BENWOOD FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BENWOOD FOUNDATION INC (EIN 62-0476283)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-29
- IRS object ID
- 202533029349100813
- Schema version
- 2024v5.2
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-29T11:02:02-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 392519050 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOTT DAVIS ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 EAST MOREHEAD STREET SUITE 700 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 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 | 2025-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANICE A RATICA | PreparerPersonNm |
| PTIN | P00358837 | PTIN |
| Phone | 7043338881 | PhoneNum |
| Preparation | 2025-10-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $103,903,953 | 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 | $495,444 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,463,799 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,893,854 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,673,078 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,600,094 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,912 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,912 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,399,210 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,073,805 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $290,900 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $40,202 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $250,698 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $584,162 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $82,927 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $501,235 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $36,965 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,696 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $33,269 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $11,779 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $11,779 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $147,033 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $14,703 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $132,330 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,620 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $462 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,157 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $286,401 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,329,058 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $272,220 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,361,860 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,482,827 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,193,909 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,030,320 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,885,320 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,392,180 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,482,827 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,079,229 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,007,030 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,590,978 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $70,539 | CashBOYAmt |
| Cash EOY | $154,019 | CashEOYAmt |
| Cash EOYFMV | $154,019 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,231,419 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $164,696 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $164,696 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $10,772 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $10,767 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,767 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $98,091,291 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $94,933,273 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $94,933,273 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $516,757 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $468,196 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $20,289 | LandBOYAmt |
| Land EOY | $48,561 | LandEOYAmt |
| Land EOYFMV | $48,561 | LandEOYFMVAmt |
| Other Assets BOY | $5,375,563 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,592,637 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,592,637 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $104,799,873 | TotalAssetsBOYAmt |
| Total Assets EOY | $103,903,953 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $103,903,953 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $97,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $62,928 | AccountsPayableEOYAmt |
| Grants Payable BOY | $4,720,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,865,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,726 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,817,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,930,654 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $99,982,373 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $101,973,299 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $99,982,373 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $101,973,299 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $104,799,873 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $103,903,953 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $99,982,373 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,007,030 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,058 | OtherIncreasesAmt |
| Subtotal | $102,991,461 | SubtotalAmt |
| Other Decreases | $1,018,162 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $101,973,299 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CAPITAL GAINS ON SALE OF INVESTMENTS | P | $17,966,838 | $9,072,984 | $8,893,854 | $8,893,854 |
| CAPITAL GAINS FROM PASSTHROUGHS | P | $3,706,240 | $3,706,240 | $3,706,240 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,600,094 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $175,015 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $175,015 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $175,015 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $154,277 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $37,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $191,777 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $666 | EsPenaltyAmt |
| Overpayment | $16,096 | OverpaymentAmt |
| Applied To ES Tax | $16,096 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BENWOOD.ORG | WebsiteAddressTxt |
| Individual With Books | SARAH MORGAN | IndividualWithBooksNm |
| Phone | 4232674311 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 736 MARKET ST STE 1600 | AddressLine1Txt |
| City | CHATTANOOGA | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PAUL K BROCK JR | ||||||||
| 736 MARKET SUITE STE 1600 | CHATTANOOGA | TN | 37402 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| KEN JONES | ||||||||
| 736 MARKET SUITE STE 1600 | CHATTANOOGA | TN | 37402 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| SARAH MORGAN | ||||||||
| 736 MARKET SUITE STE 1600 | CHATTANOOGA | TN | 37402 | PRESIDENT | 40.00 | $290,900 | $39,031 | $0 |
| VALORIA ARMSTRONG | ||||||||
| 736 MARKET SUITE STE 1600 | CHATTANOOGA | TN | 37402 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ELAINE SWAFFORD | ||||||||
| 736 MARKET SUITE STE 1600 | CHATTANOOGA | TN | 37402 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| STEPHEN CULP | ||||||||
| 736 MARKET SUITE STE 1600 | CHATTANOOGA | TN | 37402 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ERIC FULLER | ||||||||
| 736 MARKET SUITE STE 1600 | CHATTANOOGA | TN | 37402 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| TODD WOMACK | ||||||||
| 736 MARKET SUITE STE 1600 | CHATTANOOGA | TN | 37402 | TRUSTEE | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JEFF C PFITZER | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | PROGRAM OFFICER | 40.00 | $154,474 | $32,787 | $0 |
| LORI QUILLEN | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | PROGRAM OFFICER | 40.00 | $111,377 | $23,907 | $0 |
| CONNIE R PERRIN | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | ACCOUNTING & GRANTS | 40.00 | $76,853 | $17,985 | $0 |
| MARSHA T ORR | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | ADMINISTRATIVE ASSIS | 40.00 | $62,930 | $18,903 | $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 | $101,794,430 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,264,127 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $104,058,557 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $104,058,557 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,560,878 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $102,497,679 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,124,884 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,124,884 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $175,015 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,036 | IncomeTaxAmt |
| Total Tax | $176,051 | TotalTaxAmt |
| Distributable Before Adj | $4,948,833 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,948,833 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,948,833 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,079,229 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,079,229 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,948,833 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,097,608 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,372,831 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $1,187,162 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,144,897 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,802,498 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,079,229 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,948,833 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,130,396 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,932,894 | 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 | $3,097,608 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,835,286 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,372,831 | ExcessFromYear4Amt |
| Excess From Year2 | $1,187,162 | ExcessFromYear2Amt |
| Excess From Year1 | $1,144,897 | ExcessFromYear1Amt |
| Excess From Current Year | $4,130,396 | 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 (117 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN ASSOCIATION OF BLACKS IN ENERGY CHATTANOOGA CHAPTER | |||||||
| 1625 K ST SUITE 405 | WASHINGTON | DC | 20006 | NONE | PC | ENERGY & TELECOMMUNICATIONS INDUSTRIES-SOUTHEAST LINEMAN TRAINING CENTER | $125,000 |
| AMERICAN ASSOCIATION OF BLACKS IN ENERGY CHATTANOOGA CHAPTER | |||||||
| 1625 K ST SUITE 405 | WASHINGTON | DC | 20006 | NONE | PC | CHAPTER SCHOLARSHIP FUND | $1,000 |
| AMERICAN ASSOCIATION OF BLACKS IN ENERGY CHATTANOOGA CHAPTER | |||||||
| 1625 K ST SUITE 405 | WASHINGTON | DC | 20006 | NONE | PC | PROFESSIONAL DEVELOPMENT | $5,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | PC | STEM GOES RED PROGRAM | $10,000 |
| ARTSBUILD | |||||||
| 730 E M L KING BLVD | CHATTANOOGA | TN | 37403 | NONE | PC | PERISCOPE ARTIST ENTREPRENEUR TRAINING | $5,000 |
| ARTSBUILD | |||||||
| 730 E M L KING BLVD | CHATTANOOGA | TN | 37403 | NONE | PC | GENERAL OPERATING SUPPORT | $150,000 |
| ARTSBUILD | |||||||
| 730 E M L KING BLVD | CHATTANOOGA | TN | 37403 | NONE | PC | CREATIVE ENTREPRENEUR TRAINING | $35,000 |
| BELOVED WOMAN | |||||||
| 700 PINE STREET | CHATTANOOGA | TN | 37402 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| BESSIE SMITH CULTURAL CENTER AFRICAN AMERICAN MUSEUM PERFORMANCE HALL | |||||||
| 200 E M L KING BLVD | CHATTANOOGA | TN | 37403 | NONE | PC | BESSIE SMITH LEGACY GALA | $5,000 |
| BOYS & GIRLS CLUBS OF CHATTANOOGA | |||||||
| 420 WORKMAN ROAD | CHATTANOOGA | TN | 37410 | NONE | PC | EMMA WHEELER CLUB & GREAT FUTURES | $125,000 |
| BRAVE EFFECT | |||||||
| 808 CHESTNUT STREET STE 1068 | CHATTANOOGA | TN | 37402 | NONE | PC | GENERAL OPERATING SUPPORT | $8,000 |
| BRIDGE BUILDER COLLECTIVE | |||||||
| 1903 OLD HICKORY BLVD | LAKEWOOD | TN | 37138 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| CHAMBLISS CENTER FOR CHILDREN | |||||||
| 315 GILLESPIE ROAD | CHATTANOOGA | TN | 37411 | NONE | PC | CAPITAL SUPPORT & GENERAL OPERATING | $100,000 |
| CHAMBLISS CENTER FOR CHILDREN | |||||||
| 315 GILLESPIE ROAD | CHATTANOOGA | TN | 37411 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 |
| CHARLES H COOLIDGE MEDAL OF HONOR HERITAGE CENTER | |||||||
| 2 W AQUARIUM WAY SUITE 104 | CHATTANOOGA | TN | 37402 | NONE | PC | JOHNSON YORK INITIATIVE | $2,000 |
| CHATTANOOGA AREA FOOD BANK | |||||||
| 2009 CURTAIN POLE ROAD | CHATTANOOGA | TN | 37406 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| CHATTANOOGA CHAMBER FOUNDATION | |||||||
| 811 BROAD STREET SUITE 100 | CHATTANOOGA | TN | 37402 | NONE | PC | CHATTANOOGA 2.0 LITERACY PROOF POINT PILOT | $100,000 |
| CHATTANOOGA CHAMBER FOUNDATION | |||||||
| 811 BROAD STREET SUITE 100 | CHATTANOOGA | TN | 37402 | NONE | PC | COMMUNICATIONS PLAN FOR CHILD SAVINGS ACCOUNT | $10,000 |
| CHATTANOOGA CHAMBER FOUNDATION | |||||||
| 811 BROAD STREET SUITE 100 | CHATTANOOGA | TN | 37402 | NONE | PC | CHATTANOOGA 2.0'S 70 IN 7 | $25,000 |
| CHATTANOOGA CHAMBER FOUNDATION | |||||||
| 811 BROAD STREET SUITE 100 | CHATTANOOGA | TN | 37402 | NONE | PC | CHATTANOOGA 2.0 GENERAL OPERATING SUPPORT | $280,000 |
| CHATTANOOGA CHAMBER FOUNDATION | |||||||
| 811 BROAD STREET SUITE 100 | CHATTANOOGA | TN | 37402 | NONE | PC | CHATTANOOGA FUTURE FUND | $200,000 |
| CHATTANOOGA CHAMBER FOUNDATION | |||||||
| 811 BROAD STREET SUITE 100 | CHATTANOOGA | TN | 37402 | NONE | PC | HCS DISTRICT SUPPORT | $10,000 |
| CHATTANOOGA CHAMBER FOUNDATION | |||||||
| 811 BROAD STREET SUITE 100 | CHATTANOOGA | TN | 37402 | NONE | PC | TO SUPPORT AN IN-BOUND FAMILIARIZATION TOUR TO SUPPORT ECONOMIC DEVELOOPMENT EFFORTS | $5,000 |
| CHATTANOOGA CHAMBER FOUNDATION | |||||||
| 811 BROAD STREET SUITE 100 | CHATTANOOGA | TN | 37402 | NONE | PC | CHATTANOOGA 2.0 OPERATING & PROGRAMMATIC SUPPORT | $30,000 |
| CHATTANOOGA CHAMBER FOUNDATION | |||||||
| 811 BROAD STREET SUITE 100 | CHATTANOOGA | TN | 37402 | NONE | PC | CHATTANOOGA 2.0 FOR A VIABLE PATHWAYS CUSTOMER RELATIONSHIP MANAGEMENT CONTRACT | $10,000 |
| CHATTANOOGA COMMUNITY SCHOOLS INC | |||||||
| 901 WOODMORE LANE | CHATTANOOGA | TN | 37411 | NONE | PC | LAUNCH OF BILINGUAL SCHOOL | $75,000 |
| CHATTANOOGA DESIGN STUDIO | |||||||
| 719 CHERRY STREET SUITE 100 | CHATTANOOGA | TN | 37402 | NONE | PC | CENTRAL CIVIC DISTRICT PLAN | $275,000 |
| CHATTANOOGA DESIGN STUDIO | |||||||
| 719 CHERRY STREET SUITE 100 | CHATTANOOGA | TN | 37402 | NONE | PC | GENERAL OPERATING SUPPORT | $120,000 |
| CHATTANOOGA DESIGN STUDIO | |||||||
| 719 CHERRY STREET SUITE 100 | CHATTANOOGA | TN | 37402 | NONE | PC | MONTAGUE PARK PLANNING | $650,000 |
| CHATTANOOGA HOUSING AUTHORITY | |||||||
| 801 N HOLTZCLAW AVENUE | CHATTANOOGA | TN | 37404 | NONE | PC | WESTSIDE EVOLVES | $500,000 |
| CHATTANOOGA NEIGHBORHOOD ENTERPRISE | |||||||
| 1500 CHESTNUT STREET ST 102 | CHATTANOOGA | TN | 37408 | NONE | PC | EXECUTIVE SEARCH & TRANSITION | $75,000 |
| CHATTANOOGA NEIGHBORHOOD ENTERPRISE | |||||||
| 1500 CHESTNUT STREET ST 102 | CHATTANOOGA | TN | 37408 | NONE | PC | HOUSING & NEIGHBORHOOD STRATEGIES | $1,000,000 |
| CHATTANOOGA NEIGHBORHOODS ARTS PARTNERSHIP | |||||||
| PO BOX 3192 | CHATTANOOGA | TN | 37404 | NONE | PC | FESTIVAL OF BLACK ARTS & IDEAS | $25,000 |
| CHATTANOOGA QUANTUM COLLABORATIVE | |||||||
| 1615 WILLIAMS ST | CHATTANOOGA | TN | 37408 | NONE | PC | SUPPORT PROGRAMMATIC ACTIVITIES FOR WORLD QUANTUM DAY | $5,000 |
| CHATTANOOGA STATE COMMUNITY COLLEGE | |||||||
| 4501 AMNICOLA HIGHWAY | CHATTANOOGA | TN | 37406 | NONE | GOV | REIMAGINING THE COMMUNITY COLLEGE EXPERIENCE - SEAMLESS | $150,000 |
| CHATTANOOGA STATE FOUNDATION | |||||||
| 4501 AMNICOLD HWY | CHATTANOOGA | TN | 37406 | NONE | PC | BENWOOD HEALTH EDUCATION SCHOLARSHIP | $5,000 |
| CHATTANOOGA SYMPHONY & OPERA | |||||||
| 620 LINDSAY ST UNIT 210 | CHATTANOOGA | TN | 37403 | NONE | PC | RESTRUCTURING PLAN | $55,000 |
| COLAB | |||||||
| 110 SOMERVILLE AVE STE 266 | CHATTANOOGA | TN | 37405 | NONE | PC | GENERAL OPERATING SUPPORT | $225,000 |
| COLAB | |||||||
| 110 SOMERVILLE AVE STE 266 | CHATTANOOGA | TN | 37405 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| COLAB | |||||||
| 110 SOMERVILLE AVE STE 266 | CHATTANOOGA | TN | 37405 | NONE | PC | CO.MOBILITY SUMMIT | $10,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | CREI FUND | $66,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | SANKOFA FUND | $100,000 |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | |||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | SIGMA GAMMA RHO SORORITY'S SCHOLARSHIP FUND | $1,000 |
| DELTAS SERVING TOGETHER INC | |||||||
| PO BOX 22083 | CHATTANOOGA | TN | 37422 | NONE | PC | DELTA SIGMA THETA CHATTANOOGA ALUMNAE CHAPTER | $5,500 |
| DELTAS SERVING TOGETHER INC | |||||||
| PO BOX 22083 | CHATTANOOGA | TN | 37422 | NONE | PC | DELTA GEMS PROGRAM | $1,000 |
| DYNAMO STUDIOS | |||||||
| 6452 WHITE TAIL DR | OOLTEWAH | TN | 37363 | NONE | PC | TO SUPPORT THEIR WORK IN HAMILTON COUNTY SCHOOLS | $10,000 |
| EAST BRAINERD CHURCH OF CHRIST | |||||||
| 7745 E BRAINERD RD | CHATTANOOGA | TN | 37421 | NONE | PC | SNACK PACK PROGRAM | $30,000 |
| EAST TENNESSEE STATE UNIVERSITY | |||||||
| PO BOX 70601 | JOHNSON CITY | TN | 37614 | NONE | GOV | BLUESKY INSTITUTE SCHOLARSHIPS | $150,000 |
| EASTDALE AREA COMMUNITY DEVELOPMENT INC | |||||||
| 5675 CROOKED CREEK DR | OOLTEWAH | TN | 37363 | NONE | PC | EASTDALE COMMUNITY FESTIVAL | $1,000 |
| ENTERPRISE CENTER | |||||||
| 1100 MARKET STREET STE 500 | CHATTANOOGA | TN | 37402 | NONE | PC | CHATTANOOGA ENTERPRENEUR WEEK SUMMIT | $5,000 |
| ENTERPRISE CENTER | |||||||
| 1100 MARKET STREET STE 500 | CHATTANOOGA | TN | 37402 | NONE | PC | CAPACITY DEVELOPMENT OF CHATTAMATTERS | $55,000 |
| FAITH CO-OP INC | |||||||
| 1805 BAILEY AVENUE | CHATTANOOGA | TN | 37404 | NONE | PC | SUPPORT THE CHATTANOOGA FELLOWS PROGRAM AT FAITH CO-OP | $10,000 |
| FRIENDS OF OUTDOOR CHATTANOOGA INC | |||||||
| 200 RIVER ST | CHATTANOOGA | TN | 37405 | NONE | PC | NATIONAL PARK CITY CELEBRATION | $75,000 |
| FRIENDS OF OUTDOOR CHATTANOOGA INC | |||||||
| 200 RIVER ST | CHATTANOOGA | TN | 37405 | NONE | PC | CHATTANOOGA 2024 NEW YEARS' EVE CELEBRATION | $10,000 |
| GIRLS INCORPORATED OF CHATTANOOGA | |||||||
| 4505 BRAINERD RD | CHATTANOOGA | TN | 37411 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| GRANTMAKERS FOR EDUCATION | |||||||
| 700 SW 5TH AVE SUITE 4000 | PORTLAND | OR | 97204 | NONE | PC | MEMBERSHIP DUES | $2,400 |
| GREENSPACES | |||||||
| 63 E MAIN STREET | CHATTANOOGA | TN | 37402 | NONE | PC | GREEN PRIX & BUILD IT GREEN COMMUNITY EVENTS | $75,000 |
| HABITAT FOR HUMANITY | |||||||
| 1201 E MAIN ST | CHATTANOOGA | TN | 37408 | NONE | PC | HABITAT HOME REPAIR | $65,000 |
| HABITAT FOR HUMANITY | |||||||
| 1201 E MAIN ST | CHATTANOOGA | TN | 37408 | NONE | PC | AFFORDABLE HOUSING PROJECT ON SHALLOWFORD ROAD | $75,000 |
| HAMILTON COUNTY DEPARTMENT OF EDUCATION | |||||||
| 3074 HICKORY VALLEY RD | CHATTANOOGA | TN | 37421 | NONE | GOV | DISTRICT WIDE HCS PROFESSIONAL LEARNING CONFERENCE | $10,000 |
| HAMILTON COUNTY DEPARTMENT OF EDUCATION | |||||||
| 3074 HICKORY VALLEY RD | CHATTANOOGA | TN | 37421 | NONE | PC | TEACHER SUPPLY HUB | $2,500 |
| HUNTER MUSEUM OF AMERICAN ART | |||||||
| 10 BLUFF VIEW ST | CHATTANOOGA | TN | 37403 | NONE | PC | SUPPORT HUNTER'S WORK WITH TITLE 1 SCHOOLS | $12,000 |
| HUNTER MUSEUM OF AMERICAN ART | |||||||
| 10 BLUFF VIEW ST | CHATTANOOGA | TN | 37421 | NONE | PC | BLACK PROFESSIONAL AT THE HUNTER | $5,000 |
| JOHN T FONTAINE JR CHARITY | |||||||
| 832 GEORGIA AVENUE STE 400 | CHATTANOOGA | TN | 37402 | NONE | PC | BRAIN/ ABOUT PROGRAMS | $10,000 |
| JUNIOR ACHIEVEMENT OF CHATTANOOGA | |||||||
| 5721 MARLIN RD SUITE 3400 | CHATTANOOGA | TN | 37411 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 |
| KINGDOM PARTNERS | |||||||
| PO BOX 27267 | CHATTANOOGA | TN | 37424 | NONE | PC | LEARNING TRIP TO CHARLOTTE, NC | $1,500 |
| LA PAZ CHATTANOOGA | |||||||
| 1402 BAILEY AVE | CHATTANOOGA | TN | 37404 | NONE | PC | GENERAL OPERATING SUPPORT | $125,000 |
| LA PAZ CHATTANOOGA | |||||||
| 1402 BAILEY AVE | CHATTANOOGA | TN | 37404 | NONE | PC | SUPPORT LEGAL ACCESS SERVICES | $6,000 |
| LA PAZ CHATTANOOGA | |||||||
| 1402 BAILEY AVE | CHATTANOOGA | TN | 37404 | NONE | PC | COLLEGE SUCCESS PROGRAM | $3,500 |
| LAUNCH CHATTANOOGA | |||||||
| 100 CHEROKEE BLVD 201 | CHATTANOOGA | TN | 37405 | NONE | PC | GENERAL OPERATING SUPPORT | $125,000 |
| LAUNCH CHATTANOOGA | |||||||
| 100 CHEROKEE BLVD STE 201 | CHATTANOOGA | TN | 37405 | NONE | PC | BUSINESS TAX GROWTH PILOT | $20,000 |
| LAUNCH CHATTANOOGA | |||||||
| 100 CHEROKEE BLVD STE 201 | CHATTANOOGA | TN | 37405 | NONE | PC | ACQUISITION OF KITCHEN INCUBATOR BUILDING | $100,000 |
| LEADERSHIP TENNESSEE | |||||||
| 718 THOMPSON LN | NASHVILLE | TN | 37204 | NONE | PC | LEADERSHIP DEVELOPMENT PROGRAM | $10,000 |
| LIGHTHOUSE COLLECTIVE INC | |||||||
| 3731 DORRIS ST | CHATTANOOGA | TN | 37410 | NONE | PC | THE LIGHTHOUSE SCHOLARS | $50,000 |
| LOOKOUT MOUNTAIN CONSERVANCY | |||||||
| PO BOX 76 | LOOKOUT MOUNTAIN | TN | 37350 | NONE | PC | HOWARD SCHOOL INTERN PROGRAM | $30,000 |
| LOVE'S ARM OUTREACH | |||||||
| 4001 ROSSVILLE BLVD | CHATTANOOGA | TN | 37407 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| MEDICOS MISSION FUND | |||||||
| 1300 E 23RD ST | CHATTANOOGA | TN | 37404 | NONE | PC | CLINICA RECURVE MENTAL HEALTH SERVICES | $6,000 |
| NATIONAL COALITION OF 100 BLACK WOMEN CHATTANOOGA CHAPTER INC | |||||||
| PO BOX 22783 | CHATTANOOGA | TN | 37422 | NONE | PC | PUBLIC POLICY COMMITTEE | $1,500 |
| NATIONAL PARK PARTNERS | |||||||
| PO BOX 748 | CHATTANOOGA | TN | 37401 | NONE | PC | MOCCASIN BEND ARCHEOLOGICAL SURVEY | $32,000 |
| NORMAL PARK MUSEUM MAGNET | |||||||
| 1219 W MISSISSIPPI AVENUE | CHATTANOOGA | TN | 37405 | NONE | PC | SPARK SPOTS PROJECT | $10,000 |
| NORTHSIDE NEIGHBORHOOD HOME | |||||||
| 211 MINOR STREET | CHATTANOOGA | TN | 37405 | NONE | PC | ENDOWMENT SUPPORT | $100,000 |
| ON POINT DIRECTION FOR LIFE | |||||||
| 4509 HIXSON PIKE | HIXSON | TN | 37343 | NONE | PC | SUPPORT A COMMUNITY FORWARD/COMMUNITY SCHOOL FOR DALEWOOD & TYNER | $10,000 |
| ORANGE GROVE CENTER | |||||||
| 615 DERBY ST | CHATTANOOGA | TN | 37404 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| PHILANTHROPY SOUTHEAST | |||||||
| 100 PEACHTREE ST NW SUITE 2080 | ATLANTA | GA | 30303 | NONE | PC | SPONSORSHIP OF 2024 ANNUAL MEETING | $5,000 |
| PHILANTHROPY SOUTHEAST | |||||||
| 100 PEACHTREE ST NW SUITE 2080 | ATLANTA | GA | 30303 | NONE | PC | MEMBERSHIP DUES | $10,920 |
| POP-UP PROJECT | |||||||
| 704 MARKET STREET | CHATTANOOGA | TN | 37402 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| PROOF PROGRAMS | |||||||
| 422 E MARTIN LUTHER KING BLVD | CHATTANOOGA | TN | 37403 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 |
| PUBLIC EDUCATION FOUNDATION | |||||||
| 1651 S HOLTZCLAW AVE SUITE 201 | CHATTANOOGA | TN | 37404 | NONE | PC | FABFOLIO | $125,000 |
| PURPOSE POINT COMMUNITY RESOURCE CENTER | |||||||
| PO BOX 24533 | CHATTANOOGA | TN | 37421 | NONE | PC | EXPANSION OF EARLY LEARNING | $200,000 |
| PURSUIT OF HAPPINESS FOR UNDERSERVED AND UNDER RESOURCED YOUTH | |||||||
| 5843 CHURCH STREET SUITE 206 | OOLTEWAH | TN | 37363 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| PURSUIT OF HAPPINESS FOR UNDERSERVED AND UNDER RESOURCED YOUTH | |||||||
| 5843 CHURCH STREET SUITE 206 | CHATTANOOGA | TN | 37363 | NONE | PC | COUNSELING PROGRAM | $10,000 |
| RED BANK ELEMENTARY SCHOOL | |||||||
| 1100 MOUNTAIN CREEK RD | CHATTANOOGA | TN | 37405 | NONE | GOV | FOREST SCHOOL EXPANSION | $45,000 |
| RISE CHATTANOOGAJAZZANOOGA | |||||||
| 2901 TAYLOR STREET | CHATTANOOGA | TN | 37406 | NONE | PC | OPERATING SUPPORT & LEVITT SERIES | $100,000 |
| RIVER CITY COMPANY | |||||||
| 850 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | MILLER PARK JULY 4TH CELEBRATION | $5,000 |
| RIVER CITY COMPANY | |||||||
| 850 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | PC | DESIGN DEVELOPMENT OF THE RIVERFRONT PARKS PLAN | $200,000 |
| SIGNAL CENTERS INC | |||||||
| 109 N GERMANTOWN ROAD | CHATTANOOGA | TN | 37411 | NONE | PC | PARTNERSHIP WITH DOLLY PARTON'S IMAGINATION LIBRARY | $3,000 |
| SOUNDCORPS CHATTANOOGA | |||||||
| 301 E 11TH ST SUITE 300 | CHATTANOOGA | TN | 37403 | NONE | PC | HIP-HOP SUMMIT | $20,000 |
| SPLASH | |||||||
| PO BOX 3617 | CHATTANOOGA | TN | 37404 | NONE | PC | 2024 ARTS FESTIVAL & PROGRAMMING | $10,000 |
| STEP AHEAD FOUNDATION CHATTANOOGA | |||||||
| PO BOX 4212 | CHATTANOOGA | TN | 37405 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| TEACH FOR AMERICA INC | |||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | SUPPORT OF ONGOING PARTNERSHIP WITH HAMILTON COUNTY SCHOOLS | $75,000 |
| THE BETHLEHEM CENTER | |||||||
| 200 W 38TH ST | CHATTANOOGA | TN | 37410 | NONE | PC | HOWARD SCHOOL'S BIG H INITIATIVE | $20,000 |
| THE BETHLEHEM CENTER | |||||||
| 200 W 38TH ST | CHATTANOOGA | TN | 37410 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| THE BETHLEHEM CENTER | |||||||
| 200 W 38TH ST | CHATTANOOGA | TN | 37410 | NONE | PC | LEGAL EXPERTISE | $10,000 |
| THE CHATTANOOGA GIRLS LEADERSHIP ACADEMY | |||||||
| 1802 BAILEY AVE | CHATTANOOGA | TN | 37404 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| THE CHATTERY | |||||||
| 231 BROAD STREET | CHATTANOOGA | TN | 37402 | NONE | PC | BLOOM CREATIVE SUMMIT | $2,500 |
| TIVOLI THEATRE FOUNDATION INC | |||||||
| 709 BROAD STREET | CHATTANOOGA | TN | 37402 | NONE | PC | CAPITAL CAMPAIGN | $150,000 |
| TN SCORE | |||||||
| 1207 18TH AVE SOUTH SUITE 326 | NASHVILLE | TN | 37212 | NONE | PC | GENERAL OPERATING SUPPORT | $200,000 |
| TRUST FOR PUBLIC LAND | |||||||
| 1810 E MAIN STREET STE 200 | CHATTANOOGA | TN | 37404 | NONE | PC | THE FIELD | $81,000 |
| TRUST FOR PUBLIC LAND | |||||||
| 1810 E MAIN STREET STE 200 | CHATTANOOGA | TN | 37404 | NONE | PC | ALTON PARK CONNECTOR TRAIL TO CLIFTON HILLS | $75,000 |
| UNITED WAY OF GREATER CHATTANOOGA | |||||||
| 630 MARKET STREET | CHATTANOOGA | TN | 37402 | NONE | PC | UNITED FOR WORKING FAMILIES | $30,000 |
| UNITED WAY OF GREATER CHATTANOOGA | |||||||
| 630 MARKET STREET | CHATTANOOGA | TN | 37402 | NONE | PC | ASCENSION LEADERSHIP CONFERENCE | $5,000 |
| UNITED WAY OF GREATER CHATTANOOGA | |||||||
| 630 MARKET STREET | CHATTANOOGA | TN | 37402 | NONE | PC | RESILIA PLATFORM | $10,000 |
| UNIVERSITY OF CHATTANOOGA FOUNDATION INC | |||||||
| 201 ALUMNI HOUSE 615 MCCALLIE AVE | CHATTANOOGA | TN | 37403 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 |
| URBAN LEAGUE OF CHATTANOOGA | |||||||
| 401 EAST MLK BLVD 301 | CHATTANOOGA | TN | 37403 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| URBAN LEAGUE OF CHATTANOOGA | |||||||
| 401 EAST MLK BLVD 301 | CHATTANOOGA | TN | 37403 | NONE | PC | GENERAL OPERATING SUPPORT/CAPACITY BUILDING | $250,000 |
| WARRIOR FREEDOM SERVICE DOGS | |||||||
| 2401 BACHMAN STREET | CHATTANOOGA | TN | 37406 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 |
| YOUNG WOMENS LEADERSHIP ACADEMY FOUNDATION INC | |||||||
| 2528 CHAMBERLAIN AVE | CHATTANOOGA | TN | 37404 | NONE | PC | STEAM INTEGRATION, SEL, AND CAPACITY BUILDING SUPPORT FOR | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,885,320 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $495,444 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,912 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,893,854 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,399,210 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,399,210 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $94,933,273 | BookValueAmt |
| EOYFMV | $94,933,273 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT PROCEEDS RECEIVABLE | $3,755,718 | $7,192,637 | $7,192,637 |
| NOTE RECEIVABLE | $1,567,681 | $1,400,000 | $1,400,000 |
| REFUNDABLE FEDERAL EXCISE TAX | $52,164 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NET UNREALIZED LOSS ON INVESTMENTS | $887,772 |
| FEDERAL EXCISE TAX PROVISION | $130,390 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $43,434 | $4,343 | $39,091 |
| INSURANCE | $15,331 | $1,533 | $13,798 |
| OTHER CHARITABLE DISTRIBUTIONS | $195,261 | $0 | $195,261 |
| TECHNICAL SUPPORT | $26,744 | $2,674 | $24,070 |
| TRUSTEE LIABILITY INSURANCE | $3,573 | $3,573 | $0 |
| OTHER DEDUCTIONS FROM K-1 | $0 | $1,218,622 | $0 |
| INVESTMENT EXPENSES FROM K-1S | $0 | $98,313 | $0 |
| UBIT LOSS | $2,058 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $9,912 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,912 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,912 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNRELATED BUSINESS INCOME LOSS | Desc |
| Amt | $2,058 | 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 | $2,726 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $36,965 | Amt |
| Net Investment Income | $3,696 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $33,269 | DisbursementsCharitablePrpsAmt |