2023-11-14T09:49:34-06:00 2022-12-31 570381582 ELLIOTT DAVIS LLCPLLC PO BOX 6286 GREENVILLE SC 296066286 990PF 2022-01-01 621692007 HASLAM FAMILY FOUNDATION INC HASL 8655004327 PO BOX 1831 KNOXVILLE TN 37901 JENNIFER OSWALT DIRECTOR 8652123800 2023-11-13 1 JENNIFER OSWALT 999009999 0 THOMAS P SELF P01277368 8642423370 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 5099576 X X 21132 21132 118898 118898 906895 983191 906895 17139 710 1064064 1047635 0 0 0 7500 1875 5625 589 147 442 40787 1 0 91684 55952 35732 140560 57975 41799 3374500 3374500 3515060 57975 3416299 -2450996 989660 1358590 752102 752102 6235681 4391173 4347474 7594271 5143275 5099576 0 0 X 0 0 0 0 7594271 5143275 7594271 5143275 7594271 5143275 7594271 -2450996 0 5143275 0 5143275 LT CAPITAL GAIN FROM NEXPHASE CAPITAL FUND III K-1 P 2022-12-31 983191 983191 983191 LT CAPITAL LOSS FROM HASLAM FOUNDATIONS PARTNERSHIP K-1 P 2022-12-31 76286 -76286 -76286 ST CAPITAL LOSS FROM HASLAM FOUNDATIONS PARTNERSHIP K-1 P 2022-12-31 10 -10 -10 906895 13756 0 13756 0 13756 34862 0 0 0 34862 0 21106 21106 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 0 1565432 5195603 6761035 0 0 6761035 101416 6659619 332981 332981 13756 2190 15946 317035 0 317035 0 317035 3416299 0 3416299 317035 0 0 5630787 8610116 16767701 21570449 13253880 65832933 3416299 0 0 0 317035 3099264 0 0 68932197 0 0 0 0 0 0 5630787 63301410 8610116 16767701 21570449 13253880 3099264 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. GREAT SMOKY MOUNTAIN INSTITUTE 9275 TREMONT RD TOWNSEND TN 37882 NONE PC MARBLEGATE FARM EVENT 5000 JDRF INTERNATIONAL 200 VESEY ST 28TH FLOOR NEW YORK NY 10281 NONE PC GENERAL OPERATING SUPPORT 5000 TENNESSEE STAGE COMPANY 100 S GAT ST KNOXVILLE TN 37902 NONE PC GENERAL OPERATING SUPPORT 5000 METRO DRUG COALITION 530 W FIFTH AVENUE KNOXVILLE TN 37917 NONE PC GENERAL OPERATING SUPPORT 10000 EAST TENNESSEE FOUNDATION 520 W SUMMIT HILL DR SW KNOXVILLE TN 37902 NONE PC PICKLEBALL FOR PAT/THE PAT SUMMITT FOUNDATION 10000 LEADERSHIP TENNESSEE 718 THOMPSON LN NASHVILLE TN 37204 NONE PC GENERAL OPERATING SUPPORT 10000 MENTAL HEALTH ASSOCIATION OF EAST TN 9050 EXECUTIVE PARK DR KNOXVILLE TN 37923 NONE PC GENERAL OPERATING SUPPORT 10000 LEADERSHIP KNOXVILLE 718 THOMPSON LN NASHVILLE TN 37204 NONE PC LEADERSHIP KNOXVILLE CLASS OF 2023 SCHOLARSHIPS 12000 KNOXVILLE ZOOLOGICAL GARDENS INC 3500 KNOXVILLE ZOO DR KNOXVILLE TN 37914 NONE PC HONORABLE OTTER SPONSORSHIP-ZOOFARI 2022 17500 UNITED WAY OF GREATER KNOXVILLE INC 1301 HANNAH AVE KNOXVILLE TN 37921 NONE PC GENERAL OPERATING SUPPORT 20000 DIOCESE OF EAST TENNESSEE 814 EPISCOPAL SCHOOL WAY KNOXVILLE TN 37932 NONE PC HASLAM SEMINARIAN SCHOLARSHIP FUND 20000 THE MEND HOUSE 308 KNOX RD KNOXVILLE TN 37918 NONE PC CAPITAL FUNDRAISER 25000 EAST TENNESSEE CHILDREN'S HOSPITAL 2018 W CLINCH AVENUE KNOXVILLE TN 37916 NONE PC CARLTON M. LONG NICU GARDEN 25000 KNOXVILLE AREA URBAN LEAGUE 1514 E 5TH AVE KNOXVILLE TN 37917 NONE PC CAPITAL CAMPAIGN 50000 KNOX EDUCATION FOUNDATION 400 W SUMMIT HILL DR UTT 385 KNOXVILLE TN 37902 NONE PC GENERAL OPERATING SUPPORT 100000 BIG BROTHERS BIG SISTERS OF EAST TENNESSE 1100 MARION ST KNOXVILLE TN 37921 NONE PC GENERAL OPERATING SUPPORT 2022-2023 100000 THE UNIVERSITY OF TENNESSEE FOUNDATION 1525 UNIVERSITY AVENUE KNOXVILLE TN 37921 NONE PC LIBRARIES PROJECT FUND 200000 TENNESSEE STATE COLLABORATIVE ON REFORMIN 1207 18TH AVE S NASHVILLE TN 37212 NONE PC GENERAL OPERATING SUPPORT 250000 THE UNIVERSITY OF TENNESSEE FOUNDATION 1525 UNIVERSITY AVENUE KNOXVILLE TN 37921 NONE PC NATALIE L HASLAM SCHOOL OF MUSIC DIRECTOR'S ENDOWMENT 1000000 THE CLEVELAND CLINIC FOUNDATION PO BOX 931517 CLEVELAND OH 44193 NONE PC GENERAL OPERATING SUPPORT 1500000 3374500 0 14 21132 14 118898 14 5710 18 906895 UBTI FROM PASSTHROUGHS 11429 11429 1052635 0 1064064 0 0 0 0 0 0 0 0 0 0 HASLAM FOUNDATIONS PARTNERSHIP 3970148 3972506 NEXPHASE CAPITAL FUND III, LP 421025 374968 LEGAL FEES 7500 1875 5625 DUES & SUBSCRIPTIONS 40 10 30 INSURANCE 46405 11601 34804 OTHER DEDUCTIONS FROM PASSTHROUGH 44042 44042 0 MISCELLANEOUS 1197 299 898 ORDINARY INCOME FROM K-1 704 704 704 ROYALTIES FROM PASSTHROUGH 6 6 6 OTHER INCOME 5000 0 0 UBTI FROM PASSTHROUGHS 11429 0 11429 FOREIGN TAX 1 1 0 FEDERAL EXCISE TAX 40786 0 0