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 01-01-2023 , and ending 12-31-2023
Name of foundation
CAROLYN SMITH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1000 CAGES BEND COURT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GALLATIN, TN37066
A Employer identification number

81-4706113
B Telephone number (see instructions)

(615) 973-3613
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$662,225J 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) 3,200,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)...  
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........ 3,200,000 0  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 118,536      
15 Pension plans, employee benefits....... 9,068      
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,465      
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
40      
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
18,475      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 148,584 0   0
25 Contributions, gifts, grants paid....... 3,021,200 3,021,200
26 Total expenses and disbursements. Add lines 24 and 25 3,169,784 0   3,021,200
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 30,216
b Net investment income (if negative, enter -0-) 0
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............. 631,342 662,225 662,225
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 631,342 662,225 662,225
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue................. 3,305 3,972
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)......... 3,305 3,972
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........... 628,037 658,253
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)..... 628,037 658,253
30 Total liabilities and net assets/fund balances (see instructions). 631,342 662,225
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
628,037
2
Enter amount from Part I, line 27a .....................
2
30,216
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
658,253
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
658,253
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.)
1a
b
c
d
e
(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
b
c
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
b
c
d
e
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  
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 0
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  
3 Add lines 1 and 2........................... 3  
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5  
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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  
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrow
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 arrowRANDY SMITH Telephone no.right arrow (615) 973-3613

Located atright arrow1000 CAGES BEND COURTGALLATINTN ZIP+4right arrow37066
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
 
 
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
RANDY SMITH PRESIDENT/DI
000.00 		0 0 0
1000 CAGES BEND COURT
GALLATIN,TN37066
ALEXANDER SMITH SECRETARY/DI
000.00 		0 0 0
401 BOWLING AVE
NASHVILLE,TN37205
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  
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 arrow  
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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
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
0
b
Average of monthly cash balances.......................
1b
558,746
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
558,746
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
558,746
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
8,381
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
550,365
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
27,518
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
27,518
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
27,518
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
27,518
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
27,518
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
3,021,200
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,021,200
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 27,518
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 132,177
b From 2019...... 327,206
c From 2020...... 1,202,642
d From 2021...... 1,516,119
e From 2022...... 2,281,895
f Total of lines 3a through e ........ 5,460,039
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,021,200
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 27,518
e Remaining amount distributed out of corpus 2,993,682
5 Excess distributions carryover applied to 2023.    
(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 8,453,721
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		132,177
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		8,321,544
10 Analysis of line 9:
a Excess from 2019.... 327,206
b Excess from 2020.... 1,202,642
c Excess from 2021.... 1,516,119
d Excess from 2022.... 2,281,895
e Excess from 2023.... 2,993,682
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).)
RANDY SMITH
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:
RANDY SMITH
1000 CAGES BEND COURT
GALLATIN,TN37066
(615) 973-3613
bThe form in which applications should be submitted and information and materials they should include:
FORMAL REQUEST FROM APPLICANTS
cAny submission deadlines:
NONE SPECIFIC
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
RESTRICTED TO TOTAL ASSETS
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

A SOLDIER'S CHILD FOUNDATION

1197 HAZELWOOD DR
SMYRNA,TN37167 		    SUPPORT FALLEN SOLDIER'S CHILDREN 50,000

ABE'S GARDEN

115 WOODMONT BLVD
NASHVILLE,TN37205 		    IMPROVE LIVES OF ALZHEIMER PATIENTS 40,000

AGAPE TO THE NATIONS

695 NASHVILLE PIKE 191
GALLATIN,TN37066 		    BRINGING HOPE TO THE HOPELESS 8,000

ALZHEIMER'S ASSOCATION

322 EIGHTH AVE 16TH FLOOR
NEW YORK,NY10001 		    IMPROVE LIFES OF ALZHEIMER PATIENTS 50,000

ANCORA

PO BOX 160069
NASHVILLE,TN37216 		    ADVOCATE HUMAN TRAFFICKING VICTIMS 30,000

ARBOR DAY FOUNDATION

211 N 12TH STREET
LINCOLN,NE68508 		    CONSERVATION & EDUCATION 25,000

ARMED FORCES HOUSING AUTHORITY

PO BOX 551
LA MESA,CA91944 		    SERVES MILITARY FAMILIES 3,200

ASHLEY'S PLACE

315 W SMITH ST
GALLATIN,TN37066 		    PROVIDE SERVICES ABUSED CHILDREN 12,000

ASPCA

424 E 92ND ST
NEW YORK,NY10128 		    HELP ANIMALS IN NEED 5,000

AUSTIN'S ANGELS

9901 BRODIE LN STE 160
AUSTIN,TX78748 		    HUMAN SERVICES-CHILDREN 10,000

BETHANY CHRISTIAN SERVICES

230 GREAT CIRCLE RD
STE 229
NASHVILLE,TN37228 		    SUPPORTS VULNERABLE KIDS & FAMILIES 15,000

BIG BROTHERS BIG SISTERS MID TN

1704 CHARLOTTE AVE STE130
NASHVILLE,TN37203 		    YOUTH MENTORING PROGRAMS 50,000

BOOK'EM

161 RAINS AVENUE
NASHVILLE,TN37203 		    IGNITE CHILDREN PASSION FOR READING 5,000

BOYS & GIRLS CLUB OF MID TN

1704 CHARLOTTE AVE
STE 200
NASHVILLE,TN37203 		    PROVIDE A SAFE ENVIRONMENT FOR KIDS 15,000

CAFE MOMENTUM NASHVILE

4636 LEBANON PIKE 168
HERMITAGE,TN37076 		    CULINARY TRAINING & EDUCATION 2,500

CAROLINA POODLE RESCUE

PO BOX 1325
PACOLET,SC29372 		    RESCUE & REHABILITATING DOGS IN NEED 1,000

CENTER FOR DIASTER PHILANTHROPY

ONE THOMAS CIRCLE NW
STE 700
WASHINGTON,DC20005 		    AID IN NATURAL DIASTERS 15,000

CHARLES HOUSE ASSOCIATION

7511 SUNRISE RD
CHAPEL HILL,NC27514 		    PROVIDE ELDERCARE SERVICES 15,000

CHILDREN ARE PEOPLE

PO BOX 1443
GALLATIN,TN37066 		    EMPOWER AT-RISK CHILDREN 15,000

COMMUNITY CARE FELLOWSHIP

511 SOUTH 8TH STREET
BOX 60068
NASHVILLE,TN37206 		    OFFER HOPE, LOVE & RESOURCES 10,000

COMMUNITY RESOURCE CTR OF NASHVILLE

218 OMOHUNDRO PLACE
NASHVILLE,TN37210 		    PROVIDE ESSENTIAL ITEMS NEEDY 50,000

CONEXION AMERICAS

2195 NOLENSVILLE PK
NASHVILLE,TN37211 		    HUMAN SERVICES-MINORITY 10,000

CORNER TO CORNER

PO BOX 60646
NASHVILLE,TN37206 		    CREATE OPPORTUNITIES ECONOMIC GROWTH 65,000

CROSSROADS CAMPUS

707 MONROE ST
NASHVILLE,TN37208 		    HEALTH-GENERAL 5,000

CUMBERLAND RIVER COMPACT

2 VICTORY AVE STE 500
NASHVILLE,TN37213 		    KEEPING OUR WATER HEALTHY 7,500

CURE SAN FILIPPO FOUNDATION

P O BOX 6901
COLUMBIA,SC29260 		N/A   MEDICAL RESERACH 100,000

CYSTIC FIBROSIS FOUNDATION

4550 MONTGOMERY AVE
BETHESDA,MD20814 		    TO CURE CYSTIC FIBROSIS 10,000

DAVID LIPSCOMB LIFE PROGRAM

ONE UNIVERSITY PARK
NASHVILLE,TN37204 		    FAITH BASED LIBERAL ARTS COLLEGE 10,000

DAYBREAKS ARTS

1207 DICKERSON PIKE
NASHVILLE,TN37207 		    HUMAN SERVICES-HOMELESSNESS 10,000

DAYSTAR COUNSELING MINISTRIES

2801 AZALEA PL
NASHVILLE,TN37204 		    HEALTH-GENERAL 5,000

DOORS OF HOPE-M'BORO

428 EAST BELL STREET
MURFRESSBORO,TN37130 		    EMPOWER WOMEN TO BREAK ADDICTION 20,000

ENVIRONMENTAL DEFENSE FUND

1875 CONNECTICUT AVE NW
WASHINGTON,DC20009 		    PRESERVE NATURAL SYSTEMS 5,000

EQUAL CHANCE FOR EDUCATION

3715 WEST END AVENUE
NASHVILLE,TN37205 		    PROVIDE EQUAL OPPORTUNITY EDUCATION 62,500

EVERY CURE INC

244 MADISON AVE
NEW YORK,NY10016 		    HEALTH-GENERAL 100,000

FANNIE DAY BATTLE HOME CHILDREN

108 CHAPEL AVENUE
NASHVILLE,TN37206 		    PROVIDE AFFORDABLE CHILD CARE 10,000

FEED SUMNER

1121 GREGORY DRIVE
GALLATIN,TN37066 		    SERVE & FEED PEOPLE SUMNER COUNTY 10,000

FIFTY FORWARD

174 RAINS AVEUNE
NASHVILLE,TN37203 		    PROGRAMS ASSIST ADULTS 10,000

FINCA

1201 15TH ST NW
WASHINGTON,DC20005 		    FIGHT POVERTY 5,000

FIRST STEPS

1900 GRAYBAR LANE
NASHVILLE,TN37215 		    EDUCATE & CARE SPECIAL NEEDS 2,500

FOSTER FAMILIES ASST NETWORK

132 BUCKINGHAM BLVD
GALLATIN,TN37066 		    PROVIDE RESOURCES TO FOSTER FAMILIES 5,000

FRIENDS LIFE COMMUNITY

4414 GRANNY WHITE PIKE
NASHVILLE,TN37204 		    SUPPORT TO DEVELOPMENTAL DISABLED 2,500

FRIENDS OF HISTORIC ROCK CASTLE

139 ROCKCASTLE LN
HENDERSONVILLE,TN37075 		    ARTS & CULTURE 10,000

FRIENDS OF WARNER PARK

50 VAUGHN RD
NASHVILLE,TN37221 		    PRESERVING CITY PARK 15,000

GALLATIN CARES

330 N DURHAM AVE
GALLATIN,TN37066 		N/A   HELP LOW INCOME PEOPLE 30,000

GALLATIN CHAMBER FUNDATION

118 MAIN STREET
GALLATIN,TN37066 		    HUMAN SERVICES-LOCAL COMMUNITY 5,000

GALLATIN DAY CARE CENTER

108 SOUTHPARK CIRCLE
GALLATIN,TN37066 		    CHILDCARE FOR LOW INCOME FAMILIES 5,000

GALLATIN ROTARY CLUB

PO BOX 182
GALLATIN,TN37066 		    PROVIDE SERVICES TO OTHERS 5,000

GALLATIN SHALOM ZONE

600 SMALL ST STE 107
GALLATIN,TN37066 		    AID CHILDREN & FAMILIES 10,000

GIRLS WRITE NASHVILLE

240 CUMBERLAND BEND
GALLATIN,TN37066 		    SONGWRITING MENTORSHIP PROGRAM 5,000

GLOBAL EDUCATION CENTER

4822 CHARLOTTE AVENUE
NASHVILLE,TN37209 		    PROMOTE GLOBAL AWARENESS FOR ALL 7,500

GRACE PLACE MINISTRIES

PO BOX 1771
HENDERSONVILLE,TN37077 		    SAFE HOME FOR MOTHERS & CHILDREN 10,000

HABITAT HUMANITY GREATER NASHVILLE

414 HARDING PLACE STE 100
NASHVILLE,TN37211 		    PROVIDE LOW INCOME HOUSING NEEDED 30,000

HABITAT HUMANITY SUMNER COUNTY

327 SUMNER HALL DRIVE
GALLATIN,TN37066 		    PROVIDE LOW INCOME HOUSING NEEDS 20,000

HANDS ON NASHVILLE

37 PEABODY ST STE 206
NASHVILLE,TN37210 		    MEET NEEDS THROUGH VOLUNTEERISM 12,000

HARPETH CONSERVANCY

215 JAMESTOWN PARK 101
BRENTWOOD,TN37027 		    PROVIDE CLEAN WATER & ECOSYSTEMS 30,000

HENDERSONVILLE HOME BOUND MEALS

381 WEST MAIN ST
HENDERSONVILLE,TN37075 		    SERVE THE ELDERLY POPULATION 20,000

HENDERSONVILLE SAMARITAN ASSOC

116 DUNN ST
HENDERSONVILLE,TN37075 		    HELP FAMILIES IN NEED 10,000

HIGH HOPES

301 HIGH HOPES COURT
FRANKLIN,TN37064 		    EQUIPS FAMILIES SKILLS EDUCATION 2,500

HOMELAND HEART BIRTH & WELLNESS

1610 PORTER RD 200
NASHVILLE,TN37206 		    HEALTH-MATERNAL 5,000

HOPE FAMILY HEALTH WESTMORELAND

1124 NEW HIGHWAY 52
WESTMORELAND,TN37186 		    PROVIDE AFFORDABLE HEALTHCARE TO ALL 25,000

HOSPITAL HOSPITALITY HOUSE

214 REIDHURST AVE
NASHVILLE,TN37203 		    HEALTH-GENERAL 30,000

IMPROVE HENDERSONVILLE-SMORE

381 W MAIN ST
HENDERSONVILLE,TN37075 		    HUMAN SERVICES-CHILDREN 5,000

ISIAH 117 HOUSE

PO BOX 842
ELIZABETHTON,TN37644 		    ASSIST CHILDREN WAITING FOSTER CARE 5,000

JASON FOUNDATION

18 VOLUNTEER DR
HENDERSONVILLE,TN37075 		    HELP PREVENT YOUTH SUICIDE 5,000

JOJO'S DOGHOUSE

1038 WINDSOR DR
GALLATIN,TN37066 		    RESCUE & CARE FOR ANIMALS 5,000

K9S FOR WARRIORS

114 CAMP K9 ROAD
PONTE VEDRE,FL32081 		    SERVICE DOGS FOR DISABLED VETERANS 2,500

KORE FOUNDATION

695 NASHVILLE PIKE 101
GALLATIN,TN37066 		    PROVIDE RESOURCES FOR FAMILIES 10,000

LAMBSCROFT MINISTRIES-THE COOKERY

1827 12TH AVE S STE A
NASHVILLE,TN37203 		    TRAIN HOMELESS MEN IN CULINARY ARTS 25,000

LEADERSHIP SUMNER ALUMNI ASSOC

PO BOX 1434
GALLATIN,TN37066 		    HUMAN SERVICES-LOCAL COMMUNITY 5,000

LIVE LOVE NASHVILLE

1111 SHORESIDE DRIVE
HENDERSONVILLE,TN37075 		    HELPING CHILDREN IN NEED 5,000

MAKE-A-WISH MIDDLE TENN

600 HILL AVENUE
NASHVILLE,TN37210 		    GRANTING WISHES TO CRITICAL CHILDREN 25,000

MARTHA O'BRYAN CENTER-NASHVILLE

711 SOUTH 7TH ST
NASHVILLE,TN37206 		    MOVING PEOPLE OUT OF POVERTY 10,000

MCNEILLY CENTER FOR CHILDREN

100 MERIDIAN STREET
NASHVILLE,TN37207 		    PROVIDE CHILDHOOD EDUCATION SERVICES 10,000

MID-CUMBERLAND MEALS ON WHEELS

1101 KERMIT DRIVE
NASHVILLE,TN37217 		    PROVIDE MEALS FOR NEEDED 25,000

MONROE HARDING

1 VANTAGE WAY STE C165
NASHVILLE,TN37228 		    ORPHANAGE FOR DISPLACED YOUTH 30,000

MONTHAVEN ARTS & CULTURAL CENTER

1017 ANTEBELLUM CIRCLE
HENDERSONVILLE,TN37075 		    PRESERVE LOCAL & REGIONAL ART 200,000

MOTHER TO MOTHER

478 ALLIED DRIVE
NASHVILLE,TN37211 		    PROVIDES WELLNESS ITEMS TO CHILDREN 40,000

N STREET VILLAGE

1333 N ST NW
WASHINGTON,DC20005 		    HELPS HOMELESS & LOW-INCOME WOMEN 10,000

NASHVILLE BALLET

3630 REDMON STREET
NASHVILLE,TN37209 		    PROMOTE & TEACH DANCE 10,000

NASHVILLE CIVIC DESIGN CENTER

138 SECOND AVE NORTH
SUITE 106
NASHVILLE,TN37201 		    ENVIRONMENT-SHAPE SPACES FOR ALL 15,000

NASHVILLE DOLPHINS

95 WHITE BRIDGE ROAD
SUITE 209
NASHVILLE,TN37205 		    SWIM LESSONS FOR DISABLED CHILDREN 30,000

NASHVILLE HUMANE ASSOC

213 OCEOLA AVE
NASHVILLE,TN37209 		    PROTECT WELL-BEING OF ANIMALS 10,000

NASHVILLE PREDATORS FOUNDATION

501 BROADWAY
NASHVILLE,TN37203 		    IMPROVE LIVES OF YOUTH & FAMILIES 20,000

NASHVILLE PUBLIC MEDIA

308 TIMMONS STREET
NASHVILLE,TN37211 		    SUPPORTED CIVIC NEWS ORGANIZATION 10,000

NASHVILLE PUBLIC TELEVISION

161 RAINS AVE
NASHVILLE,TN37203 		    SUPPORT PUBLIC TELEVISION 1,000

NASHVILLE RESCUE MISSION

639 LAFAYETTE ST
NASHVILLE,TN372034226 		N/A PC HELP PEOPLE THAT ARE HOMELESS 75,000

NASHVILLE SYMPHONY

ONE SYMPHONE PLACE
NASHVILLE,TN372012031 		    INSPIRES, EDUCATES THROUGH MUSIC 15,000

NASHVILLE ZOO

3777 NOLENSVILLE PIKE
NASHVILLE,TN37211 		    DISCOVER NATURE THRU CONSERVATION 20,000

NATIONAL MPS SOCIETY

PO BOX 14686
DURHAM,NC27709 		    RESEARCH & AWARENESS MPS DISEASES 10,000

NATIONAL MUSEUM AFRICAN AMER MUSIC

211 7TH AVENUE NORTH
NASHVILLE,TN37219 		    PRESERVE AFRICAN-AMER MUSIC GENRES 10,000

NURSES FOR NEWBORNS

1606 PORTER RD STE 200
NASHVILLE,TN37206 		    PREVENT INFANT MORTALITY, ABUSE 25,000

OASIS CENTER

1704 CHARLOTTE AVE STE 2
NASHVILLE,TN37203 		    SUPPORT & IMPROVE LIVES OF YOUTH 5,000

OCEAN CONSERVANCY

1300 19TH STREET NW
WASHINGTON,DC20036 		    HELPS FORMULATE OCEAN POLICIES 7,500

ONE GENERATION AWAY

104 SOUTHEAST PKWY
FRANKLIN,TN37064 		    DISTRIBUTE HEALTHY FOODS TO NEEDED 25,000

OPEN TABLE NASHVILLE

PO BOX 110266
NASHVILLE,TN37222 		    ASSISTANCE HOMELESS COMMUNITY 15,000

OPERATION STAND DOWN

1125 12TH AVE SOUTH
NASHVILLE,TN37203 		    AID MILITARY VETERANS & FAMILIES 10,000

OUR PLACE NASHVILLE

749 GEORGETOWN DRIVE
NASHVILLE,TN37205 		    COMMUNITY ADULTS WITH DISABILITIES 5,000

PAPILLION CENTER

1404 E BROADWAY STE 5
GALLATIN,TN37066 		    OFFER INDIVIDUAL & FAMILY ASSISTANCE 20,000

PAWS FOR PURPLE HEARTS

10201 OLD REDWOOD HWY
PENNGROVE,CA94951 		    TRAIN SERVICE DOGS FOR VETERANS 2,500

PERSIST NASHVILLE

41 PEABODY STREET
NASHVILLE,TN37210 		    HELP NASH GRADS EARN COLLEGE DEGREE 5,000

PHILANTHROPY SOUTHEAST

100 PEACHTREE ST 2080
ATLANTA,GA30303 		    LEADERSHIP & DEVELOPMENT 1,500

PRESTON TAYLOR MINISTRIES

4014 INDIANA AVE
NASHVILLE,TN37209 		    EMPOWER CHILDREN LIVE GOD-INSPIRED 5,000

PROJECT RETURN

712 4TH AVENUE SOUTH
NASHVILLE,TN37210 		    ASSIST THE PREVIOUSLY INCARCERATED 20,000

REBOOT RECOVERY

PO BOX 381
PLEASANT VIEW,TN37146 		    MILITARY/VETERANS 5,000

REBUILDING TOGETHER NASHVILLE

6101 CENTENNIAL BLVD
NASHVILLE,TN37209 		    REBUILDS, REPAIRS LOW-INCOME HOMES 10,000

RECOVERY COURT SUMNER COUNTY

117 W SMITH STREET
GALLATIN,TN37066 		    HEALTH - ADDICTION 5,000

REJOICE SCHOOL OF BALLET

PO BOX 60172
NASHVILLE,TN37206 		    EMPOWER YOUTH TRAINING DANCE 10,000

RENEWAL HOUSE

PO BOX 280356
NASHVILLE,TN37228 		    ASSIST WOMEN WITH ADDICTIONS 10,000

RONALD MCDONALD HOUSE

2144 FAIRFAX AVE
NASHVILLE,TN37212 		    PROVIDE HOUSING FOR PATIENT'S FAMILY 10,000

SAFE PLACE FOR ANIMALS

905 MALLARD DR
GALLATIN,TN37066 		    PROVIDE CARE & TEMPORARY HOUSING PET 10,000

SALVATION ARMY

631 DICKESON RD
NASHVILLE,TN37207 		    HUMAN SERVICES - POVERTY 25,000

SALVUS CENTER

556 HARTSVILLE PIKE
GALLATIN,TN37066 		    PROVIDE MEDICAL CARE 20,000

SAVING STEVIE

984 HOOPER ROAD
CHARLOTTE,TN37036 		    SPAY/NEUTER ANIMALS 1,000

SECOND HARVEST FOOD BANK

331 GREAT CIRCLE ROAD
NASHVILLE,TN37228 		N/A PC FOOD TO POOR FAMILIES 75,000

SEXUAL ASSAULT CENTER

101 FRENCH LANDING DRIVE
NASHVILLE,TN37228 		    AID SEXCUAL ASSAULT VICTIMS 15,000

SHATTERPROOF

101 MERRITT
NORWALK,CT06851 		    ADDICTION TREATMENT 50,000

SHRINERS HOSPITAL FOR CHILDREN

12502 USF PINE DRIVE
TAMPA,FL33612 		    MEDICAL CARE FOR CHILDREN 25,000

SILOAM HEALTH

820 GALE LANE
NASHVILLE,TN37204 		    ASSIST NEEDY THROUGH HEALTH CARE 25,000

SMALL WORLD YOGA

1119 12TH AVE S
NASHVILLE,TN37203 		    HEALTH - GENERAL 5,000

SPECIAL OLYMPICS TN

461 CRAIGHEAD ST
NASHVILLE,TN37204 		    SPORTS TRAINING FOR DISABLED 30,000

ST JUDE

501 ST JUDE PLACE
MEMPHIS,TN38105 		N/A PC ASSIST CHILDREN WITH MEDICAL NEEDS 50,000

ST LUKES COMMUNITY HOUSE

5601 NEW YORK AVE
NASHVILLE,TN37209 		    PROVIDE ACCESS TO FOOD, CHILD CARE 5,000

STOP SOLDIER SUICIDE

PO BOX 110605
DURHAM,NC27709 		    PROVIDE PERSONALIZED CARE SOLDIERS 10,000

SUMNER COUNTY CASA

182 W FRANKLIN ST
GALLATIN,TN37066 		    ADVOCATES FOR CHILDREN 10,000

SUMNER COUNTY SCHOOLS

695 E MAIN ST
GALLATIN,TN37066 		    GROWING LEARNERS COLLEGE & CAREERS 10,000

SUMNER COUNTY SPECIAL NEEDS

PO BOX 344
COTTONTOWN,TN37048 		    HUMAN SERVIES - DISABILITIES 1,000

SUMNER SPAY & NEUTER ALLIANCE

720 BLYTHE AVENUE
GALLATIN,TN37066 		    REDUCE SHELTER INTAKE OF DOGS & CATS 1,000

TENN GREEN LAND CONSERVANCY

1213A 16TH AVE S
NASHVILLE,TN37212 		    CONSERVATION EASEMENTS, RESTORATION 25,000

THE COMM FOUNDATION MID TN

3421 BELMONT BLVD
NASHVILLE,TN37212 		    2023 TORNADO DISASTER RELIEF 10,000

THE HUMANE SOCIETY OF US

1255 23RD STREET NW
SUITE 450
WASHINGTON,DC20037 		    ANIMALS 10,000

THE NASHVILLE FOOD PROJECT

5904 CALIFORNIA AVENUE
NASHVILLE,TN37209 		    HUMAN SERVICES -FOOD INSECURITIES 7,500

THE NATURE CONSERVANCY

4245 N FAIRFAX DR STE 10
ARLINGTON,VA22203 		    HELP CONSERVE LAND & WATERWAYS 10,000

THE NATURE CONSERVATORY TN

2 MARYLAND FARMS 150
BRENTWOOD,TN37027 		    HELP CONSERVE TN LANDS, WATERS 30,000

THISTLE FARMS

5122 CHARLOTTE AVENUE
NASHVILLE,TN37209 		    AID WOMEN TRAFFICKING, ADDICTIONS 15,000

UNC CHILDREN'S HOSPITAL

101 MANNING DR
CHAPEL HILL,NC27514 		    ASSIST CHILDREN WITH MEDICAL NEEDS 100,000

UNC THE ARTS & SCIENCES FOUNDATION

523 E FRANKLIN ST
CHAPEL HILL,NC27514 		    PROMOTES TEACHING, RESEARCH 10,000

UNITED SERVICE ORGANIZATION
USO
PO BOX 96860
WASHINGTON,DC200777677 		    MILITARY/VETERANS 10,000

UNITED WAY OF GREATER NASHVILLE

250 VENTURE CIR
NASHVILLE,TN37228 		    2023 DISASTER RELIEF - TORNADO 10,000

UNITED WAY OF SUMNER COUNTY

1531 HUNT CLUB BLVD STE
GALLATIN,TN37066 		    HELP FOR NEEDED 20,000

UNLIMITED POTENTIAL

260 EAST WINCHESTER
PO BOX 1294
GALLATIN,TN37066 		    EMPOWER COMMUNITY SPIRITUAL GROWTH 2,500

UNSCRIPTED IMPROV

812 POTTER LANE
NASHVILLE,TN37206 		    EMPOWERS COMMUNITY THRU IMPROV 4,500

VANDERBILT UNIVERSITY MEDICAL CENTE

1211 MEDICAL CENTER DRIVE
NASHVILLE,TN37232 		N/A   MEDICAL RESERACH 300,000

VOL STATE COMMUNITY COLLEGE

1480 NASHVILLE PIKE
GALLATIN,TN37066 		    PUBLIC COMMUNITY COLLEGE 10,000

WO SMITH SCHOOL

PO BOX 121348
NASHVILLE,TN37212 		    AID CHILDREN LOW-INCOME 20,000

WESTMINISTER HOME CONNECTION

3900 WEST END AVE
NASHVILLE,TN37205 		    HUMAN SERVICES-LOCAL COMMUNITY 5,000

YMCA

1608 WOODMONT BLVD
NASHVILLE,TN37215 		    HELP PEOPLE GROW SPIRIT, MIND, BODY 35,000

YOUTH VILLAGES

3310 PERIMETER HILL DR
NASHVILLE,TN37211 		    PROVIDE SAFE & TEMP HOMES YOUTH 10,000
Total .................................right arrow 3a 3,021,200
bApproved for future payment
Total ................................. right arrow 3b  
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 ....          
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 ............ 		         
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) ..      
13Total. Add line 12, columns (b), (d), and (e)..................
13
 
(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
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
CAROLYN SMITH FOUNDATION
 
Employer identification number

81-4706113
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
CAROLYN SMITH FOUNDATION
  		Employer identification number
81-4706113
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
RANDY SMITH
1000 CAGES BEND COURT
 
GALLATIN, TN37066

$ 1,600,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
ALEX SMITH
1901 EDENBRIDGE WAY
 
NASHVILLE, TN37215

$ 1,600,000


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
CAROLYN SMITH FOUNDATION
  		Employer identification number

81-4706113
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)
Schedule B (Form 990) (2023)
Page 4
Name of organization
CAROLYN SMITH FOUNDATION
  		Employer identification number

81-4706113
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
CAROLYN SMITH FOUNDATION
EIN:
81-4706113
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MCMURRAY FOX & ASSOCIATES 2,465      

TY 2023 OtherExpensesSchedule
Name:
CAROLYN SMITH FOUNDATION
EIN:
81-4706113
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
EMPLOYEE MILEAGE 2,185      
MARKETING 600      
OFFICE EXPENSES 14,490      
TELEPHONE 1,200      


TY 2023 TaxesSchedule
Name:
CAROLYN SMITH FOUNDATION
EIN:
81-4706113
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAXES & LICENSES 40