TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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 ROROS FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)515 CHURCH STREET SUITE 3703
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
NASHVILLE, TN37219

A Employer identification number

62-1677764

B Telephone number (see instructions)

(615) 337-8916

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$10,158,218J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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
4	Dividends and interest from securities...	300,467		300,467
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		663,001
b	Gross sales price for all assets on line 6a 3,611,255
7	Capital gain net income (from Part IV, line 2)...			663,001
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	1,621	1,621
12	Total. Add lines 1 through 11........	965,089		965,089
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	2,080		1,040
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	59,706	43,025	16,681
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	5,991	947
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	165	165
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	67,942		44,137	17,721
25	Contributions, gifts, grants paid.......	418,750			418,750
26	Total expenses and disbursements. Add lines 24 and 25	486,692		44,137	436,471
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	478,397
b	Net investment income (if negative, enter -0-)			920,952
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	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.............
	2	Savings and temporary cash investments.........	1,207,947	2,255,550	2,255,550
	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).......	7,429,814	List of Attached Documents: // Content 6,880,988	7,892,195
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 30,853	List of Attached Documents: // Content 10,473	List of Attached Documents: // Content 10,473
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	8,668,614	9,147,011	10,158,218
	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
		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........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	8,668,614	9,147,011
	29	Total net assets or fund balances (see instructions).....	8,668,614	9,147,011
	30	Total liabilities and net assets/fund balances (see instructions).	8,668,614	9,147,011

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

8,668,614

Enter amount from Part I, line 27a .....................

478,397

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

9,147,011

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

9,147,011

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	13 SHS ACCENTURE	P	2023-09-26	2024-05-03
b	75 SHS ROCKWELL	P	2024-02-22	2024-10-03
c	241 SHS ALPHABET	P	2022-10-26	2024-03-19
d	85 SHS ANALOG DEVICES	P	2018-03-26	2024-05-15
e	10 SHS EPAM SYSTEMS	P	2022-08-23	2024-12-12
	96 SHS GE AEROSPACE	P	2022-07-25	2024-02-07
	207 SHS LABCORP	P	2022-11-03	2024-12-26
	2 SHS MERCADOLIBRE	P	2023-09-14	2024-09-30
	112 S&P GLOBAL	P	2022-02-09	2024-01-23
	6 SHS SKYWORKS SOL	P	2022-11-10	2024-01-11
	352 SHS ADVANTEST	P	2023-07-21	2024-04-22
	60 SHS ROCKWELL	P	2024-03-20	2024-10-03
	130 SHS ALPHABET	P	2023-10-27	2024-12-26
	197 SHS ANALOG DEVICES	P	2018-04-20	2024-05-15
	50,000 EQUINIX NOTE	P	2022-10-13	2024-11-18
	205 SHS GE AEROSPACE	P	2022-07-25	2024-01-11
	84 SHS LABCORP	P	2022-11-17	2024-12-26
	46 SHS MICROSOFT	P	2012-11-14	2024-06-25
	59 SHS S& P GLOBAL	P	2022-02-09	2024-08-16
	50,000 NOTE STRYKER	P	2022-11-07	2024-05-15
	149 SHS CVS	P	2024-01-09	2024-12-16
	225 SHS ROCKWELL	P	2024-05-15	2024-10-03
	212 SHS ALPHABET	P	2022-11-10	2024-01-11
	13 SHS AON	P	2020-07-31	2024-05-31
	79 SHS EVOLUTION AB	P	2021-05-10	2024-06-28
	278 SHS GE AEROSPACE	P	2022-07-25	2024-02-09
	31 SHS LABCORP	P	2023-01-24	2024-12-26
	135 SHS MICROSOFT	P	2023-01-10	2024-01-11
	25 SHS S& P GLOBAL	P	2022-02-28	2024-08-16
	86 SHS THOMASON REUTERS	P	2022-12-28	2024-07-17
	3688 SHS FLEXSHARES	P	2023-05-24	2024-03-22
	981 SHS VERRA MOBILITY	P	2024-03-12	2024-11-01
	91 SHS ALPHABET	P	2023-01-10	2024-01-11
	9 SHS AON	P	2020-07-31	2024-10-08
	52 SHS EVOLUTION AB	P	2022-01-14	2024-06-28
	35 SHS ICICI BANK	P	2022-12-07	2024-03-04
	57 SHS LABCORP	P	2023-02-22	2024-12-26
	25 SHS MICROSOFT	P	2023-01-10	2024-06-25
	67 SHS S& P GLOBAL	P	2022-03-01	2024-08-16
	50,000 NOTE TRANE TECH	P	2022-09-14	2024-11-01
	59 SHS LABCORP	P	2024-05-15	2024-12-26
	2722 SHS VERRA MOBILITY	P	2024-05-15	2024-11-01
	67 SHS ALPHABET	P	2023-01-10	2024-06-27
	18 SHS BROADCOM	P	2022-11-10	2024-01-09
	12 SHS EXPERIAN	P	2017-01-19	2024-12-27
	94 SHS ICICI BANK	P	2022-12-07	2024-10-11
	74 SHS LABCORP	P	2023-03-15	2024-12-26
	50,000 NOTE NBD BANCORP	P	2018-11-23	2024-11-01
	41 SHS S&P GLOBAL	P	2022-05-13	2024-08-16
	28 SHS TRANSDIGM GRP	P	2022-11-10	2024-01-11
	92 SHS LIVE NATION	P	2024-02-29	2024-11-12
	1 SH ACCENTURE	P	2020-03-17	2024-03-04
	8 SHS AON	P	2020-07-31	2024-12-04
	62 SHS CANADIAN PACIFIC	P	2016-02-17	2024-05-31
	142 SHS EXPERIAN	P	2020-03-17	2024-12-27
	50,000 NOTE JPMORGAN	P	2022-08-25	2024-08-29
	49 SHS LABCORP	P	2023-05-09	2024-12-26
	49 SHS NESTLE	P	2015-08-26	2024-02-14
	56 SHS S&P GLOBAL	P	2023-07-27	2024-08-16
	100,000 NOTE TYSON FOODS	P	2022-11-29	2024-08-15
	79 SHS LIVE NATION	P	2024-03-27	2024-11-12
	12 SHS ACCENTURE	P	2020-03-17	2024-04-08
	14 SHS ASM INTL	P	2022-04-21	2024-11-07
	12 SHS CANADIAN PACIFIC	P	2016-02-17	2024-10-04
	2 SHS FERGUSON	P	2022-03-15	2024-03-04
	50,000 NOTE JPMORGAN	P	2022-08-25	2024-08-29
	105 SHS LABCORP	P	2023-07-27	2024-12-26
	71 SHS NESTLE	P	2020-03-17	2024-02-14
	46 SHS SALESFORCE	P	2022-09-29	2024-11-08
	84 SHS VISA	P	2015-12-29	2024-01-11
	82 SHS LIVE NATION	P	2024-04-18	2024-11-12
	24 SHS ACCENTURE	P	2020-03-17	2024-05-03
	8 SHS ASM HOLDING	P	2020-03-17	2024-04-08
	62 SHS CANADIAN PACIFIC	P	2020-03-17	2024-10-04
	27 SHS FERGUSON	P	2022-03-15	2024-09-27
	701 SHS KKR	P	2022-11-10	2024-01-11
	35 SHS LABCORP	P	2023-10-04	2024-12-26
	10 SHS NOVO NORDISK	P	2022-01-07	2024-03-04
	167 SHS SALESFORCE	P	2022-11-10	2024-01-11
	30 SHS VISA	P	2015-12-29	2024-02-28
	246 SHS LIVE NATION	P	2024-04-18	2024-11-26
	326 SHS ADYEN	P	2020-10-08	2024-03-31
	708 SHS ATLAS COPCO	P	2020-03-17	2024-04-19
	552 SHS CARLYLE GRP	P	2022-11-10	2024-01-11
	1 SHS FERRARI NV	P	2020-03-26	2024-03-04
	71 SHS KKR	P	2022-11-10	2024-06-27
	872 SHS LKQ	P	2022-05-27	2024-04-23
	403 SHS OTIS WORLDWIDE	P	2022-05-27	2024-12-26
	121 SHS SALESFORCE	P	2022-11-10	2024-02-29
	2 SHS VISA	P	2022-11-10	2024-01-11
	74 SHS LIVE NATION	P	2024-04-18	2024-12-03
	186 SHS ADYEN	P	2020-10-08	2024-10-15
	29 SHS ATLASSIAN	P	2021-09-21	2024-08-14
	194 SHS CBRE GRP	P	2022-11-10	2024-01-11
	8 SHS FERRARI NV	P	2020-03-26	2024-06-07
	365 SHS KKR	P	2022-11-10	2024-08-29
	272 SHS LKQ	P	2022-11-01	2024-04-23
	303 SHS OTIS WORLDWIDE	P	2022-08-23	2024-12-26
	70 SHS SALESFORCE	P	2022-11-10	2024-11-08
	14 SHS WASTE CONNECTIONS	P	2022-10-07	2024-09-30
	3 SHS MERCADOLIBRE	P	2023-09-14	2024-02-12
	71 SHS ADYEN	P	2022-07-08	2024-10-15
	12 SHS ATLASSIAN	P	2022-08-12	2024-08-14
	348 SHS CROWN CASTLE	P	2023-10-04	2024-12-26
	12 SHS FERRARI NV	P	2020-03-26	2024-10-10
	88 SJS KKR	P	2022-11-10	2024-08-29
	91 SHS LVMH	P	2020-03-17	2024-08-01
	100,000 NOTE PERKINELMER	P	2022-12-30	2024-09-15
	4 SHS SALESFORCE	P	2023-01-11	2024-11-08
	16 SHS WASTE CONNECTIONS	P	2022-10-07	2024-12-17
	2 SHS MERCADOLIBRE	P	2023-09-14	2024-06-07
	389 SHS ALPHABET	P	2015-07-14	2024-12-26
	72 SHS BAE SYSTEMS	P	2023-05-03	2024-07-30
	233 SHS CROWN CASTLE	P	2023-11-14	2024-12-26
	174 SHS FIDELITY NTL INFO	P	2023-11-17	2024-12-26
	172 SHS KKR	P	2022-11-10	2024-11-26
	435 SHS MARATHON PETRO	P	2022-11-10	2024-01-09
	168 SHS PHILLIPS 66	P	2022-11-10	2024-01-09
	266 SHS SKYWORKS SOL	P	2018-09-18	2024-03-06
	220 SHS NU HLDGS	P	2024-03-04	2024-10-10
	65 SHS ALPHABET	P	2017-09-13	2024-03-19
	160 SHS AMAZON	P	2021-02-03	2024-01-11
	227 SHS CVS	P	2023-09-19	2024-12-16
	239 SHS FIDELITY NTL INFO	P	2023-12-07	2024-12-26
	127 SHS KKR	P	2023-01-11	2024-11-26
	54 SHS MASTERCARD	P	2022-11-10	2024-01-11
	97 SHS PIONEEER RES	P	2022-11-10	2024-01-09
	134 SHS SKYWORKS SOL	P	2018-11-09	2024-03-06
	1 SH MERCADOLIBRE	P	2023-11-02	2024-09-30
	75 SHS ALPHABET	P	2017-09-13	2024-12-26
	173 SHS AMAZON	P	2021-09-29	2024-01-11
	100,000 NOTE DELTA AIR LINES	P	2022-12-06	2024-04-25
	5675 SHS FLEXSHARES GLOBAL	P	2022-02-11	2024-03-22
	65 SHS KKR	P	2023-01-11	2024-11-27
	23 SHS MASTERCARD	P	2022-11-10	2024-02-28
	22874.831 POLEN US SMID	P	2022-11-08	2024-01-11
	77 SHS SKYWORKS SOL	P	2022-05-06	2024-03-06
	140 SHS ROCKWELL	P	2024-02-08	2024-10-03
	34 SHS ALPHABET	P	2018-05-18	2024-01-09
	45 SHS AMAZON	P	2021-11-08	2024-01-11
	21 SHS EPAM SYSTEMS	P	2021-06-07	2024-12-12
	1155 SHS FRANKLIN RES	P	2022-11-10	2024-10-10
	144 SHS L'OREAL	P	2023-11-20	2024-12-12
	100,000 NOTE MCKESSON CORP	P	2023-02-27	2024-09-16
	227 SHS PUBLIC STORAGE	P	2023-08-24	2024-12-26
	94 SHS SKYWORKS SOL	P	2022-10-20	2024-03-06

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	3,950	4,047	-97
b	19,770	20,920	-1,150
c	35,398	23,291	12,107
d	18,159	7,787	10,372
e	2,495	4,346	-1,851
	13,254	5,075	8,179
	47,722	39,687	8,035
	4,083	2,766	1,317
	49,914	45,674	4,240
	618	557	61
	11,950	12,581	-631
	15,816	17,062	-1,246
	25,471	15,824	9,647
	42,087	17,568	24,519
	50,000	50,000
	26,522	10,837	15,685
	19,365	16,753	2,612
	20,680	1,245	19,435
	28,938	24,060	4,878
	50,000	50,000
	7,001	12,005	-5,004
	59,309	61,843	-2,534
	30,479	19,996	10,483
	3,630	2,672	958
	8,221	14,840	-6,619
	38,510	14,696	23,814
	7,147	6,781	366
	51,994	30,824	21,170
	12,262	9,570	2,692
	14,086	9,712	4,374
	148,928	147,280	1,648
	22,950	22,538	412
	13,083	8,105	4,978
	3,179	1,850	1,329
	5,412	7,436	-2,024
	921	795	126
	13,141	11,804	1,337
	11,239	5,708	5,531
	32,862	26,041	6,821
	50,000	50,000
	13,602	12,538	1,064
	63,681	75,225	-11,544
	12,490	5,967	6,523
	19,476	9,063	10,413
	519	229	290
	2,699	2,135	564
	17,060	13,872	3,188
	50,000	50,000
	20,110	13,854	6,256
	28,572	18,060	10,512
	11,873	8,863	3,010
	383	154	229
	3,064	1,644	1,420
	4,852	1,597	3,255
	6,144	3,577	2,567
	50,000	50,000
	11,296	9,335	1,961
	5,363	3,590	1,773
	27,467	22,085	5,382
	100,000	100,000
	10,195	8,360	1,835
	3,995	1,851	2,144
	7,699	4,836	2,863
	982	309	673
	433	292	141
	50,000	50,000
	24,207	22,835	1,372
	7,772	6,939	833
	14,478	6,743	7,735
	22,205	6,650	15,555
	10,582	7,467	3,115
	7,293	3,703	3,590
	7,867	1,887	5,980
	5,076	2,474	2,602
	5,438	3,942	1,496
	57,320	39,418	17,902
	8,069	6,996	1,073
	1,280	506	774
	45,396	25,903	19,493
	8,544	2,375	6,169
	34,279	22,402	11,877
	5,271	6,516	-1,245
	11,491	5,315	6,176
	21,560	16,152	5,408
	414	155	259
	7,517	3,992	3,525
	36,484	45,493	-9,009
	37,926	30,729	7,197
	36,696	18,768	17,928
	529	411	118
	10,099	6,739	3,360
	2,751	3,718	-967
	4,163	11,874	-7,711
	16,489	14,938	1,551
	3,307	1,244	2,063
	44,736	20,524	24,212
	11,380	14,542	-3,162
	28,515	23,358	5,157
	22,032	10,858	11,174
	2,488	1,828	660
	5,196	4,150	1,046
	1,050	1,067	-17
	1,723	3,399	-1,676
	31,674	30,916	758
	5,434	1,867	3,567
	11,648	4,948	6,700
	12,510	6,262	6,248
	100,000	100,000
	1,259	576	683
	2,826	2,090	736
	3,198	2,766	432
	76,218	11,348	64,870
	4,741	3,772	969
	21,207	23,593	-2,386
	14,322	9,505	4,817
	27,534	9,672	17,862
	67,065	51,476	15,589
	22,322	17,781	4,541
	27,789	23,160	4,629
	2,948	2,463	485
	9,547	3,083	6,464
	24,848	27,121	-2,273
	10,665	16,347	-5,682
	19,672	14,056	5,616
	20,330	6,636	13,694
	23,101	18,156	4,945
	21,679	23,909	-2,230
	13,999	10,285	3,714
	2,041	1,320	721
	14,695	3,557	11,138
	26,867	28,720	-1,853
	100,000	100,000
	229,167	249,515	-20,348
	10,465	3,396	7,069
	10,964	7,733	3,231
	176,594	144,798	31,796
	8,044	8,269	-225
	36,903	38,353	-1,450
	4,994	1,821	3,173
	6,989	7,883	-894
	5,240	10,235	-4,995
	23,128	29,377	-6,249
	10,322	13,371	-3,049
	100,000	99,849	151
	68,359	62,404	5,955
	9,820	7,843	1,977

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			-97
b			-1,150
c			12,107
d			10,372
e			-1,851
			8,179
			8,035
			1,317
			4,240
			61
			-631
			-1,246
			9,647
			24,519

			15,685
			2,612
			19,435
			4,878

			-5,004
			-2,534
			10,483
			958
			-6,619
			23,814
			366
			21,170
			2,692
			4,374
			1,648
			412
			4,978
			1,329
			-2,024
			126
			1,337
			5,531
			6,821

			1,064
			-11,544
			6,523
			10,413
			290
			564
			3,188

			6,256
			10,512
			3,010
			229
			1,420
			3,255
			2,567

			1,961
			1,773
			5,382

			1,835
			2,144
			2,863
			673
			141

			1,372
			833
			7,735
			15,555
			3,115
			3,590
			5,980
			2,602
			1,496
			17,902
			1,073
			774
			19,493
			6,169
			11,877
			-1,245
			6,176
			5,408
			259
			3,525
			-9,009
			7,197
			17,928
			118
			3,360
			-967
			-7,711
			1,551
			2,063
			24,212
			-3,162
			5,157
			11,174
			660
			1,046
			-17
			-1,676
			758
			3,567
			6,700
			6,248

			683
			736
			432
			64,870
			969
			-2,386
			4,817
			17,862
			15,589
			4,541
			4,629
			485
			6,464
			-2,273
			-5,682
			5,616
			13,694
			4,945
			-2,230
			3,714
			721
			11,138
			-1,853

			-20,348
			7,069
			3,231
			31,796
			-225
			-1,450
			3,173
			-894
			-4,995
			-6,249
			-3,049
			151
			5,955
			1,977

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	663,001
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	5,349

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	12,801
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2
3	Add lines 1 and 2...........................	3	12,801
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	12,801
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	10,945
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	10,945
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	1,856
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax	Refunded	11

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

MARC K STENGEL Telephone no. right arrow

(615) 337-8916

Located at right arrow

515 CHURCH STREET SUITE 3703NASHVILLETN ZIP+4 right arrow

372192012

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
MARC K STENGEL	PRESIDENT 1.00	0	0	0
515 CHURCH STREET SUITE 3703 NASHVILLE,TN372192012	PRESIDENT 1.00	0	0	0
ERIC L STENGEL	V-P/SEC 1.00	0	0	0
1772 HILLMONT DRIVE NASHVILLE,TN37215	V-P/SEC 1.00	0	0	0
CHRISTIAN S STENGEL	VICE PRESIDE 1.00	0	0	0
5017 RATHWOOD CIR SW POWDER SPRINGS,GA30127	VICE PRESIDE 1.00	0	0	0

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...................

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
NONE

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1	N/A
2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

8,121,528

Average of monthly cash balances.......................

2,047,541

Fair market value of all other assets (see instructions)................

1,722

Total (add lines 1a, b, and c).........................

10,170,791

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

10,170,791

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

152,562

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

10,018,229

Minimum investment return. Enter 5% (0.05) of line 5................

500,911

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.)

Minimum investment return from Part IX, line 6..................

500,911

Tax on investment income for 2024 from Part V, line 5 .......

12,801

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

12,801

Distributable amount before adjustments. Subtract line 2c from line 1............

488,110

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

488,110

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

488,110

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

436,471

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

436,471

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7		488,110
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......	270,351
b Total for prior years:20 , 20, 20
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 ........
4Qualifying distributions for 2024 from Part
XI, line 4: $ 436,471
a Applied to 2023, but not more than line 2a	270,351
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2024 distributable amount.....		166,120
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2024.
(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
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........		321,990
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......
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)

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 4942(j)(3) or4942(j)(5)

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

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 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 (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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ACHILLES INTERNATIONAL 42 WEST 38TH STREET SUIT NEW YORK,NY10018	NONE	501C3	SUPPORT OF ORGANIZATION'S GREATEST N	10,000
ADVENTURE SCIENCE MUSEUM 800 FORT NEGLEY BLVD NASHVILLE,TN37203	NONE	501C3	ANNUAL FUND AND THE MARS ROVER EXHIB	35,000
CASA INC 601 WOODLAND STREET NASHVILLE,TN37206	NONE	501C3	SUPPORT OF ORGANIZATION'S VOLUNTEERS	5,000
CENTER FOR LIVING & LEARNG 14549 ARCHWOOD STREET SUI VAN NUYS,CA91405	NONE	501C3	ONGOING RESIDENTIAL CARE & JOB TRA	2,000
ENSWORTH SCHOOL 211 ENSWORTH PLACE NASHVILLE,TN37205	NONE	SCHOOL	SUPPORT OF LIBRARY OPERATIONS	2,000
YMCA OF MIDDLE TN 1000 CHURCH STREET NASHVILLE,TN37203	NONE	501C3	OPERATIONS & CONSTRUCTION EFFORTS	5,000
WESTMEADE ELEMENTARY PTAPTSA 6641 CLEARBROOK DRIVE NASHVILLE,TN37205	NONE	SCHOOL	ONGOING OPERATIONS & ACTIVITIES	500
VANDERBILT UNIV SCHOOL OF NURSING 2301 VANDERBILT PLACE NASHVILLE,TN372406014	NONE	UNIVERSITY	SUPPORT OF THE ANNUAL FUND	5,000
THE PORCH 2811 DOGWOOD PLACE NASHVILLE,TN37204	NONE	501C3	PRISON OUTREACH PROGRAM	5,000
THE NEW SCHOOL 66 W 12TH STREET NEW YORK,NY10011	NONE	SCHOOL	ROROS ENDOWED SCHOLARSHIP	12,500
INST OF CLASSICAL ARCHITECTURE 20 WEST 44TH STREET 310 NEW YORK,NY10036	NONE	UNIVERSITY	QUALIFYING STUDENT'S TUITION	26,250
THE FAMILY CENTER 139 THOMPSON LANE NASHVILLE,TN37211	NONE	501C3	PREVENTION OF CHILD ABUSE	5,000
STREETSOLID INDUSTRIES PO BP 330354 NASHVILLE,TN37205	NONE	501C3	YOUTH DEVELOPMENT & PRISON OUTREACH	2,000
SALVATION ARMY 631 DICKERSON PIKE NASHVILLE,TN37207	NONE	501C3	SUPPORT FOR OPERATIONS	5,000
SAFE HAVEN FAMILY SHELTER 1234 3RD AVENUE SOUTH NASHVILLE,TN37210	NONE	501C3	SUPPORT OF GREATEST NEED	5,000
ROOM IN THE INN 705 DREXEL STREET NASHVILLE,TN37203	NONE	501C3	SUPPORT OF THE GREATEST NEED	5,000
OVERBROOK SCHOOL 4210 HARDING ROAD NASHVILLE,TN37205	NONE	SCHOOL	CAPITAL RENOVATIONS	5,000
NURTURE THE NEXT 600 HILL AVENUE 202 NASHVILLE,TN37210	NONE	501C3	SUPPORT OF GREATEST NEED	5,000
NASHVILLE CLASSICAL CHARTER SCHOOL 1234 3RD AVENUE SOUTH NASHVILLE,TN37206	NONE	SCHOOL	EDUCATIONAL & INSTRUCTIONAL ACTIVITY	4,500
MONTGOMERY BELL ACADEMY 4001 HARDING ROAD NASHVILLE,TN37205	NONE	SCHOOL	SUPPORT FOR OPERATIONS	20,000
LEAD PUBLIC SCHOOLS 1034 1ST AVENUE SOUTH NASHVILLE,TN37210	NONE	SCHOOL	EDUCATIONAL & INSTRUCTIONAL ACTIVITY	4,500
KATIE'S HELPING HAND 2200 CHILDRENS WAY NASHVILLE,TN37232	NONE	501C3	SUPPORT OF GREATEST NEED	5,000
VU JEAN & ALEXANDER HEARD LIBR 2301 VANDERBILT PLACE NASHVILLE,TN372406014	NONE	UNIVERSITY	SUPPORT FOR OPERATIONS	3,500
JADE PASLEY FAMILY ASSISTANCE FUND 2200 CHILDRENS WAY NASHVILLE,TN37232	NONE	501C3	SUPPORT OF GREATEST NEED	5,000
JACKSON COUNTY IMAGINATION LIBRARY 757 S GRUNDY CHARLES HWY SUITE D GAINESBORO,TN38562	NONE	501C3	OPERATIONS OF DOLLY PARTON LIBRARY	5,000
INTREPID COLLEGE PREP CHARTER SCH 5432 BELL FORGE LANE EAST ANTIOCH,TN37013	NONE	SCHOOL	EDUCATIONAL & INSTRUCTIONAL ACTIVITY	4,500
HELEN KELLER INTERNATIONAL ONE DAG HAMMARSKJOLD PLAZA 2ND FLOOR NEW YORK,NY10017	NONE	501C3	SUPPORT OF GREATEST NEED	150,000
HARPETH HALL SCHOOL 3801 HOBBS ROAD NASHVILLE,TN37215	NONE	SCHOOL	SUPPORT FOR OPERATIONS	20,000
HABITAT FOR HUMANITY 414 HARDING PLACE 100 NASVILLE,TN37211	NONE	501C3	OPERATIONS & CONSTRUCTION EFFORTS	5,000
GOODWILL INDUSTRIE OF MIDDLE TN 1015 HERMAN STREET NASHVILLE,TN37205	NONE	501C3	SUPPORT OF GREATEST NEED	1,000
GRAND CENTRAL ATELIER THE BOX FACTORY 15-19 DECATUR ST 201 RIDGEWOOD,NY11385	NONE	501C3	STUDENTS SCHOLARSHIP	25,000
GILDA'S CLUB NASHVILLE 1707 DIVISION STREET NASHVILLE,TN37203	NONE	501C3	SUPPORT OF GREATEST NEED	5,000
FRIENDS OF RADNOR LAKE PO BOX 40324 NASHVILLE,TN37204	NONE	501C3	SUPPORT FOR ONGOING OPERATIONS	5,000
FRIENDS OF HARVARD CELTIC STUDIES BARKER CTR 12 QUINCY ST CAMBRIDGE,MA02138	NONE	UNIVERSITY	ACTIVITIES OF CELTIC STUDIES DEPT	3,500
FRIENDS OF CORDELL HULL LAKE 71 CORPS LANE CARTHAGE,TN37030	NONE	501C3	SUPPORT FOR ONGOING OPERATIONS	3,000
EDWARDS PEDIATRIC MENINGITIS FD 2301 VANDERBILT PLADE NASHVILLE,TN372406014	NONE	UNIVERSITY	SUPPORT OF GREATEST NEED	5,000
BELCOURT THEATRE INC 2102 BELCOURT AVENUE NASHVILLE,TN37212	NONE	501C3	SUPPORT FOR ONGOING ACTIVITIES	2,000
B E ACADEMY FOR GIRLS 500 HILLSIDE COURT NASHVILLE,TN37203	NONE	SCHOOL	EDUCATIONAL & INSTRUCTIONAL ACTIVITY	2,000
Total ................................. 3a				418,750

bApproved for future payment

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

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	(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 ...........
4 Dividends and interest from securities ....			14	300,467
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	1,621
8 Gain or (loss) from sales of assets other than inventory ............			18	663,001
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) ..				965,089

13Total. Add line 12, columns (b), (d), and (e)..................

965,089

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

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.)

Form 990-PF (2024)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

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.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

THE ROROS FOUNDATION

EIN:

62-1677764

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	2,080			1,040

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

THE ROROS FOUNDATION

EIN:

62-1677764

Name of Stock	End of Year Book Value	End of Year Fair Market Value
MARKETIBLE SECURITIES	6,880,988	7,892,195

- TIN:

TY 2024 OtherAssetsSchedule

Name:

THE ROROS FOUNDATION

EIN:

62-1677764

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
DIVIDENDS RECEIVABLE	30,853	10,473	10,473

- TIN:

TY 2024 OtherExpensesSchedule

Name:

THE ROROS FOUNDATION

EIN:

62-1677764

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
EXPENSES
INVESTMENT EXPENSES	165	165

- TIN:

TY 2024 OtherIncomeSchedule2

Name:

THE ROROS FOUNDATION

EIN:

62-1677764

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
EQUITABLE TRUST CO	1,621	1,621

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

THE ROROS FOUNDATION

EIN:

62-1677764

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
FIDUCIARY & INVESTMENT MANAGEMEN	33,362	16,681	16,681
INVESTMENT ADVISORY FEES-WMC	6,374	6,374
INVESTMENT ADVISORY FEES-LAZARD	4,993	4,993
INVESTMENT ADVISORY FEES-WAYCROS	4,808	4,808
INVESTMENT ADVISORY FEES-VULCAN	9,285	9,285
INVESTMENT ADVISORY FEES-POLEN	884	884

- TIN:

TY 2024 TaxesSchedule

Name:

THE ROROS FOUNDATION

EIN:

62-1677764

Category	Amount	Net Investment Income
TN ANNUAL REPORT FEES	20
FOREIGN TAXES	947	947
FEDERAL EXCISE TAX	5,024