2016-11-14T10:40:35-06:00 2015-12-31 621873897 STEINER & ELLIS PLLC 5516 LONAS DRIVE STE 260 KNOXVILLE TN 37909 990PF 2015-01-01 621692007 THE HASLAM FAMILY FOUNDATION INC C/O STEINER & ELLIS PLLC HASL 8652123800 PO BOX 10146 KNOXVILLE TN 37939 J TODD ELLIS DIRECTOR 8652123800 2016-11-11 1 AARON J STEINER CPA P00286532 8652123800 X 2015 2017-02-10 21:41:12Z X 77261631 X 1000000 237 237 1471362 1470412 2283569 2286117 40964 -11444 4796132 3745322 0 0 0 39500 39500 0 36500 36500 0 176991 170625 0 533270 484889 1744 786261 731514 1744 6240944 6240944 7027205 731514 6242688 -2231073 3013808 213544 929237 929237 84999405 82053617 76332394 978 0 0 85213927 82982854 77261631 1800000 1800000 1800000 1800000 X 0 0 0 0 83413927 81182854 83413927 81182854 85213927 82982854 83413927 -2231073 0 81182854 0 81182854 FROM K-1 - HASLAM FOUNDATIONS PARTNERSHIP P 2051790 2051790 FROM K-1 - ALPHAKEYS MADISON DEARBORN P 93865 93865 FROM K-1 - ALPHAKEYS WP X ACCESS FUND P 137914 137914 FROM K-1 - ALPHAKEYS WP X ACCESS FUND P 2548 2548 2286117 0 17323435 101647836 0.170426 4713050 94629987 0.049805 4352966 85969722 0.050634 4106150 83755213 0.049026 3741834 74103340 0.050495 0.370386 0.074077 85263268 6316047 30138 6346185 6242688 60276 0 60276 0 60276 182193 182193 121917 121917 0 0 0 0 0 0 0 0 0 1 1 0 1 1 TN 1 0 0 0 0 1 N/A STEINER ELLIS PLLC 8652123800 5508 LONAS ROAD KNOXVILLE TN KNOXVILLE TN 37909 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES A HASLAM II PO BOX 10146 KNOXVILLE TN 379390146 DIRECTOR, PRESIDENT 0.00 0 0 0 JAMES A HASLAM III PO BOX 10146 KNOXVILLE TN 379390146 DIRECTOR 0.00 0 0 0 WILLIAM E HASLAM PO BOX 10146 KNOXVILLE TN 379390146 DIRECTOR 0.00 0 0 0 NATALIE L HASLAM 1640 LYONS BEND ROAD KNOXVILLE TN 37919 DIRECTOR, SECRETARY 0.00 0 0 0 ANN HASLAM BAILEY 806 SCENIC DRIVE KNOXVILLE TN 37919 DIRECTOR, VICE PRESIDENT 0.00 0 0 0 J TODD ELLIS 5516 LONAS DRIVE STE 260 KNOXVILLE TN 37909 DIRECTOR, TREASURER 0.00 0 0 0 NONE 0 NONE 0 NO PROGRAM RELATED INVESTMENTS DURING THE CURRENT TAX YEAR. 0 0 86260356 301337 0 86561693 0 0 86561693 1298425 85263268 4263163 4263163 60276 7329 67605 4195558 0 4195558 0 4195558 6242688 0 6242688 0 6242688 4195558 0 0 122355 144010 218048 12356082 12840495 6242688 0 0 0 4195558 2047130 0 0 14887625 0 0 0 0 0 0 122355 14765270 144010 218048 12356082 2047130 JAMES A HASLAM II JAMES A HASLAM III WILLIAM E HASLAM ANN HASLAM BAILEY TODD ELLIS PO BOX 52206 KNOXVILLE TN 379502206 8652123800 WRITTEN REQUEST STATING AMOUNT AND PURPOSE OF REQUEST, MOST RECENT AUDITED FINANCIAL STATEMENTS, COPY OF TAX EXEMPT RULING. JUNE 30 AND DECEMBER 31 ONLY TO TAX EXEMPT 501(C)(3) ORGANIZATIONS, PREFERENCE GIVEN TO ORGANIZATIONS IN THE EAST TENNESSEE AREA. ALLIANCE FOR BETTER NONPROFITS 318 N GAY ST STE 210 KNOXVILLE TN 37917 N/A 501(C)(3) 509(A)(1) TO CONNECT MEMBERS TO NONPROFIT PEERS, LEADERS, AND EXPERTS, AS WELL AS TO THE FOUNDATIONS, PHILANTHROPISTS, AGENCIES AND UNIVERSITY PARTNERS COMMITTED TO MAKING THE COMMUNITY STRONGER THROUGH BETTER NONPROFITS 68750 ARROWMONT SCHOOL OF ARTS AND CRAFTS 556 PARKWAY GATLINBURG TN 37738 N/A 501(C)(3) 509(A)(1) TO ENRICH LIVES THROUGH ART. 5000 AUTISM SOCIETY OF AMERICA PO BOX 30015 KNOXVILLE TN 37930 N/A 501(C)(3) 509(A)(1) TO IMPROVE THE LIVES OF ALL AFFECTED BY AUTISM. 5000 BIG BROTHERS BIG SISTERS OF EAST TENNESSEE 119 W SUMMIT HILL DRIVE SUITE 101 KNOXVILLE TN 37902 N/A 501(C)(3) 509(A)(1) TO CHANGE LIVES BY PROVIDING A CARING, ADULT MENTOR FOR EVERY CHILD WHO NEEDS AND WANTS ONE. 25000 BOY SCOUTS OF AMERICA 3414 HILLSBORO ROAD NASHVILLE TN 37215 N/A 501(C)(3) 509(A)(1) TO SERVE OTHERS BY HELPING INSTILL VALUES IN YOUNG PEOPLE AND PREPARE THEM TO MAKE ETHICAL CHOICES DURING THEIR LIFETIME AND ACHIEVE THEIR FULL POTENTIAL. 72500 BOYS & GIRLS CLUBS OF THE TENNESSEE VALLEY 1100 MARION STREET SUITE 100 KNOXVILLE TN 37921 N/A 501(C)(3) 509(A)(1) TO PROMOTE & ENHANCE THE DEVELOPMENT OF BOYS & GIRLS BY INSTILLING A SENSE OF COMPETENCE, USEFULNESS, BELONGING & INFLUENCE. 115000 BREAKTHROUGH CORPORATION 1805 MARYVILLE PIKE KNOXVILLE TN 37920 N/A 501(C)(3) 509(A)(1) TO PROVIDE A COMPREHENSIVE STRUCTURE OF SUPPORT FOR INDIVIDUALS DIAGNOSED WITH AUTISM AS WELL AS THEIR FAMILY MEMBERS. 30000 CARSON-NEWMAN UNIVERSITY PO BOX 557 JEFFERSON CTY TN 37760 N/A 501(C)(3) 509(A)(1) TO OFFER A CHRISTIAN, LIBERAL ARTS EDUCATION IN AN ENVIRONMENT THAT ENCOURAGES OPEN INTELLECTUAL INQUIRY AND DEEPER SPIRITUAL MATURITY. 25000 CHEEKWOOD BOTANICAL GARDEN AND MUSEUM OF ART 1200 FORREST PARK DRIVE NASHVILLE TN 37205 N/A 501(C)(3) 509(A)(1) MAINTENANCE OF BOTANICAL GARDENS AND MUSEUM PROPERTIES. 5000 CHILDREN'S NUTRITION PROGRAM OF HAITI PO BOX 3720 CHATTANOOGA TN 37404 N/A 501(C)(3) 509(A)(1) TO HELP RAISE A HEALTHY GENERATION OF HAITIAN CHILDREN, WHO CAN IN TURN RAISE HAITI FROM POVERTY. 2500 CLEVELAND CLINIC FOUNDATION 9500 EUCLID AVENUE CLEVELAND OH 44195 N/A 501(C)(3) 509(A)(1) TO INTEGRATE CLINICAL AND HOSPITAL CARE WITH RESEARCH AND EDUCATION. 500000 COMMUNITY FUND OF GREATER CHATTANOOGA INC 1270 MARKET ST CHATTANOOGA TN 37402 N/A 501(C)(3) 509(A)(1) TO ENCOURAGE GIVING AND INSPIRE ACTION TO IMPROVE LIVES IN THE CHATTANOOGA AREA. 5000 COMMUNITY SCHOOL OF THE ARTS 620 STATE ST KNOXVILLE TN 37902 N/A 501(C)(3) 509(A)(1) TO PROVIDE AFFORDABLE QUALITY INSTRUCTION IN THE VISUAL AND PERFORMING ARTS TO CHILDREN OF VARIED SOCIO ECONOMIC BACKGROUNDS IN KNOX COUNTY AND THE SURROUNDING REGION 10000 CONGRESSIONAL MEDAL OF HONOR FOUNDATION 1501 LEE HIGHWAY SUITE 300 ARLINGTON VA 22209 N/A 501(C)(3) 509(A)(1) TO PERPETUATE THE MEDAL OF HONOR'S LEGACY THROUGH OUTREACH AND COLLABORATIVE EFFORTS. TO RAISE FUNDS FOR INITIATIVES THAT PROMOTE WHAT THE MEDAL OF HONOR REPRESENTS, OPERATION OF THE CONGRESSIONAL MEDAL OF HONOR SOCIETY HEADQUARTERS AND THE PUBLIC SERVICE ACTIVITIES OF THE SOCIETY'S EXCLUSIVE MEMBERSHIP. TO PROMOTE AMERICAN VALUES AND THE QUALITIES OF COURAGE, SACRIFICE AND PATRIOTISM THROUGH INCREASED AWARENESS, EDUCATION, BEHAVIOR AND EXAMPLE 12500 CUMBERLAND HEIGHTS FOUNDATION INC 8283 RIVER ROAD NASHVILLE TN 37209 N/A 501(C)(3) 509(A)(1) TO HELP YOUTH AND THEIR FAMILIES TO FIND THE MOST EFFECTIVE WAY TO DEAL WITH THE CHALLENGES THEY FACE AND COMMIT TO RECOVERY. 5000 DIOCESE OF EAST TENNESSEE 814 EPISCOPAL SCHOOL WAY KNOXVILLE TN 37932 N/A 501(C)(3) 509(A)(1) SUMMER OUTREACH CAMPS PROGRAM TO ALLOW CHILDREN TO ATTEND SUMMER CAMP. 11000 EAST TENNESSEE CHILDRENS HOSPITAL INC 2018 CLINCH AVENUE KNOXVILLE TN 37916 N/A 501(C)(3) 509(A)(1) TO IMPROVE THE HEALTH OF CHILDREN. 55978 EAST TENNESSEE FOUNDATION 520 W SUMMIT HILL DRIVE SUITE 1101 KNOXVILLE TN 37902 N/A 501(C)(3) 509(A)(1) TO BUILD CHARITABLE RESOURCES TO MAKE COMMUNITIES STRONGER AND LIVES BETTER THROUGH THOUGHTFUL GIVING. 233000 EAST TENNESSEE HISTORICAL SOCIETY INC PO BOX 1629 KNOXVILLE TN 379011629 N/A 501(C)(3) 509(A)(1) PRESERVES, INTERPRETS, AND PROMOTES THE HISTORY OF TENNESSEE, FOCUSING ON EAST TENNESSEE. 10000 EMERALD YOUTH FOUNDATION 1718 N CENTRAL ST KNOXVILLE TN 37917 N/A 501(C)(3) 509(A)(2) TO RAISE UP A LARGE NUMBER OF URBAN YOUTH TO LOVE JESUS CHRIST AND BECOME EFFECTIVE LEADERS WHO HELP RENEW THEIR COMMUNITIES 75000 EMORY VALLEY CENTER INC 715 EMORY VALLEY ROAD OAK RIDGE TN 37830 N/A 501(C)(3) 509(A)(2) TO ENHANCE THE LIVES OF CHILDREN, ADULTS AND FAMILIES IN AN ENVIRONMENT THAT PROMOTES INDEPENDENCE, DIGNITY AND RESPECT. 25000 ENSWORTH SCHOOL 7401 HIGHWAY 100 NASHVILLE TN 37221 N/A 501(C)(3) 509(A)(1) MAINTENANCE OF EDUCATIONAL INSTITUTION PROGRAMS AND PROPERTIES. 26500 ESSEX COUNTY COMMUNITY FOUNDATION 175 ANDOVER STREET STE 101 DANVERS MA 01923 N/A 501(C)(3) 509(A)(1) TO HELP PROMOTE AND MAXIMIZE LOCAL PHILANTHROPIC GIVING AND STRENGTHEN THE NONPROFITS ORGANIZATIONS OF ESSEX COUNTY. 5000 FRIENDS OF GREAT SMOKY MOUNTAINS NATIONAL PARK INC PO BOX 1660 KODAK TN 377647660 N/A 501(C)(3) 509(A)(1) TO PRESERVE AND PROTECT GREAT SMOKY MOUNTAINS NATIONAL PARK BY RAISING FUNDS AND PUBLIC AWARENESS AND PROVIDING VOLUNTEERS FOR NEEDED PROJECTS. 15000 FROM K-1 - HASLAM FOUNDATION PARTNERSHIP 5516 LONAS DRIVE SUITE 260 KNOXVILLE TN 37909 N/A N/A N/A 18 GATLINBURG SCOTTISH FESTIVAL AND GAMES INC 124 DEBUSK LN KNOXVILLE TN 37922 N/A 501(C)(3) 509(A)(2) TO CELEBRATE SCOTTISH CULTURE AND HISTORY. 500 GEORGE W BUSH FOUNDATION PO BOX 600610 DALLAS TX 75360 N/A 501(C)(3) 509(A)(1) TO HOUSE, PRESERVE AND DISPLAY THE BOOKS, DOCUMENTS, PAPERS, PICTURES, PHOTOGRAPHS AND OTHER MEMORABILIA OF PRESIDENT GEORGE W. BUSH. 125000 GOVENORS FOUNDATION FOR HEALTH AND WELLNESS 511 UNION STREET SUITE 720 NASHVILLE TN 37219 N/A 501(C)(3) 509(A)(1) TO ENABLE AND ENCOURAGE MORE TENNESSEAN'S TO LEAD HEALTHIER LIVES. 25000 GOVERNOR WILLIAM BLOUNT MANSION ASSOCIATION PO BOX 1703 KNOXVILLE TN 37901 N/A 501(C)(3) 509(A)(1) TO PRESERVE THE BLOUNT MANSION AND INSPIRE AN APPRECIATION OF NATIONAL, STATE, AND LOCAL HISTORY THROUGH THE SITE AND THE LIVES OF THOSE THAT LIVED AND WORKED THERE. 20000 GRACE CHRISTIAN ACADEMY 5914 BEAVER RIDGE ROAD KNOXVILLE TN 37931 N/A TO LEAD STUDENTS TO A SAVING KNOWLEDGE OF JESUS CHRIST, TO BUILD THEM UP TO THEIR FULL POTENTIAL IN HIM, AND TO EQUIP THEM TO SERVE HIM. 16667 GREAT SCHOOLS PARTNERSHIP CHARITABLE TR 912 S GAY ST L210 KNOXVILLE TN 37902 N/A 501(C)(3) 509(A)(1) TO SERVE AS A CATALYST, THINK TANK, INCUBATOR, START-UP FUNDER, AND OPERATIONAL PARTNER FOR MAKING KNOX COUNTY SCHOOLS GLOBALLY COMPETITIVE. 75000 GREAT SMOKY MOUNTAIN HERITAGE CENTER INC PO BOX 268 TOWNSEND TN 37882 N/A 501(C)(3) 509(A)(1) TO PRESERVE, PROTECT, AND PROMOTE THE UNIQUE HISTORY AND RICH CULTURE OF THE EAST TENNESSEE MOUNTAIN COMMUNITIES THAT WERE INCORPORATED INTO THE GREAT SMOKY MOUNTAINS NATIONAL PARK. 20000 GREAT SMOKY MOUNTAINS INSTITUTE 9275 TREMONT ROAD TOWNSEND TN 37882 N/A 501(C)(3) 509(A)(1) PROVIDES IN-DEPTH EXPERIENCES THROUGH EDUCATION PROGRAMS THAT CELEBRATE ECOLOGICAL AND CULTURAL DIVERSITY, FOSTER STEWARDSHIP, AND NURTURE APPRECIATION OF GREAT SMOKY MOUNTAINS NATIONAL PARK. 15000 HARPETH HALL SCHOOL 3801 HOBBS ROAD NASHVILLE TN 37215 N/A 501(C)(3) 509(A)(1) TO TEACH GIRLS IN GRADES 5-12 TO THINK CRITICALLY, TO LEAD CONFIDENTLY, AND TO LIVE HONORABLY. 1000 HARRISON CHILHOWEE BAPTIST ACADEMY 202 SMOTHERS ROAD SEYMOUR TN 37865 N/A 501(C)(3) 509(A)(1) TO BUILD THE CORE VALUES OF VISION, FAITH, COMMUNITY, CHARACTER, AND EXCELLENCE. 10000 HELEN ROSS MCNABB MENTAL HEALTH FOUNDATION INC 201 W SPRINGDALE AVENUE NE KNOXVILLE TN 37917 N/A 501(C)(3) 509(A)(2) TO SOLICIT, RECEIVE, HOLD, ADMINISTER, INVEST, AND DISBURSE FUNDS TO BE USED FOR AND ON BEHALF OF THE HELEN ROSS MCNABB CENTER, ITS FACILITIES AND ITS PROGRAMS. 80000 HISTORIC TENNESSEE THEATRE FOUNDATION 604 S GAY STREET KNOXVILLE TN 37902 N/A 501(C)(3) 509(A)(1) TO PRESERVE, MAINTAIN, AND OPERATE AS A PERFORMING ARTS FACILITY FOR THE BENEFIT AND ENJOYMENT OF ALL TENNESSEANS AND VISITORS TO THE STATE OF TENNESSEE. 25000 IJAMS NATURE CENTER INC 2915 ISLAND HOME AVENUE KNOXVILLE TN 37920 N/A 501(C)(3) 509(A)(1) TO INCREASE THE KNOWLEDGE OF, UNDERSTANDING OF, AND APPRECIATION FOR THE NATURAL WORLD BY PROVIDING EDUCATIONAL EXPERIENCES THROUGHOUT THE REGION. 20000 INNOVATIVE EDUCATION PARTNERSHIP CORPORATION 425 ALCOA TRL MARYVILLE TN 37804 N/A 501(C)(3) 509(A)(1) TO ESTABLISH, MAINTAIN, OPE RATE AND CONDUCT PRIMARY AND SECONDARY SCHOOLS FOR THE PURPOSES OF EDUCATING STUDENTS. 50000 JDRF INTERNATIONAL 355 TRANE LANE KNOXVILLE TN 37919 N/A 501(C)(3) 509(A)(1) TO PROGRESSIVELY REMOVE THE IMPACT OF T1D FROM PEOPLE'S LIVES UNTIL WE ACHIEVE A WORLD WITHOUT T1D. 10000 JONI AND FRIENDS 490 WHITE POND DRIVE AKRON OH 44320 N/A 501(C)(3) 509(A)(1) TO PROMOTE THE ADVANCEMENT OF CHRISTIAN MINISTRY WITHIN THE DISABILITY COMMUNITY. 20000 JOY OF MUSIC YOUTH MUSIC SCHOOL CORPORATION 1209 EUCLID AVE STE 1-A NASHVILLE TN 37204 N/A 501(C)(3) 509(A)(1) TO PROVIDE A QUALITY MUSIC EDUCATION PROGRAM FOR FINANCIALLY DISADVANTAGED YOUTH. 5000 KIDSFACT 2100 W CLINCH AVE STE 510 KNOXVILLE TN 37916 N/A 501(C)(3) 509(A)(1) TO MAKE STRIDES TOWARDS AN IMPROVED QUALITY OF LIFE FOR THOSE WITH INFLAMMATORY BOWEL DISEASE (INCLUDES BOTH CROHN'S DISEASE AND ULCERATIVE COLITIS) AND TO ADVANCING KNOWLEDGE IN ORDER TO CONTRIBUTE TO BETTER TREATMENTS AND ULTIMATELY A CURE. 2500 KNOX AREA RESCUE MINISTRIES PO BOX 3310 KNOXVILLE TN 37927 N/A 501(C)(3) 509(A)(1) TO RESCUE THE POOR AND NEEDY OF THE KNOXVILLE AREA BY PROVIDING RECOVERY SERVICES IN JESUS' NAME. OUR PROGRAMS PROVIDE FOOD, SHELTER, CLOTHING, ASSIST WITH INDIVIDUAL NEEDS AND CIRCUMSTANCES, AND OFFER RECOVERY SERVICES INCLUDING CASE MANAGEMENT, ADDICTION TREATMENT, CRISIS INTERVENTION, AND JOB TRAINING. ALL SERVICES ARE FREE OF CHARGE. 75000 KNOX AREA URBAN LEAGUE 1514 EAST FIFTH AVENUE KNOXVILLE TN 37917 N/A 501(C)(3) 509(A)(1) TO ENABLE AFRICAN AMERICANS, OTHER MINORITY GROUPS AND THE UNDERSERVED TO SECURE ECONOMIC SELF RELIANCE, PARITY, POWER, AND CIVIL RIGHTS. 20000 KNOX COUNTY LIBRARY FOUNDATION 500 W CHURCH AVE KNOXVILLE TN 37902 N/A 501(C)(3) 509(A)(1) TO COLLECT, INVEST, AND DISTRIBUTE FUNDS DONATED FOR THE IMPROVEMENT OF KNOX COUNTY PUBLIC LIBRARY. 10000 KNOX YOUTH SPORTS INC PO BOX 52363 KNOXVILLE TN 37950 N/A 501(C)(3) 509(A)(2) TO BUILD THE CHARACTER OF THE CHILDREN OF KNOXVILLE THROUGH YOUTH SPORTS. 21500 KNOXVILLE BOTANICAL GARDENS AND ARBORETUM 2743 WIMPOLE AVENUE KNOXVILLE TN 37934 N/A 501(C)(3) 509(A)(2) TO RESTORE , PRESERVE, AND EXPAND A HISTORIC LANDSCAPE AS A COMMUNITY RESOURCE AND TOURIST DESTINATION. 25000 KNOXVILLE CHORAL SOCIETY INC PO BOX 52976 KNOXVILLE TN 37950 N/A 501(C)(3) 509(A)(2) TO OFFER EXCELLENCE THROUGH PROFESSIONAL CHORAL PERFORMANCES, THE COMMISSIONING OF NEW WORKS, THE PROMOTION OF MUSIC EDUCATION, AND CULTURAL OUTREACH. 2500 KNOXVILLE ENTREPRENEUR CENTER 17 MARKET SQUARE KNOXVILLE TN 37902 N/A 501(C)(3) 509(A)(1) TO BUILD A COMMUNITY HERE WHERE ENTREPRENEURS HAVE ACCESS TO THE CAPITAL, CUSTOMERS AND TALENT THEY NEED TO BE SUCCESSFUL. 45000 KNOXVILLE EPISCOPAL SCHOOL PROJECT INC 950 EPISCOPAL SCHOOL WAY KNOXVILLE TN 37932 N/A 501(C)(3) 509(A)(1) TO CHALLENGE STUDENTS WITH A 21ST CENTURY EDUCATION IN THE CHRIST-CENTERED EPISCOPAL TRADITION OF STRONG MORALS AND VALUES. 50000 KNOXVILLE MUSEUM OF ART 1050 WORLDS FAIR PARK DRIVE KNOXVILLE TN 379161653 N/A 501(C)(3) 509(A)(2) COLLECTION, PRESERVATION, EDUCATION, AND EXHIBITION OF WORKS OF ART FOR THE BENEFIT OF THE GENERAL PUBLIC. 50000 KNOXVILLE SYMPHONY SOCIETY INC PO BOX 360 KNOXVILLE TN 379010360 N/A 501(C)(3) 509(A)(1) TO DEVELOP AND SUSTAIN A SYMPHONY ORCHESTRA OF THE HIGHEST ARTISTIC STANDARDS AND TO REACH EAST TENNESSEE AUDIENCES OF ALL AGES BY PROVIDING EXCELLENCE IN MUSICAL PERFORMANCE AND EDUCATION PROGRAMS. 50000 KNOXVILLE WEST HIGH FOOTBALL BOOSTERS INC 8130 LAUREL FALLS LN KNOXVILLE TN 37931 N/A 501(C)(3) 509(A)(2) TO PROMOTE AND SUPPORT A FOOTBALL PROGRAM AT KNOXVILLE WEST HIGH SCHOOL FOR THE ENJOYMENT, TRAINING AND DEVELOPMENT OF YOUTH RESIDING WITHIN THE KNOXVILLE WEST HIGH SCHOOL DISTRICT AND TO ASSIST IN BUILDING GOOD MORAL CHARACTER, CITIZENSHIP AND SPORTSMANSHIP. 40000 KNOXVILLE ZOOLOGICAL PARK INC PO BOX 6040 KNOXVILLE TN 37914 N/A 501(C)(3) 509(A)(2) MAINTENANCE OF ZOOLOGICAL GARDENS. 130000 LAKESHORE PARK 4823 OLD KINGSTON PIKE STE 300 KNOXVILLE TN 37919 N/A 501(C)(3) 509(A)(1) TO PRESERVE THE SCENIC BEAUTY OF THE SITE, OPEN THE VIEWS OF THE WATERFRONT AND PROVIDE ADDITIONAL RECREATIONAL FACILITIES AND OPPORTUNITIES. 600000 LEADERSHIP KNOXVILLE INC 17 MARKET SQUARE 201 KNOXVILLE TN 379021405 N/A 501(C)(3) 509(A)(1) PROGRAMS AND PROJECTS THAT CONNECT KNOXVILLE'S URBAN AREAS TO THE REST OF THE CITY. 55781 LIPSCOMB UNIVERSITY 1 UNIVERSITY PARK DR NASHVILLE TN 37204 N/A 501(C)(3) 509(A)(1) TO ACT AS AN ACADEMIC INCUBATOR THAT LAUNCHES STUDENTS WHO ARE PREPARED TO LAUNCH CIVIC CHANGE. 25000 MARYVILLE COLLEGE 502 EAST LAMAR ALEXANDER PARKWAY MARYVILLE TN 37804 N/A 501(C)(3) 509(A)(1) TO MAINTAIN EDUCATIONAL INSTITUTION PROPERTIES. 65000 MENTAL HEALTH ASSOCIATION OF EAST TENNESSEE INC PO BOX 32731 KNOXVILLE TN 37930 N/A 501(C)(3) 509(A)(1) TO SERVE THE COMMUNITY BY COLLABORATING WITH OTHER PROFESSIONALS AND AGENCIES TO PROMOTE MENTAL HEALTH, TO WORK FOR THE UNDERSTANDING OF MENTAL ILLNESS THROUGH EDUCATION, AND TO ADVOCATE THE STRENGTHENING OF ALL MENTAL HEALTH SERVICES. 5000 MINDING YOUR MIND 42 WEST LANCASTER AVE ARDMORE PA 19003 N/A 501(C)(3) 509(A)(1) TO PROVIDE MENTAL HEALTH EDUCATION TO ADOLESCENTS, TEENS AND YOUNG ADULTS, THEIR PARENTS, TEACHERS AND SCHOOL ADMINISTRATORS. 2500 MINISTRY OF THE LAITY 5008 LONAS ROAD KNOXVILLE TN 37909 N/A 501(C)(3) 509(A)(1) TO PROMOTE CHRISTIANITY. 25000 NASHVILLE SYMPHONY ASSOCIATION ONE SYMPHONY PLACE NASHVILLE TN 37201 N/A 501(C)(3) 509(A)(1) TO INSPIRE, ENTERTAIN, AND EDUCATE THROUGH EXCELLENCE IN MUSICAL PERFORMANCE. 5000 NASHVILLE ZOO INC 3777 NOLENSVILLE ROAD NASHVILLE TN 37211 N/A 501(C)(3) 509(A)(2) TO INSPIRE A CULTURE OF UNDERSTANDING AND DISCOVERY OF OUR NATURAL WORLD THROUGH CONSERVATION, INNOVATION, AND LEADERSHIP. 40000 NATIONAL FOOTBALL FOUNDATION AND COLLEGE HALL OF FAME INC 9000 LEGENDS LAKE LN KNOXVILLE TN 37922 N/A 501(C)(3) 509(A)(1) TO PROMOTE AND DEVELOP THE POWER OF AMATEUR FOOTBALL IN DEVELOPING THE QUALITIES OF LEADERSHIP, SPORTSMANSHIP, COMPETITIVE ZEAL AND THE DRIVE FOR ACADEMIC EXCELLENCE IN AMERICA'S YOUNG PEOPLE. 50000 NATURE CONSERVANCY 4245 NORTH FAIRFAX DRIVE STE 100 ARLINGTON VA 222031606 N/A 501(C)(3) 509(A)(1) TO PRESERVE THE PLANTS, ANIMALS AND NATURAL COMMUNITIES THAT REPRESENT THE DIVERSITY OF LIFE ON EARTH BY PROTECTING THE LANDS AND WATERS THEY NEED TO SURVIVE. 35000 NEW HOPE ACADEMY 1820 DOWNS BOULEVARD FRANKLIN TN 37064 N/A 501(C)(3) 509(A)(1) TO SERVE LOW-INCOME FAMILIES BY ESTABLISHING A SOLID BIBLICAL WORLDVIEW, INSTILLING VISION, CONFIRMING HOPE AND PREPARING EACH YOUNG PERSON FOR A LIFE OF SERVICE. 5000 NISWONGER PERFORMING ARTS CENTER BOARD INC PO BOX 727 GREENEVILLE TN 37744 N/A 501(C)(3) 509(A)(1) TO PERPETUATE A COMMITMENT TO THE PERFORMING ARTS FOR GREENE COUNTY AND OUR NEIGHBORING COMMUNITIES A FLOURISHING ARTS AND CULT URAL COMMUNITY ENHANCES OUR QUALITY OF LIFE, PRODUCES COMMUNITY PRIDE, ENCOURAGES CULT URAL DEVELOPMENT AND UNDERSTANDING AND BROADENS THE EDUCATION OF CHILDREN. 10000 PEABODY ESSEX MUSEUM INC PEABODY ESSEX MUSEUM INC SALEM MA 01970 N/A 501(C)(3) 509(A)(1) TO CELEBRATE OUTSTANDING ARTISTIC AND CULTURAL CREATIVITY BY COLLECTING, STEWARDING AND INTERPRETING OBJECTS OF ART AND CULTURE IN WAYS THAT INCREASE KNOWLEDGE, ENRICH THE SPIRIT, AND ENGAGE THE MIND AND STIMULATE THE SENSES. 20000 PELLISSIPPI STATE COMMUNITY COLLEGE FOUNDATION 10915 HARDIN VALLEY ROAD KNOXVILLE TN 379330990 N/A 501(C)(3) 509(A)(1) TO BENEFIT THE NURSING PROGRAM FUND. 50000 PROTESTANT EPISCOPAL CHURCH IN THE UNITED STATES OF AMERICA 815 SECOND AVE NEW YORK NY 10017 N/A 501(C)(3) 509(A)(1) TO RESTORE ALL PEOPLE TO UNITY WITH GOD AND EACH OTHER IN CHRIST. 15000 RACHELS LAMENT PO BOX 10792 KNOXVILLE TN 37939 N/A 501(C)(3) 509(A)(1) TO EDUCATE AND JOB TRAIN THE NEEDY CHILDREN OF KENYA 12000 RESTORATION HOUSE OF EAST TENNESSEE 8912 TOWN AND COUNTRY CIRCLE SUITE 2 KNOXVILLE TN 37923 N/A 501(C)(3) 509(A)(1) TO PROVIDE SUPPORTIVE TRANSITIONAL HOUSING AND MENTORSHIP IN A SAFE LEARNING ENVIRONMENT WHERE SINGLE MOTHERS AND THEIR CHILDREN HAVE AN OPPORTUNITY TO RESTORE LIFE'S FOUR KEY RELATIONSHIPS THROUGH A PERSONALIZED, GUIDED PLAN. 25000 SCONSET TRUST INC PO BOX 821 SIASCONSET MA 02564 N/A 501(C)(3) 509(A)(1) FOR THE COFFIN LAND CAMPAIGN. 20000 SECOND HARVEST FOOD BANK OF EAST TENNESSEE 922 DELAWARE AVENUE KNOXVILLE TN 37921 N/A 501(C)(3) 509(A)(1) TO HELP ELIMINATE HUNGER BY PROVIDING FOOD, EDUCATION AND SERVICES IN 18 EAST TENNESSEE COUNTY SERVICE AREAS. 30000 SECOND HARVEST FOOD BANK OF MIDDLE TENNESSEE INC 331 GREAT CIRCLE ROAD NASHVILLE TN 37228 N/A 501(C)(3) 509(A)(1) TO HELP ELIMINATE HUNGER BY PROVIDING FOOD, EDUCATION AND SERVICES IN MIDDLE TENNESSEE COUNTY SERVICE AREAS. 5000 SEQUOYAH ELEMENTARY FOUNDATION PO BOX 11709 KNOXVILLE TN 37939 N/A 501(C)(3) 509(A)(1) TO FUND INITIATIVES AND INFRASTRUCTURES OF SEQUOYAH ELEMENTARY SCHOOL INCLUDING UPGRADING COMPUTERS, UPGRADING SCHOOL SECURITY, PROVIDING AFTER-SCHOOL ARTS AND LANGUAGE PROGRAMS AND IMPROVING THE PLAYGROUND, ALL TO ENHANCE THE CORE CURRICULUM OF THE SCHOOL. 2000 SERTOMA CENTER INC 1400 E FIFTH AVE KNOXVILLE TN 37917 N/A 501(C)(3) 509(A)(1) TO BRING LIFE AND ALL ITS RICHNESS TO THOSE WE SERVE. 50000 SHANGRI LA THERAPEUTIC ACADEMY OF RIDING 11800 HIGHWAY 11 E LENOIR CITY TN 37772 N/A 501(C)(3) 509(A)(1) TO FOSTER PERSONAL ACHIEVEMENT BY PROVIDING THERAPEUTIC EXPERIENCES USING HORSE RELATED ACTIVITIES FOR PERSONS WITH DISABILITIES OR OTHER SPECIAL CHALLENGES. 5000 SHANNONDALE ELEMENTARY FOUNDATION 5316 SHANNONDALE ROAD KNOXVILLE TN 37918 N/A 501(C)(3) 509(A)(1) TO ENHANCE THE LEARNING AS WELL AS HELP CONTINUE THE ACADEMIC EXCELLENCE OF OUR STUDENTS AT SHANNONDALE. 10000 SIGMA CHI FOUNDATION 1714 HINMAN AVENUE EVANSTON IL 60201 N/A 501(C)(3) 509(A)(1) TO PROMOTE HIGHER EDUCATION. 10000 SOAR YOUTH MINISTRIES PO BOX 51611 KNOXVILLE TN 37950 N/A 501(C)(3) 509(A)(1) TO CONNECT CHILDREN WITH DEEP SPIRITUAL, EMOTIONAL, ACADEMIC AND PHYSICAL NEEDS WITH CARING ADULTS WHO HAVE BEEN BLESSED WITH ABUNDANCE IN THOSE AREAS. 10000 SQUASHBUSTERS INC 795 COLUMBUS AVENUE ROXBURY CROSSING MA 02120 N/A 501(C)(3) 509(A)(1) TO CHALLENGE AND NURTURE URBAN YOUTH - AS STUDENTS, ATHLETES AND CITIZENS - SO THAT THEY RECOGNIZE AND FULFILL THEIR FULLEST POTENTIAL IN LIFE. 10000 ST GEORGE'S EPISCOPAL CHURCH 4715 HARDING ROAD NASHVILLE TN 37205 N/A 501(C)(3) 509(A)(1) TO RECEIVE, LIVE, AND SHARE THE ABUNDANT LIFE OF JESUS CHRIST. 5000 ST JOHN'S CATHEDRAL 413 WEST CUMBERLAND AVENUE KNOXVILLE TN 37902 N/A 501(C)(3) 509(A)(1) TO ENRICH SPIRITUAL LIVES AND THE LIVES OF OTHERS. 125000 ST PAUL'S EPISCOPAL CHURCH 20 FAIR STREET BOX 278 NANTUCKET MA 02554 N/A 501(C)(3) 509(A)(1) TO RESTORE ALL PEOPLE TO UNITY WITH GOD AND EACH OTHER IN CHRIST. 25000 TENNESSEE CHILDREN'S HOME 804 BRANHAM HUGHES CIRCLE SPRING HILL TN 37174 N/A 501(C)(3) 509(A)(1) TO PROVIDE THE BASIC PHYSICAL NEEDS OF CHILDREN AND TO OFFER CHRISTIAN INSTRUCTION. 5000 TENNESSEE RESIDENCE FOUNDATION 312 ROSA L PARKS AVE 27TH FL NASHVILLE TN 37243 N/A 501(C)(3) 509(A)(1) TO FURNISH AND MAINTAIN THE PUBLIC AREAS OF THE TENNESSEE RESIDENCE. 10000 TENNESSEE STATE COLLABORATIVE ON REFORMING EDUCATION 1207 18TH AVE S 326 NASHVILLE TN 37212 N/A 501(C)(3) 509(A)(1) TO ENSURE THAT EVERY TENNESSEE HIGH SCHOOL GRADUATE IS READY FOR COLLEGE AND A CAREER AND THAT TENNESSEE IS THE FASTEST IMPROVING STATE IN THE NATION. WE DO THIS THROUGH RESEARCH-BASED POLICY ADVOCACY, STRATEGIC COMMUNICATIONS, TARGETED OUTREACH, PROGRESS MONITORING, AND HIGHLIGHTING AND SHARING BEST-PRACTICES. TO ACCOMPLISH OUR MISSION, ALL ACTIVITIES ARE FOCUSED ON THE FOLLOWING FOUR PILLARS: EMBRACING HIGH STANDARDS, CULTIVATING GREAT SCHOOL AND DISTRICT LEADERS. 18750 TENNESSEE STATE UNIVERSITY FOUNDATION 3500 JOHN A MERRITT BLVD CAMPUS BOX 9542 NASHVILLE TN 37209 N/A 501(C)(3) 509(A)(1) TO PROMOTE AND SUPPORT THE UNIVERSITY'S DEVELOPMENT AND GOALS. 2500 THE CANCER SUPPORT COMMUNITY EAST TENNESSEE 2230 SUTHERLAND AVENUE KNOXVILLE TN 37919 N/A 501(C)(3) 509(A)(1) TO ENSURE THAT ALL PEOPLE IMPACTED BY CANCER ARE EMPOWERED BY KNOWLEDGE, STRENGTHENED BY ACTION, AND SUSTAINED BY COMMUNITY. 20000 THE NAVIGATORS 3820 N 30TH ST COLORADO SPGS CO 80904 N/A 501(C)(3) 509(A)(1) TO ADVANCE THE GOSPEL OF JESUS AND HIS KINGDOM INTO THE NATIONS THROUGH SPIRITUAL GENERATIONS OF LABORERS LIVING AND DISCIPLINING AMONG THE LOST. 5000 THE NEXT DOOR PO BOX 23336 NASHVILLE TN 37202 N/A 501(C)(3) 509(A)(1) TO PROVIDE A RANGE OF PROVEN TREATMENT SERVICES FOR WOMEN AND THEIR FAMILIES IMPACTED BY DRUG ADDICTION, ALCOHOL ADDICTION, MENTAL ILLNESS, TRAUMA AND/OR INCARCERATION, WITH CHRIST-CENTERED COMPASSIONATE CARE. 5000 THE SALVATION ARMY PO BOX 669 KNOXVILLE TN 37901 N/A 501(C)(3) 509(A)(1) TO PREACH THE GOSPEL OF JESUS CHRIST AND TO MEET HUMAN NEEDS IN HIS NAME WITHOUT DISCRIMINATION. 20000 THE UNIVERSITY OF TENNESSEE FOUNDATION INC 1609 MELROSE AVENUE KNOXVILLE TN 37996 N/A 501(C)(3) 509(A)(1) TO PROVIDE SUPPORT FOR THE MAINTENANCE OF EDUCATIONAL INSTITUTION PROPERTIES AND THE FORENSIC ANTHROPOLOGY PROGRAM. 1445000 TNACHIEVES 10427 ELECTRIC AVE KNOXVILLE TN 37932 N/A 501(C)(3) 509(A)(1) TO INCREASE HIGHER EDUCATION OPPORTUNITIES FOR TENNESSEE STUDENTS BY PROVIDING LAST DOLLAR SCHOLARSHIPS WITH MENTOR GUIDANCE. 75000 UNITED WAY OF GREATER KNOXVILLE 1301 HANNAH AVENUE KNOXVILLE TN 37921 N/A 501(C)(3) 509(A)(1) TO BRING VOLUNTEERS AND COMPANIES TOGETHER IN ORDER TO IMPROVE PEOPLE'S LIVES. 315000 UNITED WAY OF HAMBLEN COUNTY PO BOX 1794 MORRISTOWN TN 37816 N/A 501(C)(3) 509(A)(1) TO BRING VOLUNTEERS AND COMPANIES TOGETHER IN ORDER TO IMPROVE PEOPLE'S LIVES. 10000 UNITED WAY OF THE LOW COUNTRY PO BOX 202 BEAUFORT SC 29901 N/A 501(C)(3) 509(A)(1) TO BRING VOLUNTEERS AND COMPANIES TOGETHER IN ORDER TO IMPROVE PEOPLE'S LIVES. 2500 UNIVERSITY HEALTH SYSTEM INC 1520 CHEROKEE TRL STE 200 KNOXVILLE TN 37920 N/A 501(C)(3) 509(A)(1) TO HELP PROVIDE SPIRITUAL SUPPORT THROUGH THE DOEBLER PASTORAL CARE ENDOWMENT. 190000 VAIL MOUNTAIN SCHOOL 3000 BOOTH FALLS ROAD VAIL CO 81657 N/A 501(C)(3) 509(A)(1) MAINTENANCE OF EDUCATIONAL INSTITUTION PROPERTIES. 20000 VANDERBILT UNIVERSITY 2301 VANDERBILT PLACE NASHVILLE TN 37235 N/A 501(C)(3) 509(A)(1) TO LEAD THE WAY AS AN INNOVATOR IN RESEARCH, TEACHING, AND DISCOVERY, BUILDING A BETTER WORLD FOR ALL OF US. 20000 VOLUNTEER MINISTRY CENTER INC PO BOX 325 KNOXVILLE TN 379010325 N/A 501(C)(3) 509(A)(1) TO SUPPORT THE CONSTRUCTION OF NEW BUILDINGS FOR KNOXVILLE'S HOMELESS. 70000 WC TWO 2351 DANDRIDGE AVE KNOXVILLE TN 37915 N/A 501(C)(3) 509(A)(1) TO IMPACT THE LIVES OF YOUNG PEOPLE BY PROVIDING LEARNING FACILITIES AND EDUCATIONAL PROGRAMS THAT PROMOTE CHARACTER DEVELOPMENT AND LIFE ENHANCING VALUES THROUGH THE GAME OF GOLF. 25000 WEBB SCHOOL OF KNOXVILLE 9800 WEBB SCHOOL DRIVE KNOXVILLE TN 379233399 N/A 501(C)(3) 509(A)(1) MAINTENANCE OF EDUCATIONAL INSTITUTION PROPERTIES. 57500 WESLEY HOUSE COMMUNITY CENTER 1719 REYNOLDS STREET KNOXVILLE TN 37921 N/A 501(C)(3) 509(A)(1) TO NURTURE WHOLENESS AND HOPE BY EMPOWERING CHILDREN AND FAMILIES THROUGH SERVICE AND EDUCATION. 5000 WEST END ACADEMY 5311 MCKAMEY ROAD KNOXVILLE TN 37921 N/A 501(C)(3) 509(A)(1) TO PROVIDE A SAFE AND SECURE LEARNING ENVIRONMENT WITH OPEN COMMUNICATION. 5000 YOUNG LIFE PO BOX 520 COLORADO SPRINGS CO 80901 N/A 501(C)(3) 509(A)(1) TO PROVIDE OPPORTUNITIES FOR STUDENTS TO LEARN ABOUT CHRISTIANITY. 180000 6240944 0 14 237 18 1471362 523000 14 523000 -2548 18 2286117 OTHER INVESTMENT INCOME 523000 52408 14 -11444 49860 3746272 0 3796132 0 0 0 0 0 0 0 0 0 0 X X 1 CYNTHIA A HASLAM BAILEY 806 SCENIC DRIVE KNOXVILLE TN 37919 1000000 X ACCOUNTING 39500 39500 0 UBS MADISON DEARBORN FUND, LLC FMV 359877 570011 UBS WP X ACCESS FUND, LLC FMV 527758 619386 HASLAM FOUNDATIONS PARTNERSHIP FMV 81165982 75142997 IN-KIND DONATION 978 0 0 DUES & SUBSCRIPTIONS 1520 0 1520 INVESTMENT EXPENSES 483023 483023 0 INSURANCE 46405 0 0 NONDEDUCTIBLE EXPENSES 232 0 0 SECTION 59(E)(2) EXPENDITURES 1866 1866 0 OFFICE SUPPLIES 224 0 224 OTHER INVESTMENT INCOME 40964 -11444 40964 NORTHERN TRUST COMPANY - LINE OF CREDIT 1800000 1800000 FOREIGN 35004 35004 0 FEDERAL 6366 0 0 STATE & LOCAL 135621 135621 0