2021-08-31T17:44:05-05:00 2020-12-31 620713250 KRAFTCPAS PLLC 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2020-01-01 621202302 THE MEMORIAL FOUNDATION MEMO 6158229499 100 BLUEGRASS COMMONS BLVD NO 32 HENDERSONVILLE TN 37075 SCOTT PERRY PRESIDENT 6158229499 2021-08-31 1 SCOTT PERRY 999009999 FRANCES E LEAHY P00713593 6152427351 2021-08-31 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z SCOTT PERRY 100 BLUEGRASS COMMONS BLVD NO 320 HENDERSONVILLE TN 37075 9308086 0 X WWW.MEMFOUNDATION.ORG X 1994 TN IMPROVE THE QUALITY OF LIFE FOR PEOPLE THROUGH SUPPORT OF NONPROFIT ORGANIZATIONS. 19 19 5 0 0 0 3916 1509 0 0 4341125 3440735 462951 637063 4807992 4079307 5842751 5861150 0 0 811102 879163 0 0 0 1141405 1027611 7795258 7767924 -2987266 -3688617 137679502 135627067 379897 275739 137299605 135351328 X THE MEMORIAL FOUNDATION MISSION IS TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE THROUGH SUPPORT TO NONPROFIT ORGANIZATIONS. THE FOUNDATION RESPONDS TO DIVERSE COMMUNITY NEEDS, ASSISTING AGENCIES THAT FOCUS ON: HEALTH, HUMAN AND SOCIAL SERVICES, EDUCATION, SENIOR CITIZENS, YOUTH AND CHILDREN, COMMUNITY SERVICES, AND SUBSTANCE ABUSE PROGRAMS. 0 0 7672158 5861150 PROVIDING GRANTS TO OTHER 501(C)(3) ORGANIZATIONS. 7672158 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 19 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN X JUDY MILLIKEN 6158229499 100 BLUEGRASS COMMONS BLVD SUITE HENDERSONVILLE TN 37075 X SCOTT PERRY PRESIDENT 40.00 X 287960 0 54553 JACKSON ROUTH VICE PRESIDENT, PROGRAMS AND GRANTS 40.00 X 161167 0 40043 JUDY MILLIKEN VICE PRESIDENT, FINANCE 40.00 X 84993 0 39591 FRANK GRACE JR DIRECTOR - CHAIR 0.10 X X 0 0 0 FRANK M BUMSTEAD DIRECTOR - VICE CHAIR 0.10 X X 0 0 0 GEORGE C PAINE II DIRECTOR - SECRETARY 0.10 X X 0 0 0 ALFONZO ALEXANDER DIRECTOR 0.10 X 0 0 0 VARINA F BUNTIN DIRECTOR 0.10 X 0 0 0 ALLISON DEMARCUS DIRECTOR 0.10 X 0 0 0 CHARLES W FENTRESS DIRECTOR 0.10 X 0 0 0 FRANK GORDON DIRECTOR 0.10 X 0 0 0 BETH LITTLE DIRECTOR 0.10 X 0 0 0 DREW R MADDUX SR DIRECTOR 0.10 X 0 0 0 DAVID E MCKEE MD DIRECTOR 0.10 X 0 0 0 J EDWARD PEARSON DIRECTOR 0.10 X 0 0 0 H EDDIE PHILLIPS DIRECTOR 0.10 X 0 0 0 VIRGINIA PUPO-WALKER DIRECTOR 0.10 X 0 0 0 JO SANDERS DIRECTOR 0.10 X 0 0 0 BARBARA SPRINGER DIRECTOR 0.10 X 0 0 0 MICHELE WILLIAMS MD DIRECTOR 0.10 X 0 0 0 FLEMING WILT DIRECTOR 0.10 X 0 0 0 WILLIAM P PURYEAR DIRECTOR - EMERITUS 0.10 X 0 0 0 534120 0 134187 2 0 1 0 DYER CONSTRUCTION 1045 C AVONDALE RD HENDERSONVILLE TN 37075 CONSTRUCTION 106198 1 1509 1509 2821303 2821303 1766121 1129058 637063 637063 637063 4719153 4099721 619432 619432 619432 4079307 0 0 4077798 5861150 5861150 668307 621597 46710 121283 120634 649 12482 12243 239 39083 31984 7099 38008 36087 1921 1926 1733 193 26600 26600 875534 875534 44306 39875 4431 7480 6732 748 17381 15643 1738 7682 6914 768 10856 9770 1086 23092 20783 2309 OTHER EXPENSE 12432 11189 1243 PROPERTY TAXES 322 290 32 7767924 7672158 95766 0 2755235 6148735 7508904 2592612 98341 104253 192594 154904 14816462 6564588 8544259 8251874 79830322 81511851 38749847 36862838 137679502 135627067 5245 809 180000 70000 194652 204930 379897 275739 X 135012530 132797785 2287075 2553543 137299605 135351328 137679502 135627067 -3688617 1740340 0 X X 0 1 X 1 0 X 1200000 840536 77 3916 1509 2046038 1200000 840536 77 3916 1509 2046038 2046038 3669509 3850246 3999183 4680899 4587424 20787261 22833299 0.08960 0.13070 X THE MEMORIAL FOUNDATION (THE "FOUNDATION") IS A PUBLICLY SUPPORTED ORGANIZATION WITHIN THE MEANING OF I.R.C. 170(B)(1)(A)(VI). WHILE THE FOUNDATION DID NOT REACH THE 33 PERCENT PUBLIC SUPPORT TEST UNDER TREASURY REGULATIONS 1.170A-9(E)(2) FOR 2020, IT DID SATISFY THE FACTS AND CIRCUMSTANCES TEST UNDER TREASURY REGULATIONS 1.170A-9(E)(3). FOR YEARS 2003, 2004, 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, AND 2020 THE FOUNDATION'S PUBLIC SUPPORT PERCENTAGE WAS, 29.0282%, 21.0607%, 16.7969%, 16.7168%, 19.1934%, 15.7396%, 18.8531%, 22.1730%, 23.0086%, 23.6910%, 25.0989%, 24.5333%, 22.6562%, 22.3416%, 20.5434%, 17.1182%, 13.0692% AND 8.9607% RESPECTIVELY. ALTHOUGH EACH YEAR IT IS BELOW 33 PERCENT, THEY EXCEEDED THE MINIMUM 10 PERCENT OF PUBLIC SUPPORT REQUIRED UNDER THE FACTS AND CIRCUMSTANCES TEST UNTIL 2020. FOR ALL YEARS PRIOR TO 2001, THE FOUNDATION EASILY MET THE 33 PERCENT PUBLIC SUPPORT TEST. THE FOUNDATION'S PUBLIC SUPPORT PERCENTAGE HAS DECREASED EACH YEAR BECAUSE A HIGH PERCENTAGE OF ITS SUPPORT CAME FROM INVESTMENT INCOME ON ENDOWMENT FUNDS. THESE ENDOWMENT FUNDS WERE CONTRIBUTED BY NASHVILLE MEMORIAL HOSPITAL, INC., A TENNESSEE NON-PROFIT HOSPITAL THAT IS TAX-EXEMPT UNDER I.R.C. 501(C)(3) ("THE HOSPITAL"). THE HOSPITAL CONTRIBUTED THE FUNDS TO THE FOUNDATION, WITH THE APPROVAL OF THE ATTORNEY GENERAL OF THE STATE OF TENNESSEE, IN CONNECTION WITH ITS DISSOLUTION. THE FOUNDATION WAS NOT FUNDED BY A SMALL GROUP OF INDIVIDUALS, AND, IN FACT, NO DISQUALIFIED PERSONS HAVE CONTRIBUTED TO THE FOUNDATION. THE FOUNDATION CONTINUED TO RECEIVE CONTRIBUTIONS FROM THE HOSPITAL, UNTIL THE HOSPITAL HAD DISTRIBUTED ALL ASSETS IN 2018. THE HOSPITAL'S FINAL TAX RETURN WAS FILED FOR 2018, AND THE HOSPITAL WAS FORMALLY DISSOLVED IN 2019.SINCE FORMATION, THE FOUNDATION HAS BEEN GOVERNED BY A LARGE BLUE-RIBBON BOARD OF TRUSTEES (THE "BOARD"). THE BOARD CURRENTLY CONSISTS OF NINETEEN PROMINENT COMMUNITY AND CIVIC LEADERS THAT REPRESENT A BROAD CROSS-SECTION OF THE VIEWS AND INTERESTS OF THE PUBLIC. THESE INDIVIDUAL HAVE DEMONSTRATED EXPERIENCE IN CIVIC AND CHARITABLE CAUSES AND HAVE KNOWLEDGE OF BUSINESS AFFAIRS THAT ARE REQUIRED TO EFFECTUATE THE CHARITABLE PURPOSES OF THE FOUNDATION. THE BOARD MEMBERS ARE NOT COMPENSATED FOR THEIR SERVICES. DURING 2003, 2004, 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, AND 2020 AT THE DIRECTION AND UNDER THE SUPERVISION OF THE BOARD, THE FOUNDATION PROVIDED $3,779,790, $6,635,647, $7,443,418, $7,933,005, $11,255,052, 5,688,457, $6,542,944, $8,125,024, $6,632,511, $6,772,953, $6,363,074, $6,384,618, $7,851,732, $5,664,650, $6,304,688, $6,252,300, $5,842,751 AND $5,861,150, RESPECTIVELY, IN GRANTS AND CHARITABLE CONTRIBUTIONS TO APPROXIMATELY 200 CHARITABLE ORGANIZATIONS LOCATED THROUGHOUT MIDDLE TENNESSEE EACH YEAR. MANY OF THESE ORGANIZATIONS RELY HEAVILY ON THE FOUNDATION FOR FUNDING. BECAUSE THE FOUNDATION DISPERSES FUNDS TO NUMEROUS COMMUNITY ORGANIZATIONS WITH A WIDE-VARIETY OF CHARITABLE PURPOSES, IT ATTRACTS ATTENTION FROM THE GENERAL PUBLIC, INCREASING NOT ONLY THE PUBLIC'S AWARENESS OF THE FOUNDATION, BUT ALSO OF THESE RECIPIENT ORGANIZATIONS. THIS AWARENESS AND GOODWILL IN THE COMMUNITY WILL BENEFIT THE FOUNDATION IF IT ESTABLISHES ADDITIONAL FUND-RAISING ACTIVITIES IN THE FUTURE. BASED ON ALL THE FACTS AND CIRCUMSTANCES DESCRIBED ABOVE, THE FOUNDATION QUALIFED AS A PUBLICLY SUPPORTED ORGANIZATION UNDER TREASURY REGULATIONS 1.170A-9(E)(3) FOR YEARS PRIOR TO 2020. BEGINNING IN 2020, THE ORGANIZATION NO LONGER QUALIFIED UNDER THE FACTS AND CIRCUMSTANCES TEST. 734758 734758 13908121 6412915 7495206 173583 151673 21910 8251874 LIMITED PARTNERSHIPS 3711251 F HEDGE FUNDS 33151587 F 36862838 SECURITY DEPOSIT PAYABLE 56715 ACCRUED INVESTMENT FEES 148215 204930 X PART X, LINE 2: MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S INCOME TAX RETURNS TO DETERMINE WHETHER THE INCOME TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL INCOME TAX POSITIONS TAKEN ON ALL OPEN INCOME TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE WERE NO PROVISIONS FOR INCOME TAXES, PENALTIES OR INTEREST RECEIVABLE OR PAYABLE RELATING TO UNCERTAIN INCOME TAX POSITIONS. 1 100 BLACK MEN OF MIDDLE TENNESSEE PO BOX 140789 NASHVILLE TN 37214 581984750 501(C)(3) 50000 TO FURTHER EXEMPT PURPOSES 413 STRONG PO BOX 101425 NASHVILLE TN 37224 471939832 501(C)(3) 25000 TO FURTHER EXEMPT PURPOSES A STEP AHEAD FOUNDATION OF MIDDLE TENNESSEE POBOX 159002 NASHVILLE TN 37215 474931504 501(C)(3) 15000 TO FURTHER EXEMPT PURPOSES ABLE YOUTH 200 MALLORY LANE SUITE 130-542 FRANKLIN TN 37067 571158431 501(C)(3) 12000 TO FURTHER EXEMPT PURPOSES ADULT EDUCATION COLLECTIVE IMPACT C/O NASHVILLE ADULT LITERACY COUNCIL4805 PARK AVE SUITE 305 NASHVILLE TN 37209 581488230 501(C)(3) 25000 TO FURTHER EXEMPT PURPOSES ADVENTURE SCIENCE CENTER NASHVILLE 800 FORT NEGLEY BLVD NASHVILLE TN 37203 620479192 501(C)(3) 35000 TO FURTHER EXEMPT PURPOSES AGAPE 4555 TROUSDALE DRIVE NASHVILLE TN 37204 620760716 501(C)(3) 85000 TO FURTHER EXEMPT PURPOSES AGEWELL MIDDLE TENNESSEE 95 WHITE BRIDGE ROAD SUITE 250 NASHVILLE TN 37205 621867122 501(C)(3) 15000 TO FURTHER EXEMPT PURPOSES ALIGNMENT NASHVILLE 150 ATHENS WAY NASHVILLE TN 37228 450549393 501(C)(3) 15000 TO FURTHER EXEMPT PURPOSES AMERICAN CANCER SOCIETY-GREATER NASHVILLE AREA 2000 CHARLOTTE AVENUE NASHVILLE TN 37203 131788491 501(C)(3) 20000 TO FURTHER EXEMPT PURPOSES AMERICAN RED CROSS-NASHVILLE AREA CHAPTER 2201 CHARLOTTE AVE NASHVILLE TN 37203 530196605 501(C)(3) 55000 TO FURTHER EXEMPT PURPOSES ANDREW JACKSON FOUNDATION 4580 RACHELS LANE HERMITAGE TN 37076 620478087 501(C)(3) 100000 TO FURTHER EXEMPT PURPOSES ANGEL HEART FARM 4844 BYRD LANE COLLEGE GROVE TN 37046 621844451 501(C)(3) 25000 TO FURTHER EXEMPT PURPOSES APHESIS HOUSE 120 RAYON DRIVE OLD HICKORY TN 371383630 270041227 501(C)(3) 10000 TO FURTHER EXEMPT PURPOSES ASHLEY'S PLACE 315 W SMITH ST GALLATIN TN 37066 621793484 501(C)(3) 26000 TO FURTHER EXEMPT PURPOSES BACKFIELD IN MOTION 920 WOODLAND STREET NASHVILLE TN 37206 621826603 501(C)(3) 30000 TO FURTHER EXEMPT PURPOSES BEGIN ANEW 1111 FOSTER AVENUE NASHVILLE TN 37210 760718734 501(C)(3) 25000 TO FURTHER EXEMPT PURPOSES BELCOURT THEATRE 2102 BELCOURT AVENUE NASHVILLE TN 37207 621770620 501(C)(3) 10000 TO FURTHER EXEMPT PURPOSES BETHLEHEM CENTERS OF NASHVILLE 1417 CHARLOTTE AVENUE NASHVILLE TN 37203 620843073 501(C)(3) 30000 TO FURTHER EXEMPT PURPOSES BIG BROTHERS BIG SISTERS OF MIDDLE TENNESSEE 1704 CHARLOTTE AVE 130 NASHVILLE TN 37203 237056024 501(C)(3) 45000 TO FURTHER EXEMPT PURPOSES BIG PAYBACK MIDDLE TENNESSEE C/O THE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE3833 CLEGHORN AVENU NASHVILLE TN 37215 621471789 501(C)(3) 10000 TO FURTHER EXEMPT PURPOSES BOY SCOUTS OF AMERICA MIDDLE TENNESSEE COUNCIL PO BOX 150409 NASHVILLE TN 37215 620477729 501(C)(3) 20000 TO FURTHER EXEMPT PURPOSES BOYS & GIRLS CLUBS OF MIDDLE TENNESSEE 1704 CHARLOTTE AVE SUITE 200 NASHVILLE TN 37203 620540402 501(C)(3) 50000 TO FURTHER EXEMPT PURPOSES BRIDGE MINISTRY PO BOX 463 GOODLETTSVILLE TN 37070 010849577 501(C)(3) 40000 TO FURTHER EXEMPT PURPOSES BUILDING LIVES FOUNDATION 2000 MALLORY LANE SUITE 130-166 FRANKLIN TN 37067 205584526 501(C)(3) 35000 TO FURTHER EXEMPT PURPOSES BYRUM-PORTER SENIOR CENTER 9123 HIGHWAY 49 EAST SPRINGFIELD TN 37141 621221323 501(C)(3) 20000 TO FURTHER EXEMPT PURPOSES CASA NASHVILLE 340 21ST AVE N NASHVILLE TN 37203 621203459 501(C)(3) 30000 TO FURTHER EXEMPT PURPOSES CENTER FOR NONPROFIT MANAGEMENT 37 PEABODY STREET SUITE 201 NASHVILLE TN 37210 582000064 501(C)(3) 60000 TO FURTHER EXEMPT PURPOSES CHEEKWOOD 1200 FORREST PARK DRIVE NASHVILLE TN 37205 620627921 501(C)(3) 25000 TO FURTHER EXEMPT PURPOSES CHRISTIAN COOPERATIVE MINISTRY PO BOX 462 MADISON TN 37116 581502903 501(C)(3) 15000 TO FURTHER EXEMPT PURPOSES COMMUNITIES IN SCHOOLS OF TENNESSEE 1207 18TH AVENUE SSUITE 200 NASHVILLE TN 37212 461196944 501(C)(3) 40000 TO FURTHER EXEMPT PURPOSES COMMUNITY CARE FELLOWSHIP 511 S 8TH ST PO BOX 60068 NASHVILLE TN 37206 362167731 501(C)(3) 30000 TO FURTHER EXEMPT PURPOSES COMMUNITY LIFE BRIDGE 177 E MAIN SUITE 1 HENDERSONVILLE TN 37075 464358082 501(C)(3) 30000 TO FURTHER EXEMPT PURPOSES CONEXION AMERICAS 2195 NOLENSVILLE PIKE NASHVILLE TN 37211 200067354 501(C)(3) 50000 TO FURTHER EXEMPT PURPOSES COTTAGE COVE URBAN MINISTRIES 4908 AQUATIC RD NASHVILLE TN 37211 311485047 501(C)(3) 20000 TO FURTHER EXEMPT PURPOSES COVID-19 EMERGENCY RESPONSE FUND C/O UNITED WAY OF GREATER NASHVILLE 50 VENTURE CIRCLE NASHVILLE TN 37228 620533104 501(C)(3) 100000 TO FURTHER EXEMPT PURPOSES CROSSBRIDGE 335 MURFREESBORO PIKE NASHVILLE TN 37210 161755991 501(C)(3) 35000 TO FURTHER EXEMPT PURPOSES CROSSROADS CAMPUS 707 MONROE STREET NASHVILLE TN 37208 272397528 501(C)(3) 15000 TO FURTHER EXEMPT PURPOSES CUMBERLAND CRISIS PREGNANCY CENTER PO BOX 1037 HENDERSONVILLE TN 370771037 581705496 501(C)(3) 20000 TO FURTHER EXEMPT PURPOSES DAYSTAR COUNSELING MINISTRIES 2801 AZALEA PLACE NASHVILLE TN 37204 621244203 501(C)(3) 25000 TO FURTHER EXEMPT PURPOSES DISMAS 2424 CHARLOTTE AVENUE NASHVILLE TN 37203 237376100 501(C)(3) 25000 TO FURTHER EXEMPT PURPOSES EASTER SEALS TENNESSEE 500 WILSON PIKE CIRCLE SUITE 228 BRENTWOOD TN 37027 620504893 501(C)(3) 25000 TO FURTHER EXEMPT PURPOSES ELIJAH'S HEART 2817 WEST END AVE STE 126-272 NASHVILLE TN 37203 272819153 501(C)(3) 20000 TO FURTHER EXEMPT PURPOSES END SLAVERY TENNESSEE PO BOX 160069 NASHVILLE TN 37216 454955577 501(C)(3) 30000 TO FURTHER EXEMPT PURPOSES EQUAL CHANCE FOR EDUCATION 3715 WEST END AVENUE NASHVILLE TN 37205 464528066 501(C)(3) 20000 TO FURTHER EXEMPT PURPOSES FAITH FAMILY MEDICAL CENTER 326 21ST AVENUE NORTH NASHVILLE TN 37203 621816811 501(C)(3) 60000 TO FURTHER EXEMPT PURPOSES FAMILY & CHILDREN'S SERVICE 2400 CLIFTON AVENUE NASHVILLE TN 37209 620499284 501(C)(3) 40000 TO FURTHER EXEMPT PURPOSES FANNIE BATTLE DAY HOME FOR CHILDREN 108 CHAPEL AVENUE NASHVILLE TN 37206 620476290 501(C)(3) 30000 TO FURTHER EXEMPT PURPOSES FELLOWSHIP OF CHRISTIAN ATHLETES PO BOX 140109 NASHVILLE TN 37214 440610626 501(C)(3) 75000 TO FURTHER EXEMPT PURPOSES FIFTYFORWARD 174 RAINS AVE NASHVILLE TN 37203 620566419 501(C)(3) 225000 TO FURTHER EXEMPT PURPOSES FIRST STEPS 1900 GRAYBAR LANE NASHVILLE TN 37215 620674974 501(C)(3) 10000 TO FURTHER EXEMPT PURPOSES FRIENDS OF THE GALLATIN PUBLIC LIBRARY C/O FRIENDS OF THE EDWARD WARD CAMMACK GALLATIN PUBLIC LIBRARY123 GALLATIN TN 37066 621760106 501(C)(3) 14000 TO FURTHER EXEMPT PURPOSES FRIST ART MUSEUM 919 BROADWAY NASHVILLE TN 37203 621731492 501(C)(3) 20000 TO FURTHER EXEMPT PURPOSES GALLATIN CARES 330 DURHAM NORTH AVENUE GALLATIN TN 37066 621179969 501(C)(3) 10000 TO FURTHER EXEMPT PURPOSES GALLATIN SHALOM ZONE 600 SMALL STREET SUITE 107 BOX 8 GALLATIN TN 37066 621800512 501(C)(3) 30000 TO FURTHER EXEMPT PURPOSES GILDA'S CLUB MIDDLE TENNESSEE 1707 DIVISION STREET NASHVILLE TN 37203 621614190 501(C)(3) 45000 TO FURTHER EXEMPT PURPOSES GIRL SCOUTS OF MIDDLE TENNESSEE 4522 GRANNY WHITE PIKE NASHVILLE TN 37204 620589380 501(C)(3) 30000 TO FURTHER EXEMPT PURPOSES GIVINGMATTERSCOM 3833 CLEGHORN AVE STE 400 NASHVILLE TN 37215 621471789 501(C)(3) 15000 TO FURTHER EXEMPT PURPOSES GOODPASTURE CHRISTIAN SCHOOL 619 W DUE WEST AVENUE MADISON TN 37115 620725510 501(C)(3) 20000 TO FURTHER EXEMPT PURPOSES GORDON JEWISH COMMUNITY CENTER 801 PERCY WARNER BLVDNASHVILLE TN 37201 NASHVILLE TN 37205 620475746 501(C)(3) 40000 TO FURTHER EXEMPT PURPOSES GRACE PLACE MINISTRY PO BOX 1771 HENDERSONVILLE TN 37077 472033381 501(C)(3) 40000 TO FURTHER EXEMPT PURPOSES GREATER FAITH COMMUNITY ACTION CORPORATION PO BOX 215 SPRINGFIELD TN 37172 900139322 501(C)(3) 20000 TO FURTHER EXEMPT PURPOSES HANDS ON NASHVILLE 37 PEABODY STREETSUITE 206 NASHVILLE TN 37210 621461078 501(C)(3) 70000 TO FURTHER EXEMPT PURPOSES HARVEST HANDS COMMUNITY DEVELOPMENT CORPORATION 155 B OLD HERMITAGE AVE NASHVILLE TN 37210 260614081 501(C)(3) 20000 TO FURTHER EXEMPT PURPOSES HEIMERDINGER FOUNDATION 4004 HILLSBORO PIKESUITE 223-B NASHVILLE TN 37215 454049547 501(C)(3) 7500 TO FURTHER EXEMPT PURPOSES HENDERSONVILLE ROTARY FOUNDATION PO BOX 473 GALLATIN TN 37066 300071383 501(C)(3) 20000 TO FURTHER EXEMPT PURPOSES HISTORIC CRAGFONT 200 CRAGFONT RD CASTALIAN SPRINGS TN 37031 621601769 501(C)(3) 10000 TO FURTHER EXEMPT PURPOSES HISTORIC ROCK CASTLE C/O FRIENDS OF ROCK CASTLE139 ROCK CASTLE LANE HENDERSONVILLE TN 37075 620984196 501(C)(3) 9000 TO FURTHER EXEMPT PURPOSES HOME BOUND MEALS PROGRAM 381 W MAIN ST HENDERSONVILLE TN 37075 621773683 501(C)(3) 15000 TO FURTHER EXEMPT PURPOSES HOMEWORK HOTLINE 4805 PARK AVE NASHVILLE TN 37209 621446139 501(C)(3) 10000 TO FURTHER EXEMPT PURPOSES HOPE CLINIC FOR WOMEN 1810 HAYES STREET NASHVILLE TN 37203 621164825 501(C)(3) 30000 TO FURTHER EXEMPT PURPOSES HOPE FAMILY HEALTH SERVICES 1124 NEW HIGHWAY 52 EASTHOPE FAMILY HEALTH WESTMORELAND TN 37186 201944166 501(C)(3) 35000 TO FURTHER EXEMPT PURPOSES IMAGINATION LIBRARY OF MIDDLE TENNESSEE C/O UNITED WAY OF GREATER NASHVILLE 50 VENTURE CIRCLE NASHVILLE TN 37228 620533104 501(C)(3) 17500 TO FURTHER EXEMPT PURPOSES INSIGHT COUNSELING CENTERS PO BOX 50242 NASHVILLE TN 37205 581731899 501(C)(3) 17500 TO FURTHER EXEMPT PURPOSES INSPIRITUS-MIDDLE TENNESSEE PO BOX 60597 NASHVILLE TN 37206 581535692 501(C)(3) 10000 TO FURTHER EXEMPT PURPOSES INTERFAITH DENTAL CLINIC OF NASHVILLE 600 HILL AVENUE SUITE 10 NASHVILLE TN 37210 621567615 501(C)(3) 155000 TO FURTHER EXEMPT PURPOSES JASON FOUNDATION 18 VOLUNTEER DRIVE HENDERSONVILLE TN 37075 621714715 501(C)(3) 30000 TO FURTHER EXEMPT PURPOSES JUNIOR ACHIEVEMENT OF MIDDLE TENNESSEE 120 POWELL PLACE NASHVILLE TN 37204 620582571 501(C)(3) 60000 TO FURTHER EXEMPT PURPOSES KING'S DAUGHTERS CHILD DEVELOPMENT CENTER 590 NORTH DUPONT AVENUE MADISON TN 37115 620729602 501(C)(3) 60000 TO FURTHER EXEMPT PURPOSES MAKE-A-WISH MIDDLE TENNESSEE 600 HILL AVENUESUITE 200 NASHVILLE TN 37210 621833327 501(C)(3) 30000 TO FURTHER EXEMPT PURPOSES MARTHA O'BRYAN CENTER 711 SOUTH SEVENTH STREET NASHVILLE TN 37206 620477728 501(C)(3) 60000 TO FURTHER EXEMPT PURPOSES MARY PARRISH CENTER PO BOX 60009 NASHVILLE TN 37206 621816561 501(C)(3) 30000 TO FURTHER EXEMPT PURPOSES MCNEILLY CENTER FOR CHILDREN 100 MERIDIAN ST NASHVILLE TN 37207 620479366 501(C)(3) 65000 TO FURTHER EXEMPT PURPOSES MEN OF VALOR 504 VALOR WAY ANTIOCH TN 37013 621836815 501(C)(3) 140000 TO FURTHER EXEMPT PURPOSES MENDING HEARTS PO BOX 280236 NASHVILLE TN 37228 731697900 501(C)(3) 40000 TO FURTHER EXEMPT PURPOSES MONROE HARDING 1 VANTAGE WAY SUITE C-165 NASHVILLE TN 37228 620476670 501(C)(3) 30000 TO FURTHER EXEMPT PURPOSES MONTHAVEN ARTS AND CULTURAL CENTER 1017 ANTEBELLUM CIRCLE HENDERSONVILLE TN 37075 473592341 501(C)(3) 100000 TO FURTHER EXEMPT PURPOSES NASHVILLE ADULT LITERACY COUNCIL 4805 PARK AVE 305 NASHVILLE TN 37209 581488230 501(C)(3) 20000 TO FURTHER EXEMPT PURPOSES NASHVILLE BALLET 3630 REDMON STREET NASHVILLE TN 37209 581440788 501(C)(3) 27000 TO FURTHER EXEMPT PURPOSES NASHVILLE CHAMBER PUBLIC BENEFIT FOUNDATION 500 11TH AVENUE NORTH NASHVILLE TN 37203 621413808 501(C)(3) 20000 TO FURTHER EXEMPT PURPOSES NASHVILLE CHILDREN'S THEATRE 25 MIDDLETON STREET NASHVILLE TN 37210 620637709 501(C)(3) 40000 TO FURTHER EXEMPT PURPOSES NASHVILLE COMMUNITY BAIL FUND PO BOX 70120 NASHVILLE TN 37027 820976867 501(C)(3) 7500 TO FURTHER EXEMPT PURPOSES NASHVILLE CONFLICT RESOLUTION CENTER 4732 W LONGDALE DR NASHVILLE TN 372114416 621828238 501(C)(3) 30000 TO FURTHER EXEMPT PURPOSES NASHVILLE FOOD PROJECT 5904 CALIFORNIA AVENUE NASHVILLE TN 37209 452905951 501(C)(3) 90000 TO FURTHER EXEMPT PURPOSES NASHVILLE INTERNATIONAL CENTER FOR EMPOWERMENT 417 WELSHWOOD DR STE 100 NASHVILLE TN 37211 020674431 501(C)(3) 45000 TO FURTHER EXEMPT PURPOSES NASHVILLE LAUNCH PAD PO BOX 330695 NASHVILLE TN 37203 813538014 501(C)(3) 25000 TO FURTHER EXEMPT PURPOSES NASHVILLE PUBLIC EDUCATION FOUNDATION 1207 18TH AVENUE SOUTH SUITE 202 NASHVILLE TN 37212 481266314 501(C)(3) 12000 TO FURTHER EXEMPT PURPOSES NASHVILLE PUBLIC LIBRARY FOUNDATION 615 CHURCH STREET NASHVILLE TN 37209 621681766 501(C)(3) 45000 TO FURTHER EXEMPT PURPOSES NASHVILLE PUBLIC TELEVISION 161 RAINS AVENUE NASHVILLE TN 37203 621740928 501(C)(3) 40000 TO FURTHER EXEMPT PURPOSES NASHVILLE RESCUE MISSION C/O NRM HOLDINGS639 LAFAYETTE STREET NASHVILLE TN 37203 452424130 501(C)(3) 50000 TO FURTHER EXEMPT PURPOSES NASHVILLE SYMPHONY ONE SYMPHONY PLACE NASHVILLE TN 37201 620550979 501(C)(3) 30000 TO FURTHER EXEMPT PURPOSES NASHVILLE YOUTH FOR CHRIST NASHVILLE YOUTH FOR CHRISTPO BOX 330027 NASHVILLE TN 37203 620984130 501(C)(3) 15000 TO FURTHER EXEMPT PURPOSES NATIONAL MUSEUM OF AFRICAN AMERICAN MUSIC 510 BROADWAY NASHVILLE TN 37203 621867910 501(C)(3) 35000 TO FURTHER EXEMPT PURPOSES NEEDLINK NASHVILLE PO BOX 91107 NASHVILLE TN 37209 620544852 501(C)(3) 35000 TO FURTHER EXEMPT PURPOSES NEW BEGINNINGS CENTER 509 CRAIGHEAD STREET SUITE 100 NASHVILLE TN 37204 900751722 501(C)(3) 30000 TO FURTHER EXEMPT PURPOSES NURSES FOR NEWBORNS OF TENNESSEE PO BOX 434 NASHVILLE TN 37135 431601329 501(C)(3) 25000 TO FURTHER EXEMPT PURPOSES NURTURE THE NEXT C/O PREVENT CHILD ABUSE TENNESSEE60 HILL AVENUE SUITE 202 NASHVILLE TN 37210 581567835 501(C)(3) 30000 TO FURTHER EXEMPT PURPOSES OASIS CENTER 1704 CHARLOTTE AVENUE SUITE 200 NASHVILLE TN 372032979 620968273 501(C)(3) 50000 TO FURTHER EXEMPT PURPOSES OPEN TABLE NASHVILLE POST OFFICE BOX 110266 NASHVILLE TN 37222 273514899 501(C)(3) 25000 TO FURTHER EXEMPT PURPOSES OPERATION ANDREW GROUP PO BOX 128045 NASHVILLE TN 37212 621799192 501(C)(3) 20000 TO FURTHER EXEMPT PURPOSES OPERATION STAND DOWN TENNESSEE 1125 12TH AVE S NASHVILLE TN 37203 621638832 501(C)(3) 100000 TO FURTHER EXEMPT PURPOSES OUR KIDS 1804 HAYES STREET NASHVILLE TN 37203 581830327 501(C)(3) 25000 TO FURTHER EXEMPT PURPOSES OZ ARTS 6172 COCKRILL BEND CIRCLE NASHVILLE TN 37209 460985602 501(C)(3) 10000 TO FURTHER EXEMPT PURPOSES PENCIL FOUNDATION 7199 COCKRILL BEND BLVD NASHVILLE TN 37209 581475675 501(C)(3) 40000 TO FURTHER EXEMPT PURPOSES PINSON HOSPITAL HOSPITALITY HOUSE C/O HOSPITAL HOSPITALITY HOUSE214 REIDHURST AVENUE NASHVILLE TN 37203 620909363 501(C)(3) 25000 TO FURTHER EXEMPT PURPOSES POPE JOHN PAUL II HIGH SCHOOL 117 CALDWELL DRIVE HENDERSONVILLE TN 37075 530196617 501(C)(3) 20000 TO FURTHER EXEMPT PURPOSES PRESTON TAYLOR MINISTRIES PO BOX 90442 NASHVILLE TN 37209 621757018 501(C)(3) 10000 TO FURTHER EXEMPT PURPOSES PROJECT CONNECT PO BOX 295 MADISON TN 37116 274003340 501(C)(3) 25000 TO FURTHER EXEMPT PURPOSES PROJECT RETURN 813 2ND AVENUE SOUTH NASHVILLE TN 37210 621058325 501(C)(3) 100000 TO FURTHER EXEMPT PURPOSES PROJECT TRANSFORMATION TENNESSEE 1008 19TH AVE S NASHVILLE TN 37212 453265261 501(C)(3) 17500 TO FURTHER EXEMPT PURPOSES RAPHAH INSTITUTE 615 MAIN STREET NASHVILLE TN 37206 821181441 501(C)(3) 10000 TO FURTHER EXEMPT PURPOSES REBUILDING TOGETHER-NASHVILLE 6101 CENTENNIAL BLVD NASHVILLE TN 37209 621593904 501(C)(3) 10000 TO FURTHER EXEMPT PURPOSES REFUGE CENTER FOR COUNSELING 103 FORREST CROSSING BLVD SUITE 102 102 FRANKLIN TN 37064 203931843 501(C)(3) 7500 TO FURTHER EXEMPT PURPOSES RENEWAL HOUSE PO BOX 280356 NASHVILLE TN 372280356 621631055 501(C)(3) 35000 TO FURTHER EXEMPT PURPOSES SAFE HAVEN FAMILY SHELTER 1234 THIRD AVENUE SOUTH NASHVILLE TN 37210 621807653 501(C)(3) 50000 TO FURTHER EXEMPT PURPOSES SALAMA URBAN MINISTRIES 1205 8TH AVE S NASHVILLE TN 37203 582198012 501(C)(3) 25000 TO FURTHER EXEMPT PURPOSES SALVUS CENTER 556 HARTSVILLE PIKE GALLATIN TN 37066 202278505 501(C)(3) 40000 TO FURTHER EXEMPT PURPOSES SECOND HARVEST FOOD BANK OF MIDDLE TENNESSEE 331 GREAT CIRCLE ROAD NASHVILLE TN 37228 621049447 501(C)(3) 100000 TO FURTHER EXEMPT PURPOSES SEXUAL ASSAULT CENTER 101 FRENCH LANDING DRIVE NASHVILLE TN 37228 621043294 501(C)(3) 85000 TO FURTHER EXEMPT PURPOSES SHOW HOPE PO BOX 647 FRANKLIN TN 37065 320011220 501(C)(3) 15000 TO FURTHER EXEMPT PURPOSES SHOWER THE PEOPLE 6100 CENTENNIAL BLVD NASHVILLE TN 37209 473404538 501(C)(3) 20000 TO FURTHER EXEMPT PURPOSES SILOAM HEALTH 820 GALE LANE NASHVILLE TN 37204 581867940 501(C)(3) 100000 TO FURTHER EXEMPT PURPOSES SIMON YOUTH FOUNDATION 225 W WASHINGTON INDIANAPOLIS IN 46204 352035269 501(C)(3) 15000 TO FURTHER EXEMPT PURPOSES SKYLINE AUXILIARY 3441 DICKERSON PIKE NASHVILLE TN 37207 621574998 501(C)(3) 6000 TO FURTHER EXEMPT PURPOSES SMALL WORLD YOGA 5000 GEORGIA AVE NASHVILLE TN 37209 465278254 501(C)(3) 10000 TO FURTHER EXEMPT PURPOSES SONGWRITINGWITHSOLDIERS 632 FOGG STREET 8 NASHVILLE TN 37203 261626709 501(C)(3) 6000 TO FURTHER EXEMPT PURPOSES SOUTHEASTERN COUNCIL OF FOUNDATIONS 50 HURT PLAZA SUITE 350 ATLANTA GA 30303 560995114 501(C)(3) 5150 TO FURTHER EXEMPT PURPOSES ST LUKE'S COMMUNITY HOUSE 5601 NEW YORK AVENUE NASHVILLE TN 37209 620484183 501(C)(3) 30000 TO FURTHER EXEMPT PURPOSES STARS NASHVILLE 1704 CHARLOTTE AVENUESUITE 200 NASHVILLE TN 37203 621285699 501(C)(3) 85000 TO FURTHER EXEMPT PURPOSES SYCAMORE INSTITUTE 150 4TH AVENUE NORTH SUITE 1870 NASHVILLE TN 37219 475522558 501(C)(3) 15000 TO FURTHER EXEMPT PURPOSES TENNESSEE COALITION TO END DOMESTIC AND SEXUAL VIOLENCE 2 INTERNATIONAL PLAZA DRSUITE 425 NASHVILLE TN 37217 581632437 501(C)(3) 7500 TO FURTHER EXEMPT PURPOSES TENNESSEE ENVIRONMENTAL COUNCIL 1 VANTAGE WAY STE E250 NASHVILLE TN 37228 620951294 501(C)(3) 12500 TO FURTHER EXEMPT PURPOSES TENNESSEE IMMIGRANT AND REFUGEE RIGHTS COALITION 2195 NOLENSVILLE PIKE NASHVILLE TN 37211 200121100 501(C)(3) 8000 TO FURTHER EXEMPT PURPOSES TENNESSEE JUSTICE CENTER 211 7TH AVE N STE 100 NASHVILLE TN 37219 621630417 501(C)(3) 25000 TO FURTHER EXEMPT PURPOSES TENNESSEE JUSTICE FOR OUR NEIGHBORS 2195 NOLENSVILLE ROAD NASHVILLE TN 37211 460872616 501(C)(3) 10000 TO FURTHER EXEMPT PURPOSES TENNESSEE MEDICAL FOUNDATION 5141 VIRGINIA WAY SUITE 110 BRENTWOOD TN 37027 620541813 501(C)(3) 15000 TO FURTHER EXEMPT PURPOSES TENNESSEE PERFORMING ARTS CENTER PO BOX 190660 NASHVILLE TN 372190660 581320590 501(C)(3) 20000 TO FURTHER EXEMPT PURPOSES TENNESSEE PRISON OUTREACH MINISTRY 136 RAINS AVENUE NASHVILLE TN 37203 352458555 501(C)(3) 50000 TO FURTHER EXEMPT PURPOSES TENNESSEE WILDLIFE FEDERATION 300 ORLANDO AVE NASHVILLE TN 37209 626047188 501(C)(3) 25000 TO FURTHER EXEMPT PURPOSES THE CONTRIBUTOR PO BOX 332023 NASHVILLE TN 37203 371551739 501(C)(3) 7500 TO FURTHER EXEMPT PURPOSES THE FAMILY CENTER 139 THOMPSON LANE NASHVILLE TN 37211 621237360 501(C)(3) 30000 TO FURTHER EXEMPT PURPOSES THE NEXT DOOR PO BOX 23336 NASHVILLE TN 37202 432001774 501(C)(3) 75000 TO FURTHER EXEMPT PURPOSES THE VICTOR S JOHNSON III NASHVILLE CHILDREN'S ALLIANCE 610 MURFRESSBORO PIKE NASHVILLE TN 37210 621484097 501(C)(3) 45000 TO FURTHER EXEMPT PURPOSES UNIVERSITY SCHOOL OF NASHVILLE 2000 EDGEHILL AVENUE NASHVILLE TN 37212 237424429 501(C)(3) 7500 TO FURTHER EXEMPT PURPOSES URBAN GREEN LAB 1310 CLINTON STREET SUITE 205 NASHVILLE TN 37203 271011744 501(C)(3) 7500 TO FURTHER EXEMPT PURPOSES URBAN HOUSING SOLUTIONS 822 WOODLAND ST NASHVILLE TN 37206 621466422 501(C)(3) 75000 TO FURTHER EXEMPT PURPOSES WELCOME HOME MINISTRIES PO BOX 100183 NASHVILLE TN 37224 621515995 501(C)(3) 45000 TO FURTHER EXEMPT PURPOSES WESTMINSTER HOME CONNECTION 3900 WEST END AVENUE NASHVILLE TN 37205 236393377 501(C)(3) 25000 TO FURTHER EXEMPT PURPOSES WHY WE CAN'T WAIT 220 NATHAN DRIVE GOODLETTSVILLE TN 37072 460755751 501(C)(3) 10000 TO FURTHER EXEMPT PURPOSES YMCA OF MIDDLE TENNESSEE 1000 CHURCH STREET NASHVILLE TN 37203 620476243 501(C)(3) 100000 TO FURTHER EXEMPT PURPOSES YOUTH ENCOURAGEMENT SERVICES 521 MCIVER STREET NASHVILLE TN 37211 620570681 501(C)(3) 30000 TO FURTHER EXEMPT PURPOSES YOUTH VILLAGES 3310 PERIMETER HILL DRIVE NASHVILLE TN 37211 581716970 501(C)(3) 25000 TO FURTHER EXEMPT PURPOSES YWCA NASHVILLE AND MIDDLE TENNESSEE 1608 WOODMONT BOULEVARD NASHVILLE TN 37215 620475702 501(C)(3) 100000 TO FURTHER EXEMPT PURPOSES TO FURTHER EXEMPT PURPOSES TO FURTHER EXEMPT PURPOSES TO FURTHER EXEMPT PURPOSES TO FURTHER EXEMPT PURPOSES TO FURTHER EXEMPT PURPOSES TO FURTHER EXEMPT PURPOSES TO FURTHER EXEMPT PURPOSES TO FURTHER EXEMPT PURPOSES TO FURTHER EXEMPT PURPOSES TO FURTHER EXEMPT PURPOSES TO FURTHER EXEMPT PURPOSES TO FURTHER EXEMPT PURPOSES TO FURTHER EXEMPT PURPOSES TO FURTHER EXEMPT PURPOSES TO FURTHER EXEMPT PURPOSES TO FURTHER EXEMPT PURPOSES TO FURTHER EXEMPT PURPOSES TO FURTHER EXEMPT PURPOSES TO FURTHER EXEMPT PURPOSES TO FURTHER EXEMPT PURPOSES 163 0 PART I, LINE 2: EVERY ORGANIZATION IS REQUIRED TO GIVE THE FOUNDATION A PROGRESS REPORT ON HOW GRANT MONEY WAS SPENT. INCOME AND EXPENSE REPORTS FROM THE ORGANIZATIONS ARE CHECKED FOR SOURCES OF INCOME AND EXPENSE ALLOCATION OF THE ORGANIZATIONS. ON-SITE VISITS OF 100 PLUS ORGANIZATIONS ARE DONE EACH YEAR BY SCOTT PERRY OR JACKSON ROUTH TO VISIT THE ORGANIZATIONS TO LOOK AT THE PROGRESS OF CAPITAL GRANTS AND WORK BEING DONE WITH GENERAL SUPPORT GRANTS. X 0 0 0 0 0 0 0 1 0 SCOTT PERRY PRESIDENT 285960 0 2000 0 0 0 19500 0 35053 0 342513 0 0 0 JACKSON ROUTH VICE PRESIDENT, PROGRAMS AND GRANTS 159167 0 2000 0 0 0 8131 0 31912 0 201210 0 0 0 PART I, LINE 7 ALL STAFF MEMBERS RECEIVE AN ANNUAL BONUS UP TO $2,000 AS AN INCENTIVE FOR SERVICE TO THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO ITS FILING. IF BOARD MEMBERS HAVE QUESTIONS, THEY ARE BROUGHT TO THE ATTENTION OF THE BOARD AT THE NEXT SCHEDULED BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY AND A CONFLICT OF INTEREST FORM IS SIGNED AT EACH COMMITTEE MEETING IF IT APPLIES TO ANY GRANTS THAT ARE BEING CONSIDERED. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE REVIEWS THE PRESIDENT'S PERFORMANCE AND THEN THE PRESIDENT WILL RECEIVE THE SAME PERCENT OF COMPENSATION INCREASE AS THE ORGANIZATION'S EMPLOYEES. THE COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION IS DETERMINED AFTER A PERFORMANCE REVIEW BY THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 THE CONFICT OF INTEREST, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION B, LINE 1 THE AMOUNT PAID TO THE CONSTRUCTION CONTRACTOR INCLUDES BOTH SERVICES AND AMOUNTS CAPITALIZED AS TENANT IMPROVEMENTS THAT CAN NOT BE REASONABLY SEPARATED. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S REVIEW PROCESS OR SELECTION PROCESS OF AUDITED FINANCIAL STATEMENTS DID NOT CHANGE FROM PRIOR YEAR. BLUEGRASS COMMONS OFFICE PARK LLC 100 BLUEGRASS COMMONS BLVD SUITE 36 HENDERSONVILLE TN 37075 HOLD TITLE TO PROPERTY AND COLLECT RENT FROM PROPERTY ON BEHALF OF MEMBER TN THE MEMORIAL FOUNDATION