Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 10-01-2020 , and ending 09-30-2021
Name of foundation
JOE C DAVIS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)104 WOODMONT BLVD STE 310
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NASHVILLE, TN37205
A Employer identification number

62-6125481
B Telephone number (see instructions)

(615) 352-9036
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$166,745,256J 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) 5,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,565,730 2,565,730  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 16,269,425
b Gross sales price for all assets on line 6a 42,441,080
7 Capital gain net income (from Part IV, line 2)... 16,269,425
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)....... 76,042 76,042  
12 Total. Add lines 1 through 11........ 18,916,197 18,911,197  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 178,333 0   178,333
15 Pension plans, employee benefits....... 20,443 0   20,443
16a Legal fees (attach schedule)......... 1,525 0   1,525
b Accounting fees (attach schedule)....... 10,600 6,800   3,800
c Other professional fees (attach schedule).... 1,418,893 1,418,893   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 54,792 54,792   0
19 Depreciation (attach schedule) and depletion... 160 0  
20 Occupancy.............. 13,220 0   13,220
21 Travel, conferences, and meetings....... 4,690 0   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 517,195 165,704   351,491
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,219,851 1,646,189   568,812
25 Contributions, gifts, grants paid....... 6,339,500 6,339,500
26 Total expenses and disbursements. Add lines 24 and 25 8,559,351 1,646,189   6,908,312
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 10,356,846
b Net investment income (if negative, enter -0-) 17,265,008
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 5 1 1
2 Savings and temporary cash investments......... 5,028,443 10,956,402 10,956,402
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 5,637,059 6,544,932 6,108,041
b Investments—corporate stock (attach schedule)....... 41,309,768 43,284,867 80,772,151
c Investments—corporate bonds (attach schedule)....... 5,407,863 4,999,048 5,041,693
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 37,448,519 39,403,413 63,866,567
14 Land, buildings, and equipment: basis bullet8,500
Less: accumulated depreciation (attach schedule) bullet8,099 561 401 401
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 94,832,218 105,189,064 166,745,256
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 bullet) 1,625 1,625
23 Total liabilities (add lines 17 through 22)......... 1,625 1,625
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
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 bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 94,830,593 105,187,439
29 Total net assets or fund balances (see instructions)..... 94,830,593 105,187,439
30 Total liabilities and net assets/fund balances (see instructions). 94,832,218 105,189,064
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
94,830,593
2
Enter amount from Part I, line 27a .....................
2
10,356,846
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
105,187,439
5
Decreases not included in line 2 (itemize) bullet
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
105,187,439
Form 990-PF (2020)
Form 990-PF (2020)
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 BRAVE WARRIOR      
b BRAVE WARRIOR      
c GARDNER RUSSO      
d REGIONS      
e REGIONS      
VANGUARD EXT MKT INDEX FUND     2021-04-13
VANGUARD 500 INDEX FUND ADM     2021-07-16
VANGUARD 500 INDEX FUND ADM     2021-03-31
VANGUARD 500 INDEX FUND ADM     2021-04-13
VANGUARD TOTAL INTL STOCK INDEX FUND     2021-04-13
VANGUARD 500 INDEX FUND ADM P   2021-07-16
CAPITAL GAINS DIVIDENDS P    
(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 9,217,447   6,837,122 2,380,325
b 20,450,894   11,516,482 8,934,412
c 5,897,309   2,204,908 3,692,401
d 2,058,056   2,061,905 -3,849
e 2,331,611   2,203,107 128,504
160,000   39,149 120,851
410,893   355,653 55,240
250,000   72,322 177,678
710,000   195,814 514,186
330,000   276,813 53,187
589,107   408,380 180,727
35,763     35,763
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       2,380,325
b       8,934,412
c       3,692,401
d       -3,849
e       128,504
      120,851
      55,240
      177,678
      514,186
      53,187
      180,727
      35,763
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 16,269,425
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
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
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 Bullet 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)
b Reserved................................ 1 239,984
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% 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........................... 3 239,984
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- ..... 5 239,984
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 38,149
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 38,149
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 4,230
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 206,065
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    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 XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTN
    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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.JOECDAVISFOUNDATION.ORG
    14
    The books are in care ofbulletTHE ORGANIZATION Telephone no.bullet (615) 352-9036

    Located atbullet104 WOODMONT BLVD STE 310NASHVILLETN ZIP+4bullet37205
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 bullet
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
    ........bullet
    c
    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 2020?.............
    1c
     
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    3b
     
    No
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    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?
    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? .................
    Part VIII
    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
    WILLIAM R DELOACHE JR CO-TRUSTEE
    5.00     		0 0 0
    104 WOODMONT BLVD STE 310
    NASHVILLE,TN37205
    FRANCES ELLISON CO-TRUSTEE
    5.00     		0 0 0
    70 ROUND POND ROAD
    GREENVILLE,SC29607
    ANNE DAVIS CO-TRUSTEE
    5.00     		0 0 0
    3420 HAMPTON AVENUE
    NASHVILLE,TN37215
    NANCY BEVERIDGE CO-TRUSTEE
    5.00     		0 0 0
    209 LYNNWOOD TERRACE
    NASHVILLE,TN37205
    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
    ANGELA GODDARD ASSOCIATE DIRECTOR
    40.00     		170,833 6,800 0
    104 WOODMONT BLVD STE 310
    NASHVILLE,TN37205
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    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
    BRAVE WARRIOR ADVISORS INVESTMENT MANAGEMENT 932,712
    124 EAST 49TH ST
    NEW YORK,NY10017
    GARDNER RUSSO & GARDNER INVESTMENTS INVESTMENT MANAGEMENT 424,149
    223 EAST CHESTNUT ST
    LANCASTER,PA17602
    BLACKROCK INVESTMENT MANAGEMENT INVESTMENT MANAGEMENT 21,617
    PO BOX 1305
    CHARLOTTE,NC282011305
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-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 IX-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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    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
    142,886,604
    b
    Average of monthly cash balances.......................
    1b
    7,815,748
    c
    Fair market value of all other assets (see instructions)................
    1c
    11,566,606
    d
    Total (add lines 1a, b, and c).........................
    1d
    162,268,958
    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
    162,268,958
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,434,034
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    159,834,924
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    7,991,746
    Part XI
    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 X, line 6....................
    1
    7,991,746
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    239,984
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    239,984
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    7,751,762
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    7,751,762
    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 XIII, line 1 ...
    7
    7,751,762
    Part XII
    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
    6,908,312
    b
    Program-related investments—total from Part IX-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 V, line 8, and Part XIII, line 4
    4
    6,908,312
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    6,908,312
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 7,751,762
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 6,695,618
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 6,908,312
    a Applied to 2019, but not more than line 2a 6,695,618
    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 2020 distributable amount..... 212,694
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		7,539,068
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2020, enter the date of the ruling....... bullet
     
    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 X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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 X, 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 XV
    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 bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    ANGELA GODDARD CO JOE C DAVIS FOUND
    104 WOODMONT BLVD STE 310
    NASHVILLE,TN37205
    (615) 352-9036
    [email protected]
    bThe form in which applications should be submitted and information and materials they should include:
    SEE ATTACHED STATEMENT 15
    cAny submission deadlines:
    SEE ATTACHED STATEMENT 15
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ONLY 501(C)(3) ORGANIZATIONS - PREFERENCE IS GIVEN TO CHARITABLE ORGANIZATIONS LOCATED IN THE NASHVILLE, TN AREA. THE FOUNDATION DOES NOT GENERALLY PROVIDE SIGNIFICANT FUNDING FOR THE ARTS, ENVIRONMENTAL CAUSES, OR RELIGIOUS ACTIVITIES, EXCEPT AS MAY BE INCIDENTAL TO OTHER PROGRAMS.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    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 BLACK MEN OF MIDDLE TENNESSEE INC
    PO BOX 140789
    NASHVILLE,TN37214     		NA PUBLIC CHARITY PROGRAM SUPPORT 2,500
    A STEP AHEAD FOUNDATION
    PO BOX 159002
    NASHVILLE,TN37215     		NA PUBLIC CHARITY PROGRAM SUPPORT 10,000
    ACHIEVEMENT FIRST
    370 JAMES STREET STE 404
    NEW HAVEN,CT06513     		NA PUBLIC CHARITY PROGRAM SUPPORT 75,000
    AGAPE
    4555 TROUSDALE DRIVE
    NASHVILLE,TN37204     		NA PUBLIC CHARITY PROGRAM SUPPORT 7,500
    AMERICAN CANCER SOCIETY
    2000 CHARLOTTE AVE
    NASHVILLE,TN37203     		NA PUBLIC CHARITY PROGRAM SUPPORT 5,000
    AVENTURA COMMUNITY SCHOOL
    2529 FAIRFAX AVE
    NASHVILLE,TN37212     		NA PUBLIC CHARITY PROGRAM SUPPORT 50,000
    BACKFIELD IN MOTION
    920 WOODLAND ST
    NASHVILLE,TN37206     		NA PUBLIC CHARITY PROGRAM SUPPORT 30,000
    BES INC
    131 DARMOUTH ST FL 3
    BOSTON,MA02116     		NA PUBLIC CHARITY PROGRAM SUPPORT 30,000
    BETHLEHEM CENTER OF NASHVILLE
    1417 CHARLOTTE AVE
    NASHVILLE,TN37203     		NA PUBLIC CHARITY PROGRAM SUPPORT 10,000
    BIG BROTHERS BIG SISTERS OF MIDDLE TENNESSEE
    1704 CHARLOTTE AVE STE 130
    NASHVILLE,TN37203     		NA PUBLIC CHARITY PROGRAM SUPPORT 15,000
    BLUE MONARCH
    PO BOX 1207
    MONTEAGLE,TN37356     		NA PUBLIC CHARITY PROGRAM SUPPORT 3,000
    BOY SCOUTS OF AMERICA MIDDLE TN COUNCIL
    3414 HILLSBORO PIKE
    NASHVILLE,TN37215     		NA PUBLIC CHARITY PROGRAM SUPPORT 2,500
    BRIDGES
    935 EDGEHILL AVE
    NASHVILLE,TN37203     		NA PUBLIC CHARITY PROGRAM SUPPORT 3,500
    BROOKLYN HEIGHTS COMMUNITY GARDEN
    1830 HAYNES STREET
    NASHVILLE,TN37207     		NA PUBLIC CHARITY CAPITAL SUPPORT 2,500
    CASA INC
    340 21ST AVE NORTH
    NASHVILLE,TN37208     		NA PUBLIC CHARITY PROGRAM SUPPORT 5,000
    CENTER FOR NONPROFIT MANAGEMENT (DONORS FORUM)
    37 PEABODY STREET
    NASHVILLE,TN37210     		NA PUBLIC CHARITY PROGRAM SUPPORT 5,000
    CHAMBILSS CENTER FOR CHILDREN
    315 GILLESPIE RD
    CHATTANOOGA,TN37411     		NA PUBLIC CHARITY PROGRAM SUPPORT 2,500
    CIVICTN
    5016 CENTENNIAL BLVD STE 200
    NASHVILLE,TN37209     		NA PUBLIC CHARITY PROGRAM SUPPORT 15,000
    COMMUNITIES IN SCHOOLS TENNESSEE
    1207 18TH AVENUE S
    NASHVILLE,TN37212     		NA PUBLIC CHARITY PROGRAM SUPPORT 15,000
    COMMUNITY CARE FELLOWSHIP
    511 SOUTH 8TH STREET
    NASHVILLE,TN37206     		NA PUBLIC CHARITY PROGRAM SUPPORT 5,000
    COMMUNITY RESOURCE CENTER
    218 OMUHUNDRO PLACE
    NASHVILLE,TN37210     		NA PUBLIC CHARITY PROGRAM SUPPORT 5,000
    CONEXION AMERICAS
    2195 NOLENSVILLE PIKE
    NASHVILLE,TN37211     		NA PUBLIC CHARITY PROGRAM SUPPORT 35,000
    CROSSROADS CAMPUS
    707 MONROE STREET
    NASHVILLE,TN37208     		NA PUBLIC CHARITY PROGRAM SUPPORT 5,000
    CWJC OF MIDDLE TN
    1111 FOSTER AVE
    NASHVILLE,TN37210     		NA PUBLIC CHARITY PROGRAM SUPPORT 10,000
    DAYSTAR COUNSELING MINISTRIES
    2801 AZALEA PL
    NASHVILLE,TN37204     		NA PUBLIC CHARITY PROGRAM SUPPORT 20,000
    DISMAS INC
    1513 16TH AVE S
    NASHVILLE,TN37212     		NA PUBLIC CHARITY PROGRAM SUPPORT 5,000
    DIVERSE LEARNERS COOPERATIVE
    8011 BROOKS CHAPEL RD UNIT 3083
    BRENTWOOD,TN37027     		NA PUBLIC CHARITY PROGRAM SUPPORT 75,000
    EAST NASHVILLE HOPE EXCHANGE
    PO BOX 68423
    NASHVILLE,TN37206     		NA PUBLIC CHARITY PROGRAM SUPPORT 2,500
    EDUCATORS' COOPERATIVE
    1410 HEMLOCK AVE
    NASHVILLE,TN37216     		NA PUBLIC CHARITY PROGRAM SUPPORT 2,500
    END SLAVERY TENNESSEE
    50 VANTAGE WAY
    NASHVILLE,TN37228     		NA PUBLIC CHARITY PROGRAM SUPPORT 5,000
    EQUAL CHANCE FOR EDUCATION
    700 BELLE MEADE BLVD
    NASHVILLE,TN37205     		NA PUBLIC CHARITY PROGRAM SUPPORT 5,000
    FAITH FAMILY MEDICAL CENTER
    326 21ST AVENUE NORTH
    NASHVILLE,TN37203     		NA PUBLIC CHARITY PROGRAM SUPPORT 25,000
    FAMILY & CHILDREN'S SERVICES
    201 23RD AVENUE NORTH
    NASHVILLE,TN37203     		NA PUBLIC CHARITY PROGRAM SUPPORT 25,000
    FANNIE BATTLE DAY HOME FOR CHILDREN INC
    108 CHAPEL AVENUE
    NASHVILLE,TN37206     		NA PUBLIC CHARITY PROGRAM SUPPORT 20,000
    FRIENDS OF MILL RIDGE PARK
    5333 HICKORY HOLLOW PKWY
    ANTIOCH,TN37013     		NA PUBLIC CHARITY PROGRAM SUPPORT 40,000
    FRIENDS OF WARNER PARKS
    50 VAUGHN RD
    NASHVILLE,TN37221     		NA PUBLIC CHARITY PROGRAM SUPPORT 2,500
    GILDA'S CLUB OF MIDDLE TENNESSEE
    1707 DIVISION ST
    NASHVILLE,TN37203     		NA PUBLIC CHARITY PROGRAM SUPPORT 5,000
    GIRL SCOUTS OF MIDDLE TN
    4522 GRANNY WHITE PIKE
    NASHVILLE,TN37204     		NA PUBLIC CHARITY PROGRAM SUPPORT 2,500
    GREENWAYS FOR NASHVILLE
    PO BOX 196340
    NASHVILLE,TN37219     		NA PUBLIC CHARITY PROGRAM SUPPORT 15,000
    HABITAT FOR HUMANITY OF GREATER NASHVILLE
    414 HARDING PLACE
    NASHVILLE,TN37211     		NA PUBLIC CHARITY PROGRAM SUPPORT 20,000
    HABITAT FOR HUMANITY OF GREATER NASHVILLE
    414 HARDING PLACE
    NASHVILLE,TN37211     		NA PUBLIC CHARITY CAPITAL SUPPORT 150,000
    HANDS ON NASHVILLE
    37 PEABODY STREET STE 206
    NASHVILLE,TN37210     		NA PUBLIC CHARITY PROGRAM SUPPORT 15,000
    HARPETH HALL SCHOOL
    3801 HOBBS ROAD
    NASHVILLE,TN37215     		NA PUBLIC CHARITY PROGRAM SUPPORT 25,000
    HARPETH HALL SCHOOL
    3801 HOBBS ROAD
    NASHVILLE,TN37216     		NA PUBLIC CHARITY SCHOLARSHIPS 250,000
    HARVEST HANDS CDC
    155B OLD HERMITAGE AVE
    NASHVILLE,TN37210     		NA PUBLIC CHARITY PROGRAM SUPPORT 10,000
    HOMEWORK HOTLINE
    4805 PARK AVENUE
    NASHVILLE,TN37209     		NA PUBLIC CHARITY PROGRAM SUPPORT 5,000
    HOPE CLINIC FOR WOMEN
    1810 HAYES STREET
    NASHVILLE,TN37203     		NA PUBLIC CHARITY PROGRAM SUPPORT 10,000
    HOSPITAL HOSPITALITY HOUSE OF NASHVILLE
    207 24TH AVENUE NORTH
    NASHVILLE,TN37203     		NA PUBLIC CHARITY PROGRAM SUPPORT 5,000
    INSIGHT COUNSELING CENTERS
    PO BOX 50242
    NASHVILLE,TN37205     		NA PUBLIC CHARITY PROGRAM SUPPORT 35,000
    INSTRUCTION PARTNERS
    604 GALLATIN AVE STE 2020
    NASHVILLE,TN37206     		NA PUBLIC CHARITY PROGRAM SUPPORT 25,000
    INTERFAITH DENTAL CLINIC
    600 HILL AVENUE
    NASHVILLE,TN37210     		NA PUBLIC CHARITY PROGRAM SUPPORT 25,000
    KING'S DAUGHTERS CHILD DEVELOPMENT CENTER
    590 NORTH DUPONT STREET
    MADISON,TN37115     		NA PUBLIC CHARITY PROGRAM SUPPORT 20,000
    LEADERSHIP NASHVILLE FOUNDATION
    PO BOX 190498
    NASHVILLE,TN37219     		NA PUBLIC CHARITY PROGRAM SUPPORT 2,500
    MARTHA O'BRYAN CENTER
    711 SOUTH SEVENTH ST
    NASHVILLE,TN37206     		NA PUBLIC CHARITY PROGRAM SUPPORT 25,000
    MCNEILLY CENTER FOR CHILDREN
    400 MERIDIAN STREET
    NASHVILLE,TN37207     		NA PUBLIC CHARITY PROGRAM SUPPORT 25,000
    MONROE HARDING INC
    1120 GLENDALE LANE
    NASHVILLE,TN37204     		NA PUBLIC CHARITY PROGRAM SUPPORT 5,000
    MONTGOMERY BELL ACADEMY
    4001 HARDING RD
    NASHVILLE,TN37205     		NA PUBLIC CHARITY SCHOLARSHIPS 250,000
    MONTGOMERY BELL ACADEMY
    4001 HARDING RD
    NASHVILLE,TN37205     		NA PUBLIC CHARITY PROGRAM SUPPORT 25,000
    NASHVILLE ADULT LITERACY COUNCIL
    4805 PARK AVENUE 305
    NASHVILLE,TN37209     		NA PUBLIC CHARITY GOAL COLLECTIVE IMPACT 200,000
    NASHVILLE ADULT LITERACY COUNCIL
    4805 PARK AVENUE
    NASHVILLE,TN37203     		NA PUBLIC CHARITY ADULT LITERACY COLLABORATIVE 15,000
    NASHVILLE CARES
    633 THOMPSON LN
    NASHVILLE,TN37204     		NA PUBLIC CHARITY PROGRAM SUPPORT 5,000
    NASHVILLE CHILDREN'S ALLIANCE
    1264 FOSTER AVENUE
    NASHVILLE,TN37210     		NA PUBLIC CHARITY PROGRAM SUPPORT 10,000
    NASHVILLE COACHING COALITION
    2416 21ST AVE S 203A
    NASHVILLE,TN37212     		NA PUBLIC CHARITY PROGRAM SUPPORT 15,000
    NASHVILLE CONFLICT RESOLUTION CENTER
    4732 WEST LONGDALE DRIVE
    NASHVILLE,TN37211     		NA PUBLIC CHARITY PROGRAM SUPPORT 25,000
    NASHVILLE FOOD PROJECT
    5904 CALIFORNIA AVE
    NASHVILLE,TN37209     		NA PUBLIC CHARITY PROGRAM SUPPORT 15,000
    NASHVILLE INTERNATIONAL CENTER FOR EMPOWERMENT
    417 WELSHWOOD DR STE 100
    NASHVILLE,TN37211     		NA PUBLIC CHARITY PROGRAM SUPPORT 10,000
    NASHVILLE PUBLIC LIBRARY FOUNDATION
    615 CHURCH ST
    NASHVILLE,TN37219     		NA PUBLIC CHARITY PROGRAM SUPPORT 5,000
    NASHVILLE RESCUE MISSION
    639 LAFAYETTE STREET
    NASHVILLE,TN37203     		NA PUBLIC CHARITY PROGRAM SUPPORT 100,000
    NASHVILLE ROTARY FOUNDATION
    3401 WEST END AVE 318
    NASHVILLE,TN37208     		NA PUBLIC CHARITY PROGRAM SUPPORT 500
    NASHVILLE TEACHER RESIDENCY
    1224 MARTIN STREET
    NASHVILLE,TN37203     		NA PUBLIC CHARITY PROGRAM SUPPORT 75,000
    NASHVILLE YWCA
    1608 WOODMONT BLVD
    NASHVILLE,TN37215     		NA PUBLIC CHARITY PROGRAM SUPPORT 20,000
    NASHVILLEHEALTH
    8 CITY BLVD STE 204
    NASHVILLE,TN37209     		NA PUBLIC CHARITY PROGRAM SUPPORT 5,000
    NATIONS MINISTRY CENTER
    PO BOX 128154
    NASHVILLE,TN37212     		NA PUBLIC CHARITY PROGRAM SUPPORT 10,000
    NEEDLINK NASHVILLE
    1600 56TH AVE N
    NASHVILLE,TN37209     		NA PUBLIC CHARITY PROGRAM SUPPORT 5,000
    NEIGHBORHOOD HEALTH
    2711 FOSTER AVE
    NASHVILLE,TN37210     		NA PUBLIC CHARITY PROGRAM SUPPORT 7,500
    NEW VENTURE FUND
    1201 CONNECTICUT AVE NW
    WASHINGTON,DC20036     		NA PUBLIC CHARITY PROGRAM SUPPORT 50,000
    NURSES FOR NEWBORNS OF TENNESSEE
    50 VANTAGE WAY STE 101
    NASHVILLE,TN37228     		NA PUBLIC CHARITY PROGRAM SUPPORT 10,000
    NURTURE THE NEXT
    600 HILL AVENUE STE 202
    NASHVILLE,TN37210     		NA PUBLIC CHARITY PROGRAM SUPPORT 7,500
    OASIS CENTER THE
    1704 CHARLOTTE AVE ST 200
    NASHVILLE,TN37203     		NA PUBLIC CHARITY PROGRAM SUPPORT 30,000
    OPERATION STAND DOWN NASHVILLE
    1125 12TH AVE S
    NASHVILLE,TN37203     		NA PUBLIC CHARITY PROGRAM SUPPORT 15,000
    OUR KIDS INC
    1804 HAYES STREET
    NASHVILLE,TN37203     		NA PUBLIC CHARITY PROGRAM SUPPORT 10,000
    PERSIST NASHVILLE
    41 PEABODY STREET
    NASHVILLE,TN37210     		NA PUBLIC CHARITY PROGRAM SUPPORT 50,000
    PHILANTHROPY ROUNDTABLE
    1120 20TH STREET NW STE 550 SOUTH
    WASHINGTON,DC20036     		NA PUBLIC CHARITY PROGRAM SUPPORT 2,500
    PLANNED PARENTHOOD OF MIDDLE & EAST TN
    50 VANTAGE WAY SUITE 102
    NASHVILLE,TN37228     		NA PUBLIC CHARITY PROGRAM SUPPORT 10,000
    PRESTON TAYLOR MINISTRIES
    PO BOX 90442
    NASHVILLE,TN37209     		NA PUBLIC CHARITY PROGRAM SUPPORT 20,000
    PROJECT RETURN
    806 4TH AVE S
    NASHVILLE,TN37210     		NA PUBLIC CHARITY PROGRAM SUPPORT 10,000
    RAPHAH INSTITUTE
    615 MAIN STREET
    NASHVILLE,TN37206     		NA PUBLIC CHARITY PROGRAM SUPPORT 25,000
    RELAY NASHVILLE
    25 BROADWAY 3RD FLOOR
    NEW YORK,NY10004     		NA PUBLIC CHARITY PROGRAM SUPPORT 50,000
    RENEWAL HOUSE
    PO BOX 280356
    NASHVILLE,TN37228     		NA PUBLIC CHARITY PROGRAM SUPPORT 20,000
    RENEWED EATING DISORDERS COALITION OF TN
    2120 CRESTMOOR RD
    NASHVILLE,TN37215     		NA PUBLIC CHARITY PROGRAM SUPPORT 2,500
    ROCKETOWN OF MIDDLE TN
    601 4TH AVE S
    NASHVILLE,TN37210     		NA PUBLIC CHARITY PROGRAM SUPPORT 7,500
    ROOFTOP FOUNDATION
    108 7TH AVENUE SOUTH
    NASHVILLE,TN37203     		NA PUBLIC CHARITY PROGRAM SUPPORT 5,000
    ROOM IN THE INN
    PO BOX 25309
    NASHVILLE,TN37202     		NA PUBLIC CHARITY PROGRAM SUPPORT 15,000
    SAFE HAVEN FAMILY SHELTER
    1234 3RD AVENUE SOUTH
    NASHVILLE,TN37210     		NA PUBLIC CHARITY PROGRAM SUPPORT 15,000
    SALAMA URBAN MINISTRIES
    1205 8TH AVENUE S
    NASHVILLE,TN37203     		NA PUBLIC CHARITY PROGRAM SUPPORT 5,000
    SECOND HARVEST FOOD BANK OF MIDDLE TENNESSEE
    331 GREAT CIRCLE ROAD
    NASHVILLE,TN37228     		NA PUBLIC CHARITY PROGRAM SUPPORT 25,000
    SENIOR CITIZENS INC DBA FIFTYFORWARD
    174 RAINS AVENUE
    NASHVILLE,TN37203     		NA PUBLIC CHARITY PROGRAM SUPPORT 5,000
    SEXUAL ASSAULT CENTER
    101 FRENCH LANDING DR
    NASHVILLE,TN37228     		NA PUBLIC CHARITY PROGRAM SUPPORT 20,000
    SILOAM FAMILY HEALTH CENTER
    820 GALE LANE
    NASHVILLE,TN37204     		NA PUBLIC CHARITY PROGRAM SUPPORT 30,000
    SOUTHERN TENNIS PATRONS FOUNDATION
    5685 SPALDING DRIVE
    PEACHTREE,GA30092     		NA PUBLIC CHARITY PROGRAM SUPPORT 2,500
    ST LUKE'S COMMUNITY HOUSE INC
    5601 NEW YORK AVENUE
    NASHVILLE,TN37209     		NA PUBLIC CHARITY PROGRAM & CAPITAL SUPPORT 30,000
    STARS
    1704 CHARLOTTE AVE STE 200
    NASHVILLE,TN37203     		NA PUBLIC CHARITY PROGRAM SUPPORT 20,000
    TEACH FOR AMERICA
    220 ATHENS WAY
    NASHVILLE,TN37228     		NA PUBLIC CHARITY PROGRAM SUPPORT 150,000
    TENNESSEE CHARTER SCHOOL CENTER
    1033 DEMONBREUN ST STE 300
    NASHVILLE,TN37203     		NA PUBLIC CHARITY PROGRAM SUPPORT 75,000
    TENNESSEE IMMIGRANT AND REFUGEE RIGHTS COALITION
    2195 NOLENSVILLE PIKE
    NASHVILLE,TN37211     		NA PUBLIC CHARITY PROGRAM SUPPORT 10,000
    TENNESSEE JUSTICE FOR OUR NEIGHBORS
    2195 NOLENSVILLE PIKE
    NASHVILLE,TN37211     		NA PUBLIC CHARITY PROGRAM SUPPORT 5,000
    TENNESSEECAN
    PO BOX 190492
    NASHVILLE,TN37219     		NA PUBLIC CHARITY PROGRAM SUPPORT 15,000
    THE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE
    3833 CLEGHORN AVE
    NASHVILLE,TN37215     		NA PUBLIC CHARITY PROGRAM SUPPORT 3,000
    THE FAMILY CENTER
    139 THOMPSON LN
    NASHVILLE,TN37211     		NA PUBLIC CHARITY PROGRAM SUPPORT 5,000
    THE MARY PARRISH CENTER
    PO BOX 60009
    NASHVILLE,TN37206     		NA PUBLIC CHARITY PROGRAM SUPPORT 7,500
    THE NEW BEGINNINGS CENTER
    509 CRAIGHEAD ST STE 100
    NASHVILLE,TN37204     		NA PUBLIC CHARITY PROGRAM SUPPORT 5,000
    THE NEXT DOOR INC
    PO BOX 23336
    NASHVILLE,TN37202     		NA PUBLIC CHARITY PROGRAM SUPPORT 25,000
    THE SALVATION ARMY
    631 DICKERSON PIKE
    NASHVILLE,TN37207     		NA PUBLIC CHARITY PROGRAM SUPPORT 25,000
    THE STORE
    1605 17TH AVE S
    NASHVILLE,TN37212     		NA PUBLIC CHARITY PROGRAM SUPPORT 5,000
    THE SYCAMORE INSTITUTE
    150 4TH AVE N STE 1870
    NASHVILLE,TN37219     		NA PUBLIC CHARITY PROGRAM SUPPORT 45,000
    THISTLE FARMS INC
    5122 CHARLOTTE PIKE
    NASHVILLE,TN37209     		NA PUBLIC CHARITY PROGRAM SUPPORT 10,000
    UPRISE NASHVILLE (WEST END COMM CHURCH)
    235 WHITE BRIDGE PK
    NASHVILLE,TN37209     		NA PUBLIC CHARITY PROGRAM SUPPORT 5,000
    VANDERBILT UNIVERSITY
    211 KIRKLAND HALL
    NASHVILLE,TN37240     		NA PUBLIC CHARITY PROGRAM SUPPORT 50,000
    VANGUARD CHARITABLE ENDOWMENT PROGRAM
    PO BOX 55766
    BOSTON,MA02205     		NA PUBLIC CHARITY PROGRAMS AND ENDOWMENT SUPPORT 3,300,000
    WALK BIKE NASHVILLE
    1 SOUTH 7TH STREET
    NASHVILLE,TN37206     		NA PUBLIC CHARITY PROGRAM SUPPORT 10,000
    WELCOME HOME MINISTRIES
    PO BOX 100183
    NASHVILLE,TN20036     		NA PUBLIC CHARITY PROGRAM SUPPORT 5,000
    WEST NASHVILLE DREAM CENTER
    PO BOX 92456
    NASHVILLE,TN37209     		NA PUBLIC CHARITY PROGRAM EXPANSION 15,000
    YMCA OF MIDDLE TENNESSEE INC
    1000 CHURCH ST
    NASHVILLE,TN37203     		NA PUBLIC CHARITY PROGRAM SUPPORT 7,000
    YOUTH ENCOURAGEMENT SERVICES
    521 MCIVER STREET
    NASHVILLE,TN37211     		NA PUBLIC CHARITY PROGRAM SUPPORT 10,000
    YOUTH VILLAGES INC
    3310 PERIMETER HILL DRIVE
    NASHVILLE,TN37211     		NA PUBLIC CHARITY PROGRAM SUPPORT 10,000
    Total .................................bullet 3a 6,339,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-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    
    4 Dividends and interest from securities....     14 2,565,730  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 76,042  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 16,269,425  
    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 18,911,197 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    18,911,197
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-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 (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    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.
    Bullet Bullet
    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 PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description