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

62-6271796
B Telephone number (see instructions)

(615) 460-9240
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$14,787,763J 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 124,284 124,284  
4 Dividends and interest from securities... 213,405 213,405  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,392,100
b Gross sales price for all assets on line 6a 6,780,592
7 Capital gain net income (from Part IV, line 2)... 1,392,100
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
3,105 3,105 0
12 Total. Add lines 1 through 11........ 1,732,894 1,732,894 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 86,709 34,684 0 52,025
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,995 0 0 2,995
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
17,087 17,087 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
21,858 2,921 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
503 503 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 129,152 55,195 0 55,020
25 Contributions, gifts, grants paid....... 622,890 622,890
26 Total expenses and disbursements. Add lines 24 and 25 752,042 55,195 0 677,910
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 980,852
b Net investment income (if negative, enter -0-) 1,677,699
c Adjusted net income (if negative, enter -0-)... 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......... 2,076,329 1,210,550 1,210,550
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 9,434,464 Click to see attachment
List of Attached Documents:
// Content
11,281,095 		13,577,213
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,510,793 12,491,645 14,787,763
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 11,058,523 11,058,523
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 452,270 1,433,122
29 Total net assets or fund balances (see instructions)..... 11,510,793 12,491,645
30 Total liabilities and net assets/fund balances (see instructions). 11,510,793 12,491,645
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
11,510,793
2
Enter amount from Part I, line 27a .....................
2
980,852
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
12,491,645
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,491,645
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 CAPITAL GAIN DISTRIBUTIONS P   2024-12-31
b CAPITAL GAIN DISTRIBUTIONS P   2024-12-31
c 41 ACCENTURE PLC CL A P 2023-09-26 2024-05-03
d 1,084 ADVANTEST CORP P 2023-07-21 2024-04-22
e 316 AMGEN INC P 2023-12-12 2024-11-13
319 AMGEN INC P 2024-03-04 2024-11-13
37 AMGEN INC P 2024-03-12 2024-11-13
2 ARCH CAPITAL GROUP LTD P 2023-03-30 2024-03-04
50,000 CIGNA GROUP P 2023-03-30 2024-03-15
93 EVEREST GROUP LTD P 2024-03-27 2024-06-13
73 EVEREST GROUP LTD P 2024-05-01 2024-10-31
599.040 FIRST EAGLE GLOBAL INSTL P 2024-05-21 2024-06-13
463 GENERAL DYNAMICS CORP P 2024-05-07 2024-12-30
273 GENERAL MILLS INC P 2024-05-21 2024-06-13
1,427 GENERAL MILLS INC P 2024-05-21 2024-11-06
26 GENERAL MILLS INC P 2024-09-04 2024-11-06
37 GOLDMAN SACHS GROUP INC P 2024-05-21 2024-09-10
207 INGREDION INC P 2024-05-21 2024-06-13
270 LABCORP HOLDINGS INC P 2023-07-27 2024-06-13
87 LABCORP HOLDINGS INC P 2023-10-04 2024-06-13
10 MERCADOLIBRE INC P 2023-09-14 2024-02-12
7 MERCADOLIBRE INC P 2023-09-14 2024-06-07
4 MERCADOLIBRE INC P 2023-11-02 2024-09-30
678 NU HLDGS LTD CL A P 2024-03-04 2024-10-10
7,119 NU HLDGS LTD CL A P 2024-10-29 2024-12-30
679 PUBLIC STORAGE P 2023-08-24 2024-05-21
128 PUBLIC STORAGE P 2023-10-27 2024-05-21
223 PUBLIC STORAGE P 2024-03-26 2024-05-21
360 ROCKWELL AUTOMATION INC P 2024-02-08 2024-06-13
192 ROCKWELL AUTOMATION INC P 2024-02-22 2024-06-13
153 ROCKWELL AUTOMATION INC P 2024-03-20 2024-06-13
226 SHELL PLC SP ADR P 2024-03-19 2024-12-16
104 SKYWORKS SOLUTIONS INC P 2023-06-07 2024-05-07
139 ULTA BEAUTY INC P 2024-02-15 2024-03-19
50,000 US TREASURY BILL P 2023-02-21 2024-01-25
726 VANGUARD INTL HIGH DIVIDEND YIELD ETF P 2024-05-21 2024-12-30
2,515 VERRA MOBILITY CORP CL A P 2024-03-12 2024-11-05
2,346.950 WAYCROSS FOCUSED CORE EQUITY FUND P 2024-03-19 2024-06-13
4 ACCENTURE PLC CL A P 2016-11-09 2024-03-04
37 ACCENTURE PLC CL A P 2016-11-09 2024-04-08
73 ACCENTURE PLC CL A P 2016-11-09 2024-05-03
718 ADYEN NV ADR P 2020-10-08 2024-03-21
288 ADYEN NV ADR P 2022-07-08 2024-03-21
792 ADYEN NV ADR P 2022-07-08 2024-10-15
60 ALPHABET INC CL A P 2015-04-23 2024-09-04
500 ALPHABET INC CL A P 2015-04-30 2024-09-04
137 ALPHABET INC CL A P 2015-06-09 2024-09-04
220 ALPHABET INC CL A P 2016-06-23 2024-09-04
400 ALPHABET INC CL A P 2017-07-03 2024-09-04
340 ALPHABET INC CL A P 2017-08-22 2024-09-04
400 ALPHABET INC CL A P 2018-05-08 2024-09-04
620 ALPHABET INC CL A P 2018-09-27 2024-09-04
25 ALPHABET INC CL A P 2019-02-07 2024-09-04
315 ALPHABET INC CL A P 2019-02-07 2024-03-19
129 ALPHABET INC CL A P 2020-03-19 2024-03-19
427 ALPHABET INC CL A P 2022-10-26 2024-03-19
100 ALPHABET INC CL A P 2023-04-04 2024-09-04
111 ALPHABET INC CL A P 2023-05-19 2024-09-04
38 AON PLC CL A P 2020-07-31 2024-05-31
30 AON PLC CL A P 2020-07-31 2024-10-08
24 AON PLC CL A P 2020-07-31 2024-12-04
9 ASM INTL NV ADR P 2022-04-21 2024-01-23
37 ASM INTL NV ADR P 2022-04-21 2024-11-07
5 ASML HOLDING NV ADR P 2019-02-22 2024-01-31
22 ASML HOLDING NV ADR P 2019-02-22 2024-04-08
307 ATLAS COPCO AB ADR A P 2017-06-21 2024-04-19
1,912 ATLAS COPCO AB ADR A P 2017-07-20 2024-04-19
127 ATLASSIAN CORP CL A P 2021-09-21 2024-08-14
222 BAE SYSTEMS PLC ADR P 2023-05-03 2024-07-30
195 CANADIAN PACIFIC KANSAS CITY LTD P 2015-06-19 2024-05-31
184 CANADIAN PACIFIC KANSAS CITY LTD P 2015-06-19 2024-10-04
43 CANADIAN PACIFIC KANSAS CITY LTD P 2016-02-17 2024-10-04
2,276 CROWN CASTLE INC P 2023-10-04 2024-12-30
597 CROWN CASTLE INC P 2023-11-14 2024-12-30
33 EPAM SYSTEMS INC P 2021-06-07 2024-12-12
61 EPAM SYSTEMS INC P 2022-08-23 2024-12-12
9 EVEREST GROUP LTD P 2022-03-28 2024-03-19
13 EVEREST GROUP LTD P 2022-03-28 2024-06-13
185 EVEREST GROUP LTD P 2022-03-28 2024-10-31
22 EVEREST GROUP LTD P 2023-01-04 2024-03-19
111 EVOLUTION AB UNSP ADR P 2021-05-10 2024-06-28
296 EVOLUTION AB UNSP ADR P 2022-01-14 2024-06-28
472 EXPERIAN PLC ADR P 2015-06-19 2024-12-27
6 FERGUSON PLC P 2022-03-15 2024-03-04
83 FERGUSON PLC NEW P 2022-03-15 2024-09-27
2 FERRARI NV P 2020-03-26 2024-03-04
27 FERRARI NV P 2020-03-26 2024-06-07
31 FERRARI NV P 2020-03-26 2024-10-10
5 FERRARI NV P 2021-03-29 2024-10-10
75,000 FISERV INC P 2023-05-17 2024-07-01
6 GOLDMAN SACHS GROUP INC P 2019-09-10 2024-09-10
107 ICICI BANK LTD SP ADR P 2022-12-07 2024-03-04
290 ICICI BANK LTD SP ADR P 2022-12-07 2024-10-11
195 INTERCONTINENTAL EXCHANGE INC P 2023-06-07 2024-11-01
2,446 ISHARES GOLD TRUST ETF P 2023-01-04 2024-03-19
1,103 ISHARES GOLD TRUST ETF P 2023-01-04 2024-04-18
594 ISHARES S&P SMALL-CAP 600 ETF P 2017-02-13 2024-03-19
595 ISHARES S&P SMALL-CAP 600 ETF P 2017-02-13 2024-04-18
504 ISHARES S&P SMALL-CAP 600 ETF P 2017-02-13 2024-05-21
90 ISHARES S&P SMALL-CAP 600 ETF P 2020-06-26 2024-05-21
75,000 KEURIG DR PEPPER INC P 2023-02-10 2024-03-15
2,155.291 KOPERNIK GLOBAL ALL CAP INSTL P 2023-01-04 2024-03-19
445 LOREAL SA ADR P 2023-11-20 2024-12-12
553 LABCORP HOLDINGS INC P 2022-11-03 2024-06-13
209 LABCORP HOLDINGS INC P 2022-11-17 2024-06-13
64 LABCORP HOLDINGS INC P 2023-01-24 2024-06-13
147 LABCORP HOLDINGS INC P 2023-02-22 2024-06-13
189 LABCORP HOLDINGS INC P 2023-03-15 2024-06-13
125 LABCORP HOLDINGS INC P 2023-05-09 2024-06-13
2,331 LKQ CORP P 2022-05-27 2024-04-23
643 LKQ CORP P 2022-11-01 2024-04-23
281 LVMH MOET HENNESSY LOUIS VUITTON SE P 2015-06-19 2024-08-01
313 MASTERCARD INC CL A P 2015-06-18 2024-03-19
140 MASTERCARD INC CL A P 2019-04-25 2024-03-19
50,000 MCKESSON CORP P 2023-02-27 2024-09-16
5 MERCADOLIBRE INC P 2023-09-14 2024-09-30
369 NESTLE SA ADR P 2015-06-19 2024-02-14
32 NOVO NORDISK A/S ADR P 2022-01-07 2024-03-04
289 S&P GLOBAL INC P 2022-02-09 2024-01-23
2,994 SCHWAB US DIVIDEND ETF P 2023-01-04 2024-03-19
2,995 SCHWAB US DIVIDEND ETF P 2023-01-04 2024-04-18
2,994 SCHWAB US DIVIDEND ETF P 2023-01-04 2024-05-21
222 SERVICENOW INC P 2019-11-13 2024-03-19
48 SERVICENOW INC P 2020-01-21 2024-03-19
125 SERVICENOW INC P 2022-10-04 2024-03-19
696 SHELL PLC SP ADR P 2021-08-02 2024-12-16
593 SHELL PLC SP ADR P 2021-08-31 2024-12-16
292 SHELL PLC SP ADR P 2023-12-07 2024-12-16
480 SKYWORKS SOLUTIONS INC P 2016-05-16 2024-03-06
127 SKYWORKS SOLUTIONS INC P 2019-05-03 2024-03-06
173 SKYWORKS SOLUTIONS INC P 2019-06-10 2024-03-06
288 SKYWORKS SOLUTIONS INC P 2019-08-19 2024-03-06
333 SKYWORKS SOLUTIONS INC P 2020-05-13 2024-05-07
144 SKYWORKS SOLUTIONS INC P 2022-05-06 2024-03-06
252 SKYWORKS SOLUTIONS INC P 2022-10-20 2024-03-06
355 SKYWORKS SOLUTIONS INC P 2023-04-04 2024-05-07
267 THOMSON REUTERS CORP P 2022-12-28 2024-07-17
50,000 TYSON FOODS INC P 2023-02-13 2024-08-15
3 ULTA BEAUTY INC P 2021-07-22 2024-03-19
182 ULTA BEAUTY INC P 2021-07-22 2024-10-03
5 ULTA BEAUTY INC P 2021-08-31 2024-03-19
395 VANGUARD S&P 500 ETF P 2019-03-14 2024-03-19
418 VANGUARD S&P 500 ETF P 2019-03-14 2024-04-18
217 VANGUARD S&P 500 ETF P 2019-03-14 2024-05-21
412 VANGUARD VALUE ETF P 2023-01-04 2024-03-19
458 VANGUARD VALUE ETF P 2023-01-04 2024-04-18
140 VISA INC CL A P 2012-11-27 2024-03-19
578 VISA INC CL A P 2015-06-18 2024-03-19
42 WASTE CONNECTIONS INC P 2022-10-07 2024-09-30
49 WASTE CONNECTIONS INC P 2022-10-07 2024-12-17
ROUNDING ADJUSTMENT P   2024-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 59,621     59,621
b 451     451
c 12,459   12,764 -305
d 36,800   38,743 -1,943
e 95,546   86,966 8,580
96,453   89,422 7,031
11,187   10,288 899
173   135 38
50,000   50,000 0
34,759   36,563 -1,804
26,643   27,041 -398
40,819   41,633 -814
122,374   135,650 -13,276
17,868   19,304 -1,436
94,618   100,905 -6,287
1,724   1,899 -175
17,354   17,422 -68
23,796   24,462 -666
52,735   58,718 -5,983
16,993   17,391 -398
17,320   13,832 3,488
11,194   9,683 1,511
8,165   5,278 2,887
9,085   7,590 1,495
76,477   113,419 -36,942
191,046   186,663 4,383
36,015   30,672 5,343
62,744   61,677 1,067
93,500   98,623 -5,123
49,867   53,554 -3,687
39,738   43,510 -3,772
14,149   15,015 -866
9,660   11,072 -1,412
73,019   74,437 -1,418
47,764   47,764 0
49,167   51,956 -2,789
56,434   57,781 -1,347
36,730   35,791 939
1,532   469 1,063
12,317   4,339 7,978
22,183   8,560 13,623
11,610   14,351 -2,741
4,657   4,328 329
11,713   11,901 -188
9,396   1,671 7,725
78,303   13,866 64,437
21,455   3,715 17,740
34,453   7,749 26,704
62,642   18,566 44,076
53,246   15,964 37,282
62,642   21,137 41,505
97,095   37,681 59,414
3,915   1,382 2,533
46,267   17,408 28,859
18,947   7,314 11,633
62,718   41,267 21,451
15,661   10,444 5,217
17,383   13,590 3,793
10,610   7,810 2,800
10,597   6,166 4,431
9,192   4,933 4,259
5,012   3,109 1,903
20,348   12,780 7,568
4,378   923 3,455
21,635   4,062 17,573
4,983   2,975 2,008
31,033   18,053 12,980
18,232   51,928 -33,696
14,620   11,631 2,989
15,260   6,547 8,713
15,064   6,178 8,886
3,520   1,107 2,413
202,541   202,199 342
53,127   60,452 -7,325
8,234   16,084 -7,850
15,221   26,511 -11,290
3,493   2,680 813
4,859   3,870 989
67,521   55,079 12,442
8,538   7,510 1,028
11,551   20,852 -9,301
30,804   42,330 -11,526
20,423   8,957 11,466
1,298   876 422
16,717   12,119 4,598
828   311 517
11,161   4,200 6,961
14,038   4,822 9,216
2,264   1,024 1,240
75,000   75,000 0
2,814   1,291 1,523
2,814   2,397 417
8,326   6,585 1,741
30,236   21,085 9,151
99,698   86,173 13,525
49,596   38,859 10,737
63,173   41,692 21,481
61,047   41,762 19,285
55,446   35,375 20,071
9,901   5,910 3,991
75,000   75,000 0
24,613   24,355 258
31,897   41,320 -9,423
108,010   106,023 1,987
40,821   41,683 -862
12,500   14,000 -1,500
28,712   30,441 -1,729
36,915   35,430 1,485
24,415   23,813 602
97,526   121,609 -24,083
26,902   34,376 -7,474
38,630   10,246 28,384
150,831   30,035 120,796
67,464   34,442 33,022
50,000   49,924 76
10,207   6,916 3,291
40,390   27,705 12,685
4,097   1,620 2,477
128,795   117,854 10,941
236,479   227,751 8,728
227,440   227,827 -387
237,657   227,751 9,906
167,549   56,021 111,528
36,227   15,034 21,193
94,341   51,024 43,317
43,575   27,781 15,794
37,126   23,482 13,644
18,281   18,460 -179
50,146   29,911 20,235
13,268   11,141 2,127
18,073   12,630 5,443
30,088   22,234 7,854
30,931   35,084 -4,153
15,044   15,464 -420
26,327   21,027 5,300
32,975   40,390 -7,415
43,731   30,153 13,578
50,000   50,000 0
1,576   1,016 560
67,378   61,661 5,717
2,627   1,922 705
187,367   102,216 85,151
192,504   108,168 84,336
105,881   56,154 49,727
65,682   58,145 7,537
71,099   64,637 6,462
40,097   5,153 34,944
165,544   40,038 125,506
7,464   5,486 1,978
8,655   6,401 2,254
    6 -6
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       59,621
b       451
c       -305
d       -1,943
e       8,580
      7,031
      899
      38
      0
      -1,804
      -398
      -814
      -13,276
      -1,436
      -6,287
      -175
      -68
      -666
      -5,983
      -398
      3,488
      1,511
      2,887
      1,495
      -36,942
      4,383
      5,343
      1,067
      -5,123
      -3,687
      -3,772
      -866
      -1,412
      -1,418
      0
      -2,789
      -1,347
      939
      1,063
      7,978
      13,623
      -2,741
      329
      -188
      7,725
      64,437
      17,740
      26,704
      44,076
      37,282
      41,505
      59,414
      2,533
      28,859
      11,633
      21,451
      5,217
      3,793
      2,800
      4,431
      4,259
      1,903
      7,568
      3,455
      17,573
      2,008
      12,980
      -33,696
      2,989
      8,713
      8,886
      2,413
      342
      -7,325
      -7,850
      -11,290
      813
      989
      12,442
      1,028
      -9,301
      -11,526
      11,466
      422
      4,598
      517
      6,961
      9,216
      1,240
      0
      1,523
      417
      1,741
      9,151
      13,525
      10,737
      21,481
      19,285
      20,071
      3,991
      0
      258
      -9,423
      1,987
      -862
      -1,500
      -1,729
      1,485
      602
      -24,083
      -7,474
      28,384
      120,796
      33,022
      76
      3,291
      12,685
      2,477
      10,941
      8,728
      -387
      9,906
      111,528
      21,193
      43,317
      15,794
      13,644
      -179
      20,235
      2,127
      5,443
      7,854
      -4,153
      -420
      5,300
      -7,415
      13,578
      0
      560
      5,717
      705
      85,151
      84,336
      49,727
      7,537
      6,462
      34,944
      125,506
      1,978
      2,254
      -6
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 1,392,100
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 -52,803
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 23,320
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 23,320
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 23,320
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 16,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 16,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 7,320
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowTN
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 arrowN/A
14
The books are in care ofright arrowEQUITABLE TRUST COMPANY CO-TTEE Telephone no.right arrow (615) 460-9240

Located atright arrow4400 HARDING PIKE STE 310NASHVILLETN ZIP+4right arrow372055215
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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
EQUITABLE TRUST COMPANY CO-TRUSTEE
10.00 		86,709 0 0
4400 HARDING PIKE SUITE 310
NASHVILLE,TN37205
OVERTON T SMITH TRUSTEE
5.00 		0 0 0
500 ELMINGTON AVENUE APT 433
NASHVILLE,TN37205
MARGARET S WARNER TRUSTEE
5.00 		0 0 0
11 BURTON HILLS BLVD APT 673
NASHVILLE,TN37215
RUSSELL O STEWART TRUSTEE
5.00 		0 0 0
10 SANDY LAKE ROAD
CHERRY HILLS VILLAGE,CO80113
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (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
13,611,174
b
Average of monthly cash balances.......................
1b
1,195,610
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
14,806,784
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
14,806,784
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
222,102
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,584,682
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
729,234
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
729,234
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
23,320
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
23,320
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
705,914
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
705,914
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
705,914
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
677,910
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
677,910
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 7 705,914
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...... 28,316
b From 2020...... 92,156
c From 2021...... 33,568
d From 2022...... 17,488
e From 2023...... 82,966
f Total of lines 3a through e ........ 254,494
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 677,910
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..... 677,910
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 28,004 28,004
(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 5 226,490
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) ... 		312
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		226,178
10 Analysis of line 9:
a Excess from 2020.... 92,156
b Excess from 2021.... 33,568
c Excess from 2022.... 17,488
d Excess from 2023.... 82,966
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 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)
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

AND-HOF ANIMALS SANCTUARY FOR FARM ANIMALS INC

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

BATTLE GROUND ACADEMY

336 ERNEST RICE LANE
FRANKLIN,TN37069 		NONE PUB. CHARITY DONATION 2,500

BLUE GRASS COMMUNITY FOUNDATION

499 EAST HIGH STREET
LEXINGTON,KY40507 		NONE PUB. CHARITY DONATION 1,000

BLUEGRASS CONSERVANCY

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

CAMP HORSIN' AROUND

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

CASA OF LEXINGTON

3425 LOCH NESS DR
LEXINGTON,KY40517 		NONE PUB. CHARITY DONATION 500

CENTENNIAL PARK CONSERVANCY

2565 PARK PLAZA
NASHVILLE,TN37203 		NONE PUB. CHARITY DONATION 500

CHEEKWOOD

1200 FORREST PARK DRIVE
NASHVILLE,TN37205 		NONE PUB. CHARITY DONATION 6,000

CHRIST CHURCH CATHEDRAL

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

CHURCH OF THE GOOD SHEPHERD

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

CUMBERLAND RIVER COMPACT

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

ENSWORTH SCHOOL

211 ENSWORTH PLACE
NASHVILLE,TN37205 		NONE PUB. CHARITY DONATION 1,000

EQUAL CHANCE FOR EDUCATION

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

FRIENDS OF WARNER PARKS

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

HARPETH HALL SCHOOL

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

JOHN LAIRD CEMETERY ASSOCIATION

521 BEAR CREEK PIKE
COLUMBIA,TN38401 		NONE PUB. CHARITY DONATION 1,000

KENTUCKY CHILDREN'S HOSPITAL

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

KENTUCKY EDUCATIONAL TELEVISION

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

KIPS BAY BOYS AND GIRLS CLUB

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

LEXARTS INC

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

MAKE-A-WISH

710 EAST MAIN ST
LEXINGTON,KY40502 		NONE PUB. CHARITY DONATION 5,000

MEHARRY MEDICAL COLLEGE

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

NASHVILLE OPERA

3622 REDMON ST
NASHVILLE,TN37209 		NONE PUB. CHARITY DONATION 600

NASHVILLE PUBLIC RADIO

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

NASHVILLE PUBLIC TELEVISION

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

NASHVILLE SYMPHONY

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

NASHVILLE TREE FOUNDATION

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

NEW YORK UNIVERSITY SCHOOL OF LAW

40 WASHINGTON SQUARE S
NEW YORK,NY10012 		NONE PUB. CHARITY DONATION 250

RONALD MCDONALD HOUSE CHARITIES

2144 FAIRFAX AVENUE
NASHVILLE,TN37212 		NONE PUB. CHARITY DONATION 5,000

SAINT AUGUSTINE CHAPEL

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

SECOND HARVEST

331 GREAT CIRCLE ROAD
NASHVILLE,TN37228 		NONE PUB. CHARITY DONATION 100,000

SILOAM FAMILY HEALTH CENTER

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

ST JAMES THE LESS SCARSDALE

10 CHURCH LANE SOUTH
SCARSDALE,NY10583 		NONE PUB. CHARITY DONATION 1,850

ST JOHN'S EPISCOPAL CATHEDRAL

413 CUMBERLAND AVENUE
KNOXVILLE,TN37902 		NONE PUB. CHARITY DONATION 10,000

ST LUKE'S COMMUNITY HOUSE

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

STEP BY STEP

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

THE HERITAGE FOUNDATION OF WILLIAMSON COUNTY

PO BOX 723
FRANKLIN,TN37065 		NONE PUB. CHARITY DONATION 12,890

THE HERMITAGE

4580 RACHELS LANE
NASHVILLE,TN37076 		NONE PUB. CHARITY DONATION 11,000

THE LAND TRUST FOR TENNESSEE

PO BOX 23473
NASHVILLE,TN37202 		NONE PUB. CHARITY DONATION 101,000

THE LEXINGTON SCHOOL

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

TRAVELERS REST

636 FARRELL PKWY
NASHVILLE,TN37220 		NONE PUB. CHARITY DONATION 11,000

UNITED WAY OF WESTCHESTER

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

VANDERBILT COLLEGE OF ARTS & SCIENCES

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

VANDERBILT INGRAM CANCER CENTER

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

VANDERBILT LAW SCHOOL

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

VANDERBILT UNIVERSITY MEDICAL CENTER DEVELOPMENT

1211 VANDERBILT UNIVERSITY MEDICAL
CENTER
NASHVILLE,TN37232 		NONE PUB. CHARITY DONATION 30,000

YWCA OF MIDDLE TENNESSEE

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

FLORENCE GRISWOLD MUSEUM

96 LYME STREET
OLD LYME,CT06371 		NONE PUB. CHARITY DONATION 250

ERIN'S HOPE FOR FRIENDS

PO BOX 755
ACWORTH,GA30101 		NONE PUB. CHARITY DONATION 1,000

NASHVILLE PUBLIC MEDIA

PO BOX 41972
NASHVILLE,TN37204 		NONE PUB. CHARITY DONATION 250
Total .................................right arrow 3a 622,890
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 ........... 		    14 124,284  
4 Dividends and interest from securities ....     14 213,405  
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 .....     25 3,105  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,392,100  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,732,894 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,732,894
(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:
HENRY LAIRD SMITH FOUNDATION
EIN:
62-6271796
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREP FEE 2,995 0 0 2,995

TY 2024 InvestmentsCorpStockSchedule
Name:
HENRY LAIRD SMITH FOUNDATION
EIN:
62-6271796
Name of Stock End of Year Book Value End of Year Fair Market Value
50000 JUNIPER NETWORKS INC 47,844 48,391
100000 FIDELITY NATIONAL INFO SERV 95,434 95,922
50000 LOCKHEED MARTIN CORP 51,914 51,961
75000 ARCHER DANIELS MIDLAND CO 71,584 72,489
75000 RTX CORP 71,194 72,378
100000 GOLDMAN SACHS GROUP INC 98,660 98,529
75000 MCDONALDS CORP 77,056 77,799
75000 INTL BUSINESS MACHINES 78,299 78,691
75000 DOVER CORP 80,154 78,436
50000 HEICO CORP 49,524 50,475
100000 LENNOX INTERNATIONAL INC 101,500 101,632
50000 AMERIPRISE FINANCIAL INC 51,122 51,516
100000 CBRE SERVICES INC 100,213 101,699
50000 INTEL CORP 43,756 43,881
50000 PHILLIPS 66 44,565 45,870
75000 CONOCOPHILLIPS CO 84,090 86,218
75000 CIGNA GROUP 63,821 65,626
50000 LABORATORY CORP OF AMERICA 49,875 48,247
75000 SYSCO CORP 78,069 78,126
75000 NORTHROP GRUMMAN CORP 84,112 85,004
100000 APTIV PLC 87,072 86,291
50000 NASDAQ INC 52,822 50,466
100000 AFFILIATED MANAGERS GR INC 100,749 99,179
75000 JPMORGAN CHASE & CO 75,000 73,079
596 ALPHABET INC CL A 47,665 112,823
562 AMAZON.COM INC 115,184 123,297
723 ANALOG DEVICES INC 64,768 153,609
1220 ARISTA NETWORKS INC 119,415 134,847
417 AUTOMATIC DATA PROCESSING INC 114,467 122,068
300 BERKSHIRE HATHAWAY INC CL B 124,355 135,984
1643 DAVITA INC 179,959 245,711
2724 ENTERGY CORP 139,206 206,534
2518 FIDELITY NATIONAL INFORMATION SVS INC 140,106 203,379
445 GENERAL DYNAMICS CORP 130,376 117,253
222 GOLDMAN SACHS GROUP INC 59,267 127,122
812 INGREDION INC 82,925 111,699
714 INTERCONTINENTAL EXCHANGE INC 52,987 106,393
245 META PLATFORMS INC CL A 131,412 143,450
259 MICROSOFT CORP 14,696 109,169
2798 OTIS WORLDWIDE CORP 208,575 259,123
179 ROPER TECHNOLOGIES INC 58,345 93,053
635 S&P GLOBAL INC 244,569 316,249
465 SALESFORCE INC 95,073 155,463
26731.566 WAYCROSS FOCUSED CORE EQUITY FUND 403,509 452,833
1155 INVESCO QQQ TRUST ETF 509,901 590,471
909 VANGUARD S&P 500 ETF 235,227 489,778
4839 VANGUARD VALUE ETF 701,928 819,243
3787.272 DF DENT MIDCAP GROWTH INSTL 129,900 139,978
7328.421 WCM SMID QUALITY VALUE INSTL 96,100 87,794
6553 ISHARES CORE S&P MID-CAP ETF 386,109 408,317
947 ISHARES RUSSELL 2000 ETF 191,986 209,249
339 ISHARES RUSSELL 2000 GROWTH ETF 88,271 97,571
1586 ISHARES RUSSELL MID-CAP VALUE ETF 193,404 205,133
2478 3I GROUP PLC UNSP ADR 48,866 55,303
2895 ADYEN NV ADR 37,277 43,078
86 AON PLC CL A 27,403 30,888
571 ARCH CAPITAL GROUP LTD 39,872 52,732
60 ASM INTL NV ADR 20,724 34,718
64 ASML HOLDING NV ADR 11,818 44,357
902 ASTRAZENECA PLC ADR 62,522 59,099
174 ATLASSIAN CORP CL A 55,250 42,348
696 BAE SYSTEMS PLC ADR 36,501 40,044
978 CANADIAN NATURAL RESOURCES LTD 32,564 30,191
680 CANADIAN PACIFIC KANSAS CITY LTD 29,860 49,212
1221 COMPASS GROUP PLC ADR 34,870 40,707
2029 COUPANG INC CL A 45,644 44,597
678 EXPERIAN PLC ADR 12,909 29,252
189 FERGUSON PLC NEW 27,525 32,805
163 FERRARI NV 33,379 69,249
1419 ICICI BANK LTD SP ADR 32,052 42,371
264 ICON PLC 54,745 55,363
106 LINDE PLC 35,222 44,379
1236 MEITUAN ADR 57,687 48,276
19 MERCADOLIBRE INC 29,021 32,308
2046 MITSUBISHI HEAVY INDUSTRIES 49,910 57,881
170 MONDAY.COM LTD 37,238 40,025
870 NOVO NORDISK A/S ADR 48,312 74,837
2988 NU HLDGS LTD CL A 33,448 30,956
8081 ROLLS ROYCE PLC ADR 57,375 57,546
1318 SAFRAN SA UNSP ADR 60,399 72,368
291 SAP SE ADR 72,762 71,647
876 SCHNEIDER ELECTRIC SE ADR 25,278 43,704
710 SEA LTD SP ADR 49,856 75,331
946 SIEMENS ENERGY AG 47,453 49,351
153 SPOTIFY TECHNOLOGY SA 43,405 68,449
199 STERIS PLC 25,237 40,906
490 TAIWAN SEMICONDUCTOR MFG CO LTD ADR 69,392 96,770
1233 UBS GROUP AG 38,101 37,385
171 WASTE CONNECTIONS INC 22,936 29,340
1366 WHEATON PRECIOUS METALS CORP 85,580 76,824
4001 VANGUARD INTL HIGH DIVIDEND YIELD ETF 253,710 271,588
22014.112 CHAUTAUQUA INTERNATIONAL GROWTH I 343,200 416,067
30544.603 KOPERNIK GLOBAL ALL CAP INSTL 347,645 335,074
17608.506 FIRST EAGLE GLOBAL INSTL 1,181,867 1,186,989
26326 ISHARES GOLD TRUST ETF 824,166 1,303,400

TY 2024 OtherExpensesSchedule
Name:
HENRY LAIRD SMITH FOUNDATION
EIN:
62-6271796
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MISCELLANEOUS 503 503 0 0


TY 2024 OtherIncomeSchedule2
Name:
HENRY LAIRD SMITH FOUNDATION
EIN:
62-6271796
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SEC LITIGATION SETTLEMENT 3,105 3,105 0


TY 2024 OtherProfessionalFeesSchedule
Name:
HENRY LAIRD SMITH FOUNDATION
EIN:
62-6271796
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 17,087 17,087 0 0


TY 2024 TaxesSchedule
Name:
HENRY LAIRD SMITH FOUNDATION
EIN:
62-6271796
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,921 2,921 0 0
2023 990-PF TAX 2,937 0 0 0
2024 990-PF TAX ESTIMATED TAX 16,000 0 0 0