2024-11-14T06:49:42-06:00 2023-12-31 570381582 ELLIOTT DAVIS LLCPLLC PO BOX 6286 GREENVILLE SC 296066286 990PF 2023-01-01 621692007 HASLAM FAMILY FOUNDATION INC HASL 8655004327 PO BOX 1831 KNOXVILLE TN 37901 JENNIFER OSWALT DIRECTOR 8652123800 2024-11-13 1 1 THOMAS P SELF P01277368 8642423370 2024-11-04 2023 2024-10-15 13:58:12Z X 17385480 X 15000000 318114 318114 90109 90109 -88318 4952030 0 23377 5274 15343282 413497 0 0 0 7000 1750 5250 4809 4809 0 4494 1 0 72270 37451 34819 88573 44011 40069 3070500 3070500 3159073 44011 3110569 12184209 369486 752102 1043390 1043390 4391173 16119685 16342090 5143275 17163075 17385480 0 0 X 0 0 0 0 5143275 17163075 5143275 17163075 5143275 17163075 5143275 12184209 0 17327484 164409 17163075 LT CAPITAL LOSS FROM HASLAM PARTNERSHIPS FOUNDATION K-1 P 2023-12-31 88573 -88573 -88573 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 4951957 4951775 182 182 -88318 5136 0 5136 0 5136 20374 0 0 0 20374 0 15238 15238 0 0 0 0 0 0 0 0 0 1 1 0 0 1 TN 1 0 0 0 0 1 N/A HF CAPITAL LLC ATTN JENNIFER OSWAL 8655004327 PO BOX 1831 KNOXVILLE TN 37901 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 15212892 4496885 2631891 22341668 0 0 22341668 335125 22006543 1100327 1100327 5136 3769 8905 1091422 0 1091422 0 1091422 3110569 0 3110569 1091422 0 0 8610116 16767701 21570449 13253880 3099264 63301410 3110569 0 0 0 1091422 2019147 0 0 65320557 0 0 0 0 0 0 8610116 56710441 16767701 21570449 13253880 3099264 2019147 JAMES A HASLAM II JAMES A HASLAM III WILLIAM E HASLAM ANN HASLAM BAILEY JENNIFER OSWALT PO BOX 1831 KNOXVILLE TN 37901 8655004327 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. MAY 31 AND NOVEMBER 30. ONLY AWARDED TO TAX-EXEMPT 501(C)(3) ORGANIZATIONS. PREFERENCE IS GIVEN TO ORGANIZATIONS IN THE EAST TENNESSEE AREA. BIG BROTHERS BIG SISTERS OF EAST TENNESSE 1100 MARION ST KNOXVILLE TN 37921 NONE PC GENERAL OPERATING SUPPORT 150000 BOY SCOUTS OF AMERICA MIDDLE TN COUNCIL 461 WESTERN RESERVE CLEVELAND OH 44114 NONE PC DONATION 20000 EAST TENNESSEE CHILDREN'S HOSPITAL 2018 W CLINCH AVENUE KNOXVILLE TN 37916 NONE PC GENERAL OPERATING SUPPORT 10000 FRIENDS OF GREAT SMOKY MOUNTAINS NATIONAL PO BOX 1660 KODAK TN 37764 NONE PC 2023 EVERGREEN BALL 10000 FRIENDS OF TN'S BABIES WITH SPECIAL NEEDS PO BOX 544 ALCOA TN 37701 NONE PC GENERAL OPERATING SUPPORT 12500 GREAT SMOKY MOUNTAIN INSTITUTE 9275 TREMONT RD TOWNSEND TN 37882 NONE PC MARBLEGATE FARM EVENT 5000 HORATIO ALGER ASSOCIATION 99 CANAL CNTER PLAZA STE 320 ALEXANDRIA VA 22314 NONE PC EDUCATION FUND 100000 IJAMS NATURE CENTER INC 2915 ISLAND HOME AVE KNOXVILLE TN 37920 NONE PC GENERAL OPERATING SUPPORT 20000 INTERFAITH HEALTH CLINIC INC 315 GILL AVE KNOXVILLE TN 37917 NONE PC DONATION 10000 JONI & FRIENDS PO BOX 3333 AGOURA HILLS CA 91376 NONE PC GENERAL OPERATING SUPPORT 10000 LEADERSHIP KNOXVILLE 718 THOMPSON LN NASHVILLE TN 37204 NONE PC HONEY ALEXANDER MEMORIAL SCHOLARSHIP FUND 50000 LEADERSHIP TENNESSEE 718 THOMPSON LN NASHVILLE TN 37204 NONE PC GENERAL OPERATING SUPPORT 15000 MENTAL HEALTH ASSOCIATION OF EAST TN 9050 EXECUTIVE PARK DR KNOXVILLE TN 37923 NONE PC GENERAL OPERATING SUPPORT 5000 NASHVILLE SYMPHONY ASSOCIATION 1 SYMPHONY PLACE NASHVILLE TN 37201 NONE PC DONATION 250000 RESTORATION HOUSE OF EAST TENNESSEE 2205 VILLAGE PL WAY KNOXVILLE TN 37923 NONE PC OLIVE TREE EARLY LEARNING ACADEMY 100000 ST JOHN'S CATHEDRAL 413 CUMBERLAND AVE KNOXVILLE TN 37902 NONE PC GENERAL OPERATING SUPPORT 15000 TENNESSEE FINANCIAL LITERACY COMMISSION 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 NONE PC 2023 TENNESSEE FINANCIAL LITERACY COMMISSION SPONSOR 25000 TENNESSEE STAGE COMPANY 100 S GAT ST KNOXVILLE TN 37902 NONE PC GENERAL OPERATING SUPPORT 2500 TENNESSEE STATE COLLABORATIVE ON REFORMIN 1207 18TH AVE S NASHVILLE TN 37212 NONE PC GENERAL OPERATING SUPPORT 1200000 THE UNIVERSITY OF TENNESSEE FOUNDATION 1525 UNIVERSITY AVENUE KNOXVILLE TN 37921 NONE PC SCHOOL OF MUSIC GALA 10000 THE UNIVERSITY OF TENNESSEE FOUNDATION 1525 UNIVERSITY AVENUE KNOXVILLE TN 37921 NONE PC UT GARDEN ENDOWMENT 500000 WEBB SCHOOL OF KNOXVILLE 9800 WEBB SCHOOL LN KNOXVILLE TN 37923 NONE PC GENERAL OPERATING SUPPORT 5000 YWCA 420 CLINCH AVE KNOXVILLE TN 37902 NONE PC RENOVATIONS TO BUILDING AND AQUATICS FACILITIES 50000 HORATIO ALGER ASSOCIATION 99 CANAL CNTER PLAZA STE 320 ALEXANDRIA VA 22314 NONE PC TENNESSEE STATE SCHOLARSHIP PROGRAM 100000 LEADERSHIP KNOXVILLE 718 THOMPSON LN NASHVILLE TN 37204 NONE PC NATALIE HASLAM INTO KNOXVILLE SCHOLARSHIP FUND 100000 YOUNGLIFE KNOXVILLE 911 MOUNTCASTLE ST SW KNOXVILLE TN 37916 NONE PC GENERAL OPERATING SUPPORT 50000 KNOXVILLE HISTORY PROJECT 123 N GAY ST SUITE C KNOXVILLE TN 37902 NONE PC GENERAL OPERATING SUPPORT 2500 TENNESSEE FFA FOUNDATION INC BOX 5034 TENNESSEE TECH UNIVERSITY COOKEVILLE TN 385050001 NONE PC 2023 TN STATE FAIR FFA HAM BREAKFAST 2000 SECOND HARVEST FOOD BANK OF MIDDLE TENNESSEE 331 GREAT CIRCLE RD NASHVILLE TN 37228 NONE PC GENERAL OPERATING SUPPORT 1000 KNOXVILLE EPISCOPAL SCHOOL PROJECT INC 950 EPISCOPAL SCHOOL WAY KNOXVILLE TN 27932 NONE PC GENERAL OPERATING SUPPORT 5000 BIG EARS FESTIVAL PO BOX 217 KNOXVILLE TN 37901 NONE PC GENERAL OPERATING SUPPORT 225000 KNOXVILLE SYMPHONY SOCIETY INC 100 S GAY ST 302 KNOXVILLE TN 37902 NONE PC GENERAL OPERATING SUPPORT 10000 3070500 0 14 318114 14 90109 14 5274 18 -88318 UBTI FROM PASSTHROUGHS 18103 18103 325179 0 343282 0 0 0 0 0 0 0 0 0 0 X X 1 PILOT CORPORATION 5508 LONAS RD KNOXVILLE TN 37909 15000000 X HASLAM FOUNDATIONS PARTNERSHIP 527979 530338 NEXPHASE CAPITAL FUND III, LP 431426 385969 NORTHERN TRUST INVESTMENT ACCOUNT 15160280 15425783 LEGAL FEES 7000 1750 5250 PRIOR PERIOD ADJUSTMENT 164409 DUES & SUBSCRIPTIONS 20 5 15 INSURANCE 46405 11601 34804 OTHER DEDUCTIONS FROM PASSTHROUGH 25845 25845 0 ROYALTIES FROM PASSTHROUGH 2 2 2 OTHER INCOME FROM PASSTHROUGH 5272 5272 5272 UBTI FROM PASSTHROUGHS 18103 0 18103 INVESTMENT MANAGEMENT FEES 4809 4809 0 FOREIGN TAX 1 1 0 FEDERAL EXCISE TAX 4493 0 0