DAN AND MARGARET MADDOX CHARITABLE FUND: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DAN AND MARGARET MADDOX CHARITABLE FUND (EIN 23-7017790)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-08
- IRS object ID
- 202213129349101851
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-08T13:11:23-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 SECOND AVENUE S SUITE 1240 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237017790 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAN AND MARGARET MADDOX FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DANA | BusinessNameControlTxt |
| Phone | 6153851006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 TAYLOR STREET A-20 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MOLLY SEHRING | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 6153851006 | PhoneNum |
| Signature | 2022-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MOLLY | PersonFirstNm |
| Person Last | SEHRING | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN BLANKENSHIP | PreparerPersonNm |
| PTIN | P01336455 | PTIN |
| Phone | 6153836592 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $57,477,837 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $171,829 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $171,829 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $712,918 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $712,918 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,261,913 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,709,629 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,261,913 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $612,461 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $625,938 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,759,121 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,772,598 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $232,975 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $211,524 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $27,186 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $23,243 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,472 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $23,662 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $90,520 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $41,150 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15,626 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $360 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $13,860 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $11,781 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,246 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,159 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $656,173 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $627,074 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,315 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,094,692 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $668,224 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $315,310 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,806,987 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,806,987 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,901,679 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $668,224 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,122,297 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,857,442 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,104,374 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,371,719 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,647,323 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,647,323 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,225,733 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,510,335 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,332,593 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $33,730,977 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $34,911,420 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $46,497,321 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,869 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,269 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $960 | LandBOYAmt |
| Land EOY | $600 | LandEOYAmt |
| Land EOYFMV | $600 | LandEOYFMVAmt |
| Total Assets BOY | $40,329,389 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,069,678 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $57,477,837 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $40,329,389 | CapitalStockBOYAmt |
| Capital Stock EOY | $41,069,678 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,329,389 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,069,678 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,329,389 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,069,678 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,329,389 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,857,442 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $42,186,831 | SubtotalAmt |
| Other Decreases | $1,117,153 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $41,069,678 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| K-1: INTERNATIONAL EQUITY COMMON TRUST FUND | P | 2021-12-31 | $101,835 | $101,835 | $101,835 | ||
| K-1: INTERNATIONAL EQUITY COMMON TRUST FUND | P | 2021-12-31 | $799,982 | $799,982 | $799,982 | ||
| K-1: DTC PRIVATE EQUITY IV, LP | P | 2021-12-31 | $3,089 | $3,089 | $3,089 | ||
| K-1: DTC PRIVATE EQUITY IV, LP | P | 2021-12-31 | $191,601 | $191,601 | $191,601 | ||
| K-1: DTC PRIVATE EQUITY V, LP | P | 2021-12-31 | $56,865 | $56,865 | $56,865 | ||
| K-1: DTC PRIVATE EQUITY V, LP | P | 2021-12-31 | $637,182 | $637,182 | $637,182 | ||
| K-1: METROPOLITAN REAL ESTATE PARTNERS GLOBAL V, LP | P | 2021-12-31 | $53 | $53 | $53 | ||
| K-1: METROPOLITAN REAL ESTATE PARTNERS GLOBAL V, LP | P | 2021-12-31 | $55,235 | $55,235 | $55,235 | ||
| K-1: METROPOLITAN REAL ESTATE PARTNERS SECONDARY FUND, LP | P | 2021-12-31 | $18,132 | $18,132 | $18,132 | ||
| K-1: DTC SHORT DURATION FIXED INCOME COMMON TRUST FUND | P | 2021-12-31 | $206 | $206 | $206 | ||
| K-1: DTC SHORT DURATION FIXED INCOME COMMON TRUST FUND | P | 2021-12-31 | -$697 | -$697 | $697 | ||
| K-1: CORE FIXED INCOME COMMON TRUST FUND | P | 2021-12-31 | -$23,081 | -$23,081 | $23,081 | ||
| K-1: CORE FIXED INCOME COMMON TRUST FUND | P | 2021-12-31 | $14,590 | $14,590 | $14,590 | ||
| K-1: DTC PRIVATE EQUITY VI-Q, LP | P | 2021-12-31 | $91,840 | $91,840 | $91,840 | ||
| K-1: DTC PRIVATE EQUITY VI-Q, LP | P | 2021-12-31 | $270,461 | $270,461 | $270,461 | ||
| K-1: AEW PARTNERS FUND VIII FEEDER LP | P | 2021-12-31 | $56,390 | $56,390 | $56,390 | ||
| DIVERSIFIED TRUST COMPANY 1016 ST COVERED | P | 2021-12-31 | $318,423 | $40,325 | $40,325 | $278,098 | |
| DIVERSIFIED TRUST COMPANY 1016 LT COVERED | P | 2021-12-31 | $2,237,523 | $255,470 | $255,470 | $1,982,053 | |
| 6158.78 SHS DTC CORE FIXED INCOME CTF | P | 2021-02-26 | $60,000 | -$1,604 | -$1,604 | $61,604 | 2020-11-30 |
| 49330.049 SHS DTC CORE FIXED INCOME CTF | P | 2021-03-31 | $475,000 | -$15,528 | -$15,528 | $490,528 | |
| 14205.703 SHS DTC CORE FIXED INCOME CTF | P | 2021-04-30 | $138,000 | -$3,004 | -$3,004 | $141,004 | 2020-06-30 |
| 22908.453 SHS DTC CORE FIXED INCOME CTF | P | 2021-05-14 | $222,500 | -$4,447 | -$4,447 | $226,947 | |
| 12010.992 SHS DTC INTERNATIONAL EQUITY CTF | P | 2021-11-30 | $400,000 | -$22,687 | -$22,687 | $422,687 | |
| 26368.547 SHS DTC SHORT DURATION FIXED INCOME CTF | P | 2021-03-31 | $160,000 | -$1,348 | -$1,348 | $161,348 | 2020-10-30 |
| 5188.277 SHS DTC SHORT DURATION FIXED INCOME CTF | P | 2021-05-14 | $31,500 | -$191 | -$191 | $31,691 | 2020-10-30 |
| 6007.402 SHS DTC INTERNATIONAL EQUITY CTF | P | 2021-03-31 | $200,000 | $13,122 | $13,122 | $186,878 | 2017-08-31 |
| 21871.415 SHS DTC INTERNATIONAL EQUITY CTF | P | 2021-04-30 | $750,000 | $80,445 | $80,445 | $669,555 | |
| 5829.488 SHS DTC INTERNATIONAL EQUITY CTF | P | 2021-05-14 | $200,000 | $21,192 | $21,192 | $178,808 | |
| 19879.503 SHS DTC INTERNATIONAL EQUITY CTF | P | 2021-05-28 | $700,000 | $107,263 | $107,263 | $592,737 | |
| SHS WINSTON GLOBAL | P | 2021-12-31 | $0 | $0 | |||
| K-1: AEW PARTNERS FUND VIII FEEDER LP | P | 2021-12-31 | $67,849 | $67,849 | $67,849 | ||
| CAPITAL GAINS DIVIDENDS | P | $451,373 | $451,373 | $451,373 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,261,913 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $57,051 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $57,051 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $57,051 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,280 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $67,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $10,226 | OverpaymentAmt |
| Applied To ES Tax | $10,226 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MADDOXFUND.ORG | WebsiteAddressTxt |
| Individual With Books | REV MARY K FRISKICS-WARREN | IndividualWithBooksNm |
| Phone | 6154818787 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 TAYLOR STREET A-20 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANA ESCOBAR | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | VICE CHAIR | 1.00 | $0 | $0 | $0 |
| DAVID ESQUIVEL | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JIMMIE JOHNSON | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MOLLIE SEHRING | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARY K FRISKICS-WARREN | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | EXECUTIVE DIRECTOR | 40.00 | $142,999 | $14,100 | $0 |
| JOSEPH GUTIERREZ | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | PROGRAM OFFICER | 40.00 | $85,775 | $0 | $0 |
| JAMIE SOCHOVKA | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JACKY AKBARI | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HASINA MOHYUDDIN | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | CHAIR | 1.00 | $0 | $0 | $0 |
| MELISSA GORDON | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMAAL SHEATS | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CATHY BENDER | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| TOMMYE MADDOX | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIVERSIFIED TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO AMERICAN CENTER 3100 WEST END | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 372031464 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISOR | ServiceTypeTxt |
| Compensation | $171,714 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $52,796,915 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,382,574 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $54,179,489 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $54,179,489 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $812,692 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $53,366,797 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,668,340 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,668,340 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $57,051 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $57,051 | TotalTaxAmt |
| Distributable Before Adj | $2,611,289 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,611,289 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,611,289 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,122,297 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,122,297 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,611,289 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $427,023 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,122,297 | QualifyingDistributionsAmt |
| Applied To Year1 | $427,023 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,695,274 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $916,015 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAN AND MARGARET MADDOX CHARITABLE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 TAYLOR STREET SUITE A -20 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6153851006 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION IS FILED ONLINE AT WWW.MADDOXFUND.ORG ONLINE APPLICATION INCLUDES: ORGANIZATION HISTORY, PROGRAM DESCRIPTIONS, OUTCOMES AND BUDGET (ON REQUIRED FORM). | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JANUARY 15 OF EACH YEAR. SEE WEB SITE AT WWW.MADDOXFUND.ORG FOR MORE DETAILS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | MIDDLE TENNESSEE COUNTIES IN THE AREAS OF EDUCATION, LOW INCOME YOUTH AND PROGRAMS THAT SUPPORT AND PROTECT WILDLIFE HABITATS. A DETAILED FREQUENTLY ASKED QUESTIONS IS ON THE WEB SITE AT WWW.MADDOXFUND.ORG DURING THE GRANT SEASON. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 100 BLACK MEN OF MIDDLE TENNESSEE | ||||||||
| P O BOX 280837 | NASHVILLE | TN | 37228 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $40,000 | |
| AMERICAN BAPTIST COLLEGE | ||||||||
| 1800 BAPTIST WORLD CENTER DR | NASHVILLE | TN | 37207 | NONE | PUBLIC | TO SUPPORT THE SOCIAL JUSTICE, EQUITY, ADVOCACY AND LEADERSHIP INITIATIVE | $18,500 | |
| AMERICAN MUSLIM ADVISORY COUNCIL | ||||||||
| 2195 NOLENSVILLE PK | NASHVILLE | TN | 37211 | NONE | PUBLIC | TO SUPPORT THE YOUTH LEADERSHIP PROGRAM AND MUSLIM YOUTH. | $9,500 | |
| BACKFIELD IN MOTION | ||||||||
| 920 WOODLAND ST | NASHVILLE | TN | 37206 | NONE | PUBLIC | TO SUPPORT THE EXTENDED LEARNING PROGRAM | $25,000 | |
| BETHLEHEM CENTERS OF NASHVILLE | ||||||||
| 1417 CHARLOTTE AVENUE | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO PROVIDE COVID-RELATED SAFETY EQUIPMENT | $13,000 | |
| BIG BROTHERSBIG SISTERS OF MID-TN | ||||||||
| 1704 CHARLOTTE AVE STE 130 | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $30,000 | |
| BOOK 'EM | ||||||||
| 161 RAINS AVE | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $10,000 | |
| BOYS GIRLS CLUB OF MAURY CO | ||||||||
| 210 W 8TH ST | COLUMBIA | TN | 38401 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT FOR SUMMER PROGRAM | $15,000 | |
| BROOKLYN HEIGHTS COMMUNITY GARDEN | ||||||||
| 1830 HAYNES ST | NASHVILLE | TN | 37207 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $10,000 | |
| CENTER FOR NONPROFIT MANAGEMENT | ||||||||
| 37 PEABODY ST STE 201 | NASHVILLE | TN | 37210 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $14,223 | |
| CHILDREN ARE PEOPLE | ||||||||
| 117 E WINCHESTER ST | GALLATIN | TN | 37066 | NONE | PUBLIC | TO SUPPORT STUDENTS' VIRTUAL LEARNING | $7,000 | |
| CIVIC TN | ||||||||
| 5016 CENTENNIAL BLVD STE 200 | NASHVILLE | TN | 37209 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $15,000 | |
| COMMUNITIES IN SCHOOLS OF TENNESSEE | ||||||||
| 1207 18TH AVENUE SOUTH | NASHVILLE | TN | 37212 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $30,000 | |
| COMMUNITY FOUNDATION OF MIDDLE TN | ||||||||
| 3833 CLEGHORN AVE | NASHVILLE | TN | 37215 | NONE | PUBLIC | TO SUPPORT GIVINGMATTERS.COM. | $5,000 | |
| CONEXION AMERICAS | ||||||||
| 18TH AVE S STE A | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO SUPPORT YOUTH AND EDUCATION PROGRAMS | $40,000 | |
| CONFLUENCE PHILATHROPY | ||||||||
| 209 W 29TH ST BOX 6169 | NEW YORK | NY | 10001 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $1,500 | |
| CROSSROADS PETS- SHOPS ADOPT | ||||||||
| 707 MONROE STREET | NASHVILLE | TN | 37208 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $40,000 | |
| CUMBERLAND RIVER COMPACT | ||||||||
| 2 VICTORY AVENUE STE 300 | NASHVILLE | TN | 37213 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT | $30,000 | |
| D-Y-M-O-N IN THE ROUGH | ||||||||
| 208 TRAILWAY CIR | NASHVILLE | TN | 37207 | NONE | PUBLIC | TO SUPPORT THE AFTERSCHOOL PROGRAM | $25,000 | |
| EAST NASHVILLE HOPE EXCHANGE | ||||||||
| 419 WOODLAND STREET | NASHVILLE | TN | 37206 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $12,000 | |
| EDGEHILL NEIGHBORHOOD PARTNERSHIP | ||||||||
| 1414 EDGEHILL AVENUE | NASHVILLE | TN | 37212 | NONE | PUBLIC | TO SUPPORT THE SPOT: BUILDING YOUNG WOMEN'S FUTURES | $10,000 | |
| ELEVATED DEVELOPMENT INC | ||||||||
| 5311 ABBOTTSWOOD DR | SMYRNA | TN | 37167 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $5,000 | |
| ELMAHABA CENTER | ||||||||
| 705 AYLESFORD CT | FRANKLIN | TN | 37069 | NONE | PUBLIC | TO SUPPORT YOUTH PROGRAMMING | $10,000 | |
| EQUAL CHANCE FOR EDUCATION | ||||||||
| 73 WHITE BRIDGE RD STE 103 351 | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $40,500 | |
| FAMILY CHILDREN'S CENTER | ||||||||
| 201 23RD ACE N | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $500 | |
| FIFTYFORWARD | ||||||||
| 174 RAINS AVE | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO SUPPORT THE FRIENDS LEARNING IN PAIRS (FLIP) PROGRAM. | $20,000 | |
| FISK UNIVERSITY | ||||||||
| 1000 SEVENTEENTH AVENUE NORTH | NASHVILLE | TN | 372083051 | NONE | PUBLIC | TO SUPPORT THE YOUTH OUTDOOR PROGRAM | $25,000 | |
| FRANKTOWN OPEN HEARTS | ||||||||
| 412 CUMMINS STREET | FRANKLIN | TN | 37064 | NONE | PUBLIC | TO SUPPORT THE OUTDOORS PROJECT | $6,000 | |
| FRIENDS OF MILL RIDGE PARK | ||||||||
| 5333 HICKORY HOLLOW PARKWAY | ANTIOCH | TN | 37013 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $25,000 | |
| FROM THE HEART INTERNATIONAL | ||||||||
| 8120 SAWYER BROWN RD | NASHVILLE | TN | 37221 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $5,000 | |
| GALLATIN SHALOM ZONE | ||||||||
| 600 SMALL STREET | NASHVILLE | TN | 37066 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $20,000 | |
| GIDEON'S ARMY GRASSROOTS ARMY FOR C | ||||||||
| 600 28TH AVENUE NORTH | NASHVILLE | TN | 37209 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT AND SUPPORT GID UNIVERITY. | $50,100 | |
| GIRL SCOUTS OF MIDDLE TENNESSEE | ||||||||
| 4522 GRANNY WHITE PIKE | NASHVILLE | TN | 37204 | NONE | PUBLIC | TO SUPPORT THE L.E.A.D. PROGRAM FOR LOW-INCOME GIRLS. | $25,000 | |
| GLOBAL ARTS AND THEOLOGY EXPERIENCE | ||||||||
| 5300 TOWER TRAIL | AUSTIN | TX | 78705 | NONE | PUBLIC | TO SUPPORT THE BLACK GIRL ACADEMY | $6,000 | |
| GOVERNOR'S EARLY LITERARY FOUNDATIO | ||||||||
| 312 ROSA PARKS AVE 27TH FLOOR | NASHVILLE | TN | 37243 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $25,000 | |
| GRANTMAKERS CONCERNED WITH IMMIGRAN | ||||||||
| PO BOX 2178 | PETALUMA | CA | 94953 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $2,500 | |
| GRANTMAKERS FOR EFFECTIVE ORGANIZAT | ||||||||
| 1310 L STREET NW SUITE 650 | WASHINGTON | DC | 30005 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $2,500 | |
| HANDS ON NASHVILLE | ||||||||
| 37 PEABODY STREET SUITE 206 | NASHVILLE | TN | 37210 | NONE | PUBLIC | TO SUPPORT THE STROBEL AWARDS AND AMERICORPS PROGRAM | $47,500 | |
| HARPETH CONSERVANCY | ||||||||
| 215 JAMESTOWN PARK SUITE 101 | NASHVILLE | TN | 37027 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $20,000 | |
| HIGHLANDER RESEARCH EDUCATION CENTE | ||||||||
| 1959 HIGHLANDER WAY | NEW MARKET | TN | 37820 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $1,000 | |
| HOMEWORK HOTLINE | ||||||||
| 4805 PARK AVENUE | NASHVILLE | TN | 37209 | NONE | PUBLIC | OPPORTUNITY GRANT FOR TECHNOLOGY TO ENHANCE TUTORING SERVICES | $32,500 | |
| HORIZONS UNIVERSITY SCHOOL OF NASHV | ||||||||
| 2000 EDGEHILL AVENUE | NASHVILLE | TN | 37212 | NONE | PUBLIC | TO SUPPORT THE HORIZONS AFTERSCHOOL PROGRAM | $20,000 | |
| LAUNCH MENTORSHIP | ||||||||
| 1613 MALLARD CREEK COURT | ANTIOCH | TN | 37013 | NONE | PUBLIC | TO SUPPORT SUMMER COLLGE PREP PROGRAM | $5,000 | |
| LAUNCH PAD | ||||||||
| PO BOX 330569 | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $40,000 | |
| LEADERSHIP MIDDLE TENNESSEE | ||||||||
| 100 BLUEGRASS COMMONS BLVD STE 2370 | NASHVILLE | TN | 370752738 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $300 | |
| LEGACY MISSION VILLAGE | ||||||||
| 6420 JOHNSON CHAPEL ROAD W | BRENTWOOD | TN | 37027 | NONE | PUBLIC | TO SUPPORT JOURNEY REFUGEE YOUTH SERVICES | $25,000 | |
| LEWIS COUNTY HISTORICAL SOCIETY | ||||||||
| 108 EAST MAIN ST | HOHENWALD | TN | 38462 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT | $10,000 | |
| LIPSCOMB UNIVERSITY | ||||||||
| ONE UNIVERSITY PARK DRIV | NASHVILLE | TN | 37204 | NONE | PUBLIC | TO SUPPORT THE PIONERO SCHOLARS PROGRAM TO INCREASE TEACHER DIVERSITY IN MNPS | $15,000 | |
| MARTHA O'BRYAN CENTER | ||||||||
| 711 SOUTH 7TH STREET | NASHVILLE | TN | 37206 | NONE | PUBLIC | TO SUPPORT THE ACADEMIC STUDENT UNION POST SECONDARY SUCCESS PIPELINE. | $25,000 | |
| MONROE HARDING INC | ||||||||
| 1120 GLENDALE LANE | NASHVILLE | TN | 37204 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT | $25,000 | |
| MOSAIC CHANGEMAKERS | ||||||||
| PO BOX 90221 | NASHVILLE | TN | 37209 | NONE | PUBLIC | TO PROVIDE PROGRAM SUPPORT FOR MOSAIC FELLOWSHIP | $25,000 | |
| NASHVILLE AREA CHAMBER OF COMMERCE | ||||||||
| 211 COMMERCE STREET SUITE 100 | NASHVILLE | TN | 37201 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $500 | |
| NASHVILLE FREEDOM SCHOOL PARTNERSHI | ||||||||
| 104 FITZPATRICK COURT | NASHVILLE | TN | 37214 | NONE | PUBLIC | TO SUPPORT STRATEGIC PLANNING. | $25,000 | |
| NASHVILLE INTERNATIONAL CENTER FOR | ||||||||
| 417 WELSHWOOD DR SUITE 100 | NASHVILLE | TN | 37211 | NONE | PUBLIC | TO SUPPORT THE YOUTH IMPACT PROGRAM. | $30,000 | |
| NASHVILLE ORGANIZED FOR ACTION AND | ||||||||
| PO BOX 331144 | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO SUPPORT THE ORGANIZING YOUTH IN SCHOOLS PROJECT | $20,000 | |
| NASHVILLE PEACEMAKERS | ||||||||
| 830 FESSLERS PARKWAY SUITE 106 | NASHVILLE | TN | 37210 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT | $10,000 | |
| NASHVILLE PUBLIC EDUCATION FOUNDATI | ||||||||
| 1207 18TH AVENUE SOUTH SUITE 202 | NASHVILLE | TN | 37212 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $10,500 | |
| NASHVILLE PUBLIC LIBRARY FOUNDATION | ||||||||
| 615 CHURCH STREET | NASHVILLE | TN | 37219 | NONE | PUBLIC | TO SUPPORT CAPACITY BUILDING AND PROFESSIONAL DEVELOPMENT FOR NAZA | $25,000 | |
| NASHVILLE TEACHER RESIDENCY | ||||||||
| 1224 MARTIN STREET | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO SUPPORT THE TEACHER RESIDENCY PROGRAM | $25,000 | |
| NATIONS MINISTRY CENTER | ||||||||
| PO BOX 128154 | NASHVILLE | TN | 37212 | NONE | PUBLIC | TO PROVIDE COVID-19 SUPPLIES | $16,300 | |
| NATURE CONSERVANCY TENNESSEE CHAPTE | ||||||||
| 2 MARYLAND WAY SUITE 150 | BRENTWOOD | TN | 37027 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $15,000 | |
| NURTURE THE NEXT | ||||||||
| 600 HILL AVE SUITE 202 | NASHVILLE | TN | 37210 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $7,274 | |
| OASIS CENTER | ||||||||
| 1704 CHARLOTTE AVE STE 200 | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $50,000 | |
| OPERATION ANDREW GROUP INC | ||||||||
| 2021 21ST AVE S STE 100 | NASHVILLE | TN | 37212 | NONE | PUBLIC | TO SUPPORT THE UNITED4HOPE PARTNERSHIP WITH MNPS HIGH PRIORITY SCHOOLS. | $5,000 | |
| PENCIL FOUNDATION | ||||||||
| 7199 COCKRILL BEND BLVD | NASHVILLE | TN | 37209 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $30,500 | |
| PERSIST NASHVILLE INC | ||||||||
| 1300 56TH AVENUE NORTH | NASHVILLE | TN | 37209 | NONE | PUBLIC | TO SUPPORT METRO NASHVILLE PUBLIC SCHOOLS PERSISTENCE COACHING | $25,000 | |
| PROJECT TRANSFORMATION | ||||||||
| 1008 19TH AVENUE S | NASHVILLE | TN | 37212 | NONE | PUBLIC | TO SUPPORT THE AFTERSCHOOL LITERACY DEVELOPMENT PROGRAM | $5,000 | |
| RAPHAH INSTITUTE | ||||||||
| 3280 WOODPOINT DR | NASHVILLE | TN | 37207 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $25,000 | |
| SAFE HAVEN FAMILY SHELTER | ||||||||
| 1234 THIRD AVENUE SOUTH | NASHVILLE | TN | 37210 | NONE | PUBLIC | TO SUPPORT THE SUMMER ENRICHMENT EXPERIENCE FOR DESERVING STUDENTS (SEEDS) PROGRAM. | $15,000 | |
| SALAMA URBAN MINISTRIES | ||||||||
| 1205 8TH AVENUE SOUTH | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $40,000 | |
| SOUTHEASTERN CENTER FOR COOPERATIVE | ||||||||
| 6207 CENTENNIAL BLVD | NASHVILLE | TN | 37209 | NONE | PUBLIC | TO SUPPORT CAPACITY BUILDING AND SUMMER PROGRAMMING | $15,000 | |
| SOUTHEASTERN COUNCIL OF FOUNDATIONS | ||||||||
| 50 HURT PLAZA STE 350 | ATLANTA | GA | 30303 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT | $5,790 | |
| SOUTHERN WORD INC | ||||||||
| 1704 CHARLOTTE AVENUE SUITE 200 | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT | $20,000 | |
| TENNESEE AQUATIC PROJECT AND DEVELO | ||||||||
| 1309 JACKSON ST | NASHVILLE | TN | 37208 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $5,000 | |
| TENNESSEE EDUCATORS OF COLOR ALLIAN | ||||||||
| 1161 BUGGY CV | CLARKSVILLE | TN | 37043 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT | $35,000 | |
| TENNESSEE ENVIRONMENTAL COUNCIL | ||||||||
| ONE VANTAGE WAY STE E-250 | NASHVILLE | TN | 37228 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT | $25,000 | |
| TENNESSEE IMMIGRANT AND REFUGEE RIG | ||||||||
| 3310 EZELL RD | NASHVILLE | TN | 37211 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT, YOUTH ORGANIZING AND FELLOWSHIP OPPORTUNITY. | $35,000 | |
| TENNESSEE JUSTICE FOR OUR NEIGHBORS | ||||||||
| 2195 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | NONE | PUBLIC | TO SUPPORT DACA RECIPIENTS AND TO SUPPORT DACA RENEWALS AND PROVIDE DIRECT LEGAL REPRESENTATION. | $20,000 | |
| TENNESSEE STATE UNIVERSITY FOUNDATI | ||||||||
| 3500 JOHN A MERRITT BLVD CAMPUS BOX | NASHVILLE | TN | 37209 | NONE | PUBLIC | TO PROVIDE SUPPORT FOR COLLABORATION WITH URBAN GREEN LAB | $10,000 | 9542 |
| TENNESSEE WILDLIFE FEDERATION | ||||||||
| 300 ORLANDO AVE STE 200 | NASHVILLE | TN | 37209 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT | $40,000 | |
| THE EDUCATION TRUST | ||||||||
| 1501 K ST NW STE 200 | WASHINGTON | DC | 20005 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT | $15,000 | |
| THE FIND FAMILIES IN NEED OF DIRECT | ||||||||
| 2787 SMITH SPRINGS ROAD | NASHVILLE | TN | 37217 | NONE | PUBLIC | TO PROVIDE CAPACITY BUILDING SUPPORT | $30,000 | |
| THE LAND TRUST FOR TENNESSEE | ||||||||
| 4000 FRANKLIN PIKE | NASHVILLE | TN | 37204 | NONE | PUBLIC | TO PROVIDE CAPACITY BUILDING SUPPORT | $10,000 | |
| THE NASHVILLE FOOD PROJECT INC | ||||||||
| 3605 HILLSBORO PIKE | NASHVILLE | TN | 37215 | NONE | PUBLIC | TO SUPPORT THE STORIES OF THE LAND PROJECT | $3,000 | |
| UNITED WAY OF METROPOLITAN NASHVILL | ||||||||
| 250 VENTURE CIRCLE | NASHVILLE | TN | 37228 | NONE | PUBLIC | TO SUPPORT THE BLUEPRINT FOR EARLY CHILDHOOD SUCCESS | $25,000 | |
| URBAN GREEN LAB | ||||||||
| PO BOX 68348 | NASHVILLE | TN | 37206 | NONE | PUBLIC | TO SUPPORT THE ENVITONMENTAL JUSTICE PROGRAM | $28,500 | |
| VOLUNTEER STATE SEAL OF BILITERACY | ||||||||
| 1014 LISCHEY AVE | NASHVILLE | TN | 37207 | NONE | PUBLIC | TO SUPPORT EQUITABLE TESTING SUPPORT FOR THE VOLUNTEER STATE SEAL OF BILITERACY | $5,000 | |
| WHY WE CAN'T WAIT | ||||||||
| 220 NATHAN DRIVE | GOODLETTSVILLE | TN | 37072 | NONE | PUBLIC | TO PROVIDE COVID RELATED SUPPLIES FOR SUMMER PROGRAM | $19,000 | |
| WORKERS' DIGNITY PROJECT | ||||||||
| 335 WHITSETT ROAD | NASHVILLE | TN | 37210 | NONE | PUBLIC | TO SUPPORT MUSIC CITY RIDERS UNITEDS YOUTH-LED ORGANIZING FOR PUBLIC TRANSIT | $20,000 | |
| YOUNG MEN'S CHRISTIAN ASSOC OF MID- | ||||||||
| 1000 CHURCH STREET | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT | $50,500 | |
| YOUTH INCORPORATED | ||||||||
| 4117 HILLSBORO PIKE SUITE 103-256 | NASHVILLE | TN | 37215 | NONE | PUBLIC | TO SUPPORT CAMP YI YOUTH HUNTING PROGRAM 2020 | $10,000 | |
| YWCA | ||||||||
| 1608 WOODMONT BLVD | NASHVILLE | TN | 37215 | NONE | PUBLIC | TO SUPPORT THE GIRLS INC. PROGRAM. | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,806,987 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $171,829 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $712,918 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,261,913 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (11 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1:METRO REAL ESTATE | 531390 | $259 | 14 | $3,859 |
| K-1: DTC SHORT DURATION | 14 | |||
| K-1: DTC PRIVATE EQ IV | $2,542 | 14 | $22,369 | |
| K-1: BROAD BASED COMSUMER | 14 | |||
| K-1: METROPOLITAN REAL ESTATE SECONDARY | 531390 | $9,988 | 14 | $197,728 |
| K-1: CORE FIXED INCOME CTF | 14 | $260 | ||
| K-1: DTC PRIVATE EQ V | $35,776 | 14 | $39,578 | |
| K-1: DTC PRIVATE EQ VI | -$40,869 | 14 | $2,923 | |
| K-1: AEW PARTNERS FUND VIII FEEDER LP | -$21,173 | 14 | $359,221 | |
| UBS AG JERSEY E TRACS | 14 | |||
| K-1: INTERNATIONAL EQUITY COMMON TRUST FUND | 14 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$13,477 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,772,598 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,759,121 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $22,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD EXTENDED MARKET INDEX FUND | $1,335,933 | $2,500,837 |
| VANGUARD FTSE ALL WORLD EX-US INDEX FUND | $974,415 | $1,339,381 |
| VANGUARD INSTITUTIONAL INDEX FD | $2,199,987 | $5,492,375 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AEW PARTNERS FUN DVIII FEEDER, L.P. | AT COST | $519,977 | $912,167 |
| DTC CORE FIXED INCOME CTF | AT COST | $4,089,426 | $4,157,213 |
| DTC INTERNATIONAL EQUITY COMMON TRUST FUND | AT COST | $6,612,355 | $7,651,256 |
| DTC PRIVATE EQUITY IV, LP | AT COST | $1,391,190 | $2,947,392 |
| DTC PRIVATE EQUITY VI, LP | AT COST | $3,250,000 | $4,674,487 |
| DTC PRIVATE EQUITY V-Q LP | AT COST | $3,167,071 | $6,196,444 |
| DTC SHORT DURATION FIXED INCOME | AT COST | $987,586 | $978,089 |
| GMO QUALITY FUND | AT COST | $5,891,767 | $7,165,008 |
| METRO REAL ESTATE PARTNERS GLOBAL V, LP | AT COST | $275,155 | $396,230 |
| METROPOLITAN REAL ESTATE PARTNERS SCIF | AT COST | $1,159,895 | $1,389,028 |
| PALOMA INTERNATIONAL LTD | AT COST | $4,400,000 | $5,487,145 |
| WINSTON GLOBAL | AT COST | $1,656,718 | $3,068,997 |
| COLUMBIA STRATEGIC INCOME FUND | AT COST | $1,510,280 | $1,473,865 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP PASS-THROUGH | Desc |
| Amt | $1,117,153 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOARD & COMMITTEE ACTIVITIES | $2,756 | $0 | $2,067 |
| INSURANCE | $9,826 | $0 | $7,370 |
| INVESTMENT EXPENSES | $171,713 | $171,713 | $0 |
| K-1: CORE FIXED INCOME | $7,145 | $7,145 | $0 |
| K-1: DTC PRIVATE EQUITY IV, LP | $59,588 | $59,588 | $0 |
| K-1: DTC PRIVATE EQUITY V-Q, LP | $176,081 | $176,081 | $0 |
| K-1: DTC SHORT DURATION FIXED INCOME | $1,693 | $1,693 | $0 |
| K-1: INTERNATIONAL EQUITY COMMON TRUST | $33,982 | $33,982 | $0 |
| K-1: METRO REAL ESTATE PARTNERS | $8,494 | $8,494 | $0 |
| K-1: METRO REAL ESTATE PARTNERS SECONDARY | $20,810 | $20,810 | $0 |
| MISCELLANEOUS | $581 | $0 | $495 |
| OFFICE EXPENSE | $15,936 | $0 | $13,383 |
| K-1: AEW PARTNERS FUND VIII FEEDER | $4,036 | $4,036 | $0 |
| K-1: DTC PRIVATE EQUITY VI-Q, LP | $143,532 | $143,532 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1:METRO REAL ESTATE | $4,118 | $3,859 | $4,118 |
| K-1: DTC PRIVATE EQ IV | $24,911 | $22,369 | $24,911 |
| K-1: METROPOLITAN REAL ESTATE SECONDARY | $207,716 | $197,728 | $207,716 |
| K-1: CORE FIXED INCOME CTF | $260 | $260 | $260 |
| K-1: DTC PRIVATE EQ V | $75,354 | $39,578 | $75,354 |
| K-1: DTC PRIVATE EQ VI | -$37,946 | $2,923 | -$37,946 |
| K-1: AEW PARTNERS FUND VIII FEEDER LP | $338,048 | $359,221 | $338,048 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL SERVICE | $2,561 | $0 | $2,369 |
| CONSULTANTS | $40,911 | $0 | $21,293 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $17,170 | $0 | $15,626 |
| FROM K-1'S: FOREIGN INCOME TAXES | $37,759 | $37,759 | $0 |
| FEDERAL INCOME TAXES PAID | $32,200 | $0 | $0 |
| FOREIGN INCOME TAX - FORM 1099 | $3,391 | $3,391 | $0 |
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