BENWOOD FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BENWOOD FOUNDATION INC (EIN 62-0476283)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201923189349101712
- Schema version
- 2018v3.1
- 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 Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T10:36:06-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA C SHOEMAKE | PreparerPersonNm |
| PTIN | P01600585 | PTIN |
| Phone | 4237567100 | PhoneNum |
| Preparation | 2019-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.181.201.165 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-12 | IPDt |
| IP Tm | 15:20:44 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 67D5BE789771314C45939E601046538A456ADD65 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $94,438,326 | 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 | $230,468 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,030,049 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,591,218 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,537,101 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,835,670 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $121,797 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $41,871 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,943,483 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,907,590 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $202,826 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,283 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $182,543 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $487,077 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $48,708 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $438,369 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $103,398 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $10,340 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $93,058 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $180 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $18 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $162 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,163 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,816 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,347 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,432 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,432 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $86,756 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37,996 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $48,760 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $21,983 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $2,198 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $133,135 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $13,314 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $119,822 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,941 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $894 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,047 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,236 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $124 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,112 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $394,822 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $989,767 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $374,641 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,472,949 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,139,890 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,282,861 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,226,085 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,501,060 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,699,034 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,139,890 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,783,921 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,755,551 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,767,700 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $43,380 | CashBOYAmt |
| Cash EOY | $54,578 | CashEOYAmt |
| Cash EOYFMV | $54,578 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,301,375 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,900,273 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,900,273 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $10,438 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,438 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $101,500,461 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $87,473,037 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $87,473,037 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $587,631 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $587,631 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $21,505 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $300,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $103,166,721 | TotalAssetsBOYAmt |
| Total Assets EOY | $94,438,326 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $94,438,326 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $63,483 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $47,409 | AccountsPayableEOYAmt |
| Grants Payable BOY | $5,862,040 | GrantsPayableBOYAmt |
| Grants Payable EOY | $6,606,537 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $10,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $29,260 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,936,023 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,683,206 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $97,230,698 | UnrestrictedBOYAmt |
| Unrestricted EOY | $87,755,120 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $97,230,698 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $87,755,120 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $103,166,721 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $94,438,326 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $97,230,698 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,755,551 | ExcessRevenueOverExpensesAmt |
| Other Increases | $37,996 | OtherIncreasesAmt |
| Subtotal | $94,513,143 | SubtotalAmt |
| Other Decreases | $6,758,023 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $87,755,120 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| EAGLE MLP STRATEGY | P | $1,388,190 | $2,694,933 | -$1,306,743 | -$1,306,743 |
| PIMCO FDS SHORT TERM FUND | P | $2,869,920 | $2,858,289 | $11,631 | $11,631 |
| GAINS/LOSSES PER AUDITED FINANCIALS | P | $12,148,209 | $12,148,209 | $0 | $0 |
| GAINS/LOSSES PER K-1S | P | $4,130,782 | $4,130,782 | $4,130,782 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,835,670 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,571,208 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $99,120,714 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.076384 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,956,988 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $101,114,741 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.078693 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,723,976 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $108,542,480 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.098800 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,584,177 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $114,165,332 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.083950 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,991,175 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $109,501,300 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045581 | DistributionYr5Rt |
| Total Distribution | 0.383408 | TotalDistributionRt |
| Average Distribution | 0.076682 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $101,669,214 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,796,199 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $27,677 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,823,876 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,783,921 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $55,354 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $55,354 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $55,354 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,734 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $71,734 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $357 | EsPenaltyAmt |
| Overpayment | $16,023 | OverpaymentAmt |
| Applied To ES Tax | $16,023 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 STREET STE 1600 | CHATTANOOGA | TN | 37402 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| PAUL K BROCK JR | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| WILLIAM H CHAPIN | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MARTHA T ROBINSON | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MITCH PATEL | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| SARAH MORGAN | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | PRESIDENT | 40.00 | $202,826 | $51,339 | $0 |
| REBECCA SUTTLES | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| TIM KELLY | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | TRUSTEE | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KRISTIN B HUNTLEY | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | FINANCIAL/PROGRAM OF | 40.00 | $132,766 | $35,318 | $0 |
| JEFF PFITZER | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | PROGRAM OFFICER | 40.00 | $127,600 | $32,173 | $0 |
| LORI QUILLEN | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | PROGRAM OFFICER | 40.00 | $81,902 | $24,404 | $0 |
| CONNIE PERRIN | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | ACCOUNTING & GRANTS | 40.00 | $71,887 | $24,099 | $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 | $5,387,750 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $97,829,726 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $103,217,476 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $103,217,476 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,548,262 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $101,669,214 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,083,461 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,083,461 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $55,354 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $55,354 | TotalTaxAmt |
| Distributable Before Adj | $5,028,107 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,028,107 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,028,107 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,783,921 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,783,921 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,783,921 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,028,107 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $4,058,226 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,440,678 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,978,873 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,681,884 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,159,661 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,783,921 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,028,107 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $755,814 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,915,475 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,915,475 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,058,226 | ExcessFromYear4Amt |
| Excess From Year3 | $5,440,678 | ExcessFromYear3Amt |
| Excess From Year2 | $2,978,873 | ExcessFromYear2Amt |
| Excess From Year1 | $2,681,884 | ExcessFromYear1Amt |
| Excess From Current Year | $755,814 | 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 (101 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A BETTER TOMORROW INC | |||||||
| 5113 TN-58 | CHATTANOOGA | TN | 37416 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| A NOVEL IDEA FOUNDATION INC | |||||||
| 609 RIVERBEND CT | NASHVILLE | TN | 37221 | NONE | PC | SCHOLARSHIPS FOR URBAN AND/OR RURAL 5TH-12TH GRADE STUDENTS TO PARTICIPATE IN A ONE MONTH CREATIVE WRITING PROGRAM | $3,600 |
| BETHEL BIBLE VILLAGE | |||||||
| 3001 HAMILL RD | HIXSON | TN | 37343 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| BREAST CANCER SUPPORT SERVICES INC | |||||||
| 1089 BAILEY AVE STE B7 | CHATTANOOGA | TN | 37404 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| CAUSEWAY | |||||||
| 16 PATTEN PARKWAY | CHATTANOOGA | TN | 37402 | NONE | PC | CHALLENGE GRANT WORK FOCUSED ON THE HIGHLAND PARK NEIGHBORHOOD | $55,000 |
| CENTER FOR MINDFUL LIVING | |||||||
| 400 E MAIN ST 150 | CHATTANOOGA | TN | 37408 | NONE | PC | PATHS TO PEACE EVENT | $1,000 |
| CHARLES H COOLIDGE MEDAL OF HONOR HERITAGE CENTER | |||||||
| 368 NORTHGATE MALL DR 6922 | CHATTANOOGA | TN | 37415 | NONE | PC | CAPITAL CAMPAIGN | $25,000 |
| CHATTANOOGA AREA FOOD BANK | |||||||
| 2009 CURTAIN POLE ROAD | CHATTANOOGA | TN | 37406 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| CHATTANOOGA BAR FOUNDATION | |||||||
| 801 BROAD ST | CHATTANOOGA | TN | 37402 | NONE | PC | MINORITY CLERKSHIP PROGRAM/JUDICIAL INTERN | $3,500 |
| CHATTANOOGA CHAMBER FOUNDATION | |||||||
| 811 BROAD STREET SUITE 100 | CHATTANOOGA | TN | 37402 | NONE | PC | CHATTANOOGA 2.0 OPERATING SUPPORT | $350,000 |
| CHATTANOOGA CHAMBER FOUNDATION | |||||||
| 811 BROAD STREET SUITE 100 | CHATTANOOGA | TN | 37402 | NONE | PC | NEW LEADERSHIP AT HAMILTON COUNTY DEPARTMENT OF EDUCATION | $3,500 |
| CHATTANOOGA CHAMBER FOUNDATION | |||||||
| 811 BROAD STREET SUITE 100 | CHATTANOOGA | TN | 37402 | NONE | PC | VISIONING PROCESS FOR ECONOMIC PROSPERITY | $10,000 |
| CHATTANOOGA CHAMBER FOUNDATION | |||||||
| 811 BROAD STREET SUITE 100 | CHATTANOOGA | TN | 37402 | NONE | PC | ECONOMIC DEVELOPMENT STRATEGIC PLAN FOR CHATTANOOGA AND HAMILTON COUNTY | $30,000 |
| CHATTANOOGA CHAMBER FOUNDATION | |||||||
| 811 BROAD STREET SUITE 100 | CHATTANOOGA | TN | 37402 | NONE | PC | CHATTANOOGA 2.0 SPEAKER SERIES | $15,000 |
| CHATTANOOGA COMMUNITY KITCHEN | |||||||
| PO BOX 11203 | CHATTANOOGA | TN | 37402 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 |
| 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 EQUIPMENT TO EXPAND THE OPERATION GET ACTIVE PROGRAM INTO MORE HAMILTON COUNTY SCHOOLS | $10,000 |
| CHATTANOOGA NEIGHBORHOOD ENTERPRISE | |||||||
| 1500 CHESTNUT STREET ST 102 | CHATTANOOGA | TN | 37408 | NONE | PC | THE PROJECT FOR LEAN URBANISM-HIGHLAND PARK & RIDGEDALE | $50,000 |
| CHATTANOOGA SPORTS COMMITTEE | |||||||
| 736 MARKET STREET | CHATTANOOGA | TN | 37402 | NONE | PC | IRONMAN AND IRONMAN 70.3 TRIATHLON | $50,000 |
| CHATTANOOGA STATE | |||||||
| 4501 AMNICOLA HIGHWAY | CHATTANOOGA | TN | 37406 | NONE | PC | 2018 LATIN FEST AND LATINO AMERICAN SOCCER | $25,000 |
| CHATTANOOGA THEATRE CENTER | |||||||
| 400 RIVER STREET | CHATTANOOGA | TN | 37405 | NONE | PC | SECOND CENTURY FUND | $70,000 |
| CHATTANOOGA THEATRE CENTER | |||||||
| 400 RIVER STREET | CHATTANOOGA | TN | 37405 | NONE | PC | CHATTANOOGA FESTIVAL OF BLACK ARTS & IDEAS | $5,000 |
| CHATTANOOGA THUNDER TRACK CLUB | |||||||
| 7400 ALLEMANDE WAY | CHATTANOOGA | TN | 37421 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 |
| CHATTANOOGANS IN ACTION FOR LOVE EQUALITY AND BENEVOLENCE | |||||||
| PO BOX 11202 | CHATTANOOGA | TN | 37401 | NONE | PC | COMMUNITY BAIL FUND | $13,000 |
| CITY OF CHATTANOOGA | |||||||
| 3300 AMNICOLA HWY | CHATTANOOGA | TN | 37406 | NONE | PC | PUBLIC ART FOR THE TENNESSEE RIVERWALK FROM ROSS'S LANDING TO THE INCLINE IN ST. ELMO | $277,920 |
| 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 | ED JOHNSON MEMORIAL FUND | $6,500 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | CAPITAL CAMPAIGN | $4,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | SANKOFA FUND | $3,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | MAYOR'S FUND (YOUTH COUNCIL) | $1,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | TOGETHER WE CAN SCHOLARSHIP FUND | $3,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | HISTORIC AFRICAN AMERICAN CEMETERY FUND | $3,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | BOARD CONNECTOR FUND | $7,500 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | ARTS FORWARD INITIATIVE | $77,000 |
| 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 | STUDENT DIRECT ASSISTANCE FUND | $8,000 |
| CONTEMPORARY PERFORMING ARTS | |||||||
| 1307 DODDS AVE | CHATTANOOGA | TN | 37404 | NONE | PC | MUSICAL PERFORMANCE IN MEMORY OF CHRISTIAN RUSHING | $2,000 |
| CONTEMPORARY PERFORMING ARTS | |||||||
| 1307 DODDS AVE | CHATTANOOGA | TN | 37404 | NONE | PC | IN HONOR OF COPAC 25TH ANNIVERSARY | $2,500 |
| CREATIVE DISCOVERY MUSEUM | |||||||
| 321 CHESTNUT STREET | CHATTANOOGA | TN | 37402 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 |
| DYNAMO STUDIOS | |||||||
| 1001 BROAD STREET | CHATTANOOGA | TN | 37402 | NONE | PC | MOBILE PRODUCTION TECH LAB PILOT PROGRAM AT EAST LAKE ACADEMY & HOWARD | $25,000 |
| EAST LAKE EXPRESSION ENGINE | |||||||
| 2903 E 37TH ST | CHATTANOOGA | TN | 37407 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| ELLA LIBRARY | |||||||
| PO BOX 3034 | CHATTANOOGA | TN | 37404 | NONE | PC | BOOK FIESTA | $15,000 |
| ENTERPRISE CENTER | |||||||
| 1100 MARKET ST 500 | CHATTANOOGA | TN | 37402 | NONE | PC | CONSULTANT FOR THE OPPORTUNITY ZONE | $4,000 |
| ERLANGER HEALTH SYSTEM FOUNDATIONS | |||||||
| 975 E 3RD ST | CHATTANOOGA | TN | 37403 | NONE | PC | BELIEVE, THE CAMPAIGN FOR CHILDREN'S HOSPITAL | $100,000 |
| FAMILY PROMISE OF GREATER CHATTANOOGA | |||||||
| 1184 BALDWIN ST | CHATTANOOGA | TN | 37403 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| GIRLS INCORPORATED OF CHATTANOOGA | |||||||
| 409 SOUTH GREENWOOD AVE | CHATTANOOGA | TN | 37404 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 |
| GIRLS INCORPORATED OF CHATTANOOGA | |||||||
| 409 SOUTH GREENWOOD AVE | CHATTANOOGA | TN | 37404 | NONE | PC | SUMMER CAMP PROGRAM | $5,000 |
| GRANTMAKERS FOR EDUCATION | |||||||
| 750 SW WASHINGTON ST STE 605 | PORTLAND | OR | 97205 | NONE | PC | 2018 ORGANIZATIONAL DUES | $1,750 |
| GREENSPACES | |||||||
| 63 E MAIN STREET | CHATTANOOGA | TN | 37408 | NONE | PC | COMMUNITY POWER (A NEIGHBORHOOD REVITALIZATION PROGRAM) | $10,000 |
| GREENSPACES | |||||||
| 63 E MAIN STREET | CHATTANOOGA | TN | 37408 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| HAMILTON COUNTY DEPARTMENT OF EDUCATION | |||||||
| 3074 HICKORY VALLEY RD | CHATTANOOGA | TN | 37421 | NONE | PC | DESIGN OF LEARNING MODEL FOR NEW MIDDLE SCHOOL AT HOWARD | $100,000 |
| HAMILTON COUNTY DEPARTMENT OF EDUCATION | |||||||
| 3074 HICKORY VALLEY RD | CHATTANOOGA | TN | 37421 | NONE | PC | NEWCOMER CENTER AT HOWARD SCHOOL | $20,000 |
| HART GALLERY TENNESSEE | |||||||
| 110 EAST MAIN STREET | CHATTANOOGA | TN | 37408 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| HOPE FOR THE INNER CITY | |||||||
| 1800 ROANOKE AVE | CHATTANOOGA | TN | 37406 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| HUMANE EDUCATIONAL SOCIETY | |||||||
| 212 N HIGHLAND PARK AVE | CHATTANOOGA | TN | 37404 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| JAZZANOOGA | |||||||
| 401 E M L KING BLVD | CHATTANOOGA | TN | 37403 | NONE | PC | LEVITT AMP MUSIC SERIES | $25,000 |
| JAZZANOOGA | |||||||
| 401 E M L KING BLVD | CHATTANOOGA | TN | 37403 | NONE | PC | PORCHFEST | $15,000 |
| JAZZANOOGA | |||||||
| 401 E M L KING BLVD | CHATTANOOGA | TN | 37403 | NONE | PC | ARTS CONNECT | $14,000 |
| JAZZANOOGA | |||||||
| 401 E M L KING BLVD | CHATTANOOGA | TN | 37403 | NONE | PC | ASSIST WITH STRATEGIC/BRANDING PLAN | $3,000 |
| JAZZANOOGA | |||||||
| 401 E M L KING BLVD | CHATTANOOGA | TN | 37403 | NONE | PC | ARTISTS WORKSHOPS | $6,000 |
| LAUNCH CHATTANOOGA | |||||||
| 100 CHEROKEE BLVD SUITE 201 | CHATTANOOGA | TN | 37405 | NONE | PC | SUPPORTING ENTREPRENEURS FROM UNDERSERVED COMMUNITIES | $75,000 |
| LOOKOUT MOUNTAIN CONSERVANCY | |||||||
| PO BOX 76 | LOOKOUT MOUNTAIN | TN | 37350 | NONE | PC | HOWARD LEADERSHIP PROGRAM | $40,000 |
| LOOKOUT MOUNTAIN CONSERVANCY | |||||||
| PO BOX 76 | LOOKOUT MOUNTAIN | TN | 37350 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| LOVE'S ARM OUTREACH | |||||||
| 5233 DORSEY ST | CHATTANOOGA | TN | 37407 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 |
| LULA LAKE LAND TRUST | |||||||
| 5000 LULA LAKE ROAD | LOOKOUT MOUNTAIN | GA | 30750 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| METRO IDEAS PROJECT | |||||||
| 1216 E MAIN ST 102 | CHATTANOOGA | TN | 37408 | NONE | PC | STUDY THE IMPACT OF THE NEW FEDERAL OPPORTUNITY ZONE PROGRAM AND THE FEASIBILITY OF DOING CONSULTING WORK ON OPPORTUNITY ZONE ISSUES AND POLICIES AS A SUSTAINING BUSINESS FOR THE ORGANIZATION | $10,000 |
| PARTNERS FOR LIVABLE COMMUNITIES | |||||||
| 1429 21ST ST NW | WASHINGTON | DC | 20036 | NONE | PC | NATIONAL PRESS CLUB EVENT RECOGNIZING RONDELL CRIER | $3,000 |
| PARTNERSHIP FOR FAMILIES CHILDREN & ADULTS | |||||||
| 1800 MCCALLIE AVE | CHATTANOOGA | TN | 37404 | NONE | PC | ASSIST WITH THE EXPANSION AND REBRANDING OF THE CENTER FOR FAMILY CONNECTION | $2,000 |
| PEARL GROUP | |||||||
| 1800 WASHINGTON ST | CHATTANOOGA | TN | 37408 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| PUBLIC EDUCATION FOUNDATION | |||||||
| 100 EAST 10TH ST STE 500 | CHATTANOOGA | TN | 37402 | NONE | PC | URBAN EDUCATION INSTITUTE FOR TEACHERS AND PRINCIPALS IN THE OPPORTUNITY ZONE | $10,000 |
| PUBLIC EDUCATION FOUNDATION | |||||||
| 100 EAST 10TH ST STE 500 | CHATTANOOGA | TN | 37402 | NONE | PC | TEACHERPRENEUR | $125,000 |
| PUBLIC EDUCATION FOUNDATION | |||||||
| 100 EAST 10TH ST STE 500 | CHATTANOOGA | TN | 37402 | NONE | PC | STEP UP CHATTANOOGA | $105,000 |
| PUBLIC EDUCATION FOUNDATION | |||||||
| 100 EAST 10TH ST STE 500 | CHATTANOOGA | TN | 37402 | NONE | PC | COACHING FOR PRINCIPALS | $150,000 |
| REFLECTION RIDING ARBORETUM & NATURE CENTER | |||||||
| 400 GARDEN ROAD | CHATTANOOGA | TN | 37419 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| RIVER CITY COMPANY | |||||||
| 850 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | BUSINESS IMPROVEMENT DISTRICT FEASBILITY STUDY | $33,500 |
| RIVERMONT ELEMENTARY SCHOOL | |||||||
| 3330 HIXSON PIKE | CHATTANOOGA | TN | 37415 | NONE | PC | TAYLOR BYNUM SPECIAL NEEDS PLAYGROUND | $4,000 |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| 200 CENTRAL AVE | CHATTANOOGA | TN | 37403 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| SCULPTURE FIELDS AT MONTAGUE PARK | |||||||
| 1800 POLK ST | CHATTANOOGA | TN | 37408 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| SOUNDCORPS CHATTANOOGA | |||||||
| 301 E 11TH ST 300 | CHATTANOOGA | TN | 37403 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| SOUTH WINGS | |||||||
| 35 HAYWOOD STREET SUITE 201 | ASHEVILLE | NC | 28801 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| SOUTHEAST TENNESSEE DEVELOPMENT DISTRICT | |||||||
| 1000 RIVERFRONT PKWY | CHATTANOOGA | TN | 37402 | NONE | PC | NORTHSHORE TO NORTH CHICK RAIL-WITH-TRAIL | $17,500 |
| SOUTHEASTERN COUNCIL OF FOUNDATIONS | |||||||
| 50 HURT PLAZA SUITE 350 | ATLANTA | GA | 30303 | NONE | PC | 2018 ORGANIZATIONAL DUES | $9,790 |
| SOUTHERN ALLIANCE FOR CLEAN ENERGY | |||||||
| PO BOX 1842 | KNOXVILLE | TN | 37901 | NONE | PC | EXPAND THE RESTORE YOU RIGHTS WEBSITE PORTAL IN HAMILTON COUNTY | $2,000 |
| SOUTHERN APPALACHIAN WILDERNESS STEWARDS | |||||||
| 225 E CHESTNUT ST | ASHEVILLE | NC | 28801 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| SPLASH | |||||||
| PO BOX 3617 | CHATTANOOGA | TN | 37404 | NONE | PC | ART SUPPLIES NEEDED FOR YOUTH PROGRAMS | $5,000 |
| STEP AHEAD FOUNDATION CHATTANOOGA | |||||||
| 736 GEORGIA AVENUE | CHATTANOOGA | TN | 37402 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| STEP AHEAD FOUNDATION CHATTANOOGA | |||||||
| 736 GEORGIA AVENUE | CHATTANOOGA | TN | 37402 | NONE | PC | CAPACITY BUILDING AND EVALUATION | $75,000 |
| TENNESSEE AQUARIUM | |||||||
| 1 BROAD ST | CHATTANOOGA | TN | 37402 | NONE | PC | UNDERWATER ROBOTICS EDUCATION PROGRAM | $10,000 |
| TENNESSEE RIVER GORGE TRUST | |||||||
| 1214 DARTMOUTH ST | CHATTANOOGA | TN | 37405 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| THE CHATTANOOGA GIRLS LEADERSHIP ACADEMY | |||||||
| 1802 BAILEY AVENUE | CHATTANOOGA | TN | 37404 | NONE | PC | 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 | EAST LAKE CONNECTIONS | $75,000 |
| UNIFIED | |||||||
| 1609 MCCALLIE AVENUE | CHATTANOOGA | TN | 37404 | NONE | PC | GENERAL OPERATING SUPPORT | $350,000 |
| UNIFIED | |||||||
| 1609 MCCALLIE AVENUE | CHATTANOOGA | TN | 37404 | NONE | PC | COMMUNICATIONS PLAN | $7,500 |
| URBAN LEAGUE OF CHATTANOOGA | |||||||
| 730 E ML KING BLVD | CHATTANOOGA | TN | 37403 | NONE | PC | NEW LEADERSHIP POSITION | $46,000 |
| URBAN LEAGUE OF CHATTANOOGA | |||||||
| 730 E ML KING BLVD | CHATTANOOGA | TN | 37403 | NONE | PC | INTERIM LEADERSHIP | $3,000 |
| URBAN LEAGUE OF CHATTANOOGA | |||||||
| 730 E ML KING BLVD | CHATTANOOGA | TN | 37403 | NONE | PC | CPD MINORITY RECRUITMENT | $1,000 |
| URBAN LEAGUE OF CHATTANOOGA | |||||||
| 730 E ML KING BLVD | CHATTANOOGA | TN | 37403 | NONE | PC | INCLUSION BY DESIGN EXECUTIVE LEADERSHIP PROGRAM | $30,000 |
| WTCI-TV 45 | |||||||
| 7540 BONNYSHIRE DRIVE | CHATTANOOGA | TN | 37416 | NONE | PC | FEASBILITY STUDY | $10,000 |
| WTCI-TV 45 | |||||||
| 7540 BONNYSHIRE DRIVE | CHATTANOOGA | TN | 37416 | NONE | PC | CANDIDATE FORUM FOR THE UPCOMING ELECTION FOR THE HAMILTON COUNTY BOARD OF EDUCATION | $5,000 |
| YMCA OF METROPOLITAN CHATTANOOGA | |||||||
| 301 W 6TH STREET | CHATTANOOGA | TN | 37402 | NONE | PC | Y-CAP PROGRAM | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,501,060 | 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 | $230,468 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,121 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,591,218 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME/LOSSES- LIMITED PARTNERSHIPS | Desc |
| Unrelated Business Taxbl Incm | $107,676 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $107,676 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,835,807 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,943,483 | 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 | AUDIT & TAX SERVICES | CategoryTxt |
| Amt | $18,163 | Amt |
| Net Investment Income | $1,816 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,347 | 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 | $2,335,941 | $2,335,941 |
| INVESTMENT FUNDS | FMV | $85,137,096 | $85,137,096 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE EQUIPMENT & FURNITURE | $348,321 | $348,321 | $0 |
| 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 | $180 | LegalFeesAmt |
| Net Investment Income | $18 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $162 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM INVESTMENT MANAGER | Desc |
| BOY Book Value | $300,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NET UNREALIZED LOSS ON INVESTMENTS | $6,650,347 |
| UBTI NOT SHOWN ON AUDITED FINANCIALS | $107,676 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TECHNOLOGY EXPENSE | $2,910 | $291 | $2,619 |
| INSURANCE | $95,927 | $9,593 | $86,334 |
| OFFICE EXPENSE | $35,338 | $3,534 | $31,804 |
| PARKING | $7,075 | $708 | $6,368 |
| PROFESSIONAL DEVELOPMENT | $14,488 | $1,449 | $13,039 |
| SPEAKER SERIES | $13,443 | $0 | $13,443 |
| DIRECT CHARITABLE DISTRIBUTION | $179,575 | $0 | $179,575 |
| MANAGEMENT FEES | $0 | $212,420 | $0 |
| INVESTMENT EXPENSES FROM K-1S | $0 | $677,437 | $0 |
| PAYROLL EXPENSES | $46,066 | $4,607 | $41,459 |
| INVESTMENT INTEREST EXPENSE FROM K-1S | $0 | $79,728 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER PARTNERSHIP INCOME/LOSS | $14,121 | $41,871 | $14,121 |
| OTHER INVESTMENT INCOME/LOSSES- LIMITED PARTNERSHIPS | $107,676 | $0 | $107,676 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN WITHHOLDING TAX NOT ON AUDITED FINANCIALS | Desc |
| Amt | $37,996 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAXES PAYABLE | Desc |
| BOY Book Value | $10,500 | BOYBookValueAmt |
| EOY Book Value | $29,260 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FIRMS CONSULTING FEES | CategoryTxt |
| Amt | $14,432 | Amt |
| Net Investment Income | $14,432 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE | $48,760 | $0 | $48,760 |
| FOREIGN W/H TAX | $37,996 | $37,996 | $0 |