2022-11-15T09:12:50-06:00 2021-12-31 570381582 ELLIOTT DAVIS LLCPLLC PO BOX 6286 GREENVILLE SC 296066286 990PF 2021-01-01 621692007 HASLAM FAMILY FOUNDATION INC HASL 8655004327 PO BOX 1831 KNOXVILLE TN 37901 JENNIFER OSWALT DIRECTOR 8652123800 2022-11-14 1 JENNIFER OSWALT 999009999 THOMAS P SELF P01277368 8642423370 2022-11-14 0 AAL1 IAL1 2021 2022-09-23 18:48:47Z X X 7363980 X X 4182 4182 156938 156938 137448 137448 137448 129637 2798 428205 301366 0 0 0 45000 11250 33750 3567 3567 0 136298 101479 34819 184865 116296 68569 13874500 13874500 14059365 116296 13943069 -13631160 185070 3298775 1358590 1358590 17926656 6235681 6005390 21225431 7594271 7363980 0 0 X 0 0 0 0 21225431 7594271 21225431 7594271 21225431 7594271 21225431 -13631160 0 7594271 0 7594271 CAPITAL GAINS FROM PASSTHROUGH P 2021-01-01 2021-12-31 137448 137448 137448 137448 2572 0 2572 0 2572 37434 0 0 0 37434 0 34862 34862 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 1466649 12993195 14459844 0 0 14459844 216898 14242946 712147 712147 2572 20386 22958 689189 0 689189 0 689189 13943069 0 13943069 689189 0 0 5534969 5630787 8610116 16767701 21570449 58114022 13943069 0 0 0 689189 13253880 0 0 71367902 0 0 0 0 0 0 5534969 65832933 5630787 8610116 16767701 21570449 13253880 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. ARROWMONT SCHOOL OF ARTS AND CRAFTS 556 PARKWAY GATLINBURG TN 37738 NONE PC STARRY NIGHT MAY 21ST, 2021 5000 BECK CULTURAL EXCHANGE CENTER 1927 DANDRIDGE AVE KNOXVILLE TN 37915 NONE PC DELANEY MUSUEM AT BECK CAPITAL CAMPAIGN 25000 BECK CULTURAL EXCHANGE CENTER 1927 DANDRIDGE AVE KNOXVILLE TN 37915 NONE PC DELANEY MUSUEM AT BECK CAPITAL CAMPAIGN 75000 BIG BROTHERS BIG SISTERS OF EAST TENNESSE 1100 MARION ST KNOXVILLE TN 37921 NONE PC 2021 DONATION 50000 BOY SCOUTS OF AMERICA MIDDLE TN COUNCIL 461 WESTERN RESERVE CLEVELAND OH 44114 NONE PC DONATION 10000 BOY SCOUTS OF AMERICA TRUST 461 WESTERN RESERVE CLEVELAND OH 44114 NONE PC FRIENDS OF SCOUTING CAMPAIGN-BENEFACTORS DIVISION 50000 BOY SCOUTS OF AMERICA TRUST 461 WESTERN RESERVE CLEVELAND OH 44114 NONE PC SPECIAL GIFTS - SCOUTREACH FUNDING 15000 BOY SCOUTS OF AMERICA TRUST 461 WESTERN RESERVE CLEVELAND OH 44114 NONE PC 2021 FRIENDS OF SCOUTING CAMPAIGN 15000 BOY SCOUTS OF AMERICA TRUST 461 WESTERN RESERVE CLEVELAND OH 44114 NONE PC SCOUTREACH FUNDING 50000 BOY SCOUTS OF AMERICA TRUST 461 WESTERN RESERVE CLEVELAND OH 44114 NONE PC CAMP BUCK TOMS DINING HALL PLEDGE 1000000 BOYS & GIRLS CLUB OF ELIZABETHTON 104 HUDSON DR ELIZABETHTON TN 37643 NONE PC GENERAL OPERATING SUPPORT 12500 BOYS & GIRLS CLUB OF THE TENNESSEE VALLEY 967 IRWIN ST KNOXVILLE TN 37921 NONE PC 2022 GIFT OF HOPE-LEADERSHIP GIFT 60000 BOYS & GIRLS CLUB OF THE TENNESSEE VALLEY 967 IRWIN ST KNOXVILLE TN 37921 NONE PC GENERAL OPERATING SUPPORT 12500 BOYS & GIRLS CLUB OF THE TENNESSEE VALLEY 967 IRWIN ST KNOXVILLE TN 37921 NONE PC STAFF PAY PROJECT 100000 CENTRO HISPANO DE EAST TENNESSEE 2455 SUTHERLAND AVE KNOXVILLE TN 37919 NONE PC GENERAL OPERATING SUPPORT 12500 CHEEKWOOD BOTANICAL GARDEN & MUSEUM OF AR 1200 FORREST PARK DR NASHVILLE TN 37205 NONE PC DONATION 5000 CHILDREN'S CENTER OF THE CUMBERLANDS 22510 ALBERTA ST ONEIDA TN 37841 NONE PC GENERAL OPERATING SUPPORT 12500 EMERALD YOUTH FOUNDATION 1014 HEISKELL AVE KNOXVILLE TN 37921 NONE PC GENERAL OPERATING SUPPORT 100000 EMERALD YOUTH FOUNDATION 1014 HEISKELL AVE KNOXVILLE TN 37921 NONE PC GENERAL OPERATING SUPPORT 2000000 FRIENDS OF GREAT SMOKY MOUNTAINS NATIONAL PO BOX 1660 KODAK TN 37764 NONE PC 2022 EVERGREEN BALL 10000 FRIENDS OF TN'S BABIES WITH SPECIAL NEEDS PO BOX 544 ALCOA TN 37701 NONE PC GENERAL OPERATING SUPPORT 5000 FRIENDS OF TN'S BABIES WITH SPECIAL NEEDS PO BOX 544 ALCOA TN 37701 NONE PC 2021 JAZZ, BABY! 10000 GIRLS INCORPORATED OF TENNESSEE VALLEY 1798 OAK RIDGE TURNPIKE OAK RIDGE TN 37830 NONE PC GENERAL OPERATING SUPPORT 12500 GREAT SMOKY MOUNTAIN INSTITUTE 9275 TREMONT RD TOWNSEND TN 37882 NONE PC GENERAL OPERATING SUPPORT 175000 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 TN STATE SCHOLARSHIP PROGRAM 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 25000 JDRF INTERNATIONAL 200 VESEY ST 28TH FLOOR NEW YORK NY 10281 NONE PC GENERAL OPERATING SUPPORT 5000 JONI & FRIENDS PO BOX 3333 AGOURA HILLS CA 91376 NONE PC GENERAL OPERATING SUPPORT 10000 KNOX EDUCATION FOUNDATION 400 W SUMMIT HILL DR UTT 385 KNOXVILLE TN 37902 NONE PC PROJECT GRAD 12500 KNOXVILLE AREA URBAN LEAGUE 1514 E 5TH AVE KNOXVILLE TN 37917 NONE PC GENERAL OPERATING SUPPORT 50000 KNOXVILLE ZOOLOGICAL GARDENS INC 3500 KNOXVILLE ZOO DR KNOXVILLE TN 37914 NONE PC HONORABLE OTTER SPONSORSHIP-ZOOFARI 2021 15000 LEADERSHIP TENNESSEE 718 THOMPSON LN NASHVILLE TN 37204 NONE PC GENERAL OPERATING SUPPORT 25000 MENTAL HEALTH AMERICA OF THE MIDSOUTH 446 METROPLEX DRIVE STE A-224 NASHVILLE TN 37211 NONE PC JACK C. MASSEY LEADERSHIP AWARD 25000 MENTAL HEALTH ASSOCIATION OF EAST TN 9050 EXECUTIVE PARK DR KNOXVILLE TN 37923 NONE PC DONATION 5000 NASHVILLE SYMPHONY ASSOCIATION 1 SYMPHONY PLACE NASHVILLE TN 37201 NONE PC DONATION 5000 RESTORATION HOUSE OF EAST TENNESSEE 2205 VILLAGE PL WAY KNOXVILLE TN 37923 NONE PC GENERAL OPERATING SUPPORT 12500 SEQUOYAH ELEMENTARY FOUNDATION 942 SOUTHGATE RD SW KNOXVILLE TN 37919 NONE PC GENERAL OPERATING SUPPORT 2000 ST GEORGE'S EPISCOPAL CHURCH 4715 HARDING PIKE NASHVILLE TN 37205 NONE PC 2021 CAPITAL CAMPAIGN 32500 ST GEORGE'S EPISCOPAL CHURCH 4715 HARDING PIKE NASHVILLE TN 37205 NONE PC DONATION 10000 ST JOHN'S CATHEDRAL 413 CUMBERLAND AVE KNOXVILLE TN 37902 NONE PC GENERAL OPERATING SUPPORT 25000 TENNESSEE FINANCIAL LITERACY COMMISSION 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 NONE PC 2021 TENNESSEE FINANCIAL LITERACY COMMISSION SPONSOR 25000 TENNESSEE STATE COLLABORATIVE ON REFORMIN 1207 18TH AVE S NASHVILLE TN 37212 NONE PC GENERAL OPERATING SUPPORT 250000 THE CLEVELAND CLINIC FOUNDATION PO BOX 931517 CLEVELAND OH 44193 NONE PC GENERAL OPERATING SUPPORT 1500000 THE UNIVERSITY OF TENNESSEE FOUNDATION 1525 UNIVERSITY AVENUE KNOXVILLE TN 37921 NONE PC HASLAM COLLEGE NAMING ENDOWMENT 5600000 THE UNIVERSITY OF TENNESSEE FOUNDATION 1525 UNIVERSITY AVENUE KNOXVILLE TN 37921 NONE PC CAROUSEL THEATRE BUILDING FUND 600000 UNITED WAY OF GREATER KNOXVILLE INC 1301 HANNAH AVE KNOXVILLE TN 37921 NONE PC GENERAL OPERATING SUPPORT 1100000 UNIVERSITY HEALTH SYSTEM INC 4502 MEDICAL DRIVE SAN ANTONIO TX 78229 NONE PC DR. WILLIAM M. BASS FORENSIC DESTISTRY FELLOWSHIP ENDOW - FINAL PAYMENT 5000 VAIL MOUNTAIN SCHOOL 3000 BOOTH FALLS RD VAIL CO 81657 NONE PC ANNUAL GIFT 25000 WEBB SCHOOL OF KNOXVILLE 9800 WEBB SCHOOL LN KNOXVILLE TN 37923 NONE PC REIMAGINING EXTRAORDINARY CAMPAIGN 500000 WILLIAMS CREEK YOUTH FOUNDATION 2351 DANDRIDGE AVE KNOXVILLE TN 37915 NONE PC CAPITAL CAMPAIGN 50000 YWCA 420 CLINCH AVE KNOXVILLE TN 37902 NONE PC GENERAL OPERATING SUPPORT 12500 13874500 0 14 4182 14 156938 15 2798 18 137448 UBTI FROM PASSTHROUGHS 126839 126839 301366 0 428205 0 0 0 0 0 0 0 0 0 0 UBS MADISON DEARBORN FUND 64124 2738 HASLAM FOUNDATIONS PARTNERSHIP 5456514 5457005 NEXPHASE CAPITAL FUND III, LP 588951 542894 UBS WP X ACESS FUND, LLC 126092 2753 PROFESSIONAL FEES 45000 11250 33750 DUES & SUBSCRIPTIONS 20 5 15 INSURANCE 46405 11601 34804 OTHER DEDUCTIONS FROM PASSTHROUGH 89873 89873 0 ORDINARY INCOME FROM K-1 2793 2793 2793 ROYALTIES FROM PASSTHROUGH 5 5 5 UBTI FROM PASSTHROUGHS 126839 0 126839 FOREIGN TAX 3567 3567 0