TY 2023 Form 990PF

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)
	1	Contributions, gifts, grants, etc., received (attach schedule)	10,000
2	Check .............
3	Interest on savings and temporary cash investments	217,952	217,952
4	Dividends and interest from securities...	783,787	783,013
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		-1,207,017
b	Gross sales price for all assets on line 6a 113,212
7	Capital gain net income (from Part IV, line 2)...		0
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........	-195,278	1,000,965
	13	Compensation of officers, directors, trustees, etc.	160,749	0		128,599
14	Other employee salaries and wages......	126,010	0		100,808
15	Pension plans, employee benefits.......	21,168	0		16,934
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	31,090	6,218		24,872
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	338,096	336,971		1,125
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	39,586	10		18,059
19	Depreciation (attach schedule) and depletion...	List of Attached Documents: // Content	7,159	0
20	Occupancy..............	53,400	0		42,720
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	1,205,183	0		172,642
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	1,982,441	343,199		505,759
25	Contributions, gifts, grants paid.......	2,618,021			2,618,021
26	Total expenses and disbursements. Add lines 24 and 25	4,600,462	343,199		3,123,780
	27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-4,795,740
b	Net investment income (if negative, enter -0-)		657,766
c	Adjusted net income (if negative, enter -0-)...

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	3,425,264	323,469	323,469
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........	59,286	1,720	1,720
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	40,922,999	List of Attached Documents: // Content 46,404,292	46,404,292
	14	Land, buildings, and equipment: basis 83,005
		Less: accumulated depreciation (attach schedule) 54,347	39,804	List of Attached Documents: // Content 28,658	28,658
	15	Other assets (describe )	List of Attached Documents: // Content 365,125	List of Attached Documents: // Content 313,889	List of Attached Documents: // Content 313,889
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	44,812,478	47,072,028	47,072,028
	17	Accounts payable and accrued expenses..........	4,862	5,998
	18	Grants payable.................	3,137,272	2,737,822
	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 )	List of Attached Documents: // Content 365,125	List of Attached Documents: // Content 313,889
	23	Total liabilities (add lines 17 through 22).........	3,507,259	3,057,709
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	39,783,791	43,218,693
	25	Net assets with donor restrictions............	1,521,428	795,626
		Foundations that do not follow FASB ASC 958, check here
		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).....	41,305,219	44,014,319
	30	Total liabilities and net assets/fund balances (see instructions).	44,812,478	47,072,028

(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.)
1 a	PER K-1S	P	2023-12-31
b	PER K-1S	P	2023-12-31
c	PER K-1S SECTION 1256	P	2023-12-31
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	-1,207,017
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 ...................	3

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	9,143
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	9,143
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	9,143
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	10,121
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	10,121
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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.......	9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...	10	978
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax978	Refunded	11	0

(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
DIANNE OLIVER	EXECUTIVE DIRECTOR 40.00	160,749	11,866	0
109 KENNER AVE SUITE 202 NASHVILLE,TN37205
TANZA FARR	PRESIDENT 10.00	0	0	0
109 KENNER AVE SUITE 202 NASHVILLE,TN37205
ANA NETTLES	VICE-PRESIDENT 5.00	0	0	0
109 KENNER AVE SUITE 202 NASHVILLE,TN37205
LYNN LASSITER KENDRICK	TREASURER 5.00	0	0	0
109 KENNER AVE SUITE 202 NASHVILLE,TN37505
EDY NASH	SECRETARY 5.00	0	0	0
109 KENNER AVE SUITE 202 NASHVILLE,TN37205
CAROLINE SHOCKLEY	BOARD MEMBER 1.00	0	0	0
109 KENNER AVE SUITE 202 NASHVILLE,TN37205
ANN CARGILE	BOARD MEMBER 1.00	0	0	0
109 KENNER AVE SUITE 202 NASHVILLE,TN37205
JENNIFER BRANTLEY	BOARD MEMBER 1.00	0	0	0
109 KENNER AVE SUITE 202 NASHVILLE,TN37205
LORRAINE DOWNING	BOARD MEMBER 1.00	0	0	0
109 KENNER AVE SUITE 202 NASHVILLE,TN37205
BETSY HINDMAN	BOARD MEMBER 1.00	0	0	0
109 KENNER AVE SUITE 202 NASHVILLE,TN37205
GLORIA JOHNSON	BOARD MEMBER 1.00	0	0	0
109 KENNER AVE SUITE 202 NASHVILLE,TN37205
KRISTINE LALONDE	BOARD MEMBER 1.00	0	0	0
109 KENNER AVE SUITE 202 NASHVILLE,TN37205
STEPHANIE MCCLURE	BOARD MEMBER 1.00	0	0	0
109 KENNER AVE SUITE 202 NASHVILLE,TN37205
PATRICIA PAIVA	BOARD MEMBER 1.00	0	0	0
109 KENNER AVE SUITE 202 NASHVILLE,TN37205
MICHELLE STEELE	BOARD MEMBER 1.00	0	0	0
109 KENNER AVE SUITE 202 NASHVILLE,TN37205
MIMI THOMAS	BOARD MEMBER 1.00	0	0	0
109 KENNER AVE SUITE 202 NASHVILLE,TN37205
KIM THOMASON	BOARD MEMBER 1.00	0	0	0
109 KENNER AVE SUITE 202 NASHVILLE,TN37205

		(a) Corpus	(b) Years prior to 2022	(c) 2022	(d) 2023
1 Distributable amount for 2023 from Part X, line 7					2,052,873
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......				0
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......	3,584,863
f Total of lines 3a through e ........		3,584,863
4Qualifying distributions for 2023 from Part
XI, line 4: $ 3,123,780
a Applied to 2022, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2023 distributable amount.....					2,052,873
e Remaining amount distributed out of corpus		1,070,907
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		4,655,770
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 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 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 ......		4,655,770
10 Analysis of line 9:
a Excess from 2019....
b Excess from 2020....
c Excess from 2021....
d Excess from 2022....	3,584,863
e Excess from 2023....	1,070,907

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
MENTAL HEALTH AMERICA OF THE MIDSOUTH 446 METROPLEX DR STE A-224 NASHVILLE,TN37211	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	30,000
NASHVILLE ORGANIZED FOR ACTION AND HOPE (NOAH) PO BOX 331144 NASHVILLE,TN37203	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	30,000
INSIGHT COUNSELING CENTERS PO BOX 50242 NASHVILLE,TN37205	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	34,510
LEBANON SENIOR CITIZENS CENTER 670 COLES FERRY PIKE LEBANON,TN37087	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	35,000
FAITH FAMILY MEDICAL CENTER 326 21ST AVENUE NORTH NASHVILLE,TN37203	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	35,000
MID CUMBERLAND HUMAN RESOURCE AGENCY 1101 KERMIT DR STE 300 NASHVILLE,TN37217	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	40,000
COMMUNITY LIFE BRIDGE INC 1509 HUNT CLUB BLVD STE 500 GALLATIN,TN37066	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	40,000
NEEDLINK NASHVILLE 1600 56TH AVE N NASHVILLE,TN37209	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	40,000
MARTHA OBRYAN CENTER INC 711 SOUTH SEVENTH STREET NASHVILLE,TN37206	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	40,000
COMMUNITY RESOURCE CENTER 218 OMOHUNDRO PL NASHVILLE,TN37210	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	40,000
ROOM IN THE INN INC PO BOX 25309 NASHVILLE,TN37202	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	45,000
NASHVILLE PUBLIC LIBRARY FOUNDATION 615 CHURCH STREET NASHVILLE,TN37219	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	50,000
NASHVILLE FOOD PROJECT INC 5904 CALIFORNIA AVENUE NASHVILLE,TN37209	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	50,000
ST LUKES COMMUNITY HOUSE EPISCOPAL INC 5601 NEW YORK AVENUE NASHVILLE,TN37209	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	55,000
SILOAM HEALTH 820 GALE LANE NASHVILLE,TN37204	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	60,000
MERITAN INC 392 HARDING PL STE 103 NASHVILLE,TN37211	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	61,668
CATHOLIC CHARITIES OF TENNESSEE INC 2806 MCGAVOCK PIKE NASHVILLE,TN37214	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	65,000
SENIOR RIDE NASHVILLE INC 95 WHITE BRIDE PIKE STE 114 NASHVILLE,TN37205	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	70,000
SECOND HARVEST FOOD BANK OF MIDDLE TENNESSEE INC 331 GREAT CIRCLE ROAD NASHVILLE,TN37228	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	70,000
ALIVE HOSPICE 95 WHITE BRIDGE RD STE 250 NASHVILLE,TN37205	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	75,000
BETHLEHEM CENTERS OF NASHVILLE 1417 CHARLOTTE AVENUE NASHVILLE,TN37203	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	80,000
NASHVILLE PUBLIC TELEVISION INC 161 RAINS AVENUE NASHVILLE,TN37203	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	90,000
TENNESSEE JUSTICE CENTER 211 7TH AVE NSTE 100 NASHVILLE,TN37219	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	90,000
AGEWELL MIDDLE TENNESSEE 3511 BELMONT BLVD NASHVILLE,TN37215	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	95,000
TENNESSEE RESPITE COALITION 2200 21ST AVE S STE 310 NASHVILLE,TN37212	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	96,000
INTERFAITH DENTAL CLINIC OF NASHVILLE 600 HILL AVENUE STE 101 NASHVILLE,TN37210	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	100,000
WESTMINSTER HOME CONNECTION 3900 WEST END AVENUE NASHVILLE,TN37205	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	100,000
UNITED WAYS OF TENNESSEE 3050 MEDICAL CENTER PKWY MURFREESBORO,TN37129	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	136,625
SENIOR CITIZENS INC 174 RAINS AVE NASHVILLE,TN37203	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	150,000
UNITED CEREBRAL PALSY OF MIDDLE TN 1200 9TH AVENUE NORTH SUITE 110 NASHVILLE,TN37208	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	30,000
TENNESSEE KIDNEY FOUNDATION 37 PEABODY ST STE 206 NASHVILLE,TN37210	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	30,000
TENNESSEE ALLIANCE FOR LEGAL SERVICES 50 VANTAGE WAY STE 250 NASHVILLE,TN37228	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	29,800
NATIONS MINISTRY CENTER 406 WELSHWOOD DR NASHVILLE,TN37211	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	26,000
SHELBY RESIDENTIAL AND VOCATIONAL SERVICES 3189 ASHWOOD ST MEMPHIS,TN38118	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	175,000
MINDFUL CARE ADULT DAY CENTER 265 WEST THOMPSON LN MURFREESBORO,TN37219	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	4,000
HOME BOUND MEALS PROGRAM 381 WEST MAIN ST HENDERSONVILLE,TN37075	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	10,000
GRANTMAKERS IN AGING 2001 RICHMOND HIGHWAY ARLINGTON,VA22202	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	10,000
MUSIC FOR SENIORS 161 RAINS AVENUE NASHVILLE,TN37203	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	10,000
HEAR NASHVILLE PO BOX 140838 NASHVILLE,TN37214	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	10,200
INNOVATE MEMPHIS 516 TENNESSEE ST STE 422 MEMPHIS,TN38103	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	10,962
GRACEWORKS MINISTRIES INC 104 SE PARKWAY STE 100 FRANKLIN,TN37064	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	18,000
SENIOR RIDE WILSON 2055 NORTH MT JULIET RD STE 200 MT JULIET,TN37122	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	20,000
THE BRANCH OF NASHVILLE 41 TUSCULUM RD ANTIOCH,TN37013	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	20,000
COMMUNITY HELPERS INC OF RUTHERFORD CO 1809 MEMORIAL BLVD MURFREESBORO,TN37129	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	25,000
GOODWILL INDUSTRIES OF THE GREATER CHATANOOGA AREA 6104 PRESERVATION DR CHATTANOOGA,TN37416	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	25,687
SYCAMORE INSTITUTE 511 UNION ST STE 540 NASHVILLE,TN37219	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	26,000
KNOXVILLE-KNOX COUNTY COMMUNITY ACTION COMMITTEE 2247 WESTERN AVE KNOXVILLE,TN37921	NONE	PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	233,569
Total ................................. 3a				2,618,021

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a		278,074	-278,074
b		1,042,155	-1,042,155
c	113,212		113,212
d
e

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			-278,074
b			-1,042,155
c			113,212
d
e


(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
CINDY DICKINSON	ADMIN/TECHNOLOGY MAN 40.00	69,331	5,118	0
7355 NORTHWEST HWY FAIRVIEW,TN37062	ADMIN/TECHNOLOGY MAN 40.00	69,331	5,118	0
CHANDRA ALLEN	ADMIN 40.00	56,679	4,184	0
5622 VALLEY VIEW RD BRENTWOOD,TN37027	ADMIN 40.00	56,679	4,184	0






Total number of other employees paid over $50,000...................				0

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

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	(e) Total

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

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
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	217,952
4 Dividends and interest from securities ....			14	783,787
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	-1,207,017
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		-205,278	0

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Name of organization THE WEST END HOME FOUNDATION

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	THE ASSISI FOUNDATION OF MEMPHIS 515 ERIN DRIVE MEMPHIS, TN38117	$ 10,000	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Name of organization THE WEST END HOME FOUNDATION		Employer identification number 62-0516508

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2023)


Name of organization THE WEST END HOME FOUNDATION			Employer identification number 62-0516508
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTANTS - AUDIT/TAX	25,815	5,163		20,652
ACCOUNTANTS - BOOKKEEPING	5,275	1,055		4,220

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense
LEASEHOLD IMPROVEMENTS	2016-12-30	7,795	3,119	SL	15.000000000000	520
COMPUTER W/PRINTER	2009-02-18	1,117	1,117	SL	10.000000000000	0
HP OFFICE COMPUTER	2012-01-17	1,136	1,136	SL	10.000000000000	0
COMPUTER (AMAZON)	2016-01-22	1,039	1,039	SL	5.000000000000	0
OPTOMA HD 141X 1080P	2016-06-30	600	558	SL	7.000000000000	42
2 ORIENTAL RUGS	1992-03-31	2,500	2,500	SL	7.000000000000	0
DESK	1985-02-21	88	78	SL	10.000000000000	0
(12) DINING ROOM CHAIRS	1989-04-30	4,452	4,452	SL	10.000000000000	0
2 CHAIRS - REUPHOLSTERED	1989-12-01	1,260	1,260	SL	10.000000000000	0
4 PICTURES	1991-05-31	125	125	SL	7.000000000000	0
TABLE	2007-12-07	4,078	4,078	SL	7.000000000000	0
OFFICE CREDENZA	2011-07-14	525	525	SL	10.000000000000	0
(2) HERMAN MILLER OFFICE CHAIRS	2012-01-10	655	655	SL	10.000000000000	0
ANTIQUE WALNUT 30" ROUND TABLE	2012-01-10	337	337	SL	7.000000000000	0
MILANO2 72WX24D LH SINGLE PEDESTAL	2016-01-13	679	679	SL	7.000000000000	0
MILANO2 72WX30D UNIVERSAL	2016-01-13	698	698	SL	7.000000000000	0
ONE TOUCH TABLE W/ELECTRICAL	2016-08-24	532	481	SL	7.000000000000	51
BUFFET HT CREDENZA #ALIMO	2016-08-24	1,026	929	SL	7.000000000000	97
(2) TAYCO GO TABLE W ELEC, DATA	2016-11-24	1,208	1,065	SL	7.000000000000	143
FRONT OFFICE RUG	2016-12-30	747	642	SL	7.000000000000	105
J&J FLOORING (KITCHEN & BOARD)	2020-08-31	4,940	2,452	SL	5.000000000000	988
LOWES & BCA (KITCHEN & BOARD)	2020-08-31	20,505	10,176	SL	5.000000000000	4,101
VISUAL CONCEPTS - AV EQUIPMENT	2020-08-31	5,559	2,759	SL	5.000000000000	1,112

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
PRIVATE EQUITY FUND INVESTMENTS	AT COST	4,216,789	4,216,789
COMMON COLLECTIVE TRUST FUNDS	AT COST	42,187,503	42,187,503

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value
LEASEHOLD IMPROVEMENTS	7,795	3,639	4,156
COMPUTER W/PRINTER	1,117	1,117	0
HP OFFICE COMPUTER	1,136	1,136	0
COMPUTER (AMAZON)	1,039	1,039	0
OPTOMA HD 141X 1080P	600	600	0
2 ORIENTAL RUGS	2,500	2,500	0
DESK	88	78	10
(12) DINING ROOM CHAIRS	4,452	4,452	0
2 CHAIRS - REUPHOLSTERED	1,260	1,260	0
4 PICTURES	125	125	0
TABLE	4,078	4,078	0
OFFICE CREDENZA	525	525	0
(2) HERMAN MILLER OFFICE CHAIRS	655	655	0
ANTIQUE WALNUT 30" ROUND TABLE	337	337	0
MILANO2 72WX24D LH SINGLE PEDESTAL	679	679	0
MILANO2 72WX30D UNIVERSAL	698	698	0
ONE TOUCH TABLE W/ELECTRICAL	532	532	0
BUFFET HT CREDENZA #ALIMO	1,026	1,026	0
(2) TAYCO GO TABLE W ELEC, DATA	1,208	1,208	0
FRONT OFFICE RUG	747	747	0
J&J FLOORING (KITCHEN & BOARD)	4,940	3,440	1,500
LOWES & BCA (KITCHEN & BOARD)	20,505	14,277	6,228
VISUAL CONCEPTS - AV EQUIPMENT	5,559	3,871	1,688

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	N/A	0
2


3


4

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Software Version:

Description	Revenue and Expenses per Books	Disbursements for Charitable Purposes
DUES & SUBSCRIPTIONS	15,860	12,688
PROFESSIONAL DEVELOPMENT	29,381	23,505
INSURANCE	7,064	5,651
MARKETING & COMMUNICATIONS	503	402
TECHNOLOGY	20,034	17,077
FACILITY EXPENSES	14,935	11,948
SUPPLIES	1,571	1,257
MISCELLANEOUS	51,651	50,028
EVENTS & MEETINGS	59,733	50,086
MARK TO MARKET ADJUSTMENT BY PARTNERSHIP	1,004,451	0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
COMMON FUND INVESTMENT MANAGEMENT FEES	336,971	336,971		0
FINANCIAL REVIEW EXPENSE	1,125	0		1,125