2019-11-06T15:53:51-06:00 2017-12-31 621199757 LBMC PC 605 CHESTNUT STREET SUITE 1100 CHATTANOOGA TN 37450 990PF 2017-01-01 200298456 TENNESSEE HEALTH FOUNDATION INC TENN 4235357163 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 TREY WHITE CAO & CONTROLLER 4235357163 2019-10-25 0 LUCAS WATSON P01808745 4237566585 2019-10-24 8.42.53.250 2019-10-25 08:29:27 ED 6241442018303032ce48 2018-10-30 P 2BBF8207659FF847A4E3A964DD24EF1238B789DE 5D09A3CE304D0E1BD7F6112027FB2ABAB9335E4C 2017 2020-03-31 21:24:44Z X X 236592162 X X 77222 494380 3035872 4498536 8851171 9536058 78979 0 292034 11964265 14821008 78979 0 0 0 11800 1770 10030 636300 903565 0 209973 0 0 2832964 8400 2906789 3691037 913735 2916819 7468410 7468410 11159447 913735 10385229 804818 13907273 78979 163878 55924 55924 4877375 3534521 3534521 195775793 206858770 206858770 11417684 23727920 23737920 123686 2405027 2405027 212358416 236582162 236592162 117474 109339 186575 53319 304049 162658 X 212054367 236419504 212054367 236419504 212358416 236582162 212054367 804818 23560319 236419504 0 236419504 SILCHESTER ST CAPITAL GAINS P 225859 225859 SILCHESTER LT CAPITAL GAINS P 1300403 1300403 SILCHESTER LT CAPITAL GAINS BOOK - TAX DIFFERENCE P 26927 26927 OTHER MARKETABLE SECURITIES P 7576213 7576213 IRM ST CAPITAL GAINS P 638997 638997 IRM LT CAPITAL GAINS P -78043 -78043 IRM CAPITAL GAINS BOOK - TAX DIFFERENCE P -664510 -664510 NORTHERN TRUST ST CAPITAL GAINS P 410102 410102 NOTHERN TRUST LT CAPITAL GAINS BOOK-TAX DIFFERENCE P -195991 -195991 NOTHERN TRUST LT CAPITAL GAINS P 296101 296101 9536058 0 10284388 205308350 0.050092 11873127 212307872 0.055924 9255654 200793803 0.046095 7842656 168066934 0.046664 6107244 132433040 0.046116 0.244891 0.048978 222513690 10898276 139073 11037349 10385229 278145 0 278145 0 278145 265256 46000 0 127747 -183509 0 150398 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 0 0 0 0 1 SEE STATEMENT FOR PART XV TREY WHITE 4235357036 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARTY G DICKENS 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 CHAIRPERSON 1.00 0 0 0 JAMES B BAKER 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 BOARD MEMBER 1.00 0 0 0 REGINALD W COOPWOOD 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 BOARD MEMBER 1.00 0 0 0 JD HICKEY 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 PRESIDENT & CEO, BOARD MEM 1.00 0 0 0 HERBERT H HILLIARD 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 BOARD MEMBER 1.00 0 0 0 LAMAR J PARTRIDGE 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 VICE CHAIRPERSON 1.00 0 0 0 JAMES M PHILLIPS 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 BOARD MEMBER 1.00 0 0 0 EMILY J REYNOLDS 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 BOARD MEMBER 1.00 0 0 0 MARTHA S WALLEN 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 BOARD MEMBER 1.00 0 0 0 BRUCE A BOSSE 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 BOARD MEMBER 1.00 0 0 0 MILES A BURDINE 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 BOARD MEMBER 1.00 0 0 0 LOTTIE F RYANS 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 BOARD MEMBER 1.00 0 0 0 SHELIA D CLEMONS 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 SECRETARY 1.00 0 0 0 JILL OAKS 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 ASSISTANT SECRETARY 1.00 0 0 0 JAMES ROCHAT 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 ASSISTANT TREASURER 1.00 0 0 0 JOHN GIBLIN 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 CFO 1.00 0 0 0 ROY VAUGHN 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 EXECUTIVE DIRECTOR 1.00 0 0 0 TREY WHITE 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 CONTROLLER & CAO 1.00 0 0 0 CHELSEA JOHNSON 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 INTERIM DIRECTOR 20.00 0 0 0 JACK B MCCALLIE 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 BOARD MEMBER 1.00 0 0 0 DENNIS CULVER 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 TREASURER/CRO 1.00 0 0 0 NONE 0 NONE 0 THE BLUECROSS BLUESHIELD OF TENNESSEE HEALTH FOUNDATION HAS HISTORICALLY FOCUSED ON LARGE-SCALE LASTING HEALTH IMPROVEMENT IN THREE FOCUS AREAS: ACCESS, ACTIVITY, AND ADDICTION. IN 2017, A STRATEGIC PLANNING EXERCISE WAS CONDUCTED TO DETERMINE A PLAN FOR THF COMMUNITY INVESTMENT GOING FORWARD. IN PREPARATION FOR THIS SHIFT IN FOCUS, ACTIVE GRANTS IN 2017 BEGAN TO RAMP-DOWN IN THE FOLLOWING AREAS: ACCESS - WE FUNDED MORE THAN $3.8 MILLION TO 24 CHARITABLE CLINICS AND RELATED ORGANIZATIONS TO IMPROVE ACCESS TO HEALTHCARE AND RESOURCES FOR WELLBEING. 3800000 ACTIVITY - WE INVESTED MORE THAN $2.5 MILLION IN PROGRAMS THAT IMPROVED OPPORTUNITIES FOR ACTIVE RECREATION - INCLUDING WORKING CLOSELY WITH COMMUNITY ORGANIZATIONS AND KABOOM! TO BUILD PLAY SPACE IN AT-RISK COMMUNITIES ACROSS THE STATE. 2500000 ADDICTION - WE INVESTED CLOSE TO $1.1 MILLION IN PROGRAMS AIMED AT REDUCING ADDICTION AND MISUSE OF OPIOIDS. SPECIFICALLY, SUPPORT WAS CONTINUED FOR THE COUNT IT! LOCK IT! DROP IT! PROGRAM EXPANSION AND PUBLIC EDUCATION CAMPAIGN WARNING ABOUT THE DANGERS OF OPIOID MISUSE/ABUSE. 1100000 EDUCATION - WE SUPPORTED THE CHATTANOOGA 2.0 PROGRAM WITH THE CHATTANOOGA AREA CHAMBER FOUNDATION AND THE JUNIOR ACHIEVEMENT PROGRAMMING FOR STUDENTS ACROSS TENNESSEE. 0 0 217475201 8427022 0 225902223 0 0 225902223 3388533 222513690 11125685 11125685 278145 278145 10847540 78979 10926519 0 10926519 10385229 0 10385229 0 10385229 10926519 4437444 0 0 10385229 4437444 0 0 5947785 0 0 0 0 0 0 0 0 4978734 0 0 0 CHELSEA JOHNSON INTERIM DIRECTOR 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 4235357163 WWW.BCBST.COM/WHY-BCBST/ABOUT-US/CORPORATE-RESPONSIBILITY/ TENNESSEE-HEALTH-FOUNDATION/ SUBMISSIONS MUST BE WITHIN 3 CYCLES: JAN,MAY,SEP WWW.BCBST.COM/WHY-BCBST/ABOUT-US/CORPORATE-RESPONSIBILITY/ TENNESSEE-HEALTH-FOUNDATION/ A STEP AHEAD FOUNDATION CHATTANOOGA PO BOX 4212 CHATTANOOGA TN 37405 NONE 509(A)(1) 2017 GRANT PAYMENT 75000 AMERICAN CANCER SOCIETY INC 2000 CHARLOTTE AVENUE NASHVILLE TN 37203 NONE 509(A)(1) STATEWIDE INTERVENTION INITIATIVES 32800 AMERICAN HEART ASSOCIATION PO BOX 4002900 DES MOINES IA 50340 NONE 509(A)(1) STATEWIDE INTERVENTION INITIATIVES 329000 AMERICAN LUNG ASSOCIATION OF TN ONE VINTAGE WAY SUITE C-120 NASHVILLE TN 37228 NONE 509(A)(1) STATEWIDE INTERVENTION INITIATIVES 20000 AMERICAN RED CROSS 2025 E STREET NW WASHINGTON DC 200065009 NONE HURRICANE RELIEF 25000 AMERICAN RED CROSS MID SOUTH CHAPTER 1399 MADISON AVE MEMPHIS TN 38104 NONE HURRICANE RELIEF 50000 ANDERSON COUNTY SCHOOLS 101 S MAIN ST 5 CLINTON TN 37716 NONE 509(A)(1) SHAPE THE STATE GRANT AWARD 1000 APPALACHIAN LIFE QUALITY INITIATIVE 202 CHESTER STREET ONEIDA TN 37841 NONE CHARITABLE HEALTH CLINIC SUPPORT 2500 ARTHRITIS FOUNDATION SE REGION INC 209 10TH AVENUE S SUITE 123 NASHVILLE TN 37203 NONE 509(A)(1) STATEWIDE INTERVENTION INITIATIVES 20000 AUSTIN PEAY STATE UNIVERSITY PO BOX 4444 CLARKSVILLE TN 37044 NONE POWER OF WE DIVERSITY SCHOLARSHIP AWARD 10000 BIKE WALK TENNESSEE 1264 SLEDGE AVE MEMPHIS TN 38104 NONE SHAPE THE STATE GRANT AWARD 10000 BOYS & GIRLS CLUBS OF GREATER MEMPHIS PO BOX 41167 MEMPHIS TN 381741167 NONE SHAPE THE STATE GRANT AWARD 5000 BRIDGES USA INC 477 NORTH FIFTH STREET MEMPHIS TN 38105 NONE TEAM BLUE GIFT 5000 BROWNSVILLE HAYWOOD COUNTY COC 121 WEST MAIN STREET BROWNSVILLE TN 380122552 NONE TEAM BLUE GIFT 5000 CATHOLIC CHARITIES OF TENNESSEE INC 2806 MCGAVOCK PIKE NASHVILLE TN 37214 NONE CHARITABLE HEALTH CLINIC SUPPORT 5000 CENTER OF HOPE PO BOX 1961 COLUMBIA TN 384021961 NONE 509(A)(1) CHARITABLE HEALTH CLINIC SUPPORT 10000 CHILDREN'S CENTER OF THE CUMBERLANDS 25510 ALBERTA ST ONEIDA TN 37841 NONE 509(A)(1) SANE PROGRAM 20000 CHRIST COMMUNITY HEALTH SERVICES INC 2595 CENTRAL AVENUE MEMPHIS TN 38104 NONE CHARITABLE HEALTH CLINIC SUPPORT 2500 CITY OF BROWNSVILLE PO BOX 449 BROWNSVILLE TN 38012 NONE SHAPE THE STATE GRANT AWARD 5000 CITY OF KINGSPORT 225 WEST CENTER STREET KINGSPORT TN 37660 NONE ROBINSON MIDDLE SCHOOL SPARK TRAINING 1479 CLAIBORNE COUNTY BOARD OF EDUCATION 160 HILL ROAD HARROGATE TN 37752 NONE SHAPE THE STATE GRANT AWARD 1000 CLARKSVILLE ROTARY FOUNDATION PO BOX 572 CLARKSVILLE TN 370410572 NONE MIRACLE LEAGUE PROJECT GRANT AWARD 158000 COFFEE COUNTY ANTI-DRUG COALITION INC 122 MCMINNVILLE HWY MANCHESTER TN 37355 NONE 509(A)(1) COUNT IT! 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PROGRAM GRANT 125000 COLLEGE READY MEMPHIS 909 BALFOUR ROAD WEST MEMPHIS AR 72301 NONE TEAM BLUE GIFT 1000 COMMUNITY FOUNDATION GREATER CHATTANOOGA 1270 MARKET STREET CHATTANOOGA TN 37402 NONE 509(A)(1) REGIONAL OBSTETRICAL CONSULTANTS - STORC GRANT 600000 COMMUNITY FOUNDATION OF MIDDLE TN INC 3833 CLEGHORN AVE 400 NASHVILLE TN 37215 NONE FAMILY FUND 2017/OPPORTUNITY NOW GRANT 245000 COOKEVILLE REGIONAL MEDICAL CTR FDN 1 MEDICAL CENTER BLVD STE 100 COOKEVILLE TN 38501 NONE CHARITABLE HEALTH CLINIC SUPPORT 5000 COUNTRY MUSIC HALL OF FAME AND MUSEUM 222 FIFTH AVENUE SOUTH NASHVILLE TN 37203 NONE 509(A)(1) DISTANCE LEARNING CLASSROOM GRANT 100000 CUMBERLAND COUNTY BOARD OF EDUCATION 240 SCHOOL ROAD CRAB ORCHARD TN 37723 NONE 509(A)(1) SHAPE THE STATE GRANT AWARD 1000 DAYSPRING FAMILY HEALTH CENTER PO BOX 540 JELLICO TN 37762 NONE 509(A)(1) INPATIENT DETOX PRENATAL PROGRAM 200000 DICKSON COUNTY BOARD OF EDUCATION - CHARLOTTE MIDDLE SCHOOL 250 HUMPHRIES STREET CHARLOTTE TN 37036 NONE 509(A)(1) 2017 SHAPE THE STATE SPARK TRAINING 1575 DYER COUNTY BOARD OF EDUCATION 820 WILLIAMS STREET NEWBERN TN 38059 NONE 509(A)(1) 2017 SHAPE THE STATE SPARK TRAINING 1417 EAST TENNESSEE STATE UNIVERSITY PO BOX 70732 JOHNSON CITY TN 37614 NONE 509(A)(1) BUILDING REGIONAL CAPACITY TO IMPROVE EDUCATIONAL READINESS FOR CHILDREN IN NE TN GRANT 50000 EAST TN CHILDREN'S HOSPITAL ASSOCIATION 2018 WEST CLINCH AVENUE KNOXVILLE TN 37916 NONE 509(A)(1) NAS UNIT GRANT 200000 ELIZABETHTON CITY SCHOOLS 804 SOUTH WATAUGA AVE ELIZABETHTON TN 37643 NONE 509(A)(1) 2017 SHAPE THE STATE SPARK TRAINING 1374 EMERALD YOUTH FOUNDATION 1718 NORTH CENTRAL STREET KNOXVILLE TN 37917 NONE 509(A)(1) SHAPE THE STATE GRANT AWARD 10000 ERLANGER HEALTH SYSTEM FOUNDATIONS 975 EAST THIRD STREET CHATTANOOGA TN 37403 NONE 509(A)(1) CHILDREN'S HOSPITAL EXPANSION PHASE I 500000 FAITH FAMILY MEDICAL CENTER 326 21ST AVENUE NORTH NASHVILLE TN 37203 NONE 509(A)(1) JOURNEY TO HEALTH 113259 FENTRESS CO BD OF EDUCATION 800 N YORK HIGHWAY JAMESTOWN TN 38556 NONE 509(A)(1) CHILDREN'S HOSPITAL EXPANSION PHASE I 1612 FRANKLIN SPECIAL SCHOOL DISTRICT 507 NEW HIGHWAY 96 WEST FRANKLIN TN 37064 NONE 509(A)(1) SHAPE THE STATE GRANT AWARD 5000 FREE MEDICAL CLINIC OF OAK RIDGE INC 116 EAST DIVISION ROAD OAK RIDGE TN 37830 NONE 509(A)(1) CHARITABLE HEALTH CLINIC SUPPORT 2500 FRIENDS OF WARRIORS PATH STATE PARK 490 HEMLOCK ROAD KINGPORT TN 37663 NONE 509(A)(1) TEAM BLUE GIFT 5000 GIRLS INC OF CHATTANOOGA 709 SOUTH GREENWOOD AVENUE CHATTANOOGA TN 37404 NONE 509(A)(1) 2017 GRANT PAYMENT 46125 GOVERNOR'S BOOKS FROM BIRTH FOUNDATION 312 ROSA PARKS AVENUE 27TH FLOOR NASHVILLE TN 37243 NONE 509(A)(1) 2017 AND 2018 GRANT PAYMENTS FOR IMAGINATION LIBRARY GRANT 500000 GOVERNOR'S FOUNDATION FOR HEALTH & WELL 511 UNION ST SUITE 720 NASHVILLE TN 37219 NONE 509(A)(1) HEALTHIER TN GRANT PAYMENT 500000 GRACE CHRISTIAN ACADEMY OF LEIPERS FORK 3279 SOUTHALL ROAD FRANKLIN TN 37064 NONE 509(A)(1) SHAPE THE STATE GRANT AWARD 1000 HEALING HANDS HEALTH CENTER 210 MEMORIAL DRIVE BRISTOL TN 37620 NONE 509(A)(1) PASSPORT TO HEALTH WELLNESS GRANT 332000 HEALTHY TENNESSEE PO BOX 210262 NASHVILLE TN 37221 NONE 509(A)(1) CHARITABLE HEALTH CLINIC SUPPORT 75000 HELEN ROSS MCNABB CENTER INC 201 W SPRINGDALE AVENUE KNOXVILLE TN 37917 NONE 509(A)(1) HAMILTON CO ACCESS TO CARE GRANT 50000 HENDERSONVILLE ROTARY FOUNDATION 102 TAMARAS COURT HENDERSONVILLE TN 37075 NONE 509(A)(1) SHAPE THE STATE GRANT AWARD 5000 HIGH RISK OBSTETRICAL CONSULTANTS PLLC 1924 ALCOA HIGHWAY SUITE 6-SOUTH KNOXVILLE TN 37920 NONE 509(A)(1) NAS RESEARCH GRANT PAYMENT 62600 HOLLOW ROCK BRUCETON SCHOOL DIST 29590 BROAD STREET BRUCETON TN 38317 NONE 509(A)(1) 2017 SHAPE THE STATE SPARK TRAINING 1285 HOWARD'S HOPE INC 2255 MEMORIAL BLVD MURFREESBORO TN 37129 NONE 509(A)(1) FLYING FISH SWIM PROGRAM GRANT 40000 HUMANITIES TENNESSEE 807 MAIN ST STE B NASHVILLE TN 37206 NONE 509(A)(1) CHARITABLE HEALTH CLINIC SUPPORT 15000 IMPACT AMERICA - TENNESSEE 280 TILLMAN STREET MEMPHIS TN 38112 NONE 509(A)(1) 2017 GRANT PAYMENT 90000 INTERFAITH HEALTH CLINIC INC 315 GILL AVE KNOXVILLE TN 37917 NONE 509(A)(1) CHARITABLE HEALTH CLINIC SUPPORT 7500 JEFFERSON COUNTY SCHOOLS 965 MAURY CIRCLE DANDRIDGE TN 37725 NONE 509(A)(1) SHAPE THE STATE GRANT AWARD 1000 JUNIOR ACHIEVEMENT OF CHATTANOOGA 5721 MARLIN ROAD STE 3400 CHATTANOOGA TN 37411 NONE 509(A)(1) PROGRAMMING GRANT AWARD 25000 JUVENILE DIABETES RESEARCH FOUNDATION 506 HALE PARK DRIVE STE 101 COLLIERVILLE TN 38017 NONE 509(A)(1) STATEWIDE INTERVENTION INITIATIVES 15500 KABOOM INC 4301 CONNECTICUT AVE NW STE ML-1 WASHINGTON DC 20008 NONE 509(A)(1) 2017 NSH PLAYGROUND PROJECT 205340 KIDNEY FOUNDATION OF GREATER CHATT 95 WHITE BRIDGE ROAD STE 300 NASHVILLE TN 37205 NONE 509(A)(1) STATEWIDE INTERVENTION INITIATIVES 2500 KINGSPORT CHAMBER FOUNDATION INC 400 CLINCHFIELD STREET SUITE 100 KINGSPORT TN 37660 NONE 509(A)(1) HEALTHY KINGSPORT GRANT PAYMENT 105000 KNOX COUNTY SCHOOLS FEDERAL GRANT PO BOX 2188 KNOXVILLE TN 37901 NONE 509(A)(1) SHAPE THE STATE GRANT 1000 KNOXVILLE AFFILIATE OF SUSAN G KOMEN 318 NANCY LYNN LANE 13 KNOXVILLE TN 37919 NONE 509(A)(1) STATEWIDE INTERVENTION INITIATIVES 1000 KNOXVILLE NEWS SENTINEL CHARITIES INC 2332 NEWS SENTINEL DRIVE KNOXVILLE TN 37921 NONE 509(A)(1) FREE FLU SHOT SATURDAY GRANT 2017 60000 LA PAZ CHATTANOOGA 1402 BAILEY AVENUE CHATTANOOGA TN 37404 NONE 509(A)(1) 2017 GRANT PAYMENT 85000 MADONNA LEARNING CENTER 7007 POPLAR AVE GERMANTOWN TN 38138 NONE 509(A)(1) 2017 SHAPE THE STATE SPARK TRAINING 1612 MARCH OF DIMES 1101 KERMIT DRIVE STE 201 NASHVILLE TN 37217 NONE 509(A)(1) STATEWIDE INTERVENTION INITIATIVES 75000 MAURY COUNTY PUBLIC SCHOOLS 501 WEST 8TH STREET COLUMBIA TN 38401 NONE 509(A)(1) 2017 SHAPE THE STATE SPARK TRAINING 1197 MEDICAL FOUNDATION OF CHATTANOOGA INC 1917 EAST THIRD STREET CHATTANOOGA TN 37404 NONE 509(A)(1) CHARITABLE HEALTH CLINIC SUPPORT 7500 MEMPHIS DENTAL SOCIETY CHARITABLE FUND 6250 POPLAR AVE MEMPHIS TN 38119 NONE 509(A)(1) CHARITABLE HEALTH CLINIC SUPPORT 10000 MEMPHIS SYMPHONY ORCHESTRA INC 585 S MENDENHALL ROAD MEMPHIS TN 38117 NONE 509(A)(1) TEAM BLUE GIFT 2000 MEMPHIS URBAN LEAGUE INC 413 N CLEVELAND STREET MEMPHIS TN 38104 NONE 509(A)(1) SAVE OUR SONS PROJECT 71000 MEMPHIS-MIDSOUTH SUSAN G KOMEN 6645 POPLAR AVE GERMANTOWN TN 38138 NONE 509(A)(1) STATEWIDE INTERVENTION INITIATIVES 7500 MENTAL HEALTH AMERICA OF MIDDLE TN 446 METROPLEX DRIVE STE A224 NASHVILLE TN 37211 NONE 509(A)(1) MENTAL HEALTH: EDUCATION AND PREVENTION SAVES LIVES 55000 METRO GOVT OF NASHVILLE & DAVIDSON CO PO BOX 196321 NASHVILLE TN 37219 NONE 509(A)(1) BE WELL AT NPL PROGRAM GRANT 50000 METROPOLITAN BOARD OF EDUCATION 2601 BRANSFORD AVE NASHVILLE TN 37204 NONE 509(A)(1) 2017 SHAPE THE STATE SPARK TRAINING 3368 MICROCLINIC INTERNATIONAL 388 MARKET STREET STE 1300 SAN FRANCISCO CA 94111 NONE 509(A)(1) CHARITABLE HEALTH CLINIC SUPPORT 555000 MORGAN COUNTY SCHOOL 205 BURRVILLE ROAD SUNBRIGHT TN 37872 NONE 509(A)(1) 2017 SHAPE THE STATE SPARK TRAINING 1078 NASHVILLEHEALTH 8 CITY BLVD STE 204 NASHVILLE TN 37209 NONE 509(A)(1) CREATING CULTURE OF HEALTH/WELL-BEING IN NASHVILLE GRANT 150000 NATIONAL ASSOC CHRISTIAN ATHLETES 232 4TH AVE DAYTON TN 37321 NONE 509(A)(1) SHAPE THE STATE GRANT AWARD 5000 NATIONAL CIVIL RIGHTS MUSEUM 438 ST MARTIN STREET MEMPHIS TN 38103 NONE 509(A)(1) 2017 KING DAY 12000 NATIONAL FOUNDATION OF DENTISTRY 1800 15TH ST STE 100 DENVER CO 80202 NONE 509(A)(1) CHARITABLE HEALTH CLINIC SUPPORT 10000 NATIONAL MUSEUM OF AFRICAN AM MUSIC 211 7TH AVENUE NORTH 3RD FLOOR NASHVILLE TN 37219 NONE 509(A)(1) WRITE THE SCORE GRANT 100000 NORTHSIDE NEIGHBORHOOD HOUSE 211 MINOR STREET CHATTANOOGA TN 37405 NONE 509(A)(1) HEALTHY FAMILIES PROGRAM GRANT 37500 NTL ASSC OF HEALTH SERVICES EXECUTIVES 1050 CONNECTICUT AVE NW 5TH FLOOR WASHINGTON DC 20036 NONE 509(A)(1) ADMINISTRATIVE FEES DIVERSITY SCHOLARSHIP PROGRAM 2017 3000 ORPHEUM THEATRE PO BOX 3370 MEMPHIS TN 38173 NONE 509(A)(1) MENDING HEARTS CAMP 55000 PARTNERS FOR HEALING 109 W BLACKWELL STREET TULLAHOMA TN 37388 NONE 509(A)(1) CHARITABLE HEALTH CLINIC SUPPORT 10000 PEDIATRIC HEALTH IMPROVEMENT COALITION PO BOX 23771 CHATTANOOGA TN 37422 NONE 509(A)(1) CHARITABLE HEALTH CLINIC SUPPORT 700 PINE HAVEN ELEMENTARY 800 N YORK HIGHWAY JAMESTOWN TN 38556 NONE 509(A)(1) TEAM BLUE GIFT 10000 PREVENT CHILD ABUSETENNESSEE 4721 TROUSDALE DRIVE STE 121 NASHVILLE TN 37220 NONE 509(A)(1) STATEWIDE INTERVENTION INITIATIVES 25000 PUBLIC EDUCATION FOUNDATION 100 E 10TH ST 500 CHATTANOOGA TN 37402 NONE 509(A)(1) STEP UP CHATTANOOGA GRANT 200000 RHEA MIDDLE SCHOOL 405 PIERCE ROAD EVENSVILLE TN 37332 NONE 509(A)(1) SHAPE THE STATE GRANT AWARD 1000 ROCKETOWN OF MIDDLE TENNESSEE PO BOX 331129 NASHVILLE TN 37203 NONE 509(A)(1) HEALTH AND WELLNESS INITIATIVE GRANT 50000 SALVUS CENTER INC 556 HARTSVILLE PIKE STE 200 GALLATIN TN 37066 NONE 509(A)(1) CHARITABLE HEALTH CLINIC SUPPORT 5000 SHELBY FARMS PARK CONSERVANCY 6489 MULLINS STATION ROAD MEMPHIS TN 38134 NONE 509(A)(1) BIKE RENTAL AND BIKE RECYCLE PROGRAM 40000 SIGNAL CENTERS 109 N GERMANTOWN ROAD CHATTANOOGA TN 37411 NONE 509(A)(1) BABY UNIVERSITY PROGRAM 250000 SILOAM FAMILY HEALTH CENTER 820 GALE LN NASHVILLE TN 37204 NONE 509(A)(1) CHARITABLE HEALTH CLINIC SUPPORT 15000 SOUTHEAST TENNESSEE HEALTH CONSORTIUM PO BOX 24271 CHATTANOOGA TN 37422 NONE 509(A)(1) CHARITABLE HEALTH CLINIC SUPPORT 5000 STATE OF TENNESSEE 500 JAMES ROBERSTON PKWY 7TH FL NASHVILLE TN 37243 NONE 509(A)(1) 2017 SHAPE THE STATE SPARK TRAINING 89 STATE OF TENNESSEE 115 STEWARTS FERRY PIKE NASHVILLE TN 37214 NONE 509(A)(1) 2017 SHAPE THE STATE AWARD 1000 SUMNER TEEN CENTER 976 GRASSLAND PLACE GALLATIN TN 37066 NONE 509(A)(1) SHAPE THE STATE GRANT AWARD 2500 SUSAN G KOMEN CENTRAL TENNESSEE 4009 HILLSBORO PIKE STE 209 NASHVILLE TN 37215 NONE 509(A)(1) STATEWIDE INTERVENTION INITIATIVES 22500 SUSAN G KOMEN FOR THE CURE TRI-CITIES 301 LOUIS STREET STE 304 KINGSPORT TN 37660 NONE 509(A)(1) STATEWIDE INTERVENTION INITIATIVES 5000 TENNESSEE CHARITABLE CARE NETWORK 326 21ST AVENUE NORTH NASHVILLE TN 37203 NONE 509(A)(1) 2017 CHARITABLE CLINIC SUPPORT 15000 TENNESSEE CHILDREN'S HOME INC PO BOX 10 SPRING HILL TN 37174 NONE 509(A)(1) EQUIP PROGRAM GRANT 2017 25000 TENNESSEE HOSPITAL ASSOCIATION INC 5201 VIRGINIA WAY BRENTWOOD TN 370277540 NONE 509(A)(1) THERF (WILLIAMSON MEDICAL CENTER) 50000 TENNESSEE STATE UNIVERSITY 3500 JOHN A MERRITT BLVD NASHVILLE TN 372091561 NONE 509(A)(1) POWER OF WE DIVERSITY SCHOLARSHIP AWARD 10000 TENNESSEE TECHNOLOGICAL UNIVERSITY PO BOX 5021 COOKEVILLE TN 38505 NONE 509(A)(1) RECRUITING SCHOLARSHIPS GRANT 50000 THE COALITION FOR KIDS INC PO BOX 3156 JOHNSON CITY TN 37602 NONE 509(A)(1) THE GRADUATION EFFECT GRANT PAYMENT 35000 THE CRUMLEY HOUSE 300 URBANA ROAD LIMESTONE TN 37681 NONE 509(A)(1) TEAM BLUE GIFT 10000 THE SALVATION ARMY PO BOX 669 KNOXVILLE TN 37901 NONE 509(A)(1) CHARITABLE HEALTH CLINIC SUPPORT 20000 THE UNIVERSITY OF MEMPHIS 115 WILDER TOWER MEMPHIS TN 381480313 NONE 509(A)(1) POWER OF WE DIVERSITY SCHOLARSHIP AWARD 10000 TN FOSTER & ADOPTIVE CARE ASSOC PO BOX 332428 MURFREESBORO TN 37133 NONE 509(A)(1) SHAPE THE STATE GRANT AWARD 3000 UNITED WAY OF GREATER KINGSPORT INC 301 LOUIS STREET STE 201 KINGSPORT TN 37660 NONE 509(A)(1) COUNT IT! 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DROP IT! 5000 UNIVERSITY OF TENNESSEE 615 MCCALLIE AVENUE CHATTANOOGA TN 37403 NONE 509(A)(1) LAW ENFORCEMENT INNOVATION CENTER GRANT 45000 VANDERBILT UNIVERSITY 2525 WEST END AVE SUITE 218 NASHVILLE TN 37203 NONE 509(A)(1) CHARITABLE HEALTH CLINIC SUPPORT 5000 VOLUNTEERS IN MEDICINE CHATTANOOGA 107 MUSIC CITY CIRCLE SUITE 204 NASHVILLE TN 37214 NONE 509(A)(1) CHARITABLE HEALTH CLINIC SUPPORT 6000 WASHINGTON COUNTY BOARD OF EDUCATION 308 FOREST DRIVE JONOSBOROUGH TN 37659 NONE 509(A)(1) SHAPE THE STATE GRANT AWARD 1000 WOODBURY GRAMMER SCHOOL 530 WEST ADAMS STREET WOODBURY TN 37190 NONE 509(A)(1) TEAM BLUE GIFT 10000 YMCA OF METROPOLITAN CHATTANOOGA 301 W 6TH STREET CHATTANOOGA TN 37402 NONE 509(A)(1) SHAPE THE STATE GRANT AWARD 25000 YOUNG WOMENS LEADERSHIP ACADEMY FDN PO BOX 3837 CHATTANOOGA TN 37404 NONE 509(A)(1) GET FIT CGLA PROGRAM GRANT 99000 7468410 0 14 77222 14 3035872 14 8851171 0 11964265 0 11964265 0 0 0 0 0 0 0 0 0 0 AUDIT & TAX SERVICE EXP 11800 1770 10030 AMENDMENT EXPLANATION FORM 990-PF, ITEM G TENNESSEE HEALTH FOUNDATION, INC AMENDED FORM 990-PF FOR THE TAX YEAR ENDED 12/31/17.FORM 990-PF IS BEING AMENDED TO MORE ACCURATELY REFLECT REVENUE AND EXPENSES PER BOOKS, NET INVESTMENT INCOME AND DISBURSEMENTS FOR CHARITABLE PURPOSES. AASET 2017-1 TRUST 1A A 144A 815245 815245 AMERICAN INTERNATIONAL GROUP 108800 108800 ASCENTIUM EQUIPMENT 1411300 1411300 ATTENTUS 63642 63642 AVANT LOANS FUNDING 653419 653419 AVIS BUDGET RENTAL 245115 245115 BANC OF AMERICA COMMERC 64212 64212 BANK OF AMERICA CORP 347151 347151 BANK OF NOVA SCOTIA/THE 49703 49703 BSPRT 2017-FL1 ISSU FL1 C 144A 738247 738247 BUSINESS LOAN EXPRESS 157632 157632 BXMT 2017-FL1 LTD 147000 147000 CHARLES SCHWAB CORP 325290 325290 CITI HELD FOR ASSET 191837 191837 CPS AUTO TRUST D C 241761 241761 CREDIT-BASED ASSET 310891 310891 CWHEQ REVOLVING 84486 84486 CYRUSONE LP 103750 103750 DELL EQUIPMENT FINANC 1367215 1367215 DOMINION RECOURCES INC 97200 97200 DT AUTO OWNER 184215 184215 EMERA INC 272250 272250 ENBRIDGE INC 52000 52000 ENTERPRISE PRODUCTS OPERATING 71280 71280 FLAGSHIP CREDIT AUTO 255828 255828 FLATIRON 400120 400120 FOURSIGHT CAPITAL 274664 274664 GLS AUTO RECEIVABLES 1378925 1378925 GOLDMAN SACHS GROUP INC 49200 49200 HONOR AUTOMOBILE TRU 46469 46469 HSBC HOLDINGS PLC 215500 215500 HYATT HOTEL PORTFO 969399 969399 J P MORGAN CHASE & CO 2414415 2424415 KEYCORP STUDENT LOAN TRUST 482430 482430 LAND O'LAKES INC 109000 109000 LEAF RECEIVABLES FUND 109639 109639 LENDMARK FUNDING TRUST 114530 114530 LIBERTY MUTUAL GROUP INC 95475 95475 MARLETTE FUNDING TRUST 225366 225366 METLIFE INC 416320 416320 NATIONAL RURAL UTILS COOP 150394 150394 NATIONS EQUIPMENT REC 4318 4318 NATIONWIDE MUTUAL INS 136056 136056 NAVISTAR FINANCIAL 502548 502548 NAVITAS EQUIPMENT 261232 261232 NEXTERA ENERGY 70241 70241 PRUDENTIAL FINANCIAL INC 703065 703065 QBE INSURANCE GROUP LTD REGS 203870 203870 SCF EQUIPMENT LEASING 559013 559013 SECURITIZED EQUIPMEN 246500 246500 SLM PRIVATE CREDIT STUDENT 735240 735240 SLM PRIVATE EDUCATION 272988 272988 SOUTHERN CALIFORNIA EDISON CO 213057 213057 THE SOUTHERN CO 185565 185565 STONEMONT PORTFOLI MONT 858340 858340 SWEDBANK AB REGS 211934 211934 TIDEWATER 369512 369512 TRANSCANADA TRUST 417155 417155 TRAPEZA CDO LTD 29203 29203 VENTURE VIII CDO LTD 498440 498440 VOYA FINANCIAL INC 108630 108630 WASATCH LTD 495720 495720 WELLS FARGO & CO NEW COM 138444 138444 WESTGATE RESORTS 695534 695534 ACUSHNET HOLDING CORP 570572 570572 ADTRAN INC 317340 317340 ALLSTATE CORP 70848 70848 AMBARELLA INC 483689 483689 AMERICAN FINANCIAL GROUP INC 45596 45596 AMERICAN RENAL ASSOCIATES HOLD 357448 357448 ARCH CAPITAL GROUP LTD 50880 50880 AT&T 114796 114796 AZZ INC 519483 519483 BABSON FLOATING RATE INCOME 10531359 10531359 BAILLIE GIFFORD EMG MKTS 11449270 11449270 BANK OF AMERICA CORP 291655 291655 BANK OF NEW YORK MELLON CORP 237028 237028 BB&T CORP 479489 479489 BROWN & BROWN 247214 247214 CARDTRONICS PLC 498244 498244 CBOE HOLDINGS INC 699947 699947 CHARLES RIVER LABORATORIES INT 520763 520763 CHARLES SCHWAB CORP 73384 73384 CHEMED CORP 752390 752390 CHS INC 490626 490626 CITIGROUP INC 153486 153486 COBANK ACB 558750 558750 COMMERCIAL BANCSHARES INC/MO 72436 72436 DAIRY FARMERS OF AMERICA 262025 262025 DOUBLELINE TOTAL RETURN BOND F 12055263 12055263 DTE ENERGY CO 161365 161365 DXP ENTERPRISES INC 208675 208675 EBAY INC 146796 146796 ELLIE MAE INC 494561 494561 ENTERGY CORP NEW COM 72877 72877 ENVESTNET INC 540773 540773 EURONET WORLDWIDE INC 526688 526688 FARM CREDIT BANK OF TEXAS 148492 148492 FEDERAL REALTY INVESTMENT TRUST 75000 75000 FINANCIAL ENGINES INC 542037 542037 FIRST REPUBLIC BANK 219301 219301 FOX FACTORY HOLDING CORP 442035 442035 GENERAL ELEC CO COM 501368 501368 GENTHERM INC 511175 511175 GEORGIA POWER CO 35854 35854 GLOBUS MEDICAL INC A 501749 501749 GOLDMAN SACHS GROUP INC 94394 94394 GRAND CANYON EDUCATION INC 974982 974982 HAEMONETICS CORP 464292 464292 HERMAN MILLER INC 384240 384240 HMS HOLDING CORP 568028 568028 HURON CONSULTING GROUP INC 631182 631182 ILG INC 581960 581960 INTEGRYS HOLDING INC 192055 192055 INTERSTATE POWER & LIGHT CO 22801 22801 INTL FCSTONE INC 326630 326630 IR&M CORE BOND FD II 9281413 9281413 IRIDIUM COMMUNICATIONS INC 484945 484945 ISHARES CORE MSCI EMERGING MARKETS 6152426 6152426 ISHARES S&P 500 INDEX FUNDS 51842614 51842614 JOHN WILEY & SONS INC 256096 256096 KIMCO REALTY CORP 91451 91451 M&T BANK CORP 110895 110895 MAINSTAY CONVERTIBLE FUND 11581786 11581786 MARKETAXESS HOLDINGS INC 730335 730335 MAXIMUS INC 669273 669273 METLIFE INC 266500 266500 MORGAN STANLEY 357157 357157 NATIONAL RETAIL PROPERTIES INC 140887 140887 NEWBURY PARTNERS LP 150000 150000 NORTHERN TRUST COMMON 17580134 17580134 PNC FINANCIAL SERVICES GROUP 177608 177608 PPL CAPITAL FUNDING INC 58217 58217 PREMIER INC 51958 51958 PRIMORIS SERVICES CORP 450321 450321 PS BUSINESS PARKS INC 380143 380143 PUBLIC STORAGE 189986 189986 RE/MAX HOLDINGS INC 476804 476804 REINSURANCE GROUP OF AMERICA 111624 111624 RLI CORP 428442 428442 SCE TRUST I 13262 13262 SCE TRUST III 179828 179828 SEAWORLD ENTERTAINMENT INC 433209 433209 SENIOR HOUSING PROPERTIES TRUST 45485 45485 SHUTTERSTOCK INC 504785 504785 SILCHESTER INT'L EQUITY TRUST 45705241 45705241 SILICON LABORATORIES INC 490948 490948 SOTHEBY'S 546496 546496 THE SOUTHERN CO 231992 231992 STATE STREET CORP 301496 301496 TCF FINANCIAL CORP 557519 557519 TEMPUR SEALY INTERNATIONAL INC 547284 547284 THERMON GROUP HOLDINGS INC 462180 462180 THOR INDUSTRIES INC 435882 435882 UNIVERSAL HEALTH SERVICES INC 368388 368388 US BANCORP 119600 119600 US SILICA HOLDINGS INC 493740 493740 VENTAS REALITY LP 150852 150852 VEREIT INC 109951 109951 VIRTU FINANCIAL INC 629996 629996 VORNADO REALTY TRUST 37890 37890 WADDELL & REED FINANCIAL INC 430938 430938 WELLS FARGO & CO 406386 406386 WELLS FARGO CAPITAL 161170 161170 WR BERKLEY CORP 199946 199946 EQ/MMF INTEREST RECEIVABLE 14500 134527 134527 BOND INTEREST RECEIVABLE 109186 89340 89340 INTEREST SALES RECEIVABLE 0 2181160 2181160 PROGRAM SUPPORT 2827810 0 2906789 DUES 500 0 0 TRAVEL 4654 0 0 OTHER DEDUCTIONS 0 8400 0 OTHER INCOME FROM PASS THROUGH 292034 UNREALIZED GAIN 23560319 FRANCHISE & EXCISE TAX PAYABLE 28771 20744 ESCHEATS PAYABLE 246 246 OTHER ACCOUNTS PAYABLE 90844 0 INVESTMENT PURCHASES PAYABLE 66714 32329 MANAGEMENT FEES 636284 739547 0 FACILITIES EXPENSE 16 0 0 FOREIGN TAXES FROM PASS THROUGH 0 164018 0 EXCISE TAX 209973 0 0