TY 2024 Form 990PF

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)	(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)
1 a	PUBLICLY TRADED SECURITIES		2024-12-31
b	CLASS ACTION FILED ON ALLERGAN	P	2024-12-31
c	PASSTHROUGH: LEGACY VENTURE IX LLC	P	2024-12-31
d	PASSTHROUGH: ANIKETOS	D	2024-12-31
e	PASSTHROUGH: ANIKETOS	D	2024-12-31
	PASSTHROUGH: LEGACY VENTURE IX LLC	P	2024-12-31
	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price	(f) Depreciation allowed (or allowable)	(h) Gain or (loss) (e) plus (f) minus (g)
a	4,199,386	3,641,885	557,501
b	95		95
c		89	-89
d	39		39
e	568,219		568,219
	6,509		6,509
	23,943		23,943

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	1,156,217
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................	3

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	37,786
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	37,786
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	37,786
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	34,213
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	28,000
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............	7	62,213
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content	8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......	9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...	10	24,427
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax24,427	Refunded	11	0

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
MARTIN S BROWN JR	PRESIDENT/DIRECTOR 1.00	0	0	0
PO BOX 150347 NASHVILLE,TN372150347
SUSANNAH SCOTT-BARNES	TREASURER/DIRECTOR 1.00	0	0	0
PO BOX 150347 NASHVILLE,TN372150347
ELIZABETH BROWN	DIRECTOR 1.00	0	0	0
PO BOX 150347 NASHVILLE,TN372150347
MARGARET BROWN DE CLERCQ	DIRECTOR 1.00	0	0	0
PO BOX 150347 NASHVILLE,TN372150347

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ALIVE HOSPICE 1718 PATTERSON STREET NASHVILLE,TN37203		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	11,000
ALZAR SCHOOL PO BOX 1609 CASCADE,ID83611		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	50,000
AMERICAN FARMLAND TRUST 1150 CONNECTICUT AVE NW SUITE 600 WASHINGTON,DC20036		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	10,000
ANDREW JACKSON FOUNDATION 4580 RACHELS LANE NASHVILLE,TN37076		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	16,000
APPALACHIAN TRAIL CONSERVANCY PO BOX 807 HARPERS FERRY,WV254259988		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	10,000
BAY AREA LYME FOUNDATION 884 PORTOLA ROAD SUITE A7 PORTOLA VALLEY,CA94028		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	39,500
BLAIR SCHOOL OF MUSIC 2400 BLAKEMORE AVENUE NASHVILLE,TN372123499		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	5,000
BROWN UNIVERSITY PO BOX 1893 PROVIDENCE,RI02912		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	35,000
CALIFORNIA ACADEMY OF SCIENCES 55 MUSIC CONCOURSE DRIVE SAN FRANCISCO,CA94118		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	10,000
CENTENNIAL PARK CONSERVANCY PO BOX 128139 NASHVILLE,TN37212		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	2,000
CENTERSTONE NASHVILLE PO BOX 530281 ATLANTA,GA30353		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	1,000
CHALLENGE SUCCESS PO BOX 20053 STANFORD,CA94309		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	7,500
CHEEKWOOD 1200 FORREST PARK DRIVE NASHVILLE,TN37205		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	30,000
CHRIST CHURCH CATHEDRAL 900 BROADWAY NASHVILLE,TN37203		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	34,000
COMMON SENSE MEDIA 699 8TH ST SUITE C150 SAN FRANCISCO,CA94103		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	5,000
COMMUNITY FOUNDATION OF MIDDLE TN 3421 BELMONT BLVD NASHVILLE,TN372152519		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	10,000
CONEXION AMERICAS 2195 NOLENSVILLE PIKE NASHVILLE,TN37211		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	1,000
CONSERVATION FLORIDA 37 N ORANGE AVENUE SUITE 323 ORLANDO,FL32801		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	2,000
CONVERGENCE CENTER FOR POLICY RESOLUTION 1775 EYE STREET NEW SUITE 1150-287 WASHINGTON,DC20006		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	10,000
CROSSROADS CAMPUS 707 MONROE STREET NASHVILLE,TN37208		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	2,000
CUMBERLAND REGION TOMORROW 2817 WEST END AVE SUITE 126-305 NASHVILLE,TN37203		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	3,000
CUMBERLAND RIVER COMPACT 35 PEABODY STREET 305 NASHVILLE,TN37210		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	1,000
DEFENDERS OF WILDLIFE 1130 17TH ST NW WASHINGTON,DC20036		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	75,000
DUKE HEALTH DEVELOPMENT & ALUMNI AFFAIRS 300 W MORGAN STREET SUITE 1000 DURHAM,NC27701		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	150,000
ENSWORTH SCHOOL 211 ENSWORTH AVENUE NASHVILLE,TN37205		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	1,000
FIFTY VANDERBILT FOUNDATION INC 50 VANDERBILT AVE NEW YORK,NY10017		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	1,000
FISK UNIVERSITY 1000 17TH AVENUE N NASHVILLE,TN37208		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	5,000
FOOD CORPS 1140 SE 7TH AVE SUITE 110 PORTLAND,OR97214		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	40,000
FOXCROFT SCHOOL 22407 FOXHOUND LANE MIDDLEBURG,VA20117		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	25,000
FRIENDS OF THE RIVER FOUNDATION 3336 BRADSHAW ROAD 335 SACRAMENTO,CA95827		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	90,000
FRIENDS OF THE URBAN FOREST 1007 GENERAL KENNEDY AVE SUITE 1 SAN FRANCISCO,CA941291405		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	18,000
FRIENDS OF WARNER PARKS 50 VAUGHN ROAD NASHVILLE,TN37221		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	20,000
FRIST ART MUSEUM 919 BROADWAY NASHVILLE,TN37203		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	5,000
GARDENS OF GOLDEN STATE PARK 320 JUDAH ST STE 2 SAN FRANCISCO,CA94122		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	25,000
GOODWILL INDUSTRIES OF MIDDLE TN INC 937 HERMAN STREET NASHVILLE,TN37208		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	1,000
GRACE CATHEDRAL 1100 CALIFORNIA STREET SAN FRANCISCO,CA94108		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	150,000
GREENBELT ALLIANCE 827 BROADWAY STE 310 OAKLAND,CA94607		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	10,000
GREENWAYS FOR NASHVILLE PO BOX 196340 NASHVILLE,TN372196340		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	5,000
HABITAT FOR HUMANITY OF GREATER NASHVILLE 414 HARDING PLACE SUITE 100 NASHVILLE,TN37211		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	1,000
HARPETH CONSERVANCY 215 JAMESTOWN PARK ROAD SUITE 101 BRENTWOOD,TN37027		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	55,000
HARPETH HALL SCHOOL 3801 HOBBS ROAD NASHVILLE,TN37215		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	25,000
HART COUNTY HISTORICAL SOCIETY PO BOX 606 MUNFORDVILLE,KY42765		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	1,000
HISTORIC NASHVILLE PO BOX 190516 NASHVILLE,TN37219		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	1,000
HORIZONS AT UNIVERSITY SCHOOL OF NASHVILLE 2000 EDGEHILL AVENUE NASHVILLE,TN37212		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	9,000
HUMANITIES TENNESSEE 807 MAIN STREET SUITE B NASHVILLE,TN37206		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	1,000
ILLUMINATE 228 LAIDLEY STREET SAN FRANCISCO,CA94131		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	50,000
KENTUCKY HISTORICAL SOCIETY FOUNDATION 100 W BROADWAY FRANKFORT,KY40601		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	1,000
KHAN ACADEMY PO BOX 1630 MOUNTAIN VIEW,CA940421630		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	25,000
LARKSPUR CONSERVATION PO BOX 120279 NASHVILLE,TN37212		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	2,000
LINDEN WALDORF SCHOOL 3201 HILLSBORO PIKE NASHVILLE,TN37215		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	15,000
LYMELIGHT FOUNDATION INC 1229 BURLINGAME AVE SUITE 205 BURLINGAME,CA94010		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	50,000
METRO NASHVILLE PARKS FOUNDATION PO BOX 196340 NASHVILLE,TN372196340		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	2,000
MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH PO BOX 5014 HAGERSTOWN,MD21741		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	2,000
MONROE CARELL JR CHILDRENS HOSPITAL AT VANDERBILT 2200 CHILDRENS WAY NASHVILLE,TN37232		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	1,000
MONTGOMERY BELL ACADEMY 4001 HARDING ROAD NASHVILLE,TN37205		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	25,000
MUHAMMAD ALI CENTER 144 N SIXTH STREET LOUISVILLE,KY40202		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	1,000
NASHVILLE BANNER PO BOX 41972 NASHVILLE,TN37204		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	15,000
NASHVILLE CIVIC DESIGN CENTER 138 SECOND AVENUE NORTH SUITE 106 NASHVILLE,TN37201		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	300,000
NASHVILLE PUBLIC EDUCATION FOUNDATION 1207 18TH AVE SOUTH SUITE 202 NASHVILLE,TN37212		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	10,000
NASHVILLE PUBLIC LIBRARY FOUNDATION 615 CHURCH STREET NASHVILLE,TN37219		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	10,000
NASHVILLE PUBLIC RADIO 630 MAINSTREAM DRIVE NASHVILLE,TN372281204		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	27,000
NASHVILLE PUBLIC TELEVISION 161 RAINS AVE NASHVILLE,TN37203		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	10,000
NASHVILLE SHAKESPEARE FESTIVAL 161 RAINS AVE NASHVILLE,TN37203		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	1,000
NASHVILLE SYMPHONY ASSOCIATION ONE SYMPHONY PLACE NASHVILLE,TN372012031		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	5,000
NASHVILLE TREE FOUNDATION PO BOX 58962 NASHVILLE,TN37205		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	20,000
NASHVILLE ZOO INC 3777 NOLENSVILLE PIKE NASHVILLE,TN37211		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	1,000
NATURAL RESOURCES DEFENSE COUNCIL 40 WEST 20TH STREET 11TH FLOOR NEW YORK,NY10011		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	5,000
ONE KID ONE WORLD 10525 OAKLAWN ROAD LOS ANGELES,CA90064		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	25,000
OPEN TABLE OF NASHVILLE INC PO BOX 110266 NASHVILLE,TN37222		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	25,000
OPERATION STAND DOWN TENNESSEE 1125 12TH AVE SOUTH NASHVILLE,TN37203		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	20,000
PLANNED PARENTHOOD OF TENNESSEE AND NORTH MISSISSIPPI 2430 POPLAR AVENUE MEMPHIS,TN38112		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	1,000
POINT REYES NATIONAL SEASHORE ASSOCIATION 1 BEAR VALLEY ROAD BLDG 70 POINT REYES STATION,CA94956		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	15,000
REFED INC 4602 21ST STREET 1531 LONG ISLAND CITY,NY11101		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	25,000
ROCHELLE CENTER 1020 SOUTHSIDE COURT NASHVILLE,TN37203		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	2,000
SAN FRANCISCO BALLET ASSOCIATION 455 FRANKLIN STREET SAN FRANCISCO,CA94102		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	30,000
SECOND HARVEST FOOD BANK OF MIDDLE TN 331 GREAT CIRCLE ROAD NASHVILLE,TN37228		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	1,000
SEXUAL ASSAULT CENTER 101 FRENCH LANDING DRIVE NASHVILLE,TN37228		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	1,000
SHAKER VILLAGE OF PLEASANT HILL 3501 LEXINGTON ROAD HARRODSBURG,KY40330		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	1,000
SILOAM HEALTH 820 GALE LANE NASHVILLE,TN37204		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	1,000
SOUTH UNION SHAKER VILLAGE 896 SHAKER MUSEUM ROAD AUBURN,KY42206		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	2,000
SOUTHERN ENVIRONMENTAL LAW CENTER 120 GARRETT STREET SUITE 400 CHARLOTTESVILLE,VA229025613		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	210,000
ST AUGUSTINE'S CHAPEL PO BOX 6330-B NASHVILLE,TN37235		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	25,000
STROUD WATER RESEARCH CENTER 970 SPENCER ROAD AVONDALE,PA193119514		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	5,000
TEACH FOR AMERICA PO BOX 748607 ATLANTA,GA303748607		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	6,000
TEN STRANDS PO BOX 150869 SAN RAFAEL,CA94915		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	35,000
TENNGREEN LAND CONSERVANCY 1213A 16TH AVE SOUTH NASHVILLE,TN37212		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	1,000
THE BATTLE OF FRANKLIN TRUST 1345 EASTERN FLANK CIRCLE FRANKLIN,TN37064		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	1,000
THE BERRY CENTER PO BOX 582 NEW CASTLE,KY40050		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	25,000
THE FAMILY CENTER INC 139 THOMPSON LANE NASHVILLE,TN37211		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	1,000
THE FILSON HISTORICAL SOCIETY 1310 SOUTH 3RD STREET LOUISVILLE,KY40208		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	1,000
THE LAND TRUST FOR TENNESSEE PO BOX 41027 NASHVILLE,TN37204		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	60,000
THE NATURE CONSERVANCY (TN CHAPTER) 2 MARYLAND FARMS SUITE 150 BRENTWOOD,TN37027		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	24,000
THE PASTORAL CENTER FOR HEALING 1030 WILSON PIKE BRENTWOOD,TN37027		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	25,000
THE PHILANTHROPY WORKSHOP 110 EAST 25TH STREET NEW YORK,NY10010		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	15,000
THE THACHER SCHOOL 5025 THACHER ROAD OJAI,CA93023		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	600,000
THE VILLAGE AT GLENCLIFF 2901 GLENCLIFF ROAD NASHVILLE,TN37211		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	50,000
THINKTENNESSEE 414 UNION STREET SUITE 1900 NASHVILLE,TN37219		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	25,000
THISTLE FARMS INC 5122 CHARLOTTE PIKE NASHVILLE,TN37209		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	20,000
TIME TO RISE INC 3737 WEST END AVENUE 201 NASHVILLE,TN37205		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	1,000
UNITED WAY OF GREATER NASHVILLE 250 VENTURE CIRCLE NASHVILLE,TN37228		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	25,000
UNIVERSITY OF TN HEALTH SCIENCE CENTER 62 SOUTH DUNLAP SUITE 420 MEMPHIS,TN38163		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	175,000
UNIVERSITY OF VIRGINIA PO BOX 400807 CHARLOTTESVILLE,VA229044807		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	10,000
URBAN HOUSING SOLUTIONS 822 WOODLAND STREET NASHVILLE,TN37206		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	1,000
VANDERBILT KENNEDY CENTER PMB 40 230 APPLETON PLACE NASHVILLE,TN372035721		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	1,000
VANDERBILT LAW SCHOOL 131 21ST AVE SOUTH NASHVILLE,TN372031181		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	20,000
VANDERBILT UNIVERSITY MEDICAL CENTER PO BOX 290369 NASHVILLE,TN377290369		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	5,000
VANDERBILT UNIVERSITY 401 21ST AVE SOUTH NASHVILLE,TN37203		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	25,000
WINNIPEG FOUNDATION USA 1350 - ONE LOMBARD PLACE WINNIPEG,MANITOBAR3B OX3 CA		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	30,000
WOODWELL CLIMATE RESEARCH CENTER 149 WOODS HOLE ROAD FALMOUTH,MA025401644		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	20,000
YALE SCHOOL OF MEDICINE PO BOX 2038 NEW HAVEN,CT065212038		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	2,000
YALE UNIVERSITY 157 CHURCH STREET NEW HAVEN,CT065102100		PUBLIC	TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY	20,000
Total ................................. 3a				3,200,000

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	37,069		37,069
4	Dividends and interest from securities...	1,807,120		1,807,119
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		1,156,217
b	Gross sales price for all assets on line 6a 4,798,191
7	Capital gain net income (from Part IV, line 2)...			1,156,217
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).......	List of Attached Documents: // Content	2,317	2,317
12	Total. Add lines 1 through 11........	3,002,723		3,002,722
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	30,000	15,000	15,000
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	35,018	35,018	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	38,080	432	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	233,903	233,837	1
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	337,001		284,287	15,001
25	Contributions, gifts, grants paid.......	3,200,000			3,200,000
26	Total expenses and disbursements. Add lines 24 and 25	3,537,001		284,287	3,215,001
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-534,278
b	Net investment income (if negative, enter -0-)			2,718,435
c	Adjusted net income (if negative, enter -0-)...

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	238,736	220,688	220,688
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	13,204,350	List of Attached Documents: // Content 11,063,947	31,551,050
	c	Investments—corporate bonds (attach schedule).......	237,182	0	0
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	11,864,158	List of Attached Documents: // Content 12,538,513	22,455,520
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 90,343	List of Attached Documents: // Content 1,277,343	List of Attached Documents: // Content 1,277,343
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	25,634,769	25,100,491	55,504,601
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	25,634,769	25,100,491
	29	Total net assets or fund balances (see instructions).....	25,634,769	25,100,491
	30	Total liabilities and net assets/fund balances (see instructions).	25,634,769	25,100,491

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

		(a) Corpus	(b) Years prior to 2023	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7					3,219,180
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				0
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......	152,704
d From 2022......	183,809
e From 2023......	38,933
f Total of lines 3a through e ........		375,446
4Qualifying distributions for 2024 from Part
XI, line 4: $ 3,215,001
a Applied to 2023, 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 2024 distributable amount.....					3,215,001
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2024.		4,179			4,179
(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		371,267
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 ..........					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 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 ......		371,267
10 Analysis of line 9:
a Excess from 2020....
b Excess from 2021....	148,525
c Excess from 2022....	183,809
d Excess from 2023....	38,933
e Excess from 2024....

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	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

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			557,501
b			95
c			-89
d			39
e			568,219
			6,509
			23,943


(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...................				0

bApproved for future payment

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

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	37,069
4 Dividends and interest from securities ....			14	1,807,120
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....			14	2,317
8 Gain or (loss) from sales of assets other than inventory ............			18	1,156,217
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		3,002,723	0

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

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
MUTUAL FUNDS	AT COST	724,040	983,169
ALTERNATIVE INVESTMENTS	AT COST	190,000	234,722
LEGACY VENTURE IX, LLC	AT COST	834,372	834,372
ANIKETOS FINANCING LLC	AT COST	10,790,101	20,403,257

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
LONG-TERM LOAN RECEIVABLE	90,343	0	0
NOTE RECEIVABLE - MSB 2018 CLAT	0	910,000	910,000
NOTE RECEIVABLE - MSB 2018 CLUT	0	367,343	367,343

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
PASSTHROUGH: LEGACY VENTURE IX, LLC	30,139	30,139	0
PASSTHROUGH: ANIKETOS	197,518	197,518	0
PASSTHROUGH: ANIKETOS - CONTRIBUTIONS	1	0	1
PASSTHROUGH: NON DEDUCTIBLE EXPENSES	37	0	0
ADMINISTRATIVE EXPENSES	6,180	6,180	0
MISCELLANOUS EXPENSES	28	0	0

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
PASSTHROUGH: LEGACY VENTURE IX, LLC	1,525	1,525	1,525
PASSTHROUGH: ANIKETOS FINANCING LLC	792	792	792

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT CUSTODY FEES	20,538	20,538		0
TAX PREP - ANIKETOS	14,480	14,480		0

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

Line No.	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.)

Software ID:
Software Version:

Category	Amount	Net Investment Income
FOREIGN TAXES PAID	252	252
TN SECRETARY OF STATE FEE	46	0
FEDERAL TAX	6,082	0
FEDERAL ESTIMATED PAYMENTS	31,520	0
PASSTHROUGH: ANIKETOS - REAL ESTATE TAX	180	180