SHARED ROOTS: CFMT 2022 Report to the Community

SHARED ROOTS

2022 REPORT TO THE COMMUNITY

TABLE OF CONTENTS Letter from CEO

1

New Headquarters and Branding

2

Who We Are

3-4

2022 Grantmaking Infographic

5-6

Financial Statement

7

Board

8

2022 New Funds

9-10

Local Twins Excel at Tennessee State University

11-12

Acts of Kindness Can Truly Change the World

13-14

25 Years of Broadening the Horizons of Local Black Youth

15-16

Women in Tech Scholarship Helping Students Create New Paths

17-18

The Legacy of Family Philanthropy Continues into the Next Generation

19-20

Vicki Yates Interview

21

Types of Fund

22

CFMT List of Funds Dedication to Ellen Lehman

23-53 54

in a forest mirror the essence of a thriving community.

Shaded by a verdant canopy, shared roots delve deep into the soil to support individual trees that stand tall and proud, connected by intertwining branches exemplifying an interdependence that binds each one together. Their intricate network of roots, hidden from the surface, reminds us of our deep connections, fed by empathy and compassion.

Just as a diverse array of sugar maples, walnut, pine, and poplars coexist, a healthy community embraces its diversity, recognizing that unique perspectives enrich a beautiful and collective tapestry of experiences and beauty. Like the forest, we weather storms and disasters, our resilience tested and fortified by our commitment to facing each challenge … united.

Ultimately, both the forest and our community embody a profound sense of renewal and growth, as we continuously adapt, evolve, and sow seeds of hope for a prosperous future for us all.

SHARED ROOTS

In a timeless dance of interconnectedness, the trees

LETTER FROM CEO

Dear friends, One of the many leadership gems to come out of the

Over the past few months, we’ve moved into a

show Ted Lasso was the scene between the lovable

home that offers us space to come together in

Coach Lasso and a prima donna player who didn’t

new ways. We have also unveiled a new logo

have a clue how to just be a member of a team.

designed to represent what happens when mine

“Jamie,” Lasso said, “if you can just figure out a way

and yours become ours. Both of these small steps

to turn that ‘me’ into ‘us’, the sky’s the limit for you.”

get us started on the journey that will define our next great chapter, a chapter I hope we will

Since Community Foundation of Middle Tennessee

create—together.

was founded over 30 years ago, our region has grown by a whopping 71%. While there are moments when

On behalf of the Board and staff of Community

it seems like the tribalistic walls that divide us have

Foundation of Middle Tennessee, thank you for

grown even higher, I believe the shared roots that

believing in us over the years. As the following

unite us run even deeper.

pages in this report attest, your partnership has helped us do some amazing things. We could

I joined CFMT this year with the belief that the

not be more grateful for the past we have shared,

most important word in our name is not foundation,

nor more hopeful for the road that lies ahead.

but community. Community calls us to transcend mine or yours, one or the other, better or worse,

For together, the sky’s the limit.

donor or recipient. When the world tells us to pick a corner, I still believe it is possible for ‘us’ and ‘them’

Gratefully,

to be united without losing our identity and beyond dividing walls of hostility. This is the role of a community foundation in the 21st century, and this is the organization Middle Tennessee is calling us to become.

1

NEW HEADQUARTERS We officially moved to our new headquarters at 3421 Belmont Boulevard in Nashville, Tennessee.

The Jane and Richard Eskind and Family Building serves as a hub for the work of the Community Foundation and as a convening and educational space for our nonprofit and community partners. Sustainability was at the forefront in creating the building, which features cross-laminated timber that stores carbon and reduces our footprint, bioretention areas for stormwater infiltration, public sidewalks to promote walkability, and many more features.

NEW LOGO We have a new look too. CFMT’s revitalized brand encapsulates the essence of our dedication to connecting generosity with need showcasing a symbolic three hills inspired by the visually abundant rolling hills of Middle Tennessee. The hills reflect the critical partners of CFMT’s work: our Donors, represented by the radiant gold color, embody a spirit of generosity; our Nonprofit partners, depicted in soothing blue hues, reflect an unwavering dedication to making a difference; and our shared Community, shimmering in silver tones, represents the heart and soul of the Foundation’s endeavors.

Some may perceive the challenges we face as a community as insurmountable mountains. Through collaborative efforts with our partners, we will continuously work to unite our collective resources and expertise to transform these mountains into rolling hills.

2

WHO WE ARE

For more than 30 years, Community Foundation of Middle Tennessee (CFMT) has been dedicated to connecting generous individuals and businesses with vital nonprofit organizations working to help our community thrive. Our donors are as diverse as the neighborhoods we serve and are driven by a shared commitment to improving our community for the benefit of everyone who lives here.

NUMBER OF GIFTS MADE TO THE COMMUNITY FOUNDATION IN 2022:

GIVING

39,866

CFMT partners with donors to make a lasting impact. Whether your goals are to support a beloved nonprofit or find new and innovative solutions to our community’s

TOTAL DOLLARS DONATED TO THE COMMUNITY FOUNDATION IN 2022:

most pressing challenges, we provide you with the connections and expertise to bring your charitable aspirations to life.

$118,624,635

43 3

MIDDLE TENNESSEE AND SOUTHERN KENTUCKY COUNTIES SERVED

GRANTMAKING Nonprofit partners play a vital role in

GRANTS MADE IN 2022:

$63,248,330

strengthening our community, and CFMT seeks to support and reinforce their impactful work through a variety of grantmaking opportunities. We are honored to invest in and partner with the agents and agencies of change who are working daily to address our most pressing issues.

AMOUNT OF GRANT DOLLARS DISTRIBUTED SINCE 1991:

NUMBER OF UNIQUE GRANTEE PARTNERS IN 2022:

5,984

$1,251,407,007

GRANTS BY AREA CFMT SERVICE AREA

$41,116,090

REST OF TENNESSEE

OUTSIDE OF TENNESSEE

$7,868,998

$14,263,242

4

$63,248,330 G RA N TED IN 202 2

Arts / Culture / Humanities

$7,193,234 Since its founding, the Wilson County Black History Committee has focused on its vision to share the heritage, arts, and culture of Black Americans who resided in Wilson County. One way the committee works toward this focus is by restoring Pickett Chapel, a sanctuary built in 1827 by enslaved individuals. In 2022, gifts through GivingMatters.com, alongside an additional CFMT grant, supported this important restoration project.

Animals/Animal Welfare

$2,646,892 Early Childhood Learning Programs

$8,131,203

Community Improvement

$3,646,155

Disaster Recovery / Emergency Assistance

$7,255,188 Great Smoky Mountains, Beaman, Shelby, Centennial, Percy Warner, and Radnor Lake are among the 16 Friends Groups established to support Tennessee’s local, state, and national parks. In 2022, the groups received more than $200,000 in funding to provide nature programming, upgrade facilities, and offer events encouraging residents to enjoy the green spaces and natural resources across Tennessee.

Education

$11,588,118 Environment / Conservation

$2,046,755

5

We believe in the transformative power of collaboration and generosity. Through our grantmaking initiatives, we have been able to fund and support projects that address some of our community’s most pressing challenges. This infographic serves as a testament to the collective effort and unwavering commitment to positive change.

A family’s experience navigating their father’s Alzheimer’s journey led to the founding of Abe’s Garden as a community focused on brain health, wellness, and purposeful living. In 2022, many CFMT donors, motivated by a similar experience for parents and other loved ones, donated nearly $400,000 in financial contributions from their Donor Advised funds to support Abe’s Garden Community’s capital campaign.

Food Security/ Nutrition

$1,223,370

Health

$4,142,996 Housing / Shelter

$1,095,066

Human Services

$6,682,315

Religion

Southern Word has applied its passion of helping youth develop their voice through spoken word in the Nashville area since 2008. Working with 7,500 students in 40 schools across 8 counties and helping identify Nashville’s Poet Laureate are among its impact on youth development noticed by donors each year. In 2022, there were a handful of grants from Donor Advised funds and the Community Foundation’s Discretionary Grant Program made to Southern Word, just as there have been nearly every year since the first grant to this organization was made in 2009.

$3,828,045 Youth Development

$2,302,468

Other

$1,466,527

6

2022 CFMT STATEMENT OF FINANCIAL POSITION ASSETS Cash Other receivables

2021

2022

$43,198,230

$42,491,012

$337,590

$403,031

Investments

$493,950,591

$434,725,184

Beneficial interest in lead trusts

$74,889,185

$67,928,170

Property and equipment - at cost less accumulated depreciation

$9,738,557

$17,538,565

$622,114,153

$563,085,962

Accounts payable and accrued expenses

$54,097

$1,176,024

Grants payable

$42,667

$460,815

Deferred revenue

$16,000

Total Assets LIABILITIES

Note Paybable

$28,371 $7,500,000

Agency funds liability

$16,340,106

$14,168,406

$16,452,870

$23,333,616

Board-directed

$23,727,212

$25,854,258

Field-of-interest

$107,914,677

$92,030,548

Designated

$46,280,977

$38,152,815

Total Liabilties NET ASSETS Without donor restrictions

Scholarship

$22,956,678

$19,542,678

Donor Advised

$327,351,405

$294,173,941

$528,230,949

$469,754,240

$ 74,889,185

$67,928,170

$2,541,149

$2,069,936

Total Net Assets with donor restrictions

$77,430,334

$69,998,106

Total Net Assets

$605,661,283

$539,752,346

Total Liabilities and Net Assets

$622,114,153

$563,085,962

Total Net Assets without donor restrictions With donor restrictions Charitable lead trusts Certain bequests

These figures represent numbers which have not yet been audited and are subject to change pending an audit for the year ending December 31, 2022.

7

2022

BOARD OF DIRECTORS Lyle Beasley, Chair

BOARD OF TRUSTEES

Christine Karbowiak Vanek, Judy Liff Barker Vice Chair Jack O. Bovender, Jr. Sara Finley, Secretary

Charles W. Cook, Jr. Ronald L. Corbin Andrew May, Treasurer Bob Corker Ellen Lehman, President Jana Davis Hal Cato, Incoming CEO Mark Emkes Richard J. Eskind BOARD OF DIRECTORS Farzin Ferdowsi John D. Ferguson Will Alexander Stephen F. Flatt Hugh Atkinson Ben G. Freeland Jamie Cheek Thomas F. Frist, Jr. Waverly D. Crenshaw, Jr. Alberto R. Gonzales Beth DeBauche José D. González Shari Dennis Joel C. Gordon* Sara Finley Kerry Graham Julie Frist Carl T. Haley Herb Fritch Aubrey B. Harwell, Jr. Eddie George Carol O. Hudler Jim Gingrich Catherine Jackson Max Goldberg Decosta Jenkins Ray Guzman William C. Koch, Jr. R. Milton Johnson Kevin P. Lavender Cary Mack Robert S. Lipman Will Morrow Bert Mathews Turner Nashe, Jr. Donna D. Nicely Larry Papel Susan Simons Dee Patel Deborah Taylor Tate Courtney Ross Charles A. Trost Wayne Smith Jack Turner Paul Stumb Steve Underwood Gail Carr Williams Betsy Walkup Jay Williams Jerry B. Williams Alan Young *deceased

8

Visit our website to learn more about establishing your own fund.

2022 NEW FUNDS

We welcome our new funds established with a commitment to make a difference and foster a better world for all. They help fuel our mission and amplify our ability to create positive change in the community.

Acklie Companies Employee Assistance Fund

Cumberland River Charitable Fund

Alius Buhl Advised Fund

Debbie and Chip Marston Family Fund

All the Everything Charitable Fund

Fletcher Bright Education Endowment Fund for Young Musicians

Altria Workforce Opportunity Advised Fund

Frist Cressey Ventures Cares Fund

AMH Advised Fund

Gary and Caroline Shockley Donor Advised Fund

Anne & Charles Roos Fund for The Nature Conservancy of Tennessee

HAGROYL - Hatcher Dennis Sprouse Family Fund

APS Family Fund

Happy Cowboy Alliance Fund

Azalee Inman Children-Property LLC

Historic Gower Cemetery Fund

Azalee Inman Scholarship Fund

Hope This Helps Fund

BlueCross Healthy Place at Harris Court

I Love This Life Fund

Maintenance Fund

J.D. Crowe Banjo Education Endowment Fund

BlueCross Healthy Place at Middleton City Park

Jason and Carrie Johnson Family Fund

Maintenance Fund

John F. Lee, Jr & Sara Rodes Lee Unrestricted Fund

BlueCross Healthy Place at Old Lake Road Park

Joshua G. Evans Family Impact Fund

Maintenance Fund

LaHaunn Moore Hope Scholarship Fund

BlueCross Healthy Place at Pendergrass Park Maintenance Fund

Liesel and Rob Meyer Family Fund

BlueCross Healthy Place at Rotary Park

Lillian V. Watson Scholarship Fund

Maintenance Fund

Lynn M. Erwin Education & Training Fund

Bone Family Endowment Fund for

for the Tennessee Sheriffs’ Association

First Baptist Gallatin

9

The J. Barrett Melton Family Memorial

MartinConnects Employee Assistance Fund

Scholarship Fund

Mitchell E. Hale Memorial Fund

The Katy Daley Broadcast Media/Sound

My Brother’s Keeper Nashville Fund

Engineering Education Fund

Netronix e4e Fund

The Literacy Fund

One Heartbeat Hawaii

The Lowell Hill, Virginia Wilson Hill and

Phillip Rush Unrestricted Fund

Pegine Hill Memorial Scholarship Fund

Rep. John Lewis Way Committee

The Lyle and Lisa Beasley Family Fund

Scholarship Fund

The Lyles Family Donor Advised Fund

Richland Country Club Charitable Fund

The Michael Burcham Advised Fund

Richland Country Club Employee Care Fund

The Mud Creek Fund

Sam and Yvonne Christopher Advised Fund

The Pastor Russell “Rusty” J. Perkins

Sean and Andrea Boyd Charitable Fund

Memorial Scholarship Fund

SRVH Scholarship Fund

The Paul and Cristy Stumb Fund

Stewart County High School Class of 1958

The Paz-Bernstein Fund

Scholarship Fund

The S(ylvia) A(be) M(erryl) H(eidi) Ross Charity Fund

Tennessee Bankers Association

The Sunshine Fund

Disaster Relief Fund

The United Paramedics of Nashville

The Anthony and Amy Curcio Family Fund

Scholarship Fund

The Azalee Inman Children’s Fund

The Visionary Impact Fund

The Bellwood Fund

The Waller Girls Fund

The Brand New Day Fund

The Willow Oak Center for Arts & Learning

The Cleveland Foundation Employee

Endowment Fund

Assistance Fund

The Yarbrough Family Advised Fund

The Coach Boyce Smith Scholarship Fund

Thomas Wesley Pipes Advised Fund

The Elise Steiner Small Fund for Youth Villages

TriStar Bank’s Community Caring Fund

of Middle Tennessee

United Derm Partners Employee Assistance Fund

The Fearless Fund

Vital Hero Support Fund

The Friends of Tennessee School for

Where Words Fail, Music Speaks Fund

the Blind Legacy Fund

10

LEGACY GROUNDED IN HARD WORK

Watch with P

Princesse and Shelton Hawkins

h more of the interview Princesse and Shelton

Historically Black Colleges (HBCUs) are known throughout the United States for their deep-rooted traditions and legacies. For Princesse Hawkins, a health science major, and her brother Shelton Hawkins, a mechanical engineering major, attending Tennessee State University (TSU) is no different as it is part of a family affair.

Both Princesse and Shelton’s parents and grandparents are TSU alums, so a continued education as legacy students at the beloved HBCU was always on their radar. However, the twins weren’t admitted on legacy alone. The Nashville natives worked hard for it, earning honor roll and principal’s list status in high school and GPAs worthy of being awarded the Community Foundation’s merit-based Teddy Wilburn Scholarship and the annual LadyAid Scholarship established by Grammy award-winning country music group Lady A.

Local Twins Excel at Tennessee State University The work ethic planted in them by their parents, that led to excellence in high school, catapulted them into success at the collegiate level, where they’ve grown their own roots and carved out legacies for themselves.

Princesse worked two jobs by choice, was an active member of the Student Election Commission in student government, and a member of the Alpha Psi chapter of Alpha Kappa Alpha sorority all while maintaining a high enough GPA to graduate in the spring of 2023, Magna Cumm Laude. She plans to attend TSU for her doctorate in Physical Therapy in the fall.

Shelton continues to build his legacy entering his final year at TSU. Affecting and informing his peers through the Student Election Commission pushes him out of his comfort zone and is his greatest source of accomplishment.

Through it all, leaning into the HBCU and Nashville community that they are so deeply a part of is an experience the siblings don’t take for granted.

The twins describe attending a local school as a way to stay grounded in family and friendship, and to recenter oneself.

“To attend an HBCU is a blessing,” says Shelton. “You really are family with your peers in your classroom. Everyone has lent a helping hand in my four years here, and I feel I wouldn’t get that anywhere else.”

12

Slowing down long enough to take a moment to enjoy smothered and covered eggs while eating delicious waffles swimming in sticky syrup could be a moment that plants a seed for a lifetime.

For music recording artist manager Gaines Sturdivant II, there haven’t been many moments sweeter than the one when his elementary-aged son, Gaines III, established a connection with Waffle House associates Terri and Dawn because of the warmth and friendliness they shared during regular visits to the local restaurant.

Sure … it’s Nashville, a bustling city known for its hospitality, but this connection was something different. Terrie and Dawn’s genuine interest in their guests inspired the fatherson duo to pen a children’s story about individual acts of kindness and the ability to change the world.

Acts of Kindness Can Truly Change the World The book, A Waffle Can Change the World, can now be found at Waffle Houses nationwide, in bookstores and online. Net proceeds from the sale of the book help to grow the Sturdivants’ intergenerational fund of the same name at the Community Foundation.

Through his daily work, Gaines II has helped several artists expand their roots into the community by establishing charitable funds at the Foundation. And it was these precious moments with his son at Waffle House that he was able to sprout the budding philanthropist in Gaines III, as well.

Instilling the spirit of compassion and generosity at a young age is incredibly inspiring. It is this kind of sowing of seeds that leads to community members treating each other with love and kindness – just as Waffle House associates Terri and Dawn did with the Sturdivants.

Get your own copy The World and lear 13

In 2022, the Sturdivants distributed their first-ever grants focusing on youth development, housing stability, and shelter for the unhoused. In his simple act of kindness, Gaines III proudly represented the family and presented grant awards to seven local nonprofits with funding to be utilized in a way the organizations felt would be most impactful.

Grantees include:

SOWING THE SEEDS OF GENEROSITY

Endure Athletics Freedom Aviation Network Nashville Dolphins Nashville Rescue Mission Oak Hill School Rooftop Foundation Water Walkers

y of A Waffle Can Change rn more about the fund.

Gaines Sturdivant III

100 Kings, a student program of 100BMMTN

Learn abo impact of

WHAT THEY SEE IS WHAT THEY WILL BE

out the f 100BMMTN

In Nashville’s fast-paced, ever-changing landscape, the businesses, places, and people that are community staples can come and go in months. But for 100 Black Men of Middle Tennessee (100BMMTN ), 2022 marked more than three decades as an organization and saw the 25-year milestone of its endowment fund at the Community Foundation.

An endowment fund is more than a way to provide for the preservation of the fund capital and annual stable cash flows for a nonprofit, it signifies an organization’s commitment to donors and its community to be a stalwart force for change in perpetuity.

For the young Black men in Nashville, 100 Black Men and its 100 Kings, Collegiate 100, and College Kings programs are exactly that. 100BMMTN believes “... Student access and engagement with The 100 is essential to fulfilling our motto of “What They See Is What They’ll Be.”

25 Years of Broadening the Horizons of Local Black Youth In the past 25 years, the young men in the programs earned $100,000 in scholarships from 100BMMTN, which provided nearly $10,000,000 in academic enrichment, experiential learning, and leadership development training, all at no cost to the participants.

The alumni from these programs continue to excel long after they exit graduating from schools all over the country like Tennessee State University, Full Sail University, University of Tennessee Knoxville, Middle Tennessee State University, and Morehouse College, securing jobs with companies such as Disney and Ford, as well as remaining local at Vanderbilt and Metropolitan Government of Nashville.

“I think the coolest thing that we hear from our alumni is when they talk about the lifelong brotherhood that formed with other participants,” says Lee Mollette, current Board Chair at 100BMMTN. “When I hear stories from our alumni about how they benefited from the program and overcame various obstacles because of our members’ commitment, I often tear up.”

Across 25 years, these milestones aren’t simply the organization’s accomplishments; they represent much more. Each one represents the life of a young man that was changed for the better, a future that was molded with caring hands. The near 200 young men currently enrolled in the programs are Nashville’s future educators, leaders and community.

Nashville’s future is bright.

16

Being in the Technology field means seeing trends before they happen, creating opportunities, and having the expertise and savvy to carry out your plans. Since 1999, Women in Technology of Tennessee has done precisely that.

By hosting education and networking events, outreach opportunities, and scholarship and internship programs, the organization has helped pioneer ways for women to galvanize the booming industry.

The opportunities are plenty. Tech Giants such as Amazon, Asurion, and Oracle chose Nashville as the city to operate out of, and from 2019-2022, tech employment saw a 37% increase. In 2022, Nashville ranked 11th among the best cities for women in tech in a study by Smartasset.com.

A year prior, Women in Technology of Tennessee recognized the potential for upward mobility for women in the industry. They created the WiTT Endowment Scholarship Fund to support women pursuing careers in technology and bring more gender diversity to the IT industry. With the support provided by the WiTT Endowment Scholarship Fund, intrepid young women can receive the education to take advantage of Nashville’s fantastic market offerings. Intrepid women like the inaugural recipient Kimberly Amaya Hernandez.

Women in Tech Scholarship Helping Students Create New Paths Kimberly is a Computer Science Major with an Entrepreneurship and Marketing Minor and a member of the Honors Program at the College of Sciences and Mathematics at Belmont University. As a first-generation college student, Kimberly knows what it takes to pioneer and succeed in unfamiliar spaces, making her the perfect first recipient of the WiTT Endowment Scholarship. Her advice to women who want to continue to make history and entrench themselves in the tech industry is to grab the bull by the horns and accept the challenge head-on.

“Recognize your potential and continue trying to build, grow, and learn from yourself,” says Kimberly. “Challenge the stereotypes, be resilient, and use these instances to break down barriers. Don’t be afraid to step out of your comfort zone and take risks. The path to a career in technology may not be straightforward, but being determined, resilient, and passionate can take you a long way.”

17

Explore o Women i

PLANTING SEEDS FOR SUCCESS

opportunities with in Technology of Tennessee

Kimberly Amaya Hernandez

PHILANTHROPY TAKES ROOT TO SPAN GENERATIONS

Jack B. Turner and Family

The legacy of the Turner Family’s multigenerational philanthropy can be traced back to Edward “Ajax” Turner, the figure behind a renowned family beverage distributorship established in 1961. His son, Jack B. Turner, a prominent businessman from Clarksville and a dedicated Board of Trustees member at Community Foundation (CFMT), took that legacy forward.

“He never accepted an award like this,” Jack Turner said of his father in accepting the annual Joe C. Kraft Humanitarian Award from CFMT in 2016 “because most people in the state didn’t know him. He was always in the shadows.

“But his clients knew him and appreciated him,” his son recalled. “And he taught us that what was important in life was to be nice to everybody and to be friends with everybody. … And we should always do our best in whatever we do because you never know who’s measuring you for a bigger task.”

The Legacy of Family Philanthropy Continues into the Next Generation That bigger task has resulted in a lifetime of community service for the gregarious Clarksville native and his extended family. A longtime insurance executive, Jack and wife Margie established the Jack and Margie Turner Advised Fund 30-plus years ago. That was not long after Community Foundation was established in 1991, thanks partly to a $50,000 gift from Jack Turner that put the organization over its original $1.5 million fundraising goal.

Jack and Margie’s four children also established charitable funds. His grandchildren have begun setting up funds, as well.

A proponent of Middle Tennessee regionalism, Jack fostered the creation of the Ajax Turner Senior Citizens Center, the Fort Campbell Historical Foundation, Leadership Clarksville, and Leadership Middle Tennessee, to name just a few of his many philanthropic passions. A key figure in the creation of Community Foundation and as a nationally recognized estate planner, he has helped scores of others find their own singular ability to make charitable gifts that matter to them and others.

The spirit of philanthropy that took root in Ajax Turner now spans multiple generations, and his family learned the patriarch’s lessons well: Be nice. Do your best. Make friends. Give of yourself.

20

Experience the interview by scanning the QR code.

Renowned journalist and news anchor Vicki Yates bid farewell to NewsChannel 5 after an impressive 33-year career delivering news to households in Middle Tennessee.

With her retirement coinciding with the Community Foundation’s transition to a new chapter, Vicki, a long-time friend of the organization, took the opportunity to sit down with CFMT’s new CEO, Hal Cato, at the Foundation’s recently-constructed headquarters.

In this exclusive interview, Vicki delved into Hal’s journey to leadership at CFMT, discussed the impactful legacy of former president Ellen Lehman, explored the pressing challenges confronting Middle Tennessee today, and contemplated the exciting prospects that arise from having a dedicated space to engage the community in addressing these issues.

As one chapter closes for Vicki and another begins for CFMT, their shared commitment to Middle Tennessee shines as a beacon of hope, ensuring that the stories and aspirations of its community will continue to be heard and championed for years to come.

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TYPES OF FUNDS

AFFILIATE FUNDS

EMPLOYEE CARE FUNDS

Designated to support a particular geographic area, be it a county, a community, or a specific region.

Create a charitable vehicle through which employees of participating companies who need assistance when facing serious personal financial hardship can apply for help.

New Funds: 0

New Funds: 8

Total Funds: 12

Total Funds: 92

Market Value of Fund Type: $2.05 million

Market Value of Fund Type: $8.17 million

Fund Value Range: $5,000-$1.21 million

Fund Value Range: $5,000-$2.14 million

AGENCY ENDOWMENT FUNDS

FIELD-OF-INTEREST FUNDS

Established by nonprofits as a means of building charitable dollars for the future of their mission and work.

Target support to broad areas of concern, such as education, the arts, the environment, youth services, the disabled, or geographic areas they choose.

New Funds: 4 Total Funds: 140

New Funds: 11

Market Value of Fund Type: $14.17 million

Total Funds: 179

Fund Value Range: $5,000-$2.28 million

Market Value of Fund Type: $83.25 million Fund Value Range: $5,000-$12.48 million

DESIGNATED FUNDS Ensure regular, endowed support in the form of a steady stream of income provided to specific charitable organizations the donors select.

SCHOLARSHIP FUNDS Help to further the education of students who are selected based on criteria donors outline, whether a student is from a particular geographic area, attending a certain school, or planning a career in a specific field.

New Funds: 6 Total Funds: 196 Market Value of Fund Type: $38.68 million

New Funds: 9

Fund Value Range: $5,000-$3.87 million

Total Funds: 161 Market Value of Fund Type: $19.68 million

DONOR ADVISED FUNDS

Fund Value Range: $10,000-$3.25 million

Set aside charitable dollars when it is best for you, then over time make recommendations about the distribution of grants.

UNRESTRICTED IMPACT FUNDS Provide the greatest flexibility, allowing the Community Foundation to respond to changing need and circumstance.

New Funds: 37 Total Funds: 694

New Funds: 2

Market Value of Fund Type: $296.11 million

Total Funds: 24

Fund Value Range: $5,000-$90.98 million

Market Value of Fund Type: $7.40 million Fund Value Range: $5,000-$2.24 million

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AFFILIATE FUNDS

CFMT FUND LIST

Arts & Culture Circle Players’, Inc. Endowment Fund Established 1995 Fletcher Bright Education Endowment Fund for Young Musicians

AFFILIATE FUNDS

Established 2022

Cheatham County Community Foundation

Humanities Tennessee Endowment

Community Foundation for Dickson County

J.D. Crowe Banjo Education Endowment Fund

Community Foundation of Clarksville/ Montgomery County

Martha Rivers Ingram Fund to Benefit Children’s Educational Program at TPAC

Community Foundation of Wilson County

Nashville Area Music Teacher Association-Young Artists Achievement Awards Fund

Established 1999

Established 2003

Established 2007 Established 2019

Cumberland Plateau Community Foundation Established 1999

Goodlettsville Area Community Foundation

Established 1999

Established 2022

Established 2005

Established 2017

Nashville Ballet Scholarship Fund Established 1994

Established 2014

Nashville Children’s Theatre Agency Endowment Fund

The Bellevue Community Foundation of Middle Tennessee

Nashville Symphony Association Endowment Fund

Established 1998

The Community Foundation of Christian, Todd and Trigg Counties Established 1999

The Community Foundation of Robertson County Established 2019

The Community Foundation of Rutherford County Established 2021

The Community Foundation of Williamson County Established 2017

Tullahoma Community Foundation

Established 1996 Established 1997

Tennessee Dance Theatre Agency Fund Established 1993

The Arnold Shultz Agency Endowment Fund Established 2021

The Arts Center of Cannon County Endowment Fund Established 2016

The Katy Daley Broadcast Media/Sound Engineering Education Fund Established 2022

The Rick Lang Music Songwriter Education Endowment Fund

Established 1999

Established 2021

AGENCY ENDOWMENT FUNDS

The Willow Oak Center for Arts & Learning Endowment Fund Established 2022

Animal Welfare

W.O. Smith Music School Agency Fund

Humane Association of Wilson County Agency Endowment Fund

Awards

Established 2019

Tennessee Walking Horse Foundation Agency Endowment Established 2002

Tennessee Wildlife Federation Endowment Established 2013

The Humane Society of Dickson County Endowment Fund Established 2021

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AFFILIATE FUNDS

Established 1993

Tennessee Music Teachers Association Scholarship Award Endowment Established 1996

Tennessee Music Teachers’ Association-Carrie Warrick Memorial Scholarship Awards Endowment Fund Established 2007

TMTA Elizabeth Lovell Reed Memorial Scholarship Award Established 1997

AGENCY ENDOWMENT FUNDS

Children’s Causes Bethlehem Centers of Nashville Endowment Fund Established 2007

Boys & Girls Clubs of Middle Tennessee, Inc. Endowment Established 2001

Child Abuse Prevention Endowment Fund Established 1996

Exchange Club/Stephens Center Child Abuse Prevention Endowment

The Tennessee Annual Conference AME Church Endowment Fund I Established 2021

The Tennessee Annual Conference AME Church Endowment Fund II Established 2021

The Thirteenth Episcopal District AME Church Endowment Fund Established 2021

Established 2000

Education

First Steps, Inc. Agency Endowment Fund

Alliance Française Cultural & Educational Agency Endowment Fund

Established 2005

Girl Scout Council of Cumberland Valley Agency Endowment Fund Established 2005

Established 2007

Benton Hall School Endowment Established 1997

Grace M. Eaton Day Home Endowment Fund

Book ‘Em! Agency Endowment Fund

McNeilly Center For Children Endowment Fund

Cheatham County Imagination Library Endowment

Monroe Harding Children’s Home Endowment Fund

Dickson County Public Library Endowment Fund

Our Kids, Inc. Agency Endowment Fund

Discovery Center at Murfree Spring Endowment Fund

Tennessee Children’s Home Fund

Discovery Place Agency Endowment

The Special Kids Endowment Fund

Dr. and Mrs. J. F. Adams Memorial Library Association

Community Enrichment

Hands-On-Science Center, Inc. Endowment Fund

Established 1998

Established 2008 Established 1999 Established 1999

Established 2000 Established 2016

African Methodist Episcopal Church Endowment Fund Established 1999

Center for Nonprofit Management Endowment Fund Established 2009

Community Foundation of Middle Tennessee Agency Fund Established 1995

Hands on Nashville/Hal Cato Endowment Established 1996

Nashville Area Association of Family & Consumer Sciences-Tenn. Family, Career and Community Leaders Established 2005

Nashville Area Junior Chamber of Commerce Charities Endowment Fund Established 2009

The IBMA Foundation Endowment Fund Established 2018

The South Cumberland Community Fund Endowment Fund Established 2019

Established 1997

Established 2010

Established 2002 Established 1998

Established 2008

Established 2009 Established 2004

Imagination Library of Middle Tennessee Agency Endowment Established 1997

League of Women Voters of Tennessee Education Endowment Fund Established 1996

Montgomery Bell Academy Scholarship Endowment Fund Established 2001

PENCIL

Established 2006

Project Reflect Agency Endowment Established 2007

Public Television (WNPT) Agency Endowment Fund Established 2003

Tennessee Foreign Language Institute Endowment Fund Established 2000

The Clarksville-Montgomery County Education Foundation Endowment Fund Established 2014

AGENCY ENDOWMENT FUNDS

24

The College Trust, Inc. Agency Endowment Fund

Tennessee Breast Cancer Coalition Endowment

The IBMA Education Fund

Tennessee Chapter of the American Academy of Pediatrics Endowment Fund

Established 1999 Established 2021

The Leadership Franklin Endowment Fund Established 2015

The Madison Campus Elementary Endowment Fund Established 2014

The O.N.E./Barnes Scholarship Program Fund Established 2021 The Primm-Simmons Christian Education Endowment Fund Established 2021 The Sally Ann Forrester Fund Established 2021

Established 2000

Established 2020

The Bill Burleigh Endowment Fund for Operation Stand Down Tennessee Established 2016

The David C. Guth, Jr. Fund for Centerstone Established 2005

United Neighborhood Health Services, Inc. Agency Endowment Fund Established 2007

Historic Preservation Fort Campbell Historical Foundation, Inc. Endowment Fund

Environment

Established 2007

Friends of Warner Parks Endowment Fund

Historic Mansker’s Station Agency Endowment Fund

Established 1994

Established 2000

TennGreen Land Conservacy Endowment Fund

Historic Nashville City Cemetery Endowment Fund

Established 1999

Established 2007

The Bob Brown Fund for Beaman Park Established 2018

National Museum of African American Music Endowment Fund

Health and Medical

Tennessee Holocaust Commission Endowment Fund

Alive-Hospice Agency Fund Established 1992

Established 2007 Established 1995

The Clement Railroad Hotel Museum Endowment Fund

Cumberland County Cardio Pulmonary Rehabilitation Alumni, Inc. Endowment Fund

Established 2010

Cumberland Heights Agency Endowment Fund

Established 2009

Established 1999

Established 2004

Down Syndrome Association of Middle Tennessee Agency Endowment Fund

The Conservancy for The Parthenon and Centennial Park Endowment Human Services 100 Black Men of Middle Tennessee Endowment Fund

Established 2004

Established 1997

Gilda’s Club Nashville Agency Endowment Fund

Ancora TN Agency Endowment Fund

Established 1998

Established 2021

Interfaith Dental Clinic Agency Endowment

CASA of Nashville Endowment Fund

Established 2001

Established 2000

Lupus Foundation Agency Endowment

Clarksville Montgomery County Ajax Turner Senior Citizen Center, Inc. Endowment Fund

Established 1998

Nashville Cares Agency Endowment Fund Established 1999

Planned Parenthood of Tennessee and North Mississippi Established 1994

Prevent Blindness Tennessee Agency Endowment Established 1995

Established 2004

Clarksville/Montgomery County Crisis Intervention Center Agency Endowment Fund Established 2017

Council on Aging of Greater Nashville Endowment Fund Established 2013

Crisis Intervention Center Agency Endowment Fund Established 1999

25

AGENCY ENDOWMENT FUNDS

Domestic Violence Program Inc. Endowment Fund Established 2007

Easter Seals Society of Tennessee Endowment Fund Established 1997

Family and Children’s Service Endowment Fund Established 1996

FiftyForward/Senior Citizens, Inc. Endowment Fund Established 1999

Hospital Hospitality House Agency Endowment Fund Established 1996

Insight Counseling Centers Fund Established 1997

Jewish Community Center Agency Fund Established 1994

Junior Achievement Agency Fund Established 1995

Legal Aid Society Agency Endowment Fund Established 1998

Loaves and Fishes of Clarksville, TN Agency Endowment Fund Established 2006

Martha O’Bryan Foundation Established 1997

Mid-Cumberland Community Action Agency Endowment Established 1999

NAMI Davidson County/Eddie Flynn Memorial Endowment Fund Established 1999

Nashville Area Habitat for Humanity Established 2004

Oasis Center Endowment Fund Established 1997

Park Center Endowment Fund Established 2004

Renewal House Endowment Fund

Tennessee Conference on Social Welfare Endowment Fund Established 1999

Tennessee Lions Charities, Inc. Endowment Established 2010

The Ark Community Resource and Assistance Center Agency Endowment Fund Established 2015

The Center of Hope Endowment Fund Established 2014

The Charles Cooper Memorial Endowment Fund for Progress Inc. Established 2003

The Hilltoppers Agency Endowment Fund Established 1999

The Middle Tennessee Lions Sight Services Endowment Fund Established 2016

The NAMI Tennessee Endowment Fund Established 2016

The Soles4Souls, Inc. Endowment Fund Established 2014

The Tennessee 4-H Foundation Endowment Fund Established 2013

The Wilson County CASA Agency Endowment Fund Established 2020

Thistle Farms Agency Endowment Established 2005

United Way for Williamson County Agency Fund Established 1998

United Way of Greater Nashville Endowment Established 2001

United Way of Rutherford County Agency Endowment Established 1999

W. R. Rochelle Agency Endowment Fund Established 2007

Established 2000

Room In the Inn Agency Fund Established 1998

DESIGNATED FUNDS

Sexual Assault Center Endowment Fund

Animal Welfare

Special Olympics Tennessee Agency Fund

Anne and Robert K. Zelle Designated Fund for the Benefit of the Nashville Humane Association

Established 1992

Established 2016

St. Joseph Worker Foundation, Inc. for Children and Families of Haiti Agency Endowment Fund

Anne and Robert K. Zelle Designated Fund for the Benefit of Walden’s Puddle

Established 2008

Established 2016

STARS Agency Endowment Fund

Ingram Fund to Benefit the Nashville Humane

Established 1998

Established 1997

Established 1999

AGENCY ENDOWMENT FUNDS

DESIGNATED FUNDS

26

Prince Nickolai Spay and Neuter Fund Established 2006

Yorkshire Terrier National Rescue Fund Established 2007

Arts & Culture 2021 Middle Tennessee Opera Endowment Support Fund Established 2021

Ann & Monroe Carell Family Fund to Benefit the Nashville Symphony Association’s Children’s Education

Patricia C. & Thomas F. Frist, Jr. Fund for Nashville Repertory Theatre Established 1995

Patricia C. & Thomas F. Frist, Jr. Fund for the Nashville Symphony Established 1995

Patricia C. & Thomas F. Frist, Jr. Fund for the NIA Established 1995

Patricia C. & Thomas F. Frist, Jr. Fund for TPAC Established 1995

Paula and Bob Covington Quality of Life Fund

Established 2000

Established 2007

Ann Gadsey Horan Fund for Centennial Arts Center

Pearl Creswell Fund for the Alfred Stieglitz Collection at Fisk University

Established 2003

Anne & Charles Roos Fund for Nashville Opera Established 2019

Anne & Charles Roos Fund for The Nashville Shakespeare Festival Established 2018

Annette & Irwin Eskind Fund to Benefit the Nashville Symphony Association Established 1997

Coleman Billings Harwell Endowment Established 1995

Coleman Billings Harwell Endowment for Visiting Visual Artists at Ensworth School

Established 2010

Siddy Foote Fund Designated for Scholarships to Cheekwood Established 1993

The Jane and Richard Eskind and Family Endowment Fund for the benefit of Nashville Children’s Theatre Established 2014

The Jane and Richard Eskind and Family Endowment Fund for the benefit of The Conservancy for the Parthenon and Centennial Park Established 2014

Established 1996

The Jane and Richard Eskind and Family Endowment Fund for the benefit of the National Museum of African American Music

Donald M. and Florence E. Maillie Fund designated to benefit the Frist Art Museum

V.R. Mason Fund to Benefit City/Cultural Arts Center

Established 2005

Fisk Jubilee Singers’ Fund For The Future Established 2007

Fund for the Care of the Alfred Stieglitz Collection at Fisk University Established 2012

Jane & Richard Eskind and Family Fund for the Nashville Symphony Association Established 1997

Judy and Noah Liff Fund to Benefit the Nashville Symphony Association Established 1994

Mary Cortner Ragland Designated for Nashville Opera Established 2000

Patricia C. & Thomas F. Frist, Jr. Fund for Cheekwood Established 1995

Patricia C. & Thomas F. Frist, Jr. Fund for Nashville Ballet Established 1995

Patricia C. & Thomas F. Frist, Jr. Fund for Nashville Opera Established 1995

27

DESIGNATED FUNDS

Established 2014

Established 1996

Awards Bettye Lee Erwin Coach of the Year Award Fund for Columbia Central High School Established 2021

George Fox Membership Award to benefit the Kiwanis Club of Nashville Designated Fund Established 2005

Lauren McCathren Translator Award Designated Fund Established 2006

Lynn M. Erwin Teacher of the Year Award Fund for Columbia Central High School Established 2021

Lynn M. Erwin Teacher of the Year Fund for Capshaw Elementary Established 2021

Lynn McKee Erwin Memorial Endowment Established 2019

Robert D. Tanner Fund Established 2005

The Dickson County High School Fine Arts Department Legacy Award Fund

Marguerite Miller Trost Memorial Designated Fund for the Tennessee Historical Society

The Dickson County High School Wendell Hudson Memorial Award Fund

The Jane and Richard Eskind and Family Endowment Fund for the benefit of the Community Foundation of Middle Tennessee, Inc.

Established 2019

Established 2018

The Lelia Martin Gilchrist Architecture Award Fund Established 2017

Children’s Causes ABLE Wheelchair Sports Fund for Children Established 1999

Anne and Robert K. Zelle Designated Fund for the Benefit of First Steps, Inc.

Established 2018

Established 2013

Wauline A. Duggin Memorial Trust Fund to benefit Woodbury Church of Christ Established 2004

Disaster Nashville Rising Permanent Monument Designated Fund Established 2012

Established 2016

Education

Anne and Robert K. Zelle Designated Fund for the Benefit of the Adventure Science Center of Nashville

Abelman Charitable Fund for the Joseph and Esther Cheskis Scholarship Fund at Brandeis University

Established 2016

Bill Weaver Fund to benefit the Time to Rise Program Established 2002

Evelyn Holder and Frank G. McCampbell Fund for Fuel Ministry of Clarksville Established 2018

Evelyn Holder and Frank G. McCampbell Fund for St. Judes’ Service to Clarksville Established 2018

Evelyn Holder and Frank G. McCampbell Fund for the Kiwanis of Clarksville’s Goodsmith Book Program Established 2018

Micah Children’s Academy Endowment Fund

Established 2017

Alma and Fannie Baird Scholarship Trust Designated Fund Established 2016

Andrea Morrison Baker Fund Established 2010

Ann and Monroe Carell, Jr. Family Fund to Benefit Aquinas College’s Undergraduate Degree in Education Established 2001

Barton-Landers Theological Fund Established 2008

Bob and Lois Holmes Memorial Fund Established 2017

Established 2012

Cheatham County Public Library Endowment Fund

Robert K. Zelle Fund to benefit Junior Achievement in Nashville, Tennessee

Coach Edward S. Temple Fund for New Hope Academy

Established 2011

Established 1998

Established 2018

TASP Fund to Benefit the Girl Scout Council of Cumberland Valley

Coach Joe Gwynne Atkinson Fund benefit Lebanon High School Library

The Michael Stanley Fund for Children’s Hospital

Cynthia J. Hardy Memorial Designated Fund Benefiting The Tapping Individual Potential Program

Established 1997

Established 2010

Community Enrichment Anne and Robert K. Zelle Designated Fund for the Benefit of St. George’s Episcopal Church of Nashville Established 2016

Buhl Designated Fund Established 2021

Jane & Richard Eskind and Family Fund to Benefit Congregation Micah

Established 2005

Established 2005

David William Howard Memorial Fund Established 2004

Escuela Anne Stevens in Ecuador Fund Established 2006

Evelyn Holder and Frank G. McCampbell Fund for Austin Peay State University Established 2018

Established 1997

Hume Fogg Scholar-in-Residence Fund

Lynn M. Erwin Education & Training Fund for the Tennessee Sheriffs’ Association

Hume-Fogg Academic Magnet Endowment Fund

Established 2022

Established 2014

Established 2002

DESIGNATED FUNDS

28

Jean H. and William K Wright Fund Established 2008

Judy Jean and John E. Chapman, M.D. Designated Fund Established 2006

Kay and Keith Simmons and Family Outstanding Teacher Award Endowment Fund Established 1998

Kay E. Subhawong Memorial Mathematics Award Fund Established 2019

Lucy and Wilbur Sensing Fund to benefit The Bootstraps Foundation

The Jane and Richard Eskind and Family Endowment Fund for the benefit of Nashville Public Radio Established 2013

The Jane and Richard Eskind and Family Endowment Fund for the benefit of Nashville Public Television Council, Inc. Established 2013

The Jane and Richard Eskind and Family Endowment Fund for the benefit of University School of Nashville Established 2014

Williams’ Designated Fund Established 1992

Established 2011

Environment

Margaret North Gessler Fund to benefit the Susan Gray School of Vanderbilt University

Anne & Charles Roos Fund for The Nature Conservancy of Tennessee

Established 2007

Matthew & Anne Gamble Kennedy Designated Fund for Fisk University Established 2014

Megan Whaley Scholarship Fund Established 2003

Established 2022

Anne & Charles Roos Fund for the Southern Environmental Law Center Established 2020

Betty Brown Fund to benefit the Nashville Tree Foundation Established 2012

Nashville Chapter of The Recording Academy Designated Fund

Nashville Music Garden Fund

Nashville Public Library Permanent Endowment Fund

Pitcher Spring Fund to benefit The LandTrust of Tennessee

Established 2006 Established 2001

Pauline and Julius Weil Fund Established 1997

Rascoe B. Davis Family Fund Established 2005

Richards Fund to Support the Study of Latin & Classics at Harpeth Hall School

Established 2009

Established 2002

The Jane and Richard Eskind and Family Endowment Fund for the benefit of Land Trust for Tennessee Established 2013

Girls Give Francie and Carolyn Fisher Fund

Established 1999

Established 2017

Richie Stevenson Scholarship Fund or Benton Hall School

Girls Just Want to Have Funds Fund

Established 2000

Robert K. and Anne H. Zelle Fund to Benefit University School of Nashville Established 2015

South Cheatham Library Endowment Fund Established 1998

The David R. Williams Music Fund Established 2019

The Jane and Richard Eskind and Family Endowment Fund for the benefit of Ensworth School Established 2014

The Jane and Richard Eskind and Family Endowment Fund for the benefit of Nashville Public Library Foundation Established 2013

Established 2018

Lisa Ramsay Cole and Anna Grace Cole Fund Established 2021

Simons Family Giving Fund Established 2018

Sissy’s Fund

Established 2018

Sue G. Atkinson and Amy Atkinson Fund Established 2018

Sweet Caroline Fund Established 2018

The Ava Julia Grace McKamey Fund Established 2019

The Bailey Bunch Fund Established 2017

The Ballal/Reddy Girl Power Fund Established 2018 29

DESIGNATED FUNDS

The Banker Charitable Fund

The Norton Family Fund

The C.A. Witt Girls Fund

The Sunshine Fund

The Caroline A. Davis, Lucy Davis Haynes, and Caroline Davis Haynes Fund

The Waller Girls Fund

Established 2017

Established 2018

Established 2018

The Caroline and Annabel Frist Endowment Fund Established 2019

The Cato Ladies Fund Established 2019

The Chadwick Girls Fund Established 2019

The CIT Fund

Established 2020

The Dorothy Bell Orr and Nancy Bell Slaughter Endowed Fund Established 2017

The ECCE Fund Established 2018

Ellie & Anna’s Fund Established 2020

The Emily Christina Davis Fund Established 2019

The Fearless Fund Established 2022

The Give It/Live It Fund Established 2018

Established 2019

Established 2022 Established 2022

The Weaver Giving Fund Established 2018

Health and Medical Anne & Charles Roos Fund for Planned Parenthood of Tennessee and North Mississippi Established 2019

Brett Kilroe Fund for Pediatric Cancer Research Established 2016

Charlotte and George Fox Designated Fund Established 2004

Clarise Ann DeQuasie Fund Established 2003

Dr. Henry Foster Endowment Fund to Benefit I Have a Future Established 1999

Dr. John J. Lentz Memorial Fund Established 2013

Mary Jones Memorial Fund to Benefit Tennessee Breast Cancer Coalition Established 2000

Nashville Area Chapter of the American Red Cross Designated Fund

The Karlen and Frances Garrard Fund

Established 2001

The Madeline Palmer Brundige Fund

The Jane and Richard Eskind and Family Endowment Fund for the benefit of Planned Parenthood of Tennessee and North Mississippi

Established 2019 Established 2021

The Marissa Victoria Houff Endowment Fund

Established 2013

Established 2017

Historic Preservation

The Mary and Molly Bronaugh Charitable Fund

Archival Permanent Endowment Fund

The Mary Lindley Carswell and Patricia Morgan Carswell Endowment Fund

Bone Family Endowment Fund for First Baptist Gallatin

Established 2019

Established 2017

The Mary Moorman Ryan Caldwell, Daughters and Granddaughters Fund Established 2018

Established 2010

Established 2022

Elias Skovron Fund Designated to Benefit Jackson County Historical Society & Mem. Judge J. Gore Established 2004

The Mayden Girls Fund

Elias Skovron Fund Designated to Benefit the Cordell Hull Museum and the Friends of Cordell Hull

The Mertz Girls Fund

Historic Zion Cemetery & Church Preservation Fund

The Missy and Meredith Eason Endowment Fund

Lucille Courtney Memorial Fund for St. John Church

Established 2019

Established 2020 Established 2017

Established 2004 Established 1994

Established 1995

DESIGNATED FUNDS

30

M.C. Whitworth III Endowment Fund for the Buchanan Log House

Penuel Ridge Contemplative Retreat Center Fund in Memory of Joyce Beisswenger

Robert M. Jones Designated Fund

Preston Taylor Boys & Girls Club/YMCA Center Permanent Endowment Fund

Established 2017

Established 2000

Shofner Chapel and Grounds Fund Established 2010

The Watkins Family Cemetery Designated Fund Established 2010

Human Services Alice and John Lindahl, Jr. Fund for Youth Programs at Bethel Freewill Baptist Church (Ashland City, Tennessee) Established 2005

Anne & Charles Roos Fund for Fifty Forward Established 2021

Anne and Robert K. Zelle Designated Fund for the Benefit of the Cumberland Heights Foundation Established 2016

Anne and Robert K. Zelle Designated Fund for the Benefit of United Way of Greater Nashville, Inc. Established 2016

Ashland City Ministerial Alliance Designated Fund Established 1999

Centerstone Military Services Designated Fund Established 2009

Coach Bill Etheridge Memorial Fund to benefit The Sports Fund of the Community Foundation of Middle Tennessee Established 2012

Cora Mathews Horn Fund for Families Established 2008

Dan and Mimi Berry Fund

Established 2007

Established 2002

Robert K. and Anne H. Zelle Fund to benefit Alive Hospice of Nashville Established 2015

Sister Patrick Curren For St. Anthony’s Mission in San Fransisco, Ca. Established 2007

The Annette Eskind Fund Designated to Support The Angel Fund of the Community Foundation of Middle Tennessee Established 2018

The Jane and Richard Eskind and Family Endowment Fund for the benefit of ACLU Foundation of Tennessee Established 2013

The Jane and Richard Eskind and Family Endowment Fund for the benefit of Alive Hospice Established 2014

The Jane and Richard Eskind and Family Endowment Fund for the benefit of Anti-Defamation League Foundation Established 2013

The Jane and Richard Eskind and Family Endowment Fund for the benefit of CommunityNashville Established 2014

The Jane and Richard Eskind and Family Endowment Fund for the benefit of Family & Children’s Service Established 2013

The Jane and Richard Eskind and Family Endowment Fund for the benefit of Jewish Federation of Nashville and Middle Tennessee

Established 2017

Established 2013

Elise Steiner Fund to benefit the Nashville Area Chapter of ARC and Senior Citizens Inc.

The Jane and Richard Eskind and Family Endowment Fund for the benefit of The League of Women Voters of Tennessee Education Fund Programming in Nashville and Tennessee

Established 2012

John and Mary Alice Richmond Designated Fund Established 2019

John E. Mayfield Fund Established 2017

Lillian Dunn Thomas Designated Fund for March of Dimes Established 2016

Miriam F. Moore Fund to benefit Compassion International, Inc.

Established 2014

The William C. Gray Fund Established 2019

William Thomas McHugh Fund to benefit the Legal Aid Society of Middle Tennessee and The Cumberlands Established 2008

Parks & Recreation

Established 2006

Anne & Charles Roos Fund for the Fannie Mae Dees Park Dragon

Patricia C. & Thomas F. Frist, Jr. Fund for United Way of America

Friends of Red Caboose Park Fund

Established 1996

31

DESIGNATED FUNDS

Established 2018 Established 2018

The Fund for Crofton Kentucky’s Gordon Park

Alan W. and Ruth Grace Zibart Fund for Arts and Letters

Anne Davis and Karl Dean Advised Fund

Scholarships

Alec Joseph Eskind Advised Fund

Anne L. Sanford Advised Fund

Alma and Fannie Baird Scholarship Trust Designated Fund

Alex LeVasseur Advised Fund

Annette and Irwin Eskind Advised Fund

Established 2019

Established 1995

Established 2000

Established 2016

Established 2007

Coach Edward S. Temple Fund for New Hope Academy

Alice and Brad Jensen Advised Fund

Established 2018

Evelyn Holder and Frank G. McCampbell Fund for Austin Peay State University Established 2018

Richie Stevenson Scholarship Fund or Benton Hall School

Established 2011

Alice and John Lindahl Family Advised Fund

Established 1998 Established 2013

Established 1998

Anonymous Advised Fund C Established 1993

Established 2011

April and Robert Marbury Family Fund

Alice Hooker Buchtel Family Advised Fund

April Speyer Advised Fund

Established 2005

Established 2014 Established 2012

Alius Buhl Advised Fund

Arthur Cope Evans Fund

Women & Girls

All the Everything Charitable Fund

Julie G. Boehm Designated Fund to benefit The Women’s Fund

Aubrey and Carlana Harwell Advised Fund

Allen and Cheryl Patton Advised Fund

Established 2000

Established 2014

The Jane G. Eskind Endowment for The Women’s Fund of the Community Foundation of Middle Tennessee Established 2011

The Marion Canale King Woodall Endowment for The Women’s Fund Established 2017

DONOR ADVISED FUNDS 4 Yellow Labs Fund Established 2019

A Waffle Can Change The World Fund Established 2020

Abe’s Garden Advised Fund Established 2006

Adams Family Foundation II Fund Established 2019

Adele Conner Simons Advised Fund Established 2018

ADIAD Advised Fund Established 1998

Al W. Wettstein Advised Fund Established 2008

Established 2022 Established 2022

Established 2021

Established 2002

Established 2012

Ayers Advised Fund

Allison and Andrew Rappuhn Family Fund

Bailey Advised Fund

Established 2018

Established 1997

Established 2007

Alpha Psi of Nashville Fund

Bale Family Advised Fund

Altria Workforce Opportunity Advised Fund

BAMM Huggett Family Fund

Established 2018

Established 2022

Established 2018 Established 2017

AMH Advised Fund

Barbara and Eric Chazen Family Advised Fund

Amy and Brannan Atkinson Giving Fund

Barbara Ann Jordan Jones Advised Fund

Andrew Marshall Dorff Memorial Fund

Barbara W. Grubbs & Ronald Lee Grubbs, Jr. Advised Fund

Andrews Family Advised Fund Established 2008

Barge Design Solutions Community Fund

Andy and Cherry Womack Family Fund

Barry Family Charitable Fund

Established 2022

Established 2021

Established 2017

Established 2018

Established 2007

Established 1995

Established 2002

Established 2014

Established 2019

Ann J. Pushin Advised Fund

BCA Charitable Funds

Anne & Charles Roos Advised Fund

Be A Craig Donor Advised Fund

Anne Campbell Clay Advised Fund

Belk Family Advised Fund

Established 2002 Established 1998

Established 2000

DESIGNATED FUNDS

Established 2017

Established 2018 Established 2014

DONOR ADVISED FUNDS

32

Beth and Randy Chase Family Fund Established 2017

Beth Baker Fund Established 2015

Beth Higham Memorial Fund Established 2019

Betsy & Greg Ferrell Advised Fund Established 2000

Bhikha Family Fund Established 2016

Bibb-White Bluff Legacy Fund Established 2019

Big & Rich Charitable Fund Established 2008

Bill and Martha Richmond Donor Advised Fund Established 2010

Bill and Trudy Carpenter Advised Fund Established 2004

Bill Purcell Advised Fund Established 2007

Bird Family Advised Fund Established 1995

Blevins Family Advised Fund Established 2010

Block Family Fund Established 2019

Bob and Adrienne Parker Advised Fund Established 1997

Bob and Patty Schwartzman Advised Fund Established 2021

Bob Dudley Smith & Jeanne Evans Smith Advised Fund Established 1996

Bone Family Fund Established 2015

Bonick Charitable Giving Fund Established 2016

Bonnaroo Works Fund Established 2014

Borrowed Earth Donor Advised Fund Established 2017

Brandon and Alyssa Williams Fund Established 2019

Branstetter, Stranch and Jennings Advised Fund

Charlie and Judy Tygard Fund for Bellevue

Brenda and Colin Reed Advised Fund

Charlotte Hackney Sharpe Memorial Fund

Established 2012

Established 2015

Brianna and Patrick D. Lewis Advised Fund

Cherie and Dan Hammond Advised Fund

Bryan and Stacy Huddleston Advised Fund

Cheryl Blackburn Advised Fund

Established 2008

Bryan Edward Frist Jr. Advised Fund Established 2017

Established 2007

Established 2004

Chief Cares Fund Established 2014

Byron and Aleta Trauger Advised Fund

Chris and Mary Suzanne Moore Advised Fund

Campbell Ashton Frist Advised Fund

Christen and Cole Barfield Family Fund

Carol K. and Robert A. Frist M.D. Fund

CHS-IT Fund

Carole Larkin Pipes Advised Fund

Cigarran Family Advised Fund

Cathy and Martin Brown Advised Fund

Clare and Hunter Armistead Advised Fund

Established 2006 Established 2016 Established 1998 Established 2017

Established 2014

Centerfire Fund Established 2017

Chad Welch Memorial Advised Fund Established 2007

Chad Wohlers Advised Fund Established 2010

Change We Seek Established 2017

Charity Circle of Murfreesboro 1910 Society Advised Fund Established 2021

Charles and Linda Nichols Advised Fund

Established 2016 Established 2011

Established 2020 Established 2004

Established 1995

Coleman Billings Harwell Memorial Advised Fund Established 1998

Colton Family Advised Fund Established 1994

Corinne and H.D. Brockwell Kidd Family Fund Established 2011

Cressey Cares Charitable Fund Established 2015

Cumberland River Charitable Fund Established 2022

Established 1999

Curby Family Advised Fund

Charles and Patricia Frist Elcan Charitable Fund

Curo Charitable Fund

Established 2012

Charles D. Roos and Alisa Lepselter Advised Fund Established 2011

Charles Swift Advised Fund Established 2003

Charles W. Cook Jr. Advised Fund Charlie & Hayley Gerber Advised Fund Established 2017

DONOR ADVISED FUNDS

Established 2021

Established 2019

Established 2000

33

Established 2017

Established 2019

Established 2009

Currey Family Advised Fund Established 1997

Cyril and Nell Evers Advised Fund Established 1998

D. Scott & Meg Turner Advised Fund Established 2000

D.J. King Advised Fund Established 2015

Dan J. & Fran F. Marcum Family Advised Fund Established 2000

Daniel & Lisa Diehl Advised Fund Established 2005

Danielle and Harris Gilbert Family Fund Established 2015

Danner Advised Fund Established 2006

Darby and Vivian Brown Family Advised Fund Established 2009

David and Gail Williams Family Advised Fund Established 2009

David and Mary Rollins Advised Fund Established 2013

David and Sarah Mansouri Advised Fund Established 2018

David B. Ingram Advised Fund Established 2002

David G. Patterson Jr. & Libby Patterson Advised Fund Established 1995

Davidson Family Advised Fund Established 2007

Dawn Elrod Whitelaw Fund For The Arts Established 2006

Debbie and Chip Marston Family Fund Established 2022

Denise Alper Family Advised Fund

Eddie Phillips Family Advised Fund

Diane and Kyle Callahan Advised Fund

Edmunds Advised Fund

Dobie Advised Fund

Edwin and Rosaline’s SecondGeneration Fund

Established 2001

Established 2007 Established 2007

Don and Sally Fish Family Fund

Established 1999 Established 1998

Established 2015

Established 2017

Elise Foster Langley Advised Fund

Donald Wayne Henderson Advised Fund

Elizabeth M. Brown Advised Fund

Established 1993

Established 2004 Established 2017

Doni Lee Lehman Advised Fund

Elizabeth M. Queener Advised Fund

Donna and Jeffrey Eskind Advised Fund

Elizabeth Shapiro Family Advised Fund

Donna and Pickslay Cheek, Jr. Advised Fund

Elizabeth Smith and Bill Mueller Advised Fund

Donnelly Family Fund Established 2017

Ellen and Roger Burrus Endowed Advised Fund

Doran and Amanda Johnson Advised Fund

Ellen Martin Advised Fund

Established 2000 Established 1995

Established 2003

Established 2009

Dorothy (Dottie) Cate Frist Foundation Advised Fund Established 1998

Dorothy and Clay Sifford Family Fund Established 2011

Dorothy S. Rowe Advised Fund Established 2018

Dottie’s Yard Fund Established 2021

Established 2005 Established 2004

Established 2005

Established 2012

Established 1996

Eppley Family Advised Fund Established 2007

Estate of W. Terry Moore Advised Fund Established 2010

Ever Green Fund Established 2016

Fanny May Hite Charitable Fund Established 2001

Double A Advised Fund

Feel Your Way Through Charitable Fund

Doug and Erica Chappell Advised Fund

Fisher Family Fund

Doug Andrews Advised Fund

Foley Family Advised Fund

Dr. Carlton F. Roos Advised Fund

Folger Advised Fund

Established 2008

Dr. Luthur A. Beazley Advised Fund

Followill Charitable Fund

DeLois Jackson Wilkinson Community Advised Fund

Deborah Taylor Tate Fund Established 2016

Debra Moore Advised Fund Established 1994

Dee Doochin Advised Fund Established 2019

Del Favero Family Advised Fund Established 2007

Delek Fund for Hope

Established 2005

Established 2006 Established 2015 Established 2011

Established 2003

Established 2021

Established 2014

Established 2002 Established 1997

Established 2015

Driving Global Awareness Fund Established 2014

Food for Thought Advised Fund

Established 2005

Dene and William A. Shipp, Jr. Advised Fund

Dundon Family Advised Fund

For All the Kids Fund for Arts Community & Education

Established 2004

Established 2010

E. Warner Bass Family Advised Fund

Established 2014

Established 2018

Established 2000

DONOR ADVISED FUNDS

34

Frances S. Cheek & Family Advised Fund Established 2003

Francis M. Bass, II Family Advised Fund Established 2000

Frist Cressey Ventures Cares Fund Established 2022

From the Hart Fund Established 2021

Fulcher Advised Fund Established 2016

Gallivan Family Advised Fund Established 2002

Gary and Caroline Shockley Donor-Advised Fund Established 2022

Gary W. Smith Memorial Fund Established 2008

Gay Openness and Leadership (GOAL) Advised Fund Established 1994

Generations of Giving Fund Established 2012

Ghertner Family Advised Fund Established 2014

Gifts From God Advised Fund Established 2007

Glen and Lynn Jones Civitts Fund Established 2005

Go Further Advised Fund Established 2013

Gowda Family Glow of Hope Advised Fund Established 2006

Grace Kerrigan Memorial Fund Established 2015

Gracie and Chenault Sanders Donor Advised Fund Established 2020

Grant Everett Starrett Fund Established 2014

Grayson McLaughlin Frist Advised Fund Established 2019

Greenwood Valley Fund

Greg Thurman Family Advised Fund

Hingtgen Family Charitable Fund

Griffin Kempf Bauer Memorial Fund

HMS Advised Fund

Grohovsky Family Advised Fund

Home of Hope, Zimbabwe Advised Fund

Grooms Herron Advised Fund

Hope and Howard Stringer Advised Fund

Established 1998

Established 2018

Established 2006 Established 2006

Growing The Circle Fund

Established 2003

HAGROYL - Hatcher Dennis Sprouse Family Fund

Hudler Family Fund

Established 2022

Established 2022 Established 2019

Hall Family Advised Fund

Hughes Charitable Fund

Happy Cowboy Alliance Fund

Hunter Adams Frist Advised Fund

Harnisch Family Advised Fund

Hutton Family Fund

Harris Gilbert Family Advised Fund

I Know A Woman Music and Wellness Fund

Established 2007

Established 2022 Established 1995

Established 2006

Harwell Family Advised Fund Established 2013

Have Faith Advised Fund Established 2020

HCA Executives Advised Fund

Established 2014

Established 2016 Established 2015

Established 2021

I Love This Life Fund Established 2022

i take CONTROL Established 2015

Established 1993

iCHOPE Fund

Helen T. and Cooper M. Schley, Sr. Advised Fund

Imogene and Henry Forte Advised Fund

Established 2004

Established 2012 Established 2006

Helen Thomas Siler Advised Fund

Ingram Charitable Fund Advised Fund

Help the Good Guys Charitable Fund

Isaac Samuel Eskind Advised Fund

Hereford Dooley Architects Advised Fund

J. Smith Family Advised Fund

Established 2002 Established 2012

Established 2020

Hick-Hop Humanitarian Advised Fund Established 2007

Hidden Lake Charitable Fund Established 2012

High Five Squad Fund Established 2019

Greg and Jane Allen Family Advised Fund

Hilton Family Advised Fund

DONOR ADVISED FUNDS

Established 2009

Hope This Helps Fund

Hill Ferguson Family Advised Fund

35

Established 2013

Established 2017

Established 2017

Established 2014

Established 2018

Established 2006 Established 2011

Established 1999

Established 2000 Established 1998

J.S. Steve Daniel Family Charitable Fund Established 2017

Jack and Margie Turner Advised Fund Established 1992

Jackie and John Danieley Advised Fund Established 2000

Jackson Boone Frist Advised Fund Established 2020

James and Claire Gulmi Advised Fund Established 2012

James C. Gooch & Jennie P. Smith Advised Fund

Joanne G. and Thomas H. Cato Family Advised Fund

James D. Amos Advised Fund

Joe and Brenda Steakley Family Advised Fund

Established 1999

Established 2003

James H. Reed IV Family Donor Advised Fund Established 2010

James K. Frist Fund Established 2015

James O. Bass, Jr. Family Advised Fund

Established 2013

Established 2007

Joel C. and Bernice W. Gordon Family Advised Fund Established 1998

John and Carol Russell Advised Fund Established 2004

Established 2000

John and Carole Ferguson Advised Fund

James R. and Sandra J. Wiseman Advised Fund

John and Peggy Crunk Advised Fund

Established 2019

Jane and Richard Eskind and Family Fund Established 1992

Jane and Tom Smith Advised Fund Established 1996

Jane Rae Crisp Temporary Fund Established 2013

Janet and French Jernigan Family Fund Established 2021

Jason and Carrie Johnson Family Fund Established 2022

Jay and Donna Richards Advised Fund Established 2008

Jeanette MacCallum Advised Fund Established 2021

Jeff Turner Advised Fund Established 2000

Jeremy Eskind Lehman Advised Fund Established 2000

Jerry & Barbara Fridrich Charitable Advised Fund Established 2008

Jerry B. Williams & Ernest Williams III Advised Fund Established 1996

Jim and Cecy Reed Community Service Fund Established 2010

Jim and Louise McKee Advised Fund Established 2005

Jim and Page Leftwich Family Fund Established 2012

Joan Krause Lehning Fund Established 2021

Established 2005 Established 2004

John Clay Reed Family Advised Fund Established 2010

John R. Ingram Advised Fund Established 2002

John R. Story Memorial Advised Fund Established 2001

John W. and Jo Ella McClellan Advised Fund

Julie and Andrew Peskoe Advised Fund Established 2001

Julie G. and Frank H. Boehm Advised Fund Established 1994

Kaaren Hirschowitz Engel Advised Fund Established 2019

Kane Family Donor Advised Fund Established 2003

Karyn McLaughlin Frist Fund Established 2012

Katha Raulston Advised Fund Established 2006

Katherine and Chris Cigarran Charitable Fund Established 2014

Kathleen Starnes Memorial Fund Established 2017

Kathryn & Gary Gutow Advised Fund Established 1998

Kathryn Selous Frist Advised Fund Established 2018

Established 2008

Kazimi Advised Fund

Johnnie Sue O’Neill Memorial Advised Fund

Keith Burns Fund

Established 2006

Established 2000

Established 2005

Jordan Family Wilderness Advised Fund

Keith Urban Just Cause Fund

Established 2010

Established 2019

Joseph & Madelon Harrison Family Advised Fund

Kenneth F. Cooper Philanthropic Advised Fund

Established 2007

Established 1998

Joseph L. May Family Advised Fund

Kent & Becky Harrell Charitable Advised Fund

Established 2005

Joshua G. Evans Family Impact Fund Established 2022

Jude Malcolm Eskind Advised Fund Established 2014

Judy and Joe Barker Donor Advised Fund for the Arts, Environmental and Conservation Purposes

Established 1994

Kevin and Darla Hammons Charitable Advised Fund Established 2015

King Family Advised Fund Established 1998

Kip’s Kids Advised Fund

Established 2011

Established 2015

Julia Crowder Bishop and Budd Harris Bishop Advised Fund

Kyle Family Donor Advised Fund

Established 2001

Juliann K. and Joseph D. Maxwell Advised Fund Established 2005

Established 2017

Lamar and LuLu Westcott Advised Fund Established 2004

Landman Family Advised Fund Established 2013

DONOR ADVISED FUNDS

36

LaRoche Charitable Advised Fund

Love Everybody Fund

Martina McBride’s Music Is Love Fund

Larry and Chris DeFrance Family Donor Advised Fund

Love This Town Fund

Mary Ann and Mac D. Reed Family Donor Advised Fund

Established 1996

Established 2006

Larry and Dana Ramsey Advised Fund Established 2000

Larry M. and Wendy M. Carlton Charitable Fund Established 2014

Laurie and Steven Eskind Advised Fund Established 1995

Leah and Jim Sohr Family Advised Fund Established 2009

Lebanon Kiwanis Club Charitable Fund Established 2021

Lehman Family Advised Fund Established 1994

Leslie and Howard Kirshner Family Philanthropic Fund Established 2011

Leslie Bethea Advised Fund Established 1998

Letty-Lou & Joe Gilbert, Jr. Advised Fund Established 1997

Lewis Family Advised Fund Established 2012

Liesel and Rob Meyer Family Fund Established 2022

Limbird Advised Fund Established 1995

Linda and Art Rebrovick Family Advised Fund Established 1999

Linda Pargh Mossman Endowment Fund Established 2014

Link Family Advised Fund Established 2007

Little Dugan Coughlan Davis Advised Fund Established 2012

Louis Rosenfeld, M.D. Family Advised Fund Established 1999

Louise Sykes McKee Advised Fund Established 2005

Established 2009 Established 2017

Lucien and Patricia Simpson Advised Fund Established 1996

Lucy and Wilbur Sensing Advised Fund Established 1995

Lynda Lacher Advised Fund Established 2013

Maddox Foundation Advised Fund Established 2002

Madeline Doni Eskind Advised Fund Established 2000

Madeline Reeves Waltemath Advised Fund Established 2021

MAFIAoZAS Godfather Fund Established 2012

Mahanes Family Charitable Advised Fund Established 2006

Mapco Giveback Program Established 2017

Marcie Richmond Donor Advised Fund Established 2010

Margaret Miller Advised Fund Established 2000

Margaretha K. Davis Advised Fund Established 2006

Marilyn and Jim Doucette Charitable Fund Established 2014

Mark and Martha Ezell Family Advised Fund Established 2016

Mark Martin Advised Fund Established 2007

Martha & Bronson Ingram Foundation Advised Fund Established 2000

Martha Rivers Ingram Advised Fund

Established 2017

Established 2010

Mary Brette and Cook Wylly Donor Advised Fund Established 2018

Mary Frist and H. Lee Barfield II Fund Established 2012

Mary Lauren and Lawson Allen Family Fund Established 2011

Mary Murphy Charitable Fund Established 2020

Mary Phil H. and Ralph W. Illges Fund Established 2019

Matthew N. and Karla N. Diehl Advised Fund Established 2005

Matthew W. Wyatt Advised Fund Established 2007

Matthews Mission Fund Established 2016

Max Speyer Advised Fund Established 2012

May and John Bumpus Advised Fund Established 2012

McCathren Family Advised Fund Established 2006

McDonald Association Collective Collaboration-Light Into Darkness (MACC-LID) Established 2015

McDonald Boersma Hanley Giving Fund Advised Fund Established 2004

McDow Family Advised Fund Established 1992

McNeely Pigott & Fox Advised Fund Established 2001

McWhorter Foundation Advised Fund Established 1996

Established 2010

Merle’s Angels Advised Fund

Martin S. Brown, Jr. Donor Advised Fund

Merritt Family Advised Fund

Established 2017

Established 2011

Established 2006

Michael & Donna Grainger Advised Fund Established 2018

37

DONOR ADVISED FUNDS

Michael and Kelly Lynd Family Fund Established 2014

Mike Gibbs Charitable Fund Established 2016

Millard Leonard Advised Fund Established 2008

Mitchell E. Hale Memorial Fund Established 2022

Molette Family Impact Advised Fund Established 2008

Molly and Tony Fort Advised Fund Established 2006

Morrow Family Advised Fund Established 2017

Mosley Family Advised Fund

Natilee Duning and Frank Sutherland Advised Fund

Phillip C. and Dana T. Nappi Advised Fund

Neal B. Thomason Donor Advised Fund

Phillips Family Donor Advised Fund

Next Generation Fund

Phillips Family Fund

O’Hara Family Advised Fund

planetFISH Ocean Fund

Oliver Family Advised Fund

Project Meet Me Halfway

One Heartbeat Hawaii

Queen City Advised Fund

Orrin H. Ingram Advised Fund

R. Milton and Denice Johnson Family Advised Fund

Established 2002 Established 2017

Established 2016 Established 2011

Established 2001

Established 2022

Established 2002

Established 1992

Outlaw State of Kind Fund

Mr. and Mrs. John W. Clay Jr. Advised Fund

Owen Family Advised Fund

Established 1997

Mr. and Mrs. John W. Eakin, Jr. Advised Fund Established 1997

Music Has Value Fund Established 2016

Muzik Mafia Advised Fund Established 2007

Established 2016 Established 1996

Pam and Tom Wylly Advised Fund Established 2000

PaPa and Mema Edwards Advised Fund Established 2010

Pat and Allyson Proctor Advised Fund Established 2003

Established 2008 Established 2005 Established 2019

Established 2010 Established 2010 Established 1998

Established 2010

Rabbi Kenneth A. Kanter Philanthropic Fund Established 2020

RaganSmith Charitable Fund Established 2021

Randolph M. & Janice M. LaGasse Family Advised Fund Established 1997

Random Acts of Kindness Coalition Fund

Patricia L. and Edward H. Cole Family Advised Fund

Established 2016

Paul & Nancy Anderson Family Advised Fund

Established 2003

Established 2017

Myra McWhorter Cancer Awareness Fund

Paul Harr Memorial Fund

Established 2007

My Love Gives Back Fund Established 2015

MyKindaPeople Advised Fund

Established 2007

Established 2015

Established 2001 Established 2018

Raymond & Judy Thomasson Advised Fund Raymond & Ruth Randolph Family Advised Fund Raymond Carroll Advised Fund

Paul J. and Sarah R. Zimmerman Advised Fund

Established 2001

Established 2003

Nancy J. Brown and Andrew May Donor Advised Fund

PB & JAM Family Fund

Established 2009

Nancy T. Ham Advised Fund

Pedigo Family Fund

Rebecca K. and Edwin B. Raskin Family Advised Fund

Established 2015

Established 2005

Naomi Judd Memorial Fund

Peg and Al McCree Advised Fund

Rechter Family Fund

Established 2011

Established 1995

Nashe Family Advised Fund

Peggy and Carter Steele Advised Fund

Recover Health Fund

Established 2006

Established 2021

Nashville SC Community Fund

Petrey Family Fund

redpepper’s Land of Cause

Established 2019

Established 2009

Nashville’s Agenda Fund

Philip Andrew Baker Memorial Advised Fund

Richard M. and Judith K. Bracken Family Advised Fund

Nancy C. Cheek Advised Fund

Established 1995

Established 2007 Established 2017 Established 2017

Established 2018

Established 2004

Established 2001 Established 2011

Established 2010

Rebecca and Stan Burcham Advised Fund

Established 2010

DONOR ADVISED FUNDS

38

Richards Family Advised Fund

Sara J. Finley Advised Fund

Richland Country Club Charitable Fund

Scott C. Chambers Fund

Rippee Family Advised Fund

Sean and Andrea Boyd Charitable Fund

Rob and Megan Horrar Advised Fund

Shelby Shafer Family Fund

Robert and Melissa Frist Family Fund

Shirley and Stuart Speyer Family Fund

Robert Speyer Advised Fund

Silvers Advised Fund

Robert Trigg McClellan Advised Fund

Sims Family ALS Research Advised Fund

Ron & Teresa Suedekum Advised Fund

Smallwood Family Fund

Ron and Diane Shafer Charitable Fund

Solomon Asher Danford Advised Fund

Established 1998 Established 202

Established 2005 Established 2015 Established 2012 Established 2012

Established 2008 Established 2019 Established 2014

Established 2013

Established 2007

Established 2022 Established 2011

Established 2012

Established 1994

Established 2005 Established 2016

Established 2007

Susannah Brown Scott-Barnes Donor Advised Fund Established 2017

Susannah Brown Scott-Barnes Donor Advised Fund II Established 2020

Syd Mayberry Advised Fund Established 2015

T. Mark and Dena Cobb Buford Fund Established 2014

Taggie-Big Pig Advised Fund Established 2007

Tawnie and Victor Campbell Family Fund Established 2012

Team Mica Fund: In Memory of Mica Breeden Martin Established 2012

Ted and Anne Lenz Advised Fund

Somayaji Family Advised Fund

Established 2016

Speyer/Tennsco Donor Advised Fund

Tennessee Bankers Association Disaster Relief Fund

Established 2000

Established 2022

Established 1999

Staler Family Advised Fund

Tennessee Trust Advised Fund

Established 2007

Established 1997

Rosemary Cremer May Advised Fund-B-Fredric D. May

Starr Hill/Red Light Fund

The 10Penny Fund

Established 1999

Established 2015

Established 2018

Rotary Club of Dickson County, Inc. Advised Fund

Steve and Cindy Richmond Donor Advised Fund

The 2001 Tennessee Trust Donor Advised Fund

Established 2001

Established 2010

Established 2001

Rothberg Family Advised Fund

Steve and Ellen Adams 2004 Donor Advised Fund

The Amazon Nashville Community Fund

Established 2004

Established 2021

Steve and Lisa Clark Memorial Fund

The Amelia Fearn Frist Advised Fund

Established 2012

Established 2016

Steve and Phyllis Fridrich Family Advised Fund

The Ann Roberts Fund

Ron and Laurie Farris Family Advised Fund Established 2006

Rosemary Cremer May Advised Fund-A-Emily May

Established 2015

Rufus E. Fort Family Advised Fund Established 1993

Ruth and Ben Harris Family Advised Fund Established 2001

Ryan and Baylor Swindell Fund Established 2019

Sally Holland Wilson Advised Fund Established 2001

Sam and Yvonne Christopher Advised Fund Established 2022

Sam Pipes Advised Fund Established 2015

Sara Evans Fund Established 2005

39

DONOR ADVISED FUNDS

Established 2004

Established 2017

Stillhouse Advised Fund Established 2009

Susan Bass Bowen Family Advised Fund Established 2000

Susan W. Simons and W. Lucas Simons, Jr. Philanthropic Advised Fund Established 2001

Susan W. Simons, Jr. Advised Fund Established 2018

Established 2008

The Anne Brown Lee Blackwell Fund Established 2018

The Anthony and Amy Curcio Family Fund Established 2022

The Bellwood Fund Established 2022

The Beth and Brad Jones Fund Established 2011

The Blake Shelton Charity Fund Established 2018

The Bob and Marie Parks Charitable Fund Established 2021

The Bongo Advised Fund Established 2012

The Brand New Day Fund Established 2022

The Break the Cycle Foundation Fund Established 2017

The Bridge Resource Partnership Fund Established 2018

The Bryant Family I Peter 4:10 Fund Established 2015

The Bryant-Blount Charitable Advised Fund Established 2015

The Bryant-Onstott Charitable Advised Fund Established 2015

The Buddy Fund Established 2019

The Buttarazzi Advised Fund Established 2021

The Carlton Advised Fund Established 2014

The Check Sadler Advised Fund

The Dinker Family Fund

The Governors’ Advised Fund

The Donald and Elizabeth Stinnett Advised Fund

The Greg Oswald Charitable Fund

Established 2016

Established 2012

The Ednearl and Jim Thomasson Charitable Fund Established 2020

The Elise Steiner Small Fund for Youth Villages of Middle Tennessee Established 2022

The Elizabeth and Bryan E. Frist Fund Established 2006

The Elizabeth McCarter Advised Fund Established 2016

The Ella Hubbard Type 1 Diabetes Charitable Fund Established 2016

The Encouragement Advised Fund Established 2009

The Ford Ray Memorial Fund Established 2021

The Foster Furry Fund Established 2021

The Free The Music U.S.A. Fund Established 2017

Established 2017

The Freedman Family Fund

The Children of Zimbabwe Advised Fund

The Friskics-Warren Family Fund

Established 2004

Established 2016 Established 2014

The Christopher Family Advised Fund

The Frist Foundation Advised Fund

The Chroi Fund

The Fruition Fund

The Clearview Fund

The G. Edward and Molly L. Powell Charitable Advised Fund

Established 2013 Established 2021

Established 2018

The Conservation and Preservation Education Fund Established 2021

The Core Fund

Established 2019

The Cowboys and Angels Fund Established 2018

The Crewse Family Advised Fund Established 2013

The Derrick and Katie Davis Fund Established 2021

Established 1995 Established 2014

Established 2007

The Gabe and Pam Ottinger Family Fund

Established 2000 Established 2019

The Grove Family Advised Fund Established 2017

The Heroes’ Fund Established 2017

The Hickman Holler Appalachian Endowed College Fund Established 2020

The Hickman Holler Appalachian Relief Fund Established 2020

The Hunt Michael Hollis Fund Established 2012

The INSBANK Financial Literacy Fund Established 2021

The INSBANK Philanthropic Fund Established 2019

The Jacob and Joy Charitable Fund Established 2016

The James Fall Presley Memorial Fund Established 2021

The Jan & Brian Babiak Donor Advised Fund Established 2021

The JDA Family Advised Fund Established 2010

The Jeffco Charitable Fund Established 2017

The Jimmy Pilkerton Advised Fund Established 2016

The John Overton Colton, Jr. and Family Donor Advised Fund Established 2016

The Jones Mission Established 2017

Established 2020

The Joseph Sharbel Memorial Fund

The Gary E. and Catherine M. Wilson Advised Fund

The Kelley Family Fund

Established 2021

Established 2021

Established 2014

The Gloria and Darrell Freeman Advised Fund

The Kenzie Fund

Established 2010

The Goat Hill Kitchen Fund

Established 2014

The Kharis Foundation Advised Fund Established 2014

Established 2020

DONOR ADVISED FUNDS

40

The Kiwanis Club of Cheatham County Advised Fund

The Marguerite Abernathy Massey Memorial Fund Thank you, MAM

The Patrick H. & Catharine A. Murphy Family Giving Fund

The Kiwanis of Nashville Foundation Endowment Advised Fund

The Mark & Katherine Hommrich Family Advised Fund

The Patton Advised Fund

The Knott Family Fund

The Marlette Family Advised Fund

The Kovick Family Advised Fund

The Martin Family Advised Fund

The Kroger Community Advised Fund

The Mary and Tom Gambill Family Fund

Established 2014

Established 2014 Established 2017

Established 2016

Established 2009

The LadyAid Advised Fund

Established 2016

Established 2021

Established 2014

Established 2015

Established 2012

Established 2012

The Marymont Fund

The Lassie McDonald Crowder Advised Fund

The Mathman Advised Fund

Established 2019

Established 2005 Established 2021

The Lewis Family Fund

The Matt Beaty Fund

The Lifepoint Hospitals Disaster Response Fund

The McLean and James Tate Memorial Fund

The Lily Fund

The Michael and Cindee Gold Family Fund

Established 2021

Established 2010

Established 2020

The Literacy Fund Established 2022

The Littrell Blessing Fund Established 2013

The Louis S. Yuhasz, Jr. Memorial Health Fund Established 2013

The Love Anchors Fund Established 2018

The Lowry Lee Fund Established 2017

The Lucas Family Fund Established 2016

The Lyle and Lisa Beasley Family Fund Established 2022

The Lyles Family Donor Advised Fund Established 2022

The Make You Movement Fund Established 2020

The Marcy Eskind and Brad Eskind Family Advised Fund Established 2021

The Margaret and Jonathan M. Frist Fund Established 2006

41

DONOR ADVISED FUNDS

Established 2019

Established 2019

Established 2020

The Michael Burcham Advised Fund Established 2022

The Monica Jicha/Denny Palamarchuck Spay and Neuter Assistance Fund Established 2011

The Mr. and Mrs. W. Harrison Frist, Jr. Fund Established 2006

The Mud Creek Fund

Established 2020 Established 2002

The Paul and Cristy Stumb Fund Established 2022

The Paz-Bernstein Fund Established 2022

The Peter Pressman Run2Liv Fund Established 2018

The Philip Family Advised Fund Established 2009

The Portis Family Fund Established 2013

The Prentiss and Joey Nelson Family Fund Established 2020

The Price Fund

Established 2018

The Pulles/McIlwain Donor Advised Fund Established 2012

The RaeLynn Diabetes Fund Established 2016

The Randy and Davonna Wachtler Family Charitable Fund Established 2012

The Randy and Judy Arnold Charitable Fund Established 2012

The Riley Family Charities Fund Established 2020

Established 2022

The River Kelly Fund

The Nathan and Briana Succop Family Advised Fund

The Riverside House Fund

Established 2019

Established 2017

Established 2020

The Neighbor’s Keeper Advised Fund

The Robert H. and Barbara A. Shank Charitable Fund

Established 2009

The Neighborhood Fund Established 2021

The Nicholas Fund Established 2016

The Norris Family Fund Established 2011

The Nowers Family Advised Fund Established 2009

Established 2013

The Robert H. and Lynn S. Ossoff Family Advised Fund Established 2013

The Robert P. Maynard Fund Established 2020

The Robert P. Maynard Legacy Fund Established 2021

The Rochford Family Advised Fund Established 2014

The Rodes Family Advised Fund

The Think Pink TN Fund

Thornton Charitable Fund No. 2

The Ruth and Bob Napier Fund

The Tia Barbour-Hale OGOT Legacy Fund

Timothy C. & Wendy M. Surratt Family Advised Fund

The Timothy and Nutcha Smith Family Fund

Tiny But Mighty Fund

Established 2013

Established 2018

The Sam McGahren Memorial Fund Established 2014

The Sara Rosson and Nancy Menke Fund

Established 2020

Established 2020

Established 2019

Established 2008

The Tracy and Bill Frist Fund

The Sarah Cannon Fund at the Community Foundation

The Tyrrell Family Fund

Established 2018

The Sarah Louise Elliott Fun and Games For Fitness Fund Established 2013

The Scripps Network Interactive Emergency Relief Fund

Established 2012 Established 2012

The Vacek Family Advised Fund Established 2019

The Victoria and David K. Haspel Fund Established 2020

Established 2016

The Village Real Estate Advised Fund

The Shawn Stewart Superhero Tribute Fund for Autism Support

The Visionary Impact Fund

Established 2011

Established 2020

Established 2022

The Spickard Family Advised Fund

The Weeks Family Fund

Established 2012

Established 2013

The Steadfast Fund

The Whip Crackin’ Rodeo Fund

Established 2018

Established 2017

The Steele Advised Fund Established 2012

The Will and Louise Alexander Family Fund

The Stephen Abelman and Robin Holab-Ableman Charitable Fund

The Willis Family Advised Fund

Established 2019

Established 2021

Established 2015

The Steve and Patsi Flatt Charitable Fund

The Working 4 You Fund

Established 2012

The Tarkington Family Fund Established 2015

The Tate Elliott Literacy and Language Fund Established 2016

The Taylor Swift Charitable Fund Established 2010

The Tennessean’s 21st Century Trust Advised Fund Established 1999

The Tennessee Farm Bureau Philanthropic Fund Established 2010

The Terryl Propper Caring Heart Advised Fund Established 2010

The Tess H. and Madison H. Illges Fund Established 2019

Established 2011

The Yarbrough Family Advised Fund Established 2022

Established 2016

Established 2000 Established 2013

To Nashville, With Love Established 2020

Tom and Jackie Frazier Charitable Fund Established 2015

Tom Black Advised Fund Established 1998

Trevor Garrett Advised Fund Established 2017

Trial Lawyers’ Community Relief Fund Established 2020

TriStar Bank’s Community Caring Fund Established 2022

Two Old Hippies Fund Established 2012

Two Trees Advised Fund Established 2011

Uncle Tanksley Advised Fund Established 2018

Vance Family Fund Established 2017

Venk and Usha Mani Family Advised Fund Established 2005

Victoria Elisabeth Surratt Advised Fund Established 2000

The Zibart Family Fund

Victoria Heil and Eric Raefsky Advised Fund

Theresa Godchaux Payne Advised Fund

Victoria Pierce Turner Charitable Fund

Thomas Daugherty Rayson Memorial Advised Fund

Village Hope, Zimbabwe Advised Fund

Established 2015

Established 2005

Established 2001

Thomas F. Frist, Jr. Advised Fund Established 2001

Thomas P. Seigenthaler Fund for Creativity Established 2008

Thomas Wesley Pipes Advised Fund Established 2022

Thornton Charitable Fund No. 1 Established 2016

Established 1997

Established 2019

Established 2009

Virgil J. Maupin Memorial Advised Fund Established 2006

Virginia Wylly Patton Donor Advised Fund Established 2018

W.W. Young III Family Fund Established 2021

Walter & Sarah Knestrick Advised Fund Established 2004

DONOR ADVISED FUNDS

42

Warner McLaughlin Frist Advised Fund

William C. Cook Advised Fund

Wayne T. and Cheryl G. Smith Charitable Fund

William H. Eskind Advised Fund

Established 2014

Established 2018

Weichert Realtors-The Andrews Group Advised Fund Established 2004

Wendy Williams Beasley Education Excellence Fund Established 2021

Where Words Fail, Music Speaks Fund Established 2022

Will and Amber Newsom Advised Fund Established 2007

William and Nancy Dale Advised Fund

Established 2000 Established 2009

William Hanson Williams Advised Fund Established 2005

William Harrison Frist III Advised Fund Established 2012

William R. and Rita G. Bruce Donor Advised Fund Established 2000

William R. Taber, Jr. Advised Fund Established 2013

Wilson Family Advised Fund Established 2005

Woodrow and Rosemary Geier Family Advised Fund Established 2016

Wooten Family Charitable Donor Advised Fund Established 2015

Worker Access to Justice Fund Established 2008

Yochem Family Fund Established 2014

Young Family Advised Fund Established 2021

Zoe Marie Brain Tumor Research Advised Fund Established 2009

Established 2013

EMPLOYEE CARE FUNDS A. O. Smith Corporation Employee Care Fund

CGS Employee Recovery Fund

Established 2010

Established 2010

Ace Helpful Fund

Comcast Cares Fund

Established 2019

Established 2010

Acklie Companies Employee Assistance Fund

Cumberland Compassion Fund

Established 2022

Established 2019

American General Life and Accident Insurance Company Employee Care Fund

Curo Employee Assistance Fund

Established 2010

Dare to Care Employee Assistance Fund Established 2010

APS Family Fund Established 2022

Delek Employee Care Fund Established 2011

Avenue Bank Care Fund Established 2010

Belle Meade Country Club Employee Emergency Assistance Fund Established 2013

Father Ryan Faculty and Staff Assistance Fund

Established 2010

Established 2010

Bretagne LLC Employee Assistance Fund

Frost-Arnett Helping Hands Fund

Established 2009

Caring for those who Care Employee Emergency Assistance Fund

43

DONOR ADVISED FUNDS

Ensworth Faculty Assistance Fund

Established 2014

BMI Care and Assistance Fund

Established 2015

Established 2018

Essendant Associate Care Fund

Established 2014

Centuri Employee Care Fund

DesignWorks Investments Care Fund

Established 2010

BlueCross Family Fund

Established 2014

Established 2009

Established 2017

Genesco Employee Emergency Fund Established 2010

HealthStream Employee Assistance Fund Established 2015

EMPLOYEE CARE FUNDS

Hereford Dooley Architects Cares Fund

The Alive Hospice Employee Assistance Fund

HTS Cares Fund

The Autoloop Relief Fund

Ingram Catastrophic Loss Fund

The Bongo Employee Assistance Fund

Ingram Disaster Fund

The CHS Cares Fund

Integra Relief Fund

The Cleveland Foundation Employee Assistance Fund

KLX Disaster Relief Fund

The CMA Employee Assistance Fund

KraftCPAs Care Fund

The Cressey Cares Teammate Fund

LKQ Corporation Employee Assistance Fund

The Dorman Contributor Relief Fund

LP Cares Fund

The Fannie Mae Employee Relief Fund

Magazines.com Associate Care Fund

The Fifth Third Cares Fund

Mapco Employee Care Fund

The Force Management Employee Assistance Fund

MartinConnects Employee Assistance Fund

The Freeland Cares Fund

MasterCorp People Proud Associate Assistance Fund

The Front Burner Restaurants Employee Assistance Fund

MIKI Employee Emergency Fund

The Grimco Cares Fund

Netronix e4e Fund

The GTVOA Employee Emergency Fund

NewsChannel 5 Crisis Care Fund

The Hebrews HALO Fund for Special Kids, Inc. Employees

PMC Care Employee Assistance Fund

The Hibbett City Gear Employee Assistance Fund

Randall Clemons Wilson Bank & Trust Employee Care Fund

The Ingram Emergency Assistance Fund

Richland Country Club Employee Care Fund

The John Rochford Employee Assistance Fund for Saint Paul in memory of Richard Johnston

Established 2020 Established 2021

Established 2010

Established 2005 Established 2012 Established 2017

Established 2010 Established 2018 Established 2014 Established 2012 Established 2017

Established 2022 Established 2018 Established 2021

Established 2022

Established 2009 Established 2019 Established 2019

Established 2022

SMG One Story Fund Established 2018

Tennessee Farm Disaster Response Fund Established 2008

The 360 Fund

Established 2015

The Acadia Healthcare Employee Care Fund Established 2020

The AegisHelp Fund Established 2017

Established 2017 Established 2017

Established 2012 Established 2017

Established 2022 Established 2016

Established 2020 Established 2020 Established 2017

Established 2010

Established 2020 Established 2015

Established 2020 Established 2015

Established 2020 Established 2016 Established 2021

Established 2016

Established 2016

The LifeCare Disaster Recovery Fund Established 2010

The LSI Employee Assistance Fund/LEAF Established 2017

The Metropolitan Government Employee Emergency Support Fund Established 2012

The Nashville SC Employee Emergency Assistance Fund Established 2020

EMPLOYEE CARE FUNDS

44

The PathGroup Employee Crisis Care Fund

The Animal Welfare Fund

The Pinewood Social Team Assistance Fund

Arts & Culture

Established 2020

Established 2005

Established 2021

2021 Middle Tennessee Ballet Endowment Support Fund

The Quiet Cares Fund

Established 2021

Established 2020

The Relias Healthcare Team Assistance Fund Established 2020

2021 Middle Tennessee Repertory Theatre Endowment Support Fund Established 2021

The SalesGravy Emergency Relief Fund

Chet Atkins Music Education Fund

Established 2021

Established 1997

The Scripps Networks Interactive Employee Relief Fund Established 2012

Craig Spain Fund for the Performing Arts Established 1996

The SSR Disaster Relief Cares Fund

Ernest and Selma Rosenblum Fund for the Performing Arts

Established 2010

Established 2008

The Tivity Health Helping Hands Fund

Ida F. Cooney Fund for the Arts

Established 2010

Established 1991

The UC Health Cares Fund

Middle Tennessee Ballet Support Fund

Established 2020

Established 2012

The Uncle Classic Barbershop Employee Assistance Fund Established 2020

Middle Tennessee Opera Support Fund Established 2012

The Wearwell Employee Care Fund

Middle Tennessee Performing Arts H.O.T. Support Fund

Established 2015

Established 2012

Tractor Supply Company Employee Assistance Fund Established 2010

Middle Tennessee Repertory Theatre Support Fund Established 2012

Truform Manufacturing We Care Fund

Middle Tennessee Symphonic Music Endowment Support

Established 2013

Established 2021

Truxton Trust Employee Assistance Fund

Middle Tennessee Symphonic Music Support Fund

Established 2012

Established 2012

Turner Family Disaster Relief Fund

Nashville Beta Sigma Phi Torch Fund

Established 2000

Established 1998

United Derm Partners Employee Assistance Fund Established 2022

Pamela Johnson Fund for the Arts Established 2018

Vital Hero Support Fund

Robert K. and Anne H. Zelle Fund for Fine and Performing Arts

Established 2022

Watterson Brands Employee Assistance Fund Established 2019

Established 2015

William N. Rollins Fund for the Arts Established 2002

Award Funds

FIELD-OF-INTEREST FUNDS

American Legion Post 40 Tennessee Boys State Fund

Animal Welfare

Established 2013

Patricia & Edward J. McGavock Humane Treatment of Animals Fund Established 1998

Shirley Caldwell-Patterson Wildlife Fund Established 2016

St. Francis Fund for Animals Established 1995

45

EMPLOYEE CARE FUNDS

Becky Darby Award Fund Established 2000

The Carol Fay Ellison The Biscuit Lady Award Fund Established 2010

Nashville Fashion Forward Fund Established 2011

FIELD-OF-INTEREST FUNDS

The Theodore Roosevelt Association Police Award Fund for Nashville and Middle Tennessee Established 2016

The Francis S. Guess Bridge to Equality Fund Established 2015

Give Black, Give Back Fund

Children’s Causes

Established 2020

A Cause For Celebration Fund

GivingMatters.com

Established 1998

Established 2004

Anne and Steve Goodhue Fund for Child Abuse Prevention and Healing

H. Franklin Brooks Philanthropic Fund

Established 2011

Carroll Hines Fund for Medical Needs of Children Established 2001

Child Care Alliance of Middle Tennessee Fund Established 2020

ChildcareTennessee Established 2013

Edna S. Thomas Fund for Early Learning in Edgehill Established 2019

Helping Children Heal: A Fund for the Healing Arts Established 2004

Martin Fund for At-Risk Children Established 2014

Mildred B. Zindler Fund for Children Established 1994

Nacarato Family Fund Established 2000

Robert K. Zelle Fund to Support Children’s Educational Programs Associated with Symphonic Music Established 2011

The Azalee Inman Children’s Fund Established 2022

The Dogwood Fund Established 2012

The Mary Elizabeth Molly English Fund Established 2015

The Rob Bironas Fund Established 2014

Tulip Street Church-Frances Southerland Legacy Fund Established 2016

Community Enrichment 260 Change Fund Established 2017

Charitable Giving Cards

Established 1995

Lewis Lavine Strategic Nonprofit Opportunities Fund Established 2018

Lillian Ashley Field of Interest Fund Established 2002

Make Your Community Flower Fund Established 2001

Metropolitan Nashville Police Support Fund Established 2009

Murfreesboro Tennis Association Fund Established 2019

Nashville Poker Challenge Fund Established 2019

Nashville Unites Fund Established 2014

Nicholson Fund for Coffee County Established 2019

NowPlayingNashville.com Established 2006

The Banner Fund Established 2019

The Big Payback Established 2013

The Columbia Firefighters Park & Public Safety Fund Established 2018

The Fund for Strategic Opportunities Established 1999

The Nashville Community Engagement Fund Established 2015

The Nashville Digital Inclusion Fund Established 2015

The Robertson County Chamber of Commerce Fund Established 2019

The Sports Fund Established 2011

Established 2010

The Tomorrow Fund

Cordie Cheek Memorial Fund for the Advancement of African American History in Maury County

The Youth Philanthropy Fund

Established 2019

Established 1999

Established 2003

Davis Kidd Booksellers Fund Established 2010

FIELD-OF-INTEREST FUNDS

46

We Are Nashville Fund

Fisk Class of 1974 50th Reunion Fund

Welcoming Nashville Fund

Mary P. Thompson Fund for Ministry, Education and Rehabilitation for Women in Prison

Established 2017

Established 2015

Disaster Response Asurion Disaster Relief Fund Established 2004

Metro Nashville Disaster Response Fund Established 2002

Middle Tennessee Emergency Response Fund Established 2019

Music City Way Fund Established 2019

Tennessee Emergency Response Fund Established 2008

The Cheatham County Disaster Response Fund Established 2010

The River Fund 2020 Established 2020

The VOAD Leadership Fund Established 2021

The Williamson County Disaster Response Fund Established 2015

Education Annette and Irwin Eskind Fund for Public Education Established 2013

Bonnie R. Bashford Fund

Established 2021

Established 2001

Miss Julia Green Fund for Public Education Established 1999

My Brother’s Keeper Nashville Fund Established 2022

Robert K. and Anne H. Zelle Fund for Education Established 2015

Tapping Individual Potential (TIP) Fund Established 1998

The Coach Boyce Smith Scholarship Fund Established 2022

The Colonel John P. Geraci Educational Assistance Fund Established 2015

The Dell Nashville STEAM Innovation Fund Established 2017

The Friends of Tennessee School for the Blind Legacy Fund Established 2022

The Public Schools Forum Fund Established 2009

The Springfield High School Athletic Association Facilities Fund Established 2019

Workforce Readiness Fund Established 2008

Established 2008

Environment

Childcare DHS F-Expenses

GAIA Community Fund

Childcare DHS G-Grants

Lucius Burch, Jr. Wildlife Habitat Fund

Childcare DHS Grant

The Solar Angel Fund

Childcare DHS Grant V-Tornado and Covid Grants

Tennessee Beautification Fund

Childcare DHS H-Expenses

The TN Fund for Sustainability

Childcare DHS J-Grants

Health & Medical

Established 2021 Established 2021

Established 2019

Established 2020 Established 2021 Established 2021

Childcare DHS T-Expenses Established 2020

Davis Kidd Booksellers Fund Established 2010

Edna S. Thomas Fund Established 2000

47

FIELD-OF-INTEREST FUNDS

Established 1992

Established 1996 Established 2018

Established 1999

Established 2006

Breast Cancer Research Fund Established 2000

Crittenton Fund Established 2001

Fitz Family Fund for Brain Cancer Awareness and Research Established 2009

Grateful Daniel Fund

Friends of Juvenile Court Fund

Joni Werthan Fund to Erase the Stigma of Suicide

Friends of the Stewart Home & School Fund

Lorene White Organ Transplantation Fund

Fund for Food Security

Nashville Area Childhood Immunization Fund

High Pressure Laminate (HPL) Settlement Fund

The Ovarian Cancer Awareness Fund

Hunter Armistead Fund to Inspire Joy and Laughter

Reed Family Fund for Family Planning

Jean G. Stumpf Fund for the Aging

Robert K. and Anne H. Zelle Fund for Health

Lillian G. and Dave Bogatzky Fund

Susan Warner Batt Fund for Breast Cancer

Margaret and Victor Nielsen Fund

Tennessee Breast Cancer Fund

Martha Jean Dorris Helping Hand Fund

The Healthier Robertson County Fund

McWherter Fund for Basic Human Needs

The SETH Fund

Metropolitan Human Relations Commission Support Fund

TKALS-Tennessee NARAL Fund for Women’s Reproductive Freedom

NashvilleHealth Fund

Established 2016

Established 2004 Established 1997

Established 1994

Established 2015

Established 2007 Established 2015

Established 2003

Established 2000 Established 2020 Established 2017

Established 1998

Established 2019

Established 2020

Established 2006 Established 2007 Established 1999 Established 1999

Established 2003 Established 2003

Established 2006 Established 2004 Established 2012

Established 2015

Power Youth Fund

Historic Preservation

Established 2016

Ellen Stokes More Wemyss Fund

Serving Tennessee Seniors Fund

Established 2001

Established 2021

Historic Gower Cemetery Fund

Stewart Family Fund

Established 2022

Established 2000

Historic Johnson Church Cemetery Fund

The Andrew John Ballinger Memorial Warrior Fund

Established 2019

Established 2015

Oral History Fund

The Angel Fund

Established 1995

Human Services Carolyn Smith Wendrich Fund for Victims Established 1996

Discretionary Grant Fund-Animals Established 2003

Discretionary Grant Fund-Disadvantage Youth Established 1995

Elizabeth Jonas Jacobs Fund for Women, the Elderly and to Encourage Nonprofit Planning Established 2016

The Evelyn Holder and Frank G. McCampbell Helping Hands Fund for Montgomgery County Established 2017

Established 2007

The Cedarcroft Home Charitable Fund for Disabled Men Established 2021

The David Cain Volunteer Emergency Responder Support Fund Established 2020

The Enoch Fuzz Legacy Fund Established 2020

The Hope Fund

Established 2000

The James K. (Jim) Patterson Fund Established 2020

The Jennifer Pennington Fund Established 2021

FIELD-OF-INTEREST FUNDS

48

The One Voice Nashville RJA Endowed Fund

BlueCross Healthy Place at Rotary Park Maintenance Fund

The Presbyterian Latinx Ministry Fund

BlueCross Healthy Place at the Northwest Family YMCA

The S(ylvia) A(be) M(erryl) H(eidi) Ross Charity Fund

BlueCross Healthy Place at Woodlawn Park Maintenance Fund

Established 2020

Established 2022

Established 2020

Established 2020

Established 2022

Established 2020

The Shepherd’s Center Fund for Senior Adults Established 2000

Women & Girls

The Warriors’ Legacy Fund

The Women’s Fund

Established 2008

Established 1994

Tommy Cooper Fund for Veterans and Military Personnel Established 2013

Memorial Fund

SCHOLARSHIP FUNDS

The Francis S. Guess Bridge to Equality Fund

A.D. and Peggy Hewlett and Colonel David R. Inman Medical Scholarship

Established 2015

Established 2007

Parks & Recreation

Albert E. Folsom, Elizabeth Givens Folsom, Claude Preston Givens and Lena Brasher Givens Scholarship

BlueCross Healthy Place at H. V. Griffin Park Maintenance Fund

Established 2005

Established 2021

BlueCross Healthy Place at Barfield Cresent Park Maintenance Fund

Ann Buchanan Scholarship Fund Established 2012

Established 2020

Archie Hartwell Nash Memorial Scholarship Fund

BlueCross Healthy Place at Baxter Seminary Park Maintenance Fund

Ayers Foundation Scholarship Fund

Established 2020

BlueCross Healthy Place at Crockett County High School Maintenance Fund Established 2021

Established 1997

Established 1999

Azalee Inman Scholarship Fund Established 2022

B. J. Runnels Dean Scholarship Fund

BlueCross Healthy Place at Eiffel Tower Park Maintenance Fund

Established 1995

B’nai B’rith Maimonides Lodge #46 Scholarship

Established 2021

BlueCross Healthy Place at Foote Park Maintenance Fund Established 2021

BlueCross Healthy Place at Harris Court Maintenance Fund Established 2022

BlueCross Healthy Place at Henry Horton State Park Maintenance Fund Established 2019

BlueCross Healthy Place at Middleton City Park Maintenance Fund

Established 2011

Barbara Hagan Richards Scholarship Fund Established 2001

Barry H. Baker Scholarship for Students of Career and Technical Education Fund Established 2020

Belle Meade Country Club Employee Scholarship Fund Established 2013

Established 2022

Belmont University Commercial Music Showcase Scholarship Fund

BlueCross Healthy Place at Old Lake Road Park Maintenance Fund

Ben T. Harris Memorial Scholarship Fund

Established 1998

Established 2022

Established 2018

BlueCross Healthy Place at Pendergrass Park Maintenance Fund

Bishop Joseph and Stephaine Walker Scholarship

Established 2022

Established 2014

Blakeford Scholarship Fund Established 2017

49

FIELD-OF-INTEREST FUNDS

SCHOLARSHIP FUNDS

Brandon Key Scholarship Fund

Diane G. Lowe and John Gomez, IV Scholarship Fund

Brian Ralls Memorial Scholarship Established 2010

Dickson County Retired Teachers Association Scholarship Fund

Brown Center for Autism: Benjamin M. Liske Scholarship Fund

Dody Boyd Scholarship Fund

Established 2016

Established 2018

Buddy Pierce and Maggie P. Speight Scholarship Fund for the Arts Established 2014

Buster Pool Memorial Scholarship Fund Established 2002

Cadiz Rotary Club Rise Carol Thompson Memorial Scholarship Established 2009

Cameron Blake Parnell Scholarship Fund Established 2015

Established 2006

Established 2004

Established 2006

Dr. Charles E. Mayes Scholarship Fund Established 2021

Dr. K. B.(Krish) Deshpande and Vidya K. Deshpande Family Scholarship Fund Established 2020

Dr. Mac Scholarship Fund Established 2004

Dr. Robert W. Ikard Scholarship Fund Established 2019

Carolyn Morrison Scholarship Fund

Drue Smith/Society of Professional Journalists’ Scholarship Fund

Catie Summers Scholarship Fund

Early Childhood Scholarship Fund

Charlene (Charlie) Jane Toomey Memorial Scholarship Fund

Edna L. Martin Scholarship Fund

Cheatham County Community Foundation Scholarship Fund

Educational Loan Program for Gay and Lesbian Students

Choose Your Future Scholarship Fund

Eileen Crenshaw Memorial Scholarship

Clay Neiderheisher Scholarship Fund for Fairview High School

Eloise Pitts O’More Scholarship Fund

Established 2009 Established 2008 Established 2017

Established 2002 Established 2007

Established 2016

Colonel Richard M. Dawson Highway Patrol Scholarship Fund Established 2004

Community Education Fund

Established 2004 Established 2007

Established 2004 Established 1997

Established 2021

Established 2001

Emmett H. Turner Scholarship Fund Established 2003

Eunice Lou Gower McHugh Scholarship Fund Established 2008

Established 1996

Fentress County Dual Credit Scholarship Fund

Cynthia and Alan Baran Fine Arts and Music Scholarship Fund

First Cumberland Properties Scholarship Fund

Established 2003

Established 2004

Established 2017

Dariana Marie Byone Memorial Scholarship Fund

First Generation College Opportunity Fund

Established 2017

Established 2021

David Williams II Scholarship Fund

Follow Your Heart Scholarship Fund

Established 2019

Established 2016

Davidson County Democratic Women/Shannon Wood Scholarship Fund

Frank and Charlene Harris Scholarship Fund

Established 2008

DBI Scholarship Fund Established 2003

Dennis Greeno & Joan Signorille Scholarship Fund

Established 2005

Franklin County Arts Guild Scholarship Established 2017

Genesco Scholarship Fund Established 1999

Established 2015

SCHOLARSHIP FUNDS

50

George E. French III Scholarship Fund

Josh Turner Scholarship Fund for the Arts

George Oliver Benton Memorial Scholarship Fund

Journeys Attitude That Cares Scholarship Fund

Heloise Werthan Kuhn Scholarship Fund

JubiLee Scholarship Fund

Howard A. Clark Horticulture Scholarship Fund

Juliann and Joe Maxwell Scholarship Fund

Issac Wilson Carney II Scholarship Fund

Juliann King Maxwell Scholarship Fund for Riverview High School

Established 2018

Established 2001 Established 2001

Established 2008 Established 2017

J.Y. Carter Excellence in the Arts Scholarship Fund Established 2015

Jacob Sprinkle Memorial Scholarship Established 2014

James Edward Bill Richards Scholarship Fund Established 2001

Jamye Johnson Smith Memorial Scholarship Established 2016

Jay Frank Memorial Musical Scholarship Fund Established 2019

Jennifer Ingrum Scholarship Fund Established 2005

Jerry Newson Scholarship Fund Established 1997

Jimmy Edwards Scholarship Fund Established 2001

JoAhn Brown Nash Memorial Scholarship Fund Established 2002

John A. Cloud Memorial Scholarship Fund Established 2019

John E. Mayfield ABLE Scholarship Fund

Established 2008 Established 2019

Established 2005

Established 2006

Established 2006

Katherine Rose Davis Scholarship Fund Established 2021

Kathy D. and Stephen J. Anderson Scholarship Fund Established 2005

Katie Rose Martin Scholarship Fund Established 2010

Ken Shipp Scholarship Fund Established 2009

Knox Hume Scholarship Fund Established 2007

LaHaunn Moore Hope Scholarship Fund Established 2022

Laurie P. Poole Scholarship for the Visual Arts Fund Established 2013

Lebanon High School Alumni Scholarship Endowment Fund Established 2011

Leigh Carter Scholarship Fund Established 2001

Lillian V. Watson Scholarship Fund Established 2022

Established 2002

Lt. Holly Adams Memorial Scholarship Fund

John E. Mayfield Kiwanis Club of Cheatham County Scholarship Fund

Mary Ellen Merritt Dougherty Memorial Scholarship Fund

Established 2017

Established 2006 Established 2021

John E. Mayfield Scholarship Fund for Cheatham County Central High School

Maude Keisling/Cumberland County Extension Homemakers Scholarship Fund

John E. Mayfield Scholarship Fund for Harpeth High School

Melissa Ann Haught Scholarship Fund

John E. Mayfield Scholarship Fund for Pleasant View Christian High School

Meyer D. and Dorothy C. Silverman Scholarship Fund

Established 2000 Established 2000

Established 2001

John E. Mayfield Scholarship Fund for Sycamore High School Established 2000

John W. Work III Memorial Foundation Scholarship Fund Established 2002

Established 2000 Established 2019

Established 2007

Mick Gray Barnes Memorial Scholarship Established 2016

Mike and Mary Jean Kruse Scholarship Fund Established 2003

Mitchell Patrick Mielnik Scholarship Established 2015

51

SCHOLARSHIP FUNDS

Motherless Queen Scholarship Fund

The Angela Hubbard Legacy Scholarship Fund

Nashville Academy of Medicine Alliance Scholarship Fund for Nursing

The Arthur E. Newman Scholarship Fund

Established 2020

Established 2014

Nicholson Scholarship Fund Established 2019

Pat Parker Memorial Scholarship Fund Established 2015

Paula Herring Memorial Scholarship Fund Established 2018

Pauline LaFon Gore Scholarship Fund Established 1998

PMC Cares: Scholarship Fund Established 2018

PRSA Nashville Scholarship Fund Established 2012

Rachel Allison Cate Scholarship Fund Established 2008

Ray Bishop Scholarship Fund Established 2021

Regina Higdon Scholarship Fund Established 2003

Reliant Bank Scholarship Fund Established 2009

Rep. John Lewis Way Committee Scholarship Fund Established 2022

Rex and Karla Stannard Scholarship for Overton and Clay Counties in Tennessee Established 2020

Richie Stevenson Scholarship Fund Established 2000

Robert Sr. and Mary Churchwell Scholarship Fund Established 2010

Senator Carl O. Koella, Jr. Memorial Scholarship Fund Established 1999

Established 2021

Established 2015

The Brad Butkiewicz Memorial Scholarship Established 2012

The CoreCivic Scholarship Fund Established 2014

The David Anderson Scholarship Established 2015

The Dedication, Service and Thanks Scholarship Established 2016

The Dr. Diane Greer Walker Memorial Scholarship Fund Established 2014

The Dr. Emma Jean Lambert Memorial Scholarship Fund Established 2020

The Ed and Charlie B. Temple Scholarship Fund Established 2016

The J. Barrett Melton Family Memorial Scholarship Fund Established 2022

The J. Vernon Beall and Pat Beall Scholarship Fund Established 2014

The John and Belinda Havron Scholarship Fund Established 2018

The Kent Flanagan Memorial Scholarship Established 2015

The LadyAID Scholarship Fund Established 2020

The Linda P. Hare Scholarship Fund Established 2011

The Lowell Hill, Virginia Wilson Hill and Pegine Hill Memorial Scholarship Fund Established 2022

The Naveen and Suma Srinivas Family Scholarship Fund Established 2020

SRVH Scholarship Fund

The Pastor Russell “Rusty” J. Perkins Memorial Scholarship Fund

Stewart County High School Class of 1958 Scholarship Fund

The Reverend Lonnie and Patricia Gable, Jr. Scholarship Fund

Technology Scholarship Fund

The Scott Wolf Scholarship Fund

Teddy Wilburn Scholarship Fund

The Shoot For The Future Scholarship Fund

Tennessee Trucking Foundation Scholarship Fund

The Sponsors Scholarship Fund

Established 2022

Established 2022

Established 2009 Established 2005

Established 2003

Established 2022

Established 2013 Established 2012

Established 2014

Established 2016

SCHOLARSHIP FUNDS

52

The Steve Thompson Scholarship Fund

Gilbert Family Fund

The United Paramedics of Nashville Scholarship Fund

Jane and Richard Eskind Endowed Unrestricted Fund

Thomas G. Isbell Music Scholarship

Joan Hornig Fund

Tiffany Paige Ferguson Memorial Scholarship Fund

Joe Kraft Humanitarian Award Fund

Tommy Bateman Memorial Scholarship

John F. Lee, Jr & Sara Rodes Lee Unrestricted Fund

Toward An Inclusive Architecture Scholarship Fund

Mamie S. and Thomas B. Houser Unrestricted Fund

Turner Family Scholarship Fund

Mayfield Unrestricted Fund

Walter Reece (Walt) Montgomery Scholarship Fund

Michael D. & Lisa J. Shmerling Charitable Giving Fund

Watertown High School Scholarship Fund

Noah Liff Unrestricted Fund

Established 2013

Established 2000

William and Clara Bryan Scholarship Fund

Non-Profit Insurance Fund

Established 1994

Established 1995

William Thomas McHugh and Lou Gower McHugh Scholarship Fund

Peter and Lois Fyfe Community Fund

Established 2016

Established 2003

Established 2022 Established 2018

Established 2009 Established 2007

Established 2017

Established 2014

Established 1993

Established 2022

Established 2021

Established 2000

Established 1997

Established 2021

Established 2009

Established 2008

Established 1996

Established 2016

Phillip Rush Unrestricted Fund

Wilson Waters Forrester Memorial Scholarship Established 2014

Established 2022

Ruthe D. Creighton Unrestricted Fund Established 2013

WiTT Endowment Scholarship Fund Established 2021

The Kitty and Pat Emery Fund for Nashville Established 2016

Woman’s Club of Nashville Scholarship Endowment Fund

The Tricentennial Fund

Established 2001

Established 1996

The Wayne T. and Cheryl G. Smith Unrestricted Fund Established 2016

UNRESTRICTED FUNDS Adelaide H. Hohannes Unrestricted Fund Established 2009

Unrestricted Endowment Fund Established 1993

Anne and Bob Zelle Unrestricted Fund Established 2016

Arthur J. Dyer-Nashville Bridge Company Fund Established 2015

Ben Rechter Memorial Fund Established 2021

Buhl Unrestricted Fund Established 2021

Celia and Harold Edwards Unrestricted Fund Established 2017

Founders’ Fund

Established 1993

53

SCHOLARSHIP FUNDS

UNRESTRICTED FUNDS

A DEDICATION TABLE OF CONTENTS Letter from CEO

1

New Headquarters and Branding

2

Who We Are

3-4

2022 Grantmaking Infographic

5-6

Financial Statement

7

Board

8

2022 New Funds

9-10

Local Twins Excel at Tennessee State University

11-12

Acts of Kindness Can Truly Change the World

13-14

25 Years of Broadening the Horizons of Local Black Youth

15-16

Women in Tech Scholarship Helping Students Create New Paths

17-18

The Legacy of Family Philanthropy Continues into the Next Generation

19-20

Vicki Yates Interview

21

Types of Fund

22

CFMT List of Funds Dedication to Ellen Lehman

23-53 54

The Community Foundation of Middle Tennessee dedicates this Report to the Community to Ellen Eskind Lehman, a founder, and our president, from its establishment in 1991 until her welldeserved retirement at the end of 2022.

As the organization’s leader for three-plus decades, Ellen’s influence on the Community Foundation will continue for many years. Her commitment to the betterment of Middle Tennessee by supporting the tireless work of our nonprofit partners is deeply rooted in the work we do every day.

2022 REPORT TO THE COMMUNITY

3421 Belmont Boulevard, Nashville, Tennessee 37215 615-321-4939 • 1-888-540-5200 toll-f ree • mail@cf mt.org

CFMT.org