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
HENRY LAIRD SMITH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)4400 HARDING PIKE SUITE 310
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NASHVILLE, TN372055215
A Employer identification number

62-6271796
B Telephone number (see instructions)

(615) 460-9240
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$14,095,737J 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 96,873 96,873  
4 Dividends and interest from securities... 182,366 182,366  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 928,430
b Gross sales price for all assets on line 6a 8,400,245
7 Capital gain net income (from Part IV, line 2)... 928,430
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........ 1,207,669 1,207,669 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 75,301 30,120 0 45,181
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
2,525 0 0 2,525
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
22,526 22,526 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,980 5,980 0 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
549 549 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 106,881 59,175 0 47,706
25 Contributions, gifts, grants paid....... 692,499 692,499
26 Total expenses and disbursements. Add lines 24 and 25 799,380 59,175 0 740,205
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 408,289
b Net investment income (if negative, enter -0-) 1,148,494
c Adjusted net income (if negative, enter -0-)... 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......... 2,273,090 2,076,329 2,076,329
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)....... 8,829,414 Click to see attachment
List of Attached Documents:
// Content
9,434,464 		12,019,408
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) 11,102,504 11,510,793 14,095,737
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........ 11,058,523 11,058,523
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 43,981 452,270
29 Total net assets or fund balances (see instructions)..... 11,102,504 11,510,793
30 Total liabilities and net assets/fund balances (see instructions). 11,102,504 11,510,793
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
11,102,504
2
Enter amount from Part I, line 27a .....................
2
408,289
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
11,510,793
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
11,510,793
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 103 ADOBE INC P 2022-04-06 2023-01-04
b 837 AMERICAN TOWER CORP P 2023-08-17 2023-10-04
c 138 AUTODESK INC P 2022-01-10 2023-01-04
d 9,315.961 CLIFFORD CAPITAL INSTL P 2023-01-04 2023-12-07
e 191 CROWN CASTLE INC P 2022-08-23 2023-08-17
291 CROWN CASTLE INC P 2022-10-07 2023-08-17
339 CROWN CASTLE INC P 2023-05-09 2023-08-17
525 CROWN CASTLE INC P 2023-07-27 2023-08-17
107 DEERE & CO P 2023-06-07 2023-12-07
175 DSV A/S ADR P 2023-03-24 2023-12-27
1,796 ENVISTA HOLDINGS CORP P 2023-05-04 2023-10-27
1,173 ENVISTA HOLDINGS CORP P 2023-05-04 2023-11-07
1,678 ENVISTA HOLDINGS CORP P 2023-05-23 2023-11-07
1,173 ENVISTA HOLDINGS CORP P 2023-09-13 2023-11-07
20,356 FLEXSHARES GLOBAL UPSTREAM NTRL RESOURCES ETF P 2023-01-04 2023-12-07
553 FORTREA HLDGS INC P 2022-11-03 2023-07-20
209 FORTREA HLDGS INC P 2022-11-17 2023-07-20
64 FORTREA HLDGS INC P 2023-01-24 2023-07-20
147 FORTREA HLDGS INC P 2023-02-22 2023-07-20
189 FORTREA HLDGS INC P 2023-03-15 2023-07-20
125 FORTREA HLDGS INC P 2023-05-09 2023-07-20
5,565 HORIZON KINETICS INFLATION BENEFICIARIES ETF P 2023-01-04 2023-12-07
96 ICICI BANK LTD - SPON ADR P 2022-12-07 2023-07-24
0.058681 JOHNSON & JOHNSON P 2023-06-05 2023-09-13
773 JOHNSON & JOHNSON P 2023-06-05 2023-10-27
1,403 JOHNSON CONTROLS INTL PLC P 2023-05-19 2023-12-07
0.110 KENVUE INC P 2023-06-05 2023-08-30
1,879 KENVUE INC P 2023-06-05 2023-09-13
1,121 KENVUE INC P 2023-08-31 2023-09-11
544 KENVUE INC P 2023-08-31 2023-09-13
670 SBA COMMUNICATIONS CL A P 2023-08-17 2023-10-04
112 SCHNEIDER ELECTRIC SE P 2022-11-17 2023-11-08
294 SKYWORKS SOLUTIONS INC P 2022-02-04 2023-01-24
2,130 TAPESTRY INC P 2023-05-19 2023-09-28
204 THERMO FISHER SCIENTIFIC INC P 2022-11-28 2023-05-11
640 ABBOTT LABORATORIES P 2019-10-22 2023-01-04
554 ABBOTT LABORATORIES P 2020-03-16 2023-01-04
448 ACCENTURE PLC CL A P 2015-06-18 2023-01-04
43 ACCENTURE PLC CL A P 2016-08-26 2023-03-20
25 ACCENTURE PLC CL A P 2016-11-09 2023-03-20
351 ADOBE INC P 2015-06-18 2023-01-04
111 ADOBE INC P 2015-07-17 2023-01-04
124 ADYEN NV ADR P 2020-10-08 2023-07-24
347 AIA GROUP LTD P 2017-12-06 2023-08-10
725 AIA GROUP LTD P 2020-09-15 2023-08-10
471 ALCON AG P 2019-05-09 2023-04-10
209 ALCON AG P 2020-04-03 2023-04-10
131 ALIGN TECHNOLOGY INC P 2016-03-16 2023-01-04
200 ALPHABET INC CL A P 2019-08-19 2023-05-23
211 ALPHABET INC CL A P 2020-03-19 2023-05-23
273 ANALOG DEVICES INC P 2018-03-28 2023-04-19
276 ANALOG DEVICES INC P 2018-03-28 2023-05-09
122 ANALOG DEVICES INC P 2018-04-06 2023-05-09
3 ANALOG DEVICES INC P 2018-09-10 2023-01-24
6 ANALOG DEVICES INC P 2018-09-10 2023-04-19
86 ANALOG DEVICES INC P 2019-08-19 2023-01-24
7 AON PLC CL A P 2020-07-31 2023-07-24
395 APPLE INC P 2017-02-08 2023-01-04
10 ATLASSIAN CORPORATION CLASS A P 2021-09-21 2023-07-24
4 ATLASSIAN CORPORATION CLASS A P 2021-09-21 2023-12-27
388 AUTODESK INC P 2020-03-17 2023-01-04
98 AUTODESK INC P 2020-06-10 2023-01-04
78 AUTODESK INC P 2021-09-29 2023-01-04
56 CANADIAN PACIFIC RAILWAY LTD. P 2015-06-19 2023-07-21
25 CANADIAN PACIFIC RAILWAY LTD. P 2015-06-19 2023-12-27
780 CROWN CASTLE INC P 2020-11-03 2023-08-17
499 CROWN CASTLE INC P 2021-10-05 2023-08-17
160 CROWN CASTLE INC P 2022-02-04 2023-08-17
298 CSL LTD SPONSORED ADR P 2015-06-19 2023-08-07
154 CSL LTD SPONSORED ADR P 2016-05-09 2023-08-07
234 DANAHER CORP P 2018-05-17 2023-05-16
16 DANAHER CORP P 2019-09-11 2023-05-16
141 DEERE & CO P 2021-08-24 2023-12-07
340 DSV A/S ADR P 2016-08-19 2023-12-27
575 EOG RESOURCES P 2021-12-02 2023-04-03
24 EPAM SYSTEMS INC 29414B104 P 2021-06-07 2023-03-20
502 EXPERIAN PLC ADR 30215C101 P 2015-06-19 2023-03-21
12 FERRARI NV P 2020-03-26 2023-07-21
298 FISERV INC P 2020-03-16 2023-03-27
26 FISERV INC P 2020-03-16 2023-05-09
467 FISERV INC P 2020-03-19 2023-05-09
664 FISERV INC P 2020-03-19 2023-06-05
278 GARTNER INC P 2015-06-18 2023-01-04
1,564 HP INC P 2021-12-02 2023-01-20
15 ICON PLC ADR P 2015-06-19 2023-07-24
990 INTEL CORP P 2015-12-01 2023-01-27
85 INTEL CORP P 2018-06-12 2023-01-27
21,215 ISHARES CORE MSCI TOTAL INTERNATIONAL ETF P 2019-03-14 2023-01-04
4,905 ISHARES S&P SMALL-CAP 600 ETF P 2017-02-13 2023-01-04
403 KIMBERLY CLARK CORP P 2020-05-13 2023-12-07
1,636 KROGER CO P 2020-04-17 2023-01-20
839 LASERTEC CORP ADR P 2021-06-03 2023-05-08
15 LI NING COMPANY LTD P 2021-10-11 2023-06-05
106 LI NING COMPANY LTD P 2021-11-09 2023-06-05
423 LONZA GROUP AG ADR P 2020-10-15 2023-11-09
93 LULULEMON ATHLETICA INC P 2020-04-17 2023-03-20
24 METTLER-TOLEDO INTL INC P 2018-09-12 2023-11-22
350 MICROSOFT CORP P 2017-07-17 2023-01-04
125 MICROSOFT CORP P 2017-07-17 2023-05-19
308 MICROSOFT CORP P 2017-09-06 2023-01-04
102 MICROSOFT CORP P 2021-05-10 2023-01-04
641 MORGAN STANLEY P 2020-06-04 2023-05-31
31 NESTLE SA ADR P 2015-06-19 2023-07-24
120 NIKE INC CL B P 2013-08-08 2023-01-04
515 NIKE INC CL B P 2015-06-18 2023-01-04
24 NOVO-NORDISK ADR P 2022-01-07 2023-07-21
28 NOVO-NORDISK ADR P 2022-01-07 2023-12-27
57 PERNOD RICARD SA SPONSORED ADR P 2018-01-05 2023-07-24
248 PERNOD RICARD SA SPONSORED ADR P 2018-01-05 2023-10-03
563 PERNOD RICARD SA SPONSORED ADR P 2018-04-16 2023-10-03
1 RESMED INC P 2018-12-31 2023-01-09
72 RESMED INC P 2019-03-11 2023-01-09
132 RESMED INC P 2019-03-11 2023-09-14
1,277 ROCHE HLDG LTD ADR P 2020-04-20 2023-01-20
641 SCHNEIDER ELECTRIC SE P 2022-04-01 2023-11-08
93 SIKA AG ADR P 2020-01-22 2023-07-24
599 SIKA AG ADR P 2020-01-22 2023-11-10
804 SIKA AG ADR P 2020-01-22 2023-12-27
171 SKYWORKS SOLUTIONS INC P 2020-02-24 2023-01-24
179 SKYWORKS SOLUTIONS INC P 2020-02-24 2023-07-21
63 SKYWORKS SOLUTIONS INC P 2020-05-13 2023-07-21
606 SKYWORKS SOLUTIONS INC P 2022-05-06 2023-07-21
12 STERIS PLC P 2018-08-03 2023-07-21
1,949 SYSCO CORP P 2021-09-22 2023-08-24
584 SYSCO CORP P 2021-11-10 2023-08-24
458 TARGET CORP P 2018-06-04 2023-01-20
17 TARGET CORP P 2019-03-22 2023-01-20
257 UNITEDHEALTH GROUP INC P 2020-08-11 2023-01-04
272 VANGUARD S&P 500 ETF P 2019-03-14 2023-01-04
49 LULULEMON ATHLETICA INC XXX-XX-XXXX P 2019-11-25 2022-12-29
46 LULULEMON ATHLETICA INC XXX-XX-XXXX P 2020-03-09 2022-12-29
72 ACCENTURE PLC CL A G1151C101 P 2016-04-15 2022-12-30
85 ACCENTURE PLC CL A G1151C101 P 2016-08-26 2022-12-30
2,402 ADYEN NV ADR P 2020-10-08 2022-12-30
85 AIA GROUP LTD XXX-XX-XXXX P 2017-01-19 2022-12-30
556 AIA GROUP LTD XXX-XX-XXXX P 2017-06-21 2022-12-30
277 AIA GROUP LTD XXX-XX-XXXX P 2017-12-06 2022-12-30
572 ALCON AG P 2019-05-09 2022-12-30
95 ANALOG DEVICES INC XXX-XX-XXXX P 2019-08-19 2022-12-30
155 AON PLC CL A G0403H108 P 2020-07-31 2022-12-30
63 ASML HOLDING NV NY N07059210 P 2018-12-03 2022-12-30
11 ASML HOLDING NV NY N07059210 P 2019-02-22 2022-12-30
412 ATLAS COPCO AB ADR A XXX-XX-XXXX P 2017-04-07 2022-12-30
1,425 ATLAS COPCO AB ADR A XXX-XX-XXXX P 2017-06-21 2022-12-30
209 ATLASSIAN CORPORATION CLASS A XXX-XX-XXXX P 2021-09-21 2022-12-30
817 CANADIAN PACIFIC KANSAS CITY LTD 13645T100 P 2015-06-19 2022-12-30
382 CSL LTD SPONSORED ADR 12637N204 P 2015-06-19 2022-12-30
286 DSV A/S ADR 26251A108 P 2016-08-19 2022-12-30
102 EPAM SYSTEMS INC 29414B104 P 2021-06-07 2022-12-30
344 EVOLUTION AB UNSPONSORED ADR 30051E104 P 2021-05-10 2022-12-30
1,444 EXPERIAN PLC ADR 30215C101 P 2015-06-19 2022-12-30
203 FERRARI NV P 2020-03-26 2022-12-30
56 FISERV INC XXX-XX-XXXX P 2020-03-16 2022-12-30
176 ICON PLC ADR G4705A100 P 2015-06-19 2022-12-30
1,520 LASERTEC CORP ADR 51809L109 P 2021-06-03 2022-12-30
102 LI NING COMPANY LTD 52989T102 P 2021-10-11 2022-12-30
329 LONZA GROUP AG ADR 54338V101 P 2020-08-10 2022-12-30
26 LONZA GROUP AG ADR 54338V101 P 2020-10-15 2022-12-30
63 LULULEMON ATHLETICA INC XXX-XX-XXXX P 2020-03-09 2022-12-30
17 LULULEMON ATHLETICA INC XXX-XX-XXXX P 2020-04-17 2022-12-30
438 LVMH MOET HENNESSY LOUIS VUITTON SA XXX-XX-XXXX P 2015-06-19 2022-12-30
8 METTLER-TOLEDO INTL INC XXX-XX-XXXX P 2018-07-03 2022-12-30
12 METTLER-TOLEDO INTL INC XXX-XX-XXXX P 2018-09-12 2022-12-30
334 NESTLE SA ADR XXX-XX-XXXX P 2015-06-19 2022-12-30
9 PERNOD RICARD SA SPONSORED ADR XXX-XX-XXXX P 2018-01-03 2022-12-30
341 PERNOD RICARD SA SPONSORED ADR XXX-XX-XXXX P 2018-01-04 2022-12-30
231 PERNOD RICARD SA SPONSORED ADR XXX-XX-XXXX P 2018-01-04 2022-12-30
152 PERNOD RICARD SA SPONSORED ADR XXX-XX-XXXX P 2018-01-05 2022-12-30
175 RESMED INC761152107 P 2018-12-31 2022-12-30
1,256 SIKA AG ADR P 2020-01-22 2022-12-30
179 STERIS PLC P 2018-08-03 2022-12-30
5 SYSCO CORP XXX-XX-XXXX P 2021-11-10 2022-12-30
224 ALPHABET INC CL A 02079K305 P 2022-10-26 2022-12-30
86 ASM INTL NV N07045102 P 2022-04-21 2022-12-30
584 ASTRAZENECA PLC ADR XXX-XX-XXXX P 2022-07-08 2022-12-30
43 ATLASSIAN CORPORATION CLASS A XXX-XX-XXXX P 2022-08-12 2022-12-30
88 CROWN CASTLE INC 22822V101 P 2022-02-04 2022-12-30
181 FERGUSON PLC NEW G3421J106 P 2022-03-15 2022-12-30
1,073 ICICI BANK LTD - SPON ADR 45104G104 P 2022-12-07 2022-12-30
16 LABORATORY CORP OF AMERICA HOLDINGS 50540R409 P 2022-11-17 2022-12-30
84 LKQ CORP XXX-XX-XXXX P 2022-11-01 2022-12-30
425 NOVO-NORDISK ADR XXX-XX-XXXX P 2022-01-07 2022-12-30
134 OTIS WORLDWIDE CORP 68902V107 P 2022-08-23 2022-12-30
18 S&P GLOBAL INC 78409V104 P 2022-02-09 2022-12-30
1,353 SCHNEIDER ELECTRIC SE 80687P106 P 2022-04-01 2022-12-30
131 SKYWORKS SOLUTIONS INC 83088M102 P 2022-02-04 2022-12-30
224 THOMSON REUTERS CORP. XXX-XX-XXXX P 2022-12-28 2022-12-30
192 WASTE CONNECTIONS INC 94106B101 P 2022-10-07 2022-12-30
CAPITAL GAIN DISTRIBUTIONS P   2023-12-31
ROUNDING ADJUSTMENT P   2023-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 35,100   45,949 -10,849
b 131,745   148,003 -16,258
c 25,867   34,694 -8,827
d 172,252   171,600 652
e 19,126   32,702 -13,576
29,140   39,406 -10,266
33,946   39,023 -5,077
52,572   58,802 -6,230
38,693   40,409 -1,716
15,304   16,238 -934
42,286   63,434 -21,148
25,156   41,430 -16,274
35,986   57,609 -21,623
25,156   34,618 -9,462
804,676   874,899 -70,223
18,208   17,805 403
6,881   7,000 -119
2,107   2,351 -244
4,840   5,112 -272
6,223   5,950 273
4,116   3,999 117
168,785   171,736 -2,951
2,342   2,180 162
10   9 1
112,707   122,315 -9,608
77,455   88,765 -11,310
3   2 1
40,152   37,015 3,137
24,537   26,024 -1,487
11,625   12,629 -1,004
127,496   148,293 -20,797
3,605   3,232 373
31,774   39,555 -7,781
59,288   91,207 -31,919
107,604   110,425 -2,821
70,902   52,020 18,882
61,374   42,346 19,028
120,127   43,613 76,514
10,829   4,941 5,888
6,296   2,932 3,364
119,611   27,954 91,657
37,826   9,131 28,695
2,146   2,478 -332
13,051   11,076 1,975
27,267   30,921 -3,654
32,381   28,620 3,761
14,369   10,471 3,898
29,428   9,307 20,121
24,678   12,001 12,677
26,036   11,964 14,072
51,300   24,824 26,476
49,874   25,097 24,777
22,046   10,969 11,077
506   282 224
1,127   564 563
14,508   9,615 4,893
2,394   1,439 955
49,616   13,011 36,605
1,735   4,089 -2,354
972   1,636 -664
72,727   60,865 11,862
18,369   23,240 -4,871
14,620   22,641 -8,021
4,577   1,880 2,697
1,989   839 1,150
78,106   119,076 -40,970
49,968   83,886 -33,918
16,022   28,562 -12,540
25,512   10,130 15,382
13,184   6,235 6,949
52,632   23,558 29,074
3,599   2,227 1,372
50,988   51,865 -877
29,733   8,786 20,947
69,102   49,758 19,344
6,562   11,698 -5,136
16,310   9,526 6,784
3,816   1,867 1,949
33,488   28,011 5,477
3,084   2,444 640
55,392   38,301 17,091
74,799   54,459 20,340
92,559   24,489 68,070
42,798   59,318 -16,520
3,619   1,040 2,579
27,739   34,812 -7,073
2,382   4,652 -2,270
1,256,993   1,225,113 31,880
468,947   344,276 124,671
48,880   55,802 -6,922
71,662   51,781 19,881
22,082   34,936 -12,854
2,212   3,838 -1,626
15,631   31,653 -16,022
15,799   26,488 -10,689
27,125   20,917 6,208
25,779   14,513 11,266
79,777   25,563 54,214
39,744   9,129 30,615
70,204   22,710 47,494
23,249   25,560 -2,311
52,600   30,605 21,995
3,733   2,327 1,406
14,545   3,977 10,568
62,422   27,408 35,014
3,978   2,431 1,547
2,896   1,418 1,478
2,535   1,808 727
8,219   7,865 354
18,658   19,740 -1,082
210   114 96
15,124   7,316 7,808
19,440   13,413 6,027
50,828   55,830 -5,002
20,634   22,101 -1,467
2,742   1,766 976
14,957   11,374 3,583
26,009   15,266 10,743
18,481   19,056 -575
20,244   19,947 297
7,125   6,860 265
68,535   65,078 3,457
2,782   1,399 1,383
136,427   151,382 -14,955
40,879   46,442 -5,563
74,293   34,879 39,414
2,758   1,334 1,424
129,258   82,862 46,396
95,782   70,387 25,395
15,528   10,932 4,596
14,578   9,270 5,308
19,095   8,269 10,826
22,543   9,767 12,776
32,883   48,009 -15,126
3,768   2,093 1,675
24,647   16,335 8,312
12,279   8,842 3,437
39,124   34,757 4,367
15,453   10,621 4,832
46,301   31,858 14,443
34,182   11,194 22,988
5,968   2,031 3,937
4,829   3,679 1,150
16,701   13,810 2,891
26,637   23,677 2,960
60,752   27,430 33,322
37,154   12,985 24,169
22,523   7,391 15,132
33,022   49,715 -16,693
33,524   64,622 -31,098
48,618   27,402 21,216
43,369   31,575 11,794
5,631   5,264 367
33,917   12,203 21,714
48,973   63,293 -14,320
21,835   26,101 -4,266
16,080   20,386 -4,306
1,271   1,628 -357
20,055   12,696 7,359
5,412   3,823 1,589
63,382   15,971 47,411
11,460   4,647 6,813
17,189   7,257 9,932
38,569   25,077 13,492
353   285 68
13,370   10,836 2,534
9,057   7,350 1,707
5,960   4,821 1,139
36,215   19,913 16,302
29,980   23,849 6,131
32,881   20,863 12,018
381   398 -17
19,544   21,648 -2,104
21,730   29,704 -7,974
39,390   39,231 159
5,480   12,179 -6,699
12,036   15,803 -3,767
22,874   26,428 -3,554
23,392   23,761 -369
3,752   3,727 25
4,483   4,491 -8
57,154   43,040 14,114
10,469   10,330 139
6,019   7,340 -1,321
37,714   46,651 -8,937
11,828   17,625 -5,797
25,549   25,297 252
25,358   25,080 278
13,008     13,008
    5 -5
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       -10,849
b       -16,258
c       -8,827
d       652
e       -13,576
      -10,266
      -5,077
      -6,230
      -1,716
      -934
      -21,148
      -16,274
      -21,623
      -9,462
      -70,223
      403
      -119
      -244
      -272
      273
      117
      -2,951
      162
      1
      -9,608
      -11,310
      1
      3,137
      -1,487
      -1,004
      -20,797
      373
      -7,781
      -31,919
      -2,821
      18,882
      19,028
      76,514
      5,888
      3,364
      91,657
      28,695
      -332
      1,975
      -3,654
      3,761
      3,898
      20,121
      12,677
      14,072
      26,476
      24,777
      11,077
      224
      563
      4,893
      955
      36,605
      -2,354
      -664
      11,862
      -4,871
      -8,021
      2,697
      1,150
      -40,970
      -33,918
      -12,540
      15,382
      6,949
      29,074
      1,372
      -877
      20,947
      19,344
      -5,136
      6,784
      1,949
      5,477
      640
      17,091
      20,340
      68,070
      -16,520
      2,579
      -7,073
      -2,270
      31,880
      124,671
      -6,922
      19,881
      -12,854
      -1,626
      -16,022
      -10,689
      6,208
      11,266
      54,214
      30,615
      47,494
      -2,311
      21,995
      1,406
      10,568
      35,014
      1,547
      1,478
      727
      354
      -1,082
      96
      7,808
      6,027
      -5,002
      -1,467
      976
      3,583
      10,743
      -575
      297
      265
      3,457
      1,383
      -14,955
      -5,563
      39,414
      1,424
      46,396
      25,395
      4,596
      5,308
      10,826
      12,776
      -15,126
      1,675
      8,312
      3,437
      4,367
      4,832
      14,443
      22,988
      3,937
      1,150
      2,891
      2,960
      33,322
      24,169
      15,132
      -16,693
      -31,098
      21,216
      11,794
      367
      21,714
      -14,320
      -4,266
      -4,306
      -357
      7,359
      1,589
      47,411
      6,813
      9,932
      13,492
      68
      2,534
      1,707
      1,139
      16,302
      6,131
      12,018
      -17
      -2,104
      -7,974
      159
      -6,699
      -3,767
      -3,554
      -369
      25
      -8
      14,114
      139
      -1,321
      -8,937
      -5,797
      252
      278
      13,008
      -5
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 2 928,430
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 -323,225
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 15,964
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 15,964
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 15,964
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 13,027
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 13,027
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 2,937
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 arrowEQUITABLE TRUST COMPANY CO-TTEE Telephone no.right arrow (615) 460-9240

Located atright arrow4400 HARDING PIKE STE 310NASHVILLETN ZIP+4right arrow372055215
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
EQUITABLE TRUST COMPANY CO-TRUSTEE
10.00 		75,301 0 0
4400 HARDING PIKE SUITE 310
NASHVILLE,TN37205
OVERTON T SMITH TRUSTEE
5.00 		0 0 0
500 ELMINGTON AVENUE APT 433
NASHVILLE,TN37205
MARGARET S WARNER TRUSTEE
5.00 		0 0 0
11 BURTON HILLS BLVD APT 673
NASHVILLE,TN37215
RUSSELL O STEWART TRUSTEE
5.00 		0 0 0
10 SANDY LAKE ROAD
CHERRY HILLS VILLAGE,CO80113
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
11,838,430
b
Average of monthly cash balances.......................
1b
1,830,673
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
13,669,103
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
13,669,103
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
205,037
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,464,066
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
673,203
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
673,203
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
15,964
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
15,964
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
657,239
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
657,239
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
657,239
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
740,205
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
740,205
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 7 657,239
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...... 25,397
b From 2019...... 28,316
c From 2020...... 92,156
d From 2021...... 33,568
e From 2022...... 17,488
f Total of lines 3a through e ........ 196,925
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 740,205
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..... 657,239
e Remaining amount distributed out of corpus 82,966
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 5 279,891
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) ... 		25,397
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		254,494
10 Analysis of line 9:
a Excess from 2019.... 28,316
b Excess from 2020.... 92,156
c Excess from 2021.... 33,568
d Excess from 2022.... 17,488
e Excess from 2023.... 82,966
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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

AND-HOF ANIMALS SANCTUARY FOR FARM ANIMALS INC

25 FEATHERSTONE RD
CATSKILL,NY12414 		NONE PUB. CHARITY DONATION 1,300

BATTLE GROUND ACADEMY

336 ERNEST RICE LANE
FRANKLIN,TN37069 		NONE PUB. CHARITY DONATION 1,889

BLUE GRASS COMMUNITY FOUNDATION

499 EAST HIGH STREET
LEXINGTON,KY40507 		NONE PUB. CHARITY DONATION 2,500

BLUEGRASS CONSERVANCY

380 SOUTH MILL STREET
LEXINGTON,KY40508 		NONE PUB. CHARITY DONATION 1,000

CAMP HORSIN' AROUND

PO BOX 22276
LEXINGTON,KY40522 		NONE PUB. CHARITY DONATION 5,000

CAMP SEA GULL

218 SEA GULL LANDING
ARAPAHOE,NC28510 		NONE PUB. CHARITY DONATION 3,000

CASA OF LEXINGTON

3425 LOCH NESS DR
LEXINGTON,KY40517 		NONE PUB. CHARITY DONATION 1,000

CENTENNIAL PARK CONSERVANCY

2565 PARK PLAZA
NASHVILLE,TN37203 		NONE PUB. CHARITY DONATION 600

CHEEKWOOD

1200 FORREST PARK DRIVE
NASHVILLE,TN37205 		NONE PUB. CHARITY DONATION 7,000

CHRIST CHURCH CATHEDRAL

900 BROADWAY
NASHVILLE,TN37203 		NONE PUB. CHARITY DONATION 17,500

CHURCH OF THE GOOD SHEPHERD

1420 WILSON PIKE
BRENTWOOD,TN37027 		NONE PUB. CHARITY DONATION 3,000

CUMBERLAND RIVER COMPACT

2 VICTORY AVENUE SUITE 500
NASHVILLE,TN37213 		NONE PUB. CHARITY DONATION 20,000

ENSWORTH SCHOOL

211 ENSWORTH PLACE
NASHVILLE,TN37205 		NONE PUB. CHARITY DONATION 250

EQUAL CHANCE FOR EDUCATION

73 WHITE BRIDGE RD SUITE 103
NASHVILLE,TN37205 		NONE PUB. CHARITY DONATION 25,000

FRIENDS OF RADNOR LAKE

2606 EUGENIA AVENUE
NASHVILLE,TN37211 		NONE PUB. CHARITY DONATION 1,000

FRIENDS OF WARNER PARKS

50 VAUGHN ROAD
NASHVILLE,TN37221 		NONE PUB. CHARITY DONATION 3,000

HARPETH HALL SCHOOL

3801 HOBBS ROAD
NASHVILLE,TN37215 		NONE PUB. CHARITY DONATION 126,000

HIGH LINE CANAL CONSERVANCY

915 S PEARL ST
DENVER,CO80209 		NONE PUB. CHARITY DONATION 9,000

KENTUCKY CHILDREN'S HOSPITAL

800 ROSE STREET MN150
LEXINGTON,KY40536 		NONE PUB. CHARITY DONATION 5,000

KENTUCKY EDUCATIONAL TELEVISION

600 COOPER DRIVE
LEXINGTON,KY40502 		NONE PUB. CHARITY DONATION 1,500

KIPS BAY BOYS AND GIRLS CLUB

1930 RANDALL AVENUE
BRONX,NY10473 		NONE PUB. CHARITY DONATION 1,000

LEXARTS INC

161 NORTH MILL STREET
LEXINGTON,KY40507 		NONE PUB. CHARITY DONATION 5,000

LEXINGTON CLINIC

1221 SOUTH BROADWAY
LEXINGTON,KY40504 		NONE PUB. CHARITY DONATION 1,000

LEXINGTON PUBLIC LIBRARY

140 E MAIN STREET
LEXINGTON,KY40507 		NONE PUB. CHARITY DONATION 500

MAKE-A-WISH

710 EAST MAIN ST
LEXINGTON,KY40502 		NONE PUB. CHARITY DONATION 2,500

MEHARRY MEDICAL COLLEGE

1005 DR DB TODD JR BLVD
NASHVILLE,TN372083599 		NONE PUB. CHARITY CONTRIBUTION 5,000

NASHVILLE PUBLIC RADIO

PO BOX 305172
NASHVILLE,TN37230 		NONE PUB. CHARITY DONATION 500

NASHVILLE PUBLIC TELEVISION

161 RAINS AVENUE
NASHVILLE,TN37203 		NONE PUB. CHARITY DONATION 500

NASHVILLE SYMPHONY

1 SYMPHONY PLACE
NASHVILLE,TN37201 		NONE PUB. CHARITY DONATION 6,000

NASHVILLE TREE FOUNDATION

PO BOX 58962
NASHVILLE,TN37205 		NONE PUB. CHARITY DONATION 10,000

NEW YORK UNIVERSITY SCHOOL OF LAW

40 WASHINGTON SQUARE S
NEW YORK,NY10012 		NONE PUB. CHARITY DONATION 1,000

SAINT AUGUSTINE CHAPEL

PO BOX 6330B
NASHVILLE,TN37235 		NONE PUB. CHARITY DONATION 1,000

SECOND HARVEST

331 GREAT CIRCLE ROAD
NASHVILLE,TN37228 		NONE PUB. CHARITY DONATION 200,000

SILOAM FAMILY HEALTH CENTER

820 GALE LANE
NASHVILLE,TN37204 		NONE PUB. CHARITY DONATION 50,000

ST JAMES THE LESS SCARSDALE

10 CHURCH LANE SOUTH
SCARSDALE,NY10583 		NONE PUB. CHARITY DONATION 1,250

ST JOHN'S EPISCOPAL CATHEDRAL

413 CUMBERLAND AVENUE
KNOXVILLE,TN37902 		NONE PUB. CHARITY DONATION 1,000

ST LUKE'S COMMUNITY HOUSE

5601 NEW YORK AVENUE
NASHVILLE,TN37209 		NONE PUB. CHARITY DONATION 15,000

STEP BY STEP

PO BOX 593
LEXINGTON,KY40588 		NONE PUB. CHARITY DONATION 1,000

THE HERITAGE FOUNDATION OF WILLIAMSON COUNTY

PO BOX 723
FRANKLIN,TN37065 		NONE PUB. CHARITY DONATION 12,110

THE HERMITAGE

4580 RACHELS LANE
NASHVILLE,TN37076 		NONE PUB. CHARITY DONATION 1,000

THE LAND TRUST FOR TENNESSEE

PO BOX 23473
NASHVILLE,TN37202 		NONE PUB. CHARITY DONATION 51,000

THE LEXINGTON SCHOOL

1050 LANE ALLEN ROAD
LEXINGTON,KY40504 		NONE PUB. CHARITY DONATION 1,000

TRAVELERS REST

636 FARRELL PKWY
NASHVILLE,TN37220 		NONE PUB. CHARITY DONATION 18,500

UNITED WAY OF WESTCHESTER

336 CENTRAL PARK AVE
WHITE PLAINS,NY10606 		NONE PUB. CHARITY DONATION 1,000

VANDERBILT COLLEGE OF ARTS & SCIENCES

301 KIRKLAND HALL
NASHVILLE,TN37240 		NONE PUB. CHARITY DONATION 2,500

VANDERBILT INGRAM CANCER CENTER

691 PRESTON BUILDING
NASHVILLE,TN37232 		NONE PUB. CHARITY DONATION 5,000

VANDERBILT LAW SCHOOL

131 21ST AVENUE SOUTH
NASHVILLE,TN37203 		NONE PUB. CHARITY DONATION 2,500

VANDERBILT UNIVERSITY MEDICAL CENTER DEVELOPMENT

1211 VANDERBILT UNIVERSITY MEDICAL
CENTER
NASHVILLE,TN37232 		NONE PUB. CHARITY DONATION 40,000

VIRGINIA EPISCOPAL SCHOOL

400 V EAST SOUTH ROAD
LYNCHBURG,VA24503 		NONE PUB. CHARITY DONATION 3,000

YWCA OF MIDDLE TENNESSEE

1000 CHURCH STREET
NASHVILLE,TN37203 		NONE PUB. CHARITY DONATION 5,000

HARPETH SCHOLASTIC SHOOTING SPORTS FOUNDATION

PO BOX 1231
FRANKLIN,TN37065 		NONE PUB. CHARITY DONATION 2,500

JOHN LAIRD CEMETERY ASSOCIATION

521 BEAR CREEK PIKE
COLUMBIA,TN38401 		NONE PUB. CHARITY DONATION 10,000

NASHVILLE OPERA

3622 REDMON ST
NASHVILLE,TN37209 		NONE PUB. CHARITY DONATION 600
Total .................................right arrow 3a 692,499
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 ........... 		    14 96,873  
4 Dividends and interest from securities ....     14 182,366  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 928,430  
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 1,207,669 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,207,669
(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:
HENRY LAIRD SMITH FOUNDATION
EIN:
62-6271796
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
2022 TAX PREP FEE 2,525 0 0 2,525

TY 2023 InvestmentsCorpStockSchedule
Name:
HENRY LAIRD SMITH FOUNDATION
EIN:
62-6271796
Name of Stock End of Year Book Value End of Year Fair Market Value
50000 US TREASURY BILL 47,764 49,832
50000 CIGNA GROUP 48,878 49,504
75000 KEURIG DR PEPPER INC 73,413 74,254
75000 FISERV INC 73,042 73,875
50000 TYSON FOODS INC 49,477 49,420
50000 JUNIPER NETWORKS INC 45,805 46,353
50000 MCKESSON CORP 49,870 50,002
50000 LOCKHEED MARTIN CORP 53,114 53,145
75000 ARCHER DANIELS MIDLAND C 69,876 71,442
100000 GOLDMAN SACHS GROUP INC 98,240 98,161
75000 MCDONALDS CORP 77,465 79,498
75000 INT'L BUSINESS MACHINES 79,140 80,414
50000 HEICO CORP 49,425 51,095
50000 AMERIPRISE FINANCIAL INC 51,375 52,352
50000 INTEL CORP 42,692 45,050
50000 PHILLIPS 66 43,648 45,794
75000 CONOCOPHILLIPS CO 85,440 88,021
75000 THE CIGNA GROUP 62,127 65,766
75000 SYSCO CORP 78,542 79,825
75000 NORTHROP GRUMMAN CORP 85,146 87,338
4380 ALPHABET INC CL A 259,419 611,842
316 AMGEN INC 86,966 91,014
723 ANALOG DEVICES INC 64,768 143,559
489 CANADIAN NATURAL RESOURCES 32,564 32,039
2873 CROWN CASTLE INC 264,182 330,941
807 DAVITA INC 74,357 84,541
1362 ENTERGY CORP 139,206 137,821
2518 FIDELITY NATIONAL INFORMATION SVS INC 140,106 151,256
165 GOLDMAN SACHS GROUP INC 35,515 63,652
768 INGREDION INCORPORATED 77,725 83,351
781 INTERCONTINENTAL EXCHANGE GROUP INC 56,483 100,304
1644 LABORATORY CORP OF AMERICA HOLDINGS 327,500 373,665
2974 LKQ CORP 155,985 142,127
453 MASTERCARD INC CL A 64,477 193,209
259 MICROSOFT CORP 14,696 97,394
2798 OTIS WORLDWIDE CORP 208,575 250,337
807 PUBLIC STORAGE INC 217,335 246,135
179 ROPER TECHNOLOGIES INC 58,345 97,585
924 S&P GLOBAL INC 362,423 407,040
397 SALESFORCE INC 78,356 104,467
395 SERVICENOW INC 122,080 279,064
2256 SKYWORKS SOLUTIONS INC 198,954 253,620
190 ULTA BEAUTY INC 64,600 93,098
718 VISA INC CL A 45,191 186,931
8983 SCHWAB US DIVIDEND ETF 683,330 683,876
1939 VANGUARD S&P 500 ETF 501,766 846,955
4842 VANGUARD VALUE ETF 683,348 723,879
1783 ISHARES S&P SMALL-CAP 600 ETF 124,740 193,010
155 ACCENTURE PLC CL A 26,132 54,391
1084 ADVANTEST CORP 38,743 36,884
4693 ADYEN NV ADR 67,856 60,478
178 AON PLC CL A 46,313 51,802
573 ARCH CAPITAL GROUP LTD 40,007 42,557
106 ASM INTL NV 36,612 55,028
91 ASML HOLDING NV NY 16,803 68,880
692 ASTRAZENECA PLC ADR 46,486 46,606
2219 ATLAS COPCO AB ADR A 21,028 38,213
301 ATLASSIAN CORPORATION CLASS A 107,177 71,596
918 BAE SYSTEMS ADR 48,132 51,983
1102 CANADIAN PACIFIC RAILWAY LTD. 43,692 87,124
1221 COMPASS GROUP PLC ADR 34,870 33,403
94 EPAM SYSTEMS INC 42,595 27,950
229 EVEREST GROUP LTD 69,139 80,970
407 EVOLUTION AB UNSPONSORED ADR 63,182 48,552
1150 EXPERIAN PLC ADR 21,866 46,942
278 FERGUSON PLC NEW 40,520 53,673
228 FERRARI NV 43,736 77,162
1816 ICICI BANK LTD - SPON ADR 41,035 43,293
264 ICON PLC ADR 54,745 74,730
445 LOREAL SA ADR 41,320 44,305
106 LINDE PLC 35,222 43,535
281 LVMH MOET HENNESSY LOUIS VUITTON SA 10,246 45,543
45 MERCADOLIBRE INC ADR 64,731 70,719
369 NESTLE SA ADR 27,705 42,751
902 NOVO-NORDISK ADR 49,932 93,312
1115 SAFRAN SA UNSPONSORED ADR 48,938 49,101
876 SCHNEIDER ELECTRIC SE 25,278 35,181
1581 SHELL PLC SPON ADR 69,723 104,030
199 STERIS PLC 25,317 43,750
267 THOMSON REUTERS CORP. 30,153 39,041
1233 UBS AG NEW 38,533 38,100
262 WASTE CONNECTIONS INC 34,823 39,109
2827 VANGUARD INTL HIGH DIVIDEND YIELD ETF 171,647 187,967
22014.112 CHAUTAUQUA INTERNATIONAL GROWTH I 343,200 375,120
30371.681 KOPERNIK GLOBAL ALL CAP INSTL 343,200 353,830
24800 ISHARES GOLD TRUST ETF 716,356 967,944

TY 2023 OtherExpensesSchedule
Name:
HENRY LAIRD SMITH FOUNDATION
EIN:
62-6271796
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MISCELLANEOUS 549 549 0 0


TY 2023 OtherProfessionalFeesSchedule
Name:
HENRY LAIRD SMITH FOUNDATION
EIN:
62-6271796
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 22,526 22,526 0 0


TY 2023 TaxesSchedule
Name:
HENRY LAIRD SMITH FOUNDATION
EIN:
62-6271796
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 5,980 5,980 0 0