BENWOOD FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BENWOOD FOUNDATION INC (EIN 62-0476283)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201813179349100106
- Schema version
- 2017v2.3
- 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
- Other Assets 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 | 2018-11-13T07:49:57-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-11-06 | 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 | 2018-11-07 | 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 | 2018-11-06 | IPDt |
| IP Tm | 13:38:09 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3DD89B6AFB15536C98FDFCFB530237A9A494703E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $103,166,721 | 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 | $270,311 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $270,311 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,213,938 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,465,722 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,213,938 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $47,759 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,532,008 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,484,249 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $254,715 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,471 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $229,244 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $473,663 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $47,366 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $426,296 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $150,620 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $15,062 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $135,558 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,158 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,816 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,342 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $92,523 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37,023 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $29,388 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $2,939 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $123,414 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $12,341 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $111,073 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $31,229 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,123 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $28,106 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,067 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $107 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $960 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $206,419 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,003,403 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $190,048 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,381,196 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,148,651 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,137,627 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $850,694 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,466,937 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,231,890 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,148,651 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,604,564 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,300,118 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,335,598 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $72,388 | CashBOYAmt |
| Cash EOY | $43,380 | CashEOYAmt |
| Cash EOYFMV | $43,380 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,854,464 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,301,375 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,301,375 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $91,786,781 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $101,500,461 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $101,500,461 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $587,153 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $565,648 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $45,420 | LandBOYAmt |
| Land EOY | $21,505 | LandEOYAmt |
| Land EOYFMV | $21,505 | LandEOYFMVAmt |
| Other Assets BOY | $2,366,756 | OtherAssetsBOYAmt |
| Other Assets EOY | $300,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $300,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $99,125,809 | TotalAssetsBOYAmt |
| Total Assets EOY | $103,166,721 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $103,166,721 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $159,463 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $63,483 | AccountsPayableEOYAmt |
| Grants Payable BOY | $11,125,769 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,862,040 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $10,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,285,232 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,936,023 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $87,840,577 | UnrestrictedBOYAmt |
| Unrestricted EOY | $97,230,698 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $87,840,577 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $97,230,698 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $99,125,809 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $103,166,721 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $87,840,577 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,300,118 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,090,003 | OtherIncreasesAmt |
| Subtotal | $97,230,698 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $97,230,698 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CHATTANOOGA RENAISSANCE FUND II, LP | P | $0 | $0 | ||
| GT EMERGING MARKETS QP FUND LP | P | $0 | $0 | ||
| GT INSTITUTIONAL FIXED INCOME | P | $0 | $0 | ||
| GT INTERNATIONAL EQUITY QP FUND LP | P | $0 | $0 | ||
| GT OFFSHORE FUND, LTD. - CLASS A | P | $77,437 | $77,437 | $290,000 | $212,563 |
| GT OFFSHORE FUND, LTD. - CLASS B | P | $538,783 | $538,783 | $3,290,000 | $2,751,217 |
| GT REAL ASSETS | P | $369,644 | $369,644 | $750,000 | $380,356 |
| GT REAL ASSETS II | P | $0 | $0 | ||
| GT SPECIAL OPPORTUNITIES III LP | P | $0 | $0 | ||
| GT US QP FUND LP | P | $1,230,193 | $1,230,193 | $2,500,000 | $1,269,807 |
| HEADLANDS CAPITAL | P | $7,922 | $7,922 | $41,295 | $33,373 |
| JUMP FUND | P | $0 | $0 | ||
| MERCED PARTNERS II LP | P | $358,426 | $358,426 | $482,032 | $123,606 |
| MIT PRIVATE EQUITY | P | $217,990 | $217,990 | $651,629 | $433,639 |
| PALLADIAN PARTNERS VII LP | P | $0 | $0 | ||
| PALLADIAN PARTNERS VIII-A LP | P | $0 | $0 | ||
| PAUL CAPITAL PARTNERS VIII-A LP | P | $135,348 | $135,348 | $278,603 | $143,255 |
| SIGULER GUFF SMALL BUYOUT OPPORTUNITIES FUND | P | $420,614 | $420,614 | $621,096 | $200,482 |
| TWIN HAVEN SPECIAL OPPORTUNITY | P | $17,717 | $17,717 | $229,850 | $212,133 |
| EAGLE MLP STRATEGY | P | $0 | $0 | ||
| AGHAP FEEDER, LLC | P | $0 | $0 | ||
| GT ILS FUND, LP | P | $0 | $0 | ||
| TORTOISE MLP | P | $8,647 | $8,647 | $1,250,000 | $1,241,353 |
| EAGLE MLP STRATEGY | P | $831,217 | $831,217 | $2,081,217 | $1,250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,213,938 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,956,988 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $101,114,741 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.078693 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,723,976 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $108,542,480 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.098800 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,584,177 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $114,165,332 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.083950 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,991,175 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $109,501,300 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045581 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,934,381 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $97,931,870 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060597 | DistributionYr5Rt |
| Total Distribution | 0.367621 | TotalDistributionRt |
| Average Distribution | 0.073524 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $99,120,714 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,287,751 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $33,356 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,321,107 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,604,564 | 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 | $33,356 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,356 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,356 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,090 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $40,090 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,734 | OverpaymentAmt |
| Applied To ES Tax | $6,734 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT J SUDDERTH JR | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | TRUSTEE | 2.00 | $20,000 | $0 | $0 |
| 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 | $12,000 | $0 | $0 |
| WILLIAM H CHAPIN | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | TRUSTEE | 2.00 | $12,000 | $0 | $0 |
| MARTHA T ROBINSON | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | TRUSTEE | 2.00 | $12,000 | $0 | $0 |
| KERI RANDOLPH | ||||||||
| 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 | $198,715 | $31,500 | $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 | $129,289 | $19,832 | $0 |
| JEFF PFITZER | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | PROGRAM OFFICER | 40.00 | $124,298 | $18,933 | $0 |
| LORI QUILLEN | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | PROGRAM OFFICER | 40.00 | $78,850 | $12,116 | $0 |
| CONNIE PERRIN | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | ACCOUNTING & GRANTS | 40.00 | $70,660 | $10,888 | $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 | $3,350,243 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $97,279,923 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $100,630,166 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $100,630,166 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,509,452 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $99,120,714 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,956,036 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,956,036 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,356 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,356 | TotalTaxAmt |
| Distributable Before Adj | $4,922,680 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,922,680 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,922,680 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,604,564 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,604,564 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $33,356 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,571,208 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,922,680 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,191,805 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $4,058,226 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,440,678 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,978,873 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,669,582 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,604,564 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,922,680 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,681,884 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,351,466 | 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 | $1,191,805 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,159,661 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $4,058,226 | ExcessFromYear3Amt |
| Excess From Year2 | $5,440,678 | ExcessFromYear2Amt |
| Excess From Year1 | $2,978,873 | ExcessFromYear1Amt |
| Excess From Current Year | $2,681,884 | 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 (98 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ART 120 | |||||||
| 100 CHEROKEE BLVD 121 | CHATTANOOGA | TN | 37405 | NONE | PC | REPLENISH SUPPLIES LOST IN FIRE | $5,000 |
| ARTS BUILD | |||||||
| 406 FRAZIER AVE | CHATTANOOGA | TN | 37405 | NONE | PC | ECONOMIC IMPACT RESEARCH AND POLLING FOR TAX BASED FUNDING FOR THE ARTS OF CHATTANOOGA | $50,000 |
| AUSTIN HATCHER FOUNDATION FOR PEDIATRIC CANCER | |||||||
| 232 E 11TH ST STE 100 | CHATTANOOGA | TN | 37402 | NONE | PC | EDUCATION ADVANCEMENT CENTER IN DOWNTOWN CHATTANOOGA | $5,000 |
| BATTLE ACADEMY PTA | |||||||
| 1601 MARKET STREET | CHATTANOOGA | TN | 37408 | NONE | PC | BATTLE SMART PASS PROGRAM | $7,500 |
| BIKE WALK TENNESSEE | |||||||
| 903 WINDGATE ST | KNOXVILLE | TN | 37919 | NONE | PC | CHATTANOOGA CITY CELEBRATION & CICLAVIA | $5,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 6031 LEE HWY | CHATTANOOGA | TN | 37421 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| CAUSEWAY | |||||||
| 16 PATTEN PARKWAY | CHATTANOOGA | TN | 37402 | NONE | PC | CIVIC INNOVATION AND ENGAGEMENT HUB | $450,000 |
| CENTER FOR HEIRS' PROPERTY PRESERVATION | |||||||
| 1535 SAM RITTENBURG BLVD D | CHARLESTON | SC | 29407 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| CENTER FOR MINDFUL LIVING | |||||||
| 400 E MAIN ST 150 | CHATTANOOGA | TN | 37408 | NONE | PC | INTERNATIONAL DAY OF PEACE EVENT AT COOLIDGE PARK | $1,500 |
| CENTER FOR MINDFUL LIVING | |||||||
| 400 E MAIN ST 150 | CHATTANOOGA | TN | 37408 | NONE | PC | CAPITAL CAMPAIGN | $29,000 |
| 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 | ADVANCEMENT OF THE CHATTANOOGA LEGAL DIVERSITY CONSORTIUM | $5,000 |
| CHATTANOOGA CHAMBER FOUNDATION | |||||||
| 811 BROAD STREET SUITE 100 | CHATTANOOGA | TN | 37402 | NONE | PC | CHATTANOOGA 2.0 OPERATING SUPPORT | $150,000 |
| CHATTANOOGA CHAMBER FOUNDATION | |||||||
| 811 BROAD STREET SUITE 100 | CHATTANOOGA | TN | 37402 | NONE | PC | LEARNING EARNINGS PROGRAM | $19,000 |
| CHATTANOOGA COMMUNITY KITCHEN | |||||||
| PO BOX 11203 | CHATTANOOGA | TN | 37402 | NONE | PC | STRATEGIC PLAN | $10,000 |
| CHATTANOOGA COMMUNITY KITCHEN | |||||||
| PO BOX 11203 | CHATTANOOGA | TN | 37402 | NONE | PC | 2017 FAST DAY | $2,000 |
| CHATTANOOGA DESIGN STUDIO | |||||||
| 719 CHERRY STREET SUITE 100 | CHATTANOOGA | TN | 37402 | NONE | PC | GENERAL OPERATING SUPPORT | $250,000 |
| CHATTANOOGA NEIGHBORHOOD ENTERPRISE | |||||||
| 1500 CHESTNUT STREET ST 102 | CHATTANOOGA | TN | 37408 | NONE | PC | ARCHITECTURAL DETAILING FOR MAI BELL APARTMENTS IN HIGHLAND PARK | $10,000 |
| CHATTANOOGA NEIGHBORHOOD ENTERPRISE | |||||||
| 1500 CHESTNUT STREET ST 102 | CHATTANOOGA | TN | 37408 | NONE | PC | MISSING MIDDLE HOUSING DEVELOPMENT | $225,000 |
| CHATTANOOGA NEIGHBORHOOD ENTERPRISE | |||||||
| 1500 CHESTNUT STREET ST 102 | CHATTANOOGA | TN | 37408 | NONE | PC | MONEY SCHOOL | $5,000 |
| CHATTANOOGA SPORTS COMMITTEE | |||||||
| 736 MARKET STREET | CHATTANOOGA | TN | 37402 | NONE | PC | IRONMAN TRIATHLON CONTEST | $100,000 |
| CHATTANOOGA STATE | |||||||
| 4501 AMNICOLA HIGHWAY | CHATTANOOGA | TN | 37406 | NONE | PC | BRIDGES TO SUCCESS 2.0 | $6,000 |
| CHATTANOOGA SYMPHONY & OPERA | |||||||
| 701 BROAD STREET | CHATTANOOGA | TN | 37402 | NONE | PC | SOUND BEGINNINGS PROGRAM | $5,000 |
| CHATTANOOGA THEATRE CENTER | |||||||
| 400 RIVER STREET | CHATTANOOGA | TN | 37405 | NONE | PC | SECOND CENTURY FUND AND EDUCATIONAL PROGRAMS | $70,000 |
| 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 | $6,000 |
| COLAB | |||||||
| 55 E MAIN STREET | CHATTANOOGA | TN | 37408 | NONE | PC | KIVA CHATTANOOGA | $50,000 |
| COLLEGE OF CHARLESTON | |||||||
| 66 GEORGE STREET | CHARLESTON | SC | 29424 | NONE | PC | ADDLESTONE LIBRARY | $10,000 |
| COLLEGE OF CHARLESTON | |||||||
| 66 GEORGE STREET | CHARLESTON | SC | 29424 | NONE | PC | INTERNATIONAL PIANO SERIES | $5,000 |
| COLLEGE OF CHARLESTON | |||||||
| 66 GEORGE STREET | CHARLESTON | SC | 29424 | NONE | PC | RUSSIAN STUDIES PROGRAM FOR SPEAKERS & STUDENT | $10,000 |
| COMMON CENTS FINANCIAL LITERACY INC | |||||||
| PO BOX 4564 | CHATTANOOGA | TN | 37405 | NONE | PC | PROVIDE PRACTICAL FINANCIAL EDUCATION | $7,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | DUAL ENROLLMENT SCHOLARSHIP FUND | $100,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | WAYNE WHITE PROJECT | $25,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | SANKOFA FUND | $5,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | PURPOSITY | $7,500 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | HIDDEN FIGURES MOVIE SHOWING AND DISCUSSION PANEL | $1,170 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | BRIDGE SCHOLARS FUND | $2,500 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | BOARD CONNECTOR WEB PLATFORM | $10,500 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | ARTS FORWARD INITIATIVE | $25,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | CHATTANOOGA 2.0 VENTURE FUND | $1,000,000 |
| CRABTREE FARMS OF CHATTANOOGA INC | |||||||
| 1000 E 30TH STREET | CHATTANOOGA | TN | 37407 | NONE | PC | CRABTREE FARMS MASTER PLAN | $306,000 |
| CREATIVE DISCOVERY MUSEUM | |||||||
| 321 CHESTNUT STREET | CHATTANOOGA | TN | 37402 | NONE | PC | IN HONOR OF HENRY SCHULSON'S 20 YEAR ANNIVERSARY | $2,500 |
| ENTERPRISE COMMUNITY PARTNERS INC | |||||||
| 10 G STREET NE SUITE 580 | WASHINGTON | DC | 20002 | NONE | PC | APPLICATIONS AND RESEARCH PROGRAM | $78,334 |
| FIRST THINGS FIRST | |||||||
| 620 LINDSAY ST 100 | CHATTANOOGA | TN | 37403 | NONE | PC | SUCCESS READY PROGRAM | $5,000 |
| GIRLS INCORPORATED OF CHATTANOOGA | |||||||
| 409 SOUTH GREENWOOD AVE | CHATTANOOGA | TN | 37404 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| GLASS HOUSE COLLECTIVE | |||||||
| 2523 GLASS STREET | CHATTANOOGA | TN | 37406 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| GRANT COUNTY COMMUNITY FOUNDATION | |||||||
| PO BOX 1767 | SILVER CITY | NM | 88062 | NONE | PC | IN HONOR OF SEBERT BREWER, JR. | $500 |
| GRANTMAKERS FOR EDUCATION | |||||||
| 750 SW WASHINGTON ST STE 605 | PORTLAND | OR | 97205 | NONE | PC | 2017 ORGANIZATIONAL DUES | $1,750 |
| GREENSPACES | |||||||
| 63 E MAIN STREET | CHATTANOOGA | TN | 37408 | NONE | PC | IN HONOR OF TEN YEAR ANNIVERSARY. CHALLENGE GRANT TO HELP BROADEN THE ANNUAL GIVING PROGRAM | $10,000 |
| HART GALLERY TENNESSEE | |||||||
| 110 EAST MAIN STREET | CHATTANOOGA | TN | 37408 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| HIGHLAND PARK COMMONS | |||||||
| 2000 UNION AVE | CHATTANOOGA | TN | 37404 | NONE | PC | ONGOING WORK IN THE RIDGEDALE AND HIGHLAND PARK NEIGHBORHOODS | $50,000 |
| HUNTER MUSEUM OF AMERICAN ART | |||||||
| 10 BLUFF VIEW AVE | CHATTANOOGA | TN | 37403 | NONE | PC | FACILITIES IMPROVEMENT RESULTING FROM THE 1ST STREET PLAN AND CONSULT FOR GALLAGHER AND ASSOCIATES | $4,000 |
| LAND TRUST FOR TENNESSEE | |||||||
| 901 BROADWAY | NASHVILLE | TN | 37202 | NONE | PC | PRESERVATION OF THE CONNOR HOUSE ON SIGNAL MOUNTAIN | $10,000 |
| LOOKOUT MOUNTAIN CONSERVANCY | |||||||
| PO BOX 76 | LOOKOUT MOUNTAIN | TN | 37350 | NONE | PC | HOWARD LEADERSHIP PROGRAM | $30,000 |
| MDC INC | |||||||
| 307 WEST MAIN STREET | DURHAM | NC | 27701 | NONE | PC | NETWORK FOR SOUTHERN ECONOMIC MOBILITY | $25,000 |
| METRO IDEAS PROJECT | |||||||
| 1216 E MAIN ST 102 | CHATTANOOGA | TN | 37408 | NONE | PC | CONDUCT RESEARCH IN SUPPORT OF CHATTANOOGA'S PARTICIPATION IN THE NETWORK FOR SOUTHERN ECONOMIC MOBILITY | $10,000 |
| METRO IDEAS PROJECT | |||||||
| 1216 E MAIN ST 102 | CHATTANOOGA | TN | 37408 | NONE | PC | CHATTANOOGA IDEAS FORUM AND MIP FELLOWSHIP | $50,000 |
| METROPOLITAN MINISTRIES | |||||||
| 1112 MCCALLIE | CHATTANOOGA | TN | 374042822 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 |
| MID-SOUTH SCULPTURE ALLIANCE | |||||||
| PO BOX 3505 | CHATTANOOGA | TN | 37404 | NONE | PC | RIVERWALK TEMPORARY EXHIBITION OF OUTDOOR SCULPTURES | $30,000 |
| MISSION CHATTANOOGA | |||||||
| 149 E M L KING BLVD | CHATTANOOGA | TN | 37402 | NONE | PC | FAITH/WORK SEGMENT FOR START UP WEEK OCTOBER 2017 | $1,000 |
| NORTHSIDE NEIGHBORHOOD HOUSE | |||||||
| 211 MINOR STREET | CHATTANOOGA | TN | 37405 | NONE | PC | RED BANK HIGH SCHOOL COMMUNITY SCHOOL | $60,000 |
| PUBLIC EDUCATION FOUNDATION | |||||||
| 100 EAST 10TH ST STE 500 | CHATTANOOGA | TN | 37402 | NONE | PC | LEADERSHIP PIPELINE COACHING | $130,000 |
| PUBLIC EDUCATION FOUNDATION | |||||||
| 100 EAST 10TH ST STE 500 | CHATTANOOGA | TN | 37402 | NONE | PC | TEACHERPRENEUR INCUBATOR AND TEACHER POLICY FELLOWS | $155,000 |
| PUBLIC EDUCATION FOUNDATION | |||||||
| 100 EAST 10TH ST STE 500 | CHATTANOOGA | TN | 37402 | NONE | PC | STEP UP | $100,000 |
| PUBLIC EDUCATION FOUNDATION | |||||||
| 100 EAST 10TH ST STE 500 | CHATTANOOGA | TN | 37402 | NONE | PC | TEACHER OF THE YEAR AWARDS | $8,000 |
| RED BANK ELEMENTARY SCHOOL | |||||||
| 1100 MOUNTAIN CREEK ROAD | CHATTANOOGA | TN | 37405 | NONE | PC | A FULL TIME TEACHING ASSISTANT FOR THE FOREST KINDERGARTEN PROGRAM | $30,000 |
| REFLECTION RIDING ARBORETUM & NATURE CENTER | |||||||
| 400 GARDEN ROAD | CHATTANOOGA | TN | 37419 | NONE | PC | IN HONOR OF MARK MCKNIGHT, NEW EXECUTIVE DIRECTOR | $1,500 |
| RIVER CITY COMPANY | |||||||
| 850 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | PASSAGEWAYS 2.0 - TO CREATE 3 PERMANENT INSTALLATIONS | $50,000 |
| RIVER CITY COMPANY | |||||||
| 850 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | DOWNTOWN PARKING STUDY | $75,000 |
| RIVER CITY COMPANY | |||||||
| 850 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | ML KING COMMERICAL CORRIDOR | $250,000 |
| RIVER CITY COMPANY | |||||||
| 850 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | INTERACTIVE BREAKOUT SESSION AT THE PROJECT FOR PUBLIC SPACES ANNUAL CONFERENCE | $5,000 |
| SIGNAL CENTERS INC | |||||||
| 109 N GERMANTOWN RD | CHATTANOOGA | TN | 37411 | NONE | PC | PRELIMINARY WORK OF CHATTANOOGA 2.0 EARLY CHILDHOOD COALITION | $10,000 |
| SOUNDCORPS CHATTANOOGA | |||||||
| 301 E 11TH ST 300 | CHATTANOOGA | TN | 37403 | NONE | PC | MUSIC INITIATIVE | $50,000 |
| 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 | 2017 ORGANIZATIONAL DUES | $9,600 |
| SOUTHERN ENVIRONMENTAL LAW CENTER | |||||||
| 201 WEST MAIN STREET | CHARLOTTESVILLE | VA | 22902 | NONE | PC | OPERATING SUPPORT | $100,000 |
| SPLASH | |||||||
| PO BOX 3617 | CHATTANOOGA | TN | 37404 | NONE | PC | YOUTH ARTS PROGRAM | $2,500 |
| STADIUM CORPORATION | |||||||
| 1826 CARTER STREET | CHATTANOOGA | TN | 37408 | NONE | PC | COMMUNITY KITCHEN INCUBATOR | $55,800 |
| STEP AHEAD FOUNDATION CHATTANOOGA | |||||||
| 736 GEORGIA AVENUE | CHATTANOOGA | TN | 37402 | NONE | PC | LIFE PLANNING SEMINAR | $5,000 |
| TENNESSEE WILDLIFE FEDERATION | |||||||
| 300 ORLANDO AVENUE | NASHVILLE | TN | 37209 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| THE BETHLEHEM CENTER | |||||||
| 200 W 38TH ST | CHATTANOOGA | TN | 37410 | NONE | PC | MOBILE LAB PROJECT | $5,000 |
| THE CHATTANOOGA GIRLS LEADERSHIP ACADEMY | |||||||
| 1802 BAILEY AVENUE | CHATTANOOGA | TN | 37404 | NONE | PC | STEAM INTEGRATION MODEL | $150,000 |
| THE HOWARD SCHOOL | |||||||
| 2500 MARKET ST | CHATTANOOGA | TN | 37408 | NONE | PC | HOWARD SCHOOL TIGERS BASEBALL FACILITY BUILD OUT | $2,500 |
| 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 | STERCHI FARM TRAILHEAD MASTER PLAN | $198,175 |
| TRUST FOR PUBLIC LAND | |||||||
| 202 TREMONT ST | CHATTANOOGA | TN | 37405 | NONE | PC | TO PURCHASE THE CSX ABANDONED RAIL LINE CONNECTING THE RIVERWALK EXTENSION TO ALTON PARK | $750,000 |
| UNIFIED | |||||||
| 1609 MCCALLIE AVENUE | CHATTANOOGA | TN | 37404 | NONE | PC | GENERAL OPERATING SUPPORT FOR BUILDING PUBLIC SUPPORT AND ADVOCACY FOR EXCELLENT PUBLIC EDUCATION IN HAMILTON COUNTY | $600,000 |
| UNITED WAY OF GREATER CHATTANOOGA | |||||||
| 630 MARKET STREET | CHATTANOOGA | TN | 37402 | NONE | PC | CHATTANOOGA BASICS | $6,108 |
| UNITED WAY OF GREATER CHATTANOOGA | |||||||
| 630 MARKET STREET | CHATTANOOGA | TN | 37402 | NONE | PC | CHATTANOOGA MENTORING COLLECTIVE | $10,000 |
| UNIVERSITY OF TENNESSEE AT CHATTANOOGA | |||||||
| 615 MCCALLIE AVENUE | CHATTANOOGA | TN | 37403 | NONE | PC | TO LEAD EFFORTS TO INCREASE USE OF THE GOVERNOR'S HEALTHIERTN PLATFORM | $7,500 |
| URBAN LEAGUE OF CHATTANOOGA | |||||||
| 730 E ML KING BLVD | CHATTANOOGA | TN | 37403 | NONE | PC | URBAN LEAGUE YOUNG PROFESSIONALS | $2,000 |
| URBAN LEAGUE OF CHATTANOOGA | |||||||
| 730 E ML KING BLVD | CHATTANOOGA | TN | 37403 | NONE | PC | NEXTLEVEL CHATTANOOGA-AN EXECUTIVE ENTREPRENEURSHIP PROGRAM FOR EXISTING BUSINESS OWNERS | $25,000 |
| URBAN LEAGUE OF CHATTANOOGA | |||||||
| 730 E ML KING BLVD | CHATTANOOGA | TN | 37403 | NONE | PC | LEVITT AMP CHATTANOOGA MUSIC SERIES | $25,000 |
| URBAN LEAGUE OF CHATTANOOGA | |||||||
| 730 E ML KING BLVD | CHATTANOOGA | TN | 37403 | NONE | PC | INCLUSION BY DESIGN EXECUTIVE LEADERSHIP PROGRAM | $32,500 |
| WOMEN'S FUND OF GREATER CHATTANOOGA | |||||||
| 801 N HOLTZCLAW AVENUE 125 | CHATTANOOGA | TN | 37404 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| WTCI-TV 45 | |||||||
| 7540 BONNYSHIRE DRIVE | CHATTANOOGA | TN | 37416 | NONE | PC | TECHNICAL EMERGENCY | $10,000 |
| WTCI-TV 45 | |||||||
| 7540 BONNYSHIRE DRIVE | CHATTANOOGA | TN | 37416 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| YMCA OF METROPOLITAN CHATTANOOGA | |||||||
| 301 W 6TH STREET | CHATTANOOGA | TN | 37402 | NONE | PC | HEALTHY CORNER STORE INITIATIVE AND MOBILE MARKET | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,466,937 | 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 | $270,311 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,554 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,213,938 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT LOSSES- LIMITED PARTNERSHIPS | Desc |
| Business | 523920 | BusinessCd |
| Unrelated Business Taxbl Incm | $43,205 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $43,205 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,488,803 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,532,008 | 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 | $18,158 | Amt |
| Net Investment Income | $1,816 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,342 | 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 | $5,619,890 | $5,619,890 |
| INVESTMENT FUNDS | FMV | $95,880,571 | $95,880,571 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| OFFICE EQUIPMENT & FURNITURE | $347,843 | $347,843 | $0 | |
| LEASEHOLD IMPROVEMENTS | $239,310 | $217,805 | $21,505 | $21,505 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MISSION RELATED INVESTMENT | $628,756 | $0 | $0 |
| FEDERAL EXCISE TAXES PAYABLE | $38,000 | $0 | $0 |
| DUE FROM INVESTMENT MANAGER | $1,700,000 | $300,000 | $300,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TECHNOLOGY EXPENSE | $2,910 | $291 | $2,619 |
| INSURANCE | $88,685 | $8,869 | $79,816 |
| OFFICE EXPENSE | $38,062 | $3,806 | $34,256 |
| PARKING | $5,690 | $569 | $5,121 |
| PROFESSIONAL DEVELOPMENT | $3,431 | $343 | $3,088 |
| SPEAKER SERIES | $8,530 | $0 | $8,530 |
| DIRECT CHARITABLE DISTRIBUTION | $34,177 | $0 | $34,177 |
| STRATEGIC PLANNING | $24,934 | $2,493 | $22,441 |
| MANAGEMENT FEES | $0 | $189,490 | $0 |
| INVESTMENT EXPENSES FROM K-1S | $0 | $797,542 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESTMENT FIRMS CONSULTING FEES | -$3,998 | $0 | -$3,998 |
| OTHER INCOME | $8,552 | $0 | $8,552 |
| OTHER INVESTMENT LOSSES- LIMITED PARTNERSHIPS | $43,205 | $43,205 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $7,090,003 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAXES PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $10,500 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE | $55,500 | $0 | $0 |
| FOREIGN W/H TAX | $37,023 | $37,023 | $0 |