TENNESSEE HEALTH FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- TENNESSEE HEALTH FOUNDATION INC (EIN 20-0298456)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-09-01
- IRS object ID
- 201622459349100007
- Schema version
- 2015v2.1
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-01T08:29:35-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621199757 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LBMC PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 CHESTNUT STREET SUITE 1100 | AddressLine1Txt |
| City | CHATTANOOGA | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37450 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200298456 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TENNESSEE HEALTH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TENN | BusinessNameControlTxt |
| Phone | 4235357163 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CAMERON HILL CIRCLE | AddressLine1Txt |
| City | CHATTANOOGA | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TREY WHITE | PersonNm |
| Person Title | CAO & CONTROLLER | PersonTitleTxt |
| Phone | 4235357163 | PhoneNum |
| Signature | 2016-08-31 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BECKY G MURPHY | PreparerPersonNm |
| PTIN | P01029295 | PTIN |
| Phone | 4237566585 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $207,182,955 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $2,327 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $903,468 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,343,533 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,484,386 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,237,380 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $7,965,227 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $705,224 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $184,031 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,288,464 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,537,112 | 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 | $12,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,823 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,328 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $855,059 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $855,059 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $136,351 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $82,794 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,890,584 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $85,827 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,870,084 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,894,144 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,025,503 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,880,412 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,117,831 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,117,831 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,011,975 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,025,503 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,998,243 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,723,511 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,511,609 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $336,615 | CashBOYAmt |
| Cash EOY | $69,739 | CashEOYAmt |
| Cash EOYFMV | $69,739 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $21,301,406 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,977,550 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,977,550 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $194,967,276 | CorporateStockBOYAmt |
| Corporate Stock EOY | $203,952,243 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $203,952,243 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $22,359,564 | OtherAssetsBOYAmt |
| Other Assets EOY | $183,423 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $183,423 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $238,964,861 | TotalAssetsBOYAmt |
| Total Assets EOY | $207,182,955 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $207,182,955 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $9,187 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $91,210 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $19,467,875 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | -$55,574 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $19,477,062 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $35,636 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $219,487,799 | UnrestrictedBOYAmt |
| Unrestricted EOY | $207,147,319 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $219,487,799 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $207,147,319 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $238,964,861 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $207,182,955 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $219,487,799 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,723,511 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $216,764,288 | SubtotalAmt |
| Other Decreases | $9,616,969 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $207,147,319 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| SILCHESTER ST CAPITAL GAINS | P | $13,750 | $13,750 |
| SILCHESTER LT CAPITAL GAINS BOOK-TAX DIFFERENCE | P | $1,805,615 | $1,805,615 |
| SILCHESTER LT CAPITAL GAINS | P | $174,761 | $174,761 |
| MISCELLANEOUS OTHER INVESTMENTS | P | $1,441 | $1,441 |
| IRM ST CAPITAL GAINS | P | -$49,983 | -$49,983 |
| IRM LT CAPITAL GAINS BOOK-TAX DIFFERENCE | P | -$41,535 | -$41,535 |
| IRM LT CAPITAL GAINS | P | $25,830 | $25,830 |
| OTHER MARKETABLE SECURITIES GAINS | P | $6,035,348 | $6,035,348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,965,227 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $9,255,654 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $200,793,803 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046095 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,842,656 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $168,066,934 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046664 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,107,244 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $132,433,040 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046116 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,278,257 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $115,203,888 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045817 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,246,999 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $103,465,432 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041048 | DistributionYr5Rt |
| Total Distribution | 0.225740 | TotalDistributionRt |
| Average Distribution | 0.045148 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $212,307,872 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,585,276 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $125,116 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,710,392 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,998,243 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $125,116 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $125,116 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $125,116 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $170,420 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $170,420 | TotalPaymentsAndCreditsAmt |
| Overpayment | $45,304 | OverpaymentAmt |
| Applied To ES Tax | $45,304 | 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 | Yes (1) | 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 | SEE STATEMENT FOR PART XV | WebsiteAddressTxt |
| Individual With Books | TREY WHITE | IndividualWithBooksNm |
| Phone | 4235357036 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CAMERON HILL CIRCLE | AddressLine1Txt |
| City | CHATTANOOGA | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37402 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (19 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 |
|---|---|---|---|---|---|---|---|---|
| BETTY W DEVINNEY | ||||||||
| 1 CAMERON HILL CIRCLE | CHATTANOOGA | TN | 37402 | CHAIRPERSON | 1.00 | $0 | $0 | $0 |
| MARTY G DICKENS | ||||||||
| 1 CAMERON HILL CIRCLE | CHATTANOOGA | TN | 37402 | VICE 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 | BOARD MEMBER | 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 | BOARD MEMBER | 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 |
| PAUL E STANTON | ||||||||
| 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 |
| 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 |
| T RALPH WOODARD JR | ||||||||
| 1 CAMERON HILL CIRCLE | CHATTANOOGA | TN | 37402 | TREASURER/CRO | 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 |
| CALVIN ANDERSON | ||||||||
| 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 |
| DAWN ABEL | ||||||||
| 1 CAMERON HILL CIRCLE | CHATTANOOGA | TN | 37402 | FOUNDATION DIRECTOR | 20.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE BLUECROSS BLUESHIELD OF TENNESSEE HEALTH FOUNDATION FOCUSES ON LARGE-SCALE LASTING HEALTH IMPROVEMENT IN THREE FOCUS AREAS: ACCESS, ACTIVITY, AND ADDICTION. OUR FOUR LARGEST DIRECT CHARITABLE ENDEAVORS WITHIN THAT FRAMEWORK ARE:1. ACCESS-WE AWARDED MORE THAN $2.2 MILLION TO 26 CHARITABLE CLINICS AND RELATED ORGANIZATIONS TO IMPROVE ACCESS TO HEALTHCARE.2. ACTIVITY-WE INVESTED MORE THAN $8.1 MILLION IN PROGRAMS THAT IMPROVED OPPORTUNITIES FOR ACTIVE RECREATION INCLUDING GONOODLE THROUGH WHICH TEACHERS AT ALL 1,100 PUBLIC ELEMENTARY SCHOOLS IN TENNESSEE WERE ABLE TO ENGAGE MORE THAN 250,000 CHILDREN IN 100 MILLION MINUTES OF PHYSICAL ACTIVITY.3. ADDICTION-WE INVESTED CLOSE TO $400,000 IN PROGRAMS THAT ENSURED NEWBORNS DIAGNOSED WITH NEONATAL ABSTINENCE SYNDROME (NAS) RECEIVE PROPER CARE.4. EDUCATION-WE SUPPORTED WITH NEARLY $500,000 THE STATE COLLABORATIVE ON REFORMING EDUCATION (SCORE)WHICH PROVIDES A FRAMEWORK TO ADDRESS THE SOCIO-ECONOMIC FACTORS RELATED TO HEALTH STATUS. | Description1Txt |
| Expenses1 | $11,200,000 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $201,621,870 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,919,117 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $215,540,987 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $215,540,987 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,233,115 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $212,307,872 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,615,394 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,615,394 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $125,116 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $125,116 | TotalTaxAmt |
| Distributable Before Adj | $10,490,278 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,490,278 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,490,278 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,998,243 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,998,243 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $125,116 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,873,127 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,490,278 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,859,475 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,998,243 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,859,475 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,138,768 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $4,351,510 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAWN ABEL FOUNDATION DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CAMERON HILL CIRCLE | AddressLine1Txt |
| City | CHATTANOOGA | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4235357163 | RecipientPhoneNum |
| Form And Info And Materials | WWW.BCBST.COM/WHY-BCBST/ABOUT-US/CORPORATE-RESPONSIBILITY/ TENNESSEE-HEALTH-FOUNDATION/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSIONS MUST BE WITHIN 3 CYCLES: JAN,MAY,SEP | SubmissionDeadlinesTxt |
| Restrictions On Awards | WWW.BCBST.COM/WHY-BCBST/ABOUT-US/CORPORATE-RESPONSIBILITY/ TENNESSEE-HEALTH-FOUNDATION/ | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (104 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A STEP AHEAD FOUNDATION CHATTANOOGA | ||||||||
| PO BOX 4212 | CHATTANOOGA | TN | 37405 | NONE | 509(A)(1) | KEEPING MOMENTUM GOING GRANT | $75,000 | |
| AMERICAN CANCER SOCIETY INC | ||||||||
| 2000 CHARLOTTE AVENUE | NASHVILLE | TN | 37203 | NONE | 509(A)(1) | STATEWIDE DISEASE-PREVENTION PROGRAMS - CANCER | $80,000 | |
| AMERICAN DIABETES ASSOCIATION | ||||||||
| 4660 OLD BROADWAY | KNOXVILLE | TN | 37918 | NONE | 509(A)(1) | STATEWIDE DISEASE-PREVENTION PROGRAMS - DIABETES | $25,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| PO BOX 4002900 | DES MOINES | IA | 50340 | NONE | 509(A)(1) | STATEWIDE DISEASE-PREVENTION PROGRAMS - CARDIOVASCULAR | $98,000 | |
| AMERICAN LUNG ASSOCIATION OF TN | ||||||||
| ONE VINTAGE WAY SUITE C-120 | NASHVILLE | TN | 37228 | NONE | 509(A)(1) | STATEWIDE DISEASE-PREVENTION PROGRAMS - RESPIRATORY | $22,500 | |
| ANTIOCH MIDDLE PREP | ||||||||
| 5050 BLUE HOLE ROAD | ANTIOCH | TN | 37013 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $1,000 | |
| ARTHRITIS FOUNDATION SE REGION INC | ||||||||
| 209 10TH AVENUE S SUITE 123 | NASHVILLE | TN | 37203 | NONE | 509(A)(1) | STATEWIDE PARTNERSHIP SUPPORT - ARTHRITIS | $20,000 | |
| BOYS & GIRLS CLUBS OF GREATER MEMPHIS | ||||||||
| PO BOX 41167 | MEMPHIS | TN | 38174 | NONE | 509(A)(1) | TEAM BLUE PROJECT SUPPORT | $15,000 | |
| CAMPBELL COUNTY BOARD OF EDUCATION | ||||||||
| 6691 HIGHWAY 297 | PIONEER | TN | 37847 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $2,798 | |
| CATHOLIC CHARITIES OF EAST TENNESSEE | ||||||||
| 119 DAMERON AVENUE | KNOXVILLE | TN | 37917 | NONE | 509(A)(1) | CHARITABLE CLINIC SUPPORT | $5,000 | |
| CENTRAL ELEMENTARY SCHOOL | ||||||||
| 252 TAYLORTOWN ROAD | JOHNSON CITY | TN | 37601 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $1,680 | |
| CENTRO HISPANO DE EAST TENNESSEE | ||||||||
| 2455 SUTHERLAND AVENUE | KNOXVILLE | TN | 37919 | NONE | 509(A)(1) | HEALTH ACCESS AND WELLNESS PROJECT | $25,000 | |
| COFFEE COUNTY BOARD OF EDUCATION | ||||||||
| 1343 MCARTHUR STREET | MANCHESTER | TN | 37355 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $2,461 | |
| COLLIERVILLE MIDDLE SCHOOL | ||||||||
| 580 QUINN ROAD | COLLIERVILLE | TN | 38017 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $2,104 | |
| COMMUNITY TABLE HEALTH ALLIANCE | ||||||||
| 6027 WALNUT GROVE RD SUITE 215 | MEMPHIS | TN | 38120 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $5,000 | |
| COMMUNITY CLINIC OF SHELBYVILLE | ||||||||
| 200 DOVER STREET SUITE 2013 | SHELBYVILLE | TN | 37160 | NONE | 509(A)(1) | CHARITABLE CLINIC SUPPORT | $6,000 | |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | ||||||||
| 1270 MARKET STREET | CHATTANOOGA | TN | 37402 | NONE | 509(A)(1) | SOLUTIONS TO OBSTETRICS IN RURAL COUNTIES (STORC) | $300,000 | |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | ||||||||
| 1270 MARKET STREET | CHATTANOOGA | TN | 37402 | NONE | 509(A)(1) | MIRACLE FIELD GRANT | $125,000 | |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | ||||||||
| 1270 MARKET STREET | CHATTANOOGA | TN | 37402 | NONE | 509(A)(1) | HOWARD SCHOOL WEIGHT ROOM GRANT | $10,000 | |
| COOKEVILLE COMMUNITY PLAYGROUND | ||||||||
| 370 S LOWE AVENUE SUITE A-391 | COOKEVILLE | TN | 38501 | NONE | 509(A)(1) | HEART OF THE CITY PLAYGROUND GRANT | $60,000 | |
| COUNTRY MUSIC HALL OF FAME AND MUSEUM | ||||||||
| 222 5TH AVENUE SOUTH | NASHVILLE | TN | 37203 | NONE | 509(A)(1) | BLUECROSS DISTANCE LEARNING LAB IN TAYLOR SWIFT EDUCATION CENTER | $100,000 | |
| CUMBERLAND COUNTY BOARD OF EDUCATION | ||||||||
| 240 SCHOOL ROAD | CRAB ORCHARD | TN | 37723 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $299 | |
| DAYSPRING FAMILY HEALTH CENTER | ||||||||
| PO BOX 540 | JELLICO | TN | 37762 | NONE | 509(A)(1) | WELLSPRING OB RECOVERY CENTER GRANT | $200,000 | |
| DEAFMD | ||||||||
| 255 CLIFTON BLVD SUITE 313 | WESTMINISTER | MD | 21157 | NONE | 509(A)(1) | ONLINE RESOURCES FOR DEAF GRANT | $75,000 | |
| DISPENSARY OF HOPE LLC | ||||||||
| PO BOX 70732 | NASHVILLE | TN | 37228 | NONE | 509(A)(1) | ACCESS TO PRESCRIPTION MEDS GRANT | $250,000 | |
| EAST TENNESSEE STATE UNIVERSITY | ||||||||
| PO BOX 70732 | JOHNSON CITY | TN | 37614 | NONE | 509(A)(1) | REGIONAL ROAD MAP/HEALTHY WEST GRANT | $150,000 | |
| EAST TN CHILDREN'S HOSPITAL ASSOCIATION | ||||||||
| 2018 WEST CLINCH AVENUE | KNOXVILLE | TN | 37916 | NONE | 509(A)(1) | NEONATAL ABSTINENCE SYNDROME UNIT GRANT | $200,000 | |
| EIGHTEENTH AVENUE FAMILY ENRICHMENT CENTER | ||||||||
| 1811 OSAGE STREET | NASHVILLE | TN | 37208 | NONE | 509(A)(1) | TEAM BLUE PROJECT SUPPORT | $10,000 | |
| ERLANGER HEALTH SYSTEM FOUNDATIONS | ||||||||
| 975 EAST THIRD STREET | CHATTANOOGA | TN | 37403 | NONE | 509(A)(1) | CHILDHOOD HEALTHY EATING AND ACTIVE LIVING CENTER | $125,000 | |
| FAITH FAMILY MEDICAL CENTER | ||||||||
| 326 21ST AVENUE NORTH | NASHVILLE | TN | 37203 | NONE | 509(A)(1) | CHARITABLE CLINIC SUPPORT | $113,259 | |
| FIRST BAPTIST CHURCH OF CLINTON TN INC | ||||||||
| 225 N MAIN STREET | CLINTON | TN | 37716 | NONE | 509(A)(1) | CHARITABLE CLINIC SUPPORT | $15,000 | |
| FREE MEDICAL CLINIC OF AMERICA INC | ||||||||
| 6209 CHAPMAN HIGHWAY | KNOXVILLE | TN | 37203 | NONE | 509(A)(1) | CHARITABLE CLINIC SUPPORT | $5,000 | |
| FREE MEDICAL CLINIC OF OAK RIDGE INC | ||||||||
| 116 EAST DIVISION ROAD | OAK RIDGE | TN | 37830 | NONE | 509(A)(1) | HEALTHY HABITS, HEALTHY LIVES PROGRAM | $22,500 | |
| FRIENDS IN NEED HEALTH CENTER INC | ||||||||
| 1105 WEST STONE DRIVE | KINGSPORT | TN | 37660 | NONE | 509(A)(1) | CHARITABLE CLINIC SUPPORT | $140,000 | |
| FRIENDS OF OUTDOOR CHATTANOOGA INC | ||||||||
| 200 RIVER STREET | CHATTANOOGA | TN | 37405 | NONE | 509(A)(1) | BIKE CHATTAOOGA GRANT | $150,000 | |
| GIRLS INC OF CHATTANOOGA | ||||||||
| 709 SOUTH GREENWOOD AVENUE | CHATTANOOGA | TN | 37404 | NONE | 509(A)(1) | INFANT MORTALITY PUBLIC AWARENESS CAMPAIGN (IMPACT) | $71,927 | |
| GOVERNOR'S BOOKS FROM BIRTH FOUNDATION | ||||||||
| 312 ROSA PARKS AVENUE 27TH FLOOR | NASHVILLE | TN | 37243 | NONE | 509(A)(1) | STATEWIDE BOOKS FOR PRESCHOOLERS GRANT | $250,000 | |
| GOVERNORS FOUNDATION FOR HEALTH AND WELLNESS | ||||||||
| 511 UNION ST STE 720 | NASHVILLE | TN | 37219 | NONE | 509(A)(1) | HEALTHIER TENNESSEE PROGRAM | $1,000,000 | |
| GRANDVIEW HEIGHTS MIDDLE SCHOOL | ||||||||
| 2342 CLIFTON AVENUE | MEMPHIS | TN | 38127 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $1,000 | |
| GREATER KINGSPORT FAMILY YMCA | ||||||||
| 1840 MEADOWVIEW PARKWAY | KINGSPORT | TN | 37660 | NONE | 509(A)(1) | GREATER KINGSPORT FAMILY YMCA, PHASE II EXPANSION | $800,000 | |
| HANCOCK COUNTY BOARD OF EDUCATION | ||||||||
| 2700 MAIN STREET | SNEEDVILLE | TN | 37869 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $1,935 | |
| HARDIN COUNTY BOARD OF EDUCATION | ||||||||
| 1970 HIGHWAY 57 | COUNCE | TN | 38326 | NONE | 509(A)(1) | TEAM BLUE PROJECT SUPPORT | $1,000 | |
| HEALING HANDS HEALTH CENTER | ||||||||
| 210 MEMORIAL DRIVE | BRISTOL | TN | 37620 | NONE | 509(A)(1) | CHARITABLE CLINIC SUPPORT | $10,000 | |
| HEALTHY NETWORKS DESIGN & RESEARCH | ||||||||
| 881 NE 72ND TERRACE | MIAMI | FL | 33138 | NONE | 509(A)(1) | ORGANWISE GUYS EVALUATION GRANT | $131,444 | |
| HELEN ROSS MCNABB CENTER | ||||||||
| 201 WEST SPRINGDALE AVENUE | KNOXVILLE | TN | 37917 | NONE | 509(A)(1) | GEOGRAPHIC EXPANSION - BEHAVIORAL HEALTH PROGRAMS | $133,334 | |
| HICKMAN COUNTY BOARD OF EDUCATION | ||||||||
| 1639 BULLDOG BLVD | CENTERVILLE | TN | 37033 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $2,080 | |
| HIGH RISK OBSTETRICAL CONSULTANTS PLLC | ||||||||
| 1924 ALCOA HIGHWAY SUITE 6-SOUTH | KNOXVILLE | TN | 37920 | NONE | 509(A)(1) | NEONATAL ABSTINENCE SYNDROME AND HEP-C RESEARCH PROJECT | $62,600 | |
| HIWASSEE COLLEGE | ||||||||
| 225 HIWASSEE COLLEGE DRIVE | MADISONVILLE | TN | 37354 | NONE | 509(A)(1) | MOBILE DENTAL UNIT AND SIMULATION PROGRAM | $180,000 | |
| HOPE FAMILY HEALTH SERVICES | ||||||||
| 12124 TENNESSEE 52 | WESTMORELAND | TN | 37186 | NONE | 509(A)(1) | CHARITABLE CLINIC SUPPORT | $7,500 | |
| HOPE FOR THE INNER CITY | ||||||||
| 1800 ROANOKE AVENUE | CHATTANOOGA | TN | 37406 | NONE | 509(A)(1) | TEAM BLUE PROJECT SUPPORT | $10,000 | |
| IMPACT AMERICA - TENNESSEE | ||||||||
| 280 TILLMAN STREET | MEMPHIS | TN | 38112 | NONE | 509(A)(1) | FOCUSFIRST HIGH TECH VISION CA | $17,000 | |
| J T MOORE MIDDLE SCHOOL | ||||||||
| 4425 GRANNY WHITE PIKE | NASHVILLE | TN | 37204 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $2,145 | |
| JDRF | ||||||||
| 506 HALLE PARK DRIVE SUITE 101 | COLLIERVILLE | TN | 38017 | NONE | 509(A)(1) | PARTNERSHIP FOR 2015 JDRF ONE WALKS | $3,000 | |
| JOELTON MIDDLE PREP | ||||||||
| 3500 OLD CLARKSVILLE PIKE | JOELTON | TN | 37080 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $1,000 | |
| JOHNSON COUNTY SCHOOLS | ||||||||
| 500 FAIRGROUND LANE | MOUNTAIN CITY | TN | 37683 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $1,000 | |
| KNOWLEDGE QUEST | ||||||||
| 590 JENNETTE PLACE | MEMPHIS | TN | 38126 | NONE | 509(A)(1) | TEAM BLUE PROJECT SUPPORT | $10,000 | |
| KNOXVILLE NEWS SENTINEL CHARITIES INC | ||||||||
| 2332 NEWS SENTINEL DRIVE | KNOXVILLE | TN | 37921 | NONE | 509(A)(1) | FREE FLU SHOT SATURDAY 2015 | $60,000 | |
| LA PAZ CHATTANOOGA | ||||||||
| 1402 BAILEY AVENUE | CHATTANOOGA | TN | 37404 | NONE | 509(A)(1) | COMMUNITY HEALTH WORKER FOR LATINO POPULATION GRANT | $85,000 | |
| LIPSCOMB ACADEMY | ||||||||
| 3901 GRANNY WHITE PIKE | NASHVILLE | TN | 37204 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $7,000 | |
| MAKE A DIFFERENCE INC | ||||||||
| 2606 CORPORATE AVENUE EAST SUITE | MEMPHIS | TN | 38132 | NONE | 509(A)(1) | WRAPAROUND TREATMENT SERVICES | $75,000 | 237 |
| MARCH OF DIMES | ||||||||
| 1101 KERMIT DRIVE SUITE 201 | NASHVILLE | TN | 37217 | NONE | 509(A)(1) | STATEWIDE PARTNERSHIP GRANT | $50,000 | |
| MARION COUNTY BOARD OF EDUCATION | ||||||||
| 601 ELM AVENUE | JASPER | TN | 37347 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $2,209 | |
| MAURY MIDDLE SCHOOL | ||||||||
| 965 MAURY CIRCLE | DANDRIDGE | TN | 37725 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $370 | |
| MEDICAL EDUCATION AND RESEARCH INSTITUTE | ||||||||
| 44 S CLEVELAND | MEMPHIS | TN | 38104 | NONE | 509(A)(1) | SIMULATED PEDIATRIC PATIENT SAFETY TRAINING FOR RURAL HOSPITALS AND EMS | $75,000 | |
| MEMPHIS GRIZZLIES FOUNDATION | ||||||||
| 191 BEALE STREET | MEMPHIS | TN | 38103 | NONE | 509(A)(1) | RIVERFIT GRANT | $200,000 | |
| MENTAL HEALTH ASSOCIATION OF EAST TN INC | ||||||||
| PO BOX 32731 | KNOXVILLE | TN | 37930 | NONE | 509(A)(1) | PEER RECOVERY CALL CENTER GRANT | $50,000 | |
| METROPOLITAN NASHVILLE PUBLIC SCHOOLS | ||||||||
| 915 38TH AVENUE NORTH | NASHVILLE | TN | 37209 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $1,000 | |
| MHAMT (MENTAL HEALTH ASSOCIATION OF MIDDLE TENNESSEE) | ||||||||
| 295 PLUS PARK BOULEVARD SUITE 201 | NASHVILLE | TN | 37217 | NONE | 509(A)(1) | SUICIDE INTERVENTION SKILLS | $85,000 | |
| MICROCLINIC INTERNATIONAL | ||||||||
| 388 MARKET STREET SUITE 1300 | SAN FRANCISCO | CA | 94111 | NONE | 509(A)(1) | MICROCLINICS IN EAST TENNESSEE GRANT | $146,854 | |
| MILLINGTON MIDDLE SCHOOL | ||||||||
| 4964 CUBA MILLINGTON ROAD | MILLINGTON | TN | 38053 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $1,000 | |
| MOUNTAIN STATES FOUNDATION | ||||||||
| 2335 KNOB CREEK ROAD STE 101 | JOHNSON CITY | TN | 37604 | NONE | 509(A)(1) | COMMUNITY HEALTH INITIATIVES GRANT | $250,000 | |
| NASHVILLE PUBLIC LIBRARY FOUNDATION | ||||||||
| 615 CHURCH STREET | NASHVILLE | TN | 37219 | NONE | 509(A)(1) | WELLNESS PROGRAMMING IN LIBRARY BRANCHES GRANT | $50,000 | |
| NEW BALLET ENSEMBLE & SCHOOL | ||||||||
| 2157 YORK AVENUE | MEMPHIS | TN | 38104 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $5,000 | |
| NORTH CUMBERLAND ELEMENTARY | ||||||||
| 7657 HIGHWAY 127N | CROSSVILLE | TN | 38571 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $1,000 | |
| NORTHSIDE NEIGHBORHOOD HOUSE | ||||||||
| 211 MINOR STREET | CHATTANOOGA | TN | 37405 | NONE | 509(A)(1) | HEALTHY FAMILIES PROGRAM | $40,000 | |
| PARK CENTER INC | ||||||||
| 801 12TH AVENUE SOUTH | NASHVILLE | TN | 37203 | NONE | 509(A)(1) | CHARITABLE CLINIC SUPPORT | $10,000 | |
| RISE UP | ||||||||
| 1500 E MILLARD STREET | JOHNSON CITY | TN | 37602 | NONE | 509(A)(1) | TEAM BLUE PROJECT SUPPORT | $10,000 | |
| ROCKETOWN OF MIDDLE TENNESSEE | ||||||||
| 601 FOURTH AVENUE SOUTH | NASHVILLE | TN | 37210 | NONE | 509(A)(1) | CHARITABLE CONTRIBUTION | $100,000 | |
| SCULPTURE FIELDS AT MONTAGUE PARK | ||||||||
| 1100 E 16TH STREET | CHATTANOOGA | TN | 37408 | NONE | 509(A)(1) | CHARITABLE CONTRIBUTION | $25,000 | |
| SHELBY COUNTY BOARD OF EDUCATION | ||||||||
| 160 S HOLLYWOOD STREET | MEMPHIS | TN | 38112 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $5,000 | |
| SHELBY FARMS PARK CONSERVANCY | ||||||||
| 6489 MULLINS STATION ROAD | MEMPHIS | TN | 38134 | NONE | 509(A)(1) | BIKE RENTAL & BIKE RECYCLE | $30,000 | |
| SIGNAL CENTERS | ||||||||
| 109 NORTH GERMANTOWN ROAD | CHATTANOOGA | TN | 37411 | NONE | 509(A)(1) | BABY UNIVERSITY GRANT | $125,000 | |
| SILOAM FAMILY HEALTH CENTER | ||||||||
| 820 GALE LN | NASHVILLE | TN | 37204 | NONE | 509(A)(1) | CHARITABLE CLINIC SUPPORT | $10,000 | |
| SKYUKA HALL | ||||||||
| 1200 MOUNTAIN CREEK ROAD SUITE 400 | CHATTANOOGA | TN | 37405 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $1,205 | |
| SPRING HILL SCHOOL | ||||||||
| 88 STATE ROUTE 188 | TRENTON | TN | 38382 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $1,673 | |
| ST MARY'S CHURCH AND SCHOOL | ||||||||
| 323 VERMONT AVENUE | OAK RIDGE | TN | 37830 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $1,514 | |
| TEAM BRIDGES | ||||||||
| 477 NORTH FIFTH STREET | MEMPHIS | TN | 38105 | NONE | 509(A)(1) | VISION 2020 PROGRAM | $50,000 | |
| TENNESSEE CHARITABLE CARE NETWORK | ||||||||
| 326 21ST AVENUE NORTH | NASHVILLE | TN | 37203 | NONE | 509(A)(1) | CHARITABLE CLINIC SUPPORT | $15,000 | |
| THE COALITION FOR KIDS INC | ||||||||
| 2308 WATAUGA ROAD | JOHNSON CITY | TN | 37601 | NONE | 509(A)(1) | TEAM BLUE PROJECT SUPPORT | $10,000 | |
| THE MUSE KNOXVILLE | ||||||||
| PO BOX 6204 | KNOXVILLE | TN | 37914 | NONE | 509(A)(1) | TEAM BLUE PROJECT SUPPORT | $20,000 | |
| THE NEW BEGINNINGS CENTER | ||||||||
| 509 CRAIGHEAD ST SUITE 100 | NASHVILLE | TN | 37204 | NONE | 509(A)(1) | INDIVIDUAL WELLNESS COACHING GRANT | $25,000 | |
| THE NEXT DOOR INC | ||||||||
| 402 22ND AVENUE N | NASHVILLE | TN | 37203 | NONE | 509(A)(1) | TEAM BLUE PROJECT SUPPORT | $60,000 | |
| THE TRUST FOR PUBLIC LAND | ||||||||
| 202 TREMONT STREET | CHATTANOOGA | TN | 37405 | NONE | 509(A)(1) | FITNESS ZONES | $450,000 | |
| THERF | ||||||||
| 5201 VIRGINIA WAY | BRENTWOOD | TN | 37027 | NONE | 509(A)(1) | SURGICAL QUALITY IMPROVEMENT PROGRAM | $250,000 | |
| TN SCORE | ||||||||
| 1207 18TH AVENUE SOUTH SUITE 326 | NASHVILLE | TN | 37212 | NONE | 509(A)(1) | STATE COLLABORATIVE ON REFORMING EDUCATION GRANT | $250,000 | |
| TUSCULUM COLLEGE | ||||||||
| PO BOX 5048 | GREENEVILLE | TN | 37743 | NONE | 509(A)(1) | NURSE SIMULATION CENTER GRANT | $116,159 | |
| UNITED WAY OF METROPOLITAN NASHVILLE | ||||||||
| 250 VENTURE CIRCLE | NASHVILLE | TN | 37228 | NONE | 509(A)(1) | SPORTS PLAY AND ACTIVE RECREATION FOR KIDS (SPARK) AFTER SCHOOL PROGRAM | $205,408 | |
| UNIVERSITY OF MEMPHIS | ||||||||
| 106 ROBINSON HALL | MEMPHIS | TN | 38152 | NONE | 509(A)(1) | FINAL GRANT PAYMENT FITKIDS | $275,000 | |
| UNIVERSITY OF TENNESSEE AT CHATTANOOGA | ||||||||
| 615 MCCALLIE AVENUE DEPT 5605 | CHATTANOOGA | TN | 37403 | NONE | 509(A)(1) | GERONTOLOGY CHAIR - SCHOOL OF NURSING | $500,000 | |
| VOLUNTEERS IN MEDICINE CHATTANOOGA | ||||||||
| 5705 MARLIN ROAD STE 1400 | CHATTANOOGA | TN | 37411 | NONE | 509(A)(1) | CHARITABLE CLINIC SUPPORT | $6,000 | |
| WARREN COUNTY MIDDLE SCHOOL | ||||||||
| 200 CALDWELL STREET | MCMINNVILLE | TN | 37110 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $1,554 | |
| WELCOME HOME OF CHATTANOOGA | ||||||||
| 224 WEST 18TH STREET | CHATTANOOGA | TN | 37405 | NONE | 509(A)(1) | HOSPICE FOR THE HOMELESS PROGRAM GRANT | $120,000 | |
| YMCA OF METROPOLITAN CHATTANOOGA | ||||||||
| 301 W 6TH STREET | CHATTANOOGA | TN | 37402 | NONE | 509(A)(1) | ANNUAL SUPPORT CAMPAIGN 2015 | $10,000 | |
| YOUNG WOMENS LEADERSHIP ACADEMY FOUNDATION | ||||||||
| PO BOX 3837 | CHATTANOOGA | TN | 37404 | NONE | 509(A)(1) | GET FIT CGLA | $115,319 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,117,831 | 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 | $2,327 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,343,533 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,237,380 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTED SERVICES | Desc |
| Unrelated Business Taxbl Incm | $705,224 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $705,224 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,583,240 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,288,464 | 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 | AUDIT & TAX SERVICE EXP | CategoryTxt |
| Amt | $12,150 | Amt |
| Net Investment Income | $1,823 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,328 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | REVISED BYLAWS | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART V11-A, LINE 3 | FormAndLineReferenceDesc |
| Medium Explanation | COPY OF REVISED BYLAWS | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (55 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP INC | $512,306 | $512,306 |
| AMERICAN EXPRESS CO COM | $669,697 | $669,697 |
| AMERIPRISE FINL INC | $350,228 | $350,228 |
| AT & T INC COM | $817,031 | $817,031 |
| AURORA OFFSHORE FD LTD II CL A | $0 | $0 |
| BABSON FLOATING RATE INCOME | $8,401,810 | $8,401,810 |
| BAILLIE GIFFORD EMG MKTS | $13,921,624 | $13,921,624 |
| BANK OF AMERICA CORP | $953,840 | $953,840 |
| BP PLC | $544,549 | $544,549 |
| CARDINAL HEALTH INC COM | $0 | $0 |
| CHEVRONTEXACO CORP | $602,732 | $602,732 |
| CITIGROUP INC | $0 | $0 |
| CONOCOPHILLIPS | $538,382 | $538,382 |
| CRH PLC | $537,522 | $537,522 |
| DOUBLELINE TOTAL RETURN BOND F | $35,091,653 | $35,091,653 |
| EATON VANCE PARAMETRIC TAX-MGD EMERGING MARKETS FUND | $0 | $0 |
| ENTERGY CORP NEW COM | $686,608 | $686,608 |
| GENERAL DYNAMICS CORP COM | $837,347 | $837,347 |
| GENERAL ELEC CO COM | $331,062 | $331,062 |
| HONEYWELL INTL INC COM | $924,155 | $924,155 |
| ILLINOIS TOOL WKS INC COM | $0 | $0 |
| INTEL CORP CALIF COM | $416,535 | $416,535 |
| IR&M CORE BOND FD II | $25,693,336 | $25,693,336 |
| ISHARES S&P 500 INDEX FUNDS | $31,246,363 | $31,246,363 |
| J P MORGAN CHASE & CO | $1,009,995 | $1,009,995 |
| JOHNSON & JOHNSON COM | $1,011,792 | $1,011,792 |
| JOHNSON CTLS INC COM | $486,240 | $486,240 |
| LENNAR CORP COM | $654,563 | $654,563 |
| MAINSTAY CONVERTIBLE FUND | $13,630,216 | $13,630,216 |
| MATTEL INC COM | $0 | $0 |
| MEDTRONIC INC COM | $1,091,572 | $1,091,572 |
| MERCK & CO INC NEW | $916,902 | $916,902 |
| MICROSOFT CORP COM | $572,776 | $572,776 |
| NORFOLK SOUTHN CORP COM | $533,848 | $533,848 |
| OCCIDENTAL PETE CORP COM | $542,097 | $542,097 |
| ORACLE CORPORATION COM | $468,022 | $468,022 |
| PFIZER INC COM STK USD0.05 | $912,878 | $912,878 |
| PHILIP MORRIS INTL INC COM | $928,066 | $928,066 |
| PHILLIPS 66 | $682,048 | $682,048 |
| PNC FINANCIAL SERVICES GROUP | $821,191 | $821,191 |
| RAYTHEON CO NEW | $675,451 | $675,451 |
| RIO TINTO PLC | $116,975 | $116,975 |
| SANOFI | $231,120 | $231,120 |
| SELECTINVEST MULTISTRATEGY LTD | $158,020 | $158,020 |
| SILCHESTER INT'L EQUITY TRUST | $33,606,450 | $33,606,450 |
| SOUTHWEST AIRLS CO COM | $471,163 | $471,163 |
| STANLEY BLACK & DECKER | $827,371 | $827,371 |
| STATE STREET CORP | $683,973 | $683,973 |
| TARGET CORP COM | $641,509 | $641,509 |
| UNITED TECHNOLOGIES CORP COM | $518,778 | $518,778 |
| VERIZON COMMUNICATIONS COM | $819,712 | $819,712 |
| WAL MART STORES INC COM | $777,100 | $777,100 |
| WELLS FARGO & CO NEW COM | $1,090,679 | $1,090,679 |
| WELLS FARGO ADVANTAGE SMALL CO | $15,510,285 | $15,510,285 |
| WHIRLPOOL CORP COM | $484,671 | $484,671 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQ/MMF INTEREST RECEIVABLE | $1,681 | $83,423 | $83,423 |
| INVESTMENT RECEIVABLE | $22,357,883 | $0 | $0 |
| MISC REC - OTHER | $0 | $100,000 | $100,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $9,616,969 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROGRAM SUPPORT | $2,184,860 | $0 | $2,164,860 |
| DUES | $500 | $0 | $0 |
| OTHER PASSTHROUGH INVESTMENT EXPENSES | $0 | $85,827 | $0 |
| ADMIN EXPENSE ALLOCATED BY BCBST | $705,224 | $0 | $705,224 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME FROM PASS THROUGH | $184,031 | ||
| CONTRIBUTED SERVICES | $705,224 | $705,224 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FRANCHISE & EXCISE TAX PAYABLE | $8,091 | -$55,820 |
| INVESTMENT PURCHASES PAYABLE | $19,459,538 | $0 |
| ESCHEATS PAYABLE | $246 | $246 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $855,059 | Amt |
| Net Investment Income | $855,059 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX AND LICENSE | $262 | $0 | $0 |
| FOREIGN TAXES FROM PASS THROUGH | $0 | $82,794 | $0 |
| EXCISE TAX | $136,089 | $0 | $0 |
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