DAN AND MARGARET MADDOX CHARITABLE FUND: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DAN AND MARGARET MADDOX CHARITABLE FUND (EIN 23-7017790)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202143149349101809
- Schema version
- 2020v4.1
- 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 | 2021-11-10T12:51:03-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 NO A-20 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANA ESCOBAR | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 6153851006 | PhoneNum |
| Signature | 2021-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANA | PersonFirstNm |
| Person Last | ESCOBAR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARA G MOON | PreparerPersonNm |
| PTIN | P00034774 | 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 | 2020 | 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 | $49,964,357 | 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 | $178,083 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $178,083 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $513,695 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $513,695 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $562,743 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,367,025 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,029,609 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $207,371 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $158,357 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,461,892 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,879,744 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $227,243 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $205,082 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $27,948 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $23,897 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,179 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,549 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,783 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $64,401 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $38,179 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $14,614 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $120 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $12,920 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $10,982 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,896 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,412 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $630,376 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $598,398 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,335 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,013,632 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $636,577 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $299,105 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,030,830 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,030,830 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,044,462 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $636,577 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,329,935 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,582,570 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,243,167 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $893,810 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,371,719 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,371,719 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,824,944 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,225,733 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,996,544 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $37,545,397 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $33,730,977 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $39,595,134 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,869 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,909 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $960 | LandEOYAmt |
| Land EOYFMV | $960 | LandEOYFMVAmt |
| Total Assets BOY | $42,264,151 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,329,389 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,964,357 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $42,264,151 | CapitalStockBOYAmt |
| Capital Stock EOY | $40,329,389 | 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 | $42,264,151 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,329,389 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,264,151 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,329,389 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,264,151 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,582,570 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $40,681,581 | SubtotalAmt |
| Other Decreases | $352,192 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,329,389 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| K-1: INTERNATIONAL EQUITY COMMON TRUST FUND | P | 2020-12-31 | $130,003 | -$130,003 | -$130,003 | ||
| K-1: INTERNATIONAL EQUITY COMMON TRUST FUND | P | 2020-12-31 | $123,056 | -$123,056 | -$123,056 | ||
| K-1: DTC PRIVATE EQUITY IV, LP | P | 2020-12-31 | $2,535 | $2,535 | $2,535 | ||
| K-1: DTC PRIVATE EQUITY IV, LP | P | 2020-12-31 | $212,540 | $212,540 | $212,540 | ||
| K-1: DTC PRIVATE EQUITY V, LP | P | 2020-12-31 | $15,886 | $15,886 | $15,886 | ||
| K-1: DTC PRIVATE EQUITY V, LP | P | 2020-12-31 | $395,391 | $395,391 | $395,391 | ||
| K-1: METROPOLITAN REAL ESTATE PARTNERS GLOBAL V, LP | P | 2020-12-31 | $577 | -$577 | -$577 | ||
| K-1: METROPOLITAN REAL ESTATE PARTNERS GLOBAL V, LP | P | 2020-12-31 | $11,165 | $11,165 | $11,165 | ||
| K-1: METROPOLITAN REAL ESTATE PARTNERS SECONDARY FUND, LP | P | 2020-12-31 | $60,190 | $60,190 | $60,190 | ||
| K-1: DTC SHORT DURATION FIXED INCOME COMMON TRUST FUND | P | 2020-12-31 | $5,796 | $5,796 | $5,796 | ||
| K-1: DTC SHORT DURATION FIXED INCOME COMMON TRUST FUND | P | 2020-12-31 | $4,211 | $4,211 | $4,211 | ||
| K-1: CORE FIXED INCOME COMMON TRUST FUND | P | 2020-12-31 | $40,825 | $40,825 | $40,825 | ||
| K-1: CORE FIXED INCOME COMMON TRUST FUND | P | 2020-12-31 | $12,674 | $12,674 | $12,674 | ||
| K-1: DTC PRIVATE EQUITY VI-Q, LP | P | 2020-12-31 | $110,843 | $110,843 | $110,843 | ||
| K-1: DTC PRIVATE EQUITY VI-Q, LP | P | 2020-12-31 | $49,193 | $49,193 | $49,193 | ||
| K-1: AEW PARTNERS FUND VIII FEEDER LP | P | 2020-12-31 | $4,138 | $4,138 | $4,138 | ||
| DIVERSIFIED TRUST COMPANY 1016 ST COVERED | P | 2020-12-31 | $380,988 | $36,158 | $36,158 | $417,146 | |
| DIVERSIFIED TRUST COMPANY 1016 LT COVERED | P | 2020-12-31 | $1,455,743 | -$384,760 | -$384,760 | $1,070,983 | |
| 10472.897 SHS DTC CORE FIXED INCOME CTF | P | 2020-03-31 | $100,718 | -$730 | -$730 | $99,988 | 2019-11-29 |
| 47856.645 SHS DTC INTERNATIONAL EQUITY CTF | P | 2020-04-30 | $1,301,177 | -$141,882 | -$141,882 | $1,159,295 | |
| 34113.764 SHS DTC SHORT DURATION FIXED INCOME CTF | P | 2020-05-29 | $208,095 | -$119 | -$119 | $207,976 | 2019-08-30 |
| 59179.985 SHS DTC CORE FIXED INCOME CTF | P | 2020-03-31 | $563,844 | $1,168 | $1,168 | $565,012 | |
| 27893.649 SHS DTC INTERNATIONAL EQUITY CTF | P | 2020-04-30 | $837,538 | -$161,833 | -$161,833 | $675,705 | |
| 9576.557 SHS DTC INTERNATIONAL EQUITY CTF | P | 2020-06-30 | $286,136 | -$36,136 | -$36,136 | $250,000 | 2017-08-31 |
| 47899.791 SHS DTC SHORT DURATION FIXED INCOME CTF | P | 2020-05-29 | $294,637 | -$2,613 | -$2,613 | $292,024 | 2014-04-30 |
| 52310.095 SHS DTC SHORT DURATION FIXED INCOME CTF | P | 2020-06-30 | $321,770 | -$1,270 | -$1,270 | $320,500 | |
| 2576.304167 SHS WINSTON GLOBAL | P | 2020-12-31 | $333,134 | $466,866 | $466,866 | $800,000 | |
| CAPITAL GAINS DIVIDENDS | P | $583,009 | $583,009 | $583,009 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,029,609 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,280 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,280 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,280 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,520 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $13,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $25,520 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $62 | EsPenaltyAmt |
| Overpayment | $8,178 | OverpaymentAmt |
| Applied To ES Tax | $8,178 | 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 | Yes (1) | 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 (15 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 |
| HAL CATO | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SALLIE BAILEY | ||||||||
| 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 | $147,750 | $14,775 | $0 |
| MAC PIRKLE | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | SEC/TREASURER | 2.00 | $0 | $0 | $0 |
| JOSEPH GUTIERREZ | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | PROGRAM OFFICER | 40.00 | $79,494 | $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 |
| DAVID ANDERSON | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 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 | $159,382 | 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 | $45,410,023 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,404,424 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,814,447 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,814,447 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $702,217 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,112,230 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,305,612 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,305,612 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,280 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $5,072 | IncomeTaxAmt |
| Total Tax | $22,352 | TotalTaxAmt |
| Distributable Before Adj | $2,283,260 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,283,260 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,283,260 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,329,935 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,329,935 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,329,935 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,283,260 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $473,698 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,329,935 | QualifyingDistributionsAmt |
| Applied To Year1 | $473,698 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,856,237 | 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 | $427,023 | 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.MADDOXCHARITABLEFUND.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.MADDOXCHARITABLEFUND.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.MADDOXCHARITABLEFUND.ORG DURING THE GRANT SEASON. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 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 140789 | NASHVILLE | TN | 37214 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $35,000 | |
| ADVENTURE SCIENCE CENTER | ||||||||
| 800 FORT NEGLEY | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO SUPPORT DEVELOPMENT OF ABORETUM. | $10,000 | |
| 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. | $19,500 | |
| BELMONT UNIVERSITY | ||||||||
| 1900 BELMONT BOULEVARD | NASHVILLE | TN | 37212 | NONE | PUBLIC | TO SUPPORT BRIDGES TO BELMONT | $25,000 | |
| BETHLEHEM CENTERS OF NASHVILLE | ||||||||
| 1417 CHARLOTTE AVENUE | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO SUPPORT THE STARS AFTERSCHOOL PROGRAM AND TO PROVIDE ADDITIONAL COVID SUPPORT TO ADAPT PROGRAM. | $12,400 | |
| BIG BROTHERSBIG SISTERS OF MID-TN | ||||||||
| 1704 CHARLOTTE AVE STE 130 | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $40,000 | |
| BOOK 'EM | ||||||||
| 161 RAINS AVE | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT AND TO PROVIDE ADDITIONAL COVID SUPPORT TO ADAPT PROGRAM. | $15,000 | |
| BOYS GIRLS CLUB OF MAURY CO | ||||||||
| 210 W 8TH ST | COLUMBIA | TN | 38401 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $10,000 | |
| CENTER FOR NONPROFIT MANAGEMENT | ||||||||
| 37 PEABODY ST STE 201 | NASHVILLE | TN | 37210 | NONE | PUBLIC | TO SUPPORT RACIAL EQUITY TRAINING, TO SUPPORT MIDDLE TN DONORS FORUM, AND TO SUPPORT YOUTH NONPROFIT PROFESSIONALS SCHOLARSHIPS. | $32,500 | |
| COMMUNITIES IN SCHOOLS OF TENNESSEE | ||||||||
| 1207 18TH AVENUE SOUTH | NASHVILLE | TN | 37212 | NONE | PUBLIC | TO SUPPORT COMMUNITIES IN SCHOOLS AND TO PROVIDE CORE MISSION SUPPORT. | $50,500 | |
| COMMUNITY FOUNDATION OF MIDDLE TN | ||||||||
| 3833 CLEGHORN AVE | NASHVILLE | TN | 37215 | NONE | PUBLIC | TO SUPPORT GIVINGMATTERS.COM. | $5,000 | |
| CONEXION AMERICAS | ||||||||
| 2195 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | NONE | PUBLIC | TO SUPPORT DACA RECIPIENTS, TO SUPPORT THE MOSAIC CHANGEMAKERS FACILIATION TRAINING, AND TO SUPPORT MIDDLE SCHOOL AND COLLEGE ACCESS PROGRAMS. | $60,000 | |
| CROSSROADS PETS- SHOPS ADOPT | ||||||||
| 707 MONROE STREET | NASHVILLE | TN | 37208 | NONE | PUBLIC | TO SUPPORT SOCIAL-ENTERPRISE BASED JOB TRAINING AND SUPPORT SERVICES FOR YOUNG ADULTS AND TO SUPPORT TORNADO RECOVERY. | $35,000 | |
| CUMBERLAND RIVER COMPACT | ||||||||
| 2 VICTORY AVENUE STE 300 | NASHVILLE | TN | 37213 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT | $28,000 | |
| 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 | $12,000 | |
| EQUAL CHANCE FOR EDUCATION | ||||||||
| 700 BELLE MEADE BLVD | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO SUPPORT EDUCATION OPPORTUNITIES FOR UNDOCUMENTED STUDENTS IN TENNESSEE | $35,000 | |
| FIFTYFORWARD | ||||||||
| 174 RAINS AVE | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO SUPPORT THE FRIENDS LEARNING IN PAIRS (FLIP) PROGRAM. | $25,000 | |
| FISK UNIVERSITY | ||||||||
| 1000 SEVENTEENTH AVENUE NORTH | NASHVILLE | TN | 372083051 | NONE | PUBLIC | TO SUPPORT THE OUTDOOR LIFE PROGRAM | $25,000 | |
| FRANKTOWN OPEN HEARTS | ||||||||
| 412 CUMMINS STREET | FRANKLIN | TN | 37064 | NONE | PUBLIC | TO SUPPORT THE FRANKTOWN YOUTH WILDLIFE APPRECIATION REWARDS PROGRAM | $6,000 | |
| FRIENDS OF MILL RIDGE PARK | ||||||||
| 5333 HICKORY HOLLOW PARKWAY | ANTIOCH | TN | 37013 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $25,000 | |
| 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 TORNADO RESPONSE AND TO PROVIDE ADDITIONAL COVID SUPPORT TO ADAPT PROGRAM. | $15,000 | |
| 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. | $25,500 | |
| GOVERNOR'S EARLY LITERARY FOUNDATIO | ||||||||
| 312 ROSA PARKS AVE 27TH FLOOR | NASHVILLE | TN | 37243 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $25,000 | |
| GRANTMAKERS FOR EFFECTIVE ORGANIZAT | ||||||||
| 1310 L STREET NW SUITE 650 | WASHINGTON | DC | 30005 | NONE | PUBLIC | TO SUPPORT GENERAL OPERATIONS. | $2,500 | |
| HANDS ON NASHVILLE | ||||||||
| 37 PEABODY STREET SUITE 206 | NASHVILLE | TN | 37210 | NONE | PUBLIC | TO SUPPORT 2020-201 AMERICORPS PROGRAM. | $45,000 | |
| HARPETH CONSERVANCY | ||||||||
| 215 JAMESTOWN PARK SUITE 101 | NASHVILLE | TN | 37027 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT AND UPDATE THE R!V!VE WEBSITE | $41,000 | |
| HARVEST HANDS COMMUNITY DEVELOPMENT | ||||||||
| 155 B OLD HERMITAGE AVENUE | NASHVILLE | TN | 37210 | NONE | PUBLIC | TO SUPPORT AFTERSCHOOL AND SUMMER PROGRAMS AND TO SUPPORT DISTANCE LEARNING INITIATIVES. | $20,000 | |
| HOMEWORK HOTLINE | ||||||||
| 4805 PARK AVENUE | NASHVILLE | TN | 37209 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT | $30,000 | |
| HORIZONS UNIVERSITY SCHOOL OF NASHV | ||||||||
| 2000 EDGEHILL AVENUE | NASHVILLE | TN | 37212 | NONE | PUBLIC | TO SUPPORT HORIZONS AT UNIVERSITY SCHOOL OF NASHVILLE | $20,000 | |
| KING'S DAUGHTERS CHILD DEVELOPEMENT | ||||||||
| 590 N DUPONT STREET | MADISON | TN | 37215 | NONE | PUBLIC | TO SUPPORT THE PRE-K PROGRAM. | $17,500 | |
| LAUNCH PAD | ||||||||
| PO BOX 330569 | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO PROVIDE ADDITIONAL COVID SUPPORT TO ADAPT PROGRAM AND TO SUPPORT LGBTQ+ YOUTH HOUSING. | $50,000 | |
| LEADERSHIP MIDDLE TENNESSEE | ||||||||
| 100 BLUEGRASS COMMONS BLVD STE 2370 | NASHVILLE | TN | 370752738 | NONE | PUBLIC | TO SUPPORT GENERAL OPERATIONS | $300 | |
| LEGACY MISSION VILLAGE | ||||||||
| 6420 JOHNSON CHAPEL ROAD W | BRENTWOOD | TN | 37027 | NONE | PUBLIC | TO SUPPORT 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 | |
| MCNEILLY CENTER FOR CHILDREN INC | ||||||||
| 100 MERIDIAN ST | NASHVILLE | TN | 37207 | NONE | PUBLIC | TO SUPPORT THE PRE-KINDERGARTEN PROGRAM. | $20,000 | |
| MONROE HARDING INC | ||||||||
| 1120 GLENDALE LANE | NASHVILLE | TN | 37204 | NONE | PUBLIC | TO SUPPORT FOSTER CARE SERVICES AND TRANSITIONAL AGE SERVICES. | $25,000 | |
| NASHVILLE AREA CHAMBER OF COMMERCE | ||||||||
| 211 COMMERCE STREET SUITE 100 | NASHVILLE | TN | 37201 | NONE | PUBLIC | TO SUPPORT GENERAL OPERATIONS. | $500 | |
| NASHVILLE CONFLICT RESOLUTION CENTE | ||||||||
| PO BOX 110801 | NASHVILLE | TN | 37222 | NONE | PUBLIC | TO PROVIDE TRAINING ON AFRICAN AMERICAN TRAUMA. | $750 | |
| NASHVILLE FREEDOM SCHOOL PARTNERSHI | ||||||||
| 104 FITZPATRICK COURT | NASHVILLE | TN | 37214 | NONE | PUBLIC | TO PROVIDE SUPPLIES FOR DISTANCE LEARNING AND CORE MISSION SUPPORT. | $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 PEACEMAKERS | ||||||||
| 830 FESSLERS PARKWAY SUITE 106 | NASHVILLE | TN | 37210 | NONE | PUBLIC | TO SUPPORT STRAIGHT TALK FOR SIBLING SURVIVORS | $10,000 | |
| NASHVILLE PUBLIC EDUCATION FOUNDATI | ||||||||
| 1207 18TH AVENUE SOUTH SUITE 202 | NASHVILLE | TN | 37212 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $15,000 | |
| NASHVILLE PUBLIC LIBRARY FOUNDATION | ||||||||
| 615 CHURCH STREET | NASHVILLE | TN | 37219 | NONE | PUBLIC | TO SUPPORT THE PROFESSIONAL DEVELOPMENT FOR BRINGING BOOKS TO LIFE! AND NAZA. | $25,000 | |
| NASHVILLE TEACHER RESIDENCY | ||||||||
| 1224 MARTIN STREET | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO SUPPORT THE TEACHER RESIDENCY PROGRAM | $30,000 | |
| NATIONS MINISTRY CENTER | ||||||||
| PO BOX 128154 | NASHVILLE | TN | 37212 | NONE | PUBLIC | TO SUPPORT THE NATIONS ACADEMY YOUTH LITERACY PROGRAM | $15,000 | |
| NATURE CONSERVANCY TENNESSEE CHAPTE | ||||||||
| 2 MARYLAND WAY SUITE 150 | BRENTWOOD | TN | 37027 | NONE | PUBLIC | TO SUPPORT BRIDGESTONE NATURE RESERVE AT CHESTNUT MOUNTAIN. | $30,000 | |
| NURTURE THE NEXT | ||||||||
| 600 HILL AVE SUITE 202 | NASHVILLE | TN | 37210 | NONE | PUBLIC | TO SUPPORT CEO RACIAL EQUALITY AND TO SUPPORT RACIAL EQUITY CIRCLE. | $9,000 | |
| OASIS CENTER | ||||||||
| 1704 CHARLOTTE AVE STE 200 | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO SUPPORT CORE MISSION, DESIGN WORKSHOP FOR YOUTH LEADERSHIP AND BUILDING BRIDGES. | $50,000 | |
| OPERATION ANDREW GROUP INC | ||||||||
| 3902 GRANNY WHITE PIKE | NASHVILLE | TN | 37204 | NONE | PUBLIC | TO SUPPORT THE UNITED4HOPE PARTNERSHIP WITH MNPS HIGH PRIORITY SCHOOLS. | $10,000 | |
| PENCIL FOUNDATION | ||||||||
| 7199 COCKRILL BEND BLVD | NASHVILLE | TN | 37209 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $40,000 | |
| PERSIST NASHVILLE INC | ||||||||
| 1300 56TH AVENUE NORTH | NASHVILLE | TN | 37209 | NONE | PUBLIC | TO SUPPORT PERSISTANCE COACHING. | $15,000 | |
| PROJECT TRANSFORMATION | ||||||||
| 1008 19TH AVENUE S | NASHVILLE | TN | 37212 | NONE | PUBLIC | TO SUPPORT THE AFTERSCHOOL LITERACY PROGRAM | $10,000 | |
| RAPHAH INSTITUTE | ||||||||
| 615 MAIN STREET SUITE B12 | NASHVILLE | TN | 37206 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $20,000 | |
| 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 SUPPORT THE SALAMA INSTITUTE. | $45,000 | |
| SOUTHEASTERN COUNCIL OF FOUNDATIONS | ||||||||
| 50 HURT PLAZA STE 350 | ATLANTA | GA | 30303 | NONE | PUBLIC | TO SUPPORT GENERAL OPERATIONS. | $16,580 | |
| SOUTHERN WORD INC | ||||||||
| 1704 CHARLOTTE AVENUE SUITE 200 | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT | $20,500 | |
| ST LUKE'S COMMUNITY HOUSE | ||||||||
| 5601 NEW YORK AVE | NASHVILLE | TN | 37209 | NONE | PUBLIC | TO SUPPORT ST. LUKE'S YOUTH EDUCATION PROGRAM | $10,000 | |
| TEACH FOR AMERICA INC | ||||||||
| 220 ATHENS WAY STE 300 | NASHVILLE | TN | 37228 | NONE | PUBLIC | TO SUPPORT THE EDUCATION MOVEMENT AND EXPANDING OPPORTUNITIES FOR NASHVILLE STUDENTS. | $25,000 | |
| 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 | ||||||||
| 1961 SUNSET MEADOWS WAY | CLARKSVILLE | TN | 37042 | NONE | PUBLIC | TO SUPPORT PROFESSIONAL DEVELOPMENT FOR RECRUITMENT AND RETENTION OF TEACHERS OF COLOR AND 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 | ||||||||
| 2195 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT, YOUTH ORGANIZING AND FELLOWSHIP OPPORTUNITY. | $40,000 | |
| 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. | $30,000 | |
| TENNESSEE STATE UNIVERSITY FOUNDATI | ||||||||
| 3500 JOHN A MERRITT BLVD CAMPUS BOX | NASHVILLE | TN | 37209 | NONE | PUBLIC | TO SUPPORT THE DEAN'S SCHOLARS PROGRAM | $35,000 | 9542 |
| TENNESSEE WILDLIFE FEDERATION | ||||||||
| 300 ORLANDO AVE STE 200 | NASHVILLE | TN | 37209 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT | $50,000 | |
| TENNESSEE WILDLIFE RESOURCES FOUNDA | ||||||||
| 5000 LINBAR DRIVE STE 265 | NASHVILLE | TN | 37211 | NONE | PUBLIC | TO SUPPORT TENNESSEE OUTDOOR YOUTH SUMMIT (TOYS) | $40,000 | |
| THE FIND FAMILIES IN NEED OF DIRECT | ||||||||
| 2787 SMITH SPRINGS ROAD | NASHVILLE | TN | 37217 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT AND TO PROVIDE ADDITIONAL COVID SUPPORT TO ADAPT PROGRAM. | $22,000 | |
| THE LAND TRUST FOR TENNESSEE | ||||||||
| 4000 FRANKLIN PIKE | NASHVILLE | TN | 37204 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT. | $50,000 | |
| VANGUARD CHARITABLE ENDOWMENT PROGR | ||||||||
| 2670 WARWICK AVENUE | WARWICK | RI | 02889 | NONE | PUBLIC | TO FUND VANGUARD DONOR ADVISED FUND | $30,000 | |
| WAYNE REED CHRISTIAN CHILDCARE CENT | ||||||||
| 11B LINDSLEY AVE | NASHVILLE | TN | 37210 | NONE | PUBLIC | TO SUPPORT THE PRE-K PROGRAM. | $8,000 | |
| WHY WE CAN'T WAIT | ||||||||
| 220 NATHAN DRIVE | GOODLETTSVILLE | TN | 37072 | NONE | PUBLIC | TO SUPPORT WWCW AFTERSCHOOL ACADEMY | $17,000 | |
| WOMEN OF COLOR COLLABORATIVE | ||||||||
| 113 JONESBURO CT | NASHVILLE | TN | 37214 | NONE | PUBLIC | TO SUPPORT BLACK GIRLS MATTER: THE STATE OF BLACK GIRLHOOD IN NASHVILLE PROJECT. | $30,000 | |
| WORKERS' DIGNITY PROJECT | ||||||||
| 335 WHITSETT ROAD | NASHVILLE | TN | 37210 | NONE | PUBLIC | TO SUPPORT YOUTH ORGANIZING THE YOUTH APPRENTICESHIP PROGRAM. | $20,000 | |
| YOUNG MEN'S CHRISTIAN ASSOC OF MID- | ||||||||
| 1000 CHURCH STREET | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT | $100,000 | |
| YOUTH INCORPORATED | ||||||||
| 4117 HILLSBORO PIKE SUITE 103-256 | NASHVILLE | TN | 37215 | NONE | PUBLIC | TO SUPPORT CAMP YI YOUTH 2019 | $11,300 | |
| YWCA | ||||||||
| 1608 WOODMONT BLVD | NASHVILLE | TN | 37215 | NONE | PUBLIC | TO SUPPORT THE GIRLS INC. PROGRAM. | $47,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,030,830 | 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 | $178,083 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $513,695 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $562,743 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (11 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1:METRO REAL ESTATE | 531390 | -$1,117 | 14 | $3,613 |
| K-1: DTC SHORT DURATION | 14 | $809 | ||
| K-1: DTC PRIVATE EQ IV | 900099 | -$6,632 | 14 | $17,454 |
| K-1: BROAD BASED COMSUMER | 14 | |||
| K-1: METROPOLITAN REAL ESTATE SECONDARY | 531390 | $18,657 | 14 | $28,401 |
| K-1: CORE FIXED INCOME CTF | 14 | $1,142 | ||
| K-1: DTC PRIVATE EQ V | -$14,229 | 14 | $19,511 | |
| K-1: DTC PRIVATE EQ VI | -$26,426 | 14 | -$3,186 | |
| K-1: AEW PARTNERS FUND VIII FEEDER LP | 900099 | $78,761 | 14 | $90,613 |
| 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 | $49,014 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,412,878 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,461,892 | 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 | $22,179 | 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 INSTITUTIONAL INDEX FD | $2,613,301 | $4,973,280 |
| VANGUARD EXTENDED MARKET INDEX FUND | $1,361,643 | $2,384,253 |
| VANGUARD FTSE ALL WORLD EX-US INDEX FUND | $1,250,789 | $1,639,011 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DTC INTERNATIONAL EQUITY COMMON TRUST FUND | AT COST | $7,295,015 | $8,746,993 |
| WINSTON GLOBAL | AT COST | $1,656,718 | $2,827,074 |
| METRO REAL ESTATE PARTNERS GLOBAL V, LP | AT COST | $309,970 | $424,805 |
| DTC PRIVATE EQUITY IV, LP | AT COST | $1,504,567 | $2,334,194 |
| DTC SHORT DURATION FIXED INCOME | AT COST | $872,506 | $880,988 |
| DTC CORE FIXED INCOME CTF | AT COST | $3,761,280 | $3,957,887 |
| DTC PRIVATE EQUITY V-Q LP | AT COST | $3,564,000 | $4,258,338 |
| METROPOLITAN REAL ESTATE PARTNERS SCIF | AT COST | $1,374,607 | $1,515,352 |
| PALOMA INTERNATIONAL LTD | AT COST | $4,400,000 | $4,964,488 |
| GMO QUALITY FUND | AT COST | $4,231,767 | $4,551,205 |
| AEW PARTNERS FUN DVIII FEEDER, L.P. | AT COST | $1,248,015 | $1,414,647 |
| DTC PRIVATE EQUITY VI, LP | AT COST | $2,250,000 | $2,362,843 |
| ISHARES 20+ YEAR TREASURY BOND ETF | AT COST | $1,262,532 | $1,356,320 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP PASS-THROUGH | Desc |
| Amt | $352,192 | 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 | $5,490 | $0 | $4,118 |
| INSURANCE | $9,798 | $0 | $7,349 |
| INVESTMENT EXPENSES | $159,382 | $159,382 | $0 |
| K-1: CORE FIXED INCOME | $7,117 | $7,117 | $0 |
| K-1: DTC PRIVATE EQUITY IV, LP | $49,389 | $49,389 | $0 |
| K-1: DTC PRIVATE EQUITY V-Q, LP | $165,869 | $165,869 | $0 |
| K-1: DTC SHORT DURATION FIXED INCOME | $2,099 | $2,099 | $0 |
| K-1: INTERNATIONAL EQUITY COMMON TRUST | $32,823 | $32,823 | $0 |
| K-1: METRO REAL ESTATE PARTNERS | $9,558 | $9,558 | $0 |
| K-1: METRO REAL ESTATE PARTNERS SECONDARY | $26,466 | $26,466 | $0 |
| MISCELLANEOUS | $420 | $0 | $357 |
| OFFICE EXPENSE | $16,270 | $0 | $13,511 |
| K-1: AEW PARTNERS FUND VIII FEEDER | $4,229 | $4,229 | $0 |
| K-1: DTC PRIVATE EQUITY VI-Q, LP | $141,466 | $141,466 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1:METRO REAL ESTATE | $2,496 | $3,613 | $2,496 |
| K-1: DTC SHORT DURATION | $809 | $809 | $809 |
| K-1: DTC PRIVATE EQ IV | $10,822 | $17,454 | $10,822 |
| K-1: METROPOLITAN REAL ESTATE SECONDARY | $47,058 | $28,401 | $47,058 |
| K-1: CORE FIXED INCOME CTF | $1,142 | $1,142 | $1,142 |
| K-1: DTC PRIVATE EQ V | $5,282 | $19,511 | $5,282 |
| K-1: DTC PRIVATE EQ VI | -$29,612 | -$3,186 | -$29,612 |
| K-1: AEW PARTNERS FUND VIII FEEDER LP | $169,374 | $90,613 | $169,374 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL SERVICE | $2,109 | $0 | $1,950 |
| CONSULTANTS | $16,440 | $0 | $8,833 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $16,120 | $0 | $14,614 |
| FROM K-1'S: FOREIGN INCOME TAXES | $35,384 | $35,384 | $0 |
| FEDERAL INCOME TAXES PAID | $10,102 | $0 | $0 |
| FOREIGN INCOME TAX - FORM 1099 | $2,795 | $2,795 | $0 |
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