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 07-01-2024 , and ending 06-30-2025
Name of foundation
THE RICH FOUNDATION
C/O TRUXTON TRUST
Number and street (or P.O. box number if mail is not delivered to street address)20 BURTON HILLS BLVD 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NASHVILLE, TN37215
A Employer identification number

62-1588498
B Telephone number (see instructions)

(615) 515-1740
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$3,676,377J 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      
4 Dividends and interest from securities... 93,593 95,379  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 129,706
b Gross sales price for all assets on line 6a 647,639
7 Capital gain net income (from Part IV, line 2)... 129,706
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
45 0  
12 Total. Add lines 1 through 11........ 223,344 225,085  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 34,797 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,925 0   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,165 166   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
45,614 45,614   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 89,501 45,780   0
25 Contributions, gifts, grants paid....... 150,000 150,000
26 Total expenses and disbursements. Add lines 24 and 25 239,501 45,780   150,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -16,157
b Net investment income (if negative, enter -0-) 179,305
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......... 153,238 178,322 178,322
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 75,080 Click to see attachment
List of Attached Documents:
// Content
25,054 		24,744
b Investments—corporate stock (attach schedule)....... 1,296,136 Click to see attachment
List of Attached Documents:
// Content
1,174,007 		2,607,956
c Investments—corporate bonds (attach schedule)....... 730,354 Click to see attachment
List of Attached Documents:
// Content
861,268 		865,355
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,254,808 2,238,651 3,676,377
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,078,416 1,078,416
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,176,392 1,160,235
29 Total net assets or fund balances (see instructions)..... 2,254,808 2,238,651
30 Total liabilities and net assets/fund balances (see instructions). 2,254,808 2,238,651
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
2,254,808
2
Enter amount from Part I, line 27a .....................
2
-16,157
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,238,651
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
2,238,651
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 11 SHARES OF AMAZON.COM INC P 2024-04-04 2024-12-18
b 4 SHARES OF ZOETIS INC CL A P 2024-06-27 2024-12-18
c 6 SHARES OF EOG RESOURCES INC P 2024-09-26 2024-12-18
d 47 SHARES OF PFIZER INC P 2024-03-06 2024-12-18
e 221 SHARES OF CITIGROUP INC P 2025-01-10 2025-04-09
290 SHARES OF INTERNATIONAL PAPER CO P 2025-01-10 2025-04-09
2 SHARES OF EOG RESOURCES INC P 2024-09-26 2025-05-22
51 SHARES OF ISHARES CORE S&P U.S. VALUE ETF P 2024-12-26 2025-05-22
444 SHARES OF ISHARES CORE S&P U.S. VALUE ETF P 2025-04-09 2025-05-22
13 SHARES OF CITIGROUP INC P 2025-05-22 2025-06-23
1 SHARES OF COCA COLA CO P 2025-05-22 2025-06-23
5 SHARES OF EOG RESOURCES INC P 2024-09-26 2025-06-23
1 SHARES OF GENUINE PARTS CO P 2025-05-22 2025-06-23
16 SHARES OF INTERNATIONAL PAPER CO P 2025-05-22 2025-06-23
32 SHARES OF PFIZER INC P 2025-05-22 2025-06-23
1 SHARES OF WASTE MANAGEMENT INC P 2025-05-22 2025-06-23
50000 UNITS OF INTEL CORP SR NOTE DTD 12/11/2012 4% 12/15/2032 P 2022-04-07 2024-08-27
25000 UNITS OF MORGAN STANLEY DTD 10/20/2014 3.7% 10/23/2024 P 2022-08-26 2024-10-23
50000 UNITS OF DICKSON COUNTY TN WTR AUTH IMPT BDS DTD 11/20/2018 3% 12/01/2 P 2018-11-19 2024-12-01
125 SHARES OF ISHARES CORE S&P SMALL-CAP ETF P 2020-05-07 2024-12-18
170 SHARES OF ISHARES RUSSELL 1000 GROWTH ETF P 2016-06-08 2024-12-18
5 SHARES OF ISHARES RUSSELL 1000 GROWTH ETF P 2016-06-08 2025-06-23
65 SHARES OF VANGUARD FTSE DEVELOPED MARKETS ETF P 2016-06-03 2025-06-23
40 SHARES OF VANGUARD INTL DIV APPREC ETF P 2021-09-01 2025-06-23
5 SHARES OF VANGUARD GROWTH INDEX FUND ETF P 2010-11-16 2025-06-23
40000 UNITS OF TD AMERITRADE HOLDING CORP SR GLBL NT DTD 08/16/2019 2.75% 10 P 2020-04-15 2025-06-23
25000 UNITS OF APPLE INC SR GLBL NT 27 3.35% 02/09/2027 P 2017-12-26 2025-06-23
141 SHARES OF ISHARES CORE S&P SMALL-CAP ETF P 2016-06-03 2025-06-23
174 SHARES OF ISHARES CORE S&P SMALL-CAP ETF P 2020-05-07 2025-06-23
50000 UNITS OF JPMORGAN CHASE & CO DTD 11/28/2018 4.25% 11/30/2025-2024 P 2018-11-28 2025-06-23
6 SHARES OF PEPSICO INC P 2016-06-08 2024-12-18
9 SHARES OF ABBOTT LABORATORIES P 2016-06-08 2024-12-18
8 SHARES OF AGILENT TECHNOLOGIES INC P 2019-03-18 2024-12-18
18 SHARES OF ALPHABET INC CL C P 2016-06-08 2024-12-18
16 SHARES OF APPLE INC P 2016-06-08 2024-12-18
1 SHARES OF BLACKROCK P 2016-06-08 2024-12-18
6 SHARES OF DANAHER CORP P 2016-06-08 2024-12-18
2 SHARES OF DEERE & CO INC P 2023-06-12 2024-12-18
3 SHARES OF HONEYWELL INTERNATIONAL INC P 2020-06-19 2024-12-18
7 SHARES OF INTERCONTINENTAL EXCHANGE INC P 2017-11-28 2024-12-18
2 SHARES OF INTUIT P 2023-12-01 2024-12-18
5 SHARES OF JOHNSON & JOHNSON P 2016-06-08 2024-12-18
2 SHARES OF KLA CORPORATION P 2023-12-01 2024-12-18
3 SHARES OF ELI LILLY & CO P 2020-01-29 2024-12-18
7 SHARES OF MARSH & MCLENNAN COS INC P 2016-06-08 2024-12-18
7 SHARES OF MICROSOFT CORP P 2020-05-07 2024-12-18
8 SHARES OF MORGAN STANLEY P 2016-06-08 2024-12-18
5 SHARES OF NESTLE S A SPONSORED ADR P 2016-06-08 2024-12-18
1 SHARES OF O'REILLY AUTOMOTIVE INC P 2016-06-08 2024-12-18
14 SHARES OF ORACLE CORP P 2020-03-27 2024-12-18
4 SHARES OF PHILLIPS 66 P 2016-08-17 2024-12-18
4 SHARES OF PHILLIPS 66 P 2020-05-07 2024-12-18
4 SHARES OF PHILLIPS 66 P 2020-09-10 2024-12-18
5 SHARES OF PROCTER & GAMBLE CO P 2016-06-08 2024-12-18
15 SHARES OF CHARLES SCHWAB CORPORATION P 2020-06-11 2024-12-18
2 SHARES OF SNAP-ON INC P 2016-06-08 2024-12-18
7 SHARES OF TEXAS INSTRUMENTS INC P 2016-06-08 2024-12-18
3 SHARES OF UNION PACIFIC CORP P 2016-06-08 2024-12-18
1 SHARES OF UNITEDHEALTH GROUP INC P 2022-02-08 2024-12-18
4 SHARES OF VISA INC CL A P 2019-02-21 2024-12-18
15 SHARES OF WALMART INC P 2019-03-18 2024-12-18
6 SHARES OF EATON CORP PLC P 2016-06-08 2024-12-18
3 SHARES OF LINDE PLC P 2018-11-02 2024-12-18
4 SHARES OF CHUBB LIMITED P 2023-12-01 2024-12-18
6 SHARES OF GARMIN LTD P 2020-12-03 2024-12-18
2 SHARES OF GARMIN LTD P 2023-06-12 2024-12-18
23 SHARES OF UNITEDHEALTH GROUP INC P 2022-02-08 2025-02-26
106 SHARES OF CHEVRON CORPORATION P 2023-08-21 2024-09-26
10 SHARES OF ABBVIE INC P 2021-06-14 2024-12-18
12 SHARES OF AMERICAN ELECTRIC POWER CO INC P 2021-06-14 2024-12-18
18 SHARES OF AMERICAN INTERNATIONAL GROUP INC P 2023-06-15 2024-12-18
4 SHARES OF AMGEN INC P 2022-05-18 2024-12-18
23 SHARES OF BROADCOM INC P 2021-06-14 2024-12-18
6 SHARES OF CATERPILLAR INC P 2021-06-14 2024-12-18
16 SHARES OF CISCO SYSTEMS INC P 2021-06-14 2024-12-18
15 SHARES OF COCA COLA CO P 2022-05-18 2024-12-18
17 SHARES OF CONOCOPHILLIPS P 2021-06-14 2024-12-18
29 SHARES OF CORNING INC P 2023-07-11 2024-12-18
9 SHARES OF DUKE ENERGY CORP P 2021-06-14 2024-12-18
8 SHARES OF GENUINE PARTS CO P 2021-06-14 2024-12-18
3 SHARES OF GOLDMAN SACHS GROUP INC P 2021-06-14 2024-12-18
4 SHARES OF HOME DEPOT INC P 2021-06-14 2024-12-18
5 SHARES OF INTERNATIONAL BUSINESS MACHINES P 2021-06-14 2024-12-18
15 SHARES OF JPMORGAN CHASE & CO P 2021-06-14 2024-12-18
8 SHARES OF KIMBERLY-CLARK CORP P 2020-05-07 2024-12-18
37 SHARES OF KINDER MORGAN INC P 2021-06-14 2024-12-18
3 SHARES OF LOCKHEED MARTIN CORP P 2021-06-14 2024-12-18
7 SHARES OF MCDONALDS CORP P 2021-06-14 2024-12-18
13 SHARES OF MERCK & CO INC P 2021-06-14 2024-12-18
12 SHARES OF NETAPP INC P 2021-06-14 2024-12-18
12 SHARES OF NEXTERA ENERGY INC P 2021-06-14 2024-12-18
9 SHARES OF PHILIP MORRIS INTERNATIONAL INC P 2016-06-03 2024-12-18
16 SHARES OF RTX CORPORATION P 2021-06-14 2024-12-18
12 SHARES OF SYSCO CORP P 2021-06-14 2024-12-18
5 SHARES OF TARGET CORP P 2021-06-14 2024-12-18
6 SHARES OF UNITED PARCEL SERVICE INC CL B P 2021-06-14 2024-12-18
8 SHARES OF WASTE MANAGEMENT INC P 2021-06-14 2024-12-18
19 SHARES OF ISHARES RUSSELL 1000 VALUE ETF P 2022-09-19 2024-12-18
95 SHARES OF PFIZER INC P 2021-06-14 2024-12-26
18 SHARES OF UNITED PARCEL SERVICE INC CL B P 2021-06-14 2024-12-26
86 SHARES OF BROADCOM INC P 2021-06-14 2025-01-10
10 SHARES OF JPMORGAN CHASE & CO P 2016-06-08 2025-01-10
42 SHARES OF JPMORGAN CHASE & CO P 2021-06-14 2025-01-10
136 SHARES OF PFIZER INC P 2016-06-03 2025-04-09
41 SHARES OF PFIZER INC P 2016-07-01 2025-04-09
28 SHARES OF PFIZER INC P 2020-05-07 2025-04-09
265 SHARES OF PFIZER INC P 2024-03-06 2025-04-09
3 SHARES OF CONOCOPHILLIPS P 2021-06-14 2025-05-22
1 SHARES OF HOME DEPOT INC P 2021-06-14 2025-05-22
11 SHARES OF NEXTERA ENERGY INC P 2021-06-14 2025-05-22
9 SHARES OF ABBVIE INC P 2021-06-14 2025-06-23
10 SHARES OF AMERICAN ELECTRIC POWER CO INC P 2021-06-14 2025-06-23
13 SHARES OF AMERICAN INTERNATIONAL GROUP INC P 2023-06-15 2025-06-23
4 SHARES OF AMGEN INC P 2022-05-18 2025-06-23
5 SHARES OF CATERPILLAR INC P 2021-06-14 2025-06-23
10 SHARES OF BROADCOM INC P 2019-01-03 2025-06-23
1 SHARES OF BROADCOM INC P 2021-06-14 2025-06-23
13 SHARES OF CISCO SYSTEMS INC P 2021-06-14 2025-06-23
12 SHARES OF COCA COLA CO P 2022-05-18 2025-06-23
10 SHARES OF CONOCOPHILLIPS P 2021-06-14 2025-06-23
24 SHARES OF CORNING INC P 2023-07-11 2025-06-23
8 SHARES OF DUKE ENERGY CORP P 2021-06-14 2025-06-23
6 SHARES OF GENUINE PARTS CO P 2021-06-14 2025-06-23
3 SHARES OF GOLDMAN SACHS GROUP INC P 2021-06-14 2025-06-23
2 SHARES OF HOME DEPOT INC P 2021-06-14 2025-06-23
4 SHARES OF INTERNATIONAL BUSINESS MACHINES P 2021-06-14 2025-06-23
9 SHARES OF JPMORGAN CHASE & CO P 2016-06-08 2025-06-23
4 SHARES OF KIMBERLY-CLARK CORP P 2016-07-01 2025-06-23
2 SHARES OF KIMBERLY-CLARK CORP P 2020-05-07 2025-06-23
29 SHARES OF KINDER MORGAN INC P 2021-06-14 2025-06-23
2 SHARES OF LOCKHEED MARTIN CORP P 2021-06-14 2025-06-23
5 SHARES OF MCDONALDS CORP P 2021-06-14 2025-06-23
13 SHARES OF MERCK & CO INC P 2021-06-14 2025-06-23
10 SHARES OF NETAPP INC P 2021-06-14 2025-06-23
8 SHARES OF PHILIP MORRIS INTERNATIONAL INC P 2016-06-03 2025-06-23
12 SHARES OF RTX CORPORATION P 2021-06-14 2025-06-23
9 SHARES OF SYSCO CORP P 2021-06-14 2025-06-23
5 SHARES OF TARGET CORP P 2021-06-14 2025-06-23
6 SHARES OF UNITED PARCEL SERVICE INC CL B P 2016-07-01 2025-06-23
6 SHARES OF WASTE MANAGEMENT INC P 2021-06-14 2025-06-23
16 SHARES OF ISHARES RUSSELL 1000 VALUE ETF P 2024-05-30 2025-06-23
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,483   2,012 471
b 677   705 -28
c 729   725 4
d 1,228   1,277 -49
e 14,230   15,758 -1,528
13,932   15,809 -1,877
222   242 -20
4,652   4,798 -146
40,497   38,344 2,153
1,027   959 68
69   71 -2
610   604 6
120   127 -7
730   780 -50
767   740 27
234   234 0
45,910   52,169 -6,259
25,000   25,000 0
50,000   50,000 0
14,701   7,628 7,073
69,747   17,310 52,437
2,040   509 1,531
3,592   2,399 1,193
3,508   3,684 -176
2,110   291 1,819
36,750   40,449 -3,699
24,697   25,138 -441
15,048   8,229 6,819
18,570   10,618 7,952
49,844   50,152 -308
927   619 308
1,015   351 664
1,081   648 433
3,484   654 2,830
4,022   396 3,626
1,035   360 675
1,387   401 986
864   773 91
688   444 244
1,063   485 578
1,318   1,150 168
726   579 147
1,285   1,098 187
2,311   422 1,889
1,488   466 1,022
3,117   1,289 1,828
993   213 780
409   383 26
1,236   262 974
2,365   695 1,670
452   310 142
452   291 161
452   225 227
850   413 437
1,123   560 563
688   319 369
1,324   434 890
681   266 415
503   491 12
1,263   575 688
1,423   497 926
2,052   335 1,717
1,279   490 789
1,101   917 184
1,262   713 549
421   213 208
10,612   11,287 -675
15,076   16,997 -1,921
1,755   1,146 609
1,097   1,018 79
1,284   1,024 260
1,047   980 67
5,228   1,089 4,139
2,230   1,301 929
931   858 73
951   928 23
1,664   1,026 638
1,365   1,025 340
961   918 43
941   1,015 -74
1,682   1,119 563
1,596   1,226 370
1,119   709 410
3,517   2,370 1,147
1,048   1,104 -56
967   611 356
1,457   1,162 295
2,057   1,646 411
1,286   975 311
1,454   996 458
857   877 -20
1,128   911 217
1,862   1,414 448
931   949 -18
663   1,159 -496
752   1,205 -453
1,653   1,116 537
3,544   2,809 735
2,518   3,743 -1,225
2,274   3,616 -1,342
19,207   4,070 15,137
2,394   652 1,742
10,054   6,635 3,419
3,028   4,485 -1,457
913   1,381 -468
623   993 -370
5,900   7,201 -1,301
259   181 78
368   306 62
726   804 -78
1,656   1,032 624
1,033   848 185
1,109   740 369
1,139   980 159
1,821   1,084 737
2,536   242 2,294
254   47 207
874   697 177
832   743 89
914   603 311
1,232   848 384
935   816 119
723   762 -39
1,930   1,119 811
709   613 96
1,151   567 584
2,487   587 1,900
516   549 -33
258   276 -18
810   479 331
941   775 166
1,441   1,176 265
1,034   975 59
1,039   830 209
1,474   809 665
1,747   1,061 686
677   712 -35
481   1,159 -678
598   650 -52
1,403   837 566
3,042   2,782 260
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       471
b       -28
c       4
d       -49
e       -1,528
      -1,877
      -20
      -146
      2,153
      68
      -2
      6
      -7
      -50
      27
      0
      -6,259
      0
      0
      7,073
      52,437
      1,531
      1,193
      -176
      1,819
      -3,699
      -441
      6,819
      7,952
      -308
      308
      664
      433
      2,830
      3,626
      675
      986
      91
      244
      578
      168
      147
      187
      1,889
      1,022
      1,828
      780
      26
      974
      1,670
      142
      161
      227
      437
      563
      369
      890
      415
      12
      688
      926
      1,717
      789
      184
      549
      208
      -675
      -1,921
      609
      79
      260
      67
      4,139
      929
      73
      23
      638
      340
      43
      -74
      563
      370
      410
      1,147
      -56
      356
      295
      411
      311
      458
      -20
      217
      448
      -18
      -496
      -453
      537
      735
      -1,225
      -1,342
      15,137
      1,742
      3,419
      -1,457
      -468
      -370
      -1,301
      78
      62
      -78
      624
      185
      369
      159
      737
      2,294
      207
      177
      89
      311
      384
      119
      -39
      811
      96
      584
      1,900
      -33
      -18
      331
      166
      265
      59
      209
      665
      686
      -35
      -678
      -52
      566
      260
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 2 129,706
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 2,492
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 2,492
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 2,492
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,600
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,300
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,900
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 57
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 1,351
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,351 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowTN
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowTRUXTON TRUST Telephone no.right arrow (615) 515-1737

Located atright arrow20 BURTON HILLS BLVD SUITE 200NASHVILLETN ZIP+4right arrow37215
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
DAVID TATE RICH TRUSTEE
1.00 		11,599 0 0
C/O TRUXTON TRUST 20 BURTON HILLS
BLVD STE 200
NASHVILLE,TN37215
AMY LUCILE RICH TRUSTEE
1.00 		11,599 0 0
C/O TRUXTON TRUST 20 BURTON HILLS
BLVD STE 200
NASHVILLE,TN37215
JOHN WILLIAM RICH TRUSTEE
1.00 		11,599 0 0
C/O TRUXTON TRUST 20 BURTON HILLS
BLVD STE 200
NASHVILLE,TN37215
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,468,870
b
Average of monthly cash balances.......................
1b
170,939
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,639,809
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
3,639,809
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
54,597
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,585,212
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
179,261
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
179,261
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,492
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,492
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
176,769
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
176,769
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
176,769
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
150,000
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
150,000
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 7 176,769
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 135,602
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$ 150,000
a Applied to 2023, but not more than line 2a 135,602
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..... 14,398
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		162,371
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JOHN GLEASON
C/O TRUXTON TRUST 20 BURTON HILLS
BLVD SUITE 200
NASHVILLE,TN37215
(615) 515-1708
JOHN.GLEASON@TRUXTONTRUST.COM
bThe form in which applications should be submitted and information and materials they should include:
MAIL
cAny submission deadlines:
MAY 31ST
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
100 CLUB OF NASHVILLE


PO BOX 58706
NASHVILLE,TN37205 		NONE PUBLIC GENERAL SUPPORT 200
ABE'S GARDEN


115 WOODMONT BLVD
NASHVILLE,TN37205 		NONE PUBLIC GENERAL SUPPORT 2,500
ALZHEIMER'S ASSOCIATION


1801 WEST END AVE 200
NASVHILLE,TN37203 		NONE PUBLIC FOR ASSISTANCE WITH RESEARCH AND PATIENTS 500

ANDREW JACKSON'S HERMITAGE

4580 RACHELS LN
HERMITAGE,TN37076 		NONE PUBLIC GENERAL SUPPORT 10,000
BOYS GIRLS CLUB


1704 CHARLOTTE AVE
NASHVILLE,TN37203 		NONE PUBLIC TO PROVIDE ACTIVITES AND A SAFE PLACE FOR YOUTHS 250
CADDIE AND LEADERSHIP ACADEMY


3801 HOBBS ROAD
NASHVILLE,TN37215 		NONE PUBLIC GENERAL SUPPORT 200

CASA INC DAVIDSON COUNTY

601 WOODLAND ST
NASHVILLE,TN37206 		NONE PUBLIC GENERAL SUPPORT 250

CENTRAL LUTHERAN CHURCH

1710 11TH AVE
SEATTLE,WA98122 		NONE PUBLIC GENERAL SUPPORT 2,500
CHEEKWOOD


PO BOX 50438
NASHVILLE,TN37205 		NONE PUBLIC TO HELP PRESERVE AND MAINTAIN CHEEKWOOD'S GARDENS AND MUSEUM 9,000

CHILDREN'S FUND

5773 WOODWAY DRIVE
HOUSTON,TX77057 		NONE PUBLIC GENERAL SUPPORT 3,000

CROSSROAD CAMPUS

707 MONROE ST
NASHVILLE,TN37208 		NONE PUBLIC GENERAL SUPPORT 200
CUMBERLAND HEIGHTS


PO BOX 90727
NASHVILLE,TN37209 		NONE PUBLIC PROVIDE DRUG & ALCOHOL TREATMENT 1,100

CUMBERLAND RIVER COMPACT

2 VICTORY AVE 300
NASHVILLE,TN37213 		NONE PUBLIC GENERAL SUPPORT 1,000
ENSWORTH SCHOOL


211 ENSWORTH AVE
NASHVILLE,TN37205 		NONE PUBLIC CAPITAL CAMPAIGN FOR LOWER SCHOOL BUILDING 11,000

FAITH FAMILY MEDICAL CLINIC

326 21ST AVENUE NORTH
NASHVILLE,TN37203 		NONE PUBLIC PROVIDE MEDICAL CARE TO UNISURED WORKING PEOPLE 350
FEDERALIST SOCIETY


1776 ST NW SUITE 300
WASHINGTON,DC20006 		NONE PUBLIC GENERAL SUPPORT 100

FRIENDS OF RADNOR LAKE

1160 OTTER CREEK ROAD
NASHVILLE,TN37220 		NONE PUBLIC GENERAL SUPPORT 1,000
FRIENDS OF WARNER PARK


50 VAUGHN RD
NASHVILLE,TN37221 		NONE PUBLIC SUPPORT PRESERVATION OF LOCAL PARKS. 10,000
FRIST CENTER FOR THE VISUAL ARTS


919 BROADWAY
NASHVILLE,TN37203 		NONE PUBLIC GENERAL SUPPORT 500

HARDING ACADEMCY

170 WINDSOR DRIVE
NASHVILLE,TN37205 		NONE PUBLIC GENERAL SUPPORT 3,000

HARPETH HALL SCHOOL

3801 HOBBS ROAD
NASHVILLE,TN37215 		NONE PUBLIC FOR SCHOOL PROGRAMS AND BUILDING PROJECTS 3,500

HIGHLAND'S PLATEAU GREENWAY

PO BOX 2608
HIGHLANDS,NC28741 		NONE PUBLIC DEVELOP A SYSTEM OF WALKING AND HIKING TRAILS THAT PROTECT AND CONNECT THE NATURAL SETTINGS AND HIST 100
HILLSDALE COLLEGE


33 E COLLEGE ST
HILLSDALE,MI49242 		NONE PUBLIC GENERAL SUPPORT 100
HOPE ON THE ROW


829 STONE HEDGE CT
OLD HICKORY,TN37138 		NONE PUBLIC GENERAL SUPPORT 1,000

KINKAID SCHOOL

201 KINKAID SCHOOL DRIVE
HOUSTON,TX77024 		NONE PUBLIC GENERAL SUPPORT 1,500
LOUISVILLE PRESBYTERIAN SEMINARY


1044 ALTA VISTA RD
LOUSIVILLE,KY40205 		NONE PUBLIC FOR SCHOOL PROGRAMS AND PROJECTS 100

LOVETT SCHOOL

4075 PACES FERRY ROAD NW
ATLANTA,GA30327 		NONE PUBLIC GENERAL SUPPORT 1,500

LOWER EAST SIDE GIRLS CLUB

402 E 8TH ST
NEW YORK,NY10009 		NONE PUBLIC GENERAL SUPPORT 2,000
MARTHA O'BRYAN FOUNDATION


711 S 7TH STREET
NASHVILLE,TN37206 		NONE PUBLIC TO EMPOWER YOUTHS & ADULTS IN POVERTY TO TRANSFORM THEIR LIVES 500
MONTGOMERY BELL ACADEMY


4001 HARDING RD
NASHVILLE,TN37205 		NONE PUBLIC FOR SCHOOL PROGRAMS AND CAPITAL PROJECTS 4,200
NASHVILLE ANTI-HUMAN TRAFFICKING CO


PO BOX 158972
NASHVILLE,TN37215 		NONE PUBLIC GENERAL SUPPORT 1,000

NASHVILLE DOLPHINS

95 WHITE BRIDGE ROAD STE 221
NASHVILLE,TN37205 		NONE PUBLIC PROVIDE FREE SWIM INSTRUCTIONS 1,500
NASHVILLE GREENWAYS


PO BOX 196340
NASHVILLE,TN37219 		NONE PUBLIC FOR MAINTENANCE AND IMPROVEMENT OF NASHVILLE'S GREENWAYS 1,000
NASHVILLE HUMANE ASSOCIATION


213 OCEOLA AVE
NASHVILLE,TN37209 		NONE PUBLIC SUPPORT ANIMAL RESCUE PROGRAMS. 1,000
NASHVILLE OPERA


3622 REDMON ST
NASHVILLE,TN37209 		NONE PUBLIC SUPPORT MUSIC/OPERA PROGRAMS. 100
NASHVILLE SHAKESPEARE FESTIVAL


161 RAINS AVE
NASHVILLE,TN37203 		NONE PUBLIC PROVIDE ENTERTAINMENT AND ENRICHMENT THROUGH PERFORMANCES 100

NEW DIALECT

4611 ELKINS AVENUE
NASHVILLE,TN37209 		NONE PUBLIC PROVIDE DANCE CLASSES TO THE PUBLIC 500
PRAGER UNIVERSITY


15021 VENTURA BLVD 552
SHERMAN OAKS,CA91403 		NONE PUBLIC GENERAL SUPPORT 100
PROJECT REDESIGN


PO BOX 159276
NASHVILLE,TN37215 		NONE PUBLIC TO PROVIDE INTERIOR REDESIGN FOR LOW INCOME FAMILIES. 1,000

ST ANN CATHOLIC CHURCH

5101 CHARLOTTE AVE
NASHVILLE,TN37209 		NONE PUBLIC GENERAL SUPPORT 3,000
THISBE NOAH SCOTT FOUNDATION


PO BOX 50332
NASHVILLE,TN37205 		NONE PUBLIC PROVIDE FUNDS FOR SUPPORT AND RESEARCH OF PEDIATRIC NEUROMUSCULAR DISEASE 500
THISTLE FARMS


5122 CHARLOTTE PIKE
NASHVILLE,TN37209 		NONE PUBLIC SUPPORT WOMEN'S PROGRAMS. 500
TREASURE CAY COMMUNITY FOUNDATION I


3918 WILSHIRE DR
SARASOTA,FL34238 		NONE PUBLIC GENERAL SUPPORT 150

VANDERBILT UNIVERSITY COMMODORE CLUB

2601 JESS NEELY BLVD
NASHVILLE,TN37240 		NONE PUBLIC GENERAL SUPPORT 500

VANDERBILT UNIVERSITY GRIDIRON CLUB

2601 JESS NEELY BLVD
NASHVILLE,TN37240 		NONE PUBLIC GENERAL SUPPORT 50,000

VANDERBILT UNIVERSITY PEACH BOWL SCHOLARSHIP FUND

2601 JESS NEELY BLVD
NASHVILLE,TN37240 		NONE PUBLIC GENERAL SUPPORT 500

VANDERBILT UNIVERSITY SCHOOL OF ART & SCIENCES

2301 VANDERBILT PLACE
NASHVILLE,TN37240 		NONE PUBLIC GENERAL SUPPORT 1,000
WESTMINSTER CHURCH


3900 WEST END AVE
NASHVILLE,TN37205 		NONE PUBLIC SUPPORT FOR CHURCH PROGRAMS AND ACTIVITIES 8,000
WHO U WITH


2900 VANDERBILT PLACE STE 101
NASHVILLE,TN37212 		NONE PUBLIC CHALLENGE COLLEGE ATHLETES & COACHES TO GROW IN CHRIST 200

WMOT PUBLIC RADIO

1735 BLUE RAIDER DR
MURFREESBORO,TN37132 		NONE PUBLIC GENERAL SUPPORT 1,250

WNXP PUBLIC RADIO 911

630 MAINSTREAM DRIVE
NASHVILLE,TN37228 		NONE PUBLIC GENERAL SUPPORT 1,250
WOODMONT CHRISTIAN CHURCH


3601 HILLSBORO RD
NASHVILLE,TN37215 		NONE PUBLIC FOR THE NASHVILLE FOOD PROJECT AND OTHER CHURCH PROGRAMS 3,200
WPLN PUBLIC RADIO


22 PO BOX 440567
NASHVILLE,TN37244 		NONE PUBLIC TO SUPPORT LOCAL PUBLIC RADIO 2,500
Total .................................right arrow 3a 150,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 93,593  
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 .....     01 45  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 129,706  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 223,344 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
223,344
(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 RICH FOUNDATION
 
C/O TRUXTON TRUST
EIN:
62-1588498
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 4,925 0   0

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE RICH FOUNDATION
 
C/O TRUXTON TRUST
EIN:
62-1588498
Name of Bond End of Year Book Value End of Year Fair Market Value
AMAZON.COM INC SR GLBL NT DTD 46,257 45,827
BANK OF NEW YORK MTN 25,062 24,944
BRISTOL MYERS SQUIBB CO SR NT DTD 11/13/2023 5.75% 51,360 53,247
BURLINGTON NORTHERN SANTA FE DEBENTURES 54,480 53,150
BURLINGTON RESOURCES INC 26,694 25,315
INTERCONTINENTAL EXCHANGE INC SR GLBL NT DTD 08/06/2018 3.75% 50,591 49,249
KROGER CO 53,972 56,023
LOEWS CORP SR GLOBAL NT DTD 03/17/2016 3.75% 25,052 24,864
MANULIFE FINL CORP SR NT DTD 03/01/2016 4.15% 25,233 24,955
NATIONAL RURAL UTILITIES COOP FIN GLBL BD DTD 26,479 26,571
PACIFICORP 1M GLBL BD DTD 01/05/2024 5.3% 02/15/2031-2030 25,275 25,738
PACIFICORP 1M GLBL BD DTD 01/05/2024 5.45% 02/15/2034-2033 99,936 101,424
PHILIP MORRIS INTERNATIONAL INC 50,652 52,882
PHILLIPS 66 GT SR NT DTD 51,008 49,565
ROYAL BANK CANADA 30,000 29,603
SIMON PROPERTY GROUP LP GLBL NT DTD 76,618 78,313
TOYOTA MOTORCREDIT CORP FR DTD 51,521 52,621
UBS AG LONDON BRANCH FR DTD 06/06/2022 4.25% 06/09/2031-2030 30,000 29,114
UNITEDHEALTH GROUP 2.75% 20,121 20,526
UNITEDHEALTH GROUP 5.25% 40,957 41,424

TY 2024 InvestmentsCorpStockSchedule
Name:
THE RICH FOUNDATION
 
C/O TRUXTON TRUST
EIN:
62-1588498
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 5,026 17,545
ABBVIE INC COM 11,230 25,430
AGILENT TECHNOLOGIES INC 8,767 13,335
ALPHABET INC CAP STK CL C 9,381 45,767
AMAZON.COM INC 26,913 34,005
AMERICAN ELECTRIC POWER CO INC 12,482 17,847
AMERICAN INTERNATIONAL GROUP INC 12,746 19,172
AMGEN INC 15,683 17,869
APPLE INC 5,414 44,932
BLACKROCK INC 5,759 16,788
BROADCOM INC 4,605 52,374
CATERPILLAR INC 11,282 32,221
CHARLES SCHWAB CORPORATION 7,002 19,069
CHUBB LIMITED 11,007 13,907
CISCO SYSTEMS INC 9,582 14,986
CITIGROUP INC 15,418 17,790
COCA COLA CO 12,750 14,575
CONOCOPHILLIPS 9,043 19,743
CORNING INC 13,546 20,142
DANAHER CORP 5,607 16,593
DEERE CO INC 11,213 14,746
DUKE ENERGY CORP 10,060 13,806
EATON CORP PLC 4,686 29,987
EOG RESOURCES INC 13,412 13,277
GARMIN LTD 9,530 22,124
GENUINE PARTS CO 10,320 12,495
GOLDMAN SACHS GROUP INC 8,694 31,141
HOME DEPOT INC 12,040 19,799
HONEYWELL INTERNATIONAL INC 6,665 10,480
INTERCONTINENTAL EXCHANGE INC 7,105 18,897
INTERNATIONAL BUSINESS MACHINES 8,112 20,340
INTERNATIONAL PAPER CO 13,351 12,831
INTUIT 10,928 14,965
ISHARES CORE S&P 500 ETF 10,840 11,176
ISHARES CORE S&P SMALL-CAP 55,239 103,498
ISHARES RUSSELL 1000 GROWTH 54,782 228,424
ISHARES RUSSELL 1000 VALUE INDEX 42,359 50,500
JOHNSON & JOHNSON 8,223 10,845
JPMORGAN CHASE & CO COM 9,780 42,617
KIMBERLY-CLARK CORP 13,405 13,279
KINDER MORGAN INC 6,750 14,700
KLA CORPORATION 8,739 17,019
LILLY ELI & CO 6,296 35,079
LINDE PLC 6,865 19,706
LOCKHEED MARTIN CORP 10,504 15,747
MARSCH & MCLENNAN COS INC 6,656 21,864
MCDONALD'S CORP 13,768 25,711
MERCK & CO INC 11,080 14,328
MICROSOFT CORP 6,466 54,715
MORGAN STANLEY 2,817 14,931
NESTLE SA ADR 4,667 6,059
NETAPP INC 9,600 17,794
NEXTERA ENERGY INC 7,231 10,760
O REILLY AUTOMOTIVE INC 3,403 17,575
ORACLE CORP 7,482 41,540
PEPSICO INC 8,670 11,091
PFIZER INC 12,354 12,944
PHILIP MORRIS INTERNATIONAL INC 10,988 21,309
PHILLIPS 66 9,045 19,207
PROCTER & GAMBLE CO 5,286 10,196
RTX CORPORATION 13,829 30,810
SCHWAB INTERNATIONAL EQUITY 42,699 62,985
SNAP-ON INC 4,495 9,024
SYSCO CORP 9,018 11,891
TARGET CORP 6,401 6,807
TEXAS INSTRUMENTS INC 6,824 22,838
UNION PACIFIC CORP 4,614 11,964
UNITED PARCEL SERVICE 9,301 9,387
VANGUARD FTSE DEVELOPED MARKETS 183,257 294,229
VANGUARD GROWTH 32,787 247,258
VANGUARD INTL DIV APPREC ETF 33,620 32,894
VANGUARD MID-CAP 64,082 181,330
VANGUARD REIT INDEX ETF 36,928 42,393
VISA INC CL A 7,900 19,528
WAL-MART INC 7,061 20,827
WASTE MANAGEMENT INC 10,078 24,713
ZOETIS INC CL A 8,459 7,486

TY 2024 InvestmentsGovtObligationsSch
Name:
THE RICH FOUNDATION
 
C/O TRUXTON TRUST
EIN:
62-1588498
US Government Securities - End of Year Book Value:

0
US Government Securities - End of Year Fair Market Value:

0
State & Local Government Securities - End of Year Book Value:


25,054
State & Local Government Securities - End of Year Fair Market Value:


24,744


TY 2024 OtherExpensesSchedule
Name:
THE RICH FOUNDATION
 
C/O TRUXTON TRUST
EIN:
62-1588498
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 45,614 45,614   0


TY 2024 OtherIncomeSchedule2
Name:
THE RICH FOUNDATION
 
C/O TRUXTON TRUST
EIN:
62-1588498
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CLASS ACTION PROCEEDS 45 0 45


TY 2024 TaxesSchedule
Name:
THE RICH FOUNDATION
 
C/O TRUXTON TRUST
EIN:
62-1588498
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 166 166   0
FEDERAL TAX 3,999 0   0