BENWOOD FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BENWOOD FOUNDATION INC (EIN 62-0476283)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-05
- IRS object ID
- 202043109349100614
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-05T08:49:53-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570381582 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOTT DAVIS LLCPLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 629 MARKET STREET SUITE 100 | AddressLine1Txt |
| City | CHATTANOOGA | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620476283 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENWOOD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BENW | BusinessNameControlTxt |
| Phone | 4232674311 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 736 MARKET STREET NO 1600 | AddressLine1Txt |
| City | CHATTANOOGA | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH MORGAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4232674311 | PhoneNum |
| Signature | 2020-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHELTON CHAMBERS | PreparerPersonNm |
| PTIN | P01479354 | PTIN |
| Phone | 4237567100 | PhoneNum |
| Preparation | 2020-11-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.169.166.192 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-03 | IPDt |
| IP Tm | 10:37:50 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B709B279500C709707E7A255EA4DE3DB2FAAB8D9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $99,689,713 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $165,504 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,152,690 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,134,821 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,297,372 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,961,256 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $235,013 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $21,876 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,535,338 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,135,822 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $223,240 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,324 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $200,916 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $429,396 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $42,940 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $386,456 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $62,484 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $6,248 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $56,236 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,386 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $339 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,047 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,132 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,313 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $20,819 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $83,456 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $30,757 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $6,124 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $612 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $126,832 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $12,683 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $114,149 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,831 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,083 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,748 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $404,328 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $997,188 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $384,287 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,373,209 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,116,487 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,175,658 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,787,032 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,643,284 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,160,241 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,116,487 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,818,942 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,624,903 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,019,335 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $54,578 | CashBOYAmt |
| Cash EOY | $59,295 | CashEOYAmt |
| Cash EOYFMV | $59,295 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,900,273 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,124,326 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,124,326 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $10,438 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $10,438 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,438 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $87,473,037 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $96,492,746 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $96,492,746 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $596,663 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $593,755 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $2,908 | LandEOYAmt |
| Land EOYFMV | $2,908 | LandEOYFMVAmt |
| Total Assets BOY | $94,438,326 | TotalAssetsBOYAmt |
| Total Assets EOY | $99,689,713 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $99,689,713 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $47,409 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $66,124 | AccountsPayableEOYAmt |
| Grants Payable BOY | $6,606,537 | GrantsPayableBOYAmt |
| Grants Payable EOY | $4,725,607 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $29,260 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $21,716 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,683,206 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,813,447 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $87,755,120 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $94,876,266 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $87,755,120 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $94,876,266 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $94,438,326 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $99,689,713 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $87,755,120 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,624,903 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,959,186 | OtherIncreasesAmt |
| Subtotal | $95,089,403 | SubtotalAmt |
| Other Decreases | $213,137 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $94,876,266 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GAINS/LOSSES PER AUDITED FINANCIALS | P | $10,470,937 | $7,336,116 | $3,134,821 | $3,134,821 |
| GAINS/LOSSES PER K-1S | P | $1,826,435 | $1,826,435 | $1,826,435 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,961,256 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,783,921 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $101,669,214 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056890 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,571,208 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $99,120,714 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.076384 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,956,988 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $101,114,741 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.078693 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,723,976 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $108,542,480 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.098800 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,584,177 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $114,165,332 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.083950 | DistributionYr5Rt |
| Total Distribution | 0.394717 | TotalDistributionRt |
| Average Distribution | 0.078943 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $96,003,451 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,578,800 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $50,193 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,628,993 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,818,942 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $50,193 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $50,193 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $50,193 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $72,023 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $72,023 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $790 | EsPenaltyAmt |
| Overpayment | $21,040 | OverpaymentAmt |
| Applied To ES Tax | $21,040 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BENWOOD.ORG | WebsiteAddressTxt |
| Individual With Books | SARAH MORGAN | IndividualWithBooksNm |
| Phone | 4232674311 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 736 MARKET ST STE 1600 | AddressLine1Txt |
| City | CHATTANOOGA | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 |
| MITCH PATEL | ||||||||
| 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 | $223,240 | $47,500 | $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 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JEFF C PFITZER | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | PROGRAM OFFICER | 40.00 | $134,267 | $38,231 | $0 |
| CONNIE R PERRIN | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | ACCOUNTING & GRANTS | 40.00 | $78,069 | $22,866 | $0 |
| LORI QUILLEN | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | PROGRAM OFFICER | 40.00 | $87,229 | $13,437 | $0 |
| KRISTIN B HUNTLEY | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | FINANCIAL/PROGRAM OF | 40.00 | $52,932 | $23,199 | $0 |
| MARSHA T ORR | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | ADMINISTRATIVE ASSIS | 40.00 | $51,645 | $7,764 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,927,811 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $92,537,621 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $97,465,432 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $97,465,432 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,461,981 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $96,003,451 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,800,173 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,800,173 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $50,193 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $28,646 | IncomeTaxAmt |
| Total Tax | $78,839 | TotalTaxAmt |
| Distributable Before Adj | $4,721,334 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,721,334 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,721,334 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,818,942 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,818,942 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $50,193 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,768,749 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,721,334 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,058,226 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,440,678 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,978,873 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,681,884 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $755,814 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,915,475 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,818,942 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,721,334 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,097,608 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,013,083 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $4,058,226 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,954,857 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,440,678 | ExcessFromYear4Amt |
| Excess From Year3 | $2,978,873 | ExcessFromYear3Amt |
| Excess From Year2 | $2,681,884 | ExcessFromYear2Amt |
| Excess From Year1 | $755,814 | ExcessFromYear1Amt |
| Excess From Current Year | $3,097,608 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MS SARAH MORGAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 736 MARKET ST SUITE 1600 | AddressLine1Txt |
| City | CHATTANOOGA | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4232674311 | RecipientPhoneNum |
| Form And Info And Materials | 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. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (108 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAUSEWAY | |||||||
| 16 PATTEN PARKWAY | CHATTANOOGA | TN | 37402 | NONE | PC | OPERATING SUPPORT | $200,000 |
| CENTER FOR MINDFUL LIVING | |||||||
| 400 E MAIN ST 150 | CHATTANOOGA | TN | 37408 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| CHARLES H COOLIDGE MEDAL OF HONOR HERITAGE CENTER | |||||||
| 368 NORTHGATE MALL DR 6922 | CHATTANOOGA | TN | 37415 | NONE | PC | CAPITAL CAMPAIGN | $30,000 |
| CHATTANOOGA BAR FOUNDATION | |||||||
| 801 BROAD ST | CHATTANOOGA | TN | 37402 | NONE | PC | MINORITY CLERKSHIP PROGRAM/JUDICIAL INTERN | $5,000 |
| CHATTANOOGA CHAMBER FOUNDATION | |||||||
| 811 BROAD STREET SUITE 100 | CHATTANOOGA | TN | 37402 | NONE | PC | CHATTANOOGA 2.0 OPERATING SUPPORT | $175,000 |
| CHATTANOOGA CHAMBER FOUNDATION | |||||||
| 811 BROAD STREET SUITE 100 | CHATTANOOGA | TN | 37402 | NONE | PC | CHATTANOOGA 2.0 OPERATING SUPPORT | $175,000 |
| CHATTANOOGA CHAMBER FOUNDATION | |||||||
| 811 BROAD STREET SUITE 100 | CHATTANOOGA | TN | 37402 | NONE | PC | 2019 STYLES L. HUTCHINS FELLOWSHIP | $4,000 |
| CHATTANOOGA CHAMBER FOUNDATION | |||||||
| 811 BROAD STREET SUITE 100 | CHATTANOOGA | TN | 37402 | NONE | PC | 2019 STYLES L. HUTCHINS FELLOWSHIP | $10,000 |
| CHATTANOOGA COMMUNITY KITCHEN | |||||||
| PO BOX 11203 | CHATTANOOGA | TN | 37402 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| CHATTANOOGA DESIGN STUDIO | |||||||
| 719 CHERRY STREET SUITE 100 | CHATTANOOGA | TN | 37402 | NONE | PC | OPERATING EXPENSES | $140,000 |
| CHATTANOOGA FOOTBALL CLUB FOUNDATION | |||||||
| 1826 CARTER ST | CHATTANOOGA | TN | 37408 | NONE | PC | PURCHASE SAFETY PADDING FOR SURFACES AND POLES | $10,000 |
| CHATTANOOGA NEIGHBORHOOD ENTERPRISE | |||||||
| 1500 CHESTNUT STREET ST 102 | CHATTANOOGA | TN | 37408 | NONE | PC | HOUSING AND NEIGHBORHOOD STRATEGIES | $300,000 |
| CHATTANOOGA NEIGHBORHOOD ENTERPRISE | |||||||
| 1500 CHESTNUT STREET ST 102 | CHATTANOOGA | TN | 37408 | NONE | PC | HOUSING AND NEIGHBORHOOD STRATEGIES | $250,000 |
| CHATTANOOGA STATE | |||||||
| 4501 AMNICOLA HIGHWAY | CHATTANOOGA | TN | 37406 | NONE | PC | SOUTHEAST TENNESSEE WORKS | $105,000 |
| CHATTANOOGA THEATRE CENTER | |||||||
| 400 RIVER STREET | CHATTANOOGA | TN | 37405 | NONE | PC | FESTIVAL OF BLACK ARTS & IDEAS | $10,000 |
| CHATTANOOGANS IN ACTION FOR LOVE EQUALITY AND BENEVOLENCE | |||||||
| PO BOX 11202 | CHATTANOOGA | TN | 37401 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 |
| CITY OF CHATTANOOGA | |||||||
| 3300 AMNICOLA HWY | CHATTANOOGA | TN | 37406 | NONE | PC | MILLER PARK DISTRICT | $500,000 |
| CITY OF CHATTANOOGA | |||||||
| 3300 AMNICOLA HWY | CHATTANOOGA | TN | 37406 | NONE | PC | UPWARD MOBILITY POLICY PLANNING | $50,000 |
| COLAB | |||||||
| 55 E MAIN STREET | CHATTANOOGA | TN | 37408 | NONE | PC | GENERAL OPERATING SUPPORT | $225,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | EDUCATIONAL OPPORTUNITY FUND | $20,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | CHATTANOOGA 2.0 VENTURE FUND | $1,000,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | ED JOHNSON PROJECT | $50,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | EDUCATIONAL OPPORTUNITY FUND | $50,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | EDUCATIONAL OPPORTUNITY FUND | $40,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | EDUCATIONAL OPPORTUNITY FUND | $10,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | BOARD CONNECTOR | $21,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | RACIAL EQUITY FUND | $10,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | FALLEN FIVE MEMORIAL FUND | $10,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | MICRO SCHOOL OPPORTUNITY FUND | $6,000 |
| CONTEMPORARY PERFORMING ARTS | |||||||
| 1307 DODDS AVE | CHATTANOOGA | TN | 37404 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| CREATIVE DISCOVERY MUSEUM | |||||||
| 321 CHESTNUT STREET | CHATTANOOGA | TN | 37402 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| CREATIVE DISCOVERY MUSEUM | |||||||
| 321 CHESTNUT STREET | CHATTANOOGA | TN | 37402 | NONE | PC | IGNITE DISCOVER CAPITAL CAMPAIGN | $4,000 |
| ENTERPRISE CENTER | |||||||
| 1100 MARKET ST 500 | CHATTANOOGA | TN | 37402 | NONE | PC | PUBLIC REALM ACTION PLAN FOR THE INNOVATION DISTRICT | $50,000 |
| ENTERPRISE CENTER | |||||||
| 1100 MARKET ST 500 | CHATTANOOGA | TN | 37402 | NONE | PC | PLACEMAKING WEEK 2019 | $10,000 |
| ERLANGER HEALTH SYSTEM FOUNDATIONS | |||||||
| 975 E 3RD ST | CHATTANOOGA | TN | 37403 | NONE | PC | BELIEVE, THE CAMPAIGN FOR CHILDREN'S HOSPITAL | $100,000 |
| GRANTMAKERS FOR EDUCATION | |||||||
| 750 SW WASHINGTON ST STE 605 | PORTLAND | OR | 97205 | NONE | PC | 2019 ANNUAL DUES | $1,750 |
| GREENSPACES | |||||||
| 63 E MAIN STREET | CHATTANOOGA | TN | 37408 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| GREENSPACES | |||||||
| 63 E MAIN STREET | CHATTANOOGA | TN | 37408 | NONE | PC | EQUIPMENT FOR THE GREENPRIX EVENT | $5,000 |
| GREENSPACES | |||||||
| 63 E MAIN STREET | CHATTANOOGA | TN | 37408 | NONE | PC | BUILD IT GREEN | $107,000 |
| HAMILTON COUNTY DEPARTMENT OF EDUCATION | |||||||
| 3074 HICKORY VALLEY RD | CHATTANOOGA | TN | 37421 | NONE | PC | STEM COLLABORATORY AT HOWARD CONNECT MIDDLE SCHOOL | $100,000 |
| HAMILTON COUNTY DEPARTMENT OF EDUCATION | |||||||
| 3074 HICKORY VALLEY RD | CHATTANOOGA | TN | 37421 | NONE | PC | XFACTOR LAB AT HOWARD CONNECT ACADEMY | $30,000 |
| HAMILTON COUNTY DEPARTMENT OF EDUCATION | |||||||
| 3074 HICKORY VALLEY RD | CHATTANOOGA | TN | 37421 | NONE | PC | INNOVATION COHORTS | $65,000 |
| HUMANE EDUCATIONAL SOCIETY | |||||||
| 212 N HIGHLAND PARK AVE | CHATTANOOGA | TN | 37404 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 |
| RISE CHATTANOOGA | |||||||
| 804 CENTRAL AVENUE | CHATTANOOGA | TN | 37403 | NONE | PC | THE HUB (ARTS & CULTURE INCUBATOR) | $15,000 |
| RISE CHATTANOOGA | |||||||
| 804 CENTRAL AVENUE | CHATTANOOGA | TN | 37403 | NONE | PC | LEVITT AMP SERIES 2019 | $25,000 |
| RISE CHATTANOOGA | |||||||
| 804 CENTRAL AVENUE | CHATTANOOGA | TN | 37403 | NONE | PC | REI TRAINING EVALUATION | $950 |
| RISE CHATTANOOGA | |||||||
| 804 CENTRAL AVENUE | CHATTANOOGA | TN | 37403 | NONE | PC | FOR JAZZY ELDERS PIANO CLASS | $1,500 |
| RISE CHATTANOOGA | |||||||
| 804 CENTRAL AVENUE | CHATTANOOGA | TN | 37403 | NONE | PC | KINGSHIP CHESS ACADEMY | $2,500 |
| LAUNCH CHATTANOOGA | |||||||
| 100 CHEROKEE BLVD SUITE 201 | CHATTANOOGA | TN | 37405 | NONE | PC | OPERATING SUPPORT | $100,000 |
| LOOKOUT MOUNTAIN CONSERVANCY | |||||||
| PO BOX 76 | LOOKOUT MOUNTAIN | TN | 37350 | NONE | PC | HOWARD SCHOOL LEADERSHIP PROGRAM | $40,000 |
| LOVE'S ARM OUTREACH | |||||||
| 5233 DORSEY ST | CHATTANOOGA | TN | 37407 | NONE | PC | TO ASSIST WITH THE PURCHASE OF VEHICLE | $1,500 |
| PUBLIC EDUCATION FOUNDATION | |||||||
| 100 EAST 10TH ST STE 500 | CHATTANOOGA | TN | 37402 | NONE | PC | TEACHERPRENEUR INCUBATOR AND STEM FELLOW COHORT SUPPORT | $300,000 |
| PUBLIC EDUCATION FOUNDATION | |||||||
| 100 EAST 10TH ST STE 500 | CHATTANOOGA | TN | 37402 | NONE | PC | STEP UP CHATTANOOGA | $100,000 |
| PUBLIC EDUCATION FOUNDATION | |||||||
| 100 EAST 10TH ST STE 500 | CHATTANOOGA | TN | 37402 | NONE | PC | COLLEGE SCHOLARSHIPS FOR HOWARD SCHOOL GRADUATES | $10,000 |
| REFLECTION RIDING ARBORETUM & NATURE CENTER | |||||||
| 400 GARDEN ROAD | CHATTANOOGA | TN | 37419 | NONE | PC | ERADICATION OF THE WOOLLY ADELGID | $3,000 |
| RIVER CITY COMPANY | |||||||
| 850 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | DOWNTOWN PUBLIC REALM ENHANCEMENT FUND | $225,000 |
| RIVER CITY COMPANY | |||||||
| 850 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | ML KING COMMERCIAL CORRIDOR | $10,594 |
| RIVER CITY COMPANY | |||||||
| 850 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | DOWNTOWN PUBLIC REALM ENHANCEMENT FUND | $40,000 |
| RIVER CITY COMPANY | |||||||
| 850 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | DOWNTOWN PUBLIC REALM ENHANCEMENT FUND | $200,000 |
| SOUNDCORPS CHATTANOOGA | |||||||
| 301 E 11TH ST 300 | CHATTANOOGA | TN | 37403 | NONE | PC | SIDEWALK STAGES | $50,000 |
| SOUTH WINGS | |||||||
| 35 HAYWOOD STREET SUITE 201 | ASHEVILLE | NC | 28801 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| SOUTHEASTERN COUNCIL OF FOUNDATIONS | |||||||
| 50 HURT PLAZA SUITE 350 | ATLANTA | GA | 30303 | NONE | PC | 2019 ANNUAL DUES | $9,990 |
| SPLASH | |||||||
| PO BOX 3617 | CHATTANOOGA | TN | 37404 | NONE | PC | SUMMER 2019 ARTS FESTIVAL & PROGRAMMING | $5,000 |
| STEP AHEAD FOUNDATION CHATTANOOGA | |||||||
| 736 GEORGIA AVENUE | CHATTANOOGA | TN | 37402 | NONE | PC | CAPACITY BUILDING AND EVALUATION | $75,000 |
| STEP AHEAD FOUNDATION CHATTANOOGA | |||||||
| 736 GEORGIA AVENUE | CHATTANOOGA | TN | 37402 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| THE CHATTANOOGA GIRLS LEADERSHIP ACADEMY | |||||||
| 1802 BAILEY AVENUE | CHATTANOOGA | TN | 37404 | NONE | PC | TWO YEAR SUPPORT FOR STEAM FOCUS AT CGLA & PREP | $200,000 |
| TN STATE COLLABORATIVE ON REFORMING EDUCATION | |||||||
| 511 UNION ST STE 1850 | NASHVILLE | TN | 372191767 | NONE | PC | GENERAL OPERATING SUPPORT | $200,000 |
| TRUST FOR PUBLIC LAND | |||||||
| 101 MONTGOMERY ST STE 900 | SAN FRANCISCO | CA | 94104 | NONE | PC | SOUTH CHICKAMAUGA CREEK GREENWAY | $250,000 |
| UNIFIED | |||||||
| 1609 MCCALLIE AVENUE | CHATTANOOGA | TN | 37404 | NONE | PC | OPERATING SUPPORT | $125,000 |
| UNIFIED | |||||||
| 1609 MCCALLIE AVENUE | CHATTANOOGA | TN | 37404 | NONE | PC | OPERATING SUPPORT | $125,000 |
| UNIFIED | |||||||
| 1609 MCCALLIE AVENUE | CHATTANOOGA | TN | 37404 | NONE | PC | GENERAL OPERATING SUPPORT | $187,000 |
| URBAN LEAGUE OF CHATTANOOGA | |||||||
| 730 E ML KING BLVD | CHATTANOOGA | TN | 37403 | NONE | PC | NEW LEADERSHIP POSITION | $30,000 |
| URBAN LEAGUE OF CHATTANOOGA | |||||||
| 730 E ML KING BLVD | CHATTANOOGA | TN | 37403 | NONE | PC | WOMENS CODING CLASSES | $10,000 |
| WTCI-TV 45 | |||||||
| 7540 BONNYSHIRE DRIVE | CHATTANOOGA | TN | 37416 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| BESSIE SMITH CULTURAL CENTER AFRICAN AMERICAN MUSEUM PERFORMANCE HALL | |||||||
| 200 E M L KING BLVD | CHATTANOOGA | TN | 37403 | NONE | PC | ORAL HISTORY PROJECT | $10,000 |
| BESSIE SMITH CULTURAL CENTER AFRICAN AMERICAN MUSEUM PERFORMANCE HALL | |||||||
| 200 E M L KING BLVD | CHATTANOOGA | TN | 37403 | NONE | PC | CHATTANOOGA BIG 9 ROOTS FESTIVAL | $20,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 6031 LEE HWY | CHATTANOOGA | TN | 37421 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| BOYS & GIRLS CLUB OF CHATTANOOGA | |||||||
| 610 LINDSAY ST | CHATTANOOGA | TN | 37403 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 |
| CALVIN DONALDSON ELEMENTARY | |||||||
| 927 W 37TH ST | CHATTANOOGA | TN | 37410 | NONE | PC | RISE ACADEMY | $10,000 |
| CHAMBLISS CENTER FOR CHILDREN | |||||||
| 315 GILLESPIE ROAD | CHATTANOOGA | TN | 37411 | NONE | PC | EARLY CHILDHOOD EDUCATION CENTER | $7,000 |
| CHATTANOOGA NEIGHBORHOODS ARTS PARTNERSHIP | |||||||
| 422 E M L KING BLVD | CHATTANOOGA | TN | 37403 | NONE | PC | CHATTANOOGA FESTIVAL OF BLACK ARTS & IDEAS | $15,000 |
| DADE ANIMAL RESOURCE TEAM | |||||||
| PO BOX 9 | LOOKOUT MOUNTAIN | TN | 37350 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| EAST SIDE ELEMENTARY SCHOOL | |||||||
| 1603 S LYERLY ST | CHATTANOOGA | TN | 37404 | NONE | PC | WALKING TRAIL AT EAST SIDE ELEMENTARY | $6,000 |
| FRIENDS OF OUTDOOR CHATTANOOGA INC | |||||||
| 200 RIVER ST | CHATTANOOGA | TN | 37405 | NONE | PC | FIRESDIE LATINO | $5,000 |
| FRIENDS OF THE ZOO INC | |||||||
| 301 N HOLTZCLAW AVE | CHATTANOOGA | TN | 37404 | NONE | PC | GIRAFFE EXHIBIT | $5,000 |
| GLASS HOUSE COLLECTIVE | |||||||
| 2513 N CHAMBERLAIN AVE | CHATTANOOGA | TN | 37406 | NONE | PC | GLASS FARMS NEIGHBORHOOD IMPROVEMENTS PROGRAM | $40,000 |
| HOWARD SCHOOL | |||||||
| 2500 MARKET ST | CHATTANOOGA | TN | 37408 | NONE | PC | SATURDAY SUCCESS ACADEMY | $8,000 |
| HOWARD SCHOOL | |||||||
| 2500 MARKET ST | CHATTANOOGA | TN | 37408 | NONE | PC | THE HOWARD SCHOOL RESILIENCY AWARDS | $5,000 |
| HOWARD SCHOOL | |||||||
| 2500 MARKET ST | CHATTANOOGA | TN | 37408 | NONE | PC | TIGERPALOOZA AN END OF THE SCHOOL YEAR CELEBRATION | $5,000 |
| HOWARD SCHOOL | |||||||
| 2500 MARKET ST | CHATTANOOGA | TN | 37408 | NONE | PC | TRANSPORTATION ASSISTANCE | $10,000 |
| HOWARD SCHOOL | |||||||
| 2500 MARKET ST | CHATTANOOGA | TN | 37408 | NONE | PC | PROJECT GRADUATE | $10,000 |
| IVY ROSE FOUNDATION | |||||||
| PO BOX 81053 | CHATTANOOGA | TN | 37414 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| LA PAZ CHATTANOOGA | |||||||
| 1402 BAILEY AVE | CHATTANOOGA | TN | 37404 | NONE | PC | PROGRAM SUPPORT | $6,000 |
| LA PAZ CHATTANOOGA | |||||||
| 1402 BAILEY AVE | CHATTANOOGA | TN | 37404 | NONE | PC | RENOVATE THE OLD FIRE HALL | $100,000 |
| LA PAZ CHATTANOOGA | |||||||
| 1402 BAILEY AVE | CHATTANOOGA | TN | 37404 | NONE | PC | RENOVATION OF NEW COMMUNITY CENTER | $2,500 |
| LEADERSHIPSHIP TENNESSEELIPSCOMB UNIVERISTY | |||||||
| 1 UNIVERSITY PARK DR | NASHVILLE | TN | 37204 | NONE | PC | LEADERSHIP DEVELOPMENT PROGRAM | $10,000 |
| METROPOLITAN MINISTRIES | |||||||
| 1112 MCCALLIE AVE | CHATTANOOGA | TN | 37404 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 |
| OLIVET BAPTIST CHURCH | |||||||
| 740 E M L KING BLVD | CHATTANOOGA | TN | 37403 | NONE | PC | STUDENT ASSISTANCE PROGRAM | $6,000 |
| PLACING EMPHASIS ON KIDS (PEAK) | |||||||
| 1771 SOUTHERNWOOD DR | CHATTANOOGA | TN | 37421 | NONE | PC | PROGRAMMING SUPPORT | $500 |
| SIGNAL CENTERS | |||||||
| 109 N GERMANTOWN RD | CHATTANOOGA | TN | 37411 | NONE | PC | SPECIAL TRANSPORTATION SERVICES FOR PARTICIPANTS IN THE SOCIAL SERVICE PROGRAM | $10,000 |
| SKYUKA HALL | |||||||
| 5600 BRAINERD RD | CHATTANOOGA | TN | 37411 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 |
| SONGBIRDS FOUNDATION INC | |||||||
| 35 STATION ST | CHATTANOOGA | TN | 37408 | NONE | PC | GUITARS FOR KIDS PROGRAM AT EAST LAKE ACADEMY | $40,000 |
| STEM SCHOOL CHATTANOOGA | |||||||
| 4353 AMNICOLA HWY | CHATTANOOGA | TN | 37406 | NONE | PC | SCHOLARSHIP FOR THE INVENTANOOGA WINNING TEAM | $1,000 |
| THE BETHLEHEM CENTER | |||||||
| 200 W 38TH ST | CHATTANOOGA | TN | 37410 | NONE | PC | IMPACT 1 | $6,000 |
| THE CHATTERY | |||||||
| 1800 ROSSVILLE AVE STE 108 | CHATTANOOGA | TN | 37408 | NONE | PC | AUSTIN CHANNING BROWN SPEAKING ENGAGEMENT AND WORKSHOP | $10,000 |
| THE PASSAGE | |||||||
| 100 RIVERFRONT PKWY | CHATTANOOGA | TN | 37402 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| YOUNG WOMENS LEADERSHIP ACADEMY FOUNDATION INC | |||||||
| 1802 BAILEY AVENUE | CHATTANOOGA | TN | 37404 | NONE | PC | ELEMENTARY SCHOOL BUILDING RENOVATION | $7,000 |
| PEARL GROUP | |||||||
| PO BOX 822 | CHATTANOOGA | TN | 37401 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,643,284 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $165,504 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,876 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,134,821 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME/LOSSES- LIMITED PARTNERSHIPS | Desc |
| Unrelated Business Taxbl Incm | $213,137 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $213,137 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,322,201 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,535,338 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $23,132 | Amt |
| Net Investment Income | $2,313 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,819 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIMITED PARTNERSHIP INTEREST | FMV | $2,739,340 | $2,739,340 |
| INVESTMENT FUNDS | FMV | $93,753,406 | $93,753,406 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| OFFICE EQUIPMENT & FURNITURE | $357,353 | $354,445 | $2,908 | $2,908 |
| LEASEHOLD IMPROVEMENTS | $239,310 | $239,310 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,386 | LegalFeesAmt |
| Net Investment Income | $339 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,047 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBTI NOT SHOWN ON AUDITED FINANCIALS | Desc |
| Amt | $213,137 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL DEVELOPMENT | $7,607 | $761 | $6,846 |
| DIRECT CHARITABLE DISTRIBUTION | $203,924 | $0 | $203,924 |
| MANAGEMENT FEES | $0 | $192,131 | $0 |
| INVESTMENT EXPENSES FROM K-1S | $0 | $587,677 | $0 |
| PAYROLL EXPENSES | $42,313 | $4,231 | $38,082 |
| INVESTMENT INTEREST EXPENSE FROM K-1S | $0 | $105,842 | $0 |
| INSURANCE | $82,678 | $8,268 | $74,410 |
| TECHNICAL SUPPORT | $17,188 | $1,719 | $15,469 |
| OFFICE EXPENSE | $41,928 | $4,193 | $37,735 |
| PARKING | $5,382 | $538 | $4,844 |
| OTHER EXPENSES FROM K-1S | $0 | $91,497 | $0 |
| LIABILITY INSURANCE | $3,308 | $331 | $2,977 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $21,876 | $21,876 | $21,876 |
| OTHER INVESTMENT INCOME/LOSSES- LIMITED PARTNERSHIPS | $213,137 | $0 | $213,137 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $9,959,186 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAXES PAYABLE | Desc |
| BOY Book Value | $29,260 | BOYBookValueAmt |
| EOY Book Value | $21,716 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $83,456 | $0 | $0 |
| FOREIGN WITHHOLDING TAX | $0 | $30,757 | $0 |