TENNESSEE HEALTH FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- TENNESSEE HEALTH FOUNDATION INC (EIN 20-0298456)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-09-09
- IRS object ID
- 201522529349100207
- Schema version
- 2014v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-09-09T15:45:14-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-09-03 | 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 | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $238,964,861 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $20,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,202 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $122,982 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,901,509 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,349,616 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,396,333 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $18,827,717 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $18,229 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $32,302,044 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,318,544 | 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 | $10,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,515 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,585 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $393,792 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $393,792 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $181,645 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $102,351 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $905,446 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,987 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $882,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,490,983 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $519,645 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $890,585 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,583,058 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,583,058 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,074,041 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $519,645 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,473,643 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $22,228,003 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,798,899 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,421 | CashBOYAmt |
| Cash EOY | $336,615 | CashEOYAmt |
| Cash EOYFMV | $336,615 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,258,198 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,301,406 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,301,406 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $190,771,218 | CorporateStockBOYAmt |
| Corporate Stock EOY | $194,967,276 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $194,967,276 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $4,601,906 | OtherAssetsBOYAmt |
| Other Assets EOY | $22,359,564 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $22,359,564 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $203,665,743 | TotalAssetsBOYAmt |
| Total Assets EOY | $238,964,861 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $238,964,861 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $18,152 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $9,187 | AccountsPayableEOYAmt |
| Other Liabilities BOY | -$8,556 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $19,467,875 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,596 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,477,062 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $203,656,147 | UnrestrictedBOYAmt |
| Unrestricted EOY | $219,487,799 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $203,656,147 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $219,487,799 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $203,665,743 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $238,964,861 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $203,656,147 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $22,228,003 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $225,884,150 | SubtotalAmt |
| Other Decreases | $6,396,351 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $219,487,799 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| CAPITAL GAIN ON CONTRIBUTED STOCKS (TAX) | D | $8,245,981 | $8,245,981 |
| SILCHESTER ST CAPITAL GAINS | P | -$42,874 | -$42,874 |
| SILCHESTER LT CAP GAINS BOOK-TAX DIFFERENCE | P | $1,237,046 | $1,237,046 |
| SILCHESTER LT CAPITAL GAINS | P | $166,489 | $166,489 |
| MISCELLANEOUS OTHER INVESTMENTS | P | $10,567 | $10,567 |
| GAMMA LT CAPITAL GAINS | P | $2,379,265 | $2,379,265 |
| OTHER MARKETABLE SECURITIES GAINS | P | $7,840,012 | $7,840,012 |
| GAMMA LT CAP GAINS BOOK/TAX DIFFERENCE | P | -$1,046,558 | -$1,046,558 |
| IRM ST CAPITAL GAINS | P | $23,650 | $23,650 |
| IRM LT CAPITAL GAINS | P | $14,139 | $14,139 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,827,717 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,842,656 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $168,066,934 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046664 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,107,244 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $132,433,040 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046116 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,278,257 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $115,203,888 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045817 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,246,999 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $103,465,432 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041048 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,194,354 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $87,277,228 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048058 | DistributionYr5Rt |
| Total Distribution | 0.227703 | TotalDistributionRt |
| Average Distribution | 0.045541 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $200,793,803 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,144,351 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $217,989 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,362,340 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $9,473,643 | 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 | $217,989 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $217,989 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $217,989 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $188,409 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $35,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $223,409 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $5,420 | OverpaymentAmt |
| Applied To ES Tax | $5,420 | 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 | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | CJ | ForeignCountryCd |
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 (20 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 |
| HULET M CHANEY | ||||||||
| 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 |
| WILLIAM M GRACEY | ||||||||
| 1 CAMERON HILL CIRCLE | CHATTANOOGA | TN | 37402 | PRESIDENT/CEO/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 | SHAPE THE STATE PROGRAM FOCUSES ON COMBATING CHILDHOOD OBESITY THROUGH PHYSICAL ACTIVITY AND NUTRITION. MORE THAN $2.6 MILLION WAS INVESTED IN 2014 INTO MULTIPLE COMMUNITY PARTNER PROGRAMS RESULTING IN MORE THAN 400,000 CHILDREN GETTING REGULAR PHYSICAL ACTIVITY AT APPROXIMATELY 1,200 ELEMENTARY AND MIDDLE SCHOOL SITES ACROSS TENNESSEE. | Description1Txt |
| Expenses1 | $882,000 | 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 | $192,074,548 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,777,029 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $203,851,577 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $203,851,577 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,057,774 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $200,793,803 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,039,690 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,039,690 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $217,989 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $217,989 | TotalTaxAmt |
| Distributable Before Adj | $9,821,701 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,821,701 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,821,701 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,473,643 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,473,643 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $217,989 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,255,654 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,821,701 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,511,417 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,473,643 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,511,417 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,962,226 | 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 | $5,859,475 | 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 (85 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY INC | |||||||
| 2000 CHARLOTTE AVENUE | NASHVILLE | TN | 37203 | NONE | 509(A)(1) | STATEWIDE DISEASE-PREVENTION PROGRAMS - CANCER | $55,500 |
| 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 | $50,000 |
| AMERICAN LUNG ASSOCIATION OF TN | |||||||
| ONE VINTAGE WAY SUITE C-120 | NASHVILLE | TN | 37228 | NONE | 509(A)(1) | STATEWIDE DISEASE-PREVENTION PROGRAMS - RESPIRATORY | $20,000 |
| AMERICAN RED CROSS MID SOUTH CHAPTER | |||||||
| 1400 CENTRAL AVENUE | MEMPHIS | TN | 38104 | NONE | 509(A)(1) | MEMPHIS FLOOD DISASTER RELIEF | $10,000 |
| CENTERSTONE OF TENNESSEE INC | |||||||
| 1101 6TH AVENUE NORTH | NASHVILLE | TN | 37208 | NONE | 509(A)(1) | CRISIS SERVICES HIGH-RISK FOLLOW-UP PROJECT | $200,000 |
| CENTRO HISPANO DE EAST TENNESSEE | |||||||
| 2455 SUTHERLAND AVENUE | KNOXVILLE | TN | 37919 | NONE | 509(A)(1) | HEALTH ACCESS AND WELLNESS PROJECT | $25,000 |
| CHILDREN'S CENTER OF THE CUMBERLANDS | |||||||
| PO BOX 4314 | ONEIDA | TN | 37841 | NONE | 509(A)(1) | SANE MEDICAL EXAMINER | $15,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET STREET | CHATTANOOGA | TN | 37402 | NONE | 509(A)(1) | SOLUTIONS TO OBSTETRICS IN RURAL COUNTIES (STORC) | $357,041 |
| COMMUNITY FOUNDATION OF MIDDLE TN | |||||||
| 3833 CLEGHORN AVENUE STE 400 | NASHVILLE | TN | 37215 | NONE | 509(A)(1) | BCBST FAMILY FUND SEED FUNDING | $250,000 |
| 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 |
| CRAB ORCHARD ELEMENTARY | |||||||
| 240 SCHOOL ROAD | CRAB ORCHARD | TN | 37723 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $1,000 |
| DECATUR COUNTY MIDDLE SCHOOL | |||||||
| 2740 HIGHWAY 641 S | PARSONS | TN | 38363 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $1,000 |
| DICKSON COMMUNITY CLINIC | |||||||
| 111 HWY 70E 202 | DICKSON | TN | 37055 | NONE | 509(A)(1) | CHARITABLE CLINIC SUPPORT | $5,000 |
| EAST HICKMAN MIDDLE SCHOOL | |||||||
| 9414 E EAGLE DRIVE | LYLES | TN | 37098 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $1,000 |
| EAST TN CHILDREN'S HOSPITAL ASSOCIATION | |||||||
| 2018 WEST CLINCH AVENUE | KNOXVILLE | TN | 37916 | NONE | 509(A)(1) | EARLY CHILDHOOD NUTRITION AND FITNESS EDUCATION PROGRAM | $200,537 |
| EAST TN CHILDREN'S HOSPITAL ASSOCIATION | |||||||
| 2018 WEST CLINCH AVENUE | KNOXVILLE | TN | 37916 | NONE | 509(A)(1) | NAS UNIT NAMING OPPORTUNITY | $200,000 |
| 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) | JOURNEY TO HEALTH PROGRAM | $113,259 |
| FAITH FAMILY MEDICAL CENTER | |||||||
| 326 21ST AVENUE NORTH | NASHVILLE | TN | 37203 | NONE | 509(A)(1) | CHARITABLE CLINIC SUPPORT | $2,000 |
| FRANKLIN ELEMENTARY SCHOOL | |||||||
| 1501 FIGUERS DRIVE | FRANKLIN | TN | 37064 | NONE | 509(A)(1) | SHAPE THE STATE GRANT - KINESTHETIC MOVEMENT LAB | $15,000 |
| 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) | PROGRAM SUPPORT - CHALLENGE GRANT | $260,000 |
| GIRLS INC OF CHATTANOOGA | |||||||
| 709 SOUTH GREENWOOD AVENUE | CHATTANOOGA | TN | 37404 | NONE | 509(A)(1) | INFANT MORTALITY PUBLIC AWARENESS CAMPAIGN (IMPACT) | $69,189 |
| GOVERNORS FOUNDATION FOR HEALTH AND WELLNESS | |||||||
| 511 UNION ST STE 720 | NASHVILLE | TN | 37219 | NONE | 509(A)(1) | HEALTHIER TENNESSEE PROGRAM | $1,000,000 |
| GREATER KINGSPORT FAMILY YMCA | |||||||
| 1840 MEADOWVIEW PARKWAY | KINGSPORT | TN | 37660 | NONE | 509(A)(1) | GREATER KINGSPORT FAMILY YMCA, PHASE II EXPANSION | $800,000 |
| HABITAT FOR HUMANITY OF CHATTANOOGA | |||||||
| 1201 EAST MAIN STREET | CHATTANOOGA | TN | 37408 | NONE | 509(A)(1) | TEAM BLUE PROJECT SUPPORT | $10,000 |
| HABITAT FOR HUMANITY OF GREATER MEMPHIS | |||||||
| 7136 WINCHESTER ROAD | MEMPHIS | TN | 38125 | NONE | 509(A)(1) | TEAM BLUE PROJECT SUPPORT | $10,000 |
| HABITAT FOR HUMANITY OF WILLIAMSON CO | |||||||
| 511 WEST MEADE BLVD | FRANKLIN | TN | 37064 | NONE | 509(A)(1) | TEAM BLUE PROJECT SUPPORT | $10,000 |
| HAMILTON COUNTY GOVERNMENT | |||||||
| 117 E 7TH ST 500 | CHATTANOOGA | TN | 37402 | NONE | 509(A)(1) | RIVERWALK PROJECT | $250,000 |
| HARRIS MIDDLE SCHOOL | |||||||
| 570 EAGLE BLVD | SHELBYVILLE | TN | 37160 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $1,000 |
| HEALING HANDS HEALTH CENTER | |||||||
| 210 MEMORIAL DRIVE | BRISTOL | TN | 37620 | NONE | 509(A)(1) | CHARITABLE CLINIC SUPPORT | $7,000 |
| HELEN ROSS MCNABB CENTER | |||||||
| 201 WEST SPRINGDALE AVENUE | KNOXVILLE | TN | 37917 | NONE | 509(A)(1) | GEOGRAPHIC EXPANSION - BEHAVIORAL HEALTH PROGRAMS | $83,333 |
| 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 | $220,000 |
| HOLSTON HABITAT FOR HUMANITY | |||||||
| 100 GREENWOOD LANE | KINGSPORT | TN | 37663 | NONE | 509(A)(1) | TEAM BLUE PROJECT SUPPORT | $10,000 |
| HOPE FAMILY HEALTH SERVICES | |||||||
| 12124 TENNESSEE 52 | WESTMORELAND | TN | 37186 | NONE | 509(A)(1) | CHARITABLE CLINIC SUPPORT | $8,000 |
| HUMBOLDT CITY SCHOOLS BOARD OF EDUCATION | |||||||
| 1811 FERRELL STREET | HUMBOLDT | TN | 38343 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $1,000 |
| INTERFAITH HEALTH CLINIC | |||||||
| 315 GILL AVENUE | KNOXVILLE | TN | 37917 | NONE | 509(A)(1) | CHARITABLE CLINIC SUPPORT | $10,000 |
| JOHN SEVIER MIDDLE SCHOOL | |||||||
| 1200 WATEREE STREET | KINGSPORT | TN | 37660 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $1,000 |
| KEYSTONE DENTAL CARE INC | |||||||
| 603 BERT STREET 206 | JOHNSON CITY | TN | 37601 | NONE | 509(A)(1) | CHARITABLE CLINIC SUPPORT | $10,000 |
| KNOXVILLE HABITAT FOR HUMANITY | |||||||
| 1501 WASHINGTON AVENUE | KNOXVILLE | TN | 37917 | 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 STAFFING | $65,000 |
| MAURY MIDDLE SCHOOL | |||||||
| 965 MAURY CIRCLE | DANDRIDGE | TN | 37725 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $1,000 |
| MAYOR'S INSTITUTE FOR EXCELLENCE | |||||||
| 516 TENNESSEE STREET STE 411 | MEMPHIS | TN | 38103 | NONE | 509(A)(1) | GUN DOWN EMERGENCY DEPARTMENT INTERVENTION | $66,000 |
| 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 |
| MEDICAL FOUNDATION OF CHATTANOOGA INC | |||||||
| 1917 EAST THIRD STREET | CHATTANOOGA | TN | 37404 | NONE | 509(A)(1) | PROJECT ACCESS | $85,000 |
| METHODIST HEALTHCARE FOUNDATION | |||||||
| PO BOX 42048 | MEMPHIS | TN | 38174 | NONE | 509(A)(1) | SICKLE CELL CENTER OF MEMPHIS | $50,000 |
| MIDWAY ELEMENTARY SCHOOL | |||||||
| 130 LAUREL BLUFF ROAD | KINGSTON | TN | 37763 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $1,000 |
| MOSHEIM SCHOOL | |||||||
| 297 WEST SCHOOL STREET | MOSHEIM | TN | 37818 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $1,000 |
| MTN HOPE GOOD SHEPHERD CLINIC | |||||||
| 312 PRINCE ST | SEVIERVILLE | TN | 37862 | NONE | 509(A)(1) | CHARITABLE CLINIC SUPPORT | $8,000 |
| MOUNTAIN STATES FOUNDATION | |||||||
| 2335 KNOB CREEK ROAD STE 101 | JOHNSON CITY | TN | 37604 | NONE | 509(A)(1) | MOUNTAIN STATES HEALTH ALLIANCE COMMUNITY BENEFIT INITIATIVES | $250,000 |
| MUNFORD MIDDLE SCHOOL | |||||||
| 100 EDUCATION AVENUE | MUNFORD | TN | 38058 | 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 | $30,000 |
| OAK RIDGE SCHOOLS | |||||||
| 304 NEW YORK AVENUE | OAK RIDGE | TN | 37830 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $1,000 |
| PINK PALACE FAMILY OF MUSEUMS | |||||||
| 3050 CENTRAL AVENUE | MEMPHIS | TN | 38111 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $16,000 |
| PRIMARY CARE & HOPE CLINIC | |||||||
| 1453A HOPE WAY | MURFREESBORO | TN | 37129 | NONE | 509(A)(1) | CHARITABLE CLINIC SUPPORT | $6,000 |
| RED BANK MIDDLE SCHOOL | |||||||
| 3701 TOM WEATHERS DRIVE | CHATTANOOGA | TN | 37415 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $1,000 |
| RIDGEVIEW PSYCHIATRIC CENTER | |||||||
| 110 NORTH TENNESSEE AVENUE | LAFOLLETTE | TN | 37766 | NONE | 509(A)(1) | MIST PROGRAM | $145,228 |
| SALVUS CENTER INC | |||||||
| 556 HARTSVILLE PIKE STE 200 | GALLATIN | TN | 37066 | NONE | 509(A)(1) | CHARITABLE CLINIC SUPPORT | $5,000 |
| SHELBY COUNTY SCHOOLS | |||||||
| 160 S HOLLYWOOD STREET | MEMPHIS | TN | 38112 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $1,000 |
| SIGNAL CENTERS | |||||||
| 109 NORTH GERMANTOWN ROAD | CHATTANOOGA | TN | 37411 | NONE | 509(A)(1) | TECHNOLOGY CLASSROOM | $150,000 |
| SILOAM FAMILY HEALTH CENTER | |||||||
| 820 GALE LN | NASHVILLE | TN | 37204 | NONE | 509(A)(1) | CHARITABLE CLINIC SUPPORT | $10,000 |
| TENNESSEE CHARITABLE CARE NETWORK | |||||||
| 326 21ST AVENUE NORTH | NASHVILLE | TN | 37203 | NONE | 509(A)(1) | CHARITABLE CLINIC SUPPORT | $15,000 |
| THE CHURCH HEALTH CENTER | |||||||
| 1210 PEABODY AVENUE | MEMPHIS | TN | 38104 | NONE | 509(A)(1) | CHARITABLE CLINIC SUPPORT | $5,000 |
| THE CRUMLEY HOUSE | |||||||
| 300 URBANA ROAD | LIMESTONE | TN | 37681 | NONE | 509(A)(1) | BRAIN INJURY REHABILITATION PROGRAM | $25,000 |
| THE SPEECH & HEARING CENTER | |||||||
| 600 N HOLTSCLAW AVENUE | CHATTANOOGA | TN | 37404 | NONE | 509(A)(1) | LATINO YOUTH COMMUNICATION DISORDER OUTREACH | $30,000 |
| THE TRUST FOR PUBLIC LAND | |||||||
| 202 TREMONT STREET | CHATTANOOGA | TN | 37405 | NONE | 509(A)(1) | FITNESS ZONES | $150,000 |
| THE UNIVERSITY OF MEMPHIS | |||||||
| 106 ROBINSON HALL | MEMPHIS | TN | 38152 | NONE | 509(A)(1) | FITKIDS PROGRAM | $275,000 |
| THERF | |||||||
| 5201 VIRGINIA WAY | BRENTWOOD | TN | 37027 | NONE | 509(A)(1) | SURGICAL QUALITY IMPROVEMENT PROGRAM | $1,053,800 |
| TN HOSPITAL EDUCATION & RESEARCH FOUNDATION | |||||||
| 5201 VIRGINIA WAY | BRENTWOOD | TN | 37027 | NONE | 509(A)(1) | TENNESSEE CENTER FOR PATIENT SAFETY | $507,885 |
| 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 | $178,811 |
| UNIVERSITY OF TENNESSEE AT CHATTANOOGA | |||||||
| 615 MCCALLIE AVENUE DEPT 5605 | CHATTANOOGA | TN | 37403 | NONE | 509(A)(1) | GERONTOLOGY CHAIR - SCHOOL OF NURSING | $500,000 |
| VALOR COLLEGIATE ACADEMY | |||||||
| 4527 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $1,000 |
| VANDERBILT MEDICAL GROUP | |||||||
| 2140 BELCOURT AVENUE STE 2146 | NASHVILLE | TN | 37212 | NONE | 509(A)(1) | PINK & DUDE CHEFS NUTRITION PROGRAM | $64,375 |
| VOLUNTEERS IN MEDICINE CHATTANOOGA | |||||||
| 5705 MARLIN ROAD STE 1400 | CHATTANOOGA | TN | 37411 | NONE | 509(A)(1) | CHARITABLE CLINIC SUPPORT | $6,000 |
| WALTER J BAIRD MIDDLE SCHOOL | |||||||
| 131 WJB PRIDE LANE | LEBANON | TN | 37087 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $1,000 |
| WASHINGTON COUNTY BOARD OF EDUCATION | |||||||
| 405 W COLLEGE STREET | JONESBOROUGH | TN | 37659 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $1,000 |
| WEAKLEY COUNTY BOARD OF EDUCATION | |||||||
| 8319 HIGHWAY 22 STE A | DRESDEN | TN | 38225 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $1,000 |
| WELCOME HOME OF CHATTANOOGA | |||||||
| 224 WEST 18TH STREET | CHATTANOOGA | TN | 37405 | NONE | 509(A)(1) | VOLUNTEER AND EDUCATION PROGRAM | $120,000 |
| WEST END MIDDLE SCHOOL | |||||||
| 3529 WEST END AVENUE | NASHVILLE | TN | 37205 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $1,000 |
| WESTSIDE ACHIEVEMENT MIDDLE SCHOOL | |||||||
| 3389 DAWN DRIVE | MEMPHIS | TN | 38127 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $1,000 |
| WHITWELL MIDDLE SCHOOL | |||||||
| 1 BUTTERFLY LANE | WHITWELL | TN | 37397 | NONE | 509(A)(1) | SHAPE THE STATE GRANT | $1,000 |
| VOID PRIOR YEAR GRANT | |||||||
| 1 CAMERON HILL CIRCLE | CHATTANOOGA | TN | 37402 | NONE | 509(A)(1) | VOID PRIOR YEAR GRANT | -$10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,583,058 | 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 | $4,202 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,901,509 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,396,333 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,302,044 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,302,044 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF TENNESSEE INC | |||||||
| 1 | 1 CAMERON HILL CIRCLE | CHATTANOOGA | TN | 374022520 | $233,272 | Yes (X) | |
| BLUECROSS BLUESHIELD OF TENNESSEE INC | |||||||
| 2 | 1 CAMERON HILL CIRCLE | CHATTANOOGA | TN | 374022520 | $19,766,728 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $19,766,728 | FairMarketValueAmt |
| Received | 2014-12-15 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT & TAX SERVICE EXP | CategoryTxt |
| Amt | $10,100 | Amt |
| Net Investment Income | $1,515 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,585 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (57 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABS OFFSHORE SPC GLOBAL PORT | $0 | $0 |
| ALTRIA GROUP INC | $300,547 | $300,547 |
| AMERICAN EXPRESS CO COM | $623,368 | $623,368 |
| AMERIPRISE FINL INC | $304,175 | $304,175 |
| AT & T INC COM | $416,516 | $416,516 |
| AURORA OFFSHORE FD LTD II CL A | $24,432,828 | $24,432,828 |
| BABSON FLOATING RATE INCOME | $8,391,820 | $8,391,820 |
| BANK OF AMERICA CORP | $853,353 | $853,353 |
| BP PLC | $343,080 | $343,080 |
| CARDINAL HEALTH INC COM | $201,825 | $201,825 |
| CITIGROUP INC | $405,825 | $405,825 |
| CONOCOPHILLIPS | $359,112 | $359,112 |
| CRH PLC | $309,729 | $309,729 |
| DOUBLELINE TOTAL RETURN BOND F | $33,310,350 | $33,310,350 |
| EATON VANCE PARAMETRIC TAX-MGD EMERGING MARKETS FUND | $16,100,209 | $16,100,209 |
| ENTERGY CORP NEW COM | $551,124 | $551,124 |
| GAMMA CONVERTIBLE FUND | $0 | $0 |
| GENERAL DYNAMICS CORP COM | $578,004 | $578,004 |
| GENERAL ELEC CO COM | $204,687 | $204,687 |
| HONEYWELL INTL INC COM | $619,504 | $619,504 |
| ILLINOIS TOOL WKS INC COM | $407,210 | $407,210 |
| INTEL CORP CALIF COM | $304,836 | $304,836 |
| IR&M CORE BOND FD II | $17,688,389 | $17,688,389 |
| ISHARES BARCLAYS 0-5 YEAR TIPS | $0 | $0 |
| ISHARES MSCI EAFE ETF | $0 | $0 |
| ISHARES S&P 500 INDEX FUNDS | $19,211,603 | $19,211,603 |
| ISHARES S&P SMALLCAP 600 | $0 | $0 |
| J P MORGAN CHASE & CO | $732,186 | $732,186 |
| JOHNSON & JOHNSON COM | $711,076 | $711,076 |
| JOHNSON CTLS INC COM | $410,890 | $410,890 |
| LENNAR CORP COM | $416,733 | $416,733 |
| MAINSTAY CONVERTIBLE FUND | $11,746,587 | $11,746,587 |
| MATTEL INC COM | $263,033 | $263,033 |
| MEDTRONIC INC COM | $707,560 | $707,560 |
| MERCK & CO INC NEW | $681,480 | $681,480 |
| MICROSOFT CORP COM | $506,305 | $506,305 |
| NORFOLK SOUTHN CORP COM | $416,518 | $416,518 |
| OCCIDENTAL PETE CORP COM | $346,623 | $346,623 |
| ORACLE CORPORATION COM | $220,353 | $220,353 |
| PFIZER INC COM STK USD0.05 | $610,540 | $610,540 |
| PHILIP MORRIS INTL INC COM | $594,585 | $594,585 |
| PHILLIPS 66 | $415,860 | $415,860 |
| PIMCO BOND FUND | $0 | $0 |
| PIMCO TOTAL RETURN FD-INST | $0 | $0 |
| PNC FINANCIAL SERVICES GROUP | $638,610 | $638,610 |
| RAYTHEON CO NEW | $519,216 | $519,216 |
| RIO TINTO PLC | $142,786 | $142,786 |
| SELECTINVEST MULTISTRATEGY LTD | $311,473 | $311,473 |
| SILCHESTER INT'L EQUITY TRUST | $33,162,764 | $33,162,764 |
| SOUTHWEST AIRLS CO COM | $325,864 | $325,864 |
| STANLEY BLACK & DECKER | $518,832 | $518,832 |
| STATE STREET CORP | $620,150 | $620,150 |
| TARGET CORP COM | $652,826 | $652,826 |
| VERIZON COMMUNICATIONS COM | $406,986 | $406,986 |
| WAL MART STORES INC COM | $755,744 | $755,744 |
| WELLS FARGO & CO NEW COM | $838,746 | $838,746 |
| WELLS FARGO ADVANTAGE SMALL CO | $11,374,856 | $11,374,856 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQ/MMF INTEREST RECEIVABLE | $1,906 | $1,681 | $1,681 |
| INVESTMENT RECEIVABLE | $4,600,000 | $22,357,883 | $22,357,883 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $6,396,351 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROGRAM SUPPORT | $882,000 | $0 | $882,000 |
| DUES | $500 | $0 | $0 |
| OTHER PASSTHROUGH INVESTMENT EXPENSES | $0 | $21,987 | $0 |
| MISCELLANEOUS EXPENSE | $22,682 | $0 | $0 |
| LATE FEES AND PENALTIES | $264 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FRANCHISE & EXCISE TAX PAYABLE | -$8,556 | $8,091 |
| INVESTMENT PURCHASES PAYABLE | $0 | $19,459,538 |
| ESCHEATS PAYABLE | $0 | $246 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $393,792 | Amt |
| Net Investment Income | $393,792 | 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 | $102,351 | $0 |
| EXCISE TAX | $181,383 | $0 | $0 |
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