HASLAM FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HASLAM FAMILY FOUNDATION INC (EIN 62-1692007)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202333189349101628
- Schema version
- 2022v5.0
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T09:49:34-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JENNIFER | PersonFirstNm |
| Person Last | OSWALT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS P SELF | PreparerPersonNm |
| PTIN | P01277368 | PTIN |
| Phone | 8642423370 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,099,576 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $21,132 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,132 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $118,898 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $118,898 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $906,895 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $983,191 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $906,895 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17,139 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $710 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,064,064 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,047,635 | 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 | $7,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,875 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,625 | LegalFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $589 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $147 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $442 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $40,787 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $91,684 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $55,952 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35,732 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $140,560 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,975 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,799 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,374,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,374,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,515,060 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,975 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,416,299 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,450,996 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $989,660 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,358,590 | CashBOYAmt |
| Cash EOY | $752,102 | CashEOYAmt |
| Cash EOYFMV | $752,102 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,235,681 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,391,173 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,347,474 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,594,271 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,143,275 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,099,576 | 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 | $7,594,271 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,143,275 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,594,271 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,143,275 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,594,271 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,143,275 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,594,271 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,450,996 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,143,275 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,143,275 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| LT CAPITAL GAIN FROM NEXPHASE CAPITAL FUND III K-1 | P | 2022-12-31 | $983,191 | $983,191 | $983,191 | |
| LT CAPITAL LOSS FROM HASLAM FOUNDATIONS PARTNERSHIP K-1 | P | 2022-12-31 | -$76,286 | -$76,286 | $76,286 | |
| ST CAPITAL LOSS FROM HASLAM FOUNDATIONS PARTNERSHIP K-1 | P | 2022-12-31 | -$10 | -$10 | $10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $906,895 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,756 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,756 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,756 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,862 | 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 | $34,862 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,106 | OverpaymentAmt |
| Applied To ES Tax | $21,106 | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,565,432 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,195,603 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,761,035 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,761,035 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $101,416 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,659,619 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $332,981 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $332,981 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,756 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,190 | IncomeTaxAmt |
| Total Tax | $15,946 | TotalTaxAmt |
| Distributable Before Adj | $317,035 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $317,035 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $317,035 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,416,299 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,416,299 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $317,035 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,630,787 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,610,116 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $16,767,701 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,570,449 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,253,880 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $65,832,933 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,416,299 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $317,035 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,099,264 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $68,932,197 | 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 | $5,630,787 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $63,301,410 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,610,116 | ExcessFromYear4Amt |
| Excess From Year3 | $16,767,701 | ExcessFromYear3Amt |
| Excess From Year2 | $21,570,449 | ExcessFromYear2Amt |
| Excess From Year1 | $13,253,880 | ExcessFromYear1Amt |
| Excess From Current Year | $3,099,264 | 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 (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GREAT SMOKY MOUNTAIN INSTITUTE | |||||||
| 9275 TREMONT RD | TOWNSEND | TN | 37882 | NONE | PC | MARBLEGATE FARM EVENT | $5,000 |
| JDRF INTERNATIONAL | |||||||
| 200 VESEY ST 28TH FLOOR | NEW YORK | NY | 10281 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| TENNESSEE STAGE COMPANY | |||||||
| 100 S GAT ST | KNOXVILLE | TN | 37902 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| METRO DRUG COALITION | |||||||
| 530 W FIFTH AVENUE | KNOXVILLE | TN | 37917 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| EAST TENNESSEE FOUNDATION | |||||||
| 520 W SUMMIT HILL DR SW | KNOXVILLE | TN | 37902 | NONE | PC | PICKLEBALL FOR PAT/THE PAT SUMMITT FOUNDATION | $10,000 |
| LEADERSHIP TENNESSEE | |||||||
| 718 THOMPSON LN | NASHVILLE | TN | 37204 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| MENTAL HEALTH ASSOCIATION OF EAST TN | |||||||
| 9050 EXECUTIVE PARK DR | KNOXVILLE | TN | 37923 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| LEADERSHIP KNOXVILLE | |||||||
| 718 THOMPSON LN | NASHVILLE | TN | 37204 | NONE | PC | LEADERSHIP KNOXVILLE CLASS OF 2023 SCHOLARSHIPS | $12,000 |
| KNOXVILLE ZOOLOGICAL GARDENS INC | |||||||
| 3500 KNOXVILLE ZOO DR | KNOXVILLE | TN | 37914 | NONE | PC | HONORABLE OTTER SPONSORSHIP-ZOOFARI 2022 | $17,500 |
| UNITED WAY OF GREATER KNOXVILLE INC | |||||||
| 1301 HANNAH AVE | KNOXVILLE | TN | 37921 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| DIOCESE OF EAST TENNESSEE | |||||||
| 814 EPISCOPAL SCHOOL WAY | KNOXVILLE | TN | 37932 | NONE | PC | HASLAM SEMINARIAN SCHOLARSHIP FUND | $20,000 |
| THE MEND HOUSE | |||||||
| 308 KNOX RD | KNOXVILLE | TN | 37918 | NONE | PC | CAPITAL FUNDRAISER | $25,000 |
| EAST TENNESSEE CHILDREN'S HOSPITAL | |||||||
| 2018 W CLINCH AVENUE | KNOXVILLE | TN | 37916 | NONE | PC | CARLTON M. LONG NICU GARDEN | $25,000 |
| KNOXVILLE AREA URBAN LEAGUE | |||||||
| 1514 E 5TH AVE | KNOXVILLE | TN | 37917 | NONE | PC | CAPITAL CAMPAIGN | $50,000 |
| KNOX EDUCATION FOUNDATION | |||||||
| 400 W SUMMIT HILL DR UTT 385 | KNOXVILLE | TN | 37902 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 |
| BIG BROTHERS BIG SISTERS OF EAST TENNESSE | |||||||
| 1100 MARION ST | KNOXVILLE | TN | 37921 | NONE | PC | GENERAL OPERATING SUPPORT 2022-2023 | $100,000 |
| THE UNIVERSITY OF TENNESSEE FOUNDATION | |||||||
| 1525 UNIVERSITY AVENUE | KNOXVILLE | TN | 37921 | NONE | PC | LIBRARIES PROJECT FUND | $200,000 |
| TENNESSEE STATE COLLABORATIVE ON REFORMIN | |||||||
| 1207 18TH AVE S | NASHVILLE | TN | 37212 | NONE | PC | GENERAL OPERATING SUPPORT | $250,000 |
| THE UNIVERSITY OF TENNESSEE FOUNDATION | |||||||
| 1525 UNIVERSITY AVENUE | KNOXVILLE | TN | 37921 | NONE | PC | NATALIE L HASLAM SCHOOL OF MUSIC DIRECTOR'S ENDOWMENT | $1,000,000 |
| THE CLEVELAND CLINIC FOUNDATION | |||||||
| PO BOX 931517 | CLEVELAND | OH | 44193 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,374,500 | 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 | $21,132 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $118,898 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,710 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $906,895 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBTI FROM PASSTHROUGHS | Desc |
| Unrelated Business Taxbl Incm | $11,429 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $11,429 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,052,635 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,064,064 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HASLAM FOUNDATIONS PARTNERSHIP | $3,970,148 | $3,972,506 |
| NEXPHASE CAPITAL FUND III, LP | $421,025 | $374,968 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,500 | LegalFeesAmt |
| Net Investment Income | $1,875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,625 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $40 | $10 | $30 |
| INSURANCE | $46,405 | $11,601 | $34,804 |
| OTHER DEDUCTIONS FROM PASSTHROUGH | $44,042 | $44,042 | $0 |
| MISCELLANEOUS | $1,197 | $299 | $898 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ORDINARY INCOME FROM K-1 | $704 | $704 | $704 |
| ROYALTIES FROM PASSTHROUGH | $6 | $6 | $6 |
| OTHER INCOME | $5,000 | $0 | $0 |
| UBTI FROM PASSTHROUGHS | $11,429 | $0 | $11,429 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1 | $1 | $0 |
| FEDERAL EXCISE TAX | $40,786 | $0 | $0 |
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