2021-11-08T14:38:43-06:00 2020-12-31 570381582 ELLIOTT DAVIS LLCPLLC 629 MARKET STREET SUITE 100 CHATTANOOGA TN 37402 990PF 2020-01-01 620476283 BENWOOD FOUNDATION INC BENW 4232674311 736 MARKET STREET NO 1600 CHATTANOOGA TN 37402 SARAH MORGAN PRESIDENT 4232674311 2021-11-05 1 SARAH MORGAN 999009999 JANICE A RATICA P00358837 7043338881 2021-11-04 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 111560813 X X 157333 976940 5083788 25041226 9367537 277895 13650 5519016 10358127 236283 23628 0 371294 37129 334165 59567 5957 53610 700 70 630 19714 1971 17743 68862 59789 0 4234 423 130638 13064 117574 16977 1698 15279 258546 1012323 240208 1166815 1156052 779209 3712688 6202870 4879503 1156052 6982079 639513 9202075 59295 71690 71690 3124326 4371514 4371514 10438 10438 10438 94896896 100175200 100175200 600476 597989 2908 2487 2487 1270858 6929484 6929484 99364721 111560813 111560813 66124 61834 4725607 2255607 21716 30870 4813447 2348311 X 94551274 109212502 94551274 109212502 99364721 111560813 94551274 639513 14285960 109476747 264245 109212502 GAINS/LOSSES PER AUDITED FINANCIALS P 2020-01-01 2020-12-31 20757477 15673689 5083788 5083788 GAINS/LOSSES PER K-1'S P 2020-01-01 2020-12-31 4283749 4283749 4283749 9367537 127909 0 127909 0 127909 50200 0 0 0 50200 145 77854 0 0 0 0 0 0 0 0 1 1 0 1 1 TN DE 1 0 0 0 0 1 WWW.BENWOOD.ORG SARAH MORGAN 4232674311 736 MARKET ST STE 1600 CHATTANOOGA TN 37402 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WADE HINTON 736 MARKET SUITE STE 1600 CHATTANOOGA TN 37402 TRUSTEE 2.00 0 0 0 PAUL K BROCK JR 736 MARKET SUITE STE 1600 CHATTANOOGA TN 37402 TRUSTEE 2.00 0 0 0 WILLIAM H CHAPIN 736 MARKET SUITE STE 1600 CHATTANOOGA TN 37402 TRUSTEE 2.00 0 0 0 MARTHA T ROBINSON 736 MARKET SUITE STE 1600 CHATTANOOGA TN 37402 TRUSTEE 2.00 0 0 0 SARAH MORGAN 736 MARKET SUITE STE 1600 CHATTANOOGA TN 37402 PRESIDENT 40.00 236283 23165 0 REBECCA SUTTLES 736 MARKET SUITE STE 1600 CHATTANOOGA TN 37402 TRUSTEE 2.00 0 0 0 TIM KELLY 736 MARKET SUITE STE 1600 CHATTANOOGA TN 37402 TRUSTEE 2.00 0 0 0 VALORIA ARMSTRONG 736 MARKET SUITE STE 1600 CHATTANOOGA TN 37402 TRUSTEE 2.00 0 0 0 JEFF C PFITZER 736 MARKET STREET STE 1600 CHATTANOOGA TN 37402 PROGRAM OFFICER 40.00 138820 13610 0 LORI QUILLEN 736 MARKET STREET STE 1600 CHATTANOOGA TN 37402 PROGRAM OFFICER 40.00 90474 8870 0 CONNIE R PERRIN 736 MARKET STREET STE 1600 CHATTANOOGA TN 37402 ACCOUNTING & GRANTS 40.00 85818 8414 0 MARSHA T ORR 736 MARKET STREET STE 1600 CHATTANOOGA TN 37402 ADMINISTRATIVE ASSIS 40.00 56183 5508 0 0 NONE 0 0 0 2827718 94480666 97308384 0 0 97308384 1459626 95848758 4792438 4792438 127909 55281 183190 4609248 0 4609248 0 4609248 6982079 0 6982079 0 6982079 4609248 0 0 5440678 2978873 2681884 755814 3097608 14954857 6982079 0 0 0 4609248 2372831 0 0 17327688 0 0 0 0 0 0 5440678 11887010 2978873 2681884 755814 3097608 2372831 MS SARAH MORGAN 736 MARKET ST SUITE 1600 CHATTANOOGA TN 37402 4232674311 APPLICATIONS SHOULD BE SUBMITTED IN THE FORM OF A BRIEF TWO-PAGE LETTER. THE LETTER SHOULD INCLUDE A DESCRIPTION OF THE PROJECT OR PURPOSE, BUDGET INFORMATION, AN IRS LETTER OF DETERMINATION, AND A LISTING OF OFFICERS AND BOARD OF DIRECTORS. NONE NONE AMERICAN ASSOCIATION OF BLACKS IN ENERGY CHATTANOOGA CHAPTER 1625 K ST SUITE 405 WASHINGTON DC 20006 NONE PC CHATTANOOGA CHAPTER SCHOLARSHIP FUND 2500 ARTSBUILD 730 E M L KING BLVD CHATTANOOGA TN 37403 NONE PC GENERAL OPERATING SUPPORT 150000 ARTSBUILD 301 E 11TH ST SUITE 300 CHATTANOOGA TN 37403 NONE PC ARTIST RELIEF FUND 3000 BESSIE SMITH CULTURAL CENTER AFRICAN AMERICAN MUSEUM PERFORMANCE HALL 200 E M L KING BLVD CHATTANOOGA TN 37403 NONE PC DEVELOPMENT OF A NEW WEBSITE 10000 BRIDGE CITY COMMUNITY 3300 BRANNON AVE CHATTANOOGA TN 37407 NONE PC GENERAL OPERATING SUPPORT 2500 BRIDGE CITY COMMUNITY 330 BRANNON AVE CHATTANOOGA TN 37402 NONE PC ARCC TRAINING AND FURTHER CURRICULUM DEVELOPMENT 10000 CAUSEWAY 16 PATTEN PARKWAY CHATTANOOGA TN 37402 NONE PC OPERATING SUPPORT 65000 CHARLES H COOLIDGE MEDAL OF HONOR HERITAGE CENTER 2 W AQUARIUM WAY SUITE 104 CHATTANOOGA TN 37402 NONE PC CAPITAL CAMPAIGN 100000 CHATTANOOGA BAR FOUNDATION 801 BROAD ST SUITE 420 CHATTANOOGA TN 37402 NONE PC MINORITY CLERK PROGRAM 5000 CHATTANOOGA CHAMBER FOUNDATION 811 BROAD STREET SUITE 100 CHATTANOOGA TN 37402 NONE PC STYLES L. HUTCHINS FELLOWSHIP 6000 CHATTANOOGA CHAMBER FOUNDATION 811 BROAD STREET SUITE 100 CHATTANOOGA TN 37402 NONE PC STAFF POSITION FOCUSED ON INCLUSIVE ECONOMIC GROWTH AND UPWARD MOBILITY. 150000 CHATTANOOGA CHAMBER FOUNDATION 811 BROAD STREET SUITE 100 CHATTANOOGA TN 37403 NONE PC CHATTANOOGA 2.0 SUPPORT 270000 CHATTANOOGA CHAMBER FOUNDATION 811 BROAD STREET SUITE 100 CHATTANOOGA TN 37402 NONE PC CIVIC DINNERS PROGRAM 10000 CHATTANOOGA COMMUNITY KITCHEN PO BOX 11203 CHATTANOOGA TN 37402 NONE PC GENERAL OPERATING SUPPORT 3000 CHATTANOOGA DESIGN STUDIO 719 CHERRY STREET SUITE 100 CHATTANOOGA TN 37402 NONE PC OPERATING SUPPORT 100000 CHATTANOOGA DESIGN STUDIO 719 CHERRY STREET SUITE 100 CHATTANOOGA TN 37402 NONE PC WESTSIDE COMMUNITY ENGAGEMENT & PLANNING 95000 CHATTANOOGA FOOTBALL CLUB FOUNDATION 1826 CARTER ST CHATTANOOGA TN 37402 NONE PC OPERATION GET ACTIVE 6000 CHATTANOOGA IN ACTION FOR LOVE EQUALITY AND BENEVOLENCE PO BOX 11202 CHATTANOOGA TN 37401 NONE PC OPERATIONAL SUPPORT 65000 CHATTANOOGA NEIGHBORHOOD ENTERPRISE 1500 CHESTNUT STREET ST 102 CHATTANOOGA TN 37402 NONE PC HOUSING AND NEIGHBORHOOD STRATEGIES 850000 CHATTANOOGA STATE FOUNDATION 4501 AMNICOLD HWY CHATTANOOGA TN 37406 NONE PC BENWOOD HEALTH EDUCATION SCHOLARSHIP 5000 CITY OF CHATTANOOGA 3300 AMNICOLA HWY CHATTANOOGA TN 37406 NONE GOV MILLER PARK DISTRICT 1000000 CIVICTN 5016 CENTENNIAL BLVD SUITE 200 NASHVILLE TN 37209 NONE PC SUPPORT VOTER ENGAGEMENT AND ABSENTEE VOTING IN HAMILTON COUNTY 10000 CO LAB 1100 MARKET ST SUITE 100 CHATTANOOGA TN 37402 NONE PC OPERATIONAL SUPPORT 2020 100000 CO LAB 1100 MARKET ST SUITE 100 CHATTANOOGA TN 37402 NONE PC TECHNICAL ASSISTANCE FOR MINORITY BUSINESS 10000 COMMUNITY FOUNDATION OF GREATER CHATTANOOGA 1270 MARKET ST CHATTANOOGA TN 37402 NONE PC RESPONSE AND RESILIENCE FUND 43000 COMMUNITY FOUNDATION OF GREATER CHATTANOOGA 1270 MARKET ST CHATTANOOGA TN 37402 NONE PC TORNADO RELIEF FUND 20000 COMMUNITY FOUNDATION OF GREATER CHATTANOOGA 1270 MARKET ST CHATTANOOGA TN 37402 NONE PC ED JOHNSON PROJECT FUND 1000 COMMUNITY FOUNDATION OF GREATER CHATTANOOGA 1270 MARKET ST CHATTANOOGA TN 37402 NONE PC SANKOFA FUND 5000 COMMUNITY FOUNDATION OF GREATER CHATTANOOGA 1270 MARKET ST CHATTANOOGA TN 37402 NONE PC RACIAL EQUITY FUND FOR WE OVER ME 15000 CREATIVE DISCOVERY MUSEUM 321 CHESTNUT STREET CHATTANOOGA TN 37402 NONE PC IGNITE DISCOVERY CAMPAIGN 121000 DELTAS SERVING TOGETHER INC PO BOX 22083 CHATTANOOGA TN 37422 NONE PC DELTA SIGMA THETA CHATTANOOGA ALUMNAE CHAPTER SCHOLARSHIP FUND 5000 DYNAMO STUDIOS 6452 WHITE TAIL DR OOLTEWAH TN 37363 NONE PC PRODUCTION EQUIPMENT FOR HOWARD SCHOOL 10000 ELLA LIBRARY 5000 ROSSVILLE BLVD CHATTANOOGA TN 37407 NONE PC PROVIDE LEARNING AND CONNECTIVITY RESOURCES FOR CHILDREN AND FAMILIES OF EAST LAKE 5000 ENTERPRISE CENTER 1100 MARKET ST 500 CHATTANOOGA TN 37402 NONE PC TECH GOES HOME EXPANSION AND INTERNET CONNECTIVITY 150000 ENTERPRISE CENTER 1100 MARKET ST 500 CHATTANOOGA TN 37402 NONE PC EDCONNECT PROGRAM 100000 ENTERPRISE CENTER 1100 MARKET ST 500 CHATTANOOGA TN 37402 NONE PC GENERAL OPERATING SUPPORT 3000 ERLANGER HEALTH SYSTEM FOUNDATIONS 975 E 3RD ST SUITE B-508 CHATTANOOGA TN 37404 NONE PC BELIEVE, THE CAMPAIGN FOR CHILDREN'S HOSPITAL 100000 GLASS HOUSE COLLECTIVE 2513 N CHAMBERLAIN AVE CHATTANOOGA TN 37402 NONE PC GLASS FARMS NEIGHBORHOOD IMPROVEMENTS PROGRAM 40000 GRANTMAKERS FOR EDUCATION 700 SW 5TH AVE SUITE 4000 PORTLAND OR 97204 NONE PC 2020 ANNUAL DUES 2200 GREENSPACES 63 E MAIN STREET CHATTANOOGA TN 37402 NONE PC BUILD IT GREEN AND GREEN AND HEALTHY HOMES INITIATIVE 50000 HOWARD SCHOOL 2500 MARKET ST CHATTANOOGA TN 37408 NONE PC STUDENT INCENTIVES ACCOUNT FOR SUPPORT OF THE "BIG H MARKET" 5000 HOWARD SCHOOL 2500 MARKET ST CHATTANOOGA TN 37408 NONE PC ATHLETIC FUND AT HOWARD SCHOOL FOR TRACK & WRESTLING TEAM EQUIPMENT 10000 JUNIOR ACHIEVEMENT OF CHATTANOOGA 5721 MARLIN RD SUITE 3400 CHATTANOOGA TN 37411 NONE PC GENERAL OPERATING SUPPORT 3000 LA PAZ CHATTANOOGA 1402 BAILEY AVE CHATTANOOGA TN 37404 NONE PC GENERAL OPERATING SUPPORT AND NEEDS RELATED TO COVID-19 15000 LA PAZ CHATTANOOGA 1402 BAILEY AVE CHATTANOOGA TN 37404 NONE PC RENOVATE THE OLD FIRE HALL AT 809 SOUTH 100000 LAUNCH CHATTANOOGA 1609 MCCALLIE AVENUE CHATTANOOGA TN 37404 NONE PC OPERATING SUPPORT 100000 LEADERSHIPSHIP TENNESSEELIPSCOMB UNIVERISTY 1 UNIVERSITY PARK DR NASHVILLE TN 37204 NONE PC LEADERSHIP TENNESSEE PROGRAM 10000 LOOKOUT MOUNTAIN CONSERVANCY PO BOX 76 LOOKOUT MOUNTAIN TN 37350 NONE PC PURCHASE 65 ACRES IN ST. ELMO 10000 LOOKOUT MOUNTAIN CONSERVANCY PO BOX 76 LOOKOUT MOUNTAIN TN 37350 NONE PC HOWARD SCHOOL INTERNSHIP PROGRAM 30000 METROPOLITAN MINISTRIES 1112 MCCALLIE AVE CHATTANOOGA TN 37403 NONE PC CAPITAL SUPPORT FOR NEW BUILDING 100000 NATIONAL COALITION OF 100 BLACK WOMEN CHATTANOOGA CHAPTER INC PO BOX 22783 CHATTANOOGA TN 37422 NONE PC CHAPTER SCHOLARSHIP FUND 2500 PLACING EMPHASIS ON KIDS (PEAK) 5822 CROOKED CREEK DR OOLTEWAH TN 37363 NONE PC YOUTH PROGRAMMING SUPPORT 1500 POP-UP PROJECT 704 MARKET STREET CHATTANOOGA TN 37402 NONE PC DREAM SCAPE PILOT PROJECT 50000 PRISON AND PREVENTION MINISTRIES PO BOX 3026 CHATTANOOGA TN 37404 NONE PC INZONE PROGRAM 5000 PUBLIC EDUCATION FOUNDATION 7540 BONNYSHIRE DR CHATTANOOGA TN 37416 NONE PC BRIDGING THE GAP SCHOLARSHIP PROGRAM 75000 PUBLIC EDUCATION FOUNDATION 7540 BONNYSHIRE DR CHATTANOOGA TN 37416 NONE PC TEACHERPRENEUR INCUBATOR AND STEM FELLOW COHORT SUPPORT 100000 PUBLIC EDUCATION FOUNDATION 100 EAST 10TH ST STE 500 CHATTANOOGA TN 37404 NONE PC GENERAL OPERATING SUPPORT 500 REACH ONE TEACH ONE PO BOX 7233 YORK PA 17404 NONE PC GENERAL OPERATING SUPPORT 5000 REBUILDING TOGETHER CHATTANOOGA 4411 TENNESSEE AVE CHATTANOOGA TN 37409 NONE PC GENERAL OPERATING SUPPORT 15000 RISE CHATTANOOGAJAZZANOOGA 804 CENTRAL AVE CHATTANOOGA TN 37403 NONE PC GIRLS LEADERSHIP SUMMIT 2500 RISE CHATTANOOGAJAZZANOOGA 804 CENTRAL AVE CHATTANOOGA TN 37403 NONE PC MAKING A NEW SPACE 125000 RISE CHATTANOOGAJAZZANOOGA 804 CENTRAL AVE CHATTANOOGA TN 37403 NONE PC 4 COURSES AND CIVIC INNOVATION 15000 RIVER CITY COMPANY 850 MARKET ST CHATTANOOGA TN 37402 NONE PC CARTA'S TRANSIT PLAN AND RIVER CITY COMPANY'S ONE RIVERFRONT PLAN 10000 RIVER CITY COMPANY 850 MARKET ST CHATTANOOGA TN 37402 NONE PC DOWNTOWN PUBLIC REALM ENHANCEMENT FUND 1035000 SOUNDCORPS CHATTANOOGA 301 E 11TH ST SUITE 300 CHATTANOOGA TN 37403 NONE PC SUPPORT FOR BUILDING THE MUSIC ECONOMY 35000 SOUTHEASTERN COUNCIL OF FOUNDATIONS 100 PEACHTREE ST NW SUITE 2080 ATLANTA GA 30303 NONE PC 2020 ANNUAL DUES 10290 SOUTHERN LIT ALLIANCE 301 E 11TH ST CHATTANOOGA TN 37403 NONE PC SPEAKING ENGAGEMENT IN CHATTANOOGA 3500 STEP AHEAD FOUNDATION CHATTANOOGA PO BOX 4212 CHATTANOOGA TN 37405 NONE PC GENERAL OPERATING SUPPORT 500 TENNESSEE ALLIANCE OF BOYS & GIRLS CLUBS INC 1609 MCCALLIE AVENUE CHATTANOOGA TN 37404 NONE PC TUTORING CORP TO PROVIDE ADDITIONAL TUTORING FOR HAMILTON COUNTY SCHOOL STUDENTS 25000 THE BETHLEHEM CENTER 200 W 38TH ST CHATTANOOGA TN 37403 NONE PC BIG "H" MARKET AT THE HOWARD SCHOOL 10000 THE BETHLEHEM CENTER 200 W 38TH ST CHATTANOOGA TN 37410 NONE PC HOWARD SCHOOL BIG H INCENTIVES GRANT 5000 TIVOLI THEATRE FOUNDATION INC 709 BROAD STREET CHATTANOOGA TN 37402 NONE PC PLANNING AND DESIGN FOR THE TIVOLI THEATRE & PERFORMING ARTS CENTER PROJECT 150000 TN SCORE 1207 18TH AVE SOUTH SUITE 326 NASHVILLE TN 37212 NONE PC GENERAL OPERATING SUPPORT FOR ONGOING STATE-LEVEL EDUCATION REFORM EFFORTS 200000 UNIFIED 1609 MCCALLIE AVENUE CHATTANOOGA TN 37404 NONE PC SUPPORT STUDENTS FROM HAMILTON COUNTY SCHOOLS 2000 URBAN LEAGUE OF CHATTANOOGA 730 E ML KING BLVD CHATTANOOGA TN 37402 NONE PC INCLUSION BY DESIGN FOR CREATIVE ENTERPRISE 30000 URBAN LEAGUE OF CHATTANOOGA 730 E ML KING BLVD CHATTANOOGA TN 37402 NONE PC CULTURAL OFFERINGS PROGRAM 8380 YOUNG WOMENS LEADERSHIP ACADEMY FOUNDATION INC 1802 BAILEY AVE CHATTANOOGA TN 37404 NONE PC MONTESSORI ELEMENTARY AT HIGHLAND PARK 200000 6202870 0 14 157333 14 13650 18 5083788 OTHER INVESTMENT INCOME/LOSSES- LIMITED PARTNERSHIPS 264245 264245 5254771 0 5519016 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 19714 1971 17743 LIMITED PARTNERSHIP INTEREST FMV 140413 140413 INVESTMENT FUNDS FMV 100034787 100034787 LEGAL FEES 700 70 630 INVESTMENT PROCEEDS RECEIVABLE 0 5333634 5333634 NOTE RECEIVABLE 1270858 1595850 1595850 UBTI NOT SHOWN ON AUDITED FINANCIALS 264245 DIRECT CHARITABLE DISTRIBUTION 74257 0 74257 MANAGEMENT FEES 0 214844 0 INVESTMENT EXPENSES FROM K-1S 0 608825 0 PAYROLL EXPENSES 39218 3922 35296 INVESTMENT INTEREST EXPENSE FROM K-1S 0 58223 0 INSURANCE 80472 8047 72425 TECHNICAL SUPPORT 19147 1915 17323 OFFICE EXPENSE 31931 3193 28738 PARKING 4613 461 4152 OTHER EXPENSES FROM K-1S 0 112002 0 LIABILITY INSURANCE 3308 331 2977 PROFESSIONAL DEVELOPMENT 5600 560 5040 OTHER INCOME 13650 13650 13650 OTHER INVESTMENT INCOME/LOSSES- LIMITED PARTNERSHIPS 264245 0 264245 NET UNREALIZED GAIN ON INVESTMENTS 14285960 FEDERAL EXCISE TAXES PAYABLE 21716 30870 FEDERAL EXCISE TAX 68862 0 0 FOREIGN WITHHOLDING TAX 0 59789 0