ROBERT L AND KATHRINA H MACLELLAN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT L AND KATHRINA H MACLELLAN FOUNDATION (EIN 23-7159802)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349103830
- Schema version
- 2020v4.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T12:00:50-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY THOMAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 WILLINGHAM LN | AddressLine1Txt |
| City | LOOKOUT MOUNTAIN | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37350 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237159802 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT L & KATHRINA H MACLELLAN FOUNDA | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 4237551857 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 BROAD STREET NO 300 | AddressLine1Txt |
| City | CHATTANOOGA | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 374022604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT H MACLELLAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4237551857 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | MACLELLAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY THOMAS | PreparerPersonNm |
| PTIN | P01525903 | PTIN |
| Phone | 2055340209 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $60,829,135 | 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 | $17 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $773,565 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $751,543 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $270,746 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,937,500 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $270,746 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$87,710 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$100,149 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $956,618 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $922,157 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $244,506 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,400 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $234,106 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $166,237 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $166,237 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $56,690 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,493 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $55,198 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,848 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,848 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,018 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,255 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,764 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $280,768 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $217,132 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $63,636 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $59,706 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $59,706 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,710 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,672 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $20 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $12,594 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $20,494 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,049 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $18,445 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $25,369 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $25,369 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $277 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $277 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $478,393 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $270,953 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $205,228 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,397,610 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $576,660 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $787,128 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,179,401 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,179,401 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,577,011 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $576,660 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,966,529 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,620,393 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $345,497 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $609,327 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $436,703 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $436,703 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $24,148,740 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,390,612 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,550,740 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $22,063,594 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $21,386,547 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $31,458,366 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $499,324 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $115,998 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $395,920 | LandBOYAmt |
| Land EOY | $383,326 | LandEOYAmt |
| Land EOYFMV | $383,326 | LandEOYFMVAmt |
| Total Assets BOY | $47,217,581 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,597,188 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $60,829,135 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $47,217,581 | CapitalStockBOYAmt |
| Capital Stock EOY | $43,597,188 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $47,217,581 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,597,188 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $47,217,581 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,597,188 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $47,217,581 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,620,393 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $43,597,188 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,597,188 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | SoldSoldDt |
|---|---|---|---|---|---|---|
| PERSHING 2178 PUBLICLY TRADED SECURITIES SHORT TERM | $265,133 | $266,862 | -$1,729 | -$1,729 | ||
| PERSHING 2178 PUBLICLY TRADED SECURITIES LONG TERM | $584,761 | $412,215 | $172,546 | $172,546 | ||
| PERSHING 1246 PUBLICLY TRADED SECURITIES SHORT TERM | $343,144 | $380,901 | -$37,757 | -$37,757 | ||
| PERSHING 1246 PUBLICLY TRADED SECURITIES LONG TERM | $910,441 | $1,323,406 | -$412,965 | -$412,965 | ||
| PERSHING 1300 PUBLICLY TRADED SECURITIES SHORT TERM | $7,256,279 | $8,224,839 | -$968,560 | -$968,560 | ||
| PERSHING 1300 PUBLICLY TRADED SECURITIES LONG TERM | $9,071,914 | $8,659,888 | $412,026 | $412,026 | ||
| PERSHING 6243 PUBLICLY TRADED SECURITIES SHORT TERM | $279,188 | $248,648 | $30,540 | $30,540 | ||
| PERSHING 6243 PUBLICLY TRADED SECURITIES LONG TERM | $1,872,428 | $1,437,111 | $435,317 | $435,317 | ||
| PERSHING 3028 PUBLICLY TRADED SECURITIES SHORT TERM | $6,039,912 | $5,867,680 | $172,232 | $172,232 | ||
| PERSHING 3028 PUBLICLY TRADED SECURITIES SHORT TERM | $1,265,789 | $1,210,977 | $54,812 | $54,812 | ||
| SHORT TERM CAPITAL GAINS FROM PARTNERSHIPS | $621,232 | -$621,232 | -$621,232 | P | 2020-12-31 | |
| LONG TERM CAPITAL GAINS FROM PARTNERSHIPS | $185,037 | $185,037 | $185,037 | P | 2020-12-31 | |
| 1231 GAINS FROM PARTNERSHIPS | $51,010 | $51,010 | $51,010 | P | 2020-12-31 | |
| ARROWMARK QP FUND | $69,755 | $69,755 | $69,755 | P | 2020-12-31 | |
| KLS DIVERSIFIED FUND | $85,287 | $85,287 | $85,287 | P | 2020-12-31 | |
| PRINCE STREET INSTITUTIONAL | $101,948 | $12,995 | $88,953 | $88,953 | P | 2020-12-31 |
| ARORA EQUITY PARTNERS VI-A LP DISTRIBUTION IN EXCESS OF BASIS | $13,721 | $13,721 | $13,721 | P | 2020-12-31 | |
| CAPITAL GAINS DIVIDENDS | $541,753 | $541,753 | $541,753 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $270,746 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,802 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,802 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,802 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $94,188 | 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 | $94,188 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $89,386 | OverpaymentAmt |
| Applied To ES Tax | $89,386 | 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 | Yes (1) | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://WWW.MACLELLAN.NET/CMS/ABOUT | WebsiteAddressTxt |
| Individual With Books | R H MACLELLAN PRESIDENT TREASURE | IndividualWithBooksNm |
| Phone | 4237551857 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 BROAD STREET SUITE 300 | AddressLine1Txt |
| City | CHATTANOOGA | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37402 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT H MACLELLAN | ||||||||
| 820 BROAD STREET SUITE 300 | CHATTANOOGA | TN | 37402 | CHAIRMAN | 38.00 | $182,541 | $28,184 | $0 |
| ROBERT BOSWORTH | ||||||||
| 820 BROAD STREET SUITE 300 | CHATTANOOGA | TN | 37402 | COMPENSATION COMMITTEE CHAIR | 1.00 | $0 | $0 | $0 |
| ROBERT C DIVINE | ||||||||
| 820 BROAD STREET SUITE 300 | CHATTANOOGA | TN | 37402 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DONALD J HOLWERDA | ||||||||
| 820 BROAD STREET SUITE 300 | CHATTANOOGA | TN | 37402 | GOVERNANCE COMMITTEE CHAIR | 1.00 | $0 | $0 | $0 |
| REID A MACLELLAN | ||||||||
| 820 BROAD STREET SUITE 300 | CHATTANOOGA | TN | 37402 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JONATHAN B ROLEN | ||||||||
| 820 BROAD STREET SUITE 300 | CHATTANOOGA | TN | 37402 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| N CARTER NEWBOLD | ||||||||
| 820 BROAD STREET SUITE 300 | CHATTANOOGA | TN | 37402 | TREASURER | 1.00 | $0 | $0 | $0 |
| TYLER SIIRA | ||||||||
| 820 BROAD STREET SUITE 300 | CHATTANOOGA | TN | 37402 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JEROME STAUFFER | ||||||||
| 820 BROAD STREET SUITE 300 | CHATTANOOGA | TN | 37402 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHARLES W PHILLIPS | ||||||||
| 820 BROAD STREET SUITE 300 | CHATTANOOGA | TN | 37402 | EXECUTIVE DIRECTOR | 19.00 | $61,965 | $7,306 | $0 |
| LARA MUNFORD-SHIELDS | ||||||||
| 820 BROAD STREET SUITE 300 | CHATTANOOGA | TN | 37402 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TYLER B HARR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 BROAD STREET SUITE 300 | AddressLine1Txt |
| City | CHATTANOOGA | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | GRANT OFFICER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 36.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $53,403 | CompensationAmt |
| Employee Benefits | $7,584 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONVENING OF LEADERSSCOTLAND CONVENINGS - A GATHERING OF LEADERS FROM THE EVANGELICAL CHURCH AND CHRISTIAN ORGANIZATIONS IN SCOTLAND ARE CONVENED TOGETHER TO DISCUSS CHALLENGES AND OPPORTUNITIES THAT FACE THEIR MINISTRIES. THE GOAL OF THE CONVENINGS IS TO PROVIDE A PLACE FOR DIALOGUE AND LEARNING IN ORDER TO COOPERATIVELY LOOK AT SUPPORTING THE CHURCH IN SCOTLAND AS IT ADAPTS TO CHANGING CONDITIONS IN THE NATIONAL CULTURE. THE VENUE ALSO INVITES FUNDERS IN COUNTRY INTERESTED IN THE SAME ISSUES. THE PROGRAM INCLUDES RESEARCH WHICH MAY BE PUBLISHED. THIS CONVENING PROGRAM HAS A VARIETY OF MODEST GRANT INITIATIVES ASSOCIATED WITH IT, PARTICULARLY THOSE PILOT GRANTS THAT TEST NEW APPROACHES AND STRATEGIES TO ACCELERATE CHURCH IMPACT. | Description1Txt |
| Expenses1 | $20,225 | Expenses1Amt |
| Description2 | FOR PROVIDING TECHNICAL ASSISTANCE AND CONSULTING FOR GRANTEES.THE FOUNDATION PARTNERED WITH THE MACLELLAN FOUNDATION, INC. AND CATCHAFIRE TO BRING VOLUNTEER CONSULTANT WORK TO OUR MINISTRY PARTNERS WHERE THEY HAVE CAPACITY NEEDS. ADDITIONALLY, WE PARTNERED WITH A CONSULTANT TO PROVIDE COACHING AND CONSULTING SERVICES TO PROVIDE TRAINING, CONSULTING ON STRATEGIC PLANNING AND LEADERSHIP COACHING FOR GRANTEES. | Description2Txt |
| Expenses2 | $60,188 | Expenses2Amt |
| Expenses3 | $0 | Expenses3Amt |
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 | $25,574,928 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,258,790 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $31,957,691 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $58,791,409 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $58,791,409 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $881,871 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $57,909,538 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,895,477 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,895,477 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,802 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,802 | TotalTaxAmt |
| Distributable Before Adj | $2,890,675 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,890,675 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,890,675 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,966,529 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,966,529 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,966,529 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,890,675 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $893,313 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $616,017 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,007,509 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,516,839 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,966,529 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,890,675 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,075,854 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,592,693 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,592,693 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $893,313 | ExcessFromYear4Amt |
| Excess From Year2 | $616,017 | ExcessFromYear2Amt |
| Excess From Year1 | $1,007,509 | ExcessFromYear1Amt |
| Excess From Current Year | $1,075,854 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAN PURDY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 BROAD STREET SUITE 300 | AddressLine1Txt |
| City | CHATTANOOGA | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 374022604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4237553202 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS MUST BE SUBMITTED ONLINE AT WWW.MACLELLAN.NET WHERE INSTRUCTIONS ARE PROVIDED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | REFER TO WWW.MACLELLAN.NET FOR INFORMATION OR CALL GRANTS MANAGER AT (423) 755-3202 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (106 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 1040 CONNECTIONS INC | |||||||
| PO BOX 1141 | HIXSON | TN | 37343 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $1,000 |
| 12TH JUDICIAL DISTRICT CHILDREN'S ADVOCACY CENTER | |||||||
| PO BOX 832 | WHITWELL | TN | 37397 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $5,000 |
| 12TH JUDICIAL DISTRICT CHILDREN'S ADVOCACY CENTER | |||||||
| PO BOX 832 | WHITWELL | TN | 37397 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $5,000 |
| A BETTER TOMORROW INC | |||||||
| PO BOX 16711 | CHATTANOOGA | TN | 37416 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $5,000 |
| AAA WOMENS SERVICES INC | |||||||
| 951 EASTGATE LOOP SUITE 1000 | CHATTANOOGA | TN | 37411 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $2,500 |
| BETHANY CHRISTIAN SERVICES OF GREATER CHATTANOOGA | |||||||
| 930 MCCALLIE AVENUE | CHATTANOOGA | TN | 37403 | NONE | 501(C)(3) | FOR BUILDING ORGANIZATIONAL CAPACITY | $20,000 |
| BETHANY CHRISTIAN SERVICES OF GREATER CHATTANOOGA | |||||||
| 930 MCCALLIE AVENUE | CHATTANOOGA | TN | 37403 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $7,500 |
| BETHEL BIBLE VILLAGE | |||||||
| PO BOX 729 | HIXSON | TN | 37343 | NONE | 501(C)(3) | FOR SPIRITUAL FORMATION AND EDUCATION | $25,000 |
| BETHEL BIBLE VILLAGE | |||||||
| PO BOX 729 | HIXSON | TN | 37343 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $10,000 |
| BIG BROTHERS BIG SISTERS OF GREATER CHATTANOOGA | |||||||
| 2015 BAILEY AVENUE | CHATTANOOGA | TN | 37404 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $5,000 |
| CHALMERS CENTER FOR ECONOMIC DEVELOPMENT AT COVENANT COLLEGE | |||||||
| 507 MCFARLAND ROAD SUITE B | LOOKOUT MOUNTAIN | GA | 30750 | NONE | 501(C)(3) | FOR RESTORATION AND REHABILITATION PROGRAMS | $50,000 |
| CHALMERS CENTER FOR ECONOMIC DEVELOPMENT AT COVENANT COLLEGE | |||||||
| 507 MCFARLAND ROAD SUITE B | LOOKOUT MOUNTAIN | GA | 30750 | NONE | 501(C)(3) | FOR A MEDIA DRIVEN PROJECT. | $75,000 |
| CHAMBLISS CENTER FOR CHILDREN | |||||||
| 315 GILLESPIE ROAD | CHATTANOOGA | TN | 37411 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $10,000 |
| CHANNELS OF LOVE MINISTRIES INC | |||||||
| 1026 MCCALLIE AVE | CHATTANOOGA | TN | 37377 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $5,000 |
| CHATTANOOGA CHRISTIAN COMMUNITY FOUNDATION DBA THE GENEROSITY TRUST | |||||||
| 345 FRAZIER AVENUE UNIT 205 | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | FOR LEADERSHIP DEVELOPMENT OR TRAINING | $40,000 |
| CHATTANOOGA CHRISTIAN COMMUNITY FOUNDATION DBA THE GENEROSITY TRUST | |||||||
| 345 FRAZIER AVENUE UNIT 205 | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | FOR OUTREACH TO THE INDIGENT. | $5,000 |
| CHATTANOOGA CHRISTIAN COMMUNITY FOUNDATION DBA THE GENEROSITY TRUST | |||||||
| 345 FRAZIER AVENUE UNIT 205 | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | FOR BUILDING INFRASTRUCTURE | $110,000 |
| CHATTANOOGA CHRISTIAN COMMUNITY FOUNDATION DBA THE GENEROSITY TRUST | |||||||
| 345 FRAZIER AVENUE UNIT 205 | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | FOR BUILDING ORGANIZATIONAL CAPACITY | $92,000 |
| CHATTANOOGA CHRISTIAN COMMUNITY FOUNDATION DBA THE GENEROSITY TRUST | |||||||
| 345 FRAZIER AVENUE UNIT 205 | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | FOR OUTREACH TO YOUTH AND CHILDREN | $60,000 |
| CHATTANOOGA CHRISTIAN COMMUNITY FOUNDATION DBA THE GENEROSITY TRUST | |||||||
| 345 FRAZIER AVENUE UNIT 205 | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $40,000 |
| CHATTANOOGA CHRISTIAN COMMUNITY FOUNDATION DBA THE GENEROSITY TRUST | |||||||
| 345 FRAZIER AVENUE UNIT 205 | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | FOR OUTREACH TO YOUTH AND CHILDREN | $40,000 |
| CHATTANOOGA CHRISTIAN COMMUNITY FOUNDATION DBA THE GENEROSITY TRUST | |||||||
| 345 FRAZIER AVENUE UNIT 205 | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $20,000 |
| CHATTANOOGA CHRISTIAN COMMUNITY FOUNDATION DBA THE GENEROSITY TRUST | |||||||
| 345 FRAZIER AVENUE UNIT 205 | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | FOR A MEDIA DRIVEN PROJECT. | $50,000 |
| CHATTANOOGA CHRISTIAN COMMUNITY FOUNDATION DBA THE GENEROSITY TRUST | |||||||
| 345 FRAZIER AVENUE UNIT 205 | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $30,000 |
| CHATTANOOGA CHRISTIAN COMMUNITY FOUNDATION DBA THE GENEROSITY TRUST | |||||||
| 345 FRAZIER AVENUE UNIT 205 | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $150,000 |
| CHATTANOOGA CHRISTIAN COMMUNITY FOUNDATION DBA THE GENEROSITY TRUST | |||||||
| 345 FRAZIER AVENUE UNIT 205 | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $100,000 |
| CHATTANOOGA CHRISTIAN COMMUNITY FOUNDATION DBA THE GENEROSITY TRUST | |||||||
| 345 FRAZIER AVENUE UNIT 205 | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $50,000 |
| CHATTANOOGA CHRISTIAN COMMUNITY FOUNDATION DBA THE GENEROSITY TRUST | |||||||
| 345 FRAZIER AVENUE UNIT 205 | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | FOR PROVIDING HEALTH SERVICES. | $50,000 |
| CHATTANOOGA CHRISTIAN COMMUNITY FOUNDATION DBA THE GENEROSITY TRUST | |||||||
| 345 FRAZIER AVENUE UNIT 205 | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | FOR OUTREACH TO THE INDIGENT. | $100,000 |
| CHATTANOOGA CHRISTIAN COMMUNITY FOUNDATION DBA THE GENEROSITY TRUST | |||||||
| 345 FRAZIER AVENUE UNIT 205 | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $25,000 |
| CHATTANOOGA CHRISTIAN COMMUNITY FOUNDATION DBA THE GENEROSITY TRUST | |||||||
| 345 FRAZIER AVENUE UNIT 205 | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | FOR BUILDING ORGANIZATIONAL CAPACITY | $75,000 |
| CHATTANOOGA CHRISTIAN COMMUNITY FOUNDATION DBA THE GENEROSITY TRUST | |||||||
| 345 FRAZIER AVENUE UNIT 205 | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $122,245 |
| CHATTANOOGA CHRISTIAN COMMUNITY FOUNDATION DBA THE GENEROSITY TRUST | |||||||
| 345 FRAZIER AVENUE UNIT 205 | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $205,000 |
| CHATTANOOGA CHRISTIAN SCHOOL INC | |||||||
| 3354 CHARGER DRIVE | CHATTANOOGA | TN | 37409 | NONE | 501(C)(3) | FOR BUILDING INFRASTRUCTURE | $75,000 |
| CHATTANOOGA EMPOWERMENT | |||||||
| 506 BLUE JAY RD | CHATTANOOGA | TN | 37412 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $5,000 |
| CHATTANOOGA ENDEAVORS | |||||||
| PO BOX 3351 | CHATTANOOGA | TN | 37404 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $5,000 |
| CHATTANOOGA GIRLS LEADERSHIP ACADEMY INC THE | |||||||
| 1802 BAILEY AVENUE | CHATTANOOGA | TN | 37404 | NONE | 501(C)(3) | FOR THE EDUCATION OF YOUTH AND CHILDREN | $60,000 |
| CHATTANOOGA GOODWILL INDUSTRIES INC | |||||||
| 3500 DODDS AVENUE | CHATTANOOGA | TN | 37407 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $10,000 |
| CHATTANOOGA SPORTS MINISTRIES | |||||||
| PO BOX 4493 | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $5,000 |
| CHATTANOOGA YOUTH NETWORK | |||||||
| PO BOX 2468 | CHATTANOOGA | TN | 37409 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $7,500 |
| CHILD EVANGELISM FELLOWSHIP OF GREATER CHATTANOOGA | |||||||
| PO BOX 3523 | CHATTANOOGA | TN | 37404 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $7,500 |
| CHOICES PREGNANCY RESOURCE CENTER | |||||||
| 951 EASTGATE LOOP SUITE 1000 | CHATTANOOGA | TN | 37411 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $7,500 |
| CHURCH OF THE FIRST BORN | |||||||
| PO BOX 2009 | CHATTANOOGA | TN | 37409 | NONE | 501(C)(3) | FOR OUTREACH TO YOUTH AND CHILDREN | $20,000 |
| CHURCH OF THE FIRST BORN | |||||||
| PO BOX 2009 | CHATTANOOGA | TN | 37409 | NONE | 501(C)(3) | FOR OUTREACH TO YOUTH AND CHILDREN | $35,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA INC | |||||||
| 1400 WILLIAMS ST | CHATTANOOGA | TN | 37408 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $76,021 |
| FCA - CHATTANOOGA AREA | |||||||
| PO BOX 338 | HIXSON | TN | 37343 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $20,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| PO BOX 338 | HIXSON | TN | 37343 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $7,500 |
| FIRST THINGS FIRST | |||||||
| 620 LINDSAY STREET | CHATTANOOGA | TN | 37403 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $7,500 |
| FOR HIS CHILDREN | |||||||
| PO BOX 1144 | MURRELLS INLET | SC | 29576 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $1,000 |
| GIRLS INC OF CHATTANOOGA | |||||||
| 4505 BRAINERD RD STE 110 | CHATTANOOGA | TN | 37411 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $7,500 |
| GIRLS PREPARATORY SCHOOL | |||||||
| PO BOX 4736 | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $2,000 |
| HABITAT FOR HUMANITY OF GREATER CHATTANOOGA AREA | |||||||
| 1201 EAST MAIN STREET | CHATTANOOGA | TN | 37408 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $10,000 |
| HAMILTON COUNTY SHERIFF'S OFFICE | |||||||
| 600 MARKET STREET | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | FOR OUTREACH TO FAMILIES | $30,000 |
| HEBER SPRINGS HUMANE SOCIETY | |||||||
| 49 SHELTER LANE | HEBER SPRINGS | AZ | 72543 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $1,000 |
| HOMES AND HAVENS | |||||||
| 1404 MCCALLIE AVE | CHATTANOOGA | TN | 37404 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $5,000 |
| HOPE FELLOWSHIP PRESBYTERIAN CHURCH | |||||||
| PO BOX 400 | HARRAH | WA | 98933 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $1,100 |
| HOPE FOR THE INNER CITY INC | |||||||
| PO BOX 11584 | CHATTANOOGA | TN | 37401 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $7,500 |
| HOPE INTERNATIONAL | |||||||
| 227 GRANITE RUN DRIVE SUITE 250 | LANCASTER | PA | 17601 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $5,000 |
| HOUSE UNIVERSITY MINISTRIES OF CHATTANOOGA THE | |||||||
| 650 MCCALLIE AVE | CHATTANOOGA | TN | 37403 | NONE | 501(C)(3) | FOR LEADERSHIP DEVELOPMENT IN YOUTH. | $5,000 |
| HOUSE UNIVERSITY MINISTRIES OF CHATTANOOGA THE | |||||||
| 650 MCCALLIE AVE | CHATTANOOGA | TN | 37403 | NONE | 501(C)(3) | FOR SPIRITUAL FORMATION AND EDUCATION | $18,000 |
| HUMANE EDUCATIONAL SOCIETY OF CHATTANOOGA TENN | |||||||
| 212 NORTH HIGHLAND PARK AVENUE | CHATTANOOGA | TN | 37404 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $1,200 |
| HUMANE EDUCATIONAL SOCIETY OF CHATTANOOGA TENN | |||||||
| 212 NORTH HIGHLAND PARK AVENUE | CHATTANOOGA | TN | 37404 | NONE | 501(C)(3) | FOR BUILDING INFRASTRUCTURE | $3,500 |
| INTERVARSITY CHRISTIAN FELLOWSHIP | |||||||
| PO BOX 7895 | MADISON | WI | 53707 | NONE | 501(C)(3) | FOR SPIRITUAL FORMATION AND EDUCATION | $26,000 |
| KING UNIVERSITY | |||||||
| 1350 KING COLLEGE ROAD | BRISTOL | TN | 37620 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $250,000 |
| LA PAZ DE DIOS INC | |||||||
| PO BOX 3058 | CHATTANOOGA | TN | 37404 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $7,500 |
| LAUNCH | |||||||
| PO BOX 903 | CHATTANOOGA | TN | 37401 | NONE | 501(C)(3) | TO TRAIN VOLUNTEERS/THE GENERAL PUBLIC. | $20,000 |
| LAUNCH | |||||||
| PO BOX 903 | CHATTANOOGA | TN | 37401 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $5,000 |
| LIFESPRING COMMUNITY HEALTH | |||||||
| PO BOX 3589 | CHATTANOOGA | TN | 37404 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $7,500 |
| MARION COUNTY RESOURCE CONNECTION | |||||||
| PO BOX 153 | JASPER | TN | 37347 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $1,000 |
| MEMORIAL HEALTH CARE SYSTEM FOUNDATION | |||||||
| 2525 DE SALES AVENUE | CHATTANOOGA | TN | 37404 | NONE | 501(C)(3) | FOR SPIRITUAL FORMATION AND EDUCATION | $40,000 |
| METROPOLITAN MINISTRIES INC (METMIN) | |||||||
| 4001 ROSSVILLE BLVD | CHATTANOOGA | TN | 37407 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $7,500 |
| MISSION INCREASE | |||||||
| 7357 SOUTHWEST BEVELAND STREET | TIGARD | OR | 97223 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $50,000 |
| MOSE AND GARRISON SISKIN MEMORIAL FOUNDATION INC | |||||||
| 1101 CARTER STREET | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | FOR EDUCATION OF YOUTH AND CHILDREN. | $20,000 |
| MOSE AND GARRISON SISKIN MEMORIAL FOUNDATION INC | |||||||
| 1101 CARTER STREET | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $10,000 |
| NATIONAL CENTER FOR YOUTH ISSUES | |||||||
| PO BOX 22185 | CHATTANOOGA | TN | 37422 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $7,500 |
| ON POINT | |||||||
| 4509 HIXSON PIKE SUITE 1 | HIXSON | TN | 37343 | NONE | 501(C)(3) | FOR SPIRITUAL FORMATION AND EDUCATION | $47,135 |
| ON POINT | |||||||
| 4509 HIXSON PIKE SUITE 1 | HIXSON | TN | 37343 | NONE | 501(C)(3) | FOR PROVIDING HEALTH SERVICES. | $50,000 |
| ON POINT | |||||||
| 4509 HIXSON PIKE SUITE 1 | HIXSON | TN | 37343 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $7,500 |
| ORANGE GROVE CENTER | |||||||
| 615 DERBY STREET | CHATTANOOGA | TN | 37404 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $10,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| 1033 MASSACHUSETTS AVE STE 3 | CAMBRIDGE | MA | 02138 | NONE | 501(C)(3) | FOR A MEDIA DRIVEN PROJECT. | $80,000 |
| PRISON FELLOWSHIP INTERNATIONAL | |||||||
| PO BOX 17434 | WASHINGTON | DC | 20041 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $2,000 |
| PUBLIC SCHOOL BIBLE STUDY COMMITTEE | |||||||
| PO BOX 4228 | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $5,000 |
| PUBLIC SCHOOL BIBLE STUDY COMMITTEE | |||||||
| PO BOX 4228 | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $1,000 |
| PUBLIC SCHOOL BIBLE STUDY COMMITTEE | |||||||
| PO BOX 4228 | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $5,000 |
| PUBLIC SCHOOL BIBLE STUDY COMMITTEE | |||||||
| PO BOX 4228 | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $5,000 |
| RICHMONT GRADUATE UNIVERSITY | |||||||
| 1815 MCCALLIE AVENUE | CHATTANOOGA | TN | 37404 | NONE | 501(C)(3) | FOR PROVIDING HEALTH SERVICES. | $34,000 |
| RICHMONT GRADUATE UNIVERSITY | |||||||
| 1815 MCCALLIE AVENUE | CHATTANOOGA | TN | 37404 | NONE | 501(C)(3) | FOR PROVIDING HEALTH SERVICES. | $55,000 |
| SALVATION ARMY OF CHATTANOOGA TN THE | |||||||
| 822 MCCALLIE AVENUE | CHATTANOOGA | TN | 37403 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $15,000 |
| SCENIC CITY WOMEN'S NETWORK | |||||||
| PO BOX 3148 | CHATTANOOGA | TN | 37404 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $5,000 |
| SHEPHERD'S ARMS RESCUE MISSION INC | |||||||
| PO BOX 16758 | CHATTANOOGA | TN | 37416 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $7,500 |
| SOZO CHATTANOOGA INC | |||||||
| 3918 TENNESSEE AVE STE 100 | CHATTANOOGA | TN | 37409 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $5,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 SAINT JUDE PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $1,000 |
| THE CHALMERS CENTER | |||||||
| 507 MCFARLAND ROAD SUITE B | LOOKOUT MOUNTAIN | GA | 30750 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $7,500 |
| THE HOUSE UNIVERSITY MINISTRIES | |||||||
| 650 MCCALLIE AVE | CHATTANOOGA | TN | 37403 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $7,500 |
| THE NEXT DOOR | |||||||
| P O BOX 23336 | CHATTANOOGA | TN | 37202 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $10,000 |
| THE SALVATION ARMY OF GREATER CHATTANOOGA | |||||||
| 822 MCCALLIE AVENUE | CHATTANOOGA | TN | 37403 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $10,000 |
| TRUSTBRIDGE GLOBAL FOUNDATION USA INC | |||||||
| 1901 ULMERTON RD SUITE 400 | CLEARWATER | FL | 33629 | NONE | 501(C)(3) | FOR OUTREACH TO YOUTH AND CHILDREN | $95,000 |
| UNITED METHODIST NEIGHBORHOOD CENTERS INC | |||||||
| PO BOX 2156 | CHATTANOOGA | TN | 37409 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $10,000 |
| UNITED METHODIST NEIGHBORHOOD CENTERS INC | |||||||
| PO BOX 2156 | CHATTANOOGA | TN | 37409 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $1,200 |
| UNITED WAY OF GREATER CHATTANOOGA | |||||||
| 630 MARKET STREET | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | FOR OUTREACH TO FAMILIES | $30,000 |
| UNITED WAY OF GREATER CHATTANOOGA | |||||||
| 630 MARKET STREET | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | FOR OUTREACH TO FAMILIES | $100,000 |
| UNITED WAY OF GREATER CHATTANOOGA | |||||||
| 630 MARKET STREET | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $15,000 |
| UNITED WAY OF GREATER CHATTANOOGA | |||||||
| 630 MARKET STREET | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $2,000 |
| VOLUNTEERS IN MEDICINE CHATTANOOGA INC | |||||||
| 5705 MARLIN ROAD SUITE 1400 | CHATTANOOGA | TN | 37411 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $7,500 |
| YOUNG MEN'S CHRISTIAN ASSOCIATION - YMCA | |||||||
| 301 WEST SIXTH STREET | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | FOR HOLISTIC COMMUNITY OUTREACH AND DEVELOPMENT | $10,000 |
| YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN CHATTANOOGA | |||||||
| 301 WEST SIXTH STREET | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | FOR OUTREACH TO YOUTH AND CHILDREN | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,179,401 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHATTANOOGA CHRISTIAN COMMUNITY FOUNDATION DBA THE GENEROSITY TRUST | |||||||
| 345 FRAZIER AVENUE UNIT 205 | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | FOR LEADERSHIP DEVELOPMENT OR TRAINING. | $80,000 |
| CHATTANOOGA CHRISTIAN SCHOOL INC | |||||||
| 3354 CHARGER DRIVE | CHATTANOOGA | TN | 37409 | NONE | 501(C)(3) | FOR BUILDING INFRASTRUCTURE. | $500,000 |
| CHATTANOOGA CHRISTIAN SCHOOL INC | |||||||
| 3354 CHARGER DRIVE | CHATTANOOGA | TN | 37409 | NONE | 501(C)(3) | FOR BUILDING INFRASTRUCTURE. | $500,000 |
| HOUSE UNIVERSITY MINISTRIES OF CHATTANOOGA THE | |||||||
| 650 MCCALLIE AVE | CHATTANOOGA | TN | 37403 | NONE | 501(C)(3) | FOR LEADERSHIP DEVELOPMENT IN YOUTH. | $25,000 |
| INTERVARSITY CHRISTIAN FELLOWSHIP | |||||||
| PO BOX 7895 | MADISON | WI | 53707 | NONE | 501(C)(3) | FOR SPIRITUAL FORMATION AND EDUCATION. | $52,000 |
| KING UNIVERSITY | |||||||
| 1350 KING COLLEGE ROAD | BRISTOL | TN | 37620 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $500,000 |
| MISSION INCREASE | |||||||
| 7357 SOUTHWEST BEVELAND STREET | TIGARD | OR | 97223 | NONE | 501(C)(3) | FOR GENERAL OPERATING SUPPORT. | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,807,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $767,082 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,483 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $270,746 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (7 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| UNRELATED BUSINESS INCOME | 525990 | $12,439 | ||
| ORDINARY INCOME THROUGH PARTNERSHIPS | 14 | -$66,517 | ||
| ROYALTY INCOME THROUGH PARTNERSHIPS - SCH ATTACHED | 14 | $49,477 | ||
| OTHER PORTFOLIO INCOME THROUGH PARTNERSHIPS | 14 | -$147,120 | ||
| OTHER INCOME THROUGH PARTNERSHIPS - SCH ATTACHED | 14 | $57,955 | ||
| RENTAL INCOME THROUGH PARTNERSHIPS - SCH ATTACHED | 16 | $3,715 | ||
| OTHER MISC INCOME | 14 | $2,341 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $12,439 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $937,696 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,483 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $956,618 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | TAX EXEMPT INCOME FROM PASSTHROUGH INVESTMENTS |
| 11 | SECTION 965(A) INCOME INCLUSION FROM PASSTHROUGH INVESTMENTS |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $13,018 | Amt |
| Net Investment Income | $3,255 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,764 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| 820 BROAD STREET - 4TH FLOOR CONDO | 2012-12-27 | $458,748 | $87,258 | SL | 39.000000000000 | $11,763 | $0 |
| RENOVATIONS | 2013-02-11 | $26,878 | $4,134 | SL | 39.000000000000 | $689 | $0 |
| FURNITURE | 2013-01-16 | $7,871 | $6,825 | 200DB | 7.000000000000 | $25 | $0 |
| FURNITURE | 2013-02-12 | $1,144 | $992 | 200DB | 7.000000000000 | $4 | $0 |
| FURNITURE | 2013-03-13 | $771 | $668 | 200DB | 7.000000000000 | $5 | $0 |
| DELL OUTLET LAPTOP | 2013-07-30 | $1,083 | $1,023 | 200DB | 5.000000000000 | $0 | $0 |
| CABINET | 2015-11-03 | $1,500 | $1,311 | 200DB | 7.000000000000 | $54 | $0 |
| DELL OUTLET LAPTOP | 2016-12-12 | $1,329 | $1,193 | 200DB | 5.000000000000 | $54 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| INFORMATION ABOUT OFFICERS | PART VIII, LINE 1 | ROBERT L. & KATHRINA H. MACLELLAN FOUNDATION HAS NO EMPLOYEES BUT REIMBURSES THE MACLELLAN FOUNDATION, INC. FOR ITS SHARE OF DIRECT EMPLOYEE EXPENSES AS WELL AS ANY INCIDENTAL EXPENSES. SERVICES WHICH WERE GENERALLY PROVIDED BY ROBERT H. MACLELLAN, JEREE SKEEN, TYLER HARR, TONYA WHITMAN AND CHARLES W. PHILLIPS WERE FOR VARYING PERCENTAGES OF TIMES. THE ONLY ABOVE MENTIONED PERSON WHO DEVOTES 100% OF HIS TIME TO ROBERT L. & KATHRINA H. MACLELLAN FOUNDATION IS ROBERT H. MACLELLAN. |
| DONOR ADVISED FUNDS | FORM 990-PF, PART VII-A, LINE 12 | DISTRIBUTIONS TOTALING $1,248,862WERE MADE IN 2019 TO A DONOR ADVISED FUND AT CHATTANOOGA CHRISTIAN COMMUNITY FOUNDATION (DBA THE GENEROSITY TRUST), EIN# 62-1536731. THE FOUNDATION RETAINED ADVISORY PRIVILEGES. CHATTANOOGA CHRISTIAN COMMUNITY FOUNDATION ("CCCF") IS A SECTION 509(A)(1) ORGANIZATION AS REFERRED TO IN SECTION 170(B)(1)(A)(VI). THE ENTIRE AMOUNT WAS TREATED AS A QUALIFYING DISTRIBUTION IN PART XV, LINE 3, CONTRIBUTIONS, GIFTS, GRANTS PAID. THE DONOR-ADVISED FUND AGREEMENT INCLUDES THE FOLLOWING:"CCCF SHALL RECEIVE, REVIEW AND CONSIDER WRITTEN RECOMMENDATIONS FROM THE COMMITTEE CONCERNING GRANTS MADE FROM THE FUND AND ANY CONDITIONS WHICH SHOULD BE PLACED UPON SUCH GRANTS. THE FINAL DECISION CONCERNING SUCH MATTERS SHALL BE MADE BY THE BOARD OF DIRECTORS OF CCCF." "NO INCOME OR PRINCIPAL OF THE FUND SHALL BE USED FOR ANY PURPOSE OR PAID TO ANY BENEFICIARY IF SUCH USE OR PAYMENT WOULD NOT BE PERMITTED BY THE INTERNAL REVENUE CODE (THE "CODE") OR REGULATIONS THEREUNDER FOR AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE CODE, TO WHICH CONTRIBUTIONS ARE DEDUCTIBLE UNDER SECTION 170(C)(2) OF THE CODE." |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PERSHING 6243- CORPORATE STOCK | $1,289,691 | $2,076,353 |
| PERSHING 2178- CORPORATE STOCK | $2,790,673 | $4,351,914 |
| PERSHING 1300- CORPORATE STOCK | $13,234,723 | $17,444,326 |
| PERSHING 3028- CORPORATE STOCK | $4,075,525 | $4,678,147 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (29 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIGHT STREET BEACON I, L.P. | AT COST | $829,458 | $1,896,384 |
| LIGHT STREET BEACON CO - INVEST 2, L.P. | AT COST | $100,000 | $600,058 |
| LIGHT STREET BEACON CO-INVEST 3 LP | AT COST | $98,144 | $234,760 |
| LIGHT STREET BEACON CO-INVEST 4 LP | AT COST | $99,912 | $82,440 |
| RESOLUTE CAPITAL FKA TENTH STREET FUND III LP | AT COST | $701,127 | $994,486 |
| RESOLUTE CAPITAL PARTNERS FUND IV | AT COST | $627,453 | $697,801 |
| HARLAN SPECIAL OPPORTUNITIES FUND III | AT COST | $650,151 | $868,861 |
| GTIS US RESIDENTIAL FUND | AT COST | $692,392 | $766,920 |
| MIDOCEAN TACTICAL FUND | AT COST | $127,976 | $91,366 |
| RENAISSANCE INSTITUTIONAL EQUITIES | AT COST | $1,858,709 | $2,286,911 |
| SIGNIA VENTURE PARTNERS III, LP | AT COST | $477,686 | $56,586 |
| DAVIDSON KEMPNER | AT COST | $1,149,427 | $1,846,613 |
| SERIES 1 OF VALOR BRAZIL LLC (NIBO) | AT COST | $100,088 | $98,667 |
| VALOR VENTURE FUND | AT COST | $634,579 | $2,516,928 |
| CEVIAN CAPITAL LTD | AT COST | $2,695,340 | $3,377,118 |
| ELLIOTT INTERNATIONAL | AT COST | $2,500,000 | $3,079,490 |
| GOLUB CAPITAL PARTNERS | AT COST | $925,755 | $1,750,000 |
| NANOTRONICS SR C PREFERRED STOCK | AT COST | $24,953 | $815,753 |
| NANOTRONICS SR D PREFERRED STOCK2 | AT COST | $499,991 | $24,953 |
| PORTFOLIO ADV SECOND FUND III | AT COST | $924,551 | $1,538,178 |
| SEG PARTNERS OFFSHORE | AT COST | $2,000,000 | $2,487,315 |
| VALOR GYM PASS SERIES C | AT COST | $100,000 | $128,546 |
| VALOR GYM SERIES D | AT COST | $100,000 | $101,011 |
| VALOR DICOMPLICA3 | AT COST | $100,000 | $98,926 |
| VALOR SONTRA4 | AT COST | $148,650 | $157,277 |
| VALOR PIPEFY SERIES B | AT COST | $70,000 | $72,792 |
| VALOR PIPEFY | AT COST | $100,000 | $225,034 |
| VALOR CARGOX | AT COST | $50,205 | $115,173 |
| VALUE ACT CAPITAL INTERNATIONAL | AT COST | $3,000,000 | $4,448,019 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| 820 BROAD STREET - 4TH FLOOR CONDO | $458,748 | $99,021 | $359,727 |
| RENOVATIONS | $26,878 | $4,823 | $22,055 |
| FURNITURE | $7,871 | $6,850 | $1,021 |
| FURNITURE | $1,144 | $996 | $148 |
| FURNITURE | $771 | $673 | $98 |
| DELL OUTLET LAPTOP | $1,083 | $1,023 | $60 |
| CABINET | $1,500 | $1,365 | $135 |
| DELL OUTLET LAPTOP | $1,329 | $1,247 | $82 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $8,848 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,848 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $6,343 | $634 | $5,709 |
| OTHER OVERHEAD EPENSES | $125,439 | $5,018 | $120,421 |
| SUPPLIES | $675 | $68 | $608 |
| GRANT EXPENSES CONVENING SCOTLAND | $20,225 | $0 | $20,225 |
| GENERAL GRANT EXPENSES | $38,066 | $0 | $38,066 |
| TRUSTEE EXPENSES | $15,610 | $0 | $15,610 |
| NONDEDUCTIBLE EXPENSES | $2,213 | $0 | $0 |
| CHARITABLE DONATIONS THROUGH PARTNERSHIPS | $189 | $189 | $0 |
| BANK FEES | $713 | $713 | $0 |
| PARTNERSHIP PORTFOLIO DEDUCTIONS 2% | $2,803 | $2,803 | $0 |
| PARTNERSHIP EXPENSES | $261,386 | $261,386 | $0 |
| MISCELLANEOUS EXPENSES | $3,531 | $142 | $3,389 |
| TRAINING AND EDUCATION | $1,200 | $0 | $1,200 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| UNRELATED BUSINESS INCOME | $12,439 | $12,439 | |
| ORDINARY INCOME THROUGH PARTNERSHIPS | -$66,517 | -$66,517 | -$66,517 |
| ROYALTY INCOME THROUGH PARTNERSHIPS - SCH ATTACHED | $49,477 | $49,477 | $49,477 |
| OTHER PORTFOLIO INCOME THROUGH PARTNERSHIPS | -$147,120 | -$147,120 | -$147,120 |
| OTHER INCOME THROUGH PARTNERSHIPS - SCH ATTACHED | $57,955 | $57,955 | $57,955 |
| RENTAL INCOME THROUGH PARTNERSHIPS - SCH ATTACHED | $3,715 | $3,715 | $3,715 |
| OTHER MISC INCOME | $2,341 | $2,341 | $2,341 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $217,132 | $217,132 | $0 |
| CONSULTING | $63,636 | $0 | $63,636 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD ON DIVIDENDS | $11,146 | $11,146 | $0 |
| EXCISE TAX PAYMENTS | $19,018 | $0 | $0 |
| STATE TAXES & FILINGS | $546 | $526 | $20 |
Comments