2022-02-10T08:38:12-06:00 2021-09-30 621298042 OSBORNE & CO PC 761 OLD HICKORY BLVD STE 201 BRENTWOOD TN 37027 990PF 2020-10-01 626125481 JOE C DAVIS FOUNDATION JOEC 6153529036 104 WOODMONT BLVD STE 310 NASHVILLE TN 37205 WILLIAM R DELOACHE JR TRUSTEE 6153529036 2022-02-10 1 WILLIAM DELOACHE JR XXX-XX-XXXX DAVID F OSBORNE P00022637 6153700590 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 166745256 X 5000 2565730 2565730 16269425 42441080 16269425 76042 76042 18916197 18911197 0 0 0 178333 0 178333 20443 0 20443 1525 0 1525 10600 6800 3800 1418893 1418893 0 54792 54792 0 160 0 13220 0 13220 4690 0 0 517195 165704 351491 2219851 1646189 568812 6339500 6339500 8559351 1646189 6908312 10356846 17265008 5 1 1 5028443 10956402 10956402 5637059 6544932 6108041 41309768 43284867 80772151 5407863 4999048 5041693 37448519 39403413 63866567 8500 8099 561 401 401 94832218 105189064 166745256 1625 1625 1625 1625 X 0 0 0 0 94830593 105187439 94830593 105187439 94832218 105189064 94830593 10356846 0 105187439 0 105187439 BRAVE WARRIOR 9217447 6837122 2380325 2380325 BRAVE WARRIOR 20450894 11516482 8934412 8934412 GARDNER RUSSO 5897309 2204908 3692401 3692401 REGIONS 2058056 2061905 -3849 -3849 REGIONS 2331611 2203107 128504 128504 VANGUARD EXT MKT INDEX FUND 2021-04-13 160000 39149 120851 120851 VANGUARD 500 INDEX FUND ADM 2021-07-16 410893 355653 55240 55240 VANGUARD 500 INDEX FUND ADM 2021-03-31 250000 72322 177678 177678 VANGUARD 500 INDEX FUND ADM 2021-04-13 710000 195814 514186 514186 VANGUARD TOTAL INTL STOCK INDEX FUND 2021-04-13 330000 276813 53187 53187 VANGUARD 500 INDEX FUND ADM P 2021-07-16 589107 408380 180727 180727 CAPITAL GAINS DIVIDENDS P 35763 35763 35763 16269425 239984 0 239984 0 239984 38149 0 0 0 38149 X 4230 206065 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 0 0 0 1 1 WWW.JOECDAVISFOUNDATION.ORG THE ORGANIZATION 6153529036 104 WOODMONT BLVD STE 310 NASHVILLE TN 37205 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM R DELOACHE JR 104 WOODMONT BLVD STE 310 NASHVILLE TN 37205 CO-TRUSTEE 5.00 0 0 0 FRANCES ELLISON 70 ROUND POND ROAD GREENVILLE SC 29607 CO-TRUSTEE 5.00 0 0 0 ANNE DAVIS 3420 HAMPTON AVENUE NASHVILLE TN 37215 CO-TRUSTEE 5.00 0 0 0 NANCY BEVERIDGE 209 LYNNWOOD TERRACE NASHVILLE TN 37205 CO-TRUSTEE 5.00 0 0 0 ANGELA GODDARD 104 WOODMONT BLVD STE 310 NASHVILLE TN 37205 ASSOCIATE DIRECTOR 40.00 170833 6800 0 0 BRAVE WARRIOR ADVISORS 124 EAST 49TH ST NEW YORK NY 10017 INVESTMENT MANAGEMENT 932712 GARDNER RUSSO & GARDNER INVESTMENTS 223 EAST CHESTNUT ST LANCASTER PA 17602 INVESTMENT MANAGEMENT 424149 BLACKROCK INVESTMENT MANAGEMENT PO BOX 1305 CHARLOTTE NC 282011305 INVESTMENT MANAGEMENT 21617 0 0 142886604 7815748 11566606 162268958 0 0 162268958 2434034 159834924 7991746 7991746 239984 239984 7751762 0 7751762 0 7751762 6908312 0 6908312 0 6908312 7751762 6695618 0 0 6908312 6695618 0 0 212694 0 0 0 0 0 0 0 0 7539068 0 0 0 ANGELA GODDARD CO JOE C DAVIS FOUND 104 WOODMONT BLVD STE 310 NASHVILLE TN 37205 6153529036 AGODDARD@JOECDAVISFOUNDATION.ORG SEE ATTACHED STATEMENT 15 SEE ATTACHED STATEMENT 15 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. 100 BLACK MEN OF MIDDLE TENNESSEE INC PO BOX 140789 NASHVILLE TN 37214 NA PUBLIC CHARITY PROGRAM SUPPORT 2500 A STEP AHEAD FOUNDATION PO BOX 159002 NASHVILLE TN 37215 NA PUBLIC CHARITY PROGRAM SUPPORT 10000 ACHIEVEMENT FIRST 370 JAMES STREET STE 404 NEW HAVEN CT 06513 NA PUBLIC CHARITY PROGRAM SUPPORT 75000 AGAPE 4555 TROUSDALE DRIVE NASHVILLE TN 37204 NA PUBLIC CHARITY PROGRAM SUPPORT 7500 AMERICAN CANCER SOCIETY 2000 CHARLOTTE AVE NASHVILLE TN 37203 NA PUBLIC CHARITY PROGRAM SUPPORT 5000 AVENTURA COMMUNITY SCHOOL 2529 FAIRFAX AVE NASHVILLE TN 37212 NA PUBLIC CHARITY PROGRAM SUPPORT 50000 BACKFIELD IN MOTION 920 WOODLAND ST NASHVILLE TN 37206 NA PUBLIC CHARITY PROGRAM SUPPORT 30000 BES INC 131 DARMOUTH ST FL 3 BOSTON MA 02116 NA PUBLIC CHARITY PROGRAM SUPPORT 30000 BETHLEHEM CENTER OF NASHVILLE 1417 CHARLOTTE AVE NASHVILLE TN 37203 NA PUBLIC CHARITY PROGRAM SUPPORT 10000 BIG BROTHERS BIG SISTERS OF MIDDLE TENNESSEE 1704 CHARLOTTE AVE STE 130 NASHVILLE TN 37203 NA PUBLIC CHARITY PROGRAM SUPPORT 15000 BLUE MONARCH PO BOX 1207 MONTEAGLE TN 37356 NA PUBLIC CHARITY PROGRAM SUPPORT 3000 BOY SCOUTS OF AMERICA MIDDLE TN COUNCIL 3414 HILLSBORO PIKE NASHVILLE TN 37215 NA PUBLIC CHARITY PROGRAM SUPPORT 2500 BRIDGES 935 EDGEHILL AVE NASHVILLE TN 37203 NA PUBLIC CHARITY PROGRAM SUPPORT 3500 BROOKLYN HEIGHTS COMMUNITY GARDEN 1830 HAYNES STREET NASHVILLE TN 37207 NA PUBLIC CHARITY CAPITAL SUPPORT 2500 CASA INC 340 21ST AVE NORTH NASHVILLE TN 37208 NA PUBLIC CHARITY PROGRAM SUPPORT 5000 CENTER FOR NONPROFIT MANAGEMENT (DONORS FORUM) 37 PEABODY STREET NASHVILLE TN 37210 NA PUBLIC CHARITY PROGRAM SUPPORT 5000 CHAMBILSS CENTER FOR CHILDREN 315 GILLESPIE RD CHATTANOOGA TN 37411 NA PUBLIC CHARITY PROGRAM SUPPORT 2500 CIVICTN 5016 CENTENNIAL BLVD STE 200 NASHVILLE TN 37209 NA PUBLIC CHARITY PROGRAM SUPPORT 15000 COMMUNITIES IN SCHOOLS TENNESSEE 1207 18TH AVENUE S NASHVILLE TN 37212 NA PUBLIC CHARITY PROGRAM SUPPORT 15000 COMMUNITY CARE FELLOWSHIP 511 SOUTH 8TH STREET NASHVILLE TN 37206 NA PUBLIC CHARITY PROGRAM SUPPORT 5000 COMMUNITY RESOURCE CENTER 218 OMUHUNDRO PLACE NASHVILLE TN 37210 NA PUBLIC CHARITY PROGRAM SUPPORT 5000 CONEXION AMERICAS 2195 NOLENSVILLE PIKE NASHVILLE TN 37211 NA PUBLIC CHARITY PROGRAM SUPPORT 35000 CROSSROADS CAMPUS 707 MONROE STREET NASHVILLE TN 37208 NA PUBLIC CHARITY PROGRAM SUPPORT 5000 CWJC OF MIDDLE TN 1111 FOSTER AVE NASHVILLE TN 37210 NA PUBLIC CHARITY PROGRAM SUPPORT 10000 DAYSTAR COUNSELING MINISTRIES 2801 AZALEA PL NASHVILLE TN 37204 NA PUBLIC CHARITY PROGRAM SUPPORT 20000 DISMAS INC 1513 16TH AVE S NASHVILLE TN 37212 NA PUBLIC CHARITY PROGRAM SUPPORT 5000 DIVERSE LEARNERS COOPERATIVE 8011 BROOKS CHAPEL RD UNIT 3083 BRENTWOOD TN 37027 NA PUBLIC CHARITY PROGRAM SUPPORT 75000 EAST NASHVILLE HOPE EXCHANGE PO BOX 68423 NASHVILLE TN 37206 NA PUBLIC CHARITY PROGRAM SUPPORT 2500 EDUCATORS' COOPERATIVE 1410 HEMLOCK AVE NASHVILLE TN 37216 NA PUBLIC CHARITY PROGRAM SUPPORT 2500 END SLAVERY TENNESSEE 50 VANTAGE WAY NASHVILLE TN 37228 NA PUBLIC CHARITY PROGRAM SUPPORT 5000 EQUAL CHANCE FOR EDUCATION 700 BELLE MEADE BLVD NASHVILLE TN 37205 NA PUBLIC CHARITY PROGRAM SUPPORT 5000 FAITH FAMILY MEDICAL CENTER 326 21ST AVENUE NORTH NASHVILLE TN 37203 NA PUBLIC CHARITY PROGRAM SUPPORT 25000 FAMILY & CHILDREN'S SERVICES 201 23RD AVENUE NORTH NASHVILLE TN 37203 NA PUBLIC CHARITY PROGRAM SUPPORT 25000 FANNIE BATTLE DAY HOME FOR CHILDREN INC 108 CHAPEL AVENUE NASHVILLE TN 37206 NA PUBLIC CHARITY PROGRAM SUPPORT 20000 FRIENDS OF MILL RIDGE PARK 5333 HICKORY HOLLOW PKWY ANTIOCH TN 37013 NA PUBLIC CHARITY PROGRAM SUPPORT 40000 FRIENDS OF WARNER PARKS 50 VAUGHN RD NASHVILLE TN 37221 NA PUBLIC CHARITY PROGRAM SUPPORT 2500 GILDA'S CLUB OF MIDDLE TENNESSEE 1707 DIVISION ST NASHVILLE TN 37203 NA PUBLIC CHARITY PROGRAM SUPPORT 5000 GIRL SCOUTS OF MIDDLE TN 4522 GRANNY WHITE PIKE NASHVILLE TN 37204 NA PUBLIC CHARITY PROGRAM SUPPORT 2500 GREENWAYS FOR NASHVILLE PO BOX 196340 NASHVILLE TN 37219 NA PUBLIC CHARITY PROGRAM SUPPORT 15000 HABITAT FOR HUMANITY OF GREATER NASHVILLE 414 HARDING PLACE NASHVILLE TN 37211 NA PUBLIC CHARITY PROGRAM SUPPORT 20000 HABITAT FOR HUMANITY OF GREATER NASHVILLE 414 HARDING PLACE NASHVILLE TN 37211 NA PUBLIC CHARITY CAPITAL SUPPORT 150000 HANDS ON NASHVILLE 37 PEABODY STREET STE 206 NASHVILLE TN 37210 NA PUBLIC CHARITY PROGRAM SUPPORT 15000 HARPETH HALL SCHOOL 3801 HOBBS ROAD NASHVILLE TN 37215 NA PUBLIC CHARITY PROGRAM SUPPORT 25000 HARPETH HALL SCHOOL 3801 HOBBS ROAD NASHVILLE TN 37216 NA PUBLIC CHARITY SCHOLARSHIPS 250000 HARVEST HANDS CDC 155B OLD HERMITAGE AVE NASHVILLE TN 37210 NA PUBLIC CHARITY PROGRAM SUPPORT 10000 HOMEWORK HOTLINE 4805 PARK AVENUE NASHVILLE TN 37209 NA PUBLIC CHARITY PROGRAM SUPPORT 5000 HOPE CLINIC FOR WOMEN 1810 HAYES STREET NASHVILLE TN 37203 NA PUBLIC CHARITY PROGRAM SUPPORT 10000 HOSPITAL HOSPITALITY HOUSE OF NASHVILLE 207 24TH AVENUE NORTH NASHVILLE TN 37203 NA PUBLIC CHARITY PROGRAM SUPPORT 5000 INSIGHT COUNSELING CENTERS PO BOX 50242 NASHVILLE TN 37205 NA PUBLIC CHARITY PROGRAM SUPPORT 35000 INSTRUCTION PARTNERS 604 GALLATIN AVE STE 2020 NASHVILLE TN 37206 NA PUBLIC CHARITY PROGRAM SUPPORT 25000 INTERFAITH DENTAL CLINIC 600 HILL AVENUE NASHVILLE TN 37210 NA PUBLIC CHARITY PROGRAM SUPPORT 25000 KING'S DAUGHTERS CHILD DEVELOPMENT CENTER 590 NORTH DUPONT STREET MADISON TN 37115 NA PUBLIC CHARITY PROGRAM SUPPORT 20000 LEADERSHIP NASHVILLE FOUNDATION PO BOX 190498 NASHVILLE TN 37219 NA PUBLIC CHARITY PROGRAM SUPPORT 2500 MARTHA O'BRYAN CENTER 711 SOUTH SEVENTH ST NASHVILLE TN 37206 NA PUBLIC CHARITY PROGRAM SUPPORT 25000 MCNEILLY CENTER FOR CHILDREN 400 MERIDIAN STREET NASHVILLE TN 37207 NA PUBLIC CHARITY PROGRAM SUPPORT 25000 MONROE HARDING INC 1120 GLENDALE LANE NASHVILLE TN 37204 NA PUBLIC CHARITY PROGRAM SUPPORT 5000 MONTGOMERY BELL ACADEMY 4001 HARDING RD NASHVILLE TN 37205 NA PUBLIC CHARITY SCHOLARSHIPS 250000 MONTGOMERY BELL ACADEMY 4001 HARDING RD NASHVILLE TN 37205 NA PUBLIC CHARITY PROGRAM SUPPORT 25000 NASHVILLE ADULT LITERACY COUNCIL 4805 PARK AVENUE 305 NASHVILLE TN 37209 NA PUBLIC CHARITY GOAL COLLECTIVE IMPACT 200000 NASHVILLE ADULT LITERACY COUNCIL 4805 PARK AVENUE NASHVILLE TN 37203 NA PUBLIC CHARITY ADULT LITERACY COLLABORATIVE 15000 NASHVILLE CARES 633 THOMPSON LN NASHVILLE TN 37204 NA PUBLIC CHARITY PROGRAM SUPPORT 5000 NASHVILLE CHILDREN'S ALLIANCE 1264 FOSTER AVENUE NASHVILLE TN 37210 NA PUBLIC CHARITY PROGRAM SUPPORT 10000 NASHVILLE COACHING COALITION 2416 21ST AVE S 203A NASHVILLE TN 37212 NA PUBLIC CHARITY PROGRAM SUPPORT 15000 NASHVILLE CONFLICT RESOLUTION CENTER 4732 WEST LONGDALE DRIVE NASHVILLE TN 37211 NA PUBLIC CHARITY PROGRAM SUPPORT 25000 NASHVILLE FOOD PROJECT 5904 CALIFORNIA AVE NASHVILLE TN 37209 NA PUBLIC CHARITY PROGRAM SUPPORT 15000 NASHVILLE INTERNATIONAL CENTER FOR EMPOWERMENT 417 WELSHWOOD DR STE 100 NASHVILLE TN 37211 NA PUBLIC CHARITY PROGRAM SUPPORT 10000 NASHVILLE PUBLIC LIBRARY FOUNDATION 615 CHURCH ST NASHVILLE TN 37219 NA PUBLIC CHARITY PROGRAM SUPPORT 5000 NASHVILLE RESCUE MISSION 639 LAFAYETTE STREET NASHVILLE TN 37203 NA PUBLIC CHARITY PROGRAM SUPPORT 100000 NASHVILLE ROTARY FOUNDATION 3401 WEST END AVE 318 NASHVILLE TN 37208 NA PUBLIC CHARITY PROGRAM SUPPORT 500 NASHVILLE TEACHER RESIDENCY 1224 MARTIN STREET NASHVILLE TN 37203 NA PUBLIC CHARITY PROGRAM SUPPORT 75000 NASHVILLE YWCA 1608 WOODMONT BLVD NASHVILLE TN 37215 NA PUBLIC CHARITY PROGRAM SUPPORT 20000 NASHVILLEHEALTH 8 CITY BLVD STE 204 NASHVILLE TN 37209 NA PUBLIC CHARITY PROGRAM SUPPORT 5000 NATIONS MINISTRY CENTER PO BOX 128154 NASHVILLE TN 37212 NA PUBLIC CHARITY PROGRAM SUPPORT 10000 NEEDLINK NASHVILLE 1600 56TH AVE N NASHVILLE TN 37209 NA PUBLIC CHARITY PROGRAM SUPPORT 5000 NEIGHBORHOOD HEALTH 2711 FOSTER AVE NASHVILLE TN 37210 NA PUBLIC CHARITY PROGRAM SUPPORT 7500 NEW VENTURE FUND 1201 CONNECTICUT AVE NW WASHINGTON DC 20036 NA PUBLIC CHARITY PROGRAM SUPPORT 50000 NURSES FOR NEWBORNS OF TENNESSEE 50 VANTAGE WAY STE 101 NASHVILLE TN 37228 NA PUBLIC CHARITY PROGRAM SUPPORT 10000 NURTURE THE NEXT 600 HILL AVENUE STE 202 NASHVILLE TN 37210 NA PUBLIC CHARITY PROGRAM SUPPORT 7500 OASIS CENTER THE 1704 CHARLOTTE AVE ST 200 NASHVILLE TN 37203 NA PUBLIC CHARITY PROGRAM SUPPORT 30000 OPERATION STAND DOWN NASHVILLE 1125 12TH AVE S NASHVILLE TN 37203 NA PUBLIC CHARITY PROGRAM SUPPORT 15000 OUR KIDS INC 1804 HAYES STREET NASHVILLE TN 37203 NA PUBLIC CHARITY PROGRAM SUPPORT 10000 PERSIST NASHVILLE 41 PEABODY STREET NASHVILLE TN 37210 NA PUBLIC CHARITY PROGRAM SUPPORT 50000 PHILANTHROPY ROUNDTABLE 1120 20TH STREET NW STE 550 SOUTH WASHINGTON DC 20036 NA PUBLIC CHARITY PROGRAM SUPPORT 2500 PLANNED PARENTHOOD OF MIDDLE & EAST TN 50 VANTAGE WAY SUITE 102 NASHVILLE TN 37228 NA PUBLIC CHARITY PROGRAM SUPPORT 10000 PRESTON TAYLOR MINISTRIES PO BOX 90442 NASHVILLE TN 37209 NA PUBLIC CHARITY PROGRAM SUPPORT 20000 PROJECT RETURN 806 4TH AVE S NASHVILLE TN 37210 NA PUBLIC CHARITY PROGRAM SUPPORT 10000 RAPHAH INSTITUTE 615 MAIN STREET NASHVILLE TN 37206 NA PUBLIC CHARITY PROGRAM SUPPORT 25000 RELAY NASHVILLE 25 BROADWAY 3RD FLOOR NEW YORK NY 10004 NA PUBLIC CHARITY PROGRAM SUPPORT 50000 RENEWAL HOUSE PO BOX 280356 NASHVILLE TN 37228 NA PUBLIC CHARITY PROGRAM SUPPORT 20000 RENEWED EATING DISORDERS COALITION OF TN 2120 CRESTMOOR RD NASHVILLE TN 37215 NA PUBLIC CHARITY PROGRAM SUPPORT 2500 ROCKETOWN OF MIDDLE TN 601 4TH AVE S NASHVILLE TN 37210 NA PUBLIC CHARITY PROGRAM SUPPORT 7500 ROOFTOP FOUNDATION 108 7TH AVENUE SOUTH NASHVILLE TN 37203 NA PUBLIC CHARITY PROGRAM SUPPORT 5000 ROOM IN THE INN PO BOX 25309 NASHVILLE TN 37202 NA PUBLIC CHARITY PROGRAM SUPPORT 15000 SAFE HAVEN FAMILY SHELTER 1234 3RD AVENUE SOUTH NASHVILLE TN 37210 NA PUBLIC CHARITY PROGRAM SUPPORT 15000 SALAMA URBAN MINISTRIES 1205 8TH AVENUE S NASHVILLE TN 37203 NA PUBLIC CHARITY PROGRAM SUPPORT 5000 SECOND HARVEST FOOD BANK OF MIDDLE TENNESSEE 331 GREAT CIRCLE ROAD NASHVILLE TN 37228 NA PUBLIC CHARITY PROGRAM SUPPORT 25000 SENIOR CITIZENS INC DBA FIFTYFORWARD 174 RAINS AVENUE NASHVILLE TN 37203 NA PUBLIC CHARITY PROGRAM SUPPORT 5000 SEXUAL ASSAULT CENTER 101 FRENCH LANDING DR NASHVILLE TN 37228 NA PUBLIC CHARITY PROGRAM SUPPORT 20000 SILOAM FAMILY HEALTH CENTER 820 GALE LANE NASHVILLE TN 37204 NA PUBLIC CHARITY PROGRAM SUPPORT 30000 SOUTHERN TENNIS PATRONS FOUNDATION 5685 SPALDING DRIVE PEACHTREE GA 30092 NA PUBLIC CHARITY PROGRAM SUPPORT 2500 ST LUKE'S COMMUNITY HOUSE INC 5601 NEW YORK AVENUE NASHVILLE TN 37209 NA PUBLIC CHARITY PROGRAM & CAPITAL SUPPORT 30000 STARS 1704 CHARLOTTE AVE STE 200 NASHVILLE TN 37203 NA PUBLIC CHARITY PROGRAM SUPPORT 20000 TEACH FOR AMERICA 220 ATHENS WAY NASHVILLE TN 37228 NA PUBLIC CHARITY PROGRAM SUPPORT 150000 TENNESSEE CHARTER SCHOOL CENTER 1033 DEMONBREUN ST STE 300 NASHVILLE TN 37203 NA PUBLIC CHARITY PROGRAM SUPPORT 75000 TENNESSEE IMMIGRANT AND REFUGEE RIGHTS COALITION 2195 NOLENSVILLE PIKE NASHVILLE TN 37211 NA PUBLIC CHARITY PROGRAM SUPPORT 10000 TENNESSEE JUSTICE FOR OUR NEIGHBORS 2195 NOLENSVILLE PIKE NASHVILLE TN 37211 NA PUBLIC CHARITY PROGRAM SUPPORT 5000 TENNESSEECAN PO BOX 190492 NASHVILLE TN 37219 NA PUBLIC CHARITY PROGRAM SUPPORT 15000 THE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE 3833 CLEGHORN AVE NASHVILLE TN 37215 NA PUBLIC CHARITY PROGRAM SUPPORT 3000 THE FAMILY CENTER 139 THOMPSON LN NASHVILLE TN 37211 NA PUBLIC CHARITY PROGRAM SUPPORT 5000 THE MARY PARRISH CENTER PO BOX 60009 NASHVILLE TN 37206 NA PUBLIC CHARITY PROGRAM SUPPORT 7500 THE NEW BEGINNINGS CENTER 509 CRAIGHEAD ST STE 100 NASHVILLE TN 37204 NA PUBLIC CHARITY PROGRAM SUPPORT 5000 THE NEXT DOOR INC PO BOX 23336 NASHVILLE TN 37202 NA PUBLIC CHARITY PROGRAM SUPPORT 25000 THE SALVATION ARMY 631 DICKERSON PIKE NASHVILLE TN 37207 NA PUBLIC CHARITY PROGRAM SUPPORT 25000 THE STORE 1605 17TH AVE S NASHVILLE TN 37212 NA PUBLIC CHARITY PROGRAM SUPPORT 5000 THE SYCAMORE INSTITUTE 150 4TH AVE N STE 1870 NASHVILLE TN 37219 NA PUBLIC CHARITY PROGRAM SUPPORT 45000 THISTLE FARMS INC 5122 CHARLOTTE PIKE NASHVILLE TN 37209 NA PUBLIC CHARITY PROGRAM SUPPORT 10000 UPRISE NASHVILLE (WEST END COMM CHURCH) 235 WHITE BRIDGE PK NASHVILLE TN 37209 NA PUBLIC CHARITY PROGRAM SUPPORT 5000 VANDERBILT UNIVERSITY 211 KIRKLAND HALL NASHVILLE TN 37240 NA PUBLIC CHARITY PROGRAM SUPPORT 50000 VANGUARD CHARITABLE ENDOWMENT PROGRAM PO BOX 55766 BOSTON MA 02205 NA PUBLIC CHARITY PROGRAMS AND ENDOWMENT SUPPORT 3300000 WALK BIKE NASHVILLE 1 SOUTH 7TH STREET NASHVILLE TN 37206 NA PUBLIC CHARITY PROGRAM SUPPORT 10000 WELCOME HOME MINISTRIES PO BOX 100183 NASHVILLE TN 20036 NA PUBLIC CHARITY PROGRAM SUPPORT 5000 WEST NASHVILLE DREAM CENTER PO BOX 92456 NASHVILLE TN 37209 NA PUBLIC CHARITY PROGRAM EXPANSION 15000 YMCA OF MIDDLE TENNESSEE INC 1000 CHURCH ST NASHVILLE TN 37203 NA PUBLIC CHARITY PROGRAM SUPPORT 7000 YOUTH ENCOURAGEMENT SERVICES 521 MCIVER STREET NASHVILLE TN 37211 NA PUBLIC CHARITY PROGRAM SUPPORT 10000 YOUTH VILLAGES INC 3310 PERIMETER HILL DRIVE NASHVILLE TN 37211 NA PUBLIC CHARITY PROGRAM SUPPORT 10000 6339500 0 14 14 2565730 14 76042 18 16269425 0 18911197 0 18911197 0 0 0 0 0 0 0 0 0 0 X X 1 MARY MOORE 4420 MURFREESBORO PIKE UNIT 232 ANTIOCH TN 37013 5000 X ACCOUNTING 10600 6800 3800 DELL COMPUTER,MONITOR & PRINTER 2013-03-08 456 228 200DB 5.000000000000 0 0 DELL LAPTOP 2013-03-08 1316 658 200DB 5.000000000000 0 0 OFFICE FURNITURE 2013-03-08 700 350 200DB 7.000000000000 0 0 LATERAL FILING CABINET 2013-03-08 1232 616 200DB 7.000000000000 0 0 TABLE & CHAIRS (2) 2013-03-08 734 367 200DB 7.000000000000 0 0 PROJECTOR SCREEN 2013-09-25 110 55 200DB 5.000000000000 0 0 PROJECTOR 2013-09-25 360 180 200DB 5.000000000000 0 0 DESK 2016-11-30 1292 444 200DB 7.000000000000 58 0 CONFERENCE ROOM CHAIRS 2017-02-23 835 287 200DB 7.000000000000 37 0 OFFICE FURNITURE 2017-02-23 1465 503 200DB 7.000000000000 65 0 APPLICATION PROCESS FORM 990-PF, PART XV, LINE 2B FORM 990-PF, PART XV, LINE 2BTHE FOUNDATION MAKES CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS EXEMPLIFYING THE CORE VALUES OF JOE C. DAVIS - THE IMPORTANCE OF PERSONAL INITIATIVE, PERSERVERANCE, HARD WORK, EDUCATION, AND ENTREPRENEURSHIP. THE FOUNDATION'S PRIMARY AREAS OF FOCUS ARE EDUCATION, HEALTHCARE, AND COMMUNITY AND SOCIAL SERVICES. GEOGRAPHICALLY, THE FOUNDATION'S PRIMARY FOCUS IS THE NASHVILLE, TENNESSEE AREA. THE FOUNDATION SEEKS TO INVEST IN ORGANIZATIONS WITH STRONG LEADERSHIP; ORGANIZATIONS WITH LONG-TERM, SUSTAINABLE FINANCIAL MODELS; AND ORGANIZATIONS THAT ARE THE LEADING EXPERTS IN THE RELEVANT AREA OF SERVICE.IN LATE MARCH OF EACH YEAR, THE FOUNDATION AWARDS A LIMITED NUMBER OF GRANTS. THE APPLICATION DEADLINE FOR THE MARCH GRANT CYCLE IS FEBRUARY 15. THE MAXIMUM REQUEST FOR A MARCH AWARD IS $25,000. ANY REQUEST OVER $25,000 WILL NOT BE CONSIDERED. GRANT REQUESTS FOR $25,000 OR LESS MAY BE SUBMITTED FOR EITHER THE SEPTEMBER OR MARCH GRANT CYCLE BUT GRANT REQUESTS FOR MORE THAN $25,000 MAY ONLY BE SUBMITTED FOR THE SEPTEMBER AWARD PERIOD. THE APPLICATION DEADLINE FOR THE SEPTEMBER GRANT CYCLE IS AUGUST 1.THE FOUNDATION UTILIZES A SECURE ONLINE GRANT APPLICATION PROCESS. TO APPLY FOR FUNDING, PLEASE CONTACT ANGELA GODDARD AT 615-352-9036 OR AGODDARD@JOECDAVISFOUNDATION.ORGTHE ONLINE GRANT APPLICATION REQUESTS THE FOLLOWING INFORMATION: *OVERVIEW OF ORGANIZATION'S HISTORY, MISSION, PROGRAMS, AND SERVICES *OVERVIEW OF REQUEST - A GENERAL DESCRIPTION OF THE SPECIFIC PROGRAM OR PROJECT, INCLUDING THE GOALS AND OBJECTIVES, DURATION, ANTICIPATED OUTCOMES, MEASURES OF SUCCESS, COLLABORATIONS, AND SUSTAINABILITY OF PLANS. *OVERVIEW OF FINANCIALS - SUMMARY OF THE AMOUNT OF FUNDING REQUESTED IN RELATION TO THE TOTAL AMOUNT NEEDED; LISTING OF SUPPORT FROM OTHER DONORS; A PROGRAM OR PROJECT BUDGET, AS WELL AS MOST RECENT ANNUAL OPERATING BUDGET WITH A BREAKDOWN OF FUNDING SOURCES. *APPLICANTS MAY INCLUDE OTHER INFORMATION THAT MIGHT GIVE INSIGHT INTO THEIR ORGANIZATION, PROGRAM, OR PROJECT.THE FOUNDATION DOES NOT MAKE GRANTS FOR SUPPORT OF, OR TO PURCHASE TICKETS TO, CHARITABLE FUNDRAISING EVENTS OR DINNERS. THE FOUNDATION PROVIDES FUNDS ONLY TO CHARITABLE ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND DOES NOT PROVIDE GRANTS TO INDIVIDUALS. DETAIL OF INVESTMENTS FORM 990-PF, PART II, BALANCE SHEETS, LINE 10A, 10B, 10C, 13 SEE ATTACHMENT ABBVIE INC 122926 117432 ALTRIA GROUP 120750 125969 AMAZON.COM 180515 169229 AMGEN INC 148998 147066 ANHEUSER-BUSCH INC 106533 123644 APPLE INC 116357 126803 APPLE INC 121291 127124 BANK OF AMERICA CORP 185430 189422 CITIGROUP 144619 146747 CITIGROUP 184490 177358 COMCAST 138220 143168 ENTERPRISE PRODUCTS OPER 70912 82746 FIFTH THIRD BANCORP 185050 186716 FISERV INC 152058 155720 GOLDMAN SACHS GROUP 125876 127206 HOME DEPOT 170221 169116 JP MORGAN CHASE 150165 144977 JP MORGAN CHASE 99986 108226 KINDER MORGAN 130109 131103 MASTERCARD INC 125434 120018 MICROSOFT CORP CALLABLE 84220 79868 MORGAN STANLEY 2.625% 97730 100287 MORGAN STANLEY 3.875% 102747 106772 MORGAN STANLEY 4.375% 92398 100749 NORTHROP GRUMMAN CORP 130048 137680 ORACLE CORP 195295 189412 PFIZER INC 121236 136577 UNION PACIFIC 175889 198162 UNITEDHEALTH GROUP 129919 125134 VERIZON COMMUNICATIONS 130964 117201 VISA INC 154691 154722 ALPHABET INC 122675 110045 BANK OF AMERICA CORP 1.734% 180525 179737 LOWE'S 135433 128922 BAT INTERNATIONAL FINANCE 117851 117016 CVS HEALTH CORP 122500 119391 CROWN CASTLE INTL CORP 124987 120228 ALPHABET INC 1957791 4211190 ANHEUSER-BUSCH INC 1174485 1203052 BERKSHIRE HATHAWAY CL A 1133273 6170685 BERKSHIRE HATHAWAY CL B 32941 136470 BROWN FORMAN CL A 76505 987053 CIE FINANCIERE RICHEMONT 561613 2668683 COMCAST 245021 1250036 HEINEKEN HLDG 470826 2557131 JP MORGAN CHASE 1027902 1894712 MARTIN MARIETTA MATERIALS 22158 1332552 MASTERCARD INC 231162 4001449 NESTLE 897268 4378649 PERNOD RICARD 927222 2955650 PHILIP MORRIS INTL INC 974794 2894602 UNILEVER NV WI 1208009 2185066 SAFRAN SA PARIS 1681588 1344036 ASHTEAD GROUP 347055 1289519 B&M EUROPEAN VALUE RETAIL 2056078 2767398 ANTHEM INC 4806875 6236198 BERKSHIRE HATHAWAY 1561920 2190071 HCA HEALTHCARE INC 615096 1702438 JP MORGAN CHASE 1083185 3278056 PRIMERICA INC 1749832 3600626 PROGRESSIVE CORP 2073281 2427604 RAYMOND JAMES FINL INC 1632406 2533455 UNITEDHEALTH GROUP 742210 980367 ALIBABA GROUP HLDG LTD 1769584 1078988 ASHTEAD GROUP 448624 658384 CABLE ONE 683983 618277 PROSUS NV BEARER 2736647 2092017 APOLLO GLOBAL MGMT INC 1440203 1422421 FIDELITY NATL FIN INC 4592305 4772352 VALVOLINE 2323025 2952964 6544932 6108041 0 0 NCN ANGEL FUND I, LP AT COST 10111 8500 VANGUARD EXT MARKET INDEX FUND AT COST 1830301 5822864 VANGUARD 500 INDEX FUND AT COST 12426652 27336680 BUCKLEY CAPTIAL PARTNERS LP AT COST 1441271 3280518 D CUBED ENGAGED PARTNERS LP AT COST 2505102 4347517 VANGUARD INTER-TERM BOND INDEX FUND AT COST 3325382 3415645 VANGUARD SHORT-TERM BOND INDEX FUND AT COST 3397906 3438523 VANGUARD TOTAL INTERNATIONAL STOCK FUND AT COST 10340112 12089744 REAL ESTATE - 1015 DAVIDSON DR AT COST 4126576 4126576 DELL COMPUTER,MONITOR & PRINTER 456 456 0 0 DELL LAPTOP 1316 1316 0 0 OFFICE FURNITURE 700 700 0 0 LATERAL FILING CABINET 1232 1232 0 0 TABLE & CHAIRS (2) 734 734 0 0 PROJECTOR SCREEN 110 110 0 0 PROJECTOR 360 360 0 0 DESK 1292 1148 144 144 CONFERENCE ROOM CHAIRS 835 742 93 93 OFFICE FURNITURE 1465 1301 164 164 LEGAL FEES 1525 0 1525 OFFICE EXPENSES 11648 0 11648 BANK FEES 153 153 0 OTHER CHARITABLE EXPENSES 52873 0 52873 OUTSIDE CHARITABLE SERVICES 286970 0 286970 K-1 BUCKLEY CAPITAL PARTNERS, LP 165551 165551 0 K-1 D CUBED ENGAGED PARTNERS LP 73171 73171 73171 VARIOUS SETTLEMENTS 2860 2860 2860 K-1 NCN ANGEL FUND I, LP 11 11 11 ACCRUED EMPLOYEE RETIREMENT 1625 1625 INVESTMENT MANAGEMENT FEES 1401082 1401082 0 FOREIGN FEES 17811 17811 0 FOREIGN TAXES 54792 54792 0