2012-11-15T14:08:48-06:00 2011-12-31 621873897 STEINER & ELLIS PLLC 5516 LONAS DRIVE SUITE 260 KNOXVILLE TN 37909 990PF 2011-01-01 621692007 THE HASLAM FAMILY FOUNDATION INC C/O STEINER & ELLIS PLLC HASL 8652123800 PO BOX 10146 KNOXVILLE TN 37939 J TODD ELLIS 8652123800 2012-11-14 1 AARON J STEINER CPA P00286532 8652123800 X 2011 2016-02-24 21:20:13Z X 83189619 X 4000000 1126 1126 1893610 1893255 1704212 1704212 37186 36950 7636134 3635543 0 0 0 884 884 0 36696 36696 0 10000 0 10000 1823 1823 0 264072 112072 0 353753 306863 200 667228 458338 10200 4095950 4095950 4763178 458338 4106150 2872956 3177205 408052 691538 691538 42 96568 96568 940123 0 0 750000 750000 45000 75918553 79355070 82356513 78016770 80893176 83189619 0 0 X 0 0 0 0 78016770 80893176 78016770 80893176 78016770 80893176 78016770 2872956 3550 80893276 100 80893176 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 1704212 0 3741834 74103340 0.050495 2714786 50342805 0.053926 2604581 38749193 0.067216 2370161 41382261 0.057275 1897671 34102561 0.055646 0.284558 0.056912 83755213 4766677 31772 4798449 4106150 63544 0 63544 0 63544 86358 46000 132358 68814 68814 0 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 0 0 0 0 1 N/A STEINER ELLIS PLLC 8652123800 5508 LONAS ROAD KNOXVILLE TN KNOXVILLE TN 37909 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES A HASLAM II PO BOX 10146 KNOXVILLE TN 379390146 0.00 0 0 0 JAMES A HASLAM III PO BOX 10146 KNOXVILLE TN 379390146 0.00 0 0 0 WILLAM E HASLAM PO BOX 10146 KNOXVILLE TN 379390146 0.00 0 0 0 NATALIE L HASLAM 1640 LYONS BEND ROAD KNOXVILLE TN 37919 0.00 0 0 0 ANN HASLAM BAILEY 806 SCENIC DRIVE KNOXVILLE TN 37919 0.00 0 0 0 J TODD ELLIS 5516 LONAS DRIVE STE 260 KNOXVILLE TN 37909 0.00 0 0 0 NONE 0 NONE 0 NO PROGRAM RELATED INVESTMENTS IN 2011 0 0 83404889 1625784 0 85030673 0 0 85030673 1275460 83755213 4187761 4187761 63544 63544 4124217 0 4124217 0 4124217 4106150 0 4106150 0 4106150 4124217 0 0 231273 372488 675969 215917 122355 1618002 4106150 0 0 0 4106150 0 18067 18067 1599935 0 0 0 0 0 0 213206 1386729 372488 675969 215917 122355 JAMES A HASLAM II JAMES A HASLAM III WILLAM E HASLAM ANN HASLAM BAILEY TODD ELLIS PO BOX 52206 KNOXVILLE TN 379502206 8652123800 WRITTEN REQUEST STATING AMOUNT AND PURPOSE OF REQUEST, MOST RECENT AUDITED FINANCIAL STATEMENTS, COPY OF TAX EXEMPT RULING. JUNE 30 AND DECEMBER 31 ONLY TO TAX EXEMPT 501(C)(3) ORGANIZATIONS, PREFERENCE GIVEN TO ORGANIZATIONS IN THE EAST TENNESSEE AREA. 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. 25000 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. 10000 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. 30000 GOVERNOR WILLIAM BLOUNT MANSION ASSOCIATION PO BOX 1703 KNOXVILLE TN 37901 N/A 501(C)(3) 509(A)(1) MAINTENANCE OF NATIONAL HISTORIC LANDMARK 20000 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. 5000 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. 126000 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. 1000 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 15000 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. 5000 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. 5000 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. 10000 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. 5000 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. 10000 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. 20000 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. 10000 EAST TENNESSEE FOUNDATION 625 MARKET STREET STE 1400 KNOXVILLE TN 37902 N/A 501(C)(3) 509(A)(1) IMAGINATION LIBRARY. 15000 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. 75000 ENSWORTH SCHOOL 7401 HIGHWAY 100 NASHVILLE TN 37221 N/A 501(C)(3) 509(A)(1) MAINTENANCE OF EDUCATIONAL INSTITUTION PROGRAMS AND PROPERTIES. 25000 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. 20000 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. 5000 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 10000 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. 5000 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. 10000 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. 7500 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. 30000 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 5000 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. 100000 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. 5000 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. 75000 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. 50000 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. 40000 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. 10000 GREENBACK PUBLIC SCHOOL 400 CHILHOWEE AVENUE GREENBACK TN 37742 N/A 501(C)(3) 509(A)(1) FOR STUDENTS TO STRIVE TO SUCCEED. 1000 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 30000 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. 25000 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. 20000 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. 10000 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. 5000 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. 10000 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. 15000 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. 10000 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. 20000 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. 5000 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. 10000 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. 50000 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. 75000 KNOXVILLE ZOOLOGICAL PARK INC PO BOX 6040 KNOXVILLE TN 37914 N/A 501(C)(3) 509(A)(2) MAINTENANCE OF ZOOLOGICAL GARDENS. 50000 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. 5000 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. 14300 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. 25000 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. 20000 MARYVILLE COLLEGE 502 EAST LAMAR ALEXANDER PARKWAY MARYVILLE TN 37804 N/A 501(C)(3) 509(A)(1) TO MAINTAIN EDUCATIONAL INSTITUTION PROPERTIES 60000 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. 5000 MINISTRY OF THE LAITY 5008 LONAS ROAD KNOXVILLE TN 37909 N/A 501(C)(3) 509(A)(1) TO PROMOTE CHRISTIANITY. 37000 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. 25000 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 10000 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. 5000 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. 20000 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. 50000 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. 24900 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 10000 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. 11000 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. 30000 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. 12500 SERTOMA CENTER 1400 EAST FIFTH AVENUE KNOXVILLE TN 37917 N/A 501(C)(3) 509(A)(1) TO SERVE ADULTS WITH INTELLECTUAL DISABILITIES. 5000 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. 2000 SIGMA CHI FOUNDATION 1714 HINMAN AVENUE EVANSTON IL 60201 N/A 501(C)(3) 509(A)(1) TO PROMOTE HIGHER EDUCATION. 10000 SPIRITUAL HERITAGE KNOXVILLE 1100 MARION ST STE 100 KNOXVILLE TN 37921 N/A 501(C)(3) 509(A)(2) TO PROMOTE CHRISTIAN EVENTS. 25000 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. 2500 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. 100000 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. 25000 TENNESSEE PERFORMING ARTS CENTER 505 DEADERICK STREET NASHVILLE TN 37243 N/A 501(C)(3) 509(A)(2) IN HONOR OF TED WELCH. 2500 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. 23750 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. 10000 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. 5000 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. 5000 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. 10000 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. 50000 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. 5000 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. 15000 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. 5000 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. 235000 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. 1772500 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 155000 VAIL MOUNTAIN SCHOOL 3000 BOOTH FALLS ROAD VAIL CO 81657 N/A 501(C)(3) 509(A)(1) MAINTENANCE OF EDUCATIONAL INSTITUTION PROPERTIES. 10000 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. 40000 WEBB SCHOOL OF KNOXVILLE 9800 WEBB SCHOOL DRIVE KNOXVILLE TN 379233399 N/A 501(C)(3) 509(A)(1) MAINTENANCE OF EDUCATIONAL INSTITUTION PROPERTIES. 37500 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 . 20000 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. 15000 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. 25000 4095950 0 14 1126 18 1893610 523000 236 14 36950 523000 18 1704212 236 3635898 0 3636134 0 0 0 0 0 0 0 0 0 0 X X 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 36696 36696 0 UBS CALL WARRANT LIGHTHOUSE DIVERSIFIED 750000 45000 UBS MADISON DEARBORN FUND, LLC FMV 829975 806043 UBS WP X ACCESS FUND, LLC FMV 821243 880845 HALSAM FOUNDATIONS PARTNERSHIP FMV 77703852 80669625 LEGAL 884 884 0 OTHER EXPENSE ADJUSTMENT 100 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 INVESTMENT INCOME 36950 36950 36950 OTHER INVESTMENT INCOME - UBTI 236 0 236 OTHER EXPENSE ADJUSTMENT 3550 CONSULTING 10000 0 10000 FOREIGN 17778 17778 0 FEDERAL 152000 0 0 STATE & LOCAL 94294 94294 0