BENWOOD FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BENWOOD FOUNDATION INC (EIN 62-0476283)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201543179349101919
- Schema version
- 2014v5.0
- 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
- General Explanation Attachment
- 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 Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-13T15:32:34-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J ROBERT WHEAT JR | PreparerPersonNm |
| PTIN | P00444002 | PTIN |
| Phone | 4237567100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $113,897,698 | 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 | $1,365,067 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,365,067 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,958,913 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,024,624 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,958,913 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$839,848 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,484,132 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,323,980 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $259,894 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,989 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $233,905 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $447,330 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $44,733 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $402,597 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $91,084 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $9,108 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $81,976 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $17,977 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,798 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $16,179 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,475 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,275 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $85,871 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,852 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,019 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,793 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,793 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $59,657 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $5,966 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $124,068 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $12,407 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $111,661 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $22,413 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,241 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $20,172 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $572 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $57 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $515 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $295,841 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,800 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $273,041 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,433,250 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $208,219 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,171,340 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,503,995 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,503,995 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,937,245 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $208,219 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,675,335 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,453,113 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,115,761 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $64,512 | CashBOYAmt |
| Cash EOY | $11,673 | CashEOYAmt |
| Cash EOYFMV | $11,673 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,445,150 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,952,838 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,952,838 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $5,987,531 | AcctRcvblAmt |
| Acct Rcvbl EOY | $5,987,531 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,987,531 | AcctRcvblEOYFMVAmt |
| Corporate Bonds BOY | $7,443,841 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,334,391 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,334,391 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $106,646,284 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $99,208,867 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $99,208,867 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $564,516 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $441,423 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $173,839 | LandBOYAmt |
| Land EOY | $123,093 | LandEOYAmt |
| Land EOYFMV | $123,093 | LandEOYFMVAmt |
| Other Assets BOY | $150,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $279,305 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $279,305 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $116,923,626 | TotalAssetsBOYAmt |
| Total Assets EOY | $113,897,698 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $113,897,698 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $29,583 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $22,192 | AccountsPayableEOYAmt |
| Grants Payable BOY | $7,698,100 | GrantsPayableBOYAmt |
| Grants Payable EOY | $8,736,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $65,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | -$17,131 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,792,683 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,741,061 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $109,130,943 | UnrestrictedBOYAmt |
| Unrestricted EOY | $105,156,637 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $109,130,943 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $105,156,637 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $116,923,626 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $113,897,698 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $109,130,943 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,453,113 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $107,677,830 | SubtotalAmt |
| Other Decreases | $2,521,193 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $105,156,637 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| 1607 CAPITAL BOND FUND LP | P | $4,128 | -$4,128 | -$4,128 | |
| MERCED PARTNERS II LP | P | $202,983 | $202,983 | $202,983 | |
| GT OPPORTUNITIES III LP | P | $434,217 | $434,217 | $434,217 | |
| GT US QP FUND LP | P | $1,304,664 | $1,304,664 | $1,304,664 | |
| GT INT'L EQUITY QP FUND LP | P | $2,898,607 | $2,898,607 | $2,898,607 | |
| GT REAL ASSETS | P | $15,239 | -$387 | -$387 | $14,852 |
| GT EMERGING MARKETS QP LP | P | $416,006 | $416,006 | $416,006 | |
| PALLADIAN PARTNERS VI LP | P | $113,723 | $113,723 | $113,723 | |
| MIT PRIVATE EQUITY FUND III LP | P | $973,018 | $973,018 | $973,018 | |
| PAUL CAPITAL PARTNERS VIII-A LP | P | $358,814 | $358,814 | $358,814 | |
| SIGULER GUFF SMALL BUYOUT OPPORTUNITIES FUND LP | P | $975,287 | $975,287 | $975,287 | |
| SALE OF PUBLICLY TRADED SECURITIES SOLD THROUGH SUNTRUST-PIMCO | P | $46,344 | -$46,344 | -$46,344 | |
| SALE OF PUBLICLY TRADED SECURITIES SOLD THROUGH SUNTRUST-EAGLE MLP STRATEGY | P | $329,693 | $329,693 | $329,693 | |
| SALE OF PUBLICLY TRADED SECURITIES SOLD THROUGH SUNTRUST-VANGUARD TOTAL BOND | P | $2,760 | $2,760 | $2,760 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,958,913 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,991,175 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $109,501,300 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045581 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,934,381 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $97,931,870 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060597 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,589,005 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $103,908,481 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.063412 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,671,868 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $98,981,025 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.067406 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,628,951 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $92,468,136 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.082504 | DistributionYr5Rt |
| Total Distribution | 0.319500 | TotalDistributionRt |
| Average Distribution | 0.063900 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $114,165,332 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,295,165 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $91,158 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,386,323 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $9,675,335 | 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 | $91,158 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $91,158 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $91,158 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $62,639 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $62,639 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $527 | EsPenaltyAmt |
| Tax Due | $29,046 | TaxDueAmt |
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 |
| 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 | Yes (1) | 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 (6 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 STREET STE 1600 | CHATTANOOGA | TN | 37402 | TRUSTEE | 2.00 | $20,000 | $0 | $0 |
| SEBERT BREWER JR | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | TRUSTEE | 2.00 | $20,000 | $0 | $0 |
| WILLIAM H CHAPIN | ||||||||
| 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 | $20,000 | $0 | $0 |
| ROBERT J SUDDERTH JR | ||||||||
| 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 | $159,894 | $28,361 | $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 | $95,975 | $28,361 | $0 |
| JEFF PFITZER | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | PROGRAM DIRECTOR | 40.00 | $91,525 | $17,348 | $0 |
| CONNIE PERRIN | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | ACCOUNTING & PROGRAM | 40.00 | $60,000 | $9,949 | $0 |
| LORI QUILLEN | ||||||||
| 736 MARKET STREET STE 1600 | CHATTANOOGA | TN | 37402 | PROGRAM OFFICER | 40.00 | $58,340 | $10,335 | $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 | $112,522,496 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,381,394 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $115,903,890 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $115,903,890 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,738,558 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $114,165,332 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,708,267 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,708,267 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $91,158 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $91,158 | TotalTaxAmt |
| Distributable Before Adj | $5,617,109 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,617,109 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,617,109 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,675,335 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,675,335 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $91,158 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,584,177 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,617,109 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,162,488 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,191,805 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,354,293 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,675,335 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,617,109 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,058,226 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,412,519 | 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 | $6,412,519 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,162,488 | ExcessFromYear3Amt |
| Excess From Year2 | $1,191,805 | ExcessFromYear2Amt |
| Excess From Current Year | $4,058,226 | 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 (107 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 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) | ARTSPACE | $95,000 | |
| ARTS BUILD | ||||||||
| 406 FRAZIER AVE | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | FACADE GRANT | $20,000 | |
| ASSOCIATION FOR VISUAL ARTISTS | ||||||||
| 30 FRAZIER AVENUE | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | 2014 CAPTURE COMPETITION JUROR | $10,000 | |
| BESSIE SMITH CULTURAL CENTER AFRICAN AMERICAN MUSEUM PERFORMANCE HALL | ||||||||
| 200 EAST ML KING BLVD | CHATTANOOGA | TN | 37403 | NONE | 501(C)(3) | BESSIE SMITH STRUT | $10,000 | |
| BIKE WALK TENNESSEE | ||||||||
| 144 FAIRWAYS DRIVE | HENDERSONVILLE | TN | 37075 | NONE | 501(C)(3) | PRO WALK/PRO BIKE/PRO PLACE CONFERENCE SCHOLARSHIP | $425 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 6031 LEE HWY | CHATTANOOGA | TN | 37421 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $5,000 | |
| BROWN ACADEMY | ||||||||
| 718 EAST 8TH STREET | CHATTANOOGA | TN | 37403 | NONE | 501(C)(3) | PURCHASE OF CLASSROOM BOOKS | $20,000 | |
| CAUSEWAY | ||||||||
| 16 PATTEN PARKWAY | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | CIVIC INNOVATION AND ENGAGEMENT HUB | $613,000 | |
| CENTER FOR MINDFUL LIVING | ||||||||
| 1212 MCCALLIE AVENUE | CHATTANOOGA | TN | 37404 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | |
| CHARLESTON LIBRARY SOCIETY | ||||||||
| 164 KING STREET | CHARLESTON | SC | 29401 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | |
| CHATTANOOGA AREA FOOD BANK | ||||||||
| 2009 CURTAIN POLE ROAD | CHATTANOOGA | TN | 37406 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,500 | |
| CHATTANOOGA AREA FOOD BANK | ||||||||
| 2009 CURTAIN POLE ROAD | CHATTANOOGA | TN | 37406 | NONE | 501(C)(3) | FOOD HUB | $255,000 | |
| CHATTANOOGA CHAMBER FOUNDATION | ||||||||
| 811 BROAD STREET SUITE 100 | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | REGIONAL GROWTH INITIATIVE | $100,000 | |
| CHATTANOOGA COMMUNITY KITCHEN | ||||||||
| PO BOX 11203 | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | FAST DAY CAMPAIGN | $1,500 | |
| CHATTANOOGA GOODWILL INDUSTRIES | ||||||||
| 3500 DODDS AVENUE | CHATTANOOGA | TN | 37407 | NONE | 501(C)(3) | ASSISTANCE DOG ACADEMY | $25,000 | |
| CHATTANOOGA NEIGHBORHOOD ENTERPRISE | ||||||||
| 1301 MARKET STREET | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | HIGHLAND PARK LAND ACQUISITION AND PLANNING | $350,000 | |
| CHATTANOOGA NEIGHBORHOOD ENTERPRISE | ||||||||
| 1301 MARKET STREET | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | SOUTH CHATTANOOGA-SAFEWALK CORRIDOR | $96,500 | |
| CHATTANOOGA NEIGHBORHOOD ENTERPRISE | ||||||||
| 1301 MARKET STREET | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | ST. ELMO TOWN CENTER PLANNING | $50,000 | |
| CHATTANOOGA SPORTS COMMITTEE | ||||||||
| 736 MARKET STREET | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | IRONMAN TRIATHLON CONTEST | $25,000 | |
| CHATTANOOGA STATE | ||||||||
| 4501 AMNICOLA HIGHWAY | CHATTANOOGA | TN | 37406 | NONE | 501(C)(3) | 2015 LATIN FESTIVAL | $25,000 | |
| CHATTANOOGA THEATRE CENTER | ||||||||
| POST OFFICE BOX 4023 | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | PROPERTY EVALUATION & STRATEGIC PLANNING CONSULTANT SEARCH | $7,375 | |
| CHATTANOOGA-HAMILTON COUNTY REGIONAL PLANNING AGENCY | ||||||||
| MARKET STREET SUITE 200 DEVELOPMENT | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | PLANNING AND COORIDINATION OF THE CARTA TRANSIT CENTER SUDY | $47,500 | RESOURCE CENTER |
| CHURCH OF THE GOOD SHEPHERD | ||||||||
| 211 FRANKLIN ROAD | LOOKOUT MOUNTAIN | TN | 37350 | NONE | 501(C)(3) | IN MEMORY OF HILDA HUDE CHAPIN | $500 | |
| CITY OF CHATTANOOGA | ||||||||
| 3300 AMNICOLA HWY | CHATTANOOGA | TN | 37406 | NONE | 501(C)(3) | NORTH SHORE PUBLIC SPACES PROJECT | $130,000 | |
| CITY OF CHATTANOOGA | ||||||||
| 3300 AMNICOLA HWY | CHATTANOOGA | TN | 37406 | NONE | 501(C)(3) | NEW ON-STREET PARKING SPACES ON MARKET STREET | $10,000 | |
| CO LAB | ||||||||
| 55 E MAIN STREET | CHATTANOOGA | TN | 37408 | NONE | 501(C)(3) | EXPANDED ACCELERATOR & SPEAKER SERIES | $250,000 | |
| CO LAB | ||||||||
| 55 E MAIN STREET | CHATTANOOGA | TN | 37408 | NONE | 501(C)(3) | MAKER FAIRE | $40,000 | |
| CO LAB | ||||||||
| 55 E MAIN STREET | CHATTANOOGA | TN | 37408 | NONE | 501(C)(3) | ESTABLISH A PORTABLE VENUE (BOT ARENA) | $4,000 | |
| CO LAB | ||||||||
| 55 E MAIN STREET | CHATTANOOGA | TN | 37408 | NONE | 501(C)(3) | START UP WEEK & CO.STARTERS SUMMIT | $35,000 | |
| COASTAL CONSERVATION LEAGUE | ||||||||
| 328 E BAY STREET | CHARLESTON | SC | 29401 | NONE | 501(C)(3) | GROWFOOD CAROLINA PROJECT | $2,000 | |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | ||||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | CHATTANOOGA FOOTBALL CLUB | $11,500 | |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | ||||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | CENTER CENTRE FUND | $100,000 | |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | ||||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | CHATTANOOGA MUSIC SECTOR | $30,000 | |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | ||||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | JAZZANOOGA FUND | $80,000 | |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | ||||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | MUSIC RESOURCE CENTER FUND | $50,000 | |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | ||||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | STROUD WATSON FUND, URBAN DESIGN CENTER | $25,000 | |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | ||||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | FAIRYLAND BEAUTIFICATION FUND | $20,000 | |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | ||||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | CEROS FUND | $30,000 | |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | ||||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | ENGAGE 3D FUND | $46,200 | |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | ||||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | LAUNCH FUND | $20,000 | |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | ||||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | THE STEP AHEAD FUND | $10,000 | |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | ||||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | TEACHER RECRUITMENT FOR I-ZONE | $3,100 | |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | ||||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | GLASS HOUSE COLLECTIVE FUND | $10,000 | |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | ||||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | UNIFIED | $400,000 | |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | ||||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | CHATTANOOGA OPEN GOVERNMENT COLLABORATIVE FUND | $4,000 | |
| COMMUNITY FOUNDATION OF GREATER CHATTANOOGA | ||||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | PUBLIC ART FUND | $45,000 | |
| COMMUNITY FOUNDATION OF SOUTHERN NEW MEXICO | ||||||||
| 1270 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | GIVE GRANDE! NEW MEXICO NATIONAL DAY OF GIVING | $2,000 | |
| COMMUNITY FOUNDATION OF SOUTHERN NEW MEXICO | ||||||||
| 301 SOUTH CHURCH ST SUITE H | LAS CRUCES | NM | 88001 | NONE | 501(C)(3) | GRANT COUNTY COMMUNITY FOUNDATION FUND | $15,000 | |
| COMMUNITY FOUNDATION OF SOUTHERN NEW MEXICO | ||||||||
| 301 SOUTH CHURCH ST SUITE H | LAS CRUCES | NM | 88001 | NONE | 501(C)(3) | DEFRAY EXPENSES OF GIVE GRANDE! | $3,000 | |
| CONTEMPORARY PERFORMING ARTS | ||||||||
| 1307 DODDS AVENUE | CHATTANOOGA | TN | 37404 | NONE | RENOVATION OF BARKING LEGS FACILITY | $50,000 | ||
| CONTEMPORARY PERFORMING ARTS | ||||||||
| 1307 DODDS AVENUE | CHATTANOOGA | TN | 37404 | NONE | CHATTANOOGA FILM FESTIVAL | $66,000 | ||
| COUNCIL ON FOUNDATIONS | ||||||||
| 1828 L ST NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | 2014 MEMBERSHIP DUES | $10,720 | |
| CREATIVE DISCOVERY MUSEUM | ||||||||
| 321 CHESTNUT STREET | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | MAKE IT EXHIBIT | $30,000 | |
| CREATIVE DISCOVERY MUSEUM | ||||||||
| 321 CHESTNUT STREET | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | EARLY CHILDHOOD CENTER AT CALVIN DONALDSON | $10,000 | |
| CREATIVE DISCOVERY MUSEUM | ||||||||
| 321 CHESTNUT STREET | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,500 | |
| CREATIVE DISCOVERY MUSEUM | ||||||||
| 321 CHESTNUT STREET | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | TEMPORARY PUBLIC ART INSTALLATION | $1,800 | |
| ENTERPRISE CENTER | ||||||||
| 1250 MARKET STREET | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | HACKANOOGA II | $5,000 | |
| ENTERPRISE CENTER | ||||||||
| 1250 MARKET STREET | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | PATTEN PARKWAY STEAM CHALLENGE | $8,000 | |
| ENTERPRISE CENTER | ||||||||
| 1250 MARKET STREET | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | TECH GOES HOME PILOT PROGRAM | $78,500 | |
| FACING HISTORY AND OURSELVES NATIONAL FOUNDATION | ||||||||
| 650 EAST PARKWAY SOUTH | MEMPHIS | TN | 38104 | NONE | 501(C)(3) | A COMMUNITY CONVERSATION WITH WES MOORE | $5,000 | |
| FRESHWATERS ILLUSTRATED | ||||||||
| 566 SW 3RD STREET | CORVALLIS | OR | 97339 | NONE | 501(C)(3) | COMMUNICATING SOUTHEASTERN AQUATIC BIODIVERSITY | $2,500 | |
| FRIENDS OF THE CHATTANOOGA PUBLIC LIBRARY | ||||||||
| 1001 BROAD STREET | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | INNOVATION FUND | $7,000 | |
| GIRLS INC OF CHATTANOOGA | ||||||||
| 409 SOUTH GREENWOOD AVE | CHATTANOOGA | TN | 37404 | NONE | 501(C)(3) | EXPANSION OF THE BUILD IT (STEM) PROGRAM | $140,000 | |
| GIRLS INC OF CHATTANOOGA | ||||||||
| 409 SOUTH GREENWOOD AVE | CHATTANOOGA | TN | 37404 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,500 | |
| GLASS HOUSE COLLECTIVE | ||||||||
| 2523 GLASS STREET | CHATTANOOGA | TN | 37406 | NONE | 501(C)(3) | STUDIO EVERYTHING | $20,000 | |
| GRANTMAKERS FOR EDUCATION | ||||||||
| 750 SW WASHINGTON ST STE 605 | PORTLAND | OR | 97205 | NONE | 501(C)(3) | 2014 MEMBERSHIP DUES | $1,750 | |
| GRANTS MANAGERS NETWORK | ||||||||
| 141 HOMESTEAD AVENUE | METAIRIE | LA | 70005 | NONE | 501(C)(3) | 2014 MEMBERSHIP DUES | $2,000 | |
| GREENSPACES | ||||||||
| 63 E MAIN STREET | CHATTANOOGA | TN | 37408 | NONE | 501(C)(3) | EXTREME ENERGY MAKEOVER | $140,000 | |
| HERITAGE FOUNDATION | ||||||||
| 227 OIL WELL RD | JACKSON | TN | 38305 | NONE | 501(C)(3) | LEADERSHIP FOR AMERICA | $10,000 | |
| HOWARD SCHOOL | ||||||||
| 2500 SOUTH MARKET STREET | CHATTANOOGA | TN | 37408 | NONE | 501(C)(3) | PROGRAM TO ENGAGE PARENTS AND STUDENTS | $20,000 | |
| LAND TRUST FOR TENNESSEE | ||||||||
| 209 10TH AVE S STE 530 | NASHVILLE | TN | 37203 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $50,000 | |
| LAS CRUCES SYMPHONY ORCHESTRA | ||||||||
| PO BOX 1622 | LAS CRUCES | NM | 88004 | NONE | 501(C)(3) | SILVER CITY RUN | $15,000 | |
| LOOKOUT MOUNTAIN CONSERVANCY | ||||||||
| PO BOX 76 | LOOKOUT MOUNTAIN | TN | 37350 | NONE | 501(C)(3) | APPRENTICE PROGRAM WITH THE HOWARD SCHOOL | $20,000 | |
| LOOKOUT MOUNTAIN CONSERVANCY | ||||||||
| PO BOX 76 | LOOKOUT MOUNTAIN | TN | 37350 | NONE | 501(C)(3) | OPERTAING SUPPORT | $35,000 | |
| LOOKOUT MOUNTAIN CONSERVANCY | ||||||||
| PO BOX 76 | LOOKOUT MOUNTAIN | TN | 37350 | NONE | 501(C)(3) | HOWARD SUMMER WORK PROGRAM | $16,000 | |
| LULA LAKE LAND TRUST | ||||||||
| 29 MOUNT OLIVE ROAD | LOOKOUT MOUNTAIN | TN | 30750 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $55,000 | |
| LULA LAKE LAND TRUST | ||||||||
| 29 MOUNT OLIVE ROAD | LOOKOUT MOUNTAIN | TN | 30750 | NONE | 501(C)(3) | REVOLVING LAND PURCHASE FUND | $5,000 | |
| MARK MAKING | ||||||||
| P O BOX 4271 | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | REVITALIZATION PROJECTS | $3,500 | |
| METROPOLITAN MINISTRIES | ||||||||
| 1112 MCCALLIE | CHATTANOOGA | TN | 374042822 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,000 | |
| NEXT AMERICAN CITY INC | ||||||||
| 1315 WALNUT STREET | PHILADELPHIA | PA | 19107 | NONE | 501(C)(3) | 2014 VANGUARD CONFERENCE IN CHATTANOOGA | $10,000 | |
| NORTH CHICKAMAUGA CREEK CONSERVANCY | ||||||||
| PO BOX 358 | HIXSON | TN | 37343 | NONE | 501(C)(3) | OPERATING SUPPORT | $10,000 | |
| ON POINT DIRECTION FOR LIFE | ||||||||
| 4509 HIXSON PIKE | HIXSON | TN | 37343 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | |
| OPEN SPACE CONSERVANCY INC | ||||||||
| 1350 BROADWAY SUITE 201 | NEW YORK | NY | 10018 | NONE | 501(C)(3) | SOUTH CUMBERLAND LAND PROTECTION FUND | $1,000,000 | |
| PUBLIC EDUCATION FOUNDATION | ||||||||
| 100 EAST 10TH ST STE 500 | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | STEM SCHOOL CHATTANOOGA | $5,000 | |
| PUBLIC EDUCATION FOUNDATION | ||||||||
| 100 EAST 10TH ST STE 500 | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | HOWARD SCHOOL STUDENT ACADMEMIC SCHOLARSHIPS | $10,000 | |
| PUBLIC EDUCATION FOUNDATION | ||||||||
| 100 EAST 10TH ST STE 500 | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | TEACHERPRENEUR | $250,000 | |
| 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 | $600,000 | |
| PUBLIC EDUCATION FOUNDATION | ||||||||
| 100 EAST 10TH ST STE 500 | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | SENDING TEACHERS TO ISTE | $10,000 | |
| PUBLIC EDUCATION FOUNDATION | ||||||||
| 100 EAST 10TH ST STE 500 | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | TECHNOLOGY PILOT PROJECT | $445,000 | |
| PUBLIC EDUCATION FOUNDATION | ||||||||
| 100 EAST 10TH ST STE 500 | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | CODING AMBASSADORS | $22,500 | |
| RIVER CITY COMPANY | ||||||||
| 850 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | ACQUISITION OF THE ROSS HOTEL | $1,200,000 | |
| RIVER CITY COMPANY | ||||||||
| 850 MARKET ST | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | ML KING OF THE ROSS HOTEL | $392,625 | |
| RIVERROCKS | ||||||||
| 400 EAST MAIN STREET | CHATTANOOGA | TN | 37408 | NONE | 501(C)(3) | 2014 RIVERROCKS FESTIVAL | $35,000 | |
| SALT OF THE EARTH INC | ||||||||
| 1818 OLD WAUHATCHIE PIKE | CHATTANOOGA | TN | 37409 | NONE | 501(C)(3) | GROW HOPE URBAN YOUTH FARM PROGRAM | $10,000 | |
| SALVATION ARMY | ||||||||
| 822 MCCALLIE AVENUE | CHATTANOOGA | TN | 37403 | NONE | 501(C)(3) | EASTLAKE CAPITAL IMPROVEMENTS AND MUSIC PROGRAM | $10,000 | |
| SCULPTURE FIELDS AT MONTAGUE PARK | ||||||||
| 1141 E 23RD STREET | CHATTANOOGA | TN | 37408 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $11,000 | |
| SOUTHEASTERN COUNCIL OF FOUNDATIONS | ||||||||
| 50 HURT PLAZA SUITE 350 | ATLANTA | GA | 30303 | NONE | 501(C)(3) | 2014 MEMBERSHIP DUES | $8,000 | |
| SOUTHERN ENVIRONMENTAL LAW CENTER | ||||||||
| 201 WEST MAIN STREET | CHARLOTTESVILLE | VA | 22902 | NONE | 501(C)(3) | REGIONAL LAND CONSERVATION/SUPPORT FOR TN OFFICE | $100,000 | |
| SOUTHERN LIT ALLIANCE | ||||||||
| 3069 BROAD STREET SUITE 2 | CHATTANOOGA | TN | 37408 | NONE | 501(C)(3) | CELEBRATION OF SOUTHERN LITERATURE CONFERENCE | $50,000 | |
| ST PAUL'S EPISCOPAL CHURCH | ||||||||
| 305 W 7TH STREET | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | AYAI FAMILY'S HABITAT HOUSE | $9,000 | |
| TENNESSEE RIVER GORGE TRUST | ||||||||
| 1214 DARTMOUTH STREET | CHATTANOOGA | TN | 37405 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $50,000 | |
| THE VOLUNTEER CENTER FOR GRANT COUNTY | ||||||||
| 1207 18TH AVENUE S SUITE 32 | NASHVILLE | TN | 37212 | NONE | 501(C)(3) | CAPITAL CAMPAIGN | $15,000 | |
| TN STATE COLLABORATIVE ON REFORMING EDUCATION | ||||||||
| 511 UNION ST STE 1850 | NASHVILLE | TN | 372191767 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $200,000 | |
| TROUSDALE SCHOOL INC | ||||||||
| 3171 HEWITT ST | CLEVELAND | TN | 37323 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,500 | |
| TRUST FOR PUBLIC LAND | ||||||||
| 101 MONTGOMERY ST STE 900 | SAN FRANCISCO | CA | 94104 | NONE | 501(C)(3) | SCHOOLYARDS TO COMMUNITY PLAYGROUNDS | $40,000 | |
| UNIVERSITY OF TENNESSEE AT CHATTANOOGA | ||||||||
| 615 MCCALLIE AVENUE | CHATTANOOGA | TN | 37403 | NONE | 501(C)(3) | SUPPORT CAIT $15,000TED*UTC CONFERENCE $2,500 | $17,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,503,995 | 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 | $1,365,067 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,958,913 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT LOSSES- LIMITED PARTNERSHIPS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$839,848 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,484,132 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,484,132 | 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 | $14,750 | Amt |
| Net Investment Income | $1,475 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,275 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | 990-PF PAGE 5, PART VII-A LINE 12 | FormAndLineReferenceDesc |
| Medium Explanation | A $4,000 GRANT WAS GIVEN TO THE COMMUNTIY FOUNDATION OF GREATER CHATTANOOGA. THE GRANT WAS FOR THE CHATTANOOGA OPEN GOVERNMENT COLLABORATIVE FUND. SARAH MORGAN, PRESIDENT OF THE BENWOOD FOUNDATION AND LORI QUILLEN, PROGRAM OFFICER OF THE BENWOOD FOUNDATION HAVE ADVISORY PRIVILEGES FOR THIS FUND.ADDITIONALLY, KRISTIN B. HUNTLEY, A PROGRAM OFFICER WITH BENWOOD, HAD ADVISORY PRIVILEGES OF A $45,000 GRANT TO THE COMMUNTIY FOUNDATION OF GREATER CHATTANOOGA FOR THE BENWOOD PUBLIC ART FUND. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME INVESTMENTS - SEE DETAIL ATTACHED | BondNm |
| EOY Book Value | $6,334,391 | EOYBookValueAmt |
| EOYFMV | $6,334,391 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LIMITED PARTNERSHIP INTEREST - SEE DETAIL ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $99,208,867 | BookValueAmt |
| EOYFMV | $99,208,867 | 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 | $325,206 | $262,486 | $62,720 | $62,720 |
| LEASEHOLD IMPROVEMENTS | $239,310 | $178,937 | $60,373 | $60,373 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $17,977 | LegalFeesAmt |
| Net Investment Income | $1,798 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,179 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISSION RELATED INVESTMENT | Desc |
| BOY Book Value | $150,000 | BOYBookValueAmt |
| EOY Book Value | $279,305 | EOYBookValueAmt |
| EOYFMV | $279,305 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NET UNREALIZED LOSS ON INVESTMENTS | $1,483,293 |
| CHANGE IN GRANTS PAYABLE | $1,037,900 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TECHNOLOGY EXPENSE | $19,591 | $1,959 | $17,632 |
| INSURANCE | $85,369 | $8,537 | $76,832 |
| OFFICE EXPENSE | $50,987 | $5,099 | $45,888 |
| DIRECT GAINING GROUND CHARITABLE DISTRIBUTION | $67,847 | $0 | $67,847 |
| PARKING | $7,690 | $769 | $6,921 |
| PROFESSIONAL DEVELOPMENT | $23,140 | $2,314 | $20,826 |
| PAYROLL COSTS | $41,217 | $4,122 | $37,095 |
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 | -$839,848 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | -$839,848 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAXES PAYABLE | Desc |
| BOY Book Value | $65,000 | BOYBookValueAmt |
| EOY Book Value | -$17,131 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FIRMS CONSULTING FEES | $67,852 | $67,852 | $0 |
| OTHER PROFESSIONAL FEES | $18,019 | $0 | $18,019 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN W/H TAX | CategoryTxt |
| Amt | $13,793 | Amt |
| Net Investment Income | $13,793 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |