BENWOOD FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BENWOOD FOUNDATION INC (EIN 62-0476283)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-09
- IRS object ID
- 201643149349101379
- Schema version
- 2015v2.1
- 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 Corp Bonds 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 | 2016-11-09T14:38:25-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 DECOSIMO LLC PLLC | 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 | 2015-01-01 | 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 | 2016-11-09 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $102,204,032 | 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 | $1,359,723 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,359,723 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,071,997 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,509,169 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,071,997 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$851,767 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,579,953 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,431,720 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $242,946 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,295 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $200,651 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $461,540 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $46,154 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $415,386 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $94,272 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $9,427 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $84,845 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,213 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $521 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,692 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $75,030 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75,030 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $142,833 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $45,134 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $97,699 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $50,835 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $5,084 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $124,454 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $12,445 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $112,009 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $21,157 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,116 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $19,041 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $584 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $58 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $526 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,083,388 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,589 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,064,800 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,318,252 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $240,453 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,014,049 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,781,840 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,781,840 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,100,092 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $240,453 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,795,889 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,520,139 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,191,267 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,673 | CashBOYAmt |
| Cash EOY | $82,610 | CashEOYAmt |
| Cash EOYFMV | $82,610 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,952,838 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,927,175 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,927,175 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $5,987,531 | AcctRcvblBOYAmt |
| Prepaid Expenses EOY | $9,553 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $9,553 | PrepaidExpensesEOYFMVAmt |
| Corporate Bonds BOY | $6,334,391 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $99,208,867 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $97,667,588 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $97,667,588 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $570,880 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $489,479 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $123,093 | LandBOYAmt |
| Land EOY | $81,401 | LandEOYAmt |
| Land EOYFMV | $81,401 | LandEOYFMVAmt |
| Other Assets BOY | $279,305 | OtherAssetsBOYAmt |
| Other Assets EOY | $435,705 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $435,705 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $113,897,698 | TotalAssetsBOYAmt |
| Total Assets EOY | $102,204,032 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $102,204,032 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $22,192 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $759,681 | AccountsPayableEOYAmt |
| Grants Payable BOY | $8,736,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $6,611,770 | GrantsPayableEOYAmt |
| Other Liabilities BOY | -$17,131 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,741,061 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,371,451 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $105,156,637 | UnrestrictedBOYAmt |
| Unrestricted EOY | $94,832,581 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $105,156,637 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $94,832,581 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $113,897,698 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $102,204,032 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $105,156,637 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,520,139 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,124,230 | OtherIncreasesAmt |
| Subtotal | $102,760,728 | SubtotalAmt |
| Other Decreases | $7,928,147 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $94,832,581 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| 1607 CAPITAL BOND FUND | P | $4,645 | $4,645 | $4,645 | |
| MERCED PARTNERS II LP | P | $312,195 | $312,195 | $312,195 | |
| MIT PRIVATE EQUITY | P | $737,288 | $737,288 | $737,288 | |
| PAUL CAPITAL PARTNERS VIII-A LP | P | $141,329 | $141,329 | $141,329 | |
| SIGULER GUFF SMALL BUYOUT OPPORTUNITIES FUND | P | $890,419 | $890,419 | $890,419 | |
| TWIN HAVEN SPECIAL OPPORTUNITY | P | -$425,462 | -$425,462 | $425,462 | |
| GT INSTITUTIONAL FIXED INCOME | P | $10,401 | $10,401 | $10,401 | |
| GT SPECIAL OPPORTUNITIES III LP | P | $937,117 | $937,117 | $937,117 | |
| GT US QP FUND LP | P | $1,174,021 | $1,174,021 | $1,174,021 | |
| GT INTERNATIONAL EQUITY QP FUND LP | P | $1,963,577 | $1,963,577 | $1,963,577 | |
| PALLADIAN PARTNERS VII LP | P | $67,653 | $67,653 | $67,653 | |
| GT REAL ASSETS | P | $8,320 | $8,320 | $8,320 | |
| GT EMERGING MARKETS QP FUND LP | P | $250,740 | $250,740 | $250,740 | |
| PALLADIAN PARTNERS VIII-A LP | P | $1,821 | $1,821 | $1,821 | |
| JUMP FUND | P | -$203 | -$203 | $203 | |
| CHATTANOOGA RENAISSANCE FUND II, LP | P | -$7,556 | -$7,556 | $7,556 | |
| SALE OF PUBLICLY TRADED SECURITIES-PIMCO FDS SHORT TERM FUND | P | -$3,951 | -$3,951 | $3,951 | |
| SALE OF PUBLICLY TRADED SECURITIES-VANGUARD TOTAL BOND MARKET INDEX FUND | P | $9,643 | $9,643 | $9,643 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,071,997 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $9,584,177 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $114,165,332 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.083950 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,991,175 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $109,501,300 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045581 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,934,381 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $97,931,870 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060597 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,589,005 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $103,908,481 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.063412 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,671,868 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $98,981,025 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067406 | DistributionYr5Rt |
| Total Distribution | 0.320946 | TotalDistributionRt |
| Average Distribution | 0.064189 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $108,542,480 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,967,233 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $71,913 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,039,146 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,795,889 | 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 | $71,913 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $71,913 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $71,913 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $91,160 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $91,160 | TotalPaymentsAndCreditsAmt |
| Overpayment | $19,247 | OverpaymentAmt |
| Applied To ES Tax | $19,247 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| 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 (7 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 |
| MARTHA T ROBINSON | ||||||||
| 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 |
| 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 |
| SEBERT BREWER | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | TRUSTEE | 2.00 | $20,000 | $0 | $0 |
| SARAH MORGAN | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | PRESIDENT | 40.00 | $166,946 | $29,424 | $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 | $98,063 | $18,709 | $0 |
| JEFF PFITZER | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | PROGRAM DIRECTOR | 40.00 | $93,421 | $17,863 | $0 |
| CONNIE PERRIN | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | ACCOUNTING & PROGRAM | 40.00 | $61,093 | $10,262 | $0 |
| LORI QUILLEN | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | PROGRAM OFFICER | 40.00 | $60,257 | $10,866 | $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 | $104,626,937 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,568,474 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $110,195,411 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $110,195,411 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,652,931 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $108,542,480 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,427,124 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,427,124 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $71,913 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $71,913 | TotalTaxAmt |
| Distributable Before Adj | $5,355,211 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,355,211 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,355,211 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,795,889 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,795,889 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $71,913 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,723,976 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,355,211 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,162,488 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,191,805 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $4,058,226 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,412,519 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,795,889 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,355,211 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,440,678 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,853,197 | 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 | $11,853,197 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,162,488 | ExcessFromYear4Amt |
| Excess From Year3 | $1,191,805 | ExcessFromYear3Amt |
| Excess From Year1 | $4,058,226 | ExcessFromYear1Amt |
| Excess From Current Year | $5,440,678 | 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 (126 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ART 120 | |||||||
| 1511 WILLIAMS STREET | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | MAKER PROGRAM WITH THE HOWARD SCHOOL | $30,000 |
| ARTS BUILD | |||||||
| 406 FRAZIER AVE | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | ECONOMIC IMPACT RESEARCH AND POLLING FOR TAX BASED FUNDING FOR THE ARTS OF CHATTANOOGA | $30,000 |
| ASSOCIATION FOR VISUAL ARTISTS | |||||||
| 30 FRAZIER AVENUE | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | 4 BRIDGES ARTS FESTIVAL | $50,000 |
| BAYLOR SCHOOL | |||||||
| 171 BAYLOR SCHOOL ROAD | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | IN MEMORY OF SCOTT L. PROBASCO JR. | $500 |
| BESSIE SMITH CULTURAL CENTER AFRICAN AMERICAN MUSEUM PERFORMANCE HALL | |||||||
| 200 EAST ML KING BLVD | CHATTANOOGA | TN | 37403 | NONE | 501(C)(3) | 2015 BESSIE SMITH STRUT | $15,000 |
| BIG BROTHERS BIG SISTERS OF GREATER CHATTANOOGA | |||||||
| 2015 BAILEY AVENUE | CHATTANOOGA | TN | 37404 | NONE | 501(C)(3) | IN MEMORY OF JACK BENSON | $1,000 |
| BROWN ACADEMY | |||||||
| 718 EAST 8TH STREET | CHATTANOOGA | TN | 37403 | NONE | 501(C)(3) | SUMMER LITERACY LAB | $10,000 |
| BROWN ACADEMY | |||||||
| 718 EAST 8TH STREET | CHATTANOOGA | TN | 37403 | NONE | 501(C)(3) | PURCHASE BOOKS FOR GUIDED READING ROOM AND CLASSROOM LIBRARIES | $5,000 |
| CAUSEWAY | |||||||
| 16 PATTEN PARKWAY | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | CIVIC INNOVATION AND ENGAGEMENT HUB | $600,000 |
| CENTER FOR MINDFUL LIVING | |||||||
| 1212 MCCALLIE AVENUE | CHATTANOOGA | TN | 37404 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 |
| CHAMBLISS CENTER FOR CHILDREN | |||||||
| 315 GILLESPIE ROAD | CHATTANOOGA | TN | 37411 | NONE | 501(C)(3) | EXPANSION OF EARLY CHILDHOOD PROGRAM | $400,000 |
| CHATTANOOGA AREA FOOD BANK | |||||||
| 2009 CURTAIN POLE ROAD | CHATTANOOGA | TN | 37406 | NONE | 501(C)(3) | HARVESTED HERE FOOD HUB | $300,000 |
| CHATTANOOGA AREA FOOD BANK | |||||||
| 2009 CURTAIN POLE ROAD | CHATTANOOGA | TN | 37406 | NONE | 501(C)(3) | EXPANDED OPERATIONAL CAPACITY AND INFRASTRUCTURE | $50,000 |
| CHATTANOOGA AREA FOOD BANK | |||||||
| 2009 CURTAIN POLE ROAD | CHATTANOOGA | TN | 37406 | NONE | 501(C)(3) | EDUCATIONAL PROGRAMS FOR LOCAL FARMS | $5,000 |
| CHATTANOOGA AREA FOOD BANK | |||||||
| 2009 CURTAIN POLE ROAD | CHATTANOOGA | TN | 37406 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,500 |
| CHATTANOOGA AREA REGIONAL TRANSPORTATION AUTHORITY | |||||||
| 1617 WILCOX BLVD | CHATTANOOGA | TN | 37406 | NONE | 501(C)(3) | INCLINE RAILWAY CAR REPLACEMENT PROJECT | $54,000 |
| CHATTANOOGA CHAMBER FOUNDATION | |||||||
| 811 BROAD STREET SUITE 100 | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | WORKFORCE DATA MAPPING | $28,000 |
| CHATTANOOGA COMMUNITY KITCHEN | |||||||
| PO BOX 11203 | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | IN HONOR OF JACK RIGGER | $1,500 |
| CHATTANOOGA FILM FESTIVAL | |||||||
| 9689 SALISBURY LANE | OOLTEWAH | TN | 37363 | NONE | 501(C)(3) | CHATTANOOGA FILM FESTIVAL | $30,000 |
| CHATTANOOGA HISTORY CENTER | |||||||
| 2 BROAD STREET | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | CONSULTING AGREEMENT REGARDING SUSTAINABILITY | $2,100 |
| CHATTANOOGA SPORTS COMMITTEE | |||||||
| 736 MARKET STREET | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | IRONMAN TRIATHLON CONTEST | $50,000 |
| CHATTANOOGA SPORTS MINISTRIES INC | |||||||
| 609 S ORCHARD KNOB AVE | CHATTANOOGA | TN | 37404 | NONE | 501(C)(3) | OPERATION GET ACTIVE | $20,000 |
| CHATTANOOGA STATE | |||||||
| 4501 AMNICOLA HIGHWAY | CHATTANOOGA | TN | 37406 | NONE | 501(C)(3) | 2015 LATIN FESTIVAL | $25,000 |
| CHATTANOOGA THEATRE CENTER | |||||||
| 400 RIVER STREET | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | PROPERTY EVALUATION & STRATEGIC PLANNING CONSULTANT SEARCH | $30,000 |
| CHATTANOOGA WOODWORKING ACADEMY | |||||||
| 1604 SOUTH MARKET STREET | CHATTANOOGA | TN | 37408 | NONE | 501(C)(3) | TO PURCHASE DRAFTING EQUIPMENT AND TOOLS TO BROADEN THE SCOPE OF TRAINING | $50,000 |
| CITY OF CHATTANOOGA | |||||||
| 3300 AMNICOLA HWY | CHATTANOOGA | TN | 37406 | NONE | 501(C)(3) | MLK, CITY CENTER, OPEN DESIGN | $400,000 |
| CITY OF CHATTANOOGA | |||||||
| 3300 AMNICOLA HWY | CHATTANOOGA | TN | 37406 | NONE | 501(C)(3) | PUBLIC ART FOR RIVERWALK FROM ROSS'S LANDING TO ST. ELMO | $280,000 |
| CITY OF CHATTANOOGA | |||||||
| 3300 AMNICOLA HWY | CHATTANOOGA | TN | 37406 | NONE | 501(C)(3) | EXPAND PUBLIC ART PROGRAM IN THE NEIGHBORHOODS | $150,000 |
| CITY OF CHATTANOOGA | |||||||
| 3300 AMNICOLA HWY | CHATTANOOGA | TN | 37406 | NONE | 501(C)(3) | MURAL PROJECT ON M.L. KING BOULEVARD | $50,000 |
| CITY OF CHATTANOOGA | |||||||
| 3300 AMNICOLA HWY | CHATTANOOGA | TN | 37406 | NONE | 501(C)(3) | GRANT FUNDS FOR NEIGHBORHOOD UNIVERSITY | $50,000 |
| CITY OF CHATTANOOGA | |||||||
| 3300 AMNICOLA HWY | CHATTANOOGA | TN | 37406 | NONE | 501(C)(3) | ART EXHIBIT ON THE BESSIE SMITH LAWN | $43,000 |
| CO LAB | |||||||
| 55 E MAIN STREET | CHATTANOOGA | TN | 37408 | NONE | 501(C)(3) | GIGTANKS365 | $250,000 |
| CO LAB | |||||||
| 55 E MAIN STREET | CHATTANOOGA | TN | 37408 | NONE | 501(C)(3) | EXPANDED ACCELERATOR & SPEAKER SERIES | $200,000 |
| CO LAB | |||||||
| 55 E MAIN STREET | CHATTANOOGA | TN | 37408 | NONE | 501(C)(3) | MAKER FAIRE | $26,000 |
| CO LAB | |||||||
| 55 E MAIN STREET | CHATTANOOGA | TN | 37408 | NONE | 501(C)(3) | CO STARTERS SUMMIT | $9,000 |
| COLLEGE OF CHARLESTON | |||||||
| 66 GEORGE STREET | CHARLESTON | SC | 29424 | NONE | 501(C)(3) | ADDLESTONE LIBRARY | $5,000 |
| COLLEGE OF CHARLESTON | |||||||
| 66 GEORGE STREET | CHARLESTON | SC | 29424 | NONE | 501(C)(3) | COLLEGE OF ARTS | $5,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | ATELIER FUND | $50,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | CHATTANOOGA MOBILE MARKET FUND | $30,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | CHILLER AND EMPLOYEE PROTECTION DURING MURAL PAINTING ON THE SOUTH SIDE OF THE MURAL ON MLK | $20,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | HAMILTON COUNTY READING INITIATIVE FUND | $20,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | BRIDGE SCHOLARS FUND | $11,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | BENWOOD/LYNDHURST FUND #2 ART IN PUBLIC SCHOOLS | $10,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | CHATTANOOGA BRIDGE SCHOLARS FUND | $10,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | STUDENT LEADERSHIP ACADEMY | $9,200 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | SANKOFA FUND | $6,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | FREEDOM FUND | $5,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | TOGETHER WE CAN SCHOLARSHIP FUND | $5,000 |
| COMMUNITY FOUNDATION OF SOUTHERN NEW MEXICO | |||||||
| 301 SOUTH CHURCH ST SUITE H | LAS CRUCES | NM | 88001 | NONE | 501(C)(3) | GRANT COUNTY COMMUNITY FOUNDATION | $50,000 |
| COUNCIL ON FOUNDATION | |||||||
| 1828 L ST NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | 2015 MEMBERSHIP DUES | $11,740 |
| COVENANT COLLEGE | |||||||
| 14049 SCENIC HIGHWAY | LOOKOUT MOUNTAIN | GA | 30750 | NONE | 501(C)(3) | RENOVATION OF CARTER HALL | $25,000 |
| CREATIVE DISCOVERY MUSEUM | |||||||
| 321 CHESTNUT STREET | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | TOPIARY TRAIN PROJECT | $10,000 |
| CREATIVE DISCOVERY MUSEUM | |||||||
| 321 CHESTNUT STREET | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 |
| DADE MIDDLE SCHOOL | |||||||
| 250 PACE DRIVE | TRENTON | GA | 30752 | NONE | 501(C)(3) | OUTDOOR EDUCATION PROGRAMMING | $2,500 |
| DELTA SERVING TOGETHER INC | |||||||
| PO BOX 22083 | CHATTANOOGA | TN | 37422 | NONE | 501(C)(3) | DELTA SIGMA THETA SORORITY | $1,000 |
| ENTERPRISE CENTER | |||||||
| 1250 MARKET STREET | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | TECH GOES HOME PILOT PROGRAM | $25,000 |
| ENTERPRISE CENTER | |||||||
| 1250 MARKET STREET | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | ADVANCED MANUFACTURING APPLICATION CENTER FEASIBILITY | $10,000 |
| ENTERPRISE CENTER | |||||||
| 1250 MARKET STREET | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | ANNENBERG INNOVATION LAB THINK & DO CHATTANOOGA | $10,000 |
| ENTERPRISE COMMUNITY PARTNERS INC | |||||||
| 10 G STREET NE SUITE 580 | WASHINGTON | DC | 20002 | NONE | 501(C)(3) | NATIONAL RESOURCE NETWORK 2014 PEER COVENING | $10,000 |
| FREEDOM SCHOOL PARTNERS | |||||||
| 1030 AROSA AVENUE | CHARLOTTE | NC | 28203 | NONE | 501(C)(3) | CYNTHIA GRAHAM HURD FUND FOR READING AND LITERACY | $5,000 |
| FRESHWATERS ILLUSTRATED | |||||||
| 566 SW 3RD STREET | CORVALLIS | OR | 97339 | NONE | 501(C)(3) | COMMUNICATING SOUTHEASTERN AQUATIC BIODIVERSITY | $50,000 |
| FRIENDS OF MOCCASIN BEND NATIONAL PARK | |||||||
| 175 HAMM ROAD | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | NATIONAL PARK SERVICE CENTENNIAL CHALLENGE | $150,000 |
| GIRLS INCORPORATED OF CHATTANOOGA | |||||||
| 409 SOUTH GREENWOOD AVE | CHATTANOOGA | TN | 37404 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,500 |
| GIRLS PREPARATORY SCHOOL | |||||||
| 205 ISLAND AVENUE | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | GPS ENTREPRENUER CONFERENCE | $10,000 |
| GLASS HOUSE COLLECTIVE | |||||||
| 2523 GLASS STREET | CHATTANOOGA | TN | 37406 | NONE | 501(C)(3) | STUDIO EVERYTHING | $20,000 |
| GLASS HOUSE COLLECTIVE | |||||||
| 2523 GLASS STREET | CHATTANOOGA | TN | 37406 | NONE | 501(C)(3) | RESIDENTIAL IMPROVEMENTS PROGRAM | $40,000 |
| GRANTMAKERS FOR EDUCATION | |||||||
| 750 SW WASHINGTON ST STE 605 | PORTLAND | OR | 97205 | NONE | 501(C)(3) | 2015 MEMBERSHIP DUES | $1,750 |
| GRANTS MANAGERS NETWORK | |||||||
| 141 HOMESTEAD AVENUE | METAIRIE | LA | 70005 | NONE | 501(C)(3) | 2015 MEMBERSHIP DUES | $3,000 |
| GREENSPACES | |||||||
| 63 E MAIN STREET | CHATTANOOGA | TN | 37408 | NONE | 501(C)(3) | EMPOWER RIDGEDALE | $30,000 |
| HART GALLERY TENNESSEE | |||||||
| 110 EAST MAIN STREET | CHATTANOOGA | TN | 37408 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 |
| HOWARD SCHOOL | |||||||
| 2500 SOUTH MARKET STREET | CHATTANOOGA | TN | 37408 | NONE | 501(C)(3) | PURCHASE BAND EQUIPMENT AND UNIFORMS | $1,500 |
| JAZZANOOGA | |||||||
| 431 EAST ML KING BLVD | CHATTANOOGA | TN | 37403 | NONE | 501(C)(3) | ANIMATION OF THE MLK DISTRICT | $75,000 |
| JAZZANOOGA | |||||||
| 431 EAST ML KING BLVD | CHATTANOOGA | TN | 37403 | NONE | 501(C)(3) | JAZZANOOGA FESTIVAL | $30,000 |
| JAZZANOOGA | |||||||
| 431 EAST ML KING BLVD | CHATTANOOGA | TN | 37403 | NONE | 501(C)(3) | ANIMATION OF BESSIE SMITH HALL | $25,000 |
| LA PAZ CHATTANOOGA | |||||||
| 1402 BAILEY AVENUE | CHATTANOOGA | TN | 37404 | NONE | 501(C)(3) | LATINO COMMUNITY SURVEY | $10,000 |
| LAND TRUST FOR TENNESSEE | |||||||
| 901 BROADWAY | NASHVILLE | TN | 37202 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $75,000 |
| LAUNCH CHATTANOOGA | |||||||
| 200 WEST 38TH STREET | CHATTANOOGA | TN | 37410 | NONE | 501(C)(3) | BUILDING A DIVERSE AND INCLUSIVE ENTREPRENEURIAL COMMUNITY | $75,000 |
| LAUNCH TENNESSEE | |||||||
| 211 7TH AVENUE N | NASHVILLE | TN | 37219 | NONE | 501(C)(3) | STEM INNOVATION TASK FORCE MEETING | $2,000 |
| LOOKOUT MOUNTAIN CONSERVANCY | |||||||
| PO BOX 76 | LOOKOUT MOUNTAIN | TN | 37350 | NONE | 501(C)(3) | FURTHER DEVELOPMENT AND REFINEMENT OF THE EXISTING CONCEPT PLANS | $145,250 |
| LOOKOUT MOUNTAIN CONSERVANCY | |||||||
| PO BOX 76 | LOOKOUT MOUNTAIN | TN | 37350 | NONE | 501(C)(3) | OPERATING SUPPORT | $75,000 |
| LOOKOUT MOUNTAIN CONSERVANCY | |||||||
| PO BOX 76 | LOOKOUT MOUNTAIN | TN | 37350 | NONE | 501(C)(3) | INTERN AND LEADERSHIP PROGRAM AT HOWARD SCHOOL | $30,000 |
| LOOKOUT MOUNTAIN CONSERVANCY | |||||||
| PO BOX 76 | LOOKOUT MOUNTAIN | TN | 37350 | NONE | 501(C)(3) | HOWARD HIGH SCHOOL PROGRAM | $2,500 |
| LULA LAKE LAND TRUST | |||||||
| 29 MOUNT OLIVE ROAD | LOOKOUT MOUNTAIN | TN | 30750 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 |
| LULA LAKE LAND TRUST | |||||||
| 29 MOUNT OLIVE ROAD | LOOKOUT MOUNTAIN | TN | 30750 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $75,000 |
| MCCALLIE SCHOOL | |||||||
| 500 DODDS AVENUE | CHATTANOOGA | TN | 37404 | NONE | 501(C)(3) | IN MEMORY OF E.Y. CHAPIN III | $500 |
| METROPOLITAN MINISTRIES | |||||||
| 1112 MCCALLIE | CHATTANOOGA | TN | 374042822 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $8,000 |
| MISSION CHATTANOOGA | |||||||
| 149 EAST ML KING BLVD | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | INSTALLATION OF A SPRINKLER AND FIRE ALARM SYSTEM | $10,000 |
| OLIVET BAPTIST CHURCH | |||||||
| 740 EAST ML KING BLVD | CHATTANOOGA | TN | 37403 | NONE | 501(C)(3) | THE ART OF NOISE UNLOADED 2015 | $5,000 |
| ORANGE GROVE CENTER | |||||||
| 615 DERBY STREET | CHATTANOOGA | TN | 37404 | NONE | 501(C)(3) | FACILITIES IMPROVEMENT FOR RECYCLING AT THE MATERIAL RECOVERY FACILITY | $250,000 |
| PARTNERS FOR LIVABLE COMMUNITIES | |||||||
| 1429 21ST STREET NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | CREATING THE HEALTHY COMMUNITY USING ALL ASSETS | $1,500 |
| PEARL GROUP | |||||||
| PO BOX 822 | CHATTANOOGA | TN | 37401 | NONE | 501(C)(3) | LAMPLIGHTERS PROGRAM | $1,000 |
| PUBLIC EDUCATION FOUNDATION | |||||||
| 100 EAST 10TH ST STE 500 | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | 1:1 TECHNOLOGY PROJECT | $627,400 |
| PUBLIC EDUCATION FOUNDATION | |||||||
| 100 EAST 10TH ST STE 500 | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | LEADERSHIP PIPELINE FOR THE HAMILTON COUNTY DEPARTMENT OF EDUCATION | $300,000 |
| PUBLIC EDUCATION FOUNDATION | |||||||
| 100 EAST 10TH ST STE 500 | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | COMPREHENSIVE REFORM EFFORT | $100,000 |
| PUBLIC EDUCATION FOUNDATION | |||||||
| 100 EAST 10TH ST STE 500 | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | IZONE SUMMER INSTITUTE MATERIALS AND DOOR PRIZES | $1,600 |
| RIVER CITY COMPANY | |||||||
| 850 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | M.L. KING COMMERCIAL CORRIDOR | $300,000 |
| RIVER CITY COMPANY | |||||||
| 850 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | DOWNTOWN RETAIL RECRUITMENT AND RETENTION | $50,000 |
| RIVER CITY COMPANY | |||||||
| 850 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | BESSIE SMITH OUTDOOR FURNITURE, AWNINGS AND LIGHTING | $24,000 |
| RIVER CITY COMPANY | |||||||
| 850 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | HUNTER MUSEUM-ARTS DISTRICT PROMENADE | $16,000 |
| RIVER ROCKS INC | |||||||
| 400 EAST MAIN STREET | CHATTANOOGA | TN | 37408 | NONE | 501(C)(3) | 2015 RIVERROCKS FESTIVAL | $30,000 |
| SALVATION ARMY | |||||||
| 822 MCCALLIE AVENUE | CHATTANOOGA | TN | 37403 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,500 |
| SCENIC LAND SCHOOLDBA SKYUKA HALL | |||||||
| 1200 MOUNTAIN CREEK ROAD SUITE 300 | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 |
| SCULPTURE FIELDS AT MONTAGUE PARK | |||||||
| 1141 E 23RD STREET | CHATTANOOGA | TN | 37408 | NONE | 501(C)(3) | COMPLETE PHASE I OF THE SCULPTURE FIELDS PARK | $100,000 |
| SHAKING RAY LEVI SOCIETY | |||||||
| PO BOX 21534 | CHATTANOOGA | TN | 37424 | NONE | 501(C)(3) | TOP CONFERENCE | $5,000 |
| SORBA CHATTANOOGA TN CHAPTER | |||||||
| PO BOX 5836 | CHATTANOOGA | TN | 37406 | NONE | 501(C)(3) | BUILD 6 MILES OF NEW TRAILS AT THE ENTERPRISE SOUTH NATURE PARK | $35,000 |
| SOUTH WINGS | |||||||
| 35 HAYWOOD STREET SUITE 201 | ASHEVILLE | NC | 28801 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 |
| SOUTHEASTERN COUNCIL OF FOUNDATIONS | |||||||
| 50 HURT PLAZA SUITE 350 | ATLANTA | GA | 30303 | NONE | 501(C)(3) | 2015 MEMBERSHIP DUES | $9,600 |
| SOUTHERN ENVIRONMENTAL LAW CENTER | |||||||
| 201 WEST MAIN STREET | CHARLOTTESVILLE | VA | 22902 | NONE | 501(C)(3) | OPERATING SUPPORT | $100,000 |
| STADIUM CORPORATION | |||||||
| 1826 CARTER STREET | CHATTANOOGA | TN | 37408 | NONE | 501(C)(3) | COMMUNITY KITCHEN INCUBATOR | $62,000 |
| STEP AHEAD FOUNDATION CHATTANOOGA | |||||||
| 736 GEORGIA AVENUE | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,500 |
| TECH TOWN CHATTANOOGA | |||||||
| 325 MARKET STREET SUITE 200 | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | MATCHING GRANT FOR STUDENTS SPONSORED BY BLACK FRATERNITIES AND SORRORITIES | $6,000 |
| TENNESSEE AQUARIUM | |||||||
| 1 BROAD STREET | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | CREATE A PERMANENT HOME FOR THE TENNESSEE AQUARIUM CONSERVATION INSTITUTE | $500,000 |
| TENNESSEE RIVER GORGE TRUST | |||||||
| 1214 DARTMOUTH STREET | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $75,000 |
| THE CHARLESTON LIBRARY SOCIETY | |||||||
| 164 KING STREET | CHARLESTON | SC | 29401 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 |
| THE CHATTANOOGA GIRLS LEADERSHIP ACADEMY | |||||||
| 1802 BAILEY AVENUE | CHATTANOOGA | TN | 37404 | NONE | 501(C)(3) | STEAM INTEGRATION MODEL | $13,500 |
| THE CHATTANOOGA GIRLS LEADERSHIP ACADEMY | |||||||
| 1802 BAILEY AVENUE | CHATTANOOGA | TN | 37404 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,500 |
| TN STATE COLLABORATIVE ON REFORMING EDUCATION | |||||||
| 511 UNION ST STE 1850 | NASHVILLE | TN | 372191767 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $200,000 |
| TOP OF GEORGIA ECONOMIC DEVELOPMENT INITIATIVE | |||||||
| 75 5TH STREET NW SUITE 1200 | ATLANTA | GA | 30308 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 |
| TRUST FOR PUBLIC LAND | |||||||
| 101 MONTGOMERY ST STE 900 | SAN FRANCISCO | CA | 94104 | NONE | 501(C)(3) | SOUTH CHICKAMAUGA CREEK GREENWAY | $1,050,000 |
| UNIFIED | |||||||
| 1609 MCCALLIE AVENUE | CHATTANOOGA | TN | 37404 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $300,000 |
| UNIVERSITY OF CHATTANOOGA FOUNDATION INC | |||||||
| 615 MCCALLIE AVENUE | CHATTANOOGA | TN | 37403 | NONE | 501(C)(3) | HONORS COLLEGE | $1,500 |
| UNIVERSITY OF TENNESSEE AT CHATTANOOGA | |||||||
| 615 MCCALLIE AVENUE | CHATTANOOGA | TN | 37403 | NONE | 501(C)(3) | SUPPORT CAIT | $15,000 |
| URBAN LEAGUE OF CHATTANOOGA | |||||||
| 730 E ML KING BLVD | CHATTANOOGA | TN | 37403 | NONE | 501(C)(3) | 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 | 501(C)(3) | URBAN LEAGUE FELLOWS PILOT PROGRAM | $10,000 |
| URBAN LEAGUE OF CHATTANOOGA | |||||||
| 730 E ML KING BLVD | CHATTANOOGA | TN | 37403 | NONE | 501(C)(3) | MARKETING FOR JOB FAIR AND NEXTLEVEL INAUGURAL CLASS | $3,200 |
| URBAN LEAGUE OF CHATTANOOGA | |||||||
| 730 E ML KING BLVD | CHATTANOOGA | TN | 37403 | NONE | 501(C)(3) | URBAN LEAGUE YOUNG PROFESSIONALS FOR A SPEAKER SERIES | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,781,840 | 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 | $1,359,723 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,071,997 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT LOSSES- LIMITED PARTNERSHIPS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$851,767 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,579,953 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,579,953 | 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 | $16,000 | Amt |
| Net Investment Income | $1,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME INVESTMENTS | BondNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LIMITED PARTNERSHIP INTEREST | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $97,667,588 | BookValueAmt |
| EOYFMV | $97,667,588 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| OFFICE EQUIPMENT & FURNITURE | $331,570 | $286,908 | $44,662 | $44,662 |
| LEASEHOLD IMPROVEMENTS | $239,310 | $202,571 | $36,739 | $36,739 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $5,213 | LegalFeesAmt |
| Net Investment Income | $521 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,692 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MISSION RELATED INVESTMENT | $279,305 | $417,705 | $417,705 |
| FEDERAL EXCISE TAXES PAYABLE | $0 | $18,000 | $18,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $7,928,147 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TECHNOLOGY EXPENSE | $10,859 | $1,086 | $9,773 |
| INSURANCE | $91,407 | $9,141 | $82,266 |
| OFFICE EXPENSE | $31,892 | $3,188 | $28,704 |
| DIRECT GAINING GROUND CHARITABLE DISTRIBUTION | $897,493 | $0 | $897,493 |
| PARKING | $9,382 | $938 | $8,444 |
| PROFESSIONAL DEVELOPMENT | $200 | $20 | $180 |
| PAYROLL COSTS | $42,155 | $4,216 | $37,940 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT LOSSES- LIMITED PARTNERSHIPS | Desc |
| Revenue And Expenses Per Books | -$851,767 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | -$851,767 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN GRANTS PAYABLE | Desc |
| Amt | $2,124,230 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAXES PAYABLE | Desc |
| BOY Book Value | -$17,131 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FIRMS CONSULTING FEES | CategoryTxt |
| Amt | $75,030 | Amt |
| Net Investment Income | $75,030 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN W/H TAX | $45,134 | $45,134 | $0 |
| FEDERAL EXCISE | $97,699 | $0 | $97,699 |