Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE FRIST FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3100 WEST END AVE SUITE 1050
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NASHVILLE, TN37203
A Employer identification number

62-1134070
B Telephone number (see instructions)

(615) 292-3868
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$621,174,921
J 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 250,496 250,496  
4 Dividends and interest from securities... 10,058,176 10,058,176  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 44,269,514
b Gross sales price for all assets on line 6a 108,791,813
7 Capital gain net income (from Part IV, line 2)... 12,958,346
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)....... 1,116,858 1,120,000  
12 Total. Add lines 1 through 11........ 55,695,044 24,387,018  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 485,521 25,152   460,369
14 Other employee salaries and wages...... 128,016 10,080   117,936
15 Pension plans, employee benefits....... 125,503 6,822   121,449
16a Legal fees (attach schedule)......... 858 0   2,707
b Accounting fees (attach schedule)....... 63,425 35,750   27,675
c Other professional fees (attach schedule).... 573,080 524,080   49,509
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 610,320 2,293   36,604
19 Depreciation (attach schedule) and depletion... 30,619 0  
20 Occupancy.............. 82,574 0   33,506
21 Travel, conferences, and meetings....... 10,628 0   10,628
22 Printing and publications.......... 695 0   695
23 Other expenses (attach schedule)....... 513,745 435,307   78,430
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,624,984 1,039,484   939,508
25 Contributions, gifts, grants paid....... 57,957,615 58,226,615
26 Total expenses and disbursements. Add lines 24 and 25 60,582,599 1,039,484   59,166,123
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,887,555
b Net investment income (if negative, enter -0-) 23,347,534
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 2,906,438 4,341,296 4,341,296
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.......... 614    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 149,520,343 Click to see attachment
List of Attached Documents:
// Content
139,651,442
557,426,818
c Investments—corporate bonds (attach schedule)....... 17,714,373 Click to see attachment
List of Attached Documents:
// Content
20,953,836
20,084,496
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).......... 29,138,818 Click to see attachment
List of Attached Documents:
// Content
29,116,372
37,815,655
14 Land, buildings, and equipment: basis right arrow281,902
Less: accumulated depreciation (attach schedule) right arrow89,318 223,203 Click to see attachment
List of Attached Documents:
// Content
192,584
192,584
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
732,670
Click to see attachment
List of Attached Documents:
// Content
1,314,072
Click to see attachment
List of Attached Documents:
// Content
1,314,072
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 200,236,459 195,569,602 621,174,921
Liabilities 17 Accounts payable and accrued expenses.......... 181,576 140,079
18 Grants payable................. 294,000 25,000
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) Click to see attachment
List of Attached Documents:
// Content
6,148,207
Click to see attachment
List of Attached Documents:
// Content
6,679,402
23 Total liabilities (add lines 17 through 22)......... 6,623,783 6,844,481
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........... 193,612,676 188,725,121
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 193,612,676 188,725,121
30 Total liabilities and net assets/fund balances (see instructions). 200,236,459 195,569,602
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
193,612,676
2
Enter amount from Part I, line 27a .....................
2
-4,887,555
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
188,725,121
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
188,725,121
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 PUBLICLY TRADED SECURITIES P    
b HCA HEALTHCARE, INC. (STOCK GRANT IN EXCESS OF BASIS) D 1982-04-19 2024-02-06
c HCA HEALTHCARE, INC. (STOCK GRANT IN EXCESS OF BASIS) D 1982-04-19 2024-07-30
d BAIN CAPITAL ASIA II FUND, LP P 2004-06-24 2024-12-31
e BAIN CAPITAL EUROPE FUND IV, LP P 2004-06-24 2024-12-31
BAIN CAPITAL FUND XI, LP P 2017-12-11 2024-12-31
BAIN CAPITAL FUND XII, L.P. P 2017-06-30 2024-12-31
BPG INVESTORS, L.P. P 2017-06-08 2024-12-31
KKR GLOBAL FAMILY INVESTMENT PARTNERSHIP, LP P 2004-06-24 2024-12-31
MT KELLETT CAPITAL PARTNERS II ACCESS, LP - LIQUIDATION P 2004-06-24 2024-12-31
WEST STREET CAPITAL PARTNERS VII-PARALLEL, L.P. P 2017-12-11 2024-12-31
WEST STREET CAPITAL PARTNERS VIII-PARALLEL, L.P. P 2020-10-28 2024-12-31
GS PETERSHILL II OFFSHORE LP P 2017-12-11 2024-12-31
NEW MOUNTAIN PARTNERS VI ACCESS OFFSHORE SCSP P 2021-03-01 2024-12-31
TREMONT LITIGATION SETTLEMENT FUNDS P 2011-02-03 2024-12-31
GS PRIVATE EQUITY CO-INVESTMENT PARTNERS OFFSHORE SCSP P 2014-12-29 2024-12-31
SHEPHERD INVESTMENTS INTERNATIONAL LTD P 2004-06-24 2024-12-31
TPG TECH ADJACENCIES ACCESS OFFSHORE LP P 2018-11-19 2024-12-31
GS VINTAGE FUND IV OFFSHORE, LP P 2012-12-24 2024-12-31
GLOBAL PRIVATE OPPORTUNITIES PARTNERS II OFFSHORE SCSP P 2016-04-21 2024-12-31
INSIGHT VENTURE PARTNERS X ACCESS OFFSHORE LP P 2017-05-24 2024-12-31
DST OPPORTUNITIES II ACCESS OFFSHORE LP P 2018-08-24 2024-12-31
GS PRIVATE EQUITY CO-INVESTMENT PARTNERS II OFFSHORE SCSP P 2019-03-28 2024-12-31
GS VINTAGE FUND VIII B OFFSHORE, LP P 2019-06-12 2024-12-31
GS VINTAGE FUND VII, OFFSHORE, LP P 2016-08-31 2024-12-31
GS PRIVATE EQUITY CO-INVESTMENT PARTNERS III OFFSHORE SCSP P 2021-10-14 2024-12-31
ARES DIRECT LENDING OPPORTUNITIES ACCESS PARALLEL LLC P 2021-11-02 2024-12-31
DST OPPORTUNITIES V ACCESS OFFSHORE LP P 2021-12-17 2024-12-31
FIDELIS INVESTORS OFFSHORE LP - LIQUIDATION P 2015-06-01 2024-12-31
ARES SPECIAL OPPORTUNITIES ACCESS OFFSHORE LP P 2019-12-10 2024-12-31
H.I.G. PRIVATE EQUITY OPPORTUNITIES ACCESS OFFSHORE, LP P 2024-05-24 2024-12-31
TPG TECH II ADJACENCIES ACCESS OFFSHORE LP P 2022-03-10 2024-12-31
LPG EQUITY INVESTORS IX ACCESS P 2023-08-04 2024-12-31
SILVER POINT DISTRESSED OPPORTUNITIES ACCESS OFFSHORE LP P 2018-03-16 2024-12-31
ARES SPECIAL OPPORTUNITIES II ACCESS OFFSHORE LP P 2022-06-09 2024-12-31
BAIN CAPITAL TECH OPPORTUNITIES FUND, LP P 2020-12-21 2024-12-31
BAIN CAPITAL FUND XIII, L.P. P 2021-04-15 2024-12-31
SILVER POINT DOIP II ACCESS OFFSHORE LP P 2024-05-20 2024-12-31
VOLTA INVESTMENTS, SLP P 2021-06-03 2024-12-31
SPDR S&P 500 ETF (STOCK GRANT IN EXCESS OF BASIS) P 2009-09-19 2024-07-30
MADOFF VICTIM FUND P 2011-02-03 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 67,999,924   59,063,825 8,936,099
b 6,452,457   6,452,457 0
c 23,547,632   23,547,632 0
d 117,570     117,570
e 320,902     320,902
280     280
492,099     492,099
    15,552 -15,552
186,051     186,051
236,380   238,598 -2,218
    259,682 -259,682
    71,535 -71,535
64,186     64,186
4,546   2,208 2,338
33,954     33,954
670,690   121,851 548,839
6,523     6,523
334,418   183,507 150,911
50,000   28,000 22,000
21,104   21,104 0
392,709   104,385 288,324
820,985   255,876 565,109
1,050,249   353,540 696,709
484,814   259,160 225,654
699,182   465,834 233,348
154,301   71,263 83,038
12,706     12,706
4,667     4,667
4,523     4,523
1,454,393   1,532,444 -78,051
1,403     1,403
118,648   27,161 91,487
38,624   38,624 0
1,039,562   1,025,392 14,170
56,083     56,083
260,875     260,875
88,539   2,712 85,827
3,563     3,563
    333,800 -333,800
1,357,325   1,357,325 0
209,946     209,946
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       8,936,099
b       0
c       0
d       117,570
e       320,902
      280
      492,099
      -15,552
      186,051
      -2,218
      -259,682
      -71,535
      64,186
      2,338
      33,954
      548,839
      6,523
      150,911
      22,000
      0
      288,324
      565,109
      696,709
      225,654
      233,348
      83,038
      12,706
      4,667
      4,523
      -78,051
      1,403
      91,487
      0
      14,170
      56,083
      260,875
      85,827
      3,563
      -333,800
      0
      209,946
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 12,958,346
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 324,531
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........................... 3 324,531
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- ..... 5 324,531
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 297,496
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 125,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 422,496
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 97,965
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow97,965 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowTN
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.FRISTFOUNDATION.ORG
14
The books are in care ofright arrowTHE FRIST FOUNDATION Telephone no.right arrow (615) 292-3868

Located atright arrow3100 WEST END AVE SUITE 1050NASHVILLETN ZIP+4right arrow37203
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)
Yes
 
(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
 
No
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
PATRICIA FRIST ELCAN PRESIDENT AND CHAIRMAN
1.00
0 0 0
3100 WEST END AVE SUITE 1050
NASHVILLE,TN37203
CHARLES ELCAN DIRECTOR
1.00
0 0 0
3100 WEST END AVE SUITE 1050
NASHVILLE,TN37203
JENNIFER FRIST DIRECTOR
1.00
0 0 0
3100 WEST END AVE SUITE 1050
NASHVILLE,TN37203
JULIE FRIST DIRECTOR
1.00
0 0 0
3100 WEST END AVE SUITE 1050
NASHVILLE,TN37203
THOMAS F FRIST JR DIRECTOR EMERITUS
1.00
0 0 0
3100 WEST END AVE SUITE 1050
NASHVILLE,TN37203
THOMAS F FRIST III DIRECTOR
1.00
0 0 0
3100 WEST END AVE SUITE 1050
NASHVILLE,TN37203
WILLIAM R FRIST DIRECTOR
1.00
0 0 0
3100 WEST END AVE SUITE 1050
NASHVILLE,TN37203
LAUREN ELCAN INGRAM DIRECTOR
1.00
0 0 0
3100 WEST END AVE SUITE 1050
NASHVILLE,TN37203
CORINNE BERGERON EXECUTIVE DIRECTOR AND CEO
40.00
300,000 53,320 0
3100 WEST END AVE SUITE 1050
NASHVILLE,TN37203
COLETTE EASTER TREASURER
30.00
101,521 26,833 0
3100 WEST END AVE SUITE 1050
NASHVILLE,TN37203
ANNE REEVES AXE SECRETARY
40.00
84,000 28,219 0
3100 WEST END AVE SUITE 1050
NASHVILLE,TN37203
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
JULIA LIN DIRECTOR OF FINANCE
40.00
126,000 19,899 0
3100 WEST END AVE SUITE 1050
NASHVILLE,TN37203
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
FMC CPAS PLLC AUDIT, ACCTG, & TAX 63,425
3100 WEST END AVENUE - SUITE 700
NASHVILLE,TN37203
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
676,990,053
b
Average of monthly cash balances.......................
1b
4,451,398
c
Fair market value of all other assets (see instructions)................
1c
1,290,186
d
Total (add lines 1a, b, and c).........................
1d
682,731,637
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
682,731,637
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
10,240,975
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
672,490,662
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
33,624,533
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
33,624,533
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
324,531
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
324,531
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
33,300,002
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
33,300,002
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
33,300,002
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
59,166,123
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
59,166,123
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 33,300,002
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 23,362,078
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 59,166,123
a Applied to 2023, but not more than line 2a 23,362,078
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..... 33,300,002
e Remaining amount distributed out of corpus 2,504,043
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,504,043
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
2,504,043
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.... 2,504,043
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
THE FRIST FOUNDATION
3100 WEST END AVE SUITE 1050
NASHVILLE,TN37203
(615) 292-3868
bThe form in which applications should be submitted and information and materials they should include:
WHILE THERE ARE NO DEADLINES ON GENERAL GRANT APPLICATIONS, LARGER GRANTS ARE TYPICALLY APPROVED AT BOARD MEETINGS TAKING PLACE IN JANUARY, APRIL, JULY AND OCTOBER. DEPENDING ON THE TIMING OF SUBMISSION OF A GRANT APPLICATION, IT COULD TAKE AS LONG AS THREE MONTHS FOR GRANT APPROVAL. APPLICANTS MAY OBTAIN INFORMATION NEEDED TO APPLY FOR A GRANT AT OUR WEBSITE: WWW.FRISTFOUNDATION.ORG.
cAny submission deadlines:
GENERAL GRANTS ARE GIVEN THROUGHOUT THE YEAR. THERE ARE NO DEADLINES ON GENERAL GRANT APPLICATIONS.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
FOR LEGAL REASONS, THE FOUNDATION DOES NOT SUPPORT INDIVIDUALS OR THEIR PROJECTS, PRIVATE FOUNDATIONS, POLITICAL ACTIVITIES, ADVERTISING OR SPONSORSHIPS. AS A MATTER OF POLICY, THE FOUNDATION DOES NOT ORDINARILY SUPPORT: *OPERATIONAL OR PROGRAMMATIC EXPENSES, INCLUDING SALARIES. *ENDOWMENT OR SCHOLARSHIP FUNDING. *EVENT SPONSORSHIPS. *INDIVIDUAL SCHOOLS. *HOSPITALS OR NURSING HOMES. *RELIGIOUS ORGANIZATIONS FOR RELIGIOUS PURPOSES. *STATEWIDE INITIATIVES.
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

AMERICAN CANCER SOCIETY OF NASHVILLE

PO BOX 332047
NASHVILLE,TN37203
N/A PC HOPE LODGE SUPPORT DIRECTED BY TRISHA ELCAN 5,000

AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY

1789 MASSACHUSETTS AVENUE NW
WASHINGTON,DC20036
N/A PC GENERAL SUPPORT DIRECTED BY CHUCK ELCAN 25,000

AMERICAN PRAIRIE

PO BOX 908
BOZEMAN,MT59771
N/A PC GENERAL SUPPORT DIRECTED BY TRISHA ELCAN 5,000

AMERICAN RED CROSS OF NASHVILLE

2201 CHARLOTTE AVENUE
NASHVILLE,TN37203
N/A PC TIFFANY CIRCLE SUPPORT DIRECTED BY JENNIFER FRIST 10,000

ASMT INC (AUTISM TENNESSEE)

955 WOODLAND ST
NASHVILLE,TN37206
N/A PC EMPLOYMENT PROGRAM SUPPORT DIRECTED BY BILLY AND JENNIFER FRIST 5,000

AUTISM SOCIETY OF AMERICA

6110 EXECUTIVE BOULEVARD SUITE 305
ROCKVILLE,MD20852
N/A PC GENERAL SUPPORT DIRECTED BY JENNIFER AND BILLY FRIST 25,000

AUTISM SPEAKS

PO BOX 37148
BOONE,IA500370148
N/A PC GENERAL SUPPORT DIRECTED BY JENNIFER AND BILLY FRIST 25,000

BE THE MATCH FOUNDATION

500 N 5TH ST
MINNEAPOLIS,MN554011206
N/A PC GENERAL SUPPORT DIRECTED BY CHUCK ELCAN 10,000

BELMONT UNIVERSITY

1900 BELMONT BLVD
NASHVILLE,TN372123758
N/A PC IN MEMORY OF JOSEPH VANCE RUSSELL, DIRECTED BY JULIE AND TOMMY FRIST 10,000

BOOK'EM

161 RAINS AVENUE
NASHVILLE,TN37203
N/A PC SUPPORT FOR A VOLUNTEER MANAGEMENT SYSTEM 10,000

BRIGHTSTONE INC

PO BOX 682966
FRANKLIN,TN37068
N/A PC GENERAL SUPPORT DIRECTED BY JENNIFER AND BILLY FRIST 10,000

CAFE MOMENTUM NASHVILLE

4636 LEBANON PIKE 168
HERMITAGE,TN37076
N/A PC SUPPORT FOR CAFE MOMENTUM TO TRANSITION FROM NATIONAL ORGANIZATION 25,000

CENTER FOR NONPROFIT MANAGEMENT

1610 54TH AVE N SUITE 225
NASHVILLE,TN37209
N/A PC IMPLEMENTATION OF STRATEGIC PLAN 25,000

CHARITY WATER

PO BOX 5026
HAGERSTOWN,MD21741
N/A PC GENERAL SUPPORT DIRECTED BY JULIE AND TOMMY FRIST 50,000

CHEEKWOOD

1200 FORREST PARK DRIVE
NASHVILLE,TN37205
N/A PC SUPPORT FOR MAINTENANCE OF THE FRIST LEARNING CENTER 115,000

CHEEKWOOD

1200 FORREST PARK DRIVE
NASHVILLE,TN37205
N/A PC GENERAL SUPPORT DIRECTED BY JENNIFER AND BILLY FRIST 10,000

CHRIST CHURCH CATHEDRAL

900 BROADWAY
NASHVILLE,TN37203
N/A PC GENERAL SUPPORT MATCHING THE GIFT OF JULIA LIN 3,000

COMMUNITY CARE FELLOWSHIP

PO BOX 60068
NASHVILLE,TN372060068
N/A PC GENERAL SUPPORT DIRECTED BY LAUREN ELCAN INGRAM 5,000

COMMUNITY FOUNDATION OF MIDDLE TENNESSEE

3421 BELMONT BOULEVARD
NASHVILLE,TN37215
N/A PC OPERATING SUPPORT FOR GIVING MATTERS 30,000

COMMUNITY FOUNDATION OF MIDDLE TENNESSEE

3421 BELMONT BOULEVARD
NASHVILLE,TN37215
N/A PC SUPPORT FOR NASHVILLE'S AGENDA FOR 2024 5,000

COMMUNITY FOUNDATION OF MIDDLE TENNESSEE

3421 BELMONT BOULEVARD
NASHVILLE,TN37215
N/A PC THREE YEARS OF OPERATING SUPPORT FOR THE NASHVILLE EARLY EDUCATION COALITION 150,000

COMMUNITY FOUNDATION OF MIDDLE TENNESSEE

3421 BELMONT BOULEVARD
NASHVILLE,TN37215
N/A PC SUPPORT FOR THE NATIONAL VIBRANT CONFERENCE AND DIRECTED TO THE VOAD LEADERSHIP FUND 10,000

COMMUNITY FOUNDATION OF MIDDLE TENNESSEE

3421 BELMONT BOULEVARD
NASHVILLE,TN37215
N/A PC VOAD SUPPORT FOR 2024 25,000

COMMUNITY FOUNDATION OF MIDDLE TENNESSEE

3421 BELMONT BOULEVARD
NASHVILLE,TN37215
N/A PC TO SUPPORT THE LAUNCH OF THE NASHVILLE EARLY EDUCATION COALITION (NEEC) 5,000,000

COMMUNITY FOUNDATION OF MIDDLE TENNESSEE

3421 BELMONT BOULEVARD
NASHVILLE,TN37215
N/A PC SUPPORT FOR VOICES FOR A SAFER TN COMMUNITY EDUCATION FUND, DIRECTED BY LAUREN ELCAN 5,000

COMMUNITY RESOURCE CENTER

218 OMOHUNDRO PLACE
NASHVILLE,TN372102204
N/A PC EMERGENCY RESPONSE - 2023 TORNADOES 25,000

COMMUNITY RESOURCE CENTER

218 OMOHUNDRO PLACE
NASHVILLE,TN372102204
N/A PC OPERATING SUPPORT FOR 2024 75,000

CONEXION AMERICAS

2195 NOLENSVILLE PIKE
NASHVILLE,TN37211
N/A PC OPERATING SUPPORT FOR 2024 20,000

CORNER TO CORNER

PO BOX 60646
NASHVILLE,TN37206
N/A PC SUPPORT FOR THE 37208 FUND 25,000

CORNER TO CORNER

PO BOX 60646
NASHVILLE,TN37206
N/A PC SUPPORT FOR TECHNOLOGY WORK WITH NASHVILLE ANALYTICS 105,000

COUNCIL ON FOUNDATIONS

1255 23RD STREET NW SUITE 200
WASHINGTON,DC20037
N/A PC GENERAL SUPPORT FOR 2024 15,000

CUL2VATE

PO BOX 2806
BRENTWOOD,TN37024
N/A PC CAPITAL SUPPORT TO COMPLETE ONSITE TRAINING KITCHEN 25,000

CUMBERLAND HEIGHTS FOUNDATION

PO BOX 90727
NASHVILLE,TN372090727
N/A PC GENERAL SUPPORT DIRECTED BY JULIE AND TOMMY FRIST 5,000

CURREY INGRAM ACADEMY

6544 MURRAY LANE
BRENTWOOD,TN370275515
N/A PC ANNUAL FUND SUPPORT DIRECTED BY JENNIFER AND BILLY FRIST 10,000

CYSTIC FIBROSIS FOUNDATION

4550 MONTGOMERY AVE SUITE 1100 N
BETHESDA,MD20814
N/A PC GENERAL SUPPORT DIRECTED BY TRISHA ELCAN 5,000

DELTA WATERFOWL FOUNDATION

1312 BASIN AVE
BISMARCK,ND58504
N/A PC GENERAL SUPPORT DIRECTED BY CHUCK ELCAN 100,000

DYMON IN THE ROUGH

PO BOX 330816
NASHVILLE,TN37203
N/A PC SUPPORT FOR STRATEGIC DEVELOPMENT AND CAPACITY BUILDING CONSULTANTS 18,000

ENSWORTH SCHOOL

7401 HIGHWAY 100
NASHVILLE,TN37221
N/A PC ANNUAL FUND SUPPORT DIRECTED BY JENNIFER AND BILLY FRIST 25,000

ENSWORTH SCHOOL

7401 HIGHWAY 100
NASHVILLE,TN37221
N/A PC GENERAL SUPPORT DIRECTED BY LAUREN ELCAN INGRAM 20,000

FANNIE BATTLE DAY HOME

108 CHAPEL AVENUE
NASHVILLE,TN37206
N/A PC OPERATING SUPPORT 25,000

FATHER RYAN HIGH SCHOOL

700 NORWOOD DRIVE
NASHVILLE,TN372043500
N/A PC GENERAL SUPPORT DIRECTED BY CHUCK ELCAN 3,000

FIRST STEPS INC

1900 GRAYBAR LANE
NASHVILLE,TN37215
N/A PC SUPPORT FOR SAFETY IMPROVEMENTS AND WAITLIST SOFTWARE 13,000

FRIENDS LIFE

4414 GRANNY WHITE PIKE
NASHVILLE,TN37204
N/A PC CAPITAL INVESTMENTS 200,000

FRIENDS OF WARNER PARKS INC

50 VAUGHN ROAD
NASHVILLE,TN37221
N/A PC GENERAL SUPPORT DIRECTED BY LAUREN ELCAN INGRAM 20,000

FRIENDS OF WARNER PARKS INC

50 VAUGHN ROAD
NASHVILLE,TN37221
N/A PC SUPPORT FOR RENOVATION AND EXPANSION OF WARNER PARKS HEADQUARTERS 250,000

FRIENDS OF WARNER PARKS INC

50 VAUGHN ROAD
NASHVILLE,TN37221
N/A PC SUPPORT FOR RENOVATION AND EXPANSION OF WARNER PARKS HEADQUARTERS 700,000

FRIENDS OF WARNER PARKS INC

50 VAUGHN ROAD
NASHVILLE,TN37221
N/A PC GENERAL SUPPORT DIRECTED BY LAUREN ELCAN INGRAM 20,000

FRIST ART MUSEUM

919 BROADWAY
NASHVILLE,TN37203
N/A PC ANNUAL OPERATING GIFT 115,881

FRIST ART MUSEUM

919 BROADWAY
NASHVILLE,TN37203
N/A PC CAPITAL SUPPORT 1,100,000

FRIST ART MUSEUM

919 BROADWAY
NASHVILLE,TN37203
N/A PC GENERAL SUPPORT DIRECTED BY LAUREN ELCAN INGRAM 10,000

FRIST ART MUSEUM

919 BROADWAY
NASHVILLE,TN37203
N/A PC ANNUAL OPERATING GIFT 6,452,457

GIRL SCOUTS OF MIDDLE TENNESSEE

4522 GRANNY WHITE PIKE
NASHVILLE,TN37204
N/A PC SUPPORT FOR STRATEGIC PLANNING WITH CLOVER ADVISORY 10,000

GIVE AND GO

493 PARMLEY DRIVE
NASHVILLE,TN37207
N/A PC SUPPORT FOR TEARING DOWN THE WALLS CONFERENCE FOR INDEPENDENT SCHOOLS DIRECTED GIFT 50,000

GOLDMAN SACHS PHILANTHROPY FUND

P O BOX 15203
ALBANY,NY122125203
N/A PC FRIST FOUNDATION DONOR ADVISED FUND GIFT 23,547,632

GOLDMAN SACHS PHILANTHROPY FUND

P O BOX 15203
ALBANY,NY122125203
N/A PC FRIST FOUNDATION DONOR ADVISED FUND GIFT 1,357,325

GOOD SHEPHERD NEW YORK

440 W 21ST ST
NEW YORK,NY10011
N/A PC MATCHING THE GIFTS OF COLETTE EASTER 2,900

HABITAT FOR HUMANITY OF GREATER NASHVILLE

414 HARDING PLACE SUITE 100
NASHVILLE,TN37211
N/A PC CAPITAL SUPPORT FOR BELLA TERRA COMMUNITY IN ANTIOCH 3,000,000

HANDS ON NASHVILLE

2525 PERIMETER PLACE DRIVE SUITE
121
NASHVILLE,TN37214
N/A PC EMERGENCY RESPONSE - 2023 TORNADOES 25,000

HARPETH CONSERVANCY

PO BOX 1127
FRANKLIN,TN37065
N/A PC GENERAL SUPPORT DIRECTED BY LAUREN ELCAN INGRAM 1,500

HARVARD BUSINESS SCHOOL

P O BOX 412275
BOSTON,MA022412275
N/A PC ANNUAL FUND SUPPORT DIRECTED BY JENNIFER AND BILLY FRIST 50,000

HIMALAYAN CATARACT PROJECT

PO BOX 863
NORWICH,VT050550863
N/A PC GENERAL SUPPORT DIRECTED BY JULIE AND TOMMY FRIST 25,000

HOPE FAMILY HEALTH SERVICES

1124 NEW HIGHWAY 52 EAST
WESTMORELAND,TN37186
N/A PC GENERAL SUPPORT DIRECTED BY LAUREN ELCAN INGRAM 5,000

INSPIRITUS

PO BOX 60597
NASHVILLE,TN37206
N/A PC SUPPORT FOR PROGRAMMING, OPERATIONAL CAPACITY NEEDS FOR SENIOR HOUSING EXPANSION 300,000

INTERFAITH DENTAL CLINIC

600 HILL AVE SUITE 101
NASHVILLE,TN37210
N/A PC SUPPORT FOR FACILITY UPGRADES TO ADDRESS SECURITY CONCERNS 45,000

JAMES B LEE JR SCHOLARSHIP FUND

PO BOX 1366
SOUTHAMPTON,NY11969
N/A PC GENERAL SUPPORT DIRECTED BY JULIE AND TOMMY FRIST 5,000

JDRF

105 WESTPARK DRIVE 415
BRENTWOOD,TN37027
N/A PC SUPPORT FOR JDRF PROMISE GALA IN HONOR OF CHARLIE KITCHEN, DIRECTED BY JULIE AND TOMMY FRIST 5,000

JEFFERSON SCHOLARS FOUNDATION

112 CLARKE CT
CHARLOTTESVILLE,VA22903
N/A PC GENERAL SUPPORT DIRECTED BY TRISHA AND CHUCK ELCAN 5,000

JUSTICE FOR OUR NEIGHBORS

2195 NOLENSVILLE ROAD
NASHVILLE,TN37211
N/A PC SUPPORT FOR EMPLOYEE RESILIENCE AND QUARTERLY DAY-LONG STAFF RESILIENCE SESSIONS 25,000

KIPP ACADEMY NASHVILLE

PO BOX 78126
NASHVILLE,TN372078126
N/A PC GENERAL SUPPORT DIRECTED BY JULIE AND TOMMY FRIST 50,000

LAND TRUST FOR TENNESSEE INC

PO BOX 41027
NASHVILLE,TN372041027
N/A PC GENERAL SUPPORT DIRECTED BY LAUREN ELCAN INGRAM 5,000

LEADERSHIP NASHVILLE FOUNDATION

222 2ND AVE S 2410
NASHVILLE,TN37201
N/A PC OPERATING SUPPORT FOR 2024 12,000

LEADERSHIP NASHVILLE FOUNDATION

222 2ND AVE S 2410
NASHVILLE,TN37201
N/A PC ANNUAL SUPPORT DIRECTED BY JENNIFER AND BILLY FRIST 5,000

LIPSCOMB UNIVERSITY

3901 GRANNY WHITE PIKE
NASHVILLE,TN372043951
N/A PC IDEAL PROGRAM SUPPORT DIRECTED BY JENNIFER AND BILLY FRIST 10,000

LYMPHOMA RESEARCH FOUNDATION

88 PINE STREET SUITE 2400
NEW YORK,NY10005
N/A PC GENERAL SUPPORT DIRECTED BY TRISHA AND CHUCK ELCAN 81,000

LYMPHOMA RESEARCH FOUNDATION

88 PINE STREET SUITE 2400
NEW YORK,NY10005
N/A PC GENERAL SUPPORT DIRECTED BY CHUCK ELCAN 50,000

MD ANDERSON CANCER CENTER

PO BOX 4486
HOUSTON,TX772104486
N/A PC GENERAL SUPPORT DIRECTED BY TRISHA AND CHUCK ELCAN 62,000

METRO NASHVILLE PARKS FOUNDATION

PO BOX 196340
NASHVILLE,TN372196340
N/A PC SUPPORT FOR FRIENDS OF MCCABE PARK, DIRECTED BY LAUREN ELCAN INGRAM 2,500

METRO NASHVILLE PARKS FOUNDATION

PO BOX 196340
NASHVILLE,TN372196340
N/A PC SUPPORT FOR FRIENDS OF MCCABE PARK DIRECTED BY LAUREN ELCAN INGRAM 1,500

MOSAIC INSTITUTE DBA MOSAIC CHANGEMAKERS

PO BOX 90221
NASHVILLE,TN37209
N/A PC OPERATING SUPPORT FOR 2024 10,000

NASHVILLE ADULT LITERACY COUNCIL

4805 PARK AVENUE SUITE 115
NASHVILLE,TN37209
N/A PC CAPACITY BUILDING SUPPORT 75,000

NASHVILLE CIVIC DESIGN CENTER

138 SECOND AVE N SUITE 106
NASHVILLE,TN37201
N/A PC SUPPORT FOR THE 2024 HOLIDAY MARKET AT KOSSIE GARDNER PARK 12,500

NASHVILLE FOOD PROJECT

5904 CALIFORNIA AVENUE
NASHVILLE,TN37209
N/A PC OPERATING SUPPORT FOR 2024 20,000

NASHVILLE HUMANE ASSOCIATION

213 OCEOLA AVENUE
NASHVILLE,TN37209
N/A PC GENERAL SUPPORT DIRECTED BY JENNIFER AND BILLY FRIST 10,000

NASHVILLE HUMANE ASSOCIATION

213 OCEOLA AVENUE
NASHVILLE,TN37209
N/A PC GENERAL SUPPORT DIRECTED BY JULIE AND TOMMY FRIST 5,000

NASHVILLE PUBLIC LIBRARY FOUNDATION

615 CHURCH STREET
NASHVILLE,TN372192314
N/A PC SUPPORT FOR THE BEGIN BRIGHT PROGRAM 5,000,000

NASHVILLE PUBLIC LIBRARY FOUNDATION

615 CHURCH STREET
NASHVILLE,TN372192314
N/A PC BEGIN BRIGHT SUPPORT DIRECTED BY LAUREN ELCAN INGRAM 7,500

NASHVILLE SHAKESPEARE FESTIVAL

161 RAINS AVENUE
NASHVILLE,TN37203
N/A PC SUPPORT FOR STRATEGIC PLANNING WITH JEFFREY TAKIUE, EMPOWER CONSULTING 10,000

NASHVILLE SOFTWARE SCHOOL

301 PLUS PARK BLVD STE 300
NASHVILLE,TN37217
N/A PC SUPPORT TO PURCHASE LIGHTCAST FOR ONE YEAR 12,000

NASHVILLE SOFTWARE SCHOOL

301 PLUS PARK BLVD STE 300
NASHVILLE,TN37217
N/A PC GENERAL SUPPORT DIRECTED BY LAUREN ELCAN INGRAM 2,000

NASHVILLE SYMPHONY ASSOCIATION

ONE SYMPHONY PLACE
NASHVILLE,TN37201
N/A PC GENERAL SUPPORT DIRECTED BY JULIE AND TOMMY FRIST 5,000

NASHVILLE SYMPHONY ASSOCIATION

ONE SYMPHONY PLACE
NASHVILLE,TN37201
N/A PC GENERAL SUPPORT DIRECTED BY JULIE AND TOMMY FRIST 5,000

NATIONAL CENTER FOR FAMILY PHILANTHROPY

1667 K ST NW SUITE 550
WASHINGTON,DC20006
N/A PC GENERAL SUPPORT FOR 2024 10,000

NEEDLINK NASHVILLE

1600 56TH AVE N
NASHVILLE,TN37209
N/A PC OPERATING SUPPORT FOR 2024 60,000

NORTH NASHVILLE ARTS COALITION

3879 LUNN DRIVE
NASHVILLE,TN37218
N/A PC SUPPORT FOR THE NORTH NASHVILLE CULTURE CRAWL 20,000

NORTH NASHVILLE ARTS COALITION

3879 LUNN DRIVE
NASHVILLE,TN37218
N/A PC SUPPORT FOR PLANNING AND CAPACITY-BUILDING 25,000

OASIS CENTER

1704 CHARLOTTE AVENUE SUITE 200
NASHVILLE,TN37203
N/A PC OPERATING SUPPORT FOR 2024 25,000

OHOOPEE MATCH CLUB FOUNDATION

275 BEAVER CREEK FARM ROAD
COBBTOWN,GA30420
N/A PC GENERAL SUPPORT DIRECTED BY JULIE AND TOMMY FRIST 10,000

ON COURSE FOUNDATION

7812 PALM PARKWAY
ORLANDO,FL32836
N/A PC THE SIMPSON CUP SUPPORT, DIRECTED BY JULIE AND TOMMY FRIST 10,000

ONE LOVE FOUNDATION

PO BOX 69589
BALTIMORE,MD212649589
N/A PC GENERAL SUPPORT DIRECTED BY JULIE AND TOMMY FRIST 20,000

PARK CENTER

181 NORTH 1ST STREET
NASHVILLE,TN372131102
N/A PC GENERAL SUPPORT DIRECTED BY LAUREN ELCAN INGRAM 5,000

PENCIL FOUNDATION

7199 COCKRILL BEND BLVD
NASHVILLE,TN37209
N/A PC SUPPORT FOR REIMAGINING COMMUNITY SPACES MNPS DIRECTED BY TRISHA AND CHUCK ELCAN 30,000

PENCIL FOUNDATION

7199 COCKRILL BEND BLVD
NASHVILLE,TN37209
N/A PC STRATEGIC PLANNING 18,000

PET COMMUNITY CENTER

943-B DR RICHARD G ADAMS DR
NASHVILLE,TN37207
N/A PC GENERAL SUPPORT DIRECTED BY JENNIFER AND BILLY FRIST 5,000

PHILANTHROPY SOUTHEAST

100 PEACHTREE ST NW SUITE 2080
ATLANTA,GA30303
N/A PC GENERAL SUPPORT FOR 2024 10,920

PHILANTHROPY SOUTHEAST

100 PEACHTREE ST NW SUITE 2080
ATLANTA,GA30303
N/A PC MIDDLE TENNESSEE DONORS FORUM SUPPORT FOR 2024 20,000

PHILANTHROPY SOUTHEAST

100 PEACHTREE ST NW SUITE 2080
ATLANTA,GA30303
N/A PC SUPPORT FOR THE ANNUAL CONFERENCE IN NASHVILLE NOV 13-15 10,000

PLANNED PARENTHOOD OF TENNESSEE AND NORTH MISSISSIPPI

50 VANTAGE WAY SUITE 102
NASHVILLE,TN37228
N/A PC GENERAL SUPPORT DIRECTED BY LAUREN ELCAN INGRAM 25,000

PRECISION INSTITUTE

TWO RIGHTER PARKWAY SUITE 215
WILMINGTON,DE19803
N/A PC GENERAL SUPPORT DIRECTED BY JENNIFER AND BILLY FRIST 50,000

PRESTON TAYLOR MINISTRIES

PO BOX 90442
NASHVILLE,TN372090442
N/A PC SUPPORT FOR CONTINUED PARTNERSHIP WITH PETRA COACH 25,000

PRINCETON UNIVERSITY

P O BOX 5357
PRINCETON,NJ085435357
N/A PC CLASS OF 1993 ANNUAL FUND DIRECTED BY BILLY FRIST 25,000

PRINCETON UNIVERSITY

P O BOX 5357
PRINCETON,NJ085435357
N/A PC SUPPORT FOR DEPARTMENT OF ANTHROPOLOGY, AS DIRECTED BY LAUREN ELCAN INGRAM 20,000

PRINCETON UNIVERSITY

P O BOX 5357
PRINCETON,NJ085435357
N/A PC ANNUAL GIVING DIRECTED BY LAUREN ELCAN INGRAM 5,000

PRINCETON UNIVERSITY

P O BOX 5357
PRINCETON,NJ085435357
N/A PC PRINCETON GOLF SUPPORT DIRECTED BY JULIE AND TOMMY FRIST 100,000

PROJECT REDESIGN

PO BOX 159276
NASHVILLE,TN37215
N/A PC GENERAL SUPPORT DIRECTED BY JENNIFER AND BILLY FRIST 5,000

PROJECT RETURN INC

109 LAFAYETTE STREET
NASHVILLE,TN37210
N/A PC OPERATING SUPPORT FOR 2024 10,000

PROPERTY AND ENVIRONMENT RESEARCH CENTER

2048 ANALYSIS DR STE A
BOZEMAN,MT59718
N/A PC GENERAL SUPPORT DIRECTED BY TRISHA AND CHUCK ELCAN 2,500

RAISING RESILIENCE TENNESSEE

139 THOMPSON LANE
NASHVILLE,TN37211
N/A PC SUPPORT FOR ELEVATE CONSULTING EXPENSES 25,000

REBUILDING TOGETHER NASHVILLE

6101 CENTENNIAL BLVD
NASHVILLE,TN372091348
N/A PC SUPPORT FOR THE MULTIPLIER FUND 350,000

ROCKETOWN OF MIDDLE TENNESSEE

601 4TH AVE S
NASHVILLE,TN37203
N/A PC SUPPORT FOR SECURITY ENHANCEMENTS AS AN EXTENSION OF HCA/TFF SECURITY ENHANCEMENT GRANT PROGRAM 18,000

ROOFTOP FOUNDATION

108 7TH AVE S
NASHVILLE,TN372033910
N/A PC TO ESTABLISH A CASH RESERVE EXCLUSIVELY FOR REIMBURSEMENT PURPOSES 100,000

ROOM IN THE INN INC

P O BOX 25309
NASHVILLE,TN37202
N/A PC GENERAL SUPPORT DIRECTED BY LAUREN ELCAN INGRAM 15,000

SALVATION ARMY

631 DICKERSON PIKE
NASHVILLE,TN37207
N/A PC EMERGENCY RESPONSE - 2023 TORNADOES, DIRECT TO EMERGENCY DISASTER SERVICES 15,000

SECOND HARVEST FOOD BANK OF MIDDLE TENNESSEE

331 GREAT CIRCLE ROAD
NASHVILLE,TN37228
N/A PC TECHNOLOGY SUPPORT TO CREATE A DATA DASHBOARD FOR LEADERSHIP AND STAFF 100,000

SHOWER THE PEOPLE

6100 CENTENNIAL BLVD
NASHVILLE,TN37209
N/A PC SUPPORT FOR THE BUILDOUT OF A NEWLY DONATED BUS INTO A MOBILE SHOWER UNIT 25,000

SILOAM HEALTH

820 GALE LANE
NASHVILLE,TN372043012
N/A PC OPERATING SUPPORT FOR 2024 20,000

SOUTHAMPTON PLAYHOUSE

375 PARK AVENUE 6TH FLOOR
NEW YORK,NY10152
N/A PC GENERAL SUPPORT DIRECTED BY JULIE AND TOMMY FRIST 30,000

SPRING HILL COLLEGE

4000 DAUPHIN STREET
MOBILE,AL36608
N/A PC GENERAL SUPPORT DIRECTED BY CHUCK ELCAN 5,000

ST BARTHOLOMEW'S EPISCOPAL CHURCH

1900 DARBY DRIVE
FLORENCE,AL35630
N/A PC GENERAL SUPPORT MATCHING THE GIFT OF JULIA LIN 1,000

ST JUDE CHILDREN'S RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105
N/A PC GENERAL SUPPORT DIRECTED BY LAUREN ELCAN INGRAM 15,000

ST LUKE'S COMMUNITY HOUSE

5601 NEW YORK AVENUE
NASHVILLE,TN372091495
N/A PC OPERATING SUPPORT FOR 2024 - DIRECTED TO THE CHILDCARE CENTER 25,000

SUPREME COURT OF TENNESSEE

511 UNION STREET SUITE 600
NASHVILLE,TN37219
N/A PC GENERAL SUPPORT THROUGH ANSLEY FUND FOR SCALES PROGRAM EDUCATING CHILDREN ON TN JUSTICE SYSTEM 5,000

TEACH FOR AMERICA

220 ATHENS WAY SUITE 300
NASHVILLE,TN37228
N/A PC SUPPORT FOR TFA'S TEACHER TRAINING PROGRAM FOR THE FISCAL YEAR BEGINNING JUNE 1, 2024 150,000

TEACH FOR AMERICA

220 ATHENS WAY SUITE 300
NASHVILLE,TN37228
N/A PC GENERAL SUPPORT DIRECTED BY TRISHA AND CHUCK ELCAN 6,000

TENNESSEE GOLF FOUNDATION

400 FRANKLIN ROAD
FRANKLIN,TN37069
N/A PC GENERAL SUPPORT DIRECTED BY JULIE AND TOMMY FRIST 20,000

TENNESSEE IMMIGRANT AND REFUGEE RIGHTS COALITION

3310 EZELL ROAD
NASHVILLE,TN37211
N/A PC EMERGENCY RESPONSE - 2023 TORNADOES 20,000

TENNESSEE JUSTICE CENTER INC

211 7TH AVE N SUITE 100
NASHVILLE,TN372191871
N/A PC ADDITIONAL SUPPORT TOWARD THE ONGOING CAPITAL CAMPAIGN 250,000

TENNESSEE NONPROFIT NETWORK

66 S COOPER STREET 5TH FLOOR
MEMPHIS,TN38104
N/A PC SUPPORT FOR LEARNING COHORT ON BOARD GOVERNANCE BEST PRACTICES FOR UP TO 20 DAVIDSON COUNTY NFPS 25,000

THE COLLEGE FOUNDATION OF THE UNIVERSITY OF VIRGINIA

PO BOX 37963
BOONE,IA50037
N/A PC GENERAL SUPPORT DIRECTED BY TRISHA AND CHUCK ELCAN 10,000

THE HCA HOPE FUND

ONE PARK PLAZA
NASHVILLE,TN37203
N/A PC TO HOPE FUND FOR HURRICANE HELENE RELIEF 1,000,000

THE HEIMERDINGER FOUNDATION

4004 HILLSBORO PIKE SUITE 223-B
NASHVILLE,TN37215
N/A PC CAPITAL NEEDS ($100,000) AND CONSULTING SUPPORT ($25,000) 125,000

THE HEIMERDINGER FOUNDATION

4004 HILLSBORO PIKE SUITE 223-B
NASHVILLE,TN37215
N/A PC GENERAL SUPPORT DIRECTED BY CHUCK ELCAN 7,000

THE JAMES C FERRER EDUCATION FUND

200 TUCKAHOE ROAD
SOUTHAMPTON,NY11968
N/A PC GENERAL SUPPORT DIRECTED BY JULIE AND TOMMY FRIST 5,000

THE REFUGE CENTER FOR COUNSELING

103 FORREST CROSSING BLVD SUITE 102
FRANKLIN,TN37064
N/A PC CAPITAL SUPPORT 430,000

THE RETREAT

13 GOODFRIEND DRIVE
EAST HAMPTON,NY11937
N/A PC SUPPORT FOR THE ALL AGAINST ABUSE GALA DIRECTED GIFT 5,000

THE SEXUAL ASSAULT CENTER

101 FRENCH LANDING DRIVE
NASHVILLE,TN37228
N/A PC OPERATING SUPPORT FOR 2024 20,000

THE SEXUAL ASSAULT CENTER

101 FRENCH LANDING DRIVE
NASHVILLE,TN37228
N/A PC GENERAL SUPPORT DIRECTED BY LAUREN ELCAN INGRAM 10,000

THE STORE

PO BOX 128287
NASHVILLE,TN37212
N/A PC WEBSITE DESIGN, IMPLEMENTATION, ZAPIER INTEGRATION, VOLUNTEER PLATFORM AND INTEGRATION 20,000

THISTLE FARMS

5122 CHARLOTTE PIKE
NASHVILLE,TN37209
N/A PC SUPPORT FOR CAPITAL CAMPAIGN TO RENOVATE AND RECONSTRUCT HOUSING 500,000

THISTLE FARMS

5122 CHARLOTTE PIKE
NASHVILLE,TN37209
N/A PC GENERAL SUPPORT DIRECTED BY LAUREN ELCAN INGRAM 2,500

TRINITY EPISCOPAL CHURCH

PO BOX M
FLORENCE,AL35631
N/A PC GENERAL SUPPORT MATCHING THE GIFT OF JULIA LIN 1,000

UNICYCLE

6532 RADCLIFF DRIVE
NASHVILLE,TN37221
N/A PC SUPPORT FOR REBRANDING AND EXPANDING 16,000

UNITED WAY OF GREATER NASHVILLE

250 VENTURE CIRCLE
NASHVILLE,TN37228
N/A PC OPERATING SUPPORT FOR 2024, HALF COMES FROM THE ANSLEY FUND 75,000

UNITED WAY OF GREATER NASHVILLE

250 VENTURE CIRCLE
NASHVILLE,TN37228
N/A PC OPERATING SUPPORT FOR HANDS ON NASHVILLE AND GEEKCAUSE 200,000

UNITED WAY OF GREATER NASHVILLE

250 VENTURE CIRCLE
NASHVILLE,TN37228
N/A PC SUPPORT FOR RECOVERY EFFORTS IN CLARKSVILLE FOLLOWING THE DECEMBER 2023 TORNADOES 1,000,000

UNITED WAY OF GREATER NASHVILLE

250 VENTURE CIRCLE
NASHVILLE,TN37228
N/A PC SUPPORT FOR THE FAMILY COLLECTIVE 500,000

UNIVERSITY OF VIRGINIA

PO BOX 37963
BOONE,IA50037
N/A PC VIRGINIA FUND SUPPORT DIRECTED BY TRISHA AND CHUCK ELCAN 10,000

UNMANAGEABLE

PO BOX 159202
NASHVILLE,TN37215
N/A PC NORTH NASHVILLE ELDERS PROJECT 25,000

UVA FUND

PO BOX 400314
CHARLOTTESVILLE,VA22904
N/A PC JEFFERSON TRUST SUPPORT DIRECTED BY TRISHA AND CHUCK ELCAN 5,000

UVA SCHOOL OF EDUCATION AND HUMAN DEVELOPMENT FOUNDATION

405 EMMET STREET S
CHARLOTTESVILLE,VA22903
N/A PC SUPPORT FOR THE FACULTY EXCELLENCE FUND DIRECTED BY TRISHA ELCAN 100,000

VANDERBILT UNIVERSITY MEDICAL CENTER DEVELOPMENT

PO BOX 290369 525 ROYAL PARKWAY
NASHVILLE,TN37229
N/A PC WEBB OF HOPE FUND, DIRECTED BY JULIE AND TOMMY FRIST 5,000

VANDERBILT UNIVERSITY

211 KIRKLAND HALL
NASHVILLE,TN372120158
N/A PC SUPPORT FOR DEPARTMENT OF MEDICINE HEALTH AND SOCIETY DIRECTED BY LAUREN INGRAM 20,000

VILLAGE AT GLENCLIFF

2901 GLENCLIFF ROAD
NASHVILLE,TN37211
N/A PC SUPPORT FOR STAFF AND BOARD DEVELOPMENT, STRATEGIC PLANNING AND HOSPITAL PARTNERSHIPS 25,000

WALKBIKE NASHVILLE

1 S 7TH STREET
NASHVILLE,TN37206
N/A PC SUPPORT FOR CONSULTING SERVICES TO INCREASE STAFF PROFESSIONAL AND LEADERSHIP SKILLS 21,000

WALKBIKE NASHVILLE

1 S 7TH STREET
NASHVILLE,TN37206
N/A PC SUPPORT FOR STRATEGIC PLANNING WITH NOAH SPIEGEL CONSULTING 25,000

WASHINGTON UNIVERSITY IN ST LOUIS

7425 FORSYTH BOULEVARD
ST LOUIS,MO63105
N/A PC SUPPORT FOR THE DANFORTH CIRCLE CHANCELLORS FUND FOR EXCELLENCE, DIRECTED GIFT 100,000

WEST PALM GOLF COMMUNITY TRUST INC

3535 MILITARY TRAIL STE 101
JUPITER,FL33458
N/A PC SUPPORT FOR THE PARK, DIRECTED BY JULIE AND TOMMY FRIST 10,000

WESTMINSTER HOME CONNECTION

3900 WEST END AVE
NASHVILLE,TN37205
N/A PC OPERATING SUPPORT FOR 2024 25,000

YALE UNIVERSITY

PO BOX 2038
NEW HAVEN,CT065212038
N/A PC WOMEN'S GOLF SUPPORT DIRECTED BY JULIE AND TOMMY FRIST 5,000

YELLOWSTONE CLUB COMMUNITY FOUNDATION

1111 RESEARCH DRIVE UNIT B
BOZEMAN,MT59718
N/A PC GENERAL SUPPORT DIRECTED BY JULIE AND TOMMY FRIST 10,000

YMCA OF MIDDLE TENNESSEE

1000 CHURCH STREET
NASHVILLE,TN372033420
N/A PC SUPPORT FOR CAMP WIDJIWAGAN SCHOLARSHIPS 10,000

YOUNG LEADERS COUNCIL

2200 HILLSBORO ROAD SUITE 260
NASHVILLE,TN37212
N/A PC OPERATING SUPPORT FOR 2024 25,000

YOUTH ENCOURAGEMENT SERVICES

521 MCIVER STREET
NASHVILLE,TN37211
N/A PC CAPITAL INVESTMENTS 200,000

YWCA OF NASHVILLEMIDDLE TN

1608 WOODMONT BLVD
NASHVILLE,TN372151599
N/A PC OPERATING SUPPORT FOR 2024 20,000

YWCA OF NASHVILLEMIDDLE TN

1608 WOODMONT BLVD
NASHVILLE,TN372151599
N/A PC SUPPORT FOR CAPITAL UPGRADES AND RENOVATIONS OF THE WEAVER DOMESTIC VIOLENCE CENTER 3,000,000
Total .................................right arrow 3a 58,226,615
bApproved for future payment

FAMILY FOUNDATION FUND
PO BOX 2927224
NASHVILLE,TN372292724
N/A PC GENERAL SUPPORT DIRECTED BY TRISHA ELCAN 5,000

FRIST ART MUSEUM
919 BROADWAY
NASHVILLE,TN37203
N/A PC SUPPORT FOR CHAIRMAN'S DINNER, DIRECTED BY BILLY AND JENNIFER FRIST 11,000

THISTLE FARMS
5122 CHARLOTTE PIKE
NASHVILLE,TN37209
N/A PC GENERAL SUPPORT DIRECTED BY JENNIFER AND BILLY FRIST 4,000

TOMAHAWK CHARITABLE SOLUTIONS
4751 TROUSDALE DR SUITE 110
NASHVILLE,TN37220
N/A PC GENERAL SUPPORT DIRECTED BY JENNIFER AND BILLY FRIST 4,000

TOMAHAWK CHARITABLE SOLUTIONS
4751 TROUSDALE DR SUITE 110
NASHVILLE,TN37220
N/A PC GENERAL SUPPORT DIRECTED BY JENNIFER AND BILLY FRIST 1,000
Total ................................. right arrow 3b 25,000
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 ...........
    14 250,496  
4 Dividends and interest from securities ....     14 10,058,176  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 44,269,514  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 PASS-THROUGH OTHER INCOME (LOSS)
    14 1,120,000  
bK-1 PASS-THROUGH NET UNRELATED BUSINESS INCOME (LOSS) 523000 -3,142      
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -3,142 55,698,186 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
55,695,044
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE FRIST FOUNDATION
EIN:
62-1134070
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 63,425 35,750   27,675

TY 2024 GeneralExplanationAttachment
Name:
THE FRIST FOUNDATION
EIN:
62-1134070
Identifier Return Reference Explanation
EXPLANATION CONCERNING PART VI-A, LINE 12 FORM 990-PF THE FOUNDATION DISTRIBUTED $2,500 TO A DONOR-ADVISED FUND AT THE COMMUNITY FOUNDATION OF SOUTH CENTRAL KENTUCKY OVER WHICH A FOUNDATION DIRECTOR HAS ADVISORY PRIVILEGES. THIS DISTRIBUTION WAS TREATED AS A QUALIFYING DISTRIBUTION AND WAS MADE PURSUANT TO THE FOUNDATION'S BOARD DIRECTED GIFT PROGRAM FOR ITS OFFICERS AND DIRECTORS.

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE FRIST FOUNDATION
EIN:
62-1134070
Name of Bond End of Year Book Value End of Year Fair Market Value
ADOBE SYSTEMS INCORPORATED 3.25% 02/01/2025 SR LIEN 98,928 99,863
AERCAP IRELAND CAPITAL DESIGNA 3.0% 10/29/2028 USD SR LIEN 145,380 145,323
AIR PRODUCTS & CHEMICALS 1.85% 05/15/2027 USD SR LIEN 367,285 368,464
ALEXANDRIA REAL ESTATE EQUITIE 1.875% 02/01/2033 USD SR LIEN 101,733 100,170
ALEXANDRIA REAL ESTATE EQUITIE 4.75% 04/15/2035 USD SR LIEN 106,316 106,970
ALTRIA GROUP, INC. 4.8% 02/14/2029 USD SR LIEN 194,448 192,732
AMERICAN EXPRESS COMPANY HYBRID 07/27/2029 USD SR LIEN CPN 07/28/23 5.282% 359,300 359,973
AMERICAN INTERNATIONAL GROUP, 3.875% 01/15/2035 USD SR LIEN 163,750 159,822
AMERICAN TOWER CORPORATION 3.6% 01/15/2028 USD SR LIEN 132,215 120,169
AMGEN INC. 5.25% 03/02/2033 USD SR LIEN 135,514 135,058
ANHEUSER-BUSCH INBEV WOR 3.5% 06/01/2030 USD SR LIEN 64,864 60,954
AON CORP 2.8% 05/15/2030 USD SR LIEN 124,956 111,365
APPLE INC. 0.55% 08/20/2025 USD SR LIEN 204,516 200,127
APPLIED MATERIALS INC 5.1% 10/01/2035 USD SR LIEN 80,639 80,077
AT&T INC 2.95% 07/15/2026 USD SR LIEN 80,780 77,965
AT&T INC 4.25% 03/01/2027 USD SR LIEN 74,161 69,362
AUTONATION INC 4.75% 06/01/2030 USD SR LIEN 93,682 87,848
AUTOZONE INC 3.125% 04/21/2026 USD SR LIEN 124,968 122,470
B.A.T. CAPITAL CORPORATION 4.7% 04/02/2027 USD SR LIEN 159,000 158,323
BANCO SANTANDER, S.A. 3.8% 02/23/2028 USD SR LIEN 212,198 191,824
BANK OF AMERICA CORPORATION HYBRID MTN 02/07/2030 USD SER N SR LIEN CPN 02/0 81,482 80,533
BANK OF AMERICA CORPORATION HYBRID MTN 07/21/2028 USD SR LIEN CPN 07/21/17 3 33,996 32,910
BANK OF AMERICA CORPORATION MTN 4.183% 11/25/2027 USD SER L SUB LIEN 170,738 157,043
BANK OF NEW YORK MELLON CORPOR HYBRID MTN 07/26/2030 USD SR LIEN CPN 07/26/2 117,057 119,553
BANK OF NOVA SCOTIA (THE) 2.15% 08/01/2031 USD SR LIEN 87,194 87,373
BANK OF NOVA SCOTIA 5.65% 02/01/2034 USD SR LIEN 210,113 211,894
BANK OF NY MELLON CORP MTN 3.0% 10/30/2028 USD SUB LIEN 174,808 163,660
BARCLAYS PLC HYBRID 11/24/2027 USD SR LIEN CPN 11/24/21 2.279% 211,554 219,704
BELL CANADA 5.2% 02/15/2034 USD SR LIEN 145,228 144,476
BOEING COMPANY (THE) 2.196% 02/04/2026 USD SR LIEN 88,370 87,278
BP CAP MARKETS AMERICA 3.41% 02/11/2026 USD SR LIEN 250,000 246,940
BROADCOM INC 4.3% 11/15/2032 USD SER WI SR LIEN 106,707 109,431
BUNGE LIMITED FINANCE CORP. 2.75% 05/14/2031 USD SR LIEN 180,492 167,800
CANADIAN IMPERIAL BANK OF COMM 3.6% 04/07/2032 USD SR LIEN 253,744 252,181
CANADIAN IMPERIAL BANK OF COMM 5.986% 10/03/2028 USD SR LIEN 102,813 103,175
CANADIAN NATURAL RESOURCES LIM 3.85% 06/01/2027 USD SR LIEN 138,643 139,957
CAPITAL ONE FINANCIAL CORPORAT HYBRID 03/01/2030 USD SR LIEN CPN 03/03/22 3. 94,843 90,610
CAPITAL ONE FINANCIAL CORPORAT HYBRID 07/29/2032 USD SUB LIEN CPN 07/29/21 2 133,963 109,022
CITIGROUP INC. HYBRID 01/10/2028 USD SR LIEN CPN 01/10/17 3.887% 117,000 114,700
CITIGROUP INC. HYBRID 06/03/2031 USD SR LIEN CPN 06/03/20 2.572% 200,000 174,328
CNA FINANCIAL CORP 4.5% 03/01/2026 USD SR LIEN 126,382 124,608
COMCAST CORPORATION 4.2% 08/15/2034 USD SR LIEN 198,809 174,813
CONSOLIDATED EDISON CO O 3.8% 05/15/2028 USD SR LIEN 74,987 72,705
CONSTELLATION BRANDS INC 3.6% 02/15/2028 USD SR LIEN 131,024 120,059
CREDIT SUISSE NEW YORK 5.0% 07/09/2027 USD SR LIEN 256,710 260,544
CSX CORP 4.25% 03/15/2029 USD SR LIEN 261,655 254,532
DIGITAL REALTY TRUST, INC. 4.45% 07/15/2028 USD SR LIEN 87,653 78,569
DISCOVER FINANCIAL SVS 4.1% 02/09/2027 USD SR LIEN 83,684 78,562
DTE ENERGY CO 3.4% 06/15/2029 USD SER C SR LIEN 261,052 245,080
DUKE ENERGY FLORIDA, LLC 3.2% 01/15/2027 USD SR LIEN 149,910 146,018
EBAY INC. 2.6% 05/10/2031 USD SR LIEN 186,410 159,487
ENBRIDGE INC 3.125% 11/15/2029 USD SR LIEN 99,354 86,970
ENBRIDGE INC 5.7% 03/08/2033 USD SR LIEN 99,079 98,055
ENERGY TRANSFER OPERATING LP 5.25% 04/15/2029 USD SR LIEN 79,876 75,255
ENTERGY TEXAS, INC. 1.75% 03/15/2031 USD SR LIEN 144,631 145,087
EQUINIX, INC. 2.15% 07/15/2030 USD SR LIEN 100,270 86,072
FEDEX CORPORATION 4.9% 01/15/2034 USD SR LIEN 171,330 155,084
FIDELITY NATIONAL INFORMATION 1.65% 03/01/2028 USD SR LIEN 88,645 84,982
FIFTH THIRD BANCORP HYBRID 04/25/2033 USD SR LIEN CPN 04/25/22 4.337% 81,131 80,837
FOX CORPORATION 4.709% 01/25/2029 USD SER WI SR LIEN 173,670 165,063
GILEAD SCIENCES, INC. 4.0% 09/01/2036 USD SR LIEN 140,745 138,614
GLOBAL PAYMENTS INC. 3.2% 08/15/2029 USD SR LIEN 126,225 112,727
HEWLETT PACKARD ENTERPRISE COM STEP 10/15/2025 SER WI SR LIEN M-W+45.00BP 4. 164,575 159,989
HSBC HOLDINGS PLC HYBRID 08/17/2029 USD SR LIEN CPN 08/17/21 2.206% 185,853 192,279
ILLUMINA, INC 2.55% 03/23/2031 USD SR LIEN 164,660 151,613
ING GROEP N.V. HYBRID 03/28/2033 USD SR LIEN CPN 03/28/22 4.252% 193,764 185,376
INTEL CORPORATION 5.2% 02/10/2033 USD SR LIEN 289,985 278,513
INTERCONTINENTAL EXCHANGE, INC 1.85% 09/15/2032 USD SR LIEN 306,183 262,661
INTERNATIONAL BUSINESS MACHINE 1.7% 05/15/2027 USD SR LIEN 172,264 158,734
INTERSTATE POWER AND LIGHT COM 2.3% 06/01/2030 USD SR LIEN 273,831 238,073
JM SMUCKER CO 2.125% 03/15/2032 USD SR LIEN 24,833 24,361
JPMORGAN CHASE & CO. HYBRID 03/13/2026 USD SR LIEN CPN 03/13/20 2.005% 75,000 74,567
JPMORGAN CHASE & CO. HYBRID 06/01/2028 USD SR LIEN CPN 05/27/20 2.182% 100,000 93,934
JPMORGAN CHASE & CO. HYBRID 09/22/2027 USD SER FXD SR LIEN CPN 09/22/21 1.47 95,386 103,119
JPMORGAN CHASE & CO. HYBRID 10/15/2030 USD SR LIEN CPN 09/12/19 2.739% 20,229 18,016
KINDER MORGAN INC 2.0% 02/15/2031 USD SR LIEN 114,356 98,824
KRAFT HEINZ FOODS CO 5.0% 07/15/2035 USD SR LIEN 135,561 137,527
LOCKHEED MARTIN CORPORATION 4.5% 05/15/2036 USD SR LIEN 373,920 357,599
LOWE'S COMPANIES, INC. 5.15% 07/01/2033 USD SR LIEN 170,988 169,135
MASTERCARD INC 2.95% 06/01/2029 USD SR LIEN 124,828 116,640
MITSUBISHI UFJ FINANCIAL GROUP HYBRID 02/22/2031 USD SER 8NC7 SR LIEN CPN 02 196,702 203,322
MIZUHO FINANCIAL GROUP 2.564% 09/13/2031 USD SUB LIEN 240,298 223,444
MORGAN STANLEY HYBRID MTN 01/22/2031 USD SR LIEN CPN 01/22/20 2.699% 65,058 57,741
MORGAN STANLEY MTN 3.875% 01/27/2026 USD SR LIEN 252,066 248,150
NATIONAL AUSTRALIA BANK LTD-NE 4.787% 01/10/2029 USD SR LIEN 353,067 356,566
NATIONAL RURAL UTILITIES COOPE MTN 3.25% 11/01/2025 USD SR LIEN 91,781 90,881
NEVADA POWER CO 2.4% 05/01/2030 USD SER DD SR LIEN 199,480 175,792
NXP B.V. 5.0% 01/15/2033 USD SR LIEN NXP FUNDING LLC / NXP USA INC 112,339 111,932
ORACLE CORPORATION 2.875% 03/25/2031 USD SR LIEN 147,199 127,617
PEPSICO, INC. 3.0% 10/15/2027 USD SR LIEN 195,954 192,542
PFIZER INC. 3.6% 09/15/2028 USD SER 10YR SR LIEN 149,762 145,215
PHILIP MORRIS INTERNATIONAL IN 5.125% 02/15/2030 USD SR LIEN 159,405 160,757
PNC FINANCIAL SERVICES GROUP, HYBRID 06/06/2033 USD SUB LIEN CPN 06/06/22 4. 210,304 213,875
PRUDENTIAL FINANCIAL, INC. MTN 5.7% 12/14/2036 SER D MTN 249,520 247,483
PUBLIC SERVICE ELECTRIC MTN 2.25% 09/15/2026 USD SR LIEN 148,124 144,309
PUBLIC STORAGE 0.875% 02/15/2026 USD SR LIEN 29,945 28,789
REALTY INCOME CORP 3.1% 12/15/2029 USD SR LIEN 99,463 87,148
REALTY INCOME CORP 3.2% 02/15/2031 USD SR LIEN 108,902 98,691
REPUBLIC SERVICES INC 3.375% 11/15/2027 USD SR LIEN 149,748 145,019
ROPER TECHNOLOGIES INC 1.75% 02/15/2031 USD SR LIEN 158,215 135,557
ROYAL BANK OF CANADA MTN 4.95% 02/01/2029 USD SR LIEN 138,377 138,976
ROYAL BANK OF CANADA MTN 5.15% 02/01/2034 USD SR LIEN 220,700 221,375
ROYALTY PHARMA PLC 2.15% 09/02/2031 USD SR LIEN 100,727 85,278
SANTANDER UK GROUP HOLDINGS PL HYBRID 08/21/2026 USD SR LIEN CPN 08/21/20 1. 200,000 195,420
SERVICENOW, INC. 1.4% 09/01/2030 USD SR LIEN 226,747 226,874
SHELL FINANCE US INC. 4.125% 05/11/2035 USD SER * SR LIEN 81,239 77,999
SIMON PROPERTY GROUP LP 3.375% 06/15/2027 USD SR LIEN 183,768 185,732
SKYWORKS SOLUTIONS, INC. 3.0% 06/01/2031 USD SR LIEN 82,187 69,370
SRS CCD 26745899 MTN 3.75% 06/01/2026 USD SR LIEN 300,469 295,356
STANLEY BLACK & DECKER I 2.3% 03/15/2030 USD SR LIEN 219,267 190,656
STATE STREET CORPORATION HYBRID 01/26/2034 USD SR LIEN CPN 01/26/23 4.821% 98,538 101,903
STATE STREET CORPORATION HYBRID 02/07/2033 USD SR LIEN CPN 02/07/22 2.623% 125,270 128,244
STATE STREET CORPORATION HYBRID 11/01/2034 USD SUB LIEN CPN 11/01/19 3.031% 150,000 135,221
SUNCOR ENERGY INC. 5.95% 12/01/2034 SR LIEN 181,256 180,248
SYNCHRONY FINANCIAL 4.5% 07/23/2025 SR LIEN 116,856 114,541
TARGET CORPORATION 2.35% 02/15/2030 USD SR LIEN 365,908 341,138
THE CIGNA GROUP 5.125% 05/15/2031 USD SR LIEN 205,924 206,987
T-MOBILE USA, INC. 3.875% 04/15/2030 USD SER WI SR LIEN 118,255 111,962
TRANS-CANADA PIPELINES 4.625% 03/01/2034 USD SR LIEN 172,187 139,586
U.S. BANCORP HYBRID 10/21/2033 USD SR LIEN CPN 10/21/22 5.85% 195,396 187,105
U.S. BANCORP HYBRID MTN 01/27/2033 USD SR LIEN CPN 01/27/22 2.677% 146,656 154,481
UDR INC MTN 3.2% 01/15/2030 USD SR LIEN 212,017 197,761
UNILEVER CAPITAL CORPORATION 2.125% 09/06/2029 USD SR LIEN 280,844 262,556
UNION PACIFIC CORPORATION 2.891% 04/06/2036 USD SER WI SR LIEN 185,447 177,538
UNITEDHEALTH GROUP INC 4.625% 07/15/2035 USD SR LIEN 354,981 347,565
VERIZON COMMUNICATIONS, INC. 3.15% 03/22/2030 USD SER 10YR SR LIEN 164,493 151,051
VERIZON COMMUNICATIONS, INC. 3.875% 02/08/2029 USD SR LIEN 168,681 162,992
WELLS FARGO & COMPANY HYBRID MTN 06/02/2028 USD SR LIEN CPN 06/02/20 2.393% 160,000 150,693
WELLS FARGO & COMPANY MTN 4.15% 01/24/2029 USD SR LIEN 143,744 139,596
WP CAREY INC 2.4% 02/01/2031 USD SR LIEN 93,426 79,908
WYETH LLC 6.0% 02/15/2036 SER B SR LIEN 210,318 205,444

TY 2024 InvestmentsCorpStockSchedule
Name:
THE FRIST FOUNDATION
EIN:
62-1134070
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES CMN 259,654 282,775
ACCENTURE PLC CMN CLASS A 342,373 322,240
ADYEN N.V. ADR CMN 178,484 227,768
ALPHABET INC. CMN CLASS A 374,610 567,900
AMERICAN TOWER CORPORATION CMN 157,822 146,728
AMGEN INC. CMN 284,580 260,640
AON PUBLIC LIMITED COMPANY CMN 94,501 164,854
APPLE INC. CMN 769,157 852,931
ARCH CAPITAL GROUP LTD. CMN 204,325 287,578
ARES SPECIAL OPPORTUNITIES ACCESS OFFSHORE LP 1,216,304 4,035,282
ASM INTERNATIONAL N.V. ADR CMN SERIES REG SHARES 94,076 189,793
ASML HOLDING N.V. ADR CMN 56,738 228,716
ASTRAZENECA PLC SPONS ADR SPONSORED ADR CMN 314,345 305,127
ASTRAZENECA PLC SPONS ADR SPONSORED ADR CMN 196,326 170,352
AT&T INC. CMN 281,551 325,611
ATLASSIAN CORP CMN 133,287 232,671
BAE SYSTEMS PLC SPONSORED ADR CMN 201,618 223,236
BAIN CAPITAL EUROPE FUND V, L.P. 3,105,495 4,026,674
BLACKSTONE GROUP INC/THE CMN 202,657 379,324
BROAD STREET REAL ESTATE CREDIT PARTNERS II OFFSHORE FEEDER FUND, L.P. 512,627 50,405
CANADIAN NATURAL RESOURCES CMN 172,273 169,229
CANADIAN PACIFIC KANSAS CITY L CMN 93,789 271,749
CATERPILLAR INC (DELAWARE) CMN 179,390 362,760
CHAMPLAIN SMALL COMPANY FUND INSTITUTIONAL 5,220,620 5,943,512
CISCO SYSTEMS, INC. CMN 272,490 384,800
CMS ENERGY CORPORATION CMN 102,040 126,635
COCA-COLA COMPANY (THE) CMN 244,748 323,752
COMPASS GROUP PLC SPONSORED ADR CMN 178,414 213,736
CONOCOPHILLIPS CMN 281,371 277,676
COUPANG, LLC CMN 208,329 240,967
DANAHER CORPORATION CMN 250,450 229,550
DIGITAL REALTY TRUST, INC. CMN 111,435 195,063
DST OPPORTUNITIES II ACCESS OFFSHORE LP 451,526 1,494,116
DST OPPORTUNITIES IV ACCESS OFFSHORE LP 1,370,851 872,266
DST OPPORTUNITIES V ACCESS OFFSHORE LP 2,837,066 3,033,622
EATON CORP PLC CMN 120,538 398,244
EXPERIAN PLC SPONSORED ADR CMN 62,413 161,664
FERGUSON ENTERPRISES INC CMN 130,209 178,777
FERRARI N.V. CMN 135,018 385,330
FREEPORT-MCMORAN INC CMN 291,909 270,368
GLOBAL PRIVATE OPPORTUNITIES PARTNERS II OFFSHORE SCSP 1,097,002 1,348,040
GS HIGH YIELD FUND CLASS P 10,575,953 10,881,395
GS PRIVATE MIDDLE MARKET CREDIT II LLC 2,730,000 2,223,822
GS STRATEGIC FACTOR ALLOCATION FUND CLASS P 10,925,186 11,434,834
GS TACTICAL TILT OVERLAY FUND CLASS P 11,330,181 11,430,865
GS VINTAGE FUND IV OFFSHORE, L.P. 1,584,278 468,105
GS VINTAGE VII 2,466,537 3,411,960
GS VINTAGE VIII 2,616,481 5,402,365
GTCR FUND XIV 176,228 210,080
H.I.G. PRIVATE EQUITY OPPORTUNITIES ACCESS OFFSHORE 522,229 612,992
HARTFORD INTERNATIONAL VALUE FUND Y CLASS 7,957,750 9,795,889
HCA HEALTHCARE, INC CMN 1,403,672 355,092,458
HILTON WORLDWIDE HOLDINGS INC. CMN 273,305 271,876
HONEYWELL INTL INC CMN 298,049 429,191
HORIZON ENVIRONMENT & CLIMATE SOLUTIONS OFFSHORE FEEDER 1,777,500 1,773,062
HPS CORP CAPITAL SOLUTIONS 5,000,000 4,941,065
ICICI BANK LIMITED SPONS ADR 164,523 226,428
ICON PUBLIC LIMITED COMPANY CMN 208,819 298,837
INSIGHT PARTNERS XIII ACCESS OFFSHORE 68,470 52,358
INSIGHT VENTURE PARTNERS X ACCESS OFFSHORE LP 1,128,422 2,861,084
ISHARES MSCI TOTAL INTERNATIONAL INDEX FUND K SHARES 5,653,519 6,576,426
JPMORGAN CHASE & CO CMN 214,470 527,362
KING STREET GLOBAL DRAWDOWN II 1,516,237 1,718,172
LINDE PLC CMN 180,690 237,805
LOWES COMPANIES INC CMN 350,145 394,880
LPG EQUITY INV IX ACCESS 1,072,884 1,219,511
MARVELL TECHNOLOGY, INC. CMN 234,002 651,655
MEITUAN DIANPING ADR CMN 381,066 297,622
MERCADOLIBRE, INC. CMN 133,635 176,846
MERCK & CO., INC. CMN 341,040 298,440
MICROSOFT CORPORATION CMN 303,808 596,423
MITSUBISHI HEAVY INDUSTRIES, L ADR CMN 250,779 291,500
MONDAY.COM LTD CMN 181,577 202,714
NEW MOUNTAIN PARTNERS VI ACCESS OFFSHORE SCSP 1,882,305 2,577,731
NEW MOUNTAIN PARTNERS VII ACCESS OFFSHORE SCSP 230,406 135,949
NOVO-NORDISK A/S ADR ADR CMN 257,117 416,939
NU HOLDINGS LTD. CMN 179,730 167,366
ORACLE CORPORATION CMN 191,862 366,608
PRIVATE EQUITY CO-INVESTMENT PARTNERS III OFFSHORE SCSP 5,510,517 6,284,321
PRIVATE EQUITY CO-INVESTMENT PARTNERS OFFSHORE 1,437,277 1,618,140
PRIVATE EQUITY CO-INVESTMENT PARTNERS OFFSHORE II (SCSP) 3,141,893 5,354,635
ROLLS-ROYCE HOLDINGS PLC SPONSORED ADR CMN 316,884 306,509
SAFRAN SA SPONSORED ADR CMN 321,343 394,726
SALESFORCE INC CMN 422,975 544,289
SAP SE (SPON ADR) 390,853 382,857
SCHNEIDER ELECTRIC SE UNSPONSORED ADR (FRANCE) SCHNEIDER ELECTRIC SE UNSPONS 128,300 239,522
SEA LIMITED SPONSORED ADR CMN 272,371 398,724
SHEPHERD SELECT ASSET, LTD. 15,139 16,248
SIEMENS ENERGY AG ADR CMN 260,955 265,587
SILVER POINT DISTRESSED OPPORTUNITIES 25,735 1,978,622
SPDR S&P 500 ETF TRUST 18,672,449 51,223,392
SPOTIFY TECHNOLOGY S.A. CMN 219,863 353,430
STERIS PUBLIC LIMITED COMPANY CMN 127,058 228,994
TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 5ORDS 376,883 535,198
TCV XI ACCESS OFFSHORE SCSP 713,862 707,396
TEXAS INSTRUMENTS INC. CMN 346,741 468,775
THE PROGRESSIVE CORPORATION CMN 97,356 167,727
TPG LIFE SCIENCES INNOVATIONS ACCESS OFFSHORE LP 746,861 533,902
TPG TECH 1,736,740 2,132,394
TPG TECH ADJACENCIES II ACCESS OFFSHORE LP 2,842,655 3,289,538
UBS GROUP AG CMN 197,859 201,689
VANGUARD SPECIALIZED PORTFOLIO VANGUARD DIVIDEND APPRECIATION MUTUAL FUND CL 2,631,304 9,320,529
VISA INC. CMN CLASS A 306,280 410,852
WALMART INC CMN 266,600 560,170
WASTE CONNECTIONS, INC. CMN 127,780 158,197
XCEL ENERGY INC. CMN 171,626 195,808
3I GROUP PLC UNSPONSORED ADR CMN 270,017 319,571

TY 2024 InvestmentsOtherSchedule2
Name:
THE FRIST FOUNDATION
EIN:
62-1134070
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ARES DIRECT LENDING OPPORTUNITIES ACCESS PARALLEL LLC AT COST 4,241,628 3,985,733
ARES SPECIAL OPPORTUNITIES II ACCESS OFFSHORE LP AT COST 5,601,064 6,057,372
BAIN CAPITAL ASIA FUND II AT COST 810,694 734,126
BAIN CAPITAL EUROPE IV, LP AT COST 1,267,533 1,283,540
BAIN CAPITAL FUND XI, LP AT COST 742,522 955,513
BAIN CAPITAL FUND XII, L.P. (CLASS B) AT COST 1,212,046 1,955,349
BAIN CAPITAL FUND XIII, L.P. AT COST 2,440,007 2,879,735
BAIN CAPITAL TECH OPPORTUNITIES FUND II, LP AT COST 1,201,606 1,586,823
BAIN CAPITAL TECH OPPORTUNITIES FUND, LP AT COST 1,562,340 2,220,731
BYDC INVESTORS AT COST 2,101,831 3,598,084
GS PETERSHILL II OFFSHORE LP AT COST 1,796,186 1,810,659
GS VINTAGE IX B OFFSHORE SCSP AT COST 1,028,400 1,775,004
KKR GLOBAL FAMILY INVESTMENT PARTNERSHIP, L.P. AT COST 1,487,938 4,239,027
SILVER POINT DISTRESSED OPPORTUNITIES II AT COST 483,012 531,156
VOLTA INVESTMENTS, SLP AT COST 4,591 4,637
WEST STREET CAPITAL PARTNERS VII - PARALLEL, L.P. AND PARALLEL B, L.P. AT COST 1,491,844 2,217,151
WEST STREET CAPITAL PARTNERS VIII - PARALLEL, L.P. AT COST 1,643,130 1,981,015

TY 2024 LandEtcSchedule2
Name:
THE FRIST FOUNDATION
EIN:
62-1134070
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
COMPUTER EQUIPMENT 33,634 18,239 15,395 15,395
FURNITURE 141,351 39,004 102,347 102,347
LEASEHOLD IMPROVEMENTS 106,917 32,075 74,842 74,842


TY 2024 LegalFeesSchedule
Name:
THE FRIST FOUNDATION
EIN:
62-1134070
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 858 0   2,707


TY 2024 OtherAssetsSchedule
Name:
THE FRIST FOUNDATION
EIN:
62-1134070
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INCOME 441,971 689,440 689,440
RIGHT-OF-USE LEASE ASSET 79,878 372,094 372,094
OTHER CURRENT ASSETS 30,068 30,068 30,068
DUE FROM INVESTMENT BROKERS 174,753 216,470 216,470
UNRELATED BUSINESS TAX DEPOSIT 6,000 6,000 6,000


TY 2024 OtherExpensesSchedule
Name:
THE FRIST FOUNDATION
EIN:
62-1134070
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SUPPLIES, POSTAGE, AND TELEPHONE 17,579 1,088   16,491
OFFICE EQUIPMENT, TECHNOLOGY, AND MAINTENANCE 40,109 0   40,099
MISCELLANEOUS EXPENSES 22,168 330   21,840
LIMITED PARTNERSHIP EXPENSES 433,889 433,889   0


TY 2024 OtherIncomeSchedule2
Name:
THE FRIST FOUNDATION
EIN:
62-1134070
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 PASS-THROUGH OTHER INCOME (LOSS) 1,120,000 1,120,000 1,120,000
K-1 PASS-THROUGH NET UNRELATED BUSINESS INCOME (LOSS) -3,142 0 -3,142


TY 2024 OtherLiabilitiesSchedule
Name:
THE FRIST FOUNDATION
EIN:
62-1134070
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED FEDERAL EXCISE TAXES 5,681,301 5,921,309
CONDITIONAL GRANT PAYABLE 150,000 150,000
RIGHT-OF-USE LEASE OBLIGATION 91,964 432,634
FEDERAL EXCISE TAXES PAYABLE 23,586 30,001
CALL/AAPL FLEX EURO PM 245 EXP 01/17/2025 0 3,603
CALL/AAPL FLEX EURO PM 275 EXP 02/21/2025 0 4,453
CALL/ABT FLEX EURO PM @ 125 EXP 01/17/2025 0 899
CALL/ABT FLEX EURO PM @ 122.5 EXP 02/21/2025 0 1,208
CALL/ACN FLEX EURO PM @ 385 EXP 01/17/2025 0 1,748
CALL/ACN FLEX EURO PM @ 390 EXP 02/21/2025 0 1,255
CALL/AMGN FLEX EURO PM 325 EXP 01/17/2025 0 2,590
CALL/AMGN FLEX EURO PM 285 EXP 02/21/2025 0 1,420
CALL/AMT FLEX EURO PM @ 210 EXP 01/17/2025 0 1,128
CALL/AMT FLEX EURO PM @ 200 EXP 02/21/2025 0 824
CALL/AZN FLEX EURO PM @ 69 EXP 01/17/2025 0 988
CALL/AZN FLEX EURO PM @ 72 EXP 02/21/2025 0 1,079
CALL/BX FLEX EURO PM @ 200 EXP 01/17/2025 0 2,640
CALL/BX FLEX EURO PM @ 187.5 EXP 02/21/2025 0 3,399
CALL/CAT FLEX EURO PM @ 415 EXP 01/17/2025 0 2,595
CALL/CAT FLEX EURO PM @ 405 EXP 02/21/2025 0 2,160
CALL/CMS FLEX EURO PM @ 71 EXP 01/17/2025 0 981
CALL/CMS FLEX EURO PM @ 69 EXP 02/21/2025 0 730
CALL/COP FLEX EURO PM @ 122.5 EXP 01/17/2025 0 1,862
CALL/COP FLEX EURO PM @ 104 EXP 02/21/2025 0 1,904
CALL/CRM FLEX EURO PM @ 365 EXP 01/17/2025 0 4,192
CALL/CRM FLEX EURO PM @ 380 EXP 02/21/2025 0 3,272
CALL/CSCO FLEX EURO PM 61 EXP 01/17/2025 0 1,551
CALL/CSCO FLEX EURO PM 63 EXP 02/21/2025 0 1,984
CALL/DHR FLEX EURO PM @ 245 EXP 01/17/2025 0 1,750
CALL/DHR FLEX EURO PM @ 250 EXP 02/21/2025 0 1,295
CALL/DLR FLEX EURO PM @ 195 EXP 01/17/2025 0 1,075
CALL/DLR FLEX EURO PM @ 197.5 EXP 02/21/2025 0 1,236
CALL/ETN FLEX EURO PM @ 390 EXP 01/17/2025 0 2,742
CALL/ETN FLEX EURO PM @ 375 EXP 02/21/2025 0 2,328
CALL/FCX FLEX EURO PM @ 48 EXP 01/17/2025 0 2,835
CALL/FCX FLEX EURO PM @ 45 EXP 02/21/2025 0 2,214
CALL/GOOGL FLEX EURO PM 187.5 EXP 01/17/2025 0 3,457
CALL/GOOGL FLEX EURO PM 217.5 EXP 02/21/2025 0 4,470
CALL/HLT FLEX EURO PM @ 265 EXP 01/17/2025 0 1,475
CALL/HLT FLEX EURO PM @ 270 EXP 02/21/2025 0 1,785
CALL/HON FLEX EURO PM @ 245 EXP 01/17/2025 0 1,960
CALL/HON FLEX EURO PM @ 250 EXP 02/21/2025 0 2,727
CALL/JPM FLEX EURO PM @ 265 EXP 01/17/2025 0 2,904
CALL/JPM FLEX EURO PM @ 255 EXP 02/21/2025 0 3,256
CALL/KO FLEX EURO PM @ 65 EXP 01/17/2025 0 1,508
CALL/KO FLEX EURO PM @ 67 EXP 02/21/2025 0 1,066
CALL/LOW FLEX EURO PM @ 295 EXP 01/17/2025 0 2,688
CALL/LOW FLEX EURO PM @ 265 EXP 02/21/2025 0 1,984
CALL/MRK FLEX EURO PM @ 104 EXP 01/17/2025 0 1,200
CALL/MRK FLEX EURO PM @ 109 EXP 02/21/2025 0 1,785
CALL/MRVL FLEX EURO PM 105 EXP 01/17/2025 0 6,873
CALL/MRVL FLEX EURO PM 135 EXP 02/21/2025 0 6,720
CALL/MSFT FLEX EURO PM 445 EXP 01/17/2025 0 3,024
CALL/MSFT FLEX EURO PM 475 EXP 02/21/2025 0 3,269
CALL/ORCL FLEX EURO PM 210 EXP 01/17/2025 0 3,542
CALL/ORCL FLEX EURO PM 185 EXP 02/21/2025 0 2,222
CALL/PGR FLEX EURO PM @ 275 EXP 01/17/2025 0 536
CALL/PGR FLEX EURO PM @ 260 EXP 02/21/2025 0 1,044
CALL/PGR FLEX EURO PM @ 260 EXP 03/21/2025 0 434
CALL/T FLEX EURO PM @ 25 EXP 01/17/2025 0 1,224
CALL/T FLEX EURO PM @ 25 EXP 02/21/2025 0 852
CALL/TXN FLEX EURO PM @ 220 EXP 01/17/2025 0 4,224
CALL/TXN FLEX EURO PM @ 207.5 EXP 02/21/2025 0 3,757
CALL/V FLEX EURO PM @ 330 EXP 01/17/2025 0 1,708
CALL/V FLEX EURO PM @ 340 EXP 02/21/2025 0 1,890
CALL/WMT FLEX EURO PM @ 93 EXP 01/17/2025 0 2,728
CALL/WMT FLEX EURO PM @ 98 EXP 02/21/2025 0 3,069
CALL/XEL FLEX EURO PM @ 73 EXP 01/17/2025 0 952
CALL/XEL FLEX EURO PM @ 71 EXP 02/21/2025 0 1,185
CALL/BX FLEX EURO PM @ 115 EXP 01/19/2024 4,144 0
CALL/CAT FLEX EURO PM @ 270 EXP 01/19/2024 2,976 0
CALL/BX FLEX EURO PM @ 117.5 EXP 02/16/2024 182 0
CALL/CVS FLEX EURO PM @ 73 EXP 01/19/2024 4,275 0
CALL/MCD FLEX EURO PM @ 290 EXP 01/19/2024 1,704 0
CALL/JPM FLEX EURO PM @ 160 EXP 01/19/2024 5,775 0
CALL/HON FLEX EURO PM @ 200 EXP 01/19/2024 2,702 0
CALL/ABT FLEX EURO PM @ 109 EXP 01/19/2024 39 0
CALL/ABT FLEX EURO PM @ 105 EXP 01/19/2024 2,592 0
CALL/TXN FLEX EURO PM @ 165 EXP 01/19/2024 3,820 0
CALL/FCX FLEX EURO PM @ 41 EXP 01/19/2024 3,249 0
CALL/GILD FLEX EURO PM 80 EXP 01/19/2024 1,674 0
CALL/FIS FLEX EURO PM @ 59 EXP 01/19/2024 1,564 0
CALL/ROST FLEX EURO PM 137.5 EXP 01/19/2024 1,664 0
CALL/AMT FLEX EURO PM @ 210 EXP 01/19/2024 3,110 0
CALL/CAT FLEX EURO PM @ 290 EXP 01/19/2024 350 0
CALL/V FLEX EURO PM @ 265 EXP 01/19/2024 1,092 0
CALL/V FLEX EURO PM @ 270 EXP 02/16/2024 151 0
CALL/LOW FLEX EURO PM @ 220 EXP 01/19/2024 3,048 0
CALL/DELL FLEX EURO PM 77 EXP 02/16/2024 2,274 0
CALL/CVS FLEX EURO PM @ 80 EXP 02/16/2024 4,418 0
CALL/CSCO FLEX EURO PM 50 EXP 01/19/2024 3,200 0
CALL/T FLEX EURO PM @ 16.5 EXP 01/19/2024 2,299 0
CALL/ETN FLEX EURO PM @ 240 EXP 01/19/2024 4,125 0
CALL/MCD FLEX EURO PM @ 305 EXP 02/16/2024 2,704 0
CALL/AZN FLEX EURO PM @ 68 EXP 01/19/2024 1,539 0
CALL/CMS FLEX EURO PM @ 58 EXP 01/19/2024 1,197 0
CALL/KO FLEX EURO PM @ 59 EXP 01/19/2024 2,400 0
CALL/ROST FLEX EURO PM 142.5 EXP 02/16/2024 1,810 0
CALL/HON FLEX EURO PM @ 215 EXP 02/16/2024 3,164 0
CALL/CAT FLEX EURO PM @ 310 EXP 02/16/2024 4,428 0
CALL/AZN FLEX EURO PM @ 71 EXP 02/16/2024 1,537 0
CALL/WMT FLEX EURO PM @ 162.5 EXP 02/16/2024 2,486 0
CALL/JPM FLEX EURO PM @ 175 EXP 02/16/2024 5,085 0
CALL/AMT FLEX EURO PM @ 230 EXP 02/16/2024 1,787 0
CALL/T FLEX EURO PM @ 17 EXP 01/19/2024 36 0
CALL/ABT FLEX EURO PM @ 115 EXP 02/16/2024 2,162 0
CALL/PGR FLEX EURO PM @ 170 EXP 02/16/2024 2,445 0
CALL/XEL FLEX EURO PM @ 63 EXP 01/19/2024 896 0
CALL/T FLEX EURO PM @ 17.5 EXP 02/16/2024 2,579 0
CALL/GOOGL FLEX EURO PM 150 EXP 02/16/2024 5,455 0
CALL/TXN FLEX EURO PM @ 180 EXP 02/16/2024 3,744 0
CALL/BX FLEX EURO PM @ 142.5 EXP 02/16/2024 3,920 0
CALL/ETN FLEX EURO PM @ 260 EXP 02/16/2024 2,437 0
CALL/DELL FLEX EURO PM 78 EXP 01/19/2024 510 0
CALL/V FLEX EURO PM @ 275 EXP 02/16/2024 2,113 0
CALL/XEL FLEX EURO PM @ 65 EXP 02/16/2024 1,638 0
CALL/GILD FLEX EURO PM 86 EXP 02/16/2024 2,610 0
CALL/MSFT FLEX EURO PM 405 EXP 02/16/2024 6,141 0
CALL/MRVL FLEX EURO PM 67 EXP 02/16/2024 5,060 0
CALL/CSCO FLEX EURO PM 53 EXP 02/16/2024 4,880 0
CALL/FCX FLEX EURO PM @ 47 EXP 02/16/2024 3,604 0
CALL/DLR FLEX EURO PM @ 147.5 EXP 02/16/2024 1,420 0
CALL/COP FLEX EURO PM @ 125 EXP 02/16/2024 3,727 0
CALL/FIS FLEX EURO PM @ 66 EXP 02/16/2024 2,464 0
CALL/BMY FLEX EURO PM @ 53 EXP 01/19/2024 2,585 0
CALL/BMY FLEX EURO PM @ 55 EXP 02/16/2024 4,474 0
CALL/KO FLEX EURO PM @ 60 EXP 01/19/2024 45 0
CALL/KO FLEX EURO PM @ 62 EXP 02/16/2024 2,422 0
CALL/CMS FLEX EURO PM @ 61 EXP 02/16/2024 902 0
CALL/ORCL FLEX EURO PM 112.5 EXP 02/16/2024 4,924 0
CALL/GOOGL FLEX EURO PM 145 EXP 01/19/2024 5,332 0
CALL/XEL FLEX EURO PM @ 64 EXP 01/19/2024 949 0
CALL/LOW FLEX EURO PM @ 240 EXP 02/16/2024 2,652 0
CALL/WMT FLEX EURO PM @ 162.5 EXP 01/19/2024 2,480 0
CALL/COP FLEX EURO PM @ 127.5 EXP 02/16/2024 181 0
CALL/MRVL FLEX EURO PM 65 EXP 01/19/2024 6,670 0
CALL/PGR FLEX EURO PM @ 167.5 EXP 01/19/2024 2,509 0
CALL/GILD FLEX EURO PM 86 EXP 01/19/2024 92 0
CALL/COP FLEX EURO PM @ 125 EXP 01/19/2024 4,172 0
CALL/DLR FLEX EURO PM @ 145 EXP 01/19/2024 1,870 0
CALL/MSFT FLEX EURO PM 400 EXP 01/19/2024 7,040 0
CALL/DELL FLEX EURO PM 83 EXP 01/19/2024 1,442 0
CALL/CSCO FLEX EURO PM 59 EXP 01/19/2024 40 0
CALL/BMY FLEX EURO PM @ 62 EXP 01/19/2024 150 0
CALL/ORCL FLEX EURO PM 127.5 EXP 01/19/2024 4,020 0


TY 2024 OtherProfessionalFeesSchedule
Name:
THE FRIST FOUNDATION
EIN:
62-1134070
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGER FEES 524,080 524,080   0
COMMUNICATIONS CONSULTING 20,000 0   20,509
OTHER CONSULTING 29,000 0   29,000


TY 2024 TaxesSchedule
Name:
THE FRIST FOUNDATION
EIN:
62-1134070
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CURRENT AND DEFERRED TAX ON INVESTMENT INCOME 571,423 0   0
PAYROLL TAXES 38,897 2,293   36,604