JOE C DAVIS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOE C DAVIS FOUNDATION (EIN 62-6125481)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-02-13
- IRS object ID
- 202620449349100402
- Schema version
- 2024v5.5
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-13T07:29:05-06:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621298042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSBORNE & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 761 OLD HICKORY BLVD STE 201 | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 626125481 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOE C DAVIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOEC | BusinessNameControlTxt |
| Phone | 6153529036 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 WOODMONT BLVD STE 310 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM R DELOACHE JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6153529036 | PhoneNum |
| Signature | 2026-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID F OSBORNE | PreparerPersonNm |
| PTIN | P00022637 | PTIN |
| Phone | 6153700590 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $207,337,213 | 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 |
| Dividends Rev And Expnss | $3,359,052 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,359,052 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $45,033,512 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $135,500,356 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $45,033,512 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,698,327 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,761,924 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $52,090,891 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,154,488 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $330,833 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $330,833 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $12,433 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $12,433 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,091 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,091 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $956,249 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $956,249 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $720,932 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $229 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $23,155 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $14,720 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $14,720 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,738 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,738 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $137,963 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $137,963 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,202,759 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $971,169 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $534,042 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,209,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,209,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,412,559 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $971,169 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,743,842 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $41,678,332 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,183,319 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,752,974 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,174,518 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,174,518 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $292,571 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $292,571 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $5,689,280 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $376 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $50,972,665 | CorporateStockBOYAmt |
| Corporate Stock EOY | $903,215 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,557,162 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,677,400 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $40,443,727 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $148,571,204 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $195,312,586 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,500 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,500 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $112,536,046 | TotalAssetsBOYAmt |
| Total Assets EOY | $151,941,508 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $207,337,213 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,277,715 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,845 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,277,715 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,845 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $110,258,331 | RetainedEarningBOYAmt |
| Retained Earning EOY | $151,936,663 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $110,258,331 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $151,936,663 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $112,536,046 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $151,941,508 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $110,258,331 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $41,678,332 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $151,936,663 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $151,936,663 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| REAL ESTATE - 1015 DAVIDSON DRIVE NASHVILLE, TN | P | 2025-09-25 | $4,381,000 | $4,126,576 | $254,424 | $254,424 |
| BRAVE WARRIOR | 2025-09-30 | $19,312,425 | $17,084,288 | $2,228,137 | $2,228,137 | |
| BRAVE WARRIOR | 2025-09-30 | $41,975,970 | $26,007,372 | $15,968,598 | $15,968,598 | |
| GARDNER RUSSO | 2025-09-30 | $3,002,219 | $2,939,134 | $63,085 | $63,085 | |
| GARDNER RUSSO | 2025-09-30 | $35,538,735 | $9,097,297 | $26,441,438 | $26,441,438 | |
| REGIONS | 2025-09-30 | $2,393,470 | $2,407,628 | -$14,158 | -$14,158 | |
| REGIONS | 2025-09-30 | $5,798,443 | $6,637,870 | -$839,427 | -$839,427 | |
| COST VALUATION ADJUSTMENT | 2025-09-30 | $40,801 | -$40,801 | -$40,801 | ||
| VANGUARD - TOTAL INTL STOCK INDEX INSTL CL | 2025-09-30 | $12,878,707 | $11,591,053 | $1,287,654 | $1,287,654 | |
| VANGUARD - SHORT TERM BOND INDEX ADM CL | 2025-09-30 | $8,072,611 | $8,076,984 | -$4,373 | -$4,373 | |
| VANGUARD - INTER TERM BOND INDEX ADM CL | 2025-09-30 | $2,146,776 | $2,457,841 | -$311,065 | -$311,065 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $45,033,512 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $697,548 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $697,548 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $697,548 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,033,547 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,033,547 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $335,999 | OverpaymentAmt |
| Applied To ES Tax | $335,999 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JOECDAVISFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6153529036 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 WOODMONT BLVD STE 310 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37205 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM R DELOACHE JR | ||||||||
| 104 WOODMONT BLVD STE 310 | NASHVILLE | TN | 37205 | CO-TRUSTEE | 5.00 | $0 | $0 | $0 |
| FRANCES ELLISON | ||||||||
| 70 ROUND POND ROAD | GREENVILLE | SC | 29607 | CO-TRUSTEE | 5.00 | $0 | $0 | $0 |
| ANNE DAVIS | ||||||||
| 3420 HAMPTON AVENUE | NASHVILLE | TN | 37215 | CO-TRUSTEE | 5.00 | $0 | $0 | $0 |
| NANCY BEVERIDGE | ||||||||
| 209 LYNNWOOD TERRACE | NASHVILLE | TN | 37205 | CO-TRUSTEE | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ANGELA GODDARD | ||||||||
| 104 WOODMONT BLVD STE 310 | NASHVILLE | TN | 37205 | EXECUTIVE DIRECTOR | 40.00 | $210,833 | $0 | $0 |
| MEGAN K MCGUIRE | ||||||||
| 104 WOODMONT BLVD STE 310 | NASHVILLE | TN | 37205 | SENIOR PROGRAM OFFIC | 40.00 | $112,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BRAVE WARRIOR ADVISORS | |||||
| 124 EAST 49TH ST | NEW YORK | NY | 10017 | INVESTMENT MANAGEMENT | $660,534 |
| GARDNER RUSSO & GARDNER INVESTMENTS | |||||
| 223 EAST CHESTNUT ST | LANCASTER | PA | 17602 | INVESTMENT MANAGEMENT | $263,860 |
| BLACKROCK INVESTMENT MANAGEMENT | |||||
| PO BOX 1305 | CHARLOTTE | NC | 282011305 | INVESTMENT MANAGEMENT | $13,742 |
| 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 | $177,292,160 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,643,185 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,880,615 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $195,815,960 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $195,815,960 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,937,239 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $192,878,721 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,643,936 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,643,936 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $697,548 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $300,216 | IncomeTaxAmt |
| Total Tax | $997,764 | TotalTaxAmt |
| Distributable Before Adj | $8,646,172 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,646,172 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,646,172 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,743,842 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,743,842 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,646,172 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,639,674 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,743,842 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,639,674 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $104,168 | 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 | $8,542,004 | 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 | ANGELA GODDARD CO JOE C DAVIS FOUND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 WOODMONT BLVD STE 310 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6153529036 | RecipientPhoneNum |
| Recipient Email Address | AGODDARD@JOECDAVISFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE ATTACHED STATEMENT 18 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHED STATEMENT 18 | SubmissionDeadlinesTxt |
| Restrictions On Awards | ONLY 501(C)(3) ORGANIZATIONS - PREFERENCE IS GIVEN TO CHARITABLE ORGANIZATIONS LOCATED IN THE NASHVILLE, TN AREA. THE FOUNDATION DOES NOT GENERALLY PROVIDE SIGNIFICANT FUNDING FOR THE ARTS, ENVIRONMENTAL CAUSES, OR RELIGIOUS ACTIVITIES, EXCEPT AS MAY BE INCIDENTAL TO OTHER PROGRAMS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (108 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 100 BLACK MEN OF MIDDLE TENNESSEE INC | |||||||
| PO BOX 140789 | NASHVILLE | TN | 37214 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $2,500 |
| A STEP AHEAD FOUNDATION | |||||||
| PO BOX 159002 | NASHVILLE | TN | 37215 | NA | PUBLIC CHARITY | PROGRAM SUPPORT | $20,000 |
| AGAPE | |||||||
| 4555 TROUSDALE DRIVE | NASHVILLE | TN | 37204 | NA | PUBLIC CHARITY | PROGRAM SUPPORT | $7,500 |
| ANCORA TN | |||||||
| P O BOX 160069 | NASHVILLE | TN | 37216 | NA | PUBLIC CHARITY | PROGRAM SUPPORT | $5,000 |
| AVENTURA COMMUNITY SCHOOL | |||||||
| 2529 FAIRFAX AVENUE | NASHVILLE | TN | 37212 | NA | PUBLIC CHARITY | CAPITAL SUPPORT | $503,800 |
| BACKFIELD IN MOTION | |||||||
| 920 WOODLAND ST | NASHVILLE | TN | 37206 | NA | PUBLIC CHARITY | PROGRAM SUPPORT | $50,000 |
| BEGIN ANEW | |||||||
| 1111 FOSTER AVE | NASHVILLE | TN | 37210 | NA | PUBLIC CHARITY | OPERATING & CAPACITY BUILDING SUPPORT | $50,000 |
| BETHLEHEM CENTER OF NASHVILLE | |||||||
| 1417 CHARLOTTE AVE | NASHVILLE | TN | 37203 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $10,000 |
| BEWELL IN SCHOOL | |||||||
| 2817 WEST END AVE 126-340 | NASHVILLE | TN | 37203 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $15,000 |
| BIG BROTHERS BIG SISTERS OF MIDDLE TENNESSEE | |||||||
| 1704 CHARLOTTE AVE STE 130 | NASHVILLE | TN | 37203 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $15,000 |
| CASA INC | |||||||
| 340 21ST AVE NORTH | NASHVILLE | TN | 37208 | NA | PUBLIC CHARITY | CAPACITY BUILDING & OPERATING SUPPORT | $23,000 |
| CENTER FOR NONPROFIT MANAGEMENT | |||||||
| 1610 54TH AVENUE NORTH SUITE 225 | NASHVILLE | TN | 37210 | NA | PUBLIC CHARITY | CAPACITY BUILDING SUPPORT | $5,000 |
| COMMUNITIES IN SCHOOLS TENNESSEE | |||||||
| 1207 18TH AVENUE S | NASHVILLE | TN | 37212 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $15,000 |
| COMMUNITY CARE FELLOWSHIP | |||||||
| 511 SOUTH 8TH STREET | NASHVILLE | TN | 37206 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $15,000 |
| COMMUNITY RESOURCE CENTER | |||||||
| 218 OMUHUNDRO PLACE | NASHVILLE | TN | 37210 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $15,000 |
| CONEXION AMERICAS | |||||||
| 2195 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $125,000 |
| CROSSROADS CAMPUS | |||||||
| 707 MONROE STREET | NASHVILLE | TN | 37208 | NA | PUBLIC CHARITY | CAPACITY BUILDING & OPERATING SUPPORT | $188,000 |
| DISMAS INC | |||||||
| 1513 16TH AVE S | NASHVILLE | TN | 37212 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $10,000 |
| DIVERSE LEARNERS COOPERATIVE | |||||||
| 8011 BROOKS CHAPEL RD UNIT 3083 | BRENTWOOD | TN | 37027 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $75,000 |
| DYMON IN THE ROUGH (DYNAMIC YOUNG MINORITIES OF NASHVILLE) | |||||||
| P O BOX 330816 | NASHVILLE | TN | 37203 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $2,500 |
| EAST NASHVILLE HOPE EXCHANGE | |||||||
| PO BOX 68423 | NASHVILLE | TN | 37206 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $2,500 |
| ENCOMPASS COMMUNITY SCHOOL | |||||||
| 4300 PARK AVE | NASHVILLE | TN | 37209 | NA | PUBLIC CHARITY | OPERATING SUPPORT & CAPACITY BUILDING | $50,000 |
| FAITH FAMILY MEDICAL CENTER | |||||||
| 326 21ST AVENUE NORTH | NASHVILLE | TN | 37203 | NA | PUBLIC CHARITY | OPERATING SUPPORT & CAPACITY BUILDING | $75,000 |
| FAMILY & CHILDREN'S SERVICES | |||||||
| 201 23RD AVENUE NORTH | NASHVILLE | TN | 37203 | NA | PUBLIC CHARITY | OPERATING & PROGRAM SUPPORT | $55,000 |
| FANNIE BATTLE DAY HOME FOR CHILDREN INC | |||||||
| 108 CHAPEL AVENUE | NASHVILLE | TN | 37206 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $20,000 |
| FRIENDS OF MILL RIDGE PARK | |||||||
| 5333 HICKORY HOLLOW PKWY | ANTIOCH | TN | 37013 | NA | PUBLIC CHARITY | OPERATING & CAPITAL SUPPORT | $115,000 |
| FRIENDS OF WARNER PARKS | |||||||
| 50 VAUGHN RD | NASHVILLE | TN | 37221 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $5,000 |
| GREENWAYS FOR NASHVILLE | |||||||
| P O BOX 196340 | NASHVILLE | TN | 37219 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $15,000 |
| HABITAT FOR HUMANITY OF GREATER NASHVILLE | |||||||
| 414 HARDING PLACE | NASHVILLE | TN | 37211 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $20,000 |
| HARPETH HALL SCHOOL | |||||||
| 3801 HOBBS ROAD | NASHVILLE | TN | 37215 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $25,000 |
| HARPETH HALL SCHOOL | |||||||
| 3801 HOBBS ROAD | NASHVILLE | TN | 37216 | NA | PUBLIC CHARITY | SCHOLARSHIPS | $100,000 |
| HARVEST HANDS CDC | |||||||
| 155B OLD HERMITAGE AVE | NASHVILLE | TN | 37210 | NA | PUBLIC CHARITY | OPERATING AND CAPACITY BUILDING SUPPORT | $35,000 |
| HOPE CLINIC FOR WOMEN | |||||||
| 1810 HAYES STREET | NASHVILLE | TN | 37203 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $10,000 |
| HOSPITAL HOSPITALITY HOUSE OF NASHVILLE | |||||||
| 207 24TH AVENUE NORTH | NASHVILLE | TN | 37203 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $5,000 |
| INSIGHT COUNSELING CENTERS | |||||||
| PO BOX 50242 | NASHVILLE | TN | 37205 | NA | PUBLIC CHARITY | PROGRAM & OPERATING SUPPORT | $25,000 |
| INSPIRITUS | |||||||
| PO BOX 60597 | NASHVILLE | TN | 37206 | NA | PUBLIC CHARITY | OPERATING, CAPITAL, & PROGRAM SUPPORT | $82,500 |
| INSTRUCTION PARTNERS | |||||||
| 604 GALLATIN AVE STE 202 | NASHVILLE | TN | 37206 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $15,000 |
| INTERFAITH DENTAL CLINIC | |||||||
| 600 HILL AVENUE | NASHVILLE | TN | 37210 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $30,000 |
| KING'S DAUGHTERS CHILD DEVELOPMENT CENTER | |||||||
| 590 NORTH DUPONT STREET | MADISON | TN | 37115 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $20,000 |
| LEADERSHIP NASHVILLE FOUNDATION | |||||||
| PO BOX 190498 | NASHVILLE | TN | 37219 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $3,000 |
| LITTLE WONDERS EARLY LEARNING CENTER | |||||||
| 1162 FOSTER AVE | NASHVILLE | TN | 37209 | NA | PUBLIC CHARITY | CAPITAL & CAPACITY BUILDING SUPPORT | $375,000 |
| MAN UP TEACHER FELLOWS INC | |||||||
| 350 CONCOURSE AVE SUITE 434 | MEMPHIS | TN | 38014 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $70,000 |
| MARTHA O'BRYAN CENTER | |||||||
| 711 SOUTH SEVENTH ST | NASHVILLE | TN | 37206 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $25,000 |
| MARY PARRISH CENTER | |||||||
| P O BOX 60009 | NASHVILLE | TN | 37206 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $7,500 |
| MCNEILLY CENTER FOR CHILDREN | |||||||
| 100 MERIDIAN STREET | NASHVILLE | TN | 37207 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $25,000 |
| MONROE HARDING INC | |||||||
| 1 VANTAGE WAY SUITE C-165 | NASHVILLE | TN | 37228 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $5,000 |
| MONTGOMERY BELL ACADEMY | |||||||
| 4001 HARDING RD | NASHVILLE | TN | 37205 | NA | PUBLIC CHARITY | OPERATING SUPPORT & SCHOLARSHIPS | $125,000 |
| NASHVILLE ADULT LITERACY COUNCIL | |||||||
| 4805 PARK AVENUE 305 | NASHVILLE | TN | 37209 | NA | PUBLIC CHARITY | CAPACITY BUILDING & OPERATING SUPPORT | $45,000 |
| NASHVILLE CHARTER COLLABORATIVE | |||||||
| 104 WOODMONT BLVD | NASHVILLE | TN | 37205 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $125,000 |
| NASHVILLE CHILDREN'S ALLIANCE | |||||||
| 1264 FOSTER AVENUE | NASHVILLE | TN | 37210 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $15,000 |
| NASHVILLE FOOD PROJECT | |||||||
| 5904 CALIFORNIA AVE | NASHVILLE | TN | 37209 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $70,000 |
| NASHVILLE INTERNATIONAL CENTER FOR EMPOWERMENT | |||||||
| 417 WELSHWOOD DR STE 100 | NASHVILLE | TN | 37211 | NA | PUBLIC CHARITY | OPERATING & PROGRAM SUPPORT | $55,000 |
| NASHVILLE PROPEL PARENT INSTITUTE | |||||||
| 615 MAIN STREET | NASHVILLE | TN | 37206 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $15,000 |
| NASHVILLE PUBLIC LIBRARY FOUNDATION | |||||||
| 615 CHURCH ST | NASHVILLE | TN | 37219 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $5,000 |
| NASHVILLE ROTARY FOUNDATION | |||||||
| 3401 WEST END AVE 318 | NASHVILLE | TN | 37208 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $500 |
| NASHVILLE TEACHER RESIDENCY | |||||||
| 1224 MARTIN STREET | NASHVILLE | TN | 37203 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $50,000 |
| NASHVILLE YWCA | |||||||
| 1608 WOODMONT BLVD | NASHVILLE | TN | 37215 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $20,000 |
| NATIONS MINISTRY CENTER | |||||||
| PO BOX 128154 | NASHVILLE | TN | 37212 | NA | PUBLIC CHARITY | OPERATING & CAPACITY BUILDING SUPPORT | $45,000 |
| NATIVE AMERICAN INDIAN ASSOCIATION OF TENNESSEE | |||||||
| 230 SPENCE LANE | NASHVILLE | TN | 37210 | NA | PUBLIC CHARITY | CAPITAL SUPPORT | $50,000 |
| NEEDLINK NASHVILLE | |||||||
| 1600 56TH AVE N | NASHVILLE | TN | 37209 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $5,000 |
| NURSES FOR NEWBORNS OF TENNESSEE | |||||||
| 1606 PORTER ROAD SUITE 200 | NASHVILLE | TN | 37206 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $10,000 |
| OASIS CENTER THE | |||||||
| 1704 CHARLOTTE AVE ST 200 | NASHVILLE | TN | 37203 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $30,000 |
| OPERATION STAND DOWN NASHVILLE | |||||||
| 1125 12TH AVE S | NASHVILLE | TN | 37203 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $20,000 |
| OUR KIDS INC | |||||||
| 1804 HAYES STREET | NASHVILLE | TN | 37203 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $10,000 |
| PATHWAYS KITCHEN | |||||||
| 4636 LEBANON PIKE 168 | HERMITAGE | TN | 37076 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $20,000 |
| PERSIST NASHVILLE | |||||||
| 41 PEABODY STREET | NASHVILLE | TN | 37210 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $125,000 |
| PIVOT SCHOOL IMPROVEMENT LEADERS | |||||||
| 922 MAIN STREET C BOX 311 | NASHVILLE | TN | 37206 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $65,000 |
| PLANNED PARENTHOOD OF TENNESSEE & NORTH MISSISSIPPI | |||||||
| 50 VANTAGE WAY SUITE 102 | NASHVILLE | TN | 37228 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $10,000 |
| PRESTON TAYLOR MINISTRIES | |||||||
| PO BOX 90442 | NASHVILLE | TN | 37209 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $15,000 |
| PROJECT RETURN | |||||||
| 806 4TH AVE S | NASHVILLE | TN | 37210 | NA | PUBLIC CHARITY | CAPACITY BUILDING & OPERATING SUPPORT | $45,000 |
| REFUGE CENTER FOR COUNSELING | |||||||
| 103 FORREST CROSSING BLVD STE 102 | FRANKLIN | TN | 37064 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $5,000 |
| RENEWAL HOUSE | |||||||
| P O BOX 280356 | NASHVILLE | TN | 37228 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $20,000 |
| ROCKETOWN OF MIDDLE TN | |||||||
| 601 4TH AVE S | NASHVILLE | TN | 37210 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $7,500 |
| ROOFTOP FOUNDATION | |||||||
| 108 7TH AVENUE SOUTH | NASHVILLE | TN | 37203 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $5,000 |
| ROOM IN THE INN | |||||||
| PO BOX 25309 | NASHVILLE | TN | 37202 | NA | PUBLIC CHARITY | PROGRAM SUPPORT | $25,000 |
| SAFE HAVEN FAMILY SHELTER | |||||||
| 1234 3RD AVENUE SOUTH | NASHVILLE | TN | 37210 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $15,000 |
| SECOND HARVEST FOOD BANK OF MIDDLE TENNESSEE | |||||||
| 331 GREAT CIRCLE ROAD | NASHVILLE | TN | 37228 | NA | PUBLIC CHARITY | CAPITAL & OPERATING SUPPORT | $550,000 |
| SEXUAL ASSAULT CENTER | |||||||
| 101 FRENCH LANDING DR | NASHVILLE | TN | 37228 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $20,000 |
| SILOAM FAMILY HEALTH CENTER | |||||||
| 820 GALE LANE | NASHVILLE | TN | 37204 | NA | PUBLIC CHARITY | CAPACITY BUILDING, OPERATING, & PROGRAM SUPPORT | $145,000 |
| SOUTHERN TENNIS PATRONS FOUNDATION | |||||||
| 5685 SPALDING DRIVE | PEACHTREE | GA | 30092 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $2,500 |
| ST LUKE'S COMMUNITY HOUSE INC | |||||||
| 5601 NEW YORK AVENUE | NASHVILLE | TN | 37209 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $90,000 |
| STARS | |||||||
| 1704 CHARLOTTE AVE STE 200 | NASHVILLE | TN | 37203 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $20,000 |
| STEM PREPARATORY | |||||||
| 1162 FOSTER AVE | NASHVILLE | TN | 37210 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $3,000 |
| TEACH FOR AMERICA | |||||||
| 220 ATHENS WAY | NASHVILLE | TN | 37228 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $100,000 |
| TENNESSEE CHARTER SCHOOL CENTER | |||||||
| 1033 DEMONBREUN ST STE 300 | NASHVILLE | TN | 37203 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $100,000 |
| TENNESSEE IMMIGRANT AND REFUGEE RIGHTS COALITION | |||||||
| 3310 EZELL ROAD | NASHVILLE | TN | 37211 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $45,000 |
| TENNESSEE JUSTICE FOR OUR NEIGHBORS | |||||||
| 2195 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $65,000 |
| TENNESSEE NONPROFIT NETWORK | |||||||
| 66 SOUTH COOPER ST 5TH FLOOR | MEMPHIS | TN | 38014 | NA | PUBLIC CHARITY | CAPACITY BUILDING SUPPORT | $100,000 |
| TENNESSEE STATE COLLABORATIVE ON REFORMING EDUCATION (SCORE) | |||||||
| 1801 WEST END AVENUE SUITE 300 | NASHVILLE | TN | 37203 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $25,000 |
| THE BRANCH OF NASHVILLE | |||||||
| 41 TUSCULUM RD | ANTIOCH | TN | 37013 | NA | PUBLIC CHARITY | CAPITAL SUPPORT | $50,000 |
| THE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE | |||||||
| 3833 CLEGHORN AVE | NASHVILLE | TN | 37215 | NA | PUBLIC CHARITY | NASHVILLE EARLY EDUCATION COALITION, STATE-WIDE NONPROFIT ANALYSIS STUDY, SABBATICAL FUND, & OPERATING SUPPORT | $338,000 |
| THE EDUCATORS' COOPERATIVE | |||||||
| 507 HAGAN STREET | NASHVILLE | TN | 37203 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $5,000 |
| THE FAMILY CENTER | |||||||
| 139 THOMPSON LN | NASHVILLE | TN | 37211 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $5,000 |
| THE NEW BEGINNINGS CENTER | |||||||
| 509 CRAIGHEAD ST STE 100 | NASHVILLE | TN | 37204 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $5,000 |
| THE NEXT DOOR INC | |||||||
| P O BOX 23336 | NASHVILLE | TN | 37202 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $25,000 |
| THE SALVATION ARMY | |||||||
| 631 DICKERSON PIKE | NASHVILLE | TN | 37207 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $25,000 |
| TN COLLEGE ACCESS & SUCCESS NETWORK | |||||||
| 1704 CHARLOTTE AVE ST 200 | NASHVILLE | TN | 37203 | NA | PUBLIC CHARITY | NASHVILLE SCHOLARS INITIATIVE | $75,000 |
| TN VOICES | |||||||
| 500 PROFESSIONAL PARK DR STE 202 | GOODLETTSVILLE | TN | 37072 | NA | PUBLIC CHARITY | MERGER & OPERATING SUPPORT | $32,500 |
| UNITED WAY OF GREATER NASHVILLE | |||||||
| 250 VENTURE CIRCLE | NASHVILLE | TN | 37228 | NA | PUBLIC CHARITY | CAPACITY BUILDING SUPPORT - BETHLEHEM CENTERS | $15,000 |
| UNITED WAY OF GREATER NASHVILLE | |||||||
| 250 VENTURE CIRCLE | NASHVILLE | TN | 37228 | NA | PUBLIC CHARITY | THE FAMILY COLLECTIVE | $105,000 |
| UPRISE NASHVILLE (WEST END COMM CHURCH) | |||||||
| 235 WHITE BRIDGE PK | NASHVILLE | TN | 37209 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $5,000 |
| VALOR COLLEGIATE ACADEMIES | |||||||
| 4527 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | NA | PUBLIC CHARITY | PROGRAM SUPPORT | $50,000 |
| VANDERBILT UNIVERSITY | |||||||
| 211 KIRKLAND HALL | NASHVILLE | TN | 37240 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $50,000 |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | |||||||
| PO BOX 55766 | BOSTON | MA | 02205 | NA | PUBLIC CHARITY | PROGRAM SUPPORT | $2,200,000 |
| VOLUNTEER SCHOOLS DBA NASHVILLE INCUBATOR | |||||||
| 104 WOODMONT BLVD STE 310 | NASHVILLE | TN | 37205 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $500,000 |
| WELCOME HOME MINISTRIES | |||||||
| PO BOX 100183 | NASHVILLE | TN | 20036 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $5,000 |
| YOUTH ENCOURAGEMENT SERVICES | |||||||
| 3016 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | NA | PUBLIC CHARITY | OPERATING & CAPACITY BUILDING SUPPORT | $23,000 |
| YOUTH VILLAGES INC | |||||||
| 3310 PERIMETER HILL DRIVE | NASHVILLE | TN | 37211 | NA | PUBLIC CHARITY | OPERATING SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,209,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,359,052 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,580,931 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $45,033,512 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITIGATION PROCEEDS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $117,396 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $52,090,891 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,090,891 | 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 | CategoryTxt |
| Amt | $14,800 | Amt |
| Net Investment Income | $9,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,200 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| APPLICATION PROCESS | FORM 990-PF, PART XV, LINE 2B | FORM 990-PF, PART XV, LINE 2BOVERVIEW: THE JOE C. DAVIS FOUNDATION SUPPORTS 501(C)(3) ORGANIZATIONS IN THE NASHVILLE, TN AREA FOCUSING ON EDUCATION, HEALTHCARE, AND COMMUNITY/SOCIAL SERVICES. THE FOUNDATION OFFERS TWO PRIMARY FUNDING TRACKS:OPERATIONAL GRANTS (UNRESTRICTED SUPPORT) -NEW/RETURNING APPLICANTS: ORGANIZATIONS NOT FUNDED IN THE LAST 3 YEARS MUST SUBMIT A LETTER OF INTEREST (LOI) BETWEEN JUNE 1 AND SEPTEMBER 30 FOR FUNDING IN THE FOLLOWING CALENDAR YEAR. -EXISTING PARTNERS: CURRENT GRANTEES RECEIVE APPLICATION INSTRUCTIONS BY DECEMBER 1, WITH APPLICATIONS DUE JANUARY 30. -REQUIREMENTS: LOIS MUST INCLUDE THE AGENCY MISSION, FINANCIAL NEED, PROBLEM STATEMENT/THEORY OF CHANGE, AND CURRENT FISCAL BUDGET.TRANSFORMATIONAL GRANTS (ONE-TIME CAPACITY/CAPITAL PROJECTS) -PROCESS: APPLICANTS MUST SCHEDULE A PRE-APPLICATION MEETING WITH FOUNDATION STAFF BETWEEN JUNE 1 AND JULY 15. -DEADLINE: FULL APPLICATIONS ARE DUE AUGUST 1.HOW TO APPLY: ALL SUBMISSIONS MUST BE MADE VIA THE FOUNDATION'S ONLINE GRANT MANAGEMENT SYSTEM. TO APPLY FOR FUNDING, CONTACT ANGELA GODDARD AT AGODDARD@JOECDAVISFOUNDATION.ORG.RESTRICTIONS: GRANTS ARE NOT MADE FOR CHARITABLE FUNDRAISING EVENTS, DINNERS, OR INDIVIDUALS. |
| DETAIL OF INVESTMENTS | FORM 990-PF, PART II, BALANCE SHEETS, LINE 10A, 10B, 10C, 13 | SEE DETAIL ON RETURN |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY CL A | $836,806 | $9,050,400 |
| BERKSHIRE HATHAWAY CL B | $66,409 | $506,762 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $376 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BUCKLEY CAPITAL PARTNERS LP | AT COST | $3,309,834 | $4,241,471 |
| NCN QP FUND IV LP | AT COST | $197,321 | $313,912 |
| VANGUARD EXT MKT ETF | AT COST | $3,288,122 | $8,732,874 |
| VANGUARD INTERM TERM BOND ETF | AT COST | $11,677,235 | $12,192,738 |
| VANGUARD S&P 500 INDEX ETF | AT COST | $117,350,850 | $155,909,660 |
| VANGUARD SHORT TERM BOND ETF | AT COST | $11,676,463 | $11,922,354 |
| D CUBED ENGAGED PARTNERS LP | AT COST | $1,071,379 | $1,999,577 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,091 | LegalFeesAmt |
| Net Investment Income | $5,091 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $30,332 | $0 | $30,332 |
| OTHER CHARITABLE EXPENSES | $668 | $0 | $668 |
| OUTSIDE CHARITABLE SERVICES | $106,963 | $0 | $106,963 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 NCN ANGEL FUND I, LP | -$6,020 | -$6,020 | -$6,020 |
| K-1 BUCKLEY CAPITAL | $247,852 | $247,852 | $247,852 |
| K-1 D CUBED ENGAGED PARTNERS | $3,349,093 | $2,530,086 | $3,349,093 |
| K-1 NCN QP FUND IV, LP | -$9,994 | -$9,994 | -$9,994 |
| LITIGATION PROCEEDS | $117,396 | $117,396 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| NEGATIVE BASIS IN D CUBED ENGAGED PARTNERS LP | $2,277,715 | $0 |
| PINNACLE CREDIT CARD | $0 | $4,845 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $948,670 | $948,670 | $0 |
| FOREIGN FEES | $7,579 | $7,579 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $229 | $229 | $0 |
| EXCISE TAX | $697,548 | $0 | $0 |
| PAYROLL TAXES | $23,155 | $0 | $23,155 |
Comments