HASLAM FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HASLAM FAMILY FOUNDATION INC (EIN 62-1692007)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202133199349101673
- 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
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T08:52:19-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621873897 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEINER & ELLIS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 52206 | AddressLine1Txt |
| City | KNOXVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37950 | 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 | 621692007 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HASLAM FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O STEINER & ELLIS PLLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HASL | BusinessNameControlTxt |
| Phone | 8652123800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10146 | AddressLine1Txt |
| City | KNOXVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37939 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J TODD ELLIS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8652123800 | PhoneNum |
| Signature | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | J | PersonFirstNm |
| Person Last | TODD ELLIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON J STEINER CPA | PreparerPersonNm |
| PTIN | P00286532 | PTIN |
| Phone | 8652123800 | PhoneNum |
| Preparation | 2021-11-10 | PreparationDt |
| 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 | $23,279,775 | 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 | $10,584 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,584 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $468,894 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $468,852 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $974,168 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $974,168 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$14,299 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $281 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,439,347 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,453,885 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $48,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $48,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $21,240 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,240 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $216,689 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $169,875 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $285,929 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $239,115 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,375,397 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,371,586 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,661,326 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $239,115 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,371,606 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,221,979 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,214,770 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,015,869 | CashBOYAmt |
| Cash EOY | $3,298,775 | CashEOYAmt |
| Cash EOYFMV | $3,298,775 | CashEOYFMVAmt |
| Other Investments BOY | $35,431,541 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,926,656 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,981,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $43,447,410 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,225,431 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,279,775 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $43,447,410 | RetainedEarningBOYAmt |
| Retained Earning EOY | $21,225,431 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,447,410 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,225,431 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,447,410 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,225,431 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,447,410 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,221,979 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $21,225,431 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,225,431 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| FROM K-1 - HASLAM FOUNDATIONS PARTNERSHIP | P | $973,907 | $973,907 |
| FROM K-1 - ALPHAKEYS MADISON DEARBORN | P | -$35,844 | -$35,844 |
| FROM K-1 - ALPHAKEYS WP X ACCESS FUND | P | $205,907 | $205,907 |
| FROM K-1 - NEXPHASE CAPITAL FUND III, LP | P | -$169,802 | -$169,802 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $974,168 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,885 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,885 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,885 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $54,319 | 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 | $54,319 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $37,434 | OverpaymentAmt |
| Applied To ES Tax | $37,434 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEINER ELLIS PLLC | IndividualWithBooksNm |
| Phone | 8652123800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8351 E WALKER SPRINGS LANE SUITE | AddressLine1Txt |
| Address Line2 | 302 | AddressLine2Txt |
| City | KNOXVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37923 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES A HASLAM II | ||||||||
| PO BOX 10146 | KNOXVILLE | TN | 379390146 | DIRECTOR, PRESIDENT | 0.00 | $0 | $0 | $0 |
| JAMES A HASLAM III | ||||||||
| PO BOX 10146 | KNOXVILLE | TN | 379390146 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| WILLIAM E HASLAM | ||||||||
| PO BOX 10146 | KNOXVILLE | TN | 379390146 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| NATALIE L HASLAM | ||||||||
| 1640 LYONS BEND ROAD | KNOXVILLE | TN | 37919 | DIRECTOR, SECRETARY | 0.00 | $0 | $0 | $0 |
| ANN HASLAM BAILEY | ||||||||
| 806 SCENIC DRIVE | KNOXVILLE | TN | 37919 | DIRECTOR, VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| J TODD ELLIS | ||||||||
| PO BOX 52206 | KNOXVILLE | TN | 37950 | DIRECTOR, TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO PROGRAM RELATED INVESTMENTS DURING THE CURRENT TAX YEAR. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $35,398,376 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,516,186 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,914,562 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,914,562 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $553,718 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,360,844 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,818,042 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,818,042 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,885 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,885 | TotalTaxAmt |
| Distributable Before Adj | $1,801,157 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,801,157 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,801,157 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,371,606 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $23,371,606 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $23,371,606 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,801,157 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,047,130 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,534,969 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,630,787 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,610,116 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,767,701 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $38,590,703 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,371,606 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,801,157 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,570,449 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $60,161,152 | 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 | $2,047,130 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $58,114,022 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,534,969 | ExcessFromYear4Amt |
| Excess From Year3 | $5,630,787 | ExcessFromYear3Amt |
| Excess From Year2 | $8,610,116 | ExcessFromYear2Amt |
| Excess From Year1 | $16,767,701 | ExcessFromYear1Amt |
| Excess From Current Year | $21,570,449 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES A HASLAM II | ContributingManagerNm |
| Contributing Manager | JAMES A HASLAM III | ContributingManagerNm |
| Contributing Manager | WILLIAM E HASLAM | ContributingManagerNm |
| Contributing Manager | ANN HASLAM BAILEY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TODD ELLIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 52206 | AddressLine1Txt |
| City | KNOXVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 379502206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8652123800 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST STATING AMOUNT AND PURPOSE OF REQUEST, MOST RECENT AUDITED FINANCIAL STATEMENTS, COPY OF TAX EXEMPT RULING. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MAY 31 AND NOVEMBER 30 | SubmissionDeadlinesTxt |
| Restrictions On Awards | ONLY TO TAX EXEMPT 501(C)(3) ORGANIZATIONS, PREFERENCE GIVEN TO ORGANIZATIONS IN THE EAST TENNESSEE AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (93 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE FOR BETTER NONPROFITS | ||||||||
| 318 N GAY STREET SUITE 210 | KNOXVILLE | TN | 37917 | N/A | 501(C)(3) 509(A)(1) | TO CONNECT MEMBERS TO NONPROFIT PEERS, LEADERS, AND EXPERTS, AS WELL AS TO THE FOUNDATIONS, PHILANTHROPISTS, AGENCIES AND UNIVERSITY PARTNERS COMMITTED TO MAKING THE COMMUNITY STRONGER THROUGH BETTER NONPROFITS | $250,000 | |
| ARMY HISTORICAL FOUNDATION INC | ||||||||
| 2425 WILSON BLVD | ARLINGTON | VA | 22201 | N/A | 501(C)(3) 509(A)(1) | TO EDUCATE AMERICANS TO FULLY APPRECIATE THE SACRIFICES THAT GENERATIONS OF AMERICAN SOLDIERS HAVE MADE TO SAFEGUARD THE FREEDOMS OF THIS NATION. | $40,000 | |
| ARROWMONT SCHOOL OF ARTS AND CRAFTS | ||||||||
| 556 PARKWAY | GATLINBURG | TN | 37738 | N/A | 501(C)(3) 509(A)(1) | TO ENRICH LIVES THROUGH ART. | $2,500 | |
| BLOUNT COUNTY CHILDREN'S ADVOCACY CENTER | ||||||||
| 212 CATES ST | MARYVILLE | TN | 37801 | N/A | 501(C)(3) 509(A)(1) | TO PROVIDE A CHILD-FRIENDLY, HOME ENVIRONMENT IN A SAFE AND NATURAL SETTING WHILE CHILD ABUSE VICTIMS AND THEIR NON-OFFENDING FAMILY MEMBERS/GUARDIANS CAN RECEIVE COMPREHENSIVE AND COORDINATED SERVICES FROM THE AGENCIES COMPRISING THE BLOUNT COUNTY PROTECTIVE TEAM. | $40,000 | |
| BOY SCOUTS OF AMERICA MIDDLE TN COUNCIL | ||||||||
| 3414 HILLSBORO ROAD | NASHVILLE | TN | 37215 | N/A | 501(C)(3) 509(A)(1) | TO FOSTER THE CHARACTER DEVELOPMENT, CITIZENSHIP TRAINING AND PHYSICAL FITNESS OF YOUNG PEOPLE THROUGH AN EMPHASIS ON OUTDOOR PROGRAM EXPERIENCES TO PREPARE THEM TO BE RESPONSIBLE. | $10,000 | |
| BOYS & GIRLS CLUB OF ELIZABETHTON | ||||||||
| 104 HUDSON DRIVE | ELIZABETHTON | TN | 37643 | N/A | 501(C)(3) 509(A)(1) | TO CONDUCT FOCUS GROUPS AND SURVEYS THAT WILL ULTIMATELY ALLOW US TO REWRITE THE MESSAGE BEING GIVEN TO WOMEN AND GIRLS IN OUR REGION. | $12,500 | |
| BOYS & GIRLS CLUB OF THE TENNESSEE VALLEY | ||||||||
| 967 IRWIN STREET | KNOXVILLE | TN | 37917 | N/A | 501(C)(3) 509(A)(1) | TO ENABLE ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED US MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS. | $522,500 | |
| BREAKTHROUGH CORPORATION | ||||||||
| 2125 TARA HILL DRIVE | KNOXVILLE | TN | 37919 | N/A | 501(C)(3) 509(A)(1) | TO PROVIDE A COMPREHENSIVE STRUCTURE OF SUPPORT FOR INDIVIDUALS DIAGNOSED WITH AUTISM AS WELL AS THEIR FAMILY MEMBERS. | $15,000 | |
| CENTRO HISPANO DE EAST TENNESSEE | ||||||||
| 2455 SUTHERLAND AVE | KNOXVILLE | TN | 37919 | N/A | 501(C)(3) 509(A)(1) | EVERY LATINO ECONOMICALLY, CULTURALLY, AND EDUCATIONALLY THRIVING, | $12,500 | |
| CHANGE CENTER | ||||||||
| 203 HARRIET TUBMAN STREET | KNOXVILLE | TN | 37915 | N/A | 501(C)(3) 509(A)(2) | THE CHANGE CENTER WILL BE A SAFE, STRATEGICALLY LOCATED, CENTER-CITY PARTNERSHIP FACILITY THAT PROVIDES RELATIONAL, RECREATIONAL, LEADERSHIP DEVELOPMENT, AND JOBS INIATIVES FOR TEENS AND YOUNG ADULTS IN AN ATTRACTIVE FUN ENVIRONMENT | $75,000 | |
| CHEEKWOOD BOTANICAL GARDEN AND MUSEUM OF ART | ||||||||
| 1200 FORREST PARK DRIVE | NASHVILLE | TN | 37205 | N/A | 501(C)(3) 509(A)(1) | MAINTENANCE OF BOTANICAL GARDENS AND MUSEUM PROPERTIES. | $5,000 | |
| CHILDREN'S CENTER OF THE CUMBERLANDS | ||||||||
| PO BOX 4314 22510 ALBERTA ST | ONEIDA | TN | 37841 | N/A | 501(C)(3) 509(A)(1) | TO PROVIDE A PLACE OF COMFORT AND SAFETY FOR CHILDREN WHO HAVE BEEN ABUSED, TO EQUIP CHILDREN AND PARENTS WITH TOOLS NECESSARY TO HEAL FROM DEVASTATING TRAUMA, AND TO PREVENT CHILD ABUSE IN OUR COMMUNITY. | $12,500 | |
| CHOATE ROSEMARY HALL | ||||||||
| 333 CHRISTIAN STREET | WALLINGFORD | CT | 06492 | N/A | 501(C)(3) 509(A)(1) | TO PROVIDE A QUALITY SECONDARY INDEPENDENT SCHOOL EDUCATION TO APPROXIMATELY 859 STUDENTS PER YEAR. | $10,000 | |
| CHURCH DYNAMICS INTERNATIONAL | ||||||||
| 1740H DELL RANGE BLVD 324 | CHEYENNE | WY | 82009 | N/A | 501(C)(3) 509(A)(1) | SERVING AND EMPOWERING PASTORS AND CHURCH LEADERS TO EQUIP HEALTHY AND DYNAMIC REPRODUCTIVE CHURCHES GLOBALLY BY EVALUATING AND STRATEGIZING FOR SUCCESS. | $2,000 | |
| COMMUNITY COALITION AGAINST HUMAN TRAFFICKING | ||||||||
| 2095 LAKESIDE CENTRE WAY STE 101 | KNOXVILLE | TN | 37922 | N/A | 501(C)(3) 509(A)(1) | TO DEVELOP A PARTNERSHIP BETWEEN THE COMMUNITY, SERVICE PROVIDERS, LAW ENFORCEMENT AND THE MEDIA TO COMBAT HUMAN TRAFFICKING THROUGH EDUCATION, COORDINATION, OUTREACH, SPECIALIZED SERVICES OR INTERVENTIONS FOR VICTIMS, AND TRAINING. | $166,666 | |
| COMMUNITY SCHOOL OF THE ARTS | ||||||||
| 620 STATE STREET | KNOXVILLE | TN | 37902 | N/A | 501(C)(3) 509(A)(1) | TO PROVIDE AFFORDABLE QUALITY INSTRUCTION IN THE VISUAL AND PERFORMING ARTS TO CHILDREN OF VARIED SOCIO ECONOMIC BACKGROUNDS IN KNOX COUNTY AND THE SURROUNDING REGION. | $5,000 | |
| EAST TENNESSEE CHILDREN'S HOSPITAL ASSOCIATION INC | ||||||||
| 2018 CLINCH AVENUE | KNOXVILLE | TN | 37916 | N/A | 501(C)(3) 509(A)(1) | TO IMPROVE THE HEALTH OF CHILDREN. | $220,000 | |
| EAST TENNESSEE FOUNDATION | ||||||||
| 520 W SUMMIT HILL DR SUITE 1101 | KNOXVILLE | TN | 37902 | N/A | 501(C)(3) 509(A)(1) | TO BUILD CHARITABLE RESOURCES TO MAKE COMMUNITIES STRONGER AND LIVES BETTER THROUGH THOUGHTFUL GIVING. | $12,000 | |
| EAST TENNESSEE HISTORICAL SOCIETY INC | ||||||||
| PO BOX 1629 | KNOXVILLE | TN | 379011629 | N/A | 501(C)(3) 509(A)(1) | PRESERVES, INTERPRETS, AND PROMOTES THE HISTORY OF TENNESSEE, FOCUSING ON EAST TENNESSEE. | $150,000 | |
| EMERALD YOUTH FOUNDATION | ||||||||
| 1014 HEISKELL AVENUE | KNOXVILLE | TN | 37921 | N/A | 501(C)(3) 509(A)(1) | TO RAISE UP A LARGE NUMBER OF URBAN YOUTH TO LOVE JESUS CHRIST AND BECOME EFFECTIVE LEADERS WHO HELP RENEW THEIR COMMUNITIES | $1,250,000 | |
| ENSWORTH SCHOOL | ||||||||
| 7401 HIGHWAY 100 | NASHVILLE | TN | 37221 | N/A | 501(C)(3) 509(A)(1) | MAINTENANCE OF EDUCATIONAL INSTITUTION PROGRAMS AND PROPERTIES. | $66,667 | |
| ESSEX COUNTY COMMUNITY FOUNDATION | ||||||||
| 175 ANDOVER STREET SUITE 101 | DANVERS | MA | 01923 | N/A | 501(C)(3) 509(A)(1) | TO HELP PROMOTE AND MAXIMIZE LOCAL PHILANTHROPIC GIVING AND STRENGTHEN THE NONPROFITS ORGANIZATIONS OF ESSEX COUNTY. | $17,500 | |
| FAMILY AND CHILDREN'S SERVICE | ||||||||
| 1704 HEINMAN STREET | KNOXVILLE | TN | 37208 | N/A | 501(C)(3) 509(A)(1) | TO CONNECT INDIVIDUALS AND FAMILIES TO HOPE, TO HEALING, AND TO ONE ANOTHER. | $40,000 | |
| FIELDS OF DREAMS INC | ||||||||
| PO BOX 869 | KNOXVILLE | TN | 379010869 | N/A | PF | IMPROVEMENTS TO THIRTEEN (13) FOOTBALL FIELDS OWNED AND/OR OPERATED BY KNOX COUNTY (TENNESSEE) BOARD OF EDUCATION (KCS) AND TO FIVE (5) RUNNING TRACKS OWNED AND/OR OPERATED BY KCS. AMONG OTHER ITEMS, IMPROVE THE QUALITY, SAFETY, AND ACCESSIBILITY OF ATHLETIC FACILITIES OF SUCH PUBLIC HIGH SCHOOLS WITHIN KCS AND WILL BE IN FURTHERANCE OF CHARITABLE AND EDUCATIONAL PURPOSES. | $3,811 | |
| FRIENDS OF TENNESSEE'S BABIES WITH SPECIAL NEEDS | ||||||||
| PO BOX 544 | ALCOA | TN | 377010544 | N/A | 501(C)(3) 509(A)(1) | TO ENHANCE THE POTENTIAL OF INFANTS AND YOUNG CHILDREN WITH DISABILITIES BY OFFERING SUPPORT TO THEIR FAMILIES AND THE EARLY INTERVENTION PROFESSIONALS WHO SERVE THEM. | $10,000 | |
| FRIENDS OF THE KNOX COUNTY PUBLIC LIBRARY | ||||||||
| 500 W CHURCH AVE | KNOXVILLE | TN | 37902 | N/A | 501(C)(3) 509(A)(1) | TO FOSTER A LOVE OF LIBRARIES, BOOKS, AND READING IN THE KNOX COUNTY AREA THROUGH COMMUNITY OUTREACH, ADVOCACY, AND SUPPORT OF THE KNOX COUNTY PUBLIC LIBRARY SYSTEM AND STAFF. | $15,000 | |
| FROM K-1 - HASLAM FOUNDATION PARTNERSHIP | ||||||||
| 5516 LONAS DRIVE SUITE 260 | KNOXVILLE | TN | 37909 | N/A | N/A | N/A | $8 | |
| FROM K-1 - NEXPHASE CAPITAL FUND III LP | ||||||||
| 399 PARK AVE FLOOR 5 | NEW YORK | NY | 10022 | N/A | N/A | N/A | $311 | |
| GIRLS INCORPORATED OF TENNESSEE VALLEY | ||||||||
| PO BOX 7040 | OAK RIDGE | TN | 37831 | N/A | 501(C)(3) 509(A)(1) | INSPIRING GIRLS AGES 5-19 TO BECOME STRONG, SMART, AND BOLD. | $12,500 | |
| GREAT SCHOOLS PARTNERSHIP CHARITABLE TRUS | ||||||||
| 912 S GAY ST L210 | KNOXVILLE | TN | 37902 | N/A | 501(C)(3) 509(A)(1) | TO SERVE AS A CATALYST, THINK TANK, INCUBATOR, START-UP FUNDER, AND OPERATIONAL PARTNER FOR MAKING KNOX COUNTY SCHOOLS GLOBALLY COMPETITIVE. | $87,500 | |
| GREAT SMOKY MOUNTAIN HERITAGE CENTER INC | ||||||||
| PO BOX 268 | TOWNSEND | TN | 37882 | N/A | 501(C)(3) 509(A)(1) | TO PRESERVE, PROTECT, AND PROMOTE THE UNIQUE HISTORY AND RICH CULTURE OF THE EAST TENNESSEE MOUNTAIN COMMUNITIES THAT WERE INCORPORATED INTO THE GREAT SMOKY MOUNTAINS NATIONAL PARK. | $20,000 | |
| GREAT SMOKY MOUNTAIN INSTITUTE AT TREMONT | ||||||||
| 9275 TREMONT ROAD | TOWNSEND | TN | 37882 | N/A | 501(C)(3) 509(A)(1) | PROVIDES IN-DEPTH EXPERIENCES THROUGH EDUCATION PROGRAMS THAT CELEBRATE ECOLOGICAL AND CULTURAL DIVERSITY, FOSTER STEWARDSHIP, AND NURTURE APPRECIATION OF GREAT SMOKY MOUNTAINS NATIONAL PARK. | $21,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | ||||||||
| PO BOX 27478 | KNOXVILLE | TN | 37927 | N/A | 501(C)(3) 509(A)(1) | TO ELIMINATE SUBSTANDARD HOUSING AND HOMELESSNESS WORLDWIDE AND TO MAKING ADEQUATE, AFFORDABLE SHELTER A MATTER OF CONSCIENCE AND ACTION. | $80,000 | |
| HELEN ROSS MCNABB CENTER | ||||||||
| 201 W SPRINGDALE AVENUE | KNOXVILLE | TN | 37917 | N/A | 501(C)(3) 509(A)(2) | TO PROMOTE COMMUNITY HEALTH SERVICES (MENTAL HEALTH & SUBSTANCE ABUSE TREATMENT. | $225,000 | |
| HORATIO ALGER ASSOCIATION | ||||||||
| 99 CANAL CENTER PLAZA STE 320 | ALEXANDRIA | VA | 22314 | N/A | 501(C)(3) 509(A)(1) | TO PROVIDE SCHOLARSHIP ASSISTANCE TO HELP PROMISING HIGH SCHOOL STUDENTS (WHO FIT THE HORATIO ALGER PROFILE) ATTEND COLLEGE, AND TO SPREAD THE MESSAGE THAT AMERICA'S FREE ENTERPRISE SYSTEM PROVIDES THE GREATEST OPPORTUNITIES IN THE WORLD FOR PERSONAL ACHIEVEMENT AND SUCCESS. | $150,000 | |
| IJAMS NATURE CENTER INC | ||||||||
| 2915 ISLAND HOME AVENUE | KNOXVILLE | TN | 37920 | N/A | 501(C)(3) 509(A)(1) | TO INCREASE THE KNOWLEDGE OF, UNDERSTANDING OF, AND APPRECIATION FOR THE NATURAL WORLD BY PROVIDING EDUCATIONAL EXPERIENCES THROUGHOUT THE REGION. | $20,000 | |
| JDRF INTERNATIONAL | ||||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | N/A | 501(C)(3) 509(A)(1) | TO PROGRESSIVELY REMOVE THE IMPACT OF T1D FROM PEOPLE'S LIVES UNTIL WE ACHIEVE A WORLD WITHOUT T1D. | $5,000 | |
| JOY OF MUSIC YOUTH MUSIC SCHOOL CORPORATION | ||||||||
| 1309 EUCLID AVENUE 1-A | KNOXVILLE | TN | 37921 | N/A | 501(C)(3) 509(A)(1) | TO PROVIDE A QUALITY MUSIC EDUCATION PROGRAM FOR FINANCIALLY DISADVANTAGED, AT-RISK YOUTH. | $10,000 | |
| KNOX YOUTH SPORTS INC | ||||||||
| 5908 LYONS VIEW PIKE | KNOXVILLE | TN | 37919 | N/A | 501(C)(3) 509(A)(2) | TO ORGANIZE AND OPERATE BASEBALL, SOFTBALL AND BASKETBALL LEAGUES FOR MORE THAN 2,000 CHILDREN AGES 4-12 EACH YEAR. | $20,000 | |
| KNOXVILLE MUSEUM OF ART | ||||||||
| ATTN JOYCE JONES 1050 WORLDS FAIR | KNOXVILLE | TN | 37916 | N/A | 501(C)(3) 509(A)(2) | COLLECTION, PRESERVATION, EDUCATION, AND EXHIBITION OF WORKS OF ART FOR THE BENEFIT OF THE GENERAL PUBLIC. | $25,000 | PARK DR |
| KNOXVILLE SYMPHONY SOCIETY INC | ||||||||
| PO BOX 360 | KNOXVILLE | TN | 379010360 | N/A | 501(C)(3) 509(A)(1) | TO DEVELOP AND SUSTAIN A SYMPHONY ORCHESTRA OF THE HIGHEST ARTISTIC STANDARDS AND TO REACH EAST TENNESSEE AUDIENCES OF ALL AGES BY PROVIDING EXCELLENCE IN MUSICAL PERFORMANCE AND EDUCATION PROGRAMS. | $300,000 | |
| KNOXVILLE ZOOLOGICAL GARDENS INC | ||||||||
| PO BOX 6040 | KNOXVILLE | TN | 37914 | N/A | 501(C)(3) 509(A)(2) | TO CELEBRATE THE WONDERS OF THE NATURAL WORLD. THROUGH EDUCATION, CONSERVATION, EXHIBITION, RESEARCH AND RECREATION, THE ZOO WILL TELL THE STORIES OF THE ANIMALS, THE PLANTS AND THE PEOPLE WHO MAKE UP THE COMMUNITIES OF THE EARTH. | $850,000 | |
| KOINONIA FOUNDATION TENNESSEE | ||||||||
| 244 N PETERS ROAD SUITE 211 | KNOXVILLE | TN | 37923 | N/A | 501(C)(3) 509(A)(1) | TO SERVE INDIVIDUAL WITH DISABILITIES IN MULTI FUNCTIONAL DOMAINS WITH UNIQUE, NEEDS-BASED PROGRAMS THAT ENRICH THEIR LIVES AND PROVIDE THE OPPORTUNITY TO ACHIEVE LIFE-LONG LEARNING. | $10,000 | |
| LIPSCOMB UNIVERSITY | ||||||||
| ONE UNIVERSITY PARK DR | NASHVILLE | TN | 37204 | N/A | 501(C)(3) 509(A)(1) | TO ACT AS AN ACADEMIC INCUBATOR THAT LAUNCHES STUDENTS WHO ARE PREPARED TO LAUNCH CIVIC CHANGE. | $50,000 | |
| MARYVILLE COLLEGE | ||||||||
| 502 E LAMAR ALEXANDER PARKWAY | MARYVILLE | TN | 37804 | N/A | 501(C)(3) 509(A)(1) | TO MAINTAIN EDUCATIONAL INSTITUTION PROPERTIES. | $100,000 | |
| MOUNTAIN MISSION SCHOOL INC | ||||||||
| 1760 EDGEWATER DRIVE | GRUNDY | VA | 24614 | N/A | 501(C)(3) 509(A)(1) | PROVIDING A HOME, SCHOOL, AND CHURCH FOR CHILDREN WITH LEGITIMATE NEEDS. | $75,000 | |
| NANTUCKET COTTAGE HOSPITAL | ||||||||
| 57 PROSPECT STREET | NANTUCKET | MA | 02554 | N/A | 501(C)(3) 509(A)(1) | HEALTH CARE SERVICES. | $40,000 | |
| NASHVILLE SYMPHONY ASSOCIATION | ||||||||
| ONE SYMPHONY PLACE | NASHVILLE | TN | 37201 | N/A | 501(C)(3) 509(A)(1) | TO INSPIRE, ENTERTAIN, AND EDUCATE THROUGH EXCELLENCE IN MUSICAL PERFORMANCE. | $5,000 | |
| PEABODY ESSEX MUSEUM INC | ||||||||
| 161 ESSEX STREET | SALEM | MA | 01970 | N/A | 501(C)(3) 509(A)(1) | TO CELEBRATE OUTSTANDING ARTISTIC AND CULTURAL CREATIVITY BY COLLECTING, STEWARDING AND INTERPRETING OBJECTS OF ART AND CULTURE IN WAYS THAT INCREASE KNOWLEDGE, ENRICH THE SPIRIT, AND ENGAGE THE MIND AND STIMULATE THE SENSES. | $35,000 | |
| PELLISSIPPI STATE COMMUNITY COLLEGE FOUNDATION | ||||||||
| 10915 HARDIN VALLEY ROAD | KNOXVILLE | TN | 379330990 | N/A | 501(C)(3) 509(A)(1) | TO BENEFIT THE NURSING PROGRAM FUND. | $200,000 | |
| RESTORATION HOUSE OF EAST TENNESSEE | ||||||||
| 2205 VILLAGE PLACE WAY | KNOXVILLE | TN | 37923 | N/A | 501(C)(3) 509(A)(1) | TO PROVIDE SUPPORTIVE TRANSITIONAL HOUSING AND MENTORSHIP IN A SAFE LEARNING ENVIRONMENT WHERE SINGLE MOTHERS AND THEIR CHILDREN HAVE AN OPPORTUNITY TO RESTORE LIFE'S FOUR KEY RELATIONSHIPS THROUGH A PERSONALIZED, GUIDED PLAN. | $312,500 | |
| ROOT NS INC | ||||||||
| SHETLAND PARK 35 CONGRESS ST SUITE | SALEM | MA | 01970 | N/A | 501(C)(3) 509(A)(2) | TO PROVIDE YOUTH WITH A PATHWAY OUT OF THE ENTRENCHED CYCLE OF POVERTY THROUGH LIFE AND WORK READINESS SKILLS. | $5,000 | 2350 |
| SEQUOYAH ELEMENTARY FOUNDATION | ||||||||
| PO BOX 11709 | KNOXVILLE | TN | 37919 | N/A | 501(C)(3) 509(A)(1) | TO FUND INITIATIVES AND INFRASTRUCTURES OF SEQUOYAH ELEMENTARY SCHOOL INCLUDING UPGRADING COMPUTERS, UPGRADING SCHOOL SECURITY, PROVIDING AFTER-SCHOOL ARTS AND LANGUAGE PROGRAMS AND IMPROVING THE PLAYGROUND, ALL TO ENHANCE THE CORE CURRICULUM OF THE SCHOOL. | $2,000 | |
| SERTOMA CENTER INC | ||||||||
| 1400 E FIFTH AVENUE | KNOXVILLE | TN | 37917 | N/A | 501(C)(3) 509(A)(1) | TO BRING LIFE AND ALL ITS RICHNESS TO THOSE WE SERVE. | $250,000 | |
| SOAR YOUTH MINISTRIES | ||||||||
| PO BOX 51611 | KNOXVILLE | TN | 37950 | N/A | 501(C)(3) 509(A)(1) | TO CONNECT CHILDREN WITH DEEP SPIRITUAL, EMOTIONAL, ACADEMIC AND PHYSICAL NEEDS WITH CARING ADULTS WHO HAVE BEEN BLESSED WITH ABUNDANCE IN THOSE AREAS. | $410,000 | |
| SQUASHBUSTERS INC | ||||||||
| 795 COLUMBUS AVENUE | ROXBURY CROSSING | MA | 02120 | N/A | 501(C)(3) 509(A)(1) | TO CHALLENGE AND NURTURE URBAN YOUTH - AS STUDENTS, ATHLETES AND CITIZENS - SO THAT THEY RECOGNIZE AND FULFILL THEIR FULLEST POTENTIAL IN LIFE. | $15,000 | |
| ST GEORGE'S EPISCOPAL CHURCH | ||||||||
| 4715 HARDING ROAD | NASHVILLE | TN | 37205 | N/A | 501(C)(3) 509(A)(1) | TO RECEIVE, LIVE, AND SHARE THE ABUNDANT LIFE OF JESUS CHRIST. | $42,500 | |
| ST JOHN'S CATHEDRAL | ||||||||
| 413 CUMBERLAND AVENUE | KNOXVILLE | TN | 37902 | N/A | 501(C)(3) 509(A)(1) | TO ENRICH SPIRITUAL LIVES AND THE LIVES OF OTHERS. | $385,000 | |
| SAINT JOHN'S CATHEDRAL | ||||||||
| 413 CUMBERLAND AVENUE | KNOXVILLE | TN | 37902 | N/A | 501(C)(3) 509(A)(1) | TO ENRICH SPIRITUAL LIVES AND THE LIVES OF OTHERS. | $60,000 | |
| TENNESSEE FINANCIAL LITERACY COMMISSION | ||||||||
| TENNESSEE STATE CAPITOL 1ST FLOOR | NASHVILLE | TN | 37243 | N/A | 501(C)(3) 509(A)(1) | TO EQUIP TENNESSEANS WITH THE TOOLS THEY NEED TO MAKE SOUND FINANCIAL DECISIONS WHEN IT COMES TO PLANNING, SAVING AND INVESTING. THE COMMISSION IS CURRENTLY FOCUSED ON REACHING TENNESSEANS AT A YOUNG AGE, TEACHING STUDENTS HOW TO SAVE FOR THEIR GOALS AND PLAN FOR A BETTER FUTURE. | $25,000 | |
| TENNESSEE STATE COLLABORATIVE ON REFORMING EDUCATION | ||||||||
| 1207 18TH AVENUE SOUTH 326 | NASHVILLE | TN | 37212 | N/A | 501(C)(3) 509(A)(1) | TO HELP TENNESSEE ACHIEVE ACADEMIC SUCCESS FOR ALL STUDENTS. | $530,000 | |
| TENNESSEE STATE MUSEUM FOUNDATION | ||||||||
| 505 DEADERICK STREET | NASHVILLE | TN | 37243 | N/A | 501(C)(3) 509(A)(1) | TO SUPPORT THE ACTIVITIES AND PROGRAMS OF THE TENNESSEE STATE MUSEUM. | $750,000 | |
| THE CANCER SUPPORT COMMUNITY EAST TENNESSEE | ||||||||
| 2230 SUTHERLAND AVENUE | KNOXVILLE | TN | 37919 | N/A | 501(C)(3) 509(A)(1) | TO ENSURE THAT ALL PEOPLE IMPACTED BY CANCER ARE EMPOWERED BY KNOWLEDGE, STRENGTHENED BY ACTION, AND SUSTAINED BY COMMUNITY. | $20,000 | |
| THE UNIVERSITY OF TENNESSEE FOUNDATION | ||||||||
| 600 HENLEY ST STE 100 KNOXVILLE | KNOXVILLE | TN | 37996 | N/A | 501(C)(3) 509(A)(1) | TO ENRICH THE LIVES OF THE STUDENTS, FACULTY, STAFF, ALUMNI AND FRIENDS OF THE UNIVERSITY OF TENNESSEE THROUGH ALUMNI ENGAGEMENT, FINANCIAL STEWARDSHIP AND PRIVATE GIFT SUPPORT. | $13,538,500 | |
| TNACHIEVES | ||||||||
| 10427 PETSAFE WAY | KNOXVILLE | TN | 37932 | N/A | 501(C)(3) 509(A)(1) | TO INCREASE HIGHER EDUCATION OPPORTUNITIES FOR TENNESSEE STUDENTS BY PROVIDING LAST DOLLAR SCHOLARSHIPS WITH MENTOR GUIDANCE. | $75,000 | |
| US FUND FOR UNICEF | ||||||||
| 125 MAIDEN LANE NEW | NEW YORK | NY | 10038 | N/A | 501(C)(3) 509(A)(1) | TO HELP CHILDREN IN POSTWAR EUROPE, CHINA, AND THE MIDDLE EAST. | $25,000 | |
| UNITED WAY OF GREATER KNOXVILLE INC | ||||||||
| 1301 HANNAH DRIVE | KNOXVILLE | TN | 37921 | N/A | 501(C)(3) 509(A)(1) | TO BRING VOLUNTEERS AND COMPANIES TOGETHER IN ORDER TO IMPROVE PEOPLE'S LIVES. | $275,000 | |
| UNIVERSITY HEALTH SYSTEM INC | ||||||||
| 1520 CHEROKEE TRL STE 200 | KNOXVILLE | TN | 37920 | N/A | 501(C)(3) 509(A)(1) | TO HELP PROVIDE SPIRITUAL SUPPORT THROUGH THE DOEBLER PASTORAL CARE ENDOWMENT. | $55,000 | |
| UNIVERSITY OF CHATTANOOGA FOUNDATION | ||||||||
| 605 OAK STREET DEPT 6806 | CHATTANOOGA | TN | 37403 | N/A | 501(C)(3) 509(A)(1) | UT ATHLETICS TRANING FACILITY | $33,334 | |
| VAIL MOUNTAIN SCHOOL | ||||||||
| 3000 BOOTH FALLS ROAD | VAIL | CO | 81657 | N/A | 501(C)(3) 509(A)(1) | MAINTENANCE OF EDUCATIONAL INSTITUTION PROPERTIES. | $25,000 | |
| WEBB SCHOOL OF KNOXVILLE | ||||||||
| 9800 WEBB SCHOOL DRIVE | KNOXVILLE | TN | 379233399 | N/A | 501(C)(3) 509(A)(1) | MAINTENANCE OF EDUCATIONAL INSTITUTION PROPERTIES. | $115,000 | |
| YMCA OF EAST TN | ||||||||
| 616 JESSAMINE ST | KNOXVILLE | TN | 37917 | N/A | 501(C)(3) 509(A)(2) | TO EMPOWER YOUNG PEOPLE TO REACH THEIR FULL POTENTIAL. | $625,000 | |
| YOKE YOUTH MINISTRIES | ||||||||
| PO BOX 3492 | KNOXVILLE | TN | 37927 | N/A | 501(C)(3) 509(A)(1) | TO MENTOR MIDDLE SCHOOL STUDENTS THROUGH AFTER SCHOOL CLUBS, WEEKEND AND SUMMER CAMPS, AND SOCIAL ACTIVITIES DESIGNED TO MEET THE RELATIONAL AND SPIRITUAL NEEDS OF ADOLESCENTS. | $8,000 | |
| YWCA | ||||||||
| 420 WEST CLINCH AVENUE | KNOXVILLE | TN | 37902 | N/A | 501(C)(3) 509(A)(1) | TO ELIMINATE RACISIM, EMPOWERING WOMEN, AND PROMOTING PEACE, JUSTICE, FREEDOM, AND DIGNITY FOR ALL. | $12,500 | |
| ALZHEIMER'S TENNESSEE INC | ||||||||
| 5801 KINGSTON PIKE | KNOXVILLE | TN | 37919 | N/A | 501(C)(3) 509(A)(1) | TO PREVENT, TREAT, AND CURE ALZHEIMER'S DISEASE AND THE RELATED DEMENTIAS. | $10,000 | |
| TENNESSEE KIDS BELONG | ||||||||
| 1229 LAKEVIEW DR | FRANKLIN | TN | 37067 | N/A | 501(C)(3) 509(A)(1) | TO UNITE GOVERNMENT, FAITH-BASED, BUSINESS, AND CREATIVE COMMUNITIES TO END THE FOSTER CARE AND ADOPTION CRISIS. | $12,500 | |
| WEST HIGH SCHOOL ATHLETIC COUNCIL INC | ||||||||
| PO BOX 10344 | KNOXVILLE | TN | 37939 | N/A | 501(C)(3) 509(A)(1) | FOR THE CAPITAL CAMPAIGN. | $125,000 | |
| WILLIAMS CREEK YOUTH FOUNDATION | ||||||||
| 2351 DANDRIDGE AVE | KNOXVILLE | TN | 37915 | N/A | 501(C)(3) 509(A)(1) | FOR THE FIRST TEE OF GREATER KNOXVILLE'S CAPITAL GIVING CAMPAIGN. | $50,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | N/A | 501(C)(3) 509(A)(1) | TO PROVIDE PATIENT PROGRAMS AND SERVICES, EMOTIONAL SUPPORT, AND TRUSTED INFORMATION FOR THOSE FACING A CANCER DIAGNOSIS AND THEIR FAMILIES. | $10,000 | |
| DIOCESE OF EAST TENNESSEE | ||||||||
| 814 EPISCOPAL SCHOOL WAY | KNOXVILLE | TN | 37932 | N/A | 501(C)(3) 509(A)(1) | FOR THE HASLAM SEMINARIAN SCHOLARSHIP FUND. | $85,000 | |
| KEEP KNOXVILLE BEAUTIFUL | ||||||||
| PO BOX 385 | KNOXVILLE | TN | 37901 | N/A | 501(C)(3) 509(A)(1) | TO HELP MAKE KNOXVILLE CLEANER, GREENER, AND MORE BEAUTIFUL. | $1,500 | |
| KNOXVILLE ROTARY CLUB STUDENT LOAN FUND | ||||||||
| 501 MAIN AVENUE NO 166 | KNOXVILLE | TN | 37901 | N/A | 501(C)(3) 509(A)(2) | A NIGHT WITH ROMEO & JULIET SPONSORSHIP | $5,000 | |
| LEADERSHIP KNOXVILLE INC | ||||||||
| 17 MARKET SQUARE 201 | KNOXVILLE | TN | 37902 | N/A | 501(C)(3) 509(A)(1) | 2020 TUITION SCHOLARSHIP FOR JOHN (JACK) NEELY | $3,400 | |
| LINCOLN MEMORIAL UNIVERSITY | ||||||||
| 6985 CUMBERLAND GAP PKWY | HARROGATE | TN | 37752 | N/A | 501(C)(3) 509(A)(1) | FOR THE JOHN MEACHAM EVENT. | $10,000 | |
| SECOND HARVEST FOOD BANK OF EAST TENNESSEE | ||||||||
| 922 DELAWARE AVENUE | KNOXVILLE | TN | 37921 | N/A | 501(C)(3) 509(A)(1) | TO HELP ELIMINATE HUNGER BY PROVIDING FOOD, EDUCATION AND SERVICES IN 18 EAST TENNESSEE COUNTY SERVICE AREAS. | $25,000 | |
| THE SALVATION ARMY | ||||||||
| PO BOX 669 | KNOXVILLE | TN | 37901 | N/A | 501(C)(3) 509(A)(1) | TO PREACH THE GOSPEL OF JESUS CHRIST AND TO MEET HUMAN NEEDS IN HIS NAME WITHOUT DISCRIMINATION. | $25,000 | |
| UNITED WAY OF ANDERSON COUNTY INC | ||||||||
| PO BOX 4158 | OAK RIDGE | TN | 37831 | N/A | 501(C)(3) 509(A)(1) | TO BRING VOLUNTEERS AND COMPANIES TOGETHER IN ORDER TO IMPROVE PEOPLE'S LIVES. | $10,000 | |
| UNITED WAY OF BLOUNT COUNTY | ||||||||
| 1615 E BROADWAY AVE | MARYVILLE | TN | 37804 | N/A | 501(C)(3) 509(A)(1) | TO BRING VOLUNTEERS AND COMPANIES TOGETHER IN ORDER TO IMPROVE PEOPLE'S LIVES. | $11,200 | |
| UNITED WAY OF BRISTOL TENN VA INC | ||||||||
| 315 8TH ST | BRISTOL | TN | 37620 | N/A | 501(C)(3) 509(A)(1) | TO BRING VOLUNTEERS AND COMPANIES TOGETHER IN ORDER TO IMPROVE PEOPLE'S LIVES. | $10,000 | |
| UNITED WAY OF CHATTANOOGA | ||||||||
| 630 MARKET STREET | CHATTANOOGA | TN | 37402 | N/A | 501(C)(3) 509(A)(1) | TO BRING VOLUNTEERS AND COMPANIES TOGETHER IN ORDER TO IMPROVE PEOPLE'S LIVES. | $10,000 | |
| UNITED WAY OF HAMBLEN COUNTY | ||||||||
| PO BOX 1794 | MORRISTOWN | TN | 37816 | N/A | 501(C)(3) 509(A)(1) | TO BRING VOLUNTEERS AND COMPANIES TOGETHER IN ORDER TO IMPROVE PEOPLE'S LIVES. | $10,000 | |
| UNITED WAY OF SEVIER COUNTY | ||||||||
| 140 COURT AVE STE 1 | SEVIERVILLE | TN | 37862 | N/A | 501(C)(3) 509(A)(1) | TO BRING VOLUNTEERS AND COMPANIES TOGETHER IN ORDER TO IMPROVE PEOPLE'S LIVES. | $10,000 | |
| CAMPBELL COUNTY HIGH SCHOOL | ||||||||
| 150 COUGAR LANE | JACKSBORO | TN | 37757 | N/A | 501(C)(3) 509(A)(1) | FIELD TURF. | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,375,397 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,584 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $468,894 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $281 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $974,168 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Unrelated Business Taxbl Incm | -$14,580 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$14,299 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,453,646 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,439,347 | TotalIncomeProducingActyAmt |
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 | $48,000 | Amt |
| Net Investment Income | $48,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIELDS OF DREAMS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 869 | AddressLine1Txt |
| City | KNOXVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 379010869 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-05-26 | GrantDt |
| Grant | $3,811 | GrantAmt |
| Purpose Of Grant | FINAL EXPENSES FOR IMPROVEMENTS TO THIRTEEN (13) FOOTBALL FIELDS OWNED AND/OR OPERATED BY KNOX COUNTY (TENNESSEE) BOARD OF EDUCATION (KCS) AND TO FIVE (5) RUNNING TRACKS OWNED AND/OR OPERATED BY KCS. AMONG OTHER ITEMS, IMPROVE THE QUALITY, SAFETY, AND ACCESSIBILITY OF ATHLETIC FACILITIES OF SUCH PUBLIC HIGH SCHOOLS WITHIN KCS AND WILL BE IN FURTHERANCE OF CHARITABLE AND EDUCATIONAL PURPOSES. | PurposeOfGrantTxt |
| Expended By Grantee | $3,811 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | MONTHLY | DatesOfReportsByGranteeTxt |
| Verification | 2021-01-01 | VerificationDt |
| Results Of Verification | REPORTS AND SUPPORTING DOCUMENTS REFLECT FUNDS EXPENDED IN ACCORDANCE WITH INTENDED PURPOSE INCLUDING FINAL EXPENSES OF NON-PROFIT. | ResultsOfVerificationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UBS MADISON DEARBORN FUND, LLC | FMV | $63,080 | $23,897 |
| HASLAM FOUNDATIONS PARTNERSHIP | FMV | $16,841,109 | $17,984,696 |
| NEXPHASE CAPITAL FUND III, LP | FMV | $873,120 | $1,825,401 |
| UBS WP X ACCESS FUND, LLC | FMV | $149,347 | $147,006 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $20 | $0 | $20 |
| INVESTMENT EXPENSES | $169,762 | $169,762 | $0 |
| INSURANCE | $46,405 | $0 | $0 |
| NONDEDUCTIBLE EXPENSES | $389 | $0 | $0 |
| SECTION 59(E)(2) EXPENDITURES | $113 | $113 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT INCOME | $281 | $281 | $281 |
| OTHER INVESTMENT INCOME | -$14,580 | $0 | -$14,580 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN | $1,812 | $1,812 | $0 |
| STATE & LOCAL | $19,428 | $19,428 | $0 |
Comments