUCK ELCAN 3,000

YWCA OF NASHVILLEMIDDLE TN

1608 WOODMONT BLVD
NASHVILLE,TN37215
N/A PC SUPPORT FOR RENOVATION OF DOMESTIC VIOLENCE SHELTER 1,000,000
Total .................................right arrow 3a 34,154,282
bApproved for future payment

COMMUNITY FOUNDATION OF MIDDLE TENNESSEE
3833 CLEGHORN AVE 400
NASHVILLE,TN37215
N/A PC GENERAL SUPPORT IN HONOR OF PETE BIRD, FORMER PRESIDENT 250,000

CYSTIC FIBROSIS FOUNDATION
4825 TROUSDALE DRIVE 238
NASHVILLE,TN37220
N/A PC GENERAL SUPPORT 5,000

KIPP NASHVILLE
PO BOX 78126
NASHVILLE,TN37207
N/A PC GENERAL SUPPORT AS DIRECTED BY JULIE AND TOMMY FRIST 50,000

SECOND HARVEST FOOD BANK OF MIDDLE TENNESSEE
331 GREAT CIRCLE ROAD
NASHVILLE,TN37228
N/A PC CAPITAL CAMPAIGN 85,000
Total ................................. right arrow 3b 390,000
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 48,142  
4 Dividends and interest from securities ....     14 7,802,944  
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 27,467,730  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 PASS-THROUGH OTHER INCOME (LOSS)
    14 442,555  
bK-1 PASS-THROUGH NON-TAXABLE INCOME (LOSS)     14 329,183  
cK-1 PASS-THROUGH NET UNRELATED BUSINESS INCOME (LOSS) 523000 -1,622      
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -1,622 36,090,554 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
36,088,932
(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 FRIST FOUNDATION
EIN:
62-1134070
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 59,310 32,500   26,810

TY 2022 GeneralExplanationAttachment
Name:
THE FRIST FOUNDATION
EIN:
62-1134070
Identifier Return Reference Explanation
EXPLANATION CONCERNING PART VI-A, LINE 12 FORM 990-PF THE FOUNDATION DISTRIBUTED $5,000 TO A DONOR-ADVISED FUND AT THE COMMUNITY FOUNDATION OF SOUTH CENTRAL KENTUCKY OVER WHICH A FOUNDATION DIRECTOR HAS ADVISORY PRIVILEGES. THIS DISTRIBUTION WAS TREATED AS A QUALIFYING DISTRIBUTION AND WAS MADE PURSUANT TO THE FOUNDATION'S BOARD DIRECTED GIFT PROGRAM FOR ITS OFFICERS AND DIRECTORS.
  FORM 990-PF PART XIV LINE 3A RECONCILIATION TO PART I LINE 25 COLUMN D FORM 990-PF, PART I, LINE 25, COLUMN (D) REPORTS QUALIFYING GRANT DISTRIBUTIONS TOTALING $29,154,282. FORM 990-PF, PART XIV, LINE 3A REPORTS TOTAL GRANTS PAID DURING THE YEAR OF $34,154,282. DURING 2022, THE FOUNDATION DISTRIBUTED $5,000,000 IN A GRANT TO NASHVILLE ZOO, INC. IN SATISFACTION OF REQUIREMENTS RELATED TO A 2017 IRS-APPROVED SET ASIDE OF THE SAME AMOUNT. IN ACCORDANCE WITH FORM 990-PF INSTRUCTIONS THE SET ASIDE IS INCLUDED IN PART XIV AND EXCLUDED FROM PART I SINCE THE SET ASIDE WAS TREATED AS A QUALIFYING DISTRIBUTION IN 2017.

TY 2022 InvestmentsCorpBondsSchedule
Name:
THE FRIST FOUNDATION
EIN:
62-1134070
Name of Bond End of Year Book Value End of Year Fair Market Value
ADOBE SYSTEMS INCORPORATED 3.25% 02/01/2025 USD SR LIEN 98,929 97,244
AERCAP IRELAND CAPITAL DESIGNA 3.0% 10/29/2028 USD SR LIEN 140,150 131,798
ALEXANDRIA REAL ESTATE EQUITIE 1.875% 02/01/2033 USD SR LIEN 96,370 97,067
ALTRIA GROUP, INC. 4.8% 02/14/2029 USD SR LIEN 194,448 187,231
AMERICAN INTERNATIONAL GROUP, 3.875% 01/15/2035 USD SR LIEN 161,372 158,114
AMERICAN TOWER CORPORATION 3.6% 01/15/2028 USD SR LIEN 136,769 115,068
AMPHENOL CORP 3.2% 04/01/2024 USD SR LIEN 167,967 163,326
ANHEUSER-BUSCH INBEV WOR 3.5% 06/01/2030 USD SR LIEN 64,864 59,346
ANHEUSER-BUSCH INBEV WOR 4.0% 04/13/2028 USD SR LIEN 146,033 123,971
AON CORP 2.8% 05/15/2030 USD SR LIEN 124,956 107,001
APPLE INC. 0.55% 08/20/2025 USD SR LIEN 204,516 184,906
AT&T INC 2.95% 07/15/2026 USD SR LIEN 81,752 74,527
AT&T INC 4.25% 03/01/2027 USD SR LIEN 77,922 68,180
AUTONATION INC 4.75% 06/01/2030 USD SR LIEN 94,531 81,413
AUTOZONE INC 3.125% 04/21/2026 USD SR LIEN 124,968 118,190
B.A.T. CAPITAL CORPORATION 4.7% 04/02/2027 USD SR LIEN 159,000 152,626
BANCO SANTANDER, S.A. 3.8% 02/23/2028 USD SR LIEN 219,607 181,708
BANK OF AMERICA CORPORATION HYBRID MTN 02/07/2030 USD SER N SR LIEN CPN 02/0 81,482 76,474
BANK OF AMERICA CORPORATION HYBRID MTN 07/21/2028 USD SR LIEN CPN 07/21/17 3 33,996 31,348
BANK OF AMERICA CORPORATION MTN 4.183% 11/25/2027 USD SER L SUB LIEN 177,825 151,988
BANK OF NOVA SCOTIA (THE) 3.4% 02/11/2024 USD SR LIEN 349,682 344,309
BANK OF NY MELLON CORP MTN 3.0% 10/30/2028 USD SUB LIEN 174,808 156,279
BB&T CORPORATION MTN 2.85% 10/26/2024 USD SR LIEN 174,857 168,819
BNP PARIBAS MTN 4.25% 10/15/2024 USD SUB LIEN 339,051 313,024
BOEING COMPANY (THE) 1.167% 02/04/2023 SR LIEN 50,000 49,808
BOEING COMPANY (THE) 2.196% 02/04/2026 USD SR LIEN 85,554 81,860
BP CAP MARKETS AMERICA 3.41% 02/11/2026 USD SR LIEN 250,000 240,263
BUNGE LIMITED FINANCE CORP. 2.75% 05/14/2031 USD SR LIEN 177,239 159,742
BURLINGTON NORTHERN SANTA FE, 3.4% 09/01/2024 USD SR LIEN 149,657 146,399
CANADIAN IMPERIAL BANK 3.5% 09/13/2023 SER BKNT SR LIEN 249,568 247,618
CAPITAL ONE FINANCIAL CORPORAT HYBRID 03/01/2030 USD SR LIEN CPN 03/03/22 3. 94,843 83,965
CAPITAL ONE FINANCIAL CORPORAT HYBRID 07/29/2032 USD SUB LIEN CPN 07/29/21 2 133,963 97,428
CBS CORPORATION 4.0% 01/15/2026 USD SR LIEN 173,516 167,815
CITIGROUP INC. HYBRID 01/10/2028 USD SR LIEN CPN 01/10/17 3.887% 117,000 109,528
CITIGROUP INC. HYBRID 06/03/2031 USD SR LIEN CPN 06/03/20 2.572% 200,000 161,222
CNA FINANCIAL CORP 4.5% 03/01/2026 USD SR LIEN 128,629 123,005
COMCAST CORPORATION 4.2% 08/15/2034 USD SR LIEN 200,115 176,998
CONSOLIDATED EDISON CO O 3.8% 05/15/2028 USD SR LIEN 74,987 71,399
CONSTELLATION BRANDS INC 3.6% 02/15/2028 USD SR LIEN 134,687 116,035
CREDIT SUISSE NEW YORK 1.0% 05/05/2023 SR LIEN 260,205 253,856
CROWN CASTLE INTERNATIONAL COR 3.15% 07/15/2023 SER 5YR SR LIEN 124,321 123,598
CSX CORP 4.25% 03/15/2029 USD SR LIEN 152,886 144,645
CVS CAREMARK CORP 3.375% 08/12/2024 USD SR LIEN 218,358 206,770
DIGITAL REALTY TRUST, INC. 4.45% 07/15/2028 USD SR LIEN 91,783 75,790
DISCOVER FINANCIAL SVS 4.1% 02/09/2027 USD SR LIEN 87,048 75,289
DOW CHEMICAL COMPANY (THE) 2.1% 11/15/2030 USD SR LIEN 173,558 141,159
DTE ENERGY CO 3.4% 06/15/2029 USD SER C SR LIEN 261,052 233,342
DUKE ENERGY FLORIDA, LLC 3.2% 01/15/2027 USD SR LIEN 149,910 141,924
EATON VANCE CORP 3.625% 06/15/2023 SR LIEN 150,078 149,125
EBAY INC. 2.6% 05/10/2031 USD SR LIEN 186,810 152,138
ENBRIDGE INC 3.125% 11/15/2029 USD SR LIEN 101,016 83,057
ENERGY TRANSFER OPERATING LP 5.25% 04/15/2029 USD SR LIEN 81,907 72,743
EQUINIX, INC. 2.15% 07/15/2030 USD SR LIEN 100,360 79,774
FEDEX CORPORATION 4.9% 01/15/2034 USD SR LIEN 173,526 150,864
FIDELITY NATIONAL INFORMATION 1.65% 03/01/2028 USD SR LIEN 85,559 78,177
FIFTH THIRD BANCORP HYBRID 04/25/2033 USD SR LIEN CPN 04/25/22 4.337% 81,131 79,758
FOX CORPORATION 4.709% 01/25/2029 USD SER WI SR LIEN 176,608 161,724
GENERAL MOTORS FINANCIAL COMPA 1.7% 08/18/2023 SR LIEN 169,837 166,095
GLOBAL PAYMENTS INC. 3.2% 08/15/2029 USD SR LIEN 127,505 104,770
HEWLETT PACKARD ENTERPRISE COM STEP 10/15/2025 SER WI SR LIEN M-W+45.00BP 4. 175,979 158,613
ILLUMINA, INC 2.55% 03/23/2031 USD SR LIEN 161,015 142,966
ING GROEP N.V. HYBRID 03/28/2033 USD SR LIEN CPN 03/28/22 4.252% 193,764 176,676
INTERCONTINENTAL EXCHANGE, INC 1.85% 09/15/2032 USD SR LIEN 189,162 143,501
INTERNATIONAL BUSINESS MACHINE 1.7% 05/15/2027 USD SR LIEN 174,126 149,557
INTERSTATE POWER AND LIGHT COM 2.3% 06/01/2030 USD SR LIEN 273,831 225,376
JM SMUCKER CO 2.125% 03/15/2032 USD SR LIEN 82,929 76,952
JOHN DEERE CAPITAL CORP MTN 2.65% 06/24/2024 USD SR LIEN 99,809 96,954
JPMORGAN CHASE & CO. HYBRID 03/13/2026 USD SR LIEN CPN 03/13/20 2.005% 75,000 69,467
JPMORGAN CHASE & CO. HYBRID 06/01/2028 USD SR LIEN CPN 05/27/20 2.182% 100,000 87,572
JPMORGAN CHASE & CO. HYBRID 09/22/2027 USD SER FXD SR LIEN CPN 09/22/21 1.47 95,386 94,404
JPMORGAN CHASE & CO. HYBRID 10/15/2030 USD SR LIEN CPN 09/12/19 2.739% 20,300 16,818
KEYCORP HYBRID MTN 06/01/2033 USD SR LIEN CPN 05/23/22 4.789% 225,299 219,871
KINDER MORGAN INC 2.0% 02/15/2031 USD SR LIEN 113,282 91,680
MARSH & MCLENNAN COS INC 2.25% 11/15/2030 USD SR LIEN 99,146 81,963
MASTERCARD INC 2.95% 06/01/2029 USD SR LIEN 124,828 113,029
MITSUBISHI UFJ FINANCIAL GROUP 3.761% 07/26/2023 SR LIEN 200,039 198,338
MIZUHO FINANCIAL GROUP 2.564% 09/13/2031 USD SUB LIEN 233,692 204,039
MORGAN STANLEY HYBRID MTN 01/22/2031 USD SR LIEN CPN 01/22/20 2.699% 65,022 53,725
MORGAN STANLEY MTN 3.875% 01/27/2026 USD SR LIEN 255,740 241,848
MPLX LP 4.875% 12/01/2024 USD SER WI SR LIEN 101,687 99,232
NATIONAL RURAL UTILITIES COOPE MTN 3.25% 11/01/2025 USD SR LIEN 91,781 87,484
NEVADA POWER CO 2.4% 05/01/2030 USD SER DD SR LIEN 199,480 168,160
NXP B.V. 5.0% 01/15/2033 USD SR LIEN NXP FUNDING LLC / NXP USA INC 112,339 108,917
ORACLE CORPORATION 2.875% 03/25/2031 USD SR LIEN 147,832 120,646
PEPSICO, INC. 3.0% 10/15/2027 USD SR LIEN 195,954 187,836
PFIZER INC. 3.6% 09/15/2028 USD SER 10YR SR LIEN 149,762 143,712
PNC FINANCIAL SERVICES GROUP, HYBRID 06/06/2033 USD SUB LIEN CPN 06/06/22 4. 210,304 210,418
PUBLIC SERVICE ELECTRIC MTN 2.25% 09/15/2026 USD SR LIEN 146,041 136,400
PUBLIC STORAGE 0.875% 02/15/2026 USD SR LIEN 29,945 26,594
REALTY INCOME CORP 3.1% 12/15/2029 USD SR LIEN 101,138 82,988
REPUBLIC SERVICES INC 3.375% 11/15/2027 USD SR LIEN 149,748 139,986
ROPER TECHNOLOGIES INC 1.75% 02/15/2031 USD SR LIEN 156,211 127,528
ROYALTY PHARMA PLC 2.15% 09/02/2031 USD SR LIEN 99,853 78,920
RYDER SYSTEM, INC. MTN 3.4% 03/01/2023 SR LIEN 135,267 134,614
SANTANDER UK GROUP HOLDINGS PL HYBRID 08/21/2026 USD SR LIEN CPN 08/21/20 1. 200,000 176,328
SHELL INTERNATIONAL FIN 4.125% 05/11/2035 USD SR LIEN 81,184 79,156
SKYWORKS SOLUTIONS, INC. 3.0% 06/01/2031 USD SR LIEN 96,778 74,601
SPIRIT REALTY LP 3.2% 02/15/2031 USD SR LIEN 108,902 88,061
SRS CCD 26745899 MTN 3.75% 06/01/2026 USD SR LIEN 301,091 281,190
STANLEY BLACK & DECKER I 2.3% 03/15/2030 USD SR LIEN 219,267 180,805
STATE STREET CORPORATION HYBRID 11/01/2034 USD SUB LIEN CPN 11/01/19 3.031% 150,000 126,497
SUMITOMO MITSUI FINANCIAL GROU 0.508% 01/12/2024 USD SR LIEN 200,000 190,450
SUNOCO LOGISTICS PARTNER 4.25% 04/01/2024 USD SR LIEN 47,973 49,119
SYNCHRONY FINANCIAL 4.5% 07/23/2025 USD SR LIEN 123,407 110,389
TARGET CORPORATION 2.35% 02/15/2030 USD SR LIEN 179,663 153,139
T-MOBILE USA, INC. 3.875% 04/15/2030 USD SER WI SR LIEN 118,255 108,077
TOYOTA MOTOR CORPORATION 0.681% 03/25/2024 USD SR LIEN 70,000 66,421
TRANS-CANADA PIPELINES 4.625% 03/01/2034 USD SR LIEN 176,325 137,243
U.S. BANCORP HYBRID 10/21/2033 USD SR LIEN CPN 10/21/22 5.85% 195,396 190,624
UDR INC MTN 3.2% 01/15/2030 USD SR LIEN 210,624 187,907
UNILEVER CAPITAL CORPORATION 2.125% 09/06/2029 USD SR LIEN 171,560 148,519
UNILEVER CAPITAL CORPORATION 3.25% 03/07/2024 USD SR LIEN 173,737 171,777
VERIZON COMMUNICATIONS, INC. 3.15% 03/22/2030 USD SER 10YR SR LIEN 164,493 145,934
VERIZON COMMUNICATIONS, INC. 3.875% 02/08/2029 USD SR LIEN 168,681 158,907
WASTE MANAGEMENT INC 1.5% 03/15/2031 USD SR LIEN 74,822 58,811
WELLS FARGO & COMPANY HYBRID MTN 06/02/2028 USD SR LIEN CPN 06/02/20 2.393% 160,000 141,429
WELLS FARGO & COMPANY MTN 4.15% 01/24/2029 USD SR LIEN 143,744 135,678
WP CAREY INC 2.4% 02/01/2031 USD SR LIEN 93,426 75,138
ZOETIS INC. 3.25% 02/01/2023 SER B SR LIEN 74,939 74,883

TY 2022 InvestmentsCorpStockSchedule
Name:
THE FRIST FOUNDATION
EIN:
62-1134070
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES CMN 405,928 428,182
ACCENTURE PLC CMN CLASS A 196,544 360,501
ADYEN N.V. ADR CMN 364,851 301,450
AIA GROUP LIMITED SPONSORED ADR CMN SERIES 234,733 367,087
AIR PRODUCTS & CHEMICALS INC CMN 496,325 554,868
ALCON, INC. CMN 297,196 344,052
ALPHABET INC. CMN CLASS C 641,327 463,614
AMERICAN TOWER CORPORATION CMN 445,255 402,534
AON PUBLIC LIMITED COMPANY CMN 341,393 426,199
ARES SPECIAL OPPORTUNITIES ACCESS OFFSHORE LP 4,415,557 7,116,404
ASM INTERNATIONAL N.V. ADR CMN SERIES REG SHARES 257,643 198,431
ASML HOLDING N.V. ADR CMN 117,431 373,191
ASTRAZENECA PLC SPONS ADR SPONSORED ADR CMN 359,635 365,239
AT&T INC. CMN 886,941 745,605
ATLAS COPCO AB SPONS ADR NEW REPSTG COM SER-A 155,354 202,168
ATLASSIAN CORP CMN 560,997 296,093
AVALONBAY COMMUNITIES INC CMN 167,673 177,672
AXALTA COATING SYSTEMS LTD. CMN 431,030 486,477
BAIN EUROPE V, LP 3,238,280 3,546,095
BANK OF AMERICA CORP CMN 217,682 466,992
BERKSHIRE HATHAWAY INC. CLASS B 316,316 503,507
BLACKROCK, INC. CMN 598,920 642,727
BRISTOL-MYERS SQUIBB COMPANY CMN 797,845 913,765
BROAD STREET REAL ESTATE CREDIT PARTNERS II OFFSHORE FEEDER FUND, L.P. 512,627 232,468
CANADIAN PACIFIC RAILWAY LTD CMN 245,299 541,374
CARTER'S, INC. CMN 351,755 367,454
CATERPILLAR INC (DELAWARE) CMN 546,943 694,724
CHAMPLAIN SMALL COMPANY FUND INSTITUTIONAL 6,506,841 6,555,199
CISCO SYSTEMS, INC. CMN 758,531 847,992
COCA-COLA COMPANY (THE) CMN 423,603 572,490
CONOCOPHILLIPS CMN 613,876 719,800
CORNING INCORPORATED CMN 382,760 497,466
CSL LIMITED SPONSORED ADR CMN 174,713 342,185
CVS HEALTH CORP CMN 603,957 680,287
DEVON ENERGY CORPORATION (NEW) CMN 30,105 206,920
DFA REAL ESTATE SECURITIES PORTFOLIO INSTITUTIONAL 3,886,627 3,780,940
DIGITAL REALTY TRUST, INC. CMN 221,980 220,594
DST OPPORTUNITIES II ACCESS OFFSHORE LP 1,088,063 2,011,675
DST OPPORTUNITIES IV ACCESS OFFSHORE LP 1,332,219 1,014,773
DST OPPORTUNITIES V ACCESS OFFSHORE LP 488,077 372,036
DSV PANALPINA A/S UNSPONSORED ADR CMN 86,176 211,106
DUPONT DE NEMOURS INC CMN 376,120 487,136
EATON CORP PLC CMN 325,837 502,240
ELANCO ANIMAL HEALTH INCORPORA CMN 405,999 399,594
EPAM SYSTEMS, INC. CMN 414,549 301,849
EVOLUTION AB ADR CMN 408,472 303,466
EXPERIAN PLC SPONSORED ADR CMN 243,629 418,475
FERGUSON PLC CMN 233,304 226,768
FERRARI N.V. CMN 304,199 377,241
FIDELIS INVESTORS OFFSHORE LP 250,000 381,208
FIDELITY NATL INFO SVCS INC CMN 277,464 223,905
GENERAL MOTORS COMPANY CMN 311,178 401,998
GILEAD SCIENCES CMN 443,955 437,835
GLOBAL PRIVATE OPPORTUNITIES II OFFSHORE SCSP (C) 1,254,899 2,119,073
GRAPHIC PACKAGING HLDGCO CMN 217,167 437,213
GS HIGH YIELD FUND CLASS P 6,253,727 5,357,362
GS PRIVATE MIDDLE MARKET CREDIT II, LLC 2,700,000 2,511,582
GS STRATEGIC FACTOR ALLOCATION FUND CLASS P 11,121,520 10,476,099
GS STRATEGIC VOLATILITY PREMIUM FUND CLASS P 3,929,800 3,909,320
GS TACTICAL TILT OVERLAY FUND CLASS P 10,027,712 10,422,398
GS VINTAGE FUND III OFFSHORE, L.P. 2,216,514 43,782
GS VINTAGE FUND IV OFFSHORE, L.P. 1,638,180 777,717
HANESBRANDS INC. CMN 572,289 254,082
HARTFORD INTERNATIONAL VALUE FUND Y CLASS 11,109,017 11,372,804
HCA HEALTHCARE, INC CMN 1,567,405 316,999,158
HONEYWELL INTL INC CMN 415,627 557,180
HORIZON ENVIRONMENT & CLIMATE SOLUTIONS OFFSHORE FEEDER FUND I, LLC 1,110,000 1,079,676
ICICI BANK LIMITED SPONS ADR 196,217 185,956
ICON PUBLIC LIMITED COMPANY CMN 256,424 321,678
INFINERA CORPORATION CMN 216,191 202,874
INSIGHT VENTURE PARTNERS X ACCESS OFFSHORE LP 1,297,893 2,863,566
INTL BUSINESS MACHINES CORP CMN 916,907 915,785
INTL.FLAVORS & FRAGRANCE CMN 273,369 347,754
ISHARES MSCI TOTAL INTERNATIONAL INDEX FUND K SHARES 7,690,886 7,760,102
JOHNSON & JOHNSON CMN 678,675 794,925
JPMORGAN CHASE & CO CMN 710,573 938,700
KLA CORP CMN 407,888 496,171
LASERTEC CORPORATION ADR CMN 183,751 207,984
LI NING COMPANY LIMITED UNSPONSORED ADR CMN 255,256 203,772
LIONS GATE ENTERTAINMENT CORP. CMN CLASS B 686,526 329,058
LONZA GROUP AG UNSPONSORED ADR CMN 205,764 161,513
LULULEMON ATHLETICA INC. CMN 143,985 219,781
LVMH MOET HENNESSY LOUIS VUITTON S.A. ADR CMN 72,544 301,132
MC DONALDS CORP CMN 528,280 661,197
MERCK & CO., INC. CMN 48,850 102,629
METTLER-TOLEDO INTL CMN 132,043 267,408
MICRON TECHNOLOGY, INC. CMN 428,253 432,327
MICROSOFT CORPORATION CMN 1,122,711 1,175,118
MOHAWK INDUSTRIES INC COMMON STOCK 579,816 449,768
NESTLE SA SPONSORED ADR (REP 1/20 CHF 10 REGD SHS) 224,346 340,110
NEW MOUNTAIN PARTNERS VI ACCESS OFFSHORE SCSP 1,191,286 1,223,909
NEXTERA ENERGY, INC. CMN 360,457 351,120
NORFOLK SOUTHERN CORP CMN 560,125 616,050
NOVO-NORDISK A/S ADR ADR CMN 388,518 488,307
PERNOD RICARD SPONSORED ADR CMN 210,321 249,877
PRIVATE EQUITY CO-INVESTMENT PARTNERS II OFFSHORE SCSP CMN 3,672,749 5,845,867
PRIVATE EQUITY CO-INVESTMENT PARTNERS III OFFSHORE SCSP 976,809 982,424
PRIVATE EQUITY CO-INVESTMENT PARTNERS OFFSHORE SCSP 1,602,389 2,433,451
REGIONS FINANCIAL CORPORATION CMN 216,870 417,186
RESMED INC. CMN 196,156 325,932
ROSS STORES,INC CMN 309,065 383,031
SALESFORCE INC CMN 866,171 556,878
SCHNEIDER ELECTRIC SE UNSPONSORED ADR (FRANCE) SCHNEIDER ELECTRIC SE UNSPONS 382,404 346,208
SENSATA TECHNOLOGIES HOLDING P CMN 395,513 399,762
SHEPHERD INVESTMENTS INTERNATIONAL, LTD. - CONSOLIDATED HOLDINGS 15,139 11,837
SIKA AG ADR CMN 230,511 285,847
SILVER POINT DISTRESSED OPPORTUNITIES ACCESS OFFSHORE LP 1,430,482 2,653,982
SPDR S&P 500 ETF TRUST 8,577,911 26,352,446
SS&C TECHNOLOGIES HOLDINGS, IN CMN 424,658 437,304
STERIS PUBLIC LIMITED COMPANY CMN 205,175 292,918
TARGET CORPORATION CMN 962,491 700,488
TCV XI ACCESS OFFSHORE SCSP 464,115 410,868
TEXAS INSTRUMENTS INC. CMN 626,971 726,968
THOMSON REUTERS CORPORATION CMN DTC CUSIP 162,593 160,953
TPG TECH ADJACENCIES ACCESS OFFSHORE LP 1,991,188 2,735,886
TPG TECH ADJACENCIES II ACCESS OFFSHORE LP 2,094,890 1,976,968
URBAN OUTFITTERS INC CMN 249,919 312,435
VANGUARD SPECIALIZED PORTFOLIO VANGUARD DIVIDEND APPRECIATION MUTUAL FUND CL 3,527,202 9,688,030
VINTAGE VII OFFSHORE SCSP 3,098,426 4,545,048
VINTAGE VIII B OFFSHORE SCSP 2,235,392 5,208,062
WALGREENS BOOTS ALLIANCE, INC. CMN 482,280 381,072
WALMART INC CMN 581,144 638,055
WALT DISNEY COMPANY (THE) CMN 430,640 386,616
WASTE CONNECTIONS, INC. CMN 221,079 211,168
WESTINGHOUSE AIR BRAKE TECHNOL CMN 52,721 100,309
XCEL ENERGY INC. CMN 254,829 259,407

TY 2022 InvestmentsOtherSchedule2
Name:
THE FRIST FOUNDATION
EIN:
62-1134070
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ARES DIRECT LENDING OPPORTUNITIES ACCESS PARALLEL LLC AT COST 2,964,624 2,737,170
ARES SPECIAL OPPORTUNITIES II ACCESS OFFSHORE LP AT COST 2,802,823 2,460,365
BAIN CAPITAL ASIA II FUND, L.P. AT COST 1,105,801 1,394,787
BAIN CAPITAL EUROPE FUND IV,LP AT COST 1,785,854 2,029,805
BAIN CAPITAL FUND XI, L.P. AT COST 1,043,046 1,329,504
BAIN CAPITAL FUND XII, L.P. AT COST 1,852,009 2,346,492
BAIN CAPITAL FUND XIII, L.P. AT COST 1,231,850 1,295,158
BAIN CAPITAL TECH OPPORTUNITIES FUND II, L.P. AT COST 441,142 458,969
BAIN TECH OPPORTUNITIES, L.P. AT COST 1,761,302 2,269,077
BPG INVESTORS, L.P. AT COST 234,309 234,308
BYDC INVESTORS, L.P. AT COST 2,148,224 4,252,900
GS PETERSHILL II OFFSHORE, L.P. AT COST 2,604,225 2,263,649
KKR GLOBAL FAMILY INVESTMENT PARTNERSHIP LP AT COST 1,880,533 4,313,559
MOUNT KELLETT CAPITAL PARTNERS II ACCESS LP AT COST 0 199,638
VINTAGE IX B OFFSHORE SCSP AT COST 89,824 132,447
VOLTA INVESTMENTS, SLP AT COST 344,525 373,603
WEST STREET CAPITAL PARTNERS VII - PARALLEL, LP AT COST 1,692,764 2,732,733
WEST STREET CAPITAL PARTNERS VIII - PARALLEL, LP AT COST 1,174,306 1,187,539

TY 2022 LandEtcSchedule2
Name:
THE FRIST FOUNDATION
EIN:
62-1134070
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
COMPUTER EQUIPMENT 33,656 24,001 9,655 9,655
FURNITURE 126,367 13,195 113,172 113,172
LEASEHOLD IMPROVEMENTS 106,917 10,692 96,225 96,225


TY 2022 LegalFeesSchedule
Name:
THE FRIST FOUNDATION
EIN:
62-1134070
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 6,510 0   4,640


TY 2022 OtherAssetsSchedule
Name:
THE FRIST FOUNDATION
EIN:
62-1134070
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INCOME 307,684 467,385 467,385
FEDERAL EXCISE TAXES REFUNDABLE 8,222 0 0
RIGHT-OF-USE LEASE ASSET 218,226 154,473 154,473
OTHER CURRENT ASSETS 47,881 29,934 29,934
DUE FROM INVESTMENT BROKERS 0 42,379 42,379


TY 2022 OtherExpensesSchedule
Name:
THE FRIST FOUNDATION
EIN:
62-1134070
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SUPPLIES, POSTAGE, AND TELEPHONE 12,674 464   12,140
OFFICE EQUIPMENT, TECHNOLOGY, AND MAINTENANCE 44,025 0   44,687
INSURANCE 10,123 0   10,123
MISCELLANEOUS EXPENSES 8,016 0   7,358
LIMITED PARTNERSHIP EXPENSES 328,469 328,469   0


TY 2022 OtherIncomeSchedule2
Name:
THE FRIST FOUNDATION
EIN:
62-1134070
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 PASS-THROUGH OTHER INCOME (LOSS) 442,555 442,555 442,555
K-1 PASS-THROUGH NON-TAXABLE INCOME (LOSS) 329,183   329,183
K-1 PASS-THROUGH NET UNRELATED BUSINESS INCOME (LOSS) -1,622 0 -1,622


TY 2022 OtherIncreasesSchedule
Name:
THE FRIST FOUNDATION
EIN:
62-1134070
Description Amount
DECREASE IN DEFERRED FEDERAL EXCISE TAX LIABILITY 1,259,854


TY 2022 OtherLiabilitiesSchedule
Name:
THE FRIST FOUNDATION
EIN:
62-1134070
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED FEDERAL EXCISE TAXES 6,259,528 4,999,669
CONDITIONAL GRANT PAYABLE 150,000 150,000
DUE TO INVESTMENT BROKERS 39,905 0
RIGHT-OF-USE LEASE OBLIGATION 251,355 186,538
FEDERAL EXCISE TAXES PAYABLE 0 1,339
CALL/ABT FLEX EURO PM @ 110 EXP 01/20/2023 0 99
CALL/ABT FLEX EURO PM @ 112.5 EXP 01/20/2023 0 1,908
CALL/ABT FLEX EURO PM @ 117.5 EXP 02/17/2023 0 1,640
CALL/AMT FLEX EURO PM @ 225 EXP 01/20/2023 0 666
CALL/AMT FLEX EURO PM @ 230 EXP 01/20/2023 0 608
CALL/AMT FLEX EURO PM @ 235 EXP 02/17/2023 0 2,385
CALL/AMT FLEX EURO PM @ 240 EXP 01/20/2023 0 810
CALL/APD FLEX EURO PM @ 320 EXP 01/20/2023 0 2,403
CALL/APD FLEX EURO PM @ 345 EXP 02/17/2023 0 2,862
CALL/AVB FLEX EURO PM @ 177.5 EXP 02/17/2023 0 984
CALL/AVB FLEX EURO PM @ 185 EXP 01/20/2023 0 115
CALL/AVB FLEX EURO PM @ 202.5 EXP 01/20/2023 0 772
CALL/BLK FLEX EURO PM @ 785 EXP 02/17/2023 0 3,805
CALL/BLK FLEX EURO PM @ 805 EXP 01/20/2023 0 4,484
CALL/BMY FLEX EURO PM @ 77 EXP 01/20/2023 0 60
CALL/BMY FLEX EURO PM @ 80 EXP 02/17/2023 0 2,583
CALL/BMY FLEX EURO PM @ 82 EXP 01/20/2023 0 58
CALL/BMY FLEX EURO PM @ 83 EXP 01/20/2023 0 4,575
CALL/CAT FLEX EURO PM @ 255 EXP 01/20/2023 0 3,510
CALL/CAT FLEX EURO PM @ 260 EXP 02/17/2023 0 4,251
CALL/CAT FLEX EURO PM @ 265 EXP 02/17/2023 0 321
CALL/COP FLEX EURO PM @ 127.5 EXP 02/17/2023 0 4,172
CALL/COP FLEX EURO PM @ 142.5 EXP 01/20/2023 0 4,648
CALL/COP FLEX EURO PM @ 147.5 EXP 02/17/2023 0 196
CALL/COP FLEX EURO PM @ 155 EXP 01/20/2023 0 740
CALL/CRM FLEX EURO PM @ 150 EXP 02/17/2023 0 3,339
CALL/CRM FLEX EURO PM @ 172.5 EXP 01/20/2023 0 4,242
CALL/CSCO FLEX EURO PM 50 EXP 01/20/2023 0 108
CALL/CSCO FLEX EURO PM 52 EXP 01/20/2023 0 3,060
CALL/CSCO FLEX EURO PM 52 EXP 02/17/2023 0 4,005
CALL/CVS FLEX EURO PM @ 101 EXP 01/20/2023 0 102
CALL/CVS FLEX EURO PM @ 104 EXP 02/17/2023 0 3,492
CALL/CVS FLEX EURO PM @ 106 EXP 01/20/2023 0 3,168
CALL/CVS FLEX EURO PM @ 109 EXP 01/20/2023 0 174
CALL/DLR FLEX EURO PM @ 110 EXP 01/20/2023 0 880
CALL/DLR FLEX EURO PM @ 115 EXP 02/17/2023 0 1,199
CALL/ETN FLEX EURO PM @ 162.5 EXP 01/20/2023 0 393
CALL/ETN FLEX EURO PM @ 172.5 EXP 02/17/2023 0 2,432
CALL/ETN FLEX EURO PM @ 180 EXP 01/20/2023 0 1,781
CALL/FIS FLEX EURO PM @ 68 EXP 01/20/2023 0 1,088
CALL/FIS FLEX EURO PM @ 79 EXP 02/17/2023 0 1,666
CALL/GILD FLEX EURO PM 92 EXP 01/20/2023 0 1,274
CALL/GILD FLEX EURO PM 95 EXP 02/17/2023 0 2,200
CALL/HON FLEX EURO PM @ 230 EXP 02/17/2023 0 2,353
CALL/HON FLEX EURO PM @ 235 EXP 01/20/2023 0 2,041
CALL/IBM FLEX EURO PM @ 152.5 EXP 02/17/2023 0 2,821
CALL/IBM FLEX EURO PM @ 160 EXP 01/20/2023 0 3,400
CALL/JNJ FLEX EURO PM @ 185 EXP 01/20/2023 0 1,755
CALL/JNJ FLEX EURO PM @ 187.5 EXP 01/20/2023 0 873
CALL/JNJ FLEX EURO PM @ 187.5 EXP 02/17/2023 0 2,070
CALL/JPM FLEX EURO PM @ 142.5 EXP 02/17/2023 0 4,900
CALL/JPM FLEX EURO PM @ 147.5 EXP 01/20/2023 0 3,955
CALL/KLAC FLEX EURO PM 370 EXP 01/20/2023 0 876
CALL/KLAC FLEX EURO PM 435 EXP 01/20/2023 0 2,044
CALL/KLAC FLEX EURO PM 445 EXP 02/17/2023 0 4,109
CALL/KO FLEX EURO PM @ 64 EXP 01/20/2023 0 533
CALL/KO FLEX EURO PM @ 65 EXP 01/20/2023 0 1,488
CALL/KO FLEX EURO PM @ 66 EXP 01/20/2023 0 19
CALL/KO FLEX EURO PM @ 68 EXP 02/17/2023 0 1,305
CALL/MCD FLEX EURO PM @ 285 EXP 01/20/2023 0 684
CALL/MCD FLEX EURO PM @ 290 EXP 01/20/2023 0 1,791
CALL/MCD FLEX EURO PM @ 290 EXP 02/17/2023 0 1,608
CALL/MSFT FLEX EURO PM 270 EXP 01/20/2023 0 6,096
CALL/MSFT FLEX EURO PM 270 EXP 02/17/2023 0 7,248
CALL/MSFT FLEX EURO PM 290 EXP 01/20/2023 0 247
CALL/NEE FLEX EURO PM @ 90 EXP 01/20/2023 0 53
CALL/NEE FLEX EURO PM @ 91 EXP 01/20/2023 0 1,760
CALL/NEE FLEX EURO PM @ 92 EXP 02/17/2023 0 1,995
CALL/NSC FLEX EURO PM @ 270 EXP 01/20/2023 0 2,977
CALL/NSC FLEX EURO PM @ 275 EXP 02/17/2023 0 2,352
CALL/ROST FLEX EURO PM 122.5 EXP 01/20/2023 0 1,596
CALL/ROST FLEX EURO PM 125 EXP 01/20/2023 0 370
CALL/ROST FLEX EURO PM 130 EXP 02/17/2023 0 1,568
CALL/T FLEX EURO PM @ 19 EXP 01/20/2023 0 12
CALL/T FLEX EURO PM @ 19.5 EXP 02/17/2023 0 3,232
CALL/T FLEX EURO PM @ 20 EXP 01/20/2023 0 3,397
CALL/TGT FLEX EURO PM @ 157.5 EXP 01/20/2023 0 402
CALL/TGT FLEX EURO PM @ 162.5 EXP 02/17/2023 0 3,956
CALL/TGT FLEX EURO PM @ 180 EXP 01/20/2023 0 3,819
CALL/TGT FLEX EURO PM @ 197.5 EXP 01/20/2023 0 383
CALL/TXN FLEX EURO PM @ 187.5 EXP 02/17/2023 0 4,025
CALL/TXN FLEX EURO PM @ 190 EXP 01/20/2023 0 175
CALL/TXN FLEX EURO PM @ 192.5 EXP 01/20/2023 0 3,632
CALL/WMT FLEX EURO PM @ 152.5 EXP 02/17/2023 0 2,199
CALL/WMT FLEX EURO PM @ 160 EXP 01/20/2023 0 3,575
CALL/XEL FLEX EURO PM @ 70 EXP 01/20/2023 0 624
CALL/XEL FLEX EURO PM @ 73 EXP 01/20/2023 0 380
CALL/XEL FLEX EURO PM @ 75 EXP 02/17/2023 0 864
CALL/AVB FLEX EURO PM @ 255 EXP 01/21/2022 1,909 0
CALL/AVB FLEX EURO PM @ 260 EXP 02/18/2022 2,019 0
CALL/BLK FLEX EURO PM @ 990 EXP 01/21/2022 5,880 0
CALL/BLK FLEX EURO PM @ 990 EXP 02/18/2022 3,795 0
CALL/BMY FLEX EURO PM @ 61 EXP 01/21/2022 4,209 0
CALL/BMY FLEX EURO PM @ 65 EXP 01/21/2022 84 0
CALL/BMY FLEX EURO PM @ 66 EXP 02/18/2022 4,402 0
CALL/CSCO FLEX EURO PM 58 EXP 01/21/2022 4,988 0
CALL/CSCO FLEX EURO PM 65 EXP 02/18/2022 6,020 0
CALL/CVS FLEX EURO PM @ 100 EXP 01/21/2022 3,822 0
CALL/CVS FLEX EURO PM @ 102 EXP 02/18/2022 136 0
CALL/CVS FLEX EURO PM @ 107.5 EXP 02/18/2022 3,744 0
CALL/CVX FLEX EURO PM @ 122.5 EXP 01/21/2022 3,575 0
CALL/CVX FLEX EURO PM @ 122.5 EXP 02/18/2022 2,806 0
CALL/ETN FLEX EURO PM @ 177.5 EXP 02/18/2022 2,788 0
CALL/ETN FLEX EURO PM @ 185 EXP 01/21/2022 3,042 0
CALL/ETN FLEX EURO PM @ 190 EXP 02/18/2022 217 0
CALL/HD FLEX EURO PM @ 420 EXP 02/18/2022 5,475 0
CALL/HD FLEX EURO PM @ 445 EXP 01/21/2022 5,655 0
CALL/HON FLEX EURO PM @ 220 EXP 02/18/2022 1,848 0
CALL/HON FLEX EURO PM @ 235 EXP 01/21/2022 2,262 0
CALL/IBM FLEX EURO PM @ 125 EXP 01/21/2022 3,045 0
CALL/IBM FLEX EURO PM @ 125 EXP 02/18/2022 5,292 0
CALL/IP FLEX EURO PM @ 48 EXP 02/18/2022 1,100 0
CALL/IP FLEX EURO PM @ 52 EXP 01/21/2022 1,232 0
CALL/ITW FLEX EURO PM @ 250 EXP 02/18/2022 2,728 0
CALL/ITW FLEX EURO PM @ 255 EXP 01/21/2022 2,030 0
CALL/JNJ FLEX EURO PM @ 170 EXP 01/21/2022 3,683 0
CALL/JNJ FLEX EURO PM @ 175 EXP 01/21/2022 182 0
CALL/JNJ FLEX EURO PM @ 177.5 EXP 02/18/2022 4,123 0
CALL/JPM FLEX EURO PM @ 167.5 EXP 02/18/2022 5,180 0
CALL/JPM FLEX EURO PM @ 175 EXP 01/21/2022 7,280 0
CALL/KLAC FLEX EURO PM 450 EXP 02/18/2022 4,419 0
CALL/KLAC FLEX EURO PM 470 EXP 01/21/2022 4,064 0
CALL/KO FLEX EURO PM @ 58 EXP 01/21/2022 2,059 0
CALL/KO FLEX EURO PM @ 61 EXP 02/18/2022 3,036 0
CALL/MCD FLEX EURO PM @ 265 EXP 01/21/2022 3,258 0
CALL/MCD FLEX EURO PM @ 280 EXP 02/18/2022 2,873 0
CALL/MDT FLEX EURO PM @ 110 EXP 02/18/2022 2,336 0
CALL/MDT FLEX EURO PM @ 125 EXP 01/21/2022 4,554 0
CALL/MSFT FLEX EURO PM 345 EXP 01/21/2022 193 0
CALL/MSFT FLEX EURO PM 355 EXP 02/18/2022 5,928 0
CALL/MSFT FLEX EURO PM 370 EXP 01/21/2022 5,310 0
CALL/PG FLEX EURO PM @ 155 EXP 01/21/2022 2,816 0
CALL/PG FLEX EURO PM @ 167.5 EXP 02/18/2022 2,904 0
CALL/SRE FLEX EURO PM @ 130 EXP 01/21/2022 1,875 0
CALL/SRE FLEX EURO PM @ 135 EXP 02/18/2022 1,488 0
CALL/T FLEX EURO PM @ 25 EXP 01/21/2022 6,513 0
CALL/T FLEX EURO PM @ 26 EXP 02/18/2022 3,648 0
CALL/TXN FLEX EURO PM @ 202.5 EXP 02/18/2022 4,439 0
CALL/TXN FLEX EURO PM @ 210 EXP 01/21/2022 4,163 0
CALL/UNP FLEX EURO PM @ 260 EXP 01/21/2022 3,961 0
CALL/UNP FLEX EURO PM @ 260 EXP 02/18/2022 3,910 0
CALL/VTR FLEX EURO PM @ 53 EXP 02/18/2022 2,160 0
CALL/VTR FLEX EURO PM @ 54 EXP 01/21/2022 3,795 0
CALL/XEL FLEX EURO PM @ 69 EXP 01/21/2022 2,400 0
CALL/XEL FLEX EURO PM @ 70 EXP 02/18/2022 1,848 0


TY 2022 OtherProfessionalFeesSchedule
Name:
THE FRIST FOUNDATION
EIN:
62-1134070
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGER FEES 669,542 669,542   0
COMMUNICATIONS AND BRANDING 18,500 0   18,500
CONSULTING 59,903 0   59,903
SPECIAL CONSULTING - SENIOR FELLOW 200,000 10,000   190,000


TY 2022 TaxesSchedule
Name:
THE FRIST FOUNDATION
EIN:
62-1134070
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CURRENT FEDERAL EXCISE TAXES 269,561 0   0
PAYROLL TAXES 29,559 1,629   27,930
UNRELATED BUSINESS INCOME TAX 1,308 0   0