2025-11-17T11:36:27-06:00 2024-12-31 AMY THOMAS 412 BRADY POINT RD SIGNAL MOUNTAIN TN 37377 990PF 2024-01-01 237412895 CHRISTIAN EDUCATION CHARITABLE TRUST CO C/O H O MACLELLAN JR CHRI 4237551366 820 BROAD STREET SUITE 300 CHATTANOOGA TN 37402 HUGH O MACLELLAN JR PRESIDENT 4237558142 2025-11-17 1 0 AMY THOMAS P01525903 2055340209 X 2024 2025-03-06 01:10:19Z X 30119748 X X 17460 17460 344868 344785 1657461 10166794 1657438 127260 -50945 2147049 1968738 220264 4405 215859 59986 29623 30363 48592 5244 43348 23612 11806 11806 74774 44774 30000 17892 17892 0 20548 6298 0 22982 1149 21833 41568 0 41568 289241 248903 36752 819459 370094 431529 1105000 1105000 1924459 370094 1536529 222590 1598644 429286 1467231 1467231 9631550 7665106 8853889 9472590 10606097 19780524 0 18104 18104 19533426 19756538 30119748 148 670 148 670 X 19533278 19755868 19533278 19755868 19533426 19756538 19533278 222590 0 19755868 0 19755868 PUBLICLY TRADED SECURITIES HELD AT UBS 9100630 8503668 596962 596962 SHORT-TERM CAPITAL GAINS FROM PARTNERSHIP INVESTMETNS P 2024-12-31 37382 37382 37382 LONG-TERM CAPITAL GAINS FROM PARTNERSHIP INVESTMETNS P 2024-12-31 969737 969737 969737 1231 GAINS FROM PARTNERSHIP FLOW-THROUGH P 2024-12-31 53288 53288 53288 1256 GAINS FROM PARTNERSHIP FLOW-THROUGH P 2024-12-31 1 -1 -1 KERN GENOMIC LLC P 2024-12-31 5650 5664 -14 -14 CAPITAL GAINS DIVIDENDS P 84 84 84 1657438 22221 0 22221 0 22221 49804 0 15000 0 64804 0 42583 42583 0 0 0 0 0 0 0 0 0 1 1 0 1 1 TN 1 0 0 0 0 1 N/A CHARLES PHILLIPS 4237558142 820 BROAD STREET SUITE 300 CHATTANOOGA TN 37402 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT H MACLELLAN 820 BROAD STREET SUITE 300 CHATTANOOGA TN 37402 CHAIRMAN OF THE BOARD 1.00 0 0 0 REID A MACLELLAN 820 BROAD STREET SUITE 300 CHATTANOOGA TN 37402 TRUSTEE 0.25 0 0 0 ELIZABETH LINDQUIST 820 BROAD STREET SUITE 300 CHATTANOOGA TN 37402 TRUSTEE 0.25 0 0 0 RODGER PIERSANT 820 BROAD STREET SUITE 300 CHATTANOOGA TN 37402 TRUSTEE 0.25 0 0 0 JOHN ZEISER 820 BROAD STREET SUITE 300 CHATTANOOGA TN 37402 TRUSTEE 0.25 0 0 0 CHARLES W PHILIPS 820 BROAD STREET SUITE 300 CHATTANOOGA TN 37402 EXECUTIVE DIRECTOR & SECRETARY PRO-TEM 30.00 220264 37799 18891 JILL HARTNESS 820 BROAD STREET SUITE 300 CHATTANOOGA TN 37402 TRUSTEE 0.25 0 0 0 CHRIS MACLELLAN 820 BROAD STREET SUITE 300 CHATTANOOGA TN 37402 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 CHRISTIAN EDUCATION CHARITABLE TRUST WAS CREATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE AND EDUCATIONAL PURPOSES. THOUGH STILL PRIMARILY A GRANT-MAKER, CECT HAS DIVERSIFIED ITS CHARITABLE ACTIVITIES BY BEGINNING TO CONDUCT DIRECT CHARITABLE ACTIVITIES.CONVENING OF LEADERSDURING THE 2024 TAX YEAR, THE ORGANIZATION DID NOT CONDUCT ANY CONVENING ACTIVITIES. CONVENING RESUMED IN 2025. A GATHERING OF LEADERS OF NON-PROFITS IN THE EDUCATION SECTOR IS CONVENED TOGETHER TO DISCUSS CHALLENGES AND OPPORTUNITIES THAT FACE THEIR ORGANIZATIONS. THE GOAL OF THE CONVENING IS TO PROVIDE A PLACE FOR DIALOGUE AND LEARNING IN ORDER TO COOPERATIVELY LOOK AT THE ISSUES FACING THE EDUCATION SECTOR. DIFFERENT EXPERTS IN THE FIELD PROVIDE INFORMATION AND TECHNICAL ADVICE. THE GOAL IS FOR ORGANIZATIONS TO DEVELOP SUSTAINABLE OPERATING MODELS THAT WILL ALLOW THEM TO CONTINUE TO SERVE THE PUBLIC WELL BOTH NOW AND IN THE FUTURE. 0 0 8882947 715893 19974634 29573474 0 0 29573474 443602 29129872 1456494 1456494 22221 6742 28963 1427531 0 1427531 0 1427531 1536529 0 1536529 1427531 0 0 461193 295140 756333 1536529 0 0 0 1427531 108998 0 0 865331 0 0 0 0 0 0 461193 404138 295140 108998 X AMERICAN FRIENDS OF TYNDALE HOUSE PO BOX 1062 WHEATON IL 601871062 NONE 501(C)(3) PUBLIC CHA FOR CHARITABLE LEADERSHIP DEVELOPMENT. 25000 ASSOCIATION OF CHRISTIAN SCHOOLS INTERNATIONAL PO BOX 62249 COLORADO SPRINGS CO 80962 NONE 501(C)(3) PUBLIC CHA FOR CHARITABLE LEADERSHIP DEVELOPMENT. 25000 CS LEWIS INSTITUTE 8001 BRADDOCK RD SUITE 301 SPRINGFIELD VA 22151 NONE 501(C)(3) PUBLIC CHA FOR CHARITABLE LEADERSHIP DEVELOPMENT. 35000 CARDUS INC 5748 FAIRWAY DR MASON OH 45040 NONE 501(C)(3) PUBLIC CHA FOR CHARITABLE LEADERSHIP DEVELOPMENT. 25000 CHRISTIAN LEGAL SOCIETY 8001 BRADDOCK 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CHRISTIAN SCHOOLS 1040 SOUTH GILBERT ROAD GILBERT AZ 85296 NONE 501(C)(3) PUBLIC CHA FOR CHARITABLE LEADERSHIP DEVELOPMENT. 50000 GORDON COLLEGE 255 GRAPEVINE ROAD WENHAM MA 019841899 NONE 501(C)(3) PUBLIC CHA FOR CHARITABLE LEADERSHIP DEVELOPMENT. 100000 GREATER ATLANTA CHRISTIAN SCHOOLS INC 1575 INDIAN TRAIL LILBURN ROAD NORTHWEST NORCROSS GA 30093 NONE 501(C)(3) PUBLIC CHA FOR CHARITABLE LEADERSHIP DEVELOPMENT. 50000 HOPE ACADEMY 2300 CHICAGO AVENUE MINNEAPOLIS MN 55404 NONE 501(C)(3) PUBLIC CHA FOR CHARITABLE LEADERSHIP DEVELOPMENT. 50000 IN MEDIA RES 3 UNIVERSITY CIRCLE CHARLOTTESVILLE VA 22903 NONE 501(C)(3) PUBLIC CHA FOR CHARITABLE LEADERSHIP DEVELOPMENT. 50000 INTERNATIONAL GENEROSITY FOUNDATION TRUST 1901 ULMERTON RD SUITE 400 CLEARWATER FL 33629 NONE 501(C)(3) PUBLIC CHA FOR CHARITABLE LEADERSHIP DEVELOPMENT. 50000 JOHN JAY INSTITUTE FOR FAITH SOCIETY AND LAW INC 705 SOUTH BELLEVUE AVENUE LANGHORNE PA 19047 NONE 501(C)(3) PUBLIC CHA FOR CHARITABLE LEADERSHIP DEVELOPMENT. 25000 RATIO CHRISTI INC 2150 ELMWOOD AVE STE 2 LAFAYETTE IN 47904 NONE 501(C)(3) PUBLIC CHA FOR CHARITABLE LEADERSHIP DEVELOPMENT. 25000 REGENTS SCHOOL OF AUSTIN INC 3230 TRAVIS COUNTRY CIRCLE AUSTIN TX 78735 NONE 501(C)(3) PUBLIC CHA FOR CHARITABLE LEADERSHIP DEVELOPMENT. 50000 VERITAS FORUM INC PO BOX 380807 CAMBRIDGE MA 02238 NONE 501(C)(3) PUBLIC CHA FOR CHARITABLE LEADERSHIP DEVELOPMENT. 50000 COVENANT COLLEGE INC 14049 SCENIC HIGHWAY LOOKOUT MOUNTAIN GA 30750 NONE 501(C)(3) PUBLIC CHA FOR LEADERSHIP DEVELOPMENT OR TRAINING. 80000 1105000 AMERICAN FRIENDS OF TYNDALE HOUSE PO BOX 1062 WHEATON IL 601871062 NONE 501(C)(3) PUBLIC CHA FOR LEADERSHIP DEVELOPMENT OR TRAINING. 50000 CHATTANOOGA CHRISTIAN SCHOOL INC 3354 CHARGER DRIVE CHATTANOOGA TN 37409 NONE 501(C)(3) PUBLIC CHA FOR GENERAL OPERATING SUPPORT. 250000 COLSON CENTER PO BOX 62160 COLORADO SPRINGS CO 809622160 NONE 501(C)(3) PUBLIC CHA FOR LEADERSHIP DEVELOPMENT OR TRAINING. 150000 COUNCIL ON EDUCATION STANDARDS AND ACCOUNTABILITY INC 1427 FALKIRK LANE NW KENNESAW GA 30152 NONE 501(C)(3) PUBLIC CHA FOR LEADERSHIP DEVELOPMENT OR TRAINING. 25000 DES MOINES CHRISTIAN SCHOOL 13007 DOUGLAS PARKWAY URBANDALE IA 50323 NONE 501(C)(3) PUBLIC CHA FOR GENERAL OPERATING SUPPORT. 50000 DISCOVERY INSTITUTE 208 COLUMBIA STREET SEATTLE WA 98104 NONE 501(C)(3) PUBLIC CHA FOR LEADERSHIP DEVELOPMENT OR TRAINING. 150000 GILBERT CHRISTIAN SCHOOLS 1040 SOUTH GILBERT ROAD GILBERT AZ 85296 NONE 501(C)(3) PUBLIC CHA FOR GENERAL OPERATING SUPPORT. 50000 GORDON COLLEGE 255 GRAPEVINE ROAD WENHAM MA 019841899 NONE 501(C)(3) PUBLIC CHA FOR LEADERSHIP DEVELOPMENT OR TRAINING. 100000 GREATER ATLANTA CHRISTIAN SCHOOLS INC 1575 INDIAN TRAIL LILBURN ROAD NORTHWEST NORCROSS GA 30093 NONE 501(C)(3) PUBLIC CHA FOR GENERAL OPERATING SUPPORT. 50000 IN MEDIA RES 3 UNIVERSITY CIRCLE CHARLOTTESVILLE VA 22903 NONE 501(C)(3) PUBLIC CHA FOR LEADERSHIP DEVELOPMENT OR TRAINING. 50000 INTERNATIONAL GENEROSITY FOUNDATION TRUST 1901 ULMERTON RD SUITE 400 CLEARWATER FL 33629 NONE 501(C)(3) PUBLIC CHA FOR LEADERSHIP DEVELOPMENT OR TRAINING. 50000 KING UNIVERSITY 1350 KING COLLEGE ROAD BRISTOL TN 37620 NONE 501(C)(3) PUBLIC CHA FOR GENERAL OPERATING SUPPORT. 500000 PURPOSE POINT COMMUNITY RESOURCE CENTER INC PO BOX 24533 CHATTANOOGA TN 37421 NONE 501(C)(3) PUBLIC CHA FOR LEADERSHIP DEVELOPMENT OR TRAINING. 75000 REGENTS SCHOOL OF AUSTIN INC 3230 TRAVIS COUNTRY CIRCLE AUSTIN TX 78735 NONE 501(C)(3) PUBLIC CHA FOR GENERAL OPERATING SUPPORT. 50000 VERITAS FORUM INC PO BOX 380807 CAMBRIDGE MA 02238 NONE 501(C)(3) PUBLIC CHA FOR LEADERSHIP DEVELOPMENT OR TRAINING. 50000 1650000 14 17460 14 344785 83 14 525990 14 1165 525990 23 18 1657354 84 PARTNERSHIPS ORDINARY INCOME 14 -52110 UNRELATED BUSINESS INCOME FROM PASSTHROUGH 525990 178205 178228 1968654 167 2147049 4 TAX EXEMPT INCOME FROM PASSTHROUGH INVESTMENTS 11 SECTION 965(A) INCOME INCLUSION FROM PASSTHROUGH INVESTMENTS 0 0 0 0 0 0 0 0 0 0 LEGAL AND ACCOUNTING 23612 11806 11806 PARTNERSHIP FLOWTHROUGH - UBI - SHORT-TERM PURCHASED 6 COST 0 6 PARTNERSHIP FLOWTHROUGH - UBI - LONG-TERM PURCHASED 17 COST 0 17 DONOR ADVISED FUNDS FORM 990-PF, PART VII-A, LINE 12 NO DISTRIBUTIONS WERE MADE TO OUR DONOR ADVISED FUND AT CHATTANOOGA CHRISTIAN COMMUNITY FOUNDATION (DBA THE GENEROSITY TRUST), EIN# 62-1536731 DURING THE 2024 TAX YEAR. THE TRUST RETAINED ADVISORY PRIVILEGES. CHATTANOOGA CHRISTIAN COMMUNITY FOUNDATION ("CCCF") IS A SECTION 509(A)(1) ORGANIZATION AS REFERRED TO IN SECTION 170(B)(1)(A)(VI). THE ENTIRE AMOUNT WAS TREATED AS A QUALIFYING DISTRIBUTION IN PART XV, LINE 3, CONTRIBUTIONS, GIFTS, GRANTS PAID. THE DONOR-ADVISED FUND AGREEMENT BETWEEN THE CHRISTIAN EDUCATION CHARITABLE TRUST AND CCCF INCLUDES THE FOLLOWING:"CCCF SHALL RECEIVE, REVIEW AND CONSIDER WRITTEN RECOMMENDATIONS FROM THE COMMITTEE CONCERNING GRANTS MADE FROM THE FUND AND ANY CONDITIONS WHICH SHOULD BE PLACED UPON SUCH GRANTS. THE FINAL DECISION CONCERNING SUCH MATTERS SHALL BE MADE BY THE BOARD OF DIRECTORS OF CCCF.""NO INCOME OR PRINCIPAL OF THE FUND SHALL BE USED FOR ANY PURPOSE OR PAID TO ANY BENEFICIARY IF SUCH USE OR PAYMENT WOULD NOT BE PERMITTED BY THE INTERNAL REVENUE CODE (THE "CODE") OR REGULATIONS THEREUNDER FOR AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE CODE, TO WHICH CONTRIBUTIONS ARE DEDUCTIBLE UNDER SECTION 170(C)(2) OF THE CODE." FRANCIS MEDICAL 186000 186000 FRANCIS MEDICAL 8110 SHARES COMMON STOCK 8110 8110 UBS PUBLICLY TRADED SECURITIES 7470996 8659779 AERIAL BIOPHARMA, LLC AT COST 34504 0 ARRIVO BIOVENTURES LLC AT COST 394179 1404220 BI FUND I, A SERIES OF PATHBREAKER SPV, LP (BIOBOT ANALYTICS) AT COST 50432 0 BOW RIVER CAPITAL 2017-QP FUND, LP AT COST 270148 551029 C-III RECOVERY FUND II LP AT COST 174993 170658 DYNAMO FUND I, LP AT COST 182098 1382565 DYNAMO FUND II, LP AT COST 364276 436538 DYNAMO OPPORTUNITY FUND I L.P. AT COST 475696 682801 DYNAMO-GATIK LLC AT COST 45122 89017 DYNAMO-SKUPOS, LLC AT COST 29560 29559 DYNAMO-STORD SPV II, LLC AT COST 100265 416163 DYNAMO-SVT ROBOTICS SPV II LLC AT COST 12680 12402 DYNAMO-VECTOR LLC AT COST 18740 28508 ESO VENTURE FUND V AT COST 183736 242307 FR FUND I, A SERIES OF PATHBREAKER SPV II, LP (FRAMEWORK) AT COST 116742 149383 FULCRUM GROWTH FUND III QP, LLC AT COST 164686 344830 G SQUARED VI, LP AT COST 523528 724719 GOODWATER CAPITAL IV, LP AT COST 283746 264466 GOODWATER INFINITY II, LP AT COST 425341 460104 GRAYMATTER ROBOTICS SPV TOTAL AT COST 76091 141000 HYPHEN SPV SERIES A TOTAL AT COST 56039 94000 H2OEY VENTURES AT COST 209564 212529 H2OEY VENTURES II, LLC AT COST 503609 510000 IR B FUND, A SERIES OF PATHBREAKER SPV, AT COST 100185 0 IR C, A SERIES OF PATHBREAKER SPV, LP (IRON OX) AT COST 50057 0 IRONOX CN STAR, LP AT COST 55925 7522 IR-1027 FUND VI, A SERIES OF PATHBREAKER SPV, LP AT COST 35493 35827 KERN CAPITAL LLC AT COST 100000 100000 KERN DIAGNOSTICS AT COST 65000 21645 KERN ODYSSEUS LLC AT COST 100000 100000 SOLAS - MACLELLAN GROUP (FKA KNOPP BIOSCIENCES LLC) AT COST 206712 1697521 MIDNIGHT PHARMA LLC AT COST 15514 55590 NEXTGEN VENTURES FUND II QP LP AT COST 185220 269613 ON FUND I, A SERIES OF PATHBREAKER SPV, LP (HYPHEN) AT COST 100638 421600 ON FUND II, A SERIES OF PATHBREAKER SPV, LP (HYPHEN) AT COST 50269 78800 OR FUND I, A SERIES OF PATHBREAKER SPV, AT COST 75508 75509 PATHBREAKER VENTURES FUND II LP AT COST 349123 684718 PORTFOLIO ADVISORS SECONDARY FUND III, L.P. AT COST 225115 343331 RA CAPITAL HEALTHCARE FUND LP AT COST 20557 34253 RELEVANCE CAPITAL III, LP AT COST 255721 503616 RESOLUTE CAPITAL PARTNERS FUND IV, LP AT COST 407917 440282 RIVER VII LP AT COST 318883 571655 RIVER VIII AT COST 159958 180903 RU FUND III, A SERIES OF PATHBREAKER SPV, AT COST 75111 0 SATURN FIVE FRONTIER LLC AT COST 558735 690305 SI FUND III, A SERIES OF PATHBREAKER SPV, LP (SIMBE ROBOTICS) AT COST 108754 128248 SI FUND IV, A SERIES OF PATHBREAKER SPV, LP (SIMBE ROBOTICS) AT COST 52136 255838 SOVEREIGNS CAPITAL LOWER MIDDLE MARKET FUND II LP AT COST 240116 446496 SIGNIA VENTURE PARTNERS III, LP AT COST 395434 487245 TO FUND I, A SERIES OF PATHBREAKER SPV, LP (TORIC LABS) AT COST 100970 209482 VALOR OPPORTUNITY FUND I, LP AT COST 317447 372710 VALOR OPPORTUNITY FUND II, LP AT COST 117378 127324 VALOR VENTURE FUND II, L.P. AT COST 418081 2110395 VALOR VENTURE FUND III, L.P. AT COST 459426 759614 VALOR VENTURE FUND IV, L.P. AT COST 188939 223684 PRIVATE EQUITY DISTRIBUTION RECEIVABLE 18104 18104 BANK AND WIRE FEE 1761 1761 0 INSURANCE 4954 248 4706 OFFICE EXPENSE 1117 56 1061 GUEST EXPENSE AND MEALS 6868 0 6868 BOARD AND TRUSTEE EXPENSES 21891 0 21891 PARTNERSHIPS PORTFOLIO DEDUCTIONS 233910 233910 0 OTHER PARTNERSHIPS DEDUCTIONS 12928 12928 0 NONDEDUCTIBLE EXPENSES FROM PARTNERSHIPS 3586 0 0 TRAINING AND EDUCATION 2226 0 2226 PARTNERSHIPS RENTAL INCOME 148 148 148 PARTNERSHIPS ROYALTIES 13 13 13 PARTNERSHIPS SUBPART F INCOME 1 1 1 PARTNERSHIPS OTHER PORTFOLIO INCOME 63 63 63 PARTNERSHIPS OTHER INCOME 641 641 641 OTHER MISC INCOME 299 299 299 PARTNERSHIPS ORDINARY INCOME -52110 -52110 -52110 UNRELATED BUSINESS INCOME FROM PASSTHROUGH 178205 178205 OTHER CHARITABLE CONSULTING 30000 0 30000 INVESTMENT AND MANAGEMENT FEES 44774 44774 0 FOREIGN TAXES WITHHELD FROM DIVIDENDS 6239 6239 0 FOREIGN TAXES WITHHELD FROM PARTNERSHIP INCOME 59 59 0 EXCISE TAX 14250 0 0