HASLAM FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HASLAM FAMILY FOUNDATION INC (EIN 62-1692007)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202433199349100123
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T06:49:42-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570381582 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOTT DAVIS LLCPLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6286 | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 296066286 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 621692007 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HASLAM FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HASL | BusinessNameControlTxt |
| Phone | 8655004327 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1831 | AddressLine1Txt |
| City | KNOXVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER OSWALT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8652123800 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS P SELF | PreparerPersonNm |
| PTIN | P01277368 | PTIN |
| Phone | 8642423370 | PhoneNum |
| Preparation | 2024-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,385,480 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $15,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $318,114 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $318,114 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $90,109 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $90,109 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$88,318 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,952,030 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $23,377 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,274 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $15,343,282 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $413,497 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,750 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,250 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $4,809 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,809 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,494 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $72,270 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $37,451 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34,819 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $88,573 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,011 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $40,069 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,070,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,070,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,159,073 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,011 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,110,569 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,184,209 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $369,486 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $752,102 | CashBOYAmt |
| Cash EOY | $1,043,390 | CashEOYAmt |
| Cash EOYFMV | $1,043,390 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,391,173 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,119,685 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,342,090 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,143,275 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,163,075 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,385,480 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,143,275 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,163,075 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,143,275 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,163,075 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,143,275 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,163,075 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,143,275 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,184,209 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,327,484 | SubtotalAmt |
| Other Decreases | $164,409 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,163,075 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|
| LT CAPITAL LOSS FROM HASLAM PARTNERSHIPS FOUNDATION K-1 | P | 2023-12-31 | $88,573 | -$88,573 | -$88,573 | |
| ST GAIN FROM HASLAM FOUNDATIONS PARTNERSHIP K-1 | P | 2023-12-31 | $73 | $73 | $73 | |
| SHORT TERM GAIN FROM NORTHERN TRUST 21827 | P | 2023-12-31 | $4,951,775 | $182 | $182 | $4,951,957 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$88,318 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,136 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,136 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,136 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,374 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,374 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15,238 | OverpaymentAmt |
| Applied To ES Tax | $15,238 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HF CAPITAL LLC ATTN JENNIFER OSWAL | IndividualWithBooksNm |
| Phone | 8655004327 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1831 | AddressLine1Txt |
| City | KNOXVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES A HASLAM II | ||||||||
| PO BOX 1831 | KNOXVILLE | TN | 37901 | DIRECTOR, PRESIDENT | 0.50 | $0 | $0 | $0 |
| JAMES A HASLAM III | ||||||||
| PO BOX 1831 | KNOXVILLE | TN | 37901 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| WILLIAM E HASLAM | ||||||||
| PO BOX 1831 | KNOXVILLE | TN | 37901 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| NATALIE L HASLAM | ||||||||
| PO BOX 1831 | KNOXVILLE | TN | 37901 | DIRECTOR, SECRETARY | 0.50 | $0 | $0 | $0 |
| ANN HASLAM BAILEY | ||||||||
| PO BOX 1831 | KNOXVILLE | TN | 37919 | DIRECTOR, VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| JENNIFER OSWALT | ||||||||
| PO BOX 1831 | KNOXVILLE | TN | 37901 | DIRECTOR, TREASURER | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,212,892 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,496,885 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,631,891 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,341,668 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,341,668 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $335,125 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,006,543 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,100,327 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,100,327 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,136 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,769 | IncomeTaxAmt |
| Total Tax | $8,905 | TotalTaxAmt |
| Distributable Before Adj | $1,091,422 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,091,422 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,091,422 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,110,569 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,110,569 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,091,422 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,610,116 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,767,701 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,570,449 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,253,880 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,099,264 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $63,301,410 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,110,569 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,091,422 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,019,147 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $65,320,557 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $8,610,116 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $56,710,441 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,767,701 | ExcessFromYear4Amt |
| Excess From Year3 | $21,570,449 | ExcessFromYear3Amt |
| Excess From Year2 | $13,253,880 | ExcessFromYear2Amt |
| Excess From Year1 | $3,099,264 | ExcessFromYear1Amt |
| Excess From Current Year | $2,019,147 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES A HASLAM II | ContributingManagerNm |
| Contributing Manager | JAMES A HASLAM III | ContributingManagerNm |
| Contributing Manager | WILLIAM E HASLAM | ContributingManagerNm |
| Contributing Manager | ANN HASLAM BAILEY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JENNIFER OSWALT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1831 | AddressLine1Txt |
| City | KNOXVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8655004327 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION SHOULD BE SUBMITTED IN THE FORM OF A WRITTEN REQUEST STATING THE AMOUNT AND PURPOSE OF THE REQUEST, INCLUDING THE MOST RECENT AUDITED FINANCIAL STATEMENTS, AND A COPY OF THE TAX-EXEMPT RULING. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MAY 31 AND NOVEMBER 30. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ONLY AWARDED TO TAX-EXEMPT 501(C)(3) ORGANIZATIONS. PREFERENCE IS GIVEN TO ORGANIZATIONS IN THE EAST TENNESSEE AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS OF EAST TENNESSE | |||||||
| 1100 MARION ST | KNOXVILLE | TN | 37921 | NONE | PC | GENERAL OPERATING SUPPORT | $150,000 |
| BOY SCOUTS OF AMERICA MIDDLE TN COUNCIL | |||||||
| 461 WESTERN RESERVE | CLEVELAND | OH | 44114 | NONE | PC | DONATION | $20,000 |
| EAST TENNESSEE CHILDREN'S HOSPITAL | |||||||
| 2018 W CLINCH AVENUE | KNOXVILLE | TN | 37916 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| FRIENDS OF GREAT SMOKY MOUNTAINS NATIONAL | |||||||
| PO BOX 1660 | KODAK | TN | 37764 | NONE | PC | 2023 EVERGREEN BALL | $10,000 |
| FRIENDS OF TN'S BABIES WITH SPECIAL NEEDS | |||||||
| PO BOX 544 | ALCOA | TN | 37701 | NONE | PC | GENERAL OPERATING SUPPORT | $12,500 |
| GREAT SMOKY MOUNTAIN INSTITUTE | |||||||
| 9275 TREMONT RD | TOWNSEND | TN | 37882 | NONE | PC | MARBLEGATE FARM EVENT | $5,000 |
| HORATIO ALGER ASSOCIATION | |||||||
| 99 CANAL CNTER PLAZA STE 320 | ALEXANDRIA | VA | 22314 | NONE | PC | EDUCATION FUND | $100,000 |
| IJAMS NATURE CENTER INC | |||||||
| 2915 ISLAND HOME AVE | KNOXVILLE | TN | 37920 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| INTERFAITH HEALTH CLINIC INC | |||||||
| 315 GILL AVE | KNOXVILLE | TN | 37917 | NONE | PC | DONATION | $10,000 |
| JONI & FRIENDS | |||||||
| PO BOX 3333 | AGOURA HILLS | CA | 91376 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| LEADERSHIP KNOXVILLE | |||||||
| 718 THOMPSON LN | NASHVILLE | TN | 37204 | NONE | PC | HONEY ALEXANDER MEMORIAL SCHOLARSHIP FUND | $50,000 |
| LEADERSHIP TENNESSEE | |||||||
| 718 THOMPSON LN | NASHVILLE | TN | 37204 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 |
| MENTAL HEALTH ASSOCIATION OF EAST TN | |||||||
| 9050 EXECUTIVE PARK DR | KNOXVILLE | TN | 37923 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| NASHVILLE SYMPHONY ASSOCIATION | |||||||
| 1 SYMPHONY PLACE | NASHVILLE | TN | 37201 | NONE | PC | DONATION | $250,000 |
| RESTORATION HOUSE OF EAST TENNESSEE | |||||||
| 2205 VILLAGE PL WAY | KNOXVILLE | TN | 37923 | NONE | PC | OLIVE TREE EARLY LEARNING ACADEMY | $100,000 |
| ST JOHN'S CATHEDRAL | |||||||
| 413 CUMBERLAND AVE | KNOXVILLE | TN | 37902 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 |
| TENNESSEE FINANCIAL LITERACY COMMISSION | |||||||
| 1 CAMERON HILL CIRCLE | CHATTANOOGA | TN | 37402 | NONE | PC | 2023 TENNESSEE FINANCIAL LITERACY COMMISSION SPONSOR | $25,000 |
| TENNESSEE STAGE COMPANY | |||||||
| 100 S GAT ST | KNOXVILLE | TN | 37902 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| TENNESSEE STATE COLLABORATIVE ON REFORMIN | |||||||
| 1207 18TH AVE S | NASHVILLE | TN | 37212 | NONE | PC | GENERAL OPERATING SUPPORT | $1,200,000 |
| THE UNIVERSITY OF TENNESSEE FOUNDATION | |||||||
| 1525 UNIVERSITY AVENUE | KNOXVILLE | TN | 37921 | NONE | PC | SCHOOL OF MUSIC GALA | $10,000 |
| THE UNIVERSITY OF TENNESSEE FOUNDATION | |||||||
| 1525 UNIVERSITY AVENUE | KNOXVILLE | TN | 37921 | NONE | PC | UT GARDEN ENDOWMENT | $500,000 |
| WEBB SCHOOL OF KNOXVILLE | |||||||
| 9800 WEBB SCHOOL LN | KNOXVILLE | TN | 37923 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| YWCA | |||||||
| 420 CLINCH AVE | KNOXVILLE | TN | 37902 | NONE | PC | RENOVATIONS TO BUILDING AND AQUATICS FACILITIES | $50,000 |
| HORATIO ALGER ASSOCIATION | |||||||
| 99 CANAL CNTER PLAZA STE 320 | ALEXANDRIA | VA | 22314 | NONE | PC | TENNESSEE STATE SCHOLARSHIP PROGRAM | $100,000 |
| LEADERSHIP KNOXVILLE | |||||||
| 718 THOMPSON LN | NASHVILLE | TN | 37204 | NONE | PC | NATALIE HASLAM INTO KNOXVILLE SCHOLARSHIP FUND | $100,000 |
| YOUNGLIFE KNOXVILLE | |||||||
| 911 MOUNTCASTLE ST SW | KNOXVILLE | TN | 37916 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| KNOXVILLE HISTORY PROJECT | |||||||
| 123 N GAY ST SUITE C | KNOXVILLE | TN | 37902 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| TENNESSEE FFA FOUNDATION INC | |||||||
| BOX 5034 TENNESSEE TECH UNIVERSITY | COOKEVILLE | TN | 385050001 | NONE | PC | 2023 TN STATE FAIR FFA HAM BREAKFAST | $2,000 |
| SECOND HARVEST FOOD BANK OF MIDDLE TENNESSEE | |||||||
| 331 GREAT CIRCLE RD | NASHVILLE | TN | 37228 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| KNOXVILLE EPISCOPAL SCHOOL PROJECT INC | |||||||
| 950 EPISCOPAL SCHOOL WAY | KNOXVILLE | TN | 27932 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| BIG EARS FESTIVAL | |||||||
| PO BOX 217 | KNOXVILLE | TN | 37901 | NONE | PC | GENERAL OPERATING SUPPORT | $225,000 |
| KNOXVILLE SYMPHONY SOCIETY INC | |||||||
| 100 S GAY ST 302 | KNOXVILLE | TN | 37902 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,070,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $318,114 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $90,109 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,274 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$88,318 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBTI FROM PASSTHROUGHS | Desc |
| Unrelated Business Taxbl Incm | $18,103 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $18,103 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $325,179 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $343,282 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PILOT CORPORATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5508 LONAS RD | AddressLine1Txt |
| City | KNOXVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37909 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HASLAM FOUNDATIONS PARTNERSHIP | $527,979 | $530,338 |
| NEXPHASE CAPITAL FUND III, LP | $431,426 | $385,969 |
| NORTHERN TRUST INVESTMENT ACCOUNT | $15,160,280 | $15,425,783 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,000 | LegalFeesAmt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,250 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $164,409 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $20 | $5 | $15 |
| INSURANCE | $46,405 | $11,601 | $34,804 |
| OTHER DEDUCTIONS FROM PASSTHROUGH | $25,845 | $25,845 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTIES FROM PASSTHROUGH | $2 | $2 | $2 |
| OTHER INCOME FROM PASSTHROUGH | $5,272 | $5,272 | $5,272 |
| UBTI FROM PASSTHROUGHS | $18,103 | $0 | $18,103 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $4,809 | Amt |
| Net Investment Income | $4,809 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1 | $1 | $0 |
| FEDERAL EXCISE TAX | $4,493 | $0 | $0 |
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