HASLAM FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HASLAM FAMILY FOUNDATION INC (EIN 62-1692007)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201213209349101561
- Schema version
- 2011v1.2
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- 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 | 2012-11-15T14:08:48-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 SUITE 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 | 2011-01-01 | 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 | DIRECTOR, TREASURER | Title |
| Phone | 8652123800 | Phone |
| Date Signed | 2012-11-14 | 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 | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 83189619 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 4000000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1126 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1126 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1893610 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1893255 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1704212 | NetGainSaleAssetsRevAndExpnss |
| Capital Gain Net Incm Net Invst Incm | 1704212 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 37186 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 36950 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 7636134 | TotalRevenueAndExpenses |
| Total Net Investment Income | 3635543 | 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 |
| Legal Fees Rev And Expnss | 884 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 884 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 36696 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 36696 | 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 | 1823 | InterestRevAndExpnss |
| Interest Net Invst Incm | 1823 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 264072 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 112072 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 353753 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 306863 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 200 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 667228 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 458338 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 10200 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 4095950 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 4095950 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 4763178 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 458338 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 4106150 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 2872956 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 3177205 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 408052 | CashBOY |
| Cash EOY | 691538 | CashEOY |
| Cash EOYFMV | 691538 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 42 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 96568 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 96568 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Rcvbl BOY | 940123 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 0 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 0 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Corp Stock BOY | 750000 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 750000 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 45000 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 75918553 | InvestmentsOtherBOY |
| Investments Other EOY | 79355070 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 82356513 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 78016770 | TotalAssetsBOY |
| Total Assets EOY | 80893176 | TotalAssetsEOY |
| Total Assets EOYFMV | 83189619 | 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 | 78016770 | RetainedEarningsBOY |
| Retained Earnings EOY | 80893176 | RetainedEarningsEOY |
| Total Net Assets BOY | 78016770 | TotalNetAssetsBOY |
| Total Net Assets EOY | 80893176 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 78016770 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 80893176 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 78016770 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 2872956 | ExcessOfRevenueOverExpenses |
| Other Increases | 3550 | OtherIncreases |
| Subtotal | 80893276 | Subtotal |
| Other Decreases | 100 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 80893176 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|
| FROM K-1 - HASLAM FOUNDATIONS PARTNERSHIP | P | 1663932 | 1663932 |
| FROM K-1 - UBS MADISON DEARBORN FUND, LLC | P | 36357 | 36357 |
| FROM K-1 - WP X ACCESS FUND, L.L.C. | P | 2881 | 2881 |
| LITIGATION SETTLEMENT - LUCENT | 18 | 18 | |
| LITIGATION SETTLEMENT - TYCO INC. | 118 | 118 | |
| LITIGATION SETTLEMENT - SCHERING PLOUGH | 906 | 906 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1704212 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 3741834 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 74103340 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.050495 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2714786 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 50342805 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.053926 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2604581 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 38749193 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.067216 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2370161 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 41382261 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.057275 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1897671 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 34102561 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.055646 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.284558 | TotalDistributionRatio |
| Average Distribution Ratio | 0.056912 | AverageDistributionRatio |
| Net Noncharitable Assets | 83755213 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 4766677 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 31772 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 4798449 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 4106150 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 63544 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 63544 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 63544 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 86358 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 46000 | TaxPaidWithExtension |
| Total Credits And Payments | 132358 | TotalCreditsAndPayments |
| Overpayment | 68814 | Overpayment |
| Amount Credited To Next Year | 68814 | 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 IN 2011 | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 83404889 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1625784 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 85030673 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 85030673 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1275460 | CashDeemedCharitable |
| Net Noncharitable Assets | 83755213 | NetNoncharitableAssets |
| Minimum Investment Return | 4187761 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 4187761 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 63544 | TaxBasedOnInvestmentIncome |
| Total Tax | 63544 | TotalTax |
| Distributable Amount Before Adj | 4124217 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 4124217 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 4124217 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 4106150 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 4106150 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 4106150 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 4124217 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 231273 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 372488 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 675969 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 215917 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 122355 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1618002 | TotalExcessDistriCarryover |
| Qualifying Distributions | 4106150 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 4106150 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 18067 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 18067 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1599935 | 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 | 213206 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1386729 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 372488 | ExcessFromYear4 |
| Excess From Year3 | 675969 | ExcessFromYear3 |
| Excess From Year2 | 215917 | ExcessFromYear2 |
| Excess From Year1 | 122355 | ExcessFromYear1 |
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 (90 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 | |||||||
| 4708 PAPERMILL DRIVE | KNOXVILLE | TN | 37909 | N/A | 501(C)(3) 509(A)(1) | TO BUILD HEALTHIER LIVES FREE OF CARDIOVASCULAR DISEASE AND STROKE, AMERICAS NO. 1 AND NO. 3 KILLERS. | $25,000 |
| APOSTLES ANGLICAN CHURCH | |||||||
| 1540 ROBINSON ROAD | KNOXVILLE | TN | 37923 | N/A | 501(C)(3) 509(A)(1) | TO ENABLE GRAHAM SHUYLER TO CONTINUE HIS WORK OF SPREADING THE GOSPEL TO UNDERPRIVILEGED YOUTH. | $10,000 |
| 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. | $30,000 |
| GOVERNOR WILLIAM BLOUNT MANSION ASSOCIATION | |||||||
| PO BOX 1703 | KNOXVILLE | TN | 37901 | N/A | 501(C)(3) 509(A)(1) | MAINTENANCE OF NATIONAL HISTORIC LANDMARK | $20,000 |
| BOY SCOUTS OF AMERICA MIDDLE TENNESSEE | |||||||
| 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. | $126,000 |
| CAMPBELL COUNTY CHILDREN'S CENTER | |||||||
| 2315 JACKSBORO PIKE | LAFOLLETTE | TN | 37766 | N/A | 501(C)(3) 509(A)(1) | TO PROVIDE A SAFE HAVEN FOR SEXUALLY AND PHYSICALLY ABUSED CHILDREN. | $1,000 |
| CEDAR SPRINGS PRESBYTERIAN CHURCH | |||||||
| 9132 KINGSTON PIKE | KNOXVILLE | TN | 37923 | N/A | 501(C)(3) 509(A)(3) | TO BRING THE GOSPEL OF CHRIST TO THE WORLD ABROAD AND THE WORLD WHICH SURROUNDS OUR HOMES AND COMMUNITIES | $15,000 |
| THE CENTER FOR LIVING AND LEARNING | |||||||
| PO BOX 50272 | NASHVILLE | TN | 37205 | N/A | 501(C)(3) 509(A)(1) | TO SUPPORT THE HOME FOR MENTALLY DISABLED ADULTS. | $5,000 |
| 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 |
| 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 |
| 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 TN CHAPTER NATIONAL FOOTBALL FOUNDATION & COLLEGE HALL OF FAME | |||||||
| PO BOX 7001 | CROSSVILLE | TN | 38557 | N/A | 501(C)(3) 509(A)(2) | TO SUPPORT THE EAST TENNESSEE CHAPTER OF THE NATIONAL FOOTBALL FOUNDATION'S PLAY IT SMART PROGRAM. | $10,000 |
| 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. | $10,000 |
| EAST TENNESSEE FOUNDATION | |||||||
| 625 MARKET STREET STE 1400 | KNOXVILLE | TN | 37902 | N/A | 501(C)(3) 509(A)(1) | IMAGINATION LIBRARY. | $15,000 |
| EAST TENNESSEE HISTORICAL SOCIETY | |||||||
| PO BOX 1629 | KNOXVILLE | TN | 379011629 | N/A | 501(C)(3) 509(A)(2) | PRESERVES, INTERPRETS, AND PROMOTES THE HISTORY OF TENNESSEE, FOCUSING ON EAST TENNESSEE. | $75,000 |
| 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 |
| 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. | $20,000 |
| 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 | $10,000 |
| FIRST CUMBERLAND PRESBYTERIAN CHURCH | |||||||
| 6900 NUBBIN RIDGE DRIVE | KNOXVILLE | TN | 37919 | N/A | 501(C)(3) 509(A)(1) | TO PROMOTE THE FAITH FOR THE FUTURE CAMPAIGN. | $5,000 |
| 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. | $10,000 |
| FREED-HARDEMAN UNIVERSITY | |||||||
| 158 E MAIN STREET | HENDERSON | TN | 383402399 | N/A | 501(C)(3) 509(A)(1) | TO PROVIDE EVERY STUDENT AN EDUCATION PERMEATED WITH DEDICATION TO MORAL AND SPIRITUAL VALUES, ACADEMIC EXCELLENCE, AND SERVICE IN A FRIENDLY, SUPPORTIVE ENVIRONMENT. | $7,500 |
| 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 |
| FRIST CENTER FOR THE VISUAL ARTS | |||||||
| 919 BROADWAY | NASHVILLE | TN | 37203 | N/A | 501(C)(3) 509(A)(1) | TO INSPIRE PEOPLE THROUGH ART TO LOOK AT THE WORLD IN NEW WAYS | $5,000 |
| GEORGE W BUSH FOUNDATION | |||||||
| 6116 NORTH CENTRAL EXPRESSWAY | DALLAS | TX | 75206 | 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 | 37917 | 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)(1) | TO SERVE AS A CATALYST, THINK TANK, INCUBATOR AND START-UP FUNDER FOR MAKING KNOX COUNTY SCHOOLS GLOBALLY COMPETITIVE. | $75,000 |
| GREAT SMOKY MOUNTAIN COUNCIL BOY SCOUTS OF AMERICA | |||||||
| PO BOX 51885 | KNOXVILLE | TN | 379501885 | N/A | 501(C)(3) 509(A)(3) | YOUTH ORGANIZATION DEDICATED TO DEVELOPING THE CITIZENSHIP, CHARACTER AND PERSONAL FITNESS OF ITS MEMBERS. | $50,000 |
| 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. | $40,000 |
| 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. | $10,000 |
| GREENBACK PUBLIC SCHOOL | |||||||
| 400 CHILHOWEE AVENUE | GREENBACK | TN | 37742 | N/A | 501(C)(3) 509(A)(1) | FOR STUDENTS TO STRIVE TO SUCCEED. | $1,000 |
| 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 | $30,000 |
| HELEN ROSS MCNABB MENTAL HEALTH FOUNDATION INC | |||||||
| 201 W SPRINGDALE AVENUE NE | KNOXVILLE | TN | 37917 | N/A | 501(C)(3) 509(A)(1) | 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. | $20,000 |
| HOMES OF LOVE | |||||||
| PO BOX 30675 | KNOXVILLE | TN | 37930 | N/A | 501(C)(3) 509(A)(2) | TO ESTABLISH AND MAINTAIN SMALL, PERMANENT , FAMILY-STRUCTURED HOMES FOR ORPHANED AND AT-RISK CHILDREN. | $10,000 |
| 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. | $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. | $10,000 |
| JONI AND FRIENDS | |||||||
| P O BOX 2222 | AKRON | OH | 443092222 | 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 | |||||||
| 120 WALL STREET 19TH FLOOR | NEW YORK | NY | 10005 | 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. | $10,000 |
| KNOX YOUTH SPORTS | |||||||
| PO BOX 10964 | KNOXVILLE | TN | 37939 | N/A | 501(C)(3) 509(A)(2) | TO BUILD THE CHARACTER OF THE CHILDREN OF KNOXVILLE THROUGH YOUTH SPORTS. | $20,000 |
| KNOXVILLE BOTANICAL GARDENS | |||||||
| 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. | $5,000 |
| KNOXVILLE CATHOLIC HIGH SCHOOL | |||||||
| 9245 FOX LONAS ROAD | KNOXVILLE | TN | 37923 | N/A | 501(C)(3) 509(A)(1) | DEDICATED TO TEACHING THE GOSPEL, IGNITING A LOVE OF LEARNING, AND NURTURING INDIVIDUAL GROWTH OF THE BODY, MIND, AND SPIRIT, AS STUDENTS ARE PREPARED TO BE DISCIPLES OF CHRIST. | $10,000 |
| KNOXVILLE MUSEUM OF ART | |||||||
| 1050 WORLDS FAIR PARK DRIVE | KNOXVILLE | TN | 37916 | 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 ORCHESTRA | |||||||
| PO BOX 360 | KNOXVILLE | TN | 379010360 | N/A | 501(C)(3) 509(A)(1) | TO DEVELOP AND MAINTAIN A SYMPHONY ORCHESTRA OF THE HIGHEST ARTISTIC STANDARDS AND TO REACH EAST TENNESSEE AUDIENCES OF ALL AGES. | $75,000 |
| KNOXVILLE ZOOLOGICAL PARK INC | |||||||
| PO BOX 6040 | KNOXVILLE | TN | 37914 | N/A | 501(C)(3) 509(A)(2) | MAINTENANCE OF ZOOLOGICAL GARDENS. | $50,000 |
| KNOX COUNTY COUNCIL ON AGING | |||||||
| PO BOX 51650 | KNOXVILLE | TN | 37950 | N/A | 501(C)(3) 509(A)(1) | TO STUDY THE NEEDS OF OLDER PERSONS AND THE RESOURCES TO MEET THOSE NEEDS. | $5,000 |
| LEADERSHIP KNOXVILLE | |||||||
| 17 MARKET SQUARE 201 | KNOXVILLE | TN | 37902 | N/A | 501(C)(3) 509(A)(1) | PROGRAMS AND PROJECTS THAT CONNECT KNOXVILLE'S URBAN AREAS TO THE REST OF THE CITY. | $14,300 |
| 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 CIT Y 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 |
| MARYVILLE COLLEGE | |||||||
| 502 EAST LAMAR ALEXANDER PARKWAY | MARYVILLE | TN | 37804 | N/A | 501(C)(3) 509(A)(1) | TO MAINTAIN EDUCATIONAL INSTITUTION PROPERTIES | $60,000 |
| MENTAL HEALTH ASSOCIATION OF EAST TENNESSEE | |||||||
| PO BOX 32731 | KNOXVILLE | TN | 379302731 | N/A | 501(C)(3) 509(A)(1) | TO PROMOTE MENTAL HEALTH AND 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. | $37,000 |
| 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. | $25,000 |
| 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 |
| ONE VISION INTERNATIONAL | |||||||
| PO BOX 20608 | KNOXVILLE | TN | 37940 | N/A | 501(C)(3) 509(A)(2) | MISSION TRIPS TO REACH PEOPLE WITH THE GOSPEL AND TO PROVIDE HUMANITARIAN AID. | $5,000 |
| PEABODY ESSEX MUSEUM | |||||||
| EAST INDIA SQUARE | 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, 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 |
| POINTS OF LIGHT INSTITUTE | |||||||
| 600 MEANS STREET NW SUITE 210 | ATLANTA | GA | 30318 | N/A | 501(C)(3) 509(A)(1) | TO INSPIRE, EQUIP, AND MOBILIZE PEOPLE TO TAKE ACTION THAT CHANGES THE WORLD. | $24,900 |
| 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 |
| THE SALVATION ARMY | |||||||
| PO BOX 669 | KNOXVILLE | TN | 379010669 | N/A | 501(C)(3) 509(A)(1) | TO PREACH THE GOSPEL OF JESUS CHRIST AND TO MEET HUMAN NEEDS IN HIS NAME WITHOUT DISCRIMINATION. | $11,000 |
| 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 AREA. | $30,000 |
| SENIOR CITIZENS HOME ASSISTANCE CENTER | |||||||
| PO BOX 3025 | KNOXVILLE | TN | 37927 | N/A | 501(C)(3) 509(A)(1) | TO ENABLE THE FAIL ELDERLY OR DISABLED TO HAVE THE HIGHEST QUALITY OF LIFE POSSIBLE. | $12,500 |
| SERTOMA CENTER | |||||||
| 1400 EAST FIFTH AVENUE | KNOXVILLE | TN | 37917 | N/A | 501(C)(3) 509(A)(1) | TO SERVE ADULTS WITH INTELLECTUAL DISABILITIES. | $5,000 |
| SHANNONDALE ELEMENTARY FOUNDATION | |||||||
| PO BOX 18211 | KNOXVILLE | TN | 37923 | N/A | 501(C)(3) 509(A)(1) | TO SUPPORT ACADEMIC EXCELLENCE FOR ALL CHILDREN AT SHANNONDALE ELEMENTARY SCHOOL. | $2,000 |
| SIGMA CHI FOUNDATION | |||||||
| 1714 HINMAN AVENUE | EVANSTON | IL | 60201 | N/A | 501(C)(3) 509(A)(1) | TO PROMOTE HIGHER EDUCATION. | $10,000 |
| SPIRITUAL HERITAGE KNOXVILLE | |||||||
| 1100 MARION ST STE 100 | KNOXVILLE | TN | 37921 | N/A | 501(C)(3) 509(A)(2) | TO PROMOTE CHRISTIAN EVENTS. | $25,000 |
| SHANGRI-LA THERAPEUTIC ACADEMY OF RIDING | |||||||
| 11800 HWY 11E | LENOIR CITY | TN | 37772 | N/A | 501(C)(3) 509(A)(1) | TO PROVIDE EDUCATIONAL, RECREATIONAL AND PHYSICALLY CHALLENGING THERAPEUTIC EXPERIENCES USING HORSE RELATED ACTIVITIES FOR PERSONS WITH DISABILITIES TO FOSTER PERSONAL GROWTH AND ACHIEVEMENT. | $2,500 |
| 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. | $100,000 |
| ST MARY'S EPISCOPAL SCHOOL | |||||||
| 60 S PERKINS RD | MEMPHIS | TN | 38117 | N/A | 501(C)(3) 509(A)(1) | TO ADVANCE ST. MARYS MISSION THROUGH RELATIONSHIP BUILDING, COMMUNICATION, AND THE ACQUISITION OF FINANCIAL RESOURCES FOR CURRENT AND FUTURE GENERATIONS OF GIRLS. | $25,000 |
| TENNESSEE PERFORMING ARTS CENTER | |||||||
| 505 DEADERICK STREET | NASHVILLE | TN | 37243 | N/A | 501(C)(3) 509(A)(2) | IN HONOR OF TED WELCH. | $2,500 |
| 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. | $23,750 |
| 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 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 |
| THE HERMITAGE | |||||||
| 4580 RACHELS LANE | NASHVILLE | TN | 37076 | N/A | 501(C)(3) 509(A)(1) | 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. | $5,000 |
| KALU GRACE FOUNDATION | |||||||
| PO BOX 32592 | KNOXVILLE | TN | 37930 | N/A | 501(C)(3) 509(A)(1) | TO PROVIDE FUNDING FOR DOMESTIC AND INTERNATIONAL ADOPTION INITIATIVES, AS WELL AS PROVIDING FUNDING FOR INITIATIVES SEEKING TO MINIMIZE AFRICA'S ORPHAN CRISIS. | $10,000 |
| 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. | $50,000 |
| THE NASHVILLE SYMPHONY ASSOCIATION | |||||||
| ONE SYMPHONY PLACE | NASHVILLE | TN | 37201 | N/A | 501(C)(3) 509(A)(2) | 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 NEXT DOOR | |||||||
| PO BOX 23336 | NASHVILLE | TN | 37202 | N/A | 501(C)(3) 509(S)(2) | TO HELP WOMEN IN CRISIS, EQUIPPING THEM TO DEVELOP LIVES OF WHOLENESS AND HOPE. | $15,000 |
| THOMPSON CANCER SURVIVAL CENTER FOUNDATION | |||||||
| 1915 WHITE AVENUE | KNOXVILLE | TN | 37916 | N/A | 501(C)(3) 509(A)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE THOMPSON CANCER SURVIVAL CENTER'S CHARITABLE, SCIENTIFIC, AND EDUCATIONAL ACTIVITIES. | $5,000 |
| 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. | $235,000 |
| 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. | $1,772,500 |
| 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 |
| 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 | 37901 | N/A | 501(C)(3) 509(A)(1) | TO SUPPORT THE CONSTRUCTION OF NEW BUILDINGS FOR KNOXVILLE'SHOMELESS. | $40,000 |
| WEBB SCHOOL OF KNOXVILLE | |||||||
| 9800 WEBB SCHOOL DRIVE | KNOXVILLE | TN | 379233399 | N/A | 501(C)(3) 509(A)(1) | MAINTENANCE OF EDUCATIONAL INSTITUTION PROPERTIES. | $37,500 |
| 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 |
| YMCA OF EAST TENNESSEE INC | |||||||
| 136 FOX ROAD | KNOXVILLE | TN | 37922 | N/A | 501(C)(3) 509(A)(2) | TO PROVIDE CULTURAL, EDUCATIONAL, RECREATIONAL AND PERSONAL DEVELOPMENT PROGRAMS. | $15,000 |
| 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) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 4095950 | 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 | $1,126 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,893,610 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 523000 | BusinessCode |
| Unrelated Business Income | $236 | UnrelatedBusinessIncomeAmount |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $36,950 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 523000 | BusinessCode |
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,704,212 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $236 | UnrelatedBusinessIncomeAmount |
| Exclusion | $3,635,898 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 3636134 | 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 | 500000 | X |
| 2 | JAMES A HASLAM III | 5020 LYONS VIEW PIKE | KNOXVILLE | TN | 37919 | 1750000 | X |
| 3 | WILLIAM E HASLAM | 7112 SHERWOOD DRIVE | KNOXVILLE | TN | 37919 | 1750000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $36,696 | Amount |
| Net Investment Income | 36696 | 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 | 45000 | 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 | 829975 | 806043 |
| UBS WP X ACCESS FUND, LLC | FMV | 821243 | 880845 |
| HALSAM FOUNDATIONS PARTNERSHIP | FMV | 77703852 | 80669625 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $884 | Amount |
| Net Investment Income | 884 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER EXPENSE ADJUSTMENT | Description |
| Amount | $100 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | 20 | 0 | 20 |
| INVESTMENT EXPENSES | 305089 | 305089 | 0 |
| INSURANCE | 46405 | 0 | 0 |
| NONDEDUCTIBLE EXPENSES FROM PASSTHROUGH | 285 | 0 | 0 |
| OFFICE SUPPLIES | 180 | 0 | 180 |
| SECTION 59 EXPENDITURES | 1774 | 1774 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| OTHER INVESTMENT INCOME | 36950 | 36950 | 36950 |
| OTHER INVESTMENT INCOME - UBTI | 236 | 0 | 236 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER EXPENSE ADJUSTMENT | Description |
| Amount | $3,550 | 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 | $17,778 | 17778 | 0 |
| FEDERAL | $152,000 | 0 | 0 |
| STATE & LOCAL | $94,294 | 94294 | 0 |
Comments