2021-12-01T16:00:53-06:00 2021-08-31 570381582 ELLIOTT DAVIS LLCPLLC 629 MARKET STREET SUITE 100 CHATTANOOGA TN 37402 990 2020-09-01 237303138 BOTA FOUNDATION C/O WILLIAM R RUSSELL BOTA 4233048027 1333 FALMOUTH RD CHATTANOOGA TN 37405 WILLIAM R RUSSELL TREASURER 4233048027 2021-11-30 1 WILLIAM RUSSELL 999009999 ERIC MYERS P01072378 4237567100 2021-11-30 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z WILLIAM R RUSSELL 1333 FALMOUTH RD CHATTANOOGA TN 37405 8098702 0 X N/A X 1973 TN SEE SCH OTHE PURPOSE OF THE BOTA FOUNDATION IS TO ACCUMULATE FUNDS AND PROVIDE ASSISTANCE TO CARRY OUT THE PRESENT AND FUTURE PURPOSES FOR WHICH ORANGE GROVE WAS ESTABLISHED, ASSIST ORANGE GROVE CENTER OR ANY PUBLIC OR PRIVATE AGENCIES HAVING A LIKE PURPOSES OR OBJECTIVES, PROVIDED THAT SUCH ACTIVITIES MUST BE FOR THE EXCLUSIVE BENEFIT OF OR TO CARRY OUT THE PRESENT OR FUTURE PURPOSES OF ORANGE GROVE CENTER. 5 5 0 0 0 0 0 0 0 0 -879875 2517157 0 0 -879875 2517157 930000 895710 0 0 0 0 0 0 0 146265 172409 1076265 1068119 -1956140 1449038 34283854 42031691 0 0 34283854 42031691 SEE PAGE 1 0 0 895710 895710 GRANT TO ORANGE GROVE - HABILITATION GRANT - $108,700GRANT TO ORANGE GROVE - UNFUNDED CLIENTS - $45,000GRANT TO ORANGE GROVE - SUBMITTED REQUESTS - $742,010 895710 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 TN X X WILLIAM R RUSSELL 4233048027 1333 FALMOUTH RD CHATTANOOGA TN 37405 X JOHN F GERM CHAIRPERSON 0.75 X 0 0 0 WILLIAM R RUSSELL TREASURER 1.00 X 0 0 0 HUGH J MOORE JR ESQ SECRETARY 0.50 X 0 0 0 STEPHEN PERRY AT LARGE MEMBER 0.50 X 0 0 0 JONATHAN F KENT ESQ AT LARGE MEMBER 0.50 X 0 0 0 0 0 0 0 0 0 0 0 609487 609487 7489215 5581545 1907670 1907670 1907670 2517157 0 0 2517157 895710 895710 169163 169163 MISCELLANEOUS 3246 3246 1068119 895710 172409 0 19136 15890 919876 919876 33187917 40939000 110000 110000 46925 46925 34283854 42031691 0 0 X 34283854 42031691 34283854 42031691 34283854 42031691 X 1449038 6298799 X 0 0 0 X X 1 ORANGE GROVE CTR 620549365 2 1 895710 0 1 895710 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCH A PAGE 5, SECTION C LINE 1 THE MAJORITY OF THE MEMBERS OF THE GOVERNING BODY ARE FORMER PRESIDENTS OF THE ORANGE GROVE BOARD. ALL MEMBERS OF THE GOVERNING BODY ARE CURRENT MEMBERS OR HONORARY MEMBERS OF THE ORANGE GROVE BOARD. ORANGE GROVE CENTER ELECTS TWO MEMBERS OF THE GOVERNING BODY. 1 ORANGE GROVE CTR 615 DERBY STREET CHATTANOOGA TN 37404 620549365 501(C)(3) 895710 SEE PART III OF FORM 990 QUESTION 4 1 FORM 990, PART VI, SECTION A, LINE 3 PERIODIC MEETINGS OF THE GOVERNING BODY ARE HELD AT WHICH THE TREASURER'S REPORT IS PRESENTED. THE CURRENT STATEMENT OF NET ASSETS IS REVIEWED AS WELL AS INFORMATION FROM THE INVESTMENT COMMITTEE (CONCERNING THE FOUNDATION'S INVESTMENT PORTFOLIOS). IN ADDITION, GRANT REQUESTS AS REVIEWED BY THE GRANT COMMITTEE ARE PRESENTED FOR APPROVAL. FORM 990, PART VI, SECTION A, LINE 7A ORANGE GROVE CENTER ELECTS TWO MEMBERS OF THE GOVERNING BODY. THE MAJORITY OF THE MEMBERS OF THE GOVERNING BODY ARE FORMER PRESIDENTS OF THE ORANGE GROVE BOARD. ALL MEMBERS OF THE GOVERNING BODY ARE CURRENT MEMBERS OR HONARY MEMBERS OF THE ORANGE GROVE BOARD. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE CURRENT FORM 990 IS PROVIDED TO THE GOVERNING BODY PRIOR TO FILING FOR REVIEW AND COMMENT. AS THE FORM 990 IS OPEN TO PUBLIC INSPECTION, MEMBERS OF THE GOVERNING BODY ARE ALSO ENCOURAGED TO ELECTRONICALLY ACCESS THE FORM FOR THEIR REVIEW UPON ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C AT EACH MEETING OF THE GOVERNING BODY THE MEMBERS ARE REMINDED OF THE CONFLICT OF INTEREST POLICY PRIOR TO ANY ACTION AND ANY MEMBER WITH A POTENTIAL CONFLICT IS REQUIRED TO ABSTAIN FROM VOTING. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: NET CHANGE IN UNREALIZED APPREC./(DEPREC.) FOR THE PERIOD 6,298,799. ORANGE GROVE CENTER 615 DERBY STREET CHATTANOOGA TN 37404 620549365 OPARATES A LEARNING FACILITY FOR THOSE W/ PHYSICAL/MENTAL CHALLENGES TN 501(C)(3) LINE 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0