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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE DAN AND MARGARET MADDOX FUND INC
 
Number and street (or P.O. box number if mail is not delivered to street address)100 TAYLOR STREET A-20
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NASHVILLE, TN37208
A Employer identification number

23-7017790
B Telephone number (see instructions)

(615) 385-1006
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$57,601,525J 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 660,981 660,981  
4 Dividends and interest from securities... 804,850 804,850  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,910,661
b Gross sales price for all assets on line 6a 23,246,021
7 Capital gain net income (from Part IV, line 2)... 3,910,661
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)....... Click to see attachment
List of Attached Documents:
// Content
326,321 251,487  
12 Total. Add lines 1 through 11........ 5,702,813 5,627,979  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 284,193 0   259,999
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 30,860 0   26,617
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
40,029 0   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
15,597 0   9,341
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
159,275 47,527   19,841
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 15,755 0   13,392
21 Travel, conferences, and meetings....... 14,039 0   13,902
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
805,365 682,605   102,576
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,365,113 730,132   445,668
25 Contributions, gifts, grants paid....... 1,914,214 1,914,214
26 Total expenses and disbursements. Add lines 24 and 25 3,279,327 730,132   2,359,882
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,423,486
b Net investment income (if negative, enter -0-) 4,897,847
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 1,131,565 1,329,302 1,329,302
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) 5,696,146 Click to see attachment
List of Attached Documents:
// Content
6,831,409 		6,810,577
b Investments—corporate stock (attach schedule)....... 21,309,496 Click to see attachment
List of Attached Documents:
// Content
24,118,052 		28,306,560
c Investments—corporate bonds (attach schedule)....... 3,489,231 Click to see attachment
List of Attached Documents:
// Content
3,514,410 		3,683,918
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).......... 13,014,809 Click to see attachment
List of Attached Documents:
// Content
10,142,557 		17,471,168
14 Land, buildings, and equipment: basis right arrow7,269
Less: accumulated depreciation (attach schedule) right arrow7,269      
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 44,641,247 45,935,730 57,601,525
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........ 44,641,247 45,935,730
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 44,641,247 45,935,730
30 Total liabilities and net assets/fund balances (see instructions). 44,641,247 45,935,730
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
44,641,247
2
Enter amount from Part I, line 27a .....................
2
2,423,486
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
47,064,733
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,129,003
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
45,935,730
Form 990-PF (2024)
Form 990-PF (2024)
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 BNY MELLON 2018 ST COVERED P   2024-12-31
b BNY MELLON 2018 LT COVERED P   2024-12-31
c BNY MELLON 2026 ST COVERED P   2024-12-31
d BNY MELLON 2059 ST COVERED P   2024-12-31
e BNY MELLON 2059 LT COVERED P   2024-12-31
BNY MELLON 2042 ST COVERED P   2024-12-31
BNY MELLON 2042 LT COVERED P   2024-12-31
BNY MELLON 2083 ST COVERED P   2024-12-31
BNY MELLON 2083 LT COVERED P   2024-12-31
BNY MELLON 2083 ST NONCOVERED P 2023-10-24 2024-10-17
BNY MELLON 2034 ST COVERED P   2024-12-31
BNY MELLON 2067 ST COVERED P   2024-12-31
BNY MELLON 2067 LT COVERED P   2024-12-31
WINSTON GLOBAL P    
K-1: DTC PRIVATE EQUITY IV, LP P   2024-12-31
K-1: DTC PRIVATE EQUITY IV, LP P   2024-12-31
K-1: DTC PRIVATE EQUITY V, LP P   2024-12-31
K-1: DTC PRIVATE EQUITY V, LP P   2024-12-31
K-1: METROPOLITAN REAL ESTATE PARTNERS GLOBAL V, LP P   2024-12-31
K-1: METROPOLITAN REAL ESTATE PARTNERS GLOBAL V, LP P   2024-12-31
K-1: METROPOLITAN REAL ESTATE PARTNERS SECONDARY FUND P   2024-12-31
K-1: DTC PRIVATE EQUITY VI-Q, LP P   2024-12-31
K-1: DTC PRIVATE EQUITY VI-Q, LP P   2024-12-31
BNY MELLON 2075 ST COVERED P   2024-12-31
BNY MELLON 2075 LT COVERED P   2024-12-31
BNY MELLON 2075 ST NONCOVERED P   2024-12-31
BNY MELLON 2091 ST COVERED P   2024-12-31
BNY MELLON 2091 LT COVERED P   2024-12-31
CAPITAL GAINS DIVIDENDS P    
(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 2,829,617   2,829,617 0
b 32,120   32,120 0
c 2,750,000   2,750,000 0
d 1,619,222   1,469,657 149,565
e 548,854   441,846 107,008
2,969,966   2,675,272 294,694
711,040   561,022 150,018
756,127   725,811 30,316
94,944   86,358 8,586
50,000   45,133 4,867
421,280   358,617 62,663
1,033,609   916,872 116,737
198,640   220,474 -21,834
2,990,350   1,090,300 1,900,050
    1,341 -1,341
61,834     61,834
    11 -11
600,170     600,170
    3 -3
    817 -817
13,429     13,429
    4,709 -4,709
312,468     312,468
1,688,647   1,672,481 16,166
715,943   699,731 16,212
1,421     1,421
2,667,567   2,586,119 81,448
177,649   167,049 10,600
1,124     1,124
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       0
b       0
c       0
d       149,565
e       107,008
      294,694
      150,018
      30,316
      8,586
      4,867
      62,663
      116,737
      -21,834
      1,900,050
      -1,341
      61,834
      -11
      600,170
      -3
      -817
      13,429
      -4,709
      312,468
      16,166
      16,212
      1,421
      81,448
      10,600
      1,124
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 3,910,661
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 68,080
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 68,080
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 68,080
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 80,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 25,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 105,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 13
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 36,907
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow36,907 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowTN
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? 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 arrowWWW.MADDOXFUND.ORG
14
The books are in care ofright arrowJENNIFER BAILEY HELDERMAN Telephone no.right arrow (615) 385-1006

Located atright arrow100 TAYLOR STREET A-20NASHVILLETN ZIP+4right arrow37208
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
ANA ESCOBAR CHAIR
2.00 		0 0 0
100 TAYLOR STREET SUITE A-20
NASHVILLE,TN37208
INDIRA DAMMU VICE-CHAIR
1.00 		0 0 0
100 TAYLOR STREET SUITE A-20
NASHVILLE,TN37208
STEPHANIE MAHNKE SECRETARY/TREASURER
2.00 		0 0 0
100 TAYLOR STREET SUITE A-20
NASHVILLE,TN37208
KASAR ABDULLA TRUSTEE
1.00 		0 0 0
100 TAYLOR STREET SUITE A-20
NASHVILLE,TN37208
CATHY BENDER TRUSTEE
1.00 		0 0 0
100 TAYLOR STREET SUITE A-20
NASHVILLE,TN37208
ANDREA BLACKMAN TRUSTEE
1.00 		0 0 0
100 TAYLOR STREET SUITE A-20
NASHVILLE,TN37208
ASHLEE DAVIS TRUSTEE
1.00 		0 0 0
100 TAYLOR STREET SUITE A-20
NASHVILLE,TN37208
DAVID ESQUIVEL TRUSTEE
1.00 		0 0 0
100 TAYLOR STREET SUITE A-20
NASHVILLE,TN37208
MELISSA GORDON TRUSTEE
1.00 		0 0 0
100 TAYLOR STREET SUITE A-20
NASHVILLE,TN37208
HERMAN HICKS TRUSTEE
1.00 		0 0 0
100 TAYLOR STREET SUITE A-20
NASHVILLE,TN37208
BRANDON HILL TRUSTEE
1.00 		0 0 0
100 TAYLOR STREET SUITE A-20
NASHVILLE,TN37208
TOMMYE MADDOX TRUSTEE
1.00 		0 0 0
100 TAYLOR STREET SUITE A-20
NASHVILLE,TN37208
JAMAAL SHEATS TRUSTEE
1.00 		0 0 0
100 TAYLOR STREET SUITE A-20
NASHVILLE,TN37208
JENNIFER WANG TRUSTEE
1.00 		0 0 0
100 TAYLOR STREET SUITE A-20
NASHVILLE,TN37208
MARY K FRISKICS-WARREN EXECUTIVE DIRECTOR
40.00 		171,160 28,816 0
100 TAYLOR STREET SUITE A-20
NASHVILLE,TN37208
JOSEPH GUTIERREZ PROGAM OFFICER
40.00 		107,349 0 0
100 TAYLOR STREET SUITE A-20
NASHVILLE,TN37208
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 (2024)
Form 990-PF (2024)
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
BIVIUM WESTFULLER OCIO SERVICES 277,974
1185 6TH AVE 3RD FL
NEW YORK,NY10036
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 (2024)
Form 990-PF (2024)
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
44,587,761
b
Average of monthly cash balances.......................
1b
1,780,284
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
46,368,045
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
46,368,045
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
695,521
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
45,672,524
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,283,626
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
2,283,626
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
68,080
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
13,084
c
Add lines 2a and 2b............................
2c
81,164
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,202,462
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,202,462
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
2,202,462
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
2,359,882
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
2,359,882
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 2,202,462
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,730,141
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,359,882
a Applied to 2023, but not more than line 2a 1,730,141
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 2024 distributable amount..... 629,741
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		1,572,721
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
DAN AND MARGARET MADDOX CHARITABLE
100 TAYLOR STREET SUITE A -20
NASHVILLE,TN37208
(615) 385-1006
bThe form in which applications should be submitted and information and materials they should include:
APPLICATION IS FILED ONLINE AT WWW.MADDOXFUND.ORG ONLINE APPLICATION INCLUDES: ORGANIZATION HISTORY, PROGRAM DESCRIPTIONS, OUTCOMES AND BUDGET (ON REQUIRED FORM).
cAny submission deadlines:
JANUARY 15 OF EACH YEAR. SEE WEB SITE AT WWW.MADDOXFUND.ORG FOR MORE DETAILS.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
MADDOX MAKES GRANTS IN THE 40 MIDDLE TENNESSEE COUNTIES IN THE AREAS OF YOUTH AND THE ENVIRONMENT. MADDOX SEEKS A WORLD IN WHICH PEOPLE AND PLANET FLOURISH TOGETHER IN REGENERATIVE SYSTEMS FREE FROM OPPRESSION AND THREAT. MORE DETAILS ABOUT ELIGIBILITY, PRIORITIES AND RESTRICTIONS AS WELL AS THE APPLICATION PROCESS CAN BE FOUND ON THE WEB SITE WWW.MADDOXFUND.ORG.
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
100 BLACK MEN OF MIDDLE TENNESSEE


105 CONTINENTAL PLACE SUITE 160
NASHVILLE,TN37027 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 15,000
ALIGNMENT NASHVILLE


PO BOX 41089
NASHVILLE,TN37204 		NONE PUBLIC TO SUPPORT THE NASHVILLE YOUTH HEALTH EQUITY SUMMIT 2025 5,000
AMERICAN BAPTIST COLLEGE


1800 BAPTIST WORLD CENTER DR
NASHVILLE,TN37207 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR SEAL 25,000
AMERICAN CIVIL LIBERTIES UNION FOUN


PO BOX 120160
NASHVILLE,TN37212 		NONE PUBLIC TO PROVIDE PAID YOUTH INTERNSHIPS 25,000
AMERICAN MUSLIM ADVISORY COUNCIL


2195 NOLENSVILLE PK
NASHVILLE,TN37211 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 17,000

ASSOCIATION OF BLACK FOUNDATION EXECUTIVES

55 EXCHANGE PLACE
NEW YORK,NY10005 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT 2,500
BACKFIELD IN MOTION


920 WOODLAND ST
NASHVILLE,TN37206 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 10,000
BETHLEHEM CENTERS OF NASHVILLE


1417 CHARLOTTE AVENUE
NASHVILLE,TN37203 		NONE PUBLIC O PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 15,000
BIG BROTHERSBIG SISTERS OF MID-TN


1704 CHARLOTTE AVE STE 130
NASHVILLE,TN37203 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 9,000
BLACK LEMONADE


100 POWELL PL 1024
NASHVILLE,TN37204 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 20,000
BROOKLYN HEIGHTS COMMUNITY GARDEN


1830 HAYNES ST
NASHVILLE,TN37207 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR ENVIRONMENTAL PROGRAMS 55,000
CENTER FOR NONPROFIT EXCELLENCE


37 PEABODY ST STE 201
NASHVILLE,TN37209 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT 2,044
CIVIC TN


5016 CENTENNIAL BLVD STE 200
NASHVILLE,TN37209 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 22,000
COMMUNITY FOUNDATION OF MIDDLE TN


3421 BELMONT BLVD
NASHVILLE,TN37215 		NONE PUBLIC TO PROVIDE SUPPORT FOR GIVINGMATTERS.COM 42,500
CONEXION AMERICAS


2195 NOLENSVILLE ROAD
NASHVILLE,TN37211 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 45,000
CONFLUENCE PHILATHROPY


209 W 29TH ST BOX 6169
NEW YORK,NY10001 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT 1,650
COSEHCA COMMUNITY DEVELOPMENT


2621 NOLENSVILLE PK
NASHVILLE,TN37211 		NONE PUBLIC TO SUPPORT THE REMIX 10,000
CUMBERLAND RIVER COMPACT


35 PEABODY ST 305
NASHVILLE,TN37210 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR ENVIRONMENTAL PROGRAMS 15,000
D-Y-M-O-N IN THE ROUGH


PO BOX 330816
NASHVILLE,TN37203 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 20,000
EAST NASHVILLE HOPE EXCHANGE


PO BOX 68423
NASHVILLE,TN37206 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 12,000
EDUCATION TRUST


1501 K ST NW SUITE 200
WASHINGTON,DC200051401 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS IN TENNESSEE 40,000
ELMAHABA CENTER


705 AYLESFORD CT
FRANKLIN,TN37069 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS IN TENNESSEE 15,000
EMPOWERMENT INC


2500 MURFREESBORO PIKE SUITE
150-345
NASHVILLE,TN37217 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 5,000
EQUITY ALLIANCE


PO BOX 331821
NASHVILLE,TN37203 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 85,000
FIND DESIGN


2787 SMITH SPRINGS RD
NASHVILLE,TN37217 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 35,000
FISK UNIVERSITY


1000 SEVENTEENTH AVENUE NORTH
NASHVILLE,TN372083051 		NONE PUBLIC TO SUPPORT THE YOUTH OUTDOOR PROGRAM 1,000
FRANKTOWN OPEN HEARTS


412 CUMMINS STREET
FRANKLIN,TN37064 		NONE PUBLIC TO SUPPORT HUNTING AND FISHING PROGRAMS 9,000
FRIENDS OF MILL RIDGE PARK


PO BOX 676
ANTIOCH,TN37011 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR ENVIRONMENTAL PROGRAMS 25,000
FUTURO INC


2005 WINTERGREEN WAY
MT JULIET,TN37122 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 52,500
GIDEON'S ARMY GRASSROOTS ARMY FOR C


PO BOX 280867
NASHVILLE,TN37228 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 20,000
GRANTMAKERS CONCERNED WITH IMMIGRAN


PO BOX 2178
PETALUMA,CA94953 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT 2,500
GRANTMAKERS FOR EFFECTIVE ORGANIZAT


1310 L STREET NW SUITE 650
WASHINGTON,DC30005 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT 1,500
HIGHLANDER RESEARCH EDUCATION CENTE


1959 HIGHLANDER WAY
NEW MARKET,TN37820 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR GRANTMAKERS FOR SOUTHERN PROGRESS 1,000
HUMAN TRAFFICKING SURVIVORS COURT F


1516 16TH AVENUE SOUTH
NASHVILLE,TN37212 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT 1,000
INCLUSION TENNESSEE


2817 WEST END AVE STE 126-166
NASHVILLE,TN37203 		NONE PUBLIC TO SUPPORT YOUTH PROGRAMMING AT INCLUSION TENNESSEE 25,000
INTER-RELIGIOUS FOUNDATION FOR COMM


418 WEST 145TH STREET
NEW YORK,NY10031 		NONE PUBLIC TO SUPPORT THE TENNESSEE STUDENT SOLIDARITY NETWORK 10,000
JC MOVEMENT


616 AIDEEN PL
MADISON,TN37115 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 20,000
LAUNCH PAD


PO BOX 330569
NASHVILLE,TN37203 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 65,000
LEGACY MISSION VILLAGE


PO BOX 2984
BRENTWOOD,TN37024 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 20,000
MAN UP TEACHER FELLOWSHIP


3796 FRAYSER-RALEIGH ROAD
MEMPHIS,TN38128 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 10,000
MASHUP


309 PLUS PARK BOULEVARD STE 211
NASHVILLE,TN37217 		NONE PUBLIC TO SUPPORT TRANS AID NASHVILLE 31,000
MONROE HARDING INC


1 VANTAGE WAY STE C165
NASHVILLE,TN37228 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 10,000
MOSAIC CHANGEMAKERS


1131 4TH AVENUE SOUTH SUITR 230
NASHVILLE,TN37210 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT EDUCATION PROGRAMS 25,000
MURFREESBORO MUSLIM YOUTH


PO BOX 330735
MURFREESBORO,TN37133 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 10,000
MUSIC CITY CONSTRUCTION CAREERS INC


PO BOX 290153
NASHVILLE,TN37229 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 20,000
NASHVILLE FREEDOM SCHOOL PARTNERSHI


PO BOX 120308
NASHVILLE,TN37212 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 50,000
NASHVILLE INTERNATIONAL CENTER FOR


417 WELSHWOOD DR SUITE 100
NASHVILLE,TN37211 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 30,000
NASHVILLE ORGANIZED FOR ACTION AND


PO BOX 331144
NASHVILLE,TN37203 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 20,000
NASHVILLE PEACE AND JUSTICE CENTER


530 26TH AVE N
NASHVILLE,TN37209 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR ENVIRONMENTAL PROGRAMS OF SUNRISE MOVEMENT 55,000
NASHVILLE PEACEMAKERS


830 FESSLERS PARKWAY SUITE 106
NASHVILLE,TN37210 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 35,000
NASHVILLE TEACHER RESIDENCY


PO BOX 40017
NASHVILLE,TN37204 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 25,000
NATIONS MINISTRY CENTER


PO BOX 128154
NASHVILLE,TN37212 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 17,000
NATIVE AMERICAN INDIAN ASSOCIATION


230 SPENCE LN
NASHVILLE,TN37210 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 10,000
OASIS CENTER


1704 CHARLOTTE AVE STE 200
NASHVILLE,TN37203 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 25,000
ONE WILLCO


PO BOX 88
THOMPSONS STN,TN37179 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 32,000
ORGANIZE TENNESSEE


PO BOX 40083
NASHVILLE,TN37204 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 10,000
PENCIL FOUNDATION


7199 COCKRILL BEND BLVD
NASHVILLE,TN37209 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 10,000
PHILANTHROPY SOUTHEAST


100 PEACHTREE NW SUITE 2080
ATLANTA,GA30303 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT 10,620
PLANNED PARENTHOOD OF TENNESSEE AND


50 VANTAGE WAY SUITE 255
NASHVILLE,TN37228 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 50,000
RAPHAH INSTITUTE


3280 WOODPOINT DR
NASHVILLE,TN37207 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 25,000
RECYCLE REINVEST


610 N 3RD ST
NASHVILLE,TN37207 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR ENVIRONMENTAL PROGRAMS 20,000
SALAMA URBAN MINISTRIES


1205 8TH AVENUE SOUTH
NASHVILLE,TN37203 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 40,000
SOCM STATE ORGANIZING FOR COMMUNITY


PO BOX 12667
KNOXVILLE,TN37912 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR EDUCATION PROGRAMS 25,000
SOUTHERN MOVEMENT COMMITTEE


1301 DICKERSON PIKE DRIVE
NASHVILLE,TN37207 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 65,000
SOUTHERN WORD INC


1704 CHARLOTTE AVENUE SUITE 200
NASHVILLE,TN37203 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 20,000
STARLINGS NASHVILLE


2733 PINE RIDGE DRIVE
NASHVILLE,TN37207 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 20,000
TENNESEE AQUATIC PROJECT AND DEVELO


1309 JACKSON ST
NASHVILLE,TN37208 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 8,000
TENNESSEE ANCIENT SITES CONSERVANCY


716 EUGENIA COURT
MT JULIET,TN37122 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR ENVIRONMENTAL PROGRAMS 10,000
TENNESSEE EDUCATORS OF COLOR ALLIAN


41 PEABODY ST
NASHVILLE,TN37210 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 62,000
TENNESSEE ENVIRONMENTAL COUNCIL


ONE VANTAGE WAY STE E-250
NASHVILLE,TN37228 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR ENVIRONMENTAL PROGRAMS 15,000
TENNESSEE EQUALITY PROJECT


PO BOX 330895
NASHVILLE,TN37203 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT 15,000
TENNESSEE IMMIGRANT AND REFUGEE RIG


3310 EZELL RD
NASHVILLE,TN37211 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH AND ENVIRONMENTAL PROGRAMS 94,500
TENNESSEE JUSTICE FOR OUR NEIGHBORS


2195 NOLENSVILLE PIKE
NASHVILLE,TN37211 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 30,750
TENNESSEE NONPROFIT NETWORK


3421 BELMONT BLVD
NASHVILLE,TN37215 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT 10,000
TENNESSEE PRIDE CHAMBER


41 PEABODY ST
NASHVILLE,TN37210 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT 150
TENNESSEE STATE UNIVERSITY FOUNDATI


3500 JOHN A MERRITT BLVD CAMPUS BOX
9542
NASHVILLE,TN37209 		NONE PUBLIC TO SUPPORT THE NASHVILLE ENVIRONMENTAL JUSTICE INITIATIVE 40,000
TRANSFORMATION NASHVILLE


PO BOX 41793
NASHVILLE,TN37204 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 20,000
WHY WE CAN'T WAIT


220 NATHAN DRIVE
GOODLETTSVILLE,TN37072 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 30,000
WILCO IRIS


810 OAK MEADOW DRIVE
FRANKLIN,TN37064 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 15,000
WOMEN OF COLOR COLLABORATIVE


2016 COOPER LANE
NASHVILLE,TN37216 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 31,000
YWCA NASHVILLE MIDDLE TENNESSEE


1608 WOODMONT BLVD
NASHVILLE,TN37215 		NONE PUBLIC TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS 30,000
Total .................................right arrow 3a 1,914,214
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 660,981  
4 Dividends and interest from securities ....     14 804,850  
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 3,910,661  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1:METRO REAL ESTATE 		531390 326 14 876  
bK-1: DTC PRIVATE EQ IV   -1,704 14 13,060  
cK-1: METROPOLITAN REAL ESTATE SECONDARY 531390 -72 14 -44,926  
dK-1: DTC PRIVATE EQ V   92,716 14 164,077  
eK-1: DTC PRIVATE EQ VI   -3,654 14 -5,190  
fK-1: AEW PARTNERS FUND VIII FEEDER LP   -12,778 14 116,118  
gK-1: ENERGY TRANSFER LP SERIES G   0 14 3,563  
hK-1: ENLINK MIDSTREAM PARTNERS, LP   0 14 3,909  
12 Subtotal. Add columns (b), (d), and (e) .. 74,834 5,627,979 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,702,813
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE DAN AND MARGARET MADDOX FUND INC
EIN:
23-7017790
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 40,029 0   0

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE DAN AND MARGARET MADDOX FUND INC
EIN:
23-7017790
Name of Bond End of Year Book Value End of Year Fair Market Value
WESTFULLER COPORATE BONDS 3,514,410 3,683,918

TY 2024 InvestmentsCorpStockSchedule
Name:
THE DAN AND MARGARET MADDOX FUND INC
EIN:
23-7017790
Name of Stock End of Year Book Value End of Year Fair Market Value
VANGUARD FEDERAL MONEY MARKET FUND 1,413,832 1,413,832
WESTFULLER COMMON STOCKS 22,280,228 26,456,264
WESTFULLER REAL ESTATE INVESTMENT TRUSTS 299,629 313,599
WESTFULLER PREFERRED STOCKS 124,363 122,865

TY 2024 InvestmentsGovtObligationsSch
Name:
THE DAN AND MARGARET MADDOX FUND INC
EIN:
23-7017790
US Government Securities - End of Year Book Value:

1,342,427
US Government Securities - End of Year Fair Market Value:

1,288,125
State & Local Government Securities - End of Year Book Value:


5,488,982
State & Local Government Securities - End of Year Fair Market Value:


5,522,452


TY 2024 InvestmentsOtherSchedule2
Name:
THE DAN AND MARGARET MADDOX FUND INC
EIN:
23-7017790
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AEW PARTNERS FUN DVIII FEEDER, L.P. AT COST 29,974 396,348
DTC PRIVATE EQUITY IV, LP AT COST 909,375 2,187,195
DTC PRIVATE EQUITY VI, LP AT COST 3,525,169 5,832,524
DTC PRIVATE EQUITY V-Q LP AT COST 1,674,547 5,076,173
METRO REAL ESTATE PARTNERS GLOBAL V, LP AT COST 136,705 252,230
METROPOLITAN REAL ESTATE PARTNERS SCIF AT COST 780,984 623,341
WESTFULLER ASSET BACKED SECURITIES AT COST 3,085,803 3,103,357

TY 2024 OtherDecreasesSchedule
Name:
THE DAN AND MARGARET MADDOX FUND INC
EIN:
23-7017790
Description Amount
PARTNERSHIP PASS-THROUGH 1,129,003


TY 2024 OtherExpensesSchedule
Name:
THE DAN AND MARGARET MADDOX FUND INC
EIN:
23-7017790
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BOARD & COMMITTEE ACTIVITIES 5,295 0   3,971
INSURANCE 9,935 0   7,451
INVESTMENT EXPENSES 374,188 374,188   0
K-1: DTC PRIVATE EQUITY IV, LP 39,607 39,607   0
K-1: DTC PRIVATE EQUITY V-Q, LP 102,604 102,604   0
K-1: METRO REAL ESTATE PARTNERS 6,103 6,103   0
K-1: METRO REAL ESTATE PARTNERS SECONDARY 12,870 12,870   0
MISCELLANEOUS 18,569 0   15,784
OFFICE EXPENSE 14,298 0   11,906
K-1: AEW PARTNERS FUND VIII FEEDER 2,974 2,974   0
K-1: DTC PRIVATE EQUITY VI-Q, LP 144,259 144,259   0
EXECUTIVE DIRECTOR SEARCH 74,663 0   63,464


TY 2024 OtherIncomeSchedule2
Name:
THE DAN AND MARGARET MADDOX FUND INC
EIN:
23-7017790
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1:METRO REAL ESTATE 1,202 876 1,202
K-1: DTC PRIVATE EQ IV 11,356 13,060 11,356
K-1: METROPOLITAN REAL ESTATE SECONDARY -44,998 -44,926 -44,998
K-1: DTC PRIVATE EQ V 256,793 164,077 256,793
K-1: DTC PRIVATE EQ VI -8,844 -5,190 -8,844
K-1: AEW PARTNERS FUND VIII FEEDER LP 103,340 116,118 103,340
K-1: ENERGY TRANSFER LP SERIES G 3,563 3,563 3,563
K-1: ENLINK MIDSTREAM PARTNERS, LP 3,909 3,909 3,909


TY 2024 OtherProfessionalFeesSchedule
Name:
THE DAN AND MARGARET MADDOX FUND INC
EIN:
23-7017790
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL SERVICE 2,952 0   2,671
CONSULTANTS 12,645 0   6,670


TY 2024 TaxesSchedule
Name:
THE DAN AND MARGARET MADDOX FUND INC
EIN:
23-7017790
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 21,683 0   19,841
FROM K-1'S: FOREIGN INCOME TAXES 6,474 6,474   0
FEDERAL INCOME TAXES PAID 90,065 0   0
FOREIGN INCOME TAX - FORM 1099 41,053 41,053   0