2025-11-14T10:54:40-06:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 275486356 Footprint Foundation Inc % The Lupton Company FOOT 4237570507 The Lupton Co 201 W Main St 205 Chattanooga TN 37408 Alfred E Smith Jr Vice President 8008391754 2025-11-10 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 27865617 X 12000 29840 29840 399464 399464 664628 8799464 664628 82153 88152 1188085 1182084 0 166452 166452 46913 46913 300549 169233 131316 13 7745 45 25056 25056 142 142 208376 116477 91750 755246 285755 461629 1081525 1081525 1836771 285755 1543154 -648686 896329 0 829447 592543 592543 3604 380851 9716194 10477161 13909424 4647211 4360577 4218352 7955191 7453531 8945298 200000 200000 200000 23732498 23083812 27865617 0 0 X 23732498 23083812 23732498 23083812 23732498 23083812 23732498 -648686 23083812 23083812 Publicly-traded Securities 8799464 8434965 364499 364499 Passthrough K1 Capital Gain/(Loss) 300129 664628 12459 12459 12459 13500 0 23600 37100 X 0 24641 24641 false false false false false false false true true TN true false false false false true The Lupton Company 4237570507 201 W Main Street Suite 205 Chattanooga TN 37408 false false false false false false false false false false false false false false false false false false false false false Jessica Montague The Lupton Co 201 W Main St 205 Chattanooga TN 37408 Dir 1.0 0 0 0 John P Montague The Lupton Co 201 W Main St 205 Chattanooga TN 37408 Dir, Treas 1.0 0 0 0 Kristina Montague The Lupton Co 201 W Main St 205 Chattanooga TN 37408 Dir 1.0 0 0 0 L Thomas Montague The Lupton Co 201 W Main St 205 Chattanooga TN 37408 Dir, Sec 1.0 0 0 0 Alfred Smith The Lupton Co 201 W Main St 205 Chattanooga TN 37408 Dir, VP 1.0 0 0 0 Alice Smith The Lupton Co 201 W Main St 205 Chattanooga TN 37408 Dir, Pres 1.0 0 0 0 LISA PINCKNEY 201 W MAIN ST STE 205 Chattanooga TN 37408 ADMINISTRATOR 40.0 166452 32051 Tiedemann Advisors 520 MADISON AVE 26TH FL NEW YORK NY 10022 Investment Mgmt 169233 Reciprocity Consulting LLC 333 Farallone Ave Fircrest WA 98466 Philanthropic 83937 THE BUZZ - A CONFERENCE OF A COLLECTIVE OF LOCAL COMMUNITY ACTIVIST/ADVISORS IN THE NON PROFIT SPACE THAT HELP SUPPORT FOOTPRINT FOUNDATION GIVING INITIATIVES 23965 17798810 833325 8890905 27523040 0 27523040 412846 27110194 1355510 1355510 12459 12459 1343051 1343051 1343051 1543154 0 0 0 0 1543154 1343051 345993 345993 1543154 1343051 200103 546096 0 546096 345993 200103 Alfred Smith Alice Smith X ARTSBUILD 301 E 11TH ST STE 300 CHATTANOOGA TN 37403 N/A PC General & Unrestricted 111000 B4CK - BINDERS FOR CONFIDENT KIDS PO BOX 356 RINGGOLD GA 30736 N/A PC The Seed Theatre 2000 BELOVED ASHEVILLE 32 OLD CHARLOTTE HWY ASHEVILLE NC 28803 N/A PC Hurricane Helene Recovery Efforts 25000 CHATTANOOGA BALLET INC 817 N MARKET ST STE B CHATTANOOGA TN 37405 N/A PC General & Unrestricted 500 CHATTANOOGA NEIGHBORHOOD ENTERPRISE INC 1500 CHESTNUT ST STE 102 CHATTANOOGA TN 37408 N/A PC General & Unrestricted 20000 CHATTANOOGA NEIGHBORHOODS ARTS PARTNERSHIP PO BOX 3192 CHATTANOOGA TN 37404 N/A PC General & Unrestricted 20000 CHATTANOOGA SYMPHONY AND OPERA ASSOCIATION 620 LINDSAY ST 210 CHATTANOOGA TN 37403 N/A PC the 'Notes in Nature' event in collaboration with reflection riding 5000 CHATTANOOGANS IN ACTION FOR LOVE EQUALITY AND BENE PO BOX 11202 CHATTANOOGA TN 37401 N/A PC General & Unrestricted 72825 COMMUNITY FOUNDATION OF GREATER CHATTANOOGA INC 1400 WILLIAMS ST CHATTANOOGA TN 37408 N/A PC African American Cemetery Fund 1000 COMMUNITY FOUNDATION OF GREATER CHATTANOOGA INC 1400 WILLIAMS ST CHATTANOOGA TN 37408 N/A PC Sankofa Fund 1000 COMMUNITY FOUNDATION OF GREATER CHATTANOOGA INC 1400 WILLIAMS ST CHATTANOOGA TN 37408 N/A PC Langston and Malcolm Carter Scholarship fund 1000 COMMUNITY FOUNDATION OF GREATER CHATTANOOGA INC 1400 WILLIAMS ST CHATTANOOGA TN 37408 N/A PC Center for Racial Equity Fund (CREI) 10000 COMMUNITY FOUNDATION OF GREATER CHATTANOOGA INC 1400 WILLIAMS ST CHATTANOOGA TN 37408 N/A PC Chattanooga Racial Equity & Inclusion Fund 20000 CONSERVATION LEGACY 701 CAMINO DEL RIO STE 101 DURANGO CO 81301 N/A PC Southeast Conservation Corps 10000 CONTEMPORARY PERFORMING ARTS OF CHATTANOOGA INC 1322 DODDS AVE CHATTANOOGA TN 37404 N/A PC General & Unrestricted 21950 EAST BAY COMMUNITY FOUNDATION 200 FRANK H OGAWA PLZ OAKLAND CA 94612 N/A PC For programs and activities supported by the Footprint foundation 100000 EAST LAKE EXPRESSION ENGINE 2903 E 37TH ST CHATTANOOGA TN 37407 N/A PC General & Unrestricted 1000 ELLA LIBRARY PO BOX 3034 CHATTANOOGA TN 37404 N/A PC General & Unrestricted 38000 FRIENDS OF THE CHICKAMAUGA AND CHATTANOOGA NATIONA PO BOX 748 CHATTANOOGA TN 37401 N/A PC General & Unrestricted 250 HABITAT FOR HUMANITY OF GREATER CHATTANOOGA 1201 E MAIN ST CHATTANOOGA TN 37408 N/A PC General & Unrestricted 5000 HAMILTON COUNTY SCHOOLS FOUNDATION 3074 HICKORY VALLEY RD CHATTANOOGA TN 37421 N/A PC General & Unrestricted 1000 HUNTER MUSEUM OF ART 10 BLUFF VIEW ST CHATTANOOGA TN 37403 N/A PC For the educational program 500 LOOKOUT MOUNTAIN CONSERVANCY 3085 BROAD ST CHATTANOOGA TN 37408 N/A PC To support The Howard School interns 1000 LOOKOUT MOUNTAIN CONSERVANCY 3085 BROAD ST CHATTANOOGA TN 37408 N/A PC General & Unrestricted 4000 LULA LAKE LAND TRUST PO BOX 395 LOOKOUT MOUNTAIN TN 37350 N/A PC To support outreach and engagement of communities in need of nature 2000 MARK MAKING PO BOX 4271 CHATTANOOGA TN 37405 N/A PC Southern Exposure Productions 3000 NOOGA DIVERSITY CENTER 3709 FOUNTAIN AVE CHATTANOOGA TN 37412 N/A PC Soft Animal 3000 NORTH CAROLINA ARTS FOUNDATION 4632 MAIL SERVICE CENTER RALEIGH NC 27699 N/A PC Relief - NC Arts Disaster 25000 OPEN SPACE INSTITUTE LAND TRUST INC 1370 BROADWAY 5TH FL NEW YORK NY 10018 N/A SO I Cradle of Southern Appalachia Fund and Thriving Communities natural treasures 100000 PREP PUBLIC SCHOOLS 1849 UNION AVE CHATTANOOGA TN 37404 N/A PC General & Unrestricted 5000 PURPOSE POINT COMMUNITY RESOURCE CENTER INC PO BOX 24533 CHATTANOOGA TN 37422 N/A PC Horton-Keller Trauma Center 20000 REFLECTION RIDING ARBORETUM AND NATURE CENTER 400 GARDEN RD CHATTANOOGA TN 37419 N/A PC General & Unrestricted 10425 RISE CHATTANOOGA PO BOX 406 CHATTANOOGA TN 37401 N/A PC Little Free Library Book Program 5000 RISE CHATTANOOGA PO BOX 406 CHATTANOOGA TN 37401 N/A PC City of Creators 20000 RISE CHATTANOOGA PO BOX 406 CHATTANOOGA TN 37401 N/A PC General & Unrestricted 21825 RISE CHATTANOOGA PO BOX 406 CHATTANOOGA TN 37401 N/A PC Natural Beautiful Me 18750 SOUTHERN SMOKE FOUNDATION 1302 WAUGH DR HOUSTON TX 77019 N/A PC Emergency Relief for Hurricane Helene 25000 SOUTHSIDE YOUTH DEVELOPMENT INC 2288 GUNBARREL RD STE 154 PMB 23 CHATTANOOGA TN 37421 N/A PC General & Unrestricted 1000 SPLASH PO BOX 3617 CHATTANOOGA TN 37404 N/A PC General & Unrestricted 1000 STOVE WORKS 1250 E 13TH ST CHATTANOOGA TN 37408 N/A PC General & Unrestricted 7500 TEACH FOR AMERICA INC 25 BROADWAY 12TH FL NEW YORK NY 10004 N/A PC To support operations of the Nashville-Chattanooga office for tfa chattanooga corp members 125000 THE A I M CENTER INC 472 W ML KING BLVD CHATTANOOGA TN 37402 N/A PC General & Unrestricted 20000 THE CHATTERY 1800 ROSSVILLE AVE STE 108 CHATTANOOGA TN 37408 N/A PC General & Unrestricted 5000 THE URBAN LEAGUE OF GREATER CHATTANOOGA INC 401 EAST MLK BLVD STE 301 CHATTANOOGA TN 37403 N/A PC General & Unrestricted 100000 THRIVE REGIONAL PARTNERSHIP INC 832 GEORGIA AVE STE 420 CHATTANOOGA TN 37402 N/A PC the critical conservation efforts of the Natural Treasures alliance 2000 TRUST FOR PUBLIC LAND 1810 E MAIN ST STE 200 CHATTANOOGA TN 37404 N/A PC Welcoming Places, Chattanooga 16000 UNITED METHODIST NEIGHBORHOOD CENTERS INC 200 W 38TH ST CHATTANOOGA TN 37410 N/A PC The Bethlehem Center General Operations 20000 URBAN COLLECTIVE 5030 MARYLIN LN CHATTANOOGA TN 37411 N/A PC General & Unrestricted 20000 WHITE OAK BICYCLE COOPERATIVE PO BOX 15102 RED BANK TN 37415 N/A PC General & Unrestricted 6000 WORLD CENTRAL KITCHEN INCORPORATED PO BOX 96538 WASHINGTON DC 20090 N/A PC Western North Carolina Hurricane Helene Recovery Efforts 25000 YOUNG LADIES OF POWER 2106 JACKSON ST CHATTANOOGA TN 37404 N/A PC General & Unrestricted 2000 1081525 14 29840 14 399464 18 664628 K-1 Inc/Loss 525990 -5999 14 88152 -5999 1182084 1176085 false false false false false false false false false false X X 1 Alice P Lupton Irrevocable Trust The Lupton Co 201 W Main St 205 Chattanooga TN 37408 12000 X Form 990-PF Form 990-PF One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. BRISTOL-MYERS SQUIBB CO - 4.90 109999 110485 CIGNA CORP - 4.375% - 10/15/20 55371 55858 EUROPEAN INVT BK - 4.125% - 02 526321 516898 HUNTINGTON BANCSHARES INC - 6. 110899 112532 INTER AMERN DEV - 3.125% - 09/ 259001 234366 INTER-AMERICAN DEV - 3.500% - 114716 107664 INTER-AMERICAN DEV - 4.500% - 248838 247803 INTERNATIONAL BANK FOR RECON & 439960 426758 INTERNATIONAL BK - 1.625% - 11 126588 120764 INTERNATIONAL BK - 4.000% - 01 484429 478182 INTERNATIONAL BK FORRECON&DEV 355575 329631 INTERNATIONAL BK FORRECON&DEV 349876 301602 INTERNTNL BK F - 1.125% - 09/1 230134 236735 MICROSOFT CORP NOTE - 2.525% - 113055 107741 MORGAN STANLEY - 3.625% - 01/2 109830 111938 PEPSICO INC - 3.450% - 10/06/2 113283 107158 PNC FINL - 5.354% - 12/02/2028 109320 110542 SALESFORCE COM INC NOTE CALL M 103466 104931 STATE STR CORP - 5.104% - 05/1 108669 109166 TARGET CORP - 4.800% - 01/15/2 109007 105317 TRUIST FINL CORP - 5.122% - 01 72104 73864 VERIZON COMMS - 4.016% - 12/03 110136 108417 ABBOTT LABS 89726 93429 ABBVIE INC 24359 43714 ABERCROMBIE & FITCH 2407 2690 ACCENTURE PLC 94428 112925 ACUITY BRANDS INC 27625 43820 ADOBE SYSTEMS, INC 39111 48470 ADVANCED DRAINAGE SYSTEMS INC 22415 20230 ADVANCED MICRO DEVICES INC 52375 76339 AECOM TECHNOLOGY CORPORATION 68487 95711 ALPHABET INC CL A 39346 90296 ALPHABET INC CL C 68283 213293 ALTUS POWER INC 13314 17656 AMAZON COM 189438 309998 AMERICAN ASSETS TRUST INC 30125 35477 AMERICAN EXPRESS CO 14459 29085 AMGEN INC 24196 27628 AON PLC CL A 5278 11852 APPLE INC 226494 677887 APPLIED MATERIALS INC 20884 26021 ARCHROCK INC 5253 9856 ARRAY BIOPHARMA INC 12248 8492 AT&T, INC 5453 8789 AUTODESK, INC 65058 75666 AUTOMATIC DATA PROCESSING INC 24118 36006 AVALONBAY CMNTYS INC 57052 69950 BADGER METER, INC 53731 84424 BAKER HUGHES COMPANY 47129 58207 BANK NEW YORK MELLON CORP COM 50759 85973 BANK OF AMERICA CORP 91308 115193 BEAZER HOMES USA INC 9134 16394 BEST BUY INC 15498 17675 BIOGEN INC 9291 7493 BOOKING HOLDINGS INC 35792 44716 BOSTON SCIENTIFIC 3577 4645 BROADCOM INC 68847 94591 CALVERT ABSOLUTE RETURN BOND F 147674 149328 CALVERT BALANCED FUND CLASS I 132155 124530 CALVERT SHORT DURATION INCOME 256129 261785 CALVERT ULTRA SHORT INCOME FUN 449153 453522 CARDINAL HEALTH INC 6476 9816 CARRIER GLOBAL 6120 13925 CBRE GROUP 32593 54223 CCM COMMUNITY IMPACT BOND FUND 44671 39549 CIGNA CORPORATION 60197 59094 CITIGROUP INC 38182 57016 CLOROX CO 16864 17215 COGNIZANT TECHNOLOGY SOLUTIONS 23009 26607 COLGATE-PALMOLIVE COMPANY 110239 124819 CORTEVA INC 11236 11050 COUSINS PROPERTIES INC 78988 104544 DANAHER CORP 60463 77817 DARLING INGREDIENTS INC 87280 82170 DELL TECHNOLOGIES INC CLASS C 9270 25929 DIGITAL RLTY TR INC 8265 9221 DOUGLAS EMMETT INC 13613 18801 DOXIMITY ORD SHS CLASS A 4682 5980 EBAY INC 30492 42188 ECOLAB INC 159702 185347 ELI LILLY & CO 39454 138960 EMBECTA CORP 55 41 EMPIRE STATE REALTY TRUST 29888 34407 ENPHASE ENERGY ORD SHS 33969 20123 EVGO ORD SHS CLASS A 4786 2535 F M C CP 28659 24256 FIRST SOLAR INC 25501 31723 FRANKLIN ELECTRIC CO., INC 7413 7016 GEN DIGITAL ORD SHS 3408 5366 GENERAL MILLS INC 8572 7716 GENERAL MOTORS 23119 29725 GILEAD SCIENCES INC 16786 20968 GMS INC 4032 6617 GOLDMAN SACHS GROUP 8838 17751 GRAINGER W W INC 35981 78000 HARTFORD FINANCIALSERVICES GRO 131761 198670 HASBRO INC 8369 9952 HEWLETT PACKARD ENTERPRISE CO 17425 28331 HP INC 3426 3818 INTEL CORP 44728 28752 INTUIT 14683 25769 IRON MOUNTAIN 2729 6307 JOHN HANCOCK ESG LAG CAP CORE 88109 81988 JOHNSON & JOHNSON 249800 237900 JP MORGAN CHASE 75282 154134 JUNIPER NETWORKS 45795 45502 KB HOME 20292 18862 KILROY REALTY CP 25207 28032 KROGER CO 32089 38219 KYNDRYL HOLDINGS INC 60 69 LAM RESEARCH CORP 813 2889 LOWES COMPANIES INC 10466 19004 MARSH AND MCLENNAN COMPANIES I 8273 10621 MASTERCARD INC 115936 192725 MCDONALD'S CORP 9538 11885 MCKESSON CORP 24295 40464 MEDTRONIC PLC 77539 73889 MERCK & CO INC 114433 103260 MERITAGE CORPORATION 62053 87677 META PLATFORMS INC 84020 201415 METLIFE INC 15315 15312 MICROSOFT CORP 345178 684515 MISFX 924233 888964 MONDELEZ INTERNATIONAL INC 46264 37630 MOODYS CORP 103316 140591 NASDAQ OMX GROUP 11956 17395 NETAPP, INC 7150 13117 NEXTRACKER INC 15969 13114 NUVEEN ESG LARGE-CAP VALUE ETF 405854 421338 NVIDIA CORP 83867 678702 OMNICOM GROUP 108013 107636 ORACLE CORP 8286 13998 ORGANON & CO 32 15 ORMAT TECHNOLOGIES 90465 85056 PARAMOUNT GROUP INC COM 51257 54908 PARNASSUS EQUITY INCOME FUND I 72357 82859 PEPSICO INC 42036 37255 PFIZER INC 11476 10612 PLUG POWER INC 4454 4878 PRUDENTIAL FINCL INC 91928 96602 QUALCOMM INC 24647 28881 RESIDEO TECHNOLOGIESINC COM 80 69 S&P GLOBAL INC COM 64358 82673 SALESFORCE.COM 85275 153792 SCHNITZER STEEL INDUSTRIES, IN 31237 31049 SERVICE NOW 42997 75269 SHERWIN-WILLIAMS CO 68663 91101 SHOALS TECHNOLOGIES GROUP 366 304 SL GREEN REALTY CORP 146 136 SPDR SER TR SPDR S&P 500 ETF 98119 101645 STARBUCKS CORP COM 48080 49093 STATE STREET CORPORATION 50765 70472 STEWARD GLOBAL CL INST 42495 41896 SUNNOVA ENERGY INTERNATIONAL O 4506 2593 SUNRUN INC 22749 15374 T-MOBILE US INC 4973 5298 TARGET CORPORATION 23724 23386 TECHNIPFMC PLC 12569 47925 TESLA MOTORS INC 126521 228977 TETRA TECH INC 7216 6135 THE COCA-COLA CO 174436 171340 THE HERSHEY COMPANY 26831 23540 THERMO FISHER SCIENTIFIC INC 18591 21850 TJX COMPANIES INC 1630 2054 TOPBUILD CORP 4902 6849 TRACTOR SUPPLY CO COM 5733 10347 TRAVELERS COMPANIES INC 8865 12767 UBER 16892 13934 UNITEDHEALTH GROUP INC 65506 91055 UNIVERSAL DISPLAY CORP 11082 11988 VANGUARD GLOBAL ESG SELECT STO 1616710 1840134 VERALTO CORPORATION 170 204 VERISK ANALYTICS, INC 83686 85383 VERIZON COMMUNICATIONS 59086 59785 VERTEX PHARMCTLS INC 1566 2416 VIATRIS ORD SHS 19 12 VISA INC 84919 150435 VORNADO RLTY TR 4928 5297 WALT DISNEY HOLDINGS CO 121 118 WARNER BROS. DISCOVERY, INC 90 32 WESTINGHOUSE AIR BRAKE TECHNOL 4881 5119 WILLIAMS SONOMA INC 1868 5555 XYLEM INC 153724 184240 FUNDSMITH SUSTAINABLE EQUITY F 838774 1686820 GENERATE CAPITAL, PBC 499986 519985 GLOBAL IMPACT ACCESS PARTNERSH 815948 859027 GLOBAL IMPACT OPPORTUNITIES II 105624 112473 GREENBACKER RENEWABLE ENERGY C 908355 1035600 IMPACT AMERICA FUND III LP 17266 16606 IMPACT WORLD EQUITY FUND, LP 3416165 3680476 JUMPFUND, L.P 34421 22871 RETHINK IMPACT II, LP 153729 130643 RETHINK IMPACT, LP 171880 520845 ROSE AFFORDABLE HOUSING PRESER 491383 359952 PRI - LAUNCH INC 200000 200000 Administrative Fees 35010 35010 Bank Charges Digital Subscriptions 2222 2222 Equipment Maintenance 216 216 Foundation Dues & Memberships 1500 1500 Indemnification Insurance 2382 2382 K-1 Exp FUNDSMITH SUSTAINABLE 17825 17825 K-1 Exp GLOBAL IMPACT ACCESS P 25180 25180 K-1 Exp GLOBAL IMPACT OPPORTUN 14474 14474 K-1 Exp IMPACT AMERICA FUND II 6597 6597 K-1 Exp IMPACT WORLD EQUITY FU 45041 44935 K-1 Exp JUMPFUND, L.P 485 485 K-1 Exp RETHINK IMPACT II, LP 4609 4566 K-1 Exp RETHINK IMPACT, LP 2361 2361 K-1 Exp ROSE AFFORDABLE HOUSIN 54 54 CREDIT CARD LATE FEES 27 27 Office Supplies 1555 1555 Payroll Processing Fees 14122 14122 Postage/Delivery Service 23 23 State or Local Filing Fees 41 41 TRAINING & PROF DEVELOPMENT 34350 34350 Website Hosting/Support 302 302 K-1 Inc/Loss FUNDSMITH SUSTAINABLE EQUITY FUND LP 24282 24282 K-1 Inc/Loss GLOBAL IMPACT ACCESS PARTNERSHIP II, 5421 8294 K-1 Inc/Loss GLOBAL IMPACT OPPORTUNITIES III, LP 1148 4281 K-1 Inc/Loss IMPACT AMERICA FUND III LP 343 343 K-1 Inc/Loss IMPACT WORLD EQUITY FUND, LP 49458 49458 K-1 Inc/Loss JUMPFUND, L.P 107 107 K-1 Inc/Loss RETHINK IMPACT II, LP 792 785 K-1 Inc/Loss RETHINK IMPACT, LP 141 141 K-1 Inc/Loss ROSE AFFORDABLE HOUSING PRESERVATION 461 461 Administration of Foundation 3779 3779 Investment Management Services 169233 169233 Philanthropic Consulting Srvcs 127537 127537 990-PF Estimated Tax for 2024 7600 Foreign Tax Paid 45 45 State Income Tax 2023 100