2022-02-18T13:47:24-06:00 2021-06-30 620713250 KRAFTCPAS PLLC 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2020-07-01 581671241 WEST TN HEALTHCARE FOUNDATION INC WEST 7319842141 620 SKYLINE DRIVE JACKSON TN 38301 FRANK MCMEEN PRESIDENT 7319842141 2022-02-11 1 FRANK MCMEEN 999009999 KEN YOUNGSTEAD P00320901 6152427351 2022-02-11 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z FRANK MCMEEN 620 SKYLINE DRIVE JACKSON TN 38301 41883441 0 X WWW.WTH.ORG/FOUNDATION X 1985 TN EDUCATION AND OUTREACH TO SUPPORT THE MINISTRY OF HEALTH AND HEALING THROUGHOUT WEST TENNESSEE 24 24 0 100 0 0 4803810 10049631 0 0 1521992 5085492 -64897 2096 6260905 15137219 4335554 4127608 0 0 0 0 0 0 183483 1955209 1637182 6290763 5764790 -29858 9372429 40729585 54930873 253631 164944 40475954 54765929 COMPRISED MAINLY OF RESTRICTED ENDOWMENTS, THE FOUNDATION PROVIDES ENDOWMENT MANAGEMENT SERVICES TO OTHER NONPROFITS AS WELL AS MANAGES ENDOWMENTS THAT PROVIDE FOR MANY OF THE HEALTHCARE NEEDS OF WEST TENNESSEE HEALTHCARE AND OUR COMMUNITIES. 0 0 5107093 4127608 ANNUAL DISTRIBUTIONS OF INCOME PROVIDE A STEADY, BUDGET-ABLE INCOME STREAM FOR THE NONPROFIT CAUSES WHILE THE GROWTH OF THE ENDOWMENT PROVIDES FOR GROWING NEEDS OF THE NONPROFIT OR CAUSE. 5107093 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 50 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 0 0 TN X X FRANK MCMEEN 7319842140 620 SKYLINE DRIVE JACKSON TN 38301 BILL WHITE BOARD CHAIR 1.00 X X 0 0 0 BILL BUCKLEY VICE CHAIR 1.00 X X 0 0 0 JAY SATTERFIELD TREASURER 1.00 X X 0 0 0 JEB CAMPBELL SECRETARY 1.00 X X 0 0 0 JANE ALDERSON BOARD MEMBER 0.50 X 0 0 0 GREG ALEXANDER BOARD MEMBER - START JULY 2020 0.50 X 0 0 0 HARBERT ALEXANDER JR BOARD MEMBER 0.50 X 0 0 0 TIM CROSSETT BOARD MEMBER 0.50 X 0 0 0 DONNA FRANKLAND BOARD MEMBER 0.50 X 0 0 0 LOGAN HAMPTON BOARD MEMBER 0.50 X 0 0 0 YOUNG KIM BOARD MEMBER 0.50 X 0 0 0 CARL KIRKLAND BOARD MEMBER 0.50 X 0 0 0 DARREN LYKES BOARD MEMBER - START JULY 2020 0.50 X 0 0 0 PAT MANN BOARD MEMBER 0.50 X 0 0 0 KELLI MCALISTER BOARD MEMBER 0.50 X 0 0 0 LEE MURRAY BOARD MEMBER - START JULY 2020 0.50 X 0 0 0 NANCY NANNEY BOARD MEMBER 0.50 X 0 0 0 NATHAN PRIDE BOARD MEMBER 0.50 X 0 0 0 BRAD PRIESTER BOARD MEMBER 0.50 X 0 0 0 MOLLY RHENEY BOARD MEMBER 0.50 X 0 0 0 ROBERT WALDEN BOARD MEMBER 0.50 X 0 0 0 RAY WASHINGTON BOARD MEMBER 0.50 X 0 0 0 KATHY WATTS BOARD MEMBER 0.50 X 0 0 0 ARTHUR WOODS BOARD MEMBER 0.50 X 0 0 0 FRANK MCMEEN PRESIDENT 40.00 X 0 136412 15271 STEPHANIE FOWLER CFO - END OCT 2021 40.00 X 0 76541 24745 0 212953 40016 0 0 0 0 0 145022 750777 9153832 454472 10049631 1011558 1011558 30819252 26745318 4073934 4073934 4073934 618 145022 904 -286 -286 OTHER REVENUE 900099 2382 2382 2382 15137219 2382 0 5085206 3953897 3953897 173711 173711 24819 24819 240481 240481 305596 300889 4707 48630 6671 2931 39028 123963 3409 118571 1983 64004 53492 10512 4130 4130 27067 11909 13263 1895 5674 4723 951 SUPPLIES 281516 262039 12896 6581 CHARITABLE FUND PROGRAM 233780 233780 0 CHARITABLE FUND EVENT E 113599 113599 EDUCATION 62855 35292 21830 5733 101068 63151 23253 14664 5764790 5107093 474214 183483 100 100 1979822 2492932 148849 367061 24868 18373 1227000 413378 840688 813622 16458419 21829680 21276839 29409105 40729585 54930873 169659 100375 55577 55312 28395 9257 253631 164944 X 10361060 16163049 30114894 38602880 40475954 54765929 40729585 54930873 X 9372429 4908350 9196 X X 0 1 X 1 0 X 7516412 6444617 9392790 4803810 10049631 38207260 7516412 6444617 9392790 4803810 10049631 38207260 5712880 32494380 780947 920583 985623 995141 9159426 12841720 19180 19180 3088 738417 2382 743887 51812047 0.62720 0.66910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29 1294963 451694 2814526 1 1 26128871 3656373 5948949 1326140 34408053 26919976 358625 13811 1163541 26128871 27477314 185056 822309 1564703 26919976 29317718 425385 3654313 5920101 27477314 26767119 6849955 1578804 5878160 29317718 0.07000 0.93000 0 0 348000 348000 812000 356378 455622 36000 36000 0 31000 21000 10000 813622 GOVERNMENT SECURITIES 1401581 F FIXED INCOME COMPOSITE FUND 3954422 F EQUITY COMPOSITE FUND 6927604 F REAL RETURN COMPOSITE FUND 517931 F LIQUID ALTERNATIVE FUND 1616114 F PARTNERSHIP INTERESTS 2483910 F PRIVATE EQUITY 5183014 F HEDGE FUNDS 3189240 F TACTICAL EQUITY FUND 3100486 F INSTITUTIONAL REALTY FUND 1034803 F 29409105 ANNUITY GIFT LIABILITIES 9257 9257 X 20413584 4908350 599300 8292 5515942 14897642 240481 -904 239577 15137219 6123609 599300 599300 5524309 240481 240481 5764790 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. A PORTION OF THESE FUNDS ARE APPROPRIATED FOR EXPENDITURE EACH YEAR IN ACCORDANCE WITH THE FOUNDATION'S SPENDING POLICY. PART X, LINE 2: MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S INCOME TAX RETURNS TO DETERMINE WHETHER THE INCOME TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL INCOME TAX POSITIONS TAKEN ON ALL OPEN INCOME TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE ARE NO PROVISIONS FOR INCOME TAXES, PENALTIES OR INTEREST RECEIVABLE OR PAYABLE RELATING TO UNCERTAIN INCOME TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN ANNUITY VALUE 8,292. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES -904. GALA 135022 135022 WEST TN INVITATIONAL 10618 10000 618 430 474 145640 145022 618 430 474 904 -286 0 A STEP AHEAD FOUNDATION WEST TENNESSEE PO BOX 10305 JACKSON TN 38308 473415328 501(C)3 104367 $4,000 FOR ETC AND GIRL TALK, $100,367.42 FOR GENERAL SUPPORT ALL NATIONS CHURCH OF GOD 1330 NORTH PKWY JACKSON TN 38305 501(C)3 19000 GENERAL SUPPORT AREA RELIEF MINISTRIES PO BOX 7 JACKSON TN 38305 621142320 501(C)3 23000 GENERAL SUPPORT ASPELL RECOVERY CENTER - T A M B OF JACKSON TENNESSEE INC 110 MCCOWAT STREET JACKSON TN 38301 581370560 501(C)3 121542 $100,000 FOR KIRKLAND HOUSE, $1,000 MS. ANN'S HOUSE, $20,542.40 FOR GENERAL SUPPORT WEST TN AREA COUNCIL BOY SCOUTS OF AMERICA 1995 HOLLYWOOD DR JACKSON TN 38305 620479368 501(C)3 6050 $1,000 FOR COUNTRY & CLAYS, $5,050 FOR GENERAL SUUPORT BOYS & GIRLS CLUB OF JACKSON 832 LEXINGTON AVE JACKSON TN 38301 620784907 501(C)3 20746 $10,000 FOR TUTORING DURING VIRTUAL LEARNING, $750 FOR WINDOWS OF HOPE, $9,996 FOR GENERAL SUPPORT CARL PERKINS CENTER FOR PREVENTION OF CHILD ABUSE PO BOX 447 JACKSON TN 38302 621123112 501(C)3 31600 $100 FOR GOBBLES GARDEN, $31,500 FOR GENERAL SUPPORT CHRIST COMMUNITY HEALTH SERVICES 2595 CENTRAL AVE MEMPHIS TN 38104 621583270 501(C)3 705406 GENERAL SUPPORT COMPASSION INTERNATIONAL 12290 VOYAGER PKWY COLORADO SPRINGS CO 80997 362423707 501(C)3 32680 GENERAL SUPPORT DISPENSARY OF HOPE - ASCENSION SAINT THOMAS FOUNDATION 2700 BRICK CHURCH PIKE NASHVILLE TN 37207 581663055 501(C)3 32500 $12,500 FOR JMCGH PHARMACY, $12,500 FOR WEST TENNESSEE HEALTHCARE DYERSBURG, $7,500 FOR PATHWAYS FIRST UNITED METHODIST CHURCH 200 S CHURCH ST JACKSON TN 38301 501(C)3 57950 $2,000 FOR BUILDING MAINTENANCE, $500 FOR CHILDREN'S MINISTRY, $200 FOR MEMORIAL FUND, $55,250 FOR GENERAL SUPPORT FREED-HARDEMAN UNIVERSITY 158 EAST MAIN ST HENDERSON TN 38340 620518288 501(C)3 41700 $10,000 FOR OLD MAIN, $900 FOR MCMEEN ENDOWMENT, $500 FOR PRESIDENT'S COUNCIL, $30,300 FOR GENERAL SUPPORT GIBSON COUNTY LEADERSHIP 1069 S MAIN ST MILAN TN 38358 5052 GENERAL SUPPORT GIRL SCOUTS HEART OF THE SOUTH 717 S WHITE STATION RD MEMPHIS TN 38117 620502197 501(C)3 54000 $34,000 FOR SCHOLARSHIPS, $15,000 FOR RECRUITERS AND TROOP SUPPORT, $5,000 FOR MEMBERSHIP RECRUITMENT GRACEPOINT CHURCH 573 OLD HICKORY BLVD JACKSON TN 38305 501(C)3 15000 GENERAL SUPPORT HANDS UP 185 GREENFIELD DR JACKSON TN 38305 454387989 501(C)3 24500 $2,500 TO ASSIST WITH ENROLLMENT DECLINE, $1,000 FOR CHRISTMAS FUND, $21,000 FOR GENERAL SUPPORT IT IS WRITTEN PO BOX 6 CHATTANOOGA TN 37401 953667768 501(C)3 6500 FOR EYES FOR INDIA JACKSON CHAMBER PO BOX 1904 JACKSON TN 38302 620154490 501(C)6 10841 $10,000 FOR FORWARD JACKSON 2.0, $841.20 FOR JRLAA JACKSON SCHOLARSHIP FUND JACKSON CHRISTIAN SCHOOL 832 COUNTRY CLUB LN JACKSON TN 38305 620985812 501(C)3 11500 $10,000 FOR STUDENT SCHOLARSHIPS, $1,500 FOR ONE4RYDER FOOTBALL CAMP JACKSON MADISON COUNTY SPORTS HALL OF FAME PO BOX 10085 JACKSON TN 38308 621534416 501(C)3 11600 FOR STUDENT SCHOLARSHIPS JDRF 105 WESTPARK DR STE 415 BRENTWOOD TN 37027 231907729 501(C)3 14000 FOR WEST TENNESSEE FUND A CURE JMCGH 620 SKYLINE DR JACKSON TN 38301 626010402 501(C)3 657863 $303,653.06 FOR AYERS CHILDREN'S MEDICAL CENTER, $204,608.96 FOR THE KIRKLAND CANCER CENTER, $41,820 FOR CHRIST COMMUNITY, $9,126.92 FOR INDIGENT PATIENTS, $8,021.56 FOR THE THERAPY AND LEARNING CENTER, $90,632 FOR GENERAL SUPPORT LAKESHORE CAMP AND RETREAT CENTER 1458 PILOT KNOB RD EVA TN 38333 626002415 501(C)3 30000 GENERAL SUPPORT MAD 5121 ANDERSON ST MILAN TN 38358 5625 GENERAL SUPPORT MADISON-HAYWOOD COUNTY DEVELOPMENTAL SERVICES INC PO BOX 11205 JACKSON TN 38308 621046018 501(C)3 5100 $5,000 FOR COMMUNITY GRANT, $100 FOR GENERAL SUPPORT MAKE-A-WISH MID-SOUTH 1780 MORIAH WOODS BLVD SUITE 10 MEMPHIS TN 38117 621253153 501(C)3 25000 FOR BENTON COUNTY CHILDREN OAKLAND CEMETERY 385 MILAN HWY TRENTON TN 38382 7500 $1,000 FOR VETERANS DAY, $6,500 FOR GENERAL SUPPORT OLD FRIENDSHIP BAPTIST CHURCH 100 HUNTER LN FINGER TN 38334 501(C)3 175000 GENERAL SUPPORT OLD HICKORY ROTARY CLUB PO BOX 12133 JACKSON TN 38308 10000 FOR SAMARITAN'S FEET PROJECT PARSONS-DECATUR COUNTY HIGHER EDUCATION FOUNDATION 450 TENNESSEE AVE S PARSONS TN 38363 270456021 501(C)3 40320 FOR NUSING SCHOLARSHIPS RIFA 133 AIRWAYS BLVD JACKSON TN 38301 591709875 501(C)3 15750 $5,000 FOR SNACK BACKPACK PROGRAM, $2,250 FOR FOOD BOXES FOR HOMELESS POPULATION, $1,000 FOR CANSTRUCTION, $7,500 FOR GENERAL SUPPORT SECOND HARVEST FOOD BANK - BENTON COUNTY 331 GREAT CIRCLE RD NASHVILLE TN 38228 621049447 501(C)3 20000 GENERAL SUPPORT SOUTHWEST HUMAN RESOURCE AGENCY PO BOX 264 1527 WHITE AVE HENDERSON TN 38340 626050783 501(C)3 20000 FOR HOMEMAKER PROGRAM STAR CENTER 1119 OLD HUMBOLDT RD JACKSON TN 38305 621354152 501(C)3 7350 $3,500 FOR MUSIC THERAPY FOR PEDIATRIC PATIENTS, $3,750 FOR DANCING WITH THE STARS, $100 FOR GENERAL SUPPORT TENNESSEE HOMELESS SOLUTIONS 100 FEDERAL DRIVE JACKSON TN 38305 760826850 501(C)3 8500 FOR MEN'S WARMING SHELTER TENNESSEE PUBLIC SAFETY NETWORK 580 LAKESHORE DR OLD HICKORY TN 37138 263704742 501(C)3 10000 GENERAL SUPPORT THE JACKSON SYMPHONY 207 E LAFAYETTE ST JACKSON TN 38301 620759052 501(C)3 73677 $10,000 FOR MUSIC AND HEALING PROGRAM, $5,000 FOR FAMILY MATINEE, $4,621.26 FOR CLASSICAL ARTISTS, $1,200 FOR SYMPHONY ON THE MOVE, $815.89 FOR YOUTH ORCHESTRA SCHOLARSHIPS, $52,040 FOR GENERAL SUPPORT THE READ TEAM - UNITED WAY OF WEST TENNESSEE 470 N PKWY JACKSON TN 38305 620590257 501(C)3 47139 FOR THE READ TEAM UNIVERSITY OF TENNESSEE AT CHATTANOOGA 515 MCCALLIE AVE CHATTANOOGA TN 37403 501(C)3 5027 FOR STUDENT SCHOLARSHIPS THE UNIVERSITY OF TENNESSEE MARTIN 554 UNIVERSITY ST MARTIN TN 38237 626001636 501(C)3 221619 $50,000 FOR THE CROSSETT-LINDAMOOD PAY-IT-FORWARD SCHOLARSHIP ENDOWMENT, $21,618.59 FOR STUDENT SCHOLARSHIPS, $150,000 FOR GENERAL SUPPORT TRENTON MEMORIAL LIBRARY 303 HIGH ST TRENTON TN 38382 501(C)3 10000 FOR BUILDING FUND UNIVERSITY OF MEMPHIS FOUNDATION 635 NORMAL ST 108 ALUMNI CENTER MEMPHIS TN 38152 626048540 501(C)3 284941 $178,000 TO ESTABLISH A NURSING SCHOLARSHIP, $106,974.74 FOR LAMBUTH NURSING STUDENT SCHOLARSHIPS UNITED WAY OF WEST TENNESSEE 470 N PKWY STE B JACKSON TN 38305 620590257 501(C)3 11000 $10,000 FOR STUDENT TECHNOLOGY FOR VIRTUAL LEARNING, $1,000 FOR FIRST LADIES LUNCHEON UNIVERSITY OF TENNESSEE HEALTH SCIENCE CENTER 62 S DUNLAP ST STE 420 MEMPHIS TN 38163 501(C)3 63460 FOR THE DIRECTORS POSITION FOR UT FAMILY PRACTICE CENTER WEST TENNESSEE HEALTHCARE 620 SKYLINE DR JACKSON TN 38301 501(C)3 7607 FOR EMPLOYEE APPRECIATION WOMEN OF HOPE - HOPE RECOVERY CENTER 1925 HWY 18 PO BOX 94 MEDON TN 38356 271226306 501(C)3 6000 GENERAL SUPPORT YOUTH TOWN OF TENNESSEE INC 3641 YOUTH TOWN RD PINSON TN 38366 620674040 501(C)3 18581 $600 FOR KITCHEN EQUIPMENT, $17,981.28 FOR GENERAL SUPPORT NORTHSIDE CHURCH 257 N HIGHLAND AVE JACKSON TN 38305 843992083 501(C)3 68500 $50,000 FOR CONFERENCE FUNDRAISING, $18,500 FOR GENERAL SUPPORT 43 5 ASSISTANCE WITH TUITION AND OTHER SCHOOL COSTS - JACKSON CHRISTIAN SCHOOL 2 8565 ASSISTANCE WITH HOUSING FOR HOMELESS POPULATION - DAYS INN - DYERSBURG 8 8876 ASSISTANCE FOR UTILITY BILLS FOR CANCER PATIENTS AND EMPLOYEES OF WEST TENNESSEE HEALTHCARE - JACKSON ENERGY AUTHORITY 16 7748 ASSISTANCE WITH PRESCRIPTION COST FOR INDIGENT PATIENTS - JACKSON-MADISON COUNTY GENERAL HOSPITAL PHARMACY 300 9451 ASSITANCE WITH GROCERIES - KROGER STORE 115 26000 ASSISTANCE WITH HOUSING FOR HOMELESS POPULATION - RODEWAY INN 104 95900 ASSISTANCE WITH TUITION AND OTHER SCHOOL COSTS - UNION UNIVERSITY 1 8035 ASSISTANCE WITH DENTAL CARE FOR CANCER PATIENTS - WEST TENNESSEE CENTER FOR ORAL AND FACIAL SURGERY 2 9135 X 10 409672 SUBSEQUENT SELLING PRICE X DONATED SILENT AUCTION ITEMS 204 44800 AMOUNT RECEIVED AT A 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE AND FINANCE COMMITTEE REVIEW THE FORM 990 AND RECOMMEND IT FOR APPROVAL TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST FORMS ARE FORWARDED TO THE COMPLIANCE OFFICER OF THE HOSPITAL AND REVIEWED FOR ANY CONFLICTS, WHICH MUST THEN BE DISCLOSED TO THE FULL BOARD FOR ACTION. FORM 990, PART VI, SECTION B, LINE 15A THE FOUNDATION IS AN AFFILIATE OF THE JACKSON MADISON COUNTY GENERAL HOSPITAL; ALL COMPENSATION IS DETERMINED BY THE HOSPITAL. THE HOSPITAL ALSO DONATED WAGES AND BENEFITS AS IN-KIND SERVICES, WHICH ARE ELIMINATED FOR PURPOSES OF THIS FORM 990 PER IRS INSTRUCTIONS. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: DIRECT SPECIAL EVENT EXPENSES 904. CHANGE IN ANNUITY VALUE 8,292. FORM 990, PART XII, LINE 2C ORGANIZATION'S BOARD OF DIRECTORS OVERSEES THE PREPARATION OF THE AUDIT BY EXTERNAL ACCOUNTANTS. THE FOUNDATION CHARITABLE HOLDINGS LLC 620 SKYLINE DR JACKSON TN 38301 ACCEPT & SELL OR DISPOSE OF REAL ESTATE CONTRIBUTED TO THE FOUNDATION TN 100 WEST TN HEALTHCARE FOUNDATION INC