HASLAM FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HASLAM FAMILY FOUNDATION INC (EIN 62-1692007)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201313189349101231
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T15:15:03-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 621873897 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEINER & ELLIS PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 621692007 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | HASL | NameControl |
| Phone | 8652123800 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J TODD ELLIS | Name |
| Title | PRESIDENT | Title |
| Phone | 8652123800 | Phone |
| Date Signed | 2013-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AARON J STEINER CPA | Name |
| PTIN | P00286532 | PTIN |
| Phone | 8652123800 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 91045018 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3850000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 584 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 584 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1615463 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1611414 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 3495245 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 117020 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3495245 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -10015 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | -9807 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 8951277 | TotalRevenueAndExpenses |
| Total Net Investment Income | 5097436 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 33504 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 33504 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 10000 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 10000 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 3739 | InterestRevAndExpnss |
| Interest Net Invst Incm | 3739 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 141644 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 95644 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 534799 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 488044 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 315 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 723686 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 620931 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 10315 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 4342651 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 4342651 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 5066337 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 620931 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 4352966 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 3884940 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 4476505 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 691538 | CashBOY |
| Cash EOY | 574810 | CashEOY |
| Cash EOYFMV | 574810 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 96568 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 241504 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 241504 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 750000 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 750000 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 7500 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 79355070 | InvestmentsOtherBOY |
| Investments Other EOY | 83221902 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 90221204 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 80893176 | TotalAssetsBOY |
| Total Assets EOY | 84788216 | TotalAssetsEOY |
| Total Assets EOYFMV | 91045018 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 80893176 | RetainedEarningsBOY |
| Retained Earnings EOY | 84788216 | RetainedEarningsEOY |
| Total Net Assets BOY | 80893176 | TotalNetAssetsBOY |
| Total Net Assets EOY | 84788216 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 80893176 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 84788216 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 80893176 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 3884940 | ExcessOfRevenueOverExpenses |
| Other Increases | 10100 | OtherIncreases |
| Subtotal | 84788216 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 84788216 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Gross Sales PriceGrossSalesPrice |
|---|---|---|---|---|
| FROM K-1 - HASLAM FOUNDATIONS PARTNERSHIP | P | 3378260 | 3378260 | |
| LITIGATION SETTLEMENT-BRISTOL MYERS | 73 | 73 | ||
| FROM K-1 - UBS MADISON DEARBORN FUND, LLC | P | -108 | -108 | |
| CAPITAL GAINS DIVIDENDS | P | 117020 | 117020 | 117020 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3495245 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 4106150 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 83755213 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.049026 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 3741834 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 74103340 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.050495 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2714786 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 50342805 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.053926 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2604581 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 38749193 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.067216 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 2370161 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 41382261 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.057275 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.277938 | TotalDistributionRatio |
| Average Distribution Ratio | 0.055588 | AverageDistributionRatio |
| Net Noncharitable Assets | 85969722 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 4778885 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 44765 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 4823650 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 4352966 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 89530 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 89530 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 89530 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 68814 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 95000 | TaxPaidWithExtension |
| Total Credits And Payments | 163814 | TotalCreditsAndPayments |
| Overpayment | 74284 | Overpayment |
| Amount Credited To Next Year | 74284 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | TN | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | STEINER ELLIS PLLC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8652123800 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO PROGRAM RELATED INVESTMENTS DURING THE CURRENT TAX YEAR. | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 86952797 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 326109 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 87278906 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 87278906 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1309184 | CashDeemedCharitable |
| Net Noncharitable Assets | 85969722 | NetNoncharitableAssets |
| Minimum Investment Return | 4298486 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 4298486 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 89530 | TaxBasedOnInvestmentIncome |
| Total Tax | 89530 | TotalTax |
| Distributable Amount Before Adj | 4208956 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 4208956 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 4208956 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 4352966 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 4352966 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 4352966 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 4208956 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 372488 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 675969 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 215917 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 122355 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 1386729 | TotalExcessDistriCarryover |
| Qualifying Distributions | 4352966 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 4208956 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 144010 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1530739 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 372488 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1158251 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 675969 | ExcessFromYear4 |
| Excess From Year3 | 215917 | ExcessFromYear3 |
| Excess From Year2 | 122355 | ExcessFromYear2 |
| Excess From Current Year | 144010 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES A HASLAM II | ContributingManager |
| Contributing Manager | JAMES A HASLAM III | ContributingManager |
| Contributing Manager | WILLAM E HASLAM | ContributingManager |
| Contributing Manager | ANN HASLAM BAILEY | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | TODD ELLIS | RecipientName |
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 Number | 8652123800 | RecipientPhoneNumber |
| Form And Info And Materials | WRITTEN REQUEST STATING AMOUNT AND PURPOSE OF REQUEST, MOST RECENT AUDITED FINANCIAL STATEMENTS, COPY OF TAX EXEMPT RULING. | FormAndInfoAndMaterials |
| Submission Deadlines | JUNE 30 AND DECEMBER 31 | SubmissionDeadlines |
| Restrictions On Awards | ONLY TO TAX EXEMPT 501(C)(3) ORGANIZATIONS, PREFERENCE GIVEN TO ORGANIZATIONS IN THE EAST TENNESSEE AREA. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (88 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION INC | |||||||
| 4708 PAPERMILL DRIVE | KNOXVILLE | TN | 37909 | N/A | 501(C)(3) 509(A)(1) | TO BUILD HEALTHIER LIVES FREE OF CARDIOVASCULAR DISEASE AND STROKE, AMERICA'S NO. 1 AND NO. 3 KILLERS. | $25,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 2025 E ST | WASHINGTON | DC | 20006 | N/A | 501(C)(3) 509(A)(1) | TO PREVENT AND ALLEVIATE HUMAN SUFFERING IN THE FACE OF EMERGENCIES BY MOBILIZING THE POWER OF VOLUNTEERS AND THE GENEROSITY OF DONORS. | $5,000 |
| LIPSCOMB UNIVERSITY | |||||||
| ONE UNIVERSITY PARK DR | NASHVILLE | TN | 37204 | N/A | 501(C)(3) 509(A)(1) | FOR LEADERSHIP TENNESSEE | $25,000 |
| 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. | $15,000 |
| ASSOCIATION FOR THE PRESERVATION OF THE TENNESSEE ANTIQUITIES | |||||||
| 110 LEAKE AVENUE | NASHVILLE | TN | 37205 | N/A | 501(C)(3) 509(A)(1) | TO PRESERVE AND MAINTAIN HISTORIC SITES THAT PLAY AN IMPORTANT ROLE IN TENNESSEE'S RICH CULTURAL HERITAGE. | $2,500 |
| BLOOD WATER MISSION INC | |||||||
| PO BOX 60381 | NASHVILLE | TN | 37206 | N/A | 501(C)(3) 509(A)(2) | TO ADDRESS THE HIV/AIDS AND WATER CRISES. | $10,000 |
| 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 |
| 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 |
| 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. | $40,000 |
| WELLNESS COMMUNITY EAST-TENNESSEE INC | |||||||
| 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. | $20,000 |
| 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. | $5,000 |
| CHATTANOOGA CHRISTIAN COMMUNITY FOUNDATION | |||||||
| 736 MARKET ST STE 700 | CHATTANOOGA | TN | 37412 | N/A | 501(C)(3) 509(A)(1) | TO SERVE DONORS, MINISTRIES, AND LEGAL AND FINANCIAL ADVISORS IN THE GREATER CHATTANOOGA AREA. | $14,500 |
| 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 |
| CHILD AND FAMILY TENNESSEE | |||||||
| 901 EAST SUMMIT HILL DRIVE | KNOXVILLE | TN | 37915 | N/A | 501(C)(3) 509(A)(1) | TO HELP PROVIDE A CONTINUUM OF SERVICES THAT ENHANCES FAMILY LIFE THROUGH PREVENTION, TREATMENT AND ADVOCACY. | $10,000 |
| CHURCH DYNAMICS INTERNATIONAL | |||||||
| 9625 MISSION GORGE RD B2-366 | SANTEE | CA | 92071 | N/A | 501(C)(3) 509(A)(1) | TO SERVE AND EMPOWER PASTORS AND CHURCH LEADERS TO EQUIP HEALTHY AND DYNAMIC REPRODUCTIVE CHURCHES GLOBALLY BY EVALUATING AND STRATEGIZING FOR SUCCESS. | $1,000 |
| CORNERSTONE FOUNDATION OF KNOXVILLE | |||||||
| 625 MARKET ST STE 1200 | KNOXVILLE | TN | 379022219 | N/A | 501(C)(3) 509(A)(3) | TO SERVE AS A CATALYST TO REACH OUR GOD-GIVEN POTENTIAL AS A COMMUNITY WITH FUNDING, ACTIVITIES, AND EFFECTIVE STRATEGIC ACTIONS FOCUSED ON THE GREATER KNOXVILLE GEOGRAPHIC AREA. | $2,000 |
| 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. | $120,000 |
| 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. | $138,750 |
| 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 |
| 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 |
| 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 | $16,000 |
| FORT LOUDOUN LAKE ASSOCIATION | |||||||
| 956 VOLUNTEER LANDING LANE | KNOXVILLE | TN | 37915 | N/A | 501(C)(3) 509(A)(2) | TO GIVE PEOPLE WHO LIVE, WORK AND RECREATE ON FORT LOUDOUN LAKE A VOICE IN PROTECTING AND ENHANCING THE ECONOMIC BENEFITS AND QUALITY OF LIFE VALUES OF CLEAN WATER. | $5,000 |
| 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. | $32,500 |
| THE GARDEN CLUB OF NASHVILLE | |||||||
| PO BOX 50608 | NASHVILLE | TN | 37205 | N/A | 501(C)(3) 509(A)(2) | TO PROMOTE GARDENING. | $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. | $100,000 |
| 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. | $5,000 |
| 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. | $35,000 |
| 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 | $40,000 |
| 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. | $25,000 |
| 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 |
| 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. | $35,000 |
| 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 |
| INTERVARSITY CHRISTIAN FELLOWSHIP | |||||||
| PO BOX 7895 | MADISON | WI | 53707 | N/A | 501(C)(3) 509(A)(2) | ESTABLISHES AND ADVANCES WITNESSING COMMMUNITIES OF STUDENTS AND FACULTY ON U.S. COLLEGE CAMPUSES. | $2,500 |
| 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 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | N/A | 501(C)(3) 509(A)(1) | TO FIND A CURE FOR DIABETES THROUGH THE SUPPORT OF RESEARCH. JDRF IS ALSO COMMITTED TO DEVELOPING NEW AND BETTER TREATMENTS THAT IMPROVE THE LIVES OF PEOPLE WITH TYPE 1 DIABETES IN THE NEAR TERM AND KEEP THEM HEALTHY WHILE WE ADVANCE TOWARD A CURE. | $2,500 |
| 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. | $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. | $75,000 |
| KNOXVILLE SYMPHONY FOUNDATION | |||||||
| 100 S GAY STREET SUITE 302 | KNOXVILLE | TN | 37902 | N/A | 501(C)(3) 509(A)(3) | TO DEVELOP AND MAINTAIN A SYMPHONY ORCHESTRA OF THE HIGHEST ARTISTIC STANDARDS AND TO REACH EAST TENNESSEE AUDIENCES OF ALL AGES. | $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. | $25,000 |
| KNOXVILLE ZOOLOGICAL PARK INC | |||||||
| PO BOX 6040 | KNOXVILLE | TN | 37914 | N/A | 501(C)(3) 509(A)(2) | MAINTENANCE OF ZOOLOGICAL GARDENS. | $50,000 |
| 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. | $15,000 |
| 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. | $25,000 |
| 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 |
| MARCH OF DIMES FOUNDATION | |||||||
| 1275 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | N/A | 501(C)(3) 509(A)(1) | FOCUSES ON BIRTH DEFECTS, LOW BIRTH WEIGHT AND INFANT DEATH. | $5,000 |
| 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 |
| MINISTRY OF THE LAITY | |||||||
| 5008 LONAS ROAD | KNOXVILLE | TN | 37909 | N/A | 501(C)(3) 509(A)(1) | TO PROMOTE CHRISTIANITY. | $10,000 |
| 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 |
| 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 |
| 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 |
| ARROWMONT SCHOOL OF ART AND CRAFTS | |||||||
| 556 PARKWAY | GATLINBURG | TN | 37738 | N/A | 501(C)(3) 509(A)(1) | DEVOTED TO THE ENCOURAGEMENT, EDUCATION, AND UNDERSTANDING OF EXCELLENCE IN CREATIVE ARTS AND CRAFTS. | $5,000 |
| PROMISE TO PROTECT | |||||||
| PO BOX 27451 | KNOXVILLE | TN | 37927 | N/A | 501(C)(3) 509(A)(1) | THE PROTECTION OF CHILDREN. | $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 | $10,000 |
| 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. | $30,000 |
| 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 |
| SIGMA CHI FOUNDATION | |||||||
| 1714 HINMAN AVENUE | EVANSTON | IL | 60201 | N/A | 501(C)(3) 509(A)(1) | TO PROMOTE HIGHER EDUCATION. | $10,000 |
| SOAR YOUTH MINISTRIES | |||||||
| 1317 CONNECTICUT AVENUE | KNOXVILLE | TN | 37921 | N/A | 501(C)(3) 509(A)(1) | TO PROVIDE BIBLE CLASSES, EDUCATIONAL CLASSES AND RECREATIONAL ACTIVITIES TO ELEMENTARY SCHOOL AND MIDDLE SCHOOL AGE INNER-CITY YOUTH. | $10,000 |
| 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 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 |
| THE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE | |||||||
| 3833 CLEGHORN AVENUE SUITE 400 | NASHVILLE | TN | 37215 | N/A | 501(C)(3) 509(A)(1) | TO HELP PEOPLE HELP OTHERS THROUGH TAILORED CHARITABLE GIVING. | $25,000 |
| 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. | $75,000 |
| KNOXVILLE CHILDRENS MUSEUM INC | |||||||
| 12804 PECOS ROAD | KNOXVILLE | TN | 37934 | N/A | 501(C)(3) 509(A)(1) | TO BE A SOURCE OF INSPIRATION FOR THE KNOXVILLE COMMUNITY AND BEYOND. | $30,003 |
| THE NASHVILLE SYMPHONY ASSOCIATION | |||||||
| ONE SYMPHONY PLACE | NASHVILLE | TN | 37201 | N/A | 501(C)(3) 509(A)(1) | TO ACHIEVING THE HIGH STANDARD FOR EXCELLENCE IN MUSICAL PERFORMANCE AND EDUCATIONAL PROGRAMS, WHILE ENGAGING THE COMMUNITY, ENRICHING AUDIENCES AND SHAPING CULTURAL LIFE. | $5,000 |
| 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. | $15,000 |
| 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. | $1,805,797 |
| 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. | $5,000 |
| 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 |
| 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 |
| 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 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. | $190,000 |
| 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. | $155,000 |
| 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. | $25,000 |
| VAIL MOUNTAIN SCHOOL | |||||||
| 3000 BOOTH FALLS ROAD | VAIL | CO | 81657 | N/A | 501(C)(3) 509(A)(1) | MAINTENANCE OF EDUCATIONAL INSTITUTION PROPERTIES. | $10,000 |
| 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. | $15,000 |
| WC TWO | |||||||
| 2351 DANDRIDGE AVENUE | KNOXVILLE | TN | 37915 | N/A | 501(C)(3) 509(A)(1) | TO HAVE A POSITIVE IMPACT ON THE LIVES OF YOUNG PEOPLE BY CREATING AFFORDABLE & ACCESSIBLE GOLF FACILITIES . | $20,000 |
| WEBB SCHOOL OF KNOXVILLE | |||||||
| 9800 WEBB SCHOOL DRIVE | KNOXVILLE | TN | 379233399 | N/A | 501(C)(3) 509(A)(1) | MAINTENANCE OF EDUCATIONAL INSTITUTION PROPERTIES. | $22,500 |
| 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. | $39,850 |
| 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 |
| 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. | $50,000 |
| FROM UBS WP X ACCESS K-1 | |||||||
| 1285 AVENUE OF THE AMERICAS | NEW YORK | NY | 10019 | N/A | N/A | N/A | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 4342651 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $584 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,615,463 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 523000 | BusinessCode |
| Exclusion Code | 14 | ExclusionCode |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 523000 | BusinessCode |
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $3,495,245 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INVESTMENT INCOME | Description |
| Business Code | 523000 | BusinessCode |
| Unrelated Business Income | -$208 | UnrelatedBusinessIncomeAmount |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | -$9,807 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | -$208 | UnrelatedBusinessIncomeAmount |
| Exclusion | $5,101,485 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 5101277 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | CYNTHIA A HASLAM BAILEY | 806 SCENIC DRIVE | KNOXVILLE | TN | 37919 | 250000 | X |
| 2 | JAMES A HASLAM III | 5020 LYONS VIEW PIKE | KNOXVILLE | TN | 37919 | 1800000 | X |
| 3 | WILLIAM E HASLAM | 7112 SHERWOOD DRIVE | KNOXVILLE | TN | 37919 | 1800000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $33,504 | Amount |
| Net Investment Income | 33504 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | UBS CALL WARRANT LIGHTHOUSE DIVERSIFIED | NameOfStock |
| EOY Book Value | 750000 | EOYBookValue |
| EOYFMV | 7500 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| UBS MADISON DEARBORN FUND, LLC | FMV | 767431 | 858303 |
| UBS WP X ACCESS FUND, LLC | FMV | 820156 | 976197 |
| HALSAM FOUNDATIONS PARTNERSHIP | FMV | 81634315 | 88386704 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | 20 | 0 | 20 |
| INVESTMENT EXPENSES | 486420 | 486420 | 0 |
| INSURANCE | 46405 | 0 | 0 |
| OFFICE SUPPLIES | 259 | 0 | 259 |
| BANK CHARGES | 36 | 0 | 36 |
| NONDEDUCTIBLE EXPENSES FROM PASSTHROUGH | 35 | 0 | 0 |
| SECTION 59(E)(2) EXPENDITURES | 1624 | 1624 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INVESTMENT INCOME | Description |
| Revenue And Expenses Per Books | -10015 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | -10015 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER EXPENSE ADJUSTMENT | Description |
| Amount | $10,100 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | Category |
| Amount | $10,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 10000 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN | $9,338 | 9338 | 0 |
| FEDERAL | $46,000 | 0 | 0 |
| STATE & LOCAL | $86,306 | 86306 | 0 |
Comments