HASLAM FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HASLAM FAMILY FOUNDATION INC (EIN 62-1692007)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201423219349102217
- Schema version
- 2013v3.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T13:45:08-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621873897 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEINER & ELLIS PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5516 LONAS DRIVE STE 260 | AddressLine1 |
| City | KNOXVILLE | City |
| State | TN | State |
| ZIP Code | 37909 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 621692007 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HASLAM FAMILY FOUNDATION INC | BusinessNameLine1 |
| Business Name Line2 | C/O STEINER & ELLIS PLLC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HASL | BusinessNameControlTxt |
| Phone | 8652123800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10146 | AddressLine1 |
| City | KNOXVILLE | City |
| State | TN | State |
| ZIP Code | 37939 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J TODD ELLIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8652123800 | PhoneNum |
| Signature | 2014-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON J STEINER CPA | PreparerPersonNm |
| PTIN | P00286532 | PTIN |
| Phone | 8652123800 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $101,433,910 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,850,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $389 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $389 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,201,053 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,200,577 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,148,201 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $105,115 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,148,201 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$47,859 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$47,942 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $16,151,784 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,301,225 | 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 |
| Legal Fees Rev And Expnss | $1,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,000 | LegalFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $3,477 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,477 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $244,881 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $140,752 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $380,349 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $332,167 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $629,707 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $476,396 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,020 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,712,030 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,712,030 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,341,737 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $476,396 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,713,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,810,047 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,824,829 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $574,810 | CashBOYAmt |
| Cash EOY | $322,786 | CashEOYAmt |
| Cash EOYFMV | $322,786 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $241,504 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $218,906 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $218,906 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $750,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $83,221,902 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $95,056,571 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $100,892,218 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $84,788,216 | TotalAssetsBOYAmt |
| Total Assets EOY | $95,598,263 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $101,433,910 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $84,788,216 | RetainedEarningBOYAmt |
| Retained Earning EOY | $95,598,263 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $84,788,216 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $95,598,263 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $84,788,216 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $95,598,263 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $84,788,216 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,810,047 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $95,598,263 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $95,598,263 | 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 | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| FROM K-1 - HASLAM FOUNDATIONS PARTNERSHIP | P | $10,793,478 | $10,793,478 | ||||
| FROM K-1 - UBS MADISON DEARBORN FUND, LLC | P | -$392 | -$392 | ||||
| FROM UBS 32391 - CALL WARRANT | P | -$735,286 | -$735,286 | 2009-12-31 | 2013-03-07 | $14,714 | $750,000 |
| LITIGATION SETTLEMENT - LEHMAN BROTHERS | $72 | $72 | 2013-08-27 | $72 | |||
| LITIGATION SETTLEMENT - SUNTRUST BANK | $141 | $141 | 2013-09-06 | $141 | |||
| LITIGATION SETTLEMENT - ARTHOCARE CORP | $846 | $846 | 2013-10-24 | $846 | |||
| LITIGATION SETTLEMENT - MBIA INC | $566 | $566 | 2013-12-13 | $566 | |||
| CAPITAL GAINS DIVIDENDS | P | $88,776 | $88,776 | $88,776 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,148,201 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,352,966 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $85,969,722 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050634 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,106,150 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $83,755,213 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049026 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,741,834 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $74,103,340 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050495 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,714,786 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $50,342,805 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053926 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,604,581 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $38,749,193 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067216 | DistributionYr5Rt |
| Total Distribution | 0.271297 | TotalDistributionRt |
| Average Distribution | 0.054259 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $94,629,987 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,134,528 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $118,248 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,252,776 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,713,050 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $236,497 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $236,497 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $236,497 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $92,558 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $265,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $357,558 | TotalPaymentsAndCreditsAmt |
| Overpayment | $121,061 | OverpaymentAmt |
| Applied To ES Tax | $121,061 | 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 | 0 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | STEINER ELLIS PLLC | IndividualWithBooksNm |
| Phone | 8652123800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5508 LONAS ROAD KNOXVILLE TN | AddressLine1 |
| City | KNOXVILLE | City |
| State | TN | State |
| ZIP Code | 37909 | ZIPCode |
| 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 |
| WILLAM 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 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO PROGRAM RELATED INVESTMENTS DURING THE CURRENT TAX YEAR. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $95,699,806 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $371,247 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $96,071,053 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $96,071,053 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,441,066 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $94,629,987 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,731,499 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,731,499 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $236,497 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $236,497 | TotalTaxAmt |
| Distributable Before Adj | $4,495,002 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,495,002 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,495,002 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,713,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,713,050 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,713,050 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,495,002 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $675,969 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $215,917 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $122,355 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $144,010 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,158,251 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,713,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,495,002 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $218,048 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,376,299 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $675,969 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $700,330 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $215,917 | ExcessFromYear4Amt |
| Excess From Year3 | $122,355 | ExcessFromYear3Amt |
| Excess From Year1 | $144,010 | ExcessFromYear1Amt |
| Excess From Current Year | $218,048 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES A HASLAM II | ContributingManagerNm |
| Contributing Manager | JAMES A HASLAM III | ContributingManagerNm |
| Contributing Manager | WILLAM E HASLAM | ContributingManagerNm |
| Contributing Manager | ANN HASLAM BAILEY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TODD ELLIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 52206 | AddressLine1 |
| City | KNOXVILLE | City |
| State | TN | State |
| ZIP Code | 379502206 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8652123800 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST STATING AMOUNT AND PURPOSE OF REQUEST, MOST RECENT AUDITED FINANCIAL STATEMENTS, COPY OF TAX EXEMPT RULING. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JUNE 30 AND DECEMBER 31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | ONLY TO TAX EXEMPT 501(C)(3) ORGANIZATIONS, PREFERENCE GIVEN TO ORGANIZATIONS IN THE EAST TENNESSEE AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (114 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AGAPE OUTREACH HOME INC | ||||||||
| PO BOX 5340 | KNOXVILLE | TN | 37928 | N/A | 501(C)(3) 509(A)(1) | TO PROVIDE BOTH TRANSITIONAL AND PERMANENT RESIDENTIAL FACILITIES, SUPPORT, AND SUPERVISION FOR MEN WITH PSYCHIATRIC ILLNESS THAT PREVENTS THEM FROM LIVING INDEPENDENTLY. | $5,000 | |
| ARTS & CULTURE ALLIANCE OF GREATER KNOXVILLE | ||||||||
| PO BOX 2506 | KNOXVILLE | TN | 37901 | N/A | 501(C)(3) 509(A)(1) | TO SERVE AND SUPPORT A DIVERSE COMMUNITY OF ARTISTS, ARTS ORGANIZATIONS, AND CULTURAL INSTITUTIONS. | $25,000 | |
| AUTISM SOCIETY OF AMERICA | ||||||||
| PO BOX 30015 | KNOXVILLE | TN | 37930 | N/A | 501(C)(3) 509(A)(1) | TO PROMOTE LIFELONG ACCESS AND OPPORTUNITIES FOR PERSONS WITHIN THE AUTISM SPECTRUM AND THEIR FAMILIES, TO BE FULLY INCLUDED, PARTICIPATING MEMBERS OF THEIR COMMUNITIES THROUGH ADVOCACY, PUBLIC AWARENESS, EDUCATION, AND RESEARCH RELATED TO AUTISM. | $9,450 | |
| BIG BROTHERS BIG SISTERS OF EAST TENNESSEE | ||||||||
| 119 WEST SUMMIT HILL DR STE 101 | KNOXVILLE | TN | 37902 | N/A | 501(C)(3) 509(A)(2) | TO CHANGE LIVES BY PROVIDING A CARING, ADULT MENTOR FOR EVERY CHILD WHO NEEDS AND WANTS ONE. | $25,000 | |
| BOY SCOUTS OF AMERICA MIDDLE TENNESSEE COUNCIL | ||||||||
| 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. | $5,000 | |
| BOY SCOUTS OF AMERICA TRUST | ||||||||
| PO BOX 51885 | KNOXVILLE | TN | 379501885 | 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. | $65,000 | |
| BOYS & GIRLS CLUBS OF THE TENNESSEE VALLEY | ||||||||
| 220 CARRICK STREET SUITE 318 | 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. | $162,500 | |
| CARSON-NEWMAN COLLEGE | ||||||||
| 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. | $50,000 | |
| CATHOLIC CHARITITES OF EAST TENNESSEE | ||||||||
| 3009 LAKE BROOK BLVD | KNOXVILLE | TN | 37909 | N/A | 501(C)(3) 509(A)(1) | ADDRESSES THE UNMET NEEDS OF THE MOST VULNERABLE OF OUR REGION BY PROVIDING SHELTER, NOURISHMENT, COUNSELING, AND EDUCATION, IN ORDER TO FOSTER HUMAN DIGNITY. | $2,000 | |
| CEDAR SPRINGS PRESBYTERIAN CHURCH | ||||||||
| 9132 KINGSTON PIKE | KNOXVILLE | TN | 37923 | N/A | 501(C)(3) 509(A)(1) | TO BRING THE GOSPEL OF CHRIST TO THE WORLD ABROAD AND THE WORLD WHICH SURROUNDS OUR HOMES AND COMMUNITIES | $30,000 | |
| CENTER FOR LIVING AND LEARNING | ||||||||
| PO BOX 50272 | NASHVILLE | TN | 37205 | N/A | 501(C)(3) 509(A)(1) | TO PROVIDE 24-HOUR RESIDENTIAL CARE AND JOB TRAINING TO INDIVIDUALS SUFFERING FROM MENTAL ILLNESS IN A THERAPEUTIC ENVIRONMENT WITH EMPHASIS ON THE HIGHEST LEVEL OF FUNCTIONING AND INDEPENDENT LIVING. | $10,000 | |
| CEREBRAL PALSY CENTER FOR HANDICAPPED ADULTS INC | ||||||||
| 241 E WOODLAND AVE | KNOXVILLE | TN | 37917 | N/A | 501(C)(3) 509(A)(1) | TO ASSISTING PERSONS WITH DISABILITIES TO PLAN AND ACHIEVE FULL INCLUSION IN THE LIFE OF THE COMMUNITY BY PROVIDING AN ARRAY OF EMPLOYMENT RESIDENTIAL AND RECREATIONAL SERVICES. | $15,000 | |
| CHEEKWOOD BOTANICAL GARDEN & 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. | $5,000 | |
| CHURCH STREET UNITED METHODIST CHURCH | ||||||||
| 900 HENLEY ST | KNOXVILLE | TN | 37902 | N/A | 501(C)(3) 509(A)(1) | FOR THE KAY SENIOR ADULT CENTER | $1,500 | |
| CLEVELAND BROWNS FOUNDATION | ||||||||
| 76 LOU GROZA BLVD | BEREA | OH | 44017 | N/A | 501(C)(3) 509(A)(1) | TO HELP MEET THE NEEDS OF THE DISADVANTAGED YOUTH AND INNER-CITY YOUTH IN THE NORTH EAST OHIO AREA FROM CHILDHOOD THROUGHOUT TEENAGE YEARS. | $10,000 | |
| 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. | $5,000 | |
| EAST TENNESSEE CHILDREN'S HOSPITAL ASSOC INC | ||||||||
| 2018 CLINCH AVENUE | KNOXVILLE | TN | 379015010 | N/A | 501(C)(3) 509(A)(1) | TO IMPROVE THE HEALTH OF CHILDREN. | $20,000 | |
| EAST TENNESSEE FOUNDATION | ||||||||
| 625 MARKET STREET STE 1400 | KNOXVILLE | TN | 37902 | N/A | 501(C)(3) 509(A)(1) | FUND FOR THE 10 YEAR PLAN TO END CHRONIC HOMELESSNESS. | $172,500 | |
| 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. | $75,000 | |
| 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. | $10,000 | |
| ENSWORTH SCHOOL | ||||||||
| 7401 HIGHWAY 100 | NASHVILLE | TN | 37221 | N/A | 501(C)(3) 509(A)(1) | MAINTENANCE OF EDUCATIONAL INSTITUTION PROGRAMS AND PROPERTIES. | $25,000 | |
| EPILEPSY FOUNDATION OF EAST TENNESSEE | ||||||||
| PO BOX 3156 | KNOXVILLE | TN | 37927 | N/A | 501(C)(3) 509(A)(1) | TO PROVIDE VARIOUS SERVICES TO PERSONS SUFFERING FROM EPILEPSY AND EDUCATE THE GENERAL PUBLIC REGARDING EPILEPSY AND OTHER SEIZURE DISORDERS. | $2,000 | |
| EPISCOPAL SCHOOL OF KNOXVILLE | ||||||||
| 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. | $10,000 | |
| 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. | $5,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| 406 UNION AVE SUITE 610 | KNOXVILLE | TN | 37902 | N/A | 501(C)(3) 509(A)(1) | TO PROMOTE CHRISTIAN MINISTRIES THROUGH YOUTH ATHLETICS | $30,000 | |
| FOUNTAIN CITY ELEMETARY SCHOOL | ||||||||
| 2910 MONTBELLE DRIVE | KNOXVILLE | TN | 37918 | N/A | 501(C)(3) 509(A)(1) | TO PREPARE STUDENTS, EDUCATORS, AND THE COMMUNITY FOR THE FUTURE. | $2,500 | |
| FRIENDS OF GREAT SMOKY MOUNTAINS NATIONAL PARK | ||||||||
| 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. | $30,000 | |
| FROM K-1 - WP X ACCESS FUND LLC | ||||||||
| 1285 AVENUE OF THE AMERICAS | NEW YORK | NY | 10019 | N/A | N/A | N/A | $1 | |
| GARDEN CLUB OF NASHVILLE | ||||||||
| PO BOX 50608 | NASHVILLE | TN | 37205 | N/A | 501(C)(3) 509(A)(2) | TO PROMOTE KNOWLEDGE OF AND INTEREST IN GARDENING AND IN PRESERVATION OF PLANTS, ESPECIALLY PLANTS, AND THE ENVIRONMENT. | $5,000 | |
| 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. | $200,000 | |
| GIRL SCOUTS OF THE SOUTHERN APPALACHIANS | ||||||||
| 1567 DOWNTOWN WEST BOULEVARD | KNOXVILLE | TN | 37919 | N/A | 501(C)(3) 509(A)(1) | TO CULTIVATE VALUES, SOCIAL CONSCIENCE AND SELF-ESTEEM IN YOUNG GIRLS THROUGH THE TEACHING OF CRITICAL LIFE SKILLS. | $10,000 | |
| GLOBAL TEAMS INTERNATIONAL CHRISTIAN MINISTRY GROUPS | ||||||||
| 212 21ST STREET STE 2 | BAKERSFIELD | CA | 93301 | N/A | 501(C)(3) 509(A)(1) | TO PROMOTE CHRISTIANITY ACROSS THE GLOBE. | $7,500 | |
| GOVERNOR WILLIAM BLOUNT MANSION ASSOCIATION | ||||||||
| PO BOX 1703 | KNOXVILLE | TN | 37901 | N/A | 501(C)(3) 509(A)(1) | TO PROVIDE GREATER EDUCATION TO THE PUBLIC OF THE IMPORTANT ROLE GOVERNOR WILLIAM BLOUNT PLAYED IN THE HISTORY OF THE UNITED STATES AS WELL AS TENNESSEE. | $20,000 | |
| GREAT SCHOOLS PARTNERSHIP | ||||||||
| 912 S GAY STREET L210 | KNOXVILLE | TN | 37901 | N/A | 501(C)(3) 509(A)(3) | TO SERVE AS A CATALYST, THINK TANK, INCUBATOR AND START-UP FUNDER FOR MAKING KNOX COUNTY SCHOOLS GLOBALLY COMPETITIVE. | $75,000 | |
| GREAT SMOKY MOUNTAINS HERITAGE CENTER | ||||||||
| 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. | $20,000 | |
| GREAT SMOKY MOUNTAINS INSTITUTE AT TREMONT | ||||||||
| 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. | $36,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | ||||||||
| PO BOX 27478 | KNOXVILLE | TN | 37927 | N/A | 501(C)(3) 509(A)(1) | TO PROVIDE AFFORDABLE HOUSING FOR LOW INCOME INDIVIDUALS | $50,000 | |
| 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. | $80,000 | |
| 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. | $45,000 | |
| HOPE RESOURCE CENTER | ||||||||
| 2700 PAINTER AVE | KNOXVILLE | TN | 37919 | N/A | 501(C)(3) 509(A)(1) | TO CHANGE LIVES ETERNALLY BY MINISTERING TO OUR CLIENTS "MEDICAL, PHYSICAL, EMOTIONAL AND SPIRITUAL NEEDS WITH UNCONDITIONAL LOVE, PRACTICAL HELP, AND BIBLICAL COUNSELING. | $5,000 | |
| HUMANITARIAN HEALTH INTERNATIONAL | ||||||||
| 414 LOCKLAND DR | NASHVILLE | TN | 37206 | N/A | 501(C)(3) 509(A)(1) | TOWARDS SENDING A TEAM ON A HUMANITARIAN SURGICAL CARE TRIP TO ARCHAIE, HAITI IN FEBRUARY 2014. | $5,000 | |
| IJAMS NATURE CENTER | ||||||||
| 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. | $20,000 | |
| IN FULL MOTION INC | ||||||||
| PO BOX 70270 | NASHVILLE | TN | 37207 | N/A | 501(C)(3) 509(A)(1) | TO PROVIDE ASSISTANCE TO INNER CITY/AT-RISK YOUTH IN ACHIEVING THE GOAL OF BECOMING A PRODUCTIVE CITIZEN WHILE EMPOWERING THESE YOUNG PEOPLE WITH THE NECESSARY TOOLS TO BE SUCCESSFUL. | $5,000 | |
| INTERFAITH HEALTH CLINIC | ||||||||
| 315 GILL AVENUE | KNOXVILLE | TN | 37917 | N/A | 501(C)(3) 509(A)(1) | MEDICAL, DENTAL, AND MENTAL HEALTH CARE TO THE KNOXVILLE AREA. | $15,000 | |
| 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. | $15,000 | |
| JOY OF MUSIC YOUTH MUSIC SCHOOL CORPORATION | ||||||||
| 1209 EUCLID AVE STE 1-A | KNOXVILLE | TN | 37921 | N/A | 501(C)(3) 509(A)(1) | TO PROVIDE A QUALITY MUSIC EDUCATION PROGRAM FOR FINANCIALLY DISADVANTAGED YOUTH. | $5,000 | |
| JUNIOR ACHEIVEMENT | ||||||||
| 120 POWELL PLACE | NASHVILLE | TN | 37204 | N/A | 501(C)(3) 509(A)(1) | TO EDUCATE, AND INSPIRE YOUNG PEOPLE TO VALUE FREE ENTERPRISE, UNDERSTAND BUSINESS AND ECONOMICS, AND TO BE WORKFORCE READY. | $4,000 | |
| 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. | $20,000 | |
| 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. | $40,000 | |
| 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. | $10,000 | |
| 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. | $50,000 | |
| KNOXVILLE SYMPHONY SOCIETY | ||||||||
| 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. | $75,000 | |
| KNOXVILLE ZOOLOGICAL PARK INC | ||||||||
| PO BOX 6040 | KNOXVILLE | TN | 37914 | N/A | 501(C)(3) 509(A)(2) | MAINTENANCE OF ZOOLOGICAL GARDENS. | $100,000 | |
| LADIES HERMITAGE ASSOCIATION | ||||||||
| 4580 RACHELS LANE | NASHVILLE | TN | 37076 | N/A | 501(C)(3) 509(A)(2) | TO PRESERVE THE HOME PLACE OF ANDREW JACKSON, TO CREATE LEARNING OPPORTUNITIES, AND TO INSPIRE CITIZENSHIP THROUGH EXPERIENCING THE LIFE AND UNIQUE IMPACT OF JACKSON. | $2,000 | |
| LAKESHORE PARK | ||||||||
| 4823 OLD KINGSTON PIKE STE 300 | KNOXVILLE | TN | 37919 | N/A | 501(C)(3) 509(A)(1) | FOR THE DEVELOPMENT AND MAINTENANCE OF PARK, INCLUDING MAINTENANCE OF FACILITIES IN ACCORDANCE WITH THE CORPORATIONS COMMUNITY OBJECTIVE OF PROVIDING PUBLIC RECREATION FACILITIES. | $25,000 | |
| LEADERSHIP KNOXVILLE | ||||||||
| 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. | $35,000 | |
| LEGACY PARKS FOUNDATION | ||||||||
| 625 MARKET STREET STE 1203 | KNOXVILLE | TN | 37902 | N/A | 501(C)(3) 509(A)(1) | TO ACQUIRE, DEVELOP, MAINTAIN, IMPROVE, EXPAND, ERECT, ENHANCE, SUPPORT, PRESERVE, RESTORE, FUND, ENCOURAGE AND SUSTAIN PUBLIC PARKS AND OTHER RECREATIONAL FACILITIES OPERATED AND OWNED BY THE CITY OF KNOXVILLE OR KNOX COUNTY, FOR THE BENEFIT OF THE GENERAL PUBLIC. | $30,000 | |
| LEGAL AID OF EAST TENNESSEE | ||||||||
| 502 S GAY STREET SUITE 404 | KNOXVILLE | TN | 37902 | N/A | 501(C)(3) 509(A)(1) | TO ENSURE EQUAL JUSTICE FOR ELDERLY, ABUSED, AND LOW-INCOME PEOPLE BY PROVIDING A BROAD SCOPE OF LEGAL ASSISTANCE AND ADVOCACY. | $20,000 | |
| LIPSCOMB UNIVERSITY | ||||||||
| ONE UNIVERSITY PARK DR | NASHVILLE | TN | 37204 | N/A | 501(C)(3) 509(A)(1) | FOR LEADERSHIP TENNESSEE | $25,000 | |
| MARYVILLE COLLEGE | ||||||||
| 502 EAST LAMAR ALEXANDER PARKWAY | MARYVILLE | TN | 37804 | N/A | 501(C)(3) 509(A)(1) | TO MAINTAIN EDUCATIONAL INSTITUTION PROPERTIES. | $45,000 | |
| 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. | $5,000 | |
| MINISTRY OF THE LAITY | ||||||||
| 5008 LONAS ROAD | KNOXVILLE | TN | 37909 | N/A | 501(C)(3) 509(A)(1) | TO PROMOTE CHRISTIANITY. | $25,000 | |
| MISSION OF HOPE INC | ||||||||
| PO BOX 51824 | KNOXVILLE | TN | 37950 | N/A | 501(C)(3) 509(A)(1) | TO PROVIDE AID TO POVERTY STRICKEN RURAL APPALACHIA. | $5,000 | |
| NATIONAL ASSOCIATION TO PROTECT CHILDREN | ||||||||
| PO BOX 27451 | KNOXVILLE | TN | 37927 | N/A | 501(C)(3) 509(A)(1) | THE PROTECTION OF CHILDREN FROM HARM. | $25,000 | |
| NATIONAL FOOTBALL FOUNDATION INC | ||||||||
| 433 E LAS COLINAS BLVD SUITE 1130 | IRVING | TX | 75039 | 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. | $50,000 | |
| NATIVITY PAGEANT OF KNOXVILLE INC | ||||||||
| PO BOX 53258 | KNOXVILLE | TN | 37950 | N/A | 501(C)(3) 509(A)(1) | FOR ANNUAL NATIVITY PAGEANT. | $2,500 | |
| NISWONGER PERFORMING ARTS CENTER | ||||||||
| PO BOX 727 | GREENEVILLE | TN | 37744 | N/A | 501(C)(3) 509(A)(1) | TO PROMOTE THE PERFORMING ARTS IN AND AROUND THE GREENEVILLE AREA BY BRINGING IN VARIETY OF ARTISTS TO PERFORM | $10,000 | |
| PEABODY ESSEX MUSEUM INC | ||||||||
| 161 ESSEX STREET | 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. | $20,000 | |
| PELLISIPPI 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. | $50,000 | |
| PROVISION HEALTHCARE FOUNDATION | ||||||||
| 1450 DOWELL SPGS BLVD STE 250 | KNOXVILLE | TN | 37909 | N/A | 501(C)(3) 509(A)(1) | TO SERVE AND SUPPORT HEALTH AND WELLNESS IN EAST TENNESSEE. | $25,000 | |
| RACHEL'S 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 | $10,500 | |
| RANDOM ACTS OF FLOWERS | ||||||||
| PO BOX 27817 | KNOXVILLE | TN | 37927 | N/A | 501(C)(3) 509(A)(1) | RECYCLES AND REPURPOSES FLOWERS BY ENGAGING DEDICATED VOLUNTEER TEAMS TO DELIVER BEAUTIFUL BOUQUETS AND MOMENTS OF KINDNESS TO INDIVIDUALS IN HEALTHCARE FACILITIES ACROSS THE COUNTRY. | $1,000 | |
| RESTORATION HOUSE OF EAST TENNESSEE | ||||||||
| 8912 TOWN AND COUNTRY CIRCLE SUITE | 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 OPPORUNITY TO RESTORE LIFE'S FOUR KEY RELATIONSHIPS THROUGH A PERSONALIZED, GUIDED PLAN. | $25,000 | 2 |
| SALVATION ARMY | ||||||||
| 409 N BROADWAY | KNOXVILLE | TN | 37917 | N/A | 501(C)(3) 509(A)(1) | TO PREACH THE GOSPEL OF JESUS CHRIST AND TO MEET HUMAN NEEDS IN HIS NAME WITHOUT DICRIMINATION. | $11,000 | |
| SCONSET TRUST INC | ||||||||
| PO BOX 821 | SIASCONSET | MA | 02564 | N/A | 501(C)(3) 509(A)(1) | FOR THE COFFIN LAND CAMPAIGN. | $20,000 | |
| 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. | $30,500 | |
| SENIOR CITIZENS HOME ASSISTANCE CENTER | ||||||||
| PO BOX 3025 | KNOXVILLE | TN | 37927 | N/A | 501(C)(3) 509(A)(1) | TO ENABLE THE FRAIL ELDERLY OR DISABLED TO HAVE THE HIGHEST QUALITY OF LIFE POSSIBLE. | $12,500 | |
| 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. | $10,000 | |
| SHANNONDALE ELEMENTARY FOUNDATION | ||||||||
| 5316 SHANNONDALE RD | KNOXVILLE | TN | 37918 | N/A | 501(C)(3) 509(A)(1) | TO SUPPORT ACADEMIC EXCELLENCE FOR ALL CHILDREN AT SHANNONDALE ELEMENTARY SCHOOL. | $5,000 | |
| SIGMA CHI FOUNDATION | ||||||||
| 1714 HINMAN AVENUE | EVANSTON | IL | 60201 | N/A | 501(C)(3) 509(A)(1) | TO PROMOTE HIGHER EDUCATION. | $10,000 | |
| 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. | $6,000 | |
| 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. | $110,000 | |
| 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. | $25,000 | |
| TENNESSEE HEALTH AND WELLNESS FOUNDATION | ||||||||
| 2220 SUTHERLAND AVE | KNOXVILLE | TN | 37919 | N/A | 501(C)(3) 509(A)(1) | TO ENCOURAGE AND ENABLE US TO IMPROVE OUR STATE'S HEALTH. | $25,000 | |
| TENNESSEE RESIDENCE FOUNDATION | ||||||||
| 312 ROSA L PARKS AVE | NASHVILLE | TN | 37243 | N/A | 501(C)(3) 509(A)(1) | PRESERVATION AND IMPROVEMENTS TO THE TENNESSEE EXECUTIVE RESIDENCE. | $25,000 | |
| TENNESSEE STAGE COMPANY | ||||||||
| PO BOX 1186 | KNOXVILLE | TN | 37901 | N/A | 501(C)(3) 509(A)(1) | TO ENHANCE THE CULTURAL LIFE OF THE COMMUNITY THROUGH PERFOMANCE AND EDUCATION WHILE PROVIDING PROFESSIONAL OPPORTUNITIES FOR REGIONAL ARTISTS. | $5,000 | |
| THE CANCER SUPPORT COMMUNITY EAST TENNESSEE | ||||||||
| 2230 SUTHERLAND AVE | KNOXVILLE | TN | 37919 | N/A | 501(C)(3) 509(A)(1) | TO HELP PEOPLE WITH CANCER AND THEIR LOVED ONES ENHANCE THEIR HEALTH AND WELL BEING BY PROVIDING A PROFESSIONAL PROGRAM OF EMOTIONAL SUPPORT, EDUCATION, AND HOPE. | $10,000 | |
| THE CROWN COLLEGE | ||||||||
| 2307 W BEAVER CREEK ROAD | POWELL | TN | 37849 | N/A | 501(C)(3) 509(A)(1) | TO PROVIDE A CHRIST-CENTERED BREADTH AND DEPTH TO EDUCATION. | $5,000 | |
| THE KENNEDY CENTER | ||||||||
| 2700 F ST NW | WASHINGTON | DC | 205660001 | N/A | 501(C)(3) 509(A)(1) | TO SERVE THE NATION AS A LEADER IN ARTS EDUCATION. | $25,000 | |
| THE LEUKEMIA AND LYMPHOMA SOCIETY | ||||||||
| 1311 MAMARONECK AVENUE SUITE 310 | WHITE PLAINS | NY | 10605 | N/A | 501(C)(3) 509(A)(1) | TO FIND CURES AND ENSURE ACCESS TO TREATMENTS FOR BLOOD CANCER PATIENTS. | $100 | |
| THE LORD'S CHILD | ||||||||
| PO BOX 6120 | SEVIERVILLE | TN | 37864 | N/A | 501(C)(3) 509(A)(1) | TO HELP ORPHANED AND IMPOVERISHED CHILDREN BTY SUPPLYING THEM MUCH NEEDED FOOD, CLOTHING, COATS, AND EVEN TOYS AT CHRISTMAS. | $1,000 | |
| THE MUSE OF KNOXVILLE - MUSEUM OF UNDERSTANDING SCIENCE & EXPLORATION | ||||||||
| PO BOX 30475 | KNOXVILLE | TN | 37930 | N/A | 501(C)(3) 509(A)(1) | TO BE A SOURCE OF INSPIRATION FOR THE KNOXVILLE COMMUNITY AND BEYOND. | $44,997 | |
| THE MUSICAL ARTS ASSOCIATION | ||||||||
| 11001 EUCLID AVE | CLEVELAND | OH | 44106 | N/A | 501(C)(3) 509(A)(1) | TO PROVIDE INSPIRATIONAL EXPERIENCE BY SERVING THE ART OF MUSIC AT THE HIGHEST LEVEL OF ARTISTIC EXCELLENCE. | $10,000 | |
| THE 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. | $10,000 | |
| 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. | $5,000 | |
| THE NEXT DOOR | ||||||||
| PO BOX 23336 | NASHVILLE | TN | 37202 | N/A | 501(C)(3) 509(A)(1) | TO HELP WOMEN IN CRISIS, EQUIPPING THEM TO DEVELOP LIVES OF WHOLENESS AND HOPE. | $20,000 | |
| THE PARTNERSHIP INITIATIVES FUND | ||||||||
| 17 MARKET SQ | KNOXVILLE | TN | 37902 | N/A | 501(C)(3) 509(A)(1) | TO BENEFIT THE KNOXVILLE COMMUNITY AND FOSTER ECONOMIC DEVELOPMENT. | $45,000 | |
| 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. | $1,387,482 | |
| THOMPSON CANCER SURVIVAL CENTER FOUNDATION | ||||||||
| 1915 WHITE AVENUE | KNOXVILLE | TN | 37916 | N/A | 501(C)(3) 509(A)(1) | TO PROVIDE FINANCIAL SUPPORT FOR THE THOMPSON CANCER SURVIVAL CENTER'S CHARITABLE, SCIENTIFIC, AND EDUCATIONAL ACTIVITIES. | $7,500 | |
| TN STATE COLLABORATIVE ON REFORMING EDUCATION | ||||||||
| 1207 18TH AVENUE SOUTH SUITE 326 | NASHVILLE | TN | 37212 | N/A | 501(C)(3) 509(A)(1) | TO ENSURE EVERY TENNESSEE STUDENT GRADUATES HIGH SCHOOL PREPARED FOR COLLEGE OR A CAREER AND TO MAKE TENNESSEE'S SCHOOLS A MODEL FOR THE NATION. | $18,750 | |
| 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. | $30,000 | |
| US FUND FOR UNICEF | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | N/A | 501(C)(3) 509(A)(1) | TO SERVE CHILDREN AND FAMILIES IN DEVELOPING COUNTRIES WORLDWIDE. | $30,000 | |
| UNITED WAY OF BRISTOL TENN VA INC | ||||||||
| 315 8TH ST | BRISTOL | TN | 37621 | N/A | 501(C)(3) 509(A)(1) | TO BRING TOGETHER RESOURCES TO HELP PEOPLE IN OUR COMMUNITY LIVE HEALTHY PRODUCTIVE LIVES. | $10,000 | |
| UNITED WAY OF GREATER CLEVELAND | ||||||||
| 1331 EUCLID AVE | CLEVELAND | OH | 44115 | N/A | 501(C)(3) 509(A)(1) | TO ADRESS HEALTH AND HUMAN SERVICE NEEDS THROUGH CONVENING PARTNERSHIPS, FUNDING PROGRAMS, GENERATING RESOURCES AND ADVOCATING FOR PUBLIC POLICY TO SUPPORT OUR COMMUNITY'S PRIORITIES | $25,000 | |
| 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. | $230,000 | |
| 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. | $180,000 | |
| VAIL MOUNTAIN SCHOOL | ||||||||
| 3000 BOOTH FALLS ROAD | VAIL | CO | 81657 | N/A | 501(C)(3) 509(A)(1) | MAINTENANCE OF EDUCATIONAL INSTITUTION PROPERTIES. | $20,000 | |
| 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. | $20,000 | |
| 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. | $25,000 | |
| WEARS VALLEY RANCH INC | ||||||||
| 3601 LYON SPRINGS RD | SEVIERVILLE | TN | 37862 | N/A | 501(C)(3) 509(A)(1) | TO PROVIDE A WONDERFUL HOME ENVIRONMENT, A CHRISTIAN EDUCATION, MINISTERING AND COUNSELING FOR ABUSED AND NEGLECTED CHILDREN, ADMITED FROM AGE 6 TO 14. | $5,000 | |
| WEBB SCHOOL OF KNOXVILLE | ||||||||
| 9800 WEBB SCHOOL DRIVE | KNOXVILLE | TN | 379233399 | N/A | 501(C)(3) 509(A)(1) | MAINTENANCE OF EDUCATIONAL INSTITUTION PROPERTIES. | $47,500 | |
| WESLEY HOUSE COMMUNITY CENTER | ||||||||
| 1719 REYNOLDS STREET | KNOXVILLE | TN | 37921 | N/A | 501(C)(3) 509(A)(1) | TO ANSWER THE NEEDS OF THE PREDOMINANTLY LOW-TO-MODERATE INCOME LEVEL CHILDREN WHO ARE LOCATED IN THE MLB COMMUNITIES AND SCHOOLS. | $10,000 | |
| WEST HIGH FOUNDATION | ||||||||
| PO BOX 10321 | KNOXVILLE | TN | 37939 | N/A | 501(C)(3) 509(A)(1) | TO MAINTAIN AND ENHANCE THE STANDARD OF EXCELLENCE IN EDUCATION FOR WEST HIGH SCHOOL, A PUBLIC SCHOOL IN KNOXVILLE, TN. | $8,750 | |
| 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. | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,712,030 | 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 | $389 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,201,053 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,048 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,148,201 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $83 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$49,990 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $83 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,301,701 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,301,784 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CYNTHIA A HASLAM BAILEY | ||||||
| 1 | 806 SCENIC DRIVE | KNOXVILLE | TN | 37919 | $250,000 | Yes (X) |
| JAMES A HASLAM III | ||||||
| 2 | 5020 LYONS VIEW PIKE | KNOXVILLE | TN | 37919 | $1,800,000 | Yes (X) |
| WILLIAM E HASLAM | ||||||
| 3 | 7112 SHERWOOD DRIVE | KNOXVILLE | TN | 37919 | $1,800,000 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS CALL WARRANT LIGHTHOUSE DIVERSIFIED | StockNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UBS MADISON DEARBORN FUND, LLC | FMV | $673,118 | $831,663 |
| UBS WP X ACCESS FUND, LLC | FMV | $650,710 | $861,320 |
| HALSAM FOUNDATIONS PARTNERSHIP | FMV | $93,732,743 | $99,199,235 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $1,000 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $20 | $0 | $20 |
| INVESTMENT EXPENSES | $330,745 | $330,745 | $0 |
| INSURANCE | $46,405 | $0 | $0 |
| NONDEDUCTIBLE EXPENSES | $1,757 | $0 | $0 |
| SECTION 59(E)(2) EXPENDITURES | $1,422 | $1,422 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MERRILL LYNCH AGGREGATION REMEDIATION | $2,048 | $2,048 | $2,048 |
| OTHER INVESTMENT INCOME | -$49,907 | -$49,907 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN | $25,267 | $25,267 | $0 |
| FEDERAL | $104,129 | $0 | $0 |
| STATE & LOCAL | $115,485 | $115,485 | $0 |
Comments