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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 07-01-2023 , and ending 06-30-2024
Name of foundation
THE RICH FOUNDATION
C/O TRUXTON TRUST
Number and street (or P.O. box number if mail is not delivered to street address)20 BURTON HILLS BLVD 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NASHVILLE, TN37215
A Employer identification number

62-1588498
B Telephone number (see instructions)

(615) 515-1740
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$3,479,718J 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      
4 Dividends and interest from securities... 84,386 90,553  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 139,406
b Gross sales price for all assets on line 6a 433,921
7 Capital gain net income (from Part IV, line 2)... 139,406
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 223,792 229,959  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 32,670 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,690 0   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
609 370   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
42,637 42,637   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 80,606 43,007   0
25 Contributions, gifts, grants paid....... 186,000 186,000
26 Total expenses and disbursements. Add lines 24 and 25 266,606 43,007   186,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -42,814
b Net investment income (if negative, enter -0-) 186,952
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 141,145 153,238 153,238
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 75,322 Click to see attachment
List of Attached Documents:
// Content
75,080 		73,873
b Investments—corporate stock (attach schedule)....... 1,344,570 Click to see attachment
List of Attached Documents:
// Content
1,296,136 		2,548,142
c Investments—corporate bonds (attach schedule)....... 736,585 Click to see attachment
List of Attached Documents:
// Content
730,354 		704,465
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)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,297,622 2,254,808 3,479,718
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,078,416 1,078,416
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,219,206 1,176,392
29 Total net assets or fund balances (see instructions)..... 2,297,622 2,254,808
30 Total liabilities and net assets/fund balances (see instructions). 2,297,622 2,254,808
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
2,297,622
2
Enter amount from Part I, line 27a .....................
2
-42,814
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,254,808
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
2,254,808
Form 990-PF (2023)
Form 990-PF (2023)
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 25 SHARES OF AMAZON.COM INC P 2024-04-04 2024-06-12
b 7 SHARES OF DEERE & CO INC P 2023-06-12 2024-06-12
c 1 SHARES OF INTUIT P 2023-12-01 2024-06-12
d 2 SHARES OF CHUBB LIMITED P 2023-12-01 2024-06-12
e 97 SHARES OF ISHARES RUSSELL 1000 VALUE INDEX P 2022-09-19 2023-07-11
100000 UNITS OF AMERIPRISE FINANCIAL INC SR NT DTD 09/06/13 4% 10/15/2023 P 2016-11-14 2023-10-15
104 SHARES OF VANGUARD GROWTH ETF P 2010-11-16 2024-06-12
106 SHARES OF ISHARES RUSSELL 1000 GROWTH INDEX P 2016-06-08 2024-06-12
.67 SHARES OF VERALTO CORP P 2016-06-08 2023-10-05
5 SHARES OF O'REILLY AUTOMOTIVE INC P 2016-06-08 2023-12-01
34 SHARES OF VERALTO CORP P 2016-06-08 2023-12-01
72 SHARES OF DISNEY WALT CO P 2016-06-08 2023-12-01
7 SHARES OF DISNEY WALT CO P 2016-08-17 2023-12-01
17 SHARES OF DISNEY WALT CO P 2020-03-27 2023-12-01
4 SHARES OF DISNEY WALT CO P 2020-05-07 2023-12-01
32 SHARES OF EATON CORP PLC P 2016-06-08 2023-12-01
3 SHARES OF EATON CORP PLC P 2020-05-07 2023-12-01
110 SHARES OF F M C CORP P 2016-06-08 2023-12-01
7 SHARES OF F M C CORP P 2016-08-17 2023-12-01
3 SHARES OF F M C CORP P 2020-05-07 2023-12-01
222 SHARES OF COMCAST CORPORATION CL A P 2018-03-22 2024-02-15
6 SHARES OF COMCAST CORPORATION CL A P 2020-05-07 2024-02-15
98 SHARES OF APTIV PLC P 2016-07-01 2024-02-15
3 SHARES OF APTIV PLC P 2016-08-17 2024-02-15
8 SHARES OF APTIV PLC P 2016-10-12 2024-02-15
3 SHARES OF APTIV PLC P 2020-05-07 2024-02-15
164 SHARES OF NIKE INC P 2016-06-08 2024-04-04
4 SHARES OF NIKE INC P 2020-05-07 2024-04-04
22 SHARES OF ABBOTT LABORATORIES P 2016-06-08 2024-06-12
19 SHARES OF AGILENT TECHNOLOGIES INC P 2019-03-18 2024-06-12
44 SHARES OF ALPHABET INC CL C P 2016-06-08 2024-06-12
30 SHARES OF APPLE INC P 2016-06-08 2024-06-12
7 SHARES OF APPLE INC P 2020-05-07 2024-06-12
3 SHARES OF BLACKROCK INC CL A P 2016-06-08 2024-06-12
14 SHARES OF DANAHER CORP P 2016-06-08 2024-06-12
14 SHARES OF DOLLAR TREE INC P 2016-06-08 2024-06-12
8 SHARES OF HONEYWELL INTERNATIONAL INC P 2020-06-19 2024-06-12
18 SHARES OF INTERCONTINENTAL EXCHANGE INC P 2017-11-28 2024-06-12
12 SHARES OF JOHNSON & JOHNSON P 2016-06-08 2024-06-12
6 SHARES OF KLA CORPORATION P 2022-02-08 2024-06-12
10 SHARES OF ELI LILLY & CO P 2020-01-29 2024-06-12
13 SHARES OF MARSH & MCLENNAN COS INC P 2016-06-08 2024-06-12
4 SHARES OF MARSH & MCLENNAN COS INC P 2020-05-07 2024-06-12
19 SHARES OF MICROSOFT CORP P 2020-05-07 2024-06-12
18 SHARES OF MORGAN STANLEY P 2016-06-08 2024-06-12
10 SHARES OF NESTLE S A SPONSORED ADR P 2016-06-08 2024-06-12
24 SHARES OF ORACLE CORP P 2020-03-27 2024-06-12
8 SHARES OF ORACLE CORP P 2020-05-07 2024-06-12
14 SHARES OF PEPSICO INC P 2016-06-08 2024-06-12
27 SHARES OF PHILLIPS 66 P 2016-06-08 2024-06-12
8 SHARES OF PROCTER & GAMBLE CO P 2016-06-08 2024-06-12
3 SHARES OF PROCTER & GAMBLE CO P 2020-05-07 2024-06-12
15 SHARES OF CHARLES SCHWAB CORPORATION P 2020-06-11 2024-06-12
21 SHARES OF CHARLES SCHWAB CORPORATION P 2020-12-03 2024-06-12
5 SHARES OF SNAP-ON INC P 2016-06-08 2024-06-12
16 SHARES OF TEXAS INSTRUMENTS INC P 2016-06-08 2024-06-12
3 SHARES OF TEXAS INSTRUMENTS INC P 2020-05-07 2024-06-12
8 SHARES OF UNION PACIFIC CORP P 2016-06-08 2024-06-12
1 SHARES OF UNION PACIFIC CORP P 2020-05-07 2024-06-12
7 SHARES OF VISA INC CL A P 2019-02-21 2024-06-12
2 SHARES OF VISA INC CL A P 2020-05-07 2024-06-12
36 SHARES OF WALMART INC P 2019-03-18 2024-06-12
15 SHARES OF EATON CORP PLC P 2016-06-08 2024-06-12
6 SHARES OF LINDE PLC P 2018-11-02 2024-06-12
1 SHARES OF LINDE PLC P 2020-05-07 2024-06-12
16 SHARES OF GARMIN LTD P 2020-12-03 2024-06-12
1 SHARES OF O'REILLY AUTOMOTIVE INC P 2016-06-08 2024-06-12
4 SHARES OF UNITEDHEALTH GROUP INC P 2022-02-08 2024-06-12
76 SHARES OF DOLLAR TREE INC P 2016-06-08 2024-06-27
10 SHARES OF DOLLAR TREE INC P 2020-05-07 2024-06-27
8 SHARES OF BROADCOM INC P 2021-06-14 2023-08-21
112.18 SHARES OF ENBRIDGE INC P 2016-06-03 2023-08-21
26.82 SHARES OF ENBRIDGE INC P 2016-07-01 2023-08-21
55 SHARES OF ENBRIDGE INC P 2020-05-07 2023-08-21
106 SHARES OF ENBRIDGE INC P 2021-06-14 2023-08-21
142 SHARES OF XCEL ENERGY INC P 2016-06-03 2024-02-29
32 SHARES OF XCEL ENERGY INC P 2016-07-01 2024-02-29
30 SHARES OF XCEL ENERGY INC P 2020-05-07 2024-02-29
101 SHARES OF XCEL ENERGY INC P 2021-06-14 2024-02-29
105 SHARES OF BCE INC P 2016-06-03 2024-03-06
1 SHARES OF BCE INC P 2016-07-01 2024-03-06
47 SHARES OF BCE INC P 2020-05-07 2024-03-06
74 SHARES OF BCE INC P 2021-06-14 2024-03-06
89 SHARES OF CVS HEALTH CORP P 2019-09-06 2024-05-30
46 SHARES OF CVS HEALTH CORP P 2020-05-07 2024-05-30
69 SHARES OF CVS HEALTH CORP P 2021-06-14 2024-05-30
62 SHARES OF CVS HEALTH CORP P 2022-05-18 2024-05-30
(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 4,650   4,571 79
b 2,588   2,707 -119
c 591   575 16
d 526   459 67
e 15,356   14,338 1,018
100,000   101,780 -1,780
38,695   6,046 32,649
38,293   10,794 27,499
50   18 32
4,909   1,309 3,600
2,606   899 1,707
6,662   7,065 -403
648   677 -29
1,573   1,694 -121
370   417 -47
7,406   1,785 5,621
694   243 451
6,066   4,788 1,278
386   284 102
165   283 -118
9,282   7,451 1,831
251   215 36
7,773   5,216 2,557
238   162 76
635   453 182
238   199 39
14,662   8,894 5,768
358   360 -2
2,302   857 1,445
2,534   1,538 996
7,863   1,600 6,263
6,593   742 5,851
1,538   532 1,006
2,314   1,080 1,234
3,713   935 2,778
1,526   1,281 245
1,667   1,185 482
2,462   1,248 1,214
1,741   1,390 351
4,962   2,279 2,683
8,652   1,408 7,244
2,736   865 1,871
842   407 435
8,357   3,499 4,858
1,732   478 1,254
1,060   765 295
3,345   1,191 2,154
1,115   422 693
2,277   1,445 832
3,673   2,223 1,450
1,318   661 657
494   340 154
1,108   560 548
1,551   1,071 480
1,345   798 547
3,186   993 2,193
597   344 253
1,811   710 1,101
226   157 69
1,897   1,005 892
542   369 173
2,379   1,193 1,186
4,913   837 4,076
2,616   981 1,635
436   186 250
2,638   1,902 736
1,003   262 741
1,966   1,963 3
7,997   6,954 1,043
1,052   776 276
6,921   3,786 3,135
3,896   3,745 151
931   1,001 -70
1,910   1,786 124
3,681   4,284 -603
7,507   5,991 1,516
1,692   1,429 263
1,586   1,825 -239
5,339   6,936 -1,597
3,812   4,940 -1,128
36   48 -12
1,707   1,911 -204
2,687   3,694 -1,007
4,840   5,558 -718
2,502   2,836 -334
3,752   5,776 -2,024
3,372   5,855 -2,483
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       79
b       -119
c       16
d       67
e       1,018
      -1,780
      32,649
      27,499
      32
      3,600
      1,707
      -403
      -29
      -121
      -47
      5,621
      451
      1,278
      102
      -118
      1,831
      36
      2,557
      76
      182
      39
      5,768
      -2
      1,445
      996
      6,263
      5,851
      1,006
      1,234
      2,778
      245
      482
      1,214
      351
      2,683
      7,244
      1,871
      435
      4,858
      1,254
      295
      2,154
      693
      832
      1,450
      657
      154
      548
      480
      547
      2,193
      253
      1,101
      69
      892
      173
      1,186
      4,076
      1,635
      250
      736
      741
      3
      1,043
      276
      3,135
      151
      -70
      124
      -603
      1,516
      263
      -239
      -1,597
      -1,128
      -12
      -204
      -1,007
      -718
      -334
      -2,024
      -2,483
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 2 139,406
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 2,599
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 2,599
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 2,599
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,200
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,399
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 2023 or the taxable year beginning in 2023? 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
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowTRUXTON TRUST Telephone no.right arrow (615) 515-1737

Located atright arrow20 BURTON HILLS BLVD SUITE 200NASHVILLETN ZIP+4right arrow37215
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
DAVID TATE RICH TRUSTEE
1.00 		10,890 0 0
C/O TRUXTON TRUST 20 BURTON HILLS
BLVD STE 200
NASHVILLE,TN37215
AMY LUCILE RICH TRUSTEE
1.00 		10,890 0 0
C/O TRUXTON TRUST 20 BURTON HILLS
BLVD STE 200
NASHVILLE,TN37215
JOHN WILLIAM RICH TRUSTEE
1.00 		10,890 0 0
C/O TRUXTON TRUST 20 BURTON HILLS
BLVD STE 200
NASHVILLE,TN37215
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 (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............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 (2023)
Form 990-PF (2023)
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
3,234,138
b
Average of monthly cash balances.......................
1b
153,195
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,387,333
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
3,387,333
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
50,810
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,336,523
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
166,826
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
166,826
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,599
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,599
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
164,227
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
164,227
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
164,227
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
186,000
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
186,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 164,227
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 157,375
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 186,000
a Applied to 2022, but not more than line 2a 157,375
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 2023 distributable amount..... 28,625
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		135,602
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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:
JOHN GLEASON
C/O TRUXTON TRUST 20 BURTON HILLS
BLVD SUITE 200
NASHVILLE,TN37215
(615) 515-1708
JOHN.GLEASON@TRUXTONTRUST.COM
bThe form in which applications should be submitted and information and materials they should include:
MAIL
cAny submission deadlines:
MAY 31ST
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
100 CLUB OF NASHVILLE


PO BOX 58706
NASHVILLE,TN37205 		NONE PUBLIC GENERAL SUPPORT 617
ABE'S GARDEN


115 WOODMONT BLVD
NASHVILLE,TN37205 		NONE PUBLIC GENERAL SUPPORT 2,500
ALZHEIMER'S ASSOCIATION


1801 WEST END AVE 200
NASVHILLE,TN37203 		NONE PUBLIC FOR ASSISTANCE WITH RESEARCH AND PATIENTS 1,500
BOYS GIRLS CLUB


1704 CHARLOTTE AVE
NASHVILLE,TN37203 		NONE PUBLIC TO PROVIDE ACTIVITES AND A SAFE PLACE FOR YOUTHS 850
CADDIE AND LEADERSHIP ACADEMY


15522 73RD ST
KENOSHA,WI53142 		NONE PUBLIC GENERAL SUPPORT 250

CASA INC DAVIDSON COUNTY

340 21ST AVE N
NASHVILLE,TN37203 		NONE PUBLIC GENERAL SUPPORT 500
CHEEKWOOD


PO BOX 50438
NASHVILLE,TN37205 		NONE PUBLIC TO HELP PRESERVE AND MAINTAIN CHEEKWOOD'S GARDENS AND MUSEUM 10,333

CHILDREN'S FUND

5773 WOODWAY DRIVE
HOUSTON,TX77057 		NONE PUBLIC GENERAL SUPPORT 4,000

CROSSROAD CAMPUS

707 MONROE ST
NASHVILLE,TN37208 		NONE PUBLIC GENERAL SUPPORT 300
CUMBERLAND HEIGHTS


PO BOX 90727
NASHVILLE,TN37209 		NONE PUBLIC PROVIDE DRUG & ALCOHOL TREATMENT 1,250

CUMBERLAND RIVER COMPACT

2 VICTORY AVE 300
NASHVILLE,TN37213 		NONE PUBLIC GENERAL SUPPORT 1,000
ENSWORTH SCHOOL


211 ENSWORTH AVE
NASHVILLE,TN37205 		NONE PUBLIC CAPITAL CAMPAIGN FOR LOWER SCHOOL BUILDING 12,000

FAITH FAMILY MEDICAL CLINIC

326 21ST AVENUE NORTH
NASHVILLE,TN37203 		NONE PUBLIC PROVIDE MEDICAL CARE TO UNISURED WORKING PEOPLE 2,250
FEDERALIST SOCIETY


1776 ST NW SUITE 300
WASHINGTON,DC20006 		NONE PUBLIC GENERAL SUPPORT 500

FRIENDS LIFE COMMUNITY

4414 GRANNY WHITE PIKE
NASHVILLE,TN37204 		NONE PUBLIC GENERAL SUPPORT 1,000

FRIENDS OF RADNOR LAKE

1160 OTTER CREEK ROAD
NASHVILLE,TN37220 		NONE PUBLIC GENERAL SUPPORT 1,000
FRIENDS OF WARNER PARK


50 VAUGHN RD
NASHVILLE,TN37221 		NONE PUBLIC SUPPORT PRESERVATION OF LOCAL PARKS. 10,100
FRIST CENTER FOR THE VISUAL ARTS


919 BROADWAY
NASHVILLE,TN37203 		NONE PUBLIC GENERAL SUPPORT 2,000

HARDING ACADEMCY

170 WINDSOR DRIVE
NASHVILLE,TN37205 		NONE PUBLIC GENERAL SUPPORT 3,000

HARPETH HALL SCHOOL

3801 HOBBS ROAD
NASHVILLE,TN37215 		NONE PUBLIC FOR SCHOOL PROGRAMS AND BUILDING PROJECTS 13,500
HERITAGE FOUNDATION


PO BOX 723
FRANKLIN,TN37065 		NONE PUBLIC GENERAL SUPPORT 1,000
HIGHLANDS BIOLOGICAL FOUNDATION INC


265 N 6TH ST
HIGHLANDS,NC28741 		NONE PUBLIC GENERAL SUPPORT 250
HIGHLAND'S PERFORMING ART CENTER


PO BOX 296
HIGHLANDS,NC28741 		NONE PUBLIC GENERAL SUPPORT 250

HIGHLAND'S PLATEAU GREENWAY

PO BOX 2608
HIGHLANDS,NC28741 		NONE PUBLIC DEVELOP A SYSTEM OF WALKING AND HIKING TRAILS THAT PROTECT AND CONNECT THE NATURAL SETTINGS AND HIST 250
HILLSDALE COLLEGE


33 E COLLEGE ST
HILLSDALE,MI49242 		NONE PUBLIC GENERAL SUPPORT 500
HOPE ON THE ROW


829 STONE HEDGE CT
OLD HICKORY,TN37138 		NONE PUBLIC GENERAL SUPPORT 1,000
JACK JILL LATE STAGE CANCER FOUNDAT


3282 NORTHSIDE PKWY 100
ATLANTA,GA30327 		NONE PUBLIC TO PROVIDE SPECIAL MEMORIES FOR FAMILIES WITH LATE STAGE CANCER PATIENTS. 1,000

JOURNEYMEN WRESTLING CLUB LTD

753 TANNER ROAD
CLINTON PARK,NY12065 		NONE PUBLIC GENERAL SUPPORT 5,000
JUDICIAL WATCH INC


425 THIRD ST SW STE 800
WASHINGTON,DC20024 		NONE PUBLIC GENERAL SUPPORT 500

KINKAID SCHOOL

201 KINKAID SCHOOL DRIVE
HOUSTON,TX77024 		NONE PUBLIC GENERAL SUPPORT 2,000

LOVETT SCHOOL

4075 PACES FERRY ROAD NW
ATLANTA,GA30327 		NONE PUBLIC GENERAL SUPPORT 2,000
LOUISVILLE PRESBYTERIAN SEMINARY


1044 ALTA VISTA RD
LOUSIVILLE,KY40205 		NONE PUBLIC FOR SCHOOL PROGRAMS AND PROJECTS 1,250
MARTHA O'BRYAN FOUNDATION


711 S 7TH STREET
NASHVILLE,TN37206 		NONE PUBLIC TO EMPOWER YOUTHS & ADULTS IN POVERTY TO TRANSFORM THEIR LIVES 1,000

METRO HISTORICAL COMMISSION FOUNDATION

3000 GRANNY WHITE PIKE
NASHVILLE,TN37204 		NONE PUBLIC GENERAL SUPPORT 1,000
MONTGOMERY BELL ACADEMY


4001 HARDING RD
NASHVILLE,TN37205 		NONE PUBLIC FOR SCHOOL PROGRAMS AND CAPITAL PROJECTS 5,500
MOUNTAIN THEATRE COMPANY


507 CHESTNUT ST
HIGHLANDS,NC28741 		NONE PUBLIC GENERAL SUPPORT 1,000
NASHVILLE ANTI-HUMAN TRAFFICKING CO


PO BOX 158972
NASHVILLE,TN37215 		NONE PUBLIC GENERAL SUPPORT 2,500
NASHVILLE BALLET


3630 REDMON ST
NASHVILLE,TN37209 		NONE PUBLIC FOR CAPITAL BUILDING PROJECTS 1,000

NASHVILLE DOLPHINS

95 WHITE BRIDGE ROAD STE 221
NASHVILLE,TN37205 		NONE PUBLIC PROVIDE FREE SWIM INSTRUCTIONS 2,000
NASHVILLE GREENWAYS


PO BOX 196340
NASHVILLE,TN37219 		NONE PUBLIC FOR MAINTENANCE AND IMPROVEMENT OF NASHVILLE'S GREENWAYS 1,100
NASHVILLE HUMANE ASSOCIATION


213 OCEOLA AVE
NASHVILLE,TN37209 		NONE PUBLIC SUPPORT ANIMAL RESCUE PROGRAMS. 1,500
NASHVILLE OPERA


3622 REDMON ST
NASHVILLE,TN37209 		NONE PUBLIC SUPPORT MUSIC/OPERA PROGRAMS. 250
NASHVILLE SHAKESPEARE FESTIVAL


161 RAINS AVE
NASHVILLE,TN37203 		NONE PUBLIC PROVIDE ENTERTAINMENT AND ENRICHMENT THROUGH PERFORMANCES 250

NEW DIALECT

4611 ELKINS AVENUE
NASHVILLE,TN37209 		NONE PUBLIC PROVIDE DANCE CLASSES TO THE PUBLIC 1,500
NORTH CAROLINA COMMUNITY FOUNDATION


3737 GLENWOOD AVE 460
RALEIGH,NC27612 		NONE PUBLIC TO SUPPORT THE HCC FUND 5 IN 5 1,000
PRAGER UNIVERSITY


15021 VENTURA BLVD 552
SHERMAN OAKS,CA91403 		NONE PUBLIC GENERAL SUPPORT 500
PROJECT REDESIGN


PO BOX 159276
NASHVILLE,TN37215 		NONE PUBLIC TO PROVIDE INTERIOR REDESIGN FOR LOW INCOME FAMILIES. 4,000
RALLY FOUNDATION FOR CHILDHOOD CANC


5775 GLENRIDGE DR 370
ATLANTA,GA30328 		NONE PUBLIC RAISE AWARENESS AND FUNDS FOR CHILDHOOD CANCER RESEARCH 1,100
REJOICE SCHOOL OF BALLET


2300 RIDGECREST DR
NASHVILLE,TN37216 		NONE PUBLIC GENERAL SUPPORT 500

RENEWAL HOUSE NASHVILLE

PO BOX 280356
NASHVILLE,TN37228 		NONE PUBLIC GENERAL SUPPORT 500

SEMPER FI FUND

715 BROADWAY STREET
QUANTICO,VA22134 		NONE PUBLIC GENERAL SUPPORT 100

TEAM RUBICON

6171 CENTURY BLVD SUITE 310
LOS ANGELES,CA90045 		NONE PUBLIC GENERAL SUPPORT 1,100

TENNESSEE GOLF FOUNDATION

400 FRANKLIN RD
FRANKLIN,TN37069 		NONE PUBLIC GENERAL SUPPORT 250
THISBE NOAH SCOTT FOUNDATION


PO BOX 50332
NASHVILLE,TN37205 		NONE PUBLIC PROVIDE FUNDS FOR SUPPORT AND RESEARCH OF PEDIATRIC NEUROMUSCULAR DISEASE 500
THISTLE FARMS


5122 CHARLOTTE PIKE
NASHVILLE,TN37209 		NONE PUBLIC SUPPORT WOMEN'S PROGRAMS. 500
TREASURE CAY COMMUNITY FOUNDATION I


3918 WILSHIRE DR
SARASOTA,FL34238 		NONE PUBLIC GENERAL SUPPORT 500
VANDERBILT UNIVERSITY


301 KIRKLAND HALL
NASHVILLE,TN37240 		NONE PUBLIC TO SUPPORT THE ARTS & SCIENCES, GIRDIRON AND COMMODORE CLUBS. 500

VANDERBILT UNIVERSITY GRIDIRON CLUB

2601 JESS NEELY BLVD
NASHVILLE,TN37240 		NONE PUBLIC GENERAL SUPPORT 50,000

VANDERBILT UNIVERSITY PEACH BOWL SCHOLARSHIP FUND

2601 JESS NEELY BLVD
NASHVILLE,TN37240 		NONE PUBLIC GENERAL SUPPORT 1,000

VANDERBILT UNIVERSITY SCHOOL OF ART & SCIENCES

2301 VANDERBILT PLACE
NASHVILLE,TN37240 		NONE PUBLIC GENERAL SUPPORT 1,000
WESTMINSTER CHURCH


3900 WEST END AVE
NASHVILLE,TN37205 		NONE PUBLIC SUPPORT FOR CHURCH PROGRAMS AND ACTIVITIES 12,500
WHO U WITH


2900 VANDERBILT PLACE STE 101
NASHVILLE,TN37212 		NONE PUBLIC CHALLENGE COLLEGE ATHLETES & COACHES TO GROW IN CHRIST 400

WNXP PUBLIC RADIO 911

630 MAINSTREAM DRIVE
NASHVILLE,TN37228 		NONE PUBLIC GENERAL SUPPORT 1,000
WOODMONT CHRISTIAN CHURCH


3601 HILLSBORO RD
NASHVILLE,TN37215 		NONE PUBLIC FOR THE NASHVILLE FOOD PROJECT AND OTHER CHURCH PROGRAMS 6,000
WPLN PUBLIC RADIO


22 PO BOX 440567
NASHVILLE,TN37244 		NONE PUBLIC TO SUPPORT LOCAL PUBLIC RADIO 1,000
Total .................................right arrow 3a 186,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		         
4 Dividends and interest from securities ....     14 84,386  
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 .....     14    
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 139,406  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 223,792 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
223,792
(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 (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE RICH FOUNDATION
 
C/O TRUXTON TRUST
EIN:
62-1588498
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 4,690 0   0

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE RICH FOUNDATION
 
C/O TRUXTON TRUST
EIN:
62-1588498
Name of Bond End of Year Book Value End of Year Fair Market Value
APPLE INC SR GLBL NT 3.35% 25,249 24,104
BANK OF NEW YORK MTN 25,183 24,577
BRISTOL MYERS SQUIBB CO SR NT DTD 11/13/2023 5.75% 51,547 51,946
BURLINGTON NORTHERN SANTA FE DEBENTURES 55,095 53,334
BURLINGTON RESOURCES INC 26,694 25,563
INTEL CORP SR NOTE DTD 52,213 46,066
INTERCONTINENTAL EXCHANGE INC SR GLBL NT DTD 08/06/2018 3.75% 50,747 47,591
JPMORGAN CHASE & CO DTD 11/28/18 4.25% 50,525 49,032
KROGER CO 54,151 55,731
LOEWS CORP SR GLOBAL NT DTD 03/17/2016 3.75% 25,102 24,369
MANULIFE FINL CORP SR NT DTD 03/01/2016 4.15% 25,233 24,461
MORGAN STANLEY DTD 25,010 24,851
PHILIP MORRIS INTERNATIONAL INC 50,719 51,132
PHILLIPS 66 GT SR NT DTD 51,037 50,566
ROYAL BANK CANADA 30,000 28,208
TD AMERITRADE HOLDING COPR SR GLBL NT DTD 08/16/2019 2.75% 40,570 34,576
UBS AG LONDON BRANCH FR DTD 06/06/2022 4.25% 06/09/2031-2030 30,000 27,377
UNITEDHEALTH GROUP 2.75% 20,157 20,269
UNITEDHEALTH GROUP 5.25% 41,122 40,712

TY 2023 InvestmentsCorpStockSchedule
Name:
THE RICH FOUNDATION
 
C/O TRUXTON TRUST
EIN:
62-1588498
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 5,375 14,337
ABBVIE INC COM 13,225 26,586
AGILENT TECHNOLOGIES INC 9,415 15,685
ALPHABET INC CAP STK CL C 10,035 50,624
AMAZON.COM INC 28,926 32,080
AMERICAN ELECTRIC POWER CO INC 14,348 17,022
AMERICAN INTERNATIONAL GROUP INC 14,510 18,931
AMGEN INC 17,643 22,496
APPLE INC 5,810 49,496
BLACKROCK INC 6,119 13,384
BROADCOM INC 10,054 49,771
CATERPILLAR INC 13,667 31,311
CHEVRON CORPORATION 16,997 16,581
CHUBB LIMITED 11,925 13,264
CISCO SYSTEMS INC 11,074 11,592
COCA COLA CO 14,421 14,830
CONOCOPHILLIPS 10,854 28,595
CORNING INC 15,370 16,900
DANAHER CORP 6,008 22,487
DEERE CO INC 11,986 11,583
DUKE ENERGY CORP 11,677 13,331
EATON CORP PLC 5,021 28,220
GARMIN LTD 10,456 18,573
GENUINE PARTS CO 12,097 16,183
GOLDMAN SACHS GROUP INC 10,933 22,616
HOME DEPOT INC 14,185 20,999
HONEYWELL INTERNATIONAL INC 7,109 10,250
INTERCONTINENTAL EXCHANGE INC 7,590 15,058
INTERNATIONAL BUSINESS MACHINES 9,389 13,490
INTUIT 12,078 13,801
ISHARES CORE S&P SMALL-CAP 81,714 147,937
ISHARES RUSSELL 1000 GROWTH 47,950 51,469
ISHARES RUSSELL 1000 VALUE INDEX 72,602 259,896
JOHNSON & JOHNSON 8,802 11,108
JPMORGAN CHASE & CO COM 19,761 44,902
KIMBERLY-CLARK CORP 15,334 16,169
KINDER MORGAN INC 7,839 11,246
KLA CORPORATION 9,836 17,315
LILLY ELI & CO 6,719 43,458
LINDE PLC 7,355 19,746
LOCKHEED MARTIN CORP 12,440 18,217
MARSCH & MCLENNAN COS INC 7,122 22,547
MCDONALD'S CORP 16,589 25,484
MERCK & CO INC 12,873 25,379
MICROSOFT CORP 7,755 52,293
MORGAN STANLEY 3,030 11,080
NESTLE SA ADR 5,050 6,762
NETAPP INC 11,426 24,343
NEXTERA ENERGY INC 8,913 12,604
O REILLY AUTOMOTIVE INC 3,664 14,785
ORACLE CORP 8,177 28,805
PEPSICO INC 9,290 14,844
PFIZER INC 19,081 17,124
PHILIP MORRIS INTERNATIONAL INC 12,533 13,477
PHILLIPS 66 9,871 24,422
PROCTER & GAMBLE CO 5,699 11,379
RTX CORPORATION 16,303 23,993
CHARLES SCHWAB CORPORATION 7,562 16,507
SCHWAB INTERNATIONAL EQUITY 42,699 54,749
SNAP-ON INC 4,814 8,103
SYSCO CORP 10,678 12,707
TARGET CORP 8,623 11,547
TEXAS INSTRUMENTS INC 7,259 22,760
UNION PACIFIC CORP 4,880 12,444
UNITED PARCEL SERVICE 13,023 14,369
UNITEDHEALTH GROUP INC 11,778 12,222
VANGUARD FTSE DEVELOPED MARKETS 185,655 258,269
VANGUARD GROWTH 33,077 212,812
VANGUARD INTL DIV APPREC ETF 37,305 32,918
VANGUARD MID-CAP 58,601 152,039
VANGUARD REIT INDEX ETF 36,928 39,870
VISA INC CL A 8,475 15,486
WAL-MART INC 7,558 15,438
WASTE MANAGEMENT INC 12,032 26,027
ZOETIS INC CL A 9,164 9,015

TY 2023 InvestmentsGovtObligationsSch
Name:
THE RICH FOUNDATION
 
C/O TRUXTON TRUST
EIN:
62-1588498
US Government Securities - End of Year Book Value:

0
US Government Securities - End of Year Fair Market Value:

0
State & Local Government Securities - End of Year Book Value:


75,080
State & Local Government Securities - End of Year Fair Market Value:


73,873


TY 2023 OtherExpensesSchedule
Name:
THE RICH FOUNDATION
 
C/O TRUXTON TRUST
EIN:
62-1588498
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 42,637 42,637   0


TY 2023 TaxesSchedule
Name:
THE RICH FOUNDATION
 
C/O TRUXTON TRUST
EIN:
62-1588498
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 370 370   0
FEDERAL TAX 239 0   0