TENNESSEE HEALTH FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TENNESSEE HEALTH FOUNDATION INC (EIN 20-0298456)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-09-12
- IRS object ID
- 201442559349100614
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-09-12T16:02:50-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | LATTIMORE BLACK MORGAN & CAIN PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 CHESTNUT STREET SUITE 1100 | AddressLine1 |
| City | CHATTANOOGA | City |
| State | TN | State |
| ZIP Code | 37450 | 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 | 200298456 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TENNESSEE HEALTH FOUNDATION INC | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | CHATTANOOGA | City |
| State | TN | State |
| ZIP Code | 37402 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TREY WHITE | PersonNm |
| Person Title | CAO & CONTROLLER | PersonTitleTxt |
| Phone | 4235357163 | PhoneNum |
| Signature | 2014-09-12 | 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 |
| Preparation | 2014-09-12 | PreparationDt |
| 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 | $203,665,743 | 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 | $27,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,864 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $430,145 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,235,505 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,205,379 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,450,447 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $19,547,550 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $208,379 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $33,687,816 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,391,453 | 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 | $8,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,268 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,182 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $300,263 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $300,263 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $252,033 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $98,382 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $518,643 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $81,531 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $517,461 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,079,389 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $481,444 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $524,643 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,537,113 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,537,113 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,616,502 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $481,444 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,061,756 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,071,314 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,910,009 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $34,421 | CashEOYAmt |
| Cash EOYFMV | $34,421 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,340,087 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,258,198 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,258,198 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $153,725,995 | CorporateStockBOYAmt |
| Corporate Stock EOY | $190,771,218 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $190,771,218 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $4,783 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,601,906 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,601,906 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $164,070,865 | TotalAssetsBOYAmt |
| Total Assets EOY | $203,665,743 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $203,665,743 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,236 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $18,152 | AccountsPayableEOYAmt |
| Other Liabilities BOY | -$267 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | -$8,556 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,969 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,596 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $164,066,896 | UnrestrictedBOYAmt |
| Unrestricted EOY | $203,656,147 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $164,066,896 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $203,656,147 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $164,070,865 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $203,665,743 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $164,066,896 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $25,071,314 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,517,937 | OtherIncreasesAmt |
| Subtotal | $203,656,147 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $203,656,147 | 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 |
|---|---|---|---|
| CAPITAL GAIN ON CONTRIBUTED STOCKS | D | $12,838,884 | $12,838,884 |
| SILCHESTER ST CAPITAL GAINS | P | $156,391 | $156,391 |
| SILCHESTER LT CAP GAINS BOOK-TAX DIFFERENCE | P | $685,856 | $685,856 |
| SILCHESTER LT CAPITAL GAINS | P | $1,152,684 | $1,152,684 |
| MISCELLANEOUS OTHER INVESTMENTS | P | $335 | $335 |
| GAMMA ST CAPITAL GAINS | P | $45,064 | $45,064 |
| GAMMA LT CAPITAL GAINS | P | $370,908 | $370,908 |
| OTHER MARKETABLE SECURITIES GAINS | P | $4,297,428 | $4,297,428 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,547,550 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,107,244 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $132,433,040 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046116 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,278,257 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $115,203,888 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045817 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,246,999 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $103,465,432 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041048 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,194,354 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $87,277,228 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048058 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,302,145 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $88,399,801 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037355 | DistributionYr5Rt |
| Total Distribution | 0.218394 | TotalDistributionRt |
| Average Distribution | 0.043679 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $168,066,934 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,340,996 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $219,100 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,560,096 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,061,756 | 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 | $219,100 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $219,100 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $219,100 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $242,773 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $242,773 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $264 | EsPenaltyAmt |
| Overpayment | $23,409 | OverpaymentAmt |
| Applied To ES Tax | $23,409 | 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 | BCBST.COM/ABOUT/COMMUNITY/TN-HEALTH-FOUNDATION | 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 | AddressLine1 |
| City | CHATTANOOGA | City |
| State | TN | State |
| ZIP Code | 37402 | ZIPCode |
| 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 (19 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 |
|---|---|---|---|---|---|---|---|---|
| BETTY W DEVINNEY | ||||||||
| 1 CAMERON HILL CIRCLE | CHATTANOOGA | TN | 37402 | CHAIRPERSON | 1.00 | $0 | $0 | $0 |
| HERBERT H HILLIARD | ||||||||
| 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 |
| MARTY G DICKENS | ||||||||
| 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 | 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 |
| 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 |
| BRIAN STANA | ||||||||
| 1 CAMERON HILL CIRCLE | CHATTANOOGA | TN | 37402 | TREASURER | 1.00 | $0 | $0 | $0 |
| ALAINE ZACHARY | ||||||||
| 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 |
| T RALPH WOODARD JR | ||||||||
| 1 CAMERON HILL CIRCLE | CHATTANOOGA | TN | 37402 | CONTROLLER/CAO | 1.00 | $0 | $0 | $0 |
| CALVIN ANDERSON | ||||||||
| 1 CAMERON HILL CIRCLE | CHATTANOOGA | TN | 37402 | EXECUTIVE DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAWN WEBER | ||||||||
| 1 CAMERON HILL CIRCLE | CHATTANOOGA | TN | 37402 | FOUNDATION MANAGER | 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 88,000 CHILDREN AT ALMOST 200 SCHOOL SITES HAVE PARTICIPATED | Description1Txt |
| Expenses1 | $517,461 | 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 | $165,576,608 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,049,721 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $170,626,329 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $170,626,329 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,559,395 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $168,066,934 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,403,347 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,403,347 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $219,100 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $219,100 | TotalTaxAmt |
| Distributable Before Adj | $8,184,247 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,184,247 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,184,247 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,061,756 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,061,756 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $219,100 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,842,656 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,184,247 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,388,926 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,061,756 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,388,926 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,672,830 | 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 | $5,511,417 | 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 WEBER FOUNDATION MANAGER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CAMERON HILL CIRCLE | AddressLine1 |
| City | CHATTANOOGA | City |
| State | TN | State |
| ZIP Code | 37402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4235357163 | RecipientPhoneNum |
| Form And Info And Materials | WWW.BCBST.COM/ABOUT/COMMUNITY/TN-HEALTH-FOUNDATION/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSIONS MUST BE WITHIN 3 CYCLES: JAN,MAY,SEP | SubmissionDeadlinesTxt |
| Restrictions On Awards | WWW.BCBST.COM/ABOUT/COMMUNITY/TN-HEALTH-FOUNDATION/ | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AVERY TRACE MIDDLE SCHOOL | |||||||
| 230 RAIDER DR | COOKEVILLE | TN | 38501 | NONE | 509(A)(1) | SHAPE THE STATE GRANT WINNER | $1,000 |
| BURCHFIELD SCHOOL | |||||||
| 1112 W 3RD AVENUE | ONEIDA | TN | 37841 | NONE | 509(A)(1) | SHAPE THE STATE GRANT WINNER | $1,000 |
| CHILHOWEE MIDDLE SCHOOL | |||||||
| 216 SCHOOLHOUSE HILL ROAD | BENTON | TN | 37307 | NONE | 509(A)(1) | SHAPE THE STATE GRANT WINNER | $1,000 |
| COMMUNITY FOUNDATIONREGIONAL OBSTETRICAL CONSULTANTS | |||||||
| 902 MCCALLIE AVE | CHATTANOOGA | TN | 37403 | NONE | 509(A)(1) | STORC - SOLUTIONS TO OBSTETRICS IN RURAL COUNTIES PROGRAM | $617,074 |
| COUNTRY MUSIC HALL OF FAME AND MUSEUM | |||||||
| 222 FIFTH AVENUE SOUTH | NASHVILLE | TN | 37203 | NONE | 509(A)(1) | BCBST LEARNING LAB | $100,000 |
| DICKSON COMMUNITY CLINIC | |||||||
| 111 HIGHWAY 70 E | DICKSON | TN | 37055 | NONE | 509(A)(1) | VOLUNTEER CLINIC SUPPORT | $3,000 |
| DYER SCHOOL | |||||||
| 322 E COLLEGE STREET | DYER | TN | 38330 | NONE | 509(A)(1) | SHAPE THE STATE GRANT WINNER | $1,000 |
| EAST NASHVILLE MAGNET SCHOOL | |||||||
| 110 GALLATIN STREET | NASHVILLE | TN | 37206 | NONE | 509(A)(1) | SHAPE THE STATE GRANT WINNER | $1,000 |
| EXCHANGE CLUB CARL PERKINS CENTER | |||||||
| PO BOX 447 | JACKSON | TN | 38302 | NONE | 509(A)(1) | TEAM BLUE BENEFICIARY - STATE-WIDE INITIATIVE | $10,000 |
| FAITH FAMILY MEDICAL CLINIC | |||||||
| 326 21ST AVENUE NORTH | NASHVILLE | TN | 37205 | NONE | 509(A)(1) | VOLUNTEER CLINIC SUPPORT | $225,000 |
| FRIENDS IN NEED HEALTH CENTER INC | |||||||
| 1105 W STONE DR | KINGSPORT | TN | 37660 | NONE | 509(A)(1) | MATCHING GRANT PROJECT | $108,000 |
| GIRLS INC OF CHATTANOOGA | |||||||
| 709 SOUTH GREENWOOD AVENUE | CHATTANOOGA | TN | 37404 | NONE | 509(A)(1) | INFANT MORTALITY PUBLIC AWARENESS CAMPAIGN FOR TENNESSEE (IMPACT) PROGRAM | $50,497 |
| GOVERNORS FOUNDATION FOR HEALTH AND WELLNESS | |||||||
| 511 UNION ST SUITE 720 | NASHVILLE | TN | 37219 | NONE | 509(A)(1) | HEALTHIER TENNESSEE | $1,000,000 |
| GREENFIELD | |||||||
| 319 WEST MAIN STREET | GREENFIELD | TN | 38230 | NONE | 509(A)(1) | SHAPE THE STATE GRANT WINNER | $1,000 |
| HARDIN COUNTY MIDDLE SCHOOL | |||||||
| 299 LACEFIELD DR | SAVANNAH | TN | 38372 | NONE | 509(A)(1) | SHAPE THE STATE GRANT WINNER | $1,000 |
| HELEN ROSS MCNABB CENTER | |||||||
| 201 WEST SPRINGDALE AVENUE | KNOXVILLE | TN | 37917 | NONE | 509(A)(1) | GEOGRAPHIC EXPANSION - BEHAVIORAL HEALTH PROGRAMS | $83,333 |
| HOPE FAMILY HEALTH SERVICES 2 WESTMORELAND TN 37186 | |||||||
| 12124 TENNESSEE 52 | WESTMORELAND | TN | 37186 | NONE | 509(A)(1) | VOLUNTEER CLINIC SUPPORT | $6,000 |
| INTERFAITH HEALTH CLINIC | |||||||
| 315 GILL AVENUE | KNOXVILLE | TN | 37917 | NONE | 509(A)(1) | VOLUNTEER CLINIC SUPPORT | $8,000 |
| KNOXVILLE AREA PROJECT ACCESS | |||||||
| 115 SUBURBAN ROAD SOUTHWEST | KNOXVILLE | TN | 37923 | NONE | 509(A)(1) | EMERGENCY ROOM UTILIZATION INITIATIVE EXPANSION | $100,000 |
| KNOXVILLE NEWS SENTINEL CHARITIES INC | |||||||
| 2332 NEWS SENTINEL DR | KNOXVILLE | TN | 37921 | NONE | 509(A)(1) | FREE FLU SHOT SATURDAY PROGRAM | $60,000 |
| LEBONHEUR CHILDREN'S HOSPITAL | |||||||
| 50 N DUNLAP ST | MEMPHIS | TN | 38103 | NONE | 509(A)(1) | PEDIFLIGHT CRASH MEMORIAL DONATION | $10,500 |
| MEIGS MIDDLE SCHOOL | |||||||
| 564 N MAIN ST | DECATUR | TN | 37322 | NONE | 509(A)(1) | SHAPE THE STATE GRANT WINNER | $1,000 |
| METHODIST HEALTHCARE FOUNDATION | |||||||
| PO BOX 42048 | MEMPHIS | TN | 38174 | NONE | 509(A)(1) | SICKLE CELL CENTER OF MEMPHIS | $50,000 |
| MORRISON ELEMENTARY SCHOOL | |||||||
| 500 SOUTH FAIR STREET | MORRISON | TN | 37357 | NONE | 509(A)(1) | SHAPE THE STATE GRANT WINNER | $1,000 |
| MOUNTAIN STATES FOUNDATION | |||||||
| 2335 KNOB CREEK ROAD SUITE 101 | JOHNSON CITY | TN | 37604 | NONE | 509(A)(1) | COMMUNITY BENEFIT INITIATIVES | $250,000 |
| MTN HOPE GOOD SHEPHERD CLINIC | |||||||
| 312 PRINCE ST | SEVIERVILLE | TN | 37862 | NONE | 509(A)(1) | VOLUNTEER CLINIC SUPPORT | $8,000 |
| NATIONAL CIVIL RIGHTS MUSEUM MEMPHIS TN 38103 | |||||||
| 450 MULBERRY | MEMPHIS | TN | 38103 | NONE | 509(A)(1) | RENOVATION PROJECT | $100,000 |
| NEW CENTER ELEMENTARY | |||||||
| 2701 OLD NEWPORT HIGHWAY | SEVIERVILLE | TN | 37876 | NONE | 509(A)(1) | SHAPE THE STATE GRANT WINNER | $1,000 |
| NORRIS MIDDLE SCHOOL | |||||||
| 5 NORRIS SQUARE PO BOX 980 | NORRIS | TN | 37828 | NONE | 509(A)(1) | SHAPE THE STATE GRANT WINNER | $1,000 |
| NORTHEAST MIDDLE SCHOOL | |||||||
| 2665 CHRISTMASVILLE RD | JACKSON | TN | 38305 | NONE | 509(A)(1) | SHAPE THE STATE GRANT WINNER | $1,000 |
| ONE FUND BOSTON | |||||||
| PO BOX 990009 | BOSTON | MA | 02199 | NONE | 509(A)(1) | BOSTON BOMBING CONTRIBUTION | $10,000 |
| ORCHARD KNOB MIDDLE SCHOOL | |||||||
| 500 NORTH HIGHLAND PARK AVE | CHATTANOOGA | TN | 37840 | NONE | 509(A)(1) | SHAPE THE STATE GRANT WINNER | $1,000 |
| PETROS-JOYNER SCHOOL (K-8) | |||||||
| 125 PETROS-JOYNER SCHOOL ROAD | OLIVER SPRINGS | TN | 37840 | NONE | 509(A)(1) | SHAPE THE STATE GRANT WINNER | $1,000 |
| PRIMARY CARE & HOPE CLINIC MURFREESBORO TN 37129 | |||||||
| 1453A HOPE WAY | MURFREESBORO | TN | 37129 | NONE | 509(A)(1) | VOLUNTEER CLINIC SUPPORT | $6,000 |
| RICHARD HARDY MEMORIAL SCHOOL SOUTH PITTSBURG TN 37380 | |||||||
| 1620 HAMILTON AVENUE | SOUTH PITTSBURG | TN | 37380 | NONE | 509(A)(1) | SHAPE THE STATE GRANT WINNER | $1,000 |
| RIDGEVIEW PSYCHIATRIC CENTER | |||||||
| 110 NORTH TENNESSEE AVENUE | LAFOLLETTE | TN | 37766 | NONE | 509(A)(1) | MOTHERS AND INFANTS SOBER TOGETHER (MIST) PROGRAM | $145,228 |
| ROCKVALE MIDDLE | |||||||
| 6543 HWY 99 | ROCKVALE | TN | 37153 | NONE | 509(A)(1) | SHAPE THE STATE GRANT WINNER | $1,000 |
| RONALD MCDONALD HOUSE CHARITIES OF NASHVILLE | |||||||
| 2144 FAIRFAX AVENUE | NASHVILLE | TN | 37212 | NONE | 509(A)(1) | TEAM BLUE BENEFICIARY - STATE-WIDE INITIATIVE | $10,000 |
| RONALD MCDONALD HOUSE OF CHATTANOOGA | |||||||
| 200 CENTRAL AVENUE | CHATTANOOGA | TN | 37403 | NONE | 509(A)(1) | TEAM BLUE BENEFICIARY - STATE-WIDE INITIATIVE | $10,000 |
| RONALD MCDONALD HOUSE OF JOHNSON CITY | |||||||
| 418 N STATE OF FRANKLIN RD | JOHNSON CITY | TN | 37604 | NONE | 509(A)(1) | TEAM BLUE BENEFICIARY - STATE-WIDE INITIATIVE | $10,000 |
| RONALD MCDONALD HOUSE OF KNOXVILLE | |||||||
| 1705 W CLINCH AVE SW | KNOXVILLE | TN | 37916 | NONE | 509(A)(1) | TEAM BLUE BENEFICIARY - STATE-WIDE INITIATIVE | $10,000 |
| RONALD MCDONALD HOUSE OF MEMPHIS | |||||||
| 535 ALABAMA AVENUE | MEMPHIS | TN | 38105 | NONE | 509(A)(1) | TEAM BLUE BENEFICIARY - STATE-WIDE INITIATIVE | $10,000 |
| RUTHERFORD SCHOOL | |||||||
| 108 WEST KNOX STREET | RUTHERFORD | TN | 38369 | NONE | 509(A)(1) | SHAPE THE STATE GRANT WINNER | $1,000 |
| SHELBY COUNTY BOOKS FROM BIRTH | |||||||
| 5865 RIDGEWAY CENTER PKWY | MEMPHIS | TN | 37204 | NONE | 509(A)(1) | PROGRAM SUPPORT | $200,000 |
| SILOAM FAMILY HEALTH CENTER | |||||||
| 820 GALE LN | NASHVILLE | TN | 37204 | NONE | 509(A)(1) | VOLUNTEER CLINIC SUPPORT | $10,000 |
| SMYRNA MIDDLE SCHOOL | |||||||
| 712 HAZELWOOD DRIVE | SMYRNA | TN | 37167 | NONE | 509(A)(1) | SHAPE THE STATE GRANT WINNER | $1,000 |
| TN HOSPITAL EDUCATION & RESEARCH FDN | |||||||
| 500 INTERSTATE BLVD SOUTH | NASHVILLE | TN | 37210 | NONE | 509(A)(1) | TN SURGICAL QUALITY IMPROVEMENT PROJECT | $1,060,800 |
| UNIVERSITY OF MEMPHIS SCHOOL OF PUBLIC HEALTH | |||||||
| 106 ROBISON HALL | MEMPHIS | TN | 38152 | NONE | 509(A)(1) | FITKIDS PROGRAM | $275,000 |
| UNIVERSITY OF TN AT CHATTANOOGA SCHOOL OF NURSING | |||||||
| 615 MCCALLIE AVENUE DEPT 5605 | CHATTANOOGA | TN | 37403 | NONE | 509(A)(1) | GERONTOLOGY CHAIR, SCHOOL OF NURSING | $500,000 |
| UNIVERSITY OF TN | |||||||
| 62 SOUTH DUNLAP | MEMPHIS | TN | 38163 | NONE | 509(A)(1) | TEAMWORK-FOCUSED INTERDISCIPLINARY SIMULATIONS PROGRAM | $973,420 |
| UNIVERSITY OF TN | |||||||
| 910 MADISON AVE STE 827 | MEMPHIS | TN | 38163 | NONE | 509(A)(1) | BLUES PROJECT, PHASE III (HAMILTON CO & SHELBY CO) | $1,392,261 |
| URBAN LEAGUE OF CHATTANOOGA | |||||||
| 730 E MARTIN LUTHER KING BLVD | CHATTANOOGA | TN | 37411 | NONE | 509(A)(1) | FIT4LIFE PROGRAM | $100,000 |
| VOLUNTEERS IN MEDICINE | |||||||
| 5705 MARLIN RD | CHATTANOOGA | TN | 37729 | NONE | 509(A)(1) | VOLUNTEER CLINIC SUPPORT | $5,000 |
| WHITE OAK ELEMENTARY | |||||||
| 5634 WHITE OAK ROAD | DUFF | TN | 37729 | NONE | 509(A)(1) | SHAPE THE STATE GRANT WINNER | $1,000 |
| WINFREE BRYANT MIDDLE SCHOOL | |||||||
| 1213 LEEVILLE PIKE | LEBANON | TN | 38506 | NONE | 509(A)(1) | SHAPE THE STATE GRANT WINNER | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,537,113 | 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 | $1,864 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,235,505 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,450,447 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,687,816 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,687,816 | 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/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF TENNESSEE INC | |||||||
| 1 | 1 CAMERON HILL CIRCLE | CHATTANOOGA | TN | 374022520 | $299,849 | Yes (X) | |
| BLUECROSS BLUESHIELD OF TENNESSEE INC | |||||||
| 2 | 1 CAMERON HILL CIRCLE | CHATTANOOGA | TN | 374022520 | $26,700,151 | 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 | $26,700,151 | FairMarketValueAmt |
| Received | 2013-12-12 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT & TAX SERVICE EXP | CategoryTxt |
| Amt | $8,450 | Amt |
| Net Investment Income | $1,268 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,182 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990PF, PART XV | FORM 990PF, PART XVINFORMATION REGARDING FOUNDATION MANAGERS============================================================THE DIRECTORS AND OFFICERS OF THE FOUNDATION ARE DIRECTORSOR OFFICERS OR EMPLOYEES OF BLUECROSS BLUESHIELD OFTENNESSEE, INC., WHICH IS THEIR PRIMARY SUPPORTER ANDSUBSTANTIAL CONTRIBUTOR TO THE FOUNDATION. A LISTING OFTHESE INDIVIDUALS IS CONTAINED IN STATEMENT 11 FORFORM 990-PF |
| FORM 990PF, PART XV 3B | PART XV 3B - FUTURE CONTRIBUTIONS============================================================NO FUTURE COMMITMENTS CONSIDERED UNCONDITIONAL |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PIMCO TOTAL RETURN FD-INST | $12,331,944 | $12,331,944 |
| PIMCO BOND FUND | $24,400,651 | $24,400,651 |
| ISHARES S&P 500 INDEX FUNDS | $17,240,945 | $17,240,945 |
| ISHARES S&P SMALLCAP 600 | $10,339,740 | $10,339,740 |
| ISHARES MSCI EAFE ETF | $8,943,629 | $8,943,629 |
| AURORA OFFSHORE FD LTD II CL A | $19,696,203 | $19,696,203 |
| SELECTINVEST MULTISTRATEGY LTD | $426,231 | $426,231 |
| ABS OFFSHORE SPC GLOBAL PORT | $15,308,513 | $15,308,513 |
| SILCHESTER INT'L EQUITY TRUST | $33,818,282 | $33,818,282 |
| EATON VANCE PARAMETRIC TAX-MGD EMERGING MARKETS FUND | $16,252,892 | $16,252,892 |
| ISHARES BARCLAYS 0-5 YEAR TIPS | $14,117,750 | $14,117,750 |
| GAMMA CONVERTIBLE FUND | $12,506,304 | $12,506,304 |
| BABSON FLOATING RATE INCOME | $5,388,134 | $5,388,134 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED BOND INTEREST RECEIVABLE | $4,783 | $0 | $0 |
| EQ/MMF INTEREST RECEIVABLE | $0 | $1,906 | $1,906 |
| INVESTMENT RECEIVABLE | $0 | $4,600,000 | $4,600,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROGRAM SUPPORT | $517,461 | $0 | $517,461 |
| DUES | $500 | $0 | $0 |
| OTHER PASSTHROUGH INVESTMENT EXPENSES | $0 | $81,531 | $0 |
| MISCELLANEOUS EXPENSE | $187 | $0 | $0 |
| LATE FEES AND PENALTIES | $495 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN | Description |
| Amount | $14,517,937 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FRANCHISE & EXCISE TAX PAYABLE | Desc |
| BOY Book Value | -$267 | BOYBookValueAmt |
| EOY Book Value | -$8,556 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $300,263 | Amt |
| Net Investment Income | $300,263 | 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 | $322 | $0 | $0 |
| FOREIGN TAXES FROM PASS THROUGH | $0 | $98,382 | $0 |
| EXCISE TAX | $251,711 | $0 | $0 |
Comments